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 |
|---|---|---|---|---|---|---|---|---|
| KDP | KEURIG DR PEPPER INC COM | $32.87万 | 0.01% | 12,485 | -10,747 | -46.3% | -$28.29万 | 减仓 |
| OSK | OSHKOSH CORP COM | $32.74万 | 0.01% | 2,224 | 204 | 10.1% | $3.00万 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $32.72万 | 0.01% | 8,021 | 3,691 | 85.2% | $15.06万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $32.71万 | 0.01% | 5,062 | 1,383 | 37.6% | $8.94万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | $32.67万 | 0.01% | 5,907 | 943 | 19.0% | $5.22万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP COM | $32.61万 | 0.01% | 8,636 | -602 | -6.5% | -$2.27万 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $32.59万 | 0.01% | 2,071 | 374 | 22.0% | $5.88万 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $32.58万 | 0.01% | 6,121 | 2,866 | 88.0% | $15.25万 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $32.52万 | 0.01% | 1,278 | 364 | 39.8% | $9.26万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $32.52万 | 0.01% | 6,673 | 784 | 13.3% | $3.82万 | 加仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MAY | $32.28万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $32.24万 | 0.01% | 19,408 | -4,226 | -17.9% | -$7.02万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $32.21万 | 0.01% | 1,183 | -97 | -7.6% | -$2.64万 | 减仓 |
| SNPS | SYNOPSYS INC COM | $32.19万 | 0.01% | 812 | 139 | 20.7% | $5.51万 | 加仓 |
| CVNA | CARVANA CO CL A | $32.19万 | 0.01% | 1,024 | 107 | 11.7% | $3.36万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $32.09万 | 0.01% | 693 | -40 | -5.5% | -$1.85万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $32.08万 | 0.01% | 40,402 | 5,521 | 15.8% | $4.38万 | 加仓 |
| WRB | BERKLEY W R CORP COM | $31.89万 | 0.01% | 4,812 | -363 | -7.0% | -$2.41万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD COM | $31.82万 | 0.01% | 11,489 | 3,816 | 49.7% | $10.57万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $31.77万 | 0.01% | 13,866 | 10,873 | 363.3% | $24.91万 | 加仓 |
| AER | AERCAP HOLDINGS NV SHS | $31.73万 | 0.01% | 2,313 | 882 | 61.6% | $12.10万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $31.63万 | 0.01% | 11,615 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $31.60万 | 0.01% | 2,988 | 1,947 | 187.0% | $20.59万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $31.60万 | 0.01% | 4,827 | -78 | -1.6% | -$5,106 | 减仓 |
| BBY | BEST BUY INC COM | $31.52万 | 0.01% | 4,910 | -6,370 | -56.5% | -$40.90万 | 减仓 |
| FTAI | FTAI AVIATION LTD SHS | $31.46万 | 0.01% | 1,284 | 82 | 6.8% | $2.01万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $31.46万 | 0.01% | 4,538 | 1,790 | 65.1% | $12.41万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $31.33万 | 0.01% | 2,871 | 791 | 38.0% | $8.63万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $31.26万 | 0.01% | 2,868 | -567 | -16.5% | -$6.18万 | 减仓 |
| AR | ANTERO RESOURCES CORP COM | $31.12万 | 0.01% | 7,332 | 1,423 | 24.1% | $6.04万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $30.95万 | 0.01% | 4,462 | 1,508 | 51.0% | $10.46万 | 加仓 |
| — | GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | $30.77万 | 0.01% | 8,342 | 200 | 2.5% | $7,377 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $30.74万 | 0.01% | 8,364 | 2,912 | 53.4% | $10.70万 | 加仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $30.69万 | 0.01% | 21,535 | 5,528 | 34.5% | $7.88万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $30.53万 | 0.01% | 17,835 | 24 | 0.1% | $411 | 加仓 |
| RACE | FERRARI N V COM | $30.53万 | 0.01% | 902 | 161 | 21.7% | $5.45万 | 加仓 |
| ALB | ALBEMARLE CORP COM | $30.36万 | 0.01% | 1,691 | 731 | 76.1% | $13.12万 | 加仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $30.34万 | 0.01% | 10,588 | 5,300 | 100.2% | $15.19万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $30.30万 | 0.01% | 4,440 | -3,249 | -42.3% | -$22.17万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $30.24万 | 0.01% | 24,174 | 24,174 | — | $30.24万 | 新建仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $30.18万 | 0.01% | 1,995 | -1,856 | -48.2% | -$28.08万 | 减仓 |
| LFUS | LITTELFUSE INC COM | $30.17万 | 0.01% | 889 | 226 | 34.1% | $7.67万 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $30.13万 | 0.01% | 990 | -65 | -6.2% | -$1.98万 | 减仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $30.09万 | 0.01% | 6,636 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP COM | $30.05万 | 0.01% | 281 | 52 | 22.7% | $5.56万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $30.03万 | 0.01% | 1,752 | -119 | -6.4% | -$2.04万 | 减仓 |
| YUM | YUM BRANDS INC COM | $29.96万 | 0.01% | 1,926 | 184 | 10.6% | $2.86万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $29.94万 | 0.01% | 1,515 | 444 | 41.5% | $8.77万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $29.92万 | 0.01% | 759 | 243 | 47.1% | $9.58万 | 加仓 |
