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 |
|---|---|---|---|---|---|---|---|---|
| LIT | GLOBAL X | $4.12万 | 0.01% | 526 | 526 | — | $4.12万 | 新建仓 |
| TMSL | T ROWE | $4.10万 | 0.01% | 936 | 936 | — | $4.10万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY | $4.08万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS | $4.03万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK | $3.94万 | 0.01% | 526 | 0 | 0.0% | — | 不变 |
| TOTL | STATE STREET | $3.86万 | 0.01% | 978 | -228 | -18.9% | -$9,001 | 减仓 |
| — | GLOBAL X | $3.83万 | 0.01% | 1,952 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $3.80万 | 0.01% | 225 | 25 | 12.5% | $4,226 | 加仓 |
| GM | GENERAL MOTORS | $3.75万 | 0.01% | 486 | 186 | 62.0% | $1.43万 | 加仓 |
| EMR | EMERSON ELECTRIC | $3.72万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL MEMORY | $3.69万 | 0.01% | 500 | 500 | — | $3.69万 | 新建仓 |
| IAU | ISHARES GOLD | $3.62万 | 0.01% | 480 | 31 | 6.9% | $2,341 | 加仓 |
| UBER | UBER TECHNOLOGIES | $3.56万 | 0.01% | 494 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED | $3.56万 | 0.01% | 393 | -74 | -15.8% | -$6,704 | 减仓 |
| IEI | ISHARES 3-7YR | $3.56万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING | $3.50万 | 0.01% | 363 | 363 | — | $3.50万 | 新建仓 |
| PSC | PRINCIPAL US | $3.39万 | 0.01% | 484 | 484 | — | $3.39万 | 新建仓 |
| JCI | JOHNSON CONTROLS | $3.36万 | 0.01% | 230 | 78 | 51.3% | $1.14万 | 加仓 |
| FLIN | FRANKLIN FTSE | $3.33万 | 0.01% | 937 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $3.26万 | 0.01% | 158 | 13 | 9.0% | $2,682 | 加仓 |
| IVW | ISHARES S&P | $3.23万 | 0.01% | 235 | 135 | 135.0% | $1.86万 | 加仓 |
| BNDX | VANGUARD TOTAL | $3.22万 | 0.01% | 664 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL | $3.21万 | 0.01% | 1,568 | 1,568 | — | $3.21万 | 新建仓 |
| AMCR | AMCOR PLC | $3.21万 | 0.01% | 740 | 540 | 270.0% | $2.34万 | 加仓 |
| PNC | PNC FINANCIAL | $3.19万 | 0.01% | 129 | 1 | 0.8% | $247 | 加仓 |
| RCL | ROYAL CARIBBEAN | $3.18万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES | $3.16万 | 0.01% | 342 | 142 | 71.0% | $1.31万 | 加仓 |
| BSV | VANGUARD SHORT | $3.09万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3.08万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS | $3.03万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE | $3.02万 | 0.01% | 577 | 200 | 53.1% | $1.05万 | 加仓 |
| VOD | VODAFONE GROUP | $2.98万 | 0.01% | 2,251 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P | $2.97万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP | $2.96万 | 0.01% | 628 | 628 | — | $2.96万 | 新建仓 |
| NSC | NORFOLK SOUTHERN | $2.96万 | 0.01% | 94 | -27 | -22.3% | -$8,494 | 减仓 |
| GNRC | GENERAC HOLDINGS | $2.93万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY | $2.87万 | 0.01% | 402 | -3 | -0.7% | -$214 | 减仓 |
| ET | ENERGY TRANSFER | $2.87万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES | $2.87万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $2.86万 | 0.01% | 74 | 17 | 29.8% | $6,575 | 加仓 |
| AXON | AXON ENTERPRISE | $2.86万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP | $2.82万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $2.80万 | 0.01% | 134 | 34 | 34.0% | $7,108 | 加仓 |
| KBE | STATE STREET | $2.78万 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL | $2.78万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY | $2.76万 | 0.01% | 111 | 11 | 11.0% | $2,732 | 加仓 |
| AZN | ASTRAZENECA PLC | $2.71万 | 0.01% | 143 | 45 | 45.9% | $8,533 | 加仓 |
| NZF | NUVEEN MUNICIPAL | $2.71万 | 0.01% | 2,134 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BANK | $2.69万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $2.65万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES | $2.63万 | 0.01% | 75 | -1,384 | -94.9% | -$48.45万 | 减仓 |
| EFAV | ISHARES MSCI | $2.54万 | 0.01% | 290 | 5 | 1.8% | $439 | 加仓 |
| NKE | NIKE INC | $2.52万 | 0.01% | 614 | 0 | 0.0% | — | 不变 |
| DHT | DHT HOLDINGS | $2.48万 | 0.01% | 1,500 | 1,500 | — | $2.48万 | 新建仓 |
| GRC | GORMAN RUPP | $2.48万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL | $2.47万 | 0.01% | 111 | 111 | — | $2.47万 | 新建仓 |
| GEV | GE VERNOVA | $2.47万 | 0.01% | 21 | -83 | -79.8% | -$9.75万 | 减仓 |
| MET | METLIFE INC | $2.46万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| KIE | STATE STREET | $2.46万 | 0.01% | 403 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 | $2.44万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA | $2.43万 | 0.01% | 426 | -6,146 | -93.5% | -$35.02万 | 减仓 |
| GS | GOLDMAN SACHS | $2.43万 | 0.01% | 24 | 24 | — | $2.43万 | 新建仓 |
| ACN | ACCENTURE PLC | $2.29万 | 0.01% | 184 | 150 | 441.2% | $1.87万 | 加仓 |
| BOTZ | GLOBAL X | $2.28万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO NASDAQ | $2.27万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ONEY | STATE STREET | $2.27万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.25万 | 0.01% | 266 | 11 | 4.3% | $932 | 加仓 |
| ROBT | FIRST TRUST | $2.25万 | 0.01% | 400 | 100 | 33.3% | $5,626 | 加仓 |
| A | AGILENT TECHNOLOGIES | $2.24万 | 0.01% | 169 | 19 | 12.7% | $2,524 | 加仓 |
| KNX | KNIGHT SWIFT | $2.24万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT | $2.23万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL | $2.21万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US | $2.18万 | 0.01% | 687 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS | $2.16万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING | $2.14万 | 0.01% | 1,110 | 240 | 27.6% | $4,637 | 加仓 |
| VEU | VANGUARD FTSE | $2.14万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $2.08万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES | $2.06万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $2.04万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN | $2.03万 | 0.01% | 323 | 323 | — | $2.03万 | 新建仓 |
| ULTA | ULTA BEAUTY | $2.03万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA | $2.02万 | 0.01% | 90 | -13 | -12.6% | -$2,911 | 减仓 |
| SPHY | STATE STREET | $1.98万 | 0.01% | 843 | -500 | -37.2% | -$1.17万 | 减仓 |
| AWK | AMERICAN WATER | $1.97万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES | $1.96万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $1.95万 | 0.01% | 560 | 100 | 21.7% | $3,480 | 加仓 |
| SYY | SYSCO CORP | $1.92万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP | $1.92万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS | $1.91万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P | $1.89万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.88万 | 0.01% | 144 | 28 | 24.1% | $3,657 | 加仓 |
| RITM | RITHM CAPITAL | $1.88万 | 0.01% | 2,000 | 500 | 33.3% | $4,695 | 加仓 |
| BMY | BRISTOL MYERS | $1.86万 | 0.01% | 323 | 73 | 29.2% | $4,206 | 加仓 |
| DYNF | ISHARES U S | $1.85万 | 0.01% | 271 | 271 | — | $1.85万 | 新建仓 |
| TD | TORONTO DOMINION | $1.83万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL | $1.78万 | 0.01% | 800 | 800 | — | $1.78万 | 新建仓 |
| FSK | FS KKR | $1.77万 | 0.01% | 1,688 | 44 | 2.7% | $462 | 加仓 |
| TMO | THERMO FISHER | $1.75万 | 0.01% | 35 | 35 | — | $1.75万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES | $1.74万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| XSW | STATE STREET | $1.72万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |