4WEALTH ADVISORS, INC.
Burr Ridge IL · SEC CIK 0002056676
$1.17亿2026Q1 申报市值
142持仓数
28.3%前十大占比 · 第一大 4.2%
9 / 13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
BIL 加仓+$331.97万
UTWO 新建仓+$147.80万
VITL 新建仓+$65.31万
MPRO 加仓+$48.21万
DIREXION SHARES 加仓+$36.91万
2026Q1 卖出最多 按季末市值估算
GOVT 减仓-$67.31万
DOW 清仓-$50.60万
AMAT 减仓-$45.20万
INTC 清仓-$41.08万
TGT 减仓-$39.32万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$86.00万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$68.19万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -21,642 | -100.0% | -$50.60万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -11,133 | -100.0% | -$41.08万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -6,094 | -100.0% | -$35.77万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -4,288 | -100.0% | -$35.16万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,817 | -100.0% | -$31.03万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -567 | -100.0% | -$22.47万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,318 | -100.0% | -$21.43万 | 清仓 |
| SLV | ISHARES SILVER TR 看跌期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$9.02万 | 清仓 |
| GLD | SPDR GOLD TR 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$7.93万 | 清仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $0 | 0.00% | 0 | -11,021 | -100.0% | -$7.26万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$1.99万 | 清仓 |
| — | REDCLOUD HLDGS PLC | $1.46万 | 0.01% | 21,505 | 9,080 | 73.1% | $6,169 | 加仓 |
| — | ROCKY MTN CHOCOLATE FACTORY | $3.55万 | 0.03% | 16,225 | -3,635 | -18.3% | -$7,961 | 减仓 |
| — | LOOP INDS INC | $3.78万 | 0.03% | 28,236 | 28,236 | — | $3.78万 | 新建仓 |
| — | FLUENT INC | $6.94万 | 0.06% | 22,237 | 4,735 | 27.1% | $1.48万 | 加仓 |
| BORR | BORR DRILLING LTD | $7.21万 | 0.06% | 12,436 | -500 | -3.9% | -$2,900 | 减仓 |
| BHVN | BIOHAVEN LTD | $11.58万 | 0.10% | 14,316 | 14,316 | — | $11.58万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $18.52万 | 0.16% | 22,832 | -23,751 | -51.0% | -$19.26万 | 减仓 |
| — | SPROTT FDS TR | $20.02万 | 0.17% | 3,685 | 3,685 | — | $20.02万 | 新建仓 |
| EXC | EXELON CORP | $20.67万 | 0.18% | 4,209 | 4,209 | — | $20.67万 | 新建仓 |
| DWM | WISDOMTREE TR | $20.92万 | 0.18% | 3,080 | -274 | -8.2% | -$1.86万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.24万 | 0.18% | 5,122 | 510 | 11.1% | $2.11万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $21.26万 | 0.18% | 3,880 | 313 | 8.8% | $1.71万 | 加仓 |
| — | ISHARES TR | $21.82万 | 0.19% | 6,614 | 6,614 | — | $21.82万 | 新建仓 |
| BAC | BANK AMERICA CORP | $22.13万 | 0.19% | 4,686 | 8 | 0.2% | $378 | 加仓 |
| KO | COCA COLA CO | $22.36万 | 0.19% | 2,931 | -17 | -0.6% | -$1,297 | 减仓 |
| SLYG | SPDR SERIES TRUST | $22.45万 | 0.19% | 2,405 | 86 | 3.7% | $8,028 | 加仓 |
| TGT | TARGET CORP | $22.55万 | 0.19% | 1,899 | -3,311 | -63.6% | -$39.32万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $23.23万 | 0.20% | 1,094 | 24 | 2.2% | $5,096 | 加仓 |
| IVV | ISHARES TR | $23.99万 | 0.21% | 378 | 1 | 0.3% | $635 | 加仓 |
| WFC | WELLS FARGO & CO | $24.12万 | 0.21% | 3,140 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $24.85万 | 0.21% | 5,070 | 5,070 | — | $24.85万 | 新建仓 |
| DIS | DISNEY WALT CO | $25.21万 | 0.22% | 2,673 | -57 | -2.1% | -$5,376 | 减仓 |
| AMAT | APPLIED MATLS INC | $25.24万 | 0.22% | 781 | -1,399 | -64.2% | -$45.20万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $25.49万 | 0.22% | 1,398 | -635 | -31.2% | -$11.58万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $25.63万 | 0.22% | 7,670 | -2,311 | -23.2% | -$7.72万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.31万 | 0.22% | 1,005 | -42 | -4.0% | -$1.10万 | 减仓 |
| — | SPROTT FDS TR | $27.58万 | 0.24% | 10,918 | 2,079 | 23.5% | $5.25万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.75万 | 0.24% | 614 | 101 | 19.7% | $4.56万 | 加仓 |
| CCL | CARNIVAL CORP | $27.83万 | 0.24% | 11,617 | 643 | 5.9% | $1.54万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $28.85万 | 0.25% | 966 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $28.91万 | 0.25% | 68,993 | 68,993 | — | $28.91万 | 新建仓 |
| ADBE | ADOBE INC | $30.14万 | 0.26% | 1,250 | 613 | 96.2% | $14.78万 | 加仓 |
| T | AT&T INC | $30.78万 | 0.26% | 10,694 | 3 | 0.0% | $86 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.20万 | 0.27% | 313 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $32.26万 | 0.28% | 3,799 | -2,144 | -36.1% | -$18.21万 | 减仓 |
| COO | COOPER COS INC | $32.67万 | 0.28% | 4,714 | 275 | 6.2% | $1.91万 | 加仓 |
