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 |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | $358.51万 | 0.12% | 2,599 | 303 | 13.2% | $41.80万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $360.12万 | 0.12% | 31,106 | 2,600 | 9.1% | $30.10万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $361.07万 | 0.12% | 50,422 | 37,258 | 283.0% | $266.80万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $363.47万 | 0.12% | 162,697 | -2,332 | -1.4% | -$5.21万 | 减仓 |
| GEV | GE VERNOVA INC | $373.38万 | 0.12% | 4,277 | 84 | 2.0% | $7.33万 | 加仓 |
| ENB | ENBRIDGE INC | $377.04万 | 0.12% | 69,642 | 49,569 | 246.9% | $268.37万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $380.04万 | 0.12% | 8,244 | -345 | -4.0% | -$15.90万 | 减仓 |
| DXCM | DEXCOM INC | $384.11万 | 0.13% | 61,164 | 4,316 | 7.6% | $27.10万 | 加仓 |
| OC | OWENS CORNING NEW | $391.24万 | 0.13% | 36,151 | 15,658 | 76.4% | $169.45万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $394.30万 | 0.13% | 26,286 | 7,632 | 40.9% | $114.48万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $399.13万 | 0.13% | 32,508 | 804 | 2.5% | $9.87万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $403.87万 | 0.13% | 90,049 | 4,456 | 5.2% | $19.99万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $406.53万 | 0.13% | 155,640 | 116,132 | 293.9% | $303.34万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $418.80万 | 0.14% | 28,630 | 3,470 | 13.8% | $50.76万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $420.82万 | 0.14% | 113,123 | 1,972 | 1.8% | $7.34万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $423.24万 | 0.14% | 30,368 | 1,355 | 4.7% | $18.88万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $425.28万 | 0.14% | 9,524 | -29 | -0.3% | -$1.29万 | 减仓 |
| OUSM | ALPS ETF TR | $432.36万 | 0.14% | 98,848 | -61,561 | -38.4% | -$269.27万 | 减仓 |
| INGR | INGREDION INC | $437.10万 | 0.14% | 38,798 | 14,633 | 60.6% | $164.86万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $438.57万 | 0.14% | 27,356 | 4,937 | 22.0% | $79.15万 | 加仓 |
| PHM | PULTE GROUP INC | $443.34万 | 0.15% | 37,695 | -2,512 | -6.2% | -$29.54万 | 减仓 |
| CB | CHUBB LTD SWITZ | $445.40万 | 0.15% | 13,664 | 201 | 1.5% | $6.55万 | 加仓 |
| DIS | DISNEY WALT CO | $455.38万 | 0.15% | 47,248 | 2,875 | 6.5% | $27.71万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $456.58万 | 0.15% | 31,142 | 630 | 2.1% | $9.24万 | 加仓 |
| FLTR | VANECK ETF TRUST | $463.07万 | 0.15% | 181,738 | -14,755 | -7.5% | -$37.60万 | 减仓 |
| MDT | MEDTRONIC PLC | $467.37万 | 0.15% | 53,937 | 9,638 | 21.8% | $83.51万 | 加仓 |
| IJJ | ISHARES TR | $467.83万 | 0.15% | 35,307 | 670 | 1.9% | $8.88万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $468.53万 | 0.15% | 123,818 | -11,641 | -8.6% | -$44.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $471.86万 | 0.15% | 95,576 | -1,801 | -1.8% | -$8.89万 | 减仓 |
| SLV | ISHARES SILVER TR | $476.69万 | 0.16% | 69,958 | 12,863 | 22.5% | $87.65万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $479.05万 | 0.16% | 16,363 | 5,173 | 46.2% | $151.45万 | 加仓 |
| EEM | ISHARES TR | $480.26万 | 0.16% | 84,581 | 47,110 | 125.7% | $267.50万 | 加仓 |
