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 |
|---|---|---|---|---|---|---|---|---|
| VPL | VANGUARD INTL EQUITY INDEX F | $108.89万 | 0.04% | 11,142 | 493 | 4.6% | $4.82万 | 加仓 |
| SDY | SPDR SERIES TRUST | $109.31万 | 0.04% | 7,489 | -513 | -6.4% | -$7.49万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $112.27万 | 0.04% | 9,770 | -200 | -2.0% | -$2.30万 | 减仓 |
| VNT | VONTIER CORPORATION | $112.34万 | 0.04% | 31,672 | 5,258 | 19.9% | $18.65万 | 加仓 |
| AMLP | ALPS ETF TR | $112.59万 | 0.04% | 21,386 | -1,512 | -6.6% | -$7.96万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $113.15万 | 0.04% | 14,274 | -1 | -0.0% | -$79 | 减仓 |
| IRM | IRON MTN INC DEL | $113.32万 | 0.04% | 11,094 | 51 | 0.5% | $5,209 | 加仓 |
| CTVA | CORTEVA INC | $113.53万 | 0.04% | 13,562 | 1,454 | 12.0% | $12.17万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $113.67万 | 0.04% | 92,718 | 34,015 | 57.9% | $41.70万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $114.20万 | 0.04% | 12,874 | -236 | -1.8% | -$2.09万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $114.53万 | 0.04% | 1,857 | 1,462 | 370.1% | $90.17万 | 加仓 |
| FRDM | EA SERIES TRUST | $115.37万 | 0.04% | 21,111 | -1,937 | -8.4% | -$10.59万 | 减仓 |
| STIP | ISHARES TR | $117.99万 | 0.04% | 11,408 | 800 | 7.5% | $8.27万 | 加仓 |
| SHYG | ISHARES TR | $118.02万 | 0.04% | 27,892 | -4,892 | -14.9% | -$20.70万 | 减仓 |
| GEF | GREIF INC | $118.29万 | 0.04% | 17,636 | -3,164 | -15.2% | -$21.22万 | 减仓 |
| VSEC | VSE CORP | $118.51万 | 0.04% | 6,427 | 2,077 | 47.7% | $38.30万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $118.79万 | 0.04% | 4,254 | 87 | 2.1% | $2.43万 | 加仓 |
| ITA | ISHARES TR | $119.73万 | 0.04% | 5,473 | 94 | 1.7% | $2.06万 | 加仓 |
| ECL | ECOLAB INC | $119.85万 | 0.04% | 4,505 | 23 | 0.5% | $6,119 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $119.89万 | 0.04% | 20,132 | 14,434 | 253.3% | $85.95万 | 加仓 |
| ITRI | ITRON INC | $120.72万 | 0.04% | 13,469 | 6,174 | 84.6% | $55.34万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $121.46万 | 0.04% | 14,038 | -176 | -1.2% | -$1.52万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $121.94万 | 0.04% | 7,428 | -1,732 | -18.9% | -$28.43万 | 减仓 |
| SHV | ISHARES TR | $122.68万 | 0.04% | 11,113 | 834 | 8.1% | $9.21万 | 加仓 |
| FN | FABRINET | $122.97万 | 0.04% | 2,358 | -408 | -14.8% | -$21.28万 | 减仓 |
| NKE | NIKE INC | $123.18万 | 0.04% | 23,320 | -4,790 | -17.0% | -$25.30万 | 减仓 |
| DE | DEERE & CO | $123.19万 | 0.04% | 2,187 | -337 | -13.4% | -$18.98万 | 减仓 |
| ALL | ALLSTATE CORP | $123.91万 | 0.04% | 5,976 | 1,099 | 22.5% | $22.79万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $124.30万 | 0.04% | 5,328 | -371 | -6.5% | -$8.66万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $124.68万 | 0.04% | 20,857 | 9,386 | 81.8% | $56.11万 | 加仓 |
| QQQI | NEOS ETF TRUST | $127.03万 | 0.04% | 25,565 | 25,565 | — | $127.03万 | 新建仓 |
| CXT | CRANE NXT CO | $127.11万 | 0.04% | 31,315 | 7,281 | 30.3% | $29.55万 | 加仓 |
| MMSI | MERIT MED SYS INC | $127.84万 | 0.04% | 18,547 | 1,525 | 9.0% | $10.51万 | 加仓 |
