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 |
|---|---|---|---|---|---|---|---|---|
| PSC | PRINCIPAL US | $3.39万 | 0.01% | 484 | 484 | — | $3.39万 | 新建仓 |
| AVEM | AVANTIS EMERGING | $3.50万 | 0.01% | 363 | 363 | — | $3.50万 | 新建仓 |
| IEI | ISHARES 3-7YR | $3.56万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED | $3.56万 | 0.01% | 393 | -74 | -15.8% | -$6,704 | 减仓 |
| UBER | UBER TECHNOLOGIES | $3.56万 | 0.01% | 494 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD | $3.62万 | 0.01% | 480 | 31 | 6.9% | $2,341 | 加仓 |
| DRAM | ROUNDHILL MEMORY | $3.69万 | 0.01% | 500 | 500 | — | $3.69万 | 新建仓 |
| EMR | EMERSON ELECTRIC | $3.72万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $3.75万 | 0.01% | 486 | 186 | 62.0% | $1.43万 | 加仓 |
| PSX | PHILLIPS 66 | $3.80万 | 0.01% | 225 | 25 | 12.5% | $4,226 | 加仓 |
| — | GLOBAL X | $3.83万 | 0.01% | 1,952 | 0 | 0.0% | — | 不变 |
| TOTL | STATE STREET | $3.86万 | 0.01% | 978 | -228 | -18.9% | -$9,001 | 减仓 |
| JHMM | JOHN HANCOCK | $3.94万 | 0.01% | 526 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS | $4.03万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY | $4.08万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE | $4.10万 | 0.01% | 936 | 936 | — | $4.10万 | 新建仓 |
| LIT | GLOBAL X | $4.12万 | 0.01% | 526 | 526 | — | $4.12万 | 新建仓 |
| MDT | MEDTRONIC PLC | $4.14万 | 0.01% | 529 | 29 | 5.8% | $2,269 | 加仓 |
| IWB | ISHARES RUSSELL | $4.16万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| MFSI | MFS ACTIVE | $4.18万 | 0.01% | 1,288 | 1,288 | — | $4.18万 | 新建仓 |
| CVX | CHEVRON CORP | $4.19万 | 0.01% | 253 | -170 | -40.2% | -$2.82万 | 减仓 |
| IYZ | ISHARES U S | $4.21万 | 0.01% | 994 | 994 | — | $4.21万 | 新建仓 |
| EWW | ISHARES MSCI | $4.22万 | 0.01% | 560 | 560 | — | $4.22万 | 新建仓 |
| DBMF | IMGP DBI | $4.25万 | 0.01% | 1,387 | 1,387 | — | $4.25万 | 新建仓 |
| KMB | KIMBERLY CLARK | $4.26万 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| EPOL | ISHARES MSCI | $4.27万 | 0.01% | 1,106 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL | $4.28万 | 0.01% | 643 | 643 | — | $4.28万 | 新建仓 |
| AEP | AMERICAN ELECTRIC | $4.30万 | 0.01% | 314 | -49 | -13.5% | -$6,704 | 减仓 |
| KEY | KEYCORP NEW | $4.32万 | 0.01% | 1,874 | -1,056 | -36.0% | -$2.43万 | 减仓 |
| EPR | EPR PROPERTIES | $4.35万 | 0.01% | 750 | 250 | 50.0% | $1.45万 | 加仓 |
| TPR | TAPESTRY INC | $4.39万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES AEROSPACE | $4.46万 | 0.01% | 184 | 184 | — | $4.46万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $4.46万 | 0.01% | 492 | -2,817 | -85.1% | -$25.56万 | 减仓 |
| SNOW | SNOWFLAKE INC | $4.50万 | 0.01% | 177 | 75 | 73.5% | $1.91万 | 加仓 |
| USFR | WISDOMTREE FLOATING | $4.54万 | 0.01% | 902 | -21,782 | -96.0% | -$109.68万 | 减仓 |
| CSX | CSX CORP | $4.60万 | 0.01% | 968 | 68 | 7.6% | $3,232 | 加仓 |
| HONA | HONEYWELL AEROSPACE | $4.64万 | 0.01% | 210 | 210 | — | $4.64万 | 新建仓 |
| VAW | VANGUARD MATERIALS | $4.64万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $4.67万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $4.69万 | 0.01% | 400 | 400 | — | $4.69万 | 新建仓 |
| MTUM | ISHARES MSCI | $4.71万 | 0.01% | 138 | 48 | 53.3% | $1.64万 | 加仓 |
| SJM | SMUCKER JM | $4.73万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $4.73万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME | $4.75万 | 0.02% | 766 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING | $4.77万 | 0.02% | 24 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL | $4.81万 | 0.02% | 2,150 | 500 | 30.3% | $1.12万 | 加仓 |
| SITM | SITIME CORP | $4.85万 | 0.02% | 65 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER | $4.91万 | 0.02% | 300 | 300 | — | $4.91万 | 新建仓 |
| SPHQ | INVESCO S&P | $4.92万 | 0.02% | 546 | 170 | 45.2% | $1.53万 | 加仓 |
| SPYD | STATE STREET | $4.94万 | 0.02% | 1,035 | 0 | 0.0% | — | 不变 |