| SSRM | SSR MINING IN COM | $29.80万 | 0.01% | 10,145 | 3,619 | 55.5% | $10.63万 | 加仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $29.72万 | 0.01% | 9,336 | -847 | -8.3% | -$2.70万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $29.68万 | 0.01% | 3,132 | 605 | 23.9% | $5.73万 | 加仓 |
| TS | TENARIS S A SPONSORED ADS | $29.67万 | 0.01% | 5,100 | 1,142 | 28.9% | $6.64万 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $29.64万 | 0.01% | 7,013 | 3,255 | 86.6% | $13.76万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $29.43万 | 0.01% | 10,742 | 2,983 | 38.4% | $8.17万 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $29.42万 | 0.01% | 2,311 | 125 | 5.7% | $1.59万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $29.27万 | 0.01% | 2,756 | 436 | 18.8% | $4.63万 | 加仓 |
| S | SENTINELONE INC CL A | $29.19万 | 0.01% | 22,660 | 18,122 | 399.3% | $23.34万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $29.16万 | 0.01% | 415 | 303 | 270.5% | $21.29万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $29.16万 | 0.01% | 1,298 | 225 | 21.0% | $5.05万 | 加仓 |
| FR | FIRST INDL RLTY TR INC COM | $28.88万 | 0.01% | 4,992 | 762 | 18.0% | $4.41万 | 加仓 |
| EAT | BRINKER INTL INC COM | $28.85万 | 0.01% | 2,021 | 217 | 12.0% | $3.10万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $28.76万 | 0.01% | 3,101 | -441 | -12.5% | -$4.09万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $28.74万 | 0.01% | 1,520 | 739 | 94.6% | $13.97万 | 加仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $28.67万 | 0.01% | 9,956 | 203 | 2.1% | $5,847 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $28.65万 | 0.01% | 4,670 | 1,772 | 61.1% | $10.87万 | 加仓 |
| IRM | IRON MTN INC DEL COM | $28.55万 | 0.01% | 2,796 | 1,092 | 64.1% | $11.15万 | 加仓 |
| RBLX | ROBLOX CORP CL A | $28.34万 | 0.01% | 5,011 | -6,774 | -57.5% | -$38.32万 | 减仓 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $28.33万 | 0.01% | 3,306 | 1,182 | 55.6% | $10.13万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $28.20万 | 0.01% | 3,130 | 406 | 14.9% | $3.66万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $28.20万 | 0.01% | 466 | -30 | -6.0% | -$1.82万 | 减仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $28.19万 | 0.01% | 18,769 | 6,523 | 53.3% | $9.80万 | 加仓 |
| DCI | DONALDSON INC COM | $28.13万 | 0.01% | 3,315 | 1,208 | 57.3% | $10.25万 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $28.09万 | 0.01% | 35,603 | 9,282 | 35.3% | $7.32万 | 加仓 |
| CTVA | CORTEVA INC COM | $28.05万 | 0.01% | 3,351 | -20 | -0.6% | -$1,674 | 减仓 |
| ESLT | ELBIT SYS LTD ORD | $28.02万 | 0.01% | 330 | 96 | 41.0% | $8.15万 | 加仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $28.00万 | 0.01% | 7,747 | 4,607 | 146.7% | $16.65万 | 加仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $28.00万 | 0.01% | 4,107 | 4,107 | — | $28.00万 | 新建仓 |
| AYI | ACUITY INC COM | $27.91万 | 0.01% | 996 | 53 | 5.6% | $1.49万 | 加仓 |
| DTE | DTE ENERGY CO COM | $27.80万 | 0.01% | 1,902 | 806 | 73.5% | $11.78万 | 加仓 |
| GSAT | GLOBALSTAR INC COM NEW | $27.79万 | 0.01% | 4,184 | 4,152 | 12,975.0% | $27.58万 | 加仓 |
| SEIC | SEI INVTS CO COM | $27.78万 | 0.01% | 3,540 | 996 | 39.2% | $7.82万 | 加仓 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $27.71万 | 0.01% | 2,420 | -70 | -2.8% | -$8,016 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $27.66万 | 0.01% | 2,945 | -739 | -20.1% | -$6.94万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $27.64万 | 0.01% | 2,157 | 6 | 0.3% | $769 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $27.56万 | 0.01% | 14,382 | 2,672 | 22.8% | $5.12万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $27.52万 | 0.01% | 948 | 325 | 52.2% | $9.43万 | 加仓 |
| NNN | NNN REIT INC COM | $27.50万 | 0.01% | 6,544 | 658 | 11.2% | $2.77万 | 加仓 |
| IEX | IDEX CORP COM | $27.42万 | 0.01% | 1,446 | 56 | 4.0% | $1.06万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $27.39万 | 0.01% | 966 | 237 | 32.5% | $6.72万 | 加仓 |
| GAP | GAP INC COM | $27.31万 | 0.01% | 11,284 | 92 | 0.8% | $2,226 | 加仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $27.22万 | 0.01% | 2,579 | 2,579 | — | $27.22万 | 新建仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $27.19万 | 0.01% | 18,245 | 4,792 | 35.6% | $7.14万 | 加仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $27.07万 | 0.01% | 7,051 | 6,951 | 6,951.0% | $26.68万 | 重新持有 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $27.06万 | 0.01% | 2,356 | 70 | 3.1% | $8,040 | 加仓 |
| VICI | VICI PPTYS INC COM | $27.06万 | 0.01% | 9,903 | 5,540 | 127.0% | $15.14万 | 加仓 |
| ZTS | ZOETIS INC CL A | $27.01万 | 0.01% | 2,285 | 83 | 3.8% | $9,811 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $26.93万 | 0.01% | 1,979 | 779 | 64.9% | $10.60万 | 加仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $26.93万 | 0.01% | 6,559 | 6,559 | — | $26.93万 | 新建仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $26.90万 | 0.01% | 2,782 | 0 | 0.0% | — | 不变 |