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 |
|---|---|---|---|---|---|---|---|---|
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $44.66万 | 0.02% | 21,157 | -2,134 | -9.2% | -$4.50万 | 减仓 |
| VTR | VENTAS INC COM | $44.55万 | 0.02% | 5,017 | -1,303 | -20.6% | -$11.57万 | 减仓 |
| AYI | ACUITY INC COM | $44.37万 | 0.01% | 1,178 | 182 | 18.3% | $6.86万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $44.27万 | 0.01% | 3,817 | 125 | 3.4% | $1.45万 | 加仓 |
| USO | UNITED STATES OIL FUND LP | $44.27万 | 0.01% | 4,159 | 4,072 | 4,680.5% | $43.34万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $44.18万 | 0.01% | 1,664 | -311 | -15.7% | -$8.26万 | 减仓 |
| RBRK | RUBRIK INC. CL A | $44.14万 | 0.01% | 5,498 | 4,022 | 272.5% | $32.29万 | 加仓 |
| IVZ | INVESCO LTD SHS | $44.09万 | 0.01% | 16,706 | -2,563 | -13.3% | -$6.76万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $44.04万 | 0.01% | 2,279 | -352 | -13.4% | -$6.80万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $44.00万 | 0.01% | 4,563 | -1,440 | -24.0% | -$13.88万 | 减仓 |
| NTNX | NUTANIX INC CL A | $43.92万 | 0.01% | 8,619 | -219 | -2.5% | -$1.12万 | 减仓 |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | $43.85万 | 0.01% | 5,722 | 4,150 | 264.0% | $31.80万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $43.71万 | 0.01% | 1,904 | -551 | -22.4% | -$12.65万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $43.61万 | 0.01% | 3,260 | 103 | 3.3% | $1.38万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $43.54万 | 0.01% | 845 | -26 | -3.0% | -$1.34万 | 减仓 |
| YOU | CLEAR SECURE INC COM CL A | $43.41万 | 0.01% | 7,790 | 89 | 1.2% | $4,960 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $43.11万 | 0.01% | 1,594 | 128 | 8.7% | $3.46万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $43.07万 | 0.01% | 4,446 | 54 | 1.2% | $5,231 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $43.03万 | 0.01% | 2,227 | -731 | -24.7% | -$14.12万 | 减仓 |
| EDV | VANGUARD EXTENDED DURATION TREASURY ETF | $42.95万 | 0.01% | 6,600 | 6,600 | — | $42.95万 | 新建仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $42.79万 | 0.01% | 2,362 | 337 | 16.6% | $6.10万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $42.75万 | 0.01% | 789 | -305 | -27.9% | -$16.53万 | 减仓 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $42.67万 | 0.01% | 2,533 | -310 | -10.9% | -$5.22万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $42.65万 | 0.01% | 3,962 | -454 | -10.3% | -$4.89万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $42.52万 | 0.01% | 15,625 | -10,494 | -40.2% | -$28.55万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $42.48万 | 0.01% | 8,430 | 4,561 | 117.9% | $22.98万 | 加仓 |
| FAST | FASTENAL CO COM | $42.46万 | 0.01% | 8,841 | -2,415 | -21.5% | -$11.60万 | 减仓 |
| TTC | TORO CO COM | $42.34万 | 0.01% | 4,346 | -1,126 | -20.6% | -$10.97万 | 减仓 |
| CAG | CONAGRA BRANDS INC COM | $42.23万 | 0.01% | 31,374 | 3,362 | 12.0% | $4.53万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $42.14万 | 0.01% | 1,137 | -405 | -26.3% | -$15.01万 | 减仓 |
| COR | CENCORA INC COM | $41.89万 | 0.01% | 1,480 | -427 | -22.4% | -$12.08万 | 减仓 |
| COO | COOPER COS INC COM | $41.77万 | 0.01% | 5,825 | 528 | 10.0% | $3.79万 | 加仓 |
