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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $0 | 0.00% | 0 | -882 | -100.0% | -$26.66万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,843 | -100.0% | -$26.62万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -851 | -100.0% | -$26.45万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,266 | -100.0% | -$26.00万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,269 | -100.0% | -$25.76万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -5,688 | -100.0% | -$25.00万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -915 | -100.0% | -$24.75万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -3,067 | -100.0% | -$24.71万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,399 | -100.0% | -$23.74万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,802 | -100.0% | -$22.34万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,877 | -100.0% | -$21.97万 | 清仓 |
| DMBS | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -4,404 | -100.0% | -$21.75万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,496 | -100.0% | -$21.63万 | 清仓 |
| — | INVESCO GALAXY BITCOIN ETF | $0 | 0.00% | 0 | -3,167 | -100.0% | -$21.37万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,074 | -100.0% | -$21.29万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,146 | -100.0% | -$20.76万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,135 | -100.0% | -$20.65万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,124 | -100.0% | -$20.42万 | 清仓 |
| BAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,167 | -100.0% | -$20.41万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -8,485 | -100.0% | -$20.10万 | 清仓 |