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Fourth Dimension Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Fourth Dimension Wealth, LLC

No.5616 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.16亿
环比变动 Q1 2026
+$5,258.9万+19.9%
持仓股票数
678
新买入
120
加仓
178
减仓
101
清仓
35
持股不变
279
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SPTM
5.84%5.88%$1,847.6万20.4万股$1,551.2万19.6万股+7,299股+3.72%加仓
SSPDR行业精选信托XLK
5.83%4.89%$1,842.9万9.7万股$1,289.5万9.7万股-296股-0.31%减仓
苹果AAPL
4.83%5.2%$1,528.5万5.3万股$1,370.0万5.4万股-1,160股-2.15%减仓
I景顺·S&PRWL
3.36%$1,061.6万8.3万股$00股+8.3万股新买入
J骏利Detroit策略信托JMBS
3.31%4.64%$1,045.9万23.2万股$1,224.5万27.1万股-3.9万股-14.23%减仓
英伟达NVDA
3.14%3.15%$994.3万5.0万股$830.3万4.8万股+2,084股+4.38%加仓
SSPDR道富指数基金SPDW
2.46%2.59%$777.5万15.4万股$681.7万14.9万股+4,951股+3.32%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
2.42%2.46%$764.5万5.4万股$649.5万5.2万股+1,974股+3.80%加仓
S道富SPTI
2.3%3.56%$727.7万25.6万股$938.8万32.8万股-7.1万股-21.75%减仓
亚马逊AMZN
2.05%2.19%$647.6万2.7万股$576.8万2.8万股-526股-1.90%减仓
PPimco Active Bond ETFBOND
2.04%$644.9万7.0万股$00股+7.0万股新买入
V先锋领航指数基金VUG
1.94%2.03%$614.2万7.1万股$534.7万1.2万股+5.9万股+482.46%加仓
SSPDR行业精选信托XLF
1.68%1.81%$530.7万9.9万股$477.8万9.7万股+2,212股+2.29%加仓
AMD超威AMD
1.66%0.53%$524.9万9,035股$139.7万6,869股+2,166股+31.53%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.65%1.79%$522.2万3.3万股$470.9万3.2万股+794股+2.47%加仓
IiShares安硕信托EEM
1.63%1.59%$514.4万7.5万股$418.1万7.4万股+1,580股+2.15%加仓
WWISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUNDIQDG
1.56%1.67%$493.3万11.5万股$439.7万11.0万股+4,969股+4.54%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
1.52%2.22%$481.0万16.6万股$584.4万20.0万股-3.4万股-17.21%减仓
SSPDR行业精选信托XLY
1.42%1.56%$448.5万3.8万股$410.2万3.8万股+600股+1.59%加仓
I景顺·NASDAQ 100 ETFQQQM
1.4%$444.3万1.5万股$00股+1.5万股新买入
V先锋领航指数基金VTV
1.26%1.4%$399.3万1.8万股$370.2万1.9万股-547股-2.90%减仓
J骏利亨德森JAAA
1.26%1.11%$399.2万7.9万股$291.9万5.8万股+2.1万股+36.44%加仓
SSPDR行业精选信托XLY
1.22%1.48%$387.3万3.6万股$391.0万3.5万股+883股+2.50%加仓
I景顺交易所交易基金信托RSP
1.21%1.18%$381.2万1.8万股$312.2万1.6万股+1,645股+10.11%加仓
美光科技MU
1.11%0.28%$350.3万3,034股$73.7万2,180股+854股+39.17%加仓
S道富XLI
1.1%1.06%$349.3万1.9万股$279.5万1.7万股+1,581股+9.15%加仓
IiShares安硕·COREIJH
0.98%1.04%$310.9万4.0万股$273.8万4.1万股-222股-0.55%减仓
SSPDR道富系列信托TFI
0.95%1.85%$301.0万6.6万股$489.0万10.8万股-4.2万股-39.05%减仓
礼来LLY
0.95%0.77%$299.4万2,496股$203.6万2,214股+282股+12.74%加仓
A美国世纪ETF信托AVSC
0.94%0.86%$296.2万4.0万股$227.3万3.6万股+3,911股+10.72%加仓
I景顺QQQ信托VOO
0.89%2.13%$282.4万3,835股$562.5万9,745股-5,910股-60.65%减仓
微软MSFT
0.89%0.95%$282.1万7,563股$249.3万6,735股+828股+12.29%加仓
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
0.89%0.84%$280.2万2.4万股$222.1万2.1万股+2,585股+12.22%加仓
S道富SPIB
0.88%1.26%$276.9万8.3万股$331.5万9.9万股-1.6万股-16.28%减仓
SSPDR道富系列信托SPTL
0.85%1.21%$269.5万10.3万股$318.9万12.1万股-1.9万股-15.28%减仓
G通用动力VTI
0.81%0.97%$257.7万6,965股$255.0万7,949股-984股-12.38%减仓
G高盛ETF信托GMUB
0.74%$235.5万4.6万股$00股+4.6万股新买入
WWORLD GOLD TRGLD
0.73%$230.8万2.9万股$00股+2.9万股新买入
IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG
0.67%0.76%$212.7万9.3万股$199.1万8.7万股+6,026股+6.93%加仓
SSPDR行业精选信托XLP
0.67%0.75%$210.9万2.5万股$197.9万2.4万股+1,251股+5.18%加仓
谷歌AGOOGL
0.61%0.46%$193.1万5,404股$121.8万4,237股+1,167股+27.54%加仓
IiShares安硕信托IEFA
0.58%0.7%$184.7万1.9万股$183.4万2.0万股-1,133股-5.59%减仓
SSPDR道富系列信托SPYG
0.57%0.58%$181.5万1.5万股$154.2万1.6万股-504股-3.20%减仓
摩根大通JPM
0.54%0.46%$172.2万5,261股$121.8万4,139股+1,122股+27.11%加仓
SSPDR行业精选信托XLE
0.53%0.71%$166.4万3.1万股$187.3万3.1万股+747股+2.44%加仓
Meta平台META
0.51%0.53%$160.4万2,848股$139.3万2,434股+414股+17.01%加仓
SSPDR黄金信托GLD
0.49%1.71%$155.7万4,226股$451.1万1.0万股-6,258股-59.69%减仓
SSPDR道富系列信托SPLB
0.47%0.53%$149.9万6.7万股$140.3万6.3万股+3,769股+5.97%加仓
S道富SPYV
0.43%0.54%$136.0万2.2万股$143.3万2.5万股-2,956股-11.67%减仓
博通AVGO
0.41%0.38%$129.9万3,438股$101.0万3,265股+173股+5.30%加仓

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