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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 75
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES IBONDS
-$1.9M
0
-100%
建仓
IBTH
ISHARES IBONDS
+$1.0M
44,639
减持
AAPL
APPLE INC
+$883.7K
56,121
-1%
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
IBTG
ISHARES IBONDS
+$871.7K
81,834
+88%
增持
AGG
ISHARES TR
+$847.7K
10,787
+371%
增持
SPY
SPDR S&P 500 ETF TR
+$743.0K
1,249
+666%
清仓
MYCF
SPDR SSGA
-$698.6K
0
-100%
增持
JEPQ
JPMORGAN
+$634.2K
11,393
+2239%
增持
TFI
STATE STREET
+$624.2K
105,497
+15%
增持
XLV
STATE STREET
+$578.9K
31,721
+2%
清仓
—
INVESCO BULLETSHARES
-$541.8K
0
-100%
增持
SPTM
STATE STREET
+$504.9K
180,033
+1%
增持
NVDA
NVIDIA CORPORATION
+$497.4K
50,781
+6%
增持
AMD
ADVANCED MICRO
+$483.5K
7,486
+8%
增持
NFLX
NETFLIX INC
-$477.1K
19,475
+914%
建仓
BSMQ
INVESCO BULLETSHARES
+$440.6K
18,636
增持
MYCG
SPDR SSGA
+$435.4K
28,609
+156%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$425.2K
18,631
+1%
增持
GOOGL
ALPHABET INC
+$390.4K
5,395
+1%
增持
JMBS
JANUS HENDERSON
+$376.9K
264,593
+3%
增持
SPYV
STATE STREET
+$360.4K
27,726
+26%
增持
AMZN
AMAZON COM INC
+$356.7K
28,782
+1%
减持
META
META PLATFORMS INC
-$353.2K
2,973
-6%
减持
GLD
SPDR GOLD TR
+$329.2K
10,594
-3%
建仓
AKRE
PROFESSIONALLY MANAGED
+$299.8K
4,577
减持
MSFT
MICROSOFT CORP
-$294.2K
6,968
-1%
建仓
MYCH
SPDR SSGA
+$286.5K
11,422
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$280.9K
10,171
增持
SPDW
SPDR INDEX SHS FDS
+$278.2K
146,525
+1%
增持
XLI
STATE STREET
+$270.6K
18,130
+10%
建仓
USHY
ISHARES TR
+$270.5K
7,233
减持
T
AT&T INC
-$266.0K
8,535
-50%
减持
UBER
UBER TECHNOLOGIES
-$260.7K
594
-81%
减持
KGS
KODIAK GAS
-$259.6K
115
-98%
减持
ALNY
ALNYLAM PHARMACEUTICALS
-$254.9K
16
-97%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$243.9K
6,844
减持
OLED
UNIVERSAL DISPLAY
-$241.0K
25
-99%
清仓
RJF
RAYMOND JAMES
-$237.2K
0
-100%
建仓
MSGE
MADISON SQUARE
+$234.1K
4,344
增持
IQDG
WISDOMTREE TR
+$231.9K
101,450
+2%
减持
GEV
GE VERNOVA
-$230.1K
78
-83%
建仓
BRX
BRIXMOR PROPERTY
+$229.7K
8,759
增持
XLK
STATE STREET
+$225.8K
96,117
+99%
增持
ABT
ABBOTT LABORATORIES
+$220.3K
2,168
+466%
增持
CSCO
CISCO SYSTEMS
+$215.8K
2,946
+1719%
建仓
—
NVENT ELECTRIC
+$211.8K
2,077
减持
—
ONESTREAM INC
-$211.6K
140
-99%
增持
HSY
HERSHEY COMPANY
+$205.2K
1,374
+472%
减持
PINS
PINTEREST INC
-$198.7K
137
-98%
减持
MU
MICRON TECHNOLOGY INC
+$194.6K
1,705
-2%
增持
GOOG
ALPHABET INC
+$194.0K
2,483
+3%
增持
KEYS
KEYSIGHT TECHNOLOGIES
+$185.2K
976
+1201%
建仓
ARES
ARES MANAGEMENT
+$181.3K
1,121
减持
SPYM
SPDR SERIES TRUST
-$181.1K
42,095
-7%
建仓
TAXE
T ROWE
+$178.8K
3,500
增持
APD
AIR PRODUCTS
+$178.2K
1,481
+115%
增持
XLF
STATE STREET
+$176.0K
94,287
+2%
建仓
WYNN
WYNN RESORTS
+$161.4K
1,341
建仓
CLS
CELESTICA INC
+$160.8K
544
减持
PLTR
PALANTIR TECHNOLOGIES
-$153.9K
1,704
-32%
增持
QQQ
INVESCO QQQ TR
+$153.8K
8,971
+1%
增持
TSLA
TESLA INC
+$140.9K
1,492
+25%
增持
GSLC
GOLDMAN SACHS ETF TR
+$138.5K
48,130
+1%
增持
SPTI
STATE STREET
+$132.5K
319,091
+2%
增持
EEM
ISHARES TR
+$122.0K
68,788
+1%
增持
SPTS
STATE STREET
+$115.4K
191,990
+2%
增持
TAFI
AB TAX
+$105.0K
32,730
+15%
减持
CRWV
COREWEAVE INC
-$99.1K
575
-44%
建仓
NOW
SERVICENOW INC
+$95.0K
620
增持
—
EATON CORP
-$90.2K
1,692
+1%
增持
IJH
ISHARES TR
+$85.2K
36,089
+3%
增持
RSP
INVESCO S&P
+$83.2K
14,578
+2%
增持
AVGO
BROADCOM INC
+$82.1K
2,304
+6%
增持
C
CITIGROUP INC
+$82.0K
722
+3182%
减持
VUG
VANGUARD GROWTH
+$81.6K
14,105
-1%
增持
JAAA
JANUS HENDERSON
+$81.0K
55,448
+3%
增持
MLN
VANECK LONG
+$80.1K
36,686
+14%
增持
V
VISA INC
+$78.3K
1,079
+23%
减持
VTV
VANGUARD VALUE
+$76.6K
22,382
-1%
减持
KTB
KONTOOR BRANDS
-$73.7K
2,799
-9%
增持
COF
CAPITAL ONE
+$73.6K
1,236
+16%
增持
IUSG
ISHARES S&P
+$68.0K
4,810
+7%
减持
CRCL
CIRCLE INTERNET
-$67.0K
200
-68%
建仓
SPAB
STATE STREET
+$66.2K
2,571
减持
VGT
VANGUARD INFORMATION
-$65.4K
775
-11%
减持
VLO
VALERO ENERGY
-$64.0K
1,951
-13%
增持
IGM
ISHARES EXPANDED
+$58.1K
4,345
+9%
增持
COST
COSTCO WHOLESALE
+$57.9K
476
+25%
增持
SPMD
STATE STREET
+$57.6K
9,407
+10%
减持
PANW
PALO ALTO
-$57.5K
600
-27%
减持
IXUS
ISHARES TR
-$56.9K
13,327
-7%
增持
SCHG
SCHWAB US
+$56.7K
8,402
+23%
增持
IEFA
ISHARES CORE
+$56.3K
21,069
+1%
减持
PSN
PARSONS CORP
-$55.5K
1,942
-8%
增持
SPIB
STATE STREET
+$55.1K
97,707
+2%
增持
VOO
VANGUARD S&P
+$54.9K
605
+14%
增持
JGRO
JPMORGAN ACTIVE
+$52.9K
3,500
+21%
减持
GIS
GENERAL MILLS
-$52.7K
585
-63%
