WealthTrust Axiom LLC
WAYNE PA · SEC CIK 0001425949
$4.48亿2026Q2 申报市值
302持仓数
29.1%前十大占比 · 第一大 5.0%
16 / 7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
DOCU 加仓+$115.99万
NVO 加仓+$86.33万
PFE 加仓+$57.03万
NOW 重新持有+$56.73万
GEHC 加仓+$55.92万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$398.50万
DD 减仓-$76.35万
FLEX 减仓-$67.10万
KOPN 减仓-$50.09万
PWR 减仓-$34.56万
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 |
|---|---|---|---|---|---|---|---|---|
| STEW | SRH TOTAL RETURN FUND INC | $83.85万 | 0.19% | 46,842 | -2,240 | -4.6% | -$4.01万 | 减仓 |
| WMT | WALMART INC | $84.38万 | 0.19% | 7,450 | -305 | -3.9% | -$3.45万 | 减仓 |
| WCC | WESCO INTL INC | $85.48万 | 0.19% | 2,475 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $85.63万 | 0.19% | 11,901 | 603 | 5.3% | $4.34万 | 加仓 |
| ABBV | ABBVIE INC | $86.58万 | 0.19% | 3,441 | -17 | -0.5% | -$4,278 | 减仓 |
| VLO | VALERO ENERGY CORP | $88.98万 | 0.20% | 3,417 | -60 | -1.7% | -$1.56万 | 减仓 |
| ENB | ENBRIDGE INC | $90.54万 | 0.20% | 16,701 | 4 | 0.0% | $217 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $91.62万 | 0.20% | 22,773 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $93.03万 | 0.21% | 97,206 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $93.93万 | 0.21% | 9,080 | -30 | -0.3% | -$3,104 | 减仓 |
| HD | HOME DEPOT INC | $94.24万 | 0.21% | 2,672 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $94.31万 | 0.21% | 4,432 | 690 | 18.4% | $14.68万 | 加仓 |
| IDV | ISHARES TR | $94.48万 | 0.21% | 22,804 | -400 | -1.7% | -$1.66万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $98.05万 | 0.22% | 6,686 | -322 | -4.6% | -$4.72万 | 减仓 |
| KO | COCA COLA CO | $98.36万 | 0.22% | 12,103 | -160 | -1.3% | -$1.30万 | 减仓 |
| DVY | ISHARES TR | $102.77万 | 0.23% | 6,575 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $105.27万 | 0.24% | 7,183 | -17 | -0.2% | -$2,491 | 减仓 |
| XEL | XCEL ENERGY INC | $105.60万 | 0.24% | 13,151 | -100 | -0.8% | -$8,030 | 减仓 |
| RIO | RIO TINTO PLC | $106.22万 | 0.24% | 11,189 | -749 | -6.3% | -$7.11万 | 减仓 |
| COHR | COHERENT CORP | $106.31万 | 0.24% | 2,695 | -75 | -2.7% | -$2.96万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $108.18万 | 0.24% | 19,722 | -164 | -0.8% | -$8,995 | 减仓 |
| AMLP | ALPS ETF TR | $112.28万 | 0.25% | 21,654 | 880 | 4.2% | $4.56万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $113.95万 | 0.25% | 13,678 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $114.51万 | 0.26% | 7,000 | 0 | 0.0% | — | 不变 |
| TRVI | TREVI THERAPEUTICS INC | $114.70万 | 0.26% | 61,500 | 0 | 0.0% | — | 不变 |
| USAS | AMERICAS GOLD AND SILVER COR | $114.95万 | 0.26% | 243,531 | -3,500 | -1.4% | -$1.65万 | 减仓 |
| WM | WASTE MGMT INC DEL | $114.96万 | 0.26% | 5,158 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $117.81万 | 0.26% | 6,969 | 89 | 1.3% | $1.50万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $128.46万 | 0.29% | 5,736 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $129.27万 | 0.29% | 3,050 | -50 | -1.6% | -$2.12万 | 减仓 |
| BAC | BANK OF AMER CORP | $130.44万 | 0.29% | 22,891 | -281 | -1.2% | -$1.60万 | 减仓 |
