13F 机构持仓

Wealth Preservation Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001968434

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 12.7%
AMZN 12.5%
GOOG 10.9%
MSFT 7.0%
AAPL 6.1%
VTV 4.0%
NFLX 2.4%
VOE 2.2%
GOOGL 1.7%
OBDC 1.7%

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
STNG SCORPIO TANKERS INC F $4,4800.00%60 60— $4,480 新建仓
AWI ARMSTRONG WORLD INDS INC $4,4500.00%27 27— $4,450 新建仓
WCC WESCO INTL INC $4,3780.00%16 16— $4,378 新建仓
W WAYFAIR INC CLASS CLASS A $4,3620.00%58 58— $4,362 新建仓
VMC VULCAN MATLS CO $4,3570.00%16 00.0% — 不变
ACM AECOM $4,3260.00%51 51— $4,326 新建仓
DTM DT MIDSTREAM INC $4,3090.00%32 00.0% — 不变
NBR NABORS INDUSTRIES LTD F $4,3030.00%50 50— $4,303 新建仓
JLL JONES LANG LASALLE INC $4,2600.00%14 14— $4,260 新建仓
RXO RXO INC $4,1670.00%285 285— $4,167 新建仓
WAY WAYSTAR HLDG CORP $4,1470.00%172 172— $4,147 新建仓
BX BLACKSTONE INC $4,1400.00%36 -165-82.1% -$1.90万 减仓
— SIREN NASDAQ NEXGEN ECONOMY ETF $4,1140.00%196 00.0% — 不变
SHAK SHAKE SHACK INC CLASS CLASS A $4,0700.00%46 46— $4,070 新建仓
— SONY FINL GROUP INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS $4,0590.00%900 00.0% — 不变
AA ALCOA CORP $4,0460.00%61 61— $4,046 新建仓
BFH BREAD FINL HOLDINGS $3,9690.00%53 53— $3,969 新建仓
— GRAYSCALE ETHEREUM CLASS $3,9640.00%901 00.0% — 不变
PAYX PAYCHEX INC $3,9610.00%43 37.5% $276 加仓
COLM COLUMBIA SPORTSWEAR CO $3,9460.00%72 72— $3,946 新建仓
WRLD WORLD ACCEP CORP S C NEW $3,9160.00%29 29— $3,916 新建仓
GLPI GAMING & LEISURE PPTYS IREIT $3,9050.00%88 88— $3,905 新建仓
DOCS DOXIMITY INC CLASS CLASS A $3,8450.00%165 165— $3,845 新建仓
IPAR INTERPARFUMS INC $3,8150.00%42 42— $3,815 新建仓
EFOR ASGN INC $3,7940.00%98 98— $3,794 新建仓
ZG ZILLOW GROUP INC CLASS A $3,7250.00%90 90— $3,725 新建仓
BFLY BUTTERFLY NETWORK INC CLASS A $3,7130.00%919 00.0% — 不变
CVLT COMMVAULT SYS INC $3,6610.00%47 47— $3,661 新建仓
WK WORKIVA INC CLASS CLASS A $3,6370.00%61 61— $3,637 新建仓
WEN WENDYS CO CLASS CLASS A $3,6280.00%522 522— $3,628 新建仓
VAW VANGUARD MATERIALS INDEXFUND ETF SHARES $3,6050.00%16 -208-92.9% -$4.69万 减仓
CHCT COMMUNITY HEALTHCARE TR $3,5750.00%225 00.0% — 不变
PTON PELOTON INTERACTIVE INC CLASS CLASS A $3,5610.00%830 830— $3,561 新建仓
LAMR LAMAR ADVERTISING CO NEWREIT $3,5460.00%28 28— $3,546 新建仓
SFD SMITHFIELD FOODS INC $3,4120.00%122 122— $3,412 新建仓
KFY KORN FERRY $3,3990.00%54 54— $3,399 新建仓
AMPL AMPLITUDE INC CLASS CLASS A $3,3900.00%497 497— $3,390 新建仓
SPSC SPS COMM INC $3,3400.00%60 60— $3,340 新建仓
JEF JEFFERIES FINL GROUP INC $3,3020.00%80 80— $3,302 新建仓
RELY REMITLY GLOBAL INC $3,2910.00%210 210— $3,291 新建仓
GNTX GENTEX CORP $3,2340.00%148 148— $3,234 新建仓
QTWO Q2 HLDGS INC $3,2160.00%68 68— $3,216 新建仓
TNET TRINET GROUP INC $3,2060.00%88 88— $3,206 新建仓
PBF PBF ENERGY INC CLASS CLASS A $3,1910.00%67 67— $3,191 新建仓
FRSH FRESHWORKS INC CLASS A $3,1640.00%394 394— $3,164 新建仓
CRCL CIRCLE INTERNET GROUP INCLASS A $3,1490.00%33 33— $3,149 新建仓
