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 |
|---|---|---|---|---|---|---|---|---|
| — | AMG PANTHEON FUND CLASS 3 | $0 | 0.00% | 0 | -499,707 | -100.0% | -$1,425.66万 | 清仓 |
| PEBO | PEOPLES BANCORP INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | STEPSTONE PRIVATE VENTURE AND GROWTH FUND CLASS I | $0 | 0.00% | 0 | -93,795 | -100.0% | -$490.27万 | 清仓 |
| — | STEPSTONE PRIVATE MARKETS CLASS I | $0 | 0.00% | 0 | -10,580 | -100.0% | -$64.45万 | 清仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHDN | CHURCHILL DOWNS INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVEEN GLOBAL CITIES REIT INC CLASS I | $0 | 0.00% | 0 | -38,174 | -100.0% | -$43.25万 | 清仓 |
| MPC | MARATHON PETE CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PINNACLE FINL PARTNERS IMANDATORY MERGER EFF: 01/02/26 | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.99万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $0 | 0.00% | 0 | -556 | -100.0% | -$16.47万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -888 | -100.0% | -$16.32万 | 清仓 |
| EXC | EXELON CORPORATION | $0 | 0.00% | 0 | -3,521 | -100.0% | -$15.35万 | 清仓 |
| DFSU | DIMENSIONAL US SUSTAINABLE CORE 1 ETF | $0 | 0.00% | 0 | -3,245 | -100.0% | -$14.09万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT FD SHS | $0 | 0.00% | 0 | -8,190 | -100.0% | -$12.50万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $0 | 0.00% | 0 | -321 | -100.0% | -$12.30万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORPORATION | $0 | 0.00% | 0 | -1,291 | -100.0% | -$11.28万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INCOM | $0 | 0.00% | 0 | -7,655 | -100.0% | -$11.25万 | 清仓 |
| UGI | UGI CORPORATION NEW | $0 | 0.00% | 0 | -2,669 | -100.0% | -$9.99万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -988 | -100.0% | -$9.49万 | 清仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $0 | 0.00% | 0 | -1,039 | -100.0% | -$9.29万 | 清仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $0 | 0.00% | 0 | -135 | -100.0% | -$9.25万 | 清仓 |
| O | REALTY INCOME CORPORATION REIT | $0 | 0.00% | 0 | -1,639 | -100.0% | -$9.24万 | 清仓 |
| — | LARA EXPL LIMITED | $0 | 0.00% | 0 | -50,000 | -100.0% | -$9.07万 | 清仓 |
| ADI | ANALOG DEVICES INCORPORATED | $0 | 0.00% | 0 | -322 | -100.0% | -$8.73万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INCORPORATED | $0 | 0.00% | 0 | -219 | -100.0% | -$8.52万 | 清仓 |
| DC | DAKOTA GOLD CORPORATION | $0 | 0.00% | 0 | -14,241 | -100.0% | -$8.09万 | 清仓 |
| HD | HOME DEPOT INCORPORATED | $0 | 0.00% | 0 | -232 | -100.0% | -$7.98万 | 清仓 |
| CME | CME GROUP INCORPORATED | $0 | 0.00% | 0 | -281 | -100.0% | -$7.67万 | 清仓 |
| VB | VANGUARD SMALL-CAP ETF | $0 | 0.00% | 0 | -296 | -100.0% | -$7.63万 | 清仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $0 | 0.00% | 0 | -214 | -100.0% | -$6.91万 | 清仓 |
| — | INTERMAP TECHNOLOGIES CORPORATION CLASS A | $0 | 0.00% | 0 | -50,000 | -100.0% | -$6.74万 | 清仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $0 | 0.00% | 0 | -828 | -100.0% | -$6.72万 | 清仓 |
| FULT | FULTON FINL CORPORATION PA | $0 | 0.00% | 0 | -3,431 | -100.0% | -$6.63万 | 清仓 |
| IJT | ISHARES TR S&P SML 600 GWT | $0 | 0.00% | 0 | -438 | -100.0% | -$6.18万 | 清仓 |
| APD | AIR PRODUCTS & CHEMICALS INCORPORATED | $0 | 0.00% | 0 | -238 | -100.0% | -$5.88万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $0 | 0.00% | 0 | -262 | -100.0% | -$5.61万 | 清仓 |
| CVX | CHEVRON CORPORATION NEW | $0 | 0.00% | 0 | -366 | -100.0% | -$5.58万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORPORATION | $0 | 0.00% | 0 | -467 | -100.0% | -$5.43万 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -604 | -100.0% | -$5.13万 | 清仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $0 | 0.00% | 0 | -628 | -100.0% | -$5.04万 | 清仓 |
| — | PINNACLE FINANCIAL PARTNERS, INC. PFD | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5.00万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $0 | 0.00% | 0 | -678 | -100.0% | -$4.90万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $0 | 0.00% | 0 | -621 | -100.0% | -$4.13万 | 清仓 |
| EWJ | ISHARES INCORPORATED MSCI JAPAN ETF | $0 | 0.00% | 0 | -487 | -100.0% | -$3.93万 | 清仓 |
| CMCSA | COMCAST CORP NEW CLASS A | $0 | 0.00% | 0 | -1,240 | -100.0% | -$3.71万 | 清仓 |
| ISCV | ISHARES TR MRNING SM CP ETF | $0 | 0.00% | 0 | -480 | -100.0% | -$3.29万 | 清仓 |
| — | SURO CAPITAL CORP | $0 | 0.00% | 0 | -3,448 | -100.0% | -$3.25万 | 清仓 |
| IJS | ISHARES TR SP SMCP600VL ETF | $0 | 0.00% | 0 | -282 | -100.0% | -$3.21万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INCORPORATED | $0 | 0.00% | 0 | -399 | -100.0% | -$3.20万 | 清仓 |
| FSK | FS KKR CAP CORPORATION | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.96万 | 清仓 |
| MTB | M & T BK CORPORATION | $0 | 0.00% | 0 | -140 | -100.0% | -$2.81万 | 清仓 |
| HSY | HERSHEY COMPANY | $0 | 0.00% | 0 | -151 | -100.0% | -$2.75万 | 清仓 |
| IWN | ISHARES TR RUS 2000 VAL ETF | $0 | 0.00% | 0 | -150 | -100.0% | -$2.72万 | 清仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $0 | 0.00% | 0 | -803 | -100.0% | -$2.57万 | 清仓 |
| F | FORD MTR COMPANY | $0 | 0.00% | 0 | -1,888 | -100.0% | -$2.48万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $0 | 0.00% | 0 | -149 | -100.0% | -$2.41万 | 清仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $0 | 0.00% | 0 | -365 | -100.0% | -$2.19万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | $0 | 0.00% | 0 | -67 | -100.0% | -$2.04万 | 清仓 |
| SLSR | SOLARIS RES INCORPORATED COM NEW | $0 | 0.00% | 0 | -2,250 | -100.0% | -$1.79万 | 清仓 |
| SUSA | ISHARES TR ESG OPTIMIZED | $0 | 0.00% | 0 | -114 | -100.0% | -$1.59万 | 清仓 |
| USO | UNITED STATES OIL FUND, LP | $0 | 0.00% | 0 | -211 | -100.0% | -$1.46万 | 清仓 |
| BRW | SABA CAPITAL INCOME & OPRNT FD SHS NEW | $0 | 0.00% | 0 | -2,000 | -100.0% | -$1.40万 | 清仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $0 | 0.00% | 0 | -249 | -100.0% | -$1.34万 | 清仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $0 | 0.00% | 0 | -185 | -100.0% | -$1.32万 | 清仓 |
| SBUX | STARBUCKS CORPORATION | $0 | 0.00% | 0 | -153 | -100.0% | -$1.29万 | 清仓 |
| UL | UNILEVER PLC SPON ADR NEW | $0 | 0.00% | 0 | -177 | -100.0% | -$1.16万 | 清仓 |
