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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 15
增持 63
减持 60
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
EPM
EVOLUTION PETE CORP
+$2.8M
1,654,020
-1%
减持
AAPL
APPLE INC
+$2.7M
92,593
-0%
增持
LLY
LILLY ELI & CO
+$1.6M
12,447
+0%
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。
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$1.6M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.5M
31,742
-1%
减持
TXN
TEXAS INSTRS INC
-$1.4M
3,050
-71%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$1.2M
96,778
-17%
增持
LYTS
LSI INDS INC OHIO
-$1.2M
882,140
+0%
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$1.1M
1,443,949
+2%
减持
IRM
IRON MTN INC DEL
-$989.7K
108,983
-20%
建仓
RIO
RIO TINTO PLC
+$808.3K
12,662
建仓
BHP
BHP GROUP LTD
+$790.3K
13,245
增持
KOPN
KOPIN CORP
+$767.1K
722,799
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$635.6K
115,713
-0%
增持
KMI
KINDER MORGAN INC DEL
+$525.9K
568,136
+7%
增持
NTR
NUTRIEN LTD
-$514.2K
43,426
+4%
减持
T
AT&T INC
-$473.5K
139,788
-0%
增持
PFE
PFIZER INC
-$472.6K
115,430
+0%
减持
MRK
MERCK & CO INC
+$395.6K
45,091
-0%
增持
MTRX
MATRIX SVC CO
+$366.7K
183,500
+39%
清仓
—
LIQTECH INTL INC
-$358.7K
0
-100%
减持
—
PARAMOUNT GLOBAL
-$351.7K
53,210
-1%
建仓
LIQT
LIQTECH INTL INC
+$342.3K
106,632
增持
GILD
GILEAD SCIENCES INC
-$327.5K
55,536
+0%
清仓
—
TORM PLC
-$297.8K
0
-100%
清仓
—
TSAKOS ENERGY NAVIGATION LTD
-$296.6K
0
-100%
减持
NVS
NOVARTIS AG
+$294.8K
33,190
-0%
清仓
TRGP
TARGA RES CORP
-$293.6K
0
-100%
建仓
ONTO
ONTO INNOVATION INC
+$263.6K
2,263
增持
UHT
UNIVERSAL HEALTH RLTY INCOME
+$262.3K
41,856
+16%
增持
—
MANITEX INTL INC
+$252.4K
1,000,080
+0%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$245.3K
313,087
+19%
建仓
IDXX
IDEXX LABS INC
+$239.1K
476
增持
UMH
UMH PPTYS INC
+$234.1K
131,464
+4%
建仓
HSBC
HSBC HLDGS PLC
+$226.0K
5,705
增持
—
AMERICAS GOLD AND SILVER COR
-$224.3K
1,779,510
+0%
减持
CEG
CONSTELLATION ENERGY CORP
+$218.7K
17,150
-0%
建仓
—
BROOKFIELD RENEWABLE CORP
+$217.8K
6,909
增持
FSTR
FOSTER L B CO
+$215.7K
36,639
+37%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$215.0K
2,392
建仓
QQQ
INVESCO QQQ TR
+$208.6K
564
建仓
MDLZ
MONDELEZ INTL INC
+$205.0K
2,810
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$204.4K
4,426
建仓
NSC
NORFOLK SOUTHN CORP
+$204.1K
900
减持
JNJ
JOHNSON & JOHNSON
+$202.1K
20,304
-0%
减持
F
FORD MTR CO DEL
+$195.0K
78,304
-0%
减持
AMZN
AMAZON COM INC
