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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $36.40万 | 0.31% | 5,549 | 840 | 17.8% | $5.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.94万 | 0.31% | 569 | 48 | 9.2% | $3.03万 | 加仓 |
| TDV | PROSHARES TR | $35.49万 | 0.30% | 4,329 | -1,390 | -24.3% | -$11.40万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.66万 | 0.30% | 4,765 | 679 | 16.6% | $4.94万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $34.46万 | 0.29% | 1,300 | 130 | 11.1% | $3.45万 | 加仓 |
| VMC | VULCAN MATLS CO | $33.66万 | 0.29% | 1,261 | 39 | 3.2% | $1.04万 | 加仓 |
| COO | COOPER COS INC | $32.67万 | 0.28% | 4,714 | 275 | 6.2% | $1.91万 | 加仓 |
| IAU | ISHARES GOLD TR | $32.26万 | 0.28% | 3,799 | -2,144 | -36.1% | -$18.21万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.20万 | 0.27% | 313 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $30.78万 | 0.26% | 10,694 | 3 | 0.0% | $86 | 加仓 |
| ADBE | ADOBE INC | $30.14万 | 0.26% | 1,250 | 613 | 96.2% | $14.78万 | 加仓 |
| NB | NIOCORP DEVS LTD | $28.91万 | 0.25% | 68,993 | 68,993 | — | $28.91万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $28.85万 | 0.25% | 966 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $27.83万 | 0.24% | 11,617 | 643 | 5.9% | $1.54万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.75万 | 0.24% | 614 | 101 | 19.7% | $4.56万 | 加仓 |
| — | SPROTT FDS TR | $27.58万 | 0.24% | 10,918 | 2,079 | 23.5% | $5.25万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.31万 | 0.22% | 1,005 | -42 | -4.0% | -$1.10万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $25.63万 | 0.22% | 7,670 | -2,311 | -23.2% | -$7.72万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $25.49万 | 0.22% | 1,398 | -635 | -31.2% | -$11.58万 | 减仓 |
| AMAT | APPLIED MATLS INC | $25.24万 | 0.22% | 781 | -1,399 | -64.2% | -$45.20万 | 减仓 |
| DIS | DISNEY WALT CO | $25.21万 | 0.22% | 2,673 | -57 | -2.1% | -$5,376 | 减仓 |
| — | VANECK ETF TRUST | $24.85万 | 0.21% | 5,070 | 5,070 | — | $24.85万 | 新建仓 |
| WFC | WELLS FARGO & CO | $24.12万 | 0.21% | 3,140 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $23.99万 | 0.21% | 378 | 1 | 0.3% | $635 | 加仓 |
| VBR | VANGUARD INDEX FDS | $23.23万 | 0.20% | 1,094 | 24 | 2.2% | $5,096 | 加仓 |
| TGT | TARGET CORP | $22.55万 | 0.19% | 1,899 | -3,311 | -63.6% | -$39.32万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $22.45万 | 0.19% | 2,405 | 86 | 3.7% | $8,028 | 加仓 |
| KO | COCA COLA CO | $22.36万 | 0.19% | 2,931 | -17 | -0.6% | -$1,297 | 减仓 |
| BAC | BANK AMERICA CORP | $22.13万 | 0.19% | 4,686 | 8 | 0.2% | $378 | 加仓 |
| — | ISHARES TR | $21.82万 | 0.19% | 6,614 | 6,614 | — | $21.82万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $21.26万 | 0.18% | 3,880 | 313 | 8.8% | $1.71万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.24万 | 0.18% | 5,122 | 510 | 11.1% | $2.11万 | 加仓 |
| DWM | WISDOMTREE TR | $20.92万 | 0.18% | 3,080 | -274 | -8.2% | -$1.86万 | 减仓 |
| EXC | EXELON CORP | $20.67万 | 0.18% | 4,209 | 4,209 | — | $20.67万 | 新建仓 |
| — | SPROTT FDS TR | $20.02万 | 0.17% | 3,685 | 3,685 | — | $20.02万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $18.52万 | 0.16% | 22,832 | -23,751 | -51.0% | -$19.26万 | 减仓 |
| BHVN | BIOHAVEN LTD | $11.58万 | 0.10% | 14,316 | 14,316 | — | $11.58万 | 新建仓 |
| BORR | BORR DRILLING LTD | $7.21万 | 0.06% | 12,436 | -500 | -3.9% | -$2,900 | 减仓 |
| — | FLUENT INC | $6.94万 | 0.06% | 22,237 | 4,735 | 27.1% | $1.48万 | 加仓 |
| — | LOOP INDS INC | $3.78万 | 0.03% | 28,236 | 28,236 | — | $3.78万 | 新建仓 |
| — | ROCKY MTN CHOCOLATE FACTORY | $3.55万 | 0.03% | 16,225 | -3,635 | -18.3% | -$7,961 | 减仓 |
| — | REDCLOUD HLDGS PLC | $1.46万 | 0.01% | 21,505 | 9,080 | 73.1% | $6,169 | 加仓 |
| 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 |