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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 47
减持 78
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$2.7M
76,965
-7%
减持
—
MANITEX INTL INC
-$1.7M
861,038
-2%
减持
LLY
ELI LILLY & CO
+$1.7M
11,053
-6%
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。
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$1.5M
62,682
-18%
建仓
IBDS
ISHARES TR
+$1.4M
60,000
增持
NTR
NUTRIEN LTD
+$1.3M
84,751
+44%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
53,660
-3%
减持
MSFT
MICROSOFT CORP
+$1.2M
30,461
-2%
减持
ISSC
INNOVATIVE SOLUTIONS & SUPPO
-$1.1M
766,348
-3%
减持
CEG
CONSTELLATION ENERGY CORP
+$1.0M
16,294
-4%
减持
MRK
MERCK & CO INC
+$926.5K
42,787
-1%
减持
HWM
HOWMET AEROSPACE INC
+$703.7K
54,567
-3%
增持
MATV
MATIV HOLDINGS INC
+$659.6K
77,750
+49%
增持
PFE
PFIZER INC
+$613.2K
148,262
+22%
减持
EPM
EVOLUTION PETE CORP
+$524.8K
1,662,367
-0%
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$524.7K
1,369,744
+12%
减持
GILD
GILEAD SCIENCES INC
-$519.0K
53,776
-2%
减持
LYTS
LSI INDS INC OHIO
+$508.5K
711,700
-2%
减持
INTC
INTEL CORP
-$489.4K
60,757
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$470.9K
117,968
-1%
增持
GSK
GSK PLC
+$468.2K
63,152
+5%
减持
IRM
IRON MTN INC DEL
-$466.0K
66,483
-20%
增持
GHM
GRAHAM CORP
+$445.2K
48,091
+5%
减持
FITB
FIFTH THIRD BANCORP
-$427.6K
85,453
-18%
减持
KMI
KINDER MORGAN INC DEL
+$388.6K
564,584
-0%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$362.3K
87,466
+39%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$361.9K
9,298
-7%
减持
—
SCORPIO TANKERS INC
-$341.2K
9,290
-44%
建仓
STM
STMICROELECTRONICS N V
+$326.5K
7,550
清仓
ASPN
ASPEN AEROGELS INC
-$295.9K
0
-100%
增持
AMZN
AMAZON COM INC
+$295.5K
10,074
+1%
增持
WM
WASTE MGMT INC DEL
+$286.5K
5,258
+13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$276.9K
111,961
-1%
增持
OBE
OBSIDIAN ENERGY LTD
+$271.7K
51,813
+128%
增持
—
EXXON MOBIL CORP
+$270.9K
15,080
+2%
减持
GE
GENERAL ELECTRIC CO
+$261.6K
7,141
-8%
增持
UHT
UNIVERSAL HEALTH RLTY INCOME
-$258.2K
42,785
+1%
减持
NVDA
NVIDIA CORPORATION
+$247.2K
624
-2%
建仓
ALL
ALLSTATE CORP
+$240.1K
1,388
清仓
LEU
CENTRUS ENERGY CORP
-$239.7K
0
-100%
建仓
ANIK
ANIKA THERAPEUTICS INC
+$236.2K
9,300
建仓
MU
MICRON TECHNOLOGY INC
+$232.3K
1,971
减持
APPS
DIGITAL TURBINE INC
-$232.0K
18,348
-55%
增持
AEM
AGNICO EAGLE MINES LTD
+$228.7K
47,107
+0%
减持
—
NORDIC AMERICAN TANKERS LIMI
-$226.5K
