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 |
|---|---|---|---|---|---|---|---|---|
| XHR | XENIA HOTELS & RESORTS INCORPORATED REIT | $0 | 0.00% | 0 | -613 | -100.0% | -$8,668 | 清仓 |
| — | CANADIAN PREM SAND INCORPORATED | $0 | 0.00% | 0 | -168,000 | -100.0% | -$8,568 | 清仓 |
| — | OSISKO DEVELOPMENT CORPORATION COM NEW | $0 | 0.00% | 0 | -2,333 | -100.0% | -$8,142 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL | $0 | 0.00% | 0 | -850 | -100.0% | -$8,101 | 清仓 |
| — | ENVIRI CORPORATION | $0 | 0.00% | 0 | -451 | -100.0% | -$8,085 | 清仓 |
| CNP | CENTERPOINT ENERGY INCORPORATED | $0 | 0.00% | 0 | -209 | -100.0% | -$8,013 | 清仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $0 | 0.00% | 0 | -156 | -100.0% | -$7,845 | 清仓 |
| DNP | DNP SELECT INCOME FD INCORPORATED | $0 | 0.00% | 0 | -774 | -100.0% | -$7,732 | 清仓 |
| ETR | ENTERGY CORPORATION NEW | $0 | 0.00% | 0 | -83 | -100.0% | -$7,672 | 清仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER | $0 | 0.00% | 0 | -1,286 | -100.0% | -$7,562 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD | $0 | 0.00% | 0 | -965 | -100.0% | -$7,556 | 清仓 |
| HOOD | ROBINHOOD MKTS INC CLASS A | $0 | 0.00% | 0 | -66 | -100.0% | -$7,465 | 清仓 |
| BDX | BECTON DICKINSON & COMPANY | $0 | 0.00% | 0 | -37 | -100.0% | -$7,181 | 清仓 |
| BP | BP PLC SPONSORED ADR | $0 | 0.00% | 0 | -201 | -100.0% | -$6,981 | 清仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $0 | 0.00% | 0 | -139 | -100.0% | -$6,951 | 清仓 |
| EMR | EMERSON ELEC COMPANY | $0 | 0.00% | 0 | -52 | -100.0% | -$6,901 | 清仓 |
| TTE | TOTALENERGIES SE ACT | $0 | 0.00% | 0 | -104 | -100.0% | -$6,804 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $0 | 0.00% | 0 | -75 | -100.0% | -$6,803 | 清仓 |
| — | AIA GROUP LIMITED SPONSORED ADR | $0 | 0.00% | 0 | -159 | -100.0% | -$6,529 | 清仓 |
| JPC | NUVEEN PREFERRED & INCOME OPPORTUNIT | $0 | 0.00% | 0 | -805 | -100.0% | -$6,529 | 清仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $0 | 0.00% | 0 | -221 | -100.0% | -$6,303 | 清仓 |
| MFC | MANULIFE FINL CORPORATION | $0 | 0.00% | 0 | -173 | -100.0% | -$6,276 | 清仓 |
| AMGN | AMGEN INCORPORATED | $0 | 0.00% | 0 | -19 | -100.0% | -$6,219 | 清仓 |
| CVS | CVS HEALTH CORPORATION | $0 | 0.00% | 0 | -78 | -100.0% | -$6,190 | 清仓 |
| KR | KROGER COMPANY | $0 | 0.00% | 0 | -98 | -100.0% | -$6,123 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC | $0 | 0.00% | 0 | -90 | -100.0% | -$6,065 | 清仓 |
| PAYC | PAYCOM SOFTWARE INCORPORATED | $0 | 0.00% | 0 | -35 | -100.0% | -$5,578 | 清仓 |
| — | BAE SYSTEMS PLC SPONSORED ADR | $0 | 0.00% | 0 | -59 | -100.0% | -$5,441 | 清仓 |
| WSO | WATSCO INCORPORATED | $0 | 0.00% | 0 | -16 | -100.0% | -$5,391 | 清仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $0 | 0.00% | 0 | -39 | -100.0% | -$5,377 | 清仓 |
| — | MUNICH RE GROUP UNSPONSORED ADR | $0 | 0.00% | 0 | -406 | -100.0% | -$5,362 | 清仓 |
| IDA | IDACORP INCORPORATED | $0 | 0.00% | 0 | -42 | -100.0% | -$5,316 | 清仓 |
| COR | CENCORA INCORPORATED | $0 | 0.00% | 0 | -15 | -100.0% | -$5,066 | 清仓 |
