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 |
|---|---|---|---|---|---|---|---|---|
| CLDT | CHATHAM LODGING TR REIT | $150 | 0.00% | 19 | 19 | — | $150 | 新建仓 |
| — | CREXENDO INC | $148 | 0.00% | 24 | 24 | — | $148 | 新建仓 |
| — | OUTSET MED INC | $146 | 0.00% | 38 | 38 | — | $146 | 新建仓 |
| ORGO | ORGANOGENESIS HLDGS INC CLASS CLASS A | $145 | 0.00% | 61 | 61 | — | $145 | 新建仓 |
| — | SPOK HLDGS INC | $142 | 0.00% | 13 | 13 | — | $142 | 新建仓 |
| PAL | PROFICIENT AUTO LOGI EQUCLASS EQUITY | $142 | 0.00% | 21 | 21 | — | $142 | 新建仓 |
| — | AIRJOULE TECHNOLOGIES COCLASS A | $136 | 0.00% | 54 | 54 | — | $136 | 新建仓 |
| CERS | CERUS CORP | $133 | 0.00% | 73 | 73 | — | $133 | 新建仓 |
| ANIK | ANIKA THERAPEUTICS INC | $131 | 0.00% | 9 | 9 | — | $131 | 新建仓 |
| SEZL | SEZZLE INC | $127 | 0.00% | 2 | 2 | — | $127 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $125 | 0.00% | 70 | 70 | — | $125 | 新建仓 |
| — | ATYR PHARMA INC CLASS A | $122 | 0.00% | 157 | 157 | — | $122 | 新建仓 |
| — | EXPENSIFY INC CLASS A | $121 | 0.00% | 139 | 139 | — | $121 | 新建仓 |
| ROCK | GIBRALTAR INDS INC | $120 | 0.00% | 3 | 3 | — | $120 | 新建仓 |
| — | UDEMY INC | $120 | 0.00% | 26 | 26 | — | $120 | 新建仓 |
| ASLE | AERSALE CORP | $118 | 0.00% | 19 | 19 | — | $118 | 新建仓 |
| — | AARDVARK THERAPEUTICS IN | $117 | 0.00% | 31 | 31 | — | $117 | 新建仓 |
| — | WEAVE COMMUNICATIONS INC | $116 | 0.00% | 25 | 25 | — | $116 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $115 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | AMERICAN VANGUARD CORP | $115 | 0.00% | 46 | 46 | — | $115 | 新建仓 |
| — | FORRESTER RESH INC | $113 | 0.00% | 20 | 20 | — | $113 | 新建仓 |
| — | MAXCYTE INC | $110 | 0.00% | 156 | 156 | — | $110 | 新建仓 |
| CMTG | CLAROS MTG TR INC | $109 | 0.00% | 46 | 46 | — | $109 | 新建仓 |
| — | BRC INC CLASS CLASS A | $107 | 0.00% | 138 | 138 | — | $107 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS IN | $106 | 0.00% | 50 | 50 | — | $106 | 新建仓 |
| ADV | ADVANTAGE SOLUTIONS INC CLASS CLASS A | $106 | 0.00% | 5 | 5 | — | $106 | 新建仓 |
| — | CROSS CTRY HEALTHCARE IN | $103 | 0.00% | 11 | 11 | — | $103 | 新建仓 |
| RPD | RAPID7 INC | $99 | 0.00% | 18 | 18 | — | $99 | 新建仓 |
| — | SIGHT SCIENCES INC | $98 | 0.00% | 26 | 26 | — | $98 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $98 | 0.00% | 4 | 4 | — | $98 | 新建仓 |
| BWFG | BANKWELL FINL GROUP INC | $97 | 0.00% | 2 | 2 | — | $97 | 新建仓 |
| CENTA | CENTRAL GARDEN & PET CO CLASS A | $97 | 0.00% | 3 | 3 | — | $97 | 新建仓 |
| — | AUDIOEYE INC | $96 | 0.00% | 15 | 15 | — | $96 | 新建仓 |
| LCID | LUCID GROUP INC | $95 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC | $95 | 0.00% | 8 | 8 | — | $95 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $95 | 0.00% | 2 | 2 | — | $95 | 新建仓 |
| MITK | MITEK SYS INC | $95 | 0.00% | 7 | 7 | — | $95 | 新建仓 |
| TG | TREDEGAR CORP | $95 | 0.00% | 12 | 12 | — | $95 | 新建仓 |
| — | PULMONX CORP | $94 | 0.00% | 73 | 73 | — | $94 | 新建仓 |
| — | OMEGA FLEX INC | $93 | 0.00% | 3 | 3 | — | $93 | 新建仓 |
| — | OPEN LENDING CORP | $93 | 0.00% | 74 | 74 | — | $93 | 新建仓 |
| FIVN | FIVE9 INC | $91 | 0.00% | 6 | 6 | — | $91 | 新建仓 |
| — | NERDY INC CLASS A | $87 | 0.00% | 107 | 107 | — | $87 | 新建仓 |
| — | SANARA MEDTECH INC | $86 | 0.00% | 5 | 5 | — | $86 | 新建仓 |
| — | SOUNDTHINKING INC | $86 | 0.00% | 13 | 13 | — | $86 | 新建仓 |
| ALTG | ALTA EQUIPMENT GROUP A CLASS A | $86 | 0.00% | 16 | 16 | — | $86 | 新建仓 |
