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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| NVDA | NVIDIA CORP | $2,221.81万 | 12.67% | 111,041 | 23,076 | 26.2% | $461.73万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $1,895.61万 | 10.81% | 79,534 | 7,158 | 9.9% | $170.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,070.53万 | 6.10% | 28,699 | 5,946 | 26.1% | $221.80万 | 加仓 |
| AAPL | APPLE INCORPORATED | $1,041.18万 | 5.94% | 35,982 | 7,103 | 24.6% | $205.53万 | 加仓 |
| PEBO | PEOPLES BANCORP INCORPORATED | $994.06万 | 5.67% | 258,803 | -20,000 | -7.2% | -$76.82万 | 重新持有 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $802.00万 | 4.57% | 36,801 | 11,990 | 48.3% | $261.30万 | 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 |
| 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 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $303.54万 | 1.73% | 8,494 | 1,201 | 16.5% | $42.92万 | 加仓 |
| HEFA | ISHARES TR HDG MSCI EAFE | $268.75万 | 1.53% | 57,273 | 23,999 | 72.1% | $112.61万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $220.83万 | 1.26% | 30,603 | 13,492 | 78.8% | $97.36万 | 加仓 |
| NFLX | NETFLIX INC | $214.69万 | 1.22% | 30,068 | -193 | -0.6% | -$1.38万 | 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 |
| OBDC | BLUE OWL CAP CORP | $187.64万 | 1.07% | 172,626 | -11,955 | -6.5% | -$13.00万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $185.38万 | 1.06% | 2,482 | 292 | 13.3% | $21.81万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEWREIT | $178.96万 | 1.02% | 8,002 | 2,000 | 33.3% | $44.73万 | 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 |
| FHN | FIRST HORIZON CORPORATION | $129.84万 | 0.74% | 50,638 | 23,540 | 86.9% | $60.36万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $123.35万 | 0.70% | 4,027 | 667 | 19.9% | $20.43万 | 加仓 |
| — | DIMENSIONAL US SMALL CAPVALUE ETF | $116.43万 | 0.66% | 30,015 | -4,033 | -11.8% | -$15.64万 | 减仓 |
| FBK | FB FINL CORP | $105.17万 | 0.60% | 19,000 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS I | $102.27万 | 0.58% | 10,138 | 9,138 | 913.8% | $92.18万 | 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 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $98.44万 | 0.56% | 4,051 | 221 | 5.8% | $5.37万 | 加仓 |
| PNC | PNC FINL SERVICES | $88.05万 | 0.50% | 3,576 | 1,576 | 78.8% | $38.80万 | 加仓 |
| MRK | MERCK & CO INC | $84.98万 | 0.48% | 6,613 | -55 | -0.8% | -$7,068 | 减仓 |
| PRIV | STATE STREET IG PUBLIC &PRIVATE CREDIT ETF | $84.47万 | 0.48% | 33,552 | 24,918 | 288.6% | $62.73万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $80.82万 | 0.46% | 2,469 | 1,742 | 239.6% | $57.02万 | 加仓 |
| DE | DEERE & CO | $79.04万 | 0.45% | 1,246 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A | $78.34万 | 0.45% | 1,391 | -380 | -21.5% | -$21.40万 | 减仓 |
| GLD | SPDR GOLD SHARES | $78.10万 | 0.45% | 2,120 | 1,713 | 420.9% | $63.10万 | 加仓 |
| TSLA | TESLA INC | $77.31万 | 0.44% | 1,838 | 900 | 95.9% | $37.85万 | 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 |
| EFA | ISHARES MSCI EAFE ETF | $71.67万 | 0.41% | 6,899 | 2,676 | 63.4% | $27.80万 | 加仓 |
| MS | MORGAN STANLEY | $68.77万 | 0.39% | 3,290 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $66.59万 | 0.38% | 12,422 | 4,288 | 52.7% | $22.99万 | 加仓 |
| KO | THE COCA-COLA CO | $66.53万 | 0.38% | 8,186 | 4,766 | 139.4% | $38.73万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $63.19万 | 0.36% | 8,264 | 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 |
| OHI | OMEGA HEALTHCARE INVS INREIT | $53.96万 | 0.31% | 11,317 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $53.04万 | 0.30% | 15,061 | 0 | 0.0% | — | 重新持有 |
| RTX | RTX CORPORATION | $52.78万 | 0.30% | 2,782 | 2,544 | 1,068.9% | $48.27万 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $51.52万 | 0.29% | 2,015 | -415 | -17.1% | -$10.61万 | 重新持有 |
| WFC | WELLS FARGO & CO | $50.82万 | 0.29% | 6,150 | -229 | -3.6% | -$1.89万 | 减仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $50.72万 | 0.29% | 3,688 | 2,883 | 358.1% | $39.65万 | 加仓 |
| KKR | KKR & CO INC | $45.66万 | 0.26% | 4,975 | -475 | -8.7% | -$4.36万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $45.64万 | 0.26% | 2,888 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $44.85万 | 0.26% | 4,489 | -97 | -2.1% | -$9,690 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CLASS C | $44.22万 | 0.25% | 1,025 | -9 | -0.9% | -$3,883 | 减仓 |
