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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD F | $9.81万 | 0.08% | 301 | -35 | -10.4% | -$1.14万 | 减仓 |
| PCG | PG&E CORP | $9.74万 | 0.08% | 5,542 | 5,542 | — | $9.74万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $9.71万 | 0.08% | 493 | -20 | -3.9% | -$3,937 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $9.62万 | 0.08% | 600 | -120 | -16.7% | -$1.92万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $9.44万 | 0.08% | 1,452 | 320 | 28.3% | $2.08万 | 加仓 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9.31万 | 0.08% | 4,500 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $9.31万 | 0.08% | 350 | 45 | 14.8% | $1.20万 | 加仓 |
| COKE | COCA COLA CONSOLIDAT | $9.30万 | 0.08% | 485 | -188 | -27.9% | -$3.60万 | 减仓 |
| SOUN | SOUNDHOUND AI INC CLASS A | $9.18万 | 0.08% | 13,360 | 13,360 | — | $9.18万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $9.17万 | 0.08% | 339 | -70 | -17.1% | -$1.89万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $9.11万 | 0.08% | 805 | -3,688 | -82.1% | -$41.72万 | 减仓 |
| OKE | ONEOK INC NEW | $9.04万 | 0.08% | 1,000 | -35 | -3.4% | -$3,164 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $9.01万 | 0.07% | 1,355 | 655 | 93.6% | $4.35万 | 加仓 |
| OGS | ONE GAS INC | $8.92万 | 0.07% | 1,036 | 36 | 3.6% | $3,101 | 加仓 |
| ALLW | STATE STREET BRIDGEWATERALL WEATHER ETF | $8.87万 | 0.07% | 3,073 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8.74万 | 0.07% | 563 | 521 | 1,240.5% | $8.09万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8.68万 | 0.07% | 257 | 176 | 217.3% | $5.95万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS I | $8.61万 | 0.07% | 1,000 | 1,000 | — | $8.61万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $8.55万 | 0.07% | 62 | 62 | — | $8.55万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $8.47万 | 0.07% | 681 | -301 | -30.7% | -$3.74万 | 减仓 |
| RIO | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $8.44万 | 0.07% | 905 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $8.35万 | 0.07% | 1,544 | -40 | -2.5% | -$2,162 | 减仓 |
| CAVA | CAVA GROUP INC | $8.09万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $7.95万 | 0.07% | 5,300 | 5,300 | — | $7.95万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $7.73万 | 0.06% | 453 | -13 | -2.8% | -$2,217 | 减仓 |
| GE | GE AEROSPACE | $7.63万 | 0.06% | 269 | 208 | 341.0% | $5.90万 | 加仓 |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.43万 | 0.06% | 434 | -11 | -2.5% | -$1,883 | 减仓 |
| OWL | BLUE OWL CAP INC CLASS A | $7.40万 | 0.06% | 8,106 | -22,653 | -73.6% | -$20.68万 | 减仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $7.32万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC CLASS A | $7.29万 | 0.06% | 17,700 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $7.18万 | 0.06% | 146 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $7.17万 | 0.06% | 72 | 71 | 7,100.0% | $7.07万 | 加仓 |
| ABT | ABBOTT LABS | $7.13万 | 0.06% | 694 | -2,122 | -75.4% | -$21.79万 | 减仓 |
| TXN | TEXAS INSTRS INC | $7.12万 | 0.06% | 367 | -66 | -15.2% | -$1.28万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7.10万 | 0.06% | 1,848 | -455 | -19.8% | -$1.75万 | 减仓 |
| EME | EMCOR GROUP INC | $6.94万 | 0.06% | 94 | 94 | — | $6.94万 | 新建仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $6.93万 | 0.06% | 2,763 | 4 | 0.1% | $100 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $6.85万 | 0.06% | 1,759 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $6.81万 | 0.06% | 2,032 | 1,758 | 641.6% | $5.89万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $6.71万 | 0.06% | 667 | -1,464 | -68.7% | -$14.73万 | 减仓 |
| B | BARRICK MNG CORP F | $6.64万 | 0.06% | 1,628 | -42 | -2.5% | -$1,713 | 减仓 |
| ABNB | AIRBNB INC CLASS A | $6.63万 | 0.06% | 525 | 525 | — | $6.63万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $6.50万 | 0.05% | 304 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $6.39万 | 0.05% | 76 | -18 | -19.1% | -$1.51万 | 减仓 |
| WPM | WHEATON PRECIOUS METAL F | $6.38万 | 0.05% | 487 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP CLASS CLASS A | $6.37万 | 0.05% | 160 | 0 | 0.0% | — | 不变 |
| HL | HECLA MNG CO | $6.30万 | 0.05% | 3,384 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $6.11万 | 0.05% | 70 | 51 | 268.4% | $4.45万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $5.98万 | 0.05% | 1,017 | 625 | 159.4% | $3.67万 | 加仓 |
