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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 94 项
建仓 11
增持 18
减持 46
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
BILS
SPDR SERIES TRUST
-$6.7M
46,013
-59%
建仓
VGT
VANGUARD WORLD FD
+$5.5M
8,313
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$5.5M
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。
增持
WLTG
ETF OPPORTUNITIES TRUST
+$5.1M
1,159,371
+2%
增持
IWB
ISHARES TR
+$2.4M
15,737
+62%
减持
AAPL
APPLE INC
-$2.1M
10,349
-46%
清仓
TLT
ISHARES TR
-$1.6M
0
-100%
建仓
ORCL
ORACLE CORP
+$1.5M
6,781
清仓
LNG
CHENIERE ENERGY INC
-$1.4M
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$1.3M
5,967
建仓
BAC
BANK AMERICA CORP
+$1.2M
25,850
建仓
—
APTIV PLC
+$1.2M
17,731
清仓
RJF
RAYMOND JAMES FINL INC
-$1.2M
0
-100%
清仓
V
VISA INC
-$1.0M
0
-100%
建仓
COHR
COHERENT CORP
+$941.3K
10,551
增持
BIL
SPDR SERIES TRUST
+$919.6K
68,246
+17%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$890.4K
2,178
建仓
EXE
EXPAND ENERGY CORPORATION
+$881.0K
7,534
清仓
BKR
BAKER HUGHES COMPANY
-$857.2K
0
-100%
建仓
BBY
BEST BUY INC
+$730.4K
10,880
增持
NVDA
NVIDIA CORPORATION
+$694.9K
13,595
+1%
减持
AGG
ISHARES TR
-$648.4K
52,341
-11%
清仓
TSLA
TESLA INC
-$617.1K
0
-100%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$615.9K
0
-100%
减持
FLOT
ISHARES TR
-$583.6K
92,055
-11%
清仓
MSTR
MICROSTRATEGY INC
-$576.5K
0
-100%
减持
GLD
SPDR GOLD TR
-$575.8K
5,260
-30%
减持
—
ROYAL CARIBBEAN GROUP
+$543.6K
5,486
-4%
清仓
UYG
PROSHARES TR
-$535.0K
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$439.4K
21,924
+102%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$437.4K
7,157
+0%
建仓
NRG
NRG ENERGY INC
+$409.0K
2,547
减持
MSFT
MICROSOFT CORP
+$355.8K
5,049
-12%
减持
EME
EMCOR GROUP INC
+$341.6K
2,069
-0%
增持
SYF
SYNCHRONY FINANCIAL
+$340.6K
18,400
+10%
减持
QQQ
INVESCO QQQ TR
+$313.2K
5,509
-5%
减持
META
META PLATFORMS INC
+$302.4K
3,543
-12%
减持
IEF
ISHARES TR
-$300.1K
13,716
-19%
清仓
PG
PROCTER AND GAMBLE CO
-$261.0K
0
-100%
清仓
COWZ
PACER FDS TR
-$248.0K
0
-100%
减持
PGR
PROGRESSIVE CORP
-$247.9K
3,326
-17%
增持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$243.5K
12,742
+75%
清仓
GOOG
ALPHABET INC
-$239.0K
0
-100%
减持
THC
TENET HEALTHCARE CORP
+$235.4K
5,811
-1%
清仓
XLY
SELECT SECTOR SPDR TR
-$225.9K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$224.8K
15,013
+1%
减持
CPNJ
CALAMOS ETF TR
-$223.6K
13,025
-43%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$220.7K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$220.4K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$218.4K
0
-100%
减持
ABBV
ABBVIE INC
-$208.9K
3,890
-12%
减持
PFF
ISHARES TR
-$208.2K
24,180
-22%
清仓
VO
VANGUARD INDEX FDS
-$204.8K
0
-100%
建仓
INTU
INTUIT
+$201.6K
256
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$200.0K
15,376
-11%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$190.9K
15,176
+4%
减持
NFLX
NETFLIX INC
-$165.1K
1,188
-37%
增持
RMD
RESMED INC
+$127.0K
3,588
+1%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$121.5K
6,357
-28%
增持
BNY
BANK NEW YORK MELLON CORP
+$114.3K
14,107
+1%
减持
AMZN
AMAZON COM INC
-$114.1K
9,878
-18%
减持
LLY
ELI LILLY & CO
-$113.6K
1,238
-5%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$103.9K
6,322
-23%
减持
LDOS
LEIDOS HOLDINGS INC
+$103.0K
4,637
-0%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
-$100.9K
2,849
-33%
减持
USA
LIBERTY ALL STAR EQUITY FD
-$97.8K
78,689
-19%
减持
VV
VANGUARD INDEX FDS
-$92.9K
3,322
-18%
增持
AMP
AMERIPRISE FINL INC
+$88.8K
1,565
+1%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$82.9K
4,551
-34%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$82.5K
6,540
-20%
增持
IVV
ISHARES TR
+$80.0K
857
+7%
减持
T
AT&T INC
-$79.6K
7,764
-28%
减持
GOOGL
ALPHABET INC
-$78.7K
7,291
-17%
减持
RTX
RTX CORPORATION
+$75.7K
6,488
-1%
增持
PEP
PEPSICO INC
-$73.3K
6,026
+4%
增持
TSN
TYSON FOODS INC
-$58.7K
9,966
+3%
清仓
XCMUX
MFS HIGH YIELD MUN TR
-$46.9K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$44.9K
1,790
-15%
减持
FTC
FIRST TR EXCHANGE-TRADED ALP
-$44.6K
1,377
-28%
减持
XLV
SELECT SECTOR SPDR TR
-$43.5K
1,496
-11%
减持
HD
HOME DEPOT INC
-$38.8K
630
-14%
减持
RIV
RIVERNORTH OPPORTUNITIES FD
-$37.5K
10,790
-25%
减持
SO
SOUTHERN CO
-$36.1K
2,895
-12%
减持
SLV
ISHARES SILVER TR
+$33.5K
21,474
-1%
减持
CPSD
CALAMOS ETF TR
-$31.9K
8,353
-17%
减持
CPNQ
CALAMOS ETF TR
-$30.9K
8,216
-17%
增持
CVX
CHEVRON CORP NEW
+$23.3K
2,636
+25%
减持
XLK
SELECT SECTOR SPDR TR
+$22.0K
1,492
-13%
减持
SPY
SPDR S&P 500 ETF TR
+$20.6K
755
-5%
减持
JPM
JPMORGAN CHASE & CO.
-$12.0K
3,076
-17%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$9.5K
4,324
-11%
减持
SGHT
SIGHT SCIENCES INC
-$8.1K
23,371
-46%
增持
UHS
UNIVERSAL HLTH SVCS INC
-$2.6K
2,810
+3%
减持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$856
10,639
-10%
