FourThought Financial Partners, LLC
VENICE FL · SEC CIK 0001956790
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -36,195 | -100.0% | -$614.09万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC COM | $0 | 0.00% | 0 | -26,519 | -100.0% | -$43.81万 | 清仓 |
| — | CLEARWAY ENERGY INC CL A | $0 | 0.00% | 0 | -10,260 | -100.0% | -$40.19万 | 清仓 |
| LZB | LA Z BOY INC COM | $0 | 0.00% | 0 | -10,032 | -100.0% | -$32.24万 | 清仓 |
| AVNT | AVIENT CORPORATION COM | $0 | 0.00% | 0 | -8,707 | -100.0% | -$31.61万 | 清仓 |
| IOT | SAMSARA INC COM CL A | $0 | 0.00% | 0 | -9,887 | -100.0% | -$31.33万 | 清仓 |
| ANGI | ANGI INC CL A NEW | $0 | 0.00% | 0 | -45,654 | -100.0% | -$31.27万 | 清仓 |
| VNT | VONTIER CORPORATION COM | $0 | 0.00% | 0 | -8,652 | -100.0% | -$30.69万 | 清仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $0 | 0.00% | 0 | -20,381 | -100.0% | -$30.25万 | 清仓 |
| AMCR | AMCOR PLC COM NEW | $0 | 0.00% | 0 | -7,546 | -100.0% | -$30.00万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $0 | 0.00% | 0 | -3,530 | -100.0% | -$29.86万 | 清仓 |
| AMRC | AMERESCO INC CL A | $0 | 0.00% | 0 | -11,381 | -100.0% | -$29.02万 | 清仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $0 | 0.00% | 0 | -9,806 | -100.0% | -$28.24万 | 清仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $0 | 0.00% | 0 | -20,809 | -100.0% | -$28.11万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $0 | 0.00% | 0 | -1,294 | -100.0% | -$28.03万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $0 | 0.00% | 0 | -1,580 | -100.0% | -$27.41万 | 清仓 |
| KKR | KKR & CO INC COM | $0 | 0.00% | 0 | -2,892 | -100.0% | -$26.75万 | 清仓 |
| PCAR | PACCAR INC COM | $0 | 0.00% | 0 | -2,266 | -100.0% | -$26.17万 | 清仓 |
| NTSK | NETSKOPE INC CL A | $0 | 0.00% | 0 | -29,982 | -100.0% | -$25.45万 | 清仓 |
| LASR | NLIGHT INC COM | $0 | 0.00% | 0 | -4,455 | -100.0% | -$25.40万 | 清仓 |
| CE | CELANESE CORP DEL COM | $0 | 0.00% | 0 | -3,848 | -100.0% | -$25.31万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $0 | 0.00% | 0 | -1,469 | -100.0% | -$25.28万 | 清仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $0 | 0.00% | 0 | -3,044 | -100.0% | -$24.67万 | 清仓 |
| — | GATES INDL CORP PLC ORD SHS | $0 | 0.00% | 0 | -10,748 | -100.0% | -$24.30万 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -18,420 | -100.0% | -$24.17万 | 清仓 |
| BHE | BENCHMARK ELECTRS INC COM | $0 | 0.00% | 0 | -4,213 | -100.0% | -$23.62万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $0 | 0.00% | 0 | -1,468 | -100.0% | -$22.83万 | 清仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $0 | 0.00% | 0 | -6,442 | -100.0% | -$22.36万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION COM | $0 | 0.00% | 0 | -1,188 | -100.0% | -$22.25万 | 清仓 |
| WDAY | WORKDAY INC CL A | $0 | 0.00% | 0 | -1,703 | -100.0% | -$22.13万 | 清仓 |
| KLAR | KLARNA GROUP PLC SHS | $0 | 0.00% | 0 | -16,671 | -100.0% | -$21.82万 | 清仓 |
| BCC | BOISE CASCADE CO DEL COM | $0 | 0.00% | 0 | -2,839 | -100.0% | -$21.53万 | 清仓 |
| BLSH | BULLISH ORD SHS | $0 | 0.00% | 0 | -6,025 | -100.0% | -$21.53万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $0 | 0.00% | 0 | -1,366 | -100.0% | -$21.49万 | 清仓 |
| HSY | HERSHEY CO COM | $0 | 0.00% | 0 | -1,026 | -100.0% | -$21.33万 | 清仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $0 | 0.00% | 0 | -1,792 | -100.0% | -$21.26万 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW COM | $0 | 0.00% | 0 | -6,100 | -100.0% | -$20.94万 | 清仓 |
| CBZ | CBIZ INC COM | $0 | 0.00% | 0 | -7,570 | -100.0% | -$20.33万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $0 | 0.00% | 0 | -7,934 | -100.0% | -$20.13万 | 清仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $0 | 0.00% | 0 | -4,842 | -100.0% | -$20.04万 | 清仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $0 | 0.00% | 0 | -11,459 | -100.0% | -$19.95万 | 清仓 |
| INR | INFINITY NAT RES INC COM CL A | $0 | 0.00% | 0 | -10,721 | -100.0% | -$18.88万 | 清仓 |
| — | LEGGETT & PLATT INC COM | $0 | 0.00% | 0 | -11,953 | -100.0% | -$11.81万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | $0 | 0.00% | 0 | -22,062 | -100.0% | -$9.77万 | 清仓 |
| SNAP | SNAP INC CL A | $0 | 0.00% | 0 | -10,192 | -100.0% | -$4.69万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $0 | 0.00% | 0 | -10,017 | -100.0% | -$3.53万 | 清仓 |
| — | DATAVAULT AI INC COM SHS | $1.22万 | 0.00% | 34,751 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC COM CL A | $4.10万 | 0.00% | 18,961 | -29,659 | -61.0% | -$6.41万 | 减仓 |
| FRMI | FERMI INC COM | $9.30万 | 0.01% | 10,153 | -28,081 | -73.4% | -$25.72万 | 减仓 |
| RPD | RAPID7 INC COM | $9.66万 | 0.01% | 11,927 | -46,557 | -79.6% | -$37.71万 | 减仓 |
| VET | VERMILION ENERGY INC COM | $10.20万 | 0.01% | 10,888 | -7,759 | -41.6% | -$7.27万 | 减仓 |
| FIGS | FIGS INC CL A | $11.29万 | 0.01% | 11,041 | -12,000 | -52.1% | -$12.28万 | 减仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $11.36万 | 0.01% | 13,458 | 0 | 0.0% | — | 不变 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $11.44万 | 0.01% | 14,053 | 14,053 | — | $11.44万 | 新建仓 |
| HCKT | HACKETT GROUP INC COM | $11.85万 | 0.01% | 11,003 | 11,003 | — | $11.85万 | 新建仓 |
| AHRT | AH RLTY TR INC COM | $13.25万 | 0.01% | 18,713 | -4,552 | -19.6% | -$3.22万 | 减仓 |
| SABR | SABRE CORP COM | $14.07万 | 0.01% | 67,326 | -50,639 | -42.9% | -$10.58万 | 减仓 |
| HL | HECLA MINING COMPANY COM | $16.48万 | 0.01% | 10,679 | -8,664 | -44.8% | -$13.37万 | 减仓 |
| F | FORD MTR CO COM | $16.58万 | 0.01% | 11,926 | 84 | 0.7% | $1,168 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $16.64万 | 0.01% | 18,126 | 5,003 | 38.1% | $4.59万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $17.06万 | 0.01% | 10,060 | -5,449 | -35.1% | -$9.24万 | 减仓 |
| MBC | MASTERBRAND INC COMMON STOCK | $17.67万 | 0.01% | 17,170 | 17,170 | — | $17.67万 | 新建仓 |
| VREX | VAREX IMAGING CORP COM | $18.42万 | 0.01% | 17,659 | 223 | 1.3% | $2,326 | 加仓 |
| GTES | GATES INDL CORP LTD COM SHS | $20.13万 | 0.02% | 7,197 | 7,197 | — | $20.13万 | 新建仓 |
| COCO | VITA COCO CO INC COM | $20.19万 | 0.02% | 3,052 | -1,677 | -35.5% | -$11.09万 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $20.44万 | 0.02% | 2,828 | -2,418 | -46.1% | -$17.48万 | 重新持有 |