MTH MERITAGE HOMES CORP $3,0920.00%50 50— $3,092 新建仓
RSI RUSH STREET INTERACT A CLASS A $3,0450.00%140 140— $3,045 新建仓
RARE ULTRAGENYX PHARMACEUTICA $3,0380.00%145 145— $3,038 新建仓
DVA DAVITA INC $2,9200.00%19 19— $2,920 新建仓
WULF TERAWULF INC $2,8720.00%199 199— $2,872 新建仓
TPC TUTOR PERINI CORP $2,8560.00%37 37— $2,856 新建仓
AUPH AURINIA PHARMACEUTIC E FCLASS EQUITY $2,8450.00%192 192— $2,845 新建仓
CGNX COGNEX CORP $2,8410.00%58 58— $2,841 新建仓
LINE LINEAGE INC EQUITY CLASS EQUITY $2,8170.00%86 86— $2,817 新建仓
CTRN CITI TRENDS INC $2,8160.00%65 65— $2,816 新建仓
SAM BOSTON BEER INC CLASS CLASS A $2,7650.00%12 12— $2,765 新建仓
PPLI IAC INC $2,7620.00%69 69— $2,762 新建仓
CTAS CINTAS CORP $2,7060.00%16 00.0% — 不变
— PROVECTUS BIOPHARMACEUTI $2,6770.00%52,600 00.0% — 不变
ACIW ACI WORLDWIDE INC $2,6660.00%65 65— $2,666 新建仓
— WEBSTER FINL CORP $2,6380.00%38 931.0% $625 加仓
NRG NRG ENERGY INC $2,6310.00%18 10125.0% $1,462 加仓
MZTI MARZETTI CO $2,6280.00%19 19— $2,628 新建仓
FDS FACTSET RESH SYS INC $2,6040.00%12 12— $2,604 新建仓
LZ LEGALZOOM COM INC $2,5340.00%447 447— $2,534 新建仓
HAS HASBRO INC $2,5270.00%27 -37-57.8% -$3,463 减仓
FET FORUM ENERGY TECHNOLOGIE $2,5220.00%43 43— $2,522 新建仓
REAL THE REALREAL INC $2,5060.00%276 276— $2,506 新建仓
AEP AMERICAN ELEC PWR CO INC $2,4910.00%19 -45-70.3% -$5,900 减仓
HR HEALTHCARE REALTY TR A CLASS CLASS A $2,4640.00%145 145— $2,464 新建仓
LASR NLIGHT INC $2,4520.00%43 43— $2,452 新建仓
GFS GLOBALFOUNDRIES INC F $2,4460.00%55 55— $2,446 新建仓
SNDX SYNDAX PHARMACEUTICALS I $2,4290.00%104 104— $2,429 新建仓
CSTM CONSTELLIUM SE FCLASS A $2,3840.00%97 97— $2,384 新建仓
YELP YELP INC $2,3750.00%96 96— $2,375 新建仓
ASTE ASTEC INDS INC $2,3690.00%44 -1,000-95.8% -$5.38万 减仓
AVNT AVIENT CORP $2,3230.00%64 64— $2,323 新建仓
— LIBERTY BROADBAND CORP CLASS SERIES C $2,3140.00%46 46— $2,314 新建仓
OEC ORION SA F $2,2880.00%352 352— $2,288 新建仓
NCNO NCINO INC NEW $2,2620.00%151 151— $2,262 新建仓
MLAB MESA LABS INC $2,2110.00%25 25— $2,211 新建仓
FLYW FLYWIRE CORP $2,2000.00%189 189— $2,200 新建仓
EVER EVERQUOTE INC CLASS A $2,1130.00%137 137— $2,113 新建仓
COUR COURSERA INC $2,1070.00%362 362— $2,107 新建仓
LUV SOUTHWEST AIRLS CO $2,1040.00%56 56— $2,104 新建仓
CRSR CORSAIR GAMING INC $2,0980.00%378 378— $2,098 新建仓
ATEC ALPHATEC HLDGS INC $2,0670.00%190 190— $2,067 新建仓
OC OWENS CORNING NEW $2,0560.00%19 19— $2,056 新建仓
ABM ABM INDS INC $2,0420.00%53 53— $2,042 新建仓
— ONESTREAM INC CLASS A $2,0400.00%85 85— $2,040 新建仓
LGIH LGI HOMES INC $2,0160.00%51 51— $2,016 新建仓
PGNY PROGYNY INC $2,0040.00%118 118— $2,004 新建仓
ZUMZ ZUMIEZ INC $1,9940.00%90 90— $1,994 新建仓
ILMN ILLUMINA INC $1,9720.00%16 16— $1,972 新建仓
CRVL CORVEL CORP $1,9670.00%36 36— $1,967 新建仓
GIII G-III APPAREL GROUP LTD $1,9110.00%69 69— $1,911 新建仓
GTX GARRETT MOTION INC $1,8900.00%104 104— $1,890 新建仓
FFIN FIRST FINL BANKSHARES IN $1,8850.00%64 64— $1,885 新建仓
NCLH NORWEGIAN CRUISE LINE F $1,8700.00%100 00.0% — 不变