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 |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC COM | $40.37万 | 0.01% | 1,126 | 177 | 18.7% | $6.35万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $40.18万 | 0.01% | 2,137 | 362 | 20.4% | $6.81万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $40.15万 | 0.01% | 3,170 | 97 | 3.2% | $1.23万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $40.09万 | 0.01% | 11,952 | 5,951 | 99.2% | $19.96万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $40.05万 | 0.01% | 4,972 | 734 | 17.3% | $5.91万 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $39.89万 | 0.01% | 4,716 | 1,253 | 36.2% | $10.60万 | 加仓 |
| WCC | WESCO INTL INC COM | $39.87万 | 0.01% | 1,457 | 368 | 33.8% | $10.07万 | 加仓 |
| EBAY | EBAY INC. COM | $39.71万 | 0.01% | 4,363 | 700 | 19.1% | $6.37万 | 加仓 |
| ADSK | AUTODESK INC COM | $39.67万 | 0.01% | 1,657 | -12 | -0.7% | -$2,873 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $39.44万 | 0.01% | 3,916 | 530 | 15.7% | $5.34万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $39.42万 | 0.01% | 5,239 | 673 | 14.7% | $5.06万 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $39.36万 | 0.01% | 9,877 | 3,847 | 63.8% | $15.33万 | 加仓 |
| ARMK | ARAMARK COM | $39.31万 | 0.01% | 9,698 | -1,435 | -12.9% | -$5.82万 | 减仓 |
| MET | METLIFE INC COM | $39.19万 | 0.01% | 5,542 | -366 | -6.2% | -$2.59万 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $39.18万 | 0.01% | 5,386 | 2,033 | 60.6% | $14.79万 | 加仓 |
| EQT | EQT CORP COM | $39.16万 | 0.01% | 6,154 | 236 | 4.0% | $1.50万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $38.86万 | 0.01% | 1,336 | 401 | 42.9% | $11.66万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $38.84万 | 0.01% | 2,727 | -36 | -1.3% | -$5,128 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $38.73万 | 0.01% | 2,150 | 213 | 11.0% | $3.84万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $38.66万 | 0.01% | 6,845 | 752 | 12.3% | $4.25万 | 加仓 |
| GWW | WW GRAINGER INC COM | $38.62万 | 0.01% | 354 | 101 | 39.9% | $11.02万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $38.62万 | 0.01% | 3,078 | 111 | 3.7% | $1.39万 | 加仓 |
| FLS | FLOWSERVE CORP COM | $38.56万 | 0.01% | 5,245 | 1,090 | 26.2% | $8.01万 | 加仓 |
| SECT | MAIN SECTOR ROTATION ETF | $38.55万 | 0.01% | 6,384 | 3,189 | 99.8% | $19.26万 | 加仓 |
| BPOP | POPULAR INC COM NEW | $38.55万 | 0.01% | 2,873 | -354 | -11.0% | -$4.75万 | 减仓 |
| MDB | MONGODB INC CL A | $38.43万 | 0.01% | 1,570 | 212 | 15.6% | $5.19万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $38.35万 | 0.01% | 11,638 | 2,523 | 27.7% | $8.31万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $38.33万 | 0.01% | 2,326 | 123 | 5.6% | $2.03万 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $38.24万 | 0.01% | 12,452 | 1,149 | 10.2% | $3.53万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $38.22万 | 0.01% | 4,927 | 868 | 21.4% | $6.73万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $38.16万 | 0.01% | 1,466 | 334 | 29.5% | $8.69万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $38.11万 | 0.01% | 7,224 | 6,180 | 592.0% | $32.61万 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $37.99万 | 0.01% | 14,582 | 1,844 | 14.5% | $4.80万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $37.93万 | 0.01% | 3,458 | 710 | 25.8% | $7.79万 | 加仓 |
| COO | COOPER COS INC COM | $37.87万 | 0.01% | 5,297 | 601 | 12.8% | $4.30万 | 加仓 |
| AN | AUTONATION INC COM | $37.84万 | 0.01% | 1,938 | -21 | -1.1% | -$4,100 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II COM | $37.79万 | 0.01% | 54,843 | -1,010,896 | -94.9% | -$696.51万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $37.65万 | 0.01% | 7,480 | 7,480 | — | $37.65万 | 新建仓 |
| VEU | Vanguard FTSE All-World Ex-US Index Fund ETF | $37.60万 | 0.01% | 5,007 | -2,268 | -31.2% | -$17.03万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $37.45万 | 0.01% | 3,773 | -3,064 | -44.8% | -$30.42万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $37.39万 | 0.01% | 1,330 | 242 | 22.2% | $6.80万 | 加仓 |
| EGP | EASTGROUP PPTYS INC COM | $37.31万 | 0.01% | 2,016 | 75 | 3.9% | $1.39万 | 加仓 |
| YOU | CLEAR SECURE INC COM CL A | $37.28万 | 0.01% | 7,701 | 1,238 | 19.2% | $5.99万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $37.10万 | 0.01% | 17,161 | 5,655 | 49.1% | $12.23万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $37.07万 | 0.01% | 11,974 | -1,275 | -9.6% | -$3.95万 | 减仓 |
| URI | UNITED RENTALS INC COM | $37.01万 | 0.01% | 507 | -84 | -14.2% | -$6.13万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $36.92万 | 0.01% | 2,461 | -997 | -28.8% | -$14.96万 | 减仓 |
| FLO | FLOWERS FOODS INC COM | $36.89万 | 0.01% | 45,262 | 38,414 | 561.0% | $31.31万 | 加仓 |
| BALL | BALL CORP COM | $36.89万 | 0.01% | 6,241 | 2,823 | 82.6% | $16.69万 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $36.56万 | 0.01% | 3,107 | 567 | 22.3% | $6.67万 | 加仓 |
| EXC | EXELON CORP COM | $36.52万 | 0.01% | 7,450 | 1,640 | 28.2% | $8.04万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $36.48万 | 0.01% | 1,787 | 243 | 15.7% | $4.96万 | 加仓 |
| AA | ALCOA CORP COM | $36.37万 | 0.01% | 5,483 | 886 | 19.3% | $5.88万 | 加仓 |
| KR | KROGER CO COM | $36.30万 | 0.01% | 5,019 | 1,583 | 46.1% | $11.45万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $36.30万 | 0.01% | 10,023 | 2,144 | 27.2% | $7.77万 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $36.21万 | 0.01% | 1,919 | -614 | -24.2% | -$11.59万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $35.88万 | 0.01% | 1,495 | 203 | 15.7% | $4.87万 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $35.83万 | 0.01% | 10,036 | 820 | 8.9% | $2.93万 | 加仓 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $35.80万 | 0.01% | 2,843 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $35.79万 | 0.01% | 1,314 | 14 | 1.1% | $3,813 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $35.71万 | 0.01% | 4,459 | -459 | -9.3% | -$3.68万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $35.68万 | 0.01% | 10,450 | 385 | 3.8% | $1.31万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC COM | $35.47万 | 0.01% | 5,280 | 1,719 | 48.3% | $11.55万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $35.33万 | 0.01% | 6,476 | 2,628 | 68.3% | $14.34万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $35.16万 | 0.01% | 5,351 | 3,128 | 140.7% | $20.55万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP COM | $35.13万 | 0.01% | 2,456 | 317 | 14.8% | $4.53万 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW COM | $35.07万 | 0.01% | 10,216 | 819 | 8.7% | $2.81万 | 加仓 |
| PNR | PENTAIR PLC SHS | $35.07万 | 0.01% | 4,026 | -1,736 | -30.1% | -$15.12万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $35.03万 | 0.01% | 2,074 | 27 | 1.3% | $4,560 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $35.01万 | 0.01% | 9,340 | -47 | -0.5% | -$1,762 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $34.94万 | 0.01% | 3,576 | 546 | 18.0% | $5.33万 | 加仓 |
| MTG | MGIC INVT CORP WIS COM | $34.94万 | 0.01% | 13,310 | -2,954 | -18.2% | -$7.75万 | 减仓 |
| NUE | NUCOR CORP COM | $34.91万 | 0.01% | 2,064 | 314 | 17.9% | $5.31万 | 加仓 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $34.90万 | 0.01% | 7,025 | -200 | -2.8% | -$9,937 | 减仓 |
| DECK | DECKERS OUTDOOR CORP COM | $34.85万 | 0.01% | 3,482 | 1,034 | 42.2% | $10.35万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $34.67万 | 0.01% | 871 | 30 | 3.6% | $1.19万 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $34.52万 | 0.01% | 11,590 | 3,254 | 39.0% | $9.69万 | 加仓 |
| L | LOEWS CORP COM | $34.44万 | 0.01% | 3,227 | 423 | 15.1% | $4.51万 | 加仓 |
| NI | NISOURCE INC COM | $34.41万 | 0.01% | 7,375 | 394 | 5.6% | $1.84万 | 加仓 |
| LEN | LENNAR CORP CL A | $34.34万 | 0.01% | 3,955 | 1,800 | 83.5% | $15.63万 | 加仓 |
| CCK | CROWN HLDGS INC COM | $34.33万 | 0.01% | 3,424 | -430 | -11.2% | -$4.31万 | 减仓 |
| MTB | M & T BK CORP COM | $34.26万 | 0.01% | 1,657 | 328 | 24.7% | $6.78万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $34.21万 | 0.01% | 470 | 155 | 49.2% | $11.28万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $34.21万 | 0.01% | 4,165 | 1,140 | 37.7% | $9.36万 | 加仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $33.97万 | 0.01% | 4,623 | 1,784 | 62.8% | $13.11万 | 加仓 |
| PODD | INSULET CORP COM | $33.87万 | 0.01% | 1,614 | 1,291 | 399.7% | $27.09万 | 加仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $33.80万 | 0.01% | 11,540 | 4,790 | 71.0% | $14.03万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $33.62万 | 0.01% | 6,092 | 2,457 | 67.6% | $13.56万 | 加仓 |
| NTNX | NUTANIX INC CL A | $33.59万 | 0.01% | 8,838 | 1,138 | 14.8% | $4.33万 | 加仓 |
| ALLE | ALLEGION PLC ORD SHS | $33.52万 | 0.01% | 2,306 | -14 | -0.6% | -$2,035 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $33.49万 | 0.01% | 3,573 | 1,561 | 77.6% | $14.63万 | 加仓 |
| — | INSPIRE GLOBAL HOPE ETF | $33.47万 | 0.01% | 7,547 | 601 | 8.7% | $2.67万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $33.46万 | 0.01% | 4,151 | -4,678 | -53.0% | -$37.71万 | 减仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $33.41万 | 0.01% | 13,745 | 3,793 | 38.1% | $9.22万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $33.40万 | 0.01% | 1,913 | 524 | 37.7% | $9.15万 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $33.30万 | 0.01% | 13,386 | 3,438 | 34.6% | $8.55万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $33.30万 | 0.01% | 2,821 | 171 | 6.5% | $2.02万 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $33.26万 | 0.01% | 3,116 | 504 | 19.3% | $5.38万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $33.03万 | 0.01% | 6,502 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC COM | $32.93万 | 0.01% | 2,366 | 91 | 4.0% | $1.27万 | 加仓 |