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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $45.52万 | 0.37% | 700 | 700 | — | $45.52万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $46.73万 | 0.38% | 10,344 | -8,647 | -45.5% | -$39.07万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.37万 | 0.40% | 572 | -204 | -26.3% | -$17.25万 | 减仓 |
| META | META PLATFORMS INC | $48.40万 | 0.40% | 846 | -135 | -13.8% | -$7.72万 | 减仓 |
| D | DOMINION ENERGY INC | $49.20万 | 0.40% | 7,959 | 7,959 | — | $49.20万 | 新建仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $51.76万 | 0.42% | 13,820 | -942 | -6.4% | -$3.53万 | 减仓 |
| BIL | SPDR SERIES TRUST | $52.43万 | 0.43% | 5,721 | 148 | 2.7% | $1.36万 | 加仓 |
| AVGO | BROADCOM INC | $52.49万 | 0.43% | 1,696 | -269 | -13.7% | -$8.33万 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $54.45万 | 0.44% | 19,448 | -6,918 | -26.2% | -$19.37万 | 减仓 |
| TBIL | RBB FD INC | $59.93万 | 0.49% | 12,020 | 12,020 | — | $59.93万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $61.31万 | 0.50% | 2,508 | 1,445 | 135.9% | $35.32万 | 加仓 |
| EFV | ISHARES TR | $63.43万 | 0.52% | 8,531 | -32,143 | -79.0% | -$238.98万 | 减仓 |
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $65.03万 | 0.53% | 1,000 | 1,000 | — | $65.03万 | 新建仓 |
| RECS | COLUMBIA ETF TR I | $65.66万 | 0.54% | 16,845 | -8,089 | -32.4% | -$31.53万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $69.92万 | 0.57% | 8,677 | -3,894 | -31.0% | -$31.38万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $70.63万 | 0.58% | 15,472 | -8,197 | -34.6% | -$37.42万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $73.62万 | 0.60% | 15,611 | -6,464 | -29.3% | -$30.48万 | 减仓 |
| GOOG | ALPHABET INC | $77.42万 | 0.63% | 2,699 | -947 | -26.0% | -$27.17万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $85.95万 | 0.70% | 10,131 | -5,112 | -33.5% | -$43.37万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $90.90万 | 0.74% | 18,221 | 5,221 | 40.2% | $26.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $99.50万 | 0.81% | 2,688 | -99 | -3.6% | -$3.66万 | 减仓 |
| — | TRANE TECHNOLOGIES PLC 看跌期权 | $100.02万 | 0.82% | 2,400 | 2,400 | — | $100.02万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $102.01万 | 0.83% | 26,552 | 11,331 | 74.4% | $43.53万 | 加仓 |
| GLDM | WORLD GOLD TR | $109.58万 | 0.90% | 11,822 | -998 | -7.8% | -$9.25万 | 减仓 |
| IAU | ISHARES GOLD TR | $112.97万 | 0.92% | 12,814 | -7,539 | -37.0% | -$66.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $126.06万 | 1.03% | 7,228 | -310 | -4.1% | -$5.41万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $134.63万 | 1.10% | 25,925 | -12,129 | -31.9% | -$62.99万 | 减仓 |
| AAPL | APPLE INC | $135.18万 | 1.10% | 5,326 | 1,175 | 28.3% | $29.82万 | 加仓 |
| USEW | EA SERIES TRUST | $139.46万 | 1.14% | 28,531 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $143.73万 | 1.17% | 3,449 | -1 | -0.0% | -$417 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $144.23万 | 1.18% | 30,719 | 6,275 | 25.7% | $29.46万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $152.41万 | 1.25% | 5,181 | 24 | 0.5% | $7,060 | 加仓 |
| AMZN | AMAZON COM INC | $157.56万 | 1.29% | 7,565 | 3,245 | 75.1% | $67.58万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $160.30万 | 1.31% | 33,361 | 29,204 | 702.5% | $140.32万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $163.94万 | 1.34% | 65,811 | 65,811 | — | $163.94万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $168.66万 | 1.38% | 73,393 | 59,534 | 429.6% | $136.81万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $194.19万 | 1.59% | 25,371 | -12,988 | -33.9% | -$99.41万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $239.49万 | 1.96% | 58,328 | 58,328 | — | $239.49万 | 新建仓 |
| SHLD | GLOBAL X FDS | $273.71万 | 2.24% | 38,638 | 15,909 | 70.0% | $112.70万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $294.90万 | 2.41% | 34,435 | 34,435 | — | $294.90万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $326.17万 | 2.66% | 29,094 | 7,360 | 33.9% | $82.51万 | 加仓 |
| QUAL | ISHARES TR | $334.69万 | 2.73% | 17,449 | 3,282 | 23.2% | $62.95万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $374.42万 | 3.06% | 103,373 | 25,735 | 33.1% | $93.21万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $383.56万 | 3.13% | 116,407 | 33,827 | 41.0% | $111.46万 | 加仓 |
| IEMG | ISHARES INC | $428.06万 | 3.50% | 61,371 | -20,410 | -25.0% | -$142.36万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $682.61万 | 5.58% | 11,423 | 6,272 | 121.8% | $374.80万 | 加仓 |
| IVW | ISHARES TR | $707.19万 | 5.78% | 62,523 | 15,732 | 33.6% | $177.94万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $714.50万 | 5.84% | 122,809 | 207 | 0.2% | $1.20万 | 加仓 |
| TLH | ISHARES TR | $744.47万 | 6.08% | 73,915 | 17,952 | 32.1% | $180.81万 | 加仓 |
| IVE | ISHARES TR | $835.04万 | 6.82% | 39,547 | 6,697 | 20.4% | $141.41万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $889.34万 | 7.27% | 276,597 | 276,597 | — | $889.34万 | 新建仓 |