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LEVEL FOUR 咨询服务 · 13F 持仓分析
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LEVEL FOUR 咨询服务

LEVEL FOUR ADVISORY SERVICES, LLCNo.1227 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$35.39亿
环比变动 Q1 2026
+$4.93亿+16.2%
持仓股票数
935
新买入
102
加仓
472
减仓
323
清仓
33
持股不变
38
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
苹果AAPL
4.04%4.04%$1.43亿49.4万股$1.23亿48.5万股+8,166股+1.68%加仓
AALPS ETF信托LGRO
2.99%2.73%$1.06亿244.1万股$8,307.4万225.3万股+18.8万股+8.37%加仓
I景顺QQQ信托VOO
2.95%2.69%$1.04亿14.2万股$8,194.2万14.2万股-203股-0.14%减仓
微软MSFT
1.92%1.97%$6,789.0万18.2万股$6,008.4万16.2万股+2.0万股+12.13%加仓
英伟达NVDA
1.77%1.69%$6,260.3万31.3万股$5,146.7万29.5万股+1.8万股+6.02%加仓
亚马逊AMZN
1.72%1.71%$6,073.5万25.5万股$5,221.9万25.1万股+4,091股+1.63%加仓
美光科技MU
1.64%0.6%$5,820.4万5.0万股$1,815.4万5.4万股-3,312股-6.16%减仓
谷歌AGOOGL
1.51%1.43%$5,344.3万15.0万股$4,355.2万15.1万股-1,906股-1.26%减仓
V先锋领航指数基金VOO
1.36%1.35%$4,823.9万7.0万股$4,121.7万6.9万股+1,260股+1.83%加仓
S道富SPYM
1.35%1.33%$4,776.0万54.3万股$4,048.7万52.9万股+1.5万股+2.74%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
1.29%1.4%$4,581.0万111.5万股$4,250.9万119.4万股-8.0万股-6.68%减仓
博通AVGO
1.28%1.18%$4,544.9万12.0万股$3,609.4万11.7万股+3,699股+3.17%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
1.09%1.15%$3,857.4万46.8万股$3,497.1万46.2万股+5,893股+1.28%加仓
艾伯维ABBV
0.96%0.94%$3,400.9万13.5万股$2,875.9万13.2万股+2,912股+2.20%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
0.93%1.08%$3,306.3万65.7万股$3,291.6万65.4万股+2,777股+0.42%加仓
AALPS ETF信托SMTH
0.91%1.05%$3,231.8万125.6万股$3,188.8万123.8万股+1.7万股+1.40%加仓
摩根大通JPM
0.91%0.92%$3,213.4万9.8万股$2,800.7万9.5万股+2,944股+3.09%加仓
VVanEck Russia ETFBBH
0.83%0.89%$2,950.5万28.4万股$2,704.9万28.0万股+4,090股+1.46%加仓
AMD超威AMD
0.77%0.36%$2,719.8万4.7万股$1,100.3万5.4万股-7,269股-13.44%减仓
VanEck ETF信托SMH
0.76%0.47%$2,701.7万4.1万股$1,434.2万3.7万股+3,782股+10.11%加仓
Meta平台META
0.71%0.83%$2,526.7万4.5万股$2,529.5万4.4万股+639股+1.45%加仓
SSANDISK COMSNDK
0.69%0.4%$2,437.9万1.1万股$1,228.1万1.9万股-8,608股-44.53%减仓
科磊KLAC
0.69%0.39%$2,430.9万8.1万股$1,181.1万8,021股+7.3万股+904.49%加仓
I景顺·NASDAQ 100 ETFQQQM
0.64%0.59%$2,282.4万7.5万股$1,802.3万7.6万股-516股-0.68%减仓
IiShares安硕信托AGG
0.62%0.79%$2,201.4万22.2万股$2,398.7万24.2万股-1.9万股-7.96%减仓
PPACER FDS TR TRENDP US LAR CPPTLC
0.62%0.63%$2,189.3万37.6万股$1,926.2万36.7万股+8,616股+2.35%加仓
联合健康UNH
0.61%0.48%$2,158.5万5.2万股$1,477.0万5.5万股-2,655股-4.86%减仓
沃尔玛WMT
0.6%0.75%$2,137.2万18.9万股$2,281.7万18.4万股+5,099股+2.78%加仓
F第一信托交易所交易基金RDVY
0.53%0.51%$1,877.7万23.2万股$1,547.3万22.7万股+5,030股+2.22%加仓
C花旗集团C
0.53%0.49%$1,864.2万13.3万股$1,495.2万13.2万股+1,355股+1.03%加仓
AAlphabet Inc Class CGOOG
0.5%0.47%$1,784.0万5.0万股$1,432.8万5.0万股+535股+1.07%加仓
摩根士丹利MS
0.5%0.46%$1,768.6万8.5万股$1,393.7万8.5万股-79股-0.09%减仓
G通用动力VTI
0.49%0.4%$1,747.7万4.7万股$1,210.5万3.8万股+9,499股+25.18%加仓
卡特彼勒CAT
0.49%0.37%$1,721.4万1.6万股$1,114.6万1.6万股+430股+2.73%加仓
I景顺交易所交易基金IISPMO
0.49%0.32%$1,720.3万10.6万股$977.4万8.7万股+1.9万股+22.15%加仓
强生JNJ
0.47%0.53%$1,673.8万6.6万股$1,618.2万6.6万股-296股-0.45%减仓
SSPDR行业精选信托XLK
0.47%0.37%$1,670.4万8.8万股$1,141.0万8.6万股+1,821股+2.12%加仓
DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL
0.47%0.51%$1,658.7万27.7万股$1,561.5万27.0万股+7,135股+2.64%加仓
G高盛ETF信托GBIL
0.47%0.53%$1,658.4万16.6万股$1,622.6万16.2万股+3,624股+2.24%加仓
德州仪器TXN
0.46%0.35%$1,642.9万5.5万股$1,076.5万5.5万股-333股-0.60%减仓
SSPDR标普500 ETFSPY
0.46%0.47%$1,630.6万2.2万股$1,435.8万2.2万股-242股-1.10%减仓
MICROCHIP TECHNOLOGYMCHP
0.43%0.35%$1,530.9万16.8万股$1,071.6万16.6万股+2,014股+1.21%加仓
N新纪元能源NEE
0.43%0.52%$1,523.8万17.4万股$1,594.6万17.2万股+1,923股+1.12%加仓
伯克希尔哈撒韦BRK.B
0.43%0.5%$1,520.3万3.0万股$1,509.0万3.1万股-1,108股-3.52%减仓
康明斯CMI
0.42%0.36%$1,489.5万2.1万股$1,111.4万2.1万股+226股+1.09%加仓
IiShares安硕信托IVW
0.41%0.4%$1,455.6万10.6万股$1,203.5万10.6万股-565股-0.53%减仓
SSPDR黄金信托GLD
0.41%0.72%$1,446.3万3.9万股$2,189.5万5.1万股-1.2万股-22.84%减仓
高盛GS
0.41%0.4%$1,443.5万1.4万股$1,203.7万1.4万股+45股+0.32%加仓
VisaV
0.4%0.43%$1,417.2万4.1万股$1,322.6万4.4万股-2,453股-5.61%减仓
IiShares安硕·COREIJH
0.4%0.4%$1,416.6万18.4万股$1,209.3万17.9万股+4,618股+2.58%加仓

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