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 |
|---|---|---|---|---|---|---|---|---|
| MPRO | NORTHERN LTS FD TR IV | $488.26万 | 4.17% | 158,065 | 15,608 | 11.0% | $48.21万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $442.70万 | 3.78% | 79,551 | 1,655 | 2.1% | $9.21万 | 加仓 |
| BIL | SPDR SERIES TRUST | $394.62万 | 3.37% | 43,062 | 36,226 | 529.9% | $331.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $330.80万 | 2.83% | 20,028 | -92 | -0.5% | -$1.52万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $327.63万 | 2.80% | 56,015 | 3,336 | 6.3% | $19.51万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $286.49万 | 2.45% | 34,811 | 1,664 | 5.0% | $13.69万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $285.49万 | 2.44% | 53,095 | -205 | -0.4% | -$1.10万 | 减仓 |
| AAPL | APPLE INC | $272.97万 | 2.33% | 11,068 | 397 | 3.7% | $9.79万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $266.03万 | 2.27% | 33,657 | 2,418 | 7.7% | $19.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $215.62万 | 1.84% | 6,007 | 603 | 11.2% | $21.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $209.67万 | 1.79% | 8,646 | -256 | -2.9% | -$6.21万 | 减仓 |
| PULS | PGIM ETF TR | $204.46万 | 1.75% | 41,172 | 1,870 | 4.8% | $9.29万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $194.83万 | 1.66% | 3,354 | 164 | 5.1% | $9.53万 | 加仓 |
| SGOV | ISHARES TR | $184.00万 | 1.57% | 18,280 | 100 | 0.6% | $1.01万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $179.98万 | 1.54% | 35,633 | 468 | 1.3% | $2.36万 | 加仓 |
| TLT | ISHARES TR | $171.93万 | 1.47% | 19,812 | -663 | -3.2% | -$5.75万 | 减仓 |
| WMT | WALMART INC | $170.72万 | 1.46% | 13,824 | -196 | -1.4% | -$2.42万 | 减仓 |
| GOVT | ISHARES TR | $165.57万 | 1.41% | 72,332 | -29,406 | -28.9% | -$67.31万 | 减仓 |
| AMZN | AMAZON COM INC | $164.42万 | 1.40% | 8,182 | 746 | 10.0% | $14.99万 | 加仓 |
| UTWO | RBB FD INC | $147.80万 | 1.26% | 30,641 | 30,641 | — | $147.80万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR I | $141.08万 | 1.21% | 69,199 | 17,826 | 34.7% | $36.34万 | 加仓 |
| NOBL | PROSHARES TR | $136.41万 | 1.17% | 13,032 | 787 | 6.4% | $8.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $135.73万 | 1.16% | 2,860 | 345 | 13.7% | $16.37万 | 加仓 |
| GOOG | ALPHABET INC | $131.88万 | 1.13% | 4,828 | -71 | -1.4% | -$1.94万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $123.26万 | 1.05% | 8,570 | 696 | 8.8% | $10.01万 | 加仓 |
| V | VISA INC | $121.88万 | 1.04% | 4,069 | 108 | 2.7% | $3.24万 | 加仓 |
| IXUS | ISHARES TR | $113.94万 | 0.97% | 13,606 | 4,058 | 42.5% | $33.98万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $112.85万 | 0.96% | 24,087 | 360 | 1.5% | $1.69万 | 加仓 |
| META | META PLATFORMS INC | $109.85万 | 0.94% | 2,048 | -55 | -2.6% | -$2.95万 | 减仓 |
| MCD | MCDONALDS CORP | $107.35万 | 0.92% | 3,479 | 2 | 0.1% | $617 | 加仓 |
| SPYM | SPDR SERIES TRUST | $103.87万 | 0.89% | 13,964 | -137 | -1.0% | -$1.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $97.69万 | 0.83% | 1,750 | -351 | -16.7% | -$19.59万 | 减仓 |
