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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY TOTAL BOND ETF | $65.36万 | 0.02% | 14,327 | -88 | -0.6% | -$4,015 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $64.88万 | 0.02% | 2,024 | -28 | -1.4% | -$8,975 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $64.87万 | 0.02% | 1,094 | -194 | -15.1% | -$11.50万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $64.85万 | 0.02% | 32,834 | 1,972 | 6.4% | $3.89万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $64.60万 | 0.02% | 5,330 | -518 | -8.9% | -$6.28万 | 减仓 |
| MMM | 3M CO COM | $64.52万 | 0.02% | 4,443 | -230 | -4.9% | -$3.34万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $64.52万 | 0.02% | 2,799 | 770 | 37.9% | $17.75万 | 加仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $64.09万 | 0.02% | 6,337 | -9,391 | -59.7% | -$94.98万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $63.88万 | 0.02% | 10,417 | 3,757 | 56.4% | $23.04万 | 加仓 |
| MSCI | MSCI INC COM | $63.79万 | 0.02% | 1,183 | 249 | 26.7% | $13.43万 | 加仓 |
| VST | VISTRA CORP COM | $63.59万 | 0.02% | 4,230 | -180 | -4.1% | -$2.71万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $63.06万 | 0.02% | 26,485 | 8,342 | 46.0% | $19.86万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $62.93万 | 0.02% | 3,220 | 367 | 12.9% | $7.17万 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $62.70万 | 0.02% | 7,019 | -740 | -9.5% | -$6.61万 | 减仓 |
| ILMN | ILLUMINA INC COM | $62.62万 | 0.02% | 5,080 | -897 | -15.0% | -$11.06万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $62.41万 | 0.02% | 6,302 | -230 | -3.5% | -$2.28万 | 减仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $62.28万 | 0.02% | 8,441 | -56 | -0.7% | -$4,132 | 减仓 |
| FLTW | FRANKLIN FTSE TAIWAN ETF | $61.50万 | 0.02% | 9,030 | 3,544 | 64.6% | $24.14万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $61.06万 | 0.02% | 4,660 | 875 | 23.1% | $11.47万 | 加仓 |
| SYY | SYSCO CORP COM | $60.93万 | 0.02% | 8,543 | 2,829 | 49.5% | $20.18万 | 加仓 |
| ALL | ALLSTATE CORP COM | $60.90万 | 0.02% | 2,937 | 335 | 12.9% | $6.95万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $60.81万 | 0.02% | 12,360 | 348 | 2.9% | $1.71万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $60.67万 | 0.02% | 6,590 | 768 | 13.2% | $7.07万 | 加仓 |
| BAUG | INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | $60.61万 | 0.02% | 12,407 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $60.58万 | 0.02% | 12,629 | 3,094 | 32.4% | $14.84万 | 加仓 |
| STE | STERIS PLC SHS USD | $60.48万 | 0.02% | 2,735 | -894 | -24.6% | -$19.77万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $60.25万 | 0.02% | 8,315 | -296 | -3.4% | -$2.14万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $60.03万 | 0.02% | 4,557 | 202 | 4.6% | $2.66万 | 加仓 |
| COR | CENCORA INC COM | $59.91万 | 0.02% | 1,907 | 274 | 16.8% | $8.61万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $59.74万 | 0.02% | 38,172 | 6,276 | 19.7% | $9.82万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $59.73万 | 0.02% | 3,203 | 251 | 8.5% | $4.68万 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $59.58万 | 0.02% | 28,781 | 11,980 | 71.3% | $24.80万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $59.55万 | 0.02% | 12,171 | 1,552 | 14.6% | $7.59万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $58.96万 | 0.02% | 13,036 | 2,459 | 23.2% | $11.12万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $58.93万 | 0.02% | 2,012 | 11 | 0.5% | $3,222 | 加仓 |
