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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $272.63万 | 0.08% | 29,749 | 971 | 3.4% | $8.90万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $273.14万 | 0.08% | 18,837 | 4,516 | 31.5% | $65.48万 | 加仓 |
| D | DOMINION ENERGY INC | $277.24万 | 0.08% | 40,597 | 8,933 | 28.2% | $61.00万 | 加仓 |
| PAVE | GLOBAL X FDS | $277.67万 | 0.08% | 47,127 | 9,144 | 24.1% | $53.88万 | 加仓 |
| USMV | ISHARES TR | $281.92万 | 0.08% | 29,226 | -478 | -1.6% | -$4.61万 | 减仓 |
| USHY | ISHARES TR | $283.76万 | 0.08% | 76,651 | 5,010 | 7.0% | $18.55万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $284.00万 | 0.08% | 68,848 | 26,780 | 63.7% | $110.47万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $285.06万 | 0.08% | 47,282 | -1,662 | -3.4% | -$10.02万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $286.38万 | 0.08% | 14,492 | 5,386 | 59.1% | $106.43万 | 加仓 |
| AZN | ASTRAZENECA PLC | $287.98万 | 0.08% | 15,186 | 897 | 6.3% | $17.01万 | 加仓 |
| INTC | INTEL CORP | $289.94万 | 0.08% | 20,765 | 1,184 | 6.0% | $16.53万 | 加仓 |
| CME | CME GROUP INC | $292.81万 | 0.08% | 13,259 | 1,255 | 10.5% | $27.72万 | 加仓 |
| ISCG | ISHARES TR | $294.59万 | 0.08% | 44,948 | -8,363 | -15.7% | -$54.81万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $298.10万 | 0.08% | 3,933 | -524 | -11.8% | -$39.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $299.91万 | 0.08% | 67,609 | -1,115 | -1.6% | -$4.95万 | 减仓 |
| DVY | ISHARES TR | $300.84万 | 0.08% | 19,247 | -50 | -0.3% | -$7,815 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $304.52万 | 0.09% | 63,204 | -609 | -1.0% | -$2.93万 | 减仓 |
| FTV | FORTIVE CORP | $304.61万 | 0.09% | 49,862 | -906 | -1.8% | -$5.53万 | 减仓 |
| BA | BOEING CO | $307.06万 | 0.09% | 14,186 | 4,205 | 42.1% | $91.02万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $309.43万 | 0.09% | 7,781 | -463 | -5.6% | -$18.41万 | 减仓 |
| QDPL | PACER FDS TR | $313.17万 | 0.09% | 69,484 | 2,829 | 4.2% | $12.75万 | 加仓 |
| INGR | INGREDION INC | $313.46万 | 0.09% | 33,096 | -5,702 | -14.7% | -$54.00万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $314.27万 | 0.09% | 45,759 | -55,625 | -54.9% | -$382.03万 | 减仓 |
| ORCL | ORACLE CORP | $315.68万 | 0.09% | 21,540 | -123 | -0.6% | -$1.80万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $319.18万 | 0.09% | 6,110 | 858 | 16.3% | $44.82万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $319.42万 | 0.09% | 22,965 | -3,321 | -12.6% | -$46.19万 | 减仓 |
| CFA | VICTORY PORTFOLIOS II | $320.07万 | 0.09% | 32,395 | 923 | 2.9% | $9.12万 | 加仓 |
| ET | ENERGY TRANSFER L P | $320.43万 | 0.09% | 167,591 | 2,630 | 1.6% | $5.03万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $320.85万 | 0.09% | 11,235 | 1,150 | 11.4% | $32.84万 | 加仓 |
| BCI | ABRDN ETFS | $323.85万 | 0.09% | 144,966 | 33,135 | 29.6% | $74.02万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $325.59万 | 0.09% | 11,585 | 192 | 1.7% | $5.40万 | 加仓 |
| QYLD | GLOBAL X FDS | $329.54万 | 0.09% | 178,804 | 11,396 | 6.8% | $21.00万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $335.72万 | 0.09% | 31,338 | -933 | -2.9% | -$10.00万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $337.39万 | 0.10% | 7,823 | 395 | 5.3% | $17.04万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $338.76万 | 0.10% | 8,157 | 131 | 1.6% | $5.44万 | 加仓 |
