Fourth Dimension Wealth, LLC
MIDDLEBURG HEIGHTS OH · SEC CIK 0002056691
$3.16亿2026Q2 申报市值
678持仓数
35.5%前十大占比 · 第一大 5.8%
116 / 39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
RWL 新建仓+$1,061.56万
BOND 新建仓+$644.89万
QQQM 新建仓+$444.28万
GMUB 新建仓+$235.47万
GLDM 新建仓+$230.78万
2026Q2 卖出最多 按季末市值估算
DIA 减仓-$992.92万
QQQ 减仓-$435.16万
SPYM 重新持有-$370.30万
GLD 减仓-$230.55万
SPTI 减仓-$202.25万
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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES MSCI | $1,868 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC | $2,013 | 0.00% | 30 | 30 | — | $2,013 | 新建仓 |
| PNR | PENTAIR PLC | $2,070 | 0.00% | 27 | 27 | — | $2,070 | 新建仓 |
| EQT | EQT CORP | $2,074 | 0.00% | 39 | 39 | — | $2,074 | 新建仓 |
| VLTO | VERALTO CORP | $2,128 | 0.00% | 24 | 24 | — | $2,128 | 新建仓 |
| FERG | FERGUSON ENTERPRISES | $2,136 | 0.00% | 9 | 9 | — | $2,136 | 新建仓 |
| TYG | TORTOISE ENERGY | $2,144 | 0.00% | 50 | 50 | — | $2,144 | 新建仓 |
| OLED | UNIVERSAL DISPLAY | $2,165 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS | $2,205 | 0.00% | 140 | 136 | 3,400.0% | $2,142 | 加仓 |
| — | XAI MADISON | $2,208 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL | $2,226 | 0.00% | 200 | -1,001 | -83.3% | -$1.11万 | 减仓 |
| KYTX | KYVERNA THERAPEUTICS | $2,228 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2,250 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL | $2,348 | 0.00% | 22 | 22 | — | $2,348 | 新建仓 |
| AI | C3 AI | $2,354 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $2,366 | 0.00% | 45 | 45 | — | $2,366 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS | $2,410 | 0.00% | 10 | 10 | — | $2,410 | 新建仓 |
| SU | SUNCOR ENERGY | $2,416 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE | $2,518 | 0.00% | 19 | 19 | — | $2,518 | 新建仓 |
| AIG | AMERICAN INTL | $2,534 | 0.00% | 34 | 34 | — | $2,534 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES | $2,615 | 0.00% | 9 | 9 | — | $2,615 | 新建仓 |
| HUBB | HUBBELL INC | $2,616 | 0.00% | 5 | 5 | — | $2,616 | 新建仓 |
| OKLO | OKLO INC | $2,617 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES | $2,636 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETROLEUM | $2,672 | 0.00% | 55 | 55 | — | $2,672 | 新建仓 |
| EL | ESTEE LAUDER | $2,684 | 0.00% | 34 | 34 | — | $2,684 | 新建仓 |
| MDXG | MIMEDX GROUP | $2,695 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG | $2,757 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $2,787 | 0.00% | 38 | -105 | -73.4% | -$7,701 | 重新持有 |
| EW | EDWARDS LIFESCIENCES | $2,804 | 0.00% | 31 | 31 | — | $2,804 | 新建仓 |
| IWS | ISHARES RUSS | $2,819 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL | $2,820 | 0.00% | 62 | -30 | -32.6% | -$1,365 | 减仓 |
| CMI | CUMMINS INC | $2,852 | 0.00% | 4 | 4 | — | $2,852 | 新建仓 |
| CCL | CARNIVAL CORP | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| PINS | PINTEREST INC | $2,881 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $2,922 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO | $2,933 | 0.00% | 100 | -90 | -47.4% | -$2,640 | 减仓 |
| HLI | HOULIHAN LOKEY | $2,951 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL | $2,964 | 0.00% | 28 | -152 | -84.4% | -$1.61万 | 减仓 |
| APH | AMPHENOL CORP | $2,998 | 0.00% | 17 | 17 | — | $2,998 | 新建仓 |
| QCLN | FIRST TRUST | $3,066 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL GLP 1 | $3,254 | 0.00% | 100 | 100 | — | $3,254 | 新建仓 |
| AOR | ISHARES CORE | $3,261 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES | $3,452 | 0.00% | 8 | 8 | — | $3,452 | 新建仓 |
| DOCU | DOCUSIGN INC | $3,464 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | ALPS CLEAN | $3,543 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES | $3,546 | 0.00% | 30 | 30 | — | $3,546 | 新建仓 |
