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 |
|---|---|---|---|---|---|---|---|---|
| KEY | KEYCORP COM | $20.80万 | 0.02% | 10,376 | -347 | -3.2% | -$6,957 | 减仓 |
| EGO | ELDORADO GOLD CORP NEW COM | $20.94万 | 0.02% | 6,100 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $20.98万 | 0.02% | 2,924 | 2,924 | — | $20.98万 | 新建仓 |
| ECL | ECOLAB INC COM | $21.07万 | 0.02% | 792 | 792 | — | $21.07万 | 新建仓 |
| WSFS | WSFS FINL CORP COM | $21.08万 | 0.02% | 3,221 | 3,221 | — | $21.08万 | 新建仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $21.26万 | 0.02% | 1,792 | -93 | -4.9% | -$1.10万 | 减仓 |
| HSY | HERSHEY CO COM | $21.33万 | 0.02% | 1,026 | 1,026 | — | $21.33万 | 新建仓 |
| ALKS | ALKERMES PLC SHS | $21.46万 | 0.02% | 6,068 | 6,068 | — | $21.46万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $21.49万 | 0.02% | 1,366 | 24 | 1.8% | $3,776 | 加仓 |
| PHIN | PHINIA INC COMMON STOCK | $21.52万 | 0.02% | 3,144 | -2,249 | -41.7% | -$15.39万 | 重新持有 |
| CSL | CARLISLE COS INC COM | $21.52万 | 0.02% | 645 | -165 | -20.4% | -$5.50万 | 减仓 |
| BLSH | BULLISH ORD SHS | $21.53万 | 0.02% | 6,025 | 6,025 | — | $21.53万 | 新建仓 |
| BCC | BOISE CASCADE CO DEL COM | $21.53万 | 0.02% | 2,839 | -619 | -17.9% | -$4.70万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $21.64万 | 0.02% | 3,009 | 64 | 2.2% | $4,604 | 加仓 |
| LION | LIONSGATE STUDIOS CORP COM | $21.76万 | 0.02% | 22,689 | -80,704 | -78.1% | -$77.40万 | 减仓 |
| KLAR | KLARNA GROUP PLC SHS | $21.82万 | 0.02% | 16,671 | 16,671 | — | $21.82万 | 新建仓 |
| WDAY | WORKDAY INC CL A | $22.13万 | 0.02% | 1,703 | 1,703 | — | $22.13万 | 新建仓 |
| CIEN | CIENA CORP COM NEW | $22.13万 | 0.02% | 570 | 570 | — | $22.13万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION COM | $22.25万 | 0.02% | 1,188 | 1,188 | — | $22.25万 | 新建仓 |
| FRMI | FERMI INC COM | $22.33万 | 0.02% | 38,234 | 38,234 | — | $22.33万 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $22.36万 | 0.02% | 6,442 | -2,250 | -25.9% | -$7.81万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $22.61万 | 0.02% | 7,763 | -2,170 | -21.8% | -$6.32万 | 减仓 |
| COCO | VITA COCO CO INC COM | $22.66万 | 0.02% | 4,729 | 0 | 0.0% | — | 不变 |
| DGII | DIGI INTL INC COM | $22.69万 | 0.02% | 4,707 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $22.74万 | 0.02% | 469 | 175 | 59.5% | $8.49万 | 重新持有 |
| CRH | CRH PLC ORD | $22.77万 | 0.02% | 2,166 | -613 | -22.1% | -$6.44万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $22.83万 | 0.02% | 1,468 | 271 | 22.6% | $4.21万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $22.86万 | 0.02% | 637 | -788 | -55.3% | -$28.28万 | 减仓 |
| CR | CRANE COMPANY COMMON STOCK | $22.91万 | 0.02% | 1,340 | -151 | -10.1% | -$2.58万 | 减仓 |
| WSO | WATSCO INC COM | $23.11万 | 0.02% | 635 | 25 | 4.1% | $9,100 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $23.14万 | 0.02% | 1,220 | 1,220 | — | $23.14万 | 新建仓 |
| ADSK | AUTODESK INC COM | $23.37万 | 0.02% | 976 | 115 | 13.4% | $2.75万 | 加仓 |
| GWW | WW GRAINGER INC COM | $23.45万 | 0.02% | 215 | -16 | -6.9% | -$1.75万 | 减仓 |
