4Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
4Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 151 只证券，申报市值合计 1.30 亿美元。前几大持仓：BIL（4.64%）、MPRO（4.11%）、JEPI（3.49%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $6.0M | 4.64% | 65,909 | 增持 |
| 2 | MPRO | NORTHERN LTS FD TR IV | $5.4M | 4.11% | 163,425 | 增持 |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.5M | 3.49% | 80,521 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $3.9M | 3.00% | 20,031 | 增持 |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $3.3M | 2.55% | 56,994 | 增持 |
| 6 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.3M | 2.50% | 53,652 | 增持 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $3.1M | 2.38% | 37,408 | 增持 |
| 8 | AAPL | APPLE INC | $3.1M | 2.35% | 10,885 | 减持 |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $2.7M | 2.06% | 33,940 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $2.5M | 1.89% | 6,690 | 增持 |
| 11 | VOO | VANGUARD INDEX FDS | $2.4M | 1.86% | 3,551 | 增持 |
| 12 | JNJ | JOHNSON & JOHNSON | $2.1M | 1.64% | 8,271 | 减持 |
| 13 | PULS | PGIM ETF TR | $2.0M | 1.57% | 41,148 | 减持 |
| 14 | JAAA | JANUS DETROIT STR TR | $1.9M | 1.46% | 37,444 | 增持 |
| 15 | SGOV | ISHARES TR | $1.9M | 1.44% | 18,595 | 增持 |
| 16 | AMZN | AMAZON COM INC | $1.9M | 1.43% | 7,763 | 减持 |
| 17 | TLT | ISHARES TR | $1.9M | 1.43% | 21,286 | 增持 |
| 18 | GOOG | ALPHABET INC | $1.6M | 1.26% | 4,663 | 减持 |
| 19 | GOVT | ISHARES TR | $1.6M | 1.23% | 70,299 | 减持 |
| 20 | WMT | WALMART INC | $1.6M | 1.22% | 13,857 | 增持 |
| 21 | NOBL | PROSHARES TR | $1.5M | 1.18% | 27,310 | 增持 |
| 22 | PPI | INVESTMENT MANAGERS SER TR I | $1.5M | 1.17% | 72,281 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.15% | 3,011 | 增持 |
| 24 | XLV | SELECT SECTOR SPDR TR | $1.5M | 1.13% | 9,142 | 增持 |
| 25 | META | META PLATFORMS INC | $1.5M | 1.12% | 2,603 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR