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WealthTrust Axiom LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WealthTrust Axiom LLC
报告期 2026-03-31 · CIK 0001425949
持仓数
290
前50大市值合计
$274.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 17
增持 46
减持 81
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$3.2M
91,871
-1%
减持
PFE
PFIZER INC
+$1.8M
117,518
-1%
减持
MSFT
MICROSOFT CORP
+$1.4M
30,731
-3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
UHT
UNIVERSAL HEALTH RLTY INCOME
+$1.2M
24,050
+396%
减持
IRM
IRON MTN INC NEW
+$1.2M
194,448
-6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.1M
118,458
+11%
减持
CSCO
CISCO SYS INC
+$934.0K
109,553
-1%
减持
—
MANITEX INTL INC
-$912.0K
978,661
-2%
增持
EPM
EVOLUTION PETE CORP
-$846.0K
1,487,867
+1%
减持
—
MONMOUTH REAL ESTATE INVT CO
-$788.0K
43,951
-52%
减持
NTR
NUTRIEN LTD
+$725.0K
85,915
-3%
清仓
UIS
UNISYS CORP
-$692.0K
0
-100%
减持
ISSC
INNOVATIVE SOLUTIONS & SUPPO
-$643.0K
1,157,040
-1%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$639.0K
153,779
-12%
减持
—
POINTS INTL LTD
-$559.0K
265,219
-2%
增持
LLY
LILLY ELI & CO
+$549.0K
12,103
+0%
增持
LYTS
LSI INDS INC OHIO
-$543.0K
839,671
+3%
建仓
SIMO
SILICON MOTION TECHNOLOGY CO
+$508.0K
5,350
建仓
TX
TERNIUM SA
+$488.0K
11,219
减持
F
FORD MTR CO DEL
+$486.0K
78,855
-3%
减持
—
NORDIC AMERICAN TANKERS LIMI
-$447.0K
450,351
-5%
增持
ED
CONSOLIDATED EDISON INC
+$428.0K
33,048
+0%
减持
EXC
EXELON CORP
+$427.0K
47,602
-1%
减持
UMH
UMH PPTYS INC
+$422.0K
100,965
-1%
增持
NEM
NEWMONT CORP
+$416.0K
12,471
+89%
增持
KMI
KINDER MORGAN INC DEL
+$393.0K
466,908
+11%
减持
T
AT&T INC
-$393.0K
112,589
-4%
减持
—
TSAKOS ENERGY NAVIGATION LTD
-$389.0K
79,592
-12%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$379.0K
6,270
减持
IGR
CBRE GBL REAL ESTATE INC FD
+$350.0K
281,928
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$346.0K
95,070
+12%
增持
—
LIQTECH INTL INC
+$327.0K
407,897
+11%
减持
TD
TORONTO DOMINION BK ONT
+$324.0K
31,420
-0%
增持
OKE
ONEOK INC NEW
+$305.0K
19,425
+35%
减持
OLN
OLIN CORP
+$282.0K
35,637
-3%
建仓
—
PHYSICIANS RLTY TR
+$282.0K
15,000
增持
CVX
CHEVRON CORP NEW
+$270.0K
16,880
+0%
减持
—
TEAM INC
-$265.0K
92,847
-24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$264.0K
9,764
+0%
清仓
—
MEDTRONIC PLC
-$255.0K
0
-100%
建仓
TER
TERADYNE INC
+$253.0K
1,551
减持
CGBD
TCG BDC INC
-$240.0K
14,100
-56%
清仓
—
TEEKAY LNG PARTNERS L P
-$240.0K
0
-100%
减持
—
ARDMORE SHIPPING CORP
-$235.0K
303,826
-0%
清仓
LUV
SOUTHWEST AIRLS CO
