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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $566.30万 | 0.16% | 15,638 | 787 | 5.3% | $28.50万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $572.67万 | 0.16% | 46,516 | -2,216 | -4.5% | -$27.28万 | 减仓 |
| SLV | ISHARES SILVER TR | $577.76万 | 0.16% | 108,054 | 38,096 | 54.5% | $203.70万 | 加仓 |
| AOS | SMITH A O CORP | $580.85万 | 0.16% | 92,610 | 2,681 | 3.0% | $16.82万 | 加仓 |
| CRM | SALESFORCE INC | $584.57万 | 0.17% | 37,313 | -3,567 | -8.7% | -$55.88万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $595.98万 | 0.17% | 72,109 | -2,941 | -3.9% | -$24.31万 | 减仓 |
| GDX | VANECK ETF TRUST | $600.30万 | 0.17% | 79,563 | -2,925 | -3.5% | -$22.07万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $601.81万 | 0.17% | 106,552 | -2,981 | -2.7% | -$16.84万 | 减仓 |
| TGT | TARGET CORP | $605.98万 | 0.17% | 46,394 | 817 | 1.8% | $10.67万 | 加仓 |
| DGRO | ISHARES TR | $609.54万 | 0.17% | 80,425 | -1,109 | -1.4% | -$8.41万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $616.73万 | 0.17% | 15,946 | -417 | -2.5% | -$16.13万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $618.82万 | 0.17% | 37,832 | 894 | 2.4% | $14.62万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $621.71万 | 0.18% | 150,460 | 140,571 | 1,421.5% | $580.84万 | 加仓 |
| IJS | ISHARES TR | $621.74万 | 0.18% | 45,489 | 1 | 0.0% | $137 | 加仓 |
| NOW | SERVICENOW INC | $633.43万 | 0.18% | 63,802 | -1,466 | -2.2% | -$14.55万 | 减仓 |
| UNP | UNION PAC CORP | $639.13万 | 0.18% | 23,497 | 151 | 0.6% | $4.11万 | 加仓 |
| GATX | GATX CORP | $643.05万 | 0.18% | 36,291 | 589 | 1.6% | $10.44万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $645.00万 | 0.18% | 160,327 | -1,382 | -0.9% | -$5.56万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $654.18万 | 0.18% | 14,259 | 335 | 2.4% | $15.37万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $655.63万 | 0.19% | 60,988 | 2,907 | 5.0% | $31.25万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $656.57万 | 0.19% | 129,603 | 4,881 | 3.9% | $24.73万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $666.04万 | 0.19% | 157,264 | 10,341 | 7.0% | $43.80万 | 加仓 |
| ASML | ASML HLDG NV | $670.09万 | 0.19% | 3,368 | 781 | 30.2% | $155.39万 | 加仓 |
| MO | ALTRIA GROUP INC | $672.10万 | 0.19% | 93,412 | -5,885 | -5.9% | -$42.34万 | 减仓 |
| GEV | GE VERNOVA INC | $672.62万 | 0.19% | 5,725 | 1,448 | 33.9% | $170.12万 | 加仓 |
| IEFA | ISHARES TR | $675.18万 | 0.19% | 69,909 | -1,276 | -1.8% | -$12.32万 | 减仓 |
| IVE | ISHARES TR | $682.23万 | 0.19% | 30,046 | 218 | 0.7% | $4.95万 | 加仓 |
| EEM | ISHARES TR | $682.64万 | 0.19% | 99,786 | 15,205 | 18.0% | $104.02万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $683.32万 | 0.19% | 31,354 | 965 | 3.2% | $21.03万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $683.88万 | 0.19% | 29,338 | 307 | 1.1% | $7.16万 | 加仓 |
| PFXF | VANECK ETF TRUST | $684.43万 | 0.19% | 383,649 | 18,066 | 4.9% | $32.23万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $687.08万 | 0.19% | 32,244 | 394 | 1.2% | $8.40万 | 加仓 |
