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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS | $7.92万 | 0.03% | 230 | 20 | 9.5% | $6,886 | 加仓 |
| C | CITIGROUP INC | $7.95万 | 0.03% | 568 | 196 | 52.7% | $2.74万 | 加仓 |
| GILD | GILEAD SCIENCES | $8.12万 | 0.03% | 643 | -5 | -0.8% | -$632 | 减仓 |
| AAAU | GOLDMAN SACHS | $8.14万 | 0.03% | 2,057 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $8.26万 | 0.03% | 208 | 208 | — | $8.26万 | 新建仓 |
| SLG | SL GREEN | $8.28万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $8.30万 | 0.03% | 886 | 91 | 11.4% | $8,523 | 加仓 |
| PEP | PEPSICO INC | $8.52万 | 0.03% | 629 | -100 | -13.7% | -$1.35万 | 减仓 |
| PFE | PFIZER INC | $8.52万 | 0.03% | 3,540 | 174 | 5.2% | $4,190 | 加仓 |
| VST | VISTRA CORP | $8.65万 | 0.03% | 545 | -492 | -47.4% | -$7.80万 | 减仓 |
| FE | FIRSTENERGY CORP | $8.76万 | 0.03% | 1,843 | 1,648 | 845.1% | $7.83万 | 加仓 |
| — | FRANKLIN FTSE | $8.98万 | 0.03% | 2,452 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 | $9.07万 | 0.03% | 1,049 | -12 | -1.1% | -$1,037 | 减仓 |
| LITE | LUMENTUM HOLDINGS | $9.10万 | 0.03% | 106 | -176 | -62.4% | -$15.10万 | 减仓 |
| ZS | ZSCALER INC | $9.25万 | 0.03% | 655 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $9.33万 | 0.03% | 411 | 300 | 270.3% | $6.81万 | 加仓 |
| CDNS | CADENCE DESIGN | $9.61万 | 0.03% | 256 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS | $9.62万 | 0.03% | 731 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $9.64万 | 0.03% | 437 | 17 | 4.0% | $3,748 | 加仓 |
| SPMO | INVESCO S&P | $9.69万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE | $10.06万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $10.08万 | 0.03% | 411 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $10.42万 | 0.03% | 576 | 143 | 33.0% | $2.59万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY | $10.84万 | 0.03% | 570 | -119 | -17.3% | -$2.26万 | 减仓 |
| DIS | WALT DISNEY | $11.17万 | 0.04% | 1,161 | 44 | 3.9% | $4,234 | 加仓 |
| IWR | ISHARES RUSSELL | $11.41万 | 0.04% | 1,034 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT | $11.44万 | 0.04% | 4,737 | -50 | -1.0% | -$1,207 | 减仓 |
| DG | DOLLAR GENL | $11.63万 | 0.04% | 1,010 | 100 | 11.0% | $1.15万 | 加仓 |
| SPAB | STATE STREET | $11.77万 | 0.04% | 4,613 | 735 | 19.0% | $1.88万 | 加仓 |
| DGRO | ISHARES CORE | $12.13万 | 0.04% | 1,600 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND | $12.21万 | 0.04% | 516 | 10 | 2.0% | $2,366 | 加仓 |
| NBIS | NEBIUS GROUP | $12.43万 | 0.04% | 450 | 450 | — | $12.43万 | 新建仓 |
| QCOM | QUALCOMM INC | $12.45万 | 0.04% | 674 | 55 | 8.9% | $1.02万 | 加仓 |
| LMT | LOCKHEED MARTIN | $12.48万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESSIONALLY MANAGED | $12.58万 | 0.04% | 2,365 | -1,250 | -34.6% | -$6.65万 | 减仓 |
| T | AT&T INC | $12.59万 | 0.04% | 6,084 | -631 | -9.4% | -$1.31万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS | $12.99万 | 0.04% | 3,534 | 1,240 | 54.1% | $4.56万 | 加仓 |
| NEE | NEXTERA ENERGY | $13.27万 | 0.04% | 1,512 | 118 | 8.5% | $1.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $13.61万 | 0.04% | 3,215 | -300 | -8.5% | -$1.27万 | 减仓 |
| IWM | ISHARES RUSSELL | $13.77万 | 0.04% | 458 | -13 | -2.8% | -$3,907 | 减仓 |
| LRCX | LAM RESEARCH | $14.00万 | 0.04% | 323 | 23 | 7.7% | $9,967 | 加仓 |
| XOP | STATE STREET | $14.01万 | 0.04% | 908 | 259 | 39.9% | $4.00万 | 加仓 |
| MGM | MGM RESORTS | $14.10万 | 0.04% | 2,950 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS | $14.18万 | 0.04% | 400 | -300 | -42.9% | -$10.64万 | 减仓 |
| VDC | VANGUARD CONSUMER | $14.21万 | 0.04% | 630 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $14.63万 | 0.05% | 525 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE | $15.38万 | 0.05% | 1,586 | 1,586 | — | $15.38万 | 新建仓 |
| — | AVANTIS CORE | $16.19万 | 0.05% | 3,475 | -519 | -13.0% | -$2.42万 | 减仓 |
| DIA | STATE STREET | $16.25万 | 0.05% | 311 | -18,999 | -98.4% | -$992.92万 | 减仓 |
| FDN | FIRST TRUST | $16.47万 | 0.05% | 622 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $16.49万 | 0.05% | 869 | 21 | 2.5% | $3,984 | 加仓 |
