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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP COM | $37.53万 | 0.03% | 3,419 | 172 | 5.3% | $1.89万 | 加仓 |
| ICHR | ICHOR HOLDINGS SHS | $37.59万 | 0.03% | 3,348 | -955 | -22.2% | -$10.72万 | 减仓 |
| SPT | SPROUT SOCIAL INC COM CL A | $37.90万 | 0.03% | 50,202 | 50,202 | — | $37.90万 | 新建仓 |
| ENB | ENBRIDGE INC COM | $37.93万 | 0.03% | 6,998 | 6 | 0.1% | $325 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $38.00万 | 0.03% | 1,530 | 111 | 7.8% | $2.76万 | 加仓 |
| CNNE | CANNAE HLDGS INC COM | $38.50万 | 0.03% | 26,738 | -3,174 | -10.6% | -$4.57万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $38.51万 | 0.03% | 6,683 | -516 | -7.2% | -$2.97万 | 减仓 |
| RPM | RPM INTL INC COM | $38.51万 | 0.03% | 3,465 | 400 | 13.1% | $4.45万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $38.90万 | 0.03% | 4,793 | 102 | 2.2% | $8,278 | 加仓 |
| FN | FABRINET SHS | $38.95万 | 0.03% | 693 | 51 | 7.9% | $2.87万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $39.31万 | 0.03% | 7,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $40.31万 | 0.03% | 16,740 | -569 | -3.3% | -$1.37万 | 减仓 |
| INCY | INCYTE CORP COM | $40.39万 | 0.03% | 3,563 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $40.69万 | 0.03% | 4,760 | 492 | 11.5% | $4.21万 | 加仓 |
| ETOR | ETORO GROUP LTD SHS CL A | $40.71万 | 0.03% | 10,313 | -2,834 | -21.6% | -$11.19万 | 减仓 |
| KO | COCA COLA CO COM | $41.12万 | 0.03% | 5,060 | 604 | 13.6% | $4.91万 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $41.15万 | 0.03% | 10,776 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $41.80万 | 0.03% | 851 | 196 | 29.9% | $9.63万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $43.12万 | 0.03% | 2,419 | -256 | -9.6% | -$4.56万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $43.19万 | 0.03% | 3,418 | 1,560 | 84.0% | $19.71万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $43.21万 | 0.03% | 4,160 | -37 | -0.9% | -$3,844 | 减仓 |
| AON | AON PLC SHS CL A | $43.64万 | 0.03% | 1,316 | 154 | 13.3% | $5.11万 | 加仓 |
| RS | RELIANCE INC COM | $43.77万 | 0.03% | 1,172 | -105 | -8.2% | -$3.92万 | 减仓 |
| O | REALTY INCOME CORP COM | $43.98万 | 0.03% | 7,099 | -121 | -1.7% | -$7,497 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $46.10万 | 0.04% | 1,640 | -187 | -10.2% | -$5.26万 | 减仓 |
| GLD | SPDR GOLD SHARES | $46.82万 | 0.04% | 1,271 | 39 | 3.2% | $1.44万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $46.85万 | 0.04% | 7,623 | 7,623 | — | $46.85万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $47.12万 | 0.04% | 5,413 | -58 | -1.1% | -$5,049 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $47.23万 | 0.04% | 1,996 | 100 | 5.3% | $2.37万 | 加仓 |
| GRAL | GRAIL INC COM | $47.82万 | 0.04% | 7,005 | -1,000 | -12.5% | -$6.83万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $48.10万 | 0.04% | 1,221 | 26 | 2.2% | $1.02万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $48.61万 | 0.04% | 2,552 | 140 | 5.8% | $2.67万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $48.75万 | 0.04% | 3,563 | -2 | -0.1% | -$274 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $49.26万 | 0.04% | 11,542 | 45 | 0.4% | $1,921 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $49.39万 | 0.04% | 4,484 | -56 | -1.2% | -$6,168 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $50.76万 | 0.04% | 6,300 | 316 | 5.3% | $2.55万 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $51.00万 | 0.04% | 1,286 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $51.06万 | 0.04% | 3,581 | -2,188 | -37.9% | -$31.20万 | 减仓 |
| AFL | AFLAC INC COM | $51.32万 | 0.04% | 4,377 | -164 | -3.6% | -$1.92万 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $51.72万 | 0.04% | 7,783 | -650 | -7.7% | -$4.32万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $51.84万 | 0.04% | 6,018 | 0 | 0.0% | — | 不变 |
| BELFB | BEL FUSE INC CL B | $51.92万 | 0.04% | 1,559 | -406 | -20.7% | -$13.52万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $53.71万 | 0.04% | 1,575 | -1,054 | -40.1% | -$35.94万 | 减仓 |
| D | DOMINION ENERGY INC COM | $54.36万 | 0.04% | 7,961 | 281 | 3.7% | $1.92万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $57.01万 | 0.04% | 1,538 | 16 | 1.1% | $5,930 | 加仓 |
| MRK | MERCK & CO INC COM | $58.46万 | 0.05% | 4,550 | -507 | -10.0% | -$6.51万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $58.63万 | 0.05% | 7,526 | 1 | 0.0% | $78 | 加仓 |
| MO | ALTRIA GROUP INC COM | $59.14万 | 0.05% | 8,220 | 14 | 0.2% | $1,007 | 加仓 |
| UNM | UNUM GROUP COM | $59.40万 | 0.05% | 6,644 | -109 | -1.6% | -$9,745 | 减仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $59.46万 | 0.05% | 23,603 | 2,592 | 12.3% | $6.53万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $59.62万 | 0.05% | 1,436 | 82 | 6.1% | $3.40万 | 加仓 |
| ETN | EATON CORP PLC SHS | $60.91万 | 0.05% | 1,429 | 102 | 7.7% | $4.35万 | 加仓 |
| SNDK | SANDISK CORP COM | $61.62万 | 0.05% | 271 | -422 | -60.9% | -$95.95万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $62.37万 | 0.05% | 10,375 | 882 | 9.3% | $5.30万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $64.96万 | 0.05% | 2,063 | 653 | 46.3% | $20.56万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $65.32万 | 0.05% | 7,903 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $65.66万 | 0.05% | 6,316 | 140 | 2.3% | $1.46万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $65.75万 | 0.05% | 1,856 | -496 | -21.1% | -$17.57万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $65.94万 | 0.05% | 4,606 | 75 | 1.7% | $1.07万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $66.74万 | 0.05% | 2,102 | 20 | 1.0% | $6,350 | 加仓 |
| WFC | WELLS FARGO & CO COM | $67.23万 | 0.05% | 8,136 | 241 | 3.1% | $1.99万 | 加仓 |
| T | AT&T INC COM | $67.82万 | 0.05% | 32,762 | -235 | -0.7% | -$4,864 | 减仓 |
| APH | AMPHENOL CORP CL A | $68.03万 | 0.05% | 3,858 | -476 | -11.0% | -$8.39万 | 减仓 |
| GEV | GE VERNOVA INC COM | $70.79万 | 0.05% | 603 | -5 | -0.8% | -$5,870 | 减仓 |
| CQQQ | INVESCO CHINA TECHNOLOGY ETF | $71.29万 | 0.06% | 12,500 | 4,700 | 60.3% | $26.80万 | 加仓 |
| SO | SOUTHERN CO COM | $71.82万 | 0.06% | 7,504 | 1,417 | 23.3% | $13.56万 | 加仓 |
| TER | TERADYNE INC COM | $71.85万 | 0.06% | 1,485 | -10 | -0.7% | -$4,838 | 减仓 |
| C | CITIGROUP INC COM NEW | $72.27万 | 0.06% | 5,164 | -197 | -3.7% | -$2.76万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $72.88万 | 0.06% | 3,425 | -245 | -6.7% | -$5.21万 | 减仓 |
| NFLX | NETFLIX INC. COM | $72.99万 | 0.06% | 10,223 | 400 | 4.1% | $2.86万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $74.07万 | 0.06% | 3,938 | -263 | -6.3% | -$4.95万 | 减仓 |
| LIN | LINDE PLC SHS | $74.18万 | 0.06% | 1,429 | -14 | -1.0% | -$7,267 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $74.56万 | 0.06% | 4,389 | 132 | 3.1% | $2.24万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $75.76万 | 0.06% | 1,756 | 1,756 | — | $75.76万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $76.60万 | 0.06% | 2,724 | 241 | 9.7% | $6.78万 | 加仓 |
| INTC | INTEL CORP COM | $76.62万 | 0.06% | 5,488 | -41 | -0.7% | -$5,725 | 减仓 |
| ORCL | ORACLE CORP COM | $77.05万 | 0.06% | 5,258 | -35 | -0.7% | -$5,129 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $78.73万 | 0.06% | 11,509 | 180 | 1.6% | $1.23万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $78.77万 | 0.06% | 1,983 | 44 | 2.3% | $1.75万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $79.23万 | 0.06% | 6,791 | -787 | -10.4% | -$9.18万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $79.96万 | 0.06% | 10,369 | -427 | -4.0% | -$3.29万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $80.08万 | 0.06% | 7,259 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $81.25万 | 0.06% | 4,050 | -135 | -3.2% | -$2.71万 | 减仓 |
| SRE | SEMPRA COM | $83.12万 | 0.06% | 8,966 | 8,966 | — | $83.12万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $84.34万 | 0.07% | 3,120 | 43 | 1.4% | $1.16万 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $86.86万 | 0.07% | 19,968 | -1,897 | -8.7% | -$8.25万 | 减仓 |
| DE | DEERE & CO COM | $87.24万 | 0.07% | 1,375 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $89.17万 | 0.07% | 36,803 | -4,479 | -10.8% | -$10.85万 | 减仓 |
| BA | BOEING CO COM | $89.36万 | 0.07% | 4,128 | 77 | 1.9% | $1.67万 | 加仓 |
| TSLA | TESLA INC COM | $90.97万 | 0.07% | 2,163 | 121 | 5.9% | $5.09万 | 加仓 |
| HUBB | HUBBELL INC COM | $93.82万 | 0.07% | 1,793 | -154 | -7.9% | -$8.06万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $95.22万 | 0.07% | 4,272 | -193 | -4.3% | -$4.30万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $97.43万 | 0.08% | 6,165 | -101 | -1.6% | -$1.60万 | 减仓 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $100.31万 | 0.08% | 22,011 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC COM | $101.91万 | 0.08% | 11,720 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $104.70万 | 0.08% | 2,519 | 79 | 3.2% | $3.28万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $105.20万 | 0.08% | 1,405 | 130 | 10.2% | $9.73万 | 加仓 |
| UNP | UNION PAC CORP COM | $107.13万 | 0.08% | 3,939 | 58 | 1.5% | $1.58万 | 加仓 |
| TJX | TJX COS INC NEW COM | $108.53万 | 0.08% | 7,164 | -26 | -0.4% | -$3,939 | 减仓 |
| BAC | BANK OF AMER CORP COM | $112.67万 | 0.09% | 19,773 | 30 | 0.2% | $1,709 | 加仓 |