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
BKE BUCKLE INC $1,8630.00%37 37— $1,863 新建仓
MIDD MIDDLEBY CORP $1,8560.00%14 14— $1,856 新建仓
VRNS VARONIS SYS INC $1,8460.00%86 86— $1,846 新建仓
EW EDWARDS LIFESCIENCES COR $1,8420.00%23 23— $1,842 新建仓
SOLS SOLSTICE ADVANCED MATLS $1,8280.00%24 24— $1,828 新建仓
EQH EQUITABLE HLDGS INC $1,8180.00%49 49— $1,818 新建仓
MCRI MONARCH CASINO & RESORT $1,8160.00%19 19— $1,816 新建仓
OII OCEANEERING INTL INC $1,7740.00%50 00.0% — 不变
KURA KURA ONCOLOGY INC $1,7640.00%217 217— $1,764 新建仓
TVTX TRAVERE THERAPEUTICS INC $1,7530.00%59 59— $1,753 新建仓
RPAY REPAY HLDGS CORP CLASS A $1,7260.00%664 664— $1,726 新建仓
RAMP LIVERAMP HLDGS INC $1,7240.00%65 65— $1,724 新建仓
WDS WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHS $1,7190.00%72 00.0% — 不变
EXP EAGLE MATLS INC $1,7050.00%9 9— $1,705 新建仓
TGTX TG THERAPEUTICS INC $1,6940.00%51 51— $1,694 新建仓
PD PAGERDUTY INC $1,6770.00%270 270— $1,677 新建仓
JJSF J & J SNACK FOODS CORP $1,6650.00%21 21— $1,665 新建仓
GPI GROUP 1 AUTOMOTIVE INC $1,6530.00%5 5— $1,653 新建仓
PINS PINTEREST INC CLASS A $1,6510.00%90 90— $1,651 新建仓
MARA MARA HLDGS INC $1,6480.00%202 202— $1,648 新建仓
ZETA ZETA GLOBAL HLDGS CORP CLASS CLASS A $1,6400.00%103 103— $1,640 新建仓
WDFC WD 40 CO $1,6320.00%8 8— $1,632 新建仓
JPST JPMORGAN ULTRA-SHORT INCOME ETF $1,6200.00%32 00.0% — 不变
PRAX PRAXIS PRECISION MEDICIN $1,6110.00%5 5— $1,611 新建仓
ACDC PROFRAC HLDG CORP CLASS A $1,6000.00%258 258— $1,600 新建仓
VCYT VERACYTE INC $1,5780.00%49 49— $1,578 新建仓
PLAB PHOTRONICS INC $1,5760.00%39 39— $1,576 新建仓
TLS TELOS CORP MD $1,5590.00%372 372— $1,559 新建仓
PAYO PAYONEER GLOBAL INC $1,5550.00%322 322— $1,555 新建仓
PAY PAYMENTUS HLDGS INC CLASS A $1,5490.00%61 61— $1,549 新建仓
VC VISTEON CORP $1,5490.00%17 17— $1,549 新建仓
SONO SONOS INC $1,5410.00%115 115— $1,541 新建仓
VTRS VIATRIS INC $1,5260.00%113 89370.8% $1,202 加仓
AI C3 AI INC CLASS CLASS A $1,4820.00%176 176— $1,482 新建仓
VITL VITAL FARMS INC $1,4680.00%104 104— $1,468 新建仓
PAGS PAGSEGURO DIGITAL LTD FCLASS A $1,4630.00%146 146— $1,463 新建仓
CRAI CRA INTL INC $1,4570.00%9 9— $1,457 新建仓
CWT CALIFORNIA WTR SVC GROUP $1,4510.00%32 32— $1,451 新建仓
EMN EASTMAN CHEM CO $1,4500.00%19 19— $1,450 新建仓
SFNC SIMMONS FIRST NATL CORP CLASS A $1,4390.00%74 74— $1,439 新建仓
AWR AMERICAN STS WTR CO $1,4370.00%19 19— $1,437 新建仓
AVPT AVEPOINT INC CLASS A $1,4360.00%151 151— $1,436 新建仓
CMCO COLUMBUS MCKINNON CORP N $1,4240.00%98 98— $1,424 新建仓
ATRC ATRICURE INC EQUITY CLASS EQUITY $1,3690.00%48 48— $1,369 新建仓
— CLARUS CORP NEW $1,3650.00%502 00.0% — 不变
CBRE CBRE GROUP INC CLASS CLASS A $1,3550.00%10 00.0% — 不变
HLF HERBALIFE LTD F $1,3540.00%92 92— $1,354 新建仓
HELE HELEN OF TROY LTD FORM F $1,3410.00%93 93— $1,341 新建仓
ASAN ASANA INC CLASS CLASS A $1,3380.00%209 209— $1,338 新建仓
QNST QUINSTREET INC $1,3090.00%109 109— $1,309 新建仓
