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 |
|---|---|---|---|---|---|---|---|---|
| TTC | TORO CO COM | $51.13万 | 0.02% | 5,472 | 942 | 20.8% | $8.80万 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $51.13万 | 0.02% | 6,696 | 4,696 | 234.8% | $35.85万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $51.11万 | 0.02% | 3,098 | 272 | 9.6% | $4.49万 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $50.85万 | 0.02% | 14,766 | 4,661 | 46.1% | $16.05万 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $50.45万 | 0.02% | 2,958 | -641 | -17.8% | -$10.93万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $50.43万 | 0.02% | 1,542 | 341 | 28.4% | $11.15万 | 加仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $50.05万 | 0.02% | 12,614 | 2,207 | 21.2% | $8.76万 | 加仓 |
| — | EVENTIDE LARGE CAP GROWTH ETF | $49.99万 | 0.02% | 21,420 | 9,287 | 76.5% | $21.68万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $49.61万 | 0.02% | 3,635 | 283 | 8.4% | $3.86万 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $49.56万 | 0.02% | 6,580 | 970 | 17.3% | $7.31万 | 加仓 |
| WAB | WABTEC COM | $49.53万 | 0.02% | 1,983 | 312 | 18.7% | $7.79万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $49.19万 | 0.01% | 1,975 | 331 | 20.1% | $8.24万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $49.18万 | 0.01% | 3,692 | 2,533 | 218.6% | $33.74万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $49.02万 | 0.01% | 8,605 | 4,350 | 102.2% | $24.78万 | 加仓 |
| CTAS | CINTAS CORP COM | $48.25万 | 0.01% | 2,854 | 869 | 43.8% | $14.69万 | 加仓 |
| SRE | SEMPRA COM | $48.24万 | 0.01% | 4,965 | 886 | 21.7% | $8.61万 | 加仓 |
| EFX | EQUIFAX INC COM | $48.12万 | 0.01% | 2,672 | 998 | 59.6% | $17.97万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $48.09万 | 0.01% | 6,941 | 2,340 | 50.9% | $16.21万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $47.98万 | 0.01% | 11,359 | 3,250 | 40.1% | $13.73万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $47.96万 | 0.01% | 25,896 | 12,669 | 95.8% | $23.46万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $47.89万 | 0.01% | 5,134 | 1,544 | 43.0% | $14.40万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $47.70万 | 0.01% | 8,471 | 2,157 | 34.2% | $12.14万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $47.68万 | 0.01% | 11,951 | -159 | -1.3% | -$6,344 | 减仓 |
| OKE | ONEOK INC NEW COM | $47.34万 | 0.01% | 5,237 | 1,906 | 57.2% | $17.23万 | 加仓 |
| EXEL | EXELIXIS INC COM | $47.24万 | 0.01% | 11,015 | -1,396 | -11.2% | -$5.99万 | 减仓 |
| KMX | CARMAX INC COM | $47.16万 | 0.01% | 11,341 | 3,607 | 46.6% | $15.00万 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $47.12万 | 0.01% | 3,225 | -31 | -1.0% | -$4,530 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $47.04万 | 0.01% | 405 | 21 | 5.5% | $2.44万 | 加仓 |
| ITT | ITT INC COM | $46.88万 | 0.01% | 2,461 | 1,488 | 152.9% | $28.35万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $46.88万 | 0.01% | 3,062 | 2,500 | 444.8% | $38.28万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $46.87万 | 0.01% | 4,416 | 487 | 12.4% | $5.17万 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $46.84万 | 0.01% | 2,536 | 1,034 | 68.8% | $19.10万 | 加仓 |
| IVZ | INVESCO LTD SHS | $46.80万 | 0.01% | 19,269 | 4,880 | 33.9% | $11.85万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $46.65万 | 0.01% | 10,355 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $46.58万 | 0.01% | 1,623 | 131 | 8.8% | $3.76万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $46.09万 | 0.01% | 4,073 | 1,188 | 41.2% | $13.44万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $45.78万 | 0.01% | 363 | 61 | 20.2% | $7.69万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $45.74万 | 0.01% | 4,698 | 1,408 | 42.8% | $13.71万 | 加仓 |
| IEV | ISHARES EUROPE ETF | $45.69万 | 0.01% | 6,725 | 1,406 | 26.4% | $9.55万 | 加仓 |
| HEGD | SWAN HEDGED EQUITY US LARGE CAP ETF | $45.56万 | 0.01% | 18,446 | 4,119 | 28.7% | $10.17万 | 加仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $45.44万 | 0.01% | 8,232 | 290 | 3.7% | $1.60万 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $45.35万 | 0.01% | 8,193 | -5,632 | -40.7% | -$31.18万 | 减仓 |
| UGI | UGI CORP NEW COM | $45.29万 | 0.01% | 12,434 | 2,592 | 26.3% | $9.44万 | 加仓 |
| — | BRAZIL POTASH CORP COMMON SHARES | $44.98万 | 0.01% | 138,839 | 5,937 | 4.5% | $1.92万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $44.81万 | 0.01% | 6,588 | 970 | 17.3% | $6.60万 | 加仓 |
| NTRA | NATERA INC COM | $44.80万 | 0.01% | 2,240 | -849 | -27.5% | -$16.98万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $44.76万 | 0.01% | 7,656 | 1,811 | 31.0% | $10.59万 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $44.29万 | 0.01% | 2,025 | 2,025 | — | $44.29万 | 新建仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $44.24万 | 0.01% | 5,596 | -48 | -0.9% | -$3,795 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $44.22万 | 0.01% | 935 | 38 | 4.2% | $1.80万 | 加仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $44.17万 | 0.01% | 9,215 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $44.03万 | 0.01% | 28,012 | 11,314 | 67.8% | $17.79万 | 加仓 |
