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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.43亿 | 4.04% | 493,660 | 8,166 | 1.7% | $236.29万 | 加仓 |
| — | ALPS ETF TR | $1.06亿 | 2.99% | 2,441,170 | 188,459 | 8.4% | $817.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.04亿 | 2.95% | 141,765 | -203 | -0.1% | -$14.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,789.03万 | 1.92% | 182,005 | 19,682 | 12.1% | $734.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,260.29万 | 1.77% | 312,879 | 17,759 | 6.0% | $355.33万 | 加仓 |
| AMZN | AMAZON COM INC | $6,073.50万 | 1.72% | 254,823 | 4,091 | 1.6% | $97.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5,820.43万 | 1.64% | 50,423 | -3,312 | -6.2% | -$382.31万 | 减仓 |
| GOOGL | ALPHABET INC | $5,344.32万 | 1.51% | 149,545 | -1,906 | -1.3% | -$68.12万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,823.88万 | 1.36% | 70,236 | 1,260 | 1.8% | $86.54万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,776.04万 | 1.35% | 543,471 | 14,506 | 2.7% | $127.48万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $4,580.99万 | 1.29% | 1,114,596 | -79,809 | -6.7% | -$328.02万 | 减仓 |
| AVGO | BROADCOM INC | $4,544.91万 | 1.28% | 120,314 | 3,699 | 3.2% | $139.73万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3,857.36万 | 1.09% | 467,614 | 5,893 | 1.3% | $48.61万 | 加仓 |
| ABBV | ABBVIE INC | $3,400.93万 | 0.96% | 135,146 | 2,912 | 2.2% | $73.28万 | 加仓 |
| USFR | WISDOMTREE TR | $3,306.26万 | 0.93% | 656,655 | 2,777 | 0.4% | $13.98万 | 加仓 |
| SMTH | ALPS ETF TR | $3,231.75万 | 0.91% | 1,255,537 | 17,395 | 1.4% | $44.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,213.44万 | 0.91% | 98,167 | 2,944 | 3.1% | $96.37万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,950.53万 | 0.83% | 283,812 | 4,090 | 1.5% | $42.52万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,719.82万 | 0.77% | 46,820 | -7,269 | -13.4% | -$422.26万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,701.66万 | 0.76% | 41,190 | 3,782 | 10.1% | $248.06万 | 加仓 |
| META | META PLATFORMS INC | $2,526.68万 | 0.71% | 44,855 | 639 | 1.4% | $35.99万 | 加仓 |
| SNDK | SANDISK CORP | $2,437.89万 | 0.69% | 10,722 | -8,608 | -44.5% | -$1,957.23万 | 减仓 |
| KLAC | KLA CORP | $2,430.89万 | 0.69% | 80,570 | 360 | 0.4% | $10.86万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,282.39万 | 0.64% | 75,333 | -516 | -0.7% | -$15.63万 | 减仓 |
| AGG | ISHARES TR | $2,201.36万 | 0.62% | 222,404 | -19,227 | -8.0% | -$190.31万 | 减仓 |
| PTLC | PACER FDS TR | $2,189.31万 | 0.62% | 375,782 | 8,616 | 2.3% | $50.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,158.48万 | 0.61% | 51,931 | -2,655 | -4.9% | -$110.35万 | 减仓 |
| WMT | WALMART INC | $2,137.17万 | 0.60% | 188,690 | 5,099 | 2.8% | $57.75万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,877.69万 | 0.53% | 231,642 | 5,030 | 2.2% | $40.77万 | 加仓 |
| C | CITIGROUP INC | $1,864.20万 | 0.53% | 133,194 | 1,355 | 1.0% | $18.96万 | 加仓 |
| GOOG | ALPHABET INC | $1,784.03万 | 0.50% | 50,492 | 535 | 1.1% | $18.90万 | 加仓 |
| MS | MORGAN STANLEY | $1,768.61万 | 0.50% | 84,606 | -79 | -0.1% | -$1.65万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,747.71万 | 0.49% | 47,230 | 9,499 | 25.2% | $351.50万 | 加仓 |
| CAT | CATERPILLAR INC | $1,721.42万 | 0.49% | 16,168 | 430 | 2.7% | $45.78万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,720.27万 | 0.49% | 106,491 | 19,312 | 22.2% | $311.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,673.81万 | 0.47% | 65,905 | -296 | -0.4% | -$7.52万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,670.37万 | 0.47% | 87,674 | 1,821 | 2.1% | $34.69万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $1,658.72万 | 0.47% | 276,915 | 7,135 | 2.6% | $42.74万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1,658.36万 | 0.47% | 165,571 | 3,624 | 2.2% | $36.30万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,642.87万 | 0.46% | 55,116 | -333 | -0.6% | -$9.93万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,630.61万 | 0.46% | 21,835 | -242 | -1.1% | -$18.07万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,530.92万 | 0.43% | 167,864 | 2,014 | 1.2% | $18.37万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,523.78万 | 0.43% | 173,607 | 1,923 | 1.1% | $16.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,520.26万 | 0.43% | 30,381 | -1,108 | -3.5% | -$55.44万 | 减仓 |
| CMI | CUMMINS INC | $1,489.45万 | 0.42% | 20,883 | 226 | 1.1% | $16.12万 | 加仓 |
| IVW | ISHARES TR | $1,455.61万 | 0.41% | 105,839 | -565 | -0.5% | -$7.77万 | 减仓 |
| GLD | SPDR GOLD TR | $1,446.33万 | 0.41% | 39,261 | -11,622 | -22.8% | -$428.14万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,443.47万 | 0.41% | 14,272 | 45 | 0.3% | $4.55万 | 加仓 |
| V | VISA INC | $1,417.25万 | 0.40% | 41,307 | -2,453 | -5.6% | -$84.16万 | 减仓 |
| IJH | ISHARES TR | $1,416.64万 | 0.40% | 183,726 | 4,618 | 2.6% | $35.61万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,412.78万 | 0.40% | 497,633 | 14,365 | 3.0% | $40.78万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,409.24万 | 0.40% | 537,264 | 35,370 | 7.0% | $92.78万 | 加仓 |
| COWZ | PACER FDS TR | $1,407.14万 | 0.40% | 226,228 | 7,337 | 3.4% | $45.64万 | 加仓 |
| PAAA | PGIM ETF TR | $1,371.88万 | 0.39% | 267,578 | 45,785 | 20.6% | $234.74万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $1,312.55万 | 0.37% | 975,150 | 123 | 0.0% | $1,656 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,276.29万 | 0.36% | 50,149 | -800 | -1.6% | -$20.36万 | 减仓 |
| HD | HOME DEPOT INC | $1,275.65万 | 0.36% | 36,170 | -628 | -1.7% | -$22.15万 | 减仓 |
| TWLO | TWILIO INC | $1,266.00万 | 0.36% | 61,358 | -2,892 | -4.5% | -$59.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,231.95万 | 0.35% | 13,169 | 114 | 0.9% | $10.66万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,215.82万 | 0.34% | 168,490 | 2,389 | 1.4% | $17.24万 | 加仓 |
| EFA | ISHARES TR | $1,189.18万 | 0.34% | 114,479 | 31,789 | 38.4% | $330.22万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,160.78万 | 0.33% | 366,061 | 98,179 | 36.7% | $311.33万 | 加仓 |
| CSCO | CISCO SYS INC | $1,156.78万 | 0.33% | 98,480 | 65 | 0.1% | $7,635 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,154.39万 | 0.33% | 15,966 | -374 | -2.3% | -$27.04万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,149.45万 | 0.32% | 26,525 | 1,036 | 4.1% | $44.89万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,143.98万 | 0.32% | 110,040 | 1,222 | 1.1% | $12.70万 | 加仓 |
