EverSource Wealth Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001710537
$32.82亿2026Q1 申报市值
4,383持仓数
25.1%前十大占比 · 第一大 4.9%
224 / 150新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$7,550.91万
VEA 加仓+$5,836.93万
VTV 加仓+$5,634.69万
PRAXIS IMPACT LA 加仓+$3,458.09万
PRAXIS IMPACT LA 加仓+$3,067.78万
2026Q1 卖出最多 按季末市值估算
VBIL 减仓-$1,317.23万
SPYG 减仓-$1,133.83万
BIL 减仓-$717.52万
PIMCO INCOME STR 减仓-$696.51万
DIMENSIONAL US H 减仓-$598.06万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | MERIDIAN CORP COM | $872 | 0.00% | 46 | 5 | 12.2% | $95 | 加仓 |
| CLW | CLEARWATER PAPER CORP COM | $863 | 0.00% | 60 | 24 | 66.7% | $345 | 加仓 |
| OPRT | OPORTUN FINL CORP COM | $862 | 0.00% | 187 | 187 | — | $862 | 新建仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $861 | 0.00% | 33 | 9 | 37.5% | $235 | 加仓 |
| — | MICROBOT MED INC COM NEW | $860 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| BBCP | CONCRETE PUMPING HLDGS INC COM | $857 | 0.00% | 120 | -23 | -16.1% | -$164 | 减仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS COM | $857 | 0.00% | 111 | 18 | 19.4% | $139 | 重新持有 |
| BNED | BARNES & NOBLE ED INC COM NEW | $857 | 0.00% | 97 | 73 | 304.2% | $645 | 重新持有 |
| — | ALTI GLOBAL INC CL A | $849 | 0.00% | 234 | 105 | 81.4% | $381 | 加仓 |
| ULCC | FRONTIER GROUP HLDGS INC COM | $847 | 0.00% | 240 | 106 | 79.1% | $374 | 加仓 |
| EVH | EVOLENT HEALTH INC CL A | $845 | 0.00% | 371 | -47 | -11.2% | -$107 | 减仓 |
| LOMA | LOMA NEGRA C I A S A MTN 144A SPONSORED ADS | $843 | 0.00% | 76 | -142 | -65.1% | -$1,575 | 减仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT SHS | $842 | 0.00% | 38 | 25 | 192.3% | $554 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC COMMON STOCK | $842 | 0.00% | 50 | 30 | 150.0% | $505 | 加仓 |
| RBBN | RIBBON COMMUNICATIONS INC COM | $842 | 0.00% | 397 | 395 | 19,750.0% | $838 | 加仓 |
| — | TEADS HLDG CO COM | $839 | 0.00% | 1,274 | 1,109 | 672.1% | $730 | 加仓 |
| INNV | INNOVAGE HLDG CORP COM | $825 | 0.00% | 103 | 18 | 21.2% | $144 | 加仓 |
| — | SECURITY NATL FINL CORP CL A NEW | $824 | 0.00% | 87 | 46 | 112.2% | $436 | 加仓 |
| ALVO | ALVOTECH ORDINARY SHARES | $824 | 0.00% | 240 | 106 | 79.1% | $364 | 重新持有 |
| FVRR | FIVERR INTL LTD ORD SHS | $822 | 0.00% | 82 | 7 | 9.3% | $70 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC COM | $820 | 0.00% | 55 | -1,190 | -95.6% | -$1.77万 | 减仓 |
| FCCO | FIRST CMNTY CORP S C COM | $819 | 0.00% | 28 | 10 | 55.6% | $292 | 加仓 |
| BWLP | BW LPG LTD COM | $816 | 0.00% | 47 | 14 | 42.4% | $243 | 加仓 |
| — | BULLFROG AI HLDGS INC COM | $816 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| CAAP | CORPORACION AMER ARPTS S A COM | $809 | 0.00% | 32 | -39 | -54.9% | -$986 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $806 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $806 | 0.00% | 16 | 16 | — | $806 | 新建仓 |
| LMNR | LIMONEIRA CO COM | $805 | 0.00% | 60 | 1 | 1.7% | $13 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN INC COM | $802 | 0.00% | 22 | -24 | -52.2% | -$875 | 减仓 |