| VMC | VULCAN MATLS CO | $33.66万 | 0.29% | 1,261 | 39 | 3.2% | $1.04万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $34.46万 | 0.29% | 1,300 | 130 | 11.1% | $3.45万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.66万 | 0.30% | 4,765 | 679 | 16.6% | $4.94万 | 加仓 |
| TDV | PROSHARES TR | $35.49万 | 0.30% | 4,329 | -1,390 | -24.3% | -$11.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.94万 | 0.31% | 569 | 48 | 9.2% | $3.03万 | 加仓 |
| IJH | ISHARES TR | $36.40万 | 0.31% | 5,549 | 840 | 17.8% | $5.51万 | 加仓 |
| UNP | UNION PAC CORP | $36.89万 | 0.32% | 1,542 | 93 | 6.4% | $2.22万 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $37.02万 | 0.32% | 18,650 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $37.27万 | 0.32% | 1,094 | 1 | 0.1% | $341 | 加仓 |
| AGG | ISHARES TR | $38.14万 | 0.33% | 3,851 | -28 | -0.7% | -$2,773 | 减仓 |
| IJR | ISHARES TR | $38.33万 | 0.33% | 3,171 | 332 | 11.7% | $4.01万 | 加仓 |
| ORCL | ORACLE CORP | $39.26万 | 0.34% | 2,828 | 354 | 14.3% | $4.91万 | 加仓 |
| CAT | CATERPILLAR INC | $40.47万 | 0.35% | 606 | -104 | -14.6% | -$6.94万 | 减仓 |
| ELF | E L F BEAUTY INC | $41.76万 | 0.36% | 7,037 | 2,602 | 58.7% | $15.44万 | 加仓 |
| COP | CONOCOPHILLIPS | $41.96万 | 0.36% | 3,157 | -1,119 | -26.2% | -$14.87万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.29万 | 0.36% | 2,157 | -1,320 | -38.0% | -$25.88万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $42.79万 | 0.37% | 4,649 | 54 | 1.2% | $4,970 | 加仓 |
| PTLO | PORTILLOS INC | $43.33万 | 0.37% | 82,526 | -2,704 | -3.2% | -$1.42万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $44.26万 | 0.38% | 1,517 | -351 | -18.8% | -$10.24万 | 减仓 |
| MMM | 3M CO | $44.70万 | 0.38% | 3,136 | 3 | 0.1% | $428 | 加仓 |
| CVX | CHEVRON CORPORATION | $44.99万 | 0.38% | 2,135 | -565 | -20.9% | -$11.91万 | 减仓 |
| SO | SOUTHERN CO | $45.86万 | 0.39% | 4,731 | 534 | 12.7% | $5.18万 | 加仓 |
| PFE | PFIZER INC | $45.87万 | 0.39% | 16,516 | 650 | 4.1% | $1.81万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $46.41万 | 0.40% | 939 | 89 | 10.5% | $4.40万 | 加仓 |
| FDX | FEDEX CORP | $46.47万 | 0.40% | 1,360 | -270 | -16.6% | -$9.23万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $47.30万 | 0.40% | 22,471 | -7,086 | -24.0% | -$14.92万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.34万 | 0.40% | 12,565 | 4,567 | 57.1% | $17.21万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $47.61万 | 0.41% | 10,775 | 390 | 3.8% | $1.72万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $47.82万 | 0.41% | 10,517 | 58 | 0.6% | $2,637 | 加仓 |
| NKE | NIKE INC | $48.06万 | 0.41% | 9,380 | 455 | 5.1% | $2.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $51.32万 | 0.44% | 635 | -28 | -4.2% | -$2.26万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $52.69万 | 0.45% | 11,475 | 2,463 | 27.3% | $11.31万 | 加仓 |
| CRM | SALESFORCE INC | $53.45万 | 0.46% | 2,889 | 805 | 38.6% | $14.89万 | 加仓 |
| IBTM | ISHARES TR | $55.64万 | 0.48% | 24,325 | 3,707 | 18.0% | $8.48万 | 加仓 |
| — | EXXON MOBIL CORP | $57.10万 | 0.49% | 3,330 | -1,138 | -25.5% | -$19.51万 | 减仓 |
| CSCO | CISCO SYS INC | $58.16万 | 0.50% | 7,550 | -218 | -2.8% | -$1.68万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $58.79万 | 0.50% | 11,812 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $58.83万 | 0.50% | 1,371 | 397 | 40.8% | $17.04万 | 加仓 |
| — | HONEYWELL INTL INC | $59.13万 | 0.51% | 2,646 | -12 | -0.5% | -$2,681 | 减仓 |
| LLY | ELI LILLY & CO | $59.48万 | 0.51% | 671 | 2 | 0.3% | $1,773 | 加仓 |
| TMUS | T-MOBILE US INC | $60.01万 | 0.51% | 2,805 | 516 | 22.5% | $11.04万 | 加仓 |
| NFLX | NETFLIX INC. | $60.32万 | 0.52% | 6,488 | 2,139 | 49.2% | $19.89万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $60.83万 | 0.52% | 5,746 | 2,583 | 81.7% | $27.35万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $62.19万 | 0.53% | 98,877 | 3,192 | 3.3% | $2.01万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $62.77万 | 0.54% | 7,666 | 406 | 5.6% | $3.32万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.66万 | 0.54% | 2,683 | 51 | 1.9% | $1.21万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $64.92万 | 0.55% | 4,452 | 208 | 4.9% | $3.03万 | 加仓 |
| AVGO | BROADCOM INC | $65.22万 | 0.56% | 2,223 | 185 | 9.1% | $5.43万 | 加仓 |
| VITL | VITAL FARMS INC | $65.31万 | 0.56% | 49,474 | 49,474 | — | $65.31万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $65.60万 | 0.56% | 4,533 | 269 | 6.3% | $3.89万 | 加仓 |