| RRX | REGAL REXNORD | $3,573 | 0.00% | 15 | 15 | — | $3,573 | 新建仓 |
| TFC | TRUIST FINANCIAL | $3,587 | 0.00% | 72 | 72 | — | $3,587 | 新建仓 |
| PWR | QUANTA SERVICES | $3,600 | 0.00% | 5 | -31 | -86.1% | -$2.23万 | 减仓 |
| FDXF | FEDEX FREIGHT | $3,624 | 0.00% | 24 | 24 | — | $3,624 | 新建仓 |
| CB | CHUBB LTD | $3,748 | 0.00% | 11 | 11 | — | $3,748 | 新建仓 |
| SOLV | SOLVENTUM CORP | $3,780 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC | $3,796 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE | $3,845 | 0.00% | 40 | 40 | — | $3,845 | 新建仓 |
| — | GLOBAL X | $3,857 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY | $3,925 | 0.00% | 352 | -2,498 | -87.6% | -$2.79万 | 减仓 |
| CMBT | CMB TECH | $3,987 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY | $4,028 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY | $4,043 | 0.00% | 23 | 23 | — | $4,043 | 新建仓 |
| VOYA | VOYA FINANCIAL | $4,074 | 0.00% | 45 | 45 | — | $4,074 | 新建仓 |
| TRIP | TRIPADVISOR INC | $4,113 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON | $4,128 | 0.00% | 161 | 161 | — | $4,128 | 新建仓 |
| SYSB | ISHARES SYSTEMATIC | $4,275 | 0.00% | 48 | 48 | — | $4,275 | 新建仓 |
| ALRM | ALARM COM | $4,391 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| TREX | TREX CO | $4,404 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED | $4,430 | 0.00% | 50 | 50 | — | $4,430 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES | $4,483 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK | $4,602 | 0.00% | 96 | 30 | 45.5% | $1,438 | 加仓 |
| TMUS | T-MOBILE US | $4,696 | 0.00% | 28 | 28 | — | $4,696 | 新建仓 |
| QBTS | DWAVE QUANTUM | $4,798 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $4,815 | 0.00% | 45 | 45 | — | $4,815 | 新建仓 |
| CHDN | CHURCHILL DOWNS | $4,841 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $4,855 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $4,968 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO SHORT | $5,142 | 0.00% | 102 | 1 | 1.0% | $50 | 加仓 |
| NTRA | NATERA INC | $5,158 | 0.00% | 19 | 19 | — | $5,158 | 新建仓 |
| BJ | BJS WHOLESALE | $5,233 | 0.00% | 60 | 60 | — | $5,233 | 新建仓 |
| IDEF | ISHARES DEFENSE | $5,380 | 0.00% | 169 | 169 | — | $5,380 | 新建仓 |
| TRMB | TRIMBLE INC | $5,425 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL | $5,482 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI | $5,500 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $5,500 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $5,639 | 0.00% | 17 | -586 | -97.2% | -$19.44万 | 重新持有 |
| ONDS | ONDAS INC | $5,768 | 0.00% | 700 | -500 | -41.7% | -$4,120 | 减仓 |
| RSPD | INVESCO S&P | $5,880 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $6,038 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $6,094 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS | $6,097 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FSTE | $6,148 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET | $6,168 | 0.00% | 70 | -42,025 | -99.8% | -$370.30万 | 重新持有 |
| HYD | VANECK HIGH | $6,181 | 0.00% | 120 | 120 | — | $6,181 | 新建仓 |
| OMC | OMNICOM GROUP | $6,190 | 0.00% | 85 | 85 | — | $6,190 | 新建仓 |
| VTRS | VIATRIS INC | $6,209 | 0.00% | 391 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO S&P | $6,367 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U S | $6,376 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $6,377 | 0.00% | 13 | 13 | — | $6,377 | 新建仓 |
| BAH | BOOZ ALLEN | $6,431 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL | $6,507 | 0.00% | 55 | 55 | — | $6,507 | 新建仓 |
| SPLV | INVESCO S&P | $6,516 | 0.00% | 87 | -251 | -74.3% | -$1.88万 | 减仓 |