13F 机构持仓

Wealth Preservation Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001968434

2026Q22026Q1 更早 9 个季度 🔒
$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
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

NVDA 12.7%
AMZN 12.5%
GOOG 10.9%
MSFT 7.0%
AAPL 6.1%
VTV 4.0%
NFLX 2.4%
VOE 2.2%
GOOGL 1.7%
OBDC 1.7%

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
NVDA NVIDIA CORP $1,534.11万12.74%87,965 -6,216-6.6% -$108.41万 减仓
AMZN AMAZON.COM INC $1,507.37万12.52%72,376 -12,037-14.3% -$250.69万 减仓
GOOG ALPHABET INC CLASS CLASS C $1,310.69万10.89%45,691 -54,142-54.2% -$1,553.12万 减仓
MSFT MICROSOFT CORP $842.26万7.00%22,753 -1,351-5.6% -$50.01万 减仓
AAPL APPLE INC $732.93万6.09%28,879 -5,892-16.9% -$149.54万 减仓
VTV VANGUARD VALUE INDEX FUND ETF SHARES $486.79万4.04%24,811 -5,054-16.9% -$99.16万 减仓
NFLX NETFLIX INC $290.96万2.42%30,261 -177-0.6% -$1.70万 减仓
VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES $265.81万2.21%14,424 4683.4% $8.62万 加仓
GOOGL ALPHABET INC CLASS CLASS A $209.72万1.74%7,293 -502-6.4% -$14.44万 减仓
OBDC BLUE OWL CAP CORP $204.15万1.70%184,581 -1,582-0.8% -$1.75万 减仓
VUG VANGUARD GROWTH INDEX FUND ETF SHARES $184.26万1.53%4,218 -1,506-26.3% -$65.79万 减仓
SPY STATE STREET SPDR S&P 500 ETF TRUST $142.43万1.18%2,190 -298-12.0% -$19.38万 减仓
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF $141.40万1.17%33,274 -6,115-15.5% -$25.99万 减仓
UBER UBER TECHNOLOGIES INC $123.08万1.02%17,111 -105,206-86.0% -$756.75万 减仓
— DIMENSIONAL US SMALL CAPVALUE ETF $119.31万0.99%34,048 -2,825-7.7% -$9.90万 减仓
SPG SIMON PPTY GROUP INC NEWREIT $111.96万0.93%6,002 -2,000-25.0% -$37.31万 减仓
APO APOLLO GLOBAL MGMT INC NCLASS CLASS A $105.76万0.88%9,492 7,644413.6% $85.17万 加仓
META META PLATFORMS INC CLASS CLASS A $101.33万0.84%1,771 -861-32.7% -$49.26万 减仓
FBK FB FINL CORP $98.69万0.82%19,000 00.0% — 不变
VOT VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES $86.46万0.72%3,360 37012.4% $9.52万 加仓
VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES $83.20万0.69%3,830 1082.9% $2.35万 加仓
MRK MERCK & CO. INC. $80.21万0.67%6,668 -525-7.3% -$6.32万 减仓
HEEM ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF $70.75万0.59%19,162 1,7199.9% $6.35万 加仓
DE DEERE & CO $70.19万0.58%1,246 -11-0.9% -$6,196 减仓
FHN FIRST HORIZON CORP $61.67万0.51%27,098 -23,535-46.5% -$53.57万 减仓
SYBT STOCK YDS BANCORP INC $54.78万0.45%8,264 00.0% — 不变
MS MORGAN STANLEY $54.14万0.45%3,290 -44-1.3% -$7,241 减仓
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES $52.25万0.43%1,729 42732.8% $12.91万 加仓
WFC WELLS FARGO & CO $50.78万0.42%6,379 -1-0.0% -$80 减仓
KKR KKR & CO INC $50.41万0.42%5,450 1,45036.2% $13.41万 加仓
OHI OMEGA HEALTHCARE INVS INREIT $49.59万0.41%11,317 00.0% — 不变
NEM NEWMONT CORP $43.17万0.36%3,988 -41-1.0% -$4,438 减仓
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES $42.77万0.36%2,888 00.0% — 不变
SSB SOUTHSTATE BK CORP $42.43万0.35%4,586 972.2% $8,974 加仓
AEM AGNICO EAGLE MINES LTD F $42.12万0.35%2,075 00.0% — 不变
PNC PNC FINL SERVICES $41.62万0.35%2,000 -1,604-44.5% -$33.38万 减仓
EFA ISHARES MSCI EAFE ETF $41.02万0.34%4,223 -4,870-53.6% -$47.31万 减仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $40.16万0.33%8,134 -4,072-33.4% -$20.10万 减仓
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF $39.77万0.33%3,951 1,32250.3% $13.31万 加仓
UNP UNION PAC CORP $38.36万0.32%1,581 -196-11.0% -$4.76万 减仓
PGR PROGRESSIVE CORP OH $36.83万0.31%1,858 23314.3% $4.62万 加仓
MCD MCDONALDS CORP $36.49万0.30%1,174 181.6% $5,594 加仓
TSLA TESLA INC $34.87万0.29%938 23934.2% $8.88万 加仓
QXO QXO INC $34.87万0.29%17,954 8,91898.7% $17.32万 加仓
SCZ ISHARES MSCI EAFE SMALL-CAP ETF $31.86万0.26%4,063 00.0% — 不变
