LEVEL FOUR ADVISORY SERVICES, LLC
DALLAS TX · SEC CIK 0001696715
$35.39亿2026Q2 申报市值
935持仓数
21.2%前十大占比 · 第一大 4.0%
99 / 33新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ALPS ETF TR 加仓+$817.43万
MSFT 加仓+$734.17万
DVN 加仓+$580.84万
IWD 加仓+$495.75万
GLDM 新建仓+$492.63万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$1,957.23万
EXXON MOBIL CORP 清仓-$879.01万
COTERRA ENERGY I 清仓-$717.00万
GLD 减仓-$428.14万
AMD 减仓-$422.26万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AWK | AMERICAN WTR WKS CO INC NEW | $21.84万 | 0.01% | 1,659 | -26 | -1.5% | -$3,422 | 减仓 |
| ING | ING GROEP N.V. | $21.88万 | 0.01% | 6,972 | 6,972 | — | $21.88万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $21.94万 | 0.01% | 1,351 | 2 | 0.1% | $325 | 加仓 |
| IBDS | ISHARES TR | $21.96万 | 0.01% | 9,066 | 7 | 0.1% | $170 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $21.99万 | 0.01% | 1,621 | -3,331 | -67.3% | -$45.18万 | 减仓 |
| XSW | SPDR SERIES TRUST | $22.11万 | 0.01% | 1,287 | -496 | -27.8% | -$8.52万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $22.28万 | 0.01% | 18,439 | 7,857 | 74.2% | $9.49万 | 加仓 |
| SMR | NUSCALE PWR CORP | $22.31万 | 0.01% | 22,246 | 4,559 | 25.8% | $4.57万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $22.33万 | 0.01% | 973 | 973 | — | $22.33万 | 新建仓 |
| IBHF | ISHARES TR | $22.37万 | 0.01% | 9,876 | 23 | 0.2% | $521 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $22.37万 | 0.01% | 1,733 | -44 | -2.5% | -$5,680 | 减仓 |
| CROX | CROCS INC | $22.39万 | 0.01% | 1,856 | -750 | -28.8% | -$9.05万 | 减仓 |
| IBHG | ISHARES TR | $22.49万 | 0.01% | 10,184 | 993 | 10.8% | $2.19万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.52万 | 0.01% | 7,936 | 7,936 | — | $22.52万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $22.59万 | 0.01% | 3,233 | 3,233 | — | $22.59万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $22.67万 | 0.01% | 4,902 | -8,998 | -64.7% | -$41.62万 | 减仓 |
| CET | CENTRAL SECS CORP | $22.72万 | 0.01% | 4,331 | 0 | 0.0% | — | 不变 |
| SMLV | SPDR SERIES TRUST | $22.74万 | 0.01% | 1,445 | 1,445 | — | $22.74万 | 新建仓 |
| STT | STATE STR CORP | $22.81万 | 0.01% | 1,345 | 1,345 | — | $22.81万 | 新建仓 |
| IBHH | ISHARES TR | $22.89万 | 0.01% | 9,739 | 935 | 10.6% | $2.20万 | 加仓 |
| COR | CENCORA INC | $22.93万 | 0.01% | 810 | 147 | 22.2% | $4.16万 | 加仓 |
| CWB | SPDR SERIES TRUST | $23.07万 | 0.01% | 2,140 | 2,140 | — | $23.07万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.09万 | 0.01% | 3,302 | 11 | 0.3% | $769 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $23.11万 | 0.01% | 903 | -41 | -4.3% | -$1.05万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $23.25万 | 0.01% | 1,641 | -242 | -12.9% | -$3.43万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $23.25万 | 0.01% | 687 | 687 | — | $23.25万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $23.28万 | 0.01% | 665 | -61 | -8.4% | -$2.14万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $23.32万 | 0.01% | 5,716 | 5,716 | — | $23.32万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $23.40万 | 0.01% | 2,338 | 2,338 | — | $23.40万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.42万 | 0.01% | 14,026 | 14,026 | — | $23.42万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $23.53万 | 0.01% | 1,444 | 1,444 | — | $23.53万 | 新建仓 |
