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
BDJ BLACKROCK ENHANCED EQUITY DI $93.03万0.21%97,206 00.0% — 不变
CEF SPROTT ASSET MANAGEMENT LP $91.62万0.20%22,773 00.0% — 不变
ENB ENBRIDGE INC $90.54万0.20%16,701 40.0% $217 加仓
VLO VALERO ENERGY CORP $88.98万0.20%3,417 -60-1.7% -$1.56万 减仓
ABBV ABBVIE INC $86.58万0.19%3,441 -17-0.5% -$4,278 减仓
MO ALTRIA GROUP INC $85.63万0.19%11,901 6035.3% $4.34万 加仓
WCC WESCO INTL INC $85.48万0.19%2,475 00.0% — 不变
WMT WALMART INC $84.38万0.19%7,450 -305-3.9% -$3.45万 减仓
STEW SRH TOTAL RETURN FUND INC $83.85万0.19%46,842 -2,240-4.6% -$4.01万 减仓
STWD STARWOOD PPTY TR INC $82.25万0.18%50,216 3,3627.2% $5.51万 加仓
TXN TEXAS INSTRS INC $81.98万0.18%2,750 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $81.59万0.18%12,746 8,736217.9% $55.92万 加仓
CASY CASEYS GEN STORES INC $79.88万0.18%1,005 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $79.26万0.18%1,907 -54-2.8% -$2.24万 减仓
ETN EATON CORP PLC $79.11万0.18%1,856 -107-5.5% -$4.56万 减仓
TX TERNIUM SA $76.86万0.17%18,000 -650-3.5% -$2.78万 减仓
AMCR AMCOR PLC $76.42万0.17%17,628 10.0% $43 加仓
ET ENERGY TRANSFER L P $76.07万0.17%39,784 00.0% — 不变
MPC MARATHON PETE CORP $74.19万0.17%2,902 30.1% $767 加仓
OHI OMEGA HEALTHCARE INVS INC $73.90万0.17%15,500 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $73.70万0.16%32,960 -800-2.4% -$1.79万 减仓
IXN ISHARES TR $73.21万0.16%5,067 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $73.08万0.16%1,258 -89-6.6% -$5.17万 减仓
PATK PATRICK INDS INC $72.54万0.16%8,080 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $71.57万0.16%3,200 00.0% — 不变
NOW SERVICENOW INC $71.22万0.16%7,174 5,714391.4% $56.73万 重新持有
TIP ISHARES TR $71.13万0.16%6,500 00.0% — 不变
TSLA TESLA INC $70.91万0.16%1,686 70.4% $2,944 加仓
XLK SELECT SECTOR SPDR TR $68.34万0.15%3,587 -8-0.2% -$1,524 减仓
PPL PPL CORP $66.87万0.15%18,397 60.0% $218 加仓
Q QNITY ELECTRONICS INC $66.78万0.15%4,089 -5-0.1% -$817 减仓
XLU SELECT SECTOR SPDR TR $66.73万0.15%14,717 00.0% — 不变
RTX RTX CORPORATION $66.59万0.15%3,510 -7-0.2% -$1,328 减仓
EQNR EQUINOR ASA $63.90万0.14%20,350 -5,900-22.5% -$18.53万 减仓
ADM ARCHER DANIELS MIDLAND CO $62.19万0.14%8,139 20.0% $153 加仓
VEA VANGUARD TAX-MANAGED FDS $62.04万0.14%8,708 4,27096.2% $30.42万 加仓
CTVA CORTEVA INC $61.82万0.14%7,300 -10-0.1% -$847 减仓
DIS DISNEY WALT CO $61.25万0.14%6,364 -212-3.2% -$2.04万 减仓
BE BLOOM ENERGY CORP $60.63万0.14%2,003 00.0% — 不变
QCOM QUALCOMM INC $60.58万0.14%3,278 -154-4.5% -$2.85万 减仓
PLSE PULSE BIOSCIENCES INC $59.62万0.13%21,500 00.0% — 不变
HXL HEXCEL CORP NEW $57.53万0.13%5,750 00.0% — 不变
BX BLACKSTONE INC $56.71万0.13%4,819 20.0% $235 加仓
MCD MCDONALDS CORP $54.78万0.12%2,026 -119-5.5% -$3.22万 减仓
KOPN KOPIN CORP $54.74万0.12%122,186 -111,801-47.8% -$50.09万 减仓
AVGO BROADCOM INC $54.58万0.12%1,445 -52-3.5% -$1.96万 减仓
SRI STONERIDGE INC $54.10万0.12%73,910 25,09751.4% $18.37万 加仓
WFC WELLS FARGO & CO $53.73万0.12%6,502 -49-0.7% -$4,049 减仓
