Wealth Preservation Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001968434
$1.20亿2026Q1 申报市值
1,035持仓数
61.3%前十大占比 · 第一大 12.7%
670 / 252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
APO 加仓+$85.17万
WARNER BROS DISC 加仓+$27.24万
QXO 加仓+$17.32万
PCMM 加仓+$15.62万
AZN 新建仓+$15.19万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$1,553.12万
AMG PANTHEON FUN 清仓-$1,425.66万
UBER 减仓-$756.75万
STEPSTONE PRIVAT 清仓-$490.27万
AMZN 减仓-$250.69万
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 |
|---|---|---|---|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE INCORPORATED | $0 | 0.00% | 0 | -14 | -100.0% | -$2,195 | 清仓 |
| — | TOKYO ELECTRON LIMITED UNSPON ADR | $0 | 0.00% | 0 | -20 | -100.0% | -$2,190 | 清仓 |
| — | PALADIN ENERGY LIMITED SHS NEW | $0 | 0.00% | 0 | -336 | -100.0% | -$2,149 | 清仓 |
| — | CSG SYSTEMS INTERNATIONAL INCORPORATED | $0 | 0.00% | 0 | -28 | -100.0% | -$2,147 | 清仓 |
| J | JACOBS SOLUTIONS INCORPORATED | $0 | 0.00% | 0 | -16 | -100.0% | -$2,119 | 清仓 |
| — | HITACHI LIMITED ADR 2 COM | $0 | 0.00% | 0 | -66 | -100.0% | -$2,064 | 清仓 |
| — | CARLSBERG AS SPONSORED ADR | $0 | 0.00% | 0 | -78 | -100.0% | -$2,049 | 清仓 |
| STLD | STEEL DYNAMICS INCORPORATED | $0 | 0.00% | 0 | -12 | -100.0% | -$2,033 | 清仓 |
| RBLX | ROBLOX CORPORATION CLASS A | $0 | 0.00% | 0 | -25 | -100.0% | -$2,026 | 清仓 |
| RS | RELIANCE INCORPORATED | $0 | 0.00% | 0 | -7 | -100.0% | -$2,022 | 清仓 |
| LDOS | LEIDOS HOLDINGS INCORPORATED | $0 | 0.00% | 0 | -11 | -100.0% | -$1,984 | 清仓 |
| CVE | CENOVUS ENERGY INCORPORATED | $0 | 0.00% | 0 | -116 | -100.0% | -$1,963 | 清仓 |
| VALE | VALE S A SPONSORED ADS | $0 | 0.00% | 0 | -150 | -100.0% | -$1,955 | 清仓 |
| — | ESSILOR LUXOTTICA UNSPONSORED ADR | $0 | 0.00% | 0 | -12 | -100.0% | -$1,902 | 清仓 |
| ULS | UL SOLUTIONS INCORPORATED CLASS A COM SHS | $0 | 0.00% | 0 | -24 | -100.0% | -$1,893 | 清仓 |
| PNW | PINNACLE WEST CAP CORPORATION | $0 | 0.00% | 0 | -21 | -100.0% | -$1,863 | 清仓 |
| — | NINTENDO LIMITED UNSPON ADS | $0 | 0.00% | 0 | -106 | -100.0% | -$1,791 | 清仓 |
| UAL | UNITED AIRLS HLDGS INCORPORATED | $0 | 0.00% | 0 | -16 | -100.0% | -$1,789 | 清仓 |
| CNQ | CANADIAN NAT RES LIMITED | $0 | 0.00% | 0 | -52 | -100.0% | -$1,760 | 清仓 |
| UNF | UNIFIRST CORPORATION MASS | $0 | 0.00% | 0 | -9 | -100.0% | -$1,736 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $0 | 0.00% | 0 | -86 | -100.0% | -$1,695 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $0 | 0.00% | 0 | -20 | -100.0% | -$1,640 | 清仓 |
| — | SELECT MED HLDGS CORPORATION | $0 | 0.00% | 0 | -108 | -100.0% | -$1,598 | 清仓 |
| ALLE | ALLEGION PLC ORD SHS | $0 | 0.00% | 0 | -10 | -100.0% | -$1,592 | 清仓 |
| AJG | GALLAGHER ARTHUR J & COMPANY | $0 | 0.00% | 0 | -6 | -100.0% | -$1,553 | 清仓 |
| APTV | APTIV PLC COM SHS | $0 | 0.00% | 0 | -20 | -100.0% | -$1,522 | 清仓 |
| LH | LABCORP HOLDINGS INCORPORATED COM SHS | $0 | 0.00% | 0 | -6 | -100.0% | -$1,505 | 清仓 |
