A4 Wealth Advisors LLC
HUNTERSVILLE NC · SEC CIK 0002033987
$1.51亿2026Q2 申报市值
92持仓数
58.0%前十大占比 · 第一大 12.7%
15 / 28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
VOO 加仓+$1,132.90万
SCHR 加仓+$513.01万
IALT 新建仓+$411.67万
CORO 加仓+$278.09万
JIG 新建仓+$254.97万
2026Q2 卖出最多 按季末市值估算
TLH 减仓-$456.91万
QUAL 减仓-$298.50万
JIVE 减仓-$270.28万
SPYM 减仓-$110.06万
THRO 减仓-$102.61万
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 |
|---|---|---|---|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC | $177.06万 | 1.17% | 3,605 | 156 | 4.5% | $7.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $186.98万 | 1.24% | 5,712 | 531 | 10.2% | $17.38万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $187.86万 | 1.25% | 40,132 | 9,413 | 30.6% | $44.06万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $197.35万 | 1.31% | 40,750 | 7,389 | 22.1% | $35.79万 | 加仓 |
| TFI | SPDR SERIES TRUST | $237.37万 | 1.57% | 51,827 | 51,827 | — | $237.37万 | 新建仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $254.97万 | 1.69% | 29,248 | 29,248 | — | $254.97万 | 新建仓 |
| TLH | ISHARES TR | $284.82万 | 1.89% | 28,383 | -45,532 | -61.6% | -$456.91万 | 减仓 |
| SHLD | GLOBAL X FDS | $340.71万 | 2.26% | 57,062 | 18,424 | 47.7% | $110.01万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $343.03万 | 2.27% | 79,571 | -23,802 | -23.0% | -$102.61万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $348.53万 | 2.31% | 69,194 | 10,866 | 18.6% | $54.73万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $411.67万 | 2.73% | 146,764 | 146,764 | — | $411.67万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $419.76万 | 2.78% | 25,985 | -3,109 | -10.7% | -$50.22万 | 减仓 |
| IEMG | ISHARES INC | $424.92万 | 2.82% | 51,294 | -10,077 | -16.4% | -$83.48万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $609.86万 | 4.04% | 115,680 | -727 | -0.6% | -$3.83万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $675.30万 | 4.48% | 273,845 | 208,034 | 316.1% | $513.01万 | 加仓 |
| IVE | ISHARES TR | $938.64万 | 6.22% | 41,339 | 1,792 | 4.5% | $40.69万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,019.20万 | 6.76% | 149,860 | 27,051 | 22.0% | $183.97万 | 加仓 |
| IVW | ISHARES TR | $1,039.43万 | 6.89% | 75,578 | 13,055 | 20.9% | $179.55万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,290.43万 | 8.56% | 352,577 | 75,980 | 27.5% | $278.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,917.44万 | 12.72% | 27,918 | 16,495 | 144.4% | $1,132.90万 | 加仓 |