| OABI | OMNIAB INC COM | $801 | 0.00% | 510 | -1,493 | -74.5% | -$2,345 | 减仓 |
| PFIS | PEOPLES FINL SVCS CORP COM | $800 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | NEURONETICS INC COM | $799 | 0.00% | 551 | 551 | — | $799 | 新建仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $795 | 0.00% | 616 | 233 | 60.8% | $301 | 加仓 |
| — | FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF | $795 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MASS | 908 DEVICES INC COM | $795 | 0.00% | 130 | 10 | 8.3% | $61 | 加仓 |
| PLAY | DAVE & BUSTERS ENTMT INC COM | $790 | 0.00% | 73 | 54 | 284.2% | $584 | 加仓 |
| — | 17 ED & TECHNOLOGY GROUP INC SPONSORED ADR | $786 | 0.00% | 434 | -269 | -38.3% | -$487 | 减仓 |
| BKCH | GLOBAL X BLOCKCHAIN ETF | $782 | 0.00% | 14 | -8 | -36.4% | -$447 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC COM CL A | $780 | 0.00% | 193 | -1,307 | -87.1% | -$5,282 | 减仓 |
| III | INFORMATION SVCS GROUP INC COM | $780 | 0.00% | 203 | 142 | 232.8% | $546 | 加仓 |
| — | SUNPOWER INC COM | $777 | 0.00% | 612 | 612 | — | $777 | 新建仓 |
| VOYG | VOYAGER TECHNOLOGIES INC COM CL A | $773 | 0.00% | 33 | 33 | — | $773 | 新建仓 |
| INSE | INSPIRED ENTMT INC COM | $771 | 0.00% | 108 | 18 | 20.0% | $128 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP IN COM | $770 | 0.00% | 30 | 3 | 11.1% | $77 | 加仓 |
| GERN | GERON CORP COM | $770 | 0.00% | 517 | 114 | 28.3% | $170 | 加仓 |
| — | LUFAX HOLDING LTD SPONSORED ADR | $768 | 0.00% | 411 | -369 | -47.3% | -$690 | 减仓 |
| — | SLEEP NUMBER CORP COM | $767 | 0.00% | 427 | -5 | -1.2% | -$9 | 减仓 |
| ARHS | ARHAUS INC COM CL A | $766 | 0.00% | 113 | -130 | -53.5% | -$881 | 减仓 |
| OSUR | ORASURE TECHNOLOGIES INC COM | $765 | 0.00% | 255 | 225 | 750.0% | $675 | 加仓 |
| — | TENAYA THERAPEUTICS INC COM | $761 | 0.00% | 1,099 | -442 | -28.7% | -$306 | 减仓 |
| — | LIFEVANTAGE CORP COM NEW | $757 | 0.00% | 175 | 152 | 660.9% | $658 | 加仓 |
| CZWI | CITIZENS CMNTY BANCORP INC MD COM | $752 | 0.00% | 38 | 8 | 26.7% | $158 | 加仓 |
| — | GENCOR INDS INC COM | $750 | 0.00% | 50 | 7 | 16.3% | $105 | 加仓 |
| MBX | MBX BIOSCIENCES INC COM | $746 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | HEALTH CATALYST INC COM | $745 | 0.00% | 587 | 566 | 2,695.2% | $718 | 加仓 |
| — | FUTUREFUEL CORP COM | $743 | 0.00% | 193 | 47 | 32.2% | $181 | 加仓 |
| — | CROSS CTRY HEALTHCARE INC COM | $743 | 0.00% | 79 | 79 | — | $743 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP INC COM | $742 | 0.00% | 75 | 39 | 108.3% | $386 | 加仓 |
| MPAA | MOTORCAR PTS AMER INC COM | $741 | 0.00% | 67 | -19 | -22.1% | -$210 | 减仓 |
| — | AKEBIA THREAPEUTICS INC COM | $732 | 0.00% | 527 | 58 | 12.4% | $81 | 重新持有 |
| — | TTEC HLDGS INC COM | $731 | 0.00% | 292 | 291 | 29,100.0% | $728 | 加仓 |
| SEG | SEAPORT ENTMT GROUP INC COMMON STOCK | $730 | 0.00% | 34 | 24 | 240.0% | $515 | 加仓 |
| HSAI | HESAI GROUP SPONSORED ADS | $726 | 0.00% | 38 | -99 | -72.3% | -$1,891 | 重新持有 |
