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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 34
增持 54
减持 47
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
—
AMG PANTHEON FUND CLASS 3
+$14.3M
499,707
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$6.6M
99,833
-2%
建仓
—
STEPSTONE PRIVATE VENTURE AND GROWTH FUND CLASS I
+$4.9M
93,795
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。
减持
UBER
UBER TECHNOLOGIES INCORPORATED
-$2.2M
122,317
-1%
增持
AMZN
AMAZON.COM INC
+$951.8K
84,413
+0%
减持
MSFT
MICROSOFT CORPORATION
-$902.7K
24,104
-1%
增持
NFLX
NETFLIX INCORPORATED.
-$786.1K
30,438
+903%
清仓
BRK/A
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A
-$754.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$706.4K
94,181
+4%
建仓
XPMIX
STEPSTONE PRIVATE MARKETS CLASS I
+$644.5K
10,580
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$595.2K
12,000
-52%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$564.7K
7,795
+1%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$533.4K
2,632
+60%
建仓
RTX
RTX CORPORATION
+$525.3K
2,864
建仓
ZNGRIX
NUVEEN GLOBAL CITIES REIT INC CLASS I
+$432.5K
38,174
建仓
SSB
SOUTHSTATE BK CORP
+$422.5K
4,489
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$341.7K
1,508
+82%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$284.4K
186,163
-9%
建仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$263.9K
2,629
建仓
PRIV
SPDR SSGA IG PUBLIC AND PRVT CRT ETF
+$219.4K
8,634
增持
VTV
VANGUARD VALUE ETF
+$218.8K
29,865
+2%
减持
HSY
HERSHEY COMPANY
-$192.2K
151
-87%
建仓
QXO
QXO INC
+$174.3K
9,036
减持
DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF
-$152.7K
100
-77%
减持
MRK
MERCK & COMPANY INCORPORATED
+$134.9K
7,193
-3%
减持
SPY
STATE STREET SPDR S&P 500 ETF TRUST
-$121.9K
2,488
-9%
减持
ORCL
ORACLE CORPORATION
-$105.8K
1,205
-0%
减持
—
PINNACLE FINL PARTNERS INCORPORATED
-$90.2K
2,200
-31%
增持
NOW
SERVICENOW INCORPORATED
-$86.3K
2,200
+378%
减持
OWL
BLUE OWL CAPITAL INCORPORATED COM CLASS A
-$84.1K
30,759
-4%
建仓
DC
DAKOTA GOLD CORPORATION
+$80.9K
14,241
减持
AAPL
APPLE INCORPORATED
+$80.0K
34,771
-6%
增持
HEFA
ISHARES TR HDG MSCI EAFE
+$75.8K
39,389
+0%
建仓
PCMM
BONDBLOXX PRIVATE CREDITCLO ETF
+$70.0K
1,396
增持
FHN
FIRST HORIZON CORPORATION
+$65.4K
50,633
+0%
减持
MS
MORGAN STANLEY COM NEW
+$61.6K
3,334
-0%
减持
GLD
SPDR GOLD SHARES ETF
+$60.9K
1,770
-2%
增持
WFC
WELLS FARGO COMPANY NEW
+$60.3K
6,380
+0%
增持
TSLA
TESLA INCORPORATED
+$56.9K
699
+21%
建仓
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$50.4K
82
减持
VUG
VANGUARD GROWTH ETF
-$48.1K
5,724
-3%
建仓
BWIN
THE BALDWIN INSURANC A CLASS A
+$46.4K
1,931
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$45.8K
2,990
-0%
清仓
—
HERITAGE DISTILLING HLDG
-$43.1K
0
-100%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$40.6K
688
+18%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$40.5K
19,586
+6%
增持
RGLD
ROYAL GOLD INC
+$38.7K
683
+21%
增持
SCHB
SCHWAB US BROAD MARKET ETF
+$36.9K
2,759
+100%
增持
APO
APOLLO GLOBAL MGMT INCORPORATED
+$36.4K
1,848
+7%
增持
GDX
VANECK GOLD MINERS ETF
+$33.7K
1,755
+15%
减持
PG
PROCTER & GAMBLE COMPANY
-$33.4K
749
-18%
清仓
VGIT
VANGUARD INTER-TERM TREAS INDEX FD
-$32.6K
0
-100%
清仓
CEF
SPROTT PHYSICAL GLD SLVR
-$31.7K
0
-100%
清仓
MKL
MARKEL GROUP INC
-$28.7K
0
-100%
减持
DFSV
DIMENSIONAL US SMALL CAPVALU ETF
-$28.6K
36,873
-5%
减持
KO
THE COCA-COLA CO
+$28.4K
8,211
-0%
减持
PNC
PNC FINL SVCS GROUP INCORPORATED
+$27.9K
3,604
-0%
减持
GE
GE AEROSPACE COM NEW
-$26.6K
61
-60%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$26.5K
9,093
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
-$26.4K
175
-44%
减持
—
ASTRAZENECA PLC SPONSORED ADR
+$25.2K
1,775
-1%
增持
JPM
JPMORGAN CHASE & COMPANY.
+$25.1K
1,786
+2%
增持
SLV
ISHARES SILVER TRUST ETF
+$24.7K
784
+29%
增持
COF
CAPITAL ONE FINL CORPORATION
+$24.4K
642
+4%
清仓
HEI/A
HEICO CORP NEW CLASS A
-$24.1K
0
-100%
清仓
—
SANDSTORM GOLD LTD F
-$24.0K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE INCORPORATED
+$22.8K
149
+1763%
增持
ABT
ABBOTT LABS
-$22.6K
2,816
+0%
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$21.7K
2,396
+1%
增持
HEEM
ISHARES INCORPORATED CUR HD MSCI EM
+$21.5K
17,443
+0%
减持
KGC
KINROSS GOLD CORPORATION
+$20.4K
6,572
-1%
增持
AXP
AMERICAN EXPRESS COMPANY
+$20.1K
529
+0%
建仓
TRV
TRAVELERS COS INC
+$18.9K
65
增持
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$18.7K
1,109
+2%
清仓
TDG
TRANSDIGM GROUP INC
-$18.5K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
-$18.4K
2,670
-0%
建仓
ITA
ISHARES US AEROSPACE DEFENSE ETF
+$18.2K
85
清仓
—
GRAB HLDGS LTD FCLASS A
-$17.8K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT
-$17.2K
2,303
+14%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$16.6K
746
+429%
清仓
POST
POST HLDGS INC
-$16.6K
0
-100%
增持
DELL
DELL TECHNOLOGIES INCORPORATED CLASS C
-$16.4K
1,113
+1%
减持
SCHV
SCHWAB US LARGE CAP VALUE ETF
-$15.8K
15,920
-5%
减持
AVGO
BROADCOM INCORPORATED
+$15.6K
1,161
-1%
减持
SPGI
S&P GLOBAL INC
-$15.1K
1
-97%
减持
HD
HOME DEPOT INCORPORATED
-$14.6K
232
-0%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$14.0K
13,956
-2%
减持
WMT
WALMART INCORPORATED
+$14.0K
1,963
-1%
增持
ABBV
ABBVIE INCORPORATED
+$13.9K
1,520
+6%
减持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$13.4K
262
-1%
减持
GEV
GE VERNOVA INCORPORATED
-$12.8K
19
-54%
增持
PPL
PPL CORPORATION
-$12.2K
5,723
+0%
建仓
PATH
UIPATH INC CLASS CLASS A
+$11.8K
719
增持
MU
MICRON TECHNOLOGY INCORPORATED
+$11.7K
81
+19%
建仓
UL
UNILEVER PLC SPON ADR NEW
+$11.6K
177
增持
GILD
GILEAD SCIENCES INCORPORATED
+$11.5K
216
+60%
增持
UGI
UGI CORPORATION NEW
+$11.5K
2,669
+0%
减持
SAP
SAP SE SPON ADR
-$11.1K
445
-0%
清仓
—
NOMAD FOODS LTD F
-$11.1K
0
-100%
增持
BA
BOEING COMPANY
+$11.0K
125
+67%
清仓
—
UNILEVER PLC SPON ADR NEW
-$10.6K
0
-100%
减持
CMI
CUMMINS INCORPORATED
+$10.4K
132
-2%
增持
—
ROYAL CARIBBEAN GROUP
-$10.3K
245
+1%
建仓
GWRE
GUIDEWIRE SOFTWARE INCORPORATED
+$10.1K
50
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$10.0K
982
+8%
建仓
—
FIVERR INTL LTD F
+$9.5K
481
建仓
ENVA
