13F 机构持仓

FourThought Financial Partners, LLC

VENICE FL · SEC CIK 0001956790

2026Q22026Q1 更早 9 个季度 🔒
$12.95亿2026Q2 申报市值
393持仓数
28.0%前十大占比 · 第一大 4.4%
44 / 46新建仓 / 清仓
申报市值走势$12.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVGO 4.4%
MSFT 3.9%
KLAC 3.6%
NVDA 3.1%
VOO 2.7%
AAPL 2.3%
ASML 2.2%
AMAT 2.1%
AMZN 1.9%
JPM 1.8%

2026Q2 买入最多 按季末市值估算

XOM 新建仓+$522.75万
HONA 新建仓+$437.74万
VOO 加仓+$276.17万
DFAI 加仓+$154.91万
SUB 加仓+$151.23万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$614.09万
AMT 减仓-$494.87万
HON 减仓-$425.41万
VGT 减仓-$227.46万
AMAT 减仓-$199.11万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
AVGO BROADCOM INC COM $5,689.59万4.39%150,618 4220.3% $15.94万 加仓
MSFT MICROSOFT CORP COM $5,045.02万3.90%135,248 3,1222.4% $116.46万 加仓
KLAC KLA CORP COM NEW $4,656.66万3.60%154,342 -3,208-2.0% -$96.79万 减仓
NVDA NVIDIA CORPORATION COM $3,973.94万3.07%198,607 -829-0.4% -$16.59万 减仓
VOO VANGUARD S&P 500 ETF $3,450.04万2.66%50,233 4,0218.7% $276.17万 加仓
AAPL APPLE INC COM $3,001.10万2.32%103,715 1,0121.0% $29.28万 加仓
ASML ASML HLDG NV N Y REGISTRY SHS $2,807.78万2.17%14,113 -877-5.9% -$174.48万 减仓
AMAT APPLIED MATLS INC COM $2,764.07万2.13%38,231 -2,754-6.7% -$199.11万 减仓
AMZN AMAZON COM INC COM $2,445.32万1.89%102,598 2,0292.0% $48.36万 加仓
JPM JPMORGAN CHASE & CO COM $2,374.79万1.83%72,550 350.0% $1.15万 加仓
CVX CHEVRON CORPORATION COM $2,353.14万1.82%141,961 8730.6% $14.47万 加仓
V VISA INC COM CL A $2,349.36万1.81%68,477 2,4303.7% $83.37万 加仓
NEE NEXTERA ENERGY INC COM $2,330.55万1.80%265,529 14,1745.6% $124.41万 加仓
GOOGL ALPHABET INC CAP STK CL A $2,146.04万1.66%60,051 -1,970-3.2% -$70.40万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $1,998.90万1.54%41,856 -1,864-4.3% -$89.02万 减仓
AMT AMERICAN TOWER CORP COM $1,873.23万1.45%114,521 -30,254-20.9% -$494.87万 减仓
PEP PEPSICO INC COM $1,829.93万1.41%135,150 2,7952.1% $37.84万 加仓
CB CHUBB LIMITED COM $1,715.06万1.32%50,334 1,0602.2% $36.12万 加仓
DGRO ISHARES CORE DIVIDEND GROWTH ETF $1,705.10万1.32%224,977 -347-0.2% -$2.63万 减仓
LMT LOCKHEED MARTIN CORP COM $1,565.46万1.21%30,728 2931.0% $14.93万 加仓
VONG VANGUARD RUSSELL 1000 GROWTH ETF $1,556.91万1.20%121,814 3,7693.2% $48.17万 加仓
MDT MEDTRONIC PLC SHS $1,544.53万1.19%197,434 4,3722.3% $34.20万 加仓
CMCSA COMCAST CORP NEW CL A $1,540.03万1.19%627,303 14,9532.4% $36.71万 加仓
AZN ASTRAZENECA PLC ORD $1,534.34万1.18%80,917 1,4301.8% $27.12万 加仓
VONV VANGUARD RUSSELL 1000 VALUE ETF $1,497.51万1.16%140,863 1,1590.8% $12.32万 加仓
LOW LOWES COS INC COM $1,437.54万1.11%65,198 1,2642.0% $27.87万 加仓
COST COSTCO WHOLESALE CORPORATION COM $1,407.00万1.09%15,041 1410.9% $13.19万 加仓
CAT CATERPILLAR INC COM $1,369.77万1.06%12,863 -14-0.1% -$1.49万 减仓
