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 |
|---|---|---|---|---|---|---|---|---|
| — | 1 800 FLOWERS COM INC CL A | $637 | 0.00% | 210 | -23 | -9.9% | -$70 | 重新持有 |
| BWFG | BANKWELL FINL GROUP INC COM | $631 | 0.00% | 13 | 7 | 116.7% | $340 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC COM SHS | $630 | 0.00% | 141 | 50 | 54.9% | $223 | 加仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $629 | 0.00% | 259 | -9 | -3.4% | -$22 | 减仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY | $628 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $624 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LMB | LIMBACH HLDGS INC COM | $624 | 0.00% | 8 | -15 | -65.2% | -$1,170 | 重新持有 |
| PRSU | PURSUIT ATTRACTIONS AND HOSPIT COM | $623 | 0.00% | 17 | 5 | 41.7% | $183 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC COM | $623 | 0.00% | 27 | 16 | 145.5% | $369 | 加仓 |
| — | VIVID SEATS INC COM CL A | $621 | 0.00% | 105 | 94 | 854.5% | $556 | 加仓 |
| — | CURIOSITYSTREAM INC COM CL A | $619 | 0.00% | 209 | -2 | -0.9% | -$6 | 减仓 |
| ABUS | ARBUTUS BIOPHARMA CORP COM | $613 | 0.00% | 136 | 17 | 14.3% | $77 | 加仓 |
| ABEO | ABEONA THERAPEUTICS INC COM NEW | $609 | 0.00% | 136 | 136 | — | $609 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC COM | $608 | 0.00% | 34 | 34 | — | $608 | 新建仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $607 | 0.00% | 12 | 10 | 500.0% | $506 | 加仓 |
| RMNI | RIMINI STR INC DEL COM | $604 | 0.00% | 184 | 48 | 35.3% | $158 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC COM | $602 | 0.00% | 29 | 29 | — | $602 | 新建仓 |
| — | ALTISOURCE PORTFOLIO SOLUTIONS SHS NEW | $599 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $599 | 0.00% | 128 | -72 | -36.0% | -$337 | 重新持有 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $595 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | SILVERCREST ASSET MGMT GROUP CL A | $592 | 0.00% | 44 | 27 | 158.8% | $363 | 加仓 |
| — | UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | $591 | 0.00% | 14 | 13 | 1,300.0% | $549 | 加仓 |
| NVEC | NVE CORP COM NEW | $590 | 0.00% | 9 | -1 | -10.0% | -$66 | 减仓 |
| TECX | TECTONIC THERAPEUTIC INC COM | $588 | 0.00% | 19 | 17 | 850.0% | $526 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC COM SHS | $583 | 0.00% | 26 | -707 | -96.5% | -$1.59万 | 减仓 |
| NMRA | NEUMORA THERAPEUTICS INC. COM | $582 | 0.00% | 298 | -21 | -6.6% | -$41 | 减仓 |
| TBI | TRUEBLUE INC COM | $579 | 0.00% | 148 | 96 | 184.6% | $376 | 加仓 |
| MPB | MID PENN BANCORP INC COM | $579 | 0.00% | 18 | 12 | 200.0% | $386 | 加仓 |
| VIDI | VIDENT INTERNATIONAL EQUITY STRATEGY ETF | $578 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD SPONSORD ADS NEW | $576 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $576 | 0.00% | 2 | 1 | 100.0% | $288 | 加仓 |
| — | CARDIFF ONCOLOGY INC COM | $576 | 0.00% | 355 | 355 | — | $576 | 新建仓 |
| LTBR | LIGHTBRIDGE CORP COM | $575 | 0.00% | 54 | 5 | 10.2% | $53 | 加仓 |
| MBC | MASTERBRAND INC COMMON STOCK | $574 | 0.00% | 69 | 5 | 7.8% | $42 | 加仓 |
| ACNB | ACNB CORP COM | $574 | 0.00% | 12 | 6 | 100.0% | $287 | 加仓 |
| — | ASCENTAGE PHARMA GROUP INTL SPONSORED ADS | $573 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | STEREOTAXIS INC COM NEW | $571 | 0.00% | 310 | -12 | -3.7% | -$22 | 减仓 |
| — | ASCENT INDUSTRIES CO COM | $571 | 0.00% | 43 | 11 | 34.4% | $146 | 加仓 |
| — | TRINSEO PLC SHS | $570 | 0.00% | 5,430 | 345 | 6.8% | $36 | 加仓 |
| — | VALNEVA SE SPONSORED ADS | $569 | 0.00% | 91 | -7 | -7.1% | -$44 | 减仓 |
| — | EVOLUTION PETE CORP COM | $569 | 0.00% | 124 | 112 | 933.3% | $514 | 加仓 |
| PXED | PHOENIX ED PARTNERS INC COM | $566 | 0.00% | 18 | 18 | — | $566 | 新建仓 |
| — | FRANKLIN STR PPTYS CORP COM | $564 | 0.00% | 848 | 736 | 657.1% | $490 | 加仓 |
| — | FRANKLIN FINL SVCS CORP COM | $562 | 0.00% | 11 | 2 | 22.2% | $102 | 加仓 |
| CMT | CORE MOLDING TECHNOLOGIES INC COM | $560 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | GLOBAL WTR RES INC COM | $555 | 0.00% | 73 | 16 | 28.1% | $122 | 加仓 |
| — | CLIPPER RLTY INC COM | $547 | 0.00% | 181 | 21 | 13.1% | $63 | 加仓 |
| — | NATIONAL BANKSHARES INC VA COM | $546 | 0.00% | 15 | 4 | 36.4% | $146 | 加仓 |
| — | SPOK HLDGS INC COM | $535 | 0.00% | 49 | 1 | 2.1% | $11 | 加仓 |
| COFS | CHOICEONE FINANCIA COM | $534 | 0.00% | 19 | 10 | 111.1% | $281 | 加仓 |
| HSHP | HIMALAYA SHIPPING LTD ORD SHS | $532 | 0.00% | 40 | -4 | -9.1% | -$53 | 减仓 |
| — | GREAT LAKES DREDGE & DOCK CORP COM | $527 | 0.00% | 31 | -245 | -88.8% | -$4,165 | 减仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP COM CL A | $525 | 0.00% | 94 | -47 | -33.3% | -$262 | 减仓 |
| NOAH | NOAH HLDGS LTD SPON ADS | $525 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | PAMT CORP COM | $524 | 0.00% | 62 | 51 | 463.6% | $431 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC COM NEW | $523 | 0.00% | 35 | 35 | — | $523 | 新建仓 |
| — | CPI CARD GROUP INC COM NEW | $522 | 0.00% | 36 | 14 | 63.6% | $203 | 加仓 |
| ISTR | INVESTAR HOLDING CORP COM | $518 | 0.00% | 19 | 9 | 90.0% | $245 | 加仓 |
| — | FARADAY FUTURE INTLGT ELEC INC COM NEW CL A | $518 | 0.00% | 1,885 | 1,885 | — | $518 | 新建仓 |
| — | TRAVELZOO COM NEW | $509 | 0.00% | 86 | -184 | -68.1% | -$1,089 | 减仓 |
| — | BOQII HLDG LTD COM SHS CL A | $508 | 0.00% | 664 | 0 | 0.0% | — | 不变 |
| — | SB FINL GROUP INC COM | $504 | 0.00% | 24 | -1 | -4.0% | -$21 | 减仓 |
| TSCV | THRIVENT SMALL CAP VALUE ETF | $503 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | GRANITE PT MTG TR INC COM STK | $502 | 0.00% | 346 | -40 | -10.4% | -$58 | 减仓 |
| — | FORAFRIC GLOBAL PLC ORDINARY SHARES | $502 | 0.00% | 52 | 6 | 13.0% | $58 | 加仓 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $502 | 0.00% | 130 | 5 | 4.0% | $19 | 加仓 |
| — | U S GOLD CORP COM NEW | $502 | 0.00% | 33 | 33 | — | $502 | 新建仓 |
