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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 24
增持 22
减持 61
清仓 43
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC CLASS CLASS C
-$18.2M
45,691
-54%
清仓
—
AMG PANTHEON FUND CLASS 3
-$14.3M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$8.8M
17,111
-86%
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
PEBO
PEOPLES BANCORP INCORPORATED
-$8.4M
0
-100%
清仓
—
STEPSTONE PRIVATE VENTURE AND GROWTH FUND CLASS I
-$4.9M
0
-100%
减持
AMZN
AMAZON.COM INC
-$4.4M
72,376
-14%
减持
MSFT
MICROSOFT CORP
-$3.2M
22,753
-6%
减持
NVDA
NVIDIA CORP
-$2.2M
87,965
-7%
减持
AAPL
APPLE INC
-$2.1M
28,879
-17%
减持
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
-$950.1K
4,218
-26%
减持
VTV
VANGUARD VALUE INDEX FUND ETF SHARES
-$836.0K
24,811
-17%
增持
APO
APOLLO GLOBAL MGMT INC NCLASS CLASS A
+$790.1K
9,492
+414%
减持
META
META PLATFORMS INC CLASS CLASS A
-$724.3K
1,771
-33%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$651.1K
223
-85%
清仓
XPMIX
STEPSTONE PRIVATE MARKETS CLASS I
-$644.5K
0
-100%
减持
FHN
FIRST HORIZON CORP
-$593.4K
27,098
-46%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
-$579.5K
0
-100%
减持
GLD
SPDR GOLD SHARES
-$526.3K
407
-77%
减持
RTX
RTX CORP
-$479.3K
238
-92%
清仓
CHDN
CHURCHILL DOWNS INCORPORATED
-$464.2K
0
-100%
减持
EFA
ISHARES MSCI EAFE ETF
-$463.0K
4,223
-54%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$462.8K
805
-82%
清仓
ZNGRIX
NUVEEN GLOBAL CITIES REIT INC CLASS I
-$432.5K
0
-100%
清仓
MPC
MARATHON PETE CORPORATION
-$395.2K
0
-100%
减持
OWL
BLUE OWL CAP INC CLASS A
-$385.5K
8,106
-74%
清仓
CEG
CONSTELLATION ENERGY CORPORATION
-$377.1K
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEWREIT
-$361.7K
6,002
-25%
减持
JPM
JPMORGAN CHASE & CO
-$361.6K
727
-59%
减持
GOOGL
ALPHABET INC CLASS CLASS A
-$342.8K
7,293
-6%
减持
PNC
PNC FINL SERVICES
-$336.1K
2,000
-45%
减持
KO
THE COCA-COLA CO
-$313.9K
3,420
-58%
减持
NOW
SERVICENOW INC
-$308.6K
272
-88%
减持
ABT
ABBOTT LABS
-$281.6K
694
-75%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$277.5K
6,357
-60%
减持
OBDC
BLUE OWL CAP CORP
-$272.5K
184,581
-1%
减持
SPY
STATE STREET SPDR S&P 500 ETF TRUST
-$272.2K
2,190
-12%
增持
WBD
WARNER BROS DISCOVERY INCLASS SERIES A
+$272.2K
10,073
+6441%
减持
—
SEABRIDGE GOLD INC F
-$272.1K
1,185
-89%
减持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$266.9K
8,134
-33%
减持
AVGO
BROADCOM INC
-$258.4K
463
-60%
减持
USB
US BANCORP DEL
-$250.2K
492
-90%
减持
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
-$219.9K
77
-95%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$215.2K
33,274
-16%
清仓
—
