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 |
|---|---|---|---|---|---|---|---|---|
| QTRX | QUANTERIX CORP COM | $193 | 0.00% | 55 | -168 | -75.3% | -$590 | 减仓 |
| AII | AMERICAN INTEGRITY INS GROUP I COM | $193 | 0.00% | 10 | 10 | — | $193 | 新建仓 |
| — | GOHEALTH INC CL A NEW | $192 | 0.00% | 128 | 14 | 12.3% | $21 | 加仓 |
| — | GREENWICH LIFESCIENCES INC COM | $192 | 0.00% | 8 | 3 | 60.0% | $72 | 加仓 |
| PKE | PARK AEROSPACE CORP COM | $192 | 0.00% | 7 | -497 | -98.6% | -$1.36万 | 重新持有 |
| CRMD | CORMEDIX INC COM | $190 | 0.00% | 28 | 18 | 180.0% | $122 | 加仓 |
| MAGN | MAGNERA CORP COM SHS | $190 | 0.00% | 20 | 19 | 1,900.0% | $180 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC COM | $189 | 0.00% | 5 | -23 | -82.1% | -$869 | 减仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC CL A | $188 | 0.00% | 5 | 5 | — | $188 | 新建仓 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $185 | 0.00% | 20 | 11 | 122.2% | $102 | 加仓 |
| FUNC | FIRST UTD CORP COM | $184 | 0.00% | 5 | 3 | 150.0% | $110 | 加仓 |
| MUX | MCEWEN INC. COM NEW | $184 | 0.00% | 9 | 9 | — | $184 | 新建仓 |
| — | VALUE LINE INC COM | $176 | 0.00% | 5 | -2 | -28.6% | -$70 | 减仓 |
| — | NATUZZI S P A SPON ADS | $174 | 0.00% | 57 | -18 | -24.0% | -$55 | 减仓 |
| — | J JILL INC COM | $172 | 0.00% | 15 | 3 | 25.0% | $34 | 加仓 |
| — | CSP INC COM | $172 | 0.00% | 20 | 19 | 1,900.0% | $163 | 加仓 |
| — | LAKELAND INDS INC COM | $172 | 0.00% | 21 | -67 | -76.1% | -$549 | 重新持有 |
| — | CB FINL SVCS INC COM | $171 | 0.00% | 5 | -1 | -16.7% | -$34 | 减仓 |
| — | UNITED SEC BANCSHARES CALIF COM | $169 | 0.00% | 16 | 4 | 33.3% | $42 | 加仓 |
| FUND | SPROTT FOCUS TR INC COM | $164 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XES | STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ZSPACE INC COM | $163 | 0.00% | 1,442 | 1,442 | — | $163 | 新建仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $162 | 0.00% | 3 | -1 | -25.0% | -$54 | 减仓 |
| — | FULL HSE RESORTS INC COM | $160 | 0.00% | 71 | -57 | -44.5% | -$128 | 减仓 |
| ASST | STRIVE INC CL A COM | $160 | 0.00% | 16 | 16 | — | $160 | 新建仓 |
| SSYS | STRATASYS LTD SHS | $156 | 0.00% | 20 | 20 | — | $156 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC COM | $156 | 0.00% | 4 | -80 | -95.2% | -$3,120 | 重新持有 |
| NRIX | NURIX THERAPEUTICS INC COM | $155 | 0.00% | 10 | 10 | — | $155 | 新建仓 |
| BKTI | BK TECHNOLOGIES CORPORATION COM | $149 | 0.00% | 2 | 1 | 100.0% | $74 | 加仓 |
| LFCR | LIFECORE BIOMEDICAL INC COM | $148 | 0.00% | 40 | 7 | 21.2% | $26 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | $146 | 0.00% | 35 | 34 | 3,400.0% | $142 | 加仓 |
| — | STRAWBERRY FIELDS REIT INC COM | $144 | 0.00% | 12 | 5 | 71.4% | $60 | 加仓 |
| — | OUTLOOK THERAPEUTICS INC COM | $143 | 0.00% | 696 | 0 | 0.0% | — | 不变 |