| — | PRECISION OPTICS CORP INC MA | $132.83万 | 0.30% | 260,458 | 6,350 | 2.5% | $3.24万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $135.91万 | 0.30% | 1,820 | -30 | -1.6% | -$2.24万 | 减仓 |
| SHEL | SHELL PLC | $136.64万 | 0.31% | 17,622 | -350 | -1.9% | -$2.71万 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $143.86万 | 0.32% | 32,800 | -1,936 | -5.6% | -$8.49万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $150.21万 | 0.34% | 54,880 | -500 | -0.9% | -$1.37万 | 减仓 |
| PWR | QUANTA SVCS INC | $150.35万 | 0.34% | 2,088 | -480 | -18.7% | -$34.56万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $154.34万 | 0.34% | 41,986 | -1,153 | -2.7% | -$4.24万 | 减仓 |
| UMH | UMH PPTYS INC | $156.89万 | 0.35% | 103,627 | -4,403 | -4.1% | -$6.67万 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $158.18万 | 0.35% | 343,116 | -13,462 | -3.8% | -$6.21万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $159.94万 | 0.36% | 4,690 | -2 | -0.0% | -$682 | 减仓 |
| GOOGL | ALPHABET INC | $161.92万 | 0.36% | 4,531 | -222 | -4.7% | -$7.93万 | 减仓 |
| GOOG | ALPHABET INC | $163.81万 | 0.37% | 4,636 | -24 | -0.5% | -$8,480 | 减仓 |
| IBDS | ISHARES TR | $165.91万 | 0.37% | 68,500 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $169.86万 | 0.38% | 2,307 | -31 | -1.3% | -$2.28万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $172.09万 | 0.38% | 5,088 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $174.96万 | 0.39% | 1,643 | -4 | -0.2% | -$4,260 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $179.21万 | 0.40% | 14,158 | -242 | -1.7% | -$3.06万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $179.38万 | 0.40% | 7,285 | 9 | 0.1% | $2,216 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $180.30万 | 0.40% | 5,508 | -135 | -2.4% | -$4.42万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $181.83万 | 0.41% | 12,574 | -165 | -1.3% | -$2.39万 | 减仓 |
| AMGN | AMGEN INC | $182.91万 | 0.41% | 5,051 | -98 | -1.9% | -$3.55万 | 减仓 |
| OKE | ONEOK INC NEW | $183.15万 | 0.41% | 21,067 | -2 | -0.0% | -$174 | 减仓 |
| IVV | ISHARES TR | $184.19万 | 0.41% | 2,459 | 199 | 8.8% | $14.91万 | 加仓 |
| GEV | GE VERNOVA INC | $187.39万 | 0.42% | 1,595 | -3 | -0.2% | -$3,525 | 减仓 |
| FLEX | FLEX LTD | $193.35万 | 0.43% | 11,930 | -4,140 | -25.8% | -$67.10万 | 减仓 |
| GHM | GRAHAM CORP | $195.33万 | 0.44% | 15,780 | -350 | -2.2% | -$4.33万 | 减仓 |
| AMAT | APPLIED MATLS INC | $198.20万 | 0.44% | 2,741 | -184 | -6.3% | -$13.30万 | 减仓 |
| CMS | CMS ENERGY CORP | $201.96万 | 0.45% | 26,400 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $211.78万 | 0.47% | 1,835 | -290 | -13.6% | -$33.47万 | 减仓 |
| EXC | EXELON CORP | $221.72万 | 0.50% | 47,558 | 8 | 0.0% | $373 | 加仓 |
| — | EXXON MOBIL CORP | $223.91万 | 0.50% | 16,377 | 2 | 0.0% | $273 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $231.72万 | 0.52% | 418,268 | -58,192 | -12.2% | -$32.24万 | 减仓 |
| GE | GE AEROSPACE | $241.89万 | 0.54% | 6,472 | -90 | -1.4% | -$3.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $244.49万 | 0.55% | 14,750 | -72 | -0.5% | -$1.19万 | 减仓 |
| EVRG | EVERGY INC | $246.46万 | 0.55% | 28,516 | -143 | -0.5% | -$1.24万 | 减仓 |
| — | CERAGON NETWORKS LTD | $247.91万 | 0.55% | 957,178 | 13,043 | 1.4% | $3.38万 | 加仓 |
