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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC REIT | $1.11万 | 0.01% | 84 | 84 | — | $1.11万 | 新建仓 |
| WWD | WOODWARD INC | $1.11万 | 0.01% | 31 | 31 | — | $1.11万 | 新建仓 |
| CTVA | CORTEVA INC | $1.10万 | 0.01% | 132 | 132 | — | $1.10万 | 新建仓 |
| MMM | 3M CO | $1.10万 | 0.01% | 76 | 76 | — | $1.10万 | 新建仓 |
| CNM | CORE & MAIN INC CLASS A | $1.09万 | 0.01% | 220 | 220 | — | $1.09万 | 新建仓 |
| MKC | MCCORMICK & CO INC CLASS CLASS N | $1.08万 | 0.01% | 215 | 170 | 377.8% | $8,574 | 加仓 |
| BBWI | BATH & BODY WKS INC | $1.07万 | 0.01% | 572 | 572 | — | $1.07万 | 新建仓 |
| HAL | HALLIBURTON CO | $1.05万 | 0.01% | 269 | 269 | — | $1.05万 | 新建仓 |
| KMPR | KEMPER CORP DEL | $1.05万 | 0.01% | 342 | 342 | — | $1.05万 | 新建仓 |
| AVT | AVNET INC | $1.03万 | 0.01% | 167 | 95 | 131.9% | $5,854 | 加仓 |
| NDAQ | NASDAQ INC | $1.03万 | 0.01% | 121 | 121 | — | $1.03万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES IN | $1.03万 | 0.01% | 1,717 | 1,717 | — | $1.03万 | 新建仓 |
| INGR | INGREDION INC | $1.03万 | 0.01% | 91 | 91 | — | $1.03万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD F | $1.02万 | 0.01% | 369 | 369 | — | $1.02万 | 新建仓 |
| AZO | AUTOZONE INC | $1.01万 | 0.01% | 3 | 2 | 200.0% | $6,755 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $9,950 | 0.01% | 154 | -3 | -1.9% | -$194 | 减仓 |
| RIG | TRANSOCEAN LTD F | $9,706 | 0.01% | 1,464 | 1,464 | — | $9,706 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $9,693 | 0.01% | 181 | 181 | — | $9,693 | 新建仓 |
| TAP | MOLSON COORS BEVERAG B CLASS CLASS B | $9,689 | 0.01% | 225 | 225 | — | $9,689 | 新建仓 |
| SO | SOUTHERN CO | $9,652 | 0.01% | 100 | -131 | -56.7% | -$1.26万 | 减仓 |
| TRU | TRANSUNION | $9,479 | 0.01% | 137 | 137 | — | $9,479 | 新建仓 |
| CDW | CDW CORP | $9,440 | 0.01% | 78 | 78 | — | $9,440 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HL | $9,388 | 0.01% | 102 | 102 | — | $9,388 | 新建仓 |
| TRIP | TRIPADVISOR INC | $9,381 | 0.01% | 880 | 419 | 90.9% | $4,467 | 加仓 |
| CAT | CATERPILLAR INC | $9,210 | 0.01% | 13 | 13 | — | $9,210 | 新建仓 |
| MKSI | MKS INC | $8,963 | 0.01% | 39 | 39 | — | $8,963 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $8,949 | 0.01% | 157 | 157 | — | $8,949 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOL | $8,814 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CLASS CLASS A | $8,460 | 0.01% | 41 | 41 | — | $8,460 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EREIT | $8,402 | 0.01% | 181 | 132 | 269.4% | $6,127 | 重新持有 |
| VLY | VALLEY NATL BANCORP | $8,363 | 0.01% | 681 | 681 | — | $8,363 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $8,199 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CLASS A | $8,108 | 0.01% | 54 | 30 | 125.0% | $4,504 | 加仓 |
| CRC | CALIFORNIA RES CORP | $8,099 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $8,000 | 0.01% | 40 | 40 | — | $8,000 | 新建仓 |
| SYY | SYSCO CORP | $7,989 | 0.01% | 112 | 65 | 138.3% | $4,636 | 加仓 |
| PATH | UIPATH INC CLASS CLASS A | $7,981 | 0.01% | 719 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROU F | $7,980 | 0.01% | 29 | -216 | -88.2% | -$5.94万 | 减仓 |
| — | SUBARU CORP FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $7,980 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC CLASS A | $7,855 | 0.01% | 363 | 363 | — | $7,855 | 新建仓 |
| RPM | RPM INTL INC | $7,853 | 0.01% | 79 | 46 | 139.4% | $4,573 | 加仓 |
| LFUS | LITTELFUSE INC | $7,805 | 0.01% | 23 | 23 | — | $7,805 | 新建仓 |
| ADBE | ADOBE INC | $7,779 | 0.01% | 32 | 32 | — | $7,779 | 新建仓 |
| TRMB | TRIMBLE INC | $7,632 | 0.01% | 117 | 95 | 431.8% | $6,197 | 加仓 |
| ATO | ATMOS ENERGY CORP | $7,574 | 0.01% | 41 | 41 | — | $7,574 | 新建仓 |
| AFG | AMERICAN FINL GROUP INC | $7,535 | 0.01% | 59 | 59 | — | $7,535 | 新建仓 |
| CUBE | CUBESMART REIT | $7,513 | 0.01% | 205 | 205 | — | $7,513 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $7,423 | 0.01% | 38 | 38 | — | $7,423 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $7,254 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC CLASS A | $7,191 | 0.01% | 76 | 76 | — | $7,191 | 新建仓 |
