WealthTrust Axiom LLC
WAYNE PA · SEC CIK 0001425949
$4.06亿2026Q1 申报市值
290持仓数
28.1%前十大占比 · 第一大 4.9%
26 / 5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
DOCU 新建仓+$280.10万
BA 加仓+$201.40万
VICI 加仓+$159.03万
FLDR 加仓+$91.02万
EVOLUTION PETE C 加仓+$85.90万
2026Q1 卖出最多 按季末市值估算
IA 减仓-$369.62万
GLW 减仓-$315.70万
TTI 减仓-$240.24万
NTR 减仓-$114.13万
USAS 减仓-$106.68万
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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $85.90万 | 0.21% | 3,477 | 38 | 1.1% | $9,388 | 加仓 |
| HD | HOME DEPOT INC | $87.87万 | 0.22% | 2,672 | 50 | 1.9% | $1.64万 | 加仓 |
| PATK | PATRICK INDS INC | $89.74万 | 0.22% | 8,080 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $90.40万 | 0.22% | 16,697 | -500 | -2.9% | -$2.71万 | 减仓 |
| MOG/A | MOOG INC | $90.72万 | 0.22% | 3,100 | -200 | -6.1% | -$5.85万 | 减仓 |
| KO | COCA COLA CO | $93.26万 | 0.23% | 12,263 | -25 | -0.2% | -$1,901 | 减仓 |
| WMT | WALMART INC | $96.38万 | 0.24% | 7,755 | 20 | 0.3% | $2,486 | 加仓 |
| IDV | ISHARES TR | $98.76万 | 0.24% | 23,204 | -130 | -0.6% | -$5,533 | 减仓 |
| BHP | BHP BILLITON LIMITED | $99.49万 | 0.24% | 13,678 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $99.55万 | 0.24% | 6,575 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $99.97万 | 0.25% | 2,925 | 111 | 3.9% | $3.79万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $101.22万 | 0.25% | 7,008 | 2 | 0.0% | $289 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $105.19万 | 0.26% | 16,070 | -100 | -0.6% | -$6,546 | 减仓 |
| XEL | XCEL ENERGY INC | $105.26万 | 0.26% | 13,251 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $105.92万 | 0.26% | 7,200 | 29 | 0.4% | $4,266 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $108.67万 | 0.27% | 22,773 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $109.36万 | 0.27% | 20,774 | 100 | 0.5% | $5,264 | 加仓 |
| EQNR | EQUINOR ASA | $110.78万 | 0.27% | 26,250 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $111.37万 | 0.27% | 11,938 | 13 | 0.1% | $1,213 | 加仓 |
| — | PRECISION OPTICS CORP INC MA | $111.55万 | 0.27% | 254,108 | 22,300 | 9.6% | $9.79万 | 加仓 |
| BAC | BANK AMERICA CORP | $112.96万 | 0.28% | 23,172 | -79 | -0.3% | -$3,851 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $116.54万 | 0.29% | 5,736 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $116.67万 | 0.29% | 1,647 | 12 | 0.7% | $8,501 | 加仓 |
| WM | WASTE MGMT INC DEL | $118.53万 | 0.29% | 5,158 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $120.31万 | 0.30% | 1,850 | 281 | 17.9% | $18.27万 | 加仓 |
| PSX | PHILLIPS 66 | $125.34万 | 0.31% | 6,880 | 28 | 0.4% | $5,101 | 加仓 |
| GHM | GRAHAM CORP | $127.29万 | 0.31% | 16,130 | -4,150 | -20.5% | -$32.75万 | 减仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $128.95万 | 0.32% | 247,031 | -204,366 | -45.3% | -$106.68万 | 减仓 |
| GOOG | ALPHABET INC | $133.68万 | 0.33% | 4,660 | 219 | 4.9% | $6.28万 | 加仓 |
| INTC | INTEL CORP | $134.11万 | 0.33% | 30,389 | -3,593 | -10.6% | -$15.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $134.96万 | 0.33% | 2,338 | -16 | -0.7% | -$9,236 | 减仓 |
| GOOGL | ALPHABET INC | $136.68万 | 0.34% | 4,753 | 774 | 19.5% | $22.26万 | 加仓 |
| GEV | GE VERNOVA INC | $139.49万 | 0.34% | 1,598 | 10 | 0.6% | $8,729 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $140.58万 | 0.35% | 34,736 | -1,232 | -3.4% | -$4.99万 | 减仓 |
| PWR | QUANTA SVCS INC | $140.99万 | 0.35% | 2,568 | 132 | 5.4% | $7.25万 | 加仓 |
| IVV | ISHARES TR | $147.60万 | 0.36% | 2,260 | 4 | 0.2% | $2,612 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $151.12万 | 0.37% | 12,739 | 85 | 0.7% | $1.01万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $151.41万 | 0.37% | 7,276 | 3 | 0.0% | $624 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $152.88万 | 0.38% | 55,380 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $153.89万 | 0.38% | 5,088 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $155.89万 | 0.38% | 108,030 | -500 | -0.5% | -$7,215 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $156.54万 | 0.39% | 356,578 | 26,340 | 8.0% | $11.56万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $163.24万 | 0.40% | 43,139 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $165.98万 | 0.41% | 5,643 | -80 | -1.4% | -$2.35万 | 减仓 |
| IBDS | ISHARES TR | $166.04万 | 0.41% | 68,500 | 3,300 | 5.1% | $8.00万 | 加仓 |
| SHEL | SHELL PLC | $167.14万 | 0.41% | 17,972 | 202 | 1.1% | $1.88万 | 加仓 |
| AMGN | AMGEN INC | $181.18万 | 0.45% | 5,149 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $186.21万 | 0.46% | 6,562 | 277 | 4.4% | $7.86万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $188.55万 | 0.46% | 14,400 | 1 | 0.0% | $131 | 加仓 |
| OKE | ONEOK INC NEW | $190.44万 | 0.47% | 21,069 | 19 | 0.1% | $1,717 | 加仓 |
| — | CERAGON NETWORKS LTD | $203.93万 | 0.50% | 944,135 | 43,836 | 4.9% | $9.47万 | 加仓 |
| CMS | CMS ENERGY CORP | $204.81万 | 0.50% | 26,400 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $226.77万 | 0.56% | 13,003 | 163 | 1.3% | $2.84万 | 加仓 |
| EXC | EXELON CORP | $233.09万 | 0.57% | 47,550 | 127 | 0.3% | $6,226 | 加仓 |
| NVO | NOVO-NORDISK A S | $233.95万 | 0.58% | 63,660 | 17,597 | 38.2% | $64.67万 | 加仓 |
| EVRG | EVERGY INC | $234.77万 | 0.58% | 28,659 | -194 | -0.7% | -$1.59万 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $238.58万 | 0.59% | 118,579 | -3,165 | -2.6% | -$6.37万 | 减仓 |
| VICI | VICI PPTYS INC | $247.14万 | 0.61% | 90,461 | 58,211 | 180.5% | $159.03万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $248.77万 | 0.61% | 26,661 | -210 | -0.8% | -$1.96万 | 减仓 |
| AMZN | AMAZON COM INC | $268.38万 | 0.66% | 12,886 | 282 | 2.2% | $5.87万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $276.77万 | 0.68% | 29,798 | 1 | 0.0% | $93 | 加仓 |
| — | EXXON MOBIL CORP | $277.81万 | 0.68% | 16,375 | -408 | -2.4% | -$6.92万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $279.21万 | 0.69% | 476,460 | -43,273 | -8.3% | -$25.36万 | 减仓 |
| DOCU | DOCUSIGN INC | $280.10万 | 0.69% | 59,080 | 59,080 | — | $280.10万 | 新建仓 |
