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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | $1.10亿 | 3.72% | 1,282,340 | -911,674 | -41.6% | -$7,853.16万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $8,199.55万 | 2.76% | 376,246 | -262,021 | -41.1% | -$5,710.24万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $7,196.96万 | 2.42% | 1,010,101 | -950,578 | -48.5% | -$6,772.86万 | 减仓 |
| — | PRAXIS IMPACT LARGE CAP GROWTH ETF | $5,891.11万 | 1.98% | 1,509,765 | -889,883 | -37.1% | -$3,472.33万 | 减仓 |
| AAPL | APPLE INC COM | $5,545.58万 | 1.87% | 191,650 | -63,139 | -24.8% | -$1,826.99万 | 减仓 |
| — | PRAXIS IMPACT LARGE CAP VALUE ETF | $5,015.86万 | 1.69% | 1,440,018 | -922,610 | -39.1% | -$3,213.63万 | 减仓 |
| IAU | iShares Gold Trust ETF | $4,948.73万 | 1.67% | 655,374 | -11,071 | -1.7% | -$83.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $4,853.01万 | 1.63% | 242,540 | -31,000 | -11.3% | -$620.28万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $3,750.78万 | 1.26% | 51,878 | -4,215 | -7.5% | -$304.74万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,709.90万 | 1.25% | 103,812 | -17,626 | -14.5% | -$629.90万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $3,508.52万 | 1.18% | 382,859 | -96,508 | -20.1% | -$884.40万 | 减仓 |
| TSLA | TESLA INC COM | $3,419.45万 | 1.15% | 81,299 | -5,185 | -6.0% | -$218.08万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3,362.37万 | 1.13% | 90,866 | -30,712 | -25.3% | -$1,136.46万 | 减仓 |
| AMZN | AMAZON COM INC COM | $3,349.26万 | 1.13% | 140,524 | -21,619 | -13.3% | -$515.27万 | 减仓 |
| AVGO | BROADCOM INC COM | $3,286.77万 | 1.11% | 87,009 | -15,970 | -15.5% | -$603.27万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $3,173.66万 | 1.07% | 510,235 | -8,234 | -1.6% | -$51.22万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $3,142.84万 | 1.06% | 45,760 | -2,890 | -5.9% | -$198.49万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $3,009.72万 | 1.01% | 254,392 | -6,009 | -2.3% | -$71.09万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $2,996.27万 | 1.01% | 80,326 | -15,162 | -15.9% | -$565.56万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,926.73万 | 0.99% | 123,689 | -3,071 | -2.4% | -$72.67万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $2,879.49万 | 0.97% | 369,592 | -195,126 | -34.6% | -$1,520.23万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2,812.82万 | 0.95% | 14,139 | -919 | -6.1% | -$182.83万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $2,573.74万 | 0.87% | 580,195 | -109,545 | -15.9% | -$485.94万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2,475.69万 | 0.83% | 414,758 | -365,873 | -46.9% | -$2,183.89万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $2,342.63万 | 0.79% | 458,888 | 6,513 | 1.4% | $33.25万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $2,317.90万 | 0.78% | 521,110 | 25,216 | 5.1% | $112.16万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $2,270.37万 | 0.76% | 30,403 | 322 | 1.1% | $24.05万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,117.57万 | 0.71% | 28,276 | -3,823 | -11.9% | -$286.30万 | 减仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $2,116.22万 | 0.71% | 949,401 | 256,499 | 37.0% | $571.74万 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $2,115.78万 | 0.71% | 611,144 | 58,645 | 10.6% | $203.03万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $2,086.22万 | 0.70% | 275,263 | -7,595 | -2.7% | -$57.56万 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $2,063.27万 | 0.69% | 231,308 | -46,068 | -16.6% | -$410.93万 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $1,998.05万 | 0.67% | 156,391 | -1,642 | -1.0% | -$20.98万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $1,994.47万 | 0.67% | 411,825 | -348,630 | -45.8% | -$1,688.41万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,976.24万 | 0.67% | 26,836 | -273 | -1.0% | -$20.10万 | 减仓 |
| BSVO | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $1,967.89万 | 0.66% | 674,171 | 26,773 | 4.1% | $78.15万 | 加仓 |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $1,965.62万 | 0.66% | 425,032 | -75,690 | -15.1% | -$350.04万 | 减仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $1,955.88万 | 0.66% | 524,928 | -1,593 | -0.3% | -$5.94万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,808.72万 | 0.61% | 51,190 | -22,376 | -30.4% | -$790.62万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,800.32万 | 0.61% | 381,423 | 60,154 | 18.7% | $283.93万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,767.74万 | 0.60% | 58,318 | -51,706 | -47.0% | -$1,567.32万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,667.00万 | 0.56% | 38,636 | -1,229 | -3.1% | -$53.03万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $1,609.40万 | 0.54% | 154,929 | 9,508 | 6.5% | $98.77万 | 加仓 |
| RAA | SMI 3FOURTEEN REAL ASSET ALLOCATION ETF | $1,594.89万 | 0.54% | 540,869 | 41,423 | 8.3% | $122.15万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1,491.21万 | 0.50% | 127,814 | -7,885 | -5.8% | -$91.99万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $1,476.67万 | 0.50% | 556,814 | -40,033 | -6.7% | -$106.17万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $1,472.22万 | 0.50% | 194,532 | -59,043 | -23.3% | -$446.84万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $1,457.37万 | 0.49% | 247,096 | -18,829 | -7.1% | -$111.05万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $1,441.92万 | 0.49% | 66,007 | -2,126 | -3.1% | -$46.44万 | 减仓 |
| CRH | CRH PLC ORD | $1,434.10万 | 0.48% | 134,019 | -1,145 | -0.8% | -$12.25万 | 减仓 |
| PAAA | PGIM AAA CLO ETF | $1,389.51万 | 0.47% | 271,017 | -3,450 | -1.3% | -$17.69万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,366.48万 | 0.46% | 24,259 | -2,721 | -10.1% | -$153.27万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $1,268.19万 | 0.43% | 10,987 | -3,930 | -26.3% | -$453.62万 | 减仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $1,255.38万 | 0.42% | 153,132 | -16,139 | -9.5% | -$132.31万 | 减仓 |
| — | Sovereigns Capital Flourish Fund | $1,215.45万 | 0.41% | 409,027 | -191,687 | -31.9% | -$569.61万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $1,213.63万 | 0.41% | 69,039 | -1,215 | -1.7% | -$21.36万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1,184.84万 | 0.40% | 15,526 | -946 | -5.7% | -$72.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,176.76万 | 0.40% | 35,950 | -14,462 | -28.7% | -$473.39万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $1,171.36万 | 0.39% | 29,733 | 29,504 | 12,883.8% | $1,162.34万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1,153.22万 | 0.39% | 198,148 | 35,669 | 22.0% | $207.59万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $1,106.28万 | 0.37% | 275,674 | -64,244 | -18.9% | -$257.81万 | 减仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $1,052.56万 | 0.35% | 230,319 | 1,856 | 0.8% | $8.48万 | 加仓 |
| MBB | ISHARES MBS ETF | $1,052.11万 | 0.35% | 111,311 | -3,178 | -2.8% | -$30.04万 | 减仓 |