| DE | DEERE & CO | $16.75万 | 0.05% | 264 | 10 | 3.9% | $6,343 | 加仓 |
| MRK | MERCK & COMPANY | $17.08万 | 0.05% | 1,329 | 330 | 33.0% | $4.24万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $17.21万 | 0.05% | 1,475 | -254 | -14.7% | -$2.96万 | 减仓 |
| WMB | WILLIAMS COS | $17.47万 | 0.06% | 2,350 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $17.57万 | 0.06% | 1,530 | 1,330 | 665.0% | $15.28万 | 加仓 |
| IYW | ISHARES TECHNOLOGY | $17.66万 | 0.06% | 700 | -400 | -36.4% | -$10.09万 | 减仓 |
| BND | VANGUARD TOTAL | $17.77万 | 0.06% | 2,421 | 301 | 14.2% | $2.21万 | 加仓 |
| — | T ROWE | $17.95万 | 0.06% | 3,500 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $18.26万 | 0.06% | 580 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE | $19.17万 | 0.06% | 1,740 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $19.63万 | 0.06% | 2,728 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $19.91万 | 0.06% | 1,426 | 826 | 137.7% | $11.53万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS | $20.25万 | 0.06% | 562 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI | $20.68万 | 0.07% | 943 | 37 | 4.1% | $8,116 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $20.72万 | 0.07% | 5,523 | -1,297 | -19.0% | -$4.87万 | 减仓 |
| KO | COCA COLA COMPANY | $21.48万 | 0.07% | 2,642 | 325 | 14.0% | $2.64万 | 加仓 |
| TIP | ISHARES TIPS | $21.83万 | 0.07% | 1,995 | -16 | -0.8% | -$1,751 | 减仓 |
| PG | PROCTER & GAMBLE | $22.33万 | 0.07% | 1,522 | -20 | -1.3% | -$2,934 | 减仓 |
| GE | GE AEROSPACE | $22.35万 | 0.07% | 598 | 331 | 124.0% | $12.37万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $22.41万 | 0.07% | 310 | 310 | — | $22.41万 | 新建仓 |
| KLAC | KLA CORP | $22.63万 | 0.07% | 750 | 750 | — | $22.63万 | 新建仓 |
| ORCL | ORACLE CORP | $23.99万 | 0.08% | 1,637 | 1,571 | 2,380.3% | $23.02万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $24.05万 | 0.08% | 5,038 | 5,038 | — | $24.05万 | 新建仓 |
| TJX | TJX COS | $24.50万 | 0.08% | 1,617 | 1,517 | 1,517.0% | $22.98万 | 加仓 |
| XYZ | BLOCK INC | $25.44万 | 0.08% | 3,347 | 3,267 | 4,083.8% | $24.83万 | 加仓 |
| VBR | VANGUARD SMALL | $25.73万 | 0.08% | 1,059 | -28 | -2.6% | -$6,804 | 减仓 |
| SO | SOUTHERN CO | $26.77万 | 0.08% | 2,797 | 2,572 | 1,143.1% | $24.61万 | 加仓 |
| LQD | ISHARES IBOXX | $27.25万 | 0.09% | 2,498 | -43 | -1.7% | -$4,690 | 减仓 |
| UAL | UNITED AIRLINES | $27.97万 | 0.09% | 2,057 | 0 | 0.0% | — | 不变 |
| SECT | NORTHERN LTS FD TR IV | $28.12万 | 0.09% | 3,902 | 3,902 | — | $28.12万 | 新建仓 |
| SCHG | SCHWAB US | $28.37万 | 0.09% | 8,382 | -166 | -1.9% | -$5,618 | 减仓 |
| VB | VANGUARD SMALL | $28.70万 | 0.09% | 947 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $28.70万 | 0.09% | 4,203 | -193 | -4.4% | -$1.32万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $31.04万 | 0.10% | 11,359 | 1,249 | 12.4% | $3.41万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $31.30万 | 0.10% | 445 | 75 | 20.3% | $5.28万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE | $31.97万 | 0.10% | 4,168 | -42 | -1.0% | -$3,221 | 减仓 |
| DVY | ISHARES TR | $32.04万 | 0.10% | 2,050 | -100 | -4.7% | -$1.56万 | 减仓 |
| MYCH | SPDR SSGA | $32.33万 | 0.10% | 12,980 | 843 | 6.9% | $2.10万 | 加仓 |
| GOVT | ISHARES U S | $32.48万 | 0.10% | 14,260 | 969 | 7.3% | $2.21万 | 加仓 |
| TPG | TPG INC | $33.18万 | 0.10% | 8,183 | 8,183 | — | $33.18万 | 新建仓 |
| V | VISA INC | $34.29万 | 0.11% | 999 | 50 | 5.3% | $1.72万 | 加仓 |
| IBKR | INTERACTIVE BROKERS | $34.70万 | 0.11% | 3,987 | 3,987 | — | $34.70万 | 新建仓 |
| BSMQ | INVESCO BULLETSHARES | $35.16万 | 0.11% | 14,935 | -3,108 | -17.2% | -$7.32万 | 减仓 |
| WDC | WESTERN DIGITAL | $35.59万 | 0.11% | 557 | 117 | 26.6% | $7.47万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $35.96万 | 0.11% | 865 | 698 | 418.0% | $29.02万 | 加仓 |
| COP | CONOCOPHILLIPS | $36.92万 | 0.12% | 3,551 | 782 | 28.2% | $8.13万 | 加仓 |
| VOO | VANGUARD S&P | $37.01万 | 0.12% | 539 | 294 | 120.0% | $20.19万 | 加仓 |
| NOW | SERVICENOW INC | $37.47万 | 0.12% | 3,774 | 1,028 | 37.4% | $10.21万 | 加仓 |
| FITB | FIFTH THIRD | $38.37万 | 0.12% | 6,806 | 119 | 1.8% | $6,708 | 加仓 |