LEVEL FOUR ADVISORY SERVICES, LLC
DALLAS TX · SEC CIK 0001696715
$30.46亿2026Q1 申报市值
866持仓数
20.3%前十大占比 · 第一大 4.0%
59 / 37新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$1,275.86万
QQQ 加仓+$1,214.51万
COST 加仓+$695.81万
WTS 新建仓+$593.54万
FMDE 加仓+$495.42万
2026Q1 卖出最多 按季末市值估算
IWD 减仓-$1,698.40万
ALPS ETF TR 减仓-$1,507.16万
MU 减仓-$827.93万
AMAT 减仓-$698.95万
LRCX 减仓-$692.21万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WPM | WHEATON PRECIOUS METALS CORP | $21.62万 | 0.01% | 1,650 | -72 | -4.2% | -$9,433 | 减仓 |
| CROX | CROCS INC | $21.64万 | 0.01% | 2,606 | 39 | 1.5% | $3,238 | 加仓 |
| HSY | HERSHEY CO | $21.64万 | 0.01% | 1,041 | -341 | -24.7% | -$7.09万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $21.80万 | 0.01% | 944 | 218 | 30.0% | $5.03万 | 加仓 |
| IBDS | ISHARES TR | $21.96万 | 0.01% | 9,059 | 4 | 0.0% | $97 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $22.01万 | 0.01% | 4,941 | 4,941 | — | $22.01万 | 新建仓 |
| — | NEOS ETF TRUST | $22.16万 | 0.01% | 4,324 | 163 | 3.9% | $8,354 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $22.19万 | 0.01% | 3,591 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $22.43万 | 0.01% | 750 | 96 | 14.7% | $2.87万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $22.51万 | 0.01% | 11,021 | 11,021 | — | $22.51万 | 新建仓 |
| MLI | MUELLER INDS INC | $22.61万 | 0.01% | 2,041 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $22.61万 | 0.01% | 9,853 | 15 | 0.2% | $344 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $22.63万 | 0.01% | 1,425 | 1,425 | — | $22.63万 | 新建仓 |
| ADSK | AUTODESK INC | $22.67万 | 0.01% | 947 | 71 | 8.1% | $1.70万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $22.68万 | 0.01% | 2,403 | 2,403 | — | $22.68万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $22.68万 | 0.01% | 4,952 | 563 | 12.8% | $2.58万 | 重新持有 |
| TTE | TOTALENERGIES SE | $22.72万 | 0.01% | 2,496 | 2,496 | — | $22.72万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $22.94万 | 0.01% | 1,685 | -39,802 | -95.9% | -$541.78万 | 减仓 |
| DEO | DIAGEO PLC | $22.98万 | 0.01% | 3,086 | 324 | 11.7% | $2.41万 | 重新持有 |
| CCI | CROWN CASTLE INC | $23.06万 | 0.01% | 2,836 | 111 | 4.1% | $9,026 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $23.08万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $23.08万 | 0.01% | 6,963 | 6,963 | — | $23.08万 | 新建仓 |
| BCS | BARCLAYS PLC | $23.26万 | 0.01% | 10,991 | 10,991 | — | $23.26万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $23.31万 | 0.01% | 1,349 | -228 | -14.5% | -$3.94万 | 减仓 |
| — | PEAKSTONE REALTY TRUST | $23.93万 | 0.01% | 11,455 | -13,689 | -54.4% | -$28.60万 | 减仓 |
| RKLB | ROCKET LAB CORP | $24.16万 | 0.01% | 3,762 | 3,762 | — | $24.16万 | 新建仓 |
| TPB | TURNING PT BRANDS INC | $24.29万 | 0.01% | 2,799 | -174 | -5.9% | -$1.51万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $24.39万 | 0.01% | 9,998 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $24.49万 | 0.01% | 734 | 37 | 5.3% | $1.23万 | 加仓 |
| — | DBX ETF TR | $24.54万 | 0.01% | 9,963 | 602 | 6.4% | $1.48万 | 加仓 |
| SAP | SAP SE | $24.55万 | 0.01% | 1,434 | 1,434 | — | $24.55万 | 新建仓 |
