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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $1,534.11万 | 12.74% | 87,965 | -6,216 | -6.6% | -$108.41万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,507.37万 | 12.52% | 72,376 | -12,037 | -14.3% | -$250.69万 | 减仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $1,310.69万 | 10.89% | 45,691 | -54,142 | -54.2% | -$1,553.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $842.26万 | 7.00% | 22,753 | -1,351 | -5.6% | -$50.01万 | 减仓 |
| AAPL | APPLE INC | $732.93万 | 6.09% | 28,879 | -5,892 | -16.9% | -$149.54万 | 减仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $486.79万 | 4.04% | 24,811 | -5,054 | -16.9% | -$99.16万 | 减仓 |
| NFLX | NETFLIX INC | $290.96万 | 2.42% | 30,261 | -177 | -0.6% | -$1.70万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $265.81万 | 2.21% | 14,424 | 468 | 3.4% | $8.62万 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $209.72万 | 1.74% | 7,293 | -502 | -6.4% | -$14.44万 | 减仓 |
| OBDC | BLUE OWL CAP CORP | $204.15万 | 1.70% | 184,581 | -1,582 | -0.8% | -$1.75万 | 减仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $184.26万 | 1.53% | 4,218 | -1,506 | -26.3% | -$65.79万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $142.43万 | 1.18% | 2,190 | -298 | -12.0% | -$19.38万 | 减仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $141.40万 | 1.17% | 33,274 | -6,115 | -15.5% | -$25.99万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $123.08万 | 1.02% | 17,111 | -105,206 | -86.0% | -$756.75万 | 减仓 |
| — | DIMENSIONAL US SMALL CAPVALUE ETF | $119.31万 | 0.99% | 34,048 | -2,825 | -7.7% | -$9.90万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEWREIT | $111.96万 | 0.93% | 6,002 | -2,000 | -25.0% | -$37.31万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC NCLASS CLASS A | $105.76万 | 0.88% | 9,492 | 7,644 | 413.6% | $85.17万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $101.33万 | 0.84% | 1,771 | -861 | -32.7% | -$49.26万 | 减仓 |
| FBK | FB FINL CORP | $98.69万 | 0.82% | 19,000 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $86.46万 | 0.72% | 3,360 | 370 | 12.4% | $9.52万 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $83.20万 | 0.69% | 3,830 | 108 | 2.9% | $2.35万 | 加仓 |
| MRK | MERCK & CO. INC. | $80.21万 | 0.67% | 6,668 | -525 | -7.3% | -$6.32万 | 减仓 |
| HEEM | ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | $70.75万 | 0.59% | 19,162 | 1,719 | 9.9% | $6.35万 | 加仓 |
| DE | DEERE & CO | $70.19万 | 0.58% | 1,246 | -11 | -0.9% | -$6,196 | 减仓 |
| FHN | FIRST HORIZON CORP | $61.67万 | 0.51% | 27,098 | -23,535 | -46.5% | -$53.57万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $54.78万 | 0.45% | 8,264 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $54.14万 | 0.45% | 3,290 | -44 | -1.3% | -$7,241 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $52.25万 | 0.43% | 1,729 | 427 | 32.8% | $12.91万 | 加仓 |
| WFC | WELLS FARGO & CO | $50.78万 | 0.42% | 6,379 | -1 | -0.0% | -$80 | 减仓 |
| KKR | KKR & CO INC | $50.41万 | 0.42% | 5,450 | 1,450 | 36.2% | $13.41万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INREIT | $49.59万 | 0.41% | 11,317 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $43.17万 | 0.36% | 3,988 | -41 | -1.0% | -$4,438 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $42.77万 | 0.36% | 2,888 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $42.43万 | 0.35% | 4,586 | 97 | 2.2% | $8,974 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD F | $42.12万 | 0.35% | 2,075 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SERVICES | $41.62万 | 0.35% | 2,000 | -1,604 | -44.5% | -$33.38万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $41.02万 | 0.34% | 4,223 | -4,870 | -53.6% | -$47.31万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $40.16万 | 0.33% | 8,134 | -4,072 | -33.4% | -$20.10万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $39.77万 | 0.33% | 3,951 | 1,322 | 50.3% | $13.31万 | 加仓 |
| UNP | UNION PAC CORP | $38.36万 | 0.32% | 1,581 | -196 | -11.0% | -$4.76万 | 减仓 |
| PGR | PROGRESSIVE CORP OH | $36.83万 | 0.31% | 1,858 | 233 | 14.3% | $4.62万 | 加仓 |
| MCD | MCDONALDS CORP | $36.49万 | 0.30% | 1,174 | 18 | 1.6% | $5,594 | 加仓 |
| TSLA | TESLA INC | $34.87万 | 0.29% | 938 | 239 | 34.2% | $8.88万 | 加仓 |
| QXO | QXO INC | $34.87万 | 0.29% | 17,954 | 8,918 | 98.7% | $17.32万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $31.86万 | 0.26% | 4,063 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $31.58万 | 0.26% | 12,758 | -6,828 | -34.9% | -$16.90万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC F | $28.42万 | 0.24% | 682 | 6 | 0.9% | $2,500 | 加仓 |