| MTZ | MASTEC INC COM | $44.01万 | 0.01% | 1,368 | 145 | 11.9% | $4.67万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $44.00万 | 0.01% | 2,707 | 1,469 | 118.7% | $23.88万 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $44.00万 | 0.01% | 2,158 | 186 | 9.4% | $3.79万 | 加仓 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $43.93万 | 0.01% | 4,395 | -421 | -8.7% | -$4.21万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $43.69万 | 0.01% | 2,487 | 250 | 11.2% | $4.39万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $43.55万 | 0.01% | 23,291 | -4,091 | -14.9% | -$7.65万 | 减仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $43.55万 | 0.01% | 18,255 | -871 | -4.6% | -$2.08万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $43.49万 | 0.01% | 4,289 | 301 | 7.5% | $3.05万 | 加仓 |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $43.46万 | 0.01% | 10,653 | 3,024 | 39.6% | $12.34万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $43.45万 | 0.01% | 2,631 | 1,220 | 86.5% | $20.15万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $43.19万 | 0.01% | 2,461 | 1,980 | 411.6% | $34.75万 | 加仓 |
| CPRT | COPART INC COM | $43.18万 | 0.01% | 13,007 | 5,755 | 79.4% | $19.11万 | 加仓 |
| IT | GARTNER INC COM | $43.04万 | 0.01% | 2,718 | 771 | 39.6% | $12.21万 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $43.03万 | 0.01% | 1,251 | 79 | 6.7% | $2.72万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $42.80万 | 0.01% | 3,230 | 4 | 0.1% | $530 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $42.70万 | 0.01% | 9,270 | 3,972 | 75.0% | $18.30万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC COM | $42.64万 | 0.01% | 3,199 | 2,604 | 437.6% | $34.71万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $42.62万 | 0.01% | 9,373 | -44 | -0.5% | -$2,001 | 减仓 |
| OSIS | OSI SYSTEMS INC COM | $42.61万 | 0.01% | 1,605 | 130 | 8.8% | $3.45万 | 加仓 |
| D | DOMINION ENERGY INC COM | $42.59万 | 0.01% | 6,890 | 438 | 6.8% | $2.71万 | 加仓 |
| RKT | ROCKET COS INC COM CL A | $42.57万 | 0.01% | 29,872 | 11,394 | 61.7% | $16.24万 | 加仓 |
| G | GENPACT LIMITED SHS | $42.43万 | 0.01% | 11,392 | 4,320 | 61.1% | $16.09万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $42.29万 | 0.01% | 4,404 | 564 | 14.7% | $5.42万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $42.27万 | 0.01% | 2,001 | 109 | 5.8% | $2.30万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $42.16万 | 0.01% | 2,077 | 614 | 42.0% | $12.46万 | 加仓 |
| BCS | BARCLAYS PLC ADR | $42.02万 | 0.01% | 19,860 | 4,821 | 32.1% | $10.20万 | 加仓 |
| E | ENI SPA SPONSORED ADR | $41.89万 | 0.01% | 7,401 | 210 | 2.9% | $1.19万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $41.88万 | 0.01% | 8,968 | 3,963 | 79.2% | $18.51万 | 加仓 |
| KVUE | KENVUE INC COM | $41.80万 | 0.01% | 24,245 | 11,788 | 94.6% | $20.32万 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $41.65万 | 0.01% | 6,188 | 4,176 | 207.6% | $28.11万 | 加仓 |
| SF | STIFEL FINL CORP COM | $41.46万 | 0.01% | 5,609 | 2,082 | 59.1% | $15.39万 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $41.38万 | 0.01% | 2,965 | 560 | 23.3% | $7.82万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $41.36万 | 0.01% | 4,519 | -892 | -16.5% | -$8.16万 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $41.25万 | 0.01% | 2,292 | 656 | 40.1% | $11.81万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $41.24万 | 0.01% | 16,098 | -5,669 | -26.0% | -$14.52万 | 减仓 |
| PCAR | PACCAR INC COM | $41.21万 | 0.01% | 3,568 | 439 | 14.0% | $5.07万 | 加仓 |
| DOV | DOVER CORP COM | $41.11万 | 0.01% | 1,973 | 222 | 12.7% | $4.63万 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $41.06万 | 0.01% | 4,453 | -269 | -5.7% | -$2.48万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $40.98万 | 0.01% | 4,392 | 1,455 | 49.5% | $13.58万 | 加仓 |
| WWD | WOODWARD INC COM | $40.81万 | 0.01% | 1,140 | 247 | 27.7% | $8.84万 | 加仓 |
| NXT | NEXTPOWER INC CLASS A COM | $40.81万 | 0.01% | 3,385 | 2,071 | 157.6% | $24.97万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $40.73万 | 0.01% | 8,684 | 3,906 | 81.7% | $18.32万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $40.66万 | 0.01% | 6,565 | 2,471 | 60.4% | $15.30万 | 加仓 |
| MHK | MOHAWK INDS INC COM | $40.65万 | 0.01% | 4,129 | 2,560 | 163.2% | $25.21万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $40.59万 | 0.01% | 3,049 | 1,185 | 63.6% | $15.77万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $40.53万 | 0.01% | 2,613 | 786 | 43.0% | $12.19万 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $40.53万 | 0.01% | 2,822 | 344 | 13.9% | $4.94万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $40.46万 | 0.01% | 720 | 7 | 1.0% | $3,933 | 加仓 |