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Wealth Preservation Advisors, LLC

SEC CIK
0001968434
最新申報
2026/8/14

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/8/14 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
88
較 2026 年第 1 季 −947
總值
$1.75 億
較 2026 年第 1 季 +$5,502 萬 (+45.7%)
申報日
2026/8/14
SEC
Wealth Preservation Advisors, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GOOGAlphabet Inc.Stock99,833$3,527 萬20.1%+54,142+118.5%加碼歷史
NVDANVIDIA CorpStock111,041$2,222 萬12.7%+23,076+26.2%加碼歷史
AMZNAmazon Com IncStock79,534$1,896 萬10.8%+7,158+9.9%加碼歷史
MSFTMicrosoft CorpStock28,699$1,071 萬6.1%+5,946+26.1%加碼歷史
AAPLApple Inc.Stock35,982$1,041 萬5.9%+7,103+24.6%加碼歷史
PEBOPeoples Bancorp IncCOM258,803$994.1 萬5.7%+258,803新進歷史
Vanguard Morningstar Value ETF922908744ETF36,801$802.0 萬4.6%+11,990+48.3%加碼–
Vanguard Morningstar Growth ETF922908736ETF45,041$388.0 萬2.2%+19,733+78.0%加碼依 6 比 1 拆股換算–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF16,430$324.7 萬1.9%+2,006+13.9%加碼–
GOOGLAlphabet Inc.Stock8,494$303.5 萬1.7%+1,201+16.5%加碼歷史
iShares Tr46434V803HDG MSCI EAFE57,273$268.8 萬1.5%+23,999+72.1%加碼–
UBERUber Technologies, IncStock30,603$220.8 萬1.3%+13,492+78.8%加碼歷史
NFLXNetflix IncStock30,068$214.7 萬1.2%−193−0.6%減碼歷史
BRK.BBerkshire Hathaway IncStock4,131$206.7 萬1.2%+3,908+1,752.5%加碼歷史
OBDCBlue Owl Capital CorpCOM172,626$187.6 萬1.1%−11,955−6.5%減碼歷史
SPYSPDR S&P 500 ETF TrustETF2,482$185.4 萬1.1%+292+13.3%加碼歷史
SPGSimon Property Group Inc.REIT8,002$179.0 萬1.0%+2,000+33.3%加碼歷史
APOApollo Global Management, Inc.COM12,435$147.1 萬0.8%+2,943+31.0%加碼歷史
FHNFirst Horizon CorpCOM50,638$129.8 萬0.7%+23,540+86.9%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF4,027$123.3 萬0.7%+667+19.9%加碼–
Dimensional ETF Trust25434V815US SMALL CAP ETF30,015$116.4 萬0.7%−4,033−11.8%減碼–
FBKFB Financial CorpCOM19,000$105.2 萬0.6%00.0%不變歷史
PNFPPinnacle Financial Partners, Inc.COM10,138$102.3 萬0.6%+9,138+913.8%加碼歷史
iShares Inc46434G509CUR HD MSCI EM22,460$100.5 萬0.6%+3,298+17.2%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF4,051$98.4 萬0.6%+221+5.8%加碼–
PNCPNC Financial Services Group, Inc.Stock3,576$88.0 萬0.5%+1,576+78.8%加碼歷史
MRKMerck & Co., Inc.Stock6,613$85.0 萬0.5%−55−0.8%減碼歷史
Ssga Active Tr78470P622SPDR SSGA IG PUB33,552$84.5 萬0.5%+24,918+288.6%加碼–
JPMJPMorgan Chase & CoStock2,469$80.8 萬0.5%+1,742+239.6%加碼歷史
DEDeere & CoStock1,246$79.0 萬0.5%00.0%不變歷史
METAMeta Platforms, Inc.Stock1,391$78.3 萬0.4%−380−21.5%減碼歷史
GLDSPDR Gold TrustETF2,120$78.1 萬0.4%+1,713+420.9%加碼歷史
TSLATesla, Inc.Stock1,838$77.3 萬0.4%+900+95.9%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,063$75.4 萬0.4%+334+19.3%加碼–
iShares MSCI Eafe ETF464287465ETF6,899$71.7 萬0.4%+2,676+63.4%加碼–