| VEU | Vanguard FTSE All-World Ex-US Index Fund ETF | $41.73万 | 0.01% | 4,982 | -25 | -0.5% | -$2,094 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $41.71万 | 0.01% | 2,350 | -137 | -5.5% | -$2.43万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $41.66万 | 0.01% | 2,536 | -191 | -7.0% | -$3.14万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $41.32万 | 0.01% | 7,979 | -3,517 | -30.6% | -$18.21万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $41.30万 | 0.01% | 2,729 | -1,463 | -34.9% | -$22.14万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $41.19万 | 0.01% | 9,651 | -3,851 | -28.5% | -$16.44万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $41.14万 | 0.01% | 896 | -1,013 | -53.1% | -$46.51万 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $40.99万 | 0.01% | 5,885 | -2,450 | -29.4% | -$17.06万 | 减仓 |
| MDB | MONGODB INC CL A | $40.95万 | 0.01% | 1,219 | -351 | -22.4% | -$11.79万 | 减仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $40.90万 | 0.01% | 9,348 | 8 | 0.1% | $350 | 加仓 |
| TSN | TYSON FOODS INC CL A | $40.88万 | 0.01% | 7,141 | -6,827 | -48.9% | -$39.08万 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $40.87万 | 0.01% | 2,351 | -614 | -20.7% | -$10.67万 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $40.66万 | 0.01% | 1,767 | 1,077 | 156.1% | $24.78万 | 加仓 |
| O | REALTY INCOME CORP COM | $40.45万 | 0.01% | 6,528 | -2,281 | -25.9% | -$14.13万 | 减仓 |
| TXT | TEXTRON INC COM | $40.44万 | 0.01% | 4,409 | -1,763 | -28.6% | -$16.17万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $40.44万 | 0.01% | 3,052 | -1,147 | -27.3% | -$15.20万 | 减仓 |
| MKSI | MKS INC. COM | $40.43万 | 0.01% | 909 | -211 | -18.8% | -$9.39万 | 减仓 |
| S | SENTINELONE INC CL A | $40.40万 | 0.01% | 23,805 | 1,145 | 5.1% | $1.94万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $40.33万 | 0.01% | 15,804 | -294 | -1.8% | -$7,503 | 减仓 |
| BP | BP PLC SPONSORED ADR | $40.31万 | 0.01% | 10,910 | -3,951 | -26.6% | -$14.60万 | 减仓 |
| WWD | WOODWARD INC COM | $40.12万 | 0.01% | 943 | -197 | -17.3% | -$8.38万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $40.10万 | 0.01% | 3,434 | -1,150 | -25.1% | -$13.43万 | 减仓 |
| BPOP | POPULAR INC COM NEW | $40.04万 | 0.01% | 2,439 | -434 | -15.1% | -$7.13万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $39.96万 | 0.01% | 10,355 | 0 | 0.0% | — | 不变 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $39.94万 | 0.01% | 4,019 | -10,807 | -72.9% | -$107.40万 | 减仓 |
| MOS | MOSAIC CO COM | $39.89万 | 0.01% | 18,824 | -3,626 | -16.2% | -$7.68万 | 减仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $39.85万 | 0.01% | 11,350 | 2,014 | 21.6% | $7.07万 | 加仓 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $39.85万 | 0.01% | 10,025 | -17,951 | -64.2% | -$71.36万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $39.79万 | 0.01% | 1,675 | -326 | -16.3% | -$7.74万 | 减仓 |
| FLEX | FLEX LTD ORD | $39.77万 | 0.01% | 2,454 | -2,373 | -49.2% | -$38.46万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $39.71万 | 0.01% | 4,354 | -708 | -14.0% | -$6.46万 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $39.65万 | 0.01% | 6,476 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $39.62万 | 0.01% | 1,047 | -142 | -11.9% | -$5.37万 | 减仓 |