-$232.0K
0
-100%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$227.0K
1,100
建仓
EMN
EASTMAN CHEM CO
+$226.0K
1,874
清仓
—
ROYAL DUTCH SHELL PLC
-$220.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$216.0K
58,041
+1%
清仓
—
BROOKFIELD RENEWABLE CORP
-$214.0K
0
-100%
减持
CVS
CVS HEALTH CORP
+$212.0K
12,420
-1%
减持
XFCOX
ABERDEEN GLOBAL INCOME FD IN
-$211.0K
113,400
-11%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$210.0K
406
建仓
PPG
PPG INDS INC
+$210.0K
1,218
增持
MTRX
MATRIX SVC CO
+$208.0K
57,500
+167%
建仓
DIOD
DIODES INC
+$208.0K
1,900
建仓
GFF
GRIFFON CORP
+$203.0K
7,160
减持
—
CSI COMPRESSCO LP
-$200.0K
218,013
-15%
减持
ETG
EATON VANCE TX ADV GLBL DIV
+$195.0K
162,580
-1%
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$192.0K
1,285,424
+16%
减持
NVS
NOVARTIS AG
+$192.0K
35,770
-0%
减持
HD
HOME DEPOT INC
+$189.0K
2,235
-1%
减持
EVRG
EVERGY INC
+$188.0K
33,652
-1%
减持
JNJ
JOHNSON & JOHNSON
+$188.0K
20,085
-0%
建仓
KD
KYNDRYL HLDGS INC
+$186.0K
10,297
增持
LMT
LOCKHEED MARTIN CORP
+$177.0K
1,126
+74%
增持
—
VIACOMCBS INC
+$177.0K
51,859
+48%
减持
INTC
INTEL CORP
-$168.0K
76,022
-1%
增持
SLB
SCHLUMBERGER LTD
+$167.0K
47,474
+12%
建仓
—
GOLDEN OCEAN GROUP LTD
+$159.0K
17,116
增持
—
TUPPERWARE BRANDS CORP
-$151.0K
30,000
+4%
减持
—
SCORPIO TANKERS INC
-$144.0K
21,850
-4%
减持
—
HANESBRANDS INC
-$142.0K
160,785
-3%
减持
—
GLAXOSMITHKLINE PLC
+$137.0K
52,896
-8%
增持
ABBV
ABBVIE INC
+$134.0K
3,554
+10%
减持
QCOM
QUALCOMM INC
+$130.0K
3,180
-9%
减持
CMCSA
COMCAST CORP NEW
-$130.0K
22,698
-0%
增持
STEW
BOULDER GROWTH & INCOME FD I
+$129.0K
36,366
+23%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$126.0K
27,028
-19%
减持
GE
GENERAL ELECTRIC CO
-$125.0K
12,772
-1%
减持
GILD
GILEAD SCIENCES INC
+$122.0K
59,395
-1%
减持
VOD
VODAFONE GROUP PLC NEW
-$113.0K
147,382
-2%
减持
NOK
NOKIA CORP
+$109.0K
150,755
-1%
减持
—
DUPONT DE NEMOURS INC
+$108.0K
8,727
-0%
增持
BNY
BANK NEW YORK MELLON CORP
+$108.0K
17,241
+0%
减持
DUK
DUKE ENERGY CORP NEW
+$105.0K
15,597
-1%
减持
TSCO
TRACTOR SUPPLY CO
+$105.0K
3,028
-1%
减持
KO
COCA COLA CO
+$102.0K
18,141
-2%
增持
DIS
DISNEY WALT CO
-$94.0K
7,651
+1%
减持
AMAT
APPLIED MATLS INC
+$94.0K
3,927
-4%
增持
FENY
FIDELITY COVINGTON TRUST
+$90.0K
23,200
+27%
减持
—
BARRICK GOLD CORP
-$88.0K
38,645
-15%
增持
SPY
SPDR S&P 500 ETF TR
+$83.0K
1,084
+8%
增持
VLO
VALERO ENERGY CORP
+$77.0K
4,433
+22%
减持
OGN
ORGANON & CO
-$76.0K
15,391
-7%
减持
HWM
HOWMET AEROSPACE INC
-$76.0K
93,430
-4%
减持
XEL
XCEL ENERGY INC
+$75.0K
16,351
-1%
