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 |
|---|---|---|---|---|---|---|---|---|
| HPQ | HP INC | $0 | 0.00% | 0 | -107,115 | -100.0% | -$238.65万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -3,713 | -100.0% | -$165.62万 | 清仓 |
| SANM | SANMINA CORPORATION | $0 | 0.00% | 0 | -9,417 | -100.0% | -$141.32万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -5,629 | -100.0% | -$120.92万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,615 | -100.0% | -$102.86万 | 清仓 |
| IMCV | ISHARES TR | $0 | 0.00% | 0 | -12,368 | -100.0% | -$101.84万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,272 | -100.0% | -$56.58万 | 清仓 |
| FDUS | FIDUS INVT CORP | $0 | 0.00% | 0 | -27,051 | -100.0% | -$52.21万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -5,055 | -100.0% | -$43.27万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -227 | -100.0% | -$38.38万 | 清仓 |
| AOR | ISHARES TR | $0 | 0.00% | 0 | -5,684 | -100.0% | -$36.95万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -6,903 | -100.0% | -$34.52万 | 清仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $0 | 0.00% | 0 | -13,663 | -100.0% | -$31.53万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -8,098 | -100.0% | -$30.74万 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -3,062 | -100.0% | -$27.43万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -608 | -100.0% | -$25.38万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,335 | -100.0% | -$24.19万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -3,006 | -100.0% | -$24.06万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -6,438 | -100.0% | -$23.82万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -1,695 | -100.0% | -$22.92万 | 清仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | -5,615 | -100.0% | -$22.76万 | 清仓 |
| DVYE | ISHARES INC | $0 | 0.00% | 0 | -7,230 | -100.0% | -$22.53万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -988 | -100.0% | -$22.34万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -4,867 | -100.0% | -$22.21万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -2,560 | -100.0% | -$21.82万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -7,087 | -100.0% | -$21.64万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -4,955 | -100.0% | -$21.59万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -1,792 | -100.0% | -$21.56万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -4,608 | -100.0% | -$21.23万 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -5,145 | -100.0% | -$20.68万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,312 | -100.0% | -$20.59万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -1,670 | -100.0% | -$20.54万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -4,464 | -100.0% | -$20.49万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -1,659 | -100.0% | -$20.41万 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | -1,213 | -100.0% | -$20.30万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $0 | 0.00% | 0 | -10,373 | -100.0% | -$6.51万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -10,780 | -100.0% | -$5,753 | 清仓 |
| — | ACTINIUM PHARMACEUTICALS INC | $9,953 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| OCGN | OCUGEN INC | $3.08万 | 0.00% | 17,000 | -2,000 | -10.5% | -$3,620 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC | $4.19万 | 0.00% | 11,914 | -703 | -5.6% | -$2,475 | 减仓 |
| PSEC | PROSPECT CAP CORP | $4.74万 | 0.00% | 18,176 | 2 | 0.0% | $5 | 加仓 |
| MNKD | MANNKIND CORP | $5.17万 | 0.00% | 21,098 | 3,765 | 21.7% | $9,224 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $6.21万 | 0.00% | 13,305 | 1,959 | 17.3% | $9,148 | 加仓 |
| RWT | REDWOOD TRUST INC | $6.40万 | 0.00% | 11,406 | 20 | 0.2% | $112 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $6.85万 | 0.00% | 14,790 | 114 | 0.8% | $528 | 加仓 |
| DNN | DENISON MINES CORP | $7.67万 | 0.00% | 21,735 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $8.39万 | 0.00% | 16,454 | 196 | 1.2% | $1,000 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $9.46万 | 0.00% | 14,337 | 350 | 2.5% | $2,310 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $9.59万 | 0.00% | 12,747 | 295 | 2.4% | $2,219 | 加仓 |
