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 |
|---|---|---|---|---|---|---|---|---|
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -82 | -100.0% | -$4,672 | 清仓 |
| — | SIREN NEXGEN | $0 | 0.00% | 0 | -200 | -100.0% | -$4,198 | 清仓 |
| — | DUPONT DE | $0 | 0.00% | 0 | -29 | -100.0% | -$3,985 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -76 | -100.0% | -$3,798 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -140 | -100.0% | -$3,360 | 清仓 |
| — | STATE STREET | $0 | 0.00% | 0 | -38 | -100.0% | -$2,979 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$2,588 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$2,356 | 清仓 |
| FWRG | FIRST WATCH | $0 | 0.00% | 0 | -200 | -100.0% | -$2,096 | 清仓 |
| XOVR | ERSHARES PRIVATE | $0 | 0.00% | 0 | -100 | -100.0% | -$1,689 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$1,640 | 清仓 |
| OWL | BLUE OWL | $0 | 0.00% | 0 | -100 | -100.0% | -$913 | 清仓 |
| — | FUTURE FINTECH | $0 | 0.00% | 0 | -125 | -100.0% | -$152 | 清仓 |
| — | CAMBRIA CANNABIS | $0 | 0.00% | 0 | -11 | -100.0% | -$56 | 清仓 |
| VIAV | VIAVI SOLUTIONS | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS | $0 | 0.00% | 0 | 0 | — | — | 清仓 |