| COPX | GLOBAL X FDS | $24.57万 | 0.01% | 3,218 | 390 | 13.8% | $2.98万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $24.68万 | 0.01% | 5,233 | 155 | 3.1% | $7,310 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.69万 | 0.01% | 3,407 | -886 | -20.6% | -$6.42万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $24.71万 | 0.01% | 1,883 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $24.82万 | 0.01% | 3,378 | 284 | 9.2% | $2.09万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $24.83万 | 0.01% | 1,377 | -3 | -0.2% | -$541 | 减仓 |
| IBB | ISHARES TR | $24.84万 | 0.01% | 1,471 | 1,471 | — | $24.84万 | 新建仓 |
| DNL | WISDOMTREE TR | $24.93万 | 0.01% | 6,175 | -54 | -0.9% | -$2,180 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $25.03万 | 0.01% | 11,579 | 1,971 | 20.5% | $4.26万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $25.33万 | 0.01% | 3,724 | -98 | -2.6% | -$6,666 | 减仓 |
| DDOG | DATADOG INC | $25.36万 | 0.01% | 2,148 | 522 | 32.1% | $6.16万 | 加仓 |
| XSW | SPDR SERIES TRUST | $25.37万 | 0.01% | 1,783 | 6 | 0.3% | $854 | 加仓 |
| FUND | SPROTT FOCUS TR INC | $25.39万 | 0.01% | 26,616 | 533 | 2.0% | $5,085 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $25.48万 | 0.01% | 7,067 | 182 | 2.6% | $6,563 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $25.57万 | 0.01% | 11,629 | -442 | -3.7% | -$9,720 | 减仓 |
| CINF | CINCINNATI FINL CORP | $25.59万 | 0.01% | 1,626 | -554 | -25.4% | -$8.72万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $25.69万 | 0.01% | 13,152 | 13,152 | — | $25.69万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $25.95万 | 0.01% | 1,814 | 45 | 2.5% | $6,437 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $26.13万 | 0.01% | 21,681 | 2,125 | 10.9% | $2.56万 | 加仓 |
| FTNT | FORTINET INC | $26.37万 | 0.01% | 3,227 | -140 | -4.2% | -$1.14万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $26.72万 | 0.01% | 14,196 | -1,848 | -11.5% | -$3.48万 | 减仓 |
| IGV | ISHARES TR | $26.73万 | 0.01% | 3,339 | 3,339 | — | $26.73万 | 新建仓 |
| PPH | VANECK ETF TRUST | $26.93万 | 0.01% | 2,592 | -12,328 | -82.6% | -$128.08万 | 减仓 |
| WY | WEYERHAEUSER CO | $27.05万 | 0.01% | 11,073 | -1,744 | -13.6% | -$4.26万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $27.26万 | 0.01% | 10,039 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $27.29万 | 0.01% | 13,838 | 3 | 0.0% | $59 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $27.38万 | 0.01% | 1,401 | 1,401 | — | $27.38万 | 新建仓 |
| RING | ISHARES INC | $27.52万 | 0.01% | 3,484 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $27.71万 | 0.01% | 5,080 | -650 | -11.3% | -$3.55万 | 减仓 |
| KBE | SPDR SERIES TRUST | $27.75万 | 0.01% | 4,659 | 917 | 24.5% | $5.46万 | 加仓 |
| DG | DOLLAR GEN CORP | $27.84万 | 0.01% | 2,344 | -81 | -3.3% | -$9,621 | 减仓 |
| Q | QNITY ELECTRONICS INC | $27.87万 | 0.01% | 2,415 | 2,415 | — | $27.87万 | 新建仓 |
| TBUX | T ROWE PRICE ETF INC | $27.92万 | 0.01% | 5,613 | 270 | 5.1% | $1.34万 | 加仓 |
