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 |
|---|---|---|---|---|---|---|---|---|
| DBMF | LITMAN GREGORY FDS TR | $41.31万 | 0.01% | 13,494 | 13,494 | — | $41.31万 | 新建仓 |
| BBY | BEST BUY INC | $41.39万 | 0.01% | 5,455 | -847 | -13.4% | -$6.43万 | 减仓 |
| PCAR | PACCAR INC | $41.86万 | 0.01% | 3,485 | 3,485 | — | $41.86万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $42.00万 | 0.01% | 1,757 | 256 | 17.1% | $6.12万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $42.06万 | 0.01% | 23,498 | 641 | 2.8% | $1.15万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $42.07万 | 0.01% | 8,662 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $42.07万 | 0.01% | 7,580 | -3,767 | -33.2% | -$20.91万 | 减仓 |
| APP | APPLOVIN CORP | $42.20万 | 0.01% | 819 | -102 | -11.1% | -$5.26万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $42.20万 | 0.01% | 4,750 | -123 | -2.5% | -$1.09万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $42.26万 | 0.01% | 1,126 | -24 | -2.1% | -$9,008 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $42.47万 | 0.01% | 2,937 | -266 | -8.3% | -$3.85万 | 减仓 |
| INTU | INTUIT | $42.53万 | 0.01% | 1,629 | -564 | -25.7% | -$14.72万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $42.90万 | 0.01% | 4,742 | 1,014 | 27.2% | $9.17万 | 加仓 |
| PPL | PPL CORP | $43.03万 | 0.01% | 11,837 | -2,744 | -18.8% | -$9.97万 | 减仓 |
| DTCR | GLOBAL X FDS | $43.10万 | 0.01% | 14,190 | -2,134 | -13.1% | -$6.48万 | 减仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $43.14万 | 0.01% | 29,068 | 1,051 | 3.8% | $1.56万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $43.49万 | 0.01% | 1,316 | -39 | -2.9% | -$1.29万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $43.52万 | 0.01% | 879 | 5 | 0.6% | $2,475 | 加仓 |
| ATO | ATMOS ENERGY CORP | $43.57万 | 0.01% | 2,529 | 161 | 6.8% | $2.77万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $43.94万 | 0.01% | 4,706 | -3,588 | -43.3% | -$33.50万 | 减仓 |
| HYS | PIMCO ETF TR | $44.44万 | 0.01% | 4,752 | 84 | 1.8% | $7,856 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $44.48万 | 0.01% | 27,155 | 481 | 1.8% | $7,879 | 加仓 |
| WRB | BERKLEY W R CORP | $44.53万 | 0.01% | 6,314 | -22 | -0.3% | -$1,552 | 减仓 |
| MOG/A | MOOG INC | $44.63万 | 0.01% | 1,053 | 31 | 3.0% | $1.31万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $44.76万 | 0.01% | 2,171 | 746 | 52.4% | $15.38万 | 加仓 |
| URA | GLOBAL X FDS | $45.13万 | 0.01% | 10,326 | 2,643 | 34.4% | $11.55万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $45.21万 | 0.01% | 5,106 | 2,600 | 103.8% | $23.02万 | 加仓 |
| SPGI | S&P GLOBAL INC | $45.49万 | 0.01% | 1,117 | -29 | -2.5% | -$1.18万 | 减仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $45.56万 | 0.01% | 10,258 | -145 | -1.4% | -$6,440 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $45.90万 | 0.01% | 1,734 | -103 | -5.6% | -$2.73万 | 减仓 |
| PAYX | PAYCHEX INC | $45.99万 | 0.01% | 4,677 | 370 | 8.6% | $3.64万 | 加仓 |
| PHYL | PGIM ETF TR | $46.20万 | 0.01% | 13,245 | -6,888 | -34.2% | -$24.03万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $46.28万 | 0.01% | 3,395 | 3,395 | — | $46.28万 | 新建仓 |
