13F 机构持仓

Fourth Dimension Wealth, LLC

MIDDLEBURG HEIGHTS OH · SEC CIK 0002056691

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.16亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPTM 5.8%
XLK 5.8%
AAPL 4.8%
RWL 3.4%
JMBS 3.3%
NVDA 3.1%
SPDW 2.5%
GSLC 2.4%
SPTI 2.3%
AMZN 2.0%

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
KTB KONTOOR BRANDS $00.00%0 -5,119-100.0% -$35.98万 清仓
HSY HERSHEY COMPANY $00.00%0 -1,685-100.0% -$35.02万 清仓
WYNN WYNN RESORTS $00.00%0 -2,923-100.0% -$29.68万 清仓
ARES ARES MANAGEMENT $00.00%0 -2,547-100.0% -$27.79万 清仓
BKNG BOOKING HOLDINGS $00.00%0 -250-100.0% -$4.21万 清仓
ERO ERO COPPER $00.00%0 -710-100.0% -$1.89万 清仓
HWM HOWMET AEROSPACE $00.00%0 -78-100.0% -$1.80万 清仓
— MASIMO CORP $00.00%0 -100-100.0% -$1.78万 清仓
EWY ISHARES MSCI $00.00%0 -143-100.0% -$1.76万 清仓
AEM AGNICO-EAGLE $00.00%0 -85-100.0% -$1.73万 清仓
CCJ CAMECO CORP $00.00%0 -158-100.0% -$1.72万 清仓
USAR USA RARE $00.00%0 -950-100.0% -$1.44万 清仓
KEP KOREA ELECTRIC $00.00%0 -915-100.0% -$1.30万 清仓
AAOI APPLIED OPTOELECTRONICS $00.00%0 -150-100.0% -$1.27万 清仓
TROW T ROWE $00.00%0 -140-100.0% -$1.26万 清仓
COHR COHERENT CORP $00.00%0 -45-100.0% -$1.07万 清仓
CLX CLOROX COMPANY $00.00%0 -100-100.0% -$1.04万 清仓
CNQ CANADIAN NATURAL $00.00%0 -200-100.0% -$9,746 清仓
FUN SIX FLAGS $00.00%0 -390-100.0% -$6,923 清仓
DOW DOW INC $00.00%0 -155-100.0% -$6,456 清仓
— AIR LEASE $00.00%0 -89-100.0% -$5,780 清仓
CHE CHEMED CORP $00.00%0 -13-100.0% -$4,911 清仓
UL UNILEVER PLC $00.00%0 -82-100.0% -$4,672 清仓
— SIREN NEXGEN $00.00%0 -200-100.0% -$4,198 清仓
— DUPONT DE $00.00%0 -29-100.0% -$3,985 清仓
ETSY ETSY INC $00.00%0 -76-100.0% -$3,798 清仓
— ONESTREAM INC $00.00%0 -140-100.0% -$3,360 清仓
— STATE STREET $00.00%0 -38-100.0% -$2,979 清仓
CCL CARNIVAL CORP $00.00%0 -100-100.0% -$2,588 清仓
RGEN REPLIGEN CORP $00.00%0 -20-100.0% -$2,356 清仓
FWRG FIRST WATCH $00.00%0 -200-100.0% -$2,096 清仓
XOVR ERSHARES PRIVATE $00.00%0 -100-100.0% -$1,689 清仓
AEE AMEREN CORP $00.00%0 -15-100.0% -$1,640 清仓
OWL BLUE OWL $00.00%0 -100-100.0% -$913 清仓
— FUTURE FINTECH $00.00%0 -125-100.0% -$152 清仓
— CAMBRIA CANNABIS $00.00%0 -11-100.0% -$56 清仓
VIAV VIAVI SOLUTIONS $00.00%0 0— — 清仓
BP BP PLC $00.00%0 0— — 清仓
IRDM IRIDIUM COMMUNICATIONS $00.00%0 0— — 清仓
— TILRAY BRANDS $360.00%8 00.0% — 不变
HYLN HYLIION HOLDINGS $360.00%7 00.0% — 不变
BEPC BROOKFIELD RENEWABLE $370.00%1 00.0% — 不变
XAWFX ALLIANCEBERNSTEIN GLOBAL $900.00%9 00.0% — 不变
EMB ISHARES JPMORGAN $960.00%1 00.0% — 不变
NAD NUVEEN QUALITY $970.00%8 00.0% — 不变
FLOT ISHARES FLOATING $1020.00%2 00.0% — 不变
PFFD GLOBAL X $1120.00%6 00.0% — 不变
— STRATEGY NASDAQ $1140.00%5 00.0% — 不变
TAN INVESCO SOLAR $1180.00%2 00.0% — 不变
THQ ABRDN HEALTHCARE $1310.00%7 00.0% — 不变
ARKQ ARK AUTONOMOUS $1320.00%1 00.0% — 不变
— BLINK CHARGING $1340.00%210 00.0% — 不变
— OUTSET MEDICAL $1340.00%31 00.0% — 不变
FVD FIRST TRUST $1450.00%3 00.0% — 不变
BUG GLOBAL X $1530.00%4 00.0% — 不变
CEF SPROTT PHYSICAL $1610.00%4 00.0% — 不变
BDJ BLACKROCK ENHANCED $1720.00%18 00.0% — 不变
NOK NOKIA CORP $1730.00%13 00.0% — 不变
VGSH VANGUARD SHORT $1750.00%3 00.0% — 不变
DJT TRUMP MEDIA $1940.00%25 00.0% — 不变
— GABELLI GLOBAL $1950.00%12 00.0% — 不变
— GLOBAL X $1980.00%8 00.0% — 不变
IDV ISHARES INTL $2070.00%5 00.0% — 不变
KD KYNDRYL HOLDINGS $2260.00%20 00.0% — 不变
WAB WABTEC $2700.00%1 00.0% — 不变
WOLF WOLFSPEED INC $2900.00%6 00.0% — 不变
RSPG INVESCO S&P $2940.00%3 00.0% — 不变
— ACQUIRERS SMALL $2970.00%7 00.0% — 不变
TDOC TELADOC HEALTH $3900.00%46 00.0% — 不变
SPH SUBURBAN PROPANE $4620.00%27 00.0% — 不变
FBTC FIDELITY WISE $5110.00%10 00.0% — 不变
PRF INVESCO FTSE $5400.00%10 -8,563-99.9% -$46.24万 减仓
CTSH COGNIZANT TECH $5420.00%14 00.0% — 不变
VSNT VERSANT MEDIA $5450.00%15 00.0% — 不变
IP INTL PAPER $5720.00%15 15— $572 新建仓
GUNR FLEXSHARES MORNINGSTAR $6410.00%13 00.0% — 不变
— NYXOAH S A $6760.00%400 -390-49.4% -$659 减仓
SLVM SYLVAMO CORP $6800.00%18 00.0% — 不变
ECHO ECHOSTAR CORP $7110.00%7 7— $711 新建仓
JETS U S GLOBAL $7310.00%22 00.0% — 不变
ELF E L F BEAUTY $7400.00%10 00.0% — 不变
QS QUANTUMSCAPE CORP $7560.00%100 00.0% — 不变
BBAI BIGBEAR AI $8070.00%220 00.0% — 不变
SCZ ISHARES MSCI $8290.00%10 00.0% — 不变
WVE WAVE LIFE $8720.00%150 00.0% — 不变
NWL NEWELL BRANDS $9640.00%157 00.0% — 不变
QUBT QUANTUM COMPUTING $9700.00%100 00.0% — 不变
DVN DEVON ENERGY $1,0750.00%26 00.0% — 不变
GLPI GAMING & LEISURE $1,2020.00%27 00.0% — 不变
DOCN DIGITALOCEAN HOLDINGS $1,2560.00%8 8— $1,256 新建仓
CRNC CERENCE INC $1,3470.00%119 00.0% — 不变
RBLX ROBLOX CORP $1,3600.00%25 00.0% — 不变
RDVY FIRST TRUST $1,4590.00%18 00.0% — 不变
BE BLOOM ENERGY $1,5130.00%5 -95-95.0% -$2.87万 减仓
RKLB ROCKET LAB $1,6260.00%16 16— $1,626 新建仓
RIVN RIVIAN AUTOMOTIVE $1,7350.00%100 00.0% — 不变
NVTS NAVITAS SEMICONDUCTOR $1,7920.00%100 -100-50.0% -$1,792 减仓
AWR AMERICAN STS WTR CO $1,8000.00%22 00.0% — 不变
BLOK AMPLIFY BLOCKCHAIN $1,8160.00%29 00.0% — 不变
U UNITY SOFTWARE $1,8290.00%64 00.0% — 不变