APD AIR PRODUCTS AND CHEMICALS INC COM $1,262.81万0.98%43,073 7221.7% $21.17万 加仓
NOC NORTHROP GRUMMAN CORP COM $1,259.64万0.97%24,732 7723.2% $39.32万 加仓
LRCX LAM RESEARCH CORP COM NEW $1,249.23万0.96%28,829 -514-1.8% -$22.27万 减仓
ABT ABBOTT LABORATORIES COM $1,245.07万0.96%137,213 8,3996.5% $76.21万 加仓
AMGN AMGEN INC COM $1,171.86万0.90%32,361 1580.5% $5.72万 加仓
NDAQ NASDAQ INC COM $1,139.65万0.88%144,589 2,6611.9% $20.97万 加仓
QCOM QUALCOMM INC COM $1,090.33万0.84%59,004 4970.8% $9.18万 加仓
BLK BLACKROCK INC COM $1,049.19万0.81%10,911 -158-1.4% -$15.19万 减仓
PG PROCTER & GAMBLE CO COM $1,021.68万0.79%69,673 4,4656.8% $65.47万 加仓
META META PLATFORMS INC CL A $1,010.63万0.78%17,942 7324.3% $41.23万 加仓
VONE VANGUARD RUSSELL 1000 ETF $974.46万0.75%28,769 -598-2.0% -$20.26万 减仓
PNC PNC FINL SVCS GROUP INC COM $947.62万0.73%38,487 3741.0% $9.21万 加仓
CME CME GROUP INC COM $930.81万0.72%42,151 9312.3% $20.56万 加仓
MSCI MSCI INC COM $891.57万0.69%15,920 7164.7% $40.10万 加仓
GOOG ALPHABET INC CAP STK CL C $832.91万0.64%23,573 -83-0.4% -$2.93万 减仓
FTNT FORTINET INC COM $823.45万0.64%53,603 5321.0% $8.17万 加仓
QQQ INVESCO QQQ TRUST SERIES I $799.41万0.62%10,856 -102-0.9% -$7.51万 减仓
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF $763.87万0.59%71,745 14,20424.7% $151.23万 加仓
GS GOLDMAN SACHS GROUP INC COM $755.91万0.58%7,474 -74-1.0% -$7.48万 减仓
CSCO CISCO SYS INC COM $751.37万0.58%63,968 -2,883-4.3% -$33.86万 减仓
PLD PROLOGIS INC. COM $743.61万0.57%54,891 2160.4% $2.93万 加仓
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF $737.28万0.57%178,735 37,55426.6% $154.91万 加仓
LLY ELI LILLY & CO COM $707.58万0.55%5,899 3235.8% $38.74万 加仓
CI THE CIGNA GROUP COM $701.61万0.54%25,450 9353.8% $25.78万 加仓
MA MASTERCARD INCORPORATED CL A $681.36万0.53%13,266 3542.7% $18.18万 加仓
EPD ENTERPRISE PRODS PARTNERS L P COM $677.24万0.52%184,233 4,6672.6% $17.16万 加仓
WMT WALMART INC COM $666.83万0.51%58,876 -275-0.5% -$3.11万 减仓
AMD ADVANCED MICRO DEVICES INC COM $660.39万0.51%11,368 -233-2.0% -$13.54万 减仓
MPC MARATHON PETE CORP COM $635.85万0.49%24,870 -906-3.5% -$23.16万 减仓
SCHD SCHWAB US DIVIDEND EQUITY ETF $633.88万0.49%199,899 17,5849.6% $55.76万 加仓
NOW SERVICENOW INC COM $625.01万0.48%62,955 7,90714.4% $78.50万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $617.34万0.48%12,337 1,0068.9% $50.34万 加仓
DLR DIGITAL RLTY TR INC COM $582.66万0.45%32,446 -289-0.9% -$5.19万 减仓
MELI MERCADOLIBRE INC COM $573.41万0.44%3,378 1685.2% $28.52万 加仓
TMO THERMO FISHER SCIENTIFIC INC COM $562.69万0.43%11,223 5395.0% $27.02万 加仓
MPLX MPLX LP COM UNIT REP LTD $555.68万0.43%98,646 3,6823.9% $20.74万 加仓
ACWX ISHARES MSCI ACWI EX U.S. ETF $554.43万0.43%72,846 60.0% $457 加仓
