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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 12
增持 56
减持 70
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
LYTS
LSI INDS INC OHIO
-$3.3M
602,597
-14%
清仓
—
MANITEX INTL INC
-$3.1M
0
-100%
减持
AAPL
APPLE INC
-$2.5M
78,792
-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。
减持
ISSC
INNOVATIVE SOLUTIONS & SUPPO
-$2.5M
626,639
-17%
建仓
FLDR
FIDELITY MERRIMACK STR TR
+$1.7M
34,386
减持
MSFT
MICROSOFT CORP
-$1.6M
29,903
-2%
增持
AEM
AGNICO EAGLE MINES LTD
+$1.5M
47,075
+1%
减持
IRM
IRON MTN INC DEL
-$973.9K
45,217
-2%
减持
GILD
GILEAD SCIENCES INC
+$906.2K
50,832
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$886.4K
122,587
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$870.5K
11,222
+380%
减持
—
TRIUMPH GROUP INC NEW
-$850.7K
16,087
-76%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$842.4K
49,357
-5%
减持
GHM
GRAHAM CORP
-$821.3K
29,180
-22%
增持
T
AT&T INC
+$795.6K
132,017
+2%
增持
PFE
PFIZER INC
+$790.0K
238,105
+20%
清仓
CSX
CSX CORP
-$783.0K
0
-100%
减持
MTRX
MATRIX SVC CO
-$657.5K
16,000
-78%
增持
ED
CONSOLIDATED EDISON INC
+$652.1K
29,988
+0%
建仓
NVO
NOVO-NORDISK A S
+$629.8K
9,069
增持
NVS
NOVARTIS AG
+$596.5K
34,885
+3%
增持
JNJ
JOHNSON & JOHNSON
+$545.0K
20,507
+4%
增持
GSK
GSK PLC
+$536.0K
73,444
+8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$508.6K
126,014
-1%
减持
TTI
TETRA TECHNOLOGIES INC DEL
-$502.4K
1,658,632
-2%
增持
ELVA
ELECTROVAYA INC
+$492.6K
394,079
+134%
增持
SLB
SCHLUMBERGER LTD
+$482.2K
128,422
+1%
建仓
WTRG
ESSENTIAL UTILS INC
+$476.3K
12,048
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$475.5K
7,771
-4%
减持
MRK
MERCK & CO INC
-$443.8K
41,894
-1%
增持
EXC
EXELON CORP
+$432.8K
48,317
+1%
减持
—
CERAGON NETWORKS LTD
-$431.1K
170,600
-4%
清仓
—
INSIGHT SELECT INCOME FD
-$410.7K
0
-100%
减持
NTR
NUTRIEN LTD
+$353.9K
109,678
-4%
减持
CEG
CONSTELLATION ENERGY CORP
-$352.4K
15,556
-0%
减持
KMI
KINDER MORGAN INC DEL
-$344.5K
514,031
-6%
减持
CVX
CHEVRON CORP NEW
+$333.2K
15,264
-0%
建仓
KIO
KKR INCOME OPPORTUNITIES FD
+$326.8K
26,591
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$322.3K
50,056
-14%
建仓
USFD
US FOODS HLDG CORP
+$318.9K
4,872
减持
MATV
MATIV HOLDINGS INC
-$310.5K
46,650
-15%
减持
OLN
OLIN CORP
-$288.6K
28,953
-1%
减持
LLY
ELI LILLY & CO
+$284.7K
10,200
-3%
清仓
—
PARAMOUNT GLOBAL
-$284.7K
0
-100%
增持
CVS
CVS HEALTH CORP
+$276.3K
10,316
+10%
建仓
GDX
VANECK ETF TRUST
+$267.8K