| T | AT&T INC | $481.68万 | 0.16% | 166,166 | -2,601 | -1.5% | -$7.54万 | 减仓 |
| RTX | RTX CORPORATION | $487.70万 | 0.16% | 25,282 | -5,162 | -17.0% | -$99.58万 | 减仓 |
| IWP | ISHARES TR | $505.28万 | 0.17% | 39,438 | 2,104 | 5.6% | $26.96万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $517.66万 | 0.17% | 180,305 | 69,163 | 62.2% | $198.57万 | 加仓 |
| AMGN | AMGEN INC | $522.53万 | 0.17% | 14,851 | 932 | 6.7% | $32.79万 | 加仓 |
| IJR | ISHARES TR | $523.39万 | 0.17% | 42,123 | 601 | 1.4% | $7.47万 | 加仓 |
| IAU | ISHARES GOLD TR | $525.60万 | 0.17% | 59,619 | -2,419 | -3.9% | -$21.33万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $529.32万 | 0.17% | 29,031 | -1,233 | -4.1% | -$22.48万 | 减仓 |
| IJS | ISHARES TR | $538.81万 | 0.18% | 45,488 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $538.93万 | 0.18% | 88,089 | 3,973 | 4.7% | $24.31万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $539.28万 | 0.18% | 33,190 | 8,683 | 35.4% | $141.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $544.63万 | 0.18% | 25,489 | -32,396 | -56.0% | -$692.21万 | 减仓 |
| PEP | PEPSICO INC | $547.87万 | 0.18% | 35,279 | 4,721 | 15.4% | $73.31万 | 加仓 |
| TGT | TARGET CORP | $552.39万 | 0.18% | 45,577 | 11,751 | 34.7% | $142.42万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $558.18万 | 0.18% | 42,628 | 1,102 | 2.7% | $14.43万 | 加仓 |
| AMAT | APPLIED MATLS INC | $558.53万 | 0.18% | 16,340 | -20,448 | -55.6% | -$698.95万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $559.38万 | 0.18% | 15,808 | 7,392 | 87.8% | $261.57万 | 加仓 |
| EMXC | ISHARES INC | $563.65万 | 0.19% | 71,656 | 9,356 | 15.0% | $73.59万 | 加仓 |
| UNP | UNION PAC CORP | $566.44万 | 0.19% | 23,346 | 1,781 | 8.3% | $43.21万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $571.41万 | 0.19% | 58,081 | 11,449 | 24.6% | $112.64万 | 加仓 |
| DGRO | ISHARES TR | $572.21万 | 0.19% | 81,534 | -1,244 | -1.5% | -$8.73万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $576.54万 | 0.19% | 211,730 | 36,397 | 20.8% | $99.11万 | 加仓 |
| DOCU | DOCUSIGN INC | $577.57万 | 0.19% | 121,824 | 23,609 | 24.0% | $111.93万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $591.76万 | 0.19% | 17,509 | 167 | 1.0% | $5.64万 | 加仓 |
| AOS | SMITH A O CORP | $592.99万 | 0.19% | 89,929 | 2,285 | 2.6% | $15.07万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $593.54万 | 0.19% | 20,446 | 20,446 | — | $593.54万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $596.25万 | 0.20% | 30,389 | 186 | 0.6% | $3.65万 | 加仓 |
| GATX | GATX CORP | $609.58万 | 0.20% | 35,702 | -674 | -1.9% | -$11.51万 | 减仓 |
| IJT | ISHARES TR | $615.35万 | 0.20% | 42,522 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $616.09万 | 0.20% | 25,170 | 12,028 | 91.5% | $294.41万 | 加仓 |
| IWR | ISHARES TR | $617.52万 | 0.20% | 63,511 | 811 | 1.3% | $7.89万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $618.82万 | 0.20% | 13,924 | 1,903 | 15.8% | $84.57万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $620.84万 | 0.20% | 109,533 | 4,155 | 3.9% | $23.55万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $621.04万 | 0.20% | 75,050 | 5,492 | 7.9% | $45.45万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $629.39万 | 0.21% | 101,384 | 3,959 | 4.1% | $24.58万 | 加仓 |
