小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 94 项
建仓 15
增持 29
减持 37
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
WLTG
ETF OPPORTUNITIES TRUST
+$8.0M
898,583
+37%
减持
GLD
SPDR GOLD TR
-$2.1M
11,201
-52%
减持
BILS
SPDR SER TR
-$2.1M
4,318
-83%
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。
增持
AMZN
AMAZON COM INC
+$1.4M
18,185
+50%
增持
MSFT
MICROSOFT CORP
+$1.4M
10,069
+35%
减持
NVDA
NVIDIA CORPORATION
+$1.4M
3,634
-5%
增持
META
META PLATFORMS INC
+$1.2M
6,602
+16%
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.1M
6,209
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.1M
0
-100%
清仓
CTRA
COTERRA ENERGY INC
-$967.4K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$945.7K
0
-100%
建仓
HMC
HONDA MOTOR LTD
+$880.5K
23,650
减持
JNJ
JOHNSON & JOHNSON
-$867.3K
1,581
-78%
减持
V
VISA INC
-$859.6K
3,813
-48%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$843.0K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$824.3K
4,567
建仓
DOW
DOW INC
+$792.5K
13,680
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$767.9K
1,837
建仓
AMAT
APPLIED MATLS INC
+$763.5K
3,702
建仓
REGN
REGENERON PHARMACEUTICALS
+$743.0K
772
减持
QQQ
INVESCO QQQ TR
+$687.0K
23,002
-1%
增持
FLOT
ISHARES TR
+$679.8K
138,810
+10%
减持
ADBE
ADOBE INC
-$679.0K
435
-71%
增持
NFLX
NETFLIX INC
+$668.9K
2,756
+34%
增持
LLY
ELI LILLY & CO
+$595.4K
3,044
+0%
建仓
MGK
VANGUARD WORLD FD
+$568.6K
1,984
建仓
SPYG
SPDR SER TR
+$568.2K
7,767
减持
SPY
SPDR S&P 500 ETF TR
-$552.9K
7,581
-20%
减持
AAPL
APPLE INC
-$534.1K
16,609
-5%
增持
BIL
SPDR SER TR
+$421.6K
105,238
+4%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$405.5K
7,549
建仓
VKTX
VIKING THERAPEUTICS INC
+$377.2K
4,600
清仓
LOW
LOWES COS INC
-$299.1K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$288.8K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$274.4K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$273.7K
0
-100%
清仓
INTC
INTEL CORP
-$273.4K
0
-100%
增持
CWB
SPDR SER TR
+$258.5K
59,954
+5%
减持
JPM
JPMORGAN CHASE & CO
-$255.8K
3,775
-37%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$248.4K
2,650
清仓
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$225.0K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$208.2K
0
-100%
减持
TSLA
TESLA INC
-$208.2K
2,560
-3%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$207.8K
3,154
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$204.6K
25,321
+18%
清仓
COP
CONOCOPHILLIPS
-$202.9K
0
-100%
清仓
AMGN
AMGEN INC
-$201.6K
0
-100%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$201.0K
4,759
增持
ESS
ESSEX PPTY TR INC
+$185.4K
3,350
+31%
减持
CAT
CATERPILLAR INC
+$176.6K
3,181
-5%
增持
VV
VANGUARD INDEX FDS
+$176.1K
6,898
+2%
增持
HAL
HALLIBURTON CO
+$168.0K
33,969
+5%
增持
PHM
PULTE GROUP INC
+$153.8K
7,506
+3%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$145.2K
6,032
-4%
增持
TSN
TYSON FOODS INC
+$136.5K
20,121
+3%
减持
IWF
ISHARES TR
-$129.3K
1,903
-25%
减持
CVX
CHEVRON CORP NEW
-$128.9K
2,042
-32%
减持
DAL
DELTA AIR LINES INC DEL
+$128.3K
18,790
-2%
减持
GOOGL
ALPHABET INC
+$124.0K
12,993
-1%
减持
ABBV
ABBVIE INC
+$123.0K
4,780
-1%
增持
—
EVEREST GROUP LTD
+$121.5K
2,725
+0%
减持
COST
COSTCO WHSL CORP NEW
+$115.8K
1,724
-1%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$96.3K
79,767
+7%
减持
LNG
CHENIERE ENERGY INC
-$95.5K
6,751
-3%
减持
MAR
MARRIOTT INTL INC NEW
+$93.3K
5,048
-4%
减持
SLV
ISHARES SILVER TR
-$87.9K
41,512
-12%
减持
—
ROYAL CARIBBEAN GROUP
+$77.6K
9,759
-1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$73.2K
6,293
+16%
减持
HD
HOME DEPOT INC
-$65.2K
743
-26%
减持
T
AT&T INC
-$60.5K
11,095
-27%
减持
USB
US BANCORP DEL
-$50.6K
74,000
-5%
建仓
COCH
ENVOY MEDICAL INC
+$44.4K
11,316
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$40.2K
487
-29%
减持
PEP
PEPSICO INC
-$38.0K
6,082
-6%
增持
IVV
ISHARES TR
+$37.4K
763
+0%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$30.8K
2,659
+3%
增持
COWZ
PACER FDS TR
+$28.7K
4,357
+1%
减持
PG
PROCTER AND GAMBLE CO
+$28.4K
2,355
-2%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$27.6K
4,836
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$27.6K
5,069
-5%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$26.4K
1,921
+0%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$26.2K
3,363
-15%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$24.9K
4,335
+0%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$20.9K
7,895
+0%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$10.5K
11,114
-5%
减持
XLV
SELECT SECTOR SPDR TR
+$9.6K
2,168
-5%
减持
VO
VANGUARD INDEX FDS
+$8.6K
1,242
-4%
减持
XLY
SELECT SECTOR SPDR TR
-$6.6K
1,520
-5%
减持
DGRW
WISDOMTREE TR
-$5.7K
3,111
-10%
增持
SO
SOUTHERN CO
+$5.7K
3,236
+0%
增持
MCD
MCDONALDS CORP
-$4.7K
792
+3%
增持
XEVVX
EATON VANCE LTD DURATION INC
+$2.4K
10,393
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$1.9K
3,078
-7%
增持
XCMUX
MFS HIGH YIELD MUN TR
+$870
12,809
+1%
