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 |
|---|---|---|---|---|---|---|---|---|
| AON | AON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANET | ARISTA NETWORKS | $0 | 0.00% | 0 | -300 | -100.0% | -$3.93万 | 清仓 |
| ARCC | ARES CAPITAL | $0 | 0.00% | 0 | -1,403 | -100.0% | -$2.84万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.84万 | 清仓 |
| TTD | TRADE DESK | $0 | 0.00% | 0 | -410 | -100.0% | -$1.56万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -430 | -100.0% | -$1.49万 | 清仓 |
| GATX | GATX CORP | $0 | 0.00% | 0 | -76 | -100.0% | -$1.29万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -200 | -100.0% | -$1.25万 | 清仓 |
| JHSC | JOHN HANCOCK | $0 | 0.00% | 0 | -250 | -100.0% | -$1.05万 | 清仓 |
| BDX | BECTON DICKINSON | $0 | 0.00% | 0 | -50 | -100.0% | -$9,704 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -200 | -100.0% | -$8,340 | 清仓 |
| CARR | CARRIER GLOBAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTIS | OTIS WORLDWIDE | $0 | 0.00% | 0 | -72 | -100.0% | -$6,289 | 清仓 |
| IRM | IRON MOUNTAIN | $0 | 0.00% | 0 | -75 | -100.0% | -$6,221 | 清仓 |
| RQI | COHEN & STEERS | $0 | 0.00% | 0 | -500 | -100.0% | -$5,710 | 清仓 |
| VICI | VICI PROPERTIES | $0 | 0.00% | 0 | -200 | -100.0% | -$5,624 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -171 | -100.0% | -$5,171 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -30 | -100.0% | -$4,829 | 清仓 |
| AIN | ALBANY INTL | $0 | 0.00% | 0 | -91 | -100.0% | -$4,614 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -10 | -100.0% | -$4,264 | 清仓 |
| — | NUVEEN DOW | $0 | 0.00% | 0 | -277 | -100.0% | -$4,227 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -52 | -100.0% | -$3,501 | 清仓 |
| TEM | TEMPUS AI | $0 | 0.00% | 0 | -50 | -100.0% | -$2,953 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$1,881 | 清仓 |
| DSU | BLACKROCK DEBT | $0 | 0.00% | 0 | -133 | -100.0% | -$1,349 | 清仓 |
| IVOO | VANGUARD S&P | $0 | 0.00% | 0 | -10 | -100.0% | -$1,118 | 清仓 |
| FESM | FIDELITY COVINGTON | $0 | 0.00% | 0 | -20 | -100.0% | -$756 | 清仓 |
| WFC | WELLS FARGO | $0 | 0.00% | 0 | -8 | -100.0% | -$746 | 清仓 |
| — | GLOBAL X | $0 | 0.00% | 0 | -16 | -100.0% | -$492 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -5 | -100.0% | -$431 | 清仓 |
| — | FUTURE FINTECH | $0 | 0.00% | 0 | -500 | -100.0% | -$386 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -51 | -100.0% | -$368 | 清仓 |
| CC | CHEMOURS COMPANY | $0 | 0.00% | 0 | -27 | -100.0% | -$318 | 清仓 |
| FMNB | FARMERS NATIONAL | $0 | 0.00% | 0 | -23 | -100.0% | -$306 | 清仓 |
| MICC | MAGNUM ICE | $0 | 0.00% | 0 | -18 | -100.0% | -$285 | 清仓 |
| VIAV | VIAVI SOLUTIONS | $0 | 0.00% | 0 | -12 | -100.0% | -$214 | 清仓 |