| SAP | SAP SE SPON ADR | $39.58万 | 0.01% | 2,568 | -514 | -16.7% | -$7.92万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $39.56万 | 0.01% | 3,873 | 3,534 | 1,042.5% | $36.10万 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $39.55万 | 0.01% | 19,719 | -9,062 | -31.5% | -$18.18万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $39.45万 | 0.01% | 2,074 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR | $39.43万 | 0.01% | 14,680 | -5,180 | -26.1% | -$13.91万 | 减仓 |
| NNN | NNN REIT INC COM | $39.34万 | 0.01% | 8,455 | 1,911 | 29.2% | $8.89万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $39.20万 | 0.01% | 2,513 | -657 | -20.7% | -$10.25万 | 减仓 |
| — | NEXTPLAT CORP COM | $39.20万 | 0.01% | 58,067 | 58,067 | — | $39.20万 | 新建仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $39.12万 | 0.01% | 9,354 | -3,260 | -25.8% | -$13.63万 | 减仓 |
| EGP | EASTGROUP PPTYS INC COM | $39.10万 | 0.01% | 1,931 | -85 | -4.2% | -$1.72万 | 减仓 |
| WCC | WESCO INTL INC COM | $39.00万 | 0.01% | 1,129 | -328 | -22.5% | -$11.33万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $38.98万 | 0.01% | 6,311 | -1,345 | -17.6% | -$8.31万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $38.96万 | 0.01% | 66,821 | -42,443 | -38.8% | -$24.74万 | 减仓 |
| HEEM | ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | $38.78万 | 0.01% | 8,669 | 8,669 | — | $38.78万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $38.70万 | 0.01% | 3,110 | 216 | 7.5% | $2.69万 | 加仓 |
| TAN | INVESCO SOLAR ETF | $38.69万 | 0.01% | 6,541 | 2,187 | 50.2% | $12.94万 | 加仓 |
| EFX | EQUIFAX INC COM | $38.67万 | 0.01% | 2,436 | -236 | -8.8% | -$3.75万 | 减仓 |
| EBAY | EBAY INC. COM | $38.61万 | 0.01% | 3,455 | -908 | -20.8% | -$10.15万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $38.57万 | 0.01% | 738 | 45 | 6.5% | $2.35万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $38.56万 | 0.01% | 3,576 | -943 | -20.9% | -$10.17万 | 减仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $38.54万 | 0.01% | 6,714 | -5,911 | -46.8% | -$33.93万 | 减仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $38.54万 | 0.01% | 7,310 | -4,328 | -37.2% | -$22.82万 | 减仓 |
| HON | HONEYWELL INTL INC COM | $38.53万 | 0.01% | 1,721 | -3,180 | -64.9% | -$71.20万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II COM | $38.16万 | 0.01% | 53,514 | -1,329 | -2.4% | -$9,476 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $38.13万 | 0.01% | 3,587 | 14 | 0.4% | $1,488 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $38.11万 | 0.01% | 1,724 | 1,724 | — | $38.11万 | 新建仓 |
| MET | METLIFE INC COM | $38.07万 | 0.01% | 4,500 | -1,042 | -18.8% | -$8.82万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $38.05万 | 0.01% | 7,937 | -427 | -5.1% | -$2.05万 | 减仓 |
| EWBC | EAST WEST BANCORP INC COM | $37.98万 | 0.01% | 2,942 | -174 | -5.6% | -$2.25万 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $37.93万 | 0.01% | 9,969 | -2,483 | -19.9% | -$9.45万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $37.63万 | 0.01% | 8,171 | -1,099 | -11.9% | -$5.06万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $37.41万 | 0.01% | 2,532 | -698 | -21.6% | -$10.31万 | 减仓 |
| KMX | CARMAX INC COM | $37.30万 | 0.01% | 7,053 | -4,288 | -37.8% | -$22.68万 | 减仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $37.23万 | 0.01% | 5,536 | 185 | 3.5% | $1.24万 | 加仓 |
| ECL | ECOLAB INC COM | $37.05万 | 0.01% | 1,330 | -678 | -33.8% | -$18.89万 | 减仓 |