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 |
|---|---|---|---|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES CORP COM | $29.93万 | 0.01% | 3,308 | -1,151 | -25.8% | -$10.41万 | 减仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $29.88万 | 0.01% | 8,720 | 3,820 | 78.0% | $13.09万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT 看跌期权 | $29.87万 | 0.01% | 400 | -2,600 | -86.7% | -$194.16万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $29.82万 | 0.01% | 881 | -1,131 | -56.2% | -$38.28万 | 减仓 |
| OSIS | OSI SYSTEMS INC COM | $29.79万 | 0.01% | 1,362 | -243 | -15.1% | -$5.31万 | 减仓 |
| — | ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI | $29.59万 | 0.01% | 5,932 | 2,377 | 66.9% | $11.86万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $29.53万 | 0.01% | 2,568 | -564 | -18.0% | -$6.49万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $29.48万 | 0.01% | 4,904 | -3,701 | -43.0% | -$22.25万 | 减仓 |
| BKH | BLACK HILLS CORP COM | $29.48万 | 0.01% | 3,962 | 1,483 | 59.8% | $11.03万 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $29.44万 | 0.01% | 1,640 | 401 | 32.4% | $7.20万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $29.43万 | 0.01% | 3,227 | -1,700 | -34.5% | -$15.50万 | 减仓 |
| EGO | ELDORADO GOLD CORP NEW COM | $29.37万 | 0.01% | 9,447 | -769 | -7.5% | -$2.39万 | 减仓 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $29.32万 | 0.01% | 2,878 | -428 | -12.9% | -$4.36万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $29.23万 | 0.01% | 2,812 | 30 | 1.1% | $3,119 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $29.20万 | 0.01% | 12,385 | -20,449 | -62.3% | -$48.22万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $29.18万 | 0.01% | 1,004 | 187 | 22.9% | $5.43万 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $29.10万 | 0.01% | 10,025 | -10,232 | -50.5% | -$29.70万 | 减仓 |
| ARW | ARROW ELECTRS INC COM | $29.09万 | 0.01% | 1,363 | -217 | -13.7% | -$4.63万 | 减仓 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $29.07万 | 0.01% | 5,352 | -1,673 | -23.8% | -$9.09万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $28.99万 | 0.01% | 3,889 | -1,350 | -25.8% | -$10.06万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $28.82万 | 0.01% | 30,079 | -10,323 | -25.6% | -$9.89万 | 减仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $28.74万 | 0.01% | 2,900 | 29 | 1.0% | $2,874 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $28.70万 | 0.01% | 3,464 | -1,252 | -26.5% | -$10.37万 | 减仓 |
| LFUS | LITTELFUSE INC COM | $28.69万 | 0.01% | 630 | -259 | -29.1% | -$11.79万 | 减仓 |
| PCAR | PACCAR INC COM | $28.58万 | 0.01% | 2,379 | -1,189 | -33.3% | -$14.28万 | 减仓 |
| NTAP | NETAPP INC COM | $28.54万 | 0.01% | 1,844 | -698 | -27.5% | -$10.80万 | 减仓 |
| GVA | GRANITE CONSTR INC COM | $28.47万 | 0.01% | 1,801 | -124 | -6.4% | -$1.96万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $28.43万 | 0.01% | 951 | -232 | -19.6% | -$6.94万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $28.34万 | 0.01% | 824 | 257 | 45.3% | $8.84万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $28.21万 | 0.01% | 1,369 | 274 | 25.0% | $5.65万 | 加仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $28.18万 | 0.01% | 2,516 | -1,820 | -42.0% | -$20.39万 | 减仓 |
