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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.23亿 | 4.04% | 485,494 | -12,537 | -2.5% | -$318.17万 | 减仓 |
| — | ALPS ETF TR | $8,307.37万 | 2.73% | 2,252,711 | -408,696 | -15.4% | -$1,507.16万 | 减仓 |
| QQQ | INVESCO QQQ TR | $8,194.19万 | 2.69% | 141,968 | 21,042 | 17.4% | $1,214.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,008.41万 | 1.97% | 162,323 | 5,681 | 3.6% | $210.28万 | 加仓 |
| AMZN | AMAZON COM INC | $5,221.86万 | 1.71% | 250,732 | 6,775 | 2.8% | $141.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,146.69万 | 1.69% | 295,120 | 13,807 | 4.9% | $240.78万 | 加仓 |
| GOOGL | ALPHABET INC | $4,355.16万 | 1.43% | 151,451 | -9,326 | -5.8% | -$268.18万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $4,250.89万 | 1.40% | 1,194,405 | 34,504 | 3.0% | $122.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,121.66万 | 1.35% | 68,976 | 3,147 | 4.8% | $188.05万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,048.71万 | 1.33% | 528,965 | 166,691 | 46.0% | $1,275.86万 | 加仓 |
| AVGO | BROADCOM INC | $3,609.38万 | 1.18% | 116,615 | 2,420 | 2.1% | $74.90万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3,497.09万 | 1.15% | 461,721 | -49,315 | -9.7% | -$373.51万 | 减仓 |
| USFR | WISDOMTREE TR | $3,291.63万 | 1.08% | 653,878 | 13,466 | 2.1% | $67.79万 | 加仓 |
| SMTH | ALPS ETF TR | $3,188.84万 | 1.05% | 1,238,142 | -104,100 | -7.8% | -$268.11万 | 减仓 |
| ABBV | ABBVIE INC | $2,875.85万 | 0.94% | 132,234 | 485 | 0.4% | $10.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,800.67万 | 0.92% | 95,223 | -3,654 | -3.7% | -$107.47万 | 减仓 |
| MOAT | VANECK ETF TRUST | $2,704.93万 | 0.89% | 279,722 | -16,400 | -5.5% | -$158.59万 | 减仓 |
| META | META PLATFORMS INC | $2,529.50万 | 0.83% | 44,216 | 1,178 | 2.7% | $67.39万 | 加仓 |
| AGG | ISHARES TR | $2,398.67万 | 0.79% | 241,631 | 10,197 | 4.4% | $101.23万 | 加仓 |
| WMT | WALMART INC | $2,281.65万 | 0.75% | 183,591 | 1,541 | 0.8% | $19.15万 | 加仓 |
| GLD | SPDR GOLD TR | $2,189.48万 | 0.72% | 50,883 | 6,514 | 14.7% | $280.30万 | 加仓 |
| PTLC | PACER FDS TR | $1,926.16万 | 0.63% | 367,166 | 2,979 | 0.8% | $15.63万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,815.42万 | 0.60% | 53,735 | -24,506 | -31.3% | -$827.93万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,802.34万 | 0.59% | 75,849 | -688 | -0.9% | -$16.35万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1,622.56万 | 0.53% | 161,947 | -85 | -0.1% | -$8,516 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,618.23万 | 0.53% | 66,201 | -7,464 | -10.1% | -$182.45万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,594.59万 | 0.52% | 171,684 | -8,128 | -4.5% | -$75.49万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $1,561.49万 | 0.51% | 269,780 | -24,013 | -8.2% | -$138.99万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,547.31万 | 0.51% | 226,612 | 57,044 | 33.6% | $389.50万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $1,532.74万 | 0.50% | 975,027 | -7 | -0.0% | -$110 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,508.98万 | 0.50% | 31,489 | -4,689 | -13.0% | -$224.70万 | 减仓 |
| C | CITIGROUP INC | $1,495.20万 | 0.49% | 131,839 | -15,202 | -10.3% | -$172.41万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,477.02万 | 0.48% | 54,586 | 14,483 | 36.1% | $391.89万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,436.40万 | 0.47% | 108,818 | 295 | 0.3% | $3.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,435.82万 | 0.47% | 22,077 | -1,400 | -6.0% | -$91.05万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,434.25万 | 0.47% | 37,408 | 1,795 | 5.0% | $68.82万 | 加仓 |
| GOOG | ALPHABET INC | $1,432.80万 | 0.47% | 49,957 | 465 | 0.9% | $13.34万 | 加仓 |
| MS | MORGAN STANLEY | $1,393.67万 | 0.46% | 84,685 | 5,614 | 7.1% | $92.39万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,385.05万 | 0.45% | 483,268 | 616 | 0.1% | $1.77万 | 加仓 |
| COWZ | PACER FDS TR | $1,369.39万 | 0.45% | 218,891 | -18,807 | -7.9% | -$117.66万 | 减仓 |
| APA | APA CORPORATION | $1,342.69万 | 0.44% | 316,373 | -13,385 | -4.1% | -$56.81万 | 减仓 |
| V | VISA INC | $1,322.64万 | 0.43% | 43,760 | -1,248 | -2.8% | -$37.72万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1,319.98万 | 0.43% | 501,894 | -33,598 | -6.3% | -$88.36万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,300.84万 | 0.43% | 13,055 | 6,983 | 115.0% | $695.81万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,292.37万 | 0.42% | 21,382 | -2,980 | -12.2% | -$180.12万 | 减仓 |
| SNDK | SANDISK CORP | $1,228.11万 | 0.40% | 19,330 | -3,034 | -13.6% | -$192.76万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,210.47万 | 0.40% | 37,731 | 3,249 | 9.4% | $104.23万 | 加仓 |
| HD | HOME DEPOT INC | $1,210.22万 | 0.40% | 36,798 | 2,626 | 7.7% | $86.36万 | 加仓 |
| IJH | ISHARES TR | $1,209.25万 | 0.40% | 179,108 | 14,515 | 8.8% | $98.00万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,203.68万 | 0.40% | 14,227 | -795 | -5.3% | -$67.26万 | 减仓 |
| IVW | ISHARES TR | $1,203.54万 | 0.40% | 106,404 | -420 | -0.4% | -$4.75万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,194.76万 | 0.39% | 166,101 | 4,637 | 2.9% | $33.35万 | 加仓 |
| KLAC | KLA CORP | $1,181.12万 | 0.39% | 8,021 | -240 | -2.9% | -$35.34万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,141.00万 | 0.37% | 85,853 | 2,552 | 3.1% | $33.92万 | 加仓 |
| PAAA | PGIM ETF TR | $1,135.14万 | 0.37% | 221,793 | 16,423 | 8.0% | $84.05万 | 加仓 |
| TJX | TJX COS INC NEW | $1,125.81万 | 0.37% | 70,499 | -708 | -1.0% | -$11.31万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,124.20万 | 0.37% | 54,330 | 4,239 | 8.5% | $87.71万 | 加仓 |
| CAT | CATERPILLAR INC | $1,114.63万 | 0.37% | 15,738 | -2,976 | -15.9% | -$210.77万 | 减仓 |
| CMI | CUMMINS INC | $1,111.43万 | 0.36% | 20,657 | -1,244 | -5.7% | -$66.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,100.33万 | 0.36% | 54,089 | 2,449 | 4.7% | $49.82万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,076.50万 | 0.35% | 55,449 | 2,297 | 4.3% | $44.59万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $1,076.27万 | 0.35% | 165,579 | 48,401 | 41.3% | $314.61万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,071.56万 | 0.35% | 165,850 | 41,005 | 32.8% | $264.93万 | 加仓 |
| MCD | MCDONALDS CORP | $991.68万 | 0.33% | 31,907 | 1,902 | 6.3% | $59.11万 | 加仓 |
