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 |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEX LTD F | $916 | 0.00% | 14 | -30 | -68.2% | -$1,963 | 减仓 |
| TBLA | TABOOLA COM LTD F | $905 | 0.00% | 292 | 292 | — | $905 | 新建仓 |
| NNI | NELNET INC CLASS A | $903 | 0.00% | 7 | 7 | — | $903 | 新建仓 |
| — | ISHARES ETHEREUM TRUST ETF | $902 | 0.00% | 57 | 57 | — | $902 | 新建仓 |
| BHVN | BIOHAVEN LTD F | $897 | 0.00% | 106 | 106 | — | $897 | 新建仓 |
| OSPN | ONESPAN INC | $895 | 0.00% | 85 | 85 | — | $895 | 新建仓 |
| MGM | MGM RESORTS INTL | $888 | 0.00% | 24 | 24 | — | $888 | 新建仓 |
| ENOV | ENOVIS CORP | $887 | 0.00% | 39 | 39 | — | $887 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $878 | 0.00% | 6 | 6 | — | $878 | 新建仓 |
| ASIX | ADVANSIX INC | $854 | 0.00% | 35 | 35 | — | $854 | 新建仓 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF | $849 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $849 | 0.00% | 13 | 13 | — | $849 | 新建仓 |
| MRTN | MARTEN TRANS LTD | $840 | 0.00% | 64 | 64 | — | $840 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $826 | 0.00% | 43 | 43 | — | $826 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS IN | $820 | 0.00% | 336 | 336 | — | $820 | 新建仓 |
| PLTK | PLAYTIKA HLDG CORP | $806 | 0.00% | 290 | 290 | — | $806 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $800 | 0.00% | 32 | 32 | — | $800 | 新建仓 |
| WRB | BERKLEY W R CORP | $795 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ARLO | ARLO TECHNOLOGIES INC | $783 | 0.00% | 55 | 55 | — | $783 | 新建仓 |
| LTH | LIFE TIME GROUP HLDGS IN | $781 | 0.00% | 29 | 29 | — | $781 | 新建仓 |
| MLI | MUELLER INDS INC | $776 | 0.00% | 7 | 7 | — | $776 | 新建仓 |
| UPB | UPSTREAM BIO INC | $774 | 0.00% | 86 | 86 | — | $774 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS | $760 | 0.00% | 2 | 2 | — | $760 | 新建仓 |
| — | TONIX PHARMACEUTICALS HL | $756 | 0.00% | 55 | 55 | — | $756 | 新建仓 |
| LMND | LEMONADE INC | $752 | 0.00% | 12 | 12 | — | $752 | 新建仓 |
| EWBC | EAST WEST BANCORP | $747 | 0.00% | 7 | -10 | -58.8% | -$1,067 | 减仓 |
| RCKT | ROCKET PHARMACEUTICALS I | $741 | 0.00% | 207 | 207 | — | $741 | 新建仓 |
| INOD | INNODATA INC | $734 | 0.00% | 19 | 19 | — | $734 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES I | $728 | 0.00% | 10 | 10 | — | $728 | 新建仓 |
| HNST | HONEST CO INC | $720 | 0.00% | 245 | 245 | — | $720 | 新建仓 |
| OMDA | OMADA HEALTH INC | $716 | 0.00% | 57 | 57 | — | $716 | 新建仓 |
| — | 374WATER INC | $710 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC | $701 | 0.00% | 256 | 256 | — | $701 | 新建仓 |
| SCL | STEPAN CO | $700 | 0.00% | 14 | 14 | — | $700 | 新建仓 |
| ABSI | ABSCI CORP | $696 | 0.00% | 232 | 232 | — | $696 | 新建仓 |
| — | IP STRATEGY HLDGS INC | $693 | 0.00% | 2,625 | 0 | 0.0% | — | 不变 |
| AIP | ARTERIS INC | $690 | 0.00% | 42 | 42 | — | $690 | 新建仓 |
| OIS | OIL STS INTL INC | $687 | 0.00% | 59 | 59 | — | $687 | 新建仓 |
| INTA | INTAPP INC | $668 | 0.00% | 26 | 26 | — | $668 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $667 | 0.00% | 54 | 54 | — | $667 | 新建仓 |
| ADTN | ADTRAN HLDGS INC | $667 | 0.00% | 53 | 53 | — | $667 | 新建仓 |
| MO | ALTRIA GROUP INC | $660 | 0.00% | 10 | -150 | -93.8% | -$9,900 | 减仓 |
| ARDT | ARDENT HEALTH INC | $651 | 0.00% | 76 | 76 | — | $651 | 新建仓 |
| PUBM | PUBMATIC INC CLASS A | $646 | 0.00% | 79 | 79 | — | $646 | 新建仓 |
| VICR | VICOR CORP | $644 | 0.00% | 4 | 4 | — | $644 | 新建仓 |
| BBSI | BARRETT BUSINESS SVCS IN | $642 | 0.00% | 22 | 22 | — | $642 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $639 | 0.00% | 13 | 13 | — | $639 | 新建仓 |
| SVV | SAVERS VALUE VLG INC | $625 | 0.00% | 84 | 84 | — | $625 | 新建仓 |
| TREX | TREX CO INC | $619 | 0.00% | 17 | 17 | — | $619 | 新建仓 |
| MAX | MEDIAALPHA INC CLASS A | $614 | 0.00% | 66 | 66 | — | $614 | 新建仓 |