| DOW | DOW HLDGS INC COM | $28.18万 | 0.01% | 10,300 | -3,234 | -23.9% | -$8.85万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $28.13万 | 0.01% | 2,811 | -2,966 | -51.3% | -$29.68万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $28.04万 | 0.01% | 2,795 | -1,121 | -28.6% | -$11.25万 | 减仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $28.03万 | 0.01% | 6,820 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $27.98万 | 0.01% | 6,003 | -1,447 | -19.4% | -$6.75万 | 减仓 |
| — | HARTFORD ALPHA CAPTURE VALUE ETF | $27.97万 | 0.01% | 8,962 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ INC COM | $27.95万 | 0.01% | 1,802 | -159 | -8.1% | -$2.47万 | 减仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $27.84万 | 0.01% | 5,759 | 1,631 | 39.5% | $7.89万 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $27.83万 | 0.01% | 6,444 | -569 | -8.1% | -$2.46万 | 减仓 |
| IT | GARTNER INC COM | $27.80万 | 0.01% | 2,145 | -573 | -21.1% | -$7.43万 | 减仓 |
| WRB | BERKLEY W R CORP COM | $27.76万 | 0.01% | 3,936 | -876 | -18.2% | -$6.18万 | 减仓 |
| AR | ANTERO RESOURCES CORP COM | $27.66万 | 0.01% | 7,872 | 540 | 7.4% | $1.90万 | 加仓 |
| TREX | TREX INC COM | $27.56万 | 0.01% | 5,508 | -357 | -6.1% | -$1.79万 | 减仓 |
| CUBE | CUBESMART COM | $27.52万 | 0.01% | 6,920 | 4,419 | 176.7% | $17.57万 | 加仓 |
| RACE | FERRARI N V COM | $27.52万 | 0.01% | 739 | -163 | -18.1% | -$6.07万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $27.51万 | 0.01% | 12,078 | -1,788 | -12.9% | -$4.07万 | 减仓 |
| DOCU | DOCUSIGN INC COM | $27.45万 | 0.01% | 6,180 | 1,963 | 46.5% | $8.72万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $27.44万 | 0.01% | 3,152 | -7,043 | -69.1% | -$61.32万 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $27.39万 | 0.01% | 2,840 | -105 | -3.6% | -$1.01万 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $27.23万 | 0.01% | 1,187 | -1,105 | -48.2% | -$25.35万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $27.22万 | 0.01% | 3,427 | 924 | 36.9% | $7.34万 | 加仓 |
| — | ADVISORSHARES STAR GLOBAL BUY-WRITE ETF | $27.17万 | 0.01% | 5,171 | -29 | -0.6% | -$1,524 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $27.09万 | 0.01% | 2,292 | -64 | -2.7% | -$7,565 | 减仓 |
| HEGD | SWAN HEDGED EQUITY US LARGE CAP ETF | $27.08万 | 0.01% | 10,157 | -8,289 | -44.9% | -$22.10万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $27.04万 | 0.01% | 1,122 | -398 | -26.2% | -$9.59万 | 减仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $27.03万 | 0.01% | 3,338 | 1,334 | 66.6% | $10.80万 | 加仓 |
| FLS | FLOWSERVE CORP COM | $27.01万 | 0.01% | 3,642 | -1,603 | -30.6% | -$11.89万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $26.95万 | 0.01% | 24,174 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW CL A | $26.92万 | 0.01% | 10,840 | 2,541 | 30.6% | $6.31万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $26.76万 | 0.01% | 3,248 | -1,214 | -27.2% | -$10.00万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $26.69万 | 0.01% | 1,826 | -87 | -4.5% | -$1.27万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $26.66万 | 0.01% | 1,098 | -232 | -17.4% | -$5.63万 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $26.57万 | 0.01% | 3,662 | -2,526 | -40.8% | -$18.33万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $26.57万 | 0.01% | 2,754 | -347 | -11.2% | -$3.35万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $26.54万 | 0.01% | 1,411 | -1,202 | -46.0% | -$22.61万 | 减仓 |
