Wealth Preservation Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001968434
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EXE | EXPAND ENERGY CORP | $0 | 0.00% | 0 | -379 | -100.0% | -$4.16万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -1,343 | -100.0% | -$4.12万 | 清仓 |
| IRM | IRON MTN INC NEW REIT | $0 | 0.00% | 0 | -401 | -100.0% | -$4.10万 | 清仓 |
| OKLO | OKLO INC CLASS A | $0 | 0.00% | 0 | -821 | -100.0% | -$4.07万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -628 | -100.0% | -$4.03万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -45 | -100.0% | -$4.03万 | 清仓 |
| CHWY | CHEWY INC CLASS CLASS A | $0 | 0.00% | 0 | -1,492 | -100.0% | -$4.03万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -489 | -100.0% | -$4.00万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -535 | -100.0% | -$3.99万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -950 | -100.0% | -$3.96万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -200 | -100.0% | -$3.95万 | 清仓 |
| VIK | VIKING HLDGS LTD F | $0 | 0.00% | 0 | -536 | -100.0% | -$3.94万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -65 | -100.0% | -$3.93万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -171 | -100.0% | -$3.91万 | 清仓 |
| RGA | REINSURANCE GROUP AMER I | $0 | 0.00% | 0 | -191 | -100.0% | -$3.90万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -495 | -100.0% | -$3.84万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -44 | -100.0% | -$3.81万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP | $0 | 0.00% | 0 | -64 | -100.0% | -$3.80万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -70 | -100.0% | -$3.77万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $0 | 0.00% | 0 | -637 | -100.0% | -$3.76万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -625 | -100.0% | -$3.75万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -86 | -100.0% | -$3.72万 | 清仓 |
| SNX | TD SYNNEX CORP | $0 | 0.00% | 0 | -220 | -100.0% | -$3.71万 | 清仓 |
| PB | PROSPERITY BANCSHARES IN | $0 | 0.00% | 0 | -550 | -100.0% | -$3.69万 | 清仓 |
| AXS | AXIS CAPITAL HOLDINGS F | $0 | 0.00% | 0 | -364 | -100.0% | -$3.69万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -276 | -100.0% | -$3.68万 | 清仓 |
| MANH | MANHATTAN ASSOCS INC | $0 | 0.00% | 0 | -275 | -100.0% | -$3.66万 | 清仓 |
| ARMK | ARAMARK | $0 | 0.00% | 0 | -893 | -100.0% | -$3.62万 | 清仓 |
| LRCX | LAM RESH CORP | $0 | 0.00% | 0 | -169 | -100.0% | -$3.61万 | 清仓 |
| OUNZ | VANECK MERK GOLD TRUST | $0 | 0.00% | 0 | -800 | -100.0% | -$3.60万 | 清仓 |
| EQX | EQUINOX GOLD CORP F | $0 | 0.00% | 0 | -2,488 | -100.0% | -$3.60万 | 清仓 |
| TSN | TYSON FOODS INC CLASS CLASS A | $0 | 0.00% | 0 | -555 | -100.0% | -$3.56万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTR FCLASS A | $0 | 0.00% | 0 | -441 | -100.0% | -$3.55万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY | $0 | 0.00% | 0 | -264 | -100.0% | -$3.51万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -556 | -100.0% | -$3.49万 | 清仓 |
| EBAY | EBAY INC | $0 | 0.00% | 0 | -380 | -100.0% | -$3.46万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -476 | -100.0% | -$3.40万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -277 | -100.0% | -$3.40万 | 清仓 |
| CR | CRANE CO | $0 | 0.00% | 0 | -198 | -100.0% | -$3.39万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -343 | -100.0% | -$3.38万 | 清仓 |
| NTNX | NUTANIX INC CLASS A | $0 | 0.00% | 0 | -888 | -100.0% | -$3.38万 | 清仓 |
| — | SEABRIDGE GOLD INC F | $0 | 0.00% | 0 | -1,185 | -100.0% | -$3.36万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -171 | -100.0% | -$3.35万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -102 | -100.0% | -$3.32万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -531 | -100.0% | -$3.31万 | 清仓 |
| — | STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF | $0 | 0.00% | 0 | -387 | -100.0% | -$3.31万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -132 | -100.0% | -$3.29万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -48 | -100.0% | -$3.27万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS I | $0 | 0.00% | 0 | -650 | -100.0% | -$3.26万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -73 | -100.0% | -$3.24万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAMILY S | $0 | 0.00% | 0 | -394 | -100.0% | -$3.24万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS IN | $0 | 0.00% | 0 | -500 | -100.0% | -$3.23万 | 清仓 |
