Wealth Preservation Advisors, LLC 13F 持仓 · 2026年Q2

Wealth Preservation Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 1.75 亿美元。前几大持仓：GOOG（20.11%）、NVDA（12.67%）、AMZN（10.81%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 3 只。

排名	代码	公司	市值	占组合	股数	变动
1	GOOG	ALPHABET INCORPORATED CAP STK CLASS C	$35.3M	20.11%	99,833	增持
2	NVDA	NVIDIA CORPORATION	$22.2M	12.67%	111,041	增持
3	AMZN	AMAZON COM INCORPORATED	$19.0M	10.81%	79,534	增持
4	MSFT	MICROSOFT CORPORATION	$10.7M	6.10%	28,699	增持
5	AAPL	APPLE INCORPORATED	$10.4M	5.94%	35,982	增持
6	PEBO	PEOPLES BANCORP INCORPORATED	$9.9M	5.67%	258,803	新建仓
7	VTV	VANGUARD VALUE INDEX FUND ETF SHARES	$8.0M	4.57%	36,801	增持
8	VUG	VANGUARD GROWTH INDEX FUND ETF SHARES	$3.9M	2.21%	45,041	增持
9	VOE	VANGUARD MID-CAP VALUE ETF	$3.2M	1.85%	16,430	增持
10	GOOGL	ALPHABET INCORPORATED CAP STK CLASS A	$3.0M	1.73%	8,494	增持
11	HEFA	ISHARES TR HDG MSCI EAFE	$2.7M	1.53%	57,273	增持
12	UBER	UBER TECHNOLOGIES INCORPORATED	$2.2M	1.26%	30,603	增持
13	NFLX	NETFLIX INC	$2.1M	1.22%	30,068	减持
14	BRKB	BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	$2.1M	1.18%	4,131	增持
15	OBDC	BLUE OWL CAP CORP	$1.9M	1.07%	172,626	减持
16	SPY	STATE STREET SPDR S&P 500 ETF TRUST	$1.9M	1.06%	2,482	增持
17	SPG	SIMON PROPERTY GROUP INCORPORATED NEW REIT	$1.8M	1.02%	8,002	增持
18	APO	APOLLO GLOBAL MGMT INC NCLASS A	$1.5M	0.84%	12,435	增持
19	FHN	FIRST HORIZON CORPORATION	$1.3M	0.74%	50,638	增持
20	VOT	VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES	$1.2M	0.70%	4,027	增持
21	DFSV	DIMENSIONAL US SMALL CAPVALUE ETF	$1.2M	0.66%	30,015	减持
22	FBK	FB FINL CORP	$1.1M	0.60%	19,000	持平
23	PNFP	PINNACLE FINL PARTNERS I	$1.0M	0.58%	10,138	增持
24	HEEM	ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF	$1.0M	0.57%	22,460	增持
25	VBR	VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES	$984,448	0.56%	4,051	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR