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 |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC COM | $94.44万 | 0.03% | 4,495 | 1,887 | 72.4% | $39.65万 | 加仓 |
| — | PROSHARES ULTRA GOLD | $94.42万 | 0.03% | 15,363 | -10,654 | -41.0% | -$65.48万 | 减仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $94.23万 | 0.03% | 13,435 | -1,082 | -7.5% | -$7.59万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $93.61万 | 0.03% | 13,013 | 1,821 | 16.3% | $13.10万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $92.97万 | 0.03% | 7,837 | 2,173 | 38.4% | $25.78万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $92.57万 | 0.03% | 1,909 | 414 | 27.7% | $20.08万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $92.49万 | 0.03% | 4,552 | 1,847 | 68.3% | $37.53万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $91.66万 | 0.03% | 10,074 | 1,104 | 12.3% | $10.04万 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $91.57万 | 0.03% | 4,444 | 1,139 | 34.5% | $23.47万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $90.81万 | 0.03% | 4,677 | 850 | 22.2% | $16.50万 | 加仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $90.68万 | 0.03% | 9,093 | 2,967 | 48.4% | $29.59万 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $90.55万 | 0.03% | 19,373 | -2,576 | -11.7% | -$12.04万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $90.53万 | 0.03% | 13,718 | 3,283 | 31.5% | $21.67万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $89.79万 | 0.03% | 2,069 | 513 | 33.0% | $22.26万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $89.77万 | 0.03% | 26,773 | 7,130 | 36.3% | $23.91万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $89.49万 | 0.03% | 13,968 | 2,489 | 21.7% | $15.95万 | 加仓 |
| — | EVENTIDE INTERNATIONAL ETF | $89.18万 | 0.03% | 35,354 | 15,331 | 76.6% | $38.67万 | 加仓 |
| LOW | LOWES COS INC COM | $88.98万 | 0.03% | 3,766 | 222 | 6.3% | $5.25万 | 加仓 |
| INTU | INTUIT COM | $88.69万 | 0.03% | 2,050 | 619 | 43.3% | $26.78万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $88.65万 | 0.03% | 26,904 | -2,849 | -9.6% | -$9.39万 | 减仓 |
| ENB | ENBRIDGE INC COM | $88.64万 | 0.03% | 16,372 | 2,536 | 18.3% | $13.73万 | 加仓 |
| EWP | ISHARES MSCI SPAIN ETF | $88.45万 | 0.03% | 16,285 | 3,320 | 25.6% | $18.03万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $88.26万 | 0.03% | 18,997 | 15,187 | 398.6% | $70.56万 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $87.45万 | 0.03% | 9,883 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $87.29万 | 0.03% | 1,670 | 637 | 61.7% | $33.30万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $86.37万 | 0.03% | 4,186 | -719 | -14.7% | -$14.84万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $85.77万 | 0.03% | 10,243 | 2,687 | 35.6% | $22.50万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $85.35万 | 0.03% | 7,663 | 3,623 | 89.7% | $40.35万 | 加仓 |
| EVR | EVERCORE INC CLASS A | $85.34万 | 0.03% | 2,859 | 1,085 | 61.2% | $32.39万 | 加仓 |
| AON | AON PLC SHS CL A | $85.15万 | 0.03% | 2,638 | 1,054 | 66.5% | $34.02万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $84.72万 | 0.03% | 13,502 | 5,802 | 75.4% | $36.41万 | 加仓 |
| NDAQ | NASDAQ INC COM | $84.65万 | 0.03% | 9,970 | 558 | 5.9% | $4.74万 | 加仓 |
| USB | US BANCORP COM NEW | $84.47万 | 0.03% | 16,241 | 1,276 | 8.5% | $6.64万 | 加仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $84.08万 | 0.03% | 12,625 | 5,739 | 83.3% | $38.22万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $83.67万 | 0.03% | 2,869 | 857 | 42.6% | $24.99万 | 加仓 |
| NKE | NIKE INC CL B | $83.06万 | 0.03% | 15,725 | 12,349 | 365.8% | $65.23万 | 加仓 |
| CI | THE CIGNA GROUP COM | $83.04万 | 0.03% | 3,112 | 1,608 | 106.9% | $42.91万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $82.87万 | 0.03% | 6,323 | 303 | 5.0% | $3.97万 | 加仓 |
| FTNT | FORTINET INC COM | $82.78万 | 0.03% | 10,129 | 2,549 | 33.6% | $20.83万 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $82.59万 | 0.03% | 1,720 | -296 | -14.7% | -$14.21万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $81.87万 | 0.02% | 10,889 | 4,227 | 63.4% | $31.78万 | 加仓 |
| CME | CME GROUP INC COM | $81.68万 | 0.02% | 2,765 | 787 | 39.8% | $23.25万 | 加仓 |
| AGQ | PROSHARES ULTRA SILVER | $81.46万 | 0.02% | 6,816 | 900 | 15.2% | $10.76万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $81.37万 | 0.02% | 9,548 | 2,401 | 33.6% | $20.46万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $81.09万 | 0.02% | 3,476 | 632 | 22.2% | $14.74万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $80.72万 | 0.02% | 47,567 | 12,888 | 37.2% | $21.87万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $80.23万 | 0.02% | 734 | -15 | -2.0% | -$1.64万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $79.49万 | 0.02% | 4,382 | 781 | 21.7% | $14.17万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $79.32万 | 0.02% | 8,530 | 1,323 | 18.4% | $12.30万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $78.75万 | 0.02% | 2,861 | 449 | 18.6% | $12.36万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $78.31万 | 0.02% | 9,037 | -777 | -7.9% | -$6.73万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $78.26万 | 0.02% | 17,023 | 1,195 | 7.5% | $5.49万 | 加仓 |