664,736
-1%
增持
PSX
PHILLIPS 66
+$225.5K
7,449
+0%
清仓
BIIB
BIOGEN INC
-$224.1K
0
-100%
建仓
AGG
ISHARES TR
+$221.0K
2,256
减持
XEL
XCEL ENERGY INC
-$219.4K
14,751
-10%
建仓
FANG
DIAMONDBACK ENERGY INC
+$216.9K
1,095
清仓
KWR
QUAKER HOUGHTON
-$213.4K
0
-100%
建仓
ITOT
ISHARES TR
+$211.6K
1,835
建仓
—
TSAKOS ENERGY NAVIGATION LTD
+$210.9K
8,306
清仓
VSH
VISHAY INTERTECHNOLOGY INC
-$210.2K
0
-100%
建仓
DHI
D R HORTON INC
+$210.1K
1,277
建仓
EMR
EMERSON ELEC CO
+$209.9K
1,850
建仓
VLUE
ISHARES TR
+$209.3K
1,932
建仓
VTV
VANGUARD INDEX FDS
+$207.5K
1,274
增持
BA
BOEING CO
-$201.3K
3,498
+4%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$201.1K
10,725
减持
KOPN
KOPIN CORP
-$195.5K
694,749
-2%
清仓
—
PHYSICIANS RLTY TR
-$195.0K
0
-100%
建仓
—
CERAGON NETWORKS LTD
+$190.4K
59,500
减持
EQNR
EQUINOR ASA
-$183.6K
32,969
-3%
清仓
HR
HEALTHCARE RLTY TR
-$175.8K
0
-100%
减持
CSCO
CISCO SYS INC
-$171.2K
101,501
-2%
增持
ORCL
ORACLE CORP
+$170.2K
7,911
+1%
减持
MTRX
MATRIX SVC CO
-$170.0K
109,350
-33%
减持
GLW
CORNING INC
+$162.5K
97,394
-3%
减持
CSX
CSX CORP
-$161.9K
35,116
-17%
减持
—
HANESBRANDS INC
+$160.0K
138,229
-4%
减持
—
TRIUMPH GROUP INC NEW
-$153.1K
90,132
-1%
减持
OKE
ONEOK INC NEW
+$150.7K
20,385
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$149.2K
6,121
+3%
减持
JPM
JPMORGAN CHASE & CO
+$148.7K
5,512
-2%
增持
VLO
VALERO ENERGY CORP
+$148.5K
3,647
+0%
增持
OLN
OLIN CORP
+$146.4K
30,187
+0%
减持
BHP
BHP GROUP LTD
-$145.2K
12,903
-1%
减持
DIS
DISNEY WALT CO
+$144.7K
6,474
-10%
增持
—
EATON CORP PLC
+$141.0K
1,963
+0%
增持
TSCO
TRACTOR SUPPLY CO
+$134.4K
2,878
+0%
减持
MPC
MARATHON PETE CORP
+$133.5K
2,831
-4%
减持
TD
TORONTO DOMINION BK ONT
-$133.2K
29,271
-0%
增持
T
AT&T INC
+$131.1K
119,686
+2%
减持
FSTR
FOSTER L B CO
-$131.1K
9,051
-47%
增持
SLB
SCHLUMBERGER LTD
+$127.0K
45,717
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$126.1K
30,208
+5%
增持
NVS
NOVARTIS AG
-$126.0K
34,134
+1%
减持
TSLA
TESLA INC
-$124.1K
1,656
-1%
增持
CAT
CATERPILLAR INC
+$115.7K
1,631
+0%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$112.3K
40,029
+15%
减持
—
PARAMOUNT GLOBAL
-$111.8K
30,415
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$101.3K
1,369
-20%
减持
IPI
INTREPID POTASH INC
-$100.6K
13,500
-16%
减持
PG
PROCTER AND GAMBLE CO
+$98.6K
6,566
-0%
增持
NEE
NEXTERA ENERGY INC
+$96.4K
30,363
+0%
减持
—
ARDMORE SHIPPING CORP
-$93.3K
87,251
-19%
增持
IGM
ISHARES TR
+$91.3K
7,950
+500%
减持
GM
GENERAL MTRS CO
+$90.6K
10,750
-3%
增持
