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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST CAP INC COM | $397 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | GSI TECHNOLOGY INC COM | $396 | 0.00% | 77 | 77 | — | $396 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC COM | $392 | 0.00% | 82 | 7 | 9.3% | $33 | 加仓 |
| — | PEOPLES BANCORP N C INC COM | $391 | 0.00% | 10 | 3 | 42.9% | $117 | 加仓 |
| — | AUDIOCODES LTD ORD | $386 | 0.00% | 46 | -150 | -76.5% | -$1,259 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES | $384 | 0.00% | 12 | 4 | 50.0% | $128 | 加仓 |
| — | EAGLE NUCLEAR ENERGY CORP COM | $384 | 0.00% | 50 | 50 | — | $384 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $381 | 0.00% | 16 | 4 | 33.3% | $95 | 加仓 |
| XPOF | XPONENTIAL FITNESS INC COM CL A | $379 | 0.00% | 63 | -92 | -59.4% | -$553 | 减仓 |
| SIBN | SI BONE INC COM | $379 | 0.00% | 30 | -6 | -16.7% | -$76 | 减仓 |
| — | SMART SAND INC COM | $379 | 0.00% | 74 | 74 | — | $379 | 新建仓 |
| — | TRUBRIDGE INC COM | $366 | 0.00% | 25 | 25 | — | $366 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC COM | $361 | 0.00% | 26 | 1 | 4.0% | $14 | 加仓 |
| BELFA | BEL FUSE INC CL A | $360 | 0.00% | 2 | 1 | 100.0% | $180 | 加仓 |
| NAVN | NAVAN INC CL A | $357 | 0.00% | 27 | -6 | -18.2% | -$79 | 减仓 |
| IKT | INHIBIKASE THERAPEUTICS INC COM NEW | $357 | 0.00% | 213 | 209 | 5,225.0% | $350 | 加仓 |
| MCHB | MECHANICS BANCORP CL A | $355 | 0.00% | 24 | -133 | -84.7% | -$1,967 | 减仓 |
| — | INSEEGO CORP COM NEW | $355 | 0.00% | 32 | 5 | 18.5% | $55 | 加仓 |
| AGYS | AGILYSYS INC COM | $355 | 0.00% | 5 | 5 | — | $355 | 新建仓 |
| — | AUDIOEYE INC COM NEW | $350 | 0.00% | 55 | -29 | -34.5% | -$185 | 减仓 |
| JCAP | JEFFERSON CAPITAL INC COM | $345 | 0.00% | 18 | 11 | 157.1% | $211 | 加仓 |
| ATEX | ANTERIX INC COM | $345 | 0.00% | 9 | 5 | 125.0% | $192 | 加仓 |
| — | LUMENT FINANCE TRUST INC COM | $342 | 0.00% | 272 | 237 | 677.1% | $298 | 加仓 |
| — | FALCONS BEYOND GLOBAL INC COM CL A | $338 | 0.00% | 24 | 24 | — | $338 | 新建仓 |
| — | ARRIVE AI INC COM NEW | $336 | 0.00% | 420 | 329 | 361.5% | $263 | 加仓 |
| FLGT | FULGENT GENETICS INC COM | $334 | 0.00% | 21 | -170 | -89.0% | -$2,704 | 减仓 |
| — | WESTWATER RES INC COM NEW | $327 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | MFS INTER HIGH INCOME FD SH BEN INT | $327 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| — | ATYR PHARMA INC COM NEW | $324 | 0.00% | 415 | 254 | 157.8% | $198 | 加仓 |
| COSO | COASTALSOUTH BANCSHARES INC COM NEW | $319 | 0.00% | 13 | 2 | 18.2% | $49 | 加仓 |
| — | ECB BANCORP INC COM | $318 | 0.00% | 19 | 2 | 11.8% | $33 | 加仓 |
| — | PLAYSTUDIOS INC CLASS A COM | $318 | 0.00% | 677 | 527 | 351.3% | $248 | 加仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC COM | $313 | 0.00% | 38 | 26 | 216.7% | $214 | 加仓 |
| — | INVESCO PHARMACEUTICALS ETF | $311 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD CLASS A COM | $311 | 0.00% | 24 | 24 | — | $311 | 新建仓 |
| — | EVI INDS INC COM | $310 | 0.00% | 15 | 11 | 275.0% | $227 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $309 | 0.00% | 45 | 22 | 95.7% | $151 | 加仓 |
| — | ATLANTIC INTL CORP COM | $308 | 0.00% | 102 | 99 | 3,300.0% | $299 | 加仓 |
| — | FRANKLIN XRP ETF | $306 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | CHICAGO ATLANTIC REAL ESTATE F COM | $305 | 0.00% | 27 | -13 | -32.5% | -$147 | 减仓 |
| SRTA | STRATA CRITICAL MEDICAL INC CL A COM | $304 | 0.00% | 73 | 15 | 25.9% | $62 | 加仓 |
| SWIM | LATHAM GROUP INC COM | $300 | 0.00% | 56 | -79 | -58.5% | -$423 | 减仓 |
| SBR | SABINE RTY TR UNIT BEN INT | $300 | 0.00% | 4 | 4 | — | $300 | 新建仓 |
| GOGO | GOGO INC COM | $298 | 0.00% | 74 | 32 | 76.2% | $129 | 加仓 |
| SGRY | SURGERY PARTNERS INC COM | $298 | 0.00% | 25 | 15 | 150.0% | $179 | 重新持有 |
| ASIC | ATEGRITY SPECIALTY IN CO HO COM | $297 | 0.00% | 15 | 5 | 50.0% | $99 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP COM | $296 | 0.00% | 42 | -81 | -65.9% | -$571 | 减仓 |
| BV | BRIGHTVIEW HLDGS INC COM | $295 | 0.00% | 25 | -57 | -69.5% | -$673 | 减仓 |
| — | ISPIRE TECHNOLOGY INC COM | $295 | 0.00% | 160 | 47 | 41.6% | $87 | 加仓 |
| CASK | MGP INGREDIENTS INC NEW COM | $295 | 0.00% | 16 | 8 | 100.0% | $148 | 加仓 |
| — | EMERALD HOLDING INC COM | $294 | 0.00% | 65 | -4 | -5.8% | -$18 | 减仓 |
| — | BRT APARTMENTS CORP COM | $293 | 0.00% | 22 | 21 | 2,100.0% | $280 | 加仓 |
| DBVT | DBV TECHNOLOGIES S A SPONSORED ADS | $292 | 0.00% | 14 | -465 | -97.1% | -$9,699 | 减仓 |
| BALY | BALLYS CORPORATION COMMON STOCK | $289 | 0.00% | 30 | 6 | 25.0% | $58 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC COM | $288 | 0.00% | 36 | 27 | 300.0% | $216 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC COM | $287 | 0.00% | 33 | -39 | -54.2% | -$339 | 减仓 |
| — | BIOLIFE SOLUTIONS INC COM NEW | $286 | 0.00% | 15 | 15 | — | $286 | 新建仓 |
| — | GRAFTECH INTL LTD SR NT COM NEW | $285 | 0.00% | 42 | 42 | — | $285 | 新建仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD COM | $284 | 0.00% | 10 | 5 | 100.0% | $142 | 加仓 |
| CTGO | CONTANGO SILVER & GOLD INC COM | $281 | 0.00% | 15 | -3 | -16.7% | -$56 | 减仓 |
| — | SEACOR MARINE HLDGS INC COM | $279 | 0.00% | 39 | 39 | — | $279 | 新建仓 |
| — | FOLD HLDGS INC COM CL A | $279 | 0.00% | 211 | 211 | — | $279 | 新建仓 |
| — | BLUE FOUNDRY BANCORP COM | $278 | 0.00% | 21 | 6 | 40.0% | $79 | 加仓 |
| TWIN | TWIN DISC INC COM | $271 | 0.00% | 18 | 8 | 80.0% | $120 | 重新持有 |
| FCEL | FUELCELL ENERGY INC COM NEW | $268 | 0.00% | 41 | 41 | — | $268 | 新建仓 |
| — | VUZIX CORP COM NEW | $266 | 0.00% | 115 | 115 | — | $266 | 新建仓 |
| EVTL | VERTICAL AEROSPACE LTD SHS NEW | $265 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $265 | 0.00% | 14 | 5 | 55.6% | $95 | 加仓 |
| AXGN | AXOGEN INC COM | $265 | 0.00% | 8 | 8 | — | $265 | 新建仓 |
| — | PARAZERO TECHNOLOGIES LTD SHS | $263 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| — | TRAEGER INC COM NEW | $261 | 0.00% | 9 | 9 | — | $261 | 新建仓 |
| CTEV | CLARITEV CORPORATION CL A NEW | $261 | 0.00% | 16 | 3 | 23.1% | $49 | 重新持有 |
| — | XUNLEI LTD SPONSORED ADS | $261 | 0.00% | 47 | 47 | — | $261 | 新建仓 |
| — | PICARD MEDICAL INC COM SHS | $259 | 0.00% | 248 | 248 | — | $259 | 新建仓 |
| — | RAMACO RES INC COM CL B | $255 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADR | $254 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PDLB | PONCE FINANCIAL GROUP INC COMMON STOCK | $251 | 0.00% | 15 | 7 | 87.5% | $117 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP COM | $250 | 0.00% | 3 | -18 | -85.7% | -$1,500 | 重新持有 |
| — | GBANK FINL HLDGS INC COM | $241 | 0.00% | 9 | 7 | 350.0% | $187 | 加仓 |
| — | EMPRESA DIST Y COMERCIAL NORTE SPON ADR | $240 | 0.00% | 8 | -2 | -20.0% | -$60 | 减仓 |
| — | HANOVER BANCORP INC COM | $237 | 0.00% | 11 | 1 | 10.0% | $22 | 加仓 |
| NPCE | NEUROPACE INC COM | $237 | 0.00% | 18 | 18 | — | $237 | 新建仓 |
| METC | RAMACO RES INC COM CL A | $232 | 0.00% | 15 | 5 | 50.0% | $77 | 加仓 |
| — | LIVEWIRE GROUP INC COM | $226 | 0.00% | 136 | 124 | 1,033.3% | $206 | 加仓 |
| — | OATLY GROUP AB SPONSORED ADS | $223 | 0.00% | 22 | -190 | -89.6% | -$1,926 | 减仓 |
| — | EASTERN CO COM | $221 | 0.00% | 11 | -9 | -45.0% | -$181 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $215 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | SEVEN HILLS REALTY TRUST COM | $214 | 0.00% | 26 | 0 | 0.0% | — | 重新持有 |
| — | FLYEXCLUSIVE INC COM CL A | $214 | 0.00% | 95 | 95 | — | $214 | 新建仓 |
| — | TVARDI THERAPEUTICS INC COM | $213 | 0.00% | 67 | 62 | 1,240.0% | $197 | 加仓 |
| ATLC | ATLANTICUS HOLDINGS CORP COM | $210 | 0.00% | 4 | 4 | — | $210 | 新建仓 |
| — | SOLANA ETF | $209 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | CHAIN BRIDGE BANCORP INC CL A | $209 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | NACCO INDS INC CL A | $208 | 0.00% | 4 | 1 | 33.3% | $52 | 加仓 |
| — | KOLIBRI GLOBAL ENERGY INC COM NEW | $208 | 0.00% | 38 | 38 | — | $208 | 新建仓 |
| — | MAMMOTH ENERGY SVCS INC COM | $205 | 0.00% | 84 | 76 | 950.0% | $185 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $204 | 0.00% | 24 | -50 | -67.6% | -$425 | 减仓 |
| VERA | VERA THERAPEUTICS INC CL A | $201 | 0.00% | 5 | 4 | 400.0% | $161 | 加仓 |
| — | BAOZUN INC SPONSORED ADR | $196 | 0.00% | 82 | -26 | -24.1% | -$62 | 减仓 |
| MIAX | MIAMI INTL HLDGS INC COM | $195 | 0.00% | 5 | 5 | — | $195 | 新建仓 |