5,826
增持
AMGN
AMGEN INC
+$266.7K
4,900
+1%
减持
HWM
HOWMET AEROSPACE INC
-$264.1K
36,797
-20%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$253.0K
27,003
-38%
增持
AMZN
AMAZON COM INC
-$251.8K
11,198
+3%
增持
FITB
FIFTH THIRD BANCORP
-$246.6K
82,803
+0%
清仓
FSTR
FOSTER L B CO
-$243.5K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$235.1K
0
-100%
减持
KOPN
KOPIN CORP
-$234.3K
438,118
-7%
清仓
NOW
SERVICENOW INC
-$230.0K
0
-100%
清仓
ZYXIQ
ZYNEX INC
-$229.4K
0
-100%
减持
—
AMERICAS GOLD AND SILVER COR
+$227.7K
1,936,062
-8%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$227.0K
16,700
-27%
减持
OKE
ONEOK INC NEW
-$221.3K
19,773
-9%
清仓
SRE
SEMPRA
-$220.9K
0
-100%
减持
VTRS
VIATRIS INC
-$209.6K
39,484
-11%
建仓
MDLZ
MONDELEZ INTL INC
+$206.7K
3,046
增持
SHEL
SHELL PLC
+$206.2K
18,998
+0%
建仓
C
CITIGROUP INC
+$205.2K
2,891
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$205.2K
7,348
减持
ORCL
ORACLE CORP
-$202.0K
7,341
-0%
建仓
MU
MICRON TECHNOLOGY INC
+$201.2K
2,315
清仓
ALGN
ALIGN TECHNOLOGY INC
-$200.8K
0
-100%
减持
GLW
CORNING INC
-$196.9K
95,471
-1%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$191.6K
352,192
+4%
减持
DUK
DUKE ENERGY CORP NEW
+$188.5K
15,506
-2%
减持
TD
TORONTO DOMINION BK ONT
+$187.7K
28,776
-0%
减持
BAC
BANK AMERICA CORP
-$181.8K
23,083
-11%
减持
EVRG
EVERGY INC
+$178.1K
29,845
-2%
减持
—
HANESBRANDS INC
-$166.8K
53,190
-9%
减持
—
EXXON MOBIL CORP
+$165.8K
16,025
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$164.0K
1,166
-16%
减持
INTC
INTEL CORP
-$160.5K
43,053
-24%
增持
PWR
QUANTA SVCS INC
-$154.4K
2,548
+0%
减持
IXN
ISHARES TR
-$152.7K
6,283
-15%
增持
BX
BLACKSTONE INC
-$152.4K
4,680
+0%
减持
CMS
CMS ENERGY CORP
+$142.0K
28,600
-5%
增持
GOOG
ALPHABET INC
-$139.8K
4,176
+0%
增持
POCI
PRECISION OPTICS CORP INC MA
-$138.2K
253,909
+3%
建仓
EFC
ELLINGTON FINANCIAL INC
+$137.9K
10,400
减持
—
ARDMORE SHIPPING CORP
-$130.3K
43,101
-5%
减持
TRVI
TREVI THERAPEUTICS INC
+$129.6K
63,500
-3%
增持
AMLP
ALPS ETF TR
+$127.9K
12,420
+16%
减持
LIQT
LIQTECH INTL INC
-$127.2K
171,742
-17%
增持
PNC
PNC FINL SVCS GROUP INC
-$127.1K
7,485
+0%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$124.7K
18,000
+42%
增持
SPG
SIMON PPTY GROUP INC NEW
+$120.6K
2,800
+40%
增持
KO
COCA COLA CO
+$120.5K
12,280
+1%
减持
UMH
UMH PPTYS INC
-$120.1K
123,280
-4%
建仓
TCPC
BLACKROCK TCP CAPITAL CORP
+$119.9K
14,975
增持
TSLA
TESLA INC
-$119.4K
1,673
+22%
减持
IDV
ISHARES TR
+$103.0K
29,809
-1%
减持
CSCO
CISCO SYS INC
