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 |
|---|---|---|---|---|---|---|---|---|
| CORO | BLACKROCK ETF TRUST | $889.34万 | 7.27% | 276,597 | 276,597 | — | $889.34万 | 新建仓 |
| IVE | ISHARES TR | $835.04万 | 6.82% | 39,547 | 6,697 | 20.4% | $141.41万 | 加仓 |
| TLH | ISHARES TR | $744.47万 | 6.08% | 73,915 | 17,952 | 32.1% | $180.81万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $714.50万 | 5.84% | 122,809 | 207 | 0.2% | $1.20万 | 加仓 |
| IVW | ISHARES TR | $707.19万 | 5.78% | 62,523 | 15,732 | 33.6% | $177.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $682.61万 | 5.58% | 11,423 | 6,272 | 121.8% | $374.80万 | 加仓 |
| IEMG | ISHARES INC | $428.06万 | 3.50% | 61,371 | -20,410 | -25.0% | -$142.36万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $383.56万 | 3.13% | 116,407 | 33,827 | 41.0% | $111.46万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $374.42万 | 3.06% | 103,373 | 25,735 | 33.1% | $93.21万 | 加仓 |
| QUAL | ISHARES TR | $334.69万 | 2.73% | 17,449 | 3,282 | 23.2% | $62.95万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $326.17万 | 2.66% | 29,094 | 7,360 | 33.9% | $82.51万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $294.90万 | 2.41% | 34,435 | 34,435 | — | $294.90万 | 新建仓 |
| SHLD | GLOBAL X FDS | $273.71万 | 2.24% | 38,638 | 15,909 | 70.0% | $112.70万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $239.49万 | 1.96% | 58,328 | 58,328 | — | $239.49万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $194.19万 | 1.59% | 25,371 | -12,988 | -33.9% | -$99.41万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $168.66万 | 1.38% | 73,393 | 59,534 | 429.6% | $136.81万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $163.94万 | 1.34% | 65,811 | 65,811 | — | $163.94万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $160.30万 | 1.31% | 33,361 | 29,204 | 702.5% | $140.32万 | 加仓 |
| AMZN | AMAZON COM INC | $157.56万 | 1.29% | 7,565 | 3,245 | 75.1% | $67.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $152.41万 | 1.25% | 5,181 | 24 | 0.5% | $7,060 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $144.23万 | 1.18% | 30,719 | 6,275 | 25.7% | $29.46万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $143.73万 | 1.17% | 3,449 | -1 | -0.0% | -$417 | 减仓 |
| USEW | EA SERIES TRUST | $139.46万 | 1.14% | 28,531 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $135.18万 | 1.10% | 5,326 | 1,175 | 28.3% | $29.82万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $134.63万 | 1.10% | 25,925 | -12,129 | -31.9% | -$62.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $126.06万 | 1.03% | 7,228 | -310 | -4.1% | -$5.41万 | 减仓 |
| IAU | ISHARES GOLD TR | $112.97万 | 0.92% | 12,814 | -7,539 | -37.0% | -$66.46万 | 减仓 |
| GLDM | WORLD GOLD TR | $109.58万 | 0.90% | 11,822 | -998 | -7.8% | -$9.25万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $102.01万 | 0.83% | 26,552 | 11,331 | 74.4% | $43.53万 | 加仓 |
| — | TRANE TECHNOLOGIES PLC 看跌期权 | $100.02万 | 0.82% | 2,400 | 2,400 | — | $100.02万 | 新建仓 |
| MSFT | MICROSOFT CORP | $99.50万 | 0.81% | 2,688 | -99 | -3.6% | -$3.66万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $90.90万 | 0.74% | 18,221 | 5,221 | 40.2% | $26.05万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $85.95万 | 0.70% | 10,131 | -5,112 | -33.5% | -$43.37万 | 减仓 |
| GOOG | ALPHABET INC | $77.42万 | 0.63% | 2,699 | -947 | -26.0% | -$27.17万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $73.62万 | 0.60% | 15,611 | -6,464 | -29.3% | -$30.48万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $70.63万 | 0.58% | 15,472 | -8,197 | -34.6% | -$37.42万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $69.92万 | 0.57% | 8,677 | -3,894 | -31.0% | -$31.38万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $65.66万 | 0.54% | 16,845 | -8,089 | -32.4% | -$31.53万 | 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 |
| EFV | ISHARES TR | $63.43万 | 0.52% | 8,531 | -32,143 | -79.0% | -$238.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $61.31万 | 0.50% | 2,508 | 1,445 | 135.9% | $35.32万 | 加仓 |
| TBIL | RBB FD INC | $59.93万 | 0.49% | 12,020 | 12,020 | — | $59.93万 | 新建仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $54.45万 | 0.44% | 19,448 | -6,918 | -26.2% | -$19.37万 | 减仓 |
| AVGO | BROADCOM INC | $52.49万 | 0.43% | 1,696 | -269 | -13.7% | -$8.33万 | 减仓 |
| BIL | SPDR SERIES TRUST | $52.43万 | 0.43% | 5,721 | 148 | 2.7% | $1.36万 | 加仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $51.76万 | 0.42% | 13,820 | -942 | -6.4% | -$3.53万 | 减仓 |
| D | DOMINION ENERGY INC | $49.20万 | 0.40% | 7,959 | 7,959 | — | $49.20万 | 新建仓 |
| META | META PLATFORMS INC | $48.40万 | 0.40% | 846 | -135 | -13.8% | -$7.72万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.37万 | 0.40% | 572 | -204 | -26.3% | -$17.25万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $46.73万 | 0.38% | 10,344 | -8,647 | -45.5% | -$39.07万 | 减仓 |
| 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 |
| MAR | MARRIOTT INTL INC NEW | $43.40万 | 0.35% | 1,327 | -136 | -9.3% | -$4.45万 | 减仓 |
| LOW | LOWES COS INC | $42.86万 | 0.35% | 1,814 | 710 | 64.3% | $16.78万 | 加仓 |
| CVX | CHEVRON CORPORATION | $42.82万 | 0.35% | 2,070 | -1,054 | -33.7% | -$21.80万 | 减仓 |
| MS | MORGAN STANLEY | $42.79万 | 0.35% | 2,600 | -787 | -23.2% | -$12.95万 | 减仓 |
| IUSB | ISHARES TR | $42.61万 | 0.35% | 9,225 | 10 | 0.1% | $462 | 加仓 |
| TLT | ISHARES TR | $41.82万 | 0.34% | 4,824 | 1,598 | 49.5% | $13.85万 | 加仓 |
| LLY | ELI LILLY & CO | $36.97万 | 0.30% | 402 | 402 | — | $36.97万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $36.83万 | 0.30% | 1,550 | -1,087 | -41.2% | -$25.83万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $35.27万 | 0.29% | 1,731 | 18 | 1.1% | $3,667 | 加仓 |
| ITOT | ISHARES TR | $34.32万 | 0.28% | 2,409 | 2,409 | — | $34.32万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $34.06万 | 0.28% | 2,601 | 4 | 0.2% | $524 | 加仓 |
| BAC | BANK AMERICA CORP | $29.97万 | 0.24% | 6,147 | -2,475 | -28.7% | -$12.07万 | 减仓 |
| WMT | WALMART INC | $29.93万 | 0.24% | 2,408 | -945 | -28.2% | -$11.74万 | 减仓 |
| KO | COCA COLA CO | $29.86万 | 0.24% | 3,927 | -1,553 | -28.3% | -$11.81万 | 减仓 |