CNMD CONMED CORP $1,3080.00%37 37— $1,308 新建仓
ICFI ICF INTL INC $1,3060.00%20 20— $1,306 新建仓
NTLA INTELLIA THERAPEUTICS IN $1,2950.00%101 101— $1,295 新建仓
CARG CARGURUS INC CLASS A $1,2940.00%38 38— $1,294 新建仓
BRBR BELLRING BRANDS INC $1,2870.00%80 80— $1,287 新建仓
REXR REXFORD INDL RLTY INC REIT $1,2760.00%39 -8-17.0% -$262 减仓
PGY PAGAYA TECHNOLOGIES LT FCLASS A $1,2700.00%109 109— $1,270 新建仓
ECPG ENCORE CAP GROUP INC CLASS CLASS N $1,2620.00%18 18— $1,262 新建仓
UNFI UNITED NAT FOODS INC $1,2620.00%28 28— $1,262 新建仓
NABL N-ABLE INC $1,2560.00%269 269— $1,256 新建仓
AMSC AMERICAN SUPERCONDUCTOR $1,2520.00%37 37— $1,252 新建仓
RZLT REZOLUTE INC $1,2140.00%398 398— $1,214 新建仓
CGEM CULLINAN THERAPEUTICS IN $1,1940.00%84 84— $1,194 新建仓
MPT MEDICAL PPTYS TR INC REIT $1,1850.00%256 256— $1,185 新建仓
SWBI SMITH & WESSON BRANDS IN $1,1750.00%82 82— $1,175 新建仓
FWRD FORWARD AIR CORP NEW $1,1530.00%69 69— $1,153 新建仓
FIGS FIGS INC CLASS A $1,1520.00%78 78— $1,152 新建仓
VO VANGUARD MID-CAP INDEX FUND ETF SHARES $1,1490.00%4 -277-98.6% -$7.96万 减仓
BXMT BLACKSTONE MTG TR INC REIT $1,1490.00%60 60— $1,149 新建仓
UTZ UTZ BRANDS INC CLASS A $1,1400.00%144 144— $1,140 新建仓
KFRC KFORCE INC $1,1400.00%39 39— $1,140 新建仓
UPBD UPBOUND GROUP INC $1,1370.00%63 63— $1,137 新建仓
— DAY ONE BIOPHARMACEUTICA $1,1360.00%53 53— $1,136 新建仓
LNG CHENIERE ENERGY INC $1,1350.00%4 4— $1,135 新建仓
MTX MINERALS TECHNOLOGIES IN $1,1350.00%16 16— $1,135 新建仓
OVV OVINTIV INC $1,1280.00%19 19— $1,128 新建仓
VREX VAREX IMAGING CORP $1,1250.00%106 106— $1,125 新建仓
AHCO ADAPT HEALTH CORP $1,1190.00%94 94— $1,119 新建仓
MBLY MOBILEYE GLOBAL INC CLASS CLASS A $1,1130.00%162 162— $1,113 新建仓
YOU CLEAR SECURE INC CLASS A $1,1130.00%23 23— $1,113 新建仓
CXM SPRINKLR INC CLASS CLASS A $1,1040.00%184 184— $1,104 新建仓
SDGR SCHRODINGER INC $1,0790.00%95 95— $1,079 新建仓
VRTS VIRTUS INVT PARTNERS INC $1,0750.00%8 8— $1,075 新建仓
BMBL BUMBLE INC CLASS A $1,0660.00%327 327— $1,066 新建仓
MMI MARCUS & MILLICHAP INC $1,0640.00%40 40— $1,064 新建仓
— LIBERTY BROADBAND CORP CLASS SERIES A $1,0550.00%21 21— $1,055 新建仓
BJRI BJS RESTAURANTS INC $1,0530.00%30 30— $1,053 新建仓
DRH DIAMONDROCK HOSPITALITY REIT $1,0490.00%112 112— $1,049 新建仓
KMT KENNAMETAL INC $1,0480.00%29 29— $1,048 新建仓
MNRO MONRO INC $1,0270.00%64 64— $1,027 新建仓
EVTC EVERTEC INC F $1,0160.00%36 36— $1,016 新建仓
OFG OFG BANCORP F $1,0120.00%25 25— $1,012 新建仓
LFST LIFESTANCE HEALTH GROUP $1,0060.00%158 158— $1,006 新建仓
OXM OXFORD INDS INC $1,0010.00%26 26— $1,001 新建仓
DIS DISNEY WALT CO $9640.00%10 -545-98.2% -$5.25万 减仓
— ACV AUCTIONS INC CLASS A $9540.00%225 225— $954 新建仓
LIND LINDBLAD EXPEDITIONS HLD $9520.00%55 55— $952 新建仓
AMN AMN HEALTHCARE SVCS INC $9350.00%51 51— $935 新建仓
GDRX GOODRX HLDGS INC CLASS A $9310.00%475 475— $931 新建仓
ONON ON HLDG AG FCLASS A $9190.00%27 27— $919 新建仓