| D | DOMINION ENERGY INC COM | $26.53万 | 0.01% | 3,886 | -3,004 | -43.6% | -$20.51万 | 减仓 |
| HPQ | HP INC COM | $26.50万 | 0.01% | 12,080 | 1,943 | 19.2% | $4.26万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $26.41万 | 0.01% | 3,688 | 1,070 | 40.9% | $7.66万 | 加仓 |
| ALNT | ALLIENT INC COM | $26.40万 | 0.01% | 2,565 | 276 | 12.1% | $2.84万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $26.38万 | 0.01% | 5,989 | 168 | 2.9% | $7,399 | 加仓 |
| F | FORD MTR CO COM | $26.25万 | 0.01% | 18,888 | 174 | 0.9% | $2,419 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $26.16万 | 0.01% | 1,413 | -658 | -31.8% | -$12.18万 | 减仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $26.15万 | 0.01% | 9,646 | -4,099 | -29.8% | -$11.11万 | 减仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $26.12万 | 0.01% | 3,203 | 482 | 17.7% | $3.93万 | 加仓 |
| NSP | INSPERITY INC COM | $26.07万 | 0.01% | 6,311 | 2,918 | 86.0% | $12.05万 | 加仓 |
| HUBB | HUBBELL INC COM | $26.01万 | 0.01% | 497 | 71 | 16.7% | $3.72万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $26.01万 | 0.01% | 2,377 | 1,934 | 436.6% | $21.16万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $25.92万 | 0.01% | 4,904 | 2,182 | 80.2% | $11.53万 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $25.85万 | 0.01% | 3,452 | -1,841 | -34.8% | -$13.79万 | 减仓 |
| COHR | COHERENT CORP COM | $25.84万 | 0.01% | 655 | -21 | -3.1% | -$8,284 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $25.79万 | 0.01% | 16,089 | -9,807 | -37.9% | -$15.72万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $25.79万 | 0.01% | 2,605 | -1,168 | -31.0% | -$11.56万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $25.78万 | 0.01% | 2,348 | -107 | -4.4% | -$1.17万 | 减仓 |
| B | BARRICK MNG CORP COM SHS | $25.74万 | 0.01% | 7,007 | -1,014 | -12.6% | -$3.72万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $25.71万 | 0.01% | 5,808 | -5,551 | -48.9% | -$24.57万 | 减仓 |
| OMF | ONEMAIN HLDGS INC COM | $25.63万 | 0.01% | 4,203 | 627 | 17.5% | $3.82万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $25.62万 | 0.01% | 1,519 | -233 | -13.3% | -$3.93万 | 减仓 |
| CDW | CDW CORP COM | $25.54万 | 0.01% | 1,816 | -88 | -4.6% | -$1.24万 | 减仓 |
| FR | FIRST INDL RLTY TR INC COM | $25.34万 | 0.01% | 4,133 | -859 | -17.2% | -$5.27万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $25.29万 | 0.01% | 5,305 | -279 | -5.0% | -$1.33万 | 减仓 |
| HEI | HEICO CORP NEW COM | $25.23万 | 0.01% | 708 | -112 | -13.7% | -$3.99万 | 减仓 |
| RBLX | ROBLOX CORP CL A | $25.19万 | 0.01% | 4,632 | -379 | -7.6% | -$2.06万 | 减仓 |
| LEN | LENNAR CORP CL A | $25.13万 | 0.01% | 2,776 | -1,179 | -29.8% | -$10.67万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $25.12万 | 0.01% | 894 | -198 | -18.1% | -$5.56万 | 减仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $25.11万 | 0.01% | 4,729 | 654 | 16.0% | $3.47万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $25.06万 | 0.01% | 476 | -244 | -33.9% | -$12.85万 | 减仓 |
| USFD | US FOODS HLDG CORP COM | $25.05万 | 0.01% | 2,449 | -2,004 | -45.0% | -$20.49万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $25.03万 | 0.01% | 2,608 | -470 | -15.3% | -$4.51万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $25.02万 | 0.01% | 2,321 | -809 | -25.8% | -$8.72万 | 减仓 |