| SBUX | STARBUCKS CORP COM | $58.90万 | 0.02% | 6,574 | 2,005 | 43.9% | $17.96万 | 加仓 |
| BIIB | BIOGEN INC COM | $58.27万 | 0.02% | 3,178 | 780 | 32.5% | $14.30万 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $58.15万 | 0.02% | 11,663 | -1,059 | -8.3% | -$5.28万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $58.09万 | 0.02% | 11,309 | 1,276 | 12.7% | $6.55万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM COM | $58.00万 | 0.02% | 4,286 | 620 | 16.9% | $8.39万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $57.89万 | 0.02% | 1,992 | 560 | 39.1% | $16.27万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $57.86万 | 0.02% | 1,523 | 44 | 3.0% | $1.67万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $57.82万 | 0.02% | 7,497 | 3,678 | 96.3% | $28.37万 | 加仓 |
| SLB | SLB LIMITED COM STK | $57.79万 | 0.02% | 11,245 | 2,947 | 35.5% | $15.14万 | 加仓 |
| HLN | HALEON PLC SPON ADS | $57.58万 | 0.02% | 57,526 | 22,508 | 64.3% | $22.53万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $57.38万 | 0.02% | 2,894 | -950 | -24.7% | -$18.83万 | 减仓 |
| MOS | MOSAIC CO COM | $57.25万 | 0.02% | 22,450 | 12,227 | 119.6% | $31.18万 | 加仓 |
| — | FRANKLIN FTSE AUSTRALIA ETF | $57.09万 | 0.02% | 17,347 | 7,406 | 74.5% | $24.38万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $57.03万 | 0.02% | 11,395 | 3,770 | 49.4% | $18.87万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $57.01万 | 0.02% | 818 | 2 | 0.2% | $1,394 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $56.77万 | 0.02% | 4,199 | 213 | 5.3% | $2.88万 | 加仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $56.72万 | 0.02% | 4,336 | 1,653 | 61.6% | $21.62万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $56.71万 | 0.02% | 2,592 | -313 | -10.8% | -$6.85万 | 减仓 |
| MCO | MOODYS CORP COM | $56.69万 | 0.02% | 1,300 | 373 | 40.2% | $16.27万 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $56.67万 | 0.02% | 832 | 151 | 22.2% | $10.28万 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $56.64万 | 0.02% | 2,453 | -2,080 | -45.9% | -$48.03万 | 减仓 |
| DOW | DOW HLDGS INC COM | $56.37万 | 0.02% | 13,534 | 10,534 | 351.1% | $43.88万 | 加仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $56.25万 | 0.02% | 22,749 | 3,560 | 18.6% | $8.80万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $56.03万 | 0.02% | 7,042 | -1,827 | -20.6% | -$14.54万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $55.69万 | 0.02% | 5,757 | 585 | 11.3% | $5.66万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC COM | $55.65万 | 0.02% | 20,287 | 1,041 | 5.4% | $2.86万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $55.35万 | 0.02% | 11,454 | 5,749 | 100.8% | $27.78万 | 加仓 |
| FISV | FISERV INC COM | $55.25万 | 0.02% | 9,903 | 2,915 | 41.7% | $16.26万 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $55.01万 | 0.02% | 10,486 | -65 | -0.6% | -$3,410 | 减仓 |
| BWA | BORGWARNER INC COM | $54.96万 | 0.02% | 10,129 | -788 | -7.2% | -$4.28万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $54.96万 | 0.02% | 109,264 | 25,222 | 30.0% | $12.69万 | 加仓 |
| ATI | ATI INC COM | $54.63万 | 0.02% | 3,756 | -111 | -2.9% | -$1.61万 | 减仓 |
| PAYX | PAYCHEX INC COM | $54.62万 | 0.02% | 5,929 | 2,671 | 82.0% | $24.61万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC COM | $54.45万 | 0.02% | 26,026 | 380 | 1.5% | $7,950 | 加仓 |
| ROL | ROLLINS INC COM | $54.11万 | 0.02% | 10,131 | -1,658 | -14.1% | -$8.86万 | 减仓 |
| VRSN | VERISIGN INC COM | $54.09万 | 0.02% | 2,177 | 23 | 1.1% | $5,715 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $54.09万 | 0.02% | 4,927 | 2,337 | 90.2% | $25.66万 | 加仓 |
| — | PROSHARES ULTRA BLOOMBERG NATURAL GAS | $54.06万 | 0.02% | 33,534 | -4,111 | -10.9% | -$6.63万 | 减仓 |
| TXT | TEXTRON INC COM | $54.04万 | 0.02% | 6,172 | -323 | -5.0% | -$2.83万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $53.93万 | 0.02% | 11,496 | -7,023 | -37.9% | -$32.94万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $53.90万 | 0.02% | 3,124 | -735 | -19.0% | -$12.68万 | 减仓 |
| O | REALTY INCOME CORP COM | $53.89万 | 0.02% | 8,809 | 1,040 | 13.4% | $6.36万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM | $53.78万 | 0.02% | 9,982 | -1,023 | -9.3% | -$5.51万 | 减仓 |
| TGT | TARGET CORP COM | $53.57万 | 0.02% | 4,420 | 716 | 19.3% | $8.68万 | 加仓 |
| ECL | ECOLAB INC COM | $53.42万 | 0.02% | 2,008 | 103 | 5.4% | $2.74万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $53.24万 | 0.02% | 6,003 | 1,405 | 30.6% | $12.46万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $53.21万 | 0.02% | 14,063 | 2,251 | 19.1% | $8.52万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $53.16万 | 0.02% | 2,455 | -340 | -12.2% | -$7.36万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $53.13万 | 0.02% | 4,661 | 692 | 17.4% | $7.89万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $53.07万 | 0.02% | 4,584 | 411 | 9.8% | $4.76万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $52.98万 | 0.02% | 3,635 | -1,160 | -24.2% | -$16.91万 | 减仓 |
| SAP | SAP SE SPON ADR | $52.77万 | 0.02% | 3,082 | 84 | 2.8% | $1.44万 | 加仓 |
| UYLD | ANGEL OAK ULTRASHORT INCOME ETF | $52.73万 | 0.02% | 10,333 | 2,834 | 37.8% | $14.46万 | 加仓 |
| — | UNITED STATES GASOLINE FUND LP | $52.49万 | 0.02% | 5,079 | 2,498 | 96.8% | $25.81万 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $52.47万 | 0.02% | 20,257 | 3,648 | 22.0% | $9.45万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $52.38万 | 0.02% | 5,777 | 2,312 | 66.7% | $20.96万 | 加仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $52.23万 | 0.02% | 6,599 | 5,787 | 712.7% | $45.80万 | 加仓 |
| FAST | FASTENAL CO COM | $52.23万 | 0.02% | 11,256 | 2,655 | 30.9% | $12.32万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $52.04万 | 0.02% | 1,874 | 83 | 4.6% | $2.30万 | 加仓 |
| — | EVENTIDE SMALL CAP ETF | $52.04万 | 0.02% | 19,893 | 8,623 | 76.5% | $22.56万 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $52.00万 | 0.02% | 8,335 | 1,381 | 19.9% | $8.62万 | 加仓 |
| FIVE | FIVE BELOW INC COM | $51.98万 | 0.02% | 2,275 | 650 | 40.0% | $14.85万 | 加仓 |
| VTR | VENTAS INC COM | $51.68万 | 0.02% | 6,320 | -306 | -4.6% | -$2.50万 | 减仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $51.67万 | 0.02% | 1,937 | 689 | 55.2% | $18.38万 | 加仓 |
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | $51.48万 | 0.02% | 4,532 | -332 | -6.8% | -$3.77万 | 减仓 |