| EVH | EVOLENT HEALTH INC CLASS CLASS A | $84 | 0.00% | 37 | 37 | — | $84 | 新建仓 |
| — | ZEVIA PBC CLASS A | $83 | 0.00% | 71 | 71 | — | $83 | 新建仓 |
| NRDS | NERDWALLET INC CLASS CLASS A | $83 | 0.00% | 8 | 8 | — | $83 | 新建仓 |
| — | DOCGO INC | $82 | 0.00% | 130 | 130 | — | $82 | 新建仓 |
| FRBA | FIRST BK WILLIAMSTOWN NE | $80 | 0.00% | 5 | 5 | — | $80 | 新建仓 |
| EGHT | 8X8 INC NEW | $80 | 0.00% | 48 | 48 | — | $80 | 新建仓 |
| — | THE BEAUTY HEALTH CO CLASS CLASS A | $80 | 0.00% | 90 | 90 | — | $80 | 新建仓 |
| — | BRAEMAR HOTELS & RESORTSREIT | $78 | 0.00% | 33 | 33 | — | $78 | 新建仓 |
| — | MISTER CAR WASH INC | $77 | 0.00% | 11 | 11 | — | $77 | 新建仓 |
| — | CHARGEPOINT HLDGS INC CLASS A | $73 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HLDG CO | $72 | 0.00% | 36 | 36 | — | $72 | 新建仓 |
| — | TRAVELZOO | $71 | 0.00% | 12 | 12 | — | $71 | 新建仓 |
| — | INMUNE BIO INC | $68 | 0.00% | 60 | 60 | — | $68 | 新建仓 |
| CURV | TORRID HLDGS INC | $68 | 0.00% | 38 | 38 | — | $68 | 新建仓 |
| LMNR | LIMONEIRA CO | $67 | 0.00% | 5 | 5 | — | $67 | 新建仓 |
| — | AVITA MED INC | $67 | 0.00% | 18 | 18 | — | $67 | 新建仓 |
| — | NEXTNRG INC | $66 | 0.00% | 164 | 164 | — | $66 | 新建仓 |
| INSE | INSPIRED ENTMT INC | $64 | 0.00% | 9 | 9 | — | $64 | 新建仓 |
| NUVB | NUVATION BIO INC A CLASS A | $64 | 0.00% | 15 | 15 | — | $64 | 新建仓 |
| OBT | ORANGE CNTY BANCORP INC | $64 | 0.00% | 2 | 2 | — | $64 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $62 | 0.00% | 13 | 13 | — | $62 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $60 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NWFL | NORWOOD FINL CORP | $59 | 0.00% | 2 | 2 | — | $59 | 新建仓 |
| HPP | HUDSON PAC PPTYS INC COM | $59 | 0.00% | 10 | 10 | — | $59 | 新建仓 |
| — | NET LEASE OFFICE PPTYS | $58 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ONEW | ONEWATER MARINE INC CLASS A | $57 | 0.00% | 6 | 6 | — | $57 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC | $54 | 0.00% | 3 | 3 | — | $54 | 新建仓 |
| BF/A | BROWN FORMAN CORP CLASS CLASS A | $54 | 0.00% | 2 | 2 | — | $54 | 新建仓 |
| — | GLOBAL WTR RES INC | $53 | 0.00% | 7 | 7 | — | $53 | 新建仓 |
| — | NEXTTRIP INC | $49 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $47 | 0.00% | 3 | 3 | — | $47 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $45 | 0.00% | 10 | 10 | — | $45 | 新建仓 |
| — | JOINT CORP | $44 | 0.00% | 5 | 5 | — | $44 | 新建仓 |
| — | FIDELITY D & D BANCORP I | $43 | 0.00% | 1 | 1 | — | $43 | 新建仓 |
| — | EVI INDS INC | $41 | 0.00% | 2 | 2 | — | $41 | 新建仓 |
| — | SUPERIOR UNIFORM GROUP I | $41 | 0.00% | 4 | 4 | — | $41 | 新建仓 |
| AGL | AGILON HEALTH INC | $40 | 0.00% | 5 | 5 | — | $40 | 新建仓 |
| PCYO | PURE CYCLE CORP | $40 | 0.00% | 4 | 4 | — | $40 | 新建仓 |
| — | SUNOPTA INC F | $39 | 0.00% | 6 | 6 | — | $39 | 新建仓 |
| — | LIFEVANTAGE CORP | $39 | 0.00% | 9 | 9 | — | $39 | 新建仓 |
| — | MAMMOTH ENERGY SVCS INC | $37 | 0.00% | 15 | 15 | — | $37 | 新建仓 |
| — | LIVEWIRE GROUP INC | $33 | 0.00% | 20 | 20 | — | $33 | 新建仓 |
| — | WEYCO GROUP INC | $32 | 0.00% | 1 | 1 | — | $32 | 新建仓 |
| FENC | FENNEC PHARMACEUTICALS F | $31 | 0.00% | 5 | 5 | — | $31 | 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 |
| — | FOLD HLDGS INC CLASS A | $30 | 0.00% | 23 | 23 | — | $30 | 新建仓 |
| OABI | OMNIAB INC | $30 | 0.00% | 19 | 19 | — | $30 | 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 |
| — | 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 |