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 |
|---|---|---|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | $3.95万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HLDGS LTD F | $3.94万 | 0.03% | 536 | 536 | — | $3.94万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $3.93万 | 0.03% | 65 | 51 | 364.3% | $3.08万 | 加仓 |
| FIVE | FIVE BELOW INC | $3.91万 | 0.03% | 171 | 171 | — | $3.91万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER I | $3.90万 | 0.03% | 191 | 191 | — | $3.90万 | 新建仓 |
| CSCO | CISCO SYS INC | $3.84万 | 0.03% | 495 | -157 | -24.1% | -$1.22万 | 减仓 |
| MCK | MCKESSON CORP | $3.81万 | 0.03% | 44 | 38 | 633.3% | $3.29万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP | $3.80万 | 0.03% | 64 | 64 | — | $3.80万 | 新建仓 |
| CMI | CUMMINS INC | $3.77万 | 0.03% | 70 | -62 | -47.0% | -$3.34万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $3.76万 | 0.03% | 637 | -121 | -16.0% | -$7,143 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $3.75万 | 0.03% | 625 | 425 | 212.5% | $2.55万 | 加仓 |
| INTU | INTUIT | $3.72万 | 0.03% | 86 | 86 | — | $3.72万 | 新建仓 |
| SNX | TD SYNNEX CORP | $3.71万 | 0.03% | 220 | 220 | — | $3.71万 | 新建仓 |
| PB | PROSPERITY BANCSHARES IN | $3.69万 | 0.03% | 550 | 550 | — | $3.69万 | 新建仓 |
| AXS | AXIS CAPITAL HOLDINGS F | $3.69万 | 0.03% | 364 | 294 | 420.0% | $2.98万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $3.68万 | 0.03% | 276 | 276 | — | $3.68万 | 新建仓 |
| MANH | MANHATTAN ASSOCS INC | $3.66万 | 0.03% | 275 | 275 | — | $3.66万 | 新建仓 |
| ARMK | ARAMARK | $3.62万 | 0.03% | 893 | 893 | — | $3.62万 | 新建仓 |
| LRCX | LAM RESH CORP | $3.61万 | 0.03% | 169 | 132 | 356.8% | $2.82万 | 加仓 |
| OUNZ | VANECK MERK GOLD TRUST | $3.60万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| EQX | EQUINOX GOLD CORP F | $3.60万 | 0.03% | 2,488 | -9,000 | -78.3% | -$13.01万 | 减仓 |
| TSN | TYSON FOODS INC CLASS CLASS A | $3.56万 | 0.03% | 555 | 555 | — | $3.56万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTR FCLASS A | $3.55万 | 0.03% | 441 | 390 | 764.7% | $3.14万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY | $3.51万 | 0.03% | 264 | 264 | — | $3.51万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3.49万 | 0.03% | 556 | 556 | — | $3.49万 | 新建仓 |
| EBAY | EBAY INC | $3.46万 | 0.03% | 380 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $3.40万 | 0.03% | 476 | 476 | — | $3.40万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $3.40万 | 0.03% | 277 | 257 | 1,285.0% | $3.16万 | 加仓 |
| CR | CRANE CO | $3.39万 | 0.03% | 198 | 198 | — | $3.39万 | 新建仓 |
| MHK | MOHAWK INDS INC | $3.38万 | 0.03% | 343 | 343 | — | $3.38万 | 新建仓 |
| NTNX | NUTANIX INC CLASS A | $3.38万 | 0.03% | 888 | 888 | — | $3.38万 | 新建仓 |
| — | SEABRIDGE GOLD INC F | $3.36万 | 0.03% | 1,185 | -9,144 | -88.5% | -$25.91万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $3.35万 | 0.03% | 171 | -262 | -60.5% | -$5.14万 | 减仓 |
| BURL | BURLINGTON STORES INC | $3.32万 | 0.03% | 102 | 102 | — | $3.32万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $3.31万 | 0.03% | 531 | 531 | — | $3.31万 | 新建仓 |
| — | STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF | $3.31万 | 0.03% | 387 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $3.29万 | 0.03% | 132 | 132 | — | $3.29万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $3.27万 | 0.03% | 48 | 48 | — | $3.27万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS I | $3.26万 | 0.03% | 650 | -2,039 | -75.8% | -$10.24万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $3.24万 | 0.03% | 73 | 13 | 21.7% | $5,777 | 加仓 |
| BFAM | BRIGHT HORIZONS FAMILY S | $3.24万 | 0.03% | 394 | 394 | — | $3.24万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS IN | $3.23万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC REIT | $3.23万 | 0.03% | 395 | 395 | — | $3.23万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL | $3.16万 | 0.03% | 560 | 560 | — | $3.16万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.13万 | 0.03% | 316 | 207 | 189.9% | $2.05万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $3.08万 | 0.03% | 96 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $3.05万 | 0.03% | 190 | 190 | — | $3.05万 | 新建仓 |
| NYT | NEW YORK TIMES CO CLASS CLASS A | $3.04万 | 0.03% | 363 | 363 | — | $3.04万 | 新建仓 |
| MET | METLIFE INC | $3.04万 | 0.03% | 430 | 256 | 147.1% | $1.81万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTION | $3.01万 | 0.02% | 185 | 185 | — | $3.01万 | 新建仓 |