| GFF | GRIFFON CORP | $46.71万 | 0.01% | 4,789 | 15 | 0.3% | $1,463 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $46.72万 | 0.01% | 2,113 | 2,113 | — | $46.72万 | 新建仓 |
| HON | HONEYWELL INTL INC | $47.77万 | 0.01% | 2,133 | -1,839 | -46.3% | -$41.18万 | 减仓 |
| FTNT | FORTINET INC | $47.94万 | 0.01% | 3,121 | -106 | -3.3% | -$1.63万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $48.04万 | 0.01% | 10,292 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $48.17万 | 0.01% | 1,909 | -266 | -12.2% | -$6.71万 | 减仓 |
| REMX | VANECK ETF TRUST | $48.74万 | 0.01% | 5,507 | 5,507 | — | $48.74万 | 新建仓 |
| VLUE | ISHARES TR | $49.24万 | 0.01% | 2,464 | 78 | 3.3% | $1.56万 | 加仓 |
| GCOW | PACER FDS TR | $49.48万 | 0.01% | 11,426 | 683 | 6.4% | $2.96万 | 加仓 |
| PFFA | ETFIS SER TR I | $49.51万 | 0.01% | 24,070 | -2,292 | -8.7% | -$4.71万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $49.98万 | 0.01% | 3,287 | 64 | 2.0% | $9,732 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $50.09万 | 0.01% | 8,659 | 11 | 0.1% | $636 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $50.18万 | 0.01% | 11,123 | -9,982 | -47.3% | -$45.03万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $50.35万 | 0.01% | 19,476 | 19,476 | — | $50.35万 | 新建仓 |
| RISR | TIDAL TRUST I | $50.36万 | 0.01% | 13,911 | 3,125 | 29.0% | $11.31万 | 加仓 |
| SN | SHARKNINJA INC | $50.40万 | 0.01% | 3,310 | -1,006 | -23.3% | -$15.32万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $50.73万 | 0.01% | 1,837 | -108 | -5.6% | -$2.98万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $50.77万 | 0.01% | 5,169 | 768 | 17.5% | $7.54万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $50.90万 | 0.01% | 4,027 | 4,027 | — | $50.90万 | 新建仓 |
| VST | VISTRA CORP | $50.91万 | 0.01% | 3,209 | 1,316 | 69.5% | $20.88万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $51.25万 | 0.01% | 3,211 | -88 | -2.7% | -$1.40万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $51.35万 | 0.01% | 6,181 | -3,523 | -36.3% | -$29.27万 | 减仓 |
| CDW | CDW CORP | $51.46万 | 0.01% | 3,658 | 611 | 20.1% | $8.60万 | 加仓 |
| POOL | POOL CORP | $51.62万 | 0.01% | 2,401 | -1,178 | -32.9% | -$25.32万 | 减仓 |
| GM | GENERAL MTRS CO | $51.84万 | 0.01% | 6,724 | 219 | 3.4% | $1.69万 | 加仓 |
| ANGL | VANECK ETF TRUST | $51.87万 | 0.01% | 17,738 | 266 | 1.5% | $7,778 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $51.97万 | 0.01% | 13,134 | 1,371 | 11.7% | $5.43万 | 加仓 |
| COPX | GLOBAL X FDS | $52.06万 | 0.01% | 6,763 | 3,545 | 110.2% | $27.29万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $52.37万 | 0.01% | 2,788 | 385 | 16.0% | $7.23万 | 加仓 |
| FSLR | FIRST SOLAR INC | $52.45万 | 0.01% | 2,223 | -296 | -11.8% | -$6.98万 | 减仓 |
| NTR | NUTRIEN LTD | $52.63万 | 0.01% | 8,359 | 208 | 2.6% | $1.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $52.69万 | 0.01% | 6,398 | 1,333 | 26.3% | $10.98万 | 加仓 |
