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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $207.87万 | 0.06% | 24,315 | 2,218 | 10.0% | $18.96万 | 加仓 |
| AYI | ACUITY INC | $205.10万 | 0.06% | 5,445 | -320 | -5.6% | -$12.05万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $204.02万 | 0.06% | 69,679 | -8,808 | -11.2% | -$25.79万 | 减仓 |
| SHEL | SHELL PLC | $200.88万 | 0.06% | 25,906 | -411 | -1.6% | -$3.19万 | 减仓 |
| LQD | ISHARES TR | $200.12万 | 0.06% | 18,347 | 623 | 3.5% | $6.80万 | 加仓 |
| VSEC | VSE CORP | $199.89万 | 0.06% | 8,748 | 2,321 | 36.1% | $53.04万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $199.81万 | 0.06% | 6,523 | 342 | 5.5% | $10.48万 | 加仓 |
| VGT | VANGUARD WORLD FD | $199.08万 | 0.06% | 16,656 | 112 | 0.7% | $1.34万 | 加仓 |
| MGC | VANGUARD WORLD FD | $198.20万 | 0.06% | 7,243 | 253 | 3.6% | $6.92万 | 加仓 |
| VALE | VALE S A | $196.41万 | 0.06% | 130,589 | 3,443 | 2.7% | $5.18万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $193.96万 | 0.05% | 12,357 | 53 | 0.4% | $8,319 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $193.17万 | 0.05% | 32,751 | 12,619 | 62.7% | $74.43万 | 加仓 |
| PFF | ISHARES TR | $192.64万 | 0.05% | 63,177 | -23,843 | -27.4% | -$72.70万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $190.86万 | 0.05% | 25,999 | 4,343 | 20.1% | $31.88万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $190.07万 | 0.05% | 14,264 | 4,437 | 45.2% | $59.13万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $188.41万 | 0.05% | 8,615 | 1,575 | 22.4% | $34.45万 | 加仓 |
| RY | ROYAL BK CDA | $185.78万 | 0.05% | 8,976 | 135 | 1.5% | $2.79万 | 加仓 |
| HDV | ISHARES TR | $185.50万 | 0.05% | 67,676 | -59,239 | -46.7% | -$162.37万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $185.43万 | 0.05% | 20,580 | 2,037 | 11.0% | $18.35万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $184.13万 | 0.05% | 6,945 | -1,057 | -13.2% | -$28.02万 | 减仓 |
| IEI | ISHARES TR | $183.37万 | 0.05% | 15,612 | 712 | 4.8% | $8.36万 | 加仓 |
| IDEV | ISHARES TR | $182.87万 | 0.05% | 20,545 | 850 | 4.3% | $7.57万 | 加仓 |
| CALF | PACER FDS TR | $182.58万 | 0.05% | 36,075 | 972 | 2.8% | $4.92万 | 加仓 |
| QUAL | ISHARES TR | $182.09万 | 0.05% | 8,298 | -54 | -0.6% | -$1.18万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $181.77万 | 0.05% | 23,699 | -5,828 | -19.7% | -$44.70万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $181.66万 | 0.05% | 35,863 | 372 | 1.0% | $1.88万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $181.54万 | 0.05% | 23,300 | 2,375 | 11.4% | $18.50万 | 加仓 |
| SHOP | SHOPIFY INC | $181.33万 | 0.05% | 15,881 | 57 | 0.4% | $6,508 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $180.93万 | 0.05% | 39,891 | -500 | -1.2% | -$2.27万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $180.75万 | 0.05% | 37,320 | 2,402 | 6.9% | $11.63万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $180.17万 | 0.05% | 6,323 | 6,323 | — | $180.17万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $179.24万 | 0.05% | 35,571 | 2,439 | 7.4% | $12.29万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $178.83万 | 0.05% | 13,991 | 119 | 