SYY
SYSCO CORP
+$89.0K
5,600
+12%
增持
JNJ
JOHNSON & JOHNSON
+$86.1K
20,377
+2%
增持
DVY
ISHARES TR
+$85.9K
6,112
+7%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$85.1K
9,072
+0%
增持
RIO
RIO TINTO PLC
-$83.3K
12,929
+6%
建仓
ELVA
ELECTROVAYA INC
+$82.8K
22,632
减持
HD
HOME DEPOT INC
+$81.0K
2,457
-1%
增持
QCOM
QUALCOMM INC
+$78.4K
3,171
+0%
增持
WMT
WALMART INC
+$73.2K
9,600
+200%
减持
—
PANGAEA LOGISTICS SOLUTION L
-$72.9K
21,226
-21%
减持
AXP
AMERICAN EXPRESS CO
+$71.4K
4,457
-11%
减持
WBD
WARNER BROS DISCOVERY INC
-$71.2K
17,940
-10%
增持
ABBV
ABBVIE INC
+$70.9K
2,610
+0%
减持
CMCSA
COMCAST CORP NEW
-$69.2K
19,183
-7%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$66.3K
17,440
-3%
减持
FIDI
FIDELITY COVINGTON TRUST
-$63.7K
59,554
-6%
增持
COP
CONOCOPHILLIPS
+$62.4K
5,554
+0%
减持
—
CSI COMPRESSCO LP
+$61.3K
122,563
-11%
增持
OGN
ORGANON & CO
+$60.0K
12,985
+2%
减持
MTB
M & T BK CORP
-$54.4K
1,959
-21%
增持
XLU
SELECT SECTOR SPDR TR
+$53.8K
7,476
+8%
减持
ASYS
AMTECH SYS INC
+$53.3K
44,308
-0%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$51.6K
0
-100%
减持
IDV
ISHARES TR
-$49.4K
33,432
-5%
减持
GOOG
ALPHABET INC
+$49.1K
4,360
-0%
减持
IXN
ISHARES TR
+$47.1K
7,416
-0%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$46.9K
2,172
-9%
减持
VTRS
VIATRIS INC
+$45.9K
55,187
-2%
减持
—
BARRICK GOLD CORP
-$45.7K
22,185
-3%
减持
ED
CONSOLIDATED EDISON INC
-$44.9K
30,298
-1%
增持
STEW
SRH TOTAL RETURN FUND INC
+$43.6K
36,620
+0%
减持
BAC
BANK AMERICA CORP
+$42.1K
15,849
-5%
减持
UMH
UMH PPTYS INC
+$38.8K
129,565
-4%
减持
AMGN
AMGEN INC
-$37.9K
4,723
-1%
建仓
—
TILRAY BRANDS INC
+$37.4K
15,151
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$36.8K
3,318
-0%
减持
UNP
UNION PAC CORP
-$36.3K
1,668
-8%
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$36.0K
299,387
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$35.9K
1,797
+2%
增持
DOW
DOW INC
+$35.2K
10,497
+0%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$34.9K
106,431
-3%
增持
—
ALCON AG
+$34.6K
5,884
+1%
增持
HLN
HALEON PLC
+$33.9K
57,492
+4%
减持
FENY
FIDELITY COVINGTON TRUST
+$33.0K
13,700
-2%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$31.7K
3,775
-6%
减持
VUG
VANGUARD INDEX FDS
+$31.6K
1,041
-1%
减持
IJT
ISHARES TR
-$30.8K
2,320
-13%
减持
KO
COCA COLA CO
-$28.9K
11,116
-8%
增持
POCI
PRECISION OPTICS CORP INC MA
+$27.6K
208,872
+11%
增持
CVS
CVS HEALTH CORP
+$25.3K
11,735
+2%
减持
TRAK
REPOSITRAK INC
+$24.7K
10,041
-25%
