13F 机构持仓

A4 Wealth Advisors LLC

HUNTERSVILLE NC · SEC CIK 0002033987

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CORO 7.3%
IVE 6.8%
TLH 6.1%
DYNF 5.8%
IVW 5.8%
VOO 5.6%
IEMG 3.5%
BAI 3.1%
THRO 3.1%
QUAL 2.7%

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
BXSL BLACKSTONE SECD LENDING FD $20.10万0.16%8,485 00.0% — 不变
HD HOME DEPOT INC $20.08万0.16%611 -92-13.1% -$3.02万 减仓
CLM CORNERSTONE STRATEGIC INVEST $11.63万0.09%15,972 00.0% — 不变
SIVR ABRDN SILVER ETF TRUST $00.00%0 -15,997-100.0% -$108.20万 清仓
HIMU BLACKROCK ETF TRUST II $00.00%0 -16,832-100.0% -$81.94万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -11,505-100.0% -$44.01万 清仓
— SILA REALTY TRUST INC $00.00%0 —— — 申报中断
IGIB ISHARES TR $00.00%0 -6,533-100.0% -$35.20万 清仓
SMOT VANECK ETF TRUST $00.00%0 -8,729-100.0% -$31.60万 清仓
FTSM FIRST TR EXCHANGE-TRADED FD $00.00%0 -5,267-100.0% -$31.56万 清仓
SPTI SPDR SERIES TRUST $00.00%0 -10,830-100.0% -$31.23万 清仓
JAAA JANUS DETROIT STR TR $00.00%0 -6,097-100.0% -$30.84万 清仓
PRFD PIMCO ETF TR $00.00%0 -5,863-100.0% -$30.20万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -10,106-100.0% -$29.90万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -19,469-100.0% -$27.94万 清仓
KEY KEYCORP $00.00%0 -13,206-100.0% -$27.26万 清仓
JEF JEFFERIES FINL GROUP INC $00.00%0 -4,358-100.0% -$27.01万 清仓
C CITIGROUP INC $00.00%0 -2,291-100.0% -$26.73万 清仓
WFC WELLS FARGO CO NEW $00.00%0 -2,856-100.0% -$26.62万 清仓
ABBV ABBVIE INC $00.00%0 -1,157-100.0% -$26.44万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,430-100.0% -$26.28万 清仓
AMGN AMGEN INC $00.00%0 —— — 申报中断
VYM VANGUARD WHITEHALL FDS $00.00%0 -1,778-100.0% -$25.52万 清仓
DABS DOUBLELINE ETF TRUST $00.00%0 -4,963-100.0% -$25.27万 清仓
USB US BANCORP DEL $00.00%0 -4,539-100.0% -$24.22万 清仓
APH AMPHENOL CORP NEW $00.00%0 -1,763-100.0% -$23.83万 清仓
ASML ASML HOLDING N V $00.00%0 -220-100.0% -$23.54万 清仓
— COHEN & STEERS ETF TRUST $00.00%0 -7,576-100.0% -$23.39万 清仓
EIX EDISON INTL $00.00%0 -3,867-100.0% -$23.21万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -673-100.0% -$22.89万 清仓
ROK ROCKWELL AUTOMATION INC $00.00%0 -585-100.0% -$22.76万 清仓
SHV ISHARES TR $00.00%0 -2,042-100.0% -$22.49万 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -911-100.0% -$22.44万 清仓
CSCO CISCO SYS INC $00.00%0 -2,891-100.0% -$22.27万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -745-100.0% -$22.07万 清仓
ALL ALLSTATE CORP $00.00%0 -1,044-100.0% -$21.73万 清仓
UPS UNITED PARCEL SERVICE INC $00.00%0 -2,173-100.0% -$21.55万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -1,169-100.0% -$21.53万 清仓
URI UNITED RENTALS INC $00.00%0 -266-100.0% -$21.53万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -1,904-100.0% -$21.49万 清仓
MHO M/I HOMES INC $00.00%0 -1,674-100.0% -$21.42万 清仓
TXN TEXAS INSTRS INC $00.00%0 -1,234-100.0% -$21.41万 清仓
VGSH VANGUARD SCOTTSDALE FDS $00.00%0 -3,643-100.0% -$21.39万 清仓
GSY INVESCO ACTIVELY MANAGED EXC $00.00%0 -4,229-100.0% -$21.25万 清仓
KMI KINDER MORGAN INC DEL $00.00%0 -7,704-100.0% -$21.18万 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -1,798-100.0% -$20.73万 清仓
EOG EOG RES INC $00.00%0 -1,931-100.0% -$20.28万 清仓
CSHI NEOS ETF TRUST $00.00%0 -4,037-100.0% -$20.08万 清仓
NEAR ISHARES U S ETF TR $00.00%0 -3,928-100.0% -$20.07万 清仓
— SPDR S&P 500 ETF TR $00.00%0 -17-100.0% -$12.26万 清仓
— TRANE TECHNOLOGIES PLC $00.00%0 -24-100.0% -$1.66万 清仓