| P | EVERPURE INC CLASS A | $7,085 | 0.01% | 120 | 120 | — | $7,085 | 新建仓 |
| AN | AUTONATION INC | $7,029 | 0.01% | 36 | 29 | 414.3% | $5,662 | 加仓 |
| RSG | REPUBLIC SVCS INC | $7,009 | 0.01% | 32 | 32 | — | $7,009 | 新建仓 |
| IP | INTERNTNL PAPER CO | $6,926 | 0.01% | 194 | 114 | 142.5% | $4,070 | 加仓 |
| FLS | FLOWSERVE CORP | $6,910 | 0.01% | 94 | 94 | — | $6,910 | 新建仓 |
| PGF | INVESCO FINANCIAL PREFERRED ETF | $6,880 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $6,810 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $6,789 | 0.01% | 14 | 14 | — | $6,789 | 新建仓 |
| HUN | HUNTSMAN CORP | $6,775 | 0.01% | 509 | 509 | — | $6,775 | 新建仓 |
| NWSA | NEWS CORP NEW CLASS A | $6,756 | 0.01% | 271 | 271 | — | $6,756 | 新建仓 |
| PENN | PENN ENTMT INC | $6,688 | 0.01% | 445 | 445 | — | $6,688 | 新建仓 |
| SAIA | SAIA INC | $6,674 | 0.01% | 19 | 19 | — | $6,674 | 新建仓 |
| ENB | ENBRIDGE INC F | $6,605 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP NEW | $6,438 | 0.01% | 138 | 138 | — | $6,438 | 新建仓 |
| APPN | APPIAN CORP CLASS A | $6,389 | 0.01% | 265 | 265 | — | $6,389 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIE | $6,368 | 0.01% | 24 | 24 | — | $6,368 | 新建仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $6,349 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $6,112 | 0.01% | 160 | -5,563 | -97.2% | -$21.25万 | 减仓 |
| LEA | LEAR CORP | $6,054 | 0.01% | 50 | 50 | — | $6,054 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS P F | $6,050 | 0.01% | 32 | 32 | — | $6,050 | 新建仓 |
| SIRI | SIRIUSXM HLDGS INC EQUITCLASS EQUITY | $6,047 | 0.01% | 262 | 262 | — | $6,047 | 新建仓 |
| ECG | EVERUS CONSTR GROUP INC | $6,021 | 0.01% | 51 | 51 | — | $6,021 | 新建仓 |
| MOS | THE MOSAIC CO | $5,993 | 0.00% | 235 | 235 | — | $5,993 | 新建仓 |
| WPC | W P CAREY INC REIT | $5,913 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| — | UNITED STATES GASOLINE FUND, LP | $5,890 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC. | $5,885 | 0.00% | 21 | 21 | — | $5,885 | 新建仓 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $5,804 | 0.00% | 59 | 35 | 145.8% | $3,443 | 加仓 |
| RACE | FERRARI N V NEW F | $5,754 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC | $5,702 | 0.00% | 293 | 293 | — | $5,702 | 新建仓 |
| — | TAYLOR DEVICES INC | $5,700 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $5,659 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $5,581 | 0.00% | 42 | 42 | — | $5,581 | 新建仓 |
| HRB | BLOCK H & R INC | $5,428 | 0.00% | 171 | 171 | — | $5,428 | 新建仓 |
| — | OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/27 | $5,363 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $5,277 | 0.00% | 261 | 261 | — | $5,277 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $5,186 | 0.00% | 48 | 48 | — | $5,186 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $5,127 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $5,068 | 0.00% | 103 | 103 | — | $5,068 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $5,059 | 0.00% | 310 | 310 | — | $5,059 | 新建仓 |
| NSP | INSPERITY INC | $5,056 | 0.00% | 187 | 187 | — | $5,056 | 新建仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $5,002 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $4,976 | 0.00% | 25 | -100 | -80.0% | -$1.99万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $4,885 | 0.00% | 50 | -1,025 | -95.3% | -$10.01万 | 减仓 |
| FVRR | FIVERR INTL LTD F | $4,820 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| CBL | CBL & ASSOC PPTYS INC | $4,804 | 0.00% | 125 | -40 | -24.2% | -$1,537 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $4,802 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CLASS A | $4,713 | 0.00% | 35 | 35 | — | $4,713 | 新建仓 |
| — | JH PREMIUM DIVIDEND FUND | $4,703 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE I | $4,650 | 0.00% | 28 | 10 | 55.6% | $1,661 | 加仓 |
| — | NOVONIX LTD ORDF | $4,606 | 0.00% | 24,716 | 0 | 0.0% | — | 不变 |