| WELL | WELLTOWER INC | $128.13万 | 0.04% | 6,480 | -52 | -0.8% | -$1.03万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $132.44万 | 0.04% | 28,131 | 22,249 | 378.3% | $104.75万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $133.06万 | 0.04% | 10,150 | -225 | -2.2% | -$2.95万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $134.08万 | 0.04% | 17,046 | 9,201 | 117.3% | $72.38万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $134.53万 | 0.04% | 9,462 | 1,688 | 21.7% | $24.00万 | 加仓 |
| IDV | ISHARES TR | $135.09万 | 0.04% | 31,742 | 217 | 0.7% | $9,236 | 加仓 |
| VBK | VANGUARD INDEX FDS | $135.35万 | 0.04% | 4,478 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $135.70万 | 0.04% | 1,931 | 967 | 100.3% | $67.96万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $135.77万 | 0.04% | 6,925 | 343 | 5.2% | $6.72万 | 加仓 |
| TFLO | ISHARES TR | $136.38万 | 0.04% | 26,937 | 19,828 | 278.9% | $100.39万 | 加仓 |
| MORN | MORNINGSTAR INC | $136.52万 | 0.04% | 8,075 | 3,473 | 75.5% | $58.71万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $136.65万 | 0.04% | 2,818 | 628 | 28.7% | $30.45万 | 加仓 |
| QUS | SPDR SERIES TRUST | $136.95万 | 0.04% | 7,978 | -754 | -8.6% | -$12.94万 | 减仓 |
| SYK | STRYKER CORPORATION | $137.68万 | 0.05% | 4,190 | 458 | 12.3% | $15.05万 | 加仓 |
| EQT | EQT CORP | $138.22万 | 0.05% | 21,719 | 5,131 | 30.9% | $32.65万 | 加仓 |
| INTA | INTAPP INC | $139.07万 | 0.05% | 54,135 | 21,361 | 65.2% | $54.88万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $139.10万 | 0.05% | 36,035 | 36,035 | — | $139.10万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $139.43万 | 0.05% | 18,543 | -65,153 | -77.8% | -$489.91万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $140.98万 | 0.05% | 13,638 | -51,307 | -79.0% | -$530.39万 | 减仓 |
| EMR | EMERSON ELEC CO | $141.39万 | 0.05% | 10,791 | -506 | -4.5% | -$6.63万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $142.74万 | 0.05% | 49,169 | 1,716 | 3.6% | $4.98万 | 加仓 |
| ITOT | ISHARES TR | $142.81万 | 0.05% | 10,026 | -397 | -3.8% | -$5.65万 | 减仓 |
| RY | ROYAL BK CDA | $143.04万 | 0.05% | 8,841 | -4,000 | -31.2% | -$64.72万 | 减仓 |
| SIL | GLOBAL X FDS | $143.23万 | 0.05% | 15,900 | 20 | 0.1% | $1,802 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $143.28万 | 0.05% | 36,338 | 7,026 | 24.0% | $27.70万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $143.70万 | 0.05% | 5,419 | 139 | 2.6% | $3.69万 | 加仓 |
| VGT | VANGUARD WORLD FD | $144.30万 | 0.05% | 2,068 | 1,019 | 97.1% | $71.10万 | 加仓 |
| MELI | MERCADOLIBRE INC | $144.89万 | 0.05% | 838 | 119 | 16.6% | $20.58万 | 加仓 |
| BOND | PIMCO ETF TR | $147.46万 | 0.05% | 15,980 | 13,631 | 580.3% | $125.79万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $148.22万 | 0.05% | 15,323 | 4,484 | 41.4% | $43.37万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $151.25万 | 0.05% | 33,132 | -1,782 | -5.1% | -$8.13万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $151.38万 | 0.05% | 25,339 | -2,309 | -8.4% | -$13.79万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $152.16万 | 0.05% | 13,872 | 2,776 | 25.0% | $30.45万 | 加仓 |
| GMAB | GENMAB A/S | $152.99万 | 0.05% | 57,023 | -4,004 | -6.6% | -$10.74万 | 减仓 |
| EWY | ISHARES INC | $153.44万 | 0.05% | 12,474 | 12,474 | — | $153.44万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $154.28万 | 0.05% | 56,122 | 145 | 0.3% | $3,986 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $154.28万 | 0.05% | 29,236 | -5,798 | -16.5% | -$30.60万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $154.92万 | 0.05% | 8,002 | 1,593 | 24.9% | $30.84万 | 加仓 |
| — | GATES INDL CORP PLC | $155.87万 | 0.05% | 68,939 | 5,878 | 9.3% | $13.29万 | 加仓 |
| EFAV | ISHARES TR | $156.89万 | 0.05% | 17,171 | -12,919 | -42.9% | -$118.04万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $157.35万 | 0.05% | 11,804 | 6,379 | 117.6% | $85.03万 | 加仓 |
| CALF | PACER FDS TR | $157.51万 | 0.05% | 35,103 | -293 | -0.8% | -$1.31万 | 减仓 |
| AVA | AVISTA CORP | $157.65万 | 0.05% | 39,274 | -4,789 | -10.9% | -$19.22万 | 减仓 |
| WMB | WILLIAMS COS INC | $158.20万 | 0.05% | 21,736 | 120 | 0.6% | $8,734 | 加仓 |
| VOT | VANGUARD INDEX FDS | $159.07万 | 0.05% | 6,181 | 2,000 | 47.8% | $51.47万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $159.47万 | 0.05% | 21,656 | -1,050 | -4.6% | -$7.73万 | 减仓 |
| B | BARRICK MNG CORP | $159.73万 | 0.05% | 39,159 | -1,175 | -2.9% | -$4.79万 | 减仓 |
| QUAL | ISHARES TR | $160.22万 | 0.05% | 8,352 | -273 | -3.2% | -$5.24万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $160.62万 | 0.05% | 47,903 | -18,120 | -27.4% | -$60.76万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $161.42万 | 0.05% | 27,461 | 3,908 | 16.6% | $22.97万 | 加仓 |
| AYI | ACUITY INC | $161.55万 | 0.05% | 5,765 | 555 | 10.7% | $15.55万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $163.90万 | 0.05% | 42,068 | 17,492 | 71.2% | $68.15万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $164.08万 | 0.05% | 20,925 | 1,272 | 6.5% | $9.97万 | 加仓 |
| IDEV | ISHARES TR | $164.59万 | 0.05% | 19,695 | 3,008 | 18.0% | $25.14万 | 加仓 |
| MGC | VANGUARD WORLD FD | $165.23万 | 0.05% | 6,990 | 2 | 0.0% | $473 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $167.65万 | 0.06% | 12,802 | 2,511 | 24.4% | $32.88万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $167.78万 | 0.06% | 34,918 | 2,414 | 7.4% | $11.60万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $167.81万 | 0.06% | 9,106 | 381 | 4.4% | $7.02万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $170.20万 | 0.06% | 12,304 | 1,300 | 11.8% | $17.98万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $170.40万 | 0.06% | 22,097 | -2,051 | -8.5% | -$15.82万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $170.46万 | 0.06% | 17,209 | -5,931 | -25.6% | -$58.75万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $171.87万 | 0.06% | 8,339 | -417 | -4.8% | -$8.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $172.47万 | 0.06% | 26,915 | 487 | 1.8% | $3.12万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $173.07万 | 0.06% | 23,162 | 1,114 | 5.1% | $8.32万 | 加仓 |
| IEI | ISHARES TR | $176.72万 | 0.06% | 14,900 | 6,643 | 80.5% | $78.79万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $177.42万 | 0.06% | 35,491 | 1,207 | 3.5% | $6.03万 | 加仓 |
| SXI | STANDEX INTL CORP | $180.20万 | 0.06% | 7,070 | -76 | -1.1% | -$1.94万 | 减仓 |