小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 54
减持 66
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
PFFD
GLOBAL X FDS
+$5.4M
261,018
增持
AAPL
APPLE INC
+$2.5M
80,458
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.4M
52,491
-1%
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
SLB
SCHLUMBERGER LTD
+$1.5M
87,173
+90%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.3M
126,099
-0%
减持
KMI
KINDER MORGAN INC DEL
+$1.1M
554,548
-1%
建仓
—
AMCOR PLC
+$1.1M
96,274
减持
LYTS
LSI INDS INC OHIO
+$1.1M
689,038
-1%
增持
NTR
NUTRIEN LTD
+$1.1M
111,526
+32%
清仓
—
ENCORE WIRE CORP
-$1.0M
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
+$769.8K
15,460
-5%
减持
GILD
GILEAD SCIENCES INC
+$765.0K
52,565
-1%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$763.0K
341,059
+16%
减持
—
MANITEX INTL INC
+$755.5K
796,471
-5%
减持
AEM
AGNICO EAGLE MINES LTD
+$700.6K
46,294
-0%
减持
LLY
ELI LILLY & CO
-$645.8K
10,401
-4%
增持
PFE
PFIZER INC
+$632.3K
178,613
+10%
减持
MSFT
MICROSOFT CORP
-$563.0K
30,352
-0%
增持
T
AT&T INC
+$528.5K
126,816
+7%
减持
FITB
FIFTH THIRD BANCORP
+$521.8K
82,753
-0%
减持
INTC
INTEL CORP
-$521.8K
57,435
-5%
减持
CSCO
CISCO SYS INC
+$519.3K
99,274
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$507.4K
117,276
+2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$497.9K
47,213
+56%
减持
GLW
CORNING INC
+$489.6K
93,449
-3%
减持
MRK
MERCK & CO INC
-$468.7K
42,194
-1%
减持
UMH
UMH PPTYS INC
+$455.3K
128,065
-1%
增持
BAC
BANK AMERICA CORP
+$434.9K
26,637
+70%
减持
HWM
HOWMET AEROSPACE INC
+$425.6K
44,296
-14%
减持
ED
CONSOLIDATED EDISON INC
+$416.9K
29,858
-1%
清仓
—
SCORPIO TANKERS INC
-$413.8K
0
-100%
减持
NEE
NEXTERA ENERGY INC
+$405.3K
30,189
-0%
增持
AXP
AMERICAN EXPRESS CO
+$351.4K
5,101
+14%
建仓
—
TE CONNECTIVITY PLC
+$347.3K
2,300
清仓
—
TE CONNECTIVITY LTD
-$346.0K
0
-100%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$338.0K
2,000
增持
JNJ
JOHNSON & JOHNSON
+$329.1K
20,324
+0%
增持
OKE
ONEOK INC NEW
+$327.3K
21,839
+7%
减持
ISSC
INNOVATIVE SOLUTIONS & SUPPO
+$321.8K
750,674
-1%
增持
EPM
EVOLUTION PETE CORP
+$307.5K
1,705,138
+3%
建仓
MTB
M & T BK CORP
+$295.1K
1,657
增持
ET
ENERGY TRANSFER L P
+$281.3K
39,432
+82%
减持
CMS
CMS ENERGY CORP
+$274.6K
30,100
-3%
减持
NVS
NOVARTIS AG
+$273.0K
34,810
-1%
减持
UHT
UNIVERSAL HEALTH RLTY INCOME
+$270.6K
42,331
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$270.4K
7,077
+6%
增持
QQQ
INVESCO QQQ TR
+$269.4K
1,399
+62%
减持
—
TRIUMPH GROUP INC NEW
-$264.0K
91,933
-2%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$256.1K
12,636
建仓
LEU
CENTRUS ENERGY CORP
+$255.3K
4,655
减持
—
ARDMORE SHIPPING CORP
-$254.0K
52,751
-2%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$253.7K
2,844
建仓
DHI
D R HORTON INC
+$243.6K
1,277
增持
BNY
BANK NEW YORK MELLON CORP
+$241.6K
13,726
+10%
清仓
—
TSAKOS ENERGY NAVIGATION LTD
-$235.9K
0
-100%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$235.6K
9,052
增持
ENB
ENBRIDGE INC
+$232.0K
19,908
+23%
建仓
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$231.8K
10,500
清仓
ITW
ILLINOIS TOOL WKS INC
-$231.3K
0
-100%
建仓
—
GOLAR LNG LTD
+$229.8K
6,250
建仓
PNW
PINNACLE WEST CAP CORP
+$221.5K
2,500
建仓
RITM
RITHM CAPITAL CORP
+$219.6K
19,350
建仓
—
BROOKFIELD RENEWABLE CORP
+$219.5K
6,722
减持
PATK
PATRICK INDS INC
+$218.1K
6,512
-0%
清仓
FANG
DIAMONDBACK ENERGY INC
-$212.8K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
+$212.2K
15,908
-2%
减持
—
NORDIC AMERICAN TANKERS LIMI
-$211.3K
648,018
-0%
建仓
VLUE
ISHARES TR
+$210.7K
1,932
建仓
SRE
SEMPRA
+$210.6K
2,518
清仓
AMKR
AMKOR TECHNOLOGY INC
-$210.1K
0
-100%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$206.6K
2,047
减持
EXC
EXELON CORP