B BARRICK MNG CORP $52.60万0.12%14,322 00.0% — 不变
VOD VODAFONE GROUP PLC $51.79万0.12%39,158 -1,450-3.6% -$1.92万 减仓
USFD US FOODS HLDG CORP $50.10万0.11%4,900 00.0% — 不变
COP CONOCOPHILLIPS $49.56万0.11%4,767 10.0% $104 加仓
VUG VANGUARD INDEX FDS $49.52万0.11%5,748 360.6% $3,101 加仓
SO SOUTHERN CO $49.17万0.11%5,138 -9-0.2% -$861 减仓
MMM 3M CO $48.23万0.11%2,979 10.0% $162 加仓
CMCSA COMCAST CORP NEW $47.73万0.11%19,444 5803.1% $1.42万 加仓
SYY SYSCO CORP $46.80万0.10%5,600 00.0% — 不变
BEP BROOKFIELD RENEWABLE ENERGY $46.62万0.10%13,425 00.0% — 不变
TSCO TRACTOR SUPPLY CO $45.54万0.10%14,408 00.0% — 不变
OLN OLIN CORP $45.09万0.10%22,751 00.0% — 不变
UVSP UNIVEST FINANCIAL CORPORATIO $44.74万0.10%10,227 00.0% — 不变
VB VANGUARD INDEX FDS $44.71万0.10%1,475 00.0% — 不变
WTRG ESSENTIAL UTILS INC $44.47万0.10%11,607 1871.6% $7,164 加仓
BP BP PLC $44.14万0.10%11,947 -375-3.0% -$1.39万 减仓
— PUTNAM MASTER INTER INCOME T $44.09万0.10%136,500 20,50017.7% $6.62万 加仓
GDX VANECK ETF TRUST $43.96万0.10%5,826 00.0% — 不变
HLN HALEON PLC $43.78万0.10%46,927 -159-0.3% -$1,483 减仓
DHI D R HORTON INC $43.70万0.10%2,683 60.2% $977 加仓
UNP UNION PAC CORP $43.52万0.10%1,600 -10-0.6% -$2,720 减仓
LMT LOCKHEED MARTIN CORP $43.37万0.10%851 -26-3.0% -$1.33万 减仓
CSQ CALAMOS STRATEGIC TOTAL RETU $43.20万0.10%21,013 00.0% — 不变
WEC WEC ENERGY GROUP INC $42.81万0.10%3,666 00.0% — 不变
MTB M & T BK CORP $42.72万0.10%1,795 00.0% — 不变
TEL TE CONNECTIVITY PLC $42.34万0.09%2,100 00.0% — 不变
ASYS AMTECH SYS INC $41.08万0.09%17,800 1,5009.2% $3.46万 加仓
COWZ PACER FDS TR $40.59万0.09%6,526 1,64933.8% $10.26万 加仓
VTI VANGUARD INDEX FDS $40.58万0.09%1,097 1,097— $40.58万 新建仓
V VISA INC $40.27万0.09%1,174 -48-3.9% -$1.65万 减仓
LRCX LAM RESEARCH CORP $40.17万0.09%927 927— $40.17万 新建仓
IWP ISHARES TR $40.15万0.09%2,742 -400-12.7% -$5.86万 减仓
ONTO ONTO INNOVATION INC $39.93万0.09%1,055 00.0% — 不变
TPYP TORTOISE CAPITAL SERIES TRUS $39.83万0.09%9,500 00.0% — 不变
C CITIGROUP INC $39.62万0.09%2,831 -51-1.8% -$7,138 减仓
— INVESCO PA VALUE MUN INC TR $39.61万0.09%34,989 90.0% $102 加仓
DE DEERE & CO $39.17万0.09%617 00.0% — 不变
VTV VANGUARD INDEX FDS $38.88万0.09%1,784 44232.9% $9.63万 加仓
AVUV AMERICAN CENTY ETF TR $38.78万0.09%3,108 59923.9% $7.47万 加仓
HSBC HSBC HLDGS PLC $38.75万0.09%4,075 00.0% — 不变
VLUE ISHARES TR $38.56万0.09%1,930 00.0% — 不变
PEP PEPSICO INC $38.28万0.09%2,827 -160-5.4% -$2.17万 减仓
AGX ARGAN INC $37.93万0.08%475 00.0% — 不变
DD DUPONT DE NEMOURS INC $37.71万0.08%2,780 -5,629-66.9% -$76.35万 减仓
NXT NEXTPOWER INC $37.22万0.08%3,124 00.0% — 不变
UL UNILEVER PLC $37.19万0.08%6,186 290.5% $1,743 加仓
WLDN WILLDAN GROUP INC $37.14万0.08%4,695 00.0% — 不变
MS MORGAN STANLEY $37.00万0.08%1,770 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $36.94万0.08%774 -31-3.9% -$1.48万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $36.72万0.08%2,681 00.0% — 不变
FSTR FOSTER L B CO $36.59万0.08%8,100 00.0% — 不变
IJT ISHARES TR $36.35万0.08%2,035 -250-10.9% -$4.46万 减仓