| MUB | ISHARES TR | $342.06万 | 0.10% | 31,784 | 1,655 | 5.5% | $17.81万 | 加仓 |
| T | AT&T INC | $344.91万 | 0.10% | 166,529 | 363 | 0.2% | $7,518 | 加仓 |
| WM | WASTE MGMT INC DEL | $345.02万 | 0.10% | 15,479 | -68 | -0.4% | -$1.52万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $350.72万 | 0.10% | 66,474 | 66,474 | — | $350.72万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $351.47万 | 0.10% | 8,849 | -526 | -5.6% | -$20.89万 | 减仓 |
| VLO | VALERO ENERGY CORP | $353.85万 | 0.10% | 13,586 | 497 | 3.8% | $12.94万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $356.63万 | 0.10% | 13,185 | 464 | 3.6% | $12.55万 | 加仓 |
| SNA | SNAP ON INC | $358.50万 | 0.10% | 8,909 | 267 | 3.1% | $10.74万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $358.50万 | 0.10% | 2,691 | 28 | 1.1% | $3.73万 | 加仓 |
| WSO | WATSCO INC | $359.60万 | 0.10% | 8,629 | 248 | 3.0% | $10.33万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $360.08万 | 0.10% | 38,088 | 38,088 | — | $360.08万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $363.03万 | 0.10% | 10,731 | 182 | 1.7% | $6.16万 | 加仓 |
| GE | GE AEROSPACE | $363.99万 | 0.10% | 9,739 | 79 | 0.8% | $2.95万 | 加仓 |
| FIX | COMFORT SYS USA INC | $369.40万 | 0.10% | 1,863 | -736 | -28.3% | -$145.94万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $370.66万 | 0.10% | 33,766 | 991 | 3.0% | $10.88万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $370.91万 | 0.10% | 20,502 | 3,350 | 19.5% | $60.61万 | 加仓 |
| ENB | ENBRIDGE INC | $371.47万 | 0.10% | 68,524 | -1,118 | -1.6% | -$6.06万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $376.80万 | 0.11% | 32,268 | 1,162 | 3.7% | $13.57万 | 加仓 |
| MPC | MARATHON PETE CORP | $377.03万 | 0.11% | 14,746 | 205 | 1.4% | $5.24万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $377.31万 | 0.11% | 62,067 | 3,807 | 6.5% | $23.14万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $378.39万 | 0.11% | 61,566 | -545 | -0.9% | -$3.35万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $378.94万 | 0.11% | 154,353 | -25,952 | -14.4% | -$63.71万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $382.40万 | 0.11% | 5,987 | -5,487 | -47.8% | -$350.47万 | 减仓 |
| IEMG | ISHARES INC | $382.77万 | 0.11% | 46,205 | 1,319 | 2.9% | $10.93万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $383.73万 | 0.11% | 172,153 | 9,456 | 5.8% | $21.08万 | 加仓 |
| DXCM | DEXCOM INC | $386.90万 | 0.11% | 57,446 | -3,718 | -6.1% | -$25.04万 | 减仓 |
| — | ALPS ETF TR | $391.19万 | 0.11% | 87,045 | 1,217 | 1.4% | $5.47万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $394.12万 | 0.11% | 31,194 | 826 | 2.7% | $10.44万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $396.34万 | 0.11% | 36,721 | 1,418 | 4.0% | $15.31万 | 加仓 |
| MDT | MEDTRONIC PLC | $399.04万 | 0.11% | 51,008 | -2,929 | -5.4% | -$22.91万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $404.70万 | 0.11% | 34,688 | 6,058 | 21.2% | $70.68万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $405.16万 | 0.11% | 70,254 | 1,496 | 2.2% | $8.63万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $406.64万 | 0.11% | 93,481 | 19,985 | 27.2% | $86.94万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $407.88万 | 0.12% | 39,580 | 39,580 | — | $407.88万 | 新建仓 |
