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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -13,327 | -100.0% | -$112.80万 | 清仓 |
| COF | CAPITAL ONE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,027 | -100.0% | -$29.05万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -7,233 | -100.0% | -$27.05万 | 清仓 |
| HII | HUNTINGTON INGALLS | $0 | 0.00% | 0 | -729 | -100.0% | -$24.78万 | 清仓 |
| MSGE | MADISON SQUARE | $0 | 0.00% | 0 | -4,344 | -100.0% | -$23.41万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANET | ARISTA NETWORKS | $0 | 0.00% | 0 | -300 | -100.0% | -$3.93万 | 清仓 |
| ARCC | ARES CAPITAL | $0 | 0.00% | 0 | -1,403 | -100.0% | -$2.84万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.84万 | 清仓 |
| TTD | TRADE DESK | $0 | 0.00% | 0 | -410 | -100.0% | -$1.56万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -430 | -100.0% | -$1.49万 | 清仓 |
| GATX | GATX CORP | $0 | 0.00% | 0 | -76 | -100.0% | -$1.29万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -200 | -100.0% | -$1.25万 | 清仓 |
| JHSC | JOHN HANCOCK | $0 | 0.00% | 0 | -250 | -100.0% | -$1.05万 | 清仓 |
| BDX | BECTON DICKINSON | $0 | 0.00% | 0 | -50 | -100.0% | -$9,704 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -200 | -100.0% | -$8,340 | 清仓 |
| CARR | CARRIER GLOBAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTIS | OTIS WORLDWIDE | $0 | 0.00% | 0 | -72 | -100.0% | -$6,289 | 清仓 |
| IRM | IRON MOUNTAIN | $0 | 0.00% | 0 | -75 | -100.0% | -$6,221 | 清仓 |
| RQI | COHEN & STEERS | $0 | 0.00% | 0 | -500 | -100.0% | -$5,710 | 清仓 |
| VICI | VICI PROPERTIES | $0 | 0.00% | 0 | -200 | -100.0% | -$5,624 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -171 | -100.0% | -$5,171 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -30 | -100.0% | -$4,829 | 清仓 |
| AIN | ALBANY INTL | $0 | 0.00% | 0 | -91 | -100.0% | -$4,614 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -10 | -100.0% | -$4,264 | 清仓 |
| — | NUVEEN DOW | $0 | 0.00% | 0 | -277 | -100.0% | -$4,227 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -52 | -100.0% | -$3,501 | 清仓 |
| TEM | TEMPUS AI | $0 | 0.00% | 0 | -50 | -100.0% | -$2,953 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$1,881 | 清仓 |
| DSU | BLACKROCK DEBT | $0 | 0.00% | 0 | -133 | -100.0% | -$1,349 | 清仓 |
| IVOO | VANGUARD S&P | $0 | 0.00% | 0 | -10 | -100.0% | -$1,118 | 清仓 |
| FESM | FIDELITY COVINGTON | $0 | 0.00% | 0 | -20 | -100.0% | -$756 | 清仓 |
| WFC | WELLS FARGO | $0 | 0.00% | 0 | -8 | -100.0% | -$746 | 清仓 |
| — | GLOBAL X | $0 | 0.00% | 0 | -16 | -100.0% | -$492 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -5 | -100.0% | -$431 | 清仓 |
| — | FUTURE FINTECH | $0 | 0.00% | 0 | -500 | -100.0% | -$386 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -51 | -100.0% | -$368 | 清仓 |
| CC | CHEMOURS COMPANY | $0 | 0.00% | 0 | -27 | -100.0% | -$318 | 清仓 |
| FMNB | FARMERS NATIONAL | $0 | 0.00% | 0 | -23 | -100.0% | -$306 | 清仓 |
| MICC | MAGNUM ICE | $0 | 0.00% | 0 | -18 | -100.0% | -$285 | 清仓 |
| VIAV | VIAVI SOLUTIONS | $0 | 0.00% | 0 | -12 | -100.0% | -$214 | 清仓 |
| HYLN | HYLIION HOLDINGS | $12 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE | $40 | 0.00% | 1 | -160 | -99.4% | -$6,400 | 减仓 |
| — | TILRAY BRANDS | $52 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | CAMBRIA CANNABIS | $56 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS | $57 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES | $75 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL | $87 | 0.00% | 9 | -8 | -47.1% | -$77 | 减仓 |
| NAD | NUVEEN QUALITY | $92 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JPMORGAN | $94 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $98 | 0.00% | 6 | 2 | 50.0% | $33 | 加仓 |
| BUG | GLOBAL X | $100 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING | $102 | 0.00% | 2 | -6,227 | -100.0% | -$31.76万 | 减仓 |
| NOK | NOKIA CORP | $105 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | STRATEGY NASDAQ | $109 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X | $110 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS | $112 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR | $112 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| THQ | ABRDN HEALTHCARE | $118 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING | $119 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| — | OUTSET MEDICAL | $119 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST | $141 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | FUTURE FINTECH | $152 | 0.00% | 125 | 125 | — | $152 | 新建仓 |
| BDJ | BLACKROCK ENHANCED | $155 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT | $176 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | GABELLI GLOBAL | $180 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT PHYSICAL | $191 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $206 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTL | $213 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA | $232 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $250 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH | $251 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | ACQUIRERS SMALL | $256 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $262 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RSPG | INVESCO S&P | $328 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE | $532 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS | $539 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| JETS | U S GLOBAL | $542 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $555 | 0.00% | 15 | 15 | — | $555 | 新建仓 |
| FBTC | FIDELITY WISE | $590 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY | $606 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $638 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING | $685 | 0.00% | 100 | 100 | — | $685 | 新建仓 |
| GUNR | FLEXSHARES MORNINGSTAR | $717 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $751 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $760 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI | $774 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $779 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECH | $859 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL | $913 | 0.00% | 100 | 100 | — | $913 | 新建仓 |
| WVE | WAVE LIFE | $1,088 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE | $1,198 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST | $1,229 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY | $1,309 | 0.00% | 26 | -50 | -65.8% | -$2,517 | 减仓 |
| U | UNITY SOFTWARE | $1,404 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $1,415 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN | $1,444 | 0.00% | 29 | 0 | 0.0% | — | 不变 |