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $539.65万0.42%54,522 -4,627-7.8% -$45.80万 减仓
CSX CSX CORP COM $525.17万0.41%110,493 5040.5% $2.40万 加仓
XOM EXXONMOBIL HOLDINGS CORP COM SHS $522.75万0.40%38,235 38,235— $522.75万 新建仓
SLDE SLIDE INS HLDGS INC COM $514.29万0.40%265,506 -10,000-3.6% -$19.37万 减仓
NVO NOVO-NORDISK A S ADR $489.51万0.38%102,109 8,7109.3% $41.76万 加仓
TXN TEXAS INSTRS INC COM $471.45万0.36%15,817 -368-2.3% -$10.97万 减仓
DUK DUKE ENERGY CORP NEW COM NEW $460.88万0.36%36,411 1,7164.9% $21.72万 加仓
VEEV VEEVA SYS INC CL A COM $452.06万0.35%25,473 2,58111.3% $45.80万 加仓
CRM SALESFORCE INC COM $450.84万0.35%28,778 1,3645.0% $21.37万 加仓
HON HONEYWELL INTL INC COM $443.41万0.34%19,804 -19,000-49.0% -$425.41万 减仓
CCI CROWN CASTLE INC COM $442.21万0.34%58,394 -2,168-3.6% -$16.42万 减仓
HONA HONEYWELL AEROSPACE INC COM $437.74万0.34%19,800 19,800— $437.74万 新建仓
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $432.43万0.33%76,563 2,0042.7% $11.32万 加仓
ABBV ABBVIE INC COM $428.58万0.33%17,032 4042.4% $10.17万 加仓
SPY STATE STREET SPDR S&P 500 ETF $426.77万0.33%5,715 -80-1.4% -$5.97万 减仓
VTEB VANGUARD TAX-EXEMPT BOND ETF $421.49万0.33%83,331 10,00113.6% $50.59万 加仓
MUB ISHARES NATIONAL MUNI BOND ETF $420.69万0.32%39,090 3,90511.1% $42.03万 加仓
QQQM INVESCO NASDAQ 100 ETF $410.40万0.32%13,546 3352.5% $10.15万 加仓
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF $404.35万0.31%185,482 31,29820.3% $68.23万 加仓
JNJ JOHNSON & JOHNSON COM $380.11万0.29%14,967 -61-0.4% -$1.55万 减仓
— DIMENSIONAL U.S. SMALL CAP ETF $375.48万0.29%45,601 13,58042.4% $111.82万 加仓
WMB WILLIAMS COS INC COM $371.16万0.29%49,927 -121-0.2% -$8,995 减仓
IJR ISHARES CORE S&P SMALL CAP ETF $368.64万0.28%24,856 -313-1.2% -$4.64万 减仓
VZ VERIZON COMMUNICATIONS INC COM $364.84万0.28%86,169 7360.9% $3.12万 加仓
TSCO TRACTOR SUPPLY CO COM $346.47万0.27%109,606 33,78644.6% $106.80万 加仓
CRWD CROWDSTRIKE HLDGS INC CL A $324.26万0.25%4,249 -277-6.1% -$21.14万 减仓
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF $320.92万0.25%138,565 15,21512.3% $35.24万 加仓
VGT VANGUARD INFORMATION TECHNOLOGY ETF $318.61万0.25%26,657 -19,031-41.7% -$227.46万 减仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $308.33万0.24%24,777 4,31621.1% $53.71万 加仓
ADBE ADOBE INC COM $305.13万0.24%14,883 2,02715.8% $41.56万 加仓
AOS SMITH A O CORP COM $302.28万0.23%48,195 3,4397.7% $21.57万 加仓
INTU INTUIT COM $294.22万0.23%11,273 1,20311.9% $31.40万 加仓
KYN KAYNE ANDERSON ENERGY INFRSTR COM $291.24万0.22%210,588 -1,118-0.5% -$1.55万 减仓
HD HOME DEPOT INC COM $287.09万0.22%8,140 3454.4% $12.17万 加仓
ZTS ZOETIS INC CL A $276.88万0.21%38,531 8,23327.2% $59.16万 加仓