| FOXF | FOX FACTORY HLDG CORP COM | $725 | 0.00% | 44 | -276 | -86.2% | -$4,548 | 重新持有 |
| — | ZEVIA PBC CL A | $720 | 0.00% | 615 | 615 | — | $720 | 新建仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET TR COM NEW | $719 | 0.00% | 154 | 65 | 73.0% | $303 | 加仓 |
| — | KNIGHTSCOPE INC CL A NEW | $717 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | $716 | 0.00% | 53 | 2 | 3.9% | $27 | 加仓 |
| LEGH | LEGACY HOUSING CORP COM | $715 | 0.00% | 35 | 35 | — | $715 | 新建仓 |
| — | SUNLANDS TECHNOLOGY GROUP SPONSRD ADS NEW | $709 | 0.00% | 202 | -290 | -58.9% | -$1,018 | 减仓 |
| — | RGC RES INC COM | $705 | 0.00% | 32 | 4 | 14.3% | $88 | 加仓 |
| USCB | USCB FINANCIAL HOLDINGS INC CLASS A COM | $705 | 0.00% | 38 | 7 | 22.6% | $130 | 加仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $692 | 0.00% | 27 | 27 | — | $692 | 新建仓 |
| — | ESCALADE INC COM | $686 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG COM SHS | $681 | 0.00% | 102 | -7 | -6.4% | -$47 | 减仓 |
| TARA | PROTARA THERAPEUTICS INC COM STK | $678 | 0.00% | 130 | 130 | — | $678 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC SHS USD | $676 | 0.00% | 53 | -797 | -93.8% | -$1.02万 | 减仓 |
| — | US GOLDMINING INC COM | $674 | 0.00% | 58 | 56 | 2,800.0% | $651 | 加仓 |
| — | TALKSPACE INC COM | $673 | 0.00% | 130 | 102 | 364.3% | $528 | 加仓 |
| — | HERON THERAPEUTICS INC COM | $672 | 0.00% | 840 | 199 | 31.0% | $159 | 加仓 |
| IMMR | IMMERSION CORP COM | $672 | 0.00% | 123 | 123 | — | $672 | 新建仓 |
| — | CANTALOUPE INC COM | $671 | 0.00% | 62 | -86 | -58.1% | -$931 | 减仓 |
| ORGO | ORGANOGENESIS HLDGS INC COM | $670 | 0.00% | 283 | 238 | 528.9% | $563 | 加仓 |
| CRD/A | CRAWFORD & CO CL A | $669 | 0.00% | 67 | 15 | 28.8% | $150 | 加仓 |
| IVVD | INVIVYD INC COM | $668 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| — | EAGLE FINL SVCS INC COM | $665 | 0.00% | 19 | -7 | -26.9% | -$245 | 减仓 |
| — | GCI LIBERTY INC COM SER A | $664 | 0.00% | 18 | 11 | 157.1% | $406 | 加仓 |
| — | HUYA INC ADS REP SHS A | $663 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP COM NEW | $663 | 0.00% | 66 | 41 | 164.0% | $412 | 加仓 |
| CARS | CARS COM INC COM | $658 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| AVBH | AVIDBANK HLDGS INC COM | $657 | 0.00% | 23 | 23 | — | $657 | 新建仓 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $653 | 0.00% | 14 | 14 | — | $653 | 新建仓 |
| IQ | IQIYI INC SPONSORED ADS | $650 | 0.00% | 482 | 95 | 24.5% | $128 | 加仓 |
| — | OPAL FUELS INC CLASS A COM | $650 | 0.00% | 258 | -23 | -8.2% | -$58 | 减仓 |
| DCTH | DELCATH SYS INC COM NEW | $650 | 0.00% | 70 | 70 | — | $650 | 新建仓 |
| POWW | OUTDOOR HOLDING CO COM | $648 | 0.00% | 323 | 161 | 99.4% | $323 | 加仓 |
| — | FB BANCORP INC COM | $646 | 0.00% | 47 | 21 | 80.8% | $289 | 加仓 |
| — | MAXEON SOLAR TECHNOLOGIES LTD SHS NEW | $640 | 0.00% | 424 | 406 | 2,255.6% | $613 | 重新持有 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $638 | 0.00% | 26 | -1 | -3.7% | -$25 | 减仓 |
| — | KRONOS WORLDWIDE INC COM | $638 | 0.00% | 97 | 79 | 438.9% | $520 | 加仓 |