13F 机构持仓

Wealth Preservation Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001968434

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOG 20.1%
NVDA 12.7%
AMZN 10.8%
MSFT 6.1%
AAPL 5.9%
PEBO 5.7%
VTV 4.6%
VUG 2.2%
VOE 1.9%
GOOGL 1.7%

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
MEDP MEDPACE HLDGS INC $00.00%0 -26-100.0% -$1.25万 清仓
FRT FEDERAL RLTY INVT TR NEWREIT $00.00%0 -117-100.0% -$1.24万 清仓
ONTO ONTO INNOVATION INC $00.00%0 -60-100.0% -$1.23万 清仓
NVT NVENT ELEC PLC F $00.00%0 -104-100.0% -$1.23万 清仓
NTRS NORTHERN TR CORP $00.00%0 -88-100.0% -$1.23万 清仓
RHI ROBERT HALF INC $00.00%0 -481-100.0% -$1.22万 清仓
OMF ONEMAIN HLDGS INC $00.00%0 -226-100.0% -$1.21万 清仓
STWD STARWOOD PPTY TR INC REIT $00.00%0 -700-100.0% -$1.21万 清仓
VRSN VERISIGN INC $00.00%0 -48-100.0% -$1.19万 清仓
SHC SOTERA HEALTH CO $00.00%0 -814-100.0% -$1.17万 清仓
BALL BALL CORP $00.00%0 -196-100.0% -$1.16万 清仓
TPR TAPESTRY INC $00.00%0 -82-100.0% -$1.16万 清仓
KVUE KENVUE INC $00.00%0 -670-100.0% -$1.16万 清仓
RPRX ROYALTY PHARMA PLC FCLASS A $00.00%0 -237-100.0% -$1.14万 清仓
KD KYNDRYL HLDGS INC $00.00%0 -862-100.0% -$1.13万 清仓
MTG MGIC INVT CORP WIS $00.00%0 -430-100.0% -$1.13万 清仓
IONS IONIS PHARMACEUTICALS IN $00.00%0 -150-100.0% -$1.13万 清仓
SAIC SCIENCE APPLICATIONS INT $00.00%0 -118-100.0% -$1.12万 清仓
GLOB GLOBANT S A F $00.00%0 -241-100.0% -$1.11万 清仓
PLD PROLOGIS INC REIT $00.00%0 -84-100.0% -$1.11万 清仓
WWD WOODWARD INC $00.00%0 -31-100.0% -$1.11万 清仓
CTVA CORTEVA INC $00.00%0 -132-100.0% -$1.10万 清仓
MMM 3M CO $00.00%0 -76-100.0% -$1.10万 清仓
CNM CORE & MAIN INC CLASS A $00.00%0 -220-100.0% -$1.09万 清仓
MKC MCCORMICK & CO INC CLASS CLASS N $00.00%0 -215-100.0% -$1.08万 清仓
BBWI BATH & BODY WKS INC $00.00%0 -572-100.0% -$1.07万 清仓
HAL HALLIBURTON CO $00.00%0 -269-100.0% -$1.05万 清仓
KMPR KEMPER CORP DEL $00.00%0 -342-100.0% -$1.05万 清仓
AVT AVNET INC $00.00%0 -167-100.0% -$1.03万 清仓
NDAQ NASDAQ INC $00.00%0 -121-100.0% -$1.03万 清仓
GTM ZOOMINFO TECHNOLOGIES IN $00.00%0 -1,717-100.0% -$1.03万 清仓
INGR INGREDION INC $00.00%0 -91-100.0% -$1.03万 清仓
ROIV ROIVANT SCIENCES LTD F $00.00%0 -369-100.0% -$1.02万 清仓
AZO AUTOZONE INC $00.00%0 -3-100.0% -$1.01万 清仓
MCHP MICROCHIP TECHNOLOGY INC $00.00%0 -154-100.0% -$9,950 清仓
RIG TRANSOCEAN LTD F $00.00%0 -1,464-100.0% -$9,706 清仓
SWKS SKYWORKS SOLUTIONS INC $00.00%0 -181-100.0% -$9,693 清仓
TAP MOLSON COORS BEVERAG B CLASS CLASS B $00.00%0 -225-100.0% -$9,689 清仓
SO SOUTHERN CO $00.00%0 -100-100.0% -$9,652 清仓
TRU TRANSUNION $00.00%0 -137-100.0% -$9,479 清仓
CDW CDW CORP $00.00%0 -78-100.0% -$9,440 清仓
OLLI OLLIES BARGAIN OUTLET HL $00.00%0 -102-100.0% -$9,388 清仓
TRIP TRIPADVISOR INC $00.00%0 -880-100.0% -$9,381 清仓
CAT CATERPILLAR INC $00.00%0 -13-100.0% -$9,210 清仓
MKSI MKS INC $00.00%0 -39-100.0% -$8,963 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -157-100.0% -$8,949 清仓
KTOS KRATOS DEFENSE & SEC SOL $00.00%0 -125-100.0% -$8,814 清仓
NET CLOUDFLARE INC CLASS CLASS A $00.00%0 -41-100.0% -$8,460 清仓
ARE ALEXANDRIA REAL ESTATE EREIT $00.00%0 -181-100.0% -$8,402 清仓
VLY VALLEY NATL BANCORP $00.00%0 -681-100.0% -$8,363 清仓
CRWD CROWDSTRIKE HLDGS INC CLASS A $00.00%0 -21-100.0% -$8,199 清仓
DASH DOORDASH INC CLASS A $00.00%0 -54-100.0% -$8,108 清仓
CRC CALIFORNIA RES CORP $00.00%0 -117-100.0% -$8,099 清仓
NTRA NATERA INC $00.00%0 -40-100.0% -$8,000 清仓
SYY SYSCO CORP $00.00%0 -112-100.0% -$7,989 清仓
PATH UIPATH INC CLASS CLASS A $00.00%0 -719-100.0% -$7,981 清仓
RCL ROYAL CARIBBEAN GROU F $00.00%0 -29-100.0% -$7,980 清仓
— SUBARU CORP FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $00.00%0 -1,000-100.0% -$7,980 清仓
GTLB GITLAB INC CLASS A $00.00%0 -363-100.0% -$7,855 清仓
RPM RPM INTL INC $00.00%0 -79-100.0% -$7,853 清仓
LFUS LITTELFUSE INC $00.00%0 -23-100.0% -$7,805 清仓
ADBE ADOBE INC $00.00%0 -32-100.0% -$7,779 清仓
TRMB TRIMBLE INC $00.00%0 -117-100.0% -$7,632 清仓
ATO ATMOS ENERGY CORP $00.00%0 -41-100.0% -$7,574 清仓
AFG AMERICAN FINL GROUP INC $00.00%0 -59-100.0% -$7,535 清仓
CUBE CUBESMART REIT $00.00%0 -205-100.0% -$7,513 清仓
GNRC GENERAC HLDGS INC $00.00%0 -38-100.0% -$7,423 清仓
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $00.00%0 -104-100.0% -$7,254 清仓
ROKU ROKU INC CLASS A $00.00%0 -76-100.0% -$7,191 清仓
P EVERPURE INC CLASS A $00.00%0 -120-100.0% -$7,085 清仓
AN AUTONATION INC $00.00%0 -36-100.0% -$7,029 清仓
RSG REPUBLIC SVCS INC $00.00%0 -32-100.0% -$7,009 清仓
IP INTERNTNL PAPER CO $00.00%0 -194-100.0% -$6,926 清仓
FLS FLOWSERVE CORP $00.00%0 -94-100.0% -$6,910 清仓
PGF INVESCO FINANCIAL PREFERRED ETF $00.00%0 -500-100.0% -$6,880 清仓
COIN COINBASE GLOBAL INC CLASS CLASS A $00.00%0 -39-100.0% -$6,810 清仓
SPOT SPOTIFY TECHNOLOGY S A F $00.00%0 -14-100.0% -$6,789 清仓
HUN HUNTSMAN CORP $00.00%0 -509-100.0% -$6,775 清仓
NWSA NEWS CORP NEW CLASS A $00.00%0 -271-100.0% -$6,756 清仓
PENN PENN ENTMT INC $00.00%0 -445-100.0% -$6,688 清仓
SAIA SAIA INC $00.00%0 -19-100.0% -$6,674 清仓
ENB ENBRIDGE INC F $00.00%0 -122-100.0% -$6,605 清仓
FLR FLUOR CORP NEW $00.00%0 -138-100.0% -$6,438 清仓
APPN APPIAN CORP CLASS A $00.00%0 -265-100.0% -$6,389 清仓
AIT APPLIED INDL TECHNOLOGIE $00.00%0 -24-100.0% -$6,368 清仓
JMUB JPMORGAN MUNICIPAL ETF $00.00%0 -127-100.0% -$6,349 清仓
PPL PPL CORP $00.00%0 -160-100.0% -$6,112 清仓
LEA LEAR CORP $00.00%0 -50-100.0% -$6,054 清仓
JAZZ JAZZ PHARMACEUTICALS P F $00.00%0 -32-100.0% -$6,050 清仓
SIRI SIRIUSXM HLDGS INC EQUITCLASS EQUITY $00.00%0 -262-100.0% -$6,047 清仓
ECG EVERUS CONSTR GROUP INC $00.00%0 -51-100.0% -$6,021 清仓
MOS THE MOSAIC CO $00.00%0 -235-100.0% -$5,993 清仓
WPC W P CAREY INC REIT $00.00%0 -87-100.0% -$5,913 清仓
— UNITED STATES GASOLINE FUND, LP $00.00%0 -57-100.0% -$5,890 清仓
AYI ACUITY INC. $00.00%0 -21-100.0% -$5,885 清仓
UPS UNITED PARCEL SVC INC CLASS CLASS B $00.00%0 -59-100.0% -$5,804 清仓
RACE FERRARI N V NEW F $00.00%0 -17-100.0% -$5,754 清仓
KVYO KLAVIYO INC $00.00%0 -293-100.0% -$5,702 清仓
— TAYLOR DEVICES INC $00.00%0 -100-100.0% -$5,700 清仓
ED CONSOLIDATED EDISON INC $00.00%0 -50-100.0% -$5,659 清仓