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 |
|---|---|---|---|---|---|---|---|---|
| ANGI | ANGI INC CL A NEW | $31.27万 | 0.03% | 45,654 | 18,897 | 70.6% | $12.94万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $31.32万 | 0.03% | 3,247 | 627 | 23.9% | $6.05万 | 加仓 |
| IOT | SAMSARA INC COM CL A | $31.33万 | 0.03% | 9,887 | 9,887 | — | $31.33万 | 新建仓 |
| VSTS | VESTIS CORPORATION COM SHS | $31.56万 | 0.03% | 40,157 | -39,070 | -49.3% | -$30.71万 | 减仓 |
| AVNT | AVIENT CORPORATION COM | $31.61万 | 0.03% | 8,707 | 275 | 3.3% | $9,982 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $31.70万 | 0.03% | 710 | -38 | -5.1% | -$1.70万 | 减仓 |
| RPD | RAPID7 INC COM | $32.22万 | 0.03% | 58,484 | 58,484 | — | $32.22万 | 新建仓 |
| LZB | LA Z BOY INC COM | $32.24万 | 0.03% | 10,032 | -301 | -2.9% | -$9,674 | 减仓 |
| PAYX | PAYCHEX INC COM | $32.28万 | 0.03% | 3,504 | 689 | 24.5% | $6.35万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $32.37万 | 0.03% | 958 | 234 | 32.3% | $7.91万 | 加仓 |
| NEM | NEWMONT CORP COM | $32.40万 | 0.03% | 2,993 | 105 | 3.6% | $1.14万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $32.53万 | 0.03% | 9,026 | -3,849 | -29.9% | -$13.87万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $32.91万 | 0.03% | 4,268 | -656 | -13.3% | -$5.06万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $32.95万 | 0.03% | 4,533 | -943 | -17.2% | -$6.85万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $33.01万 | 0.03% | 2,436 | -23 | -0.9% | -$3,116 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $33.31万 | 0.03% | 15,509 | -40,087 | -72.1% | -$86.11万 | 减仓 |
| FN | FABRINET SHS | $33.48万 | 0.03% | 642 | 15 | 2.4% | $7,823 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $33.49万 | 0.03% | 1,367 | -561 | -29.1% | -$13.74万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $33.50万 | 0.03% | 5,228 | 866 | 19.9% | $5.55万 | 加仓 |
| INCY | INCYTE CORP COM | $33.53万 | 0.03% | 3,563 | -67 | -1.8% | -$6,306 | 减仓 |
| KO | COCA COLA CO COM | $33.89万 | 0.03% | 4,456 | -1,208 | -21.3% | -$9.19万 | 减仓 |
| CNNE | CANNAE HLDGS INC COM | $34.01万 | 0.03% | 29,912 | 10,380 | 53.1% | $11.80万 | 加仓 |
| FIGS | FIGS INC CL A | $34.03万 | 0.03% | 23,041 | -9,810 | -29.9% | -$14.49万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $34.05万 | 0.03% | 6,980 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $34.09万 | 0.03% | 15,268 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $34.36万 | 0.03% | 3,565 | -1,296 | -26.7% | -$12.49万 | 减仓 |
| VICR | VICOR CORP COM | $35.02万 | 0.03% | 2,175 | -2,112 | -49.3% | -$34.00万 | 减仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $35.44万 | 0.03% | 14,417 | 0 | 0.0% | — | 不变 |
| — | SKYWATER TECHNOLOGY INC COM | $35.58万 | 0.03% | 12,981 | -3,890 | -23.1% | -$10.66万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $35.87万 | 0.03% | 5,769 | 5,769 | — | $35.87万 | 新建仓 |
| CQQQ | INVESCO CHINA TECHNOLOGY ETF | $35.90万 | 0.03% | 7,800 | 7,800 | — | $35.90万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $35.98万 | 0.03% | 1,827 | -20,119 | -91.7% | -$396.16万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $35.98万 | 0.03% | 1,815 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $36.04万 | 0.03% | 19,343 | -41,475 | -68.2% | -$77.27万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $36.69万 | 0.03% | 5,471 | -3,774 | -40.8% | -$25.31万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $37.10万 | 0.03% | 3,500 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP COM | $37.12万 | 0.03% | 25,759 | -35,071 | -57.7% | -$50.54万 | 减仓 |
| AON | AON PLC SHS CL A | $37.49万 | 0.03% | 1,162 | -1,585 | -57.7% | -$51.14万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $37.51万 | 0.03% | 1,195 | 102 | 9.3% | $3.20万 | 加仓 |
| ANDE | ANDERSONS INC COM | $37.76万 | 0.03% | 5,260 | -3,405 | -39.3% | -$24.44万 | 减仓 |
| ENB | ENBRIDGE INC COM | $37.85万 | 0.03% | 6,992 | -887 | -11.3% | -$4.80万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $37.97万 | 0.03% | 4,691 | -157 | -3.2% | -$1.27万 | 减仓 |
| AXGN | AXOGEN INC COM | $38.69万 | 0.03% | 11,677 | -4,830 | -29.3% | -$16.00万 | 减仓 |
| RS | RELIANCE INC COM | $38.80万 | 0.03% | 1,277 | 6 | 0.5% | $1,823 | 加仓 |
| BELFB | BEL FUSE INC CL B | $38.90万 | 0.03% | 1,965 | 24 | 1.2% | $4,752 | 加仓 |
| OKE | ONEOK INC NEW COM | $38.92万 | 0.03% | 4,306 | 138 | 3.3% | $1.25万 | 加仓 |
| ETOR | ETORO GROUP LTD SHS CL A | $39.48万 | 0.03% | 13,147 | 13,147 | — | $39.48万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $39.63万 | 0.03% | 1,419 | 146 | 11.5% | $4.08万 | 加仓 |
