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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MANAGEMENT | $2.30万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $2.25万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $2.24万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $2.23万 | 0.01% | 300 | -142 | -32.1% | -$1.06万 | 减仓 |
| KIE | STATE STREET | $2.22万 | 0.01% | 403 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $2.19万 | 0.01% | 111 | -1,660 | -93.7% | -$32.82万 | 减仓 |
| SO | SOUTHERN COMPANY | $2.17万 | 0.01% | 225 | -103 | -31.4% | -$9,942 | 减仓 |
| MTUM | ISHARES MSCI | $2.17万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE | $2.17万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.13万 | 0.01% | 255 | -4 | -1.5% | -$335 | 减仓 |
| ONEY | STATE STREET | $2.12万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US | $2.11万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BANK | $2.10万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA | $2.09万 | 0.01% | 103 | -13 | -11.2% | -$2,641 | 减仓 |
| BXP | BXP INC | $2.08万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.06万 | 0.01% | 291 | 66 | 29.3% | $4,668 | 加仓 |
| AWK | AMERICAN WATER | $2.04万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 | $2.04万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X | $1.99万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS | $1.99万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES | $1.98万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES | $1.98万 | 0.01% | 36 | 36 | — | $1.98万 | 新建仓 |
| BINC | ISHARES FLEXIBLE | $1.96万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HOLDINGS | $1.95万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL | $1.94万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $1.93万 | 0.01% | 98 | 98 | — | $1.93万 | 新建仓 |
| VEU | VANGUARD FTSE | $1.92万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET | $1.91万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ERO | ERO COPPER | $1.89万 | 0.01% | 710 | 710 | — | $1.89万 | 新建仓 |
| VG | VENTURE GLOBAL | $1.89万 | 0.01% | 1,201 | 1,201 | — | $1.89万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS | $1.88万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES | $1.88万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P | $1.84万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $1.82万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.82万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS | $1.82万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO NASDAQ | $1.81万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE | $1.80万 | 0.01% | 78 | 78 | — | $1.80万 | 新建仓 |
| — | MASIMO CORP | $1.78万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS | $1.78万 | 0.01% | 393 | -40 | -9.2% | -$1,809 | 减仓 |
| UPS | UNITED PARCEL | $1.77万 | 0.01% | 180 | -11 | -5.8% | -$1,080 | 减仓 |
| EWY | ISHARES MSCI | $1.76万 | 0.01% | 143 | 143 | — | $1.76万 | 新建仓 |
| AEM | AGNICO-EAGLE | $1.73万 | 0.01% | 85 | 85 | — | $1.73万 | 新建仓 |
| STWD | STARWOOD PROPERTY | $1.72万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $1.72万 | 0.01% | 158 | 158 | — | $1.72万 | 新建仓 |
| GIS | GENERAL MILLS | $1.71万 | 0.01% | 460 | -125 | -21.4% | -$4,652 | 减仓 |
| A | AGILENT TECHNOLOGIES | $1.71万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $1.69万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP | $1.68万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR | $1.67万 | 0.01% | 1,644 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $1.67万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT SWIFT | $1.66万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.65万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1.64万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL | $1.63万 | 0.01% | 167 | -6 | -3.5% | -$587 | 减仓 |
| TJX | TJX COS | $1.60万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US | $1.58万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1.56万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $1.55万 | 0.01% | 490 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $1.55万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN | $1.54万 | 0.01% | 309 | 1 | 0.3% | $50 | 加仓 |
| — | WBI POWER | $1.54万 | 0.01% | 454 | -150 | -24.8% | -$5,091 | 减仓 |
| SNOW | SNOWFLAKE INC | $1.54万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES | $1.52万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $1.52万 | 0.01% | 250 | -34 | -12.0% | -$2,062 | 减仓 |
| EQAL | INVESCO RUSSELL | $1.52万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN | $1.51万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH | $1.48万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COMMERCIAL | $1.48万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE | $1.44万 | 0.01% | 950 | 950 | — | $1.44万 | 新建仓 |
| XSW | STATE STREET | $1.42万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL | $1.42万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL | $1.41万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY | $1.41万 | 0.01% | 150 | 150 | — | $1.41万 | 新建仓 |
| TGT | TARGET CORP | $1.41万 | 0.01% | 116 | -11 | -8.7% | -$1,333 | 减仓 |
| TD | TORONTO DOMINION | $1.40万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TRUST | $1.38万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON | $1.38万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $1.37万 | 0.01% | 119 | -8 | -6.3% | -$923 | 减仓 |
| BE | BLOOM ENERGY | $1.35万 | 0.01% | 100 | 100 | — | $1.35万 | 新建仓 |
| OBE | OBSIDIAN ENERGY | $1.35万 | 0.01% | 1,428 | 0 | 0.0% | — | 不变 |
| KEP | KOREA ELECTRIC | $1.30万 | 0.00% | 915 | 915 | — | $1.30万 | 新建仓 |
| RA | BROOKFIELD REAL | $1.29万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS | $1.27万 | 0.00% | 150 | 150 | — | $1.27万 | 新建仓 |
| TROW | T ROWE | $1.26万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS | $1.26万 | 0.00% | 162 | -2,784 | -94.5% | -$21.60万 | 减仓 |
| BIT | BLACKROCK MULTI | $1.25万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $1.25万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO | $1.25万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP | $1.23万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL | $1.23万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE | $1.22万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL | $1.22万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING | $1.22万 | 0.00% | 870 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE | $1.22万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.19万 | 0.00% | 30 | -250 | -89.3% | -$9.95万 | 减仓 |
| FELE | FRANKLIN ELECTRIC | $1.19万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1.18万 | 0.00% | 484 | -476 | -49.6% | -$1.16万 | 减仓 |
| VO | VANGUARD MID | $1.18万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $1.18万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |