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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 103 项
建仓 26
增持 49
减持 22
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
CHRW
C H ROBINSON WORLDWIDE IN
+$10.9M
65,608
增持
BILS
SPDR SERIES TRUST
+$7.3M
115,288
+172%
增持
WLTG
ETF OPPORTUNITIES TRUST
+$2.2M
1,334,218
+8%
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
VGT
VANGUARD WORLD FD
-$2.0M
0
-100%
清仓
COHR
COHERENT CORP
-$1.8M
0
-100%
建仓
TSLA
TESLA INC
+$1.1M
3,024
增持
AAPL
APPLE INC
+$1.1M
13,556
+56%
清仓
THC
TENET HEALTHCARE CORP
-$1.0M
0
-100%
建仓
AVGO
BROADCOM INC
+$877.8K
2,836
增持
NVDA
NVIDIA CORPORATION
+$851.2K
19,283
+43%
减持
SLV
ISHARES SILVER TR
-$794.2K
6,480
-66%
清仓
NRG
NRG ENERGY INC
-$577.4K
0
-100%
减持
VRT
VERTIV HOLDINGS CO
+$529.5K
6,112
-1%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$523.8K
24,447
-39%
增持
AMZN
AMAZON COM INC
+$350.9K
11,922
+29%
增持
QQQ
INVESCO QQQ TR
+$343.3K
6,020
+18%
增持
LLY
ELI LILLY & CO
+$342.8K
2,213
+41%
增持
COF
CAPITAL ONE FINL CORP
-$341.5K
5,828
+1%
建仓
COWZ
PACER FDS TR
+$326.4K
5,217
建仓
T
AT&T INC
+$321.2K
11,080
减持
IWB
ISHARES TR
-$300.4K
17,531
-0%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$265.3K
2,024
增持
AMP
AMERIPRISE FINL INC
+$263.7K
2,212
+51%
建仓
COST
COSTCO WHOLESALE CORPORATION
+$259.1K
260
建仓
DUK
DUKE ENERGY CORP NEW
+$258.5K
1,974
建仓
FVD
FIRST TR EXCHANGE-TRADED FD
+$257.6K
5,478
增持
SYF
SYNCHRONY FINANCIAL
-$255.9K
17,452
+1%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$250.5K
4,511
建仓
MSTR
STRATEGY INC
+$249.6K
2,000
减持
EME
EMCOR GROUP INC
+$232.5K
1,891
-1%
建仓
PG
PROCTER & GAMBLE CO
+$229.5K
1,589
建仓
WMT
WALMART INC
+$229.0K
1,843
增持
CVX
CHEVRON CORPORATION
+$226.5K
2,907
+18%
建仓
CAT
CATERPILLAR INC
+$222.6K
314
建仓
JNJ
JOHNSON & JOHNSON
+$220.2K
901
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$218.2K
6,451
-0%
增持
META
META PLATFORMS INC
+$218.0K
4,470
+26%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$214.1K
388
-43%
建仓
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$212.7K
8,588
增持
CPNJ
CALAMOS ETF TR
+$212.0K
20,664
+61%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$212.0K
2,898
减持
BIL
SPDR SERIES TRUST
-$208.3K
68,294
-3%
建仓
XLY
SELECT SECTOR SPDR TR
+$208.1K
1,910
建仓
CPNQ
CALAMOS ETF TR
+$207.5K
7,810
建仓
CPSD
CALAMOS ETF TR
+$205.7K
7,939
清仓
VOO
VANGUARD INDEX FDS
-$205.7K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$205.7K
525
建仓
MCD
MCDONALDS CORP
+$202.6K
652
增持
GOOGL
ALPHABET INC
+$183.5K
9,877
+16%
增持
ABBV
ABBVIE INC
+$164.9K
4,866
+24%
减持
BAC
BANK AMERICA CORP
-$163.4K
23,551
-1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$161.1K
8,100
+44%
减持
FLOT
ISHARES TR
-$161.0K
89,049
-4%
建仓
XEVVX
EATON VANCE LIMITED DURATION
+$160.6K
16,994
减持
GLD
SPDR GOLD TR
+$154.8K
4,778
-0%
增持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$146.5K
4,256
+49%
增持
SGHT
SIGHT SCIENCES INC
-$141.8K
44,635
+14%
增持
—
CARNIVAL CORP
-$136.4K
29,430
+0%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$135.8K
7,881
+32%
增持
MSFT
MICROSOFT CORP
-$134.5K
6,233
+23%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$133.6K
4,100
+26%
减持
AGG
ISHARES TR
-$131.1K
53,037
-2%
清仓
MARA
MARA HOLDINGS INC
-$122.1K
0
-100%
减持
LDOS
LEIDOS HOLDINGS INC
-$112.3K
4,298
-1%
增持
—
APTIV PLC
-$109.7K
16,732
+0%
增持
ALLY
ALLY FINL INC
-$105.5K
17,970
+0%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$103.0K
6,837
+50%
增持
CAIE
CALAMOS ETF TR
+$102.4K
33,835
+21%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$101.9K
2,599
-0%
增持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$94.2K
15,163
+19%
增持
PEP
PEPSICO INC
+$93.5K
6,183
+2%
增持
SO
SOUTHERN CO
+$93.5K
3,591
+24%
增持
FTC
FIRST TR EXCHANGE-TRADED ALP
+$72.4K
1,898
+38%
建仓
KLRS
KALARIS THERAPEUTICS INC
+$71.6K
12,416
减持
VV
VANGUARD INDEX FDS
-$64.7K
3,427
-1%
减持
VO
VANGUARD INDEX FDS
-$61.6K
11,770
-1%
减持
RMD
RESMED INC
-$60.9K
3,320
-1%
增持
CFG
CITIZENS FINL GROUP INC
+$56.6K
17,131
+3%
增持
NEE
NEXTERA ENERGY INC
+$51.5K
2,851
+7%
减持
RTX
RTX CORPORATION
+$51.0K
5,905
-0%
建仓
XCMUX
MFS HIGH YIELD MUN TR
+$50.9K
14,229
增持
PFF
ISHARES TR
+$47.8K
27,140
+8%
增持
IVV
ISHARES TR
+$47.2K
974
+13%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$45.2K
50,851
+35%
建仓
DHY
CREDIT SUISSE HIGH YIELD CRE
+$41.3K
21,726
增持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$40.9K
11,696
+23%
增持
BNY
BANK NEW YORK MELLON CORP
+$38.0K
12,989
+0%
增持
IYW
ISHARES TR
+$32.5K
1,331
+27%
增持
JPM
JPMORGAN CHASE & CO
-$30.9K
3,278
+6%
增持
CAIQ
CALAMOS ETF TR
+$27.6K
10,633
+21%
减持
NFLX
NETFLIX INC.
+$26.7K
11,260
-0%
增持
HD
HOME DEPOT INC
+$23.3K
730
+16%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$19.6K
4,840
+12%
增持
PWRD
TCW ETF TRUST
+$15.5K
2,361
+5%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$14.1K
12,232
-2%
增持
VKTX
VIKING THERAPEUTICS INC
-$13.9K
6,234
+1%
减持
VB
VANGUARD INDEX FDS
+$12.3K
5,307
-1%
增持
RIV
RIVERNORTH OPPORTUNITIES FD
+$11.7K
15,123
+14%
减持
EXE
EXPAND ENERGY CORPORATION
-$8.1K
6,969
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$3.3K
3,234
+9%
增持
—
ROYAL CARIBBEAN GROUP
-$549
2,384
+1%
增持
IEF
ISHARES TR
-$391
14,566
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$49
1,525
+6%