| KKR | KKR & CO INC COM | $994.08万 | 0.33% | 108,313 | -7,496 | -6.5% | -$68.80万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $993.24万 | 0.33% | 212,186 | -172,104 | -44.8% | -$805.62万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $962.87万 | 0.32% | 131,163 | -1,407 | -1.1% | -$10.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $962.12万 | 0.32% | 19,227 | -3,122 | -14.0% | -$156.22万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $960.95万 | 0.32% | 28,178 | -8,325 | -22.8% | -$283.90万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $953.06万 | 0.32% | 124,258 | -98,081 | -44.1% | -$752.28万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $943.60万 | 0.32% | 94,096 | 4,256 | 4.7% | $42.68万 | 加仓 |
| WMT | WALMART INC COM | $924.22万 | 0.31% | 81,600 | -31,851 | -28.1% | -$360.75万 | 减仓 |
| AZO | AUTOZONE INC COM | $890.88万 | 0.30% | 2,788 | -237 | -7.8% | -$75.73万 | 减仓 |
| LLY | ELI LILLY & CO COM | $885.08万 | 0.30% | 7,378 | -2,242 | -23.3% | -$268.96万 | 减仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $854.41万 | 0.29% | 123,953 | -107,680 | -46.5% | -$742.24万 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $842.42万 | 0.28% | 164,247 | 118,201 | 256.7% | $606.25万 | 加仓 |
| POOL | POOL CORP COM | $800.21万 | 0.27% | 37,236 | 36,313 | 3,934.2% | $780.38万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $790.57万 | 0.27% | 139,974 | 6,551 | 4.9% | $37.00万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $778.86万 | 0.26% | 15,877 | -4,635 | -22.6% | -$227.37万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $764.20万 | 0.26% | 93,263 | 130 | 0.1% | $1.07万 | 加仓 |
| PTL | INSPIRE 500 ETF | $759.34万 | 0.26% | 26,542 | 3,088 | 13.2% | $88.34万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $755.33万 | 0.25% | 153,273 | 39,288 | 34.5% | $193.61万 | 加仓 |
| HQY | HEALTHEQUITY INC COM | $753.21万 | 0.25% | 83,393 | 17,503 | 26.6% | $158.09万 | 加仓 |
| HD | HOME DEPOT INC COM | $752.57万 | 0.25% | 21,338 | -15,874 | -42.7% | -$559.86万 | 减仓 |
| BX | BLACKSTONE INC COM | $749.72万 | 0.25% | 63,714 | 717 | 1.1% | $8.44万 | 加仓 |
| RBA | RB GLOBAL INC COM | $746.71万 | 0.25% | 64,122 | -3,962 | -5.8% | -$46.14万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $715.45万 | 0.24% | 45,585 | 562 | 1.2% | $8.82万 | 加仓 |
| KEX | KIRBY CORP COM | $708.19万 | 0.24% | 52,084 | -66 | -0.1% | -$8,974 | 减仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $696.23万 | 0.23% | 47,603 | -260 | -0.5% | -$3.80万 | 减仓 |
| IDVO | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | $693.34万 | 0.23% | 165,082 | 9,293 | 6.0% | $39.03万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $691.53万 | 0.23% | 171,979 | 2,907 | 1.7% | $11.69万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $684.81万 | 0.23% | 86,651 | -148,970 | -63.2% | -$1,177.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $670.46万 | 0.23% | 11,542 | -710 | -5.8% | -$41.24万 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $659.50万 | 0.22% | 144,310 | -9,310 | -6.1% | -$42.55万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $659.16万 | 0.22% | 119,826 | -68,901 | -36.5% | -$379.02万 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $658.21万 | 0.22% | 22,479 | 13,462 | 149.3% | $394.18万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $657.91万 | 0.22% | 41,632 | 970 | 2.4% | $15.33万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $654.11万 | 0.22% | 39,462 | -6,086 | -13.4% | -$100.88万 | 减仓 |
| AMGN | AMGEN INC COM | $632.86万 | 0.21% | 17,477 | -2,209 | -11.2% | -$79.99万 | 减仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $623.49万 | 0.21% | 163,517 | 2,003 | 1.2% | $7.64万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $623.44万 | 0.21% | 76,916 | 8,946 | 13.2% | $72.51万 | 加仓 |