| MCK | MCKESSON CORP | $980.05万 | 0.32% | 11,324 | -415 | -3.5% | -$35.92万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $977.37万 | 0.32% | 87,179 | 8,302 | 10.5% | $93.07万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $974.36万 | 0.32% | 45,306 | 3,199 | 7.6% | $68.80万 | 加仓 |
| TSLA | TESLA INC | $948.11万 | 0.31% | 25,504 | 2,360 | 10.2% | $87.73万 | 加仓 |
| NFLX | NETFLIX INC. | $935.34万 | 0.31% | 97,279 | 14,441 | 17.4% | $138.85万 | 加仓 |
| EOG | EOG RES INC | $922.37万 | 0.30% | 63,800 | 15,875 | 33.1% | $229.51万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $912.72万 | 0.30% | 253,814 | 137,769 | 118.7% | $495.42万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $908.36万 | 0.30% | 4,819 | -45 | -0.9% | -$8.48万 | 减仓 |
| SO | SOUTHERN CO | $906.67万 | 0.30% | 93,935 | 45,571 | 94.2% | $439.85万 | 加仓 |
| MRK | MERCK & CO INC | $900.58万 | 0.30% | 74,875 | -6,482 | -8.0% | -$77.96万 | 减仓 |
| — | EXXON MOBIL CORP | $879.01万 | 0.29% | 51,808 | -22,392 | -30.2% | -$379.92万 | 减仓 |
| VB | VANGUARD INDEX FDS | $875.55万 | 0.29% | 33,428 | 1,051 | 3.2% | $27.53万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $873.40万 | 0.29% | 45,508 | 2,618 | 6.1% | $50.25万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $858.96万 | 0.28% | 57,998 | 1,738 | 3.1% | $25.74万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $855.36万 | 0.28% | 202,404 | -161 | -0.1% | -$6,804 | 减仓 |
| KO | COCA COLA CO | $849.31万 | 0.28% | 111,676 | 8,776 | 8.5% | $66.74万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $848.08万 | 0.28% | 187,503 | 83,487 | 80.3% | $377.61万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $847.37万 | 0.28% | 72,387 | -533 | -0.7% | -$6.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $846.30万 | 0.28% | 16,936 | 150 | 0.9% | $7.50万 | 加仓 |
| LOW | LOWES COS INC | $841.38万 | 0.28% | 35,609 | 286 | 0.8% | $6.76万 | 加仓 |
| PTNQ | PACER FDS TR | $840.90万 | 0.28% | 115,255 | 469 | 0.4% | $3.42万 | 加仓 |
| RH | RH | $833.31万 | 0.27% | 59,599 | 11,904 | 25.0% | $166.44万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $830.15万 | 0.27% | 197,842 | -341 | -0.2% | -$1.43万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $821.86万 | 0.27% | 267,882 | 2,114 | 0.8% | $6.49万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $821.13万 | 0.27% | 1,950 | 50 | 2.6% | $21.05万 | 加仓 |
| TWLO | TWILIO INC | $808.39万 | 0.27% | 64,250 | -3,605 | -5.3% | -$45.36万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $804.29万 | 0.26% | 49,743 | 15,290 | 44.4% | $247.22万 | 加仓 |
| EFA | ISHARES TR | $802.93万 | 0.26% | 82,690 | -39,541 | -32.3% | -$383.95万 | 减仓 |
| PSX | PHILLIPS 66 | $801.35万 | 0.26% | 43,985 | -4,056 | -8.4% | -$73.89万 | 减仓 |
| VO | VANGUARD INDEX FDS | $798.87万 | 0.26% | 27,817 | 3,810 | 15.9% | $109.42万 | 加仓 |
| AGCO | AGCO CORP | $774.93万 | 0.25% | 66,879 | 283 | 0.4% | $3.28万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $773.62万 | 0.25% | 7,075 | -227 | -3.1% | -$24.82万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $771.94万 | 0.25% | 31,847 | 2,815 | 9.7% | $68.23万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $771.68万 | 0.25% | 161,709 | -485 | -0.3% | -$2.31万 | 减仓 |
| LEA | LEAR CORP | $771.60万 | 0.25% | 63,726 | -1,597 | -2.4% | -$19.34万 | 减仓 |
| ETN | EATON CORP PLC | $769.44万 | 0.25% | 21,514 | -2,546 | -10.6% | -$91.06万 | 减仓 |