| GDX | VANECK ETF TRUST | $97.14万 | 0.83% | 11,323 | -1,002 | -8.1% | -$8.60万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $96.78万 | 0.83% | 15,620 | -355 | -2.2% | -$2.20万 | 减仓 |
| TSLA | TESLA INC | $93.69万 | 0.80% | 2,637 | 24 | 0.9% | $8,527 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $92.59万 | 0.79% | 20,722 | 168 | 0.8% | $7,506 | 加仓 |
| JBS | JBS N.V. | $91.97万 | 0.79% | 53,039 | 2,678 | 5.3% | $4.64万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $91.30万 | 0.78% | 3,153 | 6 | 0.2% | $1,737 | 加仓 |
| GLDM | WORLD GOLD TR | $85.33万 | 0.73% | 9,553 | -20 | -0.2% | -$1,786 | 减仓 |
| PEP | PEPSICO INC | $84.92万 | 0.73% | 5,415 | 219 | 4.2% | $3.43万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $83.91万 | 0.72% | 9,062 | 13 | 0.1% | $1,204 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $82.60万 | 0.71% | 80,746 | 36,077 | 80.8% | $36.91万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $81.28万 | 0.69% | 5,190 | 390 | 8.1% | $6.11万 | 加仓 |
| BA | BOEING CO | $79.58万 | 0.68% | 4,206 | -598 | -12.4% | -$11.31万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $79.32万 | 0.68% | 17,549 | 499 | 2.9% | $2.26万 | 加仓 |
| GOOGL | ALPHABET INC | $77.90万 | 0.67% | 2,848 | 40 | 1.4% | $1.09万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $77.43万 | 0.66% | 1,225 | -80 | -6.1% | -$5.06万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $77.40万 | 0.66% | 7,597 | 1,875 | 32.8% | $19.10万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $73.18万 | 0.63% | 15,700 | 277 | 1.8% | $1.29万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $72.66万 | 0.62% | 1,730 | 29 | 1.7% | $1.22万 | 加仓 |
| HD | HOME DEPOT INC | $70.15万 | 0.60% | 2,168 | 157 | 7.8% | $5.08万 | 加仓 |
| ABBV | ABBVIE INC | $69.49万 | 0.59% | 3,261 | 136 | 4.4% | $2.90万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $68.38万 | 0.58% | 12,290 | -165 | -1.3% | -$9,181 | 减仓 |
| QCOM | QUALCOMM INC | $68.16万 | 0.58% | 5,364 | 391 | 7.9% | $4.97万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $68.06万 | 0.58% | 7,235 | -245 | -3.3% | -$2.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $67.40万 | 0.58% | 2,375 | 82 | 3.6% | $2.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $65.60万 | 0.56% | 4,533 | 269 | 6.3% | $3.89万 | 加仓 |
| VITL | VITAL FARMS INC | $65.31万 | 0.56% | 49,474 | 49,474 | — | $65.31万 | 新建仓 |
| AVGO | BROADCOM INC | $65.22万 | 0.56% | 2,223 | 185 | 9.1% | $5.43万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $64.92万 | 0.55% | 4,452 | 208 | 4.9% | $3.03万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.66万 | 0.54% | 2,683 | 51 | 1.9% | $1.21万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $62.77万 | 0.54% | 7,666 | 406 | 5.6% | $3.32万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $62.19万 | 0.53% | 98,877 | 3,192 | 3.3% | $2.01万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $60.83万 | 0.52% | 5,746 | 2,583 | 81.7% | $27.35万 | 加仓 |
| NFLX | NETFLIX INC. | $60.32万 | 0.52% | 6,488 | 2,139 | 49.2% | $19.89万 | 加仓 |
