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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 74 项
建仓 11
增持 46
减持 12
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$6.6M
200,327
+195%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$5.3M
170,201
+184%
建仓
CIEN
CIENA CORP
+$2.7M
35,404
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。
建仓
GOOGL
ALPHABET INC
+$2.5M
864
增持
FPEI
FIRST TR EXCH TRADED FD III
+$2.4M
454,561
+37%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$1.8M
53,879
+241%
建仓
MRK
MERCK & CO INC
+$1.8M
23,556
增持
NVDA
NVIDIA CORPORATION
+$1.7M
17,953
+3%
建仓
DIS
DISNEY WALT CO
+$1.6M
10,547
增持
CWB
SPDR SER TR
+$1.6M
29,207
+212%
增持
USB
US BANCORP DEL
+$1.4M
103,151
+39%
增持
QQQ
INVESCO QQQ TR
+$1.3M
24,729
+4%
清仓
—
ASML HOLDING N V
-$1.2M
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$1.2M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
57,972
+3%
减持
AAPL
APPLE INC
+$912.0K
25,781
-1%
增持
MSFT
MICROSOFT CORP
+$726.0K
12,690
+1%
增持
LOW
LOWES COS INC
+$716.0K
11,477
+3%
建仓
WLTG
ETF OPPORTUNITIES TRUST
+$696.0K
26,937
增持
UPS
UNITED PARCEL SERVICE INC
+$542.0K
15,120
+2%
减持
SCHV
SCHWAB STRATEGIC TR
+$415.0K
73,402
-0%
建仓
TIP
ISHARES TR
+$380.0K
2,941
减持
QCOM
QUALCOMM INC
-$371.0K
9,924
-41%
增持
LUV
SOUTHWEST AIRLS CO
-$317.0K
42,107
+2%
增持
AMT
AMERICAN TOWER CORP NEW
+$274.0K
7,765
+3%
建仓
SHY
ISHARES TR
+$272.0K
3,177
减持
TSLA
TESLA INC
+$247.0K
913
-1%
增持
SONY
SONY GROUP CORPORATION
+$245.0K
13,773
+2%
建仓
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$225.0K
8,623
清仓
ARKK
ARK ETF TR
-$216.0K
0
-100%
清仓
XBI
SPDR SER TR
-$213.0K
0
-100%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$205.0K
3,891
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$201.0K
2,929
建仓
DUK
DUKE ENERGY CORP NEW
+$201.0K
1,921
增持
JNJ
JOHNSON & JOHNSON
+$198.0K
15,832
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$190.0K
38,223
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$183.0K
5,397
+7%
减持
ABBV
ABBVIE INC
+$148.0K
5,698
-2%
增持
PEP
PEPSICO INC
+$137.0K
5,873
+0%
减持
VV
VANGUARD INDEX FDS
+$114.0K
10,924
-5%
增持
HD
HOME DEPOT INC
+$103.0K
733
+20%
增持
TGT
TARGET CORP
+$100.0K
11,152
+3%
减持
T
AT&T INC
-$89.0K
12,438
-15%
增持
XLY
SELECT SECTOR SPDR TR
+$84.0K
2,289
+7%
增持
KRE
SPDR SER TR
+$82.0K
18,644
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$81.0K
7,312
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$79.0K
1,158
+5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$78.0K
4,129
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$74.0K
3,224
+8%
增持
IYW
ISHARES TR
+$65.0K
4,793
+0%
增持
NFLX
NETFLIX INC
+$61.0K
4,574
+4%
增持
META
META PLATFORMS INC
+$61.0K
8,908
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$51.0K
10,524
+10%
减持
GLD
SPDR GOLD TR
+$41.0K
9,993
-2%
增持
NEE
NEXTERA ENERGY INC
+$40.0K
2,602
+0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$39.0K
4,682
+9%
增持
IVV
ISHARES TR
+$37.0K
770
+1%
减持
PG
PROCTER AND GAMBLE CO
+$34.0K
2,011
-5%
增持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$31.0K
10,380
+3%
减持
VO
VANGUARD INDEX FDS
+$29.0K
2,555
-3%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$27.0K
9,419
+0%
增持
XLC
SELECT SECTOR SPDR TR
+$26.0K
3,468
+14%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$25.0K
72,029
+7%
清仓
DHY
CREDIT SUISSE HIGH YIELD BD
-$25.0K
0
-100%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$23.0K
4,283
+0%
增持
JPM
JPMORGAN CHASE & CO
-$23.0K
17,086
+2%
增持
SO
SOUTHERN CO
+$23.0K
3,336
+0%
增持
INTC
INTEL CORP
+$17.0K
5,439
+10%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$14.0K
4,767
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$9.0K
4,623
+0%
增持
DLN
WISDOMTREE TR
+$7.0K
5,090
+85%
减持
VB
VANGUARD INDEX FDS
+$6.0K
1,331
-1%
增持
V
VISA INC
-$1.0K
10,814
+3%
增持
XEVVX
EATON VANCE LTD DURATION INC
-$1.0K
22,023
+0%
