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
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 69
减持 45
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$6.7M
101,421
+0%
增持
AAPL
APPLE INCORPORATED
+$1.9M
36,809
+1%
减持
CRM
SALESFORCE INCORPORATED
-$1.5M
1,122
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。
-82%
增持
VTV
VANGUARD VALUE ETF
+$948.9K
29,412
+15%
增持
NFLX
NETFLIX INCORPORATED
+$913.5K
3,036
+49%
减持
NVDA
NVIDIA CORPORATION
+$882.2K
90,355
-11%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$800.0K
1,640
-40%
增持
UBER
UBER TECHNOLOGIES INCORPORATED
+$580.7K
124,013
+0%
减持
TSLA
TESLA INCORPORATED
-$561.8K
579
-78%
增持
MSFT
MICROSOFT CORPORATION
+$517.9K
24,250
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
-$469.0K
21
-98%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$428.6K
637
-88%
清仓
ZNGRIX
NUVEEN GLOBAL CITIES REIT INC CLASS I
-$427.0K
0
-100%
清仓
RTX
RTX CORPORATION
-$420.8K
0
-100%
清仓
HUBS
HUBSPOT INC
-$417.5K
0
-100%
清仓
—
SOUTHSTATE CORP
-$413.1K
0
-100%
清仓
MSTR
MICROSTRATEGY INC CLASS A
-$368.3K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT
-$328.9K
2,023
-73%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$315.0K
7,714
-13%
增持
VUG
VANGUARD GROWTH ETF
+$307.3K
5,923
+2%
增持
OBDC
BLUE OWL CAPITAL CORP
-$264.8K
203,474
+2%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$248.3K
14,260
+5%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$223.1K
9,069
+30%
增持
ABBV
ABBVIE INCORPORATED
+$197.7K
1,440
+97%
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$192.6K
24,821
-22%
清仓
—
T REX 2X LONG MSTR DAILYTARGET ETF
-$190.3K
0
-100%
减持
PEBO
PEOPLES BANCORP INCORPORATED
-$178.3K
278,803
-0%
增持
SPY
SPDR S&P 500 ETF
+$174.1K
2,730
+3%
增持
—
PINNACLE FINL PARTNERS INCORPORATED
+$167.6K
3,200
+167%
减持
AMZN
AMAZON.COM INC
-$164.7K
84,403
-1%
增持
GLD
SPDR GOLD SHARES ETF
+$133.0K
1,802
+8%
减持
AMD
ADVANCED MICRO DEVICES INCORPORATED
-$116.1K
264
-76%
增持
NEM
NEWMONT CORPORATION
+$105.5K
4,029
+0%
增持
AXP
AMERICAN EXPRESS COMPANY
+$102.8K
528
+132%
减持
EEM
ISHARES TR MSCI EMG MKT ETF
-$102.3K
3,618
-41%
建仓
COKE
COCA COLA CONSOLIDAT
+$102.3K
873
建仓
AUR
AURORA INNOVATION INC CLASS A
+$95.4K
17,700
增持
ORCL
ORACLE CORPORATION
+$90.3K
1,211
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
-$87.7K
315
-70%
清仓
—
PARAMOUNT GLOBAL B XXXSUBMITTED FOR CASH EXP: 07/03/2025
-$87.3K
0
-100%
建仓
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$84.2K
87
减持
OWL
BLUE OWL CAPITAL INCORPORATED COM CLASS A
-$80.3K
32,112
-1%
清仓
ARKK
ARK INNOVATION ETF
-$72.4K
0
-100%
增持
FHN
FIRST HORIZON CORPORATION
+$71.4K
50,631
+0%
增持
HEFA
ISHARES TR HDG MSCI EAFE
+$70.8K
39,214
+0%
减持
NOW
SERVICENOW INCORPORATED
-$70.2K
460
-4%
建仓
CAVA
CAVA GROUP INCORPORATED
+$66.5K
1,100
增持
HEEM
ISHARES INCORPORATED CUR HD MSCI EM
+$64.2K
17,378
+0%
减持
INTC
INTEL CORPORATION
+$60.7K
6,115
-5%
减持
MS
MORGAN STANLEY COM NEW
+$60.1K
3,336
-0%
增持
DE
DEERE & COMPANY
-$58.8K
1,257
+1%
增持
UNP
UNION PAC CORPORATION
+$57.8K
1,771
+13%
增持
ITMSF
INTERMAP TECHNOLOGIES CORPORATION CLASS A
+$57.3K
50,000
+67%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$54.1K
433
+30%
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$51.5K
3,747
+0%
减持
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
-$51.4K
51
-91%
建仓
—
PINNACLE FINANCIAL PARTNERS, INC. PFD
+$50.3K
2,000
清仓
SDY
SPDR S&P DIVIDEND ETF
-$49.9K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INCORPORATED
+$49.9K
3,605
-0%
减持
DFSV
DIMENSIONAL US SMALL CAPVALU ETF
-$47.3K
38,989
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$46.6K
828
+9%
减持
AVGO
BROADCOM INCORPORATED
+$46.2K
1,170
-5%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$43.4K
1,745
-0%
减持
NSC
NORFOLK SOUTHN CORPORATION
+$39.0K
950
-1%
增持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$38.2K
1,085
+6%
增持
KO
THE COCA-COLA CO
-$36.3K
8,227
+0%
增持
WFC
WELLS FARGO COMPANY NEW
+$36.2K
6,375
+3%
增持
MRK
MERCK & COMPANY INCORPORATED
+$35.8K
7,414
+0%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$33.7K
1,301
+2%
增持
SNAP
SNAP INC CLASS A
+$33.6K
10,000
+100%
增持
CARR
CARRIER GLOBAL CORPORATION
-$33.5K
2,671
+1%
建仓
VGIT
VANGUARD INTER-TERM TREAS INDEX FD
+$32.6K
543
建仓
CEF
SPROTT PHYSICAL GLD SLVR
+$31.7K
864
减持
FITE
SPDR S&P KENSHO FUTURE SECURITY ETF
-$31.5K
387
-55%
建仓
NSLR
SURO CAPITAL CORP
+$31.0K
3,448
增持
PGR
PROGRESSIVE CORPORATION
-$30.2K
1,625
+0%
建仓
MKL
MARKEL GROUP INC
+$28.7K
15
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$28.2K
2,997
+0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$28.1K
584
+1%
增持
HSY
HERSHEY COMPANY
+$26.0K
1,175
+1%
清仓
—
HYUNDAI MOTOR CO L ORDF
-$25.6K
0
-100%
建仓
HEI/A
HEICO CORP NEW CLASS A
+$24.1K
95
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$23.9K
2,689
+23%
增持
JNJ
JOHNSON & JOHNSON
+$23.1K
596
+4%
建仓
BEPC
BROOKFIELD RENEWABLE FCLASS A
+$23.1K
670
减持
SCHV
SCHWAB US LARGE CAP VALUE ETF
+$23.0K
16,736
-0%
增持
DELL
DELL TECHNOLOGIES INCORPORATED CLASS C
+$23.0K
1,104
+1%
增持
VOO
VANGUARD S&P 500 ETF
+$22.4K
428
+1%
增持
B
BARRICK MNG CORP F
+$21.9K
1,670
+6%
增持
PPL
PPL CORPORATION
+$20.2K
5,722
+1%
建仓
TDG
TRANSDIGM GROUP INC
+$18.5K
14
清仓
TGT
TARGET CORPORATION
-$18.2K
0
-100%
清仓
TRV
TRAVELERS COS INC
-$17.4K
0
-100%
减持
APP
APPLOVIN CORP CLASS A
+$17.3K
160
-43%
增持
IQV
IQVIA HLDGS INCORPORATED
+$17.1K
466
+3%
减持
SAP
SAP SE SPON ADR
-$17.1K
446
-0%
建仓
POST
POST HLDGS INC
+$16.6K
154
减持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$16.4K
1,378
-18%
清仓
HPQ
HP INC
-$16.3K
0
-100%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$16.0K
1,799
+3%
增持
MCD
MCDONALDS CORPORATION
+$16.0K
1,165
+1%
增持
SNY
SANOFI SA SPONSORED ADR
+$15.6K
600
+128%
减持
AMGN
AMGEN INCORPORATED
-$15.3K
25
-69%
增持
SPGI
S&P GLOBAL INC
+$15.0K
32
+3100%
清仓
VLO
VALERO ENERGY CORP NEW
-$14.8K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INCORPORATED
-$14.4K
8
-88%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$13.9K
409
+0%
增持
CMI
CUMMINS INCORPORATED
+$13.8K
135
+2%
增持
—
MEDTRONIC PLC SHS
+$12.9K
979
+6%
减持
USB
US BANCORP DEL COM NEW
+$12.3K
5,169
-2%
减持
KMI
KINDER MORGAN INCORPORATED DEL
-$12.2K
331
-55%
减持
ECL
ECOLAB INCORPORATED
-$12.1K
305
-14%
减持
EOG
EOG RES INCORPORATED
-$12.1K
35
-74%
增持
HD
HOME DEPOT INCORPORATED
+$11.9K
233
+4%
减持
FIS
FIDELITY NATL INFORMATION SVCS
-$11.7K
654
-3%
增持
WMT
WALMART INCORPORATED
+$11.2K
1,986
+0%
建仓
BHP
BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$11.2K
200
建仓
—
NOMAD FOODS LTD F
+$11.1K
841
减持
OKE
ONEOK INCORPORATED NEW
-$10.3K
1,009
-2%
增持
PSX
PHILLIPS 66
+$10.2K
534
+2%
减持
CVX
CHEVRON CORPORATION NEW
-$10.0K
355
-22%
增持
AMLP
ALPS ALERIAN MLP ETF
-$9.2K
5,154
+0%
增持
GLW
CORNING INCORPORATED
+$9.1K
190
+54%
清仓
DTE
DTE ENERGY CO
-$8.6K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORPORATION
+$8.5K
465
+0%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$8.3K
1,381
+0%
增持
TXN
TEXAS INSTRS INCORPORATED
-$8.1K
417
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHINES
-$7.9K
553
-1%
增持
BA
BOEING COMPANY
+$7.8K
75
+88%
减持
BBY
BEST BUY INCORPORATED
-$7.8K
485
-27%
减持
PFE
PFIZER INCORPORATED
-$7.6K
279
-54%
增持
UGI
UGI CORPORATION NEW
-$7.4K
2,660
+1%
清仓
TSN
TYSON FOODS INC CLASS A
-$7.0K
0
-100%
增持
KTOS
KRATOS DEFENSE & SEC SOL
+$6.8K
125
+25%
增持
YUM
YUM BRANDS INCORPORATED
+$6.7K
1,517
+0%
增持
ADI
ANALOG DEVICES INCORPORATED
+$6.0K
322
+5%
增持
OXY
OCCIDENTAL PETE CORPORATION
+$6.0K
1,132
+0%
清仓
—
TOTALENERGIES SE SPONSORED ADS
-$5.8K
0
-100%
增持
GEV
GE VERNOVA INCORPORATED
+$5.6K
41
+11%
增持
T
AT&T INCORPORATED
+$5.5K
2,344
+12%
增持
ROK
ROCKWELL AUTOMATION INCORPORATED
+$5.5K
219
+2%
增持
—
NXP SEMICONDUCTORS N V
+$5.4K
509
+1%
减持
PG
PROCTER AND GAMBLE COMPANY
-$5.4K
916
-0%
清仓
CCOI
COGENT COMMUNICATIONS HLDGS IN COM NEW
-$5.2K
0
-100%
清仓
COR
CENCORA INCORPORATED
-$5.1K
0
-100%
减持
VICI
VICI PPTYS INCORPORATED REIT
-$5.1K
151
-51%
减持
VGK
VANGUARD FTSE EUROPE ETF
+$5.1K
3,072
-1%
减持
—
EATON CORPORATION PLC SHS
+$5.0K
437
-2%
建仓
—
NEBIUS GROUP N.V. SHS CLASS A
+$4.9K
44
建仓
MAA
MID-AMER APT CMNTYS INCORPORATED REIT
+$4.8K
34