| — | COMPX INTL INC CL A | $141 | 0.00% | 6 | 2 | 50.0% | $47 | 加仓 |
| — | GAIA INC NEW CL A | $139 | 0.00% | 50 | 50 | — | $139 | 新建仓 |
| QHY | WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND | $137 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC COM NEW | $137 | 0.00% | 45 | 37 | 462.5% | $113 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC COM | $134 | 0.00% | 12 | 7 | 140.0% | $78 | 加仓 |
| ELA | ENVELA CORP COM | $133 | 0.00% | 8 | 6 | 300.0% | $100 | 加仓 |
| ONEW | ONEWATER MARINE INC CL A COM | $132 | 0.00% | 14 | 8 | 133.3% | $75 | 加仓 |
| IMNM | IMMUNOME INC COM | $131 | 0.00% | 6 | 6 | — | $131 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC COM | $131 | 0.00% | 11 | 11 | — | $131 | 新建仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $130 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | MEDIWOUND LTD SHS NEW | $129 | 0.00% | 8 | 8 | — | $129 | 新建仓 |
| JANX | JANUX THERAPEUTICS INC COM | $126 | 0.00% | 9 | -47 | -83.9% | -$658 | 减仓 |
| — | A K A BRANDS HLDG CORP COM SHS | $124 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | FRIEDMAN INDS INC COM | $124 | 0.00% | 7 | 2 | 40.0% | $35 | 加仓 |
| — | STRATUS PPTYS INC COM NEW | $123 | 0.00% | 4 | 1 | 33.3% | $31 | 加仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC COM | $122 | 0.00% | 6 | 6 | — | $122 | 新建仓 |
| — | SUPERIOR GROUP OF CO INC COM | $121 | 0.00% | 12 | 6 | 100.0% | $60 | 加仓 |
| — | LOGISTIC PROPERTIES OF THE AME USD ORD SHS | $121 | 0.00% | 37 | 21 | 131.2% | $69 | 加仓 |
| — | SANUWAVE HEALTH INC COM | $121 | 0.00% | 7 | 7 | — | $121 | 新建仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $120 | 0.00% | 2 | -16,033 | -100.0% | -$96.20万 | 减仓 |
| — | HIREQUEST INC COM | $120 | 0.00% | 12 | 7 | 140.0% | $70 | 重新持有 |
| — | DIREXION DAILY FTSE CHINA BEAR 3X ETF | $117 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | EFFICIENT MARKET PORTFOLIO PLUS ETF TRUST UNITS | $117 | 0.00% | 4 | 4 | — | $117 | 新建仓 |
| — | BLINK CHARGING CO COM | $113 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LGN | LEGENCE CORP CL A | $113 | 0.00% | 2 | 2 | — | $113 | 新建仓 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $109 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | $109 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | MERIDIAN HOLDINGS INC COM | $108 | 0.00% | 15 | -36 | -70.6% | -$259 | 减仓 |
| DSGN | DESIGN THERAPEUTICS INC COM | $107 | 0.00% | 10 | 7 | 233.3% | $75 | 加仓 |
| OPBK | OP BANCORP COM | $107 | 0.00% | 8 | 7 | 700.0% | $94 | 加仓 |
| — | SKYX PLATFORMS CORP COM | $106 | 0.00% | 95 | 95 | — | $106 | 新建仓 |
| — | NEONODE INC COM PAR | $103 | 0.00% | 74 | 74 | — | $103 | 新建仓 |
| — | MARINE PRODS CORP COM | $102 | 0.00% | 14 | 4 | 40.0% | $29 | 加仓 |