| IMSR | TERRESTRIAL ENERGY INC | $9.83万 | 0.00% | 16,375 | 16,375 | — | $9.83万 | 新建仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $9.84万 | 0.00% | 20,263 | 1,846 | 10.0% | $8,963 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $11.32万 | 0.00% | 12,672 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $11.36万 | 0.00% | 11,328 | -2,196 | -16.2% | -$2.20万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $11.41万 | 0.00% | 11,679 | 188 | 1.6% | $1,837 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $11.55万 | 0.00% | 10,582 | 91 | 0.9% | $993 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $13.43万 | 0.00% | 11,134 | 11,134 | — | $13.43万 | 新建仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $13.72万 | 0.00% | 10,422 | 23 | 0.2% | $303 | 加仓 |
| SGRY | SURGERY PARTNERS INC | $14.13万 | 0.00% | 11,853 | 1,278 | 12.1% | $1.52万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $14.62万 | 0.00% | 13,102 | 8 | 0.1% | $89 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $14.63万 | 0.00% | 14,200 | 14,200 | — | $14.63万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $15.06万 | 0.00% | 17,552 | 79 | 0.5% | $678 | 加仓 |
| — | ISHARES ETHEREUM TR | $15.93万 | 0.01% | 10,062 | -235 | -2.3% | -$3,720 | 减仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $16.59万 | 0.01% | 11,972 | -1,652 | -12.1% | -$2.29万 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR | $17.08万 | 0.01% | 48,110 | 21 | 0.0% | $75 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $17.25万 | 0.01% | 17,567 | -4,115 | -19.0% | -$4.04万 | 减仓 |
| AI | C3 AI INC | $17.76万 | 0.01% | 21,096 | -5,431 | -20.5% | -$4.57万 | 减仓 |
| PCG | PG&E CORP | $17.93万 | 0.01% | 10,204 | 67 | 0.7% | $1,177 | 加仓 |
| — | LMP CAP & INCOME FD INC | $18.20万 | 0.01% | 12,192 | 12,192 | — | $18.20万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $19.17万 | 0.01% | 17,687 | 3,059 | 20.9% | $3.32万 | 加仓 |
| HLN | HALEON PLC | $19.45万 | 0.01% | 19,427 | -413 | -2.1% | -$4,134 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $20.13万 | 0.01% | 5,170 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $20.17万 | 0.01% | 898 | 898 | — | $20.17万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $20.18万 | 0.01% | 1,945 | 1,945 | — | $20.18万 | 新建仓 |
| MCO | MOODYS CORP | $20.19万 | 0.01% | 462 | -15 | -3.1% | -$6,555 | 减仓 |
| IBHG | ISHARES TR | $20.34万 | 0.01% | 9,191 | 6 | 0.1% | $133 | 加仓 |
| MSEX | MIDDLESEX WTR CO | $20.35万 | 0.01% | 3,910 | 3,910 | — | $20.35万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $20.36万 | 0.01% | 10,911 | 10,911 | — | $20.36万 | 新建仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $20.37万 | 0.01% | 4,350 | -43 | -1.0% | -$2,014 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $20.48万 | 0.01% | 1,777 | -33 | -1.8% | -$3,803 | 减仓 |
| CVSA | COVISTA INC | $20.48万 | 0.01% | 1,777 | -52 | -2.8% | -$5,993 | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $20.50万 | 0.01% | 726 | 726 | — | $20.50万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.56万 | 0.01% | 3,291 | -2,774 | -45.7% | -$17.33万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $20.58万 | 0.01% | 6,059 | -2,430 | -28.6% | -$8.25万 | 减仓 |
| IYM | ISHARES TR | $20.64万 | 0.01% | 1,173 | 1,173 | — | $20.64万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.66万 | 0.01% | 2,506 | 2,506 | — | $20.66万 | 新建仓 |
| IBHH | ISHARES TR | $20.66万 | 0.01% | 8,804 | 7 | 0.1% | $164 | 加仓 |
| COR | CENCORA INC | $20.83万 | 0.01% | 663 | 663 | — | $20.83万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $20.83万 | 0.01% | 9,304 | 147 | 1.6% | $3,291 | 加仓 |
| IQV | IQVIA HLDGS INC | $20.98万 | 0.01% | 1,230 | 21 | 1.7% | $3,581 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $20.99万 | 0.01% | 1,950 | 30 | 1.6% | $3,230 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $21.00万 | 0.01% | 11,229 | 11,229 | — | $21.00万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $21.07万 | 0.01% | 403 | -6 | -1.5% | -$3,136 | 减仓 |
| XBI | SPDR SERIES TRUST | $21.17万 | 0.01% | 1,657 | 1,657 | — | $21.17万 | 新建仓 |
| GVIP | GOLDMAN SACHS ETF TR | $21.22万 | 0.01% | 1,456 | -18 | -1.2% | -$2,623 | 减仓 |
| LGN | LEGENCE CORP | $21.50万 | 0.01% | 3,808 | 3,808 | — | $21.50万 | 新建仓 |
| CET | CENTRAL SECS CORP | $21.51万 | 0.01% | 4,331 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $21.54万 | 0.01% | 2,339 | 175 | 8.1% | $1.61万 | 加仓 |