| OUSM | ALPS ETF TR | $421.05万 | 0.12% | 88,604 | -10,244 | -10.4% | -$48.68万 | 减仓 |
| ETSY | ETSY INC | $422.64万 | 0.12% | 56,105 | 394 | 0.7% | $2.97万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $424.09万 | 0.12% | 35,652 | 1,041 | 3.0% | $12.38万 | 加仓 |
| RTX | RTX CORPORATION | $433.95万 | 0.12% | 22,871 | -2,411 | -9.5% | -$45.75万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $439.88万 | 0.12% | 119,663 | -4,155 | -3.4% | -$15.27万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $445.78万 | 0.13% | 88,748 | 70,706 | 391.9% | $355.16万 | 加仓 |
| IAU | ISHARES GOLD TR | $447.82万 | 0.13% | 59,306 | -313 | -0.5% | -$2.36万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $449.15万 | 0.13% | 98,282 | 8,233 | 9.1% | $37.62万 | 加仓 |
| DIS | DISNEY WALT CO | $451.32万 | 0.13% | 46,890 | -358 | -0.8% | -$3.45万 | 减仓 |
| GLW | CORNING INC | $460.97万 | 0.13% | 18,046 | -1,540 | -7.9% | -$39.34万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $463.43万 | 0.13% | 115,482 | 2,359 | 2.1% | $9.47万 | 加仓 |
| FLTR | VANECK ETF TRUST | $471.35万 | 0.13% | 184,048 | 2,310 | 1.3% | $5.92万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $471.67万 | 0.13% | 34,441 | 1,251 | 3.8% | $17.13万 | 加仓 |
| PEP | PEPSICO INC | $475.44万 | 0.13% | 35,112 | -167 | -0.5% | -$2.26万 | 减仓 |
| CB | CHUBB LIMITED | $475.70万 | 0.13% | 13,960 | 296 | 2.2% | $10.09万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $484.83万 | 0.14% | 16,275 | -934 | -5.4% | -$27.82万 | 减仓 |
| DOCU | DOCUSIGN INC | $489.94万 | 0.14% | 110,298 | -11,526 | -9.5% | -$51.20万 | 减仓 |
| GLDM | WORLD GOLD TR | $492.63万 | 0.14% | 62,028 | 62,028 | — | $492.63万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $493.11万 | 0.14% | 163,281 | 7,641 | 4.9% | $23.08万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $498.42万 | 0.14% | 10,034 | 510 | 5.4% | $25.33万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $503.30万 | 0.14% | 31,722 | 580 | 1.9% | $9.20万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $505.14万 | 0.14% | 5,234 | -2,018 | -27.8% | -$194.76万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $510.01万 | 0.14% | 15,071 | -737 | -4.7% | -$24.94万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $511.31万 | 0.14% | 95,375 | -201 | -0.2% | -$1.08万 | 减仓 |
| PHM | PULTE GROUP INC | $517.20万 | 0.15% | 37,693 | -2 | -0.0% | -$274 | 减仓 |
| RAL | RALLIANT CORP | $522.72万 | 0.15% | 70,993 | -6,274 | -8.1% | -$46.20万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $531.83万 | 0.15% | 42,015 | -613 | -1.4% | -$7.76万 | 减仓 |
| IJJ | ISHARES TR | $532.73万 | 0.15% | 36,061 | 754 | 2.1% | $11.14万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $554.22万 | 0.16% | 32,624 | 116 | 0.4% | $1.97万 | 加仓 |
| OC | OWENS CORNING NEW | $556.22万 | 0.16% | 34,991 | -1,160 | -3.2% | -$18.44万 | 减仓 |
| O | REALTY INCOME CORP | $556.89万 | 0.16% | 89,878 | 1,789 | 2.0% | $11.08万 | 加仓 |