| TPB | TURNING PT BRANDS INC | $23.61万 | 0.01% | 2,784 | -15 | -0.5% | -$1,272 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $23.64万 | 0.01% | 1,344 | 1,344 | — | $23.64万 | 新建仓 |
| ABNB | AIRBNB INC | $23.67万 | 0.01% | 1,654 | 1,654 | — | $23.67万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $23.72万 | 0.01% | 1,939 | -11 | -0.6% | -$1,346 | 减仓 |
| SGRY | SURGERY PARTNERS INC | $23.78万 | 0.01% | 14,157 | 2,304 | 19.4% | $3.87万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $23.83万 | 0.01% | 21,986 | -9,933 | -31.1% | -$10.77万 | 减仓 |
| VCR | VANGUARD WORLD FD | $23.96万 | 0.01% | 604 | 604 | — | $23.96万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $24.06万 | 0.01% | 3,228 | -1,845 | -36.4% | -$13.75万 | 减仓 |
| — | NEOS ETF TRUST | $24.50万 | 0.01% | 4,387 | 63 | 1.5% | $3,518 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $24.68万 | 0.01% | 21,819 | 138 | 0.6% | $1,561 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $24.69万 | 0.01% | 396 | -499 | -55.8% | -$31.12万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $24.80万 | 0.01% | 847 | 847 | — | $24.80万 | 新建仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $24.92万 | 0.01% | 12,056 | 556 | 4.8% | $1.15万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24.94万 | 0.01% | 12,775 | -377 | -2.9% | -$7,361 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $24.99万 | 0.01% | 3,254 | 3,254 | — | $24.99万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $25.07万 | 0.01% | 3,591 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $25.09万 | 0.01% | 2,041 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $25.22万 | 0.01% | 9,963 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $25.39万 | 0.01% | 1,335 | -136 | -9.2% | -$2.59万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $25.42万 | 0.01% | 3,981 | 3,981 | — | $25.42万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $25.44万 | 0.01% | 5,004 | 5,004 | — | $25.44万 | 新建仓 |
| FUND | SPROTT FOCUS TR INC | $25.62万 | 0.01% | 27,030 | 414 | 1.6% | $3,925 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $25.67万 | 0.01% | 4,193 | -887 | -17.5% | -$5.43万 | 减仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $25.84万 | 0.01% | 11,283 | -346 | -3.0% | -$7,923 | 减仓 |
| ARKG | ARK ETF TR | $26.43万 | 0.01% | 6,284 | 6,284 | — | $26.43万 | 新建仓 |
| PPH | VANECK ETF TRUST | $26.45万 | 0.01% | 2,418 | -174 | -6.7% | -$1.90万 | 减仓 |
| VDE | VANGUARD WORLD FD | $26.45万 | 0.01% | 1,761 | 54 | 3.2% | $8,111 | 加仓 |
| WY | WEYERHAEUSER CO | $26.46万 | 0.01% | 11,054 | -19 | -0.2% | -$455 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $26.56万 | 0.01% | 1,478 | 101 | 7.3% | $1.81万 | 加仓 |
| DEO | DIAGEO PLC | $26.67万 | 0.01% | 3,317 | 231 | 7.5% | $1.86万 | 加仓 |
| NI | NISOURCE INC | $26.75万 | 0.01% | 5,626 | -5,061 | -47.4% | -$24.07万 | 减仓 |
| VV | VANGUARD INDEX FDS | $26.95万 | 0.01% | 783 | 33 | 4.4% | $1.14万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $26.96万 | 0.01% | 1,456 | -170 | -10.5% | -$3.15万 | 减仓 |
