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 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC COM | $23.45万 | 0.02% | 472 | -238 | -33.5% | -$11.82万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.74万 | 0.02% | 7,130 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $23.75万 | 0.02% | 4,531 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $23.77万 | 0.02% | 3,241 | 3,241 | — | $23.77万 | 新建仓 |
| NEM | NEWMONT CORP COM | $23.83万 | 0.02% | 2,551 | -442 | -14.8% | -$4.13万 | 减仓 |
| KEY | KEYCORP COM | $23.92万 | 0.02% | 10,376 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC COM | $24.29万 | 0.02% | 4,765 | 0 | 0.0% | — | 重新持有 |
| INTA | INTAPP INC COM | $24.59万 | 0.02% | 9,755 | 9,755 | — | $24.59万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $24.73万 | 0.02% | 1,823 | -2,626 | -59.0% | -$35.62万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $24.90万 | 0.02% | 2,298 | -373 | -14.0% | -$4.04万 | 减仓 |
| GOLD | GOLD COM INC COM | $25.02万 | 0.02% | 6,012 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC COM PAR $0.004 | $25.19万 | 0.02% | 1,986 | 1,986 | — | $25.19万 | 新建仓 |
| — | ISABELLA BK CORP COM | $25.25万 | 0.02% | 6,392 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $25.26万 | 0.02% | 9,720 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN COM | $25.31万 | 0.02% | 8,951 | -723 | -7.5% | -$2.04万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $25.33万 | 0.02% | 6,541 | 6,541 | — | $25.33万 | 新建仓 |
| EME | EMCOR GROUP INC COM | $25.48万 | 0.02% | 307 | 307 | — | $25.48万 | 新建仓 |
| SYY | SYSCO CORP COM | $25.53万 | 0.02% | 3,055 | -298 | -8.9% | -$2.49万 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $25.60万 | 0.02% | 1,006 | -89 | -8.1% | -$2.27万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $25.75万 | 0.02% | 686 | -49 | -6.7% | -$1.84万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $25.83万 | 0.02% | 1,327 | -4 | -0.3% | -$779 | 减仓 |
| PHIN | PHINIA INC COMMON STOCK | $25.90万 | 0.02% | 3,144 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR SH BEN INT | $26.01万 | 0.02% | 6,619 | -1,315 | -16.6% | -$5.17万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $26.18万 | 0.02% | 1,532 | 1,532 | — | $26.18万 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $26.27万 | 0.02% | 7,763 | 0 | 0.0% | — | 不变 |
| — | BAYFIRST FINANCIAL CORP COM | $26.36万 | 0.02% | 52,728 | 6,500 | 14.1% | $3.25万 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $26.39万 | 0.02% | 1,183 | -157 | -11.7% | -$3.50万 | 减仓 |
| WSO | WATSCO INC COM | $26.51万 | 0.02% | 636 | 1 | 0.2% | $417 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $26.51万 | 0.02% | 803 | -13 | -1.6% | -$4,292 | 减仓 |
| CRH | CRH PLC ORD | $26.55万 | 0.02% | 2,481 | 315 | 14.5% | $3.37万 | 加仓 |
| HOMB | HOME BANCSHARES INC COM | $26.74万 | 0.02% | 9,367 | 65 | 0.7% | $1,856 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $26.99万 | 0.02% | 1,650 | 0 | 0.0% | — | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $27.12万 | 0.02% | 7,976 | 7,976 | — | $27.12万 | 新建仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $27.14万 | 0.02% | 753 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $27.43万 | 0.02% | 1,023 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $27.49万 | 0.02% | 9,387 | 361 | 4.0% | $1.06万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $27.60万 | 0.02% | 2,700 | 14 | 0.5% | $1,431 | 加仓 |
| VICR | VICOR CORP COM | $28.03万 | 0.02% | 738 | -1,437 | -66.1% | -$54.57万 | 减仓 |
| ECL | ECOLAB INC COM | $28.04万 | 0.02% | 1,007 | 215 | 27.1% | $5.99万 | 加仓 |
| TWLO | TWILIO INC CL A | $28.18万 | 0.02% | 1,366 | -260 | -16.0% | -$5.36万 | 重新持有 |
| SSB | SOUTHSTATE BK CORP COM | $28.33万 | 0.02% | 2,836 | 97 | 3.5% | $9,690 | 加仓 |
| MHO | M/I HOMES INC COM | $28.43万 | 0.02% | 1,768 | 1,768 | — | $28.43万 | 新建仓 |
| RBC | RBC BEARINGS INC COM | $28.53万 | 0.02% | 443 | -6 | -1.3% | -$3,864 | 减仓 |
| GWW | WW GRAINGER INC COM | $28.70万 | 0.02% | 211 | -4 | -1.9% | -$5,442 | 减仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $28.80万 | 0.02% | 9,036 | -5,381 | -37.3% | -$17.15万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $28.81万 | 0.02% | 6,386 | 6,386 | — | $28.81万 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC COM | $29.20万 | 0.02% | 8,386 | -4,595 | -35.4% | -$16.00万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $29.35万 | 0.02% | 1,127 | 1 | 0.1% | $260 | 加仓 |
| CIEN | CIENA CORP COM NEW | $29.48万 | 0.02% | 601 | 31 | 5.4% | $1.52万 | 加仓 |
| PUMP | PROPETRO HLDG CORP COM | $29.75万 | 0.02% | 20,744 | -5,015 | -19.5% | -$7.19万 | 减仓 |
