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Fourth Dimension Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fourth Dimension Wealth, LLC
报告期 2026-03-31 · CIK 0002056691
持仓数
634
前50大市值合计
$196.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 87
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
XLK
TECHNOLOGY SELECT
+$2.9M
47,195
+7%
增持
SPTM
SPDR SERIES TRUST
+$2.3M
167,751
+11%
减持
NVDA
NVIDIA CORPORATION
+$1.8M
43,925
-7%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VTV
VANGUARD VALUE
-$1.4M
23,838
-27%
减持
AAPL
APPLE INC
-$1.4M
55,433
-4%
增持
—
ISHARES IBONDS
+$1.3M
83,088
+225%
增持
JMBS
JANUS HENDERSON
+$1.3M
236,228
+14%
增持
QQQ
INVESCO QQQ TR
+$1.2M
8,520
+14%
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
137,724
+11%
增持
SPTI
SPDR SERIES TRUST
+$1.0M
291,103
+13%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.0M
45,200
+11%
减持
VUG
VANGUARD GROWTH
-$939.3K
15,370
-26%
增持
MSFT
MICROSOFT CORP
+$931.7K
7,149
+2%
增持
NFLX
NETFLIX INC
+$927.2K
1,957
+8%
增持
IQDG
WISDOMTREE TR
+$868.9K
92,850
+18%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$783.4K
17,172
+6%
增持
XLY
SELECT SECTOR SPDR TR
+$770.5K
16,519
+16%
增持
JPM
JPMORGAN CHASE & CO.
+$769.5K
4,232
+127%
增持
IBTG
ISHARES IBONDS
+$731.5K
41,276
+340%
增持
BIL
SPDR SERIES TRUST
+$702.3K
15,608
+96%
增持
SPTS
SPDR SERIES TRUST
+$640.3K
172,374
+14%
增持
META
META PLATFORMS INC
+$634.1K
3,015
+9%
增持
JAAA
JANUS HENDERSON
+$633.4K
44,901
+38%
减持
AMZN
AMAZON COM INC
+$632.9K
27,408
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$571.4K
88,223
+9%
增持
XLC
COMMUNICATION SERVICES
+$560.6K
30,349
+7%
增持
LLY
ELI LILLY & CO
+$556.9K
2,386
+51%
增持
EEM
ISHARES MSCI
+$548.7K
60,196
+12%
增持
—
INVESCO BULLETSHARES
+$515.2K
35,946
+226%
增持
AVGO
BROADCOM INC
+$505.0K
2,014
+571%
增持
QGRO
AMERICAN CENTURY
+$456.7K
18,533
+11%
增持
IJH
ISHARES TR
+$455.1K
33,540
+20%
增持
GLD
SPDR GOLD TR
+$435.7K
10,326
+10%
增持
SPTL
SPDR SERIES TRUST
+$385.6K
105,084
+19%
增持
XLI
INDUSTRIAL SELECT
+$366.9K
16,061
+5%
增持
VTI
VANGUARD TOTAL
+$363.5K
8,045
+6%
建仓
CRWV
COREWEAVE INC
+$361.2K
2,215
增持
SPIB
SPDR SERIES TRUST
+$347.4K
90,350
+12%
增持
AMD
ADVANCED MICRO
+$314.8K
6,671
+8%
增持
RSP
INVESCO S&P
+$296.8K
12,476
+10%
增持
PLTR
PALANTIR TECHNOLOGIES
+$269.9K
2,800
+111%
增持
—
ROYAL CARIBBEAN GROUP
+$265.4K
946
+531%
减持
WMT
WALMART INC
-$262.6K
3,757
-48%
增持
TSM
TAIWAN SEMICONDUCTOR
+$262.1K
1,314
+514%
增持
WELL
WELLTOWER INC
+$253.2K
1,758
+1484%
增持
MCD
MCDONALDS CORP
+$249.1K
1,974
+88%
建仓
GEV
GE VERNOVA
+$248.2K
469
减持
MBB
ISHARES MBS
-$237.9K
6,038
-30%
减持
FLOT
ISHARES TR
-$230.3K
4,859
-48%
增持
NET
CLOUDFLARE INC
+$229.3K
1,540
+140%
增持
T
AT&T INC
+$222.0K
14,796
+103%
增持
COST
COSTCO WHSL CORP NEW
+$221.6K
559
+59%
增持
BSCQ
INVESCO BULLETSHARES
+$216.5K
12,203
+993%
增持
MPC
MARATHON PETROLEUM
+$209.5K
1,423
+669%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$199.0K
1,989
-51%
增持
AVSC
AVANTIS U S
+$197.7K
32,968
+6%
增持
SPYV
SPDR PORTFOLIO
+$187.5K
20,465
+18%
增持
AGG
ISHARES TR
+$187.1K
2,338
+416%
建仓
OLED
UNIVERSAL DISPLAY
+$181.5K
1,175
建仓
—
ONESTREAM INC
+$174.1K
6,152
减持
SPYG
SPDR SERIES TRUST
+$170.8K
18,492
-7%
增持
COF
CAPITAL ONE
+$168.4K
876
+776%
建仓
HLI
HOULIHAN LOKEY
+$161.6K
898
建仓
MAA
MID AMERICA
+$160.3K
1,083
建仓
KGS
KODIAK GAS
+$158.9K
4,636
建仓
CRCL
CIRCLE INTERNET
+$157.2K
867
减持
LQD
ISHARES IBOXX
-$156.8K
3,134
-32%
增持
IUSG
ISHARES S&P
+$154.5K
4,303
+11%
减持
VCSH
VANGUARD SHORT
-$148.6K
7,058
-21%
增持
SPLB
SPDR PORTFOLIO
+$148.5K
56,170
+13%
减持
VBK
VANGUARD SMALL
-$138.7K
1,853
-28%
减持
—
EATON CORP
+$136.4K
1,681
-1%
减持
BIV
VANGUARD INTERMEDIATE
-$128.0K
5,234
-25%
增持
XLP
SECTOR CONSUMER
+$125.7K
20,563
+9%
减持
BILS
SPDR BLOOMBERG
-$125.4K
1,008
-56%
清仓
EVR
EVERCORE INC
-$122.8K
0
-100%
清仓
SPGI
S&P GLOBAL
-$121.4K
0
-100%
增持
EBND
SPDR BLOOMBERG
+$121.2K
34,331
+12%
清仓
BURL
BURLINGTON STORES
-$120.4K
0
-100%
清仓
BRX
BRIXMOR PROPERTY
-$120.2K
0
-100%
清仓
—
NORWEGIAN CRUISE
-$119.6K
0
-100%
增持
USFR
WISDOMTREE FLOATING
+$119.0K
19,952
+13%
减持
VBR
VANGUARD SMALL
-$118.8K
1,528
-32%
清仓
BDC
BELDEN INC
-$117.3K
0
-100%
减持
MTH
MERITAGE HOMES
-$113.8K
246
-87%
增持
INSM
INSMED INC
+$110.9K
2,332
+44%
增持
CRWD
CROWDSTRIKE HOLDINGS
+$110.7K
425
+42%
增持
VST
VISTRA CORP
+$109.9K
785
+117%
减持
IBM
INTL BUSINESS
-$107.2K
200
-70%
增持
JNJ
JOHNSON & JOHNSON
+$106.7K
2,819
+44%
减持
IEFA
ISHARES CORE
-$105.5K
21,055
-15%
增持
TSLA
TESLA INC
+$105.0K
1,484
+5%
减持
IJR
ISHARES TR
-$104.2K
10,108
-13%
增持
JMST
JPMORGAN
+$103.9K
18,911
+12%
增持
UBER
UBER TECHNOLOGIES
+$100.9K
2,782
+28%
增持
SNOW
SNOWFLAKE INC
+$100.5K
1,020
+17%
减持
IXUS
ISHARES TR
-$99.5K
12,674
-18%
建仓
CEG
CONSTELLATION ENERGY
+$96.9K
300
增持
XLE
ENERGY SELECT
-$95.4K
14,143
+2%
增持
XLU
UTILITIES SELECT
+$92.7K
13,699
+5%
减持
TIP
ISHARES TIPS
-$89.1K
2,657
-23%
增持
WWD
WOODWARD INC
+$86.7K
860
+26%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$84.4K
9,811
+5%
减持
PG
PROCTER & GAMBLE
-$83.6K
1,934
-16%
减持
SPYM
SPDR SERIES TRUST
+$82.9K
41,414
-7%
减持
MEAR
ISHARES SHORT
-$80.1K
17,069
-9%
减持
MOH
MOLINA HEALTHCARE
-$79.7K
440
-31%
增持
BND
VANGUARD TOTAL
+$79.6K
1,106
+4324%
减持
IGM
ISHARES EXPANDED
+$78.7K
4,070
-3%
增持
PINS
PINTEREST INC
+$76.9K
5,363
+44%
建仓
—
SPOTIFY TECHNOLOGY
+$76.7K
100
建仓
ARM
ARM HOLDINGS
+$75.9K
469
减持
IUSV
ISHARES CORE
-$74.9K
2,129
-29%
减持
ZS
ZSCALER INC
+$74.3K
755
-8%
减持
QUAL
ISHARES MSCI
-$73.9K
1,325
-28%
增持
DE
DEERE & CO
+$73.4K
615
+21%
减持
TLT
ISHARES 20
-$72.1K
1,579
-32%
增持
—
INVESCO BULLETSHARES
+$71.1K
26,314
+12%
增持
XLV
SELECT SECTOR SPDR TR
+$70.9K
29,020
+10%
增持
BAC
BANK AMERICA
+$70.8K
4,263
+36%
增持
APP
APPLOVIN CORP
+$70.0K
200
增持
PM
PHILIP MORRIS
+$67.7K
1,483
+16%
增持
MU
MICRON TECHNOLOGY INC
+$65.6K
1,745
+1%
增持
DUK
DUKE ENERGY
+$64.6K
1,342
+75%
减持
NKE
NIKE INC
-$64.4K
714
-61%
减持
SCHO
SCHWAB SHORT
-$61.5K
5,837
-30%
增持
BAX
BAXTER INTL
+$60.6K
5,886
+71%
增持
XLRE
REAL ESTATE
+$59.5K
17,482
+10%
减持
SJM
SMUCKER JM
-$56.2K
420
-49%
增持
ALNY
ALNYLAM PHARMACEUTICALS
+$56.0K
589
+17%
减持
SPY
SPDR S&P
-$54.8K
163
-41%
增持
XLB
MATERIALS SELECT
+$52.2K
7,006
+7%
减持
CAT
CATERPILLAR INC
-$51.9K
100
-64%
减持
IWM
ISHARES RUSSELL
-$51.8K
509
-37%
增持
—
AIR LEASE
+$51.6K
3,141
+15%
减持
KBE
SPDR S&P
-$50.8K
726
-58%
增持
ORCL
ORACLE CORP
+$48.9K
266
+303%
增持
NOW
SERVICENOW INC
+$48.2K
50
+1150%
增持
FLHY
FRANKLIN HIGH
+$48.0K
14,543
+13%
减持
VCIT
VANGUARD INTERMEDIATE
-$46.9K
5,522
-11%
减持
CVX
CHEVRON CORP
-$44.1K
270
-45%
增持
RJF
RAYMOND JAMES
+$42.8K
1,053
+23%
增持
—
EXXON MOBIL
-$39.9K
4,863
+3%
建仓
HSY
HERSHEY COMPANY
+$39.5K
238
增持
JGRO
JPMORGAN ACTIVE
+$39.3K
2,900
+2%
减持
OMF
ONEMAIN HLDGS
-$39.1K
1,114
-47%
减持
RPM
RPM INTL INC
-$38.4K
420
-43%
减持
ENPH
ENPHASE ENERGY
-$37.3K
1,411
-6%
清仓
ANET
ARISTA NETWORKS
-$37.2K
0
-100%
增持
NSC
NORFOLK SOUTHERN
+$36.1K
253
+109%