SCHF SCHWAB INTERNATIONAL EQUITY ETF $31.58万0.26%12,758 -6,828-34.9% -$16.90万 减仓
TT TRANE TECHNOLOGIES PLC F $28.42万0.24%682 60.9% $2,500 加仓
KGC KINROSS GOLD CORP F $28.30万0.24%9,273 2,70141.1% $8.24万 加仓
APH AMPHENOL CORP NEW CLASS CLASS A $28.05万0.23%2,220 00.0% — 不变
— WARNER BROS DISCOVERY INCLASS SERIES A $27.66万0.23%10,073 9,9196,440.9% $27.24万 加仓
ARKB ARK 21SHARES BITCOIN ETF $26.99万0.22%12,000 00.0% — 不变
INTC INTEL CORP $26.92万0.22%6,100 -15-0.2% -$662 减仓
KO THE COCA-COLA CO $26.01万0.22%3,420 -4,791-58.3% -$36.44万 减仓
VGK VANGUARD FTSE EUROPE ETF $25.32万0.21%3,072 00.0% — 不变
CRM SALESFORCE INC $25.28万0.21%1,354 23220.7% $4.33万 加仓
VOO VANGUARD S&P 500 ETF $25.22万0.21%422 -6-1.4% -$3,585 减仓
PCMM BONDBLOXX PRIVATE CREDITCLO ETF $22.48万0.19%4,572 3,176227.5% $15.62万 加仓
PRIV STATE STREET IG PUBLIC &PRIVATE CREDIT ETF $21.78万0.18%8,634 00.0% — 不变
JPM JPMORGAN CHASE & CO $21.39万0.18%727 -1,059-59.3% -$31.15万 减仓
DHR DANAHER CORP $21.37万0.18%1,127 45968.7% $8.70万 加仓
SNOW SNOWFLAKE INC CLASS CLASS A $21.27万0.18%1,410 25021.6% $3.77万 加仓
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF $20.61万0.17%4,567 00.0% — 不变
SMBK SMARTFINL INC $20.56万0.17%5,261 -1,684-24.2% -$6.58万 减仓
LIN LINDE PLC F $20.23万0.17%408 7522.5% $3.72万 加仓
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $19.39万0.16%6,357 -9,563-60.1% -$29.17万 减仓
WMT WALMART INC $18.98万0.16%1,527 -436-22.2% -$5.42万 减仓
IJH ISHARES CORE S&P MID-CAPETF $18.44万0.15%2,731 -696-20.3% -$4.70万 减仓
LOW LOWES COS INC $17.98万0.15%761 00.0% — 不变
V VISA INC CLASS CLASS A $17.86万0.15%591 213.7% $6,347 加仓
GLD SPDR GOLD SHARES $17.51万0.15%407 -1,363-77.0% -$58.65万 减仓
RGLD ROYAL GOLD INC $17.38万0.14%683 00.0% — 不变
ORCL ORACLE CORP $17.28万0.14%1,175 -30-2.5% -$4,412 减仓
YUM YUM BRANDS INC $17.10万0.14%1,100 -417-27.5% -$6.48万 减仓
ABBV ABBVIE INC $17.07万0.14%785 -735-48.4% -$15.99万 减仓
DELL DELL TECHNOLOGIES INC CLASS CLASS C $16.97万0.14%1,034 -79-7.1% -$1.30万 减仓
AXP AMERICAN EXPRESS CO $16.25万0.13%537 81.5% $2,420 加仓
PG PROCTER & GAMBLE CO $15.50万0.13%1,073 32443.3% $4.68万 加仓
BMY BRISTOL MYERS SQUIBB CO $15.42万0.13%2,543 1476.1% $8,916 加仓
ACN ACCENTURE PLC IRELAND FCLASS CLASS A $15.41万0.13%777 8912.9% $1.76万 加仓
AZN ASTRAZENECA PLC F $15.19万0.13%770 770— $15.19万 新建仓
AMLP ALERIAN MLP ETF $14.87万0.12%2,825 -2,362-45.5% -$12.43万 减仓
GDXJ VANECK JUNIOR GOLD MINERS ETF $14.63万0.12%1,219 1109.9% $1.32万 加仓
PSX PHILLIPS 66 $14.59万0.12%801 27853.2% $5.06万 加仓
AVGO BROADCOM INC $14.32万0.12%463 -698-60.1% -$21.59万 减仓
NSC NORFOLK SOUTHN CORP $14.21万0.12%495 -455-47.9% -$13.06万 减仓
IVE ISHARES S&P 500 VALUE ETF $14.19万0.12%672 00.0% — 不变
GDX VANECK GOLD MINERS ETF $14.05万0.12%1,531 -224-12.8% -$2.06万 减仓
SHV ISHARES 01 YEAR TREASURYBOND ETF $13.51万0.11%1,224 -419-25.5% -$4.63万 减仓
DUK DUKE ENERGY CORP NEW $13.09万0.11%1,000 -381-27.6% -$4.99万 减仓
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $12.91万0.11%974 -1,505-60.7% -$19.94万 减仓
— DIMENSIONAL U.S. CORE EQUITY 2 ETF $12.00万0.10%3,087 00.0% — 不变
COF CAPITAL ONE FINL CORP $11.93万0.10%654 121.9% $2,190 加仓
CHKP CHECK POINT SOFTWARE T F $11.53万0.10%807 00.0% — 不变
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS $11.49万0.10%87 00.0% — 不变
FTI TECHNIPFMC PLC F $11.27万0.09%1,630 1,630— $11.27万 新建仓
IWM ISHARES RUSSELL 2000 ETF $10.96万0.09%442 -55-11.1% -$1.36万 减仓
BRK/B BERKSHIRE HATHAWAY CLASS B $10.69万0.09%223 -1,285-85.2% -$61.58万 减仓
EEM ISHARES MSCI EMERGING MARKETS ETF $10.38万0.09%1,827 -1,791-49.5% -$10.17万 减仓
IXN ISHARES GLOBAL TECH ETF $10.24万0.09%1,024 -12-1.2% -$1,200 减仓
EIX EDISON INTL $10.08万0.08%1,378 1,378— $10.08万 新建仓