+$193.4K
9,906
-7%
建仓
UVSP
UNIVEST FINANCIAL CORPORATIO
+$188.6K
10,434
增持
POCI
PRECISION OPTICS CORP INC MA
+$187.8K
136,992
+42%
增持
FITB
FIFTH THIRD BANCORP
+$167.2K
109,789
+8%
增持
ED
CONSOLIDATED EDISON INC
-$165.4K
32,108
+0%
减持
OLN
OLIN CORP
-$162.1K
32,686
-2%
减持
HWM
HOWMET AEROSPACE INC
+$154.5K
60,375
-10%
增持
—
ARDMORE SHIPPING CORP
-$147.3K
92,376
+7%
减持
ISSC
INNOVATIVE SOLUTIONS & SUPPO
-$142.8K
768,754
-0%
减持
DIS
DISNEY WALT CO
-$141.8K
6,737
-9%
减持
NOK
NOKIA CORP
-$139.5K
172,326
-1%
减持
—
HANESBRANDS INC
-$138.1K
187,640
-0%
减持
CVX
CHEVRON CORP NEW
-$137.6K
16,710
-1%
清仓
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
-$134.0K
0
-100%
增持
GHM
GRAHAM CORP
+$132.6K
41,940
+29%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$127.1K
10,616
减持
LMT
LOCKHEED MARTIN CORP
-$124.4K
886
-21%
增持
—
NORDIC AMERICAN TANKERS LIMI
+$123.9K
614,067
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
-$121.1K
125,216
+2%
减持
NVDA
NVIDIA CORPORATION
+$104.0K
721
-0%
减持
—
MANAGED PORTFOLIO SERIES
-$96.6K
16,523
-20%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$94.2K
54,658
-1%
增持
ABBV
ABBVIE INC
-$93.7K
3,808
+0%
减持
VLO
VALERO ENERGY CORP
-$92.0K
4,005
-0%
减持
NEE
NEXTERA ENERGY INC
-$91.4K
15,699
-4%
增持
EVRG
EVERGY INC
-$89.8K
33,341
+0%
增持
SHEL
SHELL PLC
+$88.1K
19,790
+3%
增持
—
NEXTIER OILFIELD SOLUTIONS
+$87.6K
60,400
+6%
减持
DVY
ISHARES TR
-$87.4K
6,190
-8%
减持
JPM
JPMORGAN CHASE & CO
+$85.7K
5,828
-0%
增持
ETG
EATON VANCE TX ADV GLBL DIV
+$85.3K
140,443
+0%
减持
MPC
MARATHON PETE CORP
-$84.8K
3,173
-6%
增持
AMAT
APPLIED MATLS INC
+$84.4K
3,885
+0%
增持
CMCSA
COMCAST CORP NEW
+$83.5K
22,892
+0%
减持
WBD
WARNER BROS DISCOVERY INC
-$78.0K
23,855
-4%
减持
—
TRIUMPH GROUP INC NEW
+$71.5K
98,723
-0%
减持
—
ALCON AG
+$70.4K
6,097
-0%
减持
INTC
INTEL CORP
+$65.8K
90,560
-0%
增持
CVS
CVS HEALTH CORP
-$64.8K
12,531
+0%
清仓
—
ORBITAL INFRASTRUCTURE GRP I
-$64.7K
0
-100%
减持
OGN
ORGANON & CO
-$64.1K
20,644
-2%
减持
TD
TORONTO DOMINION BK ONT
+$63.9K
30,812
-0%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$59.8K
19,440
-3%
增持
EXC
EXELON CORP
-$59.3K
51,847
+0%
减持
CSCO
CISCO SYS INC
-$58.9K
108,600
-0%
减持
—
SONIC FDRY INC
-$57.4K
56,315
-54%
减持
FENY
FIDELITY COVINGTON TRUST
-$55.0K
15,950
-12%
增持
GM
GENERAL MTRS CO
+$52.9K
28,131
+0%
增持
—
SCORPIO TANKERS INC
+$50.9K
11,450
+32%
增持
SPY
SPDR S&P 500 ETF TR
+$49.9K
1,456
+0%
减持
—
EATON CORP PLC
+$49.8K
1,962
-2%
清仓
—
