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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $30.38万 | 0.07% | 2,072 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $30.22万 | 0.07% | 1,414 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $29.89万 | 0.07% | 1,848 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $29.74万 | 0.07% | 3,993 | 1 | 0.0% | $74 | 加仓 |
| ASC | ARDMORE SHIPPING CORP | $29.74万 | 0.07% | 19,501 | -4,500 | -18.7% | -$6.86万 | 减仓 |
| NFLX | NETFLIX INC. | $29.20万 | 0.07% | 3,036 | 381 | 14.4% | $3.66万 | 加仓 |
| MS | MORGAN STANLEY | $29.13万 | 0.07% | 1,770 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $28.77万 | 0.07% | 2,176 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $28.59万 | 0.07% | 1,379 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $28.58万 | 0.07% | 1,375 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $28.57万 | 0.07% | 1,209 | 9 | 0.8% | $2,127 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $28.54万 | 0.07% | 4,010 | 351 | 9.6% | $2.50万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.51万 | 0.07% | 462 | -4 | -0.9% | -$2,468 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.44万 | 0.07% | 4,438 | 39 | 0.9% | $2,499 | 加仓 |
| ITOT | ISHARES TR | $28.27万 | 0.07% | 1,985 | 48 | 2.5% | $6,837 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $28.08万 | 0.07% | 80,000 | 15,000 | 23.1% | $5.26万 | 加仓 |
| GLD | SPDR GOLD TR | $27.98万 | 0.07% | 650 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $27.72万 | 0.07% | 2,509 | 2,509 | — | $27.72万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.55万 | 0.07% | 2,985 | 45 | 1.5% | $4,154 | 加仓 |
| VLUE | ISHARES TR | $27.44万 | 0.07% | 1,930 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $27.40万 | 0.07% | 1,347 | -3,950 | -74.6% | -$80.35万 | 减仓 |
| AZN | ASTRAZENECA PLC | $27.28万 | 0.07% | 1,383 | 1,383 | — | $27.28万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.21万 | 0.07% | 805 | 60 | 8.1% | $2.03万 | 加仓 |
| BE | BLOOM ENERGY CORP | $27.14万 | 0.07% | 2,003 | 2,003 | — | $27.14万 | 新建仓 |
| NKE | NIKE INC | $26.92万 | 0.07% | 5,097 | -135 | -2.6% | -$7,131 | 减仓 |
| SRE | SEMPRA | $26.88万 | 0.07% | 2,766 | 8 | 0.3% | $777 | 加仓 |
| VTV | VANGUARD INDEX FDS | $26.33万 | 0.06% | 1,342 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $26.16万 | 0.06% | 2,000 | 2,000 | — | $26.16万 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $26.01万 | 0.06% | 10,052 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $25.87万 | 0.06% | 475 | 475 | — | $25.87万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $25.65万 | 0.06% | 365 | 365 | — | $25.65万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $25.63万 | 0.06% | 4,900 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $25.40万 | 0.06% | 6,378 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $24.94万 | 0.06% | 5,500 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $24.37万 | 0.06% | 5,301 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $24.29万 | 0.06% | 6,530 | 6,530 | — | $24.29万 | 新建仓 |
| — | KKR INCOME OPPORTUNITIES FD | $24.15万 | 0.06% | 21,953 | -245 | -1.1% | -$2,695 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $24.12万 | 0.06% | 10,800 | -500 | -4.4% | -$1.12万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $24.09万 | 0.06% | 555 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $24.05万 | 0.06% | 2,423 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $23.77万 | 0.06% | 4,194 | 4 | 0.1% | $227 | 加仓 |
| SRI | STONERIDGE INC | $23.58万 | 0.06% | 48,813 | 33,534 | 219.5% | $16.20万 | 加仓 |
| — | TELA BIO INC | $23.37万 | 0.06% | 376,938 | 54,350 | 16.8% | $3.37万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.35万 | 0.06% | 1,086 | 15 | 1.4% | $3,225 | 加仓 |
| EMR | EMERSON ELEC CO | $23.30万 | 0.06% | 1,778 | -15 | -0.8% | -$1,966 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.05万 | 0.06% | 2,848 | 4 | 0.1% | $324 | 加仓 |
| IDXX | IDEXX LABS INC | $22.98万 | 0.06% | 409 | 0 | 0.0% | — | 不变 |
