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 |
|---|---|---|---|---|---|---|---|---|
| — | NAUTILUS BIOTECHNOLOGY INC COM | $70 | 0.00% | 18 | -31 | -63.3% | -$121 | 减仓 |
| ELMD | ELECTROMED INC COM | $69 | 0.00% | 3 | 3 | — | $69 | 新建仓 |
| — | SR BANCORP INC COM | $68 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MPTI | M-TRON INDS INC COM | $67 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC COM | $66 | 0.00% | 12 | 12 | — | $66 | 新建仓 |
| EOLS | EVOLUS INC COM | $66 | 0.00% | 16 | 16 | — | $66 | 新建仓 |
| — | BIOTE CORP CLASS A COM | $65 | 0.00% | 48 | -1 | -2.0% | -$1 | 减仓 |
| — | FRANKLIN CRYPTO INDEX ETF | $65 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | GREENTREE HOSPITALITY GROUP SPONSORED ADS | $64 | 0.00% | 51 | -58 | -53.2% | -$73 | 减仓 |
| — | LANZATECH GLOBAL INC COM NEW | $64 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | AMERICAN RLTY INVS INC COM | $62 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC COM NEW | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $61 | 0.00% | 7 | 7 | — | $61 | 新建仓 |
| CDC | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | $58 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BASSETT FURNITURE INDS INC COM | $57 | 0.00% | 4 | 3 | 300.0% | $43 | 加仓 |
| — | SIEBERT FINL CORP COM | $54 | 0.00% | 28 | 28 | — | $54 | 新建仓 |
| — | VROOM INC COM NEW | $53 | 0.00% | 4 | 2 | 100.0% | $26 | 加仓 |
| — | VERDE CLEAN FUELS INC CLASS A COM | $53 | 0.00% | 32 | 26 | 433.3% | $43 | 加仓 |
| RNA | ATRIUM THERAPEUTICS INC COM | $53 | 0.00% | 4 | 4 | — | $53 | 新建仓 |
| AMBQ | AMBIQ MICRO INC COMMON STOCK | $51 | 0.00% | 2 | 1 | 100.0% | $26 | 加仓 |
| FOA | FINANCE OF AMERICA COMPAN CL A NEW | $50 | 0.00% | 3 | 3 | — | $50 | 新建仓 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $49 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | PRO-DEX INC COLO COM NEW | $49 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC COM | $49 | 0.00% | 11 | 11 | — | $49 | 新建仓 |
| — | WESTWOOD HLDGS GROUP INC COM | $48 | 0.00% | 3 | 2 | 200.0% | $32 | 加仓 |
| — | CONSUMER PORTFOLIO SVCS INC COM | $46 | 0.00% | 6 | 5 | 500.0% | $38 | 加仓 |
| — | BRIDGER AEROSPACE GRP HLDGS IN COM | $44 | 0.00% | 22 | -121 | -84.6% | -$242 | 减仓 |
| — | VALHI INC NEW COM | $43 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RLGT | RADIANT LOGISTICS INC COM | $42 | 0.00% | 6 | 3 | 100.0% | $21 | 加仓 |
| — | X FINL SPONSORED ADS | $41 | 0.00% | 10 | -480 | -98.0% | -$1,968 | 减仓 |
| — | CELLECTIS S A SPON ADS | $41 | 0.00% | 13 | -183 | -93.4% | -$577 | 减仓 |
| — | SOLO BRANDS INC COM CL A NEW | $41 | 0.00% | 11 | -1 | -8.3% | -$4 | 减仓 |
| STLN | THE ONCOLOGY INSTITUTE INC COM | $40 | 0.00% | 13 | 13 | — | $40 | 新建仓 |
| — | UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NCMI | NATIONAL CINEMEDIA INC COM NEW | $37 | 0.00% | 12 | 12 | — | $37 | 新建仓 |
| — | XEROX HOLDINGS CORP WT EXP 021128 | $34 | 0.00% | 369 | 369 | — | $34 | 新建仓 |
| — | DIAMEDICA THERAPEUTICS INC COM NEW | $34 | 0.00% | 5 | 5 | — | $34 | 新建仓 |
| — | MEREO BIOPHARMA GROUP PLC SPON ADS | $33 | 0.00% | 100 | -317 | -76.0% | -$105 | 减仓 |
| — | FINWISE BANCORP COM | $32 | 0.00% | 2 | 2 | — | $32 | 新建仓 |
| CDRE | CADRE HLDGS INC COM | $31 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | HERTZ GLOBAL HLDGS INC WT EXP 063051 | $30 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | MATINAS BIOPHARMA HLDGS INC COM NEW | $30 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SI | SHOULDER INNOVATIONS INC COMMON STOCK | $29 | 0.00% | 2 | -5 | -71.4% | -$72 | 减仓 |
| — | SBC MED GROUP HLDGS INC COM | $29 | 0.00% | 7 | 5 | 250.0% | $21 | 加仓 |
| — | OFFERPAD SOLUTIONS INC COM CL A | $28 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | MOBILE INFRASTRUCTURE CORP COM SHS | $28 | 0.00% | 13 | 13 | — | $28 | 新建仓 |
| — | XCF GLOBAL INC COM CL A | $27 | 0.00% | 77 | 64 | 492.3% | $22 | 加仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | MEDALLION FINANCIAL CORP COM | $26 | 0.00% | 3 | 1 | 50.0% | $9 | 加仓 |
| CBK | COMMERCIAL BANCGROUP INC COM | $26 | 0.00% | 1 | 1 | — | $26 | 新建仓 |