| SF | STIFEL FINL CORP | $5.95万 | 0.05% | 805 | 805 | — | $5.95万 | 新建仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $5.94万 | 0.05% | 712 | 2 | 0.3% | $167 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $5.83万 | 0.05% | 83 | 83 | — | $5.83万 | 新建仓 |
| TRV | TRAVELERS COS INC | $5.57万 | 0.05% | 191 | 126 | 193.8% | $3.68万 | 加仓 |
| AG | FIRST MAJESTIC SILVER F | $5.53万 | 0.05% | 2,576 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $5.53万 | 0.05% | 58 | 2 | 3.6% | $1,908 | 加仓 |
| SPGI | S&P GLOBAL INC | $5.53万 | 0.05% | 130 | 129 | 12,900.0% | $5.49万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.50万 | 0.05% | 317 | 317 | — | $5.50万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $5.37万 | 0.04% | 1,100 | -400 | -26.7% | -$1.95万 | 减仓 |
| FDX | FEDEX CORP | $5.34万 | 0.04% | 150 | 139 | 1,263.6% | $4.95万 | 加仓 |
| REGN | REGENERON PHARMACEUTICAL | $5.33万 | 0.04% | 69 | 69 | — | $5.33万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES I | $5.30万 | 0.04% | 402 | 402 | — | $5.30万 | 新建仓 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $5.19万 | 0.04% | 207 | 157 | 314.0% | $3.94万 | 加仓 |
| ITT | ITT INC | $5.09万 | 0.04% | 267 | 267 | — | $5.09万 | 新建仓 |
| TJX | TJX COS INC NEW | $5.06万 | 0.04% | 317 | 239 | 306.4% | $3.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5.02万 | 0.04% | 87 | 5 | 6.1% | $2,886 | 加仓 |
| AGNC | AGNC INVT CORP REIT | $5.01万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $5.00万 | 0.04% | 236 | 236 | — | $5.00万 | 新建仓 |
| EQIX | EQUINIX INC REIT | $5.00万 | 0.04% | 51 | 44 | 628.6% | $4.31万 | 加仓 |
| CPRT | COPART INC | $4.98万 | 0.04% | 1,501 | 1,501 | — | $4.98万 | 新建仓 |
| TER | TERADYNE INC | $4.98万 | 0.04% | 168 | 168 | — | $4.98万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $4.94万 | 0.04% | 144 | 125 | 657.9% | $4.29万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $4.93万 | 0.04% | 299 | 299 | — | $4.93万 | 新建仓 |
| SYK | STRYKER CORP | $4.73万 | 0.04% | 144 | 144 | — | $4.73万 | 新建仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $4.65万 | 0.04% | 996 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $4.64万 | 0.04% | 50 | 5 | 11.1% | $4,636 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $4.63万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP LTD F | $4.62万 | 0.04% | 481 | 481 | — | $4.62万 | 新建仓 |
| CI | THE CIGNA GROUP | $4.61万 | 0.04% | 173 | 164 | 1,822.2% | $4.37万 | 加仓 |
| G | GENPACT LTD F | $4.60万 | 0.04% | 1,235 | 1,235 | — | $4.60万 | 新建仓 |
| SNAP | SNAP INC CLASS CLASS A | $4.60万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $4.60万 | 0.04% | 170 | 170 | — | $4.60万 | 新建仓 |
| RTX | RTX CORP | $4.59万 | 0.04% | 238 | -2,626 | -91.7% | -$50.66万 | 减仓 |
| — | MASIMO CORP | $4.41万 | 0.04% | 248 | 248 | — | $4.41万 | 新建仓 |
| ETN | EATON CORP PLC F | $4.40万 | 0.04% | 123 | -314 | -71.9% | -$11.23万 | 减仓 |
| ET | ENERGY TRANSFER L P LP | $4.37万 | 0.04% | 2,264 | -222 | -8.9% | -$4,285 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $4.30万 | 0.04% | 294 | 119 | 68.0% | $1.74万 | 加仓 |
| GIS | GENERAL MILLS INC | $4.29万 | 0.04% | 1,153 | 1,153 | — | $4.29万 | 新建仓 |
| TMUS | T-MOBILE US INC | $4.24万 | 0.04% | 202 | 130 | 180.6% | $2.73万 | 加仓 |
| BWIN | THE BALDWIN INSURANC A CLASS A | $4.24万 | 0.04% | 1,931 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $4.22万 | 0.04% | 620 | -164 | -20.9% | -$1.12万 | 减仓 |
| EXE | EXPAND ENERGY CORP | $4.16万 | 0.03% | 379 | 364 | 2,426.7% | $4.00万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $4.12万 | 0.03% | 1,343 | 1,343 | — | $4.12万 | 新建仓 |
| IRM | IRON MTN INC NEW REIT | $4.10万 | 0.03% | 401 | 356 | 791.1% | $3.64万 | 加仓 |
| OKLO | OKLO INC CLASS A | $4.07万 | 0.03% | 821 | 821 | — | $4.07万 | 新建仓 |
| BBY | BEST BUY INC | $4.03万 | 0.03% | 628 | 143 | 29.5% | $9,181 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $4.03万 | 0.03% | 45 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CLASS CLASS A | $4.03万 | 0.03% | 1,492 | 1,492 | — | $4.03万 | 新建仓 |
| FTNT | FORTINET INC | $4.00万 | 0.03% | 489 | 489 | — | $4.00万 | 新建仓 |
| GM | GENERAL MTRS CO | $3.99万 | 0.03% | 535 | 535 | — | $3.99万 | 新建仓 |
| DOW | DOW INC | $3.96万 | 0.03% | 950 | 950 | — | $3.96万 | 新建仓 |