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 |
|---|---|---|---|---|---|---|---|---|
| DKS | DICKS SPORTING | $35.00万 | 0.13% | 1,765 | 1,765 | — | $35.00万 | 新建仓 |
| JGRO | JPMORGAN ACTIVE | $34.23万 | 0.13% | 4,050 | 550 | 15.7% | $4.65万 | 加仓 |
| MPC | MARATHON PETROLEUM | $34.11万 | 0.13% | 1,397 | -39 | -2.7% | -$9,523 | 减仓 |
| ABT | ABBOTT LABORATORIES | $33.98万 | 0.13% | 3,309 | 1,141 | 52.6% | $11.72万 | 加仓 |
| CLS | CELESTICA INC | $32.93万 | 0.12% | 1,169 | 625 | 114.9% | $17.61万 | 加仓 |
| DVY | ISHARES TR | $32.55万 | 0.12% | 2,150 | 2,150 | — | $32.55万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE | $32.49万 | 0.12% | 4,210 | -601 | -12.5% | -$4.64万 | 减仓 |
| BAC | BANK AMERICA | $32.04万 | 0.12% | 6,572 | 2,295 | 53.7% | $11.19万 | 加仓 |
| SHYD | VANECK SHORT | $31.76万 | 0.12% | 14,015 | 150 | 1.1% | $3,399 | 加仓 |
| FITB | FIFTH THIRD | $31.07万 | 0.12% | 6,687 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $30.84万 | 0.12% | 1,418 | -6 | -0.4% | -$1,305 | 减仓 |
| GOVT | ISHARES U S | $30.45万 | 0.12% | 13,291 | 399 | 3.1% | $9,141 | 加仓 |
| MYCH | SPDR SSGA | $30.29万 | 0.11% | 12,137 | 715 | 6.3% | $1.78万 | 加仓 |
| WYNN | WYNN RESORTS | $29.68万 | 0.11% | 2,923 | 1,582 | 118.0% | $16.07万 | 加仓 |
| NOW | SERVICENOW INC | $28.71万 | 0.11% | 2,746 | 2,126 | 342.9% | $22.23万 | 加仓 |
| V | VISA INC | $28.70万 | 0.11% | 949 | -130 | -12.0% | -$3.93万 | 减仓 |
| ARES | ARES MANAGEMENT | $27.79万 | 0.11% | 2,547 | 1,426 | 127.2% | $15.56万 | 加仓 |
| LQD | ISHARES IBOXX | $27.69万 | 0.11% | 2,541 | -305 | -10.7% | -$3.32万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $27.53万 | 0.10% | 10,110 | -61 | -0.6% | -$1,661 | 减仓 |
| D | DOMINION ENERGY | $27.18万 | 0.10% | 4,396 | 3,494 | 387.4% | $21.60万 | 加仓 |
| DASH | DOORDASH INC | $26.91万 | 0.10% | 1,792 | 1,436 | 403.4% | $21.56万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $25.29万 | 0.10% | 1,729 | 25 | 1.5% | $3,657 | 加仓 |
| LOAR | LOAR HOLDINGS | $25.13万 | 0.10% | 4,387 | 4,387 | — | $25.13万 | 新建仓 |
| SCHG | SCHWAB US | $24.90万 | 0.09% | 8,548 | 146 | 1.7% | $4,253 | 加仓 |
| VB | VANGUARD SMALL | $24.80万 | 0.09% | 947 | -83 | -8.1% | -$2.17万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $24.48万 | 0.09% | 6,820 | -24 | -0.4% | -$862 | 减仓 |
| VBR | VANGUARD SMALL | $23.62万 | 0.09% | 1,087 | -345 | -24.1% | -$7.50万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $22.82万 | 0.09% | 370 | 370 | — | $22.82万 | 新建仓 |
| PG | PROCTER & GAMBLE | $22.28万 | 0.08% | 1,542 | -438 | -22.1% | -$6.33万 | 减仓 |
| TIP | ISHARES TIPS | $22.19万 | 0.08% | 2,011 | -400 | -16.6% | -$4.41万 | 减仓 |
| VLO | VALERO ENERGY | $21.00万 | 0.08% | 850 | -1,101 | -56.4% | -$27.20万 | 减仓 |