| ONTO | ONTO INNOVATION INC COM | $23.50万 | 0.02% | 1,146 | -1,031 | -47.4% | -$21.14万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $23.51万 | 0.02% | 753 | 0 | 0.0% | — | 不变 |
| BHE | BENCHMARK ELECTRS INC COM | $23.62万 | 0.02% | 4,213 | 4,213 | — | $23.62万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC COM | $23.80万 | 0.02% | 816 | -120 | -12.8% | -$3.50万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $23.81万 | 0.02% | 4,531 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $23.92万 | 0.02% | 3,353 | 131 | 4.1% | $9,345 | 加仓 |
| SBUX | STARBUCKS CORP COM | $24.06万 | 0.02% | 2,686 | -1,588 | -37.2% | -$14.23万 | 重新持有 |
| GOLD | GOLD COM INC COM | $24.10万 | 0.02% | 6,012 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $24.14万 | 0.02% | 1,817 | -100 | -5.2% | -$1.33万 | 减仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $24.17万 | 0.02% | 18,420 | 18,420 | — | $24.17万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC COM | $24.18万 | 0.02% | 1,326 | -493 | -27.1% | -$8.99万 | 减仓 |
| — | GATES INDL CORP PLC ORD SHS | $24.30万 | 0.02% | 10,748 | 604 | 6.0% | $1.37万 | 加仓 |
| RBC | RBC BEARINGS INC COM | $24.39万 | 0.02% | 449 | 449 | — | $24.39万 | 新建仓 |
| INTC | INTEL CORP COM | $24.40万 | 0.02% | 5,529 | -63 | -1.1% | -$2,780 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $24.61万 | 0.02% | 3,188 | -5,754 | -64.3% | -$44.41万 | 减仓 |
| CMI | CUMMINS INC COM | $24.65万 | 0.02% | 458 | -42 | -8.4% | -$2.26万 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $24.67万 | 0.02% | 3,044 | -414 | -12.0% | -$3.36万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $24.77万 | 0.02% | 9,720 | -49 | -0.5% | -$1,249 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $24.81万 | 0.02% | 27,626 | -3,731 | -11.9% | -$3.35万 | 减仓 |
| FORM | FORMFACTOR INC COM | $24.90万 | 0.02% | 2,567 | 2,567 | — | $24.90万 | 新建仓 |
| HOMB | HOME BANCSHARES INC COM | $25.05万 | 0.02% | 9,302 | 9,302 | — | $25.05万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $25.28万 | 0.02% | 1,469 | -199 | -11.9% | -$3.42万 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $25.30万 | 0.02% | 360 | -229 | -38.9% | -$16.09万 | 减仓 |
| CE | CELANESE CORP DEL COM | $25.31万 | 0.02% | 3,848 | 3,848 | — | $25.31万 | 新建仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $25.34万 | 0.02% | 1,056 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP COM | $25.34万 | 0.02% | 2,739 | 195 | 7.7% | $1.80万 | 加仓 |
| LASR | NLIGHT INC COM | $25.40万 | 0.02% | 4,455 | 4,455 | — | $25.40万 | 新建仓 |
| NTSK | NETSKOPE INC CL A | $25.45万 | 0.02% | 29,982 | 29,982 | — | $25.45万 | 新建仓 |
| TRGP | TARGA RES CORP COM | $25.65万 | 0.02% | 1,023 | 1,023 | — | $25.65万 | 新建仓 |
| VET | VERMILION ENERGY INC COM | $25.70万 | 0.02% | 18,647 | 222 | 1.2% | $3,059 | 加仓 |
| RYZ | RYERSON HLDG CORP COM | $25.90万 | 0.02% | 11,521 | 11,521 | — | $25.90万 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $25.90万 | 0.02% | 1,858 | 1,858 | — | $25.90万 | 新建仓 |
| PCAR | PACCAR INC COM | $26.17万 | 0.02% | 2,266 | -267 | -10.5% | -$3.08万 | 减仓 |
| ACIW | ACI WORLDWIDE INC COM | $26.37万 | 0.02% | 6,431 | 1,259 | 24.3% | $5.16万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $26.63万 | 0.02% | 17,408 | -525 | -2.9% | -$8,032 | 减仓 |
| KKR | KKR & CO INC COM | $26.75万 | 0.02% | 2,892 | 321 | 12.5% | $2.97万 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $27.06万 | 0.02% | 10,776 | 4 | 0.0% | $100 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $27.22万 | 0.02% | 1,331 | -307 | -18.7% | -$6.28万 | 减仓 |
| ORN | ORION GROUP HLDGS INC COM | $27.22万 | 0.02% | 24,975 | -7,688 | -23.5% | -$8.38万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $27.27万 | 0.02% | 1,438 | 191 | 15.3% | $3.62万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $27.30万 | 0.02% | 655 | -73 | -10.0% | -$3.04万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.39万 | 0.02% | 7,130 | -915 | -11.4% | -$3.52万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $27.41万 | 0.02% | 1,580 | 59 | 3.9% | $1.02万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $27.48万 | 0.02% | 6,090 | 1,345 | 28.3% | $6.07万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $27.82万 | 0.02% | 1,126 | 1,126 | — | $27.82万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $28.03万 | 0.02% | 1,294 | 641 | 98.2% | $13.88万 | 重新持有 |
| INFY | INFOSYS LTD SPONSORED ADR | $28.11万 | 0.02% | 20,809 | 20,809 | — | $28.11万 | 新建仓 |
| HXL | HEXCEL CORP NEW COM | $28.15万 | 0.02% | 3,478 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC COM CL A | $28.24万 | 0.02% | 9,806 | -2,021 | -17.1% | -$5.82万 | 重新持有 |
| WELL | WELLTOWER INC COM | $28.37万 | 0.02% | 1,435 | 52 | 3.8% | $1.03万 | 加仓 |
| SSRM | SSR MINING IN COM | $28.44万 | 0.02% | 9,674 | 732 | 8.2% | $2.15万 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP COM | $28.60万 | 0.02% | 996 | -97 | -8.9% | -$2.79万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $28.74万 | 0.02% | 950 | 4 | 0.4% | $1,210 | 加仓 |
| MCO | MOODYS CORP COM | $28.88万 | 0.02% | 662 | -122 | -15.6% | -$5.32万 | 减仓 |
| SON | SONOCO PRODS CO COM | $28.90万 | 0.02% | 5,343 | -2,292 | -30.0% | -$12.40万 | 减仓 |
| AMRC | AMERESCO INC CL A | $29.02万 | 0.03% | 11,381 | -5,886 | -34.1% | -$15.01万 | 减仓 |
| NHC | NATIONAL HEALTHCARE CORP COM | $29.05万 | 0.03% | 1,819 | 60 | 3.4% | $9,582 | 加仓 |
| — | ISABELLA BK CORP COM | $29.19万 | 0.03% | 6,392 | -1,000 | -13.5% | -$4.57万 | 减仓 |
| TGT | TARGET CORP COM | $29.33万 | 0.03% | 2,420 | -94 | -3.7% | -$1.14万 | 减仓 |
| — | BAYFIRST FINANCIAL CORP COM | $29.35万 | 0.03% | 46,228 | 5,999 | 14.9% | $3.81万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $29.86万 | 0.03% | 3,530 | -7,009 | -66.5% | -$59.29万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $29.86万 | 0.03% | 1,522 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $30.00万 | 0.03% | 7,546 | 7,546 | — | $30.00万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $30.25万 | 0.03% | 20,381 | 544 | 2.7% | $8,073 | 加仓 |
| RPM | RPM INTL INC COM | $30.47万 | 0.03% | 3,065 | 123 | 4.2% | $1.22万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $30.47万 | 0.03% | 4,205 | 634 | 17.8% | $4.59万 | 加仓 |
| VNT | VONTIER CORPORATION COM | $30.69万 | 0.03% | 8,652 | -148 | -1.7% | -$5,250 | 减仓 |