EverSource Wealth Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001710537
$29.69亿2026Q2 申报市值
4,389持仓数
20.3%前十大占比 · 第一大 3.7%
208 / 218新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IWO 加仓+$1,162.34万
POOL 加仓+$780.38万
USIG 加仓+$606.25万
CGCP 加仓+$571.74万
XOM 新建仓+$550.71万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$7,853.16万
VEA 减仓-$6,772.86万
VTV 减仓-$5,710.24万
PRAXIS IMPACT LA 减仓-$3,472.33万
PRAXIS IMPACT LA 减仓-$3,213.63万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $106 | 0.00% | 23 | -105 | -82.0% | -$484 | 减仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $105 | 0.00% | 110 | 110 | — | $105 | 新建仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | $102 | 0.00% | 30 | -5 | -14.3% | -$17 | 减仓 |
| ACRS | ACLARIS THERAPEUTICS INC COM | $101 | 0.00% | 19 | -458 | -96.0% | -$2,435 | 减仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | COMPX INTL INC CL A | $100 | 0.00% | 4 | -2 | -33.3% | -$50 | 减仓 |
| — | ZOMEDICA CORP COM | $100 | 0.00% | 1,000 | 990 | 9,900.0% | $99 | 重新持有 |
| MPTI | M-TRON INDS INC COM | $99 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GAIA INC NEW CL A | $98 | 0.00% | 46 | -4 | -8.0% | -$9 | 减仓 |
| TBN | TAMBORAN RES CORP COM | $98 | 0.00% | 3 | 3 | — | $98 | 新建仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | $97 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| INBX | INHIBRX BIOSCIENCES INC COM | $95 | 0.00% | 1 | -257 | -99.6% | -$2.44万 | 减仓 |
| — | NEONODE INC COM PAR | $94 | 0.00% | 100 | 26 | 35.1% | $24 | 加仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $93 | 0.00% | 3 | -297 | -99.0% | -$9,207 | 减仓 |
| — | KNOW LABS INC COM NEW | $92 | 0.00% | 295 | -5,288 | -94.7% | -$1,649 | 减仓 |
| — | XEROX HOLDINGS CORP WT EXP 021128 | $90 | 0.00% | 326 | -43 | -11.7% | -$12 | 减仓 |
| RSVR | RESERVOIR MEDIA INC COM | $90 | 0.00% | 9 | 7 | 350.0% | $70 | 加仓 |
| — | AMERICAN RLTY INVS INC COM | $89 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | TVARDI THERAPEUTICS INC COM | $88 | 0.00% | 46 | -21 | -31.3% | -$40 | 减仓 |
| — | KRANESHARES MSCI ALL CHINA HEALTH CARE INDEX ETF | $88 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AMBQ | AMBIQ MICRO INC COMMON STOCK | $88 | 0.00% | 1 | -1 | -50.0% | -$88 | 减仓 |
| SSYS | STRATASYS LTD SHS | $86 | 0.00% | 10 | -10 | -50.0% | -$86 | 减仓 |
| — | STRATUS PPTYS INC COM NEW | $86 | 0.00% | 3 | -1 | -25.0% | -$29 | 减仓 |
| — | BIOXCEL THERAPEUTICS INC COM NEW | $85 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES COMMODITIES SELECT STRATEGY ETF | $81 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | THE ARENA GROUP HOLDINGS INC COM | $81 | 0.00% | 97 | 90 | 1,285.7% | $75 | 加仓 |
| — | CITIZENS INC CL A | $81 | 0.00% | 14 | 11 | 366.7% | $64 | 加仓 |
| LMB | LIMBACH HLDGS INC COM | $77 | 0.00% | 1 | -7 | -87.5% | -$539 | 减仓 |
| VSDB | VANGUARD SHORT DURATION BOND ETF | $76 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STLN | THE ONCOLOGY INSTITUTE INC COM | $76 | 0.00% | 14 | 1 | 7.7% | $5 | 加仓 |
| — | VALHI INC NEW COM | $74 | 0.00% | 5 | 2 | 66.7% | $30 | 加仓 |
| — | COSAN S A ADS | $72 | 0.00% | 25 | -2,626 | -99.1% | -$7,563 | 减仓 |
| — | RHINEBECK BANCORP INC COM | $69 | 0.00% | 4 | 4 | — | $69 | 新建仓 |
| — | PUBLIC POL HLDG CO INC ORD SHS | $67 | 0.00% | 9 | 9 | — | $67 | 新建仓 |
| — | VERDE CLEAN FUELS INC CLASS A COM | $65 | 0.00% | 64 | 32 | 100.0% | $32 | 加仓 |
| LBRX | LB PHARMACEUTICALS INC COM SHS | $65 | 0.00% | 2 | 1 | 100.0% | $32 | 加仓 |
| — | MOBILE INFRASTRUCTURE CORP COM SHS | $64 | 0.00% | 46 | 33 | 253.8% | $46 | 加仓 |
| — | XTRACKERS S&P 500 GROWTH SCORED & SCREENED ETF | $62 | 0.00% | 1 | 1 | — | $62 | 新建仓 |
| — | LIVEWIRE GROUP INC COM | $61 | 0.00% | 55 | -81 | -59.6% | -$90 | 减仓 |
| — | FULL HSE RESORTS INC COM | $61 | 0.00% | 22 | -49 | -69.0% | -$136 | 减仓 |
| CDC | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $59 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN CRYPTO INDEX ETF | $55 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | $51 | 0.00% | 1 | -13 | -92.9% | -$663 | 减仓 |
| — | SUNPOWER INC COM | $48 | 0.00% | 70 | -542 | -88.6% | -$372 | 减仓 |
| — | TRANSCONTINENTAL RLTY INVS COM NEW | $46 | 0.00% | 1 | -1 | -50.0% | -$46 | 减仓 |
| FUBO | FUBOTV INC COM NEW CL A | $46 | 0.00% | 5 | 5 | — | $46 | 新建仓 |
| — | UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RR | RICHTECH ROBOTICS INC CL B | $42 | 0.00% | 20 | 20 | — | $42 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $41 | 0.00% | 5 | -19 | -79.2% | -$156 | 减仓 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $40 | 0.00% | 6 | -261 | -97.8% | -$1,740 | 减仓 |
| — | AMERICAS CAR-MART INC COM | $39 | 0.00% | 14 | -86 | -86.0% | -$240 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC COM NEW | $39 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CELLECTIS S A SPON ADS | $39 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | CHAINCE DIGITAL HOLDINGS INC ORDINARY SHARES | $39 | 0.00% | 9 | 9 | — | $39 | 新建仓 |
| ELMT | ELMET GROUP CO (THE) COMMON STOCK | $39 | 0.00% | 2 | 2 | — | $39 | 新建仓 |
| — | CAPSOVISION INC COM | $38 | 0.00% | 5 | 4 | 400.0% | $30 | 加仓 |
| — | MATINAS BIOPHARMA HLDGS INC COM NEW | $37 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | GEN DIGITAL INC CVR | $37 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $36 | 0.00% | 1 | -1 | -50.0% | -$36 | 减仓 |
| — | MAUI LD & PINEAPPLE INC COM | $36 | 0.00% | 2 | 1 | 100.0% | $18 | 加仓 |
| — | DIAMEDICA THERAPEUTICS INC COM NEW | $35 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | KORU MEDICAL SYSTEMS INC COM | $34 | 0.00% | 8 | 8 | — | $34 | 新建仓 |
| — | SOLESENCE INC COM | $33 | 0.00% | 45 | 40 | 800.0% | $29 | 加仓 |
| RCAT | RED CAT HLDGS INC COM | $32 | 0.00% | 3 | -1,538 | -99.8% | -$1.64万 | 减仓 |
| — | MEREO BIOPHARMA GROUP PLC SPON ADS | $32 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | SOLO BRANDS INC COM CL A NEW | $31 | 0.00% | 9 | -2 | -18.2% | -$7 | 减仓 |
| — | XCF GLOBAL INC COM CL A | $28 | 0.00% | 65 | -12 | -15.6% | -$5 | 减仓 |
| LAES | SEALSQ CORP ORD SHS | $28 | 0.00% | 9 | 9 | — | $28 | 新建仓 |
| LFTO | LIFTOFF MOBILE INC COM | $24 | 0.00% | 1 | 1 | — | $24 | 新建仓 |
| NRGV | ENERGY VAULT HOLDINGS INC COM | $24 | 0.00% | 5 | 5 | — | $24 | 新建仓 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $23 | 0.00% | 8 | -122 | -93.8% | -$351 | 减仓 |
| — | VROOM INC COM NEW | $23 | 0.00% | 3 | -1 | -25.0% | -$8 | 减仓 |
| — | KNIGHTSCOPE INC CL A NEW | $21 | 0.00% | 10 | -162 | -94.2% | -$340 | 减仓 |
| — | OFFERPAD SOLUTIONS INC COM CL A | $20 | 0.00% | 4 | 4 | — | $20 | 新建仓 |
| — | SES AI CORPORATION CL A COM | $19 | 0.00% | 20 | -1,983 | -99.0% | -$1,884 | 减仓 |
| — | ACRES COMMERCIAL REALTY CORP COM NEW | $18 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | HERTZ GLOBAL HLDGS INC WT EXP 063051 | $17 | 0.00% | 16 | 3 | 23.1% | $3 | 加仓 |
| — | KANDI TECHNOLOGIES GROUP INC USD ORD SHS | $14 | 0.00% | 20 | 20 | — | $14 | 新建仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $13 | 0.00% | 0 | 0 | — | -$12 | 清仓 |
| INFQ | INFLEQTION INC COM SHS | $13 | 0.00% | 1 | 1 | — | $13 | 新建仓 |
| CFO | VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | $12 | 0.00% | 0 | 0 | — | -$11 | 清仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $11 | 0.00% | 0 | -40 | -100.0% | -$3,307 | 清仓 |
| LFCR | LIFECORE BIOMEDICAL INC COM | $11 | 0.00% | 2 | -38 | -95.0% | -$209 | 减仓 |
| — | TRINSEO PLC SHS | $9 | 0.00% | 5,375 | -55 | -1.0% | -$0 | 减仓 |
| — | WORKHORSE GROUP INC COM NEW | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | 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 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $1 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -60,927 | -100.0% | -$1,033.68万 | 清仓 |
| — | PROSHARES ULTRA BLOOMBERG NATURAL GAS | $0 | 0.00% | 0 | -33,534 | -100.0% | -$54.06万 | 清仓 |
| — | BRAZIL POTASH CORP COMMON SHARES | $0 | 0.00% | 0 | -138,839 | -100.0% | -$44.98万 | 清仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -9,215 | -100.0% | -$44.17万 | 清仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $0 | 0.00% | 0 | -4,107 | -100.0% | -$28.00万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -7,515 | -100.0% | -$26.41万 | 清仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -2,390 | -100.0% | -$22.88万 | 清仓 |
| — | NEXTPLAT CORP COM NEW | $0 | 0.00% | 0 | -580,686 | -100.0% | -$21.60万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -3,689 | -100.0% | -$19.45万 | 清仓 |
| — | MASIMO CORP COM | $0 | 0.00% | 0 | -1,064 | -100.0% | -$18.93万 | 清仓 |
| — | AMAZON COM INC CLL OPT 12/27 230.0 CAL 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$17.25万 | 清仓 |