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 |
|---|---|---|---|---|---|---|---|---|
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $53.04万 | 0.30% | 15,061 | 0 | 0.0% | — | 重新持有 |
| OHI | OMEGA HEALTHCARE INVS INREIT | $53.96万 | 0.31% | 11,317 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U S LARGE-CAP VALUE ETF | $55.42万 | 0.32% | 15,920 | 9,563 | 150.4% | $33.29万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $63.19万 | 0.36% | 8,264 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $66.53万 | 0.38% | 8,186 | 4,766 | 139.4% | $38.73万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $66.59万 | 0.38% | 12,422 | 4,288 | 52.7% | $22.99万 | 加仓 |
| MS | MORGAN STANLEY | $68.77万 | 0.39% | 3,290 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $71.67万 | 0.41% | 6,899 | 2,676 | 63.4% | $27.80万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $75.43万 | 0.43% | 2,063 | 334 | 19.3% | $12.21万 | 加仓 |
| TSLA | TESLA INC | $77.31万 | 0.44% | 1,838 | 900 | 95.9% | $37.85万 | 加仓 |
| GLD | SPDR GOLD SHARES | $78.10万 | 0.45% | 2,120 | 1,713 | 420.9% | $63.10万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $78.34万 | 0.45% | 1,391 | -380 | -21.5% | -$21.40万 | 减仓 |
| DE | DEERE & CO | $79.04万 | 0.45% | 1,246 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $80.82万 | 0.46% | 2,469 | 1,742 | 239.6% | $57.02万 | 加仓 |
| PRIV | STATE STREET IG PUBLIC &PRIVATE CREDIT ETF | $84.47万 | 0.48% | 33,552 | 24,918 | 288.6% | $62.73万 | 加仓 |
| MRK | MERCK & CO INC | $84.98万 | 0.48% | 6,613 | -55 | -0.8% | -$7,068 | 减仓 |
| PNC | PNC FINL SERVICES | $88.05万 | 0.50% | 3,576 | 1,576 | 78.8% | $38.80万 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $98.44万 | 0.56% | 4,051 | 221 | 5.8% | $5.37万 | 加仓 |
| HEEM | ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | $100.46万 | 0.57% | 22,460 | 3,298 | 17.2% | $14.75万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS I | $102.27万 | 0.58% | 10,138 | 9,138 | 913.8% | $92.18万 | 加仓 |
| FBK | FB FINL CORP | $105.17万 | 0.60% | 19,000 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAPVALUE ETF | $116.43万 | 0.66% | 30,015 | -4,033 | -11.8% | -$15.64万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $123.35万 | 0.70% | 4,027 | 667 | 19.9% | $20.43万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $129.84万 | 0.74% | 50,638 | 23,540 | 86.9% | $60.36万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC NCLASS A | $147.12万 | 0.84% | 12,435 | 2,943 | 31.0% | $34.82万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEWREIT | $178.96万 | 1.02% | 8,002 | 2,000 | 33.3% | $44.73万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $185.38万 | 1.06% | 2,482 | 292 | 13.3% | $21.81万 | 加仓 |
| OBDC | BLUE OWL CAP CORP | $187.64万 | 1.07% | 172,626 | -11,955 | -6.5% | -$13.00万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $206.71万 | 1.18% | 4,131 | 3,908 | 1,752.5% | $195.55万 | 加仓 |
| NFLX | NETFLIX INC | $214.69万 | 1.22% | 30,068 | -193 | -0.6% | -$1.38万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $220.83万 | 1.26% | 30,603 | 13,492 | 78.8% | $97.36万 | 加仓 |
| HEFA | ISHARES TR HDG MSCI EAFE | $268.75万 | 1.53% | 57,273 | 23,999 | 72.1% | $112.61万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $303.54万 | 1.73% | 8,494 | 1,201 | 16.5% | $42.92万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $324.65万 | 1.85% | 16,430 | 2,006 | 13.9% | $39.64万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $387.99万 | 2.21% | 45,041 | 19,733 | 78.0% | $169.98万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $802.00万 | 4.57% | 36,801 | 11,990 | 48.3% | $261.30万 | 加仓 |
| PEBO | PEOPLES BANCORP INCORPORATED | $994.06万 | 5.67% | 258,803 | -20,000 | -7.2% | -$76.82万 | 重新持有 |
| AAPL | APPLE INCORPORATED | $1,041.18万 | 5.94% | 35,982 | 7,103 | 24.6% | $205.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,070.53万 | 6.10% | 28,699 | 5,946 | 26.1% | $221.80万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $1,895.61万 | 10.81% | 79,534 | 7,158 | 9.9% | $170.60万 | 加仓 |
| NVDA | NVIDIA CORP | $2,221.81万 | 12.67% | 111,041 | 23,076 | 26.2% | $461.73万 | 加仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $3,527.40万 | 20.11% | 99,833 | 54,142 | 118.5% | $1,913.00万 | 加仓 |