| IYW | ISHARES TECHNOLOGY | $19.96万 | 0.08% | 1,100 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS | $19.82万 | 0.08% | 282 | 178 | 171.2% | $12.51万 | 加仓 |
| T | AT&T INC | $19.47万 | 0.07% | 6,715 | -1,820 | -21.3% | -$5.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $19.46万 | 0.07% | 406 | -10 | -2.4% | -$4,792 | 减仓 |
| AKRE | PROFESSIONALLY MANAGED | $19.11万 | 0.07% | 3,615 | -962 | -21.0% | -$5.08万 | 减仓 |
| SYK | STRYKER CORP | $19.06万 | 0.07% | 580 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $18.94万 | 0.07% | 2,057 | 0 | 0.0% | — | 不变 |
| — | AVANTIS CORE | $18.29万 | 0.07% | 3,994 | -129 | -3.1% | -$5,907 | 减仓 |
| MO | ALTRIA GROUP | $18.00万 | 0.07% | 2,728 | 120 | 4.6% | $7,919 | 加仓 |
| IUSV | ISHARES CORE | $17.79万 | 0.07% | 1,740 | -109 | -5.9% | -$1.11万 | 减仓 |
| — | T ROWE | $17.75万 | 0.07% | 3,500 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $17.65万 | 0.07% | 3,515 | 280 | 8.7% | $1.41万 | 加仓 |
| KO | COCA COLA COMPANY | $17.62万 | 0.07% | 2,317 | -151 | -6.1% | -$1.15万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS | $17.55万 | 0.07% | 562 | -24 | -4.1% | -$7,493 | 减仓 |
| QUAL | ISHARES MSCI | $17.37万 | 0.07% | 906 | -3 | -0.3% | -$575 | 减仓 |
| WMB | WILLIAMS COS | $17.10万 | 0.06% | 2,350 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS | $16.79万 | 0.06% | 430 | 90 | 26.5% | $3.51万 | 加仓 |
| RTX | RTX CORP | $16.36万 | 0.06% | 848 | -145 | -14.6% | -$2.80万 | 减仓 |
| BND | VANGUARD TOTAL | $15.61万 | 0.06% | 2,120 | -187 | -8.1% | -$1.38万 | 减仓 |
| VST | VISTRA CORP | $15.58万 | 0.06% | 1,037 | 263 | 34.0% | $3.95万 | 加仓 |
| LMT | LOCKHEED MARTIN | $14.81万 | 0.06% | 245 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P | $14.64万 | 0.06% | 245 | -360 | -59.5% | -$21.51万 | 减仓 |
| FDN | FIRST TRUST | $14.56万 | 0.06% | 622 | -69 | -10.0% | -$1.61万 | 减仓 |
| DE | DEERE & CO | $14.31万 | 0.05% | 254 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY | $14.30万 | 0.05% | 365 | 47 | 14.8% | $1.84万 | 加仓 |
| VDC | VANGUARD CONSUMER | $14.15万 | 0.05% | 630 | -5 | -0.8% | -$1,123 | 减仓 |
| ECL | ECOLAB INC | $13.97万 | 0.05% | 525 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $12.95万 | 0.05% | 1,394 | 1 | 0.1% | $93 | 加仓 |
| MRK | MERCK & COMPANY | $12.02万 | 0.05% | 999 | -621 | -38.3% | -$7.47万 | 减仓 |
| WDC | WESTERN DIGITAL | $11.90万 | 0.05% | 440 | 150 | 51.7% | $4.06万 | 加仓 |
| XOP | STATE STREET | $11.80万 | 0.04% | 649 | -3 | -0.5% | -$545 | 减仓 |
| IWM | ISHARES RUSSELL | $11.68万 | 0.04% | 471 | -4 | -0.8% | -$992 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY | $11.63万 | 0.04% | 689 | -86 | -11.1% | -$1.45万 | 减仓 |
| SCHO | SCHWAB SHORT | $11.62万 | 0.04% | 4,787 | -586 | -10.9% | -$1.42万 | 减仓 |
| PEP | PEPSICO INC | $11.32万 | 0.04% | 729 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE | $11.23万 | 0.04% | 1,600 | -100 | -5.9% | -$7,018 | 减仓 |
| MGM | MGM RESORTS | $10.92万 | 0.04% | 2,950 | -150 | -4.8% | -$5,552 | 减仓 |
| VIG | VANGUARD DIVIDEND | $10.88万 | 0.04% | 506 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENL | $10.80万 | 0.04% | 910 | -100 | -9.9% | -$1.19万 | 减仓 |
| DIS | WALT DISNEY | $10.76万 | 0.04% | 1,117 | -39 | -3.4% | -$3,758 | 减仓 |
| ARM | ARM HOLDINGS | $10.59万 | 0.04% | 700 | 300 | 75.0% | $4.54万 | 加仓 |
| IWR | ISHARES RUSSELL | $10.05万 | 0.04% | 1,034 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET | $9.93万 | 0.04% | 3,878 | 1,307 | 50.8% | $3.35万 | 加仓 |
| LOW | LOWES COMPANIES | $9.92万 | 0.04% | 420 | -31 | -6.9% | -$7,325 | 减仓 |
| PANW | PALO ALTO | $9.62万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS | $9.50万 | 0.04% | 2,057 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $9.45万 | 0.04% | 3,366 | -169 | -4.8% | -$4,745 | 减仓 |
| TLT | ISHARES 20 | $9.20万 | 0.03% | 1,061 | -50 | -4.5% | -$4,334 | 减仓 |
| ZS | ZSCALER INC | $9.19万 | 0.03% | 655 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $9.08万 | 0.03% | 104 | 26 | 33.3% | $2.27万 | 加仓 |
| GILD | GILEAD SCIENCES | $9.03万 | 0.03% | 648 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE | $9.00万 | 0.03% | 2,452 | -26 | -1.0% | -$955 | 减仓 |
| VFH | VANGUARD FINANCIALS | $8.83万 | 0.03% | 731 | -180 | -19.8% | -$2.17万 | 减仓 |
| CVX | CHEVRON CORP | $8.75万 | 0.03% | 423 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $8.68万 | 0.03% | 2,294 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $8.48万 | 0.03% | 411 | -75 | -15.4% | -$1.55万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES | $8.39万 | 0.03% | 5,362 | -269 | -4.8% | -$4,210 | 减仓 |
| PSN | PARSONS CORP | $8.35万 | 0.03% | 1,542 | -400 | -20.6% | -$2.17万 | 减仓 |
| QCOM | QUALCOMM INC | $7.97万 | 0.03% | 619 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $7.74万 | 0.03% | 350 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $7.53万 | 0.03% | 833 | -30 | -3.5% | -$2,712 | 减仓 |
| PGX | INVESCO PFD | $7.35万 | 0.03% | 6,758 | 154 | 2.3% | $1,676 | 加仓 |
| PM | PHILIP MORRIS | $7.16万 | 0.03% | 433 | -84 | -16.2% | -$1.39万 | 减仓 |
| CDNS | CADENCE DESIGN | $7.11万 | 0.03% | 256 | -654 | -71.9% | -$18.17万 | 减仓 |
| CAT | CATERPILLAR INC | $7.08万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $7.02万 | 0.03% | 376 | -248 | -39.7% | -$4.63万 | 减仓 |
| SHW | SHERWIN WILLIAMS | $6.73万 | 0.03% | 210 | -26 | -11.0% | -$8,334 | 减仓 |
| SPMO | INVESCO S&P | $6.73万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| SPMB | STATE STREET | $6.59万 | 0.02% | 2,943 | -27 | -0.9% | -$604 | 减仓 |