4WEALTH ADVISORS, INC.
Burr Ridge IL · SEC CIK 0002056676
$1.30亿2026Q2 申报市值
151持仓数
29.0%前十大占比 · 第一大 4.6%
15 / 7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
BIL 加仓+$209.37万
GIS 新建仓+$68.78万
PYLD 新建仓+$59.28万
NOW 新建仓+$51.16万
GLW 新建仓+$38.92万
2026Q2 卖出最多 按季末市值估算
TMUS 清仓-$60.01万
HONEYWELL INTL I 清仓-$59.13万
XLE 减仓-$47.11万
PG 减仓-$44.27万
UTWO 减仓-$34.71万
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $71.91万 | 0.55% | 2,587 | -96 | -3.6% | -$2.67万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $72.72万 | 0.56% | 6,327 | 581 | 10.1% | $6.68万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $74.45万 | 0.57% | 12,246 | -44 | -0.4% | -$2,675 | 减仓 |
| AVGO | BROADCOM INC | $74.62万 | 0.57% | 2,004 | -219 | -9.9% | -$8.16万 | 减仓 |
| PEP | PEPSICO INC | $75.81万 | 0.58% | 5,467 | 52 | 1.0% | $7,211 | 加仓 |
| CSCO | CISCO SYS INC | $78.12万 | 0.60% | 6,637 | -913 | -12.1% | -$10.75万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $78.70万 | 0.60% | 16,249 | 549 | 3.5% | $2.66万 | 加仓 |
| QCOM | QUALCOMM INC | $79.84万 | 0.61% | 4,231 | -1,133 | -21.1% | -$21.38万 | 减仓 |
| LLY | ELI LILLY & CO | $82.32万 | 0.63% | 669 | -2 | -0.3% | -$2,461 | 减仓 |
| ABBV | ABBVIE INC | $82.80万 | 0.64% | 3,256 | -5 | -0.2% | -$1,271 | 减仓 |
| SPYG | SPDR SERIES TRUST | $84.12万 | 0.65% | 7,165 | -70 | -1.0% | -$8,219 | 减仓 |
| CW | CURTISS WRIGHT CORP | $84.28万 | 0.65% | 1,143 | -82 | -6.7% | -$6.05万 | 减仓 |
| HD | HOME DEPOT INC | $84.30万 | 0.65% | 2,403 | 235 | 10.8% | $8.24万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $85.24万 | 0.65% | 1,580 | -577 | -26.8% | -$31.13万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $87.49万 | 0.67% | 10,311 | -69 | -0.7% | -$5,855 | 减仓 |
| ABT | ABBOTT LABORATORIES | $88.26万 | 0.68% | 9,520 | 1,923 | 25.3% | $17.83万 | 加仓 |
| GLDM | WORLD GOLD TR | $88.30万 | 0.68% | 11,114 | 1,561 | 16.3% | $12.40万 | 加仓 |
| BA | BOEING CO | $91.87万 | 0.71% | 4,279 | 73 | 1.7% | $1.57万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $92.56万 | 0.71% | 2,810 | 435 | 18.3% | $14.33万 | 加仓 |
| MCD | MCDONALDS CORP | $94.23万 | 0.72% | 3,527 | 48 | 1.4% | $1.28万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $96.05万 | 0.74% | 8,832 | -230 | -2.5% | -$2.50万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $99.13万 | 0.76% | 5,424 | 234 | 4.5% | $4.28万 | 加仓 |
| GOOGL | ALPHABET INC | $99.70万 | 0.77% | 2,819 | -29 | -1.0% | -$1.03万 | 减仓 |
| GDX | VANECK ETF TRUST | $100.28万 | 0.77% | 13,250 | 1,927 | 17.0% | $14.58万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $111.76万 | 0.86% | 3,092 | -61 | -1.9% | -$2.20万 | 减仓 |
| UTWO | RBB FD INC | $112.32万 | 0.86% | 23,408 | -7,233 | -23.6% | -$34.71万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $118.61万 | 0.91% | 20,890 | 168 | 0.8% | $9,539 | 加仓 |
