Fourth Dimension Wealth, LLC
MIDDLEBURG HEIGHTS OH · SEC CIK 0002056691
$2.64亿2026Q1 申报市值
593持仓数
38.0%前十大占比 · 第一大 5.9%
33 / 39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
SPTM 加仓+$127.83万
GSLC 加仓+$47.27万
QQQ 加仓+$44.67万
GLNG 新建仓+$41.12万
PRF 加仓+$40.70万
2026Q1 卖出最多 按季末市值估算
IXUS 清仓-$112.80万
VUG 减仓-$81.42万
AGG 减仓-$69.76万
VTV 减仓-$68.91万
NVDA 减仓-$55.34万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQJ | INVESCO NASDAQ | $1.81万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS | $1.82万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.82万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $1.82万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P | $1.84万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES | $1.88万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS | $1.88万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL | $1.89万 | 0.01% | 1,201 | 1,201 | — | $1.89万 | 新建仓 |
| ERO | ERO COPPER | $1.89万 | 0.01% | 710 | 710 | — | $1.89万 | 新建仓 |
| CRCL | CIRCLE INTERNET | $1.91万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE | $1.92万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $1.93万 | 0.01% | 98 | 98 | — | $1.93万 | 新建仓 |
| IWD | ISHARES RUSSELL | $1.94万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HOLDINGS | $1.95万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE | $1.96万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES | $1.98万 | 0.01% | 36 | 36 | — | $1.98万 | 新建仓 |
| VPU | VANGUARD UTILITIES | $1.98万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS | $1.99万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X | $1.99万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 | $2.04万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER | $2.04万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.06万 | 0.01% | 291 | 66 | 29.3% | $4,668 | 加仓 |
| BXP | BXP INC | $2.08万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA | $2.09万 | 0.01% | 103 | -13 | -11.2% | -$2,641 | 减仓 |
| RY | ROYAL BANK | $2.10万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US | $2.11万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| ONEY | STATE STREET | $2.12万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.13万 | 0.01% | 255 | -4 | -1.5% | -$335 | 减仓 |
| AXON | AXON ENTERPRISE | $2.17万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI | $2.17万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $2.17万 | 0.01% | 225 | -103 | -31.4% | -$9,942 | 减仓 |
| WELL | WELLTOWER INC | $2.19万 | 0.01% | 111 | -1,660 | -93.7% | -$32.82万 | 减仓 |
| KIE | STATE STREET | $2.22万 | 0.01% | 403 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $2.23万 | 0.01% | 300 | -142 | -32.1% | -$1.06万 | 减仓 |
| SITM | SITIME CORP | $2.24万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $2.25万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT | $2.30万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP | $2.34万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $2.35万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI | $2.35万 | 0.01% | 299 | -137 | -31.4% | -$1.08万 | 减仓 |
| ULTA | ULTA BEAUTY | $2.35万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL | $2.39万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $2.42万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET | $2.43万 | 0.01% | 408 | -5 | -1.2% | -$298 | 减仓 |
| SPLV | INVESCO S&P | $2.47万 | 0.01% | 338 | -156 | -31.6% | -$1.14万 | 减仓 |
| EPR | EPR PROPERTIES | $2.50万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP | $2.51万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC | $2.51万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P | $2.59万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUNICIPAL | $2.60万 | 0.01% | 2,134 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI | $2.60万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES | $2.60万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2.65万 | 0.01% | 600 | -27 | -4.3% | -$1,192 | 减仓 |
| PNC | PNC FINANCIAL | $2.67万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN | $2.75万 | 0.01% | 100 | -857 | -89.6% | -$23.58万 | 减仓 |
| WPC | W P CAREY | $2.75万 | 0.01% | 405 | -395 | -49.4% | -$2.69万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $2.79万 | 0.01% | 100 | -151 | -60.2% | -$4.22万 | 减仓 |
| SPHQ | INVESCO S&P | $2.83万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER | $2.90万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS | $3.06万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN FTSE | $3.11万 | 0.01% | 937 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $3.11万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET | $3.13万 | 0.01% | 1,343 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS | $3.17万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING | $3.17万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $3.19万 | 0.01% | 664 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3.24万 | 0.01% | 614 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP | $3.38万 | 0.01% | 2,251 | 0 | 0.0% | — | 不变 |
| KRE | SPDR S&P | $3.39万 | 0.01% | 521 | -241 | -31.6% | -$1.57万 | 减仓 |
| EMR | EMERSON ELECTRIC | $3.41万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN | $3.47万 | 0.01% | 121 | -133 | -52.4% | -$3.82万 | 减仓 |
| NLY | ANNALY CAPITAL | $3.49万 | 0.01% | 1,650 | 500 | 43.5% | $1.06万 | 加仓 |
| JHMM | JOHN HANCOCK | $3.53万 | 0.01% | 526 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES | $3.55万 | 0.01% | 494 | -100 | -16.8% | -$7,193 | 减仓 |
| FSSL | FS SPECIALTY | $3.56万 | 0.01% | 2,850 | 2 | 0.1% | $25 | 加仓 |
| MCHI | ISHARES MSCI | $3.58万 | 0.01% | 638 | -294 | -31.5% | -$1.65万 | 减仓 |
| IEI | ISHARES 3-7YR | $3.59万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL | $3.62万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $3.64万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3.65万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TRUST | $3.66万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $3.69万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED | $3.74万 | 0.01% | 467 | -215 | -31.5% | -$1.72万 | 减仓 |
| KMB | KIMBERLY CLARK | $3.74万 | 0.01% | 388 | -16 | -4.0% | -$1,544 | 减仓 |
| — | GLOBAL X | $3.79万 | 0.01% | 1,952 | 38 | 2.0% | $738 | 加仓 |
| CALM | CAL MAINE FOODS | $3.96万 | 0.02% | 500 | 500 | — | $3.96万 | 新建仓 |
| IAU | ISHARES GOLD | $3.96万 | 0.02% | 449 | 0 | 0.0% | — | 不变 |
| EPOL | ISHARES MSCI | $4.03万 | 0.02% | 1,106 | -14 | -1.2% | -$510 | 减仓 |
| SJM | SMUCKER JM | $4.05万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $4.17万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS | $4.21万 | 0.02% | 10 | 10 | — | $4.21万 | 新建仓 |
| C | CITIGROUP INC | $4.22万 | 0.02% | 372 | -350 | -48.5% | -$3.97万 | 减仓 |
| IVE | ISHARES S&P | $4.22万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $4.23万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $4.33万 | 0.02% | 500 | -5 | -1.0% | -$433 | 减仓 |
| STZ | CONSTELLATION BRANDS | $4.50万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $4.52万 | 0.02% | 167 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X | $4.53万 | 0.02% | 891 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS | $4.57万 | 0.02% | 203 | -1 | -0.5% | -$225 | 减仓 |
| O | REALTY INCOME | $4.69万 | 0.02% | 766 | 0 | 0.0% | — | 不变 |