| IVE | ISHARES TR | $629.82万 | 0.21% | 29,828 | -124 | -0.4% | -$2.62万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $632.62万 | 0.21% | 187,442 | -526 | -0.3% | -$1.78万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $633.86万 | 0.21% | 57,378 | -1,987 | -3.3% | -$21.95万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $634.03万 | 0.21% | 124,722 | 330 | 0.3% | $1.68万 | 加仓 |
| APH | AMPHENOL CORP | $634.06万 | 0.21% | 50,182 | 613 | 1.2% | $7.75万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $637.49万 | 0.21% | 36,938 | 6,417 | 21.0% | $110.75万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $640.63万 | 0.21% | 32,688 | -2,174 | -6.2% | -$42.61万 | 减仓 |
| PFXF | VANECK ETF TRUST | $641.23万 | 0.21% | 365,583 | -33,356 | -8.4% | -$58.51万 | 减仓 |
| IEFA | ISHARES TR | $644.44万 | 0.21% | 71,185 | 2,020 | 2.9% | $18.29万 | 加仓 |
| MO | ALTRIA GROUP INC | $655.27万 | 0.22% | 99,297 | 741 | 0.8% | $4.89万 | 加仓 |
| IWM | ISHARES TR | $658.93万 | 0.22% | 26,569 | -16,249 | -37.9% | -$402.99万 | 减仓 |
| IVV | ISHARES TR | $659.94万 | 0.22% | 10,103 | 329 | 3.4% | $21.49万 | 加仓 |
| LLY | ELI LILLY & CO | $660.99万 | 0.22% | 7,189 | 222 | 3.2% | $20.41万 | 加仓 |
| NOW | SERVICENOW INC | $682.38万 | 0.22% | 65,268 | 26,626 | 68.9% | $278.37万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $682.84万 | 0.22% | 47,085 | -7,999 | -14.5% | -$116.00万 | 减仓 |
| FAST | FASTENAL CO | $686.04万 | 0.23% | 147,852 | -9,507 | -6.0% | -$44.11万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $694.19万 | 0.23% | 74,387 | 25,514 | 52.2% | $238.10万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $695.43万 | 0.23% | 137,058 | -14,263 | -9.4% | -$72.37万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $697.60万 | 0.23% | 31,850 | 3,281 | 11.5% | $71.86万 | 加仓 |
| PTMC | PACER FDS TR | $701.10万 | 0.23% | 191,713 | -917 | -0.5% | -$3.35万 | 减仓 |
| PLD | PROLOGIS INC. | $714.04万 | 0.23% | 54,019 | -3,798 | -6.6% | -$50.20万 | 减仓 |
| — | COTERRA ENERGY INC | $717.00万 | 0.24% | 204,039 | 7,714 | 3.9% | $27.11万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $718.59万 | 0.24% | 100,069 | -19,644 | -16.4% | -$141.06万 | 减仓 |
| QCOM | QUALCOMM INC | $719.81万 | 0.24% | 55,895 | 1,634 | 3.0% | $21.04万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $726.23万 | 0.24% | 159,191 | 5,818 | 3.8% | $26.54万 | 加仓 |
| IWF | ISHARES TR | $727.29万 | 0.24% | 17,056 | 1,023 | 6.4% | $43.62万 | 加仓 |
| BLK | BLACKROCK INC | $730.33万 | 0.24% | 7,593 | 213 | 2.9% | $20.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $732.20万 | 0.24% | 50,691 | 3,352 | 7.1% | $48.42万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $737.57万 | 0.24% | 146,923 | 4,925 | 3.5% | $24.72万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $740.21万 | 0.24% | 82,117 | -12,157 | -12.9% | -$109.58万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $745.89万 | 0.24% | 17,076 | -66 | -0.4% | -$2.88万 | 减仓 |
| GDX | VANECK ETF TRUST | $756.99万 | 0.25% | 82,488 | -63 | -0.1% | -$5,782 | 减仓 |
| BAC | BANK AMERICA CORP | $761.81万 | 0.25% | 156,267 | -7,597 | -4.6% | -$37.04万 | 减仓 |