FourThought Financial Partners, LLC
VENICE FL · SEC CIK 0001956790
$11.59亿2026Q1 申报市值
384持仓数
26.4%前十大占比 · 第一大 4.2%
48 / 164新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$1,567.63万
SUB 新建仓+$612.81万
MSFT 加仓+$566.55万
DFAI 加仓+$456.28万
AMT 加仓+$406.13万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$1,388.11万
TXN 减仓-$797.32万
DGRO 减仓-$772.17万
NXPI 减仓-$396.16万
SCHD 减仓-$356.03万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| HTGC | HERCULES CAPITAL INC COM | $0 | 0.00% | 0 | -12,436 | -100.0% | -$23.40万 | 清仓 |
| LSTR | LANDSTAR SYS INC COM | $0 | 0.00% | 0 | -1,628 | -100.0% | -$23.39万 | 清仓 |
| BILL | BILL HOLDINGS INC COM | $0 | 0.00% | 0 | -4,250 | -100.0% | -$23.18万 | 清仓 |
| TWLO | TWILIO INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADS | $0 | 0.00% | 0 | -18,471 | -100.0% | -$23.07万 | 清仓 |
| PENG | PENGUIN SOLUTIONS INC COM | $0 | 0.00% | 0 | -11,792 | -100.0% | -$23.07万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $0 | 0.00% | 0 | -4,385 | -100.0% | -$22.97万 | 清仓 |
| CWST | CASELLA WASTE SYS INC CL A | $0 | 0.00% | 0 | -2,344 | -100.0% | -$22.96万 | 清仓 |
| J | JACOBS SOLUTIONS INC COM | $0 | 0.00% | 0 | -1,732 | -100.0% | -$22.94万 | 清仓 |
| WAT | WATERS CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NMIH | NMI HLDGS INC COM | $0 | 0.00% | 0 | -5,582 | -100.0% | -$22.77万 | 清仓 |
| NMRK | NEWMARK GROUP INC CL A | $0 | 0.00% | 0 | -13,064 | -100.0% | -$22.65万 | 清仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $0 | 0.00% | 0 | -4,887 | -100.0% | -$22.57万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -3,072 | -100.0% | -$22.35万 | 清仓 |
| SITM | SITIME CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $0 | 0.00% | 0 | -21,179 | -100.0% | -$22.11万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -390 | -100.0% | -$22.09万 | 清仓 |
| LPLA | LPL FINL HLDGS INC COM | $0 | 0.00% | 0 | -618 | -100.0% | -$22.07万 | 清仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $0 | 0.00% | 0 | -7,576 | -100.0% | -$21.83万 | 清仓 |
| WRBY | WARBY PARKER INC CL A COM | $0 | 0.00% | 0 | -9,966 | -100.0% | -$21.72万 | 清仓 |
| — | ARCOSA INC COM | $0 | 0.00% | 0 | -2,024 | -100.0% | -$21.52万 | 清仓 |
| YOU | CLEAR SECURE INC COM CL A | $0 | 0.00% | 0 | -6,112 | -100.0% | -$21.44万 | 清仓 |
| PZZA | PAPA JOHNS INTL INC COM | $0 | 0.00% | 0 | -5,551 | -100.0% | -$21.37万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC COM | $0 | 0.00% | 0 | -1,209 | -100.0% | -$21.34万 | 清仓 |
| PODD | INSULET CORP COM | $0 | 0.00% | 0 | -750 | -100.0% | -$21.32万 | 清仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OI | O-I GLASS INC COM | $0 | 0.00% | 0 | -14,413 | -100.0% | -$21.27万 | 清仓 |
| XEL | XCEL ENERGY INC COM | $0 | 0.00% | 0 | -2,872 | -100.0% | -$21.21万 | 清仓 |
| EPAM | EPAM SYS INC COM | $0 | 0.00% | 0 | -1,034 | -100.0% | -$21.18万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $0 | 0.00% | 0 | -339 | -100.0% | -$21.11万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC COM | $0 | 0.00% | 0 | -1,306 | -100.0% | -$20.97万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC COM | $0 | 0.00% | 0 | -1,002 | -100.0% | -$20.82万 | 清仓 |
| LCID | LUCID GROUP INC COM NEW | $0 | 0.00% | 0 | -19,691 | -100.0% | -$20.81万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $0 | 0.00% | 0 | -2,811 | -100.0% | -$20.70万 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $0 | 0.00% | 0 | -8,968 | -100.0% | -$20.69万 | 清仓 |
| ATEN | A10 NETWORKS INC COM | $0 | 0.00% | 0 | -11,591 | -100.0% | -$20.50万 | 清仓 |
| ACEL | ACCEL ENTERTAINMENT INC COM CL A1 | $0 | 0.00% | 0 | -17,907 | -100.0% | -$20.43万 | 清仓 |
| HRI | HERC HLDGS INC COM | $0 | 0.00% | 0 | -1,372 | -100.0% | -$20.36万 | 清仓 |
| CNO | CNO FINL GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UI | UBIQUITI INC COM | $0 | 0.00% | 0 | -364 | -100.0% | -$20.14万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -22,999 | -100.0% | -$19.76万 | 清仓 |
| KIDS | ORTHOPEDIATRICS CORP COM | $0 | 0.00% | 0 | -11,096 | -100.0% | -$19.71万 | 清仓 |
| SITC | SITE CTRS CORP COM | $0 | 0.00% | 0 | -30,310 | -100.0% | -$19.46万 | 清仓 |
| CIFR | CIPHER MINING INC COM | $0 | 0.00% | 0 | -12,997 | -100.0% | -$19.18万 | 清仓 |
| EH | EHANG HLDGS LTD ADS | $0 | 0.00% | 0 | -14,429 | -100.0% | -$19.02万 | 清仓 |
| PLSE | PULSE BIOSCIENCES INC COM | $0 | 0.00% | 0 | -13,724 | -100.0% | -$18.84万 | 清仓 |
| TU | TELUS CORPORATION COM | $0 | 0.00% | 0 | -13,649 | -100.0% | -$17.98万 | 清仓 |
| ARCO | ARCOS DORADOS HOLDINGS INC SHS CLASS -A - | $0 | 0.00% | 0 | -23,458 | -100.0% | -$17.22万 | 清仓 |
| ANGO | ANGIODYNAMICS INC COM | $0 | 0.00% | 0 | -13,168 | -100.0% | -$16.91万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC COM | $0 | 0.00% | 0 | -14,692 | -100.0% | -$16.79万 | 清仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $0 | 0.00% | 0 | -22,059 | -100.0% | -$16.59万 | 清仓 |
| TMC | TMC THE METALS COMPANY INC COM | $0 | 0.00% | 0 | -26,518 | -100.0% | -$16.36万 | 清仓 |
| PBI | PITNEY BOWES INC COM | $0 | 0.00% | 0 | -14,817 | -100.0% | -$15.66万 | 清仓 |
| GILT | GILAT SATELLITE NETWORKS LTD SHS NEW | $0 | 0.00% | 0 | -11,919 | -100.0% | -$15.42万 | 清仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $0 | 0.00% | 0 | -14,600 | -100.0% | -$14.56万 | 清仓 |
| SBH | SALLY BEAUTY HLDGS INC COM | $0 | 0.00% | 0 | -10,156 | -100.0% | -$14.48万 | 清仓 |
| CERT | CERTARA INC COM | $0 | 0.00% | 0 | -16,260 | -100.0% | -$14.33万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC CL A | $0 | 0.00% | 0 | -16,747 | -100.0% | -$14.23万 | 清仓 |
| RXST | RXSIGHT INC COM | $0 | 0.00% | 0 | -12,972 | -100.0% | -$13.52万 | 清仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $0 | 0.00% | 0 | -10,872 | -100.0% | -$12.92万 | 清仓 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $0 | 0.00% | 0 | -12,210 | -100.0% | -$12.16万 | 清仓 |
| FINV | FINVOLUTION GROUP SPONSORED ADS | $0 | 0.00% | 0 | -22,953 | -100.0% | -$12.00万 | 清仓 |
| CRCT | CRICUT INC COM CL A | $0 | 0.00% | 0 | -23,634 | -100.0% | -$11.70万 | 清仓 |
| — | TERRA INNOVATUM GLOBAL NV ORD SHS | $0 | 0.00% | 0 | -24,926 | -100.0% | -$11.52万 | 清仓 |
| PSFE | PAYSAFE LIMITED SHS | $0 | 0.00% | 0 | -13,763 | -100.0% | -$11.13万 | 清仓 |
| WB | WEIBO CORP SPONSORED ADR | $0 | 0.00% | 0 | -10,740 | -100.0% | -$10.98万 | 清仓 |
