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
— GENCOR INDS INC $00.00%0 -2-100.0% -$30 清仓
HZO MARINEMAX INC $00.00%0 -1-100.0% -$27 清仓
— SILVERCREST ASSET MGMT GCLASS A $00.00%0 -2-100.0% -$27 清仓
— BIOTE CORP CLASS A $00.00%0 -20-100.0% -$27 清仓
— TVARDI THERAPEUTICS INC $00.00%0 -8-100.0% -$25 清仓
ENTA ENANTA PHARMACEUTICALS I $00.00%0 -2-100.0% -$25 清仓
— SOUTHLAND HLDGS INC $00.00%0 -19-100.0% -$25 清仓
— J JILL INC $00.00%0 -2-100.0% -$23 清仓
— ATLANTIC INTL CORP $00.00%0 -7-100.0% -$21 清仓
— ARRIVE AI INC $00.00%0 -25-100.0% -$20 清仓
— PLAYSTUDIOS INC CLASS A $00.00%0 -42-100.0% -$20 清仓
— ACTUATE THERAPEUTICS EQUCLASS EQUITY $00.00%0 -7-100.0% -$19 清仓
— NANO-X IMAGING LTD F $00.00%0 -8-100.0% -$18 清仓
— EGAIN CORP $00.00%0 -2-100.0% -$16 清仓
— BAKKT INC CLASS A $00.00%0 -2-100.0% -$15 清仓
— COHERUS ONCOLOGY INC $00.00%0 -8-100.0% -$14 清仓
— VALHI INC NEW $00.00%0 -1-100.0% -$14 清仓
— MERIDIAN HLDGS INC $00.00%0 -2-100.0% -$14 清仓
— VROOM INC $00.00%0 -1-100.0% -$13 清仓
— HIREQUEST INC $00.00%0 -1-100.0% -$10 清仓
PRTA PROTHENA CORP PLC F $00.00%0 -1-100.0% -$10 清仓
— REAL BROKERAGE INC F $00.00%0 -3-100.0% -$8 清仓
— WM TECHNOLOGY INC CLASS A $00.00%0 -10-100.0% -$7 清仓
PBYI PUMA BIOTECHNOLOGY INC $00.00%0 -1-100.0% -$6 清仓
— CARTESIAN THERAPEUTI EQUCLASS EQUITY $00.00%0 -1-100.0% -$6 清仓
— GOHEALTH INC CLASS A $00.00%0 -4-100.0% -$6 清仓
— HAIN CELESTIAL GROUP INC $00.00%0 -7-100.0% -$5 清仓
— VERDE CLEAN FUELS CLASS A $00.00%0 -3-100.0% -$5 清仓
TARA PROTARA THERAPEUTICS INC $00.00%0 -1-100.0% -$5 清仓
— CHARLOTTES WEB HLDGS I F $00.00%0 -3-100.0% -$2 清仓
— MYOMO INC $00.00%0 -3-100.0% -$2 清仓
— BNB PLUS CORP $00.00%0 -1-100.0% -$1 清仓
— CANOPY GROWTH CORP F $00.00%0 -1-100.0% -$1 清仓
— FERNHILL BEVERAGE INC $00.00%0 -1-100.0% — 清仓
— POSEIDON CONCEPTS CORP F $00.00%0 -1,000-100.0% — 清仓
— MARKFORGED HLDG CORP EQUCORP ACT EXP: 04/27/26 $00.00%0 -16-100.0% — 清仓
— TREEHOUSE FOODS INC XXXPENDING POSSIBLE PAYMENTEFF: 02/11/2026 $00.00%0 -150-100.0% — 清仓
— ALEAFIA HEALTH INC F $00.00%0 -10-100.0% — 清仓
— EWELLNESS HEALTHCARE COR $00.00%0 -20,000-100.0% — 清仓
— TREES CORP $00.00%0 -10-100.0% — 清仓
— CANNABIST CO HLDG 27 WTFWARRANTS EXP 05/29/27 $00.00%0 -1-100.0% — 清仓
— MEDMEN ENTERPRISES INC FCLASS B $00.00%0 -1,234-100.0% — 清仓