| BA | BOEING CO | $300.11万 | 0.74% | 15,078 | 10,119 | 204.1% | $201.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $306.66万 | 0.75% | 14,822 | -241 | -1.6% | -$4.99万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $316.60万 | 0.78% | 27,973 | -230 | -0.8% | -$2.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $341.59万 | 0.84% | 7,128 | 32 | 0.5% | $1.53万 | 加仓 |
| T | AT&T INC | $351.97万 | 0.87% | 121,412 | -485 | -0.4% | -$1.41万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $361.34万 | 0.89% | 77,775 | -950 | -1.2% | -$4.41万 | 减仓 |
| GSK | GSK PLC | $383.23万 | 0.94% | 69,439 | -157 | -0.2% | -$8,665 | 减仓 |
| ELVA | ELECTROVAYA INC | $394.41万 | 0.97% | 504,357 | -1,497 | -0.3% | -$1.17万 | 减仓 |
| IRM | IRON MTN INC DEL | $402.27万 | 0.99% | 39,384 | 37 | 0.1% | $3,779 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $420.81万 | 1.04% | 15,069 | 20 | 0.1% | $5,585 | 加仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $423.60万 | 1.04% | 206,332 | -180,038 | -46.6% | -$369.62万 | 减仓 |
| MRK | MERCK & CO INC | $489.72万 | 1.20% | 40,712 | 5 | 0.0% | $601 | 加仓 |
| NVS | NOVARTIS AG | $500.12万 | 1.23% | 32,741 | -144 | -0.4% | -$2.20万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $510.12万 | 1.26% | 20,869 | -85 | -0.4% | -$2.08万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $544.12万 | 1.34% | 23,610 | -485 | -2.0% | -$11.18万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $563.32万 | 1.39% | 112,215 | -2,611 | -2.3% | -$13.11万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $590.53万 | 1.45% | 42,372 | -425 | -1.0% | -$5.92万 | 减仓 |
| PFFD | GLOBAL X FDS | $606.31万 | 1.49% | 329,514 | 2,447 | 0.7% | $4.50万 | 加仓 |
| NTR | NUTRIEN LTD | $669.00万 | 1.65% | 88,656 | -15,124 | -14.6% | -$114.13万 | 减仓 |
| CSCO | CISCO SYS INC | $674.15万 | 1.66% | 86,887 | -414 | -0.5% | -$3.21万 | 减仓 |
| PFE | PFIZER INC | $724.76万 | 1.78% | 258,107 | 17,892 | 7.4% | $50.24万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $736.72万 | 1.81% | 121,471 | 109 | 0.1% | $6,611 | 加仓 |
| SLB | SLB LIMITED | $794.76万 | 1.96% | 154,652 | 291 | 0.2% | $1.50万 | 加仓 |
| LLY | ELI LILLY & CO | $808.00万 | 1.99% | 8,785 | -241 | -2.7% | -$22.17万 | 减仓 |
| GLW | CORNING INC | $855.61万 | 2.11% | 62,926 | -23,218 | -27.0% | -$315.70万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $883.82万 | 2.17% | 176,586 | 18,185 | 11.5% | $91.02万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $968.67万 | 2.38% | 1,136,940 | -281,972 | -19.9% | -$240.24万 | 减仓 |
| — | EVOLUTION PETE CORP | $978.39万 | 2.41% | 2,136,216 | 187,559 | 9.6% | $85.90万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $987.73万 | 2.43% | 48,661 | -4,935 | -9.2% | -$100.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,005.35万 | 2.47% | 41,476 | -442 | -1.1% | -$10.71万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $1,071.98万 | 2.64% | 576,334 | 819 | 0.1% | $1.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,074.83万 | 2.64% | 29,036 | -43 | -0.1% | -$1.59万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,622.99万 | 3.99% | 484,042 | -1,967 | -0.4% | -$6.60万 | 减仓 |
| AAPL | APPLE INC | $1,984.66万 | 4.88% | 78,201 | -423 | -0.5% | -$10.74万 | 减仓 |