TUPPERWARE BRANDS CORP
-$47.4K
0
-100%
增持
PSX
PHILLIPS 66
-$45.3K
7,636
+0%
减持
GOOGL
ALPHABET INC
+$44.7K
3,320
-2%
减持
—
EXXON MOBIL CORP
-$44.6K
14,387
-1%
增持
APPS
DIGITAL TURBINE INC
-$44.6K
54,678
+22%
减持
—
GOLDEN OCEAN GROUP LTD
-$39.2K
18,916
-1%
增持
BX
BLACKSTONE INC
+$38.1K
6,996
+0%
增持
OKE
ONEOK INC NEW
-$37.2K
20,710
+0%
增持
SMR
NUSCALE PWR CORP
-$36.5K
19,520
+5%
增持
IPI
INTREPID POTASH INC
-$35.3K
10,000
+5%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$35.3K
8,640
+0%
减持
—
BARRICK GOLD CORP
-$33.4K
19,525
-0%
增持
FIDI
FIDELITY COVINGTON TRUST
+$31.7K
67,554
+1%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$28.1K
35,076
-1%
建仓
—
EZFILL HOLDINGS INC
+$27.6K
11,813
清仓
—
EZFILL HOLDINGS INC
-$27.4K
0
-100%
增持
QCOM
QUALCOMM INC
-$26.8K
3,166
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$26.2K
1,781
+1%
增持
COP
CONOCOPHILLIPS
+$24.4K
5,502
+0%
增持
GLW
CORNING INC
-$22.2K
101,064
+0%
减持
BAC
BANK AMERICA CORP
-$21.2K
15,918
-5%
增持
BP
BP PLC
-$21.2K
8,201
+0%
减持
VTRS
VIATRIS INC
+$20.1K
61,713
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$19.7K
3,256
+7%
减持
BNY
BANK NEW YORK MELLON CORP
-$15.7K
17,044
-0%
增持
KMB
KIMBERLY-CLARK CORP
+$15.7K
2,660
+2%
增持
PPL
PPL CORP
-$15.3K
11,655
+0%
减持
—
FLUENT INC
-$15.2K
65,998
-4%
增持
MMM
3M CO
-$15.2K
3,051
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$14.0K
29,092
+0%
增持
PEP
PEPSICO INC
+$13.8K
4,692
+0%
减持
—
CSI COMPRESSCO LP
-$12.9K
154,986
-8%
增持
HLN
HALEON PLC
+$12.5K
52,078
+0%
增持
TX
TERNIUM SA
-$11.8K
29,100
+3%
清仓
—
APTOSE BIOSCIENCES INC
-$9.6K
0
-100%
增持
AEM
AGNICO EAGLE MINES LTD
-$9.3K
34,826
+1%
增持
—
GSE SYS INC
-$9.1K
37,417
+15%
增持
PNC
PNC FINL SVCS GROUP INC
-$9.0K
8,258
+0%
清仓
—
CBRE GBL REAL ESTATE INC FD
-$8.1K
0
-100%
增持
VPV
INVESCO PA VALUE MUN INC TR
-$8.0K
45,039
+0%
减持
—
PANGAEA LOGISTICS SOLUTION L
+$7.2K
16,156
-7%
增持
VVR
INVESCO SR INCOME TR
+$6.2K
35,831
+0%
减持
TRAK
PARK CITY GROUP INC
-$5.3K
16,407
-40%
减持
MO
ALTRIA GROUP INC
-$4.6K
6,041
-3%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$3.8K
3,713
-2%
增持
GSK
GSK PLC
+$3.6K
58,127
+0%
减持
AMLP
ALPS ETF TR
-$3.5K
12,027
-2%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$3.4K
3,833
-0%
增持
DIOD
DIODES INC
+$2.5K
2,302
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.2K
532
-5%
清仓
—
AUDACY INC
-$2.0K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6K
3,170
-3%
增持
SLB
SCHLUMBERGER LTD
+$1.4K
49,461
+0%
