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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $112.74万 | 0.09% | 9,079 | -1 | -0.0% | -$124 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $114.31万 | 0.09% | 3,837 | -961 | -20.0% | -$28.63万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $115.15万 | 0.09% | 1,797 | -2 | -0.1% | -$1,282 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $116.81万 | 0.09% | 198,656 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $119.63万 | 0.09% | 1,824 | 3 | 0.2% | $1,968 | 加仓 |
| SNPS | SYNOPSYS INC COM | $122.33万 | 0.09% | 2,743 | 132 | 5.1% | $5.89万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $123.41万 | 0.10% | 6,821 | 178 | 2.7% | $3.22万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $124.40万 | 0.10% | 11,368 | 2,345 | 26.0% | $25.66万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $126.05万 | 0.10% | 24,926 | 1,700 | 7.3% | $8.60万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $126.98万 | 0.10% | 3,398 | 90 | 2.7% | $3.36万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $128.16万 | 0.10% | 9,828 | 2,021 | 25.9% | $26.35万 | 加仓 |
| PREF | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | $133.96万 | 0.10% | 70,284 | 750 | 1.1% | $1.43万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $134.20万 | 0.10% | 5,992 | 568 | 10.5% | $12.72万 | 加仓 |
| MCK | MCKESSON CORP COM | $134.94万 | 0.10% | 1,786 | -13 | -0.7% | -$9,822 | 减仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $136.19万 | 0.11% | 4,734 | -74 | -1.5% | -$2.13万 | 减仓 |
| FDX | FEDEX CORP COM | $136.34万 | 0.11% | 4,354 | 359 | 9.0% | $11.24万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $142.51万 | 0.11% | 6,494 | -16 | -0.2% | -$3,511 | 减仓 |
| RTX | RTX CORPORATION COM | $145.89万 | 0.11% | 7,689 | 921 | 13.6% | $17.48万 | 加仓 |
| PSX | PHILLIPS 66 COM | $147.10万 | 0.11% | 8,701 | 219 | 2.6% | $3.70万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $149.77万 | 0.12% | 2 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $150.74万 | 0.12% | 4,049 | 1,172 | 40.7% | $43.63万 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $157.73万 | 0.12% | 11,468 | -968 | -7.8% | -$13.31万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $160.92万 | 0.12% | 9,796 | -23 | -0.2% | -$3,778 | 减仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $164.04万 | 0.13% | 8,393 | -56 | -0.7% | -$1.09万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $173.72万 | 0.13% | 1,505 | 547 | 57.1% | $63.14万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $174.76万 | 0.13% | 8,360 | -91 | -1.1% | -$1.90万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $176.56万 | 0.14% | 6,528 | -697 | -9.6% | -$18.85万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $186.47万 | 0.14% | 5,039 | 246 | 5.1% | $9.10万 | 加仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $186.68万 | 0.14% | 89,580 | 19,282 | 27.4% | $40.18万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $191.52万 | 0.15% | 100,168 | 2,052 | 2.1% | $3.92万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $201.03万 | 0.16% | 1,454 | 14 | 1.0% | $1.94万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $208.80万 | 0.16% | 86,208 | 13,743 | 19.0% | $33.29万 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $225.34万 | 0.17% | 88,576 | 111 | 0.1% | $2,824 | 加仓 |
| YUM | YUM BRANDS INC COM | $233.67万 | 0.18% | 14,617 | 402 | 2.8% | $6.43万 | 加仓 |
| SHYM | ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF | $238.49万 | 0.18% | 106,231 | 97 | 0.1% | $2,178 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $243.56万 | 0.19% | 96,458 | 16,943 | 21.3% | $42.78万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $251.08万 | 0.19% | 20,500 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC COM | $258.67万 | 0.20% | 13,124 | -135 | -1.0% | -$2.66万 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $264.64万 | 0.20% | 142,819 | 4,268 | 3.1% | $7.91万 | 加仓 |
| ZTS | ZOETIS INC CL A | $276.88万 | 0.21% | 38,531 | 8,233 | 27.2% | $59.16万 | 加仓 |
| HD | HOME DEPOT INC COM | $287.09万 | 0.22% | 8,140 | 345 | 4.4% | $12.17万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $291.24万 | 0.22% | 210,588 | -1,118 | -0.5% | -$1.55万 | 减仓 |
| INTU | INTUIT COM | $294.22万 | 0.23% | 11,273 | 1,203 | 11.9% | $31.40万 | 加仓 |
| AOS | SMITH A O CORP COM | $302.28万 | 0.23% | 48,195 | 3,439 | 7.7% | $21.57万 | 加仓 |