| FSTR | FOSTER L B CO | $22.60万 | 0.06% | 8,100 | -551 | -6.4% | -$1.54万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $22.16万 | 0.05% | 2,200 | 2,200 | — | $22.16万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $21.75万 | 0.05% | 2,699 | 2,699 | — | $21.75万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $21.63万 | 0.05% | 1,055 | 1,055 | — | $21.63万 | 新建仓 |
| TER | TERADYNE INC | $21.63万 | 0.05% | 730 | 730 | — | $21.63万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $21.51万 | 0.05% | 3,979 | 3,979 | — | $21.51万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $21.43万 | 0.05% | 746 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY LTD | $21.36万 | 0.05% | 22,557 | -10,750 | -32.3% | -$10.18万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $21.30万 | 0.05% | 1,077 | 1,077 | — | $21.30万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $21.15万 | 0.05% | 725 | 1 | 0.1% | $292 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $20.95万 | 0.05% | 6,001 | 6,001 | — | $20.95万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $20.75万 | 0.05% | 1,807 | 1,807 | — | $20.75万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $20.65万 | 0.05% | 2,140 | -25 | -1.2% | -$2,412 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $20.49万 | 0.05% | 4,550 | 4,550 | — | $20.49万 | 新建仓 |
| SYK | STRYKER CORPORATION | $20.37万 | 0.05% | 620 | 620 | — | $20.37万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $20.31万 | 0.05% | 4,036 | 4,036 | — | $20.31万 | 新建仓 |
| IEFA | ISHARES TR | $20.09万 | 0.05% | 2,219 | -84 | -3.6% | -$7,606 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $20.09万 | 0.05% | 700 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.08万 | 0.05% | 2,427 | 2,427 | — | $20.08万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $19.28万 | 0.05% | 13,500 | 0 | 0.0% | — | 不变 |
| ASYS | AMTECH SYS INC | $19.04万 | 0.05% | 16,300 | 5,000 | 44.2% | $5.84万 | 加仓 |
| AGNC | AGNC INVT CORP | $18.76万 | 0.05% | 18,700 | -500 | -2.6% | -$5,015 | 减仓 |
| RITM | RITHM CAPITAL CORP | $18.01万 | 0.04% | 19,000 | -600 | -3.1% | -$5,688 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $17.64万 | 0.04% | 10,500 | -1,500 | -12.5% | -$2.52万 | 减仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $17.59万 | 0.04% | 15,915 | 15,915 | — | $17.59万 | 新建仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $16.59万 | 0.04% | 10,259 | 0 | 0.0% | — | 不变 |
| — | GLOBAL SELF STORAGE INC | $15.84万 | 0.04% | 31,000 | 31,000 | — | $15.84万 | 新建仓 |
| EFC | ELLINGTON FINANCIAL INC | $15.58万 | 0.04% | 13,150 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $14.99万 | 0.04% | 19,879 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $12.31万 | 0.03% | 15,306 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $11.79万 | 0.03% | 17,080 | -500 | -2.8% | -$3,450 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $11.15万 | 0.03% | 11,800 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $9.78万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $9.29万 | 0.02% | 13,368 | 0 | 0.0% | — | 不变 |
| — | LIQTECH INTL INC | $8.79万 | 0.02% | 46,016 | -8,700 | -15.9% | -$1.66万 | 减仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $8.18万 | 0.02% | 13,000 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $8.02万 | 0.02% | 24,919 | 27 | 0.1% | $87 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $5.68万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK TCP CAPITAL CORP | $4.51万 | 0.01% | 12,500 | -2,475 | -16.5% | -$8,935 | 减仓 |
| — | RETRACTABLE TECHNOLOGIES INC | $3.49万 | 0.01% | 52,833 | -5,500 | -9.4% | -$3,638 | 减仓 |
| — | ROCKWELL MED INC | $3.49万 | 0.01% | 39,100 | 1,200 | 3.2% | $1,072 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $3.34万 | 0.01% | 12,341 | 459 | 3.9% | $1,244 | 加仓 |
| — | REALPHA TECH CORP | $2,429 | 0.00% | 10,000 | 10,000 | — | $2,429 | 新建仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -17,629 | -100.0% | -$73.51万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -3,938 | -100.0% | -$29.25万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,383 | -100.0% | -$25.43万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TILE | INTERFACE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,672 | -100.0% | -$20.11万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -10,303 | -100.0% | -$12.83万 | 清仓 |