| SYY | SYSCO CORP | $27.99万 | 0.01% | 3,923 | -271 | -6.5% | -$1.93万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $28.05万 | 0.01% | 1,342 | 287 | 27.2% | $6.00万 | 加仓 |
| WRBY | WARBY PARKER INC | $28.17万 | 0.01% | 13,371 | 850 | 6.8% | $1.79万 | 加仓 |
| — | COHEN & STEERS CLOSED-END | $28.26万 | 0.01% | 22,026 | -2,880 | -11.6% | -$3.70万 | 减仓 |
| IWS | ISHARES TR | $28.31万 | 0.01% | 1,942 | 3 | 0.2% | $437 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $28.40万 | 0.01% | 3,025 | -2,600 | -46.2% | -$24.41万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $28.47万 | 0.01% | 3,339 | 14 | 0.4% | $1,194 | 加仓 |
| VST | VISTRA CORP | $28.47万 | 0.01% | 1,893 | -1,116 | -37.1% | -$16.78万 | 减仓 |
| VFH | VANGUARD WORLD FD | $28.47万 | 0.01% | 2,357 | 110 | 4.9% | $1.33万 | 加仓 |
| IBTJ | ISHARES TR | $28.52万 | 0.01% | 13,055 | 3 | 0.0% | $66 | 加仓 |
| IBTI | ISHARES TR | $28.55万 | 0.01% | 12,813 | 3 | 0.0% | $67 | 加仓 |
| IBTH | ISHARES TR | $28.59万 | 0.01% | 12,747 | 3 | 0.0% | $67 | 加仓 |
| IBTG | ISHARES TR | $28.62万 | 0.01% | 12,488 | -7,969 | -39.0% | -$18.26万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $28.66万 | 0.01% | 5,913 | -2,633 | -30.8% | -$12.76万 | 减仓 |
| TQQQ | PROSHARES TR | $28.91万 | 0.01% | 6,937 | 63 | 0.9% | $2,626 | 加仓 |
| SLB | SLB LIMITED | $28.98万 | 0.01% | 5,639 | 5,639 | — | $28.98万 | 新建仓 |
| RYLD | GLOBAL X FDS | $29.22万 | 0.01% | 19,544 | 7,555 | 63.0% | $11.29万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $29.25万 | 0.01% | 10,040 | 10,040 | — | $29.25万 | 新建仓 |
| IBDR | ISHARES TR | $29.36万 | 0.01% | 12,113 | 4 | 0.0% | $97 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $29.39万 | 0.01% | 6,182 | 195 | 3.3% | $9,270 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $29.47万 | 0.01% | 23,370 | 421 | 1.8% | $5,309 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $29.49万 | 0.01% | 12,850 | -3,060 | -19.2% | -$7.02万 | 减仓 |
| VDE | VANGUARD WORLD FD | $29.55万 | 0.01% | 1,707 | 3 | 0.2% | $519 | 加仓 |
| ADBE | ADOBE INC | $29.56万 | 0.01% | 1,216 | -242 | -16.6% | -$5.88万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $29.59万 | 0.01% | 1,109 | 75 | 7.3% | $2.00万 | 加仓 |
| XYLD | GLOBAL X FDS | $29.62万 | 0.01% | 7,569 | 1,329 | 21.3% | $5.20万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $29.75万 | 0.01% | 4,182 | -44 | -1.0% | -$3,130 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $29.85万 | 0.01% | 3,728 | 207 | 5.9% | $1.66万 | 加仓 |
| MOG/A | MOOG INC | $29.91万 | 0.01% | 1,022 | 20 | 2.0% | $5,853 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $29.94万 | 0.01% | 3,668 | -34 | -0.9% | -$2,775 | 减仓 |
| DLN | WISDOMTREE TR | $30.03万 | 0.01% | 3,362 | -25 | -0.7% | -$2,233 | 减仓 |
| IYH | ISHARES TR | $30.13万 | 0.01% | 4,888 | 1,392 | 39.8% | $8.58万 | 加仓 |
| DOL | WISDOMTREE TR | $30.51万 | 0.01% | 4,488 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING UTILITIES AND HIGH | $30.68万 | 0.01% | 25,355 | 4,486 | 21.5% | $5.43万 | 加仓 |
| OIH | VANECK ETF TRUST | $30.96万 | 0.01% | 766 | 48 | 6.7% | $1.94万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $31.19万 | 0.01% | 3,059 | -1,608 | -34.5% | -$16.40万 | 减仓 |