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 |
|---|---|---|---|---|---|---|---|---|
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -132 | -100.0% | -$2.37万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -96 | -100.0% | -$2.34万 | 清仓 |
| NNN | NNN REIT INC REIT | $0 | 0.00% | 0 | -554 | -100.0% | -$2.33万 | 清仓 |
| KEY | KEYCORP NEW | $0 | 0.00% | 0 | -1,160 | -100.0% | -$2.33万 | 清仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -746 | -100.0% | -$2.29万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -168 | -100.0% | -$2.28万 | 清仓 |
| SNEX | STONEX GROUP INC | $0 | 0.00% | 0 | -278 | -100.0% | -$2.24万 | 清仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $0 | 0.00% | 0 | -764 | -100.0% | -$2.22万 | 清仓 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -952 | -100.0% | -$2.21万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -284 | -100.0% | -$2.14万 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -244 | -100.0% | -$2.14万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$2.12万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -2,218 | -100.0% | -$2.11万 | 清仓 |
| JCI | JOHNSON CONTROLS INT F | $0 | 0.00% | 0 | -160 | -100.0% | -$2.10万 | 清仓 |
| — | CION INVT CORP | $0 | 0.00% | 0 | -3,061 | -100.0% | -$2.09万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY COR | $0 | 0.00% | 0 | -53 | -100.0% | -$2.09万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -294 | -100.0% | -$2.08万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$2.07万 | 清仓 |
| CRH | CRH PUBLIC LIMITED CO F | $0 | 0.00% | 0 | -197 | -100.0% | -$2.07万 | 清仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -322 | -100.0% | -$2.06万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -288 | -100.0% | -$2.00万 | 清仓 |
| ESAB | ESAB CORP | $0 | 0.00% | 0 | -206 | -100.0% | -$1.99万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -1,170 | -100.0% | -$1.99万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -820 | -100.0% | -$1.98万 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -766 | -100.0% | -$1.98万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -417 | -100.0% | -$1.98万 | 清仓 |
| S | SENTINELONE INC CLASS CLASS A | $0 | 0.00% | 0 | -1,529 | -100.0% | -$1.97万 | 清仓 |
| STK | COLUMBIA SELIGMAN PREMIU | $0 | 0.00% | 0 | -518 | -100.0% | -$1.96万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $0 | 0.00% | 0 | -99 | -100.0% | -$1.96万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -1,239 | -100.0% | -$1.95万 | 清仓 |
| CNH | CNH INDL N V F | $0 | 0.00% | 0 | -1,769 | -100.0% | -$1.95万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -309 | -100.0% | -$1.91万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -137 | -100.0% | -$1.91万 | 清仓 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $0 | 0.00% | 0 | -599 | -100.0% | -$1.87万 | 清仓 |
| ITA | ISHARES U.S. AEROSPACE &DEFENSE ETF | $0 | 0.00% | 0 | -85 | -100.0% | -$1.86万 | 清仓 |
| SM | SM ENERGY CO | $0 | 0.00% | 0 | -586 | -100.0% | -$1.83万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS I | $0 | 0.00% | 0 | -652 | -100.0% | -$1.81万 | 清仓 |
| IVZ | INVESCO LTD F | $0 | 0.00% | 0 | -739 | -100.0% | -$1.79万 | 清仓 |
| VIR | VIR BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -1,968 | -100.0% | -$1.76万 | 清仓 |
| DRS | LEONARDO DRS INC | $0 | 0.00% | 0 | -393 | -100.0% | -$1.75万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -225 | -100.0% | -$1.74万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -614 | -100.0% | -$1.72万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -223 | -100.0% | -$1.72万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -399 | -100.0% | -$1.71万 | 清仓 |
| BAC | BANK OF AMERICA CORP | $0 | 0.00% | 0 | -350 | -100.0% | -$1.71万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS ICLASS A | $0 | 0.00% | 0 | -79 | -100.0% | -$1.71万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -160 | -100.0% | -$1.69万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -106 | -100.0% | -$1.68万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT REIT | $0 | 0.00% | 0 | -594 | -100.0% | -$1.66万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -71 | -100.0% | -$1.64万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC REIT | $0 | 0.00% | 0 | -133 | -100.0% | -$1.62万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -408 | -100.0% | -$1.60万 | 清仓 |
| UTL | UNITIL CORP | $0 | 0.00% | 0 | -300 | -100.0% | -$1.57万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -367 | -100.0% | -$1.55万 | 清仓 |
| LEN | LENNAR CORP CLASS A | $0 | 0.00% | 0 | -178 | -100.0% | -$1.55万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -91 | -100.0% | -$1.54万 | 清仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -250 | -100.0% | -$1.53万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -329 | -100.0% | -$1.51万 | 清仓 |
| NTR | NUTRIEN LTD F | $0 | 0.00% | 0 | -200 | -100.0% | -$1.51万 | 清仓 |
| AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$1.50万 | 清仓 |
| VICI | VICI PPTYS INC REIT | $0 | 0.00% | 0 | -545 | -100.0% | -$1.49万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTION | $0 | 0.00% | 0 | -2,464 | -100.0% | -$1.48万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -101 | -100.0% | -$1.47万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -81 | -100.0% | -$1.46万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -4,247 | -100.0% | -$1.46万 | 清仓 |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -200 | -100.0% | -$1.45万 | 清仓 |
| MDB | MONGODB INC CLASS CLASS A | $0 | 0.00% | 0 | -59 | -100.0% | -$1.44万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -347 | -100.0% | -$1.44万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -49 | -100.0% | -$1.43万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -828 | -100.0% | -$1.43万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -377 | -100.0% | -$1.40万 | 清仓 |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETF | $0 | 0.00% | 0 | -165 | -100.0% | -$1.37万 | 清仓 |
| RL | RALPH LAUREN CORP CLASS CLASS A | $0 | 0.00% | 0 | -39 | -100.0% | -$1.34万 | 清仓 |
| DDOG | DATADOG INC CLASS A | $0 | 0.00% | 0 | -113 | -100.0% | -$1.33万 | 清仓 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -77 | -100.0% | -$1.33万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGCLASS CLASS A | $0 | 0.00% | 0 | -230 | -100.0% | -$1.32万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -101 | -100.0% | -$1.30万 | 清仓 |
| — | JANUS HENDERSON GROUP F | $0 | 0.00% | 0 | -253 | -100.0% | -$1.30万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS | $0 | 0.00% | 0 | -192 | -100.0% | -$1.30万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -24 | -100.0% | -$1.29万 | 清仓 |
| GMED | GLOBUS MED INC CLASS CLASS A | $0 | 0.00% | 0 | -150 | -100.0% | -$1.29万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -28 | -100.0% | -$1.29万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -70 | -100.0% | -$1.28万 | 清仓 |
| CNXC | CONCENTRIX | $0 | 0.00% | 0 | -469 | -100.0% | -$1.28万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -175 | -100.0% | -$1.28万 | 清仓 |
| HST | HOST HOTELS & RESORTS IN | $0 | 0.00% | 0 | -658 | -100.0% | -$1.26万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -95 | -100.0% | -$1.25万 | 清仓 |
| GRMN | GARMIN LTD F | $0 | 0.00% | 0 | -54 | -100.0% | -$1.25万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -26 | -100.0% | -$1.25万 | 清仓 |
| FRT | FEDERAL RLTY INVT TR NEWREIT | $0 | 0.00% | 0 | -117 | -100.0% | -$1.24万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -60 | -100.0% | -$1.23万 | 清仓 |
| NVT | NVENT ELEC PLC F | $0 | 0.00% | 0 | -104 | -100.0% | -$1.23万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -88 | -100.0% | -$1.23万 | 清仓 |
| RHI | ROBERT HALF INC | $0 | 0.00% | 0 | -481 | -100.0% | -$1.22万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | -226 | -100.0% | -$1.21万 | 清仓 |
| STWD | STARWOOD PPTY TR INC REIT | $0 | 0.00% | 0 | -700 | -100.0% | -$1.21万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -48 | -100.0% | -$1.19万 | 清仓 |
| SHC | SOTERA HEALTH CO | $0 | 0.00% | 0 | -814 | -100.0% | -$1.17万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -196 | -100.0% | -$1.16万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -82 | -100.0% | -$1.16万 | 清仓 |