MSMorgan StanleyStock3,290$68.8 萬0.4%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF12,422$66.6 萬0.4%+4,288+52.7%加碼–
KOCoca Cola CoStock8,186$66.5 萬0.4%+4,766+139.4%加碼歷史
SYBTStock Yards Bancorp, Inc.COM8,264$63.2 萬0.4%00.0%不變歷史
Schwab U.S. Large-Cap Value ETF808524409ETF15,920$55.4 萬0.3%+9,563+150.4%加碼–
OHIOmega Healthcare Investors IncCOM11,317$54.0 萬0.3%00.0%不變歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN15,061$53.0 萬0.3%+15,061新進歷史
RTXRTX CorpStock2,782$52.8 萬0.3%+2,544+1,068.9%加碼歷史
MPCMarathon Petroleum CorpStock2,015$51.5 萬0.3%+2,015新進歷史
WFCWells Fargo & CompanyStock6,150$50.8 萬0.3%−229−3.6%減碼歷史
iShares S&P 500 Growth ETF464287309ETF3,688$50.7 萬0.3%+2,883+358.1%加碼–
KKRKKR & Co. Inc.COM4,975$45.7 萬0.3%−475−8.7%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF2,888$45.6 萬0.3%00.0%不變–
SSBSouthState Bank CorpCOM4,489$44.8 萬0.3%−97−2.1%減碼歷史
DELLDell Technologies Inc.Stock1,025$44.2 萬0.3%−9−0.9%減碼歷史
UNPUnion Pacific CorpStock1,581$43.0 萬0.2%00.0%不變歷史
AVGOBroadcom Inc.Stock1,042$39.4 萬0.2%+579+125.1%加碼歷史
APHAmphenol CorpCL A2,220$39.1 萬0.2%00.0%不變歷史
NEMNEWMONT CorpStock3,988$37.2 萬0.2%00.0%不變歷史
CHDNChurchill Downs IncCOM4,080$36.6 萬0.2%+4,080新進歷史
Schwab International Equity ETF808524805ETF12,765$35.4 萬0.2%+7+0.1%加碼–
iShares Tr46436E7180-3 MTH TREASURY4,300$35.3 萬0.2%+349+8.8%加碼–
MCDMcDonalds CorpStock1,301$35.2 萬0.2%+127+10.8%加碼歷史
PGRProgressive CorpStock1,585$34.6 萬0.2%−273−14.7%減碼歷史
iShares Tr464288273EAFE SML CP ETF4,063$33.4 萬0.2%00.0%不變–
TTTrane Technologies plcSHS676$33.2 萬0.2%−6−0.9%減碼歷史
AEMAgnico Eagle Mines LtdStock2,075$32.2 萬0.2%00.0%不變歷史
USBUS Bancorp DECOM NEW5,169$31.2 萬0.2%+4,677+950.6%加碼歷史
ASMLASML Holding NVADR152$30.2 萬0.2%+65+74.7%加碼歷史
Vanguard S&P 500 ETF922908363ETF422$29.0 萬0.2%00.0%不變–
MUMicron Technology IncStock244$28.2 萬0.2%−13−5.1%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF3,072$27.2 萬0.2%00.0%不變–
WBDWarner Bros. Discovery, Inc.Stock10,073$26.9 萬0.2%00.0%不變歷史
CEGConstellation Energy CorpStock1,080$26.8 萬0.2%+1,080新進歷史
WisdomTree Tr97717W851JAPN HEDGE EQT1,533$26.6 萬0.2%+1,456+1,890.9%加碼–
SPXXNuveen S&P 500 Dynamic Overwrite FundCOM13,693$25.5 萬0.1%+13,693新進歷史
SMBKSmartfinancial Inc.COM NEW5,261$24.7 萬0.1%00.0%不變歷史
SASeabridge Gold IncCOM9,144$23.5 萬0.1%+7,959+671.6%加碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT12,000$23.4 萬0.1%00.0%不變歷史
LOWLowes Companies IncStock1,043$23.0 萬0.1%+282+37.1%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF1,505$22.2 萬0.1%+531+54.5%加碼–
KGCKinross Gold CorpCOM9,273$21.9 萬0.1%00.0%不變歷史
NOWServiceNow, Inc.Stock2,172$21.6 萬0.1%+1,900+698.5%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF2,731$21.1 萬0.1%00.0%不變–