| HGER | HARBOR ETF TRUST | $53.54万 | 0.02% | 18,247 | 2,015 | 12.4% | $5.91万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $53.92万 | 0.02% | 4,279 | 4,279 | — | $53.92万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $54.00万 | 0.02% | 9,598 | 21 | 0.2% | $1,181 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $54.00万 | 0.02% | 3,099 | -251 | -7.5% | -$4.37万 | 减仓 |
| IXUS | ISHARES TR | $54.30万 | 0.02% | 5,689 | 1,050 | 22.6% | $10.02万 | 加仓 |
| SNPS | SYNOPSYS INC | $54.61万 | 0.02% | 1,224 | -100 | -7.6% | -$4.46万 | 减仓 |
| IGSB | ISHARES TR | $54.73万 | 0.02% | 10,443 | 186 | 1.8% | $9,748 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $54.84万 | 0.02% | 21,388 | 2 | 0.0% | $51 | 加仓 |
| DHR | DANAHER CORP DEL | $54.90万 | 0.02% | 2,882 | 284 | 10.9% | $5.41万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $55.50万 | 0.02% | 37,145 | -175 | -0.5% | -$2,615 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $55.50万 | 0.02% | 10,604 | 34 | 0.3% | $1,780 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $56.09万 | 0.02% | 30,365 | 9,524 | 45.7% | $17.59万 | 加仓 |
| ROST | ROSS STORES INC | $56.13万 | 0.02% | 2,637 | 190 | 7.8% | $4.04万 | 加仓 |
| MUNI | PIMCO ETF TR | $56.27万 | 0.02% | 10,698 | -52 | -0.5% | -$2,735 | 减仓 |
| AGYS | AGILYSYS INC | $56.39万 | 0.02% | 5,396 | 5,396 | — | $56.39万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $56.54万 | 0.02% | 11,472 | 207 | 1.8% | $1.02万 | 加仓 |
| DDOG | DATADOG INC | $56.99万 | 0.02% | 2,189 | 41 | 1.9% | $1.07万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $58.01万 | 0.02% | 9,392 | 236 | 2.6% | $1.46万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $58.02万 | 0.02% | 2,558 | 155 | 6.5% | $3.52万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $58.49万 | 0.02% | 7,656 | 7,656 | — | $58.49万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $58.68万 | 0.02% | 13,749 | 460 | 3.5% | $1.96万 | 加仓 |
| IOO | ISHARES TR | $58.77万 | 0.02% | 4,302 | -215 | -4.8% | -$2.94万 | 减仓 |
| KR | KROGER CO | $59.15万 | 0.02% | 10,652 | -3,207 | -23.1% | -$17.81万 | 减仓 |
| HQY | HEALTHEQUITY INC | $59.21万 | 0.02% | 6,556 | 642 | 10.9% | $5.80万 | 加仓 |
| EBAY | EBAY INC. | $59.27万 | 0.02% | 5,304 | 528 | 11.1% | $5.90万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $59.89万 | 0.02% | 23,322 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $60.03万 | 0.02% | 74,018 | -16,185 | -17.9% | -$13.13万 | 减仓 |
| EWJ | ISHARES INC | $60.32万 | 0.02% | 6,467 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $60.38万 | 0.02% | 7,311 | 21 | 0.3% | $1,734 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $60.87万 | 0.02% | 4,667 | -66 | -1.4% | -$8,608 | 减仓 |
| NGG | NATIONAL GRID PLC | $61.07万 | 0.02% | 7,369 | 786 | 11.9% | $6.51万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $61.31万 | 0.02% | 20,878 | 260 | 1.3% | $7,636 | 加仓 |
| XEL | XCEL ENERGY INC | $61.32万 | 0.02% | 7,636 | 238 | 3.2% | $1.91万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $61.49万 | 0.02% | 6,547 | -31 | -0.5% | -$2,912 | 减仓 |
| TFI | SPDR SERIES TRUST | $61.55万 | 0.02% | 13,438 | 30 | 0.2% | $1,374 | 加仓 |