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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $2.21万 | 0.02% | 952 | 952 | — | $2.21万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $2.14万 | 0.02% | 284 | 247 | 667.6% | $1.86万 | 加仓 |
| TXT | TEXTRON INC | $2.14万 | 0.02% | 244 | 244 | — | $2.14万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $2.12万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HLDGS INC | $2.11万 | 0.02% | 2,218 | 2,218 | — | $2.11万 | 新建仓 |
| JCI | JOHNSON CONTROLS INT F | $2.10万 | 0.02% | 160 | -458 | -74.1% | -$6.00万 | 减仓 |
| — | CION INVT CORP | $2.09万 | 0.02% | 3,061 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY COR | $2.09万 | 0.02% | 53 | 53 | — | $2.09万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2.08万 | 0.02% | 294 | 294 | — | $2.08万 | 新建仓 |
| ALL | ALLSTATE CORP | $2.07万 | 0.02% | 100 | -11 | -9.9% | -$2,281 | 减仓 |
| CRH | CRH PUBLIC LIMITED CO F | $2.07万 | 0.02% | 197 | 145 | 278.8% | $1.52万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $2.06万 | 0.02% | 322 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $2.00万 | 0.02% | 288 | 288 | — | $2.00万 | 新建仓 |
| ESAB | ESAB CORP | $1.99万 | 0.02% | 206 | 206 | — | $1.99万 | 新建仓 |
| VFC | V F CORP | $1.99万 | 0.02% | 1,170 | 1,155 | 7,700.0% | $1.96万 | 加仓 |
| GAP | GAP INC | $1.98万 | 0.02% | 820 | 820 | — | $1.98万 | 新建仓 |
| CCL | CARNIVAL CORP F | $1.98万 | 0.02% | 766 | 523 | 215.2% | $1.35万 | 加仓 |
| DOCU | DOCUSIGN INC | $1.98万 | 0.02% | 417 | 417 | — | $1.98万 | 新建仓 |
| S | SENTINELONE INC CLASS CLASS A | $1.97万 | 0.02% | 1,529 | 1,529 | — | $1.97万 | 新建仓 |
| STK | COLUMBIA SELIGMAN PREMIU | $1.96万 | 0.02% | 518 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $1.96万 | 0.02% | 99 | 99 | — | $1.96万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $1.95万 | 0.02% | 1,239 | 1,239 | — | $1.95万 | 新建仓 |
| CNH | CNH INDL N V F | $1.95万 | 0.02% | 1,769 | 1,769 | — | $1.95万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $1.91万 | 0.02% | 309 | 309 | — | $1.91万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $1.91万 | 0.02% | 137 | -79 | -36.6% | -$1.10万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $1.87万 | 0.02% | 599 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE &DEFENSE ETF | $1.86万 | 0.02% | 85 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY CO | $1.83万 | 0.02% | 586 | 586 | — | $1.83万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS I | $1.81万 | 0.02% | 652 | 652 | — | $1.81万 | 新建仓 |
| IVZ | INVESCO LTD F | $1.79万 | 0.01% | 739 | 739 | — | $1.79万 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC | $1.76万 | 0.01% | 1,968 | 31 | 1.6% | $278 | 加仓 |
| DRS | LEONARDO DRS INC | $1.75万 | 0.01% | 393 | 393 | — | $1.75万 | 新建仓 |
| — | QORVO INC | $1.74万 | 0.01% | 225 | 225 | — | $1.74万 | 新建仓 |
| PFE | PFIZER INC | $1.72万 | 0.01% | 614 | 302 | 96.8% | $8,480 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1.72万 | 0.01% | 223 | 223 | — | $1.72万 | 新建仓 |
| EXEL | EXELIXIS INC | $1.71万 | 0.01% | 399 | 399 | — | $1.71万 | 新建仓 |
| BAC | BANK OF AMERICA CORP | $1.71万 | 0.01% | 350 | -238 | -40.5% | -$1.16万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS ICLASS A | $1.71万 | 0.01% | 79 | 79 | — | $1.71万 | 新建仓 |
| GPC | GENUINE PARTS CO | $1.69万 | 0.01% | 160 | 119 | 290.2% | $1.26万 | 加仓 |
| IT | GARTNER INC | $1.68万 | 0.01% | 106 | 106 | — | $1.68万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT REIT | $1.66万 | 0.01% | 594 | 594 | — | $1.66万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $1.64万 | 0.01% | 71 | 35 | 97.2% | $8,081 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC REIT | $1.62万 | 0.01% | 133 | 99 | 291.2% | $1.21万 | 加仓 |
| ALLY | ALLY FINL INC | $1.60万 | 0.01% | 408 | 408 | — | $1.60万 | 新建仓 |
| UTL | UNITIL CORP | $1.57万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $1.55万 | 0.01% | 367 | 367 | — | $1.55万 | 新建仓 |
| LEN | LENNAR CORP CLASS A | $1.55万 | 0.01% | 178 | 178 | — | $1.55万 | 新建仓 |
| — | EXXON MOBIL CORP | $1.54万 | 0.01% | 91 | -88 | -49.2% | -$1.49万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1.53万 | 0.01% | 250 | -148 | -37.2% | -$9,066 | 减仓 |
| TFC | TRUIST FINL CORP | $1.51万 | 0.01% | 329 | -323 | -49.5% | -$1.48万 | 减仓 |
| NTR | NUTRIEN LTD F | $1.51万 | 0.01% | 200 | -63 | -24.0% | -$4,754 | 减仓 |
| AAL | AMERICAN AIRLS GROUP INC | $1.50万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC REIT | $1.49万 | 0.01% | 545 | 437 | 404.6% | $1.19万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTION | $1.48万 | 0.01% | 2,464 | 2,464 | — | $1.48万 | 新建仓 |
| ATI | ATI INC | $1.47万 | 0.01% | 101 | 101 | — | $1.47万 | 新建仓 |
| EFX | EQUIFAX INC | $1.46万 | 0.01% | 81 | 81 | — | $1.46万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $1.46万 | 0.01% | 4,247 | 3,632 | 590.6% | $1.25万 | 加仓 |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.45万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CLASS CLASS A | $1.44万 | 0.01% | 59 | 59 | — | $1.44万 | 新建仓 |
| KMX | CARMAX INC | $1.44万 | 0.01% | 347 | 347 | — | $1.44万 | 新建仓 |
| CPAY | CORPAY INC | $1.43万 | 0.01% | 49 | 41 | 512.5% | $1.19万 | 加仓 |
| FMC | FMC CORP | $1.43万 | 0.01% | 828 | 828 | — | $1.43万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.40万 | 0.01% | 377 | 377 | — | $1.40万 | 新建仓 |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETF | $1.37万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP CLASS CLASS A | $1.34万 | 0.01% | 39 | 39 | — | $1.34万 | 新建仓 |
| DDOG | DATADOG INC CLASS A | $1.33万 | 0.01% | 113 | 113 | — | $1.33万 | 新建仓 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $1.33万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGCLASS CLASS A | $1.32万 | 0.01% | 230 | 230 | — | $1.32万 | 新建仓 |
| QCOM | QUALCOMM INC | $1.30万 | 0.01% | 101 | 96 | 1,920.0% | $1.24万 | 加仓 |
| — | JANUS HENDERSON GROUP F | $1.30万 | 0.01% | 253 | 253 | — | $1.30万 | 新建仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS | $1.30万 | 0.01% | 192 | 192 | — | $1.30万 | 新建仓 |
| MSCI | MSCI INC | $1.29万 | 0.01% | 24 | 24 | — | $1.29万 | 新建仓 |
| GMED | GLOBUS MED INC CLASS CLASS A | $1.29万 | 0.01% | 150 | 150 | — | $1.29万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.29万 | 0.01% | 28 | 28 | — | $1.29万 | 新建仓 |
| BIIB | BIOGEN INC | $1.28万 | 0.01% | 70 | 61 | 677.8% | $1.12万 | 加仓 |
| CNXC | CONCENTRIX | $1.28万 | 0.01% | 469 | 469 | — | $1.28万 | 新建仓 |
| UNM | UNUM GROUP | $1.28万 | 0.01% | 175 | -112 | -39.0% | -$8,179 | 减仓 |
| HST | HOST HOTELS & RESORTS IN | $1.26万 | 0.01% | 658 | 658 | — | $1.26万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.25万 | 0.01% | 95 | -68 | -41.7% | -$8,976 | 减仓 |
| GRMN | GARMIN LTD F | $1.25万 | 0.01% | 54 | 54 | — | $1.25万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $1.25万 | 0.01% | 26 | 26 | — | $1.25万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEWREIT | $1.24万 | 0.01% | 117 | 117 | — | $1.24万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $1.23万 | 0.01% | 60 | 60 | — | $1.23万 | 新建仓 |
| NVT | NVENT ELEC PLC F | $1.23万 | 0.01% | 104 | 104 | — | $1.23万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $1.23万 | 0.01% | 88 | 88 | — | $1.23万 | 新建仓 |
| RHI | ROBERT HALF INC | $1.22万 | 0.01% | 481 | 481 | — | $1.22万 | 新建仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $1.22万 | 0.01% | 77 | -1,533 | -95.2% | -$24.31万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $1.21万 | 0.01% | 226 | 226 | — | $1.21万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC REIT | $1.21万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $1.19万 | 0.01% | 48 | 48 | — | $1.19万 | 新建仓 |
| SHC | SOTERA HEALTH CO | $1.17万 | 0.01% | 814 | 814 | — | $1.17万 | 新建仓 |
| BALL | BALL CORP | $1.16万 | 0.01% | 196 | 196 | — | $1.16万 | 新建仓 |
| TPR | TAPESTRY INC | $1.16万 | 0.01% | 82 | 82 | — | $1.16万 | 新建仓 |
| KVUE | KENVUE INC | $1.16万 | 0.01% | 670 | 670 | — | $1.16万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC FCLASS A | $1.14万 | 0.01% | 237 | -13 | -5.2% | -$624 | 减仓 |
| KD | KYNDRYL HLDGS INC | $1.13万 | 0.01% | 862 | 663 | 333.2% | $8,698 | 加仓 |
| MTG | MGIC INVT CORP WIS | $1.13万 | 0.01% | 430 | 430 | — | $1.13万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS IN | $1.13万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INT | $1.12万 | 0.01% | 118 | 118 | — | $1.12万 | 新建仓 |
| GLOB | GLOBANT S A F | $1.11万 | 0.01% | 241 | 241 | — | $1.11万 | 新建仓 |