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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,917.44万 | 12.72% | 27,918 | 16,495 | 144.4% | $1,132.90万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,290.43万 | 8.56% | 352,577 | 75,980 | 27.5% | $278.09万 | 加仓 |
| IVW | ISHARES TR | $1,039.43万 | 6.89% | 75,578 | 13,055 | 20.9% | $179.55万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,019.20万 | 6.76% | 149,860 | 27,051 | 22.0% | $183.97万 | 加仓 |
| IVE | ISHARES TR | $938.64万 | 6.22% | 41,339 | 1,792 | 4.5% | $40.69万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $675.30万 | 4.48% | 273,845 | 208,034 | 316.1% | $513.01万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $609.86万 | 4.04% | 115,680 | -727 | -0.6% | -$3.83万 | 减仓 |
| IEMG | ISHARES INC | $424.92万 | 2.82% | 51,294 | -10,077 | -16.4% | -$83.48万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $419.76万 | 2.78% | 25,985 | -3,109 | -10.7% | -$50.22万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $411.67万 | 2.73% | 146,764 | 146,764 | — | $411.67万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $348.53万 | 2.31% | 69,194 | 10,866 | 18.6% | $54.73万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $343.03万 | 2.27% | 79,571 | -23,802 | -23.0% | -$102.61万 | 减仓 |
| SHLD | GLOBAL X FDS | $340.71万 | 2.26% | 57,062 | 18,424 | 47.7% | $110.01万 | 加仓 |
| TLH | ISHARES TR | $284.82万 | 1.89% | 28,383 | -45,532 | -61.6% | -$456.91万 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $254.97万 | 1.69% | 29,248 | 29,248 | — | $254.97万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $237.37万 | 1.57% | 51,827 | 51,827 | — | $237.37万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $197.35万 | 1.31% | 40,750 | 7,389 | 22.1% | $35.79万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $187.86万 | 1.25% | 40,132 | 9,413 | 30.6% | $44.06万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $186.98万 | 1.24% | 5,712 | 531 | 10.2% | $17.38万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $177.06万 | 1.17% | 3,605 | 156 | 4.5% | $7.66万 | 加仓 |
| USEW | EA SERIES TRUST | $159.28万 | 1.06% | 28,531 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $153.28万 | 1.02% | 6,431 | -1,134 | -15.0% | -$27.03万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $151.65万 | 1.01% | 28,975 | 3,050 | 11.8% | $15.96万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $143.24万 | 0.95% | 28,319 | 10,098 | 55.4% | $51.08万 | 加仓 |
| AAPL | APPLE INC | $130.60万 | 0.87% | 4,513 | -813 | -15.3% | -$23.53万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $128.72万 | 0.85% | 54,729 | -18,664 | -25.4% | -$43.90万 | 减仓 |
| — | TRANE TECHNOLOGIES PLC 看跌期权 | $127.70万 | 0.85% | 2,600 | 200 | 8.3% | $9.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $113.42万 | 0.75% | 5,669 | -1,559 | -21.6% | -$31.19万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $113.20万 | 0.75% | 34,005 | 7,453 | 28.1% | $24.81万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $112.90万 | 0.75% | 12,847 | -12,524 | -49.4% | -$110.06万 | 减仓 |
| IAU | ISHARES GOLD TR | $110.89万 | 0.74% | 14,685 | 1,871 | 14.6% | $14.13万 | 加仓 |
| — | EA SERIES TRUST | $86.16万 | 0.57% | 16,846 | 16,846 | — | $86.16万 | 新建仓 |
| QUAL | ISHARES TR | $84.37万 | 0.56% | 3,845 | -13,604 | -78.0% | -$298.50万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $80.38万 | 0.53% | 795 | 223 | 39.0% | $22.55万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $74.68万 | 0.50% | 1,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $60.62万 | 0.40% | 1,625 | -1,063 | -39.5% | -$39.65万 | 减仓 |
| GOOG | ALPHABET INC | $57.66万 | 0.38% | 1,632 | -1,067 | -39.5% | -$37.70万 | 减仓 |
| RTX | RTX CORPORATION | $55.37万 | 0.37% | 2,918 | 1,435 | 96.8% | $27.23万 | 加仓 |
| IUSB | ISHARES TR | $53.19万 | 0.35% | 11,525 | 2,300 | 24.9% | $10.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.34万 | 0.35% | 2,061 | -447 | -17.8% | -$11.35万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $52.27万 | 0.35% | 700 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $50.25万 | 0.33% | 6,564 | -1,967 | -23.1% | -$15.06万 | 减仓 |
| AMAT | APPLIED MATLS INC | $49.38万 | 0.33% | 683 | 683 | — | $49.38万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $49.21万 | 0.33% | 1,328 | 1 | 0.1% | $371 | 加仓 |
| MS | MORGAN STANLEY | $48.92万 | 0.32% | 2,340 | -260 | -10.0% | -$5.44万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $46.36万 | 0.31% | 5,042 | -29,393 | -85.4% | -$270.28万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $46.25万 | 0.31% | 5,185 | -4,946 | -48.8% | -$44.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.20万 | 0.31% | 619 | 619 | — | $46.20万 | 新建仓 |