| — | GALAXY ENTERTAINMENT GROUP LIMITED UNSPONSORED ADR | $0 | 0.00% | 0 | -61 | -100.0% | -$1,502 | 清仓 |
| — | SHIN ETSU CHEMICAL COMPANY LIMITED ADR | $0 | 0.00% | 0 | -95 | -100.0% | -$1,477 | 清仓 |
| — | HONG KONG EXCHANGES & CLEARING UNSPONSORED ADR | $0 | 0.00% | 0 | -28 | -100.0% | -$1,466 | 清仓 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $0 | 0.00% | 0 | -7 | -100.0% | -$1,455 | 清仓 |
| — | EVOLUTION AB ADR | $0 | 0.00% | 0 | -21 | -100.0% | -$1,435 | 清仓 |
| — | CIE GENERALE DES ETABLISSEMENT UNSPONSORD ADR | $0 | 0.00% | 0 | -81 | -100.0% | -$1,347 | 清仓 |
| SLB | SLB LIMITED COM STK | $0 | 0.00% | 0 | -35 | -100.0% | -$1,343 | 清仓 |
| — | MARTIN MIDSTREAM PRTNRS L P UNIT L P INT | $0 | 0.00% | 0 | -500 | -100.0% | -$1,305 | 清仓 |
| TRN | TRINITY INDUSTRIES INCORPORATED | $0 | 0.00% | 0 | -46 | -100.0% | -$1,216 | 清仓 |
| CCI | CROWN CASTLE INCORPORATED REIT | $0 | 0.00% | 0 | -13 | -100.0% | -$1,155 | 清仓 |
| UCO | PROSHARES ULTRA BLOOMBERG CRUDE OIL | $0 | 0.00% | 0 | -57 | -100.0% | -$1,101 | 清仓 |
| CL | COLGATE PALMOLIVE COMPANY | $0 | 0.00% | 0 | -13 | -100.0% | -$1,027 | 清仓 |
| HTZ | HERTZ GLOBAL HLDGS INCORPORATED COM NEW | $0 | 0.00% | 0 | -192 | -100.0% | -$987 | 清仓 |
| — | LONGFOR GROUP HLDGS LIMITED UNSPONSORED ADR | $0 | 0.00% | 0 | -59 | -100.0% | -$649 | 清仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$531 | 清仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$458 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP | $0 | 0.00% | 0 | -30 | -100.0% | -$397 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | $0 | 0.00% | 0 | -60 | -100.0% | -$310 | 清仓 |
| BAX | BAXTER INTERNATIONAL INCORPORATED | $0 | 0.00% | 0 | -13 | -100.0% | -$248 | 清仓 |
| — | ECA MARCELLUS TR I COM UNIT | $0 | 0.00% | 0 | -500 | -100.0% | -$246 | 清仓 |
| KTB | KONTOOR BRANDS INCORPORATED | $0 | 0.00% | 0 | -2 | -100.0% | -$122 | 清仓 |
| MICC | MAGNUM ICE CREAM COMPANY NV ORD SHS | $0 | 0.00% | 0 | -7 | -100.0% | -$111 | 清仓 |
| — | F3 URANIUM CORPORATION | $0 | 0.00% | 0 | -781 | -100.0% | -$85 | 清仓 |
| — | VOLKSWAGEN AG UNSPONSRED ADR | $0 | 0.00% | 0 | -6 | -100.0% | -$74 | 清仓 |
| — | F4 URANIUM CORPORATION | $0 | 0.00% | 0 | -78 | -100.0% | -$4 | 清仓 |
| — | RICEBRAN TECHNOLOGIES | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| — | TREES CORP | $0 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | FERNHILL BEVERAGE INC | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BANKS IS GOLD LIMITED | $0 | 0.00% | 0 | -42,272 | -100.0% | — | 清仓 |
| — | POSEIDON CONCEPTS CORP F | $0 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | MARKFORGED HLDG CORP EQUCORP ACT EXP: 04/27/26 | $0 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | EWELLNESS HEALTHCARE COR | $0 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | CANNABIST CO HLDG 27 WTFWARRANTS EXP 05/29/27 | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ALEAFIA HEALTH INC F | $0 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | GCI LIBERTY INC XXXESC PEND POSS FUTR DISTR | $0 | 0.00% | 0 | -661 | -100.0% | — | 清仓 |