| IBTK | ISHARES TR | $27.05万 | 0.01% | 13,842 | 4 | 0.0% | $78 | 加仓 |
| DG | DOLLAR GEN CORP | $27.11万 | 0.01% | 2,355 | 11 | 0.5% | $1,266 | 加仓 |
| SYY | SYSCO CORP | $27.17万 | 0.01% | 3,250 | -673 | -17.2% | -$5.63万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $27.25万 | 0.01% | 6,060 | 1,119 | 22.6% | $5.03万 | 加仓 |
| NLR | VANECK ETF TRUST | $27.28万 | 0.01% | 2,351 | -57 | -2.4% | -$6,613 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $27.41万 | 0.01% | 6,479 | 6,479 | — | $27.41万 | 新建仓 |
| GVIP | GOLDMAN SACHS ETF TR | $27.48万 | 0.01% | 1,456 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $27.50万 | 0.01% | 1,028 | 1,028 | — | $27.50万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $27.58万 | 0.01% | 10,039 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $27.62万 | 0.01% | 1,891 | 1,891 | — | $27.62万 | 新建仓 |
| CSL | CARLISLE COS INC | $27.79万 | 0.01% | 766 | 32 | 4.4% | $1.16万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $27.86万 | 0.01% | 2,778 | 2,778 | — | $27.86万 | 新建仓 |
| MLPX | GLOBAL X FDS | $27.97万 | 0.01% | 3,797 | 3,797 | — | $27.97万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $28.04万 | 0.01% | 1,243 | 345 | 38.4% | $7.78万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $28.13万 | 0.01% | 968 | -145 | -13.0% | -$4.21万 | 减仓 |
| IBTJ | ISHARES TR | $28.27万 | 0.01% | 13,059 | 4 | 0.0% | $87 | 加仓 |
| IBTI | ISHARES TR | $28.38万 | 0.01% | 12,817 | 4 | 0.0% | $89 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $28.38万 | 0.01% | 9,800 | 9,800 | — | $28.38万 | 新建仓 |
| OIH | VANECK ETF TRUST | $28.50万 | 0.01% | 766 | 0 | 0.0% | — | 不变 |
| DNL | WISDOMTREE TR | $28.52万 | 0.01% | 6,175 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $28.52万 | 0.01% | 12,751 | 4 | 0.0% | $89 | 加仓 |
| IBTG | ISHARES TR | $28.59万 | 0.01% | 12,488 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $28.69万 | 0.01% | 7,538 | 471 | 6.7% | $1.79万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $28.95万 | 0.01% | 3,157 | -182 | -5.5% | -$1.67万 | 减仓 |
| BP | BP PLC | $29.36万 | 0.01% | 7,945 | -2,411 | -23.3% | -$8.91万 | 减仓 |
| IBDR | ISHARES TR | $29.37万 | 0.01% | 12,120 | 7 | 0.1% | $170 | 加仓 |
| LGN | LEGENCE CORP | $29.45万 | 0.01% | 3,455 | -353 | -9.3% | -$3.01万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $29.78万 | 0.01% | 1,477 | 135 | 10.1% | $2.72万 | 加仓 |
| GIS | GENERAL MILLS INC | $29.86万 | 0.01% | 8,581 | 157 | 1.9% | $5,464 | 加仓 |
| HSY | HERSHEY CO | $29.91万 | 0.01% | 1,704 | 663 | 63.7% | $11.64万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $29.94万 | 0.01% | 14,802 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $29.97万 | 0.01% | 3,941 | 217 | 5.8% | $1.65万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $29.98万 | 0.01% | 6,182 | 0 | 0.0% | — | 不变 |
| SFD | SMITHFIELD FOODS INC | $29.99万 | 0.01% | 12,361 | -5,000 | -28.8% | -$12.13万 | 减仓 |
| SUB | ISHARES TR | $30.04万 | 0.01% | 2,821 | 2,821 | — | $30.04万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $30.25万 | 0.01% | 2,431 | -392 | -13.9% | -$4.88万 | 减仓 |