| — | BLUE RIDGE BANKSHARES INC VA COM | $25 | 0.00% | 6 | -8 | -57.1% | -$33 | 减仓 |
| LBRX | LB PHARMACEUTICALS INC COM SHS | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| — | CHECK CAP LTD SHS | $24 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | PROTALIX BIOTHERAPEUTICS INC COM | $24 | 0.00% | 11 | 11 | — | $24 | 新建仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP I COM | $21 | 0.00% | 2 | -142 | -98.6% | -$1,491 | 减仓 |
| — | GYRE THERAPEUTICS INC COM | $21 | 0.00% | 3 | 3 | — | $21 | 新建仓 |
| RSVR | RESERVOIR MEDIA INC COM | $20 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | TRISALUS LIFE SCIENCES INC COM | $20 | 0.00% | 5 | 5 | — | $20 | 新建仓 |
| — | ACRES COMMERCIAL REALTY CORP COM NEW | $19 | 0.00% | 1 | -3 | -75.0% | -$57 | 减仓 |
| — | RCM TECHNOLOGIES INC COM NEW | $19 | 0.00% | 1 | -12 | -92.3% | -$228 | 重新持有 |
| NVCT | NUVECTIS PHARMA INC COM | $16 | 0.00% | 2 | -74 | -97.4% | -$592 | 重新持有 |
| — | MAUI LD & PINEAPPLE INC COM | $15 | 0.00% | 1 | -1 | -50.0% | -$15 | 减仓 |
| OPFI | OPPFI INC COM CL A | $15 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CITIZENS INC CL A | $15 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | PATRIOT NATL BANCORP INC COM NEW | $15 | 0.00% | 12 | 5 | 71.4% | $6 | 加仓 |
| — | THE ARENA GROUP HOLDINGS INC COM | $15 | 0.00% | 7 | 7 | — | $15 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC COM NEW | $14 | 0.00% | 1 | -88 | -98.9% | -$1,232 | 减仓 |
| — | GEN DIGITAL INC CVR | $13 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $12 | 0.00% | 0 | 0 | — | -$11 | 清仓 |
| OCSL | OAKTREE SPECIALTY LENDING COM | $11 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CFO | VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | $11 | 0.00% | 0 | 0 | — | -$11 | 清仓 |
| — | QUEST RESOURCE HLDG CORP COM NEW | $8 | 0.00% | 7 | -19 | -73.1% | -$22 | 减仓 |
| — | HF FOODS GROUP INC COM | $7 | 0.00% | 4 | -3 | -42.9% | -$5 | 减仓 |
| — | CAPSOVISION INC COM | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| — | SOLESENCE INC COM | $5 | 0.00% | 5 | 5 | — | $5 | 新建仓 |
| RILY | BRC GROUP HOLDINGS INC COM | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VENU HLDG CORP COM | $3 | 0.00% | 1 | -3,000 | -100.0% | -$9,000 | 减仓 |
| — | WORKHORSE GROUP INC COM NEW | $3 | 0.00% | 1 | -1 | -50.0% | -$3 | 减仓 |
| — | INTELLIGENT LIVING APPLICATION ORD SHS | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN CORP COM | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| — | THERAPEUTICSMD INC COM NEW | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $1 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -3,292 | -100.0% | -$146.84万 | 清仓 |
| — | FLAGSTAR BANK NATIONAL ASSOCIA UNIT 05/07/51 | $0 | 0.00% | 0 | -26,089 | -100.0% | -$104.49万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -29,347 | -100.0% | -$89.63万 | 清仓 |
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -5,158 | -100.0% | -$52.38万 | 清仓 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -4,831 | -100.0% | -$42.00万 | 清仓 |
| — | SYNOVUS FINL CORP COM NEW | $0 | 0.00% | 0 | -7,789 | -100.0% | -$38.98万 | 清仓 |
| — | CONFLUENT INC CLASS A COM | $0 | 0.00% | 0 | -11,451 | -100.0% | -$34.63万 | 清仓 |
| — | DAYFORCE INC COM | $0 | 0.00% | 0 | -3,266 | -100.0% | -$22.59万 | 清仓 |
| — | LARGO INC COM | $0 | 0.00% | 0 | -126,561 | -100.0% | -$11.86万 | 清仓 |
| — | CADENCE BANK COM | $0 | 0.00% | 0 | -2,505 | -100.0% | -$10.73万 | 清仓 |
| AGOX | ADAPTIVE ALPHA OPPORTUNITIES ETF | $0 | 0.00% | 0 | -3,176 | -100.0% | -$9.07万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARENT COM | $0 | 0.00% | 0 | -2,359 | -100.0% | -$8.98万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM T COM | $0 | 0.00% | 0 | -17,000 | -100.0% | -$8.16万 | 清仓 |
| — | TELEFONICA S A SPONSORED ADR | $0 | 0.00% | 0 | -19,848 | -100.0% | -$8.04万 | 清仓 |
| — | ANYWHERE REAL ESTATE INC COM | $0 | 0.00% | 0 | -5,210 | -100.0% | -$7.38万 | 清仓 |
| — | REV GROUP INC COM | $0 | 0.00% | 0 | -1,152 | -100.0% | -$7.01万 | 清仓 |
| — | CIDARA THERAPEUTICS INC COM NEW | $0 | 0.00% | 0 | -314 | -100.0% | -$6.94万 | 清仓 |