| LILA | LIBERTY LATIN AMERICA LTD COM CL A | $0 | 0.00% | 0 | -14,463 | -100.0% | -$10.69万 | 清仓 |
| ENVX | ENOVIX CORPORATION COM | $0 | 0.00% | 0 | -14,522 | -100.0% | -$10.62万 | 清仓 |
| NABL | N-ABLE INC COMMON STOCK | $0 | 0.00% | 0 | -13,891 | -100.0% | -$10.39万 | 清仓 |
| CGNT | COGNYTE SOFTWARE LTD ORD SHS | $0 | 0.00% | 0 | -10,147 | -100.0% | -$9.54万 | 清仓 |
| MPT | MEDICAL PPTYS TRUST INC COM | $0 | 0.00% | 0 | -16,777 | -100.0% | -$8.39万 | 清仓 |
| — | ACV AUCTIONS INC COM CL A | $0 | 0.00% | 0 | -10,191 | -100.0% | -$8.17万 | 清仓 |
| — | SPIRE GLOBAL INC COM CL A NEW | $0 | 0.00% | 0 | -10,237 | -100.0% | -$7.68万 | 清仓 |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $0 | 0.00% | 0 | -10,106 | -100.0% | -$7.54万 | 清仓 |
| THRY | THRYV HLDGS INC COM NEW | $0 | 0.00% | 0 | -12,141 | -100.0% | -$7.35万 | 清仓 |
| — | DATAVAULT AI INC COM SHS | $2.15万 | 0.00% | 34,751 | 34,751 | — | $2.15万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $3.53万 | 0.00% | 10,017 | -57,245 | -85.1% | -$20.15万 | 减仓 |
| SNAP | SNAP INC CL A | $4.69万 | 0.00% | 10,192 | 10,192 | — | $4.69万 | 新建仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $9.77万 | 0.01% | 13,458 | -2,524 | -15.8% | -$1.83万 | 减仓 |
| COTY | COTY INC COM CL A | $9.77万 | 0.01% | 48,620 | 48,620 | — | $9.77万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | $9.77万 | 0.01% | 22,062 | 22,062 | — | $9.77万 | 新建仓 |
| — | LEGGETT & PLATT INC COM | $11.81万 | 0.01% | 11,953 | -22,487 | -65.3% | -$22.22万 | 减仓 |
| AHRT | AH RLTY TR INC COM | $12.80万 | 0.01% | 23,265 | 11,086 | 91.0% | $6.10万 | 重新持有 |
| F | FORD MTR CO COM | $13.67万 | 0.01% | 11,842 | -4,423 | -27.2% | -$5.10万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $14.21万 | 0.01% | 13,123 | 1,025 | 8.5% | $1.11万 | 加仓 |
| SABR | SABRE CORP COM | $17.10万 | 0.01% | 117,965 | 117,965 | — | $17.10万 | 新建仓 |
| — | BASSETT FURNITURE INDS INC COM | $18.46万 | 0.02% | 13,047 | 0 | 0.0% | — | 不变 |
| VREX | VAREX IMAGING CORP COM | $18.50万 | 0.02% | 17,436 | 71 | 0.4% | $753 | 加仓 |
| INR | INFINITY NAT RES INC COM CL A | $18.88万 | 0.02% | 10,721 | 198 | 1.9% | $3,487 | 加仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $19.95万 | 0.02% | 11,459 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $20.00万 | 0.02% | 2,671 | -3,171 | -54.3% | -$23.75万 | 减仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $20.04万 | 0.02% | 4,842 | 4,842 | — | $20.04万 | 新建仓 |
| ICHR | ICHOR HOLDINGS SHS | $20.06万 | 0.02% | 4,303 | 4,303 | — | $20.06万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $20.13万 | 0.02% | 7,934 | 7,934 | — | $20.13万 | 新建仓 |
| CBZ | CBIZ INC COM | $20.33万 | 0.02% | 7,570 | 7,570 | — | $20.33万 | 新建仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $20.35万 | 0.02% | 330 | 330 | — | $20.35万 | 新建仓 |
| — | DUPONT DE NEMOURS INC COM | $20.38万 | 0.02% | 4,449 | -5,085 | -53.3% | -$23.29万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $20.42万 | 0.02% | 735 | 735 | — | $20.42万 | 新建仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $20.62万 | 0.02% | 7,934 | 7,934 | — | $20.62万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $20.69万 | 0.02% | 968 | -270 | -21.8% | -$5.77万 | 减仓 |