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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 34
减持 94
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$2.9M
28,388
-5%
减持
ISSC
INNOVATIVE SOLUTIONS & SUPPO
+$2.7M
475,225
-24%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.0M
121,999
-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。
减持
CEG
CONSTELLATION ENERGY CORP
+$1.8M
15,281
-2%
增持
FLDR
FIDELITY MERRIMACK STR TR
+$1.4M
62,350
+81%
减持
HWM
HOWMET AEROSPACE INC
+$1.4M
33,128
-10%
增持
AEM
AGNICO EAGLE MINES LTD
+$1.4M
54,341
+15%
增持
AAPL
APPLE INC
-$1.3M
79,124
+0%
增持
EPM
EVOLUTION PETE CORP
-$762.7K
1,785,400
+1%
减持
LLY
ELI LILLY & CO
-$759.9K
9,833
-4%
减持
GILD
GILEAD SCIENCES INC
-$753.8K
44,574
-12%
减持
NTR
NUTRIEN LTD
+$750.7K
106,429
-3%
增持
—
CERAGON NETWORKS LTD
+$741.0K
464,200
+172%
增持
NVO
NOVO-NORDISK A S
+$653.7K
18,595
+105%
减持
GLW
CORNING INC
+$588.6K
94,301
-1%
增持
NVDA
NVIDIA CORPORATION
+$587.0K
11,562
+1%
减持
MRK
MERCK & CO INC
-$575.4K
40,235
-4%
减持
CVX
CHEVRON CORP NEW
-$549.7K
13,994
-8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$527.4K
43,424
-12%
增持
SLB
SCHLUMBERGER LTD
-$524.2K
143,309
+12%
增持
ELVA
ELECTROVAYA INC
+$506.9K
415,604
+5%
减持
GHM
GRAHAM CORP
+$484.9K
26,780
-8%
减持
IRM
IRON MTN INC DEL
+$484.1K
42,649
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$473.1K
7,546
-3%
减持
ORCL
ORACLE CORP
+$459.5K
6,796
-7%
建仓
WCC
WESCO INTL INC
+$458.1K
2,474
增持
AMD
ADVANCED MICRO DEVICES INC
+$457.9K
11,352
+1%
减持
ED
CONSOLIDATED EDISON INC
-$456.6K
28,498
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$411.1K
119,007
-3%
清仓
STZ
CONSTELLATION BRANDS INC
-$403.7K
0
-100%
清仓
—
MANAGED PORTFOLIO SERIES
-$400.1K
0
-100%
增持
ETG
EATON VANCE TX ADV GLBL DIV
+$397.7K
128,344
+2%
清仓
—
BARRICK GOLD CORP
-$395.7K
0
-100%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$385.9K
10,800
减持
UMH
UMH PPTYS INC
-$379.0K
114,730
-7%
减持
GE
GE AEROSPACE
+$362.7K
6,773
-2%
减持
GEV
GE VERNOVA INC
+$353.1K
1,670
-4%
减持
—
AMERICAS GOLD AND SILVER COR
+$348.6K
1,695,238
-12%
增持
OKE
ONEOK INC NEW
-$347.2K
19,780
+0%
清仓
IPI
INTREPID POTASH INC
-$345.3K
0
-100%
减持
CMS
CMS ENERGY CORP
-$305.3K
26,600
-7%
减持
AMZN
AMAZON COM INC
+$302.5K
11,090
-1%
建仓
EQT
EQT CORP
+$294.9K
5,056
建仓
WLDN
WILLDAN GROUP INC
+$293.5K
4,695
建仓
B
BARRICK MNG CORP
+$277.6K
13,334
减持
LYTS
LSI INDS INC OHIO
-$273.9K
586,141
-3%
增持
JNJ
JOHNSON & JOHNSON
-$268.0K
20,509
+0%
减持
PWR
QUANTA SVCS INC
+$265.8K
2,416
-5%
建仓
SWK
STANLEY BLACK & DECKER INC
+$263.4K
3,888
减持
VOD
VODAFONE GROUP PLC NEW
-$261.6K
79,951
-33%
减持
LEU
CENTRUS ENERGY CORP
+$261.5K
2,684
-27%
减持
—
FLEX LTD
+$255.9K
16,470
-4%
增持
AXP
AMERICAN EXPRESS CO
+$255.4K
5,088
+0%
减持
KOPN
KOPIN CORP
+$251.3K
431,168
-2%
建仓
NOW
SERVICENOW INC
+$248.8K
242
增持
QQQ
INVESCO QQQ TR
+$243.5K
2,323
+5%
建仓
HEDJ
WISDOMTREE TR
+$235.8K
4,900
建仓
COF
CAPITAL ONE FINL CORP
+$223.0K
1,048
减持
TD
TORONTO DOMINION BK ONT
+$222.4K
26,511
-8%
建仓
AVGO
BROADCOM INC
+$222.3K
807
建仓
IDXX
IDEXX LABS INC
+$219.4K
409
增持
PFE
PFIZER INC
-$217.8K
239,925
+1%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$211.1K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$206.7K
0
-100%
减持
—
EXXON MOBIL CORP
-$203.0K
15,796
-1%
清仓
MTRX
MATRIX SVC CO
-$198.9K
0
-100%
减持
GM
GENERAL MTRS CO
-$180.1K
4,742
-46%
增持
IVV
ISHARES TR
+$179.6K
2,163
+4%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$178.1K
14,000
减持
TFC
TRUIST FINL CORP
-$175.8K
5,301
-46%
减持
POCI
PRECISION OPTICS CORP INC MA
+$167.0K
249,131
-2%
建仓
BBN
BLACKROCK TAX MUNICPAL BD TR
+$165.3K
10,259
减持
EXC
EXELON CORP
-$158.8K
47,621
-1%
减持
KMI
KINDER MORGAN INC DEL
-$157.9K
493,449
-4%
减持
PFFD
GLOBAL X FDS
-$154.3K
267,231
-2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$153.4K
41,663
-2%
减持
VTRS
VIATRIS INC
-$151.0K
21,606
-45%
减持
T
AT&T INC
-$147.8K
123,900
-6%
减持
CVS
CVS HEALTH CORP
-$147.2K
7,998
-22%
减持
DIS
DISNEY WALT CO
+$147.2K
6,460
-2%
增持
AMGN
AMGEN INC
-$142.9K
4,955
+1%
减持
DUK
DUKE ENERGY CORP NEW
-$141.4K
14,830
-4%
增持
MO
ALTRIA GROUP INC
+$135.6K
10,403
+32%
减持
CSCO
CISCO SYS INC
+$131.0K
88,589
-9%
减持
FITB
FIFTH THIRD BANCORP
+$129.0K
82,053
-1%
减持
PG
PROCTER AND GAMBLE CO
-$128.2K
6,566
-5%
减持
INTC
INTEL CORP
-$125.3K
38,053
-12%
增持
WFC
WELLS FARGO CO NEW
+$121.7K
5,987
+20%
减持
DOW
DOW INC
-$121.4K
9,229
-12%
减持
—
HANESBRANDS INC
-$115.7K
41,739
-22%
增持
SPY
SPDR S&P 500 ETF TR
+$111.9K
1,237
+6%
减持
IDV
ISHARES TR
-$109.9K
23,609
-21%
减持
MCD
MCDONALDS CORP
-$106.5K
1,716
-12%
减持
BAC
BANK AMERICA CORP
+$105.5K
22,586
-2%
减持
SHEL
SHELL PLC
-$103.4K
18,304
-4%
减持
IGM
ISHARES TR
+$102.6K
7,329
-8%
减持
EVRG
EVERGY INC
-$94.8K
28,479
-5%
减持
PTEN
PATTERSON-UTI ENERGY INC
-$94.7K
29,703
-10%
减持
F
FORD MTR CO
-$93.7K
28,854
-29%
减持
OBE
OBSIDIAN ENERGY LTD
