Wealth Preservation Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001968434
$1.75亿2026Q2 申报市值
88持仓数
71.6%前十大占比 · 第一大 20.1%
2 / 954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
GOOG 加仓+$1,913.00万
NVDA 加仓+$461.73万
VTV 加仓+$261.30万
MSFT 加仓+$221.80万
AAPL 加仓+$205.53万
2026Q2 卖出最多 按季末市值估算
PEBO 重新持有-$76.82万
QXO 清仓-$34.87万
INTC 清仓-$26.92万
CRM 清仓-$25.28万
META 减仓-$21.40万
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 |
|---|---|---|---|---|---|---|---|---|
| QXO | QXO INC | $0 | 0.00% | 0 | -17,954 | -100.0% | -$34.87万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -6,100 | -100.0% | -$26.92万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,354 | -100.0% | -$25.28万 | 清仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $0 | 0.00% | 0 | -1,410 | -100.0% | -$21.27万 | 清仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $0 | 0.00% | 0 | -4,567 | -100.0% | -$20.61万 | 清仓 |
| LIN | LINDE PLC F | $0 | 0.00% | 0 | -408 | -100.0% | -$20.23万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,527 | -100.0% | -$18.98万 | 清仓 |
| V | VISA INC CLASS CLASS A | $0 | 0.00% | 0 | -591 | -100.0% | -$17.86万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -683 | -100.0% | -$17.38万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,175 | -100.0% | -$17.28万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$17.10万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -785 | -100.0% | -$17.07万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -537 | -100.0% | -$16.25万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,073 | -100.0% | -$15.50万 | 清仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $0 | 0.00% | 0 | -2,543 | -100.0% | -$15.42万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $0 | 0.00% | 0 | -777 | -100.0% | -$15.41万 | 清仓 |
| AZN | ASTRAZENECA PLC F | $0 | 0.00% | 0 | -770 | -100.0% | -$15.19万 | 清仓 |
| AMLP | ALERIAN MLP ETF | $0 | 0.00% | 0 | -2,825 | -100.0% | -$14.87万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -801 | -100.0% | -$14.59万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -495 | -100.0% | -$14.21万 | 清仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $0 | 0.00% | 0 | -672 | -100.0% | -$14.19万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -1,531 | -100.0% | -$14.05万 | 清仓 |
| SHV | ISHARES 01 YEAR TREASURYBOND ETF | $0 | 0.00% | 0 | -1,224 | -100.0% | -$13.51万 | 清仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -3,087 | -100.0% | -$12.00万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -654 | -100.0% | -$11.93万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE T F | $0 | 0.00% | 0 | -807 | -100.0% | -$11.53万 | 清仓 |
| FTI | TECHNIPFMC PLC F | $0 | 0.00% | 0 | -1,630 | -100.0% | -$11.27万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -442 | -100.0% | -$10.96万 | 清仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $0 | 0.00% | 0 | -1,827 | -100.0% | -$10.38万 | 清仓 |
| IXN | ISHARES GLOBAL TECH ETF | $0 | 0.00% | 0 | -1,024 | -100.0% | -$10.24万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -1,378 | -100.0% | -$10.08万 | 清仓 |
| CB | CHUBB LTD F | $0 | 0.00% | 0 | -301 | -100.0% | -$9.81万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -5,542 | -100.0% | -$9.74万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $0 | 0.00% | 0 | -493 | -100.0% | -$9.71万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -1,452 | -100.0% | -$9.44万 | 清仓 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -4,500 | -100.0% | -$9.31万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -350 | -100.0% | -$9.31万 | 清仓 |
| COKE | COCA COLA CONSOLIDAT | $0 | 0.00% | 0 | -485 | -100.0% | -$9.30万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -339 | -100.0% | -$9.17万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -1,000 | -100.0% | -$9.04万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -1,355 | -100.0% | -$9.01万 | 清仓 |
| OGS | ONE GAS INC | $0 | 0.00% | 0 | -1,036 | -100.0% | -$8.92万 | 清仓 |
| ALLW | STATE STREET BRIDGEWATERALL WEATHER ETF | $0 | 0.00% | 0 | -3,073 | -100.0% | -$8.87万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -563 | -100.0% | -$8.74万 | 清仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $0 | 0.00% | 0 | -681 | -100.0% | -$8.47万 | 清仓 |
| RIO | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -905 | -100.0% | -$8.44万 | 清仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -1,544 | -100.0% | -$8.35万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8.09万 | 清仓 |
