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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 25
增持 61
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
TTI
TETRA TECHNOLOGIES INC DEL
-$3.6M
1,136,940
-20%
减持
MSFT
MICROSOFT CORP
-$3.3M
29,036
-0%
减持
ISSC
INNOVATIVE SOLUTIONS & SUPPO
-$3.1M
206,332
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。
-47%
增持
EPM
EVOLUTION PETE CORP
+$2.9M
2,136,216
+10%
减持
KMI
KINDER MORGAN INC DEL
+$2.9M
484,042
-0%
建仓
DOCU
DOCUSIGN INC
+$2.8M
59,080
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.4M
41,476
-1%
增持
SLB
SLB LIMITED
+$2.0M
154,652
+0%
增持
BA
BOEING CO
+$1.9M
15,078
+204%
减持
LLY
ELI LILLY & CO
-$1.6M
8,785
-3%
增持
VICI
VICI PPTYS INC
+$1.6M
90,461
+180%
减持
AAPL
APPLE INC
-$1.5M
78,201
-1%
增持
PFE
PFIZER INC
+$1.3M
258,107
+7%
增持
CEG
CONSTELLATION ENERGY CORP
-$1.1M
15,069
+0%
减持
USAS
AMERICAS GOLD AND SILVER COR
-$1.0M
247,031
-45%
减持
GLW
CORNING INC
+$1.0M
62,926
-27%
减持
—
NORDIC AMERICAN TANKERS LIMI
+$1.0M
476,460
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
+$956.3K
112,215
-2%
增持
FLDR
FIDELITY MERRIMACK STR TR
+$881.6K
176,586
+11%
减持
AMD
ADVANCED MICRO DEVICES INC
-$860.4K
1,347
-75%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$820.9K
121,471
+0%
减持
AEM
AGNICO EAGLE MINES LTD
+$791.2K
48,661
-9%
减持
CVX
CHEVRON CORPORATION
+$770.8K
14,822
-2%
减持
JNJ
JOHNSON & JOHNSON
+$764.7K
20,869
-0%
增持
IRM
IRON MTN INC DEL
+$758.9K
39,384
+0%
减持
—
EXXON MOBIL CORP
+$758.5K
16,375
-2%
清仓
—
AMCOR PLC
-$735.1K
0
-100%
建仓
—
AMCOR PLC
+$700.7K
17,627
减持
GILD
GILEAD SCIENCES INC
+$652.4K
42,372
-1%
增持
MRK
MERCK & CO INC
+$612.4K
40,712
+0%
减持
HWM
HOWMET AEROSPACE INC
+$501.2K
23,610
-2%
减持
T
AT&T INC
+$491.8K
121,412
-0%
减持
NVS
NOVARTIS AG
+$467.4K
32,741
-0%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$426.5K
118,579
-3%
减持
GSK
GSK PLC
+$419.4K
69,439
-0%
增持
PPL
PPL CORP
+$416.1K
18,391
+125%
减持
MU
MICRON TECHNOLOGY INC
-$392.2K
2,125
-45%
增持
PWR
QUANTA SVCS INC
+$381.8K
2,568
+5%
增持
NEE
NEXTERA ENERGY INC
+$375.5K
29,798
+0%
增持
PSX
PHILLIPS 66
+$369.2K
6,880
+0%
增持
SHEL
SHELL PLC
+$365.6K
17,972
+1%
减持
ED
CONSOLIDATED EDISON INC
+$364.9K
27,973
-1%
增持
OKE
ONEOK INC NEW
+$357.2K
21,069
+0%
增持
GEV
GE VERNOVA INC
+$357.0K
1,598
+1%
增持
ORCL
ORACLE CORP
-$338.5K
7,200
+0%
建仓
—
ODDITY TECH LTD
+$327.1K
24,450
建仓
COWZ
PACER FDS TR
+$305.1K
4,877
增持
VLO
VALERO ENERGY CORP
+$299.2K
3,477
+1%
清仓
SWK
STANLEY BLACK & DECKER INC
-$292.5K
0
-100%
减持
NTR
NUTRIEN LTD
+$284.7K
88,656
-15%
建仓
AVUV
AMERICAN CENTY ETF TR
+$277.2K
2,509
增持
AMAT
APPLIED MATLS INC
+$276.7K
2,925
+4%
建仓
—
ASTRAZENECA PLC
+$272.8K
1,383
建仓
BE
BLOOM ENERGY CORP
+$271.4K
2,003
增持
EXC
EXELON CORP
+$263.7K
47,550
+0%
建仓
IMO
IMPERIAL OIL LTD
+$261.6K
2,000
建仓
AGX
ARGAN INC
+$258.7K
475
建仓
LITE
LUMENTUM HLDGS INC
+$256.5K
365
减持
EVRG
EVERGY INC
+$256.1K
28,659
-1%
清仓
—
ASTRAZENECA PLC
-$254.3K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$254.0K
0
-100%
建仓
FENI
FIDELITY COVINGTON TRUST
+$242.9K
6,530
增持
CAT
CATERPILLAR INC
+$230.0K
1,647
+1%
增持
AMZN
AMAZON COM INC
-$225.5K
12,886
+2%
清仓
NOW
SERVICENOW INC
-$223.7K
0
-100%
建仓
PNW
PINNACLE WEST CAP CORP
+$221.7K
2,200
建仓
—
LYONDELLBASELL INDUSTRIES NV
+$217.5K
2,699
建仓
ONTO
ONTO INNOVATION INC
+$216.3K
1,055
建仓
TER
TERADYNE INC
+$216.3K
730
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$215.1K
3,979
清仓
TILE
INTERFACE INC
-$215.0K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$213.0K
1,077
建仓
FELV
FIDELITY COVINGTON TRUST
+$209.5K
6,001
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$207.5K
1,807
建仓
AMKR
AMKOR TECHNOLOGY INC
+$204.9K
4,550
建仓
SYK
STRYKER CORPORATION
+$203.7K
620
减持
BX
BLACKSTONE INC
-$203.6K
4,817
-2%
建仓
DVN
DEVON ENERGY CORP NEW
+$203.1K
4,036
清仓
XLF
SELECT SECTOR SPDR TR
-$201.1K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$200.8K
2,427
增持
DUK
DUKE ENERGY CORP NEW
+$197.8K
14,400
+0%
减持
JPM
JPMORGAN CHASE & CO
-$184.3K
5,643
-1%
增持
CASY
CASEYS GEN STORES INC
+$178.8K
1,005
+1%
增持
LYTS
LSI INDS INC OHIO
+$176.4K
576,334
+0%
建仓
AWP
ABRDN GLOBAL PREMIER PPTYS F
+$175.9K
15,915
减持
COP
CONOCOPHILLIPS
+$173.8K
4,766
-2%
减持
UMH
UMH PPTYS INC
-$167.8K
108,030
-0%
增持
RIO
RIO TINTO PLC
+$159.4K
11,938
+0%
建仓
SELF
GLOBAL SELF STORAGE INC
+$158.4K
31,000
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$152.2K
19,886
-51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$151.1K
7,128
+0%
减持
BAC
BANK AMERICA CORP
-$149.2K
23,172
-0%
增持
—
CERAGON NETWORKS LTD
+$148.7K
944,135
+5%
减持
BP
BP PLC
+$147.9K
12,322
-1%
增持
SRI
STONERIDGE INC
+$147.3K
48,813
+219%
增持
TELA
TELA BIO INC
-$147.0K
376,938
+17%
增持
POCI
PRECISION OPTICS CORP INC MA
+$145.4K
254,108
+10%
减持
KOPN
KOPIN CORP
-$135.2K
233,987
