小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 85
减持 48
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.0M
56,447
+2%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
48,094
+9%
增持
SPTM
SPDR SERIES TRUST
+$1.8M
177,903
+6%
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。
增持
XLK
TECHNOLOGY SELECT
+$1.7M
48,295
+2%
增持
JMBS
JANUS HENDERSON
+$1.1M
256,457
+9%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$961.8K
18,391
+7%
增持
GSLC
GOLDMAN SACHS ETF TR
+$746.2K
47,839
+6%
增持
EEM
ISHARES TR
+$737.6K
68,191
+13%
增持
GLD
SPDR GOLD TR
+$721.5K
10,885
+5%
减持
—
INVESCO BULLETSHARES
-$716.5K
1,300
-96%
建仓
MYCF
SPDR SSGA
+$698.6K
27,800
增持
SPTI
SPDR SERIES TRUST
+$695.1K
313,845
+8%
增持
XLC
SELECT SECTOR SPDR TR
+$688.3K
33,641
+11%
增持
QQQ
INVESCO QQQ TR
+$657.2K
8,923
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$652.5K
145,571
+6%
增持
XLY
SELECT SECTOR SPDR TR
+$549.9K
17,276
+5%
增持
SPYM
SPDR SERIES TRUST
+$547.6K
45,418
+10%
增持
GOOGL
ALPHABET INC
+$495.7K
5,341
+17%
增持
SPTS
SPDR SERIES TRUST
+$457.2K
187,793
+9%
增持
JAAA
JANUS HENDERSON
+$444.8K
53,634
+19%
增持
RSP
INVESCO S&P
+$442.0K
14,282
+14%
增持
XLV
SELECT SECTOR SPDR TR
+$419.8K
31,123
+7%
增持
GOOG
ALPHABET INC
+$376.5K
2,403
+104%
增持
XLF
SELECT SECTOR SPDR TR
+$367.8K
92,595
+5%
减持
NFLX
NETFLIX INC
-$317.6K
1,921
-2%
增持
VTI
VANGUARD TOTAL
+$307.6K
8,388
+4%
增持
IQDG
WISDOMTREE TR
+$295.7K
99,706
+7%
增持
SPTL
SPDR SERIES TRUST
+$288.0K
114,327
+9%
增持
VLO
VALERO ENERGY
+$287.5K
2,241
+220%
建仓
MYCG
SPDR SSGA
+$281.0K
11,195
增持
AMZN
AMAZON COM INC
+$273.7K
28,632
+4%
增持
WMT
WALMART INC
+$269.7K
6,181
+65%
增持
MCD
MCDONALDS CORP
+$266.3K
2,774
+41%
增持
AVSC
AVANTIS U S
+$265.6K
34,337
+4%
建仓
KTB
KONTOOR BRANDS
+$244.7K
3,068
建仓
HII
HUNTINGTON INGALLS
+$239.7K
833
建仓
IYW
ISHARES TECHNOLOGY
+$239.3K
1,222
清仓
BSCQ
INVESCO BULLETSHARES
-$238.2K
0
-100%
增持
CDNS
CADENCE DESIGN
+$238.1K
926
+227%
增持
DUK
DUKE ENERGY
+$236.5K
3,191
+138%
减持
INSM
INSMED INC
-$226.5K
57
-98%
增持
IJR
ISHARES TR
+$221.9K
11,165
+10%
建仓
—
AON PLC
+$221.8K
622
减持
CRWV
COREWEAVE INC
-$220.9K
1,025
-54%
增持
IJH
ISHARES TR
+$216.5K
35,192
+5%
增持
—
EXXON MOBIL
+$214.9K
6,556
+35%
增持
SPIB
SPDR SERIES TRUST
+$214.4K
95,851
+6%
减持
SNOW
SNOWFLAKE INC
-$205.2K
102
-90%
增持
IXUS
ISHARES TR
+$205.0K
14,348
+13%
减持
WWD
WOODWARD INC
-$205.0K
23
-97%
减持
COST
COSTCO WHOLESALE
-$200.9K
381
-32%
减持
NET
CLOUDFLARE INC
-$197.3K
486
-68%
减持
DE
DEERE & CO
-$196.6K
254
-59%
减持
PM
PHILIP MORRIS
-$186.3K
517
-65%
增持
QGRO
AMERICAN CENTURY
+$184.5K
19,290
+4%
减持
—
AIR LEASE
-$178.0K
89
-97%
增持
AMD
ADVANCED MICRO
+$173.1K
6,921
+4%
增持
XLI
INDUSTRIAL SELECT
+$172.4K
16,480
+3%
减持
BAX
BAXTER INTL
-$170.8K
327
-94%
清仓
MAA
MID AMERICA
-$160.3K
0
-100%
增持
AVGO
BROADCOM INC
+$159.7K
2,168
+8%
增持
VGT
VANGUARD INFORMATION
+$158.7K
870
+18%
清仓
—
VIPER ENERGY
-$158.0K
0
-100%
减持
JMST
JPMORGAN
-$151.2K
15,905
-16%
增持
JNJ
JOHNSON & JOHNSON
+$145.4K
3,106
+10%
增持
SPYV
SPDR PORTFOLIO
+$143.6K
21,954
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$136.5K
11,612
+18%
减持
MEAR
ISHARES SHORT
-$134.9K
14,317
-16%
增持
VIG
VANGUARD DIVIDEND
+$131.3K
614
+10133%
增持
SPLB
SPDR PORTFOLIO
+$122.7K
60,143
+7%
增持
XLU
UTILITIES SELECT
+$117.3K
14,172
+3%
增持
APP
APPLOVIN CORP
+$109.6K
250
+25%
减持
MSFT
MICROSOFT CORP
+$108.2K
7,074
-1%
增持
BND
VANGUARD TOTAL
+$108.1K
2,549
+130%
增持
IEMG
ISHARES CORE
+$106.5K
13,654
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$106.2K
4,227
-0%
增持
XLE
ENERGY SELECT
+$106.1K
14,613
+3%
增持
KGS
KODIAK GAS
+$105.0K
7,139
+54%
减持
—
INVESCO BULLETSHARES
-$104.0K
22,091
-16%
增持
IUSG
ISHARES S&P
+$92.5K
4,496
+4%
增持
META
META PLATFORMS INC
+$90.4K
3,153
+5%
增持
HLI
HOULIHAN LOKEY
+$84.3K
1,198
+33%
增持
IWR
ISHARES RUSSELL
+$82.9K
1,034
+462%
减持
LLY
ELI LILLY & CO
-$78.9K
2,334
-2%
增持
MU
MICRON TECHNOLOGY INC
+$77.0K
1,746
+0%
清仓
—
SPOTIFY TECHNOLOGY
-$76.7K
0
-100%
增持
RJF
RAYMOND JAMES
+$75.7K
1,374
+30%
建仓
GE
GE AEROSPACE
+$75.2K
250
减持
PLTR
PALANTIR TECHNOLOGIES
+$75.1K
2,504
-11%
减持
CRCL
CIRCLE INTERNET
-$74.3K
625
-28%
增持
USFR
WISDOMTREE FLOATING
+$73.4K
21,427
+7%
减持
IEFA
ISHARES CORE
+$70.9K
20,943
-1%
增持
TSM
TAIWAN SEMICONDUCTOR
+$69.8K
1,315
+0%
减持
ALNY
ALNYLAM PHARMACEUTICALS
+$69.2K
573
-3%
减持
SPMB
SPDR MORTGAGE
-$63.1K
3,116
-48%
减持
QUAL
ISHARES MSCI
-$63.1K
921
-30%
增持
OLED
UNIVERSAL DISPLAY
+$62.4K
1,698
+45%
减持
VUG
VANGUARD GROWTH
+$61.8K
14,178
-8%
减持
SCHG
SCHWAB US
-$61.0K
6,812
-29%
减持
TSLA
TESLA INC
+$58.7K
1,192
-20%
增持
BAC
BANK AMERICA
+$55.3K
4,982
+17%
增持
FLOT
ISHARES TR
+$55.1K
5,932
+22%
增持
XLRE
REAL ESTATE
+$53.9K
18,467
+6%
增持
IBTG
ISHARES IBONDS
+$53.8K
43,583
+6%
减持
SPYG
SPDR SERIES TRUST
+$53.8K
17,381
-6%
清仓
NOW
SERVICENOW INC
-$51.4K
0
-100%
增持
T
AT&T INC
+$49.8K
16,928
+14%
减持
CRWD
CROWDSTRIKE HOLDINGS
-$49.7K
340
-20%
减持
BIL
SPDR SERIES TRUST
-$49.7K
15,063
-3%
增持
UBER
UBER TECHNOLOGIES
+$49.6K
3,156
+13%
减持
SPSM
SPDR PORTFOLIO
+$49.5K
14,189
-1%
减持
—
ISHARES IBONDS
-$49.4K
80,956
-3%
增持
EBND
SPDR BLOOMBERG
+$46.2K
36,559
+6%
减持
IGM
ISHARES EXPANDED
+$46.0K
3,995
-2%
减持
DG
DOLLAR GENL
-$44.9K
910
-25%
清仓
SPYD
SPDR PORTFOLIO
-$44.6K
0
-100%
增持
WELL
WELLTOWER INC
+$44.2K
1,765
+0%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$44.1K
2,184
+10%
减持
TFI
SPDR NUVEEN
+$43.9K
92,124
-1%
建仓
KR
KROGER CO
+$42.1K
625
减持
GOVT
ISHARES U S
-$41.7K
11,871
-14%
增持
RGTI
RIGETTI COMPUTING
+$41.7K
1,900
+51%
减持
OMF
ONEMAIN HLDGS
-$40.9K
400
-64%
减持
ZS
ZSCALER INC
-$40.7K
655
-13%
增持
—
ONESTREAM INC
+$40.1K
11,623
+89%
增持
XLB
MATERIALS SELECT
+$39.7K
7,307
+4%
增持
COF
CAPITAL ONE
+$39.4K
1,062
+21%
增持
MPC
MARATHON PETROLEUM
+$37.9K
1,424
+0%
增持
UNH
UNITEDHEALTH GROUP
+$33.5K
210
+68%
减持
GEV
GE VERNOVA
+$32.8K
457
-3%
减持
AVMU
AVANTIS CORE
-$32.3K
3,888
-17%
清仓
NRG
NRG ENERGY
-$32.1K
0
-100%
增持
XLP
SECTOR CONSUMER
+$31.8K
21,651
+5%
减持
BIV
VANGUARD INTERMEDIATE
-$29.3K
4,809
-8%
减持
NVO
NOVO NORDISK
-$28.5K
83
-83%
增持
FLHY
FRANKLIN HIGH
+$27.8K
15,568
+7%
增持
CVX
CHEVRON CORP
+$27.0K
423
+57%
增持
IAU
ISHARES GOLD
+$26.2K
429
+436%
清仓
OKLO
OKLO INC
-$25.2K
0
-100%
减持
VCSH
VANGUARD SHORT
-$23.9K
6,721
-5%
减持
LQD
ISHARES IBOXX
-$23.5K
2,871
-8%
增持
VCIT
VANGUARD INTERMEDIATE
+$23.5K
5,723
+4%
增持
AGNC
AGNC INVESTMENT
+$23.2K
5,000
+79%
增持
MLN
VANECK LONG
+$21.9K
32,209
+1%
增持
CRM
SALESFORCE INC
+$21.7K
524
+39%
减持
TIP
ISHARES TIPS
-$21.1K
2,439
-8%
减持
VBK
VANGUARD SMALL
-$20.9K
1,654
-11%
清仓
—
HESS CORP
-$20.8K
0
-100%
减持
MCN
XAI MADISON
-$20.4K
400
-89%
减持
ARM
ARM HOLDINGS
-$19.3K
400
-15%
