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 |
|---|---|---|---|---|---|---|---|---|
| AIQ | GLOBAL X | $6,561 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $6,601 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS | $6,622 | 0.00% | 22 | 6 | 37.5% | $1,806 | 加仓 |
| PKG | PACKAGING CORP | $6,672 | 0.00% | 28 | 28 | — | $6,672 | 新建仓 |
| SNY | SANOFI | $6,698 | 0.00% | 157 | 157 | — | $6,698 | 新建仓 |
| IR | INGERSOLL RAND | $6,806 | 0.00% | 83 | 83 | — | $6,806 | 新建仓 |
| VV | VANGUARD LARGE | $6,830 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $6,859 | 0.00% | 11 | 11 | — | $6,859 | 新建仓 |
| BAX | BAXTER INTL | $6,972 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| BLCR | ISHARES LARGE | $7,110 | 0.00% | 141 | 141 | — | $7,110 | 新建仓 |
| SLB | SLB LTD | $7,392 | 0.00% | 159 | 159 | — | $7,392 | 新建仓 |
| DTE | DTE ENERGY | $7,619 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $7,659 | 0.00% | 82 | 64 | 355.6% | $5,978 | 加仓 |
| NRG | NRG ENERGY | $7,742 | 0.00% | 53 | 53 | — | $7,742 | 新建仓 |
| PPL | PPL CORP | $7,852 | 0.00% | 216 | 216 | — | $7,852 | 新建仓 |
| LPX | LA PAC CORP | $7,945 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE | $8,005 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $8,038 | 0.00% | 139 | -17 | -10.9% | -$983 | 减仓 |
| SYNA | SYNAPTICS INC | $8,075 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $8,082 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE | $8,160 | 0.00% | 89 | 89 | — | $8,160 | 新建仓 |
| MGV | VANGUARD MEGA | $8,173 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL | $8,351 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI | $8,368 | 0.00% | 164 | -474 | -74.3% | -$2.42万 | 减仓 |
| ITRI | ITRON INC | $8,393 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCE BERNSTEIN | $8,453 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $8,526 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $8,529 | 0.00% | 80 | 23 | 40.4% | $2,452 | 加仓 |
| THRO | ISHARES U S | $8,588 | 0.00% | 199 | 199 | — | $8,588 | 新建仓 |
| KGS | KODIAK GAS | $8,640 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP | $8,719 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| USB | U S BANCORP DE | $8,819 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS | $8,849 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE | $8,894 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST | $8,985 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD | $9,022 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $9,047 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL | $9,192 | 0.00% | 227 | -3 | -1.3% | -$121 | 减仓 |
| JANX | JANUX THERAPEUTICS | $9,216 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW | $9,298 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $9,410 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK FDG | $9,616 | 0.00% | 10 | 10 | — | $9,616 | 新建仓 |
| PBR | PETROLEO BRASILEIRO | $9,696 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $9,697 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI | $9,781 | 0.00% | 79 | 79 | — | $9,781 | 新建仓 |
| WWD | WOODWARD INC | $9,785 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA INC | $9,857 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP INC | $1.02万 | 0.00% | 74 | 74 | — | $1.02万 | 新建仓 |
| AIZ | ASSURANT INC | $1.02万 | 0.00% | 38 | 38 | — | $1.02万 | 新建仓 |
| COIN | COINBASE GLOBAL | $1.02万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE | $1.02万 | 0.00% | 300 | 300 | — | $1.02万 | 新建仓 |
| USIG | ISHARES BROAD | $1.03万 | 0.00% | 200 | 200 | — | $1.03万 | 新建仓 |
| ONEQ | FIDELITY NASDAQ | $1.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $1.03万 | 0.00% | 38 | 10 | 35.7% | $2,720 | 加仓 |
| SCHV | SCHWAB US | $1.04万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1.04万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY | $1.05万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE | $1.05万 | 0.00% | 208 | 208 | — | $1.05万 | 新建仓 |
| PPA | INVESCO AEROSPACE | $1.08万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS | $1.08万 | 0.00% | 234 | 34 | 17.0% | $1,570 | 加仓 |
| HYMB | STATE STREET | $1.08万 | 0.00% | 425 | 2 | 0.5% | $51 | 加仓 |
| IBIT | ISHARES BITCOIN | $1.08万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $1.08万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING | $1.08万 | 0.00% | 501 | -52 | -9.4% | -$1,126 | 减仓 |
| URA | GLOBAL X | $1.09万 | 0.00% | 250 | -719 | -74.2% | -$3.14万 | 减仓 |
| IWN | ISHARES RUSSELL | $1.11万 | 0.00% | 50 | -15 | -23.1% | -$3,318 | 减仓 |
| CCI | CROWN CASTLE | $1.14万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY | $1.16万 | 0.00% | 1,428 | 0 | 0.0% | — | 不变 |
| RWR | STATE STREET | $1.16万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $1.17万 | 0.00% | 35 | 5 | 16.7% | $1,674 | 加仓 |
| CMG | CHIPOTLE MEXICAN | $1.19万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN | $1.19万 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES | $1.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN | $1.22万 | 0.00% | 24 | 17 | 242.9% | $8,658 | 加仓 |
| XLG | INVESCO S&P | $1.22万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $1.23万 | 0.00% | 75 | -90 | -54.5% | -$1.48万 | 减仓 |
| BAI | ISHARES A I | $1.23万 | 0.00% | 234 | 234 | — | $1.23万 | 新建仓 |
| BIT | BLACKROCK MULTI | $1.25万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET | $1.25万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP | $1.26万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| RA | BROOKFIELD REAL | $1.29万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.29万 | 0.00% | 25 | -5 | -16.7% | -$2,576 | 减仓 |
| LPLA | LPL FINANCIAL | $1.32万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1.35万 | 0.00% | 60 | -15 | -20.0% | -$3,364 | 减仓 |
| SKYY | FIRST TRUST | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KBDC | KAYNE ANDERSON | $1.35万 | 0.00% | 1,000 | 1,000 | — | $1.35万 | 新建仓 |
| ROKU | ROKU INC | $1.38万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELECTRIC | $1.38万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS | $1.39万 | 0.00% | 100 | -200 | -66.7% | -$2.78万 | 减仓 |
| TFSL | TFS FINANCIAL | $1.40万 | 0.00% | 792 | 5 | 0.6% | $89 | 加仓 |
| TLH | ISHARES 10-20YR | $1.41万 | 0.00% | 141 | 141 | — | $1.41万 | 新建仓 |
| COF | CAPITAL ONE | $1.42万 | 0.00% | 71 | -1,165 | -94.3% | -$23.37万 | 重新持有 |
| ALL | ALLSTATE CORP | $1.43万 | 0.00% | 60 | 60 | — | $1.43万 | 新建仓 |
| PRU | PRUDENTIAL FINANCIAL | $1.44万 | 0.00% | 133 | -34 | -20.4% | -$3,673 | 减仓 |
| KMI | KINDER MORGAN | $1.44万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $1.44万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE | $1.45万 | 0.00% | 44 | 44 | — | $1.45万 | 新建仓 |
| CDP | COPT DEFENSE | $1.46万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COMMERCIAL | $1.50万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON | $1.53万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |