Fourth Dimension Wealth, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$2.6亿

申报季度: 2026-03-31 · 持股只数: 634

Fourth Dimension Wealth, LLC在最新一期 13F 报告中披露了 634 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 14.2%。

机构性格雪花图

集中度: 8.7
持仓稳定性: 14.21
动能／逆势: 100
行业集中度: 82.38
多样化: 100
仓位均衡度: 65.39

近期动向

减仓 VUG
-13.2%　-US$153.5万
加仓 SPTM
+9.0%　US$65.9万
减仓 AAPL
-3.8%　-US$155.6万
减仓 NVDA
-6.2%　-US$116.8万
减仓 MSFT
-3.3%　-US$87.7万
减仓 AGG
-65.1%　-US$70.4万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 596 大持股（共 634 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	5.88%	+0.46%	+8.98%
2	AAPL	Apple INC	股票-科技	5.20%	-0.37%	-3.81%
3	XLK	Ss Technology Select Sector	ETF-科技型	4.89%	-0.16%	+0.94%
4	JMBS	Janus Henderson Mortg Backed	ETF-其他	4.64%	—	+2.43%
5	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-其他	3.56%	—	+2.65%
6	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	3.39%	—	+3.64%
7	NVDA	Nvidia CORP	股票-科技	3.15%	-0.31%	-6.25%
8	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	2.59%	+0.22%	+1.92%
9	GSLC	Goldman Activebeta US Lc ETF	ETF-避险与商品	2.46%	—	+7.85%
10	SPTS	Ss Spdr P St Term Tsy ETF	ETF-其他	2.22%	—	+4.31%
11	AMZN	Amazon.com INC	股票-周期性消费	2.19%	-0.23%	-3.77%
12	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.13%	—	+8.63%
13	VUG	Vanguard Growth ETF	ETF-其他	2.03%	-0.48%	-13.22%
14	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	1.85%	—	+2.23%
15	XLF	Ss Financial Select Sector	ETF-其他	1.81%	-0.07%	+2.64%
16	XLV	Ss Health Care Select Sector	ETF-其他	1.79%	—	+1.25%
17	GLD	Spdr Gold Shares	ETF-避险与商品	1.71%	+0.18%	-1.04%
18	IQDG	Wisdomtree Intl Qlty Dvd Grw	ETF-其他	1.67%	—	+7.97%
19	EEM	Ishares Msci Emerging Market	ETF-新兴市场	1.59%	+0.22%	+7.03%
20	XLY	Ss Consumer Disc Select Sect	ETF-其他	1.56%	—	+7.35%
21	XLC	Ss Comm Select Sector Spdr	ETF-其他	1.48%	—	+3.32%
22	VTV	Vanguard Value ETF	ETF-其他	1.40%	-0.16%	-15.69%
23	SPIB	Ss Spdr P Int C CORP ETF	ETF-其他	1.26%	—	+1.15%
24	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	ETF-其他	1.21%	—	+4.37%
25	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.18%	+0.16%	+11.61%
26	JAAA	Janus Henderson Aaa Clo ETF	ETF-其他	1.11%	—	+4.51%
27	XLI	Ss Industrial Select Sector	ETF-其他	1.06%	—	-4.69%
28	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.04%	+0.17%	+12.33%
29	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.97%	—	-3.83%
30	MSFT	Microsoft CORP	股票-科技	0.95%	-0.28%	-3.34%
31	AVSC	Avantis US Small Cap Equity	ETF-中小型股	0.86%	+0.13%	+6.90%
32	QGRO	American Century US Quality	ETF-其他	0.84%	—	+9.33%
33	LLY	Eli Lilly & Co	股票-医疗保健	0.77%	-0.15%	-5.14%
34	IBTG	Ishares Ibonds Dec 2026 Term	ETF-其他	0.76%	—	+6.18%
35	XLP	Ss Consumer Staples Sel Sect	ETF-其他	0.75%	+0.11%	+7.41%
36	XLE	Ss Energy Select Sector	ETF-其他	0.71%	+0.22%	+2.17%
37	NFLX	Netflix INC	股票-通信服务	0.70%	—	-1.69%
38	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.70%	—	-3.85%
39	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.58%	-0.08%	-6.63%
40	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	0.54%	—	-8.67%
41	SPLB	Ss Spdr P Long Term C ETF	ETF-其他	0.53%	—	+3.94%
42	AMD	Advanced Micro Devices	股票-科技	0.53%	—	-8.24%
43	META	Meta Platforms Inc-class A	股票-通信服务	0.53%	-0.19%	-18.13%
44	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.49%	—	+0.37%
45	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.46%	-0.16%	-21.46%
46	JPM	Jpmorgan Chase & Co	股票-金融	0.46%	—	-0.84%
47	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	0.44%	-0.07%	-18.30%
48	USFR	Wisdomtree Floating Rate Tre	ETF-其他	0.43%	—	+3.97%
49	XOM	Exxon Mobil CORP	股票-能源	0.41%	+0.12%	-3.02%
50	IBTH	Ishares Ibonds Dec 2027 Term	ETF-其他	0.40%	—	+6.38%

