13FBOX
4WEALTH ADVISORS, INC. · 13F 持仓分析
期权收益计算器 机构排行

4WEALTH ADVISORS, INC.

No.8598 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.30亿
环比变动 Q1 2026
+$1,324.5万+11.3%
持仓股票数
151
新买入
15
加仓
76
减仓
57
清仓
6
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富系列信托BIL
4.64%3.37%$604.0万6.6万股$394.6万4.3万股+2.3万股+53.06%加仓
NNORTHERN LTS FD TR IVMPRO
4.11%4.17%$535.2万16.3万股$488.3万15.8万股+5,360股+3.39%加仓
J摩根大通交易所交易基金JEPI
3.49%3.78%$454.5万8.1万股$442.7万8.0万股+970股+1.22%加仓
英伟达NVDA
3%2.83%$390.5万2.0万股$330.8万2.0万股+3股+0.01%加仓
V先锋领航斯科茨代尔基金VGSH
2.55%2.8%$332.0万5.7万股$327.6万5.6万股+979股+1.75%加仓
J摩根大通交易所交易基金JEPQ
2.5%2.44%$325.7万5.4万股$285.5万5.3万股+557股+1.05%加仓
V先锋领航斯科茨代尔基金VCIT
2.38%2.45%$310.3万3.7万股$286.5万3.5万股+2,597股+7.46%加仓
苹果AAPL
2.35%2.33%$306.7万1.1万股$273.0万1.1万股-183股-1.65%减仓
V先锋领航斯科茨代尔基金BSV
2.06%2.27%$268.6万3.4万股$266.0万3.4万股+283股+0.84%加仓
微软MSFT
1.89%1.84%$246.6万6,690股$215.6万6,007股+683股+11.37%加仓
V先锋领航指数基金VOO
1.86%1.66%$241.8万3,551股$194.8万3,354股+197股+5.87%加仓
强生JNJ
1.64%1.79%$213.8万8,271股$209.7万8,646股-375股-4.34%减仓
PPGIM ULTRAPULS
1.57%1.75%$204.5万4.1万股$204.5万4.1万股-24股-0.06%减仓
J骏利亨德森JAAA
1.46%1.54%$189.8万3.7万股$180.0万3.6万股+1,811股+5.08%加仓
IiShares安硕信托SGOV
1.44%1.57%$187.2万1.9万股$184.0万1.8万股+315股+1.72%加仓
亚马逊AMZN
1.43%1.4%$186.4万7,763股$164.4万8,182股-419股-5.12%减仓
IiShares安硕信托TLT
1.43%1.47%$186.1万2.1万股$171.9万2.0万股+1,474股+7.44%加仓
AAlphabet Inc Class CGOOG
1.26%1.13%$163.8万4,663股$131.9万4,828股-165股-3.42%减仓
IiShares安硕信托GJS
1.23%1.41%$160.8万7.0万股$165.6万7.2万股-2,033股-2.81%减仓
沃尔玛WMT
1.22%1.46%$158.8万1.4万股$170.7万1.4万股+33股+0.24%加仓
PProShares信托NOBL
1.18%1.17%$153.9万2.7万股$136.4万1.3万股+1.4万股+109.56%加仓
AASTORIA REAL ASSETS ETFPPI
1.17%1.21%$153.0万7.2万股$141.1万6.9万股+3,082股+4.45%加仓
伯克希尔哈撒韦BRK.B
1.15%1.16%$149.3万3,011股$135.7万2,860股+151股+5.28%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.13%1.05%$146.9万9,142股$123.3万8,570股+572股+6.67%加仓
Meta平台META
1.12%0.94%$146.4万2,603股$109.9万2,048股+555股+27.10%加仓
VisaV
1.1%1.04%$143.9万4,212股$121.9万4,069股+143股+3.51%加仓
I景顺QQQ信托VOO
1.1%0.83%$143.3万1,979股$97.7万1,750股+229股+13.09%加仓
IiShares安硕信托IXUS
1.05%0.97%$136.4万1.4万股$113.9万1.4万股+780股+5.73%加仓
特斯拉TSLA
0.96%0.8%$125.0万3,035股$93.7万2,637股+398股+15.09%加仓
J骏利Detroit策略信托JBBB
0.94%0.96%$122.7万2.6万股$112.8万2.4万股+1,723股+7.15%加仓
S道富SPYM
0.93%0.89%$121.6万1.4万股$103.9万1.4万股-19股-0.14%减仓
FIFTH THIRD BANCORP COMFITB
0.91%0.79%$118.6万2.1万股$92.6万2.1万股+168股+0.81%加仓
RRBB FDUTWO
0.86%1.26%$112.3万2.3万股$147.8万3.1万股-7,233股-23.61%减仓
V先锋领航指数基金VBK
0.86%0.78%$111.8万3,092股$91.3万3,153股-61股-1.93%减仓
VVanEck ETF信托GDX
0.77%0.83%$100.3万1.3万股$97.1万1.1万股+1,927股+17.02%加仓
谷歌AGOOGL
0.77%0.67%$99.7万2,819股$77.9万2,848股-29股-1.02%减仓
S道富XLI
0.76%0.69%$99.1万5,424股$81.3万5,190股+234股+4.51%加仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.74%0.72%$96.0万8,832股$83.9万9,062股-230股-2.54%减仓
麦当劳MCD
0.72%0.92%$94.2万3,527股$107.3万3,479股+48股+1.38%加仓
摩根大通JPM
0.71%0.58%$92.6万2,810股$67.4万2,375股+435股+18.32%加仓
波音BA
0.71%0.68%$91.9万4,279股$79.6万4,206股+73股+1.74%加仓
WWORLD GOLD TRGLD
0.68%0.73%$88.3万1.1万股$85.3万9,553股+1,561股+16.34%加仓
雅培ABT
0.68%0.66%$88.3万9,520股$77.4万7,597股+1,923股+25.31%加仓
V先锋领航指数基金VUG
0.67%0.62%$87.5万1.0万股$72.7万1,730股+8,581股+496.01%加仓
AMD超威AMD
0.65%0.36%$85.2万1,580股$42.3万2,157股-577股-26.75%减仓
家得宝HD
0.65%0.6%$84.3万2,403股$70.1万2,168股+235股+10.84%加仓
柯蒂斯怀特CW
0.65%0.66%$84.3万1,143股$77.4万1,225股-82股-6.69%减仓
SSPDR道富系列信托SPYG
0.65%0.58%$84.1万7,165股$68.1万7,235股-70股-0.97%减仓
艾伯维ABBV
0.64%0.59%$82.8万3,256股$69.5万3,261股-5股-0.15%减仓
礼来LLY
0.63%0.51%$82.3万669股$59.5万671股-2股-0.30%减仓

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