+$206.1K
46,645
-4%
减持
ORCL
ORACLE CORP
+$204.9K
7,741
-2%
建仓
STWD
STARWOOD PPTY TR INC
+$202.3K
9,925
清仓
DINO
HF SINCLAIR CORP
-$202.1K
0
-100%
减持
—
HANESBRANDS INC
-$190.2K
60,851
-53%
增持
IVV
ISHARES TR
+$189.9K
1,374
+25%
建仓
AGNC
AGNC INVT CORP
+$169.5K
16,200
增持
VOD
VODAFONE GROUP PLC NEW
+$163.9K
133,430
+1%
增持
MO
ALTRIA GROUP INC
+$162.8K
7,634
+53%
增持
HD
HOME DEPOT INC
+$161.5K
2,486
+1%
减持
XEL
XCEL ENERGY INC
+$159.1K
14,501
-2%
增持
KO
COCA COLA CO
+$158.3K
12,190
+8%
增持
NVDA
NVIDIA CORPORATION
+$156.5K
9,062
+19%
减持
PTEN
PATTERSON-UTI ENERGY INC
-$154.5K
46,402
-6%
减持
GSK
GSK PLC
+$146.8K
62,694
-0%
减持
SHEL
SHELL PLC
-$146.3K
19,076
-2%
增持
—
AMERICAS GOLD AND SILVER COR
+$146.2K
2,169,693
+0%
减持
EVRG
EVERGY INC
+$144.3K
29,710
-7%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$139.8K
44,993
+12%
减持
CVX
CHEVRON CORP NEW
-$139.4K
15,129
-0%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
+$134.9K
59,037
-5%
减持
EQNR
EQUINOR ASA
-$130.9K
31,688
-3%
增持
—
CERAGON NETWORKS LTD
+$123.8K
110,150
+55%
减持
AMAT
APPLIED MATLS INC
-$120.2K
2,935
-3%
减持
HLN
HALEON PLC
+$115.3K
55,400
-3%
减持
MOG/A
MOOG INC
+$113.0K
3,375
-1%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$112.8K
22,800
-4%
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$111.1K
1,632,226
+14%
增持
STM
STMICROELECTRONICS N V
+$106.8K
13,700
+79%
减持
GOOG
ALPHABET INC
-$104.2K
4,160
-5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$104.0K
3,726
+9%
减持
BX
BLACKSTONE INC
+$101.5K
6,382
-10%
减持
ETG
EATON VANCE TX ADV GLBL DIV
+$98.9K
130,329
-0%
增持
CAT
CATERPILLAR INC
+$98.5K
1,614
+1%
减持
F
FORD MTR CO
-$95.6K
44,499
-1%
增持
—
ROCKWELL MED INC
+$95.4K
38,000
+21%
增持
RIO
RIO TINTO PLC
+$94.8K
13,048
+3%
减持
VLO
VALERO ENERGY CORP
-$91.8K
3,437
-3%
增持
QCOM
QUALCOMM INC
-$90.8K
3,182
+0%
增持
ABBV
ABBVIE INC
+$88.5K
2,651
+5%
增持
IBDS
ISHARES TR
+$86.7K
61,300
+3%
减持
XLU
SELECT SECTOR SPDR TR
+$86.5K
7,377
-1%
减持
PSX
PHILLIPS 66
-$86.3K
6,954
-2%
增持
—
UNILEVER PLC
+$85.5K
8,154
+1%
减持
MTRX
MATRIX SVC CO
+$82.3K
77,800
-5%
减持
FIDI
FIDELITY COVINGTON TRUST
+$80.3K
58,804
-0%
增持
OBE
OBSIDIAN ENERGY LTD
-$78.9K
67,063
+11%
增持
AMGN
AMGEN INC
+$77.0K
4,819
+2%
增持
RTX
RTX CORPORATION
+$75.2K
3,484
+1%
增持
BA
BOEING CO
-$74.4K
3,698
+6%
减持
FENY
FIDELITY COVINGTON TRUST
-$73.0K
10,200
-20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$71.0K
8,077
-13%
减持
—
DUPONT DE NEMOURS INC
+$69.9K
8,203
-0%
清仓
—
GSE SYS INC
-$68.4K
0
-100%
增持
AMP
AMERIPRISE FINL INC
+$67.8K
758
+12%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$64.1K
3,797
+1%
增持
AMZN
AMAZON COM INC
-$62.3K
10,819
+1%
增持
PG
PROCTER AND GAMBLE CO
+$62.2K
6,611
+1%
减持
—
ALCON AG
+$60.4K
5,800
-1%
减持
IRM
IRON MTN INC DEL
+$59.6K
48,421
-24%
清仓
—
ABRDN ASIA PACIFIC INCOME FU
-$57.9K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
-$52.3K
2,312
+4%
减持
PWR
QUANTA SVCS INC
+$52.1K
2,538
-8%
增持
POCI
PRECISION OPTICS CORP INC MA
-$51.7K
237,914
+2%
增持
KOPN
KOPIN CORP
-$51.5K
490,981
+1%
减持
GHM
GRAHAM CORP
+$51.4K
39,901
-0%
增持
—
EXXON MOBIL CORP
+$51.2K
15,504
+1%
减持
WM
WASTE MGMT INC DEL
-$50.9K
5,158
-2%
减持
GD
GENERAL DYNAMICS CORP
-$50.0K
667
-23%
增持
JPM
JPMORGAN CHASE & CO.
+$49.8K
5,776
+0%
增持
PPL
PPL CORP
+$48.1K
8,236
+2%
增持
COP
CONOCOPHILLIPS
-$46.0K
5,077
+0%
增持
GOOGL
ALPHABET INC
-$44.4K
3,340
+2%
减持
MPC
MARATHON PETE CORP
-$43.9K
2,745
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$41.8K
1,392
+0%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$40.0K
105,153
-1%
减持
TX
TERNIUM SA
-$37.2K
28,850
-2%
减持
GM
GENERAL MTRS CO
-$36.2K
9,441
-5%
减持
LIQT
LIQTECH INTL INC
+$35.9K
180,562
-0%