| — | ARQ INC | $612 | 0.00% | 239 | 239 | — | $612 | 新建仓 |
| VTEX | VTEX FCLASS A | $612 | 0.00% | 153 | 153 | — | $612 | 新建仓 |
| TDUP | THREDUP INC CLASS A | $610 | 0.00% | 186 | 186 | — | $610 | 新建仓 |
| BANR | BANNER CORP | $607 | 0.00% | 10 | 10 | — | $607 | 新建仓 |
| FIZZ | NTNL BEVERAGE CORP | $606 | 0.00% | 18 | 18 | — | $606 | 新建仓 |
| LBRT | LIBERTY ENERGY INC A CLASS A | $605 | 0.00% | 21 | 21 | — | $605 | 新建仓 |
| MQ | MARQETA INC CLASS A | $600 | 0.00% | 147 | 147 | — | $600 | 新建仓 |
| ANGI | ANGI INC CLASS CLASS A | $596 | 0.00% | 87 | 87 | — | $596 | 新建仓 |
| CYTK | CYTOKINETICS INC | $593 | 0.00% | 9 | 9 | — | $593 | 新建仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE | $591 | 0.00% | 90 | 90 | — | $591 | 新建仓 |
| IDT | IDT CORP CLASS CLASS B | $589 | 0.00% | 12 | 12 | — | $589 | 新建仓 |
| RZLV | REZOLVE AI PLC F | $589 | 0.00% | 230 | 230 | — | $589 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $585 | 0.00% | 6 | 6 | — | $585 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $580 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SFIX | STITCH FIX INC CLASS A | $573 | 0.00% | 173 | 173 | — | $573 | 新建仓 |
| VRSK | VERISK ANALYTICS INC CLASS A | $569 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KELYA | KELLY SVCS INC CLASS CLASS A | $566 | 0.00% | 64 | 64 | — | $566 | 新建仓 |
| TASK | TASKUS INC CLASS A | $564 | 0.00% | 84 | 84 | — | $564 | 新建仓 |
| MOV | MOVADO GROUP INC | $562 | 0.00% | 23 | 23 | — | $562 | 新建仓 |
| KODK | EASTMAN KODAK CO | $561 | 0.00% | 62 | 62 | — | $561 | 新建仓 |
| STGW | STAGWELL INC CLASS A | $560 | 0.00% | 89 | 89 | — | $560 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS IN | $557 | 0.00% | 25 | 25 | — | $557 | 新建仓 |
| PRAA | PRA GROUP INC | $543 | 0.00% | 31 | 31 | — | $543 | 新建仓 |
| — | BLAIZE HLDGS INC | $542 | 0.00% | 298 | 298 | — | $542 | 新建仓 |
| CWCO | CONSOLIDATED WATER CO F | $530 | 0.00% | 16 | 16 | — | $530 | 新建仓 |
| ADNT | ADIENT PLC F | $525 | 0.00% | 26 | 26 | — | $525 | 新建仓 |
| VNDA | VANDA PHARMACEUTICALS IN | $525 | 0.00% | 76 | 76 | — | $525 | 新建仓 |
| CEVA | CEVA INC | $523 | 0.00% | 28 | 28 | — | $523 | 新建仓 |
| NU | NU HLDGS LTD FCLASS CLASS A | $503 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CPS | COOPER STD HLDGS INC | $502 | 0.00% | 18 | 18 | — | $502 | 新建仓 |
| NXRT | NEXPOINT RESIDENTIAL TR REIT | $500 | 0.00% | 20 | 20 | — | $500 | 新建仓 |
| THRM | GENTHERM INC | $500 | 0.00% | 18 | 18 | — | $500 | 新建仓 |
| KRRO | KORRO BIO INC | $498 | 0.00% | 44 | 44 | — | $498 | 新建仓 |
| — | GOSSAMER BIO INC | $494 | 0.00% | 1,504 | 1,504 | — | $494 | 新建仓 |
| FSLY | FASTLY INC CLASS A | $494 | 0.00% | 17 | 17 | — | $494 | 新建仓 |
| CVCO | CAVCO INDS INC DEL | $484 | 0.00% | 1 | 1 | — | $484 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $479 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CTKB | CYTEK BIOSCIENCES INC | $476 | 0.00% | 109 | 109 | — | $476 | 新建仓 |
| HSTM | HEALTHSTREAM INC | $476 | 0.00% | 23 | 23 | — | $476 | 新建仓 |
| NUS | NU SKIN ENTERPRISES INC CLASS CLASS A | $473 | 0.00% | 65 | 65 | — | $473 | 新建仓 |
| CTRI | CENTURI HLDGS INC EQUITYCLASS EQUITY | $467 | 0.00% | 16 | 16 | — | $467 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $466 | 0.00% | 55 | 55 | — | $466 | 新建仓 |
| SITC | SITE CTRS CORP | $464 | 0.00% | 86 | 86 | — | $464 | 新建仓 |
| BAND | BANDWIDTH INC CLASS CLASS A | $463 | 0.00% | 26 | 23 | 766.7% | $410 | 加仓 |
| IBEX | IBEX LTD F | $456 | 0.00% | 17 | 17 | — | $456 | 新建仓 |
| FG | F&G ANNUITIES & LIFE INC | $456 | 0.00% | 18 | 18 | — | $456 | 新建仓 |
| PSFE | PAYSAFE LTD F | $443 | 0.00% | 65 | 65 | — | $443 | 新建仓 |
| CASK | MGP INGREDIENTS INC NEW | $441 | 0.00% | 24 | 24 | — | $441 | 新建仓 |
| WASH | WASHINGTON TR BANCORP IN | $435 | 0.00% | 13 | 13 | — | $435 | 新建仓 |
| ASPN | ASPEN AEROGELS INC | $434 | 0.00% | 127 | 127 | — | $434 | 新建仓 |