| — | MODIV INDUSTRIAL INC COM STK CL C | $500 | 0.00% | 35 | 11 | 45.8% | $157 | 加仓 |
| LONZ | PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND | $494 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ALPHA TEKNOVA INC COM | $492 | 0.00% | 170 | 170 | — | $492 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS INC COM | $491 | 0.00% | 91 | -56,891 | -99.8% | -$30.70万 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC COM | $491 | 0.00% | 20 | -8 | -28.6% | -$196 | 减仓 |
| KRUS | KURA SUSHI USA INC CL A COM | $488 | 0.00% | 7 | 6 | 600.0% | $418 | 加仓 |
| — | ACCURAY INC DEL COM | $484 | 0.00% | 1,247 | 1,199 | 2,497.9% | $465 | 加仓 |
| VOXR | VOX ROYALTY CORP COM | $482 | 0.00% | 92 | 17 | 22.7% | $89 | 加仓 |
| — | CENTESSA PHARMACEUTICALS PLC SPONSORED ADS | $477 | 0.00% | 12 | 5 | 71.4% | $199 | 加仓 |
| — | SUTRO BIOPHARMA INC COM SHS | $473 | 0.00% | 19 | -12 | -38.7% | -$299 | 减仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COM | $470 | 0.00% | 24 | -66 | -73.3% | -$1,292 | 减仓 |
| — | MATERIALISE NV SPONSORED ADS | $464 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| — | AIRSHIP AI HLDGS INC COM | $461 | 0.00% | 204 | 105 | 106.1% | $237 | 加仓 |
| — | FIRST NATL CORP VA COM | $459 | 0.00% | 17 | 14 | 466.7% | $378 | 加仓 |
| — | LUCID DIAGNOSTICS INC COM | $459 | 0.00% | 399 | 399 | — | $459 | 新建仓 |
| HYMC | HYCROFT MINING HOLDING CORP CL A NEW | $458 | 0.00% | 13 | 13 | — | $458 | 新建仓 |
| BHB | BAR HBR BANKSHARES COM | $454 | 0.00% | 14 | 5 | 55.6% | $162 | 加仓 |
| GNE | GENIE ENERGY LTD CL B | $452 | 0.00% | 32 | -125 | -79.6% | -$1,766 | 减仓 |
| — | ORGANIGRAM GLOBAL INC COM | $452 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| MEC | MAYVILLE ENGR CO INC COM | $449 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ASUR | ASURE SOFTWARE INC COM | $448 | 0.00% | 52 | 33 | 173.7% | $284 | 加仓 |
| CEVA | CEVA INC COM | $448 | 0.00% | 24 | 19 | 380.0% | $355 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL COM | $445 | 0.00% | 41 | 41 | — | $445 | 新建仓 |
| — | NI HLDGS INC COM | $439 | 0.00% | 34 | -4 | -10.5% | -$52 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP COM | $438 | 0.00% | 12 | -5 | -29.4% | -$182 | 减仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $434 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC COM | $434 | 0.00% | 264 | 230 | 676.5% | $378 | 加仓 |
| BETR | BETTER HOME & FINANCE HOLDING COM NEW CL A | $427 | 0.00% | 12 | 3 | 33.3% | $107 | 加仓 |
| JAKK | JAKKS PAC INC COM NEW | $418 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | WEYCO GROUP INC COM | $416 | 0.00% | 13 | 10 | 333.3% | $320 | 加仓 |
| GLIBK | GCI LIBERTY INC COM SER C | $409 | 0.00% | 11 | -29 | -72.5% | -$1,078 | 减仓 |
| — | EGAIN CORP COM NEW | $403 | 0.00% | 51 | 12 | 30.8% | $95 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | $401 | 0.00% | 43 | 11 | 34.4% | $103 | 加仓 |