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Wealth Preservation Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wealth Preservation Advisors, LLC
报告期 2026-03-31 · CIK 0001968434
持仓数
1,035
前50大市值合计
$99.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 43
减持 51
清仓 39
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$5.8M
101,122
+8%
减持
MSFT
MICROSOFT CORPORATION
+$3.0M
24,210
-0%
增持
UBER
UBER TECHNOLOGIES INCORPORATED
+$2.6M
123,996
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。
+0%
减持
AMZN
AMAZON.COM INC
+$2.2M
85,223
-2%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$928.7K
2,715
+45%
减持
AAPL
APPLE INCORPORATED
-$643.3K
36,550
-0%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$471.2K
941
+3991%
建仓
ZNGRIX
NUVEEN GLOBAL CITIES REIT INC CLASS I
+$427.0K
37,132
建仓
HUBS
HUBSPOT INC
+$417.5K
750
减持
VUG
VANGUARD GROWTH ETF
+$369.8K
5,779
-1%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$307.5K
31,749
+215%
增持
TSLA
TESLA INCORPORATED
+$299.4K
2,579
+29%
增持
VOO
VANGUARD S&P 500 ETF
+$236.6K
422
+6933%
建仓
—
T REX 2X LONG MSTR DAILYTARGET ETF
+$190.3K
22,000
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$179.1K
8,854
-1%
增持
VTV
VANGUARD VALUE ETF
+$168.8K
25,666
+2%
减持
MRK
MERCK & COMPANY INCORPORATED
-$158.0K
7,408
-11%
建仓
SAP
SAP SE SPON ADR
+$136.2K
448
增持
IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT
+$129.6K
7,522
+6%
增持
CEG
CONSTELLATION ENERGY CORPORATION
+$129.6K
1,068
+0%
减持
AVGO
BROADCOM INCORPORATED
+$129.1K
1,233
-2%
清仓
SPYD
SPDR S&P 500 HIGH DIVIDEND ETF
-$128.0K
0
-100%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$127.4K
2,996
+1%
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$122.0K
1,746
清仓
BITU
PROSHARES ULTRA BITCOIN ETF
-$120.4K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
+$118.6K
1,065
+238%
建仓
SONY
SONY GROUP CORPORATION SPONSORED ADR
+$117.1K
4,500
增持
COF
CAPITAL ONE FINL CORPORATION
+$114.2K
617
+549%
增持
APO
APOLLO GLOBAL MGMT INCORPORATED
+$106.5K
1,734
+70%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$100.3K
13,627
+2%
建仓
APP
APPLOVIN CORP CLASS A
+$97.7K
279
增持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$92.1K
1,119
+72%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$90.6K
408
-2%
增持
SNOW
SNOWFLAKE INC CLASS A
+$90.4K
1,156
+0%
增持
FHN
FIRST HORIZON CORPORATION
+$90.2K
50,629
+0%
减持
ORCL
ORACLE CORPORATION
+$88.1K
1,145
-1%
清仓
—
DISCOVER FINL SVCS
-$87.9K
0
-100%
清仓
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$81.6K
0
-100%
清仓
DPST
DIREXION DAILY REG BKS BULL 3X SHARES
-$78.4K
0
-100%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$77.3K
1,749
-0%
清仓
—
TORM PLC FCLASS A
-$68.9K
0
-100%
增持
INTC
INTEL CORPORATION
+$66.1K
6,450
+87%
清仓
SPGP