| IVV | ISHARES TR | $29.37万 | 0.24% | 450 | -192 | -29.9% | -$12.53万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $29.11万 | 0.24% | 5,336 | 5,336 | — | $29.11万 | 新建仓 |
| RTX | RTX CORPORATION | $28.61万 | 0.23% | 1,483 | -379 | -20.4% | -$7.31万 | 减仓 |
| IYW | ISHARES TR | $28.07万 | 0.23% | 1,547 | -555 | -26.4% | -$10.07万 | 减仓 |
| CSX | CSX CORP | $27.83万 | 0.23% | 6,780 | 6,780 | — | $27.83万 | 新建仓 |
| TGT | TARGET CORP | $27.66万 | 0.23% | 2,282 | -1,564 | -40.7% | -$18.96万 | 减仓 |
| IETC | ISHARES U S ETF TR | $27.11万 | 0.22% | 3,067 | -1,938 | -38.7% | -$17.13万 | 减仓 |
| SPYI | NEOS ETF TRUST | $26.73万 | 0.22% | 5,414 | -9,856 | -64.5% | -$48.66万 | 减仓 |
| V | VISA INC | $26.66万 | 0.22% | 882 | -234 | -21.0% | -$7.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.62万 | 0.22% | 1,843 | -715 | -28.0% | -$10.33万 | 减仓 |
| MCD | MCDONALDS CORP | $26.45万 | 0.22% | 851 | -375 | -30.6% | -$11.66万 | 减仓 |
| OEF | ISHARES TR | $26.27万 | 0.21% | 826 | -13,653 | -94.3% | -$434.26万 | 减仓 |
| EFG | ISHARES TR | $26.24万 | 0.21% | 2,356 | -565 | -19.3% | -$6.29万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $26.00万 | 0.21% | 5,266 | -3,464 | -39.7% | -$17.10万 | 减仓 |
| SBUX | STARBUCKS CORP | $25.96万 | 0.21% | 2,898 | -1,311 | -31.1% | -$11.75万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $25.76万 | 0.21% | 1,269 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $25.00万 | 0.20% | 5,688 | -386 | -6.4% | -$1.70万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.87万 | 0.20% | 519 | -218 | -29.6% | -$10.45万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.75万 | 0.20% | 915 | -317 | -25.7% | -$8.58万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $24.71万 | 0.20% | 3,067 | 3,067 | — | $24.71万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $23.93万 | 0.20% | 1,120 | -267 | -19.3% | -$5.70万 | 减仓 |
| — | EXXON MOBIL CORP | $23.74万 | 0.19% | 1,399 | -657 | -32.0% | -$11.15万 | 减仓 |
| GOOGL | ALPHABET INC | $23.18万 | 0.19% | 806 | 806 | — | $23.18万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.34万 | 0.18% | 10,802 | -1,031 | -8.7% | -$2.13万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.97万 | 0.18% | 3,877 | 0 | 0.0% | — | 不变 |
| DMBS | DOUBLELINE ETF TRUST | $21.75万 | 0.18% | 4,404 | -484 | -9.9% | -$2.39万 | 减仓 |
| MDT | MEDTRONIC PLC | $21.63万 | 0.18% | 2,496 | -1,715 | -40.7% | -$14.86万 | 减仓 |
| — | INVESCO GALAXY BITCOIN ETF | $21.37万 | 0.17% | 3,167 | -1,252 | -28.3% | -$8.45万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $21.29万 | 0.17% | 2,074 | -1,277 | -38.1% | -$13.11万 | 减仓 |
| ETN | EATON CORP PLC | $21.21万 | 0.17% | 593 | -450 | -43.1% | -$16.10万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.05万 | 0.17% | 719 | 719 | — | $21.05万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.76万 | 0.17% | 3,146 | -913 | -22.5% | -$6.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.65万 | 0.17% | 7,135 | -718 | -9.1% | -$2.08万 | 减仓 |
| NFLX | NETFLIX INC. | $20.42万 | 0.17% | 2,124 | -263 | -11.0% | -$2.53万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $20.41万 | 0.17% | 4,167 | 4,167 | — | $20.41万 | 新建仓 |