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 |
|---|---|---|---|---|---|---|---|---|
| — | SUPERIOR UNIFORM GROUP I | $0 | 0.00% | 0 | -4 | -100.0% | -$41 | 清仓 |
| AGL | AGILON HEALTH INC | $0 | 0.00% | 0 | -5 | -100.0% | -$40 | 清仓 |
| PCYO | PURE CYCLE CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$40 | 清仓 |
| — | LIFEVANTAGE CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$39 | 清仓 |
| — | SUNOPTA INC F | $0 | 0.00% | 0 | -6 | -100.0% | -$39 | 清仓 |
| — | MAMMOTH ENERGY SVCS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$37 | 清仓 |
| — | LIVEWIRE GROUP INC | $0 | 0.00% | 0 | -20 | -100.0% | -$33 | 清仓 |
| — | WEYCO GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$32 | 清仓 |
| FENC | FENNEC PHARMACEUTICALS F | $0 | 0.00% | 0 | -5 | -100.0% | -$31 | 清仓 |
| — | TTEC HLDGS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$30 | 清仓 |
| — | FOLD HLDGS INC CLASS A | $0 | 0.00% | 0 | -23 | -100.0% | -$30 | 清仓 |
| OABI | OMNIAB INC | $0 | 0.00% | 0 | -19 | -100.0% | -$30 | 清仓 |
| — | GENCOR INDS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$30 | 清仓 |
| HZO | MARINEMAX INC | $0 | 0.00% | 0 | -1 | -100.0% | -$27 | 清仓 |
| — | SILVERCREST ASSET MGMT GCLASS A | $0 | 0.00% | 0 | -2 | -100.0% | -$27 | 清仓 |
| — | BIOTE CORP CLASS A | $0 | 0.00% | 0 | -20 | -100.0% | -$27 | 清仓 |
| — | TVARDI THERAPEUTICS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$25 | 清仓 |
| ENTA | ENANTA PHARMACEUTICALS I | $0 | 0.00% | 0 | -2 | -100.0% | -$25 | 清仓 |
| — | SOUTHLAND HLDGS INC | $0 | 0.00% | 0 | -19 | -100.0% | -$25 | 清仓 |
| — | J JILL INC | $0 | 0.00% | 0 | -2 | -100.0% | -$23 | 清仓 |
| — | ATLANTIC INTL CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$21 | 清仓 |
| — | ARRIVE AI INC | $0 | 0.00% | 0 | -25 | -100.0% | -$20 | 清仓 |
| — | PLAYSTUDIOS INC CLASS A | $0 | 0.00% | 0 | -42 | -100.0% | -$20 | 清仓 |
| — | ACTUATE THERAPEUTICS EQUCLASS EQUITY | $0 | 0.00% | 0 | -7 | -100.0% | -$19 | 清仓 |
| — | NANO-X IMAGING LTD F | $0 | 0.00% | 0 | -8 | -100.0% | -$18 | 清仓 |
| — | EGAIN CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$16 | 清仓 |
| — | BAKKT INC CLASS A | $0 | 0.00% | 0 | -2 | -100.0% | -$15 | 清仓 |
| — | COHERUS ONCOLOGY INC | $0 | 0.00% | 0 | -8 | -100.0% | -$14 | 清仓 |
| — | VALHI INC NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$14 | 清仓 |
| — | MERIDIAN HLDGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$14 | 清仓 |
| — | VROOM INC | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| — | HIREQUEST INC | $0 | 0.00% | 0 | -1 | -100.0% | -$10 | 清仓 |
| PRTA | PROTHENA CORP PLC F | $0 | 0.00% | 0 | -1 | -100.0% | -$10 | 清仓 |
| — | REAL BROKERAGE INC F | $0 | 0.00% | 0 | -3 | -100.0% | -$8 | 清仓 |
| — | WM TECHNOLOGY INC CLASS A | $0 | 0.00% | 0 | -10 | -100.0% | -$7 | 清仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -1 | -100.0% | -$6 | 清仓 |
| — | CARTESIAN THERAPEUTI EQUCLASS EQUITY | $0 | 0.00% | 0 | -1 | -100.0% | -$6 | 清仓 |
| — | GOHEALTH INC CLASS A | $0 | 0.00% | 0 | -4 | -100.0% | -$6 | 清仓 |
| — | HAIN CELESTIAL GROUP INC | $0 | 0.00% | 0 | -7 | -100.0% | -$5 | 清仓 |
| — | VERDE CLEAN FUELS CLASS A | $0 | 0.00% | 0 | -3 | -100.0% | -$5 | 清仓 |
| TARA | PROTARA THERAPEUTICS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$5 | 清仓 |
| — | CHARLOTTES WEB HLDGS I F | $0 | 0.00% | 0 | -3 | -100.0% | -$2 | 清仓 |
| — | MYOMO INC | $0 | 0.00% | 0 | -3 | -100.0% | -$2 | 清仓 |
| — | BNB PLUS CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$1 | 清仓 |
| — | CANOPY GROWTH CORP F | $0 | 0.00% | 0 | -1 | -100.0% | -$1 | 清仓 |
| — | FERNHILL BEVERAGE INC | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| — | POSEIDON CONCEPTS CORP F | $0 | 0.00% | 0 | -1,000 | -100.0% | — | 清仓 |
| — | MARKFORGED HLDG CORP EQUCORP ACT EXP: 04/27/26 | $0 | 0.00% | 0 | -16 | -100.0% | — | 清仓 |
| — | TREEHOUSE FOODS INC XXXPENDING POSSIBLE PAYMENTEFF: 02/11/2026 | $0 | 0.00% | 0 | -150 | -100.0% | — | 清仓 |
| — | ALEAFIA HEALTH INC F | $0 | 0.00% | 0 | -10 | -100.0% | — | 清仓 |
| — | EWELLNESS HEALTHCARE COR | $0 | 0.00% | 0 | -20,000 | -100.0% | — | 清仓 |
| — | TREES CORP | $0 | 0.00% | 0 | -10 | -100.0% | — | 清仓 |