-$93.3K
44,237
-23%
减持
NOK
NOKIA CORP
-$93.1K
21,250
-45%
减持
PEP
PEPSICO INC
-$92.7K
2,579
-11%
减持
WMT
WALMART INC
+$89.2K
9,320
-0%
减持
STM
STMICROELECTRONICS N V
+$89.1K
11,450
-3%
减持
CAT
CATERPILLAR INC
+$87.1K
1,595
-1%
减持
—
NORDIC AMERICAN TANKERS LIMI
+$86.9K
617,932
-1%
增持
COP
CONOCOPHILLIPS
-$86.8K
5,694
+0%
减持
CTVA
CORTEVA INC
+$85.7K
7,626
-1%
增持
PIM
PUTNAM MASTER INTER INCOME T
+$81.2K
51,000
+89%
增持
PNC
PNC FINL SVCS GROUP INC
+$80.6K
7,490
+0%
减持
ABBV
ABBVIE INC
-$78.2K
2,571
-3%
减持
NEE
NEXTERA ENERGY INC
-$76.0K
29,499
-2%
减持
TSLA
TESLA INC
+$75.8K
1,604
-4%
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$73.0K
1,680,344
+1%
减持
ENB
ENBRIDGE INC
-$71.3K
17,197
-10%
减持
UHT
UNIVERSAL HEALTH RLTY INCOME
-$69.1K
37,432
-2%
增持
BHP
BHP GROUP LTD
+$67.9K
13,678
+13%
增持
AMLP
ALPS ETF TR
+$66.0K
14,554
+17%
减持
TX
TERNIUM SA
-$64.2K
22,350
-5%
减持
TRVI
TREVI THERAPEUTICS INC
-$63.0K
61,500
-3%
减持
NVS
NOVARTIS AG
+$61.9K
32,650
-6%
减持
FIDI
FIDELITY COVINGTON TRUST
+$60.6K
55,880
-3%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$58.8K
32,265
+19%
减持
—
ALCON AG
-$58.7K
5,389
-4%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$58.6K
13,368
减持
—
DUPONT DE NEMOURS INC
-$55.2K
8,516
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$54.8K
3,883
+3%
减持
META
META PLATFORMS INC
+$54.6K
694
-13%
减持
GOOG
ALPHABET INC
+$53.8K
3,981
-5%
减持
GOOGL
ALPHABET INC
+$51.0K
3,366
-4%
减持
GSK
GSK PLC
-$50.7K
72,774
-1%
增持
SPG
SIMON PPTY GROUP INC NEW
+$49.4K
3,200
+14%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$49.1K
352,815
+0%
增持
BX
BLACKSTONE INC
+$46.1K
4,681
+0%
增持
JMIA
JUMIA TECHNOLOGIES AG
+$44.2K
20,161
+17%
减持
LIQT
LIQTECH INTL INC
-$43.2K
132,946
-23%
减持
EQNR
EQUINOR ASA
-$42.9K
26,700
-1%
减持
AMAT
APPLIED MATLS INC
-$40.4K
2,109
-28%
减持
C
CITIGROUP INC
+$40.0K
2,881
-0%
建仓
TELA
TELA BIO INC
+$39.8K
20,500
减持
KIO
KKR INCOME OPPORTUNITIES FD
-$39.0K
22,914
-14%
减持
CMCSA
COMCAST CORP NEW
-$38.9K
21,495
-2%
减持
—
ARDMORE SHIPPING CORP
-$38.0K
40,001
-7%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$37.8K
97,206
-7%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$37.7K
23,813
-3%
减持
TSCO
TRACTOR SUPPLY CO
-$35.8K
14,289
-0%
增持
RITM
RITHM CAPITAL CORP
+$35.7K
27,100
+15%
减持
—
BROOKFIELD RENEWABLE PARTNER
+$35.7K
15,615
-5%
减持
IXN
ISHARES TR
+$35.6K
5,539
-12%
减持
RIO
RIO TINTO PLC
-$35.2K
11,104
-2%
