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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $38.24万 | 0.29% | 2,811 | -519 | -15.6% | -$7.06万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $38.13万 | 0.29% | 1,096 | 2 | 0.2% | $696 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.64万 | 0.29% | 508 | -61 | -10.7% | -$4.52万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $36.88万 | 0.28% | 322 | 322 | — | $36.88万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $36.59万 | 0.28% | 6,828 | -8,792 | -56.3% | -$47.11万 | 减仓 |
| INTU | INTUIT | $36.39万 | 0.28% | 1,366 | -5 | -0.4% | -$1,332 | 减仓 |
| AGG | ISHARES TR | $36.19万 | 0.28% | 3,642 | -209 | -5.4% | -$2.08万 | 减仓 |
| JBS | JBS N.V. | $34.67万 | 0.27% | 28,370 | -24,669 | -46.5% | -$30.15万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $34.35万 | 0.26% | 11,768 | 11,768 | — | $34.35万 | 新建仓 |
| COO | COOPER COS INC | $34.33万 | 0.26% | 4,809 | 95 | 2.0% | $6,782 | 加仓 |
| NFLX | NETFLIX INC. | $33.68万 | 0.26% | 4,565 | -1,923 | -29.6% | -$14.19万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $32.11万 | 0.25% | 1,411 | 13 | 0.9% | $2,959 | 加仓 |
| NB | NIOCORP DEVS LTD | $31.88万 | 0.24% | 69,750 | 757 | 1.1% | $3,459 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.65万 | 0.23% | 313 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $29.41万 | 0.23% | 1,746 | -389 | -18.2% | -$6.55万 | 减仓 |
| PSA | PUBLIC STORAGE | $28.17万 | 0.22% | 868 | -432 | -33.2% | -$14.02万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $28.16万 | 0.22% | 2,388 | -17 | -0.7% | -$2,005 | 减仓 |
| IVV | ISHARES TR | $28.15万 | 0.22% | 378 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $27.89万 | 0.21% | 3,808 | 3,808 | — | $27.89万 | 新建仓 |
| BAC | BANK OF AMER CORP | $27.63万 | 0.21% | 4,773 | 87 | 1.9% | $5,036 | 加仓 |
| — | SPROTT FDS TR | $27.59万 | 0.21% | 10,827 | -91 | -0.8% | -$2,319 | 减仓 |
| TXN | TEXAS INSTRS INC | $26.75万 | 0.21% | 937 | 937 | — | $26.75万 | 新建仓 |
| DIS | DISNEY WALT CO | $26.66万 | 0.20% | 2,704 | 31 | 1.2% | $3,057 | 加仓 |
| — | VANECK ETF TRUST | $26.29万 | 0.20% | 5,656 | 586 | 11.6% | $2.72万 | 加仓 |
| WFC | WELLS FARGO & CO | $26.20万 | 0.20% | 3,137 | -3 | -0.1% | -$251 | 减仓 |
| SPIB | SPDR SERIES TRUST | $25.60万 | 0.20% | 7,631 | -39 | -0.5% | -$1,308 | 减仓 |
| VBR | VANGUARD INDEX FDS | $25.33万 | 0.19% | 1,042 | -52 | -4.8% | -$1.26万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.12万 | 0.19% | 2,410 | -747 | -23.7% | -$7.78万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $25.08万 | 0.19% | 5,092 | -30 | -0.6% | -$1,478 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $25.06万 | 0.19% | 966 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $24.37万 | 0.19% | 2,948 | 17 | 0.6% | $1,405 | 加仓 |
| — | ISHARES TR | $24.02万 | 0.18% | 5,458 | -1,156 | -17.5% | -$5.09万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $23.53万 | 0.18% | 5,026 | -448 | -8.2% | -$2.10万 | 重新持有 |
| T | AT&T INC | $23.33万 | 0.18% | 10,691 | -3 | -0.0% | -$65 | 减仓 |
| AAXJ | ISHARES TR | $23.12万 | 0.18% | 1,968 | 1,968 | — | $23.12万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $23.05万 | 0.18% | 1,552 | -2,981 | -65.8% | -$44.27万 | 减仓 |
| VIS | VANGUARD WORLD FD | $22.96万 | 0.18% | 646 | 646 | — | $22.96万 | 新建仓 |
| P | EVERPURE INC | $22.87万 | 0.18% | 3,163 | 3,163 | — | $22.87万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $22.53万 | 0.17% | 3,906 | 26 | 0.7% | $1,499 | 加仓 |
| DWM | WISDOMTREE TR | $22.34万 | 0.17% | 3,069 | -11 | -0.4% | -$801 | 减仓 |
| MDYG | SPDR SERIES TRUST | $22.15万 | 0.17% | 2,002 | 2,002 | — | $22.15万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $21.73万 | 0.17% | 14,532 | 216 | 1.5% | $3,229 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $21.59万 | 0.17% | 23,012 | 180 | 0.8% | $1,688 | 加仓 |
| — | EA SERIES TRUST | $21.47万 | 0.16% | 8,525 | 8,525 | — | $21.47万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $20.55万 | 0.16% | 2,173 | 2,173 | — | $20.55万 | 新建仓 |
| — | CODA OCTOPUS GROUP INC | $11.87万 | 0.09% | 12,434 | 12,434 | — | $11.87万 | 新建仓 |
| — | FLUENT INC | $9.64万 | 0.07% | 26,917 | 4,680 | 21.0% | $1.68万 | 加仓 |
| BORR | BORR DRILLING LTD | $5.03万 | 0.04% | 11,936 | -500 | -4.0% | -$2,105 | 减仓 |
| — | LOOP INDS INC | $4.10万 | 0.03% | 42,516 | 14,280 | 50.6% | $1.38万 | 加仓 |
| — | REDCLOUD HLDGS PLC | $1.80万 | 0.01% | 48,960 | 27,455 | 127.7% | $1.01万 | 加仓 |
| — | ROCKY MTN CHOCOLATE FACTORY | $1.31万 | 0.01% | 15,225 | -1,000 | -6.2% | -$860 | 减仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -2,805 | -100.0% | -$60.01万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,646 | -100.0% | -$59.13万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,799 | -100.0% | -$32.26万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$30.14万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -11,617 | -100.0% | -$27.83万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -4,209 | -100.0% | -$20.67万 | 清仓 |
| — | SPROTT FDS TR | $0 | 0.00% | 0 | -3,685 | -100.0% | -$20.02万 | 清仓 |