0.9% | $1.52万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $177.81万 | 0.05% | 2,330 | 302 | 14.9% | $23.05万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $175.11万 | 0.05% | 23,270 | 108 | 0.5% | $8,127 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $175.09万 | 0.05% | 73,537 | 25,338 | 52.6% | $60.33万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $173.39万 | 0.05% | 48,636 | 6,442 | 15.3% | $22.97万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $173.29万 | 0.05% | 11,860 | -942 | -7.4% | -$13.76万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $172.49万 | 0.05% | 4,423 | 104 | 2.4% | $4.06万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $172.33万 | 0.05% | 10,086 | 10,086 | — | $172.33万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $171.91万 | 0.05% | 23,764 | -446 | -1.8% | -$3.23万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $169.95万 | 0.05% | 29,492 | -7,225 | -19.7% | -$41.63万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $168.88万 | 0.05% | 4,618 | 140 | 3.1% | $5.12万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $168.11万 | 0.05% | 8,767 | 2,937 | 50.4% | $56.32万 | 加仓 |
| WMB | WILLIAMS COS INC | $165.45万 | 0.05% | 22,255 | 519 | 2.4% | $3.86万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $163.09万 | 0.05% | 121,802 | 29,084 | 31.4% | $38.94万 | 加仓 |
| CXT | CRANE NXT CO | $163.07万 | 0.05% | 31,874 | 559 | 1.8% | $2.86万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $161.49万 | 0.05% | 37,433 | 1,095 | 3.0% | $4.72万 | 加仓 |
| ITOT | ISHARES TR | $161.22万 | 0.05% | 9,814 | -212 | -2.1% | -$3.48万 | 减仓 |
| EME | EMCOR GROUP INC | $160.61万 | 0.05% | 1,935 | -765 | -28.3% | -$63.50万 | 减仓 |
| GMAB | GENMAB A/S | $159.33万 | 0.05% | 58,000 | 977 | 1.7% | $2.68万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $158.96万 | 0.04% | 25,084 | -255 | -1.0% | -$1.62万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $158.65万 | 0.04% | 26,579 | 14,627 | 122.4% | $87.31万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $157.28万 | 0.04% | 20,782 | 20,782 | — | $157.28万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $156.14万 | 0.04% | 59,619 | -16,844 | -22.0% | -$44.11万 | 减仓 |
| EMR | EMERSON ELEC CO | $155.86万 | 0.04% | 10,887 | 96 | 0.9% | $1.37万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $155.18万 | 0.04% | 11,342 | 1,192 | 11.7% | $16.31万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $153.22万 | 0.04% | 15,158 | -165 | -1.1% | -$1.67万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $152.61万 | 0.04% | 59,081 | 2,959 | 5.3% | $7.64万 | 加仓 |
| QQQI | NEOS ETF TRUST | $152.31万 | 0.04% | 26,820 | 1,255 | 4.9% | $7.13万 | 加仓 |
| FRDM | EA SERIES TRUST | $152.02万 | 0.04% | 20,852 | -259 | -1.2% | -$1.89万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $151.15万 | 0.04% | 5,558 | 2,533 | 83.7% | $68.88万 | 加仓 |
| Z | ZILLOW GROUP INC | $150.09万 | 0.04% | 47,618 | -5,996 | -11.2% | -$18.90万 | 减仓 |
| QUS | SPDR SERIES TRUST | $149.26万 | 0.04% | 7,987 | 9 | 0.1% | $1,682 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $148.76万 | 0.04% | 7,220 | 295 | 4.3% | $6.08万 | 加仓 |