PINNACLE FINL PARTNERS INCORPORATED
-$209.9K
0
-100%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$197.2K
974
-61%
减持
PPL
PPL CORP
-$194.3K
160
-97%
增持
VOE
VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES
+$182.7K
14,424
+3%
减持
ABBV
ABBVIE INC
-$176.6K
785
-48%
增持
QXO
QXO INC
+$174.4K
17,954
+99%
清仓
IBM
INTERNATIONAL BUSINESS MACHINES
-$164.7K
0
-100%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$163.2K
0
-100%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$155.1K
12,758
-35%
增持
PCMM
BONDBLOXX PRIVATE CREDITCLO ETF
+$154.8K
4,572
+228%
清仓
EXC
EXELON CORPORATION
-$153.5K
0
-100%
建仓
—
ASTRAZENECA PLC F
+$151.9K
770
清仓
DFSU
DIMENSIONAL US SUSTAINABLE CORE 1 ETF
-$140.9K
0
-100%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$139.3K
667
-69%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$133.8K
3,951
+50%
减持
NSC
NORFOLK SOUTHN CORP
-$132.2K
495
-48%
增持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES
+$129.1K
1,729
+33%
减持
EQX
EQUINOX GOLD CORP F
-$125.3K
2,488
-78%
清仓
XDIAX
NUVEEN DOW 30 DYNMC OVERWRT FD SHS
-$125.0K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
-$123.0K
0
-100%
减持
DE
DEERE & CO
+$116.7K
1,246
-1%
减持
PRU
PRUDENTIAL FINL INC
-$116.5K
50
-95%
清仓
OTIS
OTIS WORLDWIDE CORPORATION
-$112.8K
0
-100%
建仓
—
TECHNIPFMC PLC F
+$112.7K
1,630
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INCOM
-$112.5K
0
-100%
减持
CARR
CARRIER GLOBAL CORP
-$111.6K
524
-80%
增持
HEEM
ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF
+$101.1K
19,162
+10%
建仓
EIX
EDISON INTL
+$100.8K
1,378
清仓
UGI
UGI CORPORATION NEW
-$99.9K
0
-100%
增持
KGC
KINROSS GOLD CORP F
+$97.9K
9,273
+41%
建仓
PCG
PG&E CORP
+$97.4K
5,542
减持
—
EATON CORP PLC F
-$95.2K
123
-72%
减持
AMLP
ALERIAN MLP ETF
-$95.2K
2,825
-46%
清仓
—
MEDTRONIC PLC SHS
-$94.9K
0
-100%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$94.2K
1,827
-50%
清仓
IEFA
ISHARES TR CORE MSCI EAFE
-$92.9K
0
-100%
清仓
IVV
ISHARES TR CORE S&P500 ETF
-$92.5K
0
-100%
清仓
O
REALTY INCOME CORPORATION REIT
-$92.4K
0
-100%
建仓
SOUN
SOUNDHOUND AI INC CLASS A
+$91.8K
13,360
清仓
—
LARA EXPL LIMITED
-$90.7K
0
-100%
清仓
ADI
ANALOG DEVICES INCORPORATED
-$87.3K
0
-100%
减持
WFC
WELLS FARGO & CO
-$86.8K
6,379
-0%
建仓
PNFP
PINNACLE FINL PARTNERS I
+$86.1K
1,000
建仓
FIX
COMFORT SYS USA INC
+$85.5K
62
清仓
ROK
ROCKWELL AUTOMATION INCORPORATED
-$85.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$83.4K
99
-81%
增持
PEP
PEPSICO INC
+$81.4K
563
+1240%
清仓
DC
DAKOTA GOLD CORPORATION
-$80.9K
0
-100%
减持
VO
VANGUARD MID-CAP INDEX FUND ETF SHARES
-$80.5K
4
-99%
清仓
HD
HOME DEPOT INCORPORATED
-$79.8K
0
-100%
建仓
