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WealthTrust Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WealthTrust Asset Management, LLC
报告期 2026-03-31 · CIK 0001867894
持仓数
98
前50大市值合计
$154.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 69 项
建仓 5
增持 38
减持 16
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$4.6M
56,540
+119%
增持
QQQ
INVESCO QQQ TR
+$4.6M
23,718
+116%
清仓
SPSM
SPDR SER TR
-$2.5M
0
-100%
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。
清仓
SPMD
SPDR SER TR
-$2.4M
0
-100%
减持
ABBV
ABBVIE INC
-$2.3M
5,785
-78%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$2.3M
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$2.3M
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.3M
67,795
+193%
清仓
KDP
KEURIG DR PEPPER INC
-$2.1M
0
-100%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$2.1M
59,927
+256%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.0M
3,931
+810%
清仓
DES
WISDOMTREE TR
-$1.8M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$1.7M
9,351
-54%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.4M
73,485
-21%
清仓
VALE
VALE S A
-$1.4M
0
-100%
清仓
PPG
PPG INDS INC
-$1.3M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
16,672
+79%
减持
AMT
AMERICAN TOWER CORP NEW
-$809.0K
7,526
-28%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$762.0K
15,804
增持
FPEI
FIRST TR EXCH TRADED FD III
+$746.0K
331,440
+12%
增持
CWB
SPDR SER TR
+$565.0K
9,367
+247%
增持
UPS
UNITED PARCEL SERVICE INC
-$381.0K
14,819
+0%
增持
NFLX
NETFLIX INC
+$368.0K
4,416
+0%
减持
TGT
TARGET CORP
-$283.0K
10,843
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$273.0K
37,067
+0%
增持
SONY
SONY GROUP CORPORATION
+$244.0K
13,527
+5%
增持
QCOM
QUALCOMM INC
-$224.0K
16,951
+1%
清仓
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$215.0K
0
-100%
清仓
AMZN
AMAZON COM INC
-$206.0K
0
-100%
建仓
SO
SOUTHERN CO
+$206.0K
3,328
增持
NVDA
NVIDIA CORPORATION
+$205.0K
17,477
+309%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$203.0K
4,278
建仓
NEE
NEXTERA ENERGY INC
+$203.0K
2,591
建仓
HD
HOME DEPOT INC
+$201.0K
612
增持
LOW
LOWES COS INC
+$183.0K
11,097
+4%
增持
MSFT
MICROSOFT CORP
+$156.0K
12,563
+0%
减持
V
VISA INC
-$123.0K
10,527
-0%
增持
—
ASML HOLDING N V
+$119.0K
1,653
+3%
增持
KRE
SPDR SER TR
+$87.0K
18,282
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$80.0K
5,055
+11%
增持
XLF
SELECT SECTOR SPDR TR
+$69.0K
9,581
+21%
增持
META
FACEBOOK INC
-$53.0K
8,648
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$42.0K
7,184
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$39.0K
2,988
+11%
增持
XLC
SELECT SECTOR SPDR TR
+$38.0K
3,034
+20%
减持
AAPL
APPLE INC
+$35.0K
25,912
-2%
增持
XLY
SELECT SECTOR SPDR TR
+$35.0K
2,142
+10%
增持
LUV
SOUTHWEST AIRLS CO
+$34.0K
41,242
+5%
增持
JNJ
JOHNSON & JOHNSON
-$31.0K
15,541
+1%
增持
USA
LIBERTY ALL STAR EQUITY FD
-$27.0K
67,359
+1%
减持
XBI
SPDR SER TR
-$25.0K
1,697
-3%
增持
T
AT&T INC
-$24.0K
14,637
+1%
减持
GLD
SPDR GOLD TR
-$23.0K
10,152
-1%
增持
PG
PROCTER AND GAMBLE CO
+$16.0K
2,111
+2%
增持
DLN
WISDOMTREE TR
+$14.0K
2,755
+5%
增持
PEP
PEPSICO INC
+$14.0K
5,870
+0%
增持
ARKK
ARK ETF TR
-$12.0K
1,950
+12%
减持
VB
VANGUARD INDEX FDS
-$11.0K
1,350
-1%
减持
IJH
ISHARES TR
-$10.0K
1,184
-1%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$7.0K
3,279
+1%
减持
VV
VANGUARD INDEX FDS
-$7.0K
11,446
-0%
减持
XEVVX
EATON VANCE LTD DURATION INC
-$7.0K
21,926
-2%
增持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$6.0K
10,116
+6%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$6.0K
2,236
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$6.0K
4,609
+1%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
-$5.0K
4,280
+0%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
-$4.0K
9,416
+0%
减持
VO
VANGUARD INDEX FDS
-$2.0K
2,626
-0%
减持
DHY
CREDIT SUISSE HIGH YIELD BD
-$2.0K
10,114
-5%
