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
— SIMULATIONS PLUS INC $00.00%0 -14-100.0% -$165 清仓
INBK FIRST INTERNET BANCORP $00.00%0 -8-100.0% -$163 清仓
FLO FLOWERS FOODS INC $00.00%0 -20-100.0% -$163 清仓
OOMA OOMA INC $00.00%0 -11-100.0% -$160 清仓
CWK CUSHMAN & WAKEFIELD F $00.00%0 -13-100.0% -$159 清仓
JBSS SANFILIPPO JOHN B & SON $00.00%0 -2-100.0% -$159 清仓
— DMC GLOBAL INC $00.00%0 -29-100.0% -$151 清仓
CLDT CHATHAM LODGING TR REIT $00.00%0 -19-100.0% -$150 清仓
— CREXENDO INC $00.00%0 -24-100.0% -$148 清仓
— OUTSET MED INC $00.00%0 -38-100.0% -$146 清仓
ORGO ORGANOGENESIS HLDGS INC CLASS CLASS A $00.00%0 -61-100.0% -$145 清仓
— SPOK HLDGS INC $00.00%0 -13-100.0% -$142 清仓
PAL PROFICIENT AUTO LOGI EQUCLASS EQUITY $00.00%0 -21-100.0% -$142 清仓
— AIRJOULE TECHNOLOGIES COCLASS A $00.00%0 -54-100.0% -$136 清仓
CERS CERUS CORP $00.00%0 -73-100.0% -$133 清仓
ANIK ANIKA THERAPEUTICS INC $00.00%0 -9-100.0% -$131 清仓
SEZL SEZZLE INC $00.00%0 -2-100.0% -$127 清仓
— TUHURA BIOSCIENCES INC $00.00%0 -70-100.0% -$125 清仓
— ATYR PHARMA INC CLASS A $00.00%0 -157-100.0% -$122 清仓
— EXPENSIFY INC CLASS A $00.00%0 -139-100.0% -$121 清仓
ROCK GIBRALTAR INDS INC $00.00%0 -3-100.0% -$120 清仓
— UDEMY INC $00.00%0 -26-100.0% -$120 清仓
ASLE AERSALE CORP $00.00%0 -19-100.0% -$118 清仓
— AARDVARK THERAPEUTICS IN $00.00%0 -31-100.0% -$117 清仓
— WEAVE COMMUNICATIONS INC $00.00%0 -25-100.0% -$116 清仓
QBTS D-WAVE QUANTUM INC $00.00%0 -8-100.0% -$115 清仓
— AMERICAN VANGUARD CORP $00.00%0 -46-100.0% -$115 清仓
— FORRESTER RESH INC $00.00%0 -20-100.0% -$113 清仓
— MAXCYTE INC $00.00%0 -156-100.0% -$110 清仓
CMTG CLAROS MTG TR INC $00.00%0 -46-100.0% -$109 清仓
— BRC INC CLASS CLASS A $00.00%0 -138-100.0% -$107 清仓
RBBN RIBBON COMMUNICATIONS IN $00.00%0 -50-100.0% -$106 清仓
ADV ADVANTAGE SOLUTIONS INC CLASS CLASS A $00.00%0 -5-100.0% -$106 清仓
— CROSS CTRY HEALTHCARE IN $00.00%0 -11-100.0% -$103 清仓
RPD RAPID7 INC $00.00%0 -18-100.0% -$99 清仓
CSTL CASTLE BIOSCIENCES INC $00.00%0 -4-100.0% -$98 清仓
— SIGHT SCIENCES INC $00.00%0 -26-100.0% -$98 清仓
CENTA CENTRAL GARDEN & PET CO CLASS A $00.00%0 -3-100.0% -$97 清仓
BWFG BANKWELL FINL GROUP INC $00.00%0 -2-100.0% -$97 清仓
— AUDIOEYE INC $00.00%0 -15-100.0% -$96 清仓
TWST TWIST BIOSCIENCE CORP $00.00%0 -2-100.0% -$95 清仓
LCID LUCID GROUP INC $00.00%0 -10-100.0% -$95 清仓
MGNI MAGNITE INC $00.00%0 -8-100.0% -$95 清仓
TG TREDEGAR CORP $00.00%0 -12-100.0% -$95 清仓
MITK MITEK SYS INC $00.00%0 -7-100.0% -$95 清仓
— PULMONX CORP $00.00%0 -73-100.0% -$94 清仓
— OPEN LENDING CORP $00.00%0 -74-100.0% -$93 清仓
— OMEGA FLEX INC $00.00%0 -3-100.0% -$93 清仓
FIVN FIVE9 INC $00.00%0 -6-100.0% -$91 清仓