1–50 of 596

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	634	US$2.6亿	14	1SPTM 2AAPL 3XLK 主要持股2026-03-31 1.SPTM 2.AAPL 3.XLK 4.JMBS 5.SPTI 6.DIA 7.NVDA 8.SPDW 9.GSLC 10.SPTS
2025-12-31	648	US$2.7亿	11	1AAPL 2SPTM 3XLK 主要持股2025-12-31 1.AAPL 2.SPTM 3.XLK 4.JMBS 5.NVDA 6.SPTI 7.DIA 8.VUG 9.AMZN 10.SPDW
2025-09-30	629	US$2.6亿	30	1AAPL 2SPTM 3XLK 主要持股2025-09-30 1.AAPL 2.SPTM 3.XLK 4.JMBS 5.SPTI 6.NVDA 7.DIA 8.VUG 9.AMZN 10.GSLC
2025-06-30	637	US$2.4亿	0	1SPTM 2XLK 3AAPL 主要持股2025-06-30 1.SPTM 2.XLK 3.AAPL 4.JMBS 5.SPTI 6.DIA 7.NVDA 8.VUG 9.AMZN 10.SPDW
2025-03-31	654	US$2.1亿	0	1AAPL 2SPTM 3JMBS 主要持股2025-03-31 1.AAPL 2.SPTM 3.JMBS 4.XLK 5.VUG 6.SPTI 7.DIA 8.VTV 9.AMZN 10.NVDA
2024-12-31	629	US$1.9亿	0	1AAPL 2SPTM 3XLK 主要持股2024-12-31 1.AAPL 2.SPTM 3.XLK 4.VUG 5.NVDA 6.DIA 7.JMBS 8.AMZN 9.VTV 10.GSLC

本季持股变动

Fourth Dimension Wealth, LLC 在 2026-03-31 最显著的持仓异动：清仓: Ste Str Spdr Pt S&p 500 ETF (SPYM); 清仓: Ishares Core Intl Stock ETF (IXUS); 新建仓: Golar LNG Limited (GLNG); 新建仓: Dick's Sporting Goods INC (DKS); 新建仓: Ishares Select Dividend ETF (DVY).