| T | AT&T INC | $248.32万 | 0.55% | 119,962 | -1,450 | -1.2% | -$3.00万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $260.62万 | 0.58% | 29,694 | -104 | -0.3% | -$9,128 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $262.22万 | 0.59% | 111,394 | -7,185 | -6.1% | -$16.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $263.37万 | 0.59% | 13,163 | 160 | 1.2% | $3.20万 | 加仓 |
| VICI | VICI PPTYS INC | $266.32万 | 0.59% | 100,310 | 9,849 | 10.9% | $26.15万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $296.08万 | 0.66% | 26,763 | -1,210 | -4.3% | -$13.39万 | 减仓 |
| AMZN | AMAZON COM INC | $298.81万 | 0.67% | 12,537 | -349 | -2.7% | -$8.32万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $319.85万 | 0.71% | 26,340 | -321 | -1.2% | -$3.90万 | 减仓 |
| BA | BOEING CO | $349.43万 | 0.78% | 16,142 | 1,064 | 7.1% | $23.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $353.34万 | 0.79% | 7,061 | -67 | -0.9% | -$3.35万 | 减仓 |
| GSK | GSK PLC | $361.08万 | 0.81% | 68,882 | -557 | -0.8% | -$2.92万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $372.10万 | 0.83% | 14,982 | -87 | -0.6% | -$2.16万 | 减仓 |
| DOCU | DOCUSIGN INC | $378.43万 | 0.85% | 85,193 | 26,113 | 44.2% | $115.99万 | 加仓 |
| NVO | NOVO-NORDISK A S | $391.51万 | 0.87% | 81,667 | 18,007 | 28.3% | $86.33万 | 加仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $396.48万 | 0.89% | 220,268 | 13,936 | 6.8% | $25.08万 | 加仓 |
| INTC | INTEL CORP | $411.37万 | 0.92% | 29,461 | -928 | -3.1% | -$12.96万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $426.70万 | 0.95% | 75,695 | -2,080 | -2.7% | -$11.73万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $466.62万 | 1.04% | 110,208 | -2,007 | -1.8% | -$8.50万 | 减仓 |
| IRM | IRON MTN INC DEL | $495.42万 | 1.11% | 39,223 | -161 | -0.4% | -$2.03万 | 减仓 |
| NVS | NOVARTIS AG | $512.10万 | 1.14% | 32,676 | -65 | -0.2% | -$1.02万 | 减仓 |
| MRK | MERCK & CO INC | $516.85万 | 1.15% | 40,221 | -491 | -1.2% | -$6.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $517.77万 | 1.16% | 20,387 | -482 | -2.3% | -$12.24万 | 减仓 |
| ELVA | ELECTROVAYA INC | $524.59万 | 1.17% | 499,613 | -4,744 | -0.9% | -$4.98万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $532.17万 | 1.19% | 42,122 | -250 | -0.6% | -$3.16万 | 减仓 |
| NTR | NUTRIEN LTD | $546.19万 | 1.22% | 86,766 | -1,890 | -2.1% | -$11.90万 | 减仓 |
| PFFD | GLOBAL X FDS | $601.01万 | 1.34% | 321,568 | -7,946 | -2.4% | -$14.85万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $633.89万 | 1.42% | 23,577 | -33 | -0.1% | -$8,872 | 减仓 |
| PFE | PFIZER INC | $678.55万 | 1.52% | 281,791 | 23,684 | 9.2% | $57.03万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $688.66万 | 1.54% | 119,517 | -1,954 | -1.6% | -$11.26万 | 减仓 |
| SLB | SLB LIMITED | $718.57万 | 1.61% | 154,564 | -88 | -0.1% | -$4,091 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $761.85万 | 1.70% | 49,110 | 449 | 0.9% | $6.97万 | 加仓 |
| — | EVOLUTION PETE CORP | $814.24万 | 1.82% | 2,212,619 | 76,403 | 3.6% | $28.12万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $928.33万 | 2.07% | 185,258 | 8,672 | 4.9% | $43.46万 | 加仓 |