| VTR | VENTAS INC REIT | $0 | 0.00% | 0 | -395 | -100.0% | -$3.23万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL | $0 | 0.00% | 0 | -560 | -100.0% | -$3.16万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -316 | -100.0% | -$3.13万 | 清仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -96 | -100.0% | -$3.08万 | 清仓 |
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -190 | -100.0% | -$3.05万 | 清仓 |
| NYT | NEW YORK TIMES CO CLASS CLASS A | $0 | 0.00% | 0 | -363 | -100.0% | -$3.04万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -430 | -100.0% | -$3.04万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTION | $0 | 0.00% | 0 | -185 | -100.0% | -$3.01万 | 清仓 |
| AON | AON PLC FCLASS CLASS A | $0 | 0.00% | 0 | -93 | -100.0% | -$3.00万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -318 | -100.0% | -$2.97万 | 清仓 |
| WELL | WELLTOWER INC REIT | $0 | 0.00% | 0 | -150 | -100.0% | -$2.97万 | 清仓 |
| CARR | CARRIER GLOBAL CORP | $0 | 0.00% | 0 | -524 | -100.0% | -$2.95万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -294 | -100.0% | -$2.94万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC CLASS A | $0 | 0.00% | 0 | -178 | -100.0% | -$2.94万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $0 | 0.00% | 0 | -1,234 | -100.0% | -$2.94万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -542 | -100.0% | -$2.92万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -53 | -100.0% | -$2.88万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -173 | -100.0% | -$2.86万 | 清仓 |
| AR | ANTERO RES CORP | $0 | 0.00% | 0 | -667 | -100.0% | -$2.83万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -247 | -100.0% | -$2.82万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -852 | -100.0% | -$2.79万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -182 | -100.0% | -$2.79万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW REIT | $0 | 0.00% | 0 | -161 | -100.0% | -$2.78万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -130 | -100.0% | -$2.73万 | 清仓 |
| — | BHP GROUP LTD ORDF | $0 | 0.00% | 0 | -783 | -100.0% | -$2.72万 | 清仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$2.70万 | 清仓 |
| PR | PERMIAN RES CORP CLASS CLASS A | $0 | 0.00% | 0 | -1,260 | -100.0% | -$2.69万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -925 | -100.0% | -$2.68万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE FCLASS A | $0 | 0.00% | 0 | -670 | -100.0% | -$2.67万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -110 | -100.0% | -$2.63万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -121 | -100.0% | -$2.62万 | 清仓 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $0 | 0.00% | 0 | -216 | -100.0% | -$2.62万 | 清仓 |
| RF | REGIONS FINL CORP NEW | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.61万 | 清仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -759 | -100.0% | -$2.58万 | 清仓 |
| TW | TRADEWEB MKTS INC CLASS CLASS A | $0 | 0.00% | 0 | -218 | -100.0% | -$2.56万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD F | $0 | 0.00% | 0 | -917 | -100.0% | -$2.54万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -112 | -100.0% | -$2.53万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -134 | -100.0% | -$2.53万 | 清仓 |
| BKNG | BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $0 | 0.00% | 0 | -150 | -100.0% | -$2.53万 | 清仓 |
| VEEV | VEEVA SYS INC CLASS CLASS A | $0 | 0.00% | 0 | -143 | -100.0% | -$2.51万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $0 | 0.00% | 0 | -88 | -100.0% | -$2.48万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -218 | -100.0% | -$2.47万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW CLASS A | $0 | 0.00% | 0 | -1,136 | -100.0% | -$2.46万 | 清仓 |
| SYF | SYNCHRONY FINL | $0 | 0.00% | 0 | -359 | -100.0% | -$2.44万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -99 | -100.0% | -$2.42万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -38 | -100.0% | -$2.41万 | 清仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $0 | 0.00% | 0 | -500 | -100.0% | -$2.41万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -46 | -100.0% | -$2.40万 | 清仓 |