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 |
|---|---|---|---|---|---|---|---|---|
| FE | FIRSTENERGY CORP | $30.37万 | 0.01% | 6,388 | -383 | -5.7% | -$1.82万 | 减仓 |
| SLB | SLB LIMITED | $30.45万 | 0.01% | 6,549 | 910 | 16.1% | $4.23万 | 加仓 |
| — | ISHARES TR | $30.45万 | 0.01% | 12,605 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $30.48万 | 0.01% | 3,176 | -96 | -2.9% | -$9,214 | 减仓 |
| SHM | SPDR SERIES TRUST | $30.58万 | 0.01% | 6,374 | 6,374 | — | $30.58万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $30.58万 | 0.01% | 3,181 | -226 | -6.6% | -$2.17万 | 减仓 |
| LSGR | NATIXIS ETF TRUST II | $30.75万 | 0.01% | 7,299 | -906 | -11.0% | -$3.82万 | 减仓 |
| VFH | VANGUARD WORLD FD | $30.78万 | 0.01% | 2,339 | -18 | -0.8% | -$2,369 | 减仓 |
| — | COHEN & STEERS CLOSED-END | $30.85万 | 0.01% | 22,223 | 197 | 0.9% | $2,734 | 加仓 |
| AGNC | AGNC INVT CORP | $31.02万 | 0.01% | 28,457 | 17,129 | 151.2% | $18.67万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $31.17万 | 0.01% | 2,059 | 916 | 80.1% | $13.87万 | 重新持有 |
| ASTS | AST SPACEMOBILE INC | $31.18万 | 0.01% | 3,509 | 3,509 | — | $31.18万 | 新建仓 |
| IYH | ISHARES TR | $31.25万 | 0.01% | 4,663 | -225 | -4.6% | -$1.51万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $31.28万 | 0.01% | 5,506 | 150 | 2.8% | $8,522 | 重新持有 |
| IWS | ISHARES TR | $31.29万 | 0.01% | 1,900 | -42 | -2.2% | -$6,916 | 减仓 |
| SHLD | GLOBAL X FDS | $31.33万 | 0.01% | 5,247 | 5,247 | — | $31.33万 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $31.45万 | 0.01% | 6,886 | -73 | -1.0% | -$3,334 | 减仓 |
| HAL | HALLIBURTON CO | $31.47万 | 0.01% | 9,268 | -644 | -6.5% | -$2.19万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $31.69万 | 0.01% | 3,905 | 18 | 0.5% | $1,461 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $31.85万 | 0.01% | 12,608 | 1,029 | 8.9% | $2.60万 | 加仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $31.96万 | 0.01% | 11,385 | 11,385 | — | $31.96万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $32.03万 | 0.01% | 1,937 | 1,937 | — | $32.03万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $32.08万 | 0.01% | 6,152 | 919 | 17.6% | $4.79万 | 加仓 |
| VOLT | TEMA ETF TRUST | $32.10万 | 0.01% | 7,663 | 7,663 | — | $32.10万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $32.13万 | 0.01% | 6,455 | -9 | -0.1% | -$448 | 减仓 |
| STE | STERIS PLC | $32.22万 | 0.01% | 1,530 | -136 | -8.2% | -$2.86万 | 减仓 |
| RYLD | GLOBAL X FDS | $32.35万 | 0.01% | 20,234 | 690 | 3.5% | $1.10万 | 加仓 |
| GRC | GORMAN RUPP CO | $32.43万 | 0.01% | 3,535 | 3,535 | — | $32.43万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $32.45万 | 0.01% | 4,755 | 96 | 2.1% | $6,550 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $32.45万 | 0.01% | 3,466 | 3,466 | — | $32.45万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $32.54万 | 0.01% | 6,444 | 18 | 0.3% | $909 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $32.63万 | 0.01% | 5,931 | 18 | 0.3% | $990 | 加仓 |
| LH | LABCORP HOLDINGS INC | $32.96万 | 0.01% | 1,177 | 68 | 6.1% | $1.90万 | 加仓 |
| NDAQ | NASDAQ INC | $33.03万 | 0.01% | 4,190 | 14 | 0.3% | $1,104 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $33.07万 | 0.01% | 1,527 | 126 | 9.0% | $2.73万 | 加仓 |
| PSN | PARSONS CORP DEL | $33.23万 | 0.01% | 6,343 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $33.24万 | 0.01% | 104 | 4 | 4.0% | $1.28万 | 加仓 |
| NOBL | PROSHARES TR | $33.34万 | 0.01% | 5,937 | -401 | -6.3% | -$2.25万 | 减仓 |
| DOL | WISDOMTREE TR | $33.37万 | 0.01% | 4,488 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $33.43万 | 0.01% | 8,195 | 626 | 8.3% | $2.55万 | 加仓 |
| PCG | PG&E CORP | $33.47万 | 0.01% | 19,901 | 9,697 | 95.0% | $16.31万 | 加仓 |
| — | ALLSPRING UTILITIES AND HIGH | $33.68万 | 0.01% | 27,860 | 2,505 | 9.9% | $3.03万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $33.80万 | 0.01% | 2,326 | -53 | -2.2% | -$7,701 | 减仓 |
| EPI | WISDOMTREE TR | $33.87万 | 0.01% | 7,917 | -3,625 | -31.4% | -$15.51万 | 减仓 |
| WRBY | WARBY PARKER INC | $33.91万 | 0.01% | 11,176 | -2,195 | -16.4% | -$6.66万 | 减仓 |
| BCS | BARCLAYS PLC | $33.98万 | 0.01% | 12,650 | 1,659 | 15.1% | $4.46万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $34.07万 | 0.01% | 3,739 | 71 | 1.9% | $6,470 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $34.33万 | 0.01% | 3,009 | -50 | -1.6% | -$5,704 | 减仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $34.42万 | 0.01% | 5,614 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $34.46万 | 0.01% | 1,101 | -30 | -2.7% | -$9,389 | 减仓 |