INVESCO S AND P 500 GARPETF
-$66.1K
0
-100%
减持
HEFA
ISHARES TR HDG MSCI EAFE
+$57.7K
39,053
-1%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$55.4K
6,977
+0%
减持
MS
MORGAN STANLEY COM NEW
+$53.2K
3,338
-7%
清仓
BST
BLACKROCK SCIENCE TECHNO
-$53.2K
0
-100%
增持
WFC
WELLS FARGO COMPANY NEW
+$53.1K
6,218
+0%
建仓
RIO
RIO TINTO PLC SPONSORED ADR
+$52.8K
905
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$52.0K
1,277
+7%
减持
DFSV
DIMENSIONAL US SMALL CAPVALU ETF
-$51.8K
43,788
-8%
增持
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
+$51.6K
551
+980%
增持
MPC
MARATHON PETE CORPORATION
+$49.9K
2,430
+0%
清仓
—
PINNACLE FINANCIAL PARTNERS, INC. PFD
-$48.2K
0
-100%
建仓
AGNC
AGNC INVT CORP REIT
+$46.0K
5,000
减持
MPLX
MPLX LP COM UNIT REP LTD
-$42.0K
40
-95%
减持
—
EXXON MOBIL CORPORATION
-$41.5K
176
-65%
增持
RTX
RTX CORPORATION
+$41.3K
2,882
+1%
增持
—
EATON CORPORATION PLC SHS
+$39.7K
444
+2%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$39.3K
909
-31%
建仓
RYAAY
RYANAIR HOLDINGS PLC SPONSORED ADR
+$39.2K
680
清仓
SBRA
SABRA HEALTH CARE REIT IREIT
-$38.4K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INCORPORATED
+$38.2K
3,618
-0%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$36.4K
2,360
-45%
清仓
ARLP
ALLIANCE RESOURCE PAR LP
-$36.1K
0
-100%
增持
DELL
DELL TECHNOLOGIES INCORPORATED CLASS C
+$36.1K
1,089
+2%
减持
T
AT&T INCORPORATED
-$34.7K
2,098
-38%
减持
MAIN
MAIN STR CAP CORP
-$34.3K
400
-61%
清仓
PBR
PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$34.3K
0
-100%
清仓
DRN
DIREXION DALY RAL EST BUL 3X SHS ETF
-$33.7K
0
-100%
清仓
BITB
BITWISE BITCOIN ETF
-$33.6K
0
-100%
增持
CRM
SALESFORCE INCORPORATED
+$33.0K
6,365
+0%
清仓
CHMI
CHERRY HILL MTG INVT CORREIT
-$32.9K
0
-100%
建仓
B
BARRICK MNG CORP F
+$32.9K
1,578
减持
PRU
PRUDENTIAL FINL INCORPORATED
-$32.5K
1,075
-19%
减持
AMLP
ALERIAN MLP ETF
-$31.8K
5,139
-6%
增持
XLF
SPDR FINANCIAL SELECT SECTOR FUND
+$31.5K
12,206
+0%
增持
ABBV
ABBVIE INCORPORATED
+$30.7K
731
+46%
清仓
—
BARRICK GOLD CORP F
-$30.7K
0
-100%
清仓
BXSL
BLACKSTONE SECD LENDING
-$29.6K
0
-100%
减持
UNM
UNUM GROUP
-$29.3K
287
-55%
清仓
BBDC
BARINGS BDC INC
-$29.1K
0
-100%
清仓
ICVT
ISHARES CONVERTIBLE BONDETF
-$28.9K
0
-100%
减持
OWL
BLUE OWL CAPITAL INCORPORATED COM CLASS A
-$28.1K
32,479
-0%
减持
O
REALTY INCOME CORPORATION REIT
-$27.9K
1,640
-22%
减持
HEEM
ISHARES INCORPORATED CUR HD MSCI EM
+$27.1K
17,297
-2%
增持
—
ROYAL CARIBBEAN GROUP
+$25.8K
237
+0%
建仓
—
HYUNDAI MOTOR CO L ORDF
+$25.6K
475
清仓
STN
STANTEC INCORPORATED
-$25.6K
0
-100%
清仓
MFIC
MIDCAP FINL INVESTME
-$25.5K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$25.4K
2,178
-17%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
-$25.4K
199,661
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHINES
+$25.3K
556
-0%
增持
PGR