| — | BITWISE ETHEREUM ETF | $0 | 0.00% | 0 | -5,300 | -100.0% | -$7.95万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -453 | -100.0% | -$7.73万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -269 | -100.0% | -$7.63万 | 清仓 |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -434 | -100.0% | -$7.43万 | 清仓 |
| OWL | BLUE OWL CAP INC CLASS A | $0 | 0.00% | 0 | -8,106 | -100.0% | -$7.40万 | 清仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $0 | 0.00% | 0 | -800 | -100.0% | -$7.32万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC | $0 | 0.00% | 0 | -146 | -100.0% | -$7.18万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -72 | -100.0% | -$7.17万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -694 | -100.0% | -$7.13万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -367 | -100.0% | -$7.12万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -1,848 | -100.0% | -$7.10万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -94 | -100.0% | -$6.94万 | 清仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $0 | 0.00% | 0 | -2,763 | -100.0% | -$6.93万 | 清仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $0 | 0.00% | 0 | -1,759 | -100.0% | -$6.85万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -2,032 | -100.0% | -$6.81万 | 清仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $0 | 0.00% | 0 | -667 | -100.0% | -$6.71万 | 清仓 |
| B | BARRICK MNG CORP F | $0 | 0.00% | 0 | -1,628 | -100.0% | -$6.64万 | 清仓 |
| ABNB | AIRBNB INC CLASS A | $0 | 0.00% | 0 | -525 | -100.0% | -$6.63万 | 清仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -304 | -100.0% | -$6.50万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -76 | -100.0% | -$6.39万 | 清仓 |
| WPM | WHEATON PRECIOUS METAL F | $0 | 0.00% | 0 | -487 | -100.0% | -$6.38万 | 清仓 |
| APP | APPLOVIN CORP CLASS CLASS A | $0 | 0.00% | 0 | -160 | -100.0% | -$6.37万 | 清仓 |
| HL | HECLA MNG CO | $0 | 0.00% | 0 | -3,384 | -100.0% | -$6.30万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -70 | -100.0% | -$6.11万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -1,017 | -100.0% | -$5.98万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -805 | -100.0% | -$5.95万 | 清仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $0 | 0.00% | 0 | -712 | -100.0% | -$5.94万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -83 | -100.0% | -$5.83万 | 清仓 |
| TRV | TRAVELERS COS INC | $0 | 0.00% | 0 | -191 | -100.0% | -$5.57万 | 清仓 |
| AG | FIRST MAJESTIC SILVER F | $0 | 0.00% | 0 | -2,576 | -100.0% | -$5.53万 | 清仓 |
| BLK | BLACKROCK INC NEW | $0 | 0.00% | 0 | -58 | -100.0% | -$5.53万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -130 | -100.0% | -$5.53万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -317 | -100.0% | -$5.50万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$5.37万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -150 | -100.0% | -$5.34万 | 清仓 |
| REGN | REGENERON PHARMACEUTICAL | $0 | 0.00% | 0 | -69 | -100.0% | -$5.33万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES I | $0 | 0.00% | 0 | -402 | -100.0% | -$5.30万 | 清仓 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $0 | 0.00% | 0 | -207 | -100.0% | -$5.19万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -267 | -100.0% | -$5.09万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -317 | -100.0% | -$5.06万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -87 | -100.0% | -$5.02万 | 清仓 |
| AGNC | AGNC INVT CORP REIT | $0 | 0.00% | 0 | -5,000 | -100.0% | -$5.01万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -236 | -100.0% | -$5.00万 | 清仓 |
| EQIX | EQUINIX INC REIT | $0 | 0.00% | 0 | -51 | -100.0% | -$5.00万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -1,501 | -100.0% | -$4.98万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -168 | -100.0% | -$4.98万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -144 | -100.0% | -$4.94万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -299 | -100.0% | -$4.93万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -144 | -100.0% | -$4.73万 | 清仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $0 | 0.00% | 0 | -996 | -100.0% | -$4.65万 | 清仓 |
| LLY | ELI LILLY AND CO | $0 | 0.00% | 0 | -50 | -100.0% | -$4.64万 | 清仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $0 | 0.00% | 0 | -100 | -100.0% | -$4.63万 | 清仓 |