Fourth Dimension Wealth, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.5%	+8.98%	加仓
2	XLE	Ss Energy Select Sector	+0.2%	+2.17%	加仓
3	EEM	Ishares Msci Emerging Market	+0.2%	+7.03%	加仓
4	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.2%	+1.92%	加仓
5	GLD	Spdr Gold Shares	+0.2%	-1.04%	减仓
6	IJH	Ishares Core S&p Midcap ETF	+0.2%	+12.33%	加仓
7	RSP	Invesco S&p 500 Equal Weight	+0.2%	+11.61%	加仓
8	PRF	Invesco Rafi US 1000 ETF	+0.2%	+85630.00%	加仓
9	SDY	Ss Spdr S&p Dividend ETF	+0.1%	+1852.11%	加仓
10	SNDK	Sandisk CORP	+0.1%	+833.33%	加仓
11	COP	Conocophillips	+0.1%	+610.00%	加仓
12	AVSC	Avantis US Small Cap Equity	+0.1%	+6.90%	加仓
13	IVV	Ishares Core S&p 500 ETF	+0.1%	+82.69%	加仓
14	XOM	Exxon Mobil CORP	+0.1%	-3.02%	减仓
15	XLP	Ss Consumer Staples Sel Sect	+0.1%	+7.41%	加仓
16	MU	Micron Technology INC	+0.1%	+27.86%	加仓
17	JNJ	Johnson & Johnson	+0.1%	+17.52%	加仓
18	XLF	Ss Financial Select Sector	-0.1%	+2.64%	加仓
19	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.1%	-18.30%	减仓
20	TSLA	Tesla INC	-0.1%	-21.45%	减仓
21	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.1%	-6.63%	减仓
22	VOO	Vanguard S&p 500 ETF	-0.1%	-59.50%	减仓
23	RCL	Royal Caribbean Cruises Ltd.	-0.1%	-89.55%	减仓
24	WELL	Welltower INC	-0.1%	-93.73%	减仓
25	FLOT	Ishares Floating Rate Bond E	-0.1%	-99.97%	减仓
26	VEA	Vanguard Ftse Developed ETF	-0.1%	-51.66%	减仓
27	LLY	Eli Lilly & Co	-0.2%	-5.14%	减仓
28	IJR	Ishares Core S&p Small-cap E	-0.2%	-36.03%	减仓
29	XLK	Ss Technology Select Sector	-0.2%	+0.94%	加仓
30	VTV	Vanguard Value ETF	-0.2%	-15.69%	减仓
31	GOOGL	Alphabet Inc-cl A	-0.2%	-21.46%	减仓
32	META	Meta Platforms Inc-class A	-0.2%	-18.13%	减仓
33	AMZN	Amazon.com INC	-0.2%	-3.77%	减仓
34	AGG	Ishares Core U.s. Aggregate	-0.3%	-65.14%	减仓
35	MSFT	Microsoft CORP	-0.3%	-3.34%	减仓
36	NVDA	Nvidia CORP	-0.3%	-6.25%	减仓
37	AAPL	Apple INC	-0.4%	-3.81%	减仓
38	VUG	Vanguard Growth ETF	-0.5%	-13.22%	减仓
39	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	EXIT	清仓
40	IXUS	Ishares Core Intl Stock ETF	—	EXIT	清仓
41	GLNG	Golar LNG Limited	—	NEW	新建仓
42	DKS	Dick's Sporting Goods INC	—	NEW	新建仓
43	DVY	Ishares Select Dividend ETF	—	NEW	新建仓
44	COF	Capital One Financial CORP	—	EXIT	清仓
45	VSS	Vanguard Ftse All Wo X-us Sc	—	EXIT	清仓
46	USHY	Ishares Broad Usd High Yield	—	EXIT	清仓
47	LOAR	Loar Holdings INC	—	NEW	新建仓
48	HII	Huntington Ingalls Industrie	—	EXIT	清仓
49	MSGE	Madison Square Garden Entert	—	EXIT	清仓
50	MDY	State Street Spdr S&p Midcap	—	NEW	新建仓

FAQ

Fourth Dimension Wealth, LLC 是什么机构？属于哪种投资人类型？

Fourth Dimension Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.6亿，分布在 634 个已申报仓位之中。

Fourth Dimension Wealth, LLC 目前前几大持股有哪些？

根据最新 13F 申报，Fourth Dimension Wealth, LLC 按市值排列的前几大持股为： 1. Ss Spdr P S&p 1500 Comp ETF (SPTM) — US$1551.2万 (5.9%) 2. Apple INC (AAPL) — US$1370.0万 (5.2%) 3. Ss Technology Select Sector (XLK) — US$1289.5万 (4.9%) 4. Janus Henderson Mortg Backed (JMBS) — US$1224.5万 (4.6%) 5. Ss Spdr P Int Term Tsy ETF (SPTI) — US$938.8万 (3.6%)

Fourth Dimension Wealth, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Fourth Dimension Wealth, LLC 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 17 个既有持股、减仓 21 个仓位，并完全清仓 7 个持股。其中幅度最大的异动：清仓: Ste Str Spdr Pt S&p 500 ETF (SPYM); 清仓: Ishares Core Intl Stock ETF (IXUS); 新建仓: Golar LNG Limited (GLNG); 新建仓: Dick's Sporting Goods INC (DKS); 新建仓: Ishares Select Dividend ETF (DVY)

Fourth Dimension Wealth, LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Fourth Dimension Wealth, LLC 的主要板块分布如下： • Information Technology: 48.4% • Consumer Discretionary: 14.0% • Communication Services: 8.6% • Health Care: 6.8% • Financials: 5.6% • Energy: 4.7%