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 |
|---|---|---|---|---|---|---|---|---|
| HXL | HEXCEL CORP NEW | $1.17万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING | $1.16万 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $1.13万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P | $1.13万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN | $1.13万 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN | $1.12万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS | $1.12万 | 0.00% | 400 | 400 | — | $1.12万 | 新建仓 |
| TFSL | TFS FINANCIAL | $1.11万 | 0.00% | 787 | 7 | 0.9% | $98 | 加仓 |
| SKYY | FIRST TRUST | $1.09万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P | $1.09万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY | $1.09万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $1.08万 | 0.00% | 1,200 | 1,100 | 1,100.0% | $9,944 | 加仓 |
| LVS | LAS VEGAS SANDS | $1.08万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1.07万 | 0.00% | 45 | 45 | — | $1.07万 | 新建仓 |
| PPG | PPG INDUSTRIES | $1.07万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET | $1.05万 | 0.00% | 423 | 2 | 0.5% | $50 | 加仓 |
| RWR | STATE STREET | $1.04万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY | $1.04万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE | $1.01万 | 0.00% | 61 | 31 | 103.3% | $5,137 | 加仓 |
| FE | FIRSTENERGY CORP | $9,879 | 0.00% | 195 | -85 | -30.4% | -$4,306 | 减仓 |
| CNQ | CANADIAN NATURAL | $9,746 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $9,709 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $9,694 | 0.00% | 353 | 106 | 42.9% | $2,911 | 加仓 |
| ISRG | INTUITIVE SURGICAL | $9,681 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $9,498 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $9,462 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $9,321 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $9,218 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB US | $9,090 | 0.00% | 298 | -10 | -3.2% | -$305 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL | $8,992 | 0.00% | 156 | -33 | -17.5% | -$1,902 | 减仓 |
| AB | ALLIANCE BERNSTEIN | $8,986 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $8,694 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES | $8,563 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ | $8,491 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP | $8,371 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS | $8,340 | 0.00% | 600 | 300 | 100.0% | $4,170 | 加仓 |
| BAH | BOOZ ALLEN | $8,271 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $8,232 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE | $8,029 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $7,950 | 0.00% | 200 | 200 | — | $7,950 | 新建仓 |
| GPC | GENUINE PARTS | $7,931 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW | $7,912 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL | $7,908 | 0.00% | 230 | -180 | -43.9% | -$6,189 | 减仓 |
| USB | U S BANCORP DE | $7,593 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE | $7,548 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $7,517 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $7,514 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $7,508 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| LPX | LA PAC CORP | $7,348 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY | $7,311 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA | $7,248 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS | $6,923 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $6,914 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $6,793 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $6,759 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $6,742 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS | $6,707 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $6,456 | 0.00% | 155 | -15 | -8.8% | -$625 | 减仓 |
| CIBR | FIRST TRUST | $6,268 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINANCIAL | $5,997 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE | $5,935 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U S | $5,883 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI | $5,840 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $5,802 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE | $5,780 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| RSPD | INVESCO S&P | $5,620 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FSTE | $5,567 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $5,560 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL | $5,494 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS | $5,349 | 0.00% | 100 | -300 | -75.0% | -$1.60万 | 减仓 |
| FDX | FEDEX CORP | $5,343 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS | $5,294 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $5,283 | 0.00% | 391 | -49 | -11.1% | -$662 | 减仓 |
| XSMO | INVESCO S&P | $5,169 | 0.00% | 68 | 68 | — | $5,169 | 新建仓 |
| SMMU | PIMCO SHORT | $5,119 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP | $4,911 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS | $4,851 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $4,814 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN | $4,776 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD | $4,762 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $4,672 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X | $4,667 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $4,553 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY | $4,464 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL | $4,380 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO | $4,326 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $4,205 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | SIREN NEXGEN | $4,198 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL | $4,197 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ALRM | ALARM COM | $4,060 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE | $3,985 | 0.00% | 87 | -54 | -38.3% | -$2,473 | 减仓 |
| SOFI | SOFI TECHNOLOGIES | $3,970 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA INC | $3,904 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC | $3,815 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $3,798 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $3,698 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| CMBT | CMB TECH | $3,605 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $3,514 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | ONESTREAM INC | $3,360 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | ALPS CLEAN | $3,351 | 0.00% | 100 | 100 | — | $3,351 | 新建仓 |