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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL X | $3,316 | 0.00% | 92 | 3 | 3.4% | $108 | 加仓 |
| TREX | TREX CO | $3,205 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $3,200 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $3,198 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES | $3,183 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY | $3,160 | 0.00% | 22 | -1,153 | -98.1% | -$16.56万 | 减仓 |
| NMAX | NEWSMAX INC | $3,132 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $3,052 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE | $3,008 | 0.00% | 47 | -26 | -35.6% | -$1,664 | 减仓 |
| — | STATE STREET | $2,979 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY | $2,975 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| QBTS | DWAVE QUANTUM | $2,886 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP | $2,765 | 0.00% | 700 | 500 | 250.0% | $1,975 | 加仓 |
| BLV | VANGUARD LONG | $2,751 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $2,660 | 0.00% | 200 | -200 | -50.0% | -$2,660 | 减仓 |
| CCL | CARNIVAL CORP | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $2,513 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSS | $2,489 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $2,480 | 0.00% | 50 | 50 | — | $2,480 | 新建仓 |
| NVO | NOVO NORDISK | $2,426 | 0.00% | 66 | -17 | -20.5% | -$625 | 减仓 |
| RGEN | REPLIGEN CORP | $2,356 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | XAI MADISON | $2,332 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST | $2,324 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | NYXOAH S A | $2,307 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY | $2,292 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AI | C3 AI | $2,181 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS | $2,158 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FWRG | FIRST WATCH | $2,096 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI | $2,067 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $1,949 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $1,787 | 0.00% | 6 | 6 | — | $1,787 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR | $1,754 | 0.00% | 200 | 200 | — | $1,754 | 新建仓 |
| EFA | ISHARES MSCI | $1,720 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE | $1,689 | 0.00% | 100 | 100 | — | $1,689 | 新建仓 |
| AEE | AMEREN CORP | $1,640 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AWR | AMERICAN STS WTR CO | $1,636 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE | $1,505 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN | $1,444 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $1,415 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE | $1,404 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY | $1,309 | 0.00% | 26 | -50 | -65.8% | -$2,517 | 减仓 |
| RDVY | FIRST TRUST | $1,229 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE | $1,198 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE | $1,088 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL | $913 | 0.00% | 100 | 100 | — | $913 | 新建仓 |
| CTSH | COGNIZANT TECH | $859 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $779 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI | $774 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $760 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $751 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR | $717 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING | $685 | 0.00% | 100 | 100 | — | $685 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $638 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY | $606 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE | $590 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $555 | 0.00% | 15 | 15 | — | $555 | 新建仓 |
| JETS | U S GLOBAL | $542 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS | $539 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE | $532 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RSPG | INVESCO S&P | $328 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $262 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ACQUIRERS SMALL | $256 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH | $251 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $250 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA | $232 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTL | $213 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $206 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT PHYSICAL | $191 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | GABELLI GLOBAL | $180 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT | $176 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED | $155 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | FUTURE FINTECH | $152 | 0.00% | 125 | 125 | — | $152 | 新建仓 |
| FVD | FIRST TRUST | $141 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING | $119 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| — | OUTSET MEDICAL | $119 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| THQ | ABRDN HEALTHCARE | $118 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS | $112 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR | $112 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X | $110 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | STRATEGY NASDAQ | $109 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $105 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING | $102 | 0.00% | 2 | -6,227 | -100.0% | -$31.76万 | 减仓 |
| BUG | GLOBAL X | $100 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $98 | 0.00% | 6 | 2 | 50.0% | $33 | 加仓 |
| EMB | ISHARES JPMORGAN | $94 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY | $92 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL | $87 | 0.00% | 9 | -8 | -47.1% | -$77 | 减仓 |
| LUV | SOUTHWEST AIRLINES | $75 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS | $57 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CAMBRIA CANNABIS | $56 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS | $52 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE | $40 | 0.00% | 1 | -160 | -99.4% | -$6,400 | 减仓 |
| HYLN | HYLIION HOLDINGS | $12 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -13,327 | -100.0% | -$112.80万 | 清仓 |
| COF | CAPITAL ONE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,027 | -100.0% | -$29.05万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -7,233 | -100.0% | -$27.05万 | 清仓 |
| HII | HUNTINGTON INGALLS | $0 | 0.00% | 0 | -729 | -100.0% | -$24.78万 | 清仓 |
| MSGE | MADISON SQUARE | $0 | 0.00% | 0 | -4,344 | -100.0% | -$23.41万 | 清仓 |