| EQIX | EQUINIX INC COM | $78.15万 | 0.02% | 797 | 277 | 53.3% | $27.16万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $77.51万 | 0.02% | 6,534 | 917 | 16.3% | $10.88万 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $77.39万 | 0.02% | 5,712 | 1,801 | 46.0% | $24.40万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $77.00万 | 0.02% | 35,831 | -3,610 | -9.2% | -$7.76万 | 减仓 |
| UBS | UBS GROUP AG SHS | $76.60万 | 0.02% | 19,605 | 6,105 | 45.2% | $23.85万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $76.37万 | 0.02% | 13,447 | 3,429 | 34.2% | $19.47万 | 加仓 |
| ROST | ROSS STORES INC COM | $75.05万 | 0.02% | 3,464 | 755 | 27.9% | $16.36万 | 加仓 |
| BURL | BURLINGTON STORES INC COM | $74.58万 | 0.02% | 2,292 | 1,371 | 148.9% | $44.61万 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $74.19万 | 0.02% | 6,273 | 1,063 | 20.4% | $12.57万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $73.83万 | 0.02% | 25,717 | 8,560 | 49.9% | $24.58万 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $73.73万 | 0.02% | 1,736 | 162 | 10.3% | $6.88万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $73.66万 | 0.02% | 3,524 | 1,152 | 48.6% | $24.08万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $73.47万 | 0.02% | 28,129 | 2,668 | 10.5% | $6.97万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $72.98万 | 0.02% | 2,751 | 614 | 28.7% | $16.29万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $72.79万 | 0.02% | 22,740 | -2,167 | -8.7% | -$6.94万 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $72.72万 | 0.02% | 5,399 | 883 | 19.6% | $11.89万 | 加仓 |
| GRMN | GARMIN LTD SHS | $72.70万 | 0.02% | 3,133 | 628 | 25.1% | $14.57万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $72.55万 | 0.02% | 3,678 | -299 | -7.5% | -$5.90万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $72.31万 | 0.02% | 6,097 | -556 | -8.4% | -$6.59万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $72.21万 | 0.02% | 12,762 | 45 | 0.4% | $2,546 | 加仓 |
| AME | AMETEK INC COM | $71.98万 | 0.02% | 3,357 | 675 | 25.2% | $14.47万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $71.84万 | 0.02% | 33,134 | 10,369 | 45.5% | $22.48万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $71.65万 | 0.02% | 11,736 | 3,146 | 36.6% | $19.21万 | 加仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $71.50万 | 0.02% | 11,380 | 5,956 | 109.8% | $37.42万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $71.21万 | 0.02% | 2,012 | 208 | 11.5% | $7.36万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $70.99万 | 0.02% | 8,831 | -3,503 | -28.4% | -$28.16万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $70.06万 | 0.02% | 4,312 | 65 | 1.5% | $1.06万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $69.85万 | 0.02% | 14,861 | 684 | 4.8% | $3.21万 | 加仓 |
| HAS | HASBRO INC COM | $68.82万 | 0.02% | 7,352 | -22 | -0.3% | -$2,059 | 减仓 |
| — | MICROSECTORS GOLD MINERS 3X LEVERAGED ETN | $68.77万 | 0.02% | 3,415 | -3,694 | -52.0% | -$74.39万 | 减仓 |
| SAN | BANCO SANTANDER SA ADR | $68.47万 | 0.02% | 60,702 | 21,327 | 54.2% | $24.06万 | 加仓 |
| CPAY | CORPAY INC COM SHS | $68.39万 | 0.02% | 2,351 | 989 | 72.6% | $28.77万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $68.38万 | 0.02% | 10,195 | -866 | -7.8% | -$5.81万 | 减仓 |
| CSX | CSX CORP COM | $67.97万 | 0.02% | 16,559 | 3,097 | 23.0% | $12.71万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $67.82万 | 0.02% | 11,766 | 390 | 3.4% | $2.25万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $67.52万 | 0.02% | 2,220 | -438 | -16.5% | -$13.32万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $67.25万 | 0.02% | 1,507 | 416 | 38.1% | $18.56万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $67.20万 | 0.02% | 11,206 | 1,599 | 16.6% | $9.59万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $67.18万 | 0.02% | 14,284 | 823 | 6.1% | $3.87万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $67.08万 | 0.02% | 1,222 | 415 | 51.4% | $22.78万 | 加仓 |
| — | PROSHARES ULTRA BITCOIN ETF | $66.51万 | 0.02% | 57,139 | 7,452 | 15.0% | $8.67万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $66.48万 | 0.02% | 5,074 | 434 | 9.4% | $5.69万 | 加仓 |
| MLI | MUELLER INDS INC COM | $66.37万 | 0.02% | 5,990 | 629 | 11.7% | $6.97万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $66.27万 | 0.02% | 9,118 | 3,316 | 57.2% | $24.10万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $65.90万 | 0.02% | 4,192 | 58 | 1.4% | $9,118 | 加仓 |
| COKE | COCA COLA CONS INC COM | $65.64万 | 0.02% | 3,423 | 468 | 15.8% | $8.97万 | 加仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $65.62万 | 0.02% | 16,079 | 3,106 | 23.9% | $12.68万 | 加仓 |
| FN | FABRINET SHS | $65.45万 | 0.02% | 1,255 | 291 | 30.2% | $15.18万 | 加仓 |