| — | CANNABIST CO HLDG 27 WTFWARRANTS EXP 05/29/27 | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| — | MEDMEN ENTERPRISES INC FCLASS B | $0 | 0.00% | 0 | -1,234 | -100.0% | — | 清仓 |
| SNAP | SNAP INC CLASS A | $4.44万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A | $8.64万 | 0.05% | 13,360 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $11.97万 | 0.07% | 1,219 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC CLASS A | $12.07万 | 0.07% | 17,700 | 0 | 0.0% | — | 不变 |
| PCMM | BONDBLOXX PRIVATE CREDITCLO ETF | $12.36万 | 0.07% | 2,479 | -2,093 | -45.8% | -$10.44万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $12.66万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $12.72万 | 0.07% | 668 | -459 | -40.7% | -$8.74万 | 减仓 |
| FIX | COMFORT SYS USA INC | $12.88万 | 0.07% | 65 | 3 | 4.8% | $5,946 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $20.46万 | 0.12% | 600 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAPETF | $21.06万 | 0.12% | 2,731 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INCORPORATED | $21.56万 | 0.12% | 2,172 | 1,900 | 698.5% | $18.86万 | 加仓 |
| KGC | KINROSS GOLD CORP F | $21.90万 | 0.12% | 9,273 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $22.23万 | 0.13% | 1,505 | 531 | 54.5% | $7.84万 | 加仓 |
| LOW | LOWES COS INC | $23.00万 | 0.13% | 1,043 | 282 | 37.1% | $6.22万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $23.35万 | 0.13% | 12,000 | 0 | 0.0% | — | 不变 |
| SA | SEABRIDGE GOLD INCORPORATED | $23.54万 | 0.13% | 9,144 | 9,144 | — | $23.54万 | 新建仓 |
| SMBK | SMARTFINL INC | $24.68万 | 0.14% | 5,261 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI | $25.52万 | 0.15% | 13,693 | 13,693 | — | $25.52万 | 新建仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $26.60万 | 0.15% | 1,533 | 1,456 | 1,890.9% | $25.26万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $26.84万 | 0.15% | 1,080 | 12 | 1.1% | $2,982 | 重新持有 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $26.85万 | 0.15% | 10,073 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $27.20万 | 0.16% | 3,072 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $28.16万 | 0.16% | 244 | -13 | -5.1% | -$1.50万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $28.98万 | 0.17% | 422 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $30.24万 | 0.17% | 152 | 65 | 74.7% | $12.93万 | 加仓 |
| USB | US BANCORP COM NEW | $31.22万 | 0.18% | 5,169 | 4,677 | 950.6% | $28.25万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD F | $32.19万 | 0.18% | 2,075 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC F | $33.20万 | 0.19% | 676 | -6 | -0.9% | -$2,947 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $33.43万 | 0.19% | 4,063 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OH | $34.62万 | 0.20% | 1,585 | -273 | -14.7% | -$5.96万 | 减仓 |
| MCD | MCDONALDS CORP | $35.17万 | 0.20% | 1,301 | 127 | 10.8% | $3.43万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $35.29万 | 0.20% | 4,300 | 349 | 8.8% | $2.86万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $35.36万 | 0.20% | 12,765 | 7 | 0.1% | $194 | 加仓 |
| CHDN | CHURCHILL DOWNS INCORPORATED | $36.57万 | 0.21% | 4,080 | 0 | 0.0% | — | 重新持有 |
| NEM | NEWMONT CORP | $37.25万 | 0.21% | 3,988 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW CLASS A | $39.14万 | 0.22% | 2,220 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $39.36万 | 0.22% | 1,042 | 579 | 125.1% | $21.87万 | 加仓 |
| UNP | UNION PAC CORP | $43.00万 | 0.25% | 1,581 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CLASS C | $44.22万 | 0.25% | 1,025 | -9 | -0.9% | -$3,883 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $44.85万 | 0.26% | 4,489 | -97 | -2.1% | -$9,690 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $45.64万 | 0.26% | 2,888 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $45.66万 | 0.26% | 4,975 | -475 | -8.7% | -$4.36万 | 减仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $50.72万 | 0.29% | 3,688 | 2,883 | 358.1% | $39.65万 | 加仓 |
| WFC | WELLS FARGO & CO | $50.82万 | 0.29% | 6,150 | -229 | -3.6% | -$1.89万 | 减仓 |
| MPC | MARATHON PETE CORPORATION | $51.52万 | 0.29% | 2,015 | -415 | -17.1% | -$10.61万 | 重新持有 |
| RTX | RTX CORPORATION | $52.78万 | 0.30% | 2,782 | 2,544 | 1,068.9% | $48.27万 | 加仓 |