| — | CLEARWAY ENERGY INC CL A | $40.19万 | 0.03% | 10,260 | -408 | -3.8% | -$1.60万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $40.77万 | 0.04% | 4,197 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $40.78万 | 0.04% | 1,896 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC COM | $41.37万 | 0.04% | 8,005 | 1,000 | 14.3% | $5.17万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $42.15万 | 0.04% | 2,629 | -1,307 | -33.2% | -$20.95万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $42.95万 | 0.04% | 1,496 | 1 | 0.1% | $287 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $43.66万 | 0.04% | 7,199 | -312 | -4.2% | -$1.89万 | 减仓 |
| — | SUN CTRY AIRLS HLDGS INC COM | $43.81万 | 0.04% | 26,519 | 5,942 | 28.9% | $9.82万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $43.81万 | 0.04% | 1,003 | -134 | -11.8% | -$5.85万 | 减仓 |
| SNDK | SANDISK CORP COM | $44.03万 | 0.04% | 693 | -1,085 | -61.0% | -$68.93万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $44.03万 | 0.04% | 4,615 | 4,615 | — | $44.03万 | 新建仓 |
| O | REALTY INCOME CORP COM | $44.17万 | 0.04% | 7,220 | -701 | -8.8% | -$4.29万 | 减仓 |
| TER | TERADYNE INC COM | $44.32万 | 0.04% | 1,495 | -168 | -10.1% | -$4.98万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $45.05万 | 0.04% | 107 | -8 | -7.0% | -$3.37万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $45.73万 | 0.04% | 2,412 | -210 | -8.0% | -$3.98万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $46.17万 | 0.04% | 1,286 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $46.33万 | 0.04% | 1,410 | 69 | 5.1% | $2.27万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $46.42万 | 0.04% | 4,540 | -150 | -3.2% | -$1.53万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $46.74万 | 0.04% | 3,565 | -299 | -7.7% | -$3.92万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $47.24万 | 0.04% | 11,720 | -74 | -0.6% | -$2,983 | 减仓 |
| ETN | EATON CORP PLC SHS | $47.47万 | 0.04% | 1,327 | 260 | 24.4% | $9.30万 | 加仓 |
| D | DOMINION ENERGY INC COM | $47.48万 | 0.04% | 7,680 | -2,021 | -20.8% | -$12.49万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $47.53万 | 0.04% | 4,798 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $48.60万 | 0.04% | 17,309 | -2,468 | -12.5% | -$6.93万 | 减仓 |
| UNM | UNUM GROUP COM | $49.32万 | 0.04% | 6,753 | 2,409 | 55.5% | $17.59万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $49.78万 | 0.04% | 1,522 | 12 | 0.8% | $3,925 | 加仓 |
| AFL | AFLAC INC COM | $49.82万 | 0.04% | 4,541 | -77 | -1.7% | -$8,448 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $49.91万 | 0.04% | 8,433 | 504 | 6.4% | $2.98万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $52.27万 | 0.05% | 4,257 | -122 | -2.8% | -$1.50万 | 减仓 |
| GLD | SPDR GOLD SHARES | $53.01万 | 0.05% | 1,232 | -571 | -31.7% | -$24.57万 | 减仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $53.09万 | 0.05% | 21,011 | 3,535 | 20.2% | $8.93万 | 加仓 |
| GEV | GE VERNOVA INC COM | $53.11万 | 0.05% | 608 | -36 | -5.6% | -$3.14万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $54.08万 | 0.05% | 9,493 | -2,075 | -17.9% | -$11.82万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $54.15万 | 0.05% | 8,206 | -174 | -2.1% | -$1.15万 | 减仓 |
| APH | AMPHENOL CORP CL A | $54.76万 | 0.05% | 4,334 | 1,097 | 33.9% | $13.86万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $57.28万 | 0.05% | 2,082 | -499 | -19.3% | -$13.73万 | 减仓 |
| SO | SOUTHERN CO COM | $58.76万 | 0.05% | 6,087 | -463 | -7.1% | -$4.47万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $58.76万 | 0.05% | 1,354 | 226 | 20.0% | $9.81万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $59.00万 | 0.05% | 7,525 | -8,944 | -54.3% | -$70.13万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $59.11万 | 0.05% | 1,799 | 1 | 0.1% | $329 | 加仓 |
| EMR | EMERSON ELEC CO COM | $59.37万 | 0.05% | 4,531 | -43 | -0.9% | -$5,634 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $60.19万 | 0.05% | 2,483 | -352 | -12.4% | -$8.53万 | 减仓 |
| C | CITIGROUP INC COM NEW | $60.80万 | 0.05% | 5,361 | -157 | -2.8% | -$1.78万 | 减仓 |
| MRK | MERCK & CO INC COM | $60.84万 | 0.05% | 5,057 | -116 | -2.2% | -$1.40万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $61.69万 | 0.05% | 1,939 | -126 | -6.1% | -$4.01万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $62.85万 | 0.05% | 7,895 | -630 | -7.4% | -$5.02万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $64.34万 | 0.06% | 11,329 | 878 | 8.4% | $4.99万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $65.16万 | 0.06% | 4,201 | -27 | -0.6% | -$4,188 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $65.40万 | 0.06% | 7,903 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $66.03万 | 0.06% | 2,440 | -44 | -1.8% | -$1.19万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $69.82万 | 0.06% | 1,821 | 4 | 0.2% | $1,534 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $70.44万 | 0.06% | 3,670 | 156 | 4.4% | $2.99万 | 加仓 |