A4 Wealth Advisors LLC
HUNTERSVILLE NC · SEC CIK 0002033987
$1.22亿2026Q1 申报市值
103持仓数
49.8%前十大占比 · 第一大 7.3%
17 / 46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
CORO 新建仓+$889.34万
VOO 加仓+$374.80万
JIVE 新建仓+$294.90万
BLCR 新建仓+$239.49万
TLH 加仓+$180.81万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$434.26万
EFV 减仓-$238.98万
IEMG 减仓-$142.36万
SIVR 清仓-$108.20万
SPYM 减仓-$99.41万
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 |
|---|---|---|---|---|---|---|---|---|
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -15,997 | -100.0% | -$108.20万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -16,832 | -100.0% | -$81.94万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -11,505 | -100.0% | -$44.01万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -6,533 | -100.0% | -$35.20万 | 清仓 |
| SMOT | VANECK ETF TRUST | $0 | 0.00% | 0 | -8,729 | -100.0% | -$31.60万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,267 | -100.0% | -$31.56万 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,830 | -100.0% | -$31.23万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -6,097 | -100.0% | -$30.84万 | 清仓 |
| PRFD | PIMCO ETF TR | $0 | 0.00% | 0 | -5,863 | -100.0% | -$30.20万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,106 | -100.0% | -$29.90万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -19,469 | -100.0% | -$27.94万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -13,206 | -100.0% | -$27.26万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -4,358 | -100.0% | -$27.01万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -2,291 | -100.0% | -$26.73万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,856 | -100.0% | -$26.62万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,157 | -100.0% | -$26.44万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,430 | -100.0% | -$26.28万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,778 | -100.0% | -$25.52万 | 清仓 |
| DABS | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -4,963 | -100.0% | -$25.27万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -4,539 | -100.0% | -$24.22万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -1,763 | -100.0% | -$23.83万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | -220 | -100.0% | -$23.54万 | 清仓 |
| — | COHEN & STEERS ETF TRUST | $0 | 0.00% | 0 | -7,576 | -100.0% | -$23.39万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -3,867 | -100.0% | -$23.21万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -673 | -100.0% | -$22.89万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -585 | -100.0% | -$22.76万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -2,042 | -100.0% | -$22.49万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -911 | -100.0% | -$22.44万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -2,891 | -100.0% | -$22.27万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -745 | -100.0% | -$22.07万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -1,044 | -100.0% | -$21.73万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -2,173 | -100.0% | -$21.55万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -1,169 | -100.0% | -$21.53万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -266 | -100.0% | -$21.53万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,904 | -100.0% | -$21.49万 | 清仓 |
| MHO | M/I HOMES INC | $0 | 0.00% | 0 | -1,674 | -100.0% | -$21.42万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,234 | -100.0% | -$21.41万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,643 | -100.0% | -$21.39万 | 清仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -4,229 | -100.0% | -$21.25万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -7,704 | -100.0% | -$21.18万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -1,798 | -100.0% | -$20.73万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -1,931 | -100.0% | -$20.28万 | 清仓 |
| CSHI | NEOS ETF TRUST | $0 | 0.00% | 0 | -4,037 | -100.0% | -$20.08万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -3,928 | -100.0% | -$20.07万 | 清仓 |
| — | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -17 | -100.0% | -$12.26万 | 清仓 |
| — | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -24 | -100.0% | -$1.66万 | 清仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $11.63万 | 0.09% | 15,972 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.08万 | 0.16% | 611 | -92 | -13.1% | -$3.02万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $20.10万 | 0.16% | 8,485 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR ETFS TRUST | $20.41万 | 0.17% | 4,167 | 4,167 | — | $20.41万 | 新建仓 |
| NFLX | NETFLIX INC. | $20.42万 | 0.17% | 2,124 | -263 | -11.0% | -$2.53万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.65万 | 0.17% | 7,135 | -718 | -9.1% | -$2.08万 | 减仓 |
| MO | ALTRIA GROUP INC | $20.76万 | 0.17% | 3,146 | -913 | -22.5% | -$6.03万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.05万 | 0.17% | 719 | 719 | — | $21.05万 | 新建仓 |
| ETN | EATON CORP PLC | $21.21万 | 0.17% | 593 | -450 | -43.1% | -$16.10万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $21.29万 | 0.17% | 2,074 | -1,277 | -38.1% | -$13.11万 | 减仓 |
| — | INVESCO GALAXY BITCOIN ETF | $21.37万 | 0.17% | 3,167 | -1,252 | -28.3% | -$8.45万 | 减仓 |
| MDT | MEDTRONIC PLC | $21.63万 | 0.18% | 2,496 | -1,715 | -40.7% | -$14.86万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $21.75万 | 0.18% | 4,404 | -484 | -9.9% | -$2.39万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.97万 | 0.18% | 3,877 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $22.34万 | 0.18% | 10,802 | -1,031 | -8.7% | -$2.13万 | 减仓 |
| GOOGL | ALPHABET INC | $23.18万 | 0.19% | 806 | 806 | — | $23.18万 | 新建仓 |
| — | EXXON MOBIL CORP | $23.74万 | 0.19% | 1,399 | -657 | -32.0% | -$11.15万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $23.93万 | 0.20% | 1,120 | -267 | -19.3% | -$5.70万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $24.71万 | 0.20% | 3,067 | 3,067 | — | $24.71万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.75万 | 0.20% | 915 | -317 | -25.7% | -$8.58万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.87万 | 0.20% | 519 | -218 | -29.6% | -$10.45万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $25.00万 | 0.20% | 5,688 | -386 | -6.4% | -$1.70万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $25.76万 | 0.21% | 1,269 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $25.96万 | 0.21% | 2,898 | -1,311 | -31.1% | -$11.75万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $26.00万 | 0.21% | 5,266 | -3,464 | -39.7% | -$17.10万 | 减仓 |
| EFG | ISHARES TR | $26.24万 | 0.21% | 2,356 | -565 | -19.3% | -$6.29万 | 减仓 |
| OEF | ISHARES TR | $26.27万 | 0.21% | 826 | -13,653 | -94.3% | -$434.26万 | 减仓 |
| MCD | MCDONALDS CORP | $26.45万 | 0.22% | 851 | -375 | -30.6% | -$11.66万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.62万 | 0.22% | 1,843 | -715 | -28.0% | -$10.33万 | 减仓 |
| V | VISA INC | $26.66万 | 0.22% | 882 | -234 | -21.0% | -$7.07万 | 减仓 |
| SPYI | NEOS ETF TRUST | $26.73万 | 0.22% | 5,414 | -9,856 | -64.5% | -$48.66万 | 减仓 |
| IETC | ISHARES U S ETF TR | $27.11万 | 0.22% | 3,067 | -1,938 | -38.7% | -$17.13万 | 减仓 |
| TGT | TARGET CORP | $27.66万 | 0.23% | 2,282 | -1,564 | -40.7% | -$18.96万 | 减仓 |
| CSX | CSX CORP | $27.83万 | 0.23% | 6,780 | 6,780 | — | $27.83万 | 新建仓 |
| IYW | ISHARES TR | $28.07万 | 0.23% | 1,547 | -555 | -26.4% | -$10.07万 | 减仓 |
| RTX | RTX CORPORATION | $28.61万 | 0.23% | 1,483 | -379 | -20.4% | -$7.31万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $29.11万 | 0.24% | 5,336 | 5,336 | — | $29.11万 | 新建仓 |
| IVV | ISHARES TR | $29.37万 | 0.24% | 450 | -192 | -29.9% | -$12.53万 | 减仓 |
| KO | COCA COLA CO | $29.86万 | 0.24% | 3,927 | -1,553 | -28.3% | -$11.81万 | 减仓 |
| WMT | WALMART INC | $29.93万 | 0.24% | 2,408 | -945 | -28.2% | -$11.74万 | 减仓 |
| BAC | BANK AMERICA CORP | $29.97万 | 0.24% | 6,147 | -2,475 | -28.7% | -$12.07万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $34.06万 | 0.28% | 2,601 | 4 | 0.2% | $524 | 加仓 |
| ITOT | ISHARES TR | $34.32万 | 0.28% | 2,409 | 2,409 | — | $34.32万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $35.27万 | 0.29% | 1,731 | 18 | 1.1% | $3,667 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $36.83万 | 0.30% | 1,550 | -1,087 | -41.2% | -$25.83万 | 减仓 |
| LLY | ELI LILLY & CO | $36.97万 | 0.30% | 402 | 402 | — | $36.97万 | 新建仓 |
| TLT | ISHARES TR | $41.82万 | 0.34% | 4,824 | 1,598 | 49.5% | $13.85万 | 加仓 |
| IUSB | ISHARES TR | $42.61万 | 0.35% | 9,225 | 10 | 0.1% | $462 | 加仓 |
| MS | MORGAN STANLEY | $42.79万 | 0.35% | 2,600 | -787 | -23.2% | -$12.95万 | 减仓 |
| CVX | CHEVRON CORPORATION | $42.82万 | 0.35% | 2,070 | -1,054 | -33.7% | -$21.80万 | 减仓 |
| LOW | LOWES COS INC | $42.86万 | 0.35% | 1,814 | 710 | 64.3% | $16.78万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $43.40万 | 0.35% | 1,327 | -136 | -9.3% | -$4.45万 | 减仓 |