— NERDY INC CLASS A $00.00%0 -107-100.0% -$87 清仓
ALTG ALTA EQUIPMENT GROUP A CLASS A $00.00%0 -16-100.0% -$86 清仓
— SOUNDTHINKING INC $00.00%0 -13-100.0% -$86 清仓
— SANARA MEDTECH INC $00.00%0 -5-100.0% -$86 清仓
EVH EVOLENT HEALTH INC CLASS CLASS A $00.00%0 -37-100.0% -$84 清仓
— ZEVIA PBC CLASS A $00.00%0 -71-100.0% -$83 清仓
NRDS NERDWALLET INC CLASS CLASS A $00.00%0 -8-100.0% -$83 清仓
— DOCGO INC $00.00%0 -130-100.0% -$82 清仓
— THE BEAUTY HEALTH CO CLASS CLASS A $00.00%0 -90-100.0% -$80 清仓
EGHT 8X8 INC NEW $00.00%0 -48-100.0% -$80 清仓
FRBA FIRST BK WILLIAMSTOWN NE $00.00%0 -5-100.0% -$80 清仓
— BRAEMAR HOTELS & RESORTSREIT $00.00%0 -33-100.0% -$78 清仓
— MISTER CAR WASH INC $00.00%0 -11-100.0% -$77 清仓
— CHARGEPOINT HLDGS INC CLASS A $00.00%0 -15-100.0% -$73 清仓
POWW OUTDOOR HLDG CO $00.00%0 -36-100.0% -$72 清仓
— TRAVELZOO $00.00%0 -12-100.0% -$71 清仓
— INMUNE BIO INC $00.00%0 -60-100.0% -$68 清仓
CURV TORRID HLDGS INC $00.00%0 -38-100.0% -$68 清仓
LMNR LIMONEIRA CO $00.00%0 -5-100.0% -$67 清仓
— AVITA MED INC $00.00%0 -18-100.0% -$67 清仓
— NEXTNRG INC $00.00%0 -164-100.0% -$66 清仓
NUVB NUVATION BIO INC A CLASS A $00.00%0 -15-100.0% -$64 清仓
INSE INSPIRED ENTMT INC $00.00%0 -9-100.0% -$64 清仓
OBT ORANGE CNTY BANCORP INC $00.00%0 -2-100.0% -$64 清仓
FHTX FOGHORN THERAPEUTICS INC $00.00%0 -13-100.0% -$62 清仓
BTC GRAYSCALE BITCOIN MINI TRUST ETF $00.00%0 -2-100.0% -$60 清仓
NWFL NORWOOD FINL CORP $00.00%0 -2-100.0% -$59 清仓
HPP HUDSON PAC PPTYS INC COM $00.00%0 -10-100.0% -$59 清仓
— NET LEASE OFFICE PPTYS $00.00%0 -5-100.0% -$58 清仓
ONEW ONEWATER MARINE INC CLASS A $00.00%0 -6-100.0% -$57 清仓
CAI CARIS LIFE SCIENCES INC $00.00%0 -3-100.0% -$54 清仓
BF/A BROWN FORMAN CORP CLASS CLASS A $00.00%0 -2-100.0% -$54 清仓
— GLOBAL WTR RES INC $00.00%0 -7-100.0% -$53 清仓
— NEXTTRIP INC $00.00%0 -15-100.0% -$49 清仓
— LCNB CORP $00.00%0 -3-100.0% -$47 清仓
LRMR LARIMAR THERAPEUTICS INC $00.00%0 -10-100.0% -$45 清仓
— JOINT CORP $00.00%0 -5-100.0% -$44 清仓
— FIDELITY D & D BANCORP I $00.00%0 -1-100.0% -$43 清仓
— EVI INDS INC $00.00%0 -2-100.0% -$41 清仓
— SUPERIOR UNIFORM GROUP I $00.00%0 -4-100.0% -$41 清仓
AGL AGILON HEALTH INC $00.00%0 -5-100.0% -$40 清仓
PCYO PURE CYCLE CORP $00.00%0 -4-100.0% -$40 清仓
— LIFEVANTAGE CORP $00.00%0 -9-100.0% -$39 清仓
— SUNOPTA INC F $00.00%0 -6-100.0% -$39 清仓
— MAMMOTH ENERGY SVCS INC $00.00%0 -15-100.0% -$37 清仓
— LIVEWIRE GROUP INC $00.00%0 -20-100.0% -$33 清仓
— WEYCO GROUP INC $00.00%0 -1-100.0% -$32 清仓
FENC FENNEC PHARMACEUTICALS F $00.00%0 -5-100.0% -$31 清仓
— TTEC HLDGS INC $00.00%0 -12-100.0% -$30 清仓
— FOLD HLDGS INC CLASS A $00.00%0 -23-100.0% -$30 清仓
OABI OMNIAB INC $00.00%0 -19-100.0% -$30 清仓