| TFLO | ISHARES TR | $148.54万 | 0.04% | 29,339 | 2,402 | 8.9% | $12.16万 | 加仓 |
| ALL | ALLSTATE CORP | $148.36万 | 0.04% | 6,235 | 259 | 4.3% | $6.16万 | 加仓 |
| DE | DEERE & CO | $147.74万 | 0.04% | 2,329 | 142 | 6.5% | $9.01万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $146.95万 | 0.04% | 7,324 | 1,742 | 31.2% | $34.95万 | 加仓 |
| B | BARRICK MNG CORP | $146.66万 | 0.04% | 39,928 | 769 | 2.0% | $2.82万 | 加仓 |
| WELL | WELLTOWER INC | $145.46万 | 0.04% | 6,408 | -72 | -1.1% | -$1.63万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $142.72万 | 0.04% | 16,470 | -576 | -3.4% | -$4.99万 | 减仓 |
| GEF | GREIF INC | $142.33万 | 0.04% | 19,107 | 1,471 | 8.3% | $10.96万 | 加仓 |
| PFE | PFIZER INC | $141.57万 | 0.04% | 58,789 | -7,774 | -11.7% | -$18.72万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $141.15万 | 0.04% | 48,604 | -565 | -1.1% | -$1.64万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $138.75万 | 0.04% | 13,929 | -109 | -0.8% | -$1.09万 | 减仓 |
| SHV | ISHARES TR | $138.23万 | 0.04% | 12,526 | 1,413 | 12.7% | $15.59万 | 加仓 |
| CVS | CVS HEALTH CORP | $136.92万 | 0.04% | 13,235 | 1,232 | 10.3% | $12.75万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $136.03万 | 0.04% | 12,051 | -1,587 | -11.6% | -$17.91万 | 减仓 |
| SAP | SAP SE | $133.94万 | 0.04% | 8,691 | 7,257 | 506.1% | $111.84万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $133.93万 | 0.04% | 7,952 | -387 | -4.6% | -$6.52万 | 减仓 |
| XAR | SPDR SERIES TRUST | $133.86万 | 0.04% | 4,717 | 2,153 | 84.0% | $61.10万 | 加仓 |
| SYK | STRYKER CORPORATION | $133.47万 | 0.04% | 4,239 | 49 | 1.2% | $1.54万 | 加仓 |
| EQT | EQT CORP | $132.77万 | 0.04% | 24,971 | 3,252 | 15.0% | $17.29万 | 加仓 |
| ITA | ISHARES TR | $132.27万 | 0.04% | 5,456 | -17 | -0.3% | -$4,121 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $132.17万 | 0.04% | 4,201 | 469 | 12.6% | $14.76万 | 加仓 |
| IRM | IRON MTN INC DEL | $131.83万 | 0.04% | 10,437 | -657 | -5.9% | -$8.30万 | 减仓 |
| IDV | ISHARES TR | $131.52万 | 0.04% | 31,744 | 2 | 0.0% | $83 | 加仓 |
| STIP | ISHARES TR | $130.87万 | 0.04% | 12,809 | 1,401 | 12.3% | $14.31万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $130.54万 | 0.04% | 1,856 | -1 | -0.1% | -$703 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $130.53万 | 0.04% | 2,843 | 25 | 0.9% | $1.15万 | 加仓 |
| NE | NOBLE CORP PLC | $130.20万 | 0.04% | 34,904 | -9,521 | -21.4% | -$35.51万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $130.04万 | 0.04% | 40,675 | -7,228 | -15.1% | -$23.11万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $129.96万 | 0.04% | 13,476 | 602 | 4.7% | $5.81万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $128.88万 | 0.04% | 11,140 | -2 | -0.0% | -$231 | 减仓 |
| FN | FABRINET | $127.42万 | 0.04% | 2,267 | -91 | -3.9% | -$5.11万 | 减仓 |
| NUE | NUCOR CORP | $127.35万 | 0.04% | 5,717 | 761 | 15.4% | $16.95万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $126.94万 | 0.04% | 43,178 | 2,494 | 6.1% | $7.33万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $126.61万 | 0.04% | 21,197 | 340 | 1.6% | $2.03万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $126.57万 | 0.04% | 5,332 | 4 | 0.1% | $949 | 加仓 |