13F 机构持仓

WealthTrust Axiom LLC

WAYNE PA · SEC CIK 0001425949

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.48亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.0%
KMI 3.4%
LYTS 3.4%
TTI 2.9%
GLW 2.7%
IBM 2.6%
MSFT 2.4%
LLY 2.3%
CSCO 2.2%
FLDR 2.1%

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
NFLX NETFLIX INC. $00.00%0 -3,036-100.0% -$29.20万 清仓
NKE NIKE INC $00.00%0 -5,097-100.0% -$26.92万 清仓
LYB LYONDELLBASELL INDUSTRIES NV $00.00%0 -2,699-100.0% -$21.75万 清仓
FANG DIAMONDBACK ENERGY INC $00.00%0 -1,077-100.0% -$21.30万 清仓
SYK STRYKER CORPORATION $00.00%0 -620-100.0% -$20.37万 清仓
XBGYX BLACKROCK ENHANCED INTL DIV $00.00%0 -10,500-100.0% -$5.68万 清仓
— REALPHA TECH CORP $00.00%0 -10,000-100.0% -$2,429 清仓
— ROCKWELL MED INC $1.82万0.00%33,000 -6,100-15.6% -$3,358 减仓
— LIQTECH INTL INC $3.43万0.01%40,389 -5,627-12.2% -$4,777 减仓
— RETRACTABLE TECHNOLOGIES INC $3.70万0.01%51,333 -1,500-2.8% -$1,080 减仓
— BLACKROCK TCP CAPITAL CORP $4.20万0.01%12,500 00.0% — 不变
VVR INVESCO SR INCOME TR $7.04万0.02%23,454 -1,465-5.9% -$4,395 减仓
BDN BRANDYWINE RLTY TR $7.10万0.02%22,408 10,06781.6% $3.19万 加仓
LEO BNY MELLON STRATEGIC MUNS IN $8.40万0.02%13,000 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $10.27万0.02%13,368 00.0% — 不变
JMIA JUMIA TECHNOLOGIES AG $10.57万0.02%15,000 -2,080-12.2% -$1.47万 减仓
BGC BGC GROUP INC $10.69万0.02%10,000 00.0% — 不变
OBE OBSIDIAN ENERGY LTD $10.86万0.02%13,357 -9,200-40.8% -$7.48万 减仓
XEVVX EATON VANCE LIMITED DURATION $11.06万0.02%11,800 00.0% — 不变
JPC NUVEEN PFD & INCOME OPPORTUN $15.66万0.03%19,879 00.0% — 不变
ASC ARDMORE SHIPPING CORP $15.94万0.04%11,376 -8,125-41.7% -$11.38万 减仓
BBN BLACKROCK TAX MUNICPAL BD TR $16.59万0.04%10,259 00.0% — 不变
— GLOBAL SELF STORAGE INC $16.77万0.04%32,000 1,0003.2% $5,240 加仓
RITM RITHM CAPITAL CORP $17.84万0.04%19,000 00.0% — 不变
EFC ELLINGTON FINANCIAL INC $17.90万0.04%13,150 00.0% — 不变
KYN KAYNE ANDERSON ENERGY INFRST $18.67万0.04%13,500 00.0% — 不变
— ABRDN GLOBAL PREMIER PPTYS F $18.84万0.04%15,915 00.0% — 不变
THQ ABRDN HEALTHCARE OPPORTUNITI $19.67万0.04%10,500 00.0% — 不变
AGNC AGNC INVT CORP $19.84万0.04%18,200 -500-2.7% -$5,450 减仓
D DOMINION ENERGY INC $20.35万0.05%2,979 2,979— $20.35万 新建仓
NOK NOKIA CORP $20.40万0.05%15,364 580.4% $770 加仓
ROG ROGERS CORP $20.47万0.05%1,250 1,250— $20.47万 新建仓
MSI MOTOROLA SOLUTIONS INC $20.97万0.05%505 -50-9.0% -$2.08万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $21.00万0.05%600 600— $21.00万 新建仓
COF CAPITAL ONE FINL CORP $21.02万0.05%1,048 00.0% — 重新持有
AKAM AKAMAI TECHNOLOGIES INC $21.36万0.05%1,807 00.0% — 不变
VOO VANGUARD INDEX FDS $21.39万0.05%311 311— $21.39万 新建仓
IDXX IDEXX LABS INC $21.48万0.05%408 -1-0.2% -$526 减仓
NSC NORFOLK SOUTHN CORP $22.02万0.05%700 00.0% — 不变
FFIV F5 INC $22.13万0.05%532 532— $22.13万 新建仓
VGT VANGUARD WORLD FD $22.34万0.05%1,869 1,869— $22.34万 新建仓
IMO IMPERIAL OIL LTD $22.40万0.05%2,000 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $22.76万0.05%225 225— $22.76万 新建仓
TRV TRAVELERS COMPANIES INC $22.83万0.05%691 -34-4.7% -$1.12万 减仓
IEFA ISHARES TR $22.90万0.05%2,372 1536.9% $1.48万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $23.08万0.05%2,844 -4-0.1% -$325 减仓