| IWR | ISHARES TR | $689.37万 | 0.19% | 62,488 | -1,023 | -1.6% | -$11.29万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $690.14万 | 0.19% | 191,865 | 4,423 | 2.4% | $15.91万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $701.01万 | 0.20% | 256,499 | 44,769 | 21.1% | $122.35万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $708.64万 | 0.20% | 33,434 | 746 | 2.3% | $15.81万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $718.68万 | 0.20% | 166,438 | -21,065 | -11.2% | -$90.96万 | 减仓 |
| PSX | PHILLIPS 66 | $718.97万 | 0.20% | 42,529 | -1,456 | -3.3% | -$24.61万 | 减仓 |
| FAST | FASTENAL CO | $721.80万 | 0.20% | 150,281 | 2,429 | 1.6% | $11.67万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $722.80万 | 0.20% | 74,607 | 220 | 0.3% | $2.13万 | 加仓 |
| IWD | ISHARES TR | $724.17万 | 0.20% | 29,871 | 20,449 | 217.0% | $495.75万 | 加仓 |
| BLK | BLACKROCK INC | $726.49万 | 0.21% | 7,554 | -39 | -0.5% | -$3.75万 | 减仓 |
| NFLX | NETFLIX INC. | $728.29万 | 0.21% | 102,001 | 4,722 | 4.9% | $33.72万 | 加仓 |
| IJR | ISHARES TR | $736.00万 | 0.21% | 49,630 | 7,507 | 17.8% | $111.33万 | 加仓 |
| IWF | ISHARES TR | $737.03万 | 0.21% | 59,356 | -8,868 | -13.0% | -$110.11万 | 减仓 |
| PLD | PROLOGIS INC. | $746.44万 | 0.21% | 55,100 | 1,081 | 2.0% | $14.64万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $753.33万 | 0.21% | 165,602 | 6,411 | 4.0% | $29.16万 | 加仓 |
| IJT | ISHARES TR | $757.99万 | 0.21% | 42,440 | -82 | -0.2% | -$1.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $763.97万 | 0.22% | 52,096 | 1,405 | 2.8% | $20.60万 | 加仓 |
| IVV | ISHARES TR | $765.09万 | 0.22% | 10,216 | 113 | 1.1% | $8.46万 | 加仓 |
| VB | VANGUARD INDEX FDS | $773.74万 | 0.22% | 25,525 | -7,903 | -23.6% | -$239.56万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $779.61万 | 0.22% | 138,769 | 1,711 | 1.2% | $9.61万 | 加仓 |
| MDB | MONGODB INC | $781.30万 | 0.22% | 23,260 | -1,910 | -7.6% | -$64.16万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $792.65万 | 0.22% | 163,196 | -2,383 | -1.4% | -$11.57万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $798.94万 | 0.23% | 46,957 | -128 | -0.3% | -$2.18万 | 减仓 |
| IWM | ISHARES TR | $800.14万 | 0.23% | 26,631 | 62 | 0.2% | $1.86万 | 加仓 |
| LOW | LOWES COS INC | $804.54万 | 0.23% | 36,488 | 879 | 2.5% | $19.38万 | 加仓 |
| AGCO | AGCO CORP | $807.34万 | 0.23% | 67,447 | 568 | 0.8% | $6.80万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $809.41万 | 0.23% | 100,760 | 691 | 0.7% | $5.55万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $814.81万 | 0.23% | 20,815 | 369 | 1.8% | $14.44万 | 加仓 |
| PTMC | PACER FDS TR | $815.50万 | 0.23% | 194,954 | 3,241 | 1.7% | $13.56万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $817.85万 | 0.23% | 72,543 | 156 | 0.2% | $1.76万 | 加仓 |
| AFL | AFLAC INC | $824.30万 | 0.23% | 70,302 | 472 | 0.7% | $5.53万 | 加仓 |
| EOG | EOG RES INC | $827.76万 | 0.23% | 63,805 | 5 | 0.0% | $649 | 加仓 |
| LEA | LEAR CORP | $854.79万 | 0.24% | 63,761 | 35 | 0.1% | $4,692 | 加仓 |
| MA | MASTERCARD INCORPORATED | $860.37万 | 0.24% | 16,751 | -185 | -1.1% | -$9.50万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $861.61万 | 0.24% | 48,338 | -412 | -0.8% | -$7.34万 | 减仓 |
