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 |
|---|---|---|---|---|---|---|---|---|
| — | DANONE SPONSORED ADR | $0 | 0.00% | 0 | -145 | -100.0% | -$2,615 | 清仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$2,584 | 清仓 |
| TM | TOYOTA MOTOR CORPORATION ADS | $0 | 0.00% | 0 | -12 | -100.0% | -$2,569 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $0 | 0.00% | 0 | -484 | -100.0% | -$2,565 | 清仓 |
| — | RECKITT BENCK GRP SPONSORED ADR | $0 | 0.00% | 0 | -157 | -100.0% | -$2,535 | 清仓 |
| — | FUJITSU LIMITED UNSPONSORED ADR | $0 | 0.00% | 0 | -91 | -100.0% | -$2,513 | 清仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $0 | 0.00% | 0 | -29 | -100.0% | -$2,502 | 清仓 |
| — | WOLTERS KLUWER N V SPONSORED ADR | $0 | 0.00% | 0 | -24 | -100.0% | -$2,490 | 清仓 |
| — | INTERTEK GROUP PLC ADR | $0 | 0.00% | 0 | -40 | -100.0% | -$2,489 | 清仓 |
| NSRGY | NESTLE S A SPONSORED ADR | $0 | 0.00% | 0 | -25 | -100.0% | -$2,470 | 清仓 |
| WTRG | ESSENTIAL UTILS INCORPORATED | $0 | 0.00% | 0 | -63 | -100.0% | -$2,417 | 清仓 |
| KB | KB FINL GROUP INCORPORATED SPONSORED ADR | $0 | 0.00% | 0 | -28 | -100.0% | -$2,409 | 清仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $0 | 0.00% | 0 | -15 | -100.0% | -$2,399 | 清仓 |
| — | KONINKLIJKE KPN NV SPONSORED ADR | $0 | 0.00% | 0 | -512 | -100.0% | -$2,391 | 清仓 |
| — | AMADEUS IT GROUP S A UNSPONSORED ADS | $0 | 0.00% | 0 | -32 | -100.0% | -$2,362 | 清仓 |
| RELX | RELX PLC SPONSORED ADR | $0 | 0.00% | 0 | -58 | -100.0% | -$2,344 | 清仓 |
| — | CRODA INTERNATIONAL PLC UNSPONSORD ADR | $0 | 0.00% | 0 | -129 | -100.0% | -$2,338 | 清仓 |
| — | UNICREDIT SPA UNSPONSORD ADR | $0 | 0.00% | 0 | -56 | -100.0% | -$2,332 | 清仓 |
| — | ITOCHU CORPORATION SPON ADR | $0 | 0.00% | 0 | -190 | -100.0% | -$2,324 | 清仓 |
| — | LVMH MOET HENNESSY LOU VUITTON ADR | $0 | 0.00% | 0 | -15 | -100.0% | -$2,273 | 清仓 |
| — | TRASMISSIONE ELETTRICITA RETE UNSPONSORED ADR | $0 | 0.00% | 0 | -71 | -100.0% | -$2,265 | 清仓 |
| MTN | VAIL RESORTS INCORPORATED | $0 | 0.00% | 0 | -17 | -100.0% | -$2,258 | 清仓 |
| FNB | F N B CORPORATION | $0 | 0.00% | 0 | -130 | -100.0% | -$2,224 | 清仓 |
| TRP | TC ENERGY CORPORATION | $0 | 0.00% | 0 | -40 | -100.0% | -$2,200 | 清仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $0 | 0.00% | 0 | -93 | -100.0% | -$2,198 | 清仓 |
| ATR | APTARGROUP INCORPORATED | $0 | 0.00% | 0 | -18 | -100.0% | -$2,195 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE INCORPORATED | $0 | 0.00% | 0 | -14 | -100.0% | -$2,195 | 清仓 |
| — | TOKYO ELECTRON LIMITED UNSPON ADR | $0 | 0.00% | 0 | -20 | -100.0% | -$2,190 | 清仓 |
| — | PALADIN ENERGY LIMITED SHS NEW | $0 | 0.00% | 0 | -336 | -100.0% | -$2,149 | 清仓 |
| — | CSG SYSTEMS INTERNATIONAL INCORPORATED | $0 | 0.00% | 0 | -28 | -100.0% | -$2,147 | 清仓 |