增持
—
ANNALY CAPITAL MANAGEMENT IN
-$74.0K
179,430
+2%
建仓
TRAK
PARK CITY GROUP INC
+$73.0K
12,643
减持
ZYXIQ
ZYNEX INC
-$71.0K
48,939
-0%
减持
TSLA
TESLA INC
-$71.0K
573
-34%
增持
—
EXXON MOBIL CORP
+$65.0K
15,601
+3%
减持
—
TRIUMPH GROUP INC NEW
-$61.0K
108,580
-2%
增持
—
ORBITAL ENERGY GROUP INC
+$60.0K
436,671
+50%
增持
ASYS
AMTECH SYS INC
-$59.0K
42,469
+1%
减持
META
META PLATFORMS INC
-$55.0K
1,544
-9%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$54.0K
7,205
+0%
减持
AMGN
AMGEN INC
+$53.0K
5,164
-1%
减持
NVDA
NVIDIA CORPORATION
+$52.0K
905
-12%
减持
—
TE CONNECTIVITY LTD
+$52.0K
2,350
-2%
增持
KMB
KIMBERLY-CLARK CORP
+$50.0K
4,746
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$46.0K
9,214
+0%
增持
GOOG
ALPHABET INC
+$46.0K
178
+1%
增持
D
DOMINION ENERGY INC
+$46.0K
4,360
+7%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$46.0K
3,782
+11%
建仓
—
SABA CAPITAL INCOME & OPRNT
+$45.0K
10,119
减持
XLU
SELECT SECTOR SPDR TR
+$43.0K
6,882
-2%
增持
IDV
ISHARES TR
+$43.0K
43,258
+1%
减持
—
ROYAL DUTCH SHELL PLC
-$40.0K
9,492
-7%
减持
PKE
PARK AEROSPACE CORP
-$39.0K
10,505
-19%
减持
—
ALCON AG
+$39.0K
6,185
-0%
增持
—
CLOVIS ONCOLOGY INC
-$39.0K
30,000
+11%
减持
JPM
JPMORGAN CHASE & CO
-$38.0K
5,784
-1%
建仓
REI
RING ENERGY INC
+$37.0K
16,500
增持
AMZN
AMAZON COM INC
+$35.0K
511
+1%
减持
CTVA
CORTEVA INC
+$34.0K
7,536
-2%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$31.0K
315
-3%
减持
VPV
INVESCO PA VALUE MUN INC TR
+$31.0K
51,692
-1%
减持
FSTR
FOSTER L B CO
-$30.0K
15,371
-2%
减持
TRVI
TREVI THERAPEUTICS INC
-$29.0K
28,500
-22%
增持
VTRS
VIATRIS INC
+$29.0K
58,893
+4%
增持
PPL
PPL CORP
+$26.0K
11,614
+0%
增持
COP
CONOCOPHILLIPS
+$25.0K
5,588
+0%
增持
—
CONTRAFECT CORP
-$23.0K
30,025
+20%
减持
—
FLUENT INC
-$23.0K
39,498
-11%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$22.0K
2,658
-4%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$22.0K
17,100
+26%
增持
—
PANGAEA LOGISTICS SOLUTION L
+$21.0K
57,000
+48%
建仓
—
PROGENITY INC
+$20.0K
10,000
减持
—
MARKER THERAPEUTICS INC
-$20.0K
22,700
-8%
减持
AMLP
ALPS ETF TR
-$19.0K
7,181
-6%
减持
TXN
TEXAS INSTRS INC
-$19.0K
3,050
-1%
减持
XLV
SELECT SECTOR SPDR TR
+$18.0K
1,715
-2%
减持
ORANY
ORANGE
-$18.0K
22,929
-4%
减持
CNP
CENTERPOINT ENERGY INC
+$17.0K
8,619
-5%
减持
BAC
BK OF AMERICA CORP
+$17.0K
17,691
-2%
减持
ENB
ENBRIDGE INC
-$16.0K
14,823
-1%
减持
MRK
MERCK & CO INC
+$16.0K
46,225
-2%
减持
GLW
CORNING INC
+$16.0K
103,154
-2%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$15.0K
112,844
-1%