| MCK | MCKESSON CORP | $865.80万 | 0.24% | 11,458 | 134 | 1.2% | $10.13万 | 加仓 |
| MCD | MCDONALDS CORP | $868.96万 | 0.25% | 32,146 | 239 | 0.7% | $6.46万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $874.83万 | 0.25% | 202,601 | 197 | 0.1% | $8,506 | 加仓 |
| LLY | ELI LILLY & CO | $885.19万 | 0.25% | 7,377 | 188 | 2.6% | $22.56万 | 加仓 |
| RH | RH | $888.47万 | 0.25% | 53,935 | -5,664 | -9.5% | -$93.30万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $890.35万 | 0.25% | 18,642 | 1,133 | 6.5% | $54.11万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $890.68万 | 0.25% | 71,391 | 14,013 | 24.4% | $174.83万 | 加仓 |
| APH | AMPHENOL CORP | $893.89万 | 0.25% | 50,697 | 515 | 1.0% | $9.08万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $899.99万 | 0.25% | 32,004 | 157 | 0.5% | $4.42万 | 加仓 |
| BAC | BANK OF AMER CORP | $904.65万 | 0.26% | 158,765 | 2,498 | 1.6% | $14.23万 | 加仓 |
| ETN | EATON CORP PLC | $919.32万 | 0.26% | 21,576 | 62 | 0.3% | $2.64万 | 加仓 |
| VO | VANGUARD INDEX FDS | $927.63万 | 0.26% | 115,133 | 3,865 | 3.5% | $31.14万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $929.01万 | 0.26% | 27,242 | -114 | -0.4% | -$3.89万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $932.79万 | 0.26% | 202,165 | 4,323 | 2.2% | $19.95万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $941.38万 | 0.27% | 6,809 | -266 | -3.8% | -$36.78万 | 减仓 |
| MRK | MERCK & CO INC | $941.60万 | 0.27% | 73,273 | -1,602 | -2.1% | -$20.59万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $942.45万 | 0.27% | 109,408 | 6,952 | 6.8% | $59.89万 | 加仓 |
| NVO | NOVO-NORDISK A S | $946.41万 | 0.27% | 197,413 | -11,442 | -5.5% | -$54.85万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $952.87万 | 0.27% | 83,813 | 1,696 | 2.1% | $19.28万 | 加仓 |
| APA | APA CORPORATION | $961.61万 | 0.27% | 295,244 | -21,129 | -6.7% | -$68.82万 | 减仓 |
| EMXC | ISHARES INC | $989.07万 | 0.28% | 96,683 | 25,027 | 34.9% | $256.03万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $997.32万 | 0.28% | 63,109 | 5,111 | 8.8% | $80.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,005.11万 | 0.28% | 60,631 | 6,301 | 11.6% | $104.45万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,009.77万 | 0.29% | 4,852 | 33 | 0.7% | $6.87万 | 加仓 |
| QCOM | QUALCOMM INC | $1,033.06万 | 0.29% | 55,901 | 6 | 0.0% | $1,109 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,036.16万 | 0.29% | 255,337 | 1,523 | 0.6% | $6.18万 | 加仓 |
| PTNQ | PACER FDS TR | $1,038.79万 | 0.29% | 117,178 | 1,923 | 1.7% | $17.05万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,040.82万 | 0.29% | 48,917 | 3,409 | 7.5% | $72.53万 | 加仓 |
| SO | SOUTHERN CO | $1,049.62万 | 0.30% | 109,666 | 15,731 | 16.7% | $150.56万 | 加仓 |
| KO | COCA COLA CO | $1,079.11万 | 0.30% | 132,773 | 21,097 | 18.9% | $171.47万 | 加仓 |
| TJX | TJX COS INC NEW | $1,081.66万 | 0.31% | 71,396 | 897 | 1.3% | $13.59万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,099.34万 | 0.31% | 21,578 | 196 | 0.9% | $9.99万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,101.18万 | 0.31% | 59,454 | 9,711 | 19.5% | $179.86万 | 加仓 |