| J | JACOBS SOLUTIONS INCORPORATED | $0 | 0.00% | 0 | -16 | -100.0% | -$2,119 | 清仓 |
| — | HITACHI LIMITED ADR 2 COM | $0 | 0.00% | 0 | -66 | -100.0% | -$2,064 | 清仓 |
| — | CARLSBERG AS SPONSORED ADR | $0 | 0.00% | 0 | -78 | -100.0% | -$2,049 | 清仓 |
| STLD | STEEL DYNAMICS INCORPORATED | $0 | 0.00% | 0 | -12 | -100.0% | -$2,033 | 清仓 |
| RBLX | ROBLOX CORPORATION CLASS A | $0 | 0.00% | 0 | -25 | -100.0% | -$2,026 | 清仓 |
| RS | RELIANCE INCORPORATED | $0 | 0.00% | 0 | -7 | -100.0% | -$2,022 | 清仓 |
| LDOS | LEIDOS HOLDINGS INCORPORATED | $0 | 0.00% | 0 | -11 | -100.0% | -$1,984 | 清仓 |
| CVE | CENOVUS ENERGY INCORPORATED | $0 | 0.00% | 0 | -116 | -100.0% | -$1,963 | 清仓 |
| VALE | VALE S A SPONSORED ADS | $0 | 0.00% | 0 | -150 | -100.0% | -$1,955 | 清仓 |
| — | ESSILOR LUXOTTICA UNSPONSORED ADR | $0 | 0.00% | 0 | -12 | -100.0% | -$1,902 | 清仓 |
| ULS | UL SOLUTIONS INCORPORATED CLASS A COM SHS | $0 | 0.00% | 0 | -24 | -100.0% | -$1,893 | 清仓 |
| PNW | PINNACLE WEST CAP CORPORATION | $0 | 0.00% | 0 | -21 | -100.0% | -$1,863 | 清仓 |
| — | NINTENDO LIMITED UNSPON ADS | $0 | 0.00% | 0 | -106 | -100.0% | -$1,791 | 清仓 |
| UAL | UNITED AIRLS HLDGS INCORPORATED | $0 | 0.00% | 0 | -16 | -100.0% | -$1,789 | 清仓 |
| CNQ | CANADIAN NAT RES LIMITED | $0 | 0.00% | 0 | -52 | -100.0% | -$1,760 | 清仓 |
| UNF | UNIFIRST CORPORATION MASS | $0 | 0.00% | 0 | -9 | -100.0% | -$1,736 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $0 | 0.00% | 0 | -86 | -100.0% | -$1,695 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $0 | 0.00% | 0 | -20 | -100.0% | -$1,640 | 清仓 |
| — | SELECT MED HLDGS CORPORATION | $0 | 0.00% | 0 | -108 | -100.0% | -$1,598 | 清仓 |
| ALLE | ALLEGION PLC ORD SHS | $0 | 0.00% | 0 | -10 | -100.0% | -$1,592 | 清仓 |
| AJG | GALLAGHER ARTHUR J & COMPANY | $0 | 0.00% | 0 | -6 | -100.0% | -$1,553 | 清仓 |
| APTV | APTIV PLC COM SHS | $0 | 0.00% | 0 | -20 | -100.0% | -$1,522 | 清仓 |
| LH | LABCORP HOLDINGS INCORPORATED COM SHS | $0 | 0.00% | 0 | -6 | -100.0% | -$1,505 | 清仓 |
| — | GALAXY ENTERTAINMENT GROUP LIMITED UNSPONSORED ADR | $0 | 0.00% | 0 | -61 | -100.0% | -$1,502 | 清仓 |
| — | SHIN ETSU CHEMICAL COMPANY LIMITED ADR | $0 | 0.00% | 0 | -95 | -100.0% | -$1,477 | 清仓 |
| — | HONG KONG EXCHANGES & CLEARING UNSPONSORED ADR | $0 | 0.00% | 0 | -28 | -100.0% | -$1,466 | 清仓 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $0 | 0.00% | 0 | -7 | -100.0% | -$1,455 | 清仓 |
| — | EVOLUTION AB ADR | $0 | 0.00% | 0 | -21 | -100.0% | -$1,435 | 清仓 |
| — | CIE GENERALE DES ETABLISSEMENT UNSPONSORD ADR | $0 | 0.00% | 0 | -81 | -100.0% | -$1,347 | 清仓 |
| SLB | SLB LIMITED COM STK | $0 | 0.00% | 0 | -35 | -100.0% | -$1,343 | 清仓 |