| AON | AON PLC FCLASS CLASS A | $3.00万 | 0.02% | 93 | 83 | 830.0% | $2.68万 | 加仓 |
| TTC | TORO CO | $2.97万 | 0.02% | 318 | 277 | 675.6% | $2.59万 | 加仓 |
| WELL | WELLTOWER INC REIT | $2.97万 | 0.02% | 150 | -31 | -17.1% | -$6,129 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $2.95万 | 0.02% | 524 | -2,146 | -80.4% | -$12.08万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $2.94万 | 0.02% | 294 | 294 | — | $2.94万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC CLASS A | $2.94万 | 0.02% | 178 | 177 | 17,700.0% | $2.92万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $2.94万 | 0.02% | 1,234 | 516 | 71.9% | $1.23万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $2.92万 | 0.02% | 542 | 542 | — | $2.92万 | 新建仓 |
| RBC | RBC BEARINGS INC | $2.88万 | 0.02% | 53 | 53 | — | $2.88万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $2.86万 | 0.02% | 173 | 35 | 25.4% | $5,787 | 加仓 |
| NOW | SERVICENOW INC | $2.84万 | 0.02% | 272 | -1,928 | -87.6% | -$20.16万 | 减仓 |
| AR | ANTERO RES CORP | $2.83万 | 0.02% | 667 | 667 | — | $2.83万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $2.82万 | 0.02% | 247 | 247 | — | $2.82万 | 新建仓 |
| CNC | CENTENE CORP DEL | $2.79万 | 0.02% | 852 | 852 | — | $2.79万 | 新建仓 |
| WEX | WEX INC | $2.79万 | 0.02% | 182 | 182 | — | $2.79万 | 新建仓 |
| AMT | AMERICAN TOWER CORP NEW REIT | $2.78万 | 0.02% | 161 | 126 | 360.0% | $2.17万 | 加仓 |
| PODD | INSULET CORP | $2.73万 | 0.02% | 130 | 130 | — | $2.73万 | 新建仓 |
| — | BHP GROUP LTD ORDF | $2.72万 | 0.02% | 783 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $2.70万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RES CORP CLASS CLASS A | $2.69万 | 0.02% | 1,260 | 1,260 | — | $2.69万 | 新建仓 |
| T | AT&T INC | $2.68万 | 0.02% | 925 | -1,530 | -62.3% | -$4.44万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE FCLASS A | $2.67万 | 0.02% | 670 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $2.63万 | 0.02% | 110 | 110 | — | $2.63万 | 新建仓 |
| ROST | ROSS STORES INC | $2.62万 | 0.02% | 121 | 121 | — | $2.62万 | 新建仓 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $2.62万 | 0.02% | 216 | 216 | — | $2.62万 | 新建仓 |
| RF | REGIONS FINL CORP NEW | $2.61万 | 0.02% | 1,000 | -1,687 | -62.8% | -$4.41万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $2.58万 | 0.02% | 759 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC CLASS CLASS A | $2.56万 | 0.02% | 218 | 218 | — | $2.56万 | 新建仓 |
| USB | US BANCORP DEL | $2.56万 | 0.02% | 492 | -4,677 | -90.5% | -$24.33万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD F | $2.54万 | 0.02% | 917 | 917 | — | $2.54万 | 新建仓 |
| — | HONEYWELL INTL INC | $2.53万 | 0.02% | 112 | 77 | 220.0% | $1.74万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $2.53万 | 0.02% | 134 | 126 | 1,575.0% | $2.38万 | 加仓 |
| BKNG | BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $2.53万 | 0.02% | 6 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CLASS CLASS A | $2.51万 | 0.02% | 143 | 143 | — | $2.51万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $2.48万 | 0.02% | 88 | 74 | 528.6% | $2.09万 | 加仓 |
| C | CITIGROUP INC | $2.47万 | 0.02% | 218 | 218 | — | $2.47万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW CLASS A | $2.46万 | 0.02% | 1,136 | 1,136 | — | $2.46万 | 新建仓 |
| SYF | SYNCHRONY FINL | $2.44万 | 0.02% | 359 | 359 | — | $2.44万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $2.42万 | 0.02% | 99 | -421 | -81.0% | -$10.29万 | 减仓 |
| SNDK | SANDISK CORP | $2.41万 | 0.02% | 38 | 38 | — | $2.41万 | 新建仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $2.41万 | 0.02% | 500 | -100 | -16.7% | -$4,818 | 减仓 |
| ULTA | ULTA BEAUTY INC | $2.40万 | 0.02% | 46 | 46 | — | $2.40万 | 新建仓 |
| ALB | ALBEMARLE CORP | $2.37万 | 0.02% | 132 | 90 | 214.3% | $1.62万 | 加仓 |
| HUBS | HUBSPOT INC | $2.34万 | 0.02% | 96 | 96 | — | $2.34万 | 新建仓 |
| NNN | NNN REIT INC REIT | $2.33万 | 0.02% | 554 | 554 | — | $2.33万 | 新建仓 |
| KEY | KEYCORP NEW | $2.33万 | 0.02% | 1,160 | 1,160 | — | $2.33万 | 新建仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $2.29万 | 0.02% | 746 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $2.28万 | 0.02% | 168 | 22 | 15.1% | $2,991 | 加仓 |
| SNEX | STONEX GROUP INC | $2.24万 | 0.02% | 278 | 187 | 205.5% | $1.51万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $2.22万 | 0.02% | 764 | 0 | 0.0% | — | 不变 |