PANWPalo Alto Networks IncStock600$20.5 萬0.1%00.0%不變歷史
FIXComfort Systems USA IncCOM65$12.9 萬0.1%+3+4.8%加碼歷史
DHRDanaher CorpStock668$12.7 萬0.1%−459−40.7%減碼歷史
DUKDuke Energy CORPStock1,000$12.7 萬0.1%00.0%不變歷史
Bondbloxx ETF Trust09789C671PRIVA CR CLO ETF2,479$12.4 萬0.1%−2,093−45.8%減碼–
AURAurora Innovation, Inc.CLASS A COM17,700$12.1 萬0.1%00.0%不變歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE1,219$12.0 萬0.1%00.0%不變–
SOUNSoundhound AI, Inc.CLASS A COM13,360$8.64 萬<0.1%00.0%不變歷史
SNAPSnap IncStock10,000$4.44 萬<0.1%00.0%不變歷史

2026 年第 1 季之後清倉(953 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 953 檔。

Wealth Preservation Advisors, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
QXOQXO, Inc.COM NEW17,954$34.9 萬0.3%歷史
INTCIntel CorpStock6,100$26.9 萬0.2%歷史
CRMSalesforce, Inc.Stock1,354$25.3 萬0.2%歷史
SNOWSnowflake Inc.Stock1,410$21.3 萬0.2%歷史
Dimensional ETF Trust25434V104US CORE EQT MKT4,567$20.6 萬0.2%–
LINLinde PLCStock408$20.2 萬0.2%歷史
WMTWalmart Inc.Stock1,527$19.0 萬0.2%歷史
VVisa Inc.Stock591$17.9 萬0.1%歷史
RGLDRoyal Gold IncStock683$17.4 萬0.1%歷史
ORCLOracle CorpStock1,175$17.3 萬0.1%歷史
YUMYum Brands IncStock1,100$17.1 萬0.1%歷史
ABBVAbbVie Inc.Stock785$17.1 萬0.1%歷史
AXPAmerican Express CoStock537$16.2 萬0.1%歷史
PGProcter & Gamble CoStock1,073$15.5 萬0.1%歷史
BMYBristol Myers Squibb CoStock2,543$15.4 萬0.1%歷史
ACNAccenture plcStock777$15.4 萬0.1%歷史
AZNAstraZeneca PLCADR770$15.2 萬0.1%歷史
Alps ETF Tr00162Q452ALERIAN MLP2,825$14.9 萬0.1%–
PSXPhillips 66Stock801$14.6 萬0.1%歷史
NSCNorfolk Southern CorpStock495$14.2 萬0.1%歷史
iShares S&P 500 Value ETF464287408ETF672$14.2 萬0.1%–
VanEck ETF Trust92189F106GOLD MINERS ETF1,531$14.1 萬0.1%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1,224$13.5 萬0.1%–
Dimensional U.S. Core Equity 2 ETF25434V708ETF3,087$12.0 萬0.1%–
COFCapital One Financial CorpStock654$11.9 萬0.1%歷史
CHKPCheck Point Software Technologies LtdORD807$11.5 萬0.1%歷史
FTITechnipFMC plcCOM1,630$11.3 萬0.1%歷史
iShares Russell 2000 ETF464287655ETF442$11.0 萬0.1%–
iShares Tr464287234MSCI EMG MKT ETF1,827$10.4 萬0.1%–
iShares Tr464287291GLOBAL TECH ETF1,024$10.2 萬0.1%–
EIXEdison InternationalStock1,378$10.1 萬0.1%歷史
CBChubb LtdStock301$9.81 萬0.1%歷史
PCGPG&E CorpStock5,542$9.74 萬0.1%歷史
NXPINXP Semiconductors N.V.COM493$9.71 萬0.1%歷史
OXYOccidental Petroleum CorpStock1,452$9.44 萬0.1%歷史
SONYSony Group CorpSPONSORED ADR4,500$9.31 萬0.1%歷史
ECLEcolab Inc.Stock350$9.31 萬0.1%歷史
COKECoca-Cola Consolidated, Inc.COM485$9.30 萬0.1%歷史
UNHUnitedHealth Group IncStock339$9.17 萬0.1%歷史
OKEONEOK IncCOM1,000$9.04 萬0.1%歷史
DALDelta Air Lines, Inc.COM NEW1,355$9.01 萬0.1%歷史
OGSONE Gas, Inc.COM1,036$8.92 萬0.1%歷史
Ssga Active Tr78470P630SST BRIDGEWATER3,073$8.87 萬0.1%–
PEPPepsiCo IncStock563$8.74 萬0.1%歷史