| TSLA | TESLA INC | $1,113.75万 | 0.31% | 26,480 | 976 | 3.8% | $41.05万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,101.50万 | 0.31% | 46,551 | 1,245 | 2.7% | $29.46万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,101.18万 | 0.31% | 59,454 | 9,711 | 19.5% | $179.86万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,099.34万 | 0.31% | 21,578 | 196 | 0.9% | $9.99万 | 加仓 |
| TJX | TJX COS INC NEW | $1,081.66万 | 0.31% | 71,396 | 897 | 1.3% | $13.59万 | 加仓 |
| KO | COCA COLA CO | $1,079.11万 | 0.30% | 132,773 | 21,097 | 18.9% | $171.47万 | 加仓 |
| SO | SOUTHERN CO | $1,049.62万 | 0.30% | 109,666 | 15,731 | 16.7% | $150.56万 | 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 |
| PTNQ | PACER FDS TR | $1,038.79万 | 0.29% | 117,178 | 1,923 | 1.7% | $17.05万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,036.16万 | 0.29% | 255,337 | 1,523 | 0.6% | $6.18万 | 加仓 |
| QCOM | QUALCOMM INC | $1,033.06万 | 0.29% | 55,901 | 6 | 0.0% | $1,109 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,009.77万 | 0.29% | 4,852 | 33 | 0.7% | $6.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,005.11万 | 0.28% | 60,631 | 6,301 | 11.6% | $104.45万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $997.32万 | 0.28% | 63,109 | 5,111 | 8.8% | $80.77万 | 加仓 |
| EMXC | ISHARES INC | $989.07万 | 0.28% | 96,683 | 25,027 | 34.9% | $256.03万 | 加仓 |
| APA | APA CORPORATION | $961.61万 | 0.27% | 295,244 | -21,129 | -6.7% | -$68.82万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $952.87万 | 0.27% | 83,813 | 1,696 | 2.1% | $19.28万 | 加仓 |
| NVO | NOVO-NORDISK A S | $946.41万 | 0.27% | 197,413 | -11,442 | -5.5% | -$54.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $942.45万 | 0.27% | 109,408 | 6,952 | 6.8% | $59.89万 | 加仓 |
| MRK | MERCK & CO INC | $941.60万 | 0.27% | 73,273 | -1,602 | -2.1% | -$20.59万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $941.38万 | 0.27% | 6,809 | -266 | -3.8% | -$36.78万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $932.79万 | 0.26% | 202,165 | 4,323 | 2.2% | $19.95万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $929.01万 | 0.26% | 27,242 | -114 | -0.4% | -$3.89万 | 减仓 |
| VO | VANGUARD INDEX FDS | $927.63万 | 0.26% | 115,133 | 3,865 | 3.5% | $31.14万 | 加仓 |
| ETN | EATON CORP PLC | $919.32万 | 0.26% | 21,576 | 62 | 0.3% | $2.64万 | 加仓 |
| BAC | BANK OF AMER CORP | $904.65万 | 0.26% | 158,765 | 2,498 | 1.6% | $14.23万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $899.99万 | 0.25% | 32,004 | 157 | 0.5% | $4.42万 | 加仓 |
| APH | AMPHENOL CORP | $893.89万 | 0.25% | 50,697 | 515 | 1.0% | $9.08万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $890.68万 | 0.25% | 71,391 | 14,013 | 24.4% | $174.83万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $890.35万 | 0.25% | 18,642 | 1,133 | 6.5% | $54.11万 | 加仓 |
| RH | RH | $888.47万 | 0.25% | 53,935 | -5,664 | -9.5% | -$93.30万 | 减仓 |
| LLY | ELI LILLY & CO | $885.19万 | 0.25% | 7,377 | 188 | 2.6% | $22.56万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $874.83万 | 0.25% | 202,601 | 197 | 0.1% | $8,506 | 加仓 |
| MCD | MCDONALDS CORP | $868.96万 | 0.25% | 32,146 | 239 | 0.7% | $6.46万 | 加仓 |