| PEO | ADAM NAT RES FD INC | $34.46万 | 0.01% | 13,940 | -7,221 | -34.1% | -$17.85万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $34.49万 | 0.01% | 4,026 | 4,026 | — | $34.49万 | 新建仓 |
| ISTB | ISHARES TR | $34.60万 | 0.01% | 7,170 | -12 | -0.2% | -$579 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $34.66万 | 0.01% | 1,962 | -67 | -3.3% | -$1.18万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $34.68万 | 0.01% | 17,681 | -13,262 | -42.9% | -$26.01万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $35.13万 | 0.01% | 3,815 | -213 | -5.3% | -$1.96万 | 减仓 |
| SLQD | ISHARES TR | $35.16万 | 0.01% | 6,980 | 0 | 0.0% | — | 不变 |
| PCEF | INVESCO EXCH TRADED FD TR II | $35.18万 | 0.01% | 17,322 | 3,126 | 22.0% | $6.35万 | 加仓 |
| DBEF | DBX ETF TR | $35.24万 | 0.01% | 6,449 | -48 | -0.7% | -$2,623 | 减仓 |
| HDB | HDFC BANK LTD | $35.32万 | 0.01% | 13,674 | -4,192 | -23.5% | -$10.83万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $35.36万 | 0.01% | 12,377 | 12,377 | — | $35.36万 | 新建仓 |
| CPNG | COUPANG INC | $35.44万 | 0.01% | 20,405 | -6,473 | -24.1% | -$11.24万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $35.65万 | 0.01% | 13,370 | -3,845 | -22.3% | -$10.25万 | 减仓 |
| FLR | FLUOR CORP | $35.65万 | 0.01% | 6,804 | -59 | -0.9% | -$3,091 | 减仓 |
| EXC | EXELON CORP | $35.68万 | 0.01% | 7,653 | -154 | -2.0% | -$7,179 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $35.91万 | 0.01% | 4,182 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC | $36.09万 | 0.01% | 6,460 | 6,460 | — | $36.09万 | 新建仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $36.18万 | 0.01% | 23,818 | 448 | 1.9% | $6,805 | 加仓 |
| CIEN | CIENA CORP | $36.25万 | 0.01% | 739 | -1,514 | -67.2% | -$74.27万 | 减仓 |
| GSK | GSK PLC | $36.48万 | 0.01% | 6,958 | -215 | -3.0% | -$1.13万 | 减仓 |
| ZTS | ZOETIS INC | $36.69万 | 0.01% | 5,105 | -641 | -11.2% | -$4.61万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $36.74万 | 0.01% | 10,857 | 817 | 8.1% | $2.76万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $36.76万 | 0.01% | 9,993 | -2,803 | -21.9% | -$10.31万 | 减仓 |
| BE | BLOOM ENERGY CORP | $36.96万 | 0.01% | 1,221 | 1,221 | — | $36.96万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $37.34万 | 0.01% | 4,762 | 266 | 5.9% | $2.09万 | 加仓 |
| ACWI | ISHARES TR | $37.81万 | 0.01% | 2,409 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $37.85万 | 0.01% | 13,920 | 13,920 | — | $37.85万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $38.07万 | 0.01% | 7,540 | 7,540 | — | $38.07万 | 新建仓 |
| CMS | CMS ENERGY CORP | $38.38万 | 0.01% | 5,017 | 5,017 | — | $38.38万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $38.40万 | 0.01% | 2,824 | 485 | 20.7% | $6.60万 | 加仓 |
| DASH | DOORDASH INC | $38.44万 | 0.01% | 2,083 | 2,083 | — | $38.44万 | 新建仓 |
| ROKU | ROKU INC | $38.54万 | 0.01% | 2,790 | 2,790 | — | $38.54万 | 新建仓 |
| ICF | ISHARES TR | $38.76万 | 0.01% | 5,731 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $38.93万 | 0.01% | 11,309 | 59 | 0.5% | $2,031 | 加仓 |
| MKL | MARKEL GROUP INC | $39.06万 | 0.01% | 200 | 11 | 5.8% | $2.15万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $39.10万 | 0.01% | 8,878 | 140 | 1.6% | $6,166 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $39.29万 | 0.01% | 16,136 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $39.42万 | 0.01% | 3,878 | 116 | 3.1% | $1.18万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $39.81万 | 0.01% | 6,373 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $39.89万 | 0.01% | 4,141 | 779 | 23.2% | $7.50万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $40.00万 | 0.01% | 5,783 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $40.05万 | 0.01% | 1,098 | -1,469 | -57.2% | -$53.59万 | 减仓 |
| CUBE | CUBESMART | $40.07万 | 0.01% | 10,075 | -3,970 | -28.3% | -$15.79万 | 减仓 |
| TIP | ISHARES TR | $40.35万 | 0.01% | 3,687 | -25,862 | -87.5% | -$283.05万 | 减仓 |
| VPU | VANGUARD WORLD FD | $40.39万 | 0.01% | 2,063 | 25 | 1.2% | $4,895 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $40.71万 | 0.01% | 1,182 | 38 | 3.3% | $1.31万 | 加仓 |
| MPLX | MPLX LP | $40.77万 | 0.01% | 7,238 | 629 | 9.5% | $3.54万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $40.88万 | 0.01% | 2,503 | 88 | 3.6% | $1.44万 | 加仓 |
| DTE | DTE ENERGY CO | $41.01万 | 0.01% | 2,691 | -102 | -3.7% | -$1.55万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $41.10万 | 0.01% | 18,347 | 0 | 0.0% | — | 不变 |