| RYZ | RYERSON HLDG CORP COM | $29.90万 | 0.02% | 12,151 | 630 | 5.5% | $1.55万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $29.99万 | 0.02% | 1,986 | 1,986 | — | $29.99万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $30.03万 | 0.02% | 8,787 | 8,787 | — | $30.03万 | 新建仓 |
| MCO | MOODYS CORP COM | $30.12万 | 0.02% | 665 | 3 | 0.5% | $1,359 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $30.19万 | 0.02% | 7,388 | 408 | 5.8% | $1.67万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $30.31万 | 0.02% | 4,253 | -975 | -18.6% | -$6.95万 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $30.46万 | 0.02% | 355 | -5 | -1.4% | -$4,290 | 减仓 |
| ONTO | ONTO INNOVATION INC COM | $30.69万 | 0.02% | 811 | -335 | -29.2% | -$12.68万 | 减仓 |
| SITM | SITIME CORP COM | $30.79万 | 0.02% | 413 | -217 | -34.4% | -$16.18万 | 重新持有 |
| OKE | ONEOK INC NEW COM | $30.85万 | 0.02% | 3,548 | -758 | -17.6% | -$6.59万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $31.03万 | 0.02% | 1,331 | 5 | 0.4% | $1,166 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $31.08万 | 0.02% | 1,149 | -218 | -15.9% | -$5.90万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $31.38万 | 0.02% | 998 | 2 | 0.2% | $629 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $31.48万 | 0.02% | 1,753 | 533 | 43.7% | $9.57万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $31.60万 | 0.02% | 638 | 1 | 0.2% | $495 | 加仓 |
| ASH | ASHLAND INC COM | $31.67万 | 0.02% | 4,807 | 226 | 4.9% | $1.49万 | 重新持有 |
| TGT | TARGET CORP COM | $31.74万 | 0.02% | 2,430 | 10 | 0.4% | $1,306 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $31.82万 | 0.02% | 6,156 | 66 | 1.1% | $3,412 | 加仓 |
| GLW | CORNING INC COM | $31.90万 | 0.02% | 1,249 | 1,249 | — | $31.90万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $31.97万 | 0.02% | 444 | 444 | — | $31.97万 | 新建仓 |
| WELL | WELLTOWER INC COM | $32.03万 | 0.02% | 1,411 | -24 | -1.7% | -$5,447 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $32.05万 | 0.02% | 1,192 | 1,192 | — | $32.05万 | 新建仓 |
| PGR | PROGRESSIVE CORP COM | $32.07万 | 0.02% | 1,468 | -347 | -19.1% | -$7.58万 | 减仓 |
| ANDE | ANDERSONS INC COM | $32.12万 | 0.02% | 4,696 | -564 | -10.7% | -$3.86万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $32.42万 | 0.03% | 336 | 336 | — | $32.42万 | 新建仓 |
| AXGN | AXOGEN INC COM | $32.44万 | 0.03% | 7,024 | -4,653 | -39.8% | -$21.49万 | 减仓 |
| ACIW | ACI WORLDWIDE INC COM | $32.48万 | 0.03% | 6,459 | 28 | 0.4% | $1,408 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $32.48万 | 0.03% | 16,258 | -1,150 | -6.6% | -$2.30万 | 减仓 |
| CMI | CUMMINS INC COM | $32.60万 | 0.03% | 457 | -1 | -0.2% | -$713 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $32.67万 | 0.03% | 966 | 16 | 1.7% | $5,411 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $32.83万 | 0.03% | 1,484 | 46 | 3.2% | $1.02万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $33.02万 | 0.03% | 14,833 | -435 | -2.8% | -$9,683 | 减仓 |
| VTV | VANGUARD VALUE ETF | $33.13万 | 0.03% | 1,520 | -2 | -0.1% | -$436 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $33.38万 | 0.03% | 12,268 | -15,358 | -55.6% | -$41.79万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $33.84万 | 0.03% | 1,118 | -1,318 | -54.1% | -$39.90万 | 减仓 |
| OKTA | OKTA INC CL A | $33.99万 | 0.03% | 2,491 | 2,491 | — | $33.99万 | 新建仓 |
| FORM | FORMFACTOR INC COM | $34.23万 | 0.03% | 2,140 | -427 | -16.6% | -$6.83万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP COM | $34.28万 | 0.03% | 22,390 | -299 | -1.3% | -$4,578 | 减仓 |
| DIS | DISNEY WALT CO COM | $34.58万 | 0.03% | 3,593 | 28 | 0.8% | $2,695 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $34.67万 | 0.03% | 4,538 | 5 | 0.1% | $382 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $35.14万 | 0.03% | 5,610 | 995 | 21.6% | $6.23万 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $35.18万 | 0.03% | 3,516 | 38 | 1.1% | $3,802 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP COM | $35.19万 | 0.03% | 1,665 | -154 | -8.5% | -$3.25万 | 减仓 |
| DGII | DIGI INTL INC COM | $35.28万 | 0.03% | 4,707 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $35.38万 | 0.03% | 3,681 | -524 | -12.5% | -$5.04万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $35.56万 | 0.03% | 1,867 | 50 | 2.8% | $9,524 | 加仓 |
| ORN | ORION GROUP HLDGS INC COM | $35.59万 | 0.03% | 21,157 | -3,818 | -15.3% | -$6.42万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $36.19万 | 0.03% | 1,056 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC SHS | $36.24万 | 0.03% | 6,916 | 848 | 14.0% | $4.44万 | 加仓 |
| VSTS | VESTIS CORPORATION COM SHS | $37.01万 | 0.03% | 25,486 | -14,671 | -36.5% | -$21.30万 | 减仓 |