| OSK | OSHKOSH CORP COM | $20.46万 | 0.02% | 1,333 | 1,333 | — | $20.46万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $20.63万 | 0.02% | 2,859 | -150 | -5.0% | -$1.08万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $20.75万 | 0.02% | 452 | -17 | -3.6% | -$7,805 | 减仓 |
| SHBI | SHORE BANCSHARES INC COM | $20.76万 | 0.02% | 9,044 | 9,044 | — | $20.76万 | 新建仓 |
| ADSK | AUTODESK INC COM | $20.82万 | 0.02% | 1,071 | 95 | 9.7% | $1.85万 | 加仓 |
| CLX | CLOROX CO DEL COM | $20.84万 | 0.02% | 2,183 | 2,183 | — | $20.84万 | 新建仓 |
| ROKU | ROKU INC COM CL A | $20.86万 | 0.02% | 1,510 | 1,510 | — | $20.86万 | 新建仓 |
| DXCM | DEXCOM INC COM | $20.87万 | 0.02% | 3,099 | 3,099 | — | $20.87万 | 新建仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $20.90万 | 0.02% | 400 | 400 | — | $20.90万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP COM | $21.13万 | 0.02% | 3,748 | 3,748 | — | $21.13万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $21.24万 | 0.02% | 2,302 | 2,302 | — | $21.24万 | 新建仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $21.26万 | 0.02% | 1,493 | 1,493 | — | $21.26万 | 新建仓 |
| NUE | NUCOR CORP COM | $21.42万 | 0.02% | 961 | -2,064 | -68.2% | -$46.00万 | 重新持有 |
| SON | SONOCO PRODS CO COM | $21.53万 | 0.02% | 3,820 | -1,523 | -28.5% | -$8.58万 | 减仓 |
| TPR | TAPESTRY INC COM | $21.93万 | 0.02% | 1,498 | 1,498 | — | $21.93万 | 新建仓 |
| CTVA | CORTEVA INC COM | $22.08万 | 0.02% | 2,608 | 2,608 | — | $22.08万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $22.10万 | 0.02% | 912 | -56 | -5.8% | -$1.36万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $22.14万 | 0.02% | 1,410 | 1,410 | — | $22.14万 | 新建仓 |
| WAT | WATERS CORP COM | $22.31万 | 0.02% | 595 | -8 | -1.3% | -$3,000 | 重新持有 |
| COLB | COLUMBIA BKG SYS INC COM | $22.35万 | 0.02% | 6,975 | 6,975 | — | $22.35万 | 新建仓 |
| ATEX | ANTERIX INC COM | $22.37万 | 0.02% | 2,173 | 2,173 | — | $22.37万 | 新建仓 |
| CCNE | CNB FINL CORP PA COM | $22.41万 | 0.02% | 6,647 | 6,647 | — | $22.41万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP COM | $22.48万 | 0.02% | 2,947 | 23 | 0.8% | $1,755 | 加仓 |
| WSFS | WSFS FINL CORP COM | $22.54万 | 0.02% | 2,937 | -284 | -8.8% | -$2.18万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $22.55万 | 0.02% | 2,940 | -248 | -7.8% | -$1.90万 | 减仓 |
| JBL | JABIL INC COM | $22.55万 | 0.02% | 585 | -668 | -53.3% | -$25.75万 | 重新持有 |
| ILMN | ILLUMINA INC COM | $22.79万 | 0.02% | 1,296 | 1,296 | — | $22.79万 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $22.84万 | 0.02% | 9,015 | 9,015 | — | $22.84万 | 新建仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $22.86万 | 0.02% | 325 | -5 | -1.5% | -$3,517 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $22.95万 | 0.02% | 897 | 41 | 4.8% | $1.05万 | 重新持有 |
| PAYX | PAYCHEX INC COM | $23.01万 | 0.02% | 2,340 | -1,164 | -33.2% | -$11.45万 | 减仓 |
| BRKR | BRUKER CORP COM | $23.11万 | 0.02% | 3,840 | 3,840 | — | $23.11万 | 新建仓 |
| — | BASSETT FURNITURE INDS INC COM | $23.12万 | 0.02% | 13,047 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC COM | $23.40万 | 0.02% | 645 | 0 | 0.0% | — | 不变 |