增持
—
EXXON MOBIL
+$50.0K
6,557
+0%
增持
XLP
STATE STREET
+$48.8K
22,471
+4%
增持
XLY
STATE STREET
+$47.1K
35,065
+103%
增持
DASH
DOORDASH INC
+$45.0K
356
+172%
建仓
SPYD
STATE STREET
+$44.8K
1,035
减持
HLI
HOULIHAN LOKEY
-$41.3K
1,175
-2%
增持
SHYD
VANECK SHORT
+$41.2K
13,865
+15%
增持
CRM
SALESFORCE INC
+$41.1K
624
+19%
增持
MPC
MARATHON PETROLEUM
-$40.9K
1,436
+1%
增持
JMST
JPMORGAN
+$40.9K
16,738
+5%
减持
CDNS
CADENCE DESIGN
-$40.8K
910
-2%
建仓
FSSL
FS SPECIALTY
+$40.3K
2,848
增持
DG
DOLLAR GENL
+$40.0K
1,010
+11%
建仓
ANET
ARISTA NETWORKS
+$39.3K
300
减持
AVSC
AVANTIS U S
+$38.7K
34,125
-1%
增持
SPSM
STATE STREET
+$38.0K
14,836
+5%
清仓
CVNA
CARVANA COMPANY
-$37.7K
0
-100%
减持
RGTI
RIGETTI COMPUTING
-$37.3K
870
-54%
增持
MEAR
ISHARES SHORT
+$36.9K
15,103
+5%
增持
XLC
STATE STREET
+$36.9K
34,139
+1%
增持
MRK
MERCK & COMPANY
+$36.6K
1,620
+2%
增持
DGRO
ISHARES CORE
+$36.3K
1,700
+42%
增持
—
ROYAL CARIBBEAN GROUP
-$35.8K
957
+2%
减持
QBTS
DWAVE QUANTUM
-$34.3K
200
-88%
减持
ORCL
ORACLE CORP
-$33.9K
66
-60%
清仓
SMH
VANECK SEMICONDUCTOR
-$32.6K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$32.6K
11,660
+0%
增持
XLE
STATE STREET
+$32.5K
29,928
+105%
清仓
MCHP
MICROCHIP TECHNOLOGY INC
-$32.1K
0
-100%
减持
TLT
ISHARES 20
-$30.4K
1,111
-22%
减持
KR
KROGER CO
-$29.6K
200
-68%
减持
VST
VISTRA CORP
-$29.0K
774
-2%
清仓
LULU
LULULEMON ATHLETICA
-$28.5K
0
-100%
增持
XLU
STATE STREET
-$27.4K
28,310
+100%
增持
WDC
WESTERN DIGITAL
+$27.1K
290
+53%
清仓
—
INVESCO BULLETSHARES
-$26.9K
0
-100%
减持
NZF
NUVEEN MUNICIPAL
-$26.7K
2,134
-50%
减持
WMT
WALMART INC
+$24.2K
5,935
-4%
减持
MTZ
MASTEC INC
-$22.7K
150
-42%
增持
GOVT
ISHARES U S
+$22.4K
12,892
+9%
减持
BAC
BANK AMERICA
-$21.8K
4,277
-14%
减持
IUSV
ISHARES CORE
-$21.4K
1,849
-12%
减持
VIG
VANGUARD DIVIDEND
-$21.3K
506
-18%
增持
BIL
STATE STREET
+$21.0K
15,353
+2%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$20.8K
2,027
-7%
增持
USFR
WISDOMTREE FLOATING
+$20.7K
21,818
+2%
减持
IYW
ISHARES TECHNOLOGY
-$19.7K
1,100
-10%
清仓
GEHC
GE HEALTHCARE
-$18.8K
0
-100%
减持
BND
VANGUARD TOTAL
-$18.7K
2,307
-9%
清仓
SBUX
STARBUCKS CORP
-$18.6K
0
-100%
增持
SPLB
STATE STREET
-$18.6K
60,757
+1%
减持
VTI
VANGUARD TOTAL
+$18.5K
8,266
-1%