| SPYM | SPDR SERIES TRUST | $121.57万 | 0.93% | 13,945 | -19 | -0.1% | -$1,656 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $122.65万 | 0.94% | 25,810 | 1,723 | 7.2% | $8.19万 | 加仓 |
| TSLA | TESLA INC | $124.99万 | 0.96% | 3,035 | 398 | 15.1% | $16.39万 | 加仓 |
| IXUS | ISHARES TR | $136.36万 | 1.05% | 14,386 | 780 | 5.7% | $7.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $143.28万 | 1.10% | 1,979 | 229 | 13.1% | $16.58万 | 加仓 |
| V | VISA INC | $143.91万 | 1.10% | 4,212 | 143 | 3.5% | $4.89万 | 加仓 |
| META | META PLATFORMS INC | $146.43万 | 1.12% | 2,603 | 555 | 27.1% | $31.22万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $146.94万 | 1.13% | 9,142 | 572 | 6.7% | $9.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $149.32万 | 1.15% | 3,011 | 151 | 5.3% | $7.49万 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $153.03万 | 1.17% | 72,281 | 3,082 | 4.5% | $6.53万 | 加仓 |
| NOBL | PROSHARES TR | $153.89万 | 1.18% | 27,310 | 1,246 | 4.8% | $7.02万 | 加仓 |
| WMT | WALMART INC | $158.80万 | 1.22% | 13,857 | 33 | 0.2% | $3,782 | 加仓 |
| GOVT | ISHARES TR | $160.77万 | 1.23% | 70,299 | -2,033 | -2.8% | -$4.65万 | 减仓 |
| GOOG | ALPHABET INC | $163.81万 | 1.26% | 4,663 | -165 | -3.4% | -$5.80万 | 减仓 |
| TLT | ISHARES TR | $186.15万 | 1.43% | 21,286 | 1,474 | 7.4% | $12.89万 | 加仓 |
| AMZN | AMAZON COM INC | $186.42万 | 1.43% | 7,763 | -419 | -5.1% | -$10.06万 | 减仓 |
| SGOV | ISHARES TR | $187.19万 | 1.44% | 18,595 | 315 | 1.7% | $3.17万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $189.77万 | 1.46% | 37,444 | 1,811 | 5.1% | $9.18万 | 加仓 |
| PULS | PGIM ETF TR | $204.55万 | 1.57% | 41,148 | -24 | -0.1% | -$1,193 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $213.82万 | 1.64% | 8,271 | -375 | -4.3% | -$9.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $241.82万 | 1.86% | 3,551 | 197 | 5.9% | $13.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $246.58万 | 1.89% | 6,690 | 683 | 11.4% | $25.17万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $268.60万 | 2.06% | 33,940 | 283 | 0.8% | $2.24万 | 加仓 |
| AAPL | APPLE INC | $306.68万 | 2.35% | 10,885 | -183 | -1.7% | -$5.16万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $310.33万 | 2.38% | 37,408 | 2,597 | 7.5% | $21.54万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $325.67万 | 2.50% | 53,652 | 557 | 1.0% | $3.38万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $331.99万 | 2.55% | 56,994 | 979 | 1.7% | $5.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $390.54万 | 3.00% | 20,031 | 3 | 0.0% | $585 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $454.46万 | 3.49% | 80,521 | 970 | 1.2% | $5.47万 | 加仓 |
| MPRO | NORTHERN LTS FD TR IV | $535.22万 | 4.11% | 163,425 | 5,360 | 3.4% | $17.55万 | 加仓 |
| BIL | SPDR SERIES TRUST | $603.99万 | 4.64% | 65,909 | 22,847 | 53.1% | $209.37万 | 加仓 |