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 |
|---|---|---|---|---|---|---|---|---|
| F | FORD MTR CO | $75.86万 | 0.02% | 54,577 | -9,611 | -15.0% | -$13.36万 | 减仓 |
| BROS | DUTCH BROS INC | $75.80万 | 0.02% | 10,556 | 329 | 3.2% | $2.36万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $75.46万 | 0.02% | 19,880 | 1,570 | 8.6% | $5.96万 | 加仓 |
| OKE | ONEOK INC NEW | $75.23万 | 0.02% | 8,652 | 145 | 1.7% | $1.26万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.02% | 1 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $73.62万 | 0.02% | 4,605 | 1,487 | 47.7% | $23.77万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $73.57万 | 0.02% | 15,717 | 587 | 3.9% | $2.75万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $73.51万 | 0.02% | 25,475 | 4,379 | 20.8% | $12.64万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $73.44万 | 0.02% | 2,506 | 30 | 1.2% | $8,791 | 加仓 |
| VHT | VANGUARD WORLD FD | $72.62万 | 0.02% | 2,428 | -117 | -4.6% | -$3.50万 | 减仓 |
| BRC | BRADY CORP | $72.34万 | 0.02% | 7,900 | -1,430 | -15.3% | -$13.09万 | 减仓 |
| ACWX | ISHARES TR | $72.18万 | 0.02% | 9,483 | 49 | 0.5% | $3,730 | 加仓 |
| MMM | 3M CO | $72.13万 | 0.02% | 4,454 | 231 | 5.5% | $3.74万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $71.88万 | 0.02% | 6,257 | -621 | -9.0% | -$7.13万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $71.86万 | 0.02% | 18,299 | -797 | -4.2% | -$3.13万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $71.71万 | 0.02% | 9,450 | -1,191 | -11.2% | -$9.04万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $71.46万 | 0.02% | 21,833 | 7,805 | 55.6% | $25.55万 | 加仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $71.28万 | 0.02% | 7,348 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $71.25万 | 0.02% | 15,837 | 65 | 0.4% | $2,924 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $71.10万 | 0.02% | 5,809 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $70.77万 | 0.02% | 6,912 | 69 | 1.0% | $7,065 | 加仓 |
| CVLT | COMMVAULT SYS INC | $70.74万 | 0.02% | 4,991 | 4,991 | — | $70.74万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $70.42万 | 0.02% | 19,100 | 1,914 | 11.1% | $7.06万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $70.24万 | 0.02% | 21,099 | 2,251 | 11.9% | $7.49万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $70.10万 | 0.02% | 3,227 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $69.15万 | 0.02% | 11,880 | 4,993 | 72.5% | $29.06万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $69.09万 | 0.02% | 10,226 | -1,000 | -8.9% | -$6.76万 | 减仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $68.77万 | 0.02% | 25,600 | 439 | 1.7% | $1.18万 | 加仓 |
| RGLD | ROYAL GOLD INC | $68.23万 | 0.02% | 3,418 | 122 | 3.7% | $2.44万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $67.97万 | 0.02% | 7,365 | 1,391 | 23.3% | $12.84万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $67.65万 | 0.02% | 20,828 | -5,162 | -19.9% | -$16.77万 | 减仓 |
| IWY | ISHARES TR | $67.63万 | 0.02% | 2,327 | 125 | 5.7% | $3.63万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $67.31万 | 0.02% | 13,089 | 1,056 | 8.8% | $5.43万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $67.23万 | 0.02% | 5,537 | 612 | 12.4% | $7.43万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $66.80万 | 0.02% | 21,477 | 21,477 | — | $66.80万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $66.79万 | 0.02% | 7,464 | -1,557 | -17.3% | -$13.93万 | 减仓 |
| IJK | ISHARES TR | $66.40万 | 0.02% | 5,650 | -715 | -11.2% | -$8.40万 | 减仓 |
| HYLB | DBX ETF TR | $66.33万 | 0.02% | 18,163 | 824 | 4.8% | $3.01万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $65.86万 | 0.02% | 13,064 | 77 | 0.6% | $3,882 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $65.59万 | 0.02% | 4,343 | 4,343 | — | $65.59万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $65.58万 | 0.02% | 83,222 | -861 | -1.0% | -$6,785 | 减仓 |
| YOU | CLEAR SECURE INC | $65.26万 | 0.02% | 11,709 | -7,792 | -40.0% | -$43.43万 | 减仓 |
| PYLD | PIMCO ETF TR | $65.25万 | 0.02% | 24,603 | 8,328 | 51.2% | $22.09万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $65.24万 | 0.02% | 7,790 | 1,798 | 30.0% | $15.06万 | 加仓 |
| SHY | ISHARES TR | $65.23万 | 0.02% | 7,944 | -26,773 | -77.1% | -$219.83万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $64.98万 | 0.02% | 1,275 | -228 | -15.2% | -$11.62万 | 减仓 |
| HYG | ISHARES TR | $64.94万 | 0.02% | 8,120 | -107 | -1.3% | -$8,558 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $64.79万 | 0.02% | 11,073 | -175 | -1.6% | -$1.02万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $64.63万 | 0.02% | 8,811 | -1,544 | -14.9% | -$11.33万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $64.55万 | 0.02% | 22,857 | 22,857 | — | $64.55万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $64.53万 | 0.02% | 13,525 | 1,864 | 16.0% | $8.89万 | 加仓 |
| MTZ | MASTEC INC | $63.99万 | 0.02% | 1,538 | 82 | 5.6% | $3.41万 | 加仓 |
| COWG | PACER FDS TR | $63.98万 | 0.02% | 15,935 | -4,156 | -20.7% | -$16.69万 | 减仓 |
| CI | THE CIGNA GROUP | $63.68万 | 0.02% | 2,309 | -79 | -3.3% | -$2.18万 | 减仓 |
| TQQQ | PROSHARES TR | $63.47万 | 0.02% | 7,836 | 899 | 13.0% | $7.28万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $62.97万 | 0.02% | 1,983 | 139 | 7.5% | $4.41万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $62.96万 | 0.02% | 38,959 | -4,121 | -9.6% | -$6.66万 | 减仓 |
| USB | US BANCORP | $62.93万 | 0.02% | 10,417 | -248 | -2.3% | -$1.50万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $62.47万 | 0.02% | 728 | -1,203 | -62.3% | -$103.22万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $62.12万 | 0.02% | 1,752 | 1,752 | — | $62.12万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $62.00万 | 0.02% | 5,604 | 74 | 1.3% | $8,187 | 加仓 |
| EFAV | ISHARES TR | $61.98万 | 0.02% | 7,067 | -10,104 | -58.8% | -$88.62万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $61.97万 | 0.02% | 25,985 | 13,135 | 102.2% | $31.33万 | 加仓 |
| EWY | ISHARES INC | $61.96万 | 0.02% | 3,069 | -9,405 | -75.4% | -$189.89万 | 减仓 |
| AME | AMETEK INC | $61.91万 | 0.02% | 2,559 | 63 | 2.5% | $1.52万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $61.78万 | 0.02% | 1,102 | -70 | -6.0% | -$3.92万 | 减仓 |
| WCC | WESCO INTL INC | $61.76万 | 0.02% | 1,788 | -46 | -2.5% | -$1.59万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $61.55万 | 0.02% | 5,202 | -1,589 | -23.4% | -$18.80万 | 减仓 |
| TFI | SPDR SERIES TRUST | $61.55万 | 0.02% | 13,438 | 30 | 0.2% | $1,374 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $61.49万 | 0.02% | 6,547 | -31 | -0.5% | -$2,912 | 减仓 |
| XEL | XCEL ENERGY INC | $61.32万 | 0.02% | 7,636 | 238 | 3.2% | $1.91万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $61.31万 | 0.02% | 20,878 | 260 | 1.3% | $7,636 | 加仓 |
| NGG | NATIONAL GRID PLC | $61.07万 | 0.02% | 7,369 | 786 | 11.9% | $6.51万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $60.87万 | 0.02% | 4,667 | -66 | -1.4% | -$8,608 | 减仓 |
| HAS | HASBRO INC | $60.38万 | 0.02% | 7,311 | 21 | 0.3% | $1,734 | 加仓 |
| EWJ | ISHARES INC | $60.32万 | 0.02% | 6,467 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $60.03万 | 0.02% | 74,018 | -16,185 | -17.9% | -$13.13万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $59.89万 | 0.02% | 23,322 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $59.27万 | 0.02% | 5,304 | 528 | 11.1% | $5.90万 | 加仓 |
| HQY | HEALTHEQUITY INC | $59.21万 | 0.02% | 6,556 | 642 | 10.9% | $5.80万 | 加仓 |
| KR | KROGER CO | $59.15万 | 0.02% | 10,652 | -3,207 | -23.1% | -$17.81万 | 减仓 |
| IOO | ISHARES TR | $58.77万 | 0.02% | 4,302 | -215 | -4.8% | -$2.94万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $58.68万 | 0.02% | 13,749 | 460 | 3.5% | $1.96万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $58.49万 | 0.02% | 7,656 | 7,656 | — | $58.49万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $58.02万 | 0.02% | 2,558 | 155 | 6.5% | $3.52万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $58.01万 | 0.02% | 9,392 | 236 | 2.6% | $1.46万 | 加仓 |
| DDOG | DATADOG INC | $56.99万 | 0.02% | 2,189 | 41 | 1.9% | $1.07万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $56.54万 | 0.02% | 11,472 | 207 | 1.8% | $1.02万 | 加仓 |
| AGYS | AGILYSYS INC | $56.39万 | 0.02% | 5,396 | 5,396 | — | $56.39万 | 新建仓 |
| MUNI | PIMCO ETF TR | $56.27万 | 0.02% | 10,698 | -52 | -0.5% | -$2,735 | 减仓 |
| ROST | ROSS STORES INC | $56.13万 | 0.02% | 2,637 | 190 | 7.8% | $4.04万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $56.09万 | 0.02% | 30,365 | 9,524 | 45.7% | $17.59万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $55.50万 | 0.02% | 10,604 | 34 | 0.3% | $1,780 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $55.50万 | 0.02% | 37,145 | -175 | -0.5% | -$2,615 | 减仓 |
| DHR | DANAHER CORP DEL | $54.90万 | 0.02% | 2,882 | 284 | 10.9% | $5.41万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $54.84万 | 0.02% | 21,388 | 2 | 0.0% | $51 | 加仓 |
| IGSB | ISHARES TR | $54.73万 | 0.02% | 10,443 | 186 | 1.8% | $9,748 | 加仓 |
| SNPS | SYNOPSYS INC | $54.61万 | 0.02% | 1,224 | -100 | -7.6% | -$4.46万 | 减仓 |
| IXUS | ISHARES TR | $54.30万 | 0.02% | 5,689 | 1,050 | 22.6% | $10.02万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $54.00万 | 0.02% | 3,099 | -251 | -7.5% | -$4.37万 | 减仓 |