| ADBE | ADOBE INC COM | $305.13万 | 0.24% | 14,883 | 2,027 | 15.8% | $41.56万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $308.33万 | 0.24% | 24,777 | 4,316 | 21.1% | $53.71万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $318.61万 | 0.25% | 26,657 | -19,031 | -41.7% | -$227.46万 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $320.92万 | 0.25% | 138,565 | 15,215 | 12.3% | $35.24万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $324.26万 | 0.25% | 4,249 | -277 | -6.1% | -$21.14万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $346.47万 | 0.27% | 109,606 | 33,786 | 44.6% | $106.80万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $364.84万 | 0.28% | 86,169 | 736 | 0.9% | $3.12万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $368.64万 | 0.28% | 24,856 | -313 | -1.2% | -$4.64万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $371.16万 | 0.29% | 49,927 | -121 | -0.2% | -$8,995 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $375.48万 | 0.29% | 45,601 | 13,580 | 42.4% | $111.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $380.11万 | 0.29% | 14,967 | -61 | -0.4% | -$1.55万 | 减仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $404.35万 | 0.31% | 185,482 | 31,298 | 20.3% | $68.23万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $410.40万 | 0.32% | 13,546 | 335 | 2.5% | $10.15万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $420.69万 | 0.32% | 39,090 | 3,905 | 11.1% | $42.03万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $421.49万 | 0.33% | 83,331 | 10,001 | 13.6% | $50.59万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $426.77万 | 0.33% | 5,715 | -80 | -1.4% | -$5.97万 | 减仓 |
| ABBV | ABBVIE INC COM | $428.58万 | 0.33% | 17,032 | 404 | 2.4% | $10.17万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $432.43万 | 0.33% | 76,563 | 2,004 | 2.7% | $11.32万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $437.74万 | 0.34% | 19,800 | 19,800 | — | $437.74万 | 新建仓 |
| CCI | CROWN CASTLE INC COM | $442.21万 | 0.34% | 58,394 | -2,168 | -3.6% | -$16.42万 | 减仓 |
| HON | HONEYWELL INTL INC COM | $443.41万 | 0.34% | 19,804 | -19,000 | -49.0% | -$425.41万 | 减仓 |
| CRM | SALESFORCE INC COM | $450.84万 | 0.35% | 28,778 | 1,364 | 5.0% | $21.37万 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $452.06万 | 0.35% | 25,473 | 2,581 | 11.3% | $45.80万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $460.88万 | 0.36% | 36,411 | 1,716 | 4.9% | $21.72万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $471.45万 | 0.36% | 15,817 | -368 | -2.3% | -$10.97万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $489.51万 | 0.38% | 102,109 | 8,710 | 9.3% | $41.76万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC COM | $514.29万 | 0.40% | 265,506 | -10,000 | -3.6% | -$19.37万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $522.75万 | 0.40% | 38,235 | 38,235 | — | $522.75万 | 新建仓 |
| CSX | CSX CORP COM | $525.17万 | 0.41% | 110,493 | 504 | 0.5% | $2.40万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $539.65万 | 0.42% | 54,522 | -4,627 | -7.8% | -$45.80万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $554.43万 | 0.43% | 72,846 | 6 | 0.0% | $457 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $555.68万 | 0.43% | 98,646 | 3,682 | 3.9% | $20.74万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $562.69万 | 0.43% | 11,223 | 539 | 5.0% | $27.02万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $573.41万 | 0.44% | 3,378 | 168 | 5.2% | $28.52万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $582.66万 | 0.45% | 32,446 | -289 | -0.9% | -$5.19万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $617.34万 | 0.48% | 12,337 | 1,006 | 8.9% | $50.34万 | 加仓 |
| NOW | SERVICENOW INC COM | $625.01万 | 0.48% | 62,955 | 7,907 | 14.4% | $78.50万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $633.88万 | 0.49% | 199,899 | 17,584 | 9.6% | $55.76万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $635.85万 | 0.49% | 24,870 | -906 | -3.5% | -$23.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $660.39万 | 0.51% | 11,368 | -233 | -2.0% | -$13.54万 | 减仓 |
| WMT | WALMART INC COM | $666.83万 | 0.51% | 58,876 | -275 | -0.5% | -$3.11万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $677.24万 | 0.52% | 184,233 | 4,667 | 2.6% | $17.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $681.36万 | 0.53% | 13,266 | 354 | 2.7% | $18.18万 | 加仓 |
| CI | THE CIGNA GROUP COM | $701.61万 | 0.54% | 25,450 | 935 | 3.8% | $25.78万 | 加仓 |
| LLY | ELI LILLY & CO COM | $707.58万 | 0.55% | 5,899 | 323 | 5.8% | $38.74万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $737.28万 | 0.57% | 178,735 | 37,554 | 26.6% | $154.91万 | 加仓 |
| PLD | PROLOGIS INC. COM | $743.61万 | 0.57% | 54,891 | 216 | 0.4% | $2.93万 | 加仓 |
| CSCO | CISCO SYS INC COM | $751.37万 | 0.58% | 63,968 | -2,883 | -4.3% | -$33.86万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $755.91万 | 0.58% | 7,474 | -74 | -1.0% | -$7.48万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $763.87万 | 0.59% | 71,745 | 14,204 | 24.7% | $151.23万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $799.41万 | 0.62% | 10,856 | -102 | -0.9% | -$7.51万 | 减仓 |
| FTNT | FORTINET INC COM | $823.45万 | 0.64% | 53,603 | 532 | 1.0% | $8.17万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $832.91万 | 0.64% | 23,573 | -83 | -0.4% | -$2.93万 | 减仓 |
| MSCI | MSCI INC COM | $891.57万 | 0.69% | 15,920 | 716 | 4.7% | $40.10万 | 加仓 |
| CME | CME GROUP INC COM | $930.81万 | 0.72% | 42,151 | 931 | 2.3% | $20.56万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $947.62万 | 0.73% | 38,487 | 374 | 1.0% | $9.21万 | 加仓 |