| TMUS | T-MOBILE US INC | $60.01万 | 0.51% | 2,805 | 516 | 22.5% | $11.04万 | 加仓 |
| LLY | ELI LILLY & CO | $59.48万 | 0.51% | 671 | 2 | 0.3% | $1,773 | 加仓 |
| — | HONEYWELL INTL INC | $59.13万 | 0.51% | 2,646 | -12 | -0.5% | -$2,681 | 减仓 |
| INTU | INTUIT | $58.83万 | 0.50% | 1,371 | 397 | 40.8% | $17.04万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $58.79万 | 0.50% | 11,812 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $58.16万 | 0.50% | 7,550 | -218 | -2.8% | -$1.68万 | 减仓 |
| — | EXXON MOBIL CORP | $57.10万 | 0.49% | 3,330 | -1,138 | -25.5% | -$19.51万 | 减仓 |
| IBTM | ISHARES TR | $55.64万 | 0.48% | 24,325 | 3,707 | 18.0% | $8.48万 | 加仓 |
| CRM | SALESFORCE INC | $53.45万 | 0.46% | 2,889 | 805 | 38.6% | $14.89万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $52.69万 | 0.45% | 11,475 | 2,463 | 27.3% | $11.31万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $51.32万 | 0.44% | 635 | -28 | -4.2% | -$2.26万 | 减仓 |
| NKE | NIKE INC | $48.06万 | 0.41% | 9,380 | 455 | 5.1% | $2.33万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $47.82万 | 0.41% | 10,517 | 58 | 0.6% | $2,637 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $47.61万 | 0.41% | 10,775 | 390 | 3.8% | $1.72万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.34万 | 0.40% | 12,565 | 4,567 | 57.1% | $17.21万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $47.30万 | 0.40% | 22,471 | -7,086 | -24.0% | -$14.92万 | 减仓 |
| FDX | FEDEX CORP | $46.47万 | 0.40% | 1,360 | -270 | -16.6% | -$9.23万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $46.41万 | 0.40% | 939 | 89 | 10.5% | $4.40万 | 加仓 |
| PFE | PFIZER INC | $45.87万 | 0.39% | 16,516 | 650 | 4.1% | $1.81万 | 加仓 |
| SO | SOUTHERN CO | $45.86万 | 0.39% | 4,731 | 534 | 12.7% | $5.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $44.99万 | 0.38% | 2,135 | -565 | -20.9% | -$11.91万 | 减仓 |
| MMM | 3M CO | $44.70万 | 0.38% | 3,136 | 3 | 0.1% | $428 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $44.26万 | 0.38% | 1,517 | -351 | -18.8% | -$10.24万 | 减仓 |
| PTLO | PORTILLOS INC | $43.33万 | 0.37% | 82,526 | -2,704 | -3.2% | -$1.42万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $42.79万 | 0.37% | 4,649 | 54 | 1.2% | $4,970 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.29万 | 0.36% | 2,157 | -1,320 | -38.0% | -$25.88万 | 减仓 |
| COP | CONOCOPHILLIPS | $41.96万 | 0.36% | 3,157 | -1,119 | -26.2% | -$14.87万 | 减仓 |
| ELF | E L F BEAUTY INC | $41.76万 | 0.36% | 7,037 | 2,602 | 58.7% | $15.44万 | 加仓 |
| CAT | CATERPILLAR INC | $40.47万 | 0.35% | 606 | -104 | -14.6% | -$6.94万 | 减仓 |
| ORCL | ORACLE CORP | $39.26万 | 0.34% | 2,828 | 354 | 14.3% | $4.91万 | 加仓 |
| IJR | ISHARES TR | $38.33万 | 0.33% | 3,171 | 332 | 11.7% | $4.01万 | 加仓 |
| AGG | ISHARES TR | $38.14万 | 0.33% | 3,851 | -28 | -0.7% | -$2,773 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $37.27万 | 0.32% | 1,094 | 1 | 0.1% | $341 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $37.02万 | 0.32% | 18,650 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $36.89万 | 0.32% | 1,542 | 93 | 6.4% | $2.22万 | 加仓 |