ETHW
BITWISE ETHEREUM ETF
+$79.5K
5,300
增持
PSX
PHILLIPS 66
+$78.4K
801
+53%
减持
VZ
VERIZON COMMUNICATIONS I
-$76.9K
650
-76%
清仓
CME
CME GROUP INCORPORATED
-$76.7K
0
-100%
清仓
VB
VANGUARD SMALL-CAP ETF
-$76.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$70.9K
72
+7100%
建仓
EME
EMCOR GROUP INC
+$69.4K
94
清仓
IWO
ISHARES TR RUS 2000 GRW ETF
-$69.1K
0
-100%
清仓
ITMSF
INTERMAP TECHNOLOGIES CORPORATION CLASS A
-$67.4K
0
-100%
清仓
IAU
ISHARES GOLD TR ISHARES NEW
-$67.2K
0
-100%
清仓
FULT
FULTON FINL CORPORATION PA
-$66.3K
0
-100%
建仓
ABNB
AIRBNB INC CLASS A
+$66.3K
525
增持
MU
MICRON TECHNOLOGY INC
+$63.7K
257
+217%
减持
DIS
DISNEY WALT CO
-$62.2K
10
-98%
减持
ORCL
ORACLE CORP
-$62.0K
1,175
-2%
清仓
IJT
ISHARES TR S&P SML 600 GWT
-$61.8K
0
-100%
增持
DHR
DANAHER CORP
+$60.8K
1,127
+69%
增持
KMI
KINDER MORGAN INC DEL
+$60.6K
2,032
+642%
减持
—
ROYAL CARIBBEAN GROU F
-$60.3K
29
-88%
增持
—
LINDE PLC F
+$60.3K
408
+23%
建仓
SF
STIFEL FINL CORP
+$59.5K
805
清仓
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
-$58.8K
0
-100%
减持
YUM
YUM BRANDS INC
-$58.5K
1,100
-27%
建仓
LITE
LUMENTUM HLDGS INC
+$58.3K
83
增持
GE
GE AEROSPACE
+$57.5K
269
+341%
清仓
AMD
ADVANCED MICRO DEVICES INCORPORATED
-$56.1K
0
-100%
清仓
CVX
CHEVRON CORPORATION NEW
-$55.8K
0
-100%
减持
NFLX
NETFLIX INC
+$55.7K
30,261
-1%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$55.0K
317
增持
SPGI
S&P GLOBAL INC
+$54.8K
130
+12900%
清仓
BNY
BANK NEW YORK MELLON CORPORATION
-$54.3K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICAL
+$53.3K
69
减持
—
JOHNSON CONTROLS INT F
-$53.1K
160
-74%
建仓
NBIX
NEUROCRINE BIOSCIENCES I
+$53.0K
402
清仓
—
PIPER SANDLER COMPANIES
-$51.3K
0
-100%
减持
SMBK
SMARTFINL INC
-$51.3K
5,261
-24%
建仓
ITT
ITT INC
+$50.9K
267
减持
MS
MORGAN STANLEY
-$50.5K
3,290
-1%
清仓
NEE
NEXTERA ENERGY INCORPORATED
-$50.4K
0
-100%
增持
FDX
FEDEX CORP
+$50.3K
150
+1264%
清仓
—
PINNACLE FINANCIAL PARTNERS, INC. PFD
-$50.0K
0
-100%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$50.0K
236
建仓
CPRT
COPART INC
+$49.8K
1,501
建仓
TER
TERADYNE INC
+$49.8K
168
建仓
MKTX
MARKETAXESS HLDGS INC
+$49.3K
299
清仓
RYAAY
RYANAIR HOLDINGS PLC SPONSORED ADR
-$49.0K
0
-100%
增持
GEV
GE VERNOVA INC
+$48.7K
70
+268%
增持
OXY
OCCIDENTAL PETE CORP
+$47.8K
1,452
+28%
增持
PG
PROCTER & GAMBLE CO
+$47.6K
1,073
+43%
建仓
SYK
STRYKER CORP
+$47.3K
144
减持
RF
REGIONS FINL CORP NEW
-$46.7K
1,000
-63%
建仓
—
ARCH CAPITAL GROUP LTD F
+$46.2K
481
减持
DRI
DARDEN RESTAURANTS INC
-$46.2K
171
-61%
建仓
—
GENPACT LTD F
+$46.0K
1,235
建仓
WDC
WESTERN DIGITAL CORP
+$46.0K
170
减持
SHV
ISHARES 01 YEAR TREASURYBOND ETF
-$45.9K
1,224
-26%
减持
MRK
MERCK & CO. INC.
+$45.0K
6,668
-7%
