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 |
|---|---|---|---|---|---|---|---|---|
| IQDG | WISDOMTREE INTL | $493.30万 | 1.56% | 114,507 | 4,969 | 4.5% | $21.41万 | 加仓 |
| EEM | ISHARES TR | $514.45万 | 1.63% | 75,201 | 1,580 | 2.1% | $10.81万 | 加仓 |
| XLV | STATE STREET | $522.16万 | 1.65% | 32,911 | 794 | 2.5% | $12.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $524.85万 | 1.66% | 9,035 | 2,166 | 31.5% | $125.83万 | 加仓 |
| XLF | STATE STREET | $530.69万 | 1.68% | 98,991 | 2,212 | 2.3% | $11.86万 | 加仓 |
| VUG | VANGUARD GROWTH | $614.17万 | 1.94% | 71,299 | -2,147 | -2.9% | -$18.49万 | 减仓 |
| BOND | PIMCO ETF TR | $644.89万 | 2.04% | 69,937 | 69,937 | — | $644.89万 | 新建仓 |
| AMZN | AMAZON COM INC | $647.57万 | 2.05% | 27,170 | -526 | -1.9% | -$12.54万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $727.69万 | 2.30% | 256,318 | -71,239 | -21.7% | -$202.25万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $764.53万 | 2.42% | 53,882 | 1,974 | 3.8% | $28.01万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $777.47万 | 2.46% | 154,291 | 4,951 | 3.3% | $24.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $994.29万 | 3.14% | 49,692 | 2,084 | 4.4% | $41.70万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,045.87万 | 3.31% | 232,467 | -38,568 | -14.2% | -$173.52万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,061.56万 | 3.36% | 83,090 | 83,090 | — | $1,061.56万 | 新建仓 |
| AAPL | APPLE INC | $1,528.50万 | 4.83% | 52,823 | -1,160 | -2.1% | -$33.57万 | 减仓 |
| XLK | STATE STREET | $1,842.87万 | 5.83% | 96,729 | -296 | -0.3% | -$5.64万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,847.59万 | 5.84% | 203,501 | 7,299 | 3.7% | $66.27万 | 加仓 |