| D | DOMINION ENERGY INC | $46.02万 | 0.31% | 6,739 | -1,220 | -15.3% | -$8.33万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $45.87万 | 0.30% | 4,754 | -3,923 | -45.2% | -$37.86万 | 减仓 |
| AVGO | BROADCOM INC | $43.59万 | 0.29% | 1,154 | -542 | -32.0% | -$20.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.18万 | 0.29% | 863 | 344 | 66.3% | $17.21万 | 加仓 |
| GLDM | WORLD GOLD TR | $42.97万 | 0.28% | 5,410 | -6,412 | -54.2% | -$50.92万 | 减仓 |
| ITOT | ISHARES TR | $41.72万 | 0.28% | 2,539 | 130 | 5.4% | $2.14万 | 加仓 |
| XAR | SPDR SERIES TRUST | $40.84万 | 0.27% | 1,439 | 1,439 | — | $40.84万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $40.29万 | 0.27% | 7,996 | -7,476 | -48.3% | -$37.67万 | 减仓 |
| IVV | ISHARES TR | $38.04万 | 0.25% | 508 | 58 | 12.9% | $4.34万 | 加仓 |
| IYW | ISHARES TR | $37.76万 | 0.25% | 1,497 | -50 | -3.2% | -$1.26万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.58万 | 0.25% | 787 | 787 | — | $37.58万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $36.85万 | 0.24% | 6,018 | 682 | 12.8% | $4.18万 | 加仓 |
| BIL | SPDR SERIES TRUST | $36.22万 | 0.24% | 3,953 | -1,768 | -30.9% | -$16.20万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $35.52万 | 0.24% | 8,208 | -8,637 | -51.3% | -$37.38万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $35.14万 | 0.23% | 811 | -309 | -27.6% | -$13.39万 | 减仓 |
| ETN | EATON CORP PLC | $33.79万 | 0.22% | 793 | 200 | 33.7% | $8.52万 | 加仓 |
| ITM | VANECK ETF TRUST | $33.41万 | 0.22% | 7,111 | 7,111 | — | $33.41万 | 新建仓 |
| LLY | ELI LILLY & CO | $33.22万 | 0.22% | 277 | -125 | -31.1% | -$14.99万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $33.10万 | 0.22% | 2,615 | 14 | 0.5% | $1,772 | 加仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $31.68万 | 0.21% | 7,701 | -6,119 | -44.3% | -$25.17万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $31.16万 | 0.21% | 1,422 | -309 | -17.9% | -$6.77万 | 减仓 |
| AMGN | AMGEN INC | $29.30万 | 0.19% | 809 | 15 | 1.9% | $5,432 | 重新持有 |
| AHR | AMERICAN HEALTHCARE REIT INC | $29.26万 | 0.19% | 5,611 | -10,000 | -64.1% | -$52.15万 | 减仓 |
| LOW | LOWES COS INC | $26.83万 | 0.18% | 1,217 | -597 | -32.9% | -$13.16万 | 减仓 |
| META | META PLATFORMS INC | $26.81万 | 0.18% | 476 | -370 | -43.7% | -$20.84万 | 减仓 |
| EFG | ISHARES TR | $26.55万 | 0.18% | 2,134 | -222 | -9.4% | -$2.76万 | 减仓 |
| WMT | WALMART INC | $26.55万 | 0.18% | 2,344 | -64 | -2.7% | -$7,249 | 减仓 |
| — | SILA REALTY TRUST INC | $25.08万 | 0.17% | 8,261 | -10,485 | -55.9% | -$31.83万 | 重新持有 |
| HD | HOME DEPOT INC | $24.52万 | 0.16% | 695 | 84 | 13.7% | $2.96万 | 加仓 |
| IEI | ISHARES TR | $24.51万 | 0.16% | 2,087 | 2,087 | — | $24.51万 | 新建仓 |
| CSX | CSX CORP | $24.34万 | 0.16% | 5,120 | -1,660 | -24.5% | -$7.89万 | 减仓 |
| GOOGL | ALPHABET INC | $23.62万 | 0.16% | 661 | -145 | -18.0% | -$5.18万 | 减仓 |
| INTC | INTEL CORP | $23.49万 | 0.16% | 1,682 | 1,682 | — | $23.49万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.40万 | 0.16% | 471 | 471 | — | $23.40万 | 新建仓 |
| BAC | BANK OF AMER CORP | $23.09万 | 0.15% | 4,052 | -2,095 | -34.1% | -$11.94万 | 减仓 |
| SBUX | STARBUCKS CORP | $22.29万 | 0.15% | 2,181 | -717 | -24.7% | -$7.33万 | 减仓 |
| OEF | ISHARES TR | $22.17万 | 0.15% | 606 | -220 | -26.6% | -$8.05万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.58万 | 0.14% | 558 | -161 | -22.4% | -$6.23万 | 减仓 |
| IWB | ISHARES TR | $21.21万 | 0.14% | 518 | 518 | — | $21.21万 | 新建仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $21.06万 | 0.14% | 6,780 | -12,668 | -65.1% | -$39.35万 | 减仓 |
| SPYI | NEOS ETF TRUST | $20.38万 | 0.14% | 3,839 | -1,575 | -29.1% | -$8.36万 | 减仓 |
| TSLA | TESLA INC | $20.15万 | 0.13% | 479 | 479 | — | $20.15万 | 新建仓 |
| AFL | AFLAC INC | $20.03万 | 0.13% | 1,708 | 1,708 | — | $20.03万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $10.60万 | 0.07% | 14,022 | -1,950 | -12.2% | -$1.47万 | 减仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -12,020 | -100.0% | -$59.93万 | 清仓 |
| JMBS | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -10,344 | -100.0% | -$46.73万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -2,070 | -100.0% | -$42.82万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,824 | -100.0% | -$41.82万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,550 | -100.0% | -$36.83万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -3,927 | -100.0% | -$29.86万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,282 | -100.0% | -$27.66万 | 清仓 |
| IETC | ISHARES U S ETF TR | $0 | 0.00% | 0 | -3,067 | -100.0% | -$27.11万 | 清仓 |