-17%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$133.5K
1,850
+18%
减持
LEU
CENTRUS ENERGY CORP
-$133.4K
1,859
-1%
减持
Q
QNITY ELECTRONICS INC
+$130.0K
4,094
-2%
增持
QCOM
QUALCOMM INC
-$129.5K
3,432
+3%
清仓
VTRS
VIATRIS INC
-$128.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$126.9K
13,003
+1%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$123.8K
8,137
+0%
增持
PFFD
GLOBAL X FDS
-$121.8K
329,514
+1%
增持
AMLP
ALPS ETF TR
+$121.5K
20,774
+0%
增持
GOOGL
ALPHABET INC
+$121.4K
4,753
+19%
增持
IGR
CBRE GBL REAL ESTATE INC FD
+$118.9K
356,578
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$118.3K
1,961
-0%
减持
DIS
DISNEY WALT CO
-$117.4K
6,576
-0%
减持
IGM
ISHARES TR
-$117.0K
7,000
-4%
增持
PANW
PALO ALTO NETWORKS INC
-$109.8K
4,692
+0%
增持
TSLA
TESLA INC
-$108.9K
1,679
+3%
减持
MOG/A
MOOG INC
+$103.5K
3,100
-6%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$103.3K
80,000
+23%
增持
WMT
WALMART INC
+$102.0K
7,755
+0%
减持
JMIA
JUMIA TECHNOLOGIES AG
-$101.7K
17,080
-3%
减持
QQQ
INVESCO QQQ TR
-$96.4K
2,338
-1%
减持
WFC
WELLS FARGO & CO
-$94.8K
6,551
-1%
增持
MO
ALTRIA GROUP INC
+$94.3K
11,298
+0%
增持
EUSA
ISHARES INC
+$92.5K
3,414
+38%
增持
ABBV
ABBVIE INC
+$89.2K
3,458
+19%
减持
INTC
INTEL CORP
+$87.1K
30,389
-11%
减持
FENY
FIDELITY COVINGTON TRUST
+$85.5K
10,050
-3%
减持
ENB
ENBRIDGE INC
+$81.4K
16,697
-3%
增持
STEW
SRH TOTAL RETURN FUND INC
+$81.1K
49,082
+20%
增持
IBDS
ISHARES TR
+$77.4K
68,500
+5%
减持
—
FLEXTRONICS INTL LTD
+$75.0K
16,070
-1%
增持
GE
GE AEROSPACE
-$73.9K
6,562
+4%
减持
KO
COCA COLA CO
+$73.5K
12,263
-0%
减持
FITB
FIFTH THIRD BANCORP
-$71.7K
77,775
-1%
增持
IVV
ISHARES TR
-$69.0K
2,260
+0%
增持
CVS
CVS HEALTH CORP
-$68.6K
9,110
+0%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$68.0K
33,760
-3%
减持
IDV
ISHARES TR
+$67.0K
23,204
-1%
增持
ABT
ABBOTT LABORATORIES
-$66.0K
3,096
+1%
减持
NKE
NIKE INC
-$64.1K
5,097
-3%
减持
TPYP
TORTOISE CAPITAL SERIES TRUS
+$62.7K
9,500
-1%
增持
TSCO
TRACTOR SUPPLY CO
-$61.9K
14,408
+1%
增持
GOOG
ALPHABET INC
-$56.8K
4,660
+5%
增持
CNP
CENTERPOINT ENERGY INC
+$55.9K
8,241
+5%
减持
THQ
ABRDN HEALTHCARE OPPORTUNITI
-$53.2K
10,500
-13%
增持
EQT
EQT CORP
+$52.4K
5,197
+0%
减持
ELVA
ELECTROVAYA INC
-$52.2K
504,357
-0%
增持
SO
SOUTHERN CO
+$48.8K
5,147
+0%
增持
ASYS
AMTECH SYS INC
+$48.6K
16,300
+44%
增持
NFG
NATIONAL FUEL GAS CO
+$48.0K
3,434
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$45.7K
805
+8%
减持
VOD
VODAFONE GROUP PLC
-$45.3K
40,608
-18%