| — | BINGEX LTD SPONSORED ADS A | $101 | 0.00% | 38 | -99 | -72.3% | -$263 | 减仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SUNRISE RLTY TR INC COM | $100 | 0.00% | 13 | 8 | 160.0% | $62 | 加仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $100 | 0.00% | 1 | 1 | — | $100 | 新建仓 |
| TITN | TITAN MACHY INC COM | $100 | 0.00% | 6 | -100 | -94.3% | -$1,667 | 重新持有 |
| — | SOUTHLAND HLDGS INC COM | $99 | 0.00% | 77 | 52 | 208.0% | $67 | 加仓 |
| RELL | RICHARDSON ELECTRS LTD COM | $99 | 0.00% | 9 | 8 | 800.0% | $88 | 加仓 |
| — | UNION BANKSHARES INC COM | $98 | 0.00% | 4 | 3 | 300.0% | $74 | 加仓 |
| — | RICHMOND MUT BANCORPORATION COM | $96 | 0.00% | 7 | -4 | -36.4% | -$55 | 减仓 |
| — | KRANESHARES MSCI ALL CHINA HEALTH CARE INDEX ETF | $95 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KIDS | ORTHOPEDIATRICS CORP COM | $95 | 0.00% | 6 | 4 | 200.0% | $63 | 加仓 |
| — | ACTUATE THERAPEUTICS INC COM | $95 | 0.00% | 35 | 33 | 1,650.0% | $90 | 加仓 |
| — | DMC GLOBAL INC COM | $94 | 0.00% | 18 | -32 | -64.0% | -$167 | 减仓 |
| JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $93 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP INC COM NEW | $93 | 0.00% | 22 | 22 | — | $93 | 新建仓 |
| — | HERE GROUP LTD ADS | $92 | 0.00% | 26 | -29 | -52.7% | -$103 | 减仓 |
| — | VIRCO MFG CO COM | $91 | 0.00% | 15 | -18 | -54.5% | -$109 | 减仓 |
| GSM | FERROGLOBE PLC SHS | $91 | 0.00% | 22 | 22 | — | $91 | 新建仓 |
| COMT | ISHARES COMMODITIES SELECT STRATEGY ETF | $90 | 0.00% | 3 | -1 | -25.0% | -$30 | 减仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $88 | 0.00% | 3 | 3 | — | $88 | 新建仓 |
| TSME | THRIVENT SMALL-MID CAP EQUITY ETF | $83 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | $80 | 0.00% | 7 | -165 | -95.9% | -$1,886 | 减仓 |
| — | BIOXCEL THERAPEUTICS INC COM NEW | $80 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | MONTAUK RENEWABLES INC COM | $79 | 0.00% | 69 | -54 | -43.9% | -$62 | 减仓 |
| CLFD | CLEARFIELD INC COM | $79 | 0.00% | 3 | 3 | — | $79 | 新建仓 |
| STRT | STRATTEC SEC CORP COM | $78 | 0.00% | 1 | 1 | — | $78 | 新建仓 |
| VSDB | VANGUARD SHORT DURATION BOND ETF | $76 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | KESTREL GROUP LTD COM | $76 | 0.00% | 7 | -1 | -12.5% | -$11 | 重新持有 |
| — | SKY HARBOUR GROUP CORPORATION COM CL A | $76 | 0.00% | 8 | -5 | -38.5% | -$48 | 重新持有 |
| LXRX | LEXICON PHARMACEUTICALS INC COM NEW | $75 | 0.00% | 48 | -110 | -69.6% | -$172 | 减仓 |
| — | LANDMARK BANCORP INC COM | $74 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC CO COM | $74 | 0.00% | 5 | -37 | -88.1% | -$548 | 重新持有 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $72 | 0.00% | 2 | -198 | -99.0% | -$7,128 | 减仓 |
| — | TRANSCONTINENTAL RLTY INVS COM NEW | $70 | 0.00% | 2 | -1 | -33.3% | -$35 | 减仓 |