| BILS | STATE STREET | $4.96万 | 0.02% | 499 | -8 | -1.6% | -$796 | 减仓 |
| TY | TRI CONTINENTAL | $4.97万 | 0.02% | 1,445 | 1,445 | — | $4.97万 | 新建仓 |
| IUSB | ISHARES CORE | $5.13万 | 0.02% | 1,113 | 1,113 | — | $5.13万 | 新建仓 |
| PAVE | GLOBAL X | $5.25万 | 0.02% | 891 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $5.29万 | 0.02% | 682 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS | $5.45万 | 0.02% | 165 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVESTMENT | $5.45万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI | $5.51万 | 0.02% | 571 | 571 | — | $5.51万 | 新建仓 |
| KRE | SPDR S&P | $5.52万 | 0.02% | 737 | 216 | 41.5% | $1.62万 | 加仓 |
| PSN | PARSONS CORP | $5.53万 | 0.02% | 1,056 | -486 | -31.5% | -$2.55万 | 减仓 |
| VTEB | VANGUARD MUNICIPAL | $5.56万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| DLY | DOUBLELINE YIELD | $5.70万 | 0.02% | 4,050 | 250 | 6.6% | $3,518 | 加仓 |
| HYLB | XTRACKERS USD | $5.73万 | 0.02% | 1,568 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $5.73万 | 0.02% | 1,057 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK FALLEN | $5.79万 | 0.02% | 1,980 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $5.88万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $5.89万 | 0.02% | 376 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS | $5.89万 | 0.02% | 52 | 10 | 23.8% | $1.13万 | 加仓 |
| AIRR | FIRST TRUST | $5.93万 | 0.02% | 445 | 115 | 34.8% | $1.53万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES | $5.96万 | 0.02% | 3,362 | -2,000 | -37.3% | -$3.55万 | 减仓 |
| WINN | HARBOR LONG | $5.97万 | 0.02% | 1,840 | 1,840 | — | $5.97万 | 新建仓 |
| EMXC | ISHARES MSCI | $5.98万 | 0.02% | 585 | 286 | 95.7% | $2.93万 | 加仓 |
| FXY | INVESCO CURRENCYSHARES | $6.13万 | 0.02% | 1,086 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $6.24万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $6.27万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON | $6.33万 | 0.02% | 572 | 0 | 0.0% | — | 不变 |
| SPMB | STATE STREET | $6.39万 | 0.02% | 2,866 | -77 | -2.6% | -$1,718 | 减仓 |
| IBM | INTL BUSINESS | $6.44万 | 0.02% | 229 | 29 | 14.5% | $8,155 | 加仓 |
| VO | VANGUARD MID | $6.45万 | 0.02% | 801 | 637 | 388.4% | $5.13万 | 加仓 |
| CSCO | CISCO SYSTEMS | $6.47万 | 0.02% | 551 | 389 | 240.1% | $4.57万 | 加仓 |
| MMM | 3M COMPANY | $6.57万 | 0.02% | 406 | 21 | 5.5% | $3,399 | 加仓 |
| IVE | ISHARES S&P | $6.59万 | 0.02% | 290 | 90 | 45.0% | $2.05万 | 加仓 |
| BKDV | BNY MELLON | $6.62万 | 0.02% | 1,977 | 1,977 | — | $6.62万 | 新建仓 |
| MRP | MILLROSE PPTYS | $6.69万 | 0.02% | 2,225 | 1,825 | 456.2% | $5.48万 | 加仓 |
| OUSA | ALPS OSHARES | $6.71万 | 0.02% | 1,150 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI | $6.72万 | 0.02% | 877 | 849 | 3,032.1% | $6.50万 | 加仓 |
| AMGN | AMGEN INC | $6.74万 | 0.02% | 186 | 7 | 3.9% | $2,535 | 加仓 |
| MPWR | MONOLITHIC POWER | $6.77万 | 0.02% | 49 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $6.85万 | 0.02% | 4,926 | -128 | -2.5% | -$1,779 | 减仓 |
| ENPH | ENPHASE ENERGY | $6.90万 | 0.02% | 1,401 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $6.97万 | 0.02% | 313 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $7.04万 | 0.02% | 325 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR | $7.08万 | 0.02% | 108 | 108 | — | $7.08万 | 新建仓 |
| OKE | ONEOK INC | $7.24万 | 0.02% | 833 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PFD | $7.28万 | 0.02% | 6,714 | -44 | -0.7% | -$477 | 减仓 |
| STE | STERIS PLC | $7.37万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC | $7.42万 | 0.02% | 548 | 73 | 15.4% | $9,881 | 加仓 |
| CRWV | COREWEAVE INC | $7.63万 | 0.02% | 767 | -33 | -4.1% | -$3,285 | 减仓 |
| CLIP | GLOBAL X | $7.75万 | 0.02% | 772 | 772 | — | $7.75万 | 新建仓 |
| TER | TERADYNE INC | $7.84万 | 0.02% | 162 | 0 | 0.0% | — | 不变 |