| KGC | KINROSS GOLD CORP F | $28.30万 | 0.24% | 9,273 | 2,701 | 41.1% | $8.24万 | 加仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $28.05万 | 0.23% | 2,220 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $27.66万 | 0.23% | 10,073 | 9,919 | 6,440.9% | $27.24万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $26.99万 | 0.22% | 12,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $26.92万 | 0.22% | 6,100 | -15 | -0.2% | -$662 | 减仓 |
| KO | THE COCA-COLA CO | $26.01万 | 0.22% | 3,420 | -4,791 | -58.3% | -$36.44万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $25.32万 | 0.21% | 3,072 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $25.28万 | 0.21% | 1,354 | 232 | 20.7% | $4.33万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $25.22万 | 0.21% | 422 | -6 | -1.4% | -$3,585 | 减仓 |
| PCMM | BONDBLOXX PRIVATE CREDITCLO ETF | $22.48万 | 0.19% | 4,572 | 3,176 | 227.5% | $15.62万 | 加仓 |
| PRIV | STATE STREET IG PUBLIC &PRIVATE CREDIT ETF | $21.78万 | 0.18% | 8,634 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $21.39万 | 0.18% | 727 | -1,059 | -59.3% | -$31.15万 | 减仓 |
| DHR | DANAHER CORP | $21.37万 | 0.18% | 1,127 | 459 | 68.7% | $8.70万 | 加仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $21.27万 | 0.18% | 1,410 | 250 | 21.6% | $3.77万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $20.61万 | 0.17% | 4,567 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINL INC | $20.56万 | 0.17% | 5,261 | -1,684 | -24.2% | -$6.58万 | 减仓 |
| LIN | LINDE PLC F | $20.23万 | 0.17% | 408 | 75 | 22.5% | $3.72万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $19.39万 | 0.16% | 6,357 | -9,563 | -60.1% | -$29.17万 | 减仓 |
| WMT | WALMART INC | $18.98万 | 0.16% | 1,527 | -436 | -22.2% | -$5.42万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $18.44万 | 0.15% | 2,731 | -696 | -20.3% | -$4.70万 | 减仓 |
| LOW | LOWES COS INC | $17.98万 | 0.15% | 761 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS CLASS A | $17.86万 | 0.15% | 591 | 21 | 3.7% | $6,347 | 加仓 |
| GLD | SPDR GOLD SHARES | $17.51万 | 0.15% | 407 | -1,363 | -77.0% | -$58.65万 | 减仓 |
| RGLD | ROYAL GOLD INC | $17.38万 | 0.14% | 683 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $17.28万 | 0.14% | 1,175 | -30 | -2.5% | -$4,412 | 减仓 |
| YUM | YUM BRANDS INC | $17.10万 | 0.14% | 1,100 | -417 | -27.5% | -$6.48万 | 减仓 |
| ABBV | ABBVIE INC | $17.07万 | 0.14% | 785 | -735 | -48.4% | -$15.99万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | $16.97万 | 0.14% | 1,034 | -79 | -7.1% | -$1.30万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $16.25万 | 0.13% | 537 | 8 | 1.5% | $2,420 | 加仓 |
| PG | PROCTER & GAMBLE CO | $15.50万 | 0.13% | 1,073 | 324 | 43.3% | $4.68万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $15.42万 | 0.13% | 2,543 | 147 | 6.1% | $8,916 | 加仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $15.41万 | 0.13% | 777 | 89 | 12.9% | $1.76万 | 加仓 |
| AZN | ASTRAZENECA PLC F | $15.19万 | 0.13% | 770 | 770 | — | $15.19万 | 新建仓 |
| AMLP | ALERIAN MLP ETF | $14.87万 | 0.12% | 2,825 | -2,362 | -45.5% | -$12.43万 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $14.63万 | 0.12% | 1,219 | 110 | 9.9% | $1.32万 | 加仓 |
| PSX | PHILLIPS 66 | $14.59万 | 0.12% | 801 | 278 | 53.2% | $5.06万 | 加仓 |
| AVGO | BROADCOM INC | $14.32万 | 0.12% | 463 | -698 | -60.1% | -$21.59万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $14.21万 | 0.12% | 495 | -455 | -47.9% | -$13.06万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $14.19万 | 0.12% | 672 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $14.05万 | 0.12% | 1,531 | -224 | -12.8% | -$2.06万 | 减仓 |
| SHV | ISHARES 01 YEAR TREASURYBOND ETF | $13.51万 | 0.11% | 1,224 | -419 | -25.5% | -$4.63万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $13.09万 | 0.11% | 1,000 | -381 | -27.6% | -$4.99万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $12.91万 | 0.11% | 974 | -1,505 | -60.7% | -$19.94万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $12.00万 | 0.10% | 3,087 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $11.93万 | 0.10% | 654 | 12 | 1.9% | $2,190 | 加仓 |
| CHKP | CHECK POINT SOFTWARE T F | $11.53万 | 0.10% | 807 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $11.49万 | 0.10% | 87 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC F | $11.27万 | 0.09% | 1,630 | 1,630 | — | $11.27万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $10.96万 | 0.09% | 442 | -55 | -11.1% | -$1.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $10.69万 | 0.09% | 223 | -1,285 | -85.2% | -$61.58万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $10.38万 | 0.09% | 1,827 | -1,791 | -49.5% | -$10.17万 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $10.24万 | 0.09% | 1,024 | -12 | -1.2% | -$1,200 | 减仓 |
| EIX | EDISON INTL | $10.08万 | 0.08% | 1,378 | 1,378 | — | $10.08万 | 新建仓 |