PROGRESSIVE CORPORATION
-$25.3K
1,617
+0%
减持
MCD
MCDONALDS CORPORATION
-$24.3K
1,157
-0%
清仓
BSM
BLACK STONE MINERALS LP
-$22.8K
0
-100%
清仓
ABR
ARBOR RLTY TR INC REIT
-$21.8K
0
-100%
减持
NEM
NEWMONT CORPORATION
+$20.8K
4,019
-9%
减持
VALE
VALE S A SPONSORED ADS
-$20.7K
158
-93%
清仓
MBGYY
MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS
-$19.9K
0
-100%
清仓
—
STAR BULK CARRIERS COR F
-$19.2K
0
-100%
清仓
RWT
REDWOOD TR INC REIT
-$19.1K
0
-100%
减持
WMT
WALMART INCORPORATED
+$18.9K
1,979
-1%
清仓
AQN
ALGONQUIN PWR & UTILS F
-$18.7K
0
-100%
清仓
NLY
ANNALY CAP MGMT INC REIT
-$18.3K
0
-100%
减持
VGK
VANGUARD FTSE EUROPE ETF
+$18.2K
3,098
-2%
减持
NSC
NORFOLK SOUTHN CORPORATION
+$18.0K
962
-0%
清仓
—
GENCO SHIPPING & TRADI F
-$17.8K
0
-100%
清仓
—
MAREX GROUP PLC F
-$17.7K
0
-100%
清仓
URA
GLOBAL X URANIUM ETF
-$17.6K
0
-100%
减持
F
FORD MTR COMPANY
-$17.2K
2,344
-45%
增持
OKE
ONEOK INCORPORATED NEW
-$17.1K
1,028
+1%
减持
CVX
CHEVRON CORPORATION NEW
-$16.7K
455
-7%
减持
IXN
ISHARES GLOBAL TECH ETF
+$16.5K
1,060
-1%
清仓
AFCG
ADVANCED FLOWER CAP INC
-$16.2K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
+$15.9K
70
清仓
—
FRONTLINE PLC F
-$15.7K
0
-100%
增持
—
NXP SEMICONDUCTORS N V
+$15.3K
506
+1%
增持
DIS
DISNEY WALT COMPANY
+$15.3K
555
+2%
减持
SCHV
SCHWAB US LARGE CAP VALUE ETF
+$15.3K
16,774
-1%
减持
—
NOVONIX LTD ORDF
-$15.1K
33,359
-60%
清仓
—
DUPONT DE NEMOURS INCORPORATED
-$14.9K
0
-100%
减持
USB
US BANCORP DEL COM NEW
+$14.6K
5,248
-1%
清仓
DVN
DEVON ENERGY CORP NEW
-$14.4K
0
-100%
减持
XLE
SPDR ENERGY SELECT SECTOR FUND
-$14.2K
199
-40%
减持
IWM
ISHARES TR RUSSELL 2000 ETF
-$13.6K
497
-18%
增持
BAC
BANK OF AMERICA CORP
+$13.1K
681
+49%
建仓
SNY
SANOFI SPONSORED ADR
+$12.7K
263
减持
GS
GOLDMAN SACHS GROUP INCORPORATED
+$12.5K
94
-5%
增持
TXN
TEXAS INSTRS INCORPORATED
+$11.9K
408
+1%
减持
OIH
VANECK OIL SERVICES ETF
-$11.9K
12
-79%
增持
AXP
AMERICAN EXPRESS COMPANY
+$11.8K
228
+1%
增持
PPL
PPL CORPORATION
-$11.1K
5,678
+1%
减持
UNP
UNION PAC CORPORATION
-$10.8K
1,568
-0%
建仓
—
UNILEVER PLC SPON ADR NEW
+$10.8K
176
清仓
SUNS
SUNRISE RLTY TR INC EQUICLASS EQUITY
-$10.7K
0
-100%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$10.6K
2,888
-1%
清仓
BGS
B & G FOODS INC NEW
-$10.4K
0
-100%
清仓
XOP
SPDR S&P OIL & GAS EXPL & PROD ETF
-$9.9K
0
-100%
增持
UGI
UGI CORPORATION NEW
+$9.8K
2,632
+1%
清仓
—
DORIAN LPG LTD F
-$9.7K
0
-100%
减持
SUSA
ISHARES TR ESG OPTIMIZED
-$9.5K
114
-45%
建仓
TJX
TJX COMPANIES INCORPORATED NEW
+$9.1K
74
减持
ADI
ANALOG DEVICES INCORPORATED
+$8.9K
307
-3%
减持
BBY
BEST BUY INCORPORATED
-$8.6K
662
-8%
减持
VAW
VANGUARD MATERIALS ETF
-$8.5K
224
-19%
减持
IJJ
ISHARES TR S&P MC 400VL ETF
+$8.4K
2,479
-0%
增持
OXY
OCCIDENTAL PETE CORPORATION
-$8.3K
1,131
+0%
建仓
IMBBY
IMPERIAL BRANDS PLC SPON ADR
+$8.0K
202
增持
EXC
EXELON CORPORATION
-$7.9K
3,521
+1%