VO VANGUARD INDEX FDS $23.50万0.05%2,917 -67-2.2% -$5,398 减仓
KMB KIMBERLY-CLARK CORP $23.51万0.05%2,142 20.1% $220 加仓
— KKR INCOME OPPORTUNITIES FD $23.52万0.05%20,889 -1,064-4.8% -$1.20万 减仓
PNW PINNACLE WEST CAP CORP $23.54万0.05%2,200 00.0% — 不变
DELL DELL TECHNOLOGIES INC $23.64万0.05%548 548— $23.64万 新建仓
BEPC BROOKFIELD RENEWABLE CORP $23.68万0.05%6,378 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $23.69万0.05%4,194 00.0% — 不变
GLD SPDR GOLD TR $23.95万0.05%650 00.0% — 不变
AGG ISHARES TR $23.98万0.05%2,423 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $24.04万0.05%10,800 00.0% — 不变
FELV FIDELITY COVINGTON TRUST $24.06万0.05%6,001 00.0% — 不变
EMR EMERSON ELEC CO $24.08万0.05%1,682 -96-5.4% -$1.37万 减仓
HSY HERSHEY CO $24.12万0.05%1,375 00.0% — 不变
LOW LOWES COS INC $24.45万0.05%1,109 -100-8.3% -$2.20万 减仓
VIG VANGUARD SPECIALIZED FUNDS $24.58万0.05%1,039 -47-4.3% -$1.11万 减仓
SMH VANECK ETF TRUST $24.93万0.06%380 380— $24.93万 新建仓
QLD PROSHARES TR $25.16万0.06%2,600 2,600— $25.16万 新建仓
TFI SPDR SERIES TRUST $25.19万0.06%5,500 00.0% — 不变
SRE SEMPRA $25.57万0.06%2,758 -8-0.3% -$742 减仓
TER TERADYNE INC $25.63万0.06%530 -200-27.4% -$9.67万 减仓
TFC TRUIST FINL CORP $26.12万0.06%5,242 -59-1.1% -$2,940 减仓
AZN ASTRAZENECA PLC $26.22万0.06%1,383 00.0% — 不变
NFG NATIONAL FUEL GAS CO $26.54万0.06%3,438 40.1% $309 加仓
ORLY OREILLY AUTOMOTIVE INC $27.07万0.06%2,940 -45-1.5% -$4,144 减仓
ODD ODDITY TECH LTD $27.16万0.06%17,950 -6,500-26.6% -$9.83万 减仓
TILE INTERFACE INC $27.24万0.06%7,600 -100-1.3% -$3,584 重新持有
SMWB SIMILARWEB LTD $27.32万0.06%44,565 44,565— $27.32万 新建仓
FENI FIDELITY COVINGTON TRUST $27.34万0.06%6,812 2824.3% $1.13万 加仓
EQT EQT CORP $27.69万0.06%5,208 110.2% $585 加仓
UTF COHEN & STEERS INFRASTRUCTUR $27.73万0.06%10,052 00.0% — 不变
HEDJ WISDOMTREE TR $27.93万0.06%4,900 00.0% — 不变
IHI ISHARES TR $28.04万0.06%5,675 5,675— $28.04万 新建仓
ABT ABBOTT LABORATORIES $28.10万0.06%3,096 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $28.23万0.06%9,550 -500-5.0% -$1.48万 减仓
DVN DEVON ENERGY CORP NEW $28.57万0.06%6,915 2,87971.3% $11.90万 加仓
GLNG GOLAR LNG LTD $29.16万0.07%5,850 00.0% — 不变
PLD PROLOGIS INC. $29.48万0.07%2,176 00.0% — 不变
PDI PIMCO DYNAMIC INCOME FD $30.53万0.07%18,283 00.0% — 不变
BND VANGUARD BD INDEX FDS $30.65万0.07%4,175 4,175— $30.65万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $30.77万0.07%5,155 1,17629.6% $7.02万 加仓
GM GENERAL MTRS CO $30.78万0.07%3,993 00.0% — 不变
META META PLATFORMS INC $31.02万0.07%551 -45-7.6% -$2.53万 减仓
LEU CENTRUS ENERGY CORP $31.21万0.07%1,859 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $31.23万0.07%3,778 1,35155.7% $11.17万 加仓
LITE LUMENTUM HLDGS INC $31.32万0.07%365 00.0% — 不变
YUM YUM BRANDS INC $31.41万0.07%1,965 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $32.52万0.07%462 00.0% — 不变
ITOT ISHARES TR $32.61万0.07%1,985 00.0% — 不变
ALL ALLSTATE CORP $32.81万0.07%1,379 00.0% — 不变
XLV SELECT SECTOR SPDR TR $32.88万0.07%2,072 00.0% — 不变
IOVA IOVANCE BIOTHERAPEUTICS INC $33.28万0.07%80,000 00.0% — 不变
VSH VISHAY INTERTECHNOLOGY INC $33.52万0.07%6,233 6,233— $33.52万 新建仓
EUSA ISHARES INC $33.53万0.07%2,936 -478-14.0% -$5.46万 减仓
GD GENERAL DYNAMICS CORP $33.69万0.08%951 -56-5.6% -$1.98万 减仓