iShares Core S&P Small Cap ETF464287804ETF681$8.47 萬0.1%–
RIORio Tinto PLCADR905$8.44 萬0.1%歷史
Vanguard Ftse Emerging Markets ETF922042858ETF1,544$8.35 萬0.1%–
CAVACava Group, Inc.COM1,000$8.09 萬0.1%歷史
ETHWBitwise Ethereum ETFSHS5,300$7.95 萬0.1%歷史
IQVIQVIA Holdings Inc.Stock453$7.73 萬0.1%歷史
GEGeneral Electric CoStock269$7.63 萬0.1%歷史
SAPSAP SEADR434$7.43 萬0.1%歷史
OWLBlue Owl Capital Inc.COM CL A8,106$7.40 萬0.1%歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF800$7.32 萬0.1%–
TMOThermo Fisher Scientific Inc.Stock146$7.18 萬0.1%歷史
COSTCostco Wholesale CorpStock72$7.17 萬0.1%歷史
ABTAbbott LaboratoriesStock694$7.13 萬0.1%歷史
TXNTexas Instruments IncStock367$7.12 萬0.1%歷史
IBITiShares Bitcoin Trust ETFETF1,848$7.10 萬0.1%歷史
EMEEMCOR Group, Inc.Stock94$6.94 萬0.1%歷史
Schwab U.S. Broad Market ETF808524102ETF2,763$6.93 萬0.1%–
Dimensional ETF Trust25434V203INTL CORE EQT MK1,759$6.85 萬0.1%–
KMIKinder Morgan, Inc.Stock2,032$6.81 萬0.1%歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF667$6.71 萬0.1%–
BBarrick Mining CorpStock1,628$6.64 萬0.1%歷史
ABNBAirbnb, Inc.Stock525$6.63 萬0.1%歷史
iShares Russell 1000 Value ETF464287598ETF304$6.50 萬0.1%–
GSGoldman Sachs Group IncStock76$6.39 萬0.1%歷史
WPMWheaton Precious Metals Corp.COM487$6.38 萬0.1%歷史
APPAppLovin CorpCOM CL A160$6.37 萬0.1%歷史
HLHecla Mining CoCOM3,384$6.30 萬0.1%歷史
GEVGE Vernova Inc.Stock70$6.11 萬0.1%歷史
FCXFreeport-McMoran IncStock1,017$5.98 萬<0.1%歷史
SFStifel Financial CorpCOM805$5.95 萬<0.1%歷史
iShares Tr464288208MRGSTR MD CP ETF712$5.94 萬<0.1%–
LITELumentum Holdings Inc.COM83$5.83 萬<0.1%歷史
TRVTravelers Companies, Inc.Stock191$5.57 萬<0.1%歷史
AGFirst Majestic Silver CorpCOM2,576$5.53 萬<0.1%歷史
BLKBlackRock, Inc.Stock58$5.53 萬<0.1%歷史
SPGIS&P Global Inc.Stock130$5.53 萬<0.1%歷史
MRSHMarsh & McLennan Companies, Inc.Stock317$5.50 萬<0.1%歷史
YUMCYum China Holdings, Inc.COM1,100$5.37 萬<0.1%歷史
FDXFedEx CorpStock150$5.34 萬<0.1%歷史
REGNRegeneron Pharmaceuticals, Inc.COM69$5.33 萬<0.1%歷史
NBIXNeurocrine Biosciences IncStock402$5.30 萬<0.1%歷史
VRTVertiv Holdings CoCOM CL A207$5.19 萬<0.1%歷史
ITTItt Inc.COM267$5.09 萬<0.1%歷史
TJXTJX Companies IncStock317$5.06 萬<0.1%歷史
Invesco QQQ Trust Series I46090E103ETF87$5.02 萬<0.1%–
AGNCAGNC Investment Corp.REIT5,000$5.01 萬<0.1%歷史
JBHTHunt J B Transport Services IncCOM236$5.00 萬<0.1%歷史
EQIXEquinix IncCOM51$5.00 萬<0.1%歷史
CPRTCopart IncCOM1,501$4.98 萬<0.1%歷史
TERTeradyne, IncStock168$4.98 萬<0.1%歷史
GDGeneral Dynamics CorpStock144$4.94 萬<0.1%歷史
MKTXMarketaxess Holdings IncCOM299$4.93 萬<0.1%歷史
SYKStryker CorpStock144$4.73 萬<0.1%歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR996$4.65 萬<0.1%歷史
LLYEli Lilly & CoStock50$4.64 萬<0.1%歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1100$4.63 萬<0.1%歷史