| UNP | UNION PAC CORP | $43.00万 | 0.25% | 1,581 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $39.36万 | 0.22% | 1,042 | 579 | 125.1% | $21.87万 | 加仓 |
| APH | AMPHENOL CORP NEW CLASS A | $39.14万 | 0.22% | 2,220 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $37.25万 | 0.21% | 3,988 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INCORPORATED | $36.57万 | 0.21% | 4,080 | 0 | 0.0% | — | 重新持有 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $35.36万 | 0.20% | 12,765 | 7 | 0.1% | $194 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $35.29万 | 0.20% | 4,300 | 349 | 8.8% | $2.86万 | 加仓 |
| MCD | MCDONALDS CORP | $35.17万 | 0.20% | 1,301 | 127 | 10.8% | $3.43万 | 加仓 |
| PGR | PROGRESSIVE CORP OH | $34.62万 | 0.20% | 1,585 | -273 | -14.7% | -$5.96万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $33.43万 | 0.19% | 4,063 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC F | $33.20万 | 0.19% | 676 | -6 | -0.9% | -$2,947 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD F | $32.19万 | 0.18% | 2,075 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $31.22万 | 0.18% | 5,169 | 4,677 | 950.6% | $28.25万 | 加仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $30.24万 | 0.17% | 152 | 65 | 74.7% | $12.93万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $28.98万 | 0.17% | 422 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $28.16万 | 0.16% | 244 | -13 | -5.1% | -$1.50万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $27.20万 | 0.16% | 3,072 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $26.85万 | 0.15% | 10,073 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORPORATION | $26.84万 | 0.15% | 1,080 | 12 | 1.1% | $2,982 | 重新持有 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $26.60万 | 0.15% | 1,533 | 1,456 | 1,890.9% | $25.26万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI | $25.52万 | 0.15% | 13,693 | 13,693 | — | $25.52万 | 新建仓 |
| SMBK | SMARTFINL INC | $24.68万 | 0.14% | 5,261 | 0 | 0.0% | — | 不变 |
| SA | SEABRIDGE GOLD INCORPORATED | $23.54万 | 0.13% | 9,144 | 9,144 | — | $23.54万 | 新建仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $23.35万 | 0.13% | 12,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $23.00万 | 0.13% | 1,043 | 282 | 37.1% | $6.22万 | 加仓 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $22.23万 | 0.13% | 1,505 | 531 | 54.5% | $7.84万 | 加仓 |
| KGC | KINROSS GOLD CORP F | $21.90万 | 0.12% | 9,273 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INCORPORATED | $21.56万 | 0.12% | 2,172 | 1,900 | 698.5% | $18.86万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $21.06万 | 0.12% | 2,731 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $20.46万 | 0.12% | 600 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $12.88万 | 0.07% | 65 | 3 | 4.8% | $5,946 | 加仓 |
| DHR | DANAHER CORP | $12.72万 | 0.07% | 668 | -459 | -40.7% | -$8.74万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $12.66万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| PCMM | BONDBLOXX PRIVATE CREDITCLO ETF | $12.36万 | 0.07% | 2,479 | -2,093 | -45.8% | -$10.44万 | 减仓 |
| AUR | AURORA INNOVATION INC CLASS A | $12.07万 | 0.07% | 17,700 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $11.97万 | 0.07% | 1,219 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A | $8.64万 | 0.05% | 13,360 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC CLASS A | $4.44万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $0 | 0.00% | 0 | -17,954 | -100.0% | -$34.87万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -6,100 | -100.0% | -$26.92万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,354 | -100.0% | -$25.28万 | 清仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $0 | 0.00% | 0 | -1,410 | -100.0% | -$21.27万 | 清仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $0 | 0.00% | 0 | -4,567 | -100.0% | -$20.61万 | 清仓 |
| LIN | LINDE PLC F | $0 | 0.00% | 0 | -408 | -100.0% | -$20.23万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,527 | -100.0% | -$18.98万 | 清仓 |
| V | VISA INC CLASS CLASS A | $0 | 0.00% | 0 | -591 | -100.0% | -$17.86万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -683 | -100.0% | -$17.38万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,175 | -100.0% | -$17.28万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$17.10万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -785 | -100.0% | -$17.07万 | 清仓 |