| DKS | DICKS SPORTING GOODS INCORPORATED | $0 | 0.00% | 0 | -25 | -100.0% | -$4,949 | 清仓 |
| — | IBERDROLA S A SPON ADR | $0 | 0.00% | 0 | -56 | -100.0% | -$4,858 | 清仓 |
| NWE | NORTHWESTERN ENERGY GROUP INCORPORATED COM NEW | $0 | 0.00% | 0 | -75 | -100.0% | -$4,841 | 清仓 |
| MGRC | MCGRATH RENTCORP | $0 | 0.00% | 0 | -46 | -100.0% | -$4,827 | 清仓 |
| — | ZURICH INSURANCE GROUP AG SPONSORED ADR | $0 | 0.00% | 0 | -127 | -100.0% | -$4,823 | 清仓 |
| DBSDY | DBS GROUP HOLDINGS LIMITED SPONSORED ADR | $0 | 0.00% | 0 | -27 | -100.0% | -$4,733 | 清仓 |
| USFD | US FOODS HLDG CORPORATION | $0 | 0.00% | 0 | -62 | -100.0% | -$4,670 | 清仓 |
| LPLA | LPL FINL HLDGS INCORPORATED | $0 | 0.00% | 0 | -13 | -100.0% | -$4,643 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -51 | -100.0% | -$4,503 | 清仓 |
| — | DEUTSCHE TELEKOM AG SPONSORED ADS | $0 | 0.00% | 0 | -135 | -100.0% | -$4,385 | 清仓 |
| AMAT | APPLIED MATLS INCORPORATED | $0 | 0.00% | 0 | -17 | -100.0% | -$4,369 | 清仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $0 | 0.00% | 0 | -19 | -100.0% | -$4,323 | 清仓 |
| MSM | MSC INDL DIRECT INCORPORATED CLASS A | $0 | 0.00% | 0 | -51 | -100.0% | -$4,289 | 清仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $0 | 0.00% | 0 | -80 | -100.0% | -$4,270 | 清仓 |
| FE | FIRSTENERGY CORPORATION | $0 | 0.00% | 0 | -94 | -100.0% | -$4,208 | 清仓 |
| — | AIRBUS SE UNSPONSORED ADR | $0 | 0.00% | 0 | -72 | -100.0% | -$4,194 | 清仓 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $0 | 0.00% | 0 | -27 | -100.0% | -$4,177 | 清仓 |
| — | ALLIANZ SE UNSPONSRD ADS | $0 | 0.00% | 0 | -91 | -100.0% | -$4,173 | 清仓 |
| GT | GOODYEAR TIRE & RUBBER COMPANY | $0 | 0.00% | 0 | -465 | -100.0% | -$4,073 | 清仓 |
| AES | AES CORPORATION | $0 | 0.00% | 0 | -283 | -100.0% | -$4,058 | 清仓 |
| URI | UNITED RENTALS INCORPORATED | $0 | 0.00% | 0 | -5 | -100.0% | -$4,047 | 清仓 |
| EXPD | EXPEDITORS INTERNATIONAL WASH INCORPORATED | $0 | 0.00% | 0 | -27 | -100.0% | -$4,023 | 清仓 |
| — | AXA SA SPONSORED ADR | $0 | 0.00% | 0 | -82 | -100.0% | -$3,945 | 清仓 |
| — | ORANGE SPONSORED ADR | $0 | 0.00% | 0 | -236 | -100.0% | -$3,936 | 清仓 |
| — | ASTELLAS PHARMA INCORPORATED ADR | $0 | 0.00% | 0 | -289 | -100.0% | -$3,859 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | $0 | 0.00% | 0 | -222 | -100.0% | -$3,852 | 清仓 |
| — | LONDON STK EXCHANGE GROUP SPONSORED ADS | $0 | 0.00% | 0 | -126 | -100.0% | -$3,793 | 清仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $0 | 0.00% | 0 | -44 | -100.0% | -$3,683 | 清仓 |
| EOG | EOG RES INCORPORATED | $0 | 0.00% | 0 | -35 | -100.0% | -$3,675 | 清仓 |
| TTI | TETRA TECHNOLOGIES INCORPORATED DEL | $0 | 0.00% | 0 | -392 | -100.0% | -$3,673 | 清仓 |
| WMG | WARNER MUSIC GROUP CORPORATION COM CLASS A | $0 | 0.00% | 0 | -119 | -100.0% | -$3,650 | 清仓 |
| KLAC | KLA CORPORATION COM NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$3,645 | 清仓 |
| NTAP | NETAPP INCORPORATED | $0 | 0.00% | 0 | -34 | -100.0% | -$3,641 | 清仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $0 | 0.00% | 0 | -24 | -100.0% | -$3,608 | 清仓 |
| — | HEWLETT PACKARD ENTERPRISE COMPANY. 7.625 MAND CONV | $0 | 0.00% | 0 | -54 | -100.0% | -$3,601 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -21 | -100.0% | -$3,580 | 清仓 |
| — | DEUTSCHE POST AG SPONSORED ADR | $0 | 0.00% | 0 | -130 | -100.0% | -$3,567 | 清仓 |
| — | IMPERIAL BRANDS PLC SPON ADR | $0 | 0.00% | 0 | -85 | -100.0% | -$3,566 | 清仓 |
| BKR | BAKER HUGHES COMPANY CLASS A | $0 | 0.00% | 0 | -77 | -100.0% | -$3,507 | 清仓 |
| SAN | BANCO SANTANDER SA ADR | $0 | 0.00% | 0 | -292 | -100.0% | -$3,425 | 清仓 |
| — | INDUSTRIA DE DISENO TEXTIL IND UNSPONSORD ADR | $0 | 0.00% | 0 | -207 | -100.0% | -$3,424 | 清仓 |
| NI | NISOURCE INCORPORATED | $0 | 0.00% | 0 | -82 | -100.0% | -$3,424 | 清仓 |
| OIH | VANECK OIL SERVICES ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$3,417 | 清仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $0 | 0.00% | 0 | -60 | -100.0% | -$3,397 | 清仓 |
| COLB | COLUMBIA BKG SYSTEMS INCORPORATED | $0 | 0.00% | 0 | -120 | -100.0% | -$3,354 | 清仓 |
| LAZ | LAZARD INCORPORATED | $0 | 0.00% | 0 | -69 | -100.0% | -$3,351 | 清仓 |
| SIEGY | SIEMENS A G SPONSORED ADR | $0 | 0.00% | 0 | -23 | -100.0% | -$3,230 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $0 | 0.00% | 0 | -11 | -100.0% | -$3,229 | 清仓 |
| — | SNAM S.P.A. UNSPONSORD ADR | $0 | 0.00% | 0 | -239 | -100.0% | -$3,175 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL IN COM SHS | $0 | 0.00% | 0 | -58 | -100.0% | -$3,166 | 清仓 |
| RHHBY | ROCHE HLDGS AG BASEL SPONSORED ADR | $0 | 0.00% | 0 | -61 | -100.0% | -$3,159 | 清仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $0 | 0.00% | 0 | -22 | -100.0% | -$3,153 | 清仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $0 | 0.00% | 0 | -31 | -100.0% | -$3,097 | 清仓 |
| TXNM | TXNM ENERGY INCORPORATED | $0 | 0.00% | 0 | -52 | -100.0% | -$3,062 | 清仓 |
| — | SSE PLC SPONSORED ADR | $0 | 0.00% | 0 | -103 | -100.0% | -$3,019 | 清仓 |
| DOLE | DOLE PLC ORD SHS | $0 | 0.00% | 0 | -201 | -100.0% | -$3,013 | 清仓 |
| GSK | GSK PLC SPONSORED ADR | $0 | 0.00% | 0 | -61 | -100.0% | -$2,991 | 清仓 |
| — | VIRTUS CONVERTIBLE & INCOME FD COM NEW | $0 | 0.00% | 0 | -196 | -100.0% | -$2,969 | 清仓 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $0 | 0.00% | 0 | -17 | -100.0% | -$2,950 | 清仓 |
| RCI | ROGERS COMMUNICATIONS INCORPORATED CLASS B | $0 | 0.00% | 0 | -77 | -100.0% | -$2,905 | 清仓 |
| — | VINCI S A ADR | $0 | 0.00% | 0 | -81 | -100.0% | -$2,855 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -13 | -100.0% | -$2,775 | 清仓 |
| — | ENGIE SA SPONS ADR | $0 | 0.00% | 0 | -105 | -100.0% | -$2,764 | 清仓 |
| PICK | ISHARES INCORPORATED MSCI GBL ETF NEW | $0 | 0.00% | 0 | -53 | -100.0% | -$2,721 | 清仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $0 | 0.00% | 0 | -82 | -100.0% | -$2,690 | 清仓 |
| HUBB | HUBBELL INCORPORATED | $0 | 0.00% | 0 | -6 | -100.0% | -$2,665 | 清仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $0 | 0.00% | 0 | -24 | -100.0% | -$2,663 | 清仓 |