| — | MARTIN MIDSTREAM PRTNRS L P UNIT L P INT | $0 | 0.00% | 0 | -500 | -100.0% | -$1,305 | 清仓 |
| TRN | TRINITY INDUSTRIES INCORPORATED | $0 | 0.00% | 0 | -46 | -100.0% | -$1,216 | 清仓 |
| CCI | CROWN CASTLE INCORPORATED REIT | $0 | 0.00% | 0 | -13 | -100.0% | -$1,155 | 清仓 |
| UCO | PROSHARES ULTRA BLOOMBERG CRUDE OIL | $0 | 0.00% | 0 | -57 | -100.0% | -$1,101 | 清仓 |
| CL | COLGATE PALMOLIVE COMPANY | $0 | 0.00% | 0 | -13 | -100.0% | -$1,027 | 清仓 |
| HTZ | HERTZ GLOBAL HLDGS INCORPORATED COM NEW | $0 | 0.00% | 0 | -192 | -100.0% | -$987 | 清仓 |
| — | LONGFOR GROUP HLDGS LIMITED UNSPONSORED ADR | $0 | 0.00% | 0 | -59 | -100.0% | -$649 | 清仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$531 | 清仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$458 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP | $0 | 0.00% | 0 | -30 | -100.0% | -$397 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | $0 | 0.00% | 0 | -60 | -100.0% | -$310 | 清仓 |
| BAX | BAXTER INTERNATIONAL INCORPORATED | $0 | 0.00% | 0 | -13 | -100.0% | -$248 | 清仓 |
| — | ECA MARCELLUS TR I COM UNIT | $0 | 0.00% | 0 | -500 | -100.0% | -$246 | 清仓 |
| KTB | KONTOOR BRANDS INCORPORATED | $0 | 0.00% | 0 | -2 | -100.0% | -$122 | 清仓 |
| MICC | MAGNUM ICE CREAM COMPANY NV ORD SHS | $0 | 0.00% | 0 | -7 | -100.0% | -$111 | 清仓 |
| — | F3 URANIUM CORPORATION | $0 | 0.00% | 0 | -781 | -100.0% | -$85 | 清仓 |
| — | VOLKSWAGEN AG UNSPONSRED ADR | $0 | 0.00% | 0 | -6 | -100.0% | -$74 | 清仓 |
| — | F4 URANIUM CORPORATION | $0 | 0.00% | 0 | -78 | -100.0% | -$4 | 清仓 |
| — | RICEBRAN TECHNOLOGIES | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| — | TREES CORP | $0 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | FERNHILL BEVERAGE INC | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BANKS IS GOLD LIMITED | $0 | 0.00% | 0 | -42,272 | -100.0% | — | 清仓 |
| — | POSEIDON CONCEPTS CORP F | $0 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | MARKFORGED HLDG CORP EQUCORP ACT EXP: 04/27/26 | $0 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | EWELLNESS HEALTHCARE COR | $0 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | CANNABIST CO HLDG 27 WTFWARRANTS EXP 05/29/27 | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ALEAFIA HEALTH INC F | $0 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | GCI LIBERTY INC XXXESC PEND POSS FUTR DISTR | $0 | 0.00% | 0 | -661 | -100.0% | — | 清仓 |
| — | ZAP COM NEW | $0 | 0.00% | 0 | -2,690 | -100.0% | — | 清仓 |
| — | MEDMEN ENTERPRISES INC FCLASS B | $0 | 0.00% | 1,234 | 0 | 0.0% | — | 不变 |
| — | AMPIO PHARMACEUTICALS INCORPORATED | $0 | 0.00% | 0 | -6 | -100.0% | — | 清仓 |
| — | TREEHOUSE FOODS INC XXXPENDING POSSIBLE PAYMENTEFF: 02/11/2026 | $0 | 0.00% | 150 | 150 | — | — | 新建仓 |