| VHT | VANGUARD HEALTH CARE ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$1.15万 | 清仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD SHS | $0 | 0.00% | 0 | -900 | -100.0% | -$1.13万 | 清仓 |
| QSR | RESTAURANT BRANDS INTERNATIONAL INCORPORATED | $0 | 0.00% | 0 | -149 | -100.0% | -$1.02万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INCORPORATED | $0 | 0.00% | 0 | -50 | -100.0% | -$1.01万 | 清仓 |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | $0 | 0.00% | 0 | -500 | -100.0% | -$9,940 | 清仓 |
| ENVA | ENOVA INTL INC | $0 | 0.00% | 0 | -60 | -100.0% | -$9,432 | 清仓 |
| GAB | GABELLI EQUITY TR INCORPORATED | $0 | 0.00% | 0 | -1,500 | -100.0% | -$9,255 | 清仓 |
| XHR | XENIA HOTELS & RESORTS INCORPORATED REIT | $0 | 0.00% | 0 | -613 | -100.0% | -$8,668 | 清仓 |
| — | CANADIAN PREM SAND INCORPORATED | $0 | 0.00% | 0 | -168,000 | -100.0% | -$8,568 | 清仓 |
| — | OSISKO DEVELOPMENT CORPORATION COM NEW | $0 | 0.00% | 0 | -2,333 | -100.0% | -$8,142 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL | $0 | 0.00% | 0 | -850 | -100.0% | -$8,101 | 清仓 |
| — | ENVIRI CORPORATION | $0 | 0.00% | 0 | -451 | -100.0% | -$8,085 | 清仓 |
| CNP | CENTERPOINT ENERGY INCORPORATED | $0 | 0.00% | 0 | -209 | -100.0% | -$8,013 | 清仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $0 | 0.00% | 0 | -156 | -100.0% | -$7,845 | 清仓 |
| DNP | DNP SELECT INCOME FD INCORPORATED | $0 | 0.00% | 0 | -774 | -100.0% | -$7,732 | 清仓 |
| ETR | ENTERGY CORPORATION NEW | $0 | 0.00% | 0 | -83 | -100.0% | -$7,672 | 清仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER | $0 | 0.00% | 0 | -1,286 | -100.0% | -$7,562 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD | $0 | 0.00% | 0 | -965 | -100.0% | -$7,556 | 清仓 |
| HOOD | ROBINHOOD MKTS INC CLASS A | $0 | 0.00% | 0 | -66 | -100.0% | -$7,465 | 清仓 |
| BDX | BECTON DICKINSON & COMPANY | $0 | 0.00% | 0 | -37 | -100.0% | -$7,181 | 清仓 |
| BP | BP PLC SPONSORED ADR | $0 | 0.00% | 0 | -201 | -100.0% | -$6,981 | 清仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $0 | 0.00% | 0 | -139 | -100.0% | -$6,951 | 清仓 |
| EMR | EMERSON ELEC COMPANY | $0 | 0.00% | 0 | -52 | -100.0% | -$6,901 | 清仓 |
| TTE | TOTALENERGIES SE ACT | $0 | 0.00% | 0 | -104 | -100.0% | -$6,804 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $0 | 0.00% | 0 | -75 | -100.0% | -$6,803 | 清仓 |
| — | AIA GROUP LIMITED SPONSORED ADR | $0 | 0.00% | 0 | -159 | -100.0% | -$6,529 | 清仓 |
| JPC | NUVEEN PREFERRED & INCOME OPPORTUNIT | $0 | 0.00% | 0 | -805 | -100.0% | -$6,529 | 清仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $0 | 0.00% | 0 | -221 | -100.0% | -$6,303 | 清仓 |
| MFC | MANULIFE FINL CORPORATION | $0 | 0.00% | 0 | -173 | -100.0% | -$6,276 | 清仓 |
| AMGN | AMGEN INCORPORATED | $0 | 0.00% | 0 | -19 | -100.0% | -$6,219 | 清仓 |
| CVS | CVS HEALTH CORPORATION | $0 | 0.00% | 0 | -78 | -100.0% | -$6,190 | 清仓 |
| KR | KROGER COMPANY | $0 | 0.00% | 0 | -98 | -100.0% | -$6,123 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC | $0 | 0.00% | 0 | -90 | -100.0% | -$6,065 | 清仓 |