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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 90 项
建仓 14
增持 34
减持 31
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$6.7M
31,896
-70%
建仓
AGG
ISHARES TR
+$6.2M
63,651
减持
FLOT
ISHARES TR
-$4.6M
48,945
-65%
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
IEF
ISHARES TR
+$4.2M
44,609
减持
SPY
SPDR S&P 500 ETF TR
-$3.3M
1,191
-84%
增持
WLTG
ETF OPPORTUNITIES TRUST
+$2.1M
916,518
+2%
减持
MSFT
MICROSOFT CORP
-$1.4M
6,258
-38%
增持
SPYG
SPDR SER TR
+$1.3M
23,930
+208%
清仓
MAR
MARRIOTT INTL INC NEW
-$1.3M
0
-100%
增持
MGK
VANGUARD WORLD FD
+$1.2M
5,768
+191%
清仓
CEG
CONSTELLATION ENERGY CORP
-$1.1M
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$1.1M
6,622
建仓
IWM
ISHARES TR
+$1.0M
5,111
建仓
PFF
ISHARES TR
+$1.0M
32,440
建仓
VUG
VANGUARD INDEX FDS
+$1.0M
2,722
建仓
IWB
ISHARES TR
+$971.8K
3,266
增持
NVDA
NVIDIA CORPORATION
+$943.7K
34,220
+842%
建仓
PGR
PROGRESSIVE CORP
+$923.3K
4,445
建仓
FANG
DIAMONDBACK ENERGY INC
+$860.8K
4,300
增持
CWB
SPDR SER TR
+$830.7K
72,297
+21%
增持
AAPL
APPLE INC
+$719.7K
16,940
+2%
清仓
IWF
ISHARES TR
-$641.4K
0
-100%
建仓
LDOS
LEIDOS HOLDINGS INC
+$535.8K
3,673
清仓
SCHG
SCHWAB STRATEGIC TR
-$470.0K
0
-100%
建仓
CPNJ
CALAMOS ETF TR
+$467.0K
19,456
清仓
BILS
SPDR SER TR
-$429.3K
0
-100%
减持
LLY
ELI LILLY & CO
+$371.6K
3,026
-1%
减持
GOOGL
ALPHABET INC
+$348.5K
12,679
-2%
建仓
MARM
FIRST TR EXCHNG TRADED FD VI
+$337.9K
11,357
减持
META
META PLATFORMS INC
-$327.5K
5,709
-14%
增持
LNG
CHENIERE ENERGY INC
+$292.8K
7,902
+17%
清仓
JNJ
JOHNSON & JOHNSON
-$250.2K
0
-100%
清仓
DGRW
WISDOMTREE TR
-$237.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$223.4K
0
-100%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$222.0K
4,000
建仓
IYW
ISHARES TR
+$209.9K
1,395
减持
QQQ
INVESCO QQQ TR
-$208.3K
20,882
-9%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$207.8K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$204.8K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$201.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$197.2K
1,718
-0%
增持
NFLX
NETFLIX INC
+$190.2K
2,762
+0%
增持
HAL
HALLIBURTON CO
-$188.9K
34,048
+0%
增持
GLD
SPDR GOLD TR
+$184.0K
11,573
+3%
减持
CAT
CATERPILLAR INC
-$146.0K
3,061
-4%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$128.9K
20,709
-18%
减持
SLV
ISHARES SILVER TR
+$128.0K
40,360
-3%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$126.1K
7,123
-36%
减持
—
ROYAL CARIBBEAN GROUP
+$116.9K
9,242
-5%
增持
AMAT
APPLIED MATLS INC
+$113.7K
3,717
+0%
增持
HMC
HONDA MOTOR LTD
-$113.1K
23,801
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$92.7K
1,836
-0%
减持
PHM
PULTE GROUP INC
-$84.2K
7,458
-1%
增持
REGN
REGENERON PHARMACEUTICALS
+$75.7K
779
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$75.7K
4,615
+1%
增持
VKTX
VIKING THERAPEUTICS INC
-$75.0K
5,700
+24%
减持
V
VISA INC
-$73.8K
3,773
-1%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$68.6K
2,742
-18%
增持
PEP
PEPSICO INC
-$58.7K
6,098
+0%
减持
PG
PROCTER AND GAMBLE CO
-$57.0K
1,972
-16%
增持
DOW
DOW INC
-$55.4K
13,894
+2%
减持
ESS
ESSEX PPTY TR INC
-$55.2K
2,810
-16%
增持
ABBV
ABBVIE INC
-$47.6K
4,797
+0%
增持
DAL
DELTA AIR LINES INC DEL
+$31.1K
19,616
+4%
增持
HD
HOME DEPOT INC
-$29.0K
744
+0%
增持
—
EVEREST GROUP LTD
-$27.8K
2,770
+2%
减持
TSLA
TESLA INC
+$26.9K
2,410
-6%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$26.4K
87,758
+10%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$22.7K
2,927
+10%
减持
XLK
SELECT SECTOR SPDR TR
-$22.4K
2,734
-11%
增持
SO
SOUTHERN CO
+$19.3K
3,241
+0%
增持
TSN
TYSON FOODS INC
-$18.2K
20,363
+1%
减持
VO
VANGUARD INDEX FDS
-$17.1K
1,211
-2%
增持
IVV
ISHARES TR
+$17.1K
765
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$14.8K
2,096
-3%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$14.7K
5,964
-1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$13.8K
6,203
-1%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$13.5K
4,315
-0%
减持
T
AT&T INC
+$12.7K
10,885
-2%
减持
XLY
SELECT SECTOR SPDR TR
-$10.3K
1,476
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$8.9K
3,783
+0%
减持
VV
VANGUARD INDEX FDS
+$7.1K
6,654
-4%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$4.8K
8,120
+8%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
-$4.1K
7,902
+0%
减持
ADBE
ADOBE INC
-$2.8K
390
-10%
增持
XCMUX
MFS HIGH YIELD MUN TR
+$1.8K
12,965
+1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.2K
2,767
+4%
增持
XEVVX
EATON VANCE LTD DURATION INC
+$508
10,455
+1%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$230
4,837
+0%
增持
CVX
CHEVRON CORP NEW
+$80
2,060
+1%