| — | ZAP COM NEW | $0 | 0.00% | 0 | -2,690 | -100.0% | — | 清仓 |
| — | MEDMEN ENTERPRISES INC FCLASS B | $0 | 0.00% | 1,234 | 0 | 0.0% | — | 不变 |
| — | AMPIO PHARMACEUTICALS INCORPORATED | $0 | 0.00% | 0 | -6 | -100.0% | — | 清仓 |
| — | TREEHOUSE FOODS INC XXXPENDING POSSIBLE PAYMENTEFF: 02/11/2026 | $0 | 0.00% | 150 | 150 | — | — | 新建仓 |
| — | CANOPY GROWTH CORP F | $1 | 0.00% | 1 | -21 | -95.5% | -$21 | 减仓 |
| — | BNB PLUS CORP | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CHARLOTTES WEB HLDGS I F | $2 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | MYOMO INC | $2 | 0.00% | 3 | 3 | — | $2 | 新建仓 |
| — | HAIN CELESTIAL GROUP INC | $5 | 0.00% | 7 | 7 | — | $5 | 新建仓 |
| — | VERDE CLEAN FUELS CLASS A | $5 | 0.00% | 3 | 3 | — | $5 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC | $5 | 0.00% | 1 | 1 | — | $5 | 新建仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| — | GOHEALTH INC CLASS A | $6 | 0.00% | 4 | 4 | — | $6 | 新建仓 |
| — | CARTESIAN THERAPEUTI EQUCLASS EQUITY | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| — | WM TECHNOLOGY INC CLASS A | $7 | 0.00% | 10 | 10 | — | $7 | 新建仓 |
| — | REAL BROKERAGE INC F | $8 | 0.00% | 3 | 3 | — | $8 | 新建仓 |
| — | HIREQUEST INC | $10 | 0.00% | 1 | 1 | — | $10 | 新建仓 |
| PRTA | PROTHENA CORP PLC F | $10 | 0.00% | 1 | 1 | — | $10 | 新建仓 |
| — | VROOM INC | $13 | 0.00% | 1 | 1 | — | $13 | 新建仓 |
| — | VALHI INC NEW | $14 | 0.00% | 1 | 1 | — | $14 | 新建仓 |
| — | MERIDIAN HLDGS INC | $14 | 0.00% | 2 | 2 | — | $14 | 新建仓 |
| — | COHERUS ONCOLOGY INC | $14 | 0.00% | 8 | 8 | — | $14 | 新建仓 |
| — | BAKKT INC CLASS A | $15 | 0.00% | 2 | 2 | — | $15 | 新建仓 |
| — | EGAIN CORP | $16 | 0.00% | 2 | 2 | — | $16 | 新建仓 |
| — | NANO-X IMAGING LTD F | $18 | 0.00% | 8 | 8 | — | $18 | 新建仓 |
| — | ACTUATE THERAPEUTICS EQUCLASS EQUITY | $19 | 0.00% | 7 | 7 | — | $19 | 新建仓 |
| — | ARRIVE AI INC | $20 | 0.00% | 25 | 25 | — | $20 | 新建仓 |
| — | PLAYSTUDIOS INC CLASS A | $20 | 0.00% | 42 | 42 | — | $20 | 新建仓 |
| — | ATLANTIC INTL CORP | $21 | 0.00% | 7 | 7 | — | $21 | 新建仓 |
| — | J JILL INC | $23 | 0.00% | 2 | 2 | — | $23 | 新建仓 |
| — | TVARDI THERAPEUTICS INC | $25 | 0.00% | 8 | 8 | — | $25 | 新建仓 |
| ENTA | ENANTA PHARMACEUTICALS I | $25 | 0.00% | 2 | 2 | — | $25 | 新建仓 |
| — | SOUTHLAND HLDGS INC | $25 | 0.00% | 19 | 19 | — | $25 | 新建仓 |
| — | SILVERCREST ASSET MGMT GCLASS A | $27 | 0.00% | 2 | 2 | — | $27 | 新建仓 |
| HZO | MARINEMAX INC | $27 | 0.00% | 1 | 1 | — | $27 | 新建仓 |
| — | BIOTE CORP CLASS A | $27 | 0.00% | 20 | 20 | — | $27 | 新建仓 |
| — | GENCOR INDS INC | $30 | 0.00% | 2 | 2 | — | $30 | 新建仓 |
| — | TTEC HLDGS INC | $30 | 0.00% | 12 | 12 | — | $30 | 新建仓 |