+$94.0K
97,477
-3%
减持
—
NORDIC AMERICAN TANKERS LIMI
-$93.4K
625,322
-4%
增持
GOOGL
ALPHABET INC
-$90.2K
3,505
+5%
增持
BP
BP PLC
+$85.5K
11,120
+13%
增持
—
BARRICK GOLD CORP
+$83.6K
20,357
+1%
减持
RIO
RIO TINTO PLC
-$83.5K
11,366
-13%
增持
DIS
DISNEY WALT CO
-$80.4K
6,625
+0%
增持
—
FLEX LTD
-$79.4K
17,120
+2%
增持
PSX
PHILLIPS 66
+$78.3K
7,241
+1%
减持
STM
STMICROELECTRONICS N V
-$76.7K
11,800
-12%
减持
OBE
OBSIDIAN ENERGY LTD
-$72.7K
57,813
-19%
增持
PFFD
GLOBAL X FDS
-$70.6K
272,387
+1%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$66.9K
24,513
-6%
增持
EPM
EVOLUTION PETE CORP
+$65.0K
1,767,188
+2%
减持
VOD
VODAFONE GROUP PLC NEW
+$62.8K
118,878
-4%
减持
WMT
WALMART INC
-$61.5K
9,365
-4%
增持
RITM
RITHM CAPITAL CORP
+$60.7K
23,600
+22%
增持
WFC
WELLS FARGO CO NEW
+$60.4K
4,987
+18%
增持
PG
PROCTER AND GAMBLE CO
+$60.0K
6,890
+4%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$59.6K
125,679
-2%
增持
HD
HOME DEPOT INC
-$59.3K
2,689
+0%
清仓
—
ICL GROUP LTD
-$56.8K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$55.5K
196
+3%
减持
ET
ENERGY TRANSFER L P
-$55.4K
38,572
-2%
减持
NOK
NOKIA CORP
-$55.3K
38,550
-34%
减持
FIDI
FIDELITY COVINGTON TRUST
+$55.3K
57,880
-5%
减持
VB
VANGUARD INDEX FDS
-$55.0K
1,475
-7%
增持
GM
GENERAL MTRS CO
-$54.8K
8,792
+0%
减持
DOW
DOW INC
-$54.8K
10,475
-0%
增持
MCD
MCDONALDS CORP
+$53.9K
1,946
+2%
减持
META
META PLATFORMS INC
-$53.1K
794
-9%
减持
TX
TERNIUM SA
-$52.6K
23,650
-13%
增持
CTVA
CORTEVA INC
+$50.2K
7,670
+1%
增持
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$49.5K
12,000
+14%
增持
IVV
ISHARES TR
+$49.0K
2,071
+9%
增持
CAT
CATERPILLAR INC
-$48.0K
1,613
+1%
增持
AMAT
APPLIED MATLS INC
-$46.9K
2,939
+1%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$46.2K
16,365
-9%
增持
PIM
PUTNAM MASTER INTER INCOME T
+$45.3K
27,000
+99%
减持
UHT
UNIVERSAL HEALTH RLTY INCOME
+$45.3K
38,215
-6%
增持
AGNC
AGNC INVT CORP
+$44.3K
20,200
+25%
增持
STWD
STARWOOD PPTY TR INC
+$43.6K
31,705
+3%
减持
PTEN
PATTERSON-UTI ENERGY INC
-$42.6K
32,954
-13%
增持
PPL
PPL CORP
+$42.2K
8,579
+4%
增持
VLO
VALERO ENERGY CORP
+$40.9K
3,474
+2%
减持
WEC
WEC ENERGY GROUP INC
+$40.7K
3,666
-4%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$39.2K
10,052
+11%
减持
—
GOLAR LNG LTD
-$36.6K
6,000
-4%
清仓
GERN
GERON CORP
-$35.4K
0
-100%
增持
—
ROCKWELL MED INC
-$34.9K
39,500
+1%
增持
TSCO
TRACTOR SUPPLY CO
+$34.8K
14,334
+1%
减持
NEE
NEXTERA ENERGY INC
-$34.7K
29,959
-0%
减持
F
FORD MTR CO
-$34.3K
40,554
-9%