ENOVA INTL INC
+$9.4K
60
建仓
MRVL
MARVELL TECHNOLOGY INC
+$9.3K
109
建仓
XHR
XENIA HOTELS & RESORTS INCORPORATED REIT
+$8.7K
613
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$8.7K
556
+1%
增持
MET
METLIFE INCORPORATED
+$8.3K
174
+164%
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$7.8K
156
减持
CAVA
CAVA GROUP INC
-$7.8K
1,000
-9%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$7.8K
3,427
+2%
清仓
MUB
ISHARES TR NATIONAL MUN ETF
-$7.7K
0
-100%
增持
UNP
UNION PAC CORPORATION
-$7.6K
1,777
+0%
建仓
HOOD
ROBINHOOD MKTS INC CLASS A
+$7.5K
66
减持
O
REALTY INCOME CORPORATION REIT
-$7.3K
1,639
-0%
减持
KLAC
KLA CORPORATION COM NEW
-$7.1K
3
-70%
建仓
—
TOTALENERGIES SE ACT
+$6.8K
104
减持
BLK
BLACKROCK INCORPORATED
-$6.4K
56
-2%
增持
PANW
PALO ALTO NETWORKS INCORPORATED
+$6.4K
720
+16%
增持
SNOW
SNOWFLAKE INC CLASS CLASS A
-$6.3K
1,160
+0%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$6.2K
1,240
-10%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$6.2K
1,302
+0%
减持
EMR
EMERSON ELEC COMPANY
-$6.1K
52
-47%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRANC
+$6.1K
90
减持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$6.1K
3,722
-1%
增持
FCX
FREEPORT-MCMORAN INCORPORATED CLASS B
+$6.0K
392
+11%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$5.8K
758
+19%
减持
CSCO
CISCO SYSTEMS INCORPORATED
+$5.3K
652
-1%
增持
T
AT&T INCORPORATED
-$5.2K
2,455
+5%
减持
PSX
PHILLIPS 66
-$5.1K
523
-2%
建仓
COR
CENCORA INCORPORATED
+$5.1K
15
清仓
KMB
KIMBERLY-CLARK CORPORATION
-$4.8K
0
-100%
建仓
SFGYY
SONY FINL GROUP INCORPORATED UNSPONSERED ADS
+$4.7K
900
增持
—
NXP SEMICONDUCTORS N V
-$4.6K
513
+1%
建仓
—
HERITAGE DISTILLING HLDG
+$4.1K
2,625
清仓
ARE
ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT
-$4.1K
0
-100%
建仓
LSEGY
LONDON STK EXCHANGE GROUP SPONSORED ADS
+$3.8K
126
增持
WSO
WATSCO INCORPORATED
+$3.8K
16
+300%
建仓
TTI
TETRA TECHNOLOGIES INCORPORATED DEL
+$3.7K
392
建仓
—
HEWLETT PACKARD ENTERPRISE COMPANY. 7.625 MAND CONV
+$3.6K
54
增持
BNY
BANK NEW YORK MELLON CORPORATION
+$3.6K
467
+0%
减持
F
FORD MTR COMPANY
-$3.5K
1,888
-20%
建仓
RPM
RPM INTERNATIONAL INCORPORATED
+$3.4K
33
减持
—
NOVONIX LTD ORDF
-$3.2K
24,716
-27%
增持
BX
BLACKSTONE INCORPORATED
-$3.2K
201
+1%
增持
FULT
FULTON FINL CORPORATION PA
+$3.0K
3,431
+1%
建仓
SSEZY
SSE PLC SPONSORED ADR
+$3.0K
103
