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 |
|---|---|---|---|---|---|---|---|---|
| EVLV | EVOLV TECHNOLOGIES HLDGSCLASS A | $430 | 0.00% | 71 | 71 | — | $430 | 新建仓 |
| AIOT | POWERFLEET INC | $428 | 0.00% | 139 | 139 | — | $428 | 新建仓 |
| FC | FRANKLIN COVEY CO | $426 | 0.00% | 27 | 27 | — | $426 | 新建仓 |
| — | QUANTUM-SI INC CLASS A | $425 | 0.00% | 549 | 549 | — | $425 | 新建仓 |
| — | CVRX INC | $407 | 0.00% | 43 | 43 | — | $407 | 新建仓 |
| BLZE | BACKBLAZE INC CLASS A | $407 | 0.00% | 118 | 118 | — | $407 | 新建仓 |
| — | NIAGEN BIOSCIENCE IN | $397 | 0.00% | 90 | 90 | — | $397 | 新建仓 |
| MTRX | MATRIX SVC CO | $390 | 0.00% | 34 | 34 | — | $390 | 新建仓 |
| TREE | LENDINGTREE INC NEW | $386 | 0.00% | 9 | 9 | — | $386 | 新建仓 |
| — | ANAVEX LIFE SCIENCES COR | $384 | 0.00% | 125 | 125 | — | $384 | 新建仓 |
| FOXF | FOX FACTORY HLDG CORP | $379 | 0.00% | 23 | 23 | — | $379 | 新建仓 |
| CMRC | COMMERCE COM INC CLASS SERIES 1 | $379 | 0.00% | 142 | 142 | — | $379 | 新建仓 |
| SHOE | SHOE CARNIVAL INC | $374 | 0.00% | 24 | 24 | — | $374 | 新建仓 |
| CRNC | CERENCE INC | $372 | 0.00% | 59 | 59 | — | $372 | 新建仓 |
| FATE | FATE THERAPEUTICS INC | $371 | 0.00% | 309 | 309 | — | $371 | 新建仓 |
| RXST | RXSIGHT INC | $370 | 0.00% | 60 | 60 | — | $370 | 新建仓 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $368 | 0.00% | 10 | -70 | -87.5% | -$2,576 | 减仓 |
| STNE | STONECO LTD FCLASS A | $367 | 0.00% | 26 | 26 | — | $367 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $366 | 0.00% | 23 | 23 | — | $366 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $365 | 0.00% | 12 | 12 | — | $365 | 新建仓 |
| — | NOVONIX LTD F | $351 | 0.00% | 509 | -1,768 | -77.6% | -$1,219 | 减仓 |
| HCKT | HACKETT GROUP INC | $351 | 0.00% | 27 | 27 | — | $351 | 新建仓 |
| USNA | USANA HEALTH SCIENCES IN | $349 | 0.00% | 20 | 20 | — | $349 | 新建仓 |
| RA | BROOKFIELD REAL ASSETS I | $347 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| HTLD | HEARTLAND EXPRESS INC | $343 | 0.00% | 33 | 33 | — | $343 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITE F | $339 | 0.00% | 4 | 4 | — | $339 | 新建仓 |
| — | MEDIFAST INC | $336 | 0.00% | 33 | 33 | — | $336 | 新建仓 |
| YORW | YORK WTR CO | $335 | 0.00% | 11 | 11 | — | $335 | 新建仓 |
| SAFE | SAFEHOLD INC REIT REIT | $325 | 0.00% | 24 | 24 | — | $325 | 新建仓 |
| MNKD | MANNKIND CORP | $323 | 0.00% | 132 | 132 | — | $323 | 新建仓 |
| — | FLUSHING FINL CORP | $323 | 0.00% | 21 | 21 | — | $323 | 新建仓 |
| DSGR | DISTRIBUTION SOLUTIONS G | $315 | 0.00% | 12 | 12 | — | $315 | 新建仓 |
| STRT | STRATTEC SEC CORP | $313 | 0.00% | 4 | 4 | — | $313 | 新建仓 |
| NGVC | NATURAL GROCERS BY VITAM | $310 | 0.00% | 12 | 12 | — | $310 | 新建仓 |
| ARCT | ARCTURUS THERAPEUTICS HL | $309 | 0.00% | 40 | 40 | — | $309 | 新建仓 |
| GETYQ | GETTY IMAGES HLDGS INC CLASS A | $309 | 0.00% | 389 | 389 | — | $309 | 新建仓 |
| DNA | GINKGO BIOWORKS HLDG CLASS CLASS A | $307 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $300 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NEXN | NEXXEN INTL LTD F | $300 | 0.00% | 46 | 46 | — | $300 | 新建仓 |
| NMAX | NEWSMAX INC CLASS B | $298 | 0.00% | 57 | 57 | — | $298 | 新建仓 |
| UIS | UNISYS CORP | $296 | 0.00% | 143 | 143 | — | $296 | 新建仓 |
| FORM | FORMFACTOR INC | $291 | 0.00% | 3 | 3 | — | $291 | 新建仓 |
| — | GAMBLING COM GROUP LTD F | $291 | 0.00% | 75 | 75 | — | $291 | 新建仓 |
| CHRD | CHORD ENERGY CORP | $284 | 0.00% | 2 | 2 | — | $284 | 新建仓 |
| — | ESPERION THERAPEUTICS IN | $279 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| TRDA | ENTRADA THERAPEUTICS INC | $278 | 0.00% | 22 | 22 | — | $278 | 新建仓 |
| OFIX | ORTHOFIX MED INC | $275 | 0.00% | 24 | 24 | — | $275 | 新建仓 |
| — | RCI HOSPITALITY HLDGS IN | $274 | 0.00% | 12 | 12 | — | $274 | 新建仓 |
| BXC | BLUELINX HLDGS INC | $271 | 0.00% | 5 | 5 | — | $271 | 新建仓 |
| MDXG | MIMEDX GROUP INC | $265 | 0.00% | 67 | 67 | — | $265 | 新建仓 |
| MEI | METHODE ELECTRS INC | $259 | 0.00% | 47 | 47 | — | $259 | 新建仓 |
| GTN | GRAY MEDIA INC | $256 | 0.00% | 59 | 59 | — | $256 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $255 | 0.00% | 277 | 277 | — | $255 | 新建仓 |
| GIC | GLOBAL INDL CO | $252 | 0.00% | 8 | 8 | — | $252 | 新建仓 |
| ZD | ZIFF DAVIS INC | $252 | 0.00% | 6 | 6 | — | $252 | 新建仓 |
| MSTR | STRATEGY INC CLASS A | $250 | 0.00% | 2 | 1 | 100.0% | $125 | 加仓 |
| CROX | CROCS INC | $249 | 0.00% | 3 | 3 | — | $249 | 新建仓 |
| CLW | CLEARWATER PAPER CORP | $244 | 0.00% | 17 | 17 | — | $244 | 新建仓 |
| — | INOGEN INC | $241 | 0.00% | 39 | 39 | — | $241 | 新建仓 |
| XNCR | XENCOR INC | $241 | 0.00% | 20 | 20 | — | $241 | 新建仓 |
| GOLD | GOLD COM INC | $240 | 0.00% | 6 | 6 | — | $240 | 新建仓 |
| SW | SMURFIT WESTROCK PLC F | $239 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HLLY | HOLLEY INC | $239 | 0.00% | 78 | 78 | — | $239 | 新建仓 |
| AMCX | AMC NETWORKS INC CLASS A | $238 | 0.00% | 35 | 35 | — | $238 | 新建仓 |
| LAW | CS DISCO INC | $237 | 0.00% | 62 | 62 | — | $237 | 新建仓 |
| LXFR | LUXFER HOLDINGS PLC F | $231 | 0.00% | 19 | 19 | — | $231 | 新建仓 |
| — | HUMACYTE INC | $227 | 0.00% | 374 | 374 | — | $227 | 新建仓 |
| BGS | B & G FOODS INC NEW | $226 | 0.00% | 47 | 47 | — | $226 | 新建仓 |
| MATV | MATIV HOLDINGS INC | $226 | 0.00% | 26 | 26 | — | $226 | 新建仓 |
| — | GLOBAL BUSINESS TRAVEL GCLASS A | $223 | 0.00% | 40 | 40 | — | $223 | 新建仓 |
| MSBI | MIDLAND STS BANCORP INC | $223 | 0.00% | 10 | 10 | — | $223 | 新建仓 |
| WOOF | PETCO HEALTH & WELLNESS CLASS A | $222 | 0.00% | 80 | 80 | — | $222 | 新建仓 |
| CASS | CASS INFORMATION SYS INC | $220 | 0.00% | 5 | 5 | — | $220 | 新建仓 |
| TRNS | TRANSCAT INC | $220 | 0.00% | 3 | 3 | — | $220 | 新建仓 |
| MLKN | MILLERKNOLL INC | $217 | 0.00% | 15 | 15 | — | $217 | 新建仓 |
| NX | QUANEX BLDG PRODS CORP CLASS CLASS A | $216 | 0.00% | 12 | 12 | — | $216 | 新建仓 |
| BLSH | BULLISH F | $214 | 0.00% | 6 | 6 | — | $214 | 新建仓 |
| BRZE | BRAZE INC CLASS A | $212 | 0.00% | 9 | 9 | — | $212 | 新建仓 |
| SVCO | SILVACO GROUP INC EQUITYCLASS EQUITY | $212 | 0.00% | 30 | 30 | — | $212 | 新建仓 |
| HVT | HAVERTY FURNITURE COS IN | $212 | 0.00% | 10 | 10 | — | $212 | 新建仓 |
| — | RESOURCES CONNECTION INC | $205 | 0.00% | 55 | 55 | — | $205 | 新建仓 |
| MPAA | MOTORCAR PTS AMER INC | $199 | 0.00% | 18 | 18 | — | $199 | 新建仓 |
| — | KRONOS WORLDWIDE INC | $197 | 0.00% | 30 | 30 | — | $197 | 新建仓 |
| JOUT | JOHNSON OUTDOORS INC CLASS A | $186 | 0.00% | 4 | 4 | — | $186 | 新建仓 |
| — | EUROPEAN WAX CTR INC CLASS A | $185 | 0.00% | 32 | 32 | — | $185 | 新建仓 |
| — | TREACE MED CONCEPTS INC | $185 | 0.00% | 138 | 138 | — | $185 | 新建仓 |
| — | RE/MAX HLDGS INC CLASS CLASS A | $184 | 0.00% | 32 | 32 | — | $184 | 新建仓 |
| — | RAMM PHARMA CORP F | $182 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP | $180 | 0.00% | 7 | 7 | — | $180 | 新建仓 |
| — | EHEALTH INC | $179 | 0.00% | 139 | 139 | — | $179 | 新建仓 |
| BLBD | BLUE BIRD CORP | $170 | 0.00% | 3 | 3 | — | $170 | 新建仓 |
| KRT | KARAT PACKAGING INC | $168 | 0.00% | 6 | 6 | — | $168 | 新建仓 |
| CRCT | CRICUT INC A CLASS A | $168 | 0.00% | 45 | 45 | — | $168 | 新建仓 |
| — | SIMULATIONS PLUS INC | $165 | 0.00% | 14 | 14 | — | $165 | 新建仓 |
| FLO | FLOWERS FOODS INC | $163 | 0.00% | 20 | 20 | — | $163 | 新建仓 |
| INBK | FIRST INTERNET BANCORP | $163 | 0.00% | 8 | 8 | — | $163 | 新建仓 |
| OOMA | OOMA INC | $160 | 0.00% | 11 | 11 | — | $160 | 新建仓 |
| CWK | CUSHMAN & WAKEFIELD F | $159 | 0.00% | 13 | 13 | — | $159 | 新建仓 |
| JBSS | SANFILIPPO JOHN B & SON | $159 | 0.00% | 2 | 2 | — | $159 | 新建仓 |
| — | DMC GLOBAL INC | $151 | 0.00% | 29 | 29 | — | $151 | 新建仓 |