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 |
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES RUSSELL MIDCAP ETF | $70.58万 | 0.06% | 7,259 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $71.55万 | 0.06% | 1,443 | -28 | -1.9% | -$1.39万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $72.14万 | 0.06% | 11,497 | 53 | 0.5% | $3,326 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $72.91万 | 0.06% | 10,796 | 505 | 4.9% | $3.41万 | 加仓 |
| TSLA | TESLA INC COM | $75.90万 | 0.07% | 2,042 | -49 | -2.3% | -$1.82万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $76.35万 | 0.07% | 4,185 | -81 | -1.9% | -$1.48万 | 减仓 |
| DE | DEERE & CO COM | $77.46万 | 0.07% | 1,375 | -328 | -19.3% | -$18.48万 | 减仓 |
| ORCL | ORACLE CORP COM | $77.86万 | 0.07% | 5,293 | 879 | 19.9% | $12.93万 | 加仓 |
| BA | BOEING CO COM | $80.63万 | 0.07% | 4,051 | -419 | -9.4% | -$8.34万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $80.73万 | 0.07% | 2,352 | -1,042 | -30.7% | -$35.76万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $81.52万 | 0.07% | 6,176 | -173 | -2.7% | -$2.28万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $83.27万 | 0.07% | 1,275 | -1 | -0.1% | -$653 | 减仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $89.25万 | 0.08% | 7,807 | 4,523 | 137.7% | $51.71万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $92.80万 | 0.08% | 6,266 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $93.86万 | 0.08% | 3,308 | 164 | 5.2% | $4.65万 | 加仓 |
| UNP | UNION PAC CORP COM | $94.17万 | 0.08% | 3,881 | 21 | 0.5% | $5,095 | 加仓 |
| NFLX | NETFLIX INC. COM | $94.45万 | 0.08% | 9,823 | 554 | 6.0% | $5.33万 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $95.46万 | 0.08% | 21,865 | -456 | -2.0% | -$1.99万 | 减仓 |
| HUBB | HUBBELL INC COM | $95.55万 | 0.08% | 1,947 | -81 | -4.0% | -$3.97万 | 减仓 |
| MCD | MCDONALDS CORP COM | $95.63万 | 0.08% | 3,077 | -83 | -2.6% | -$2.58万 | 减仓 |
| T | AT&T INC COM | $95.66万 | 0.08% | 32,997 | -5,968 | -15.3% | -$17.30万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $96.25万 | 0.08% | 19,743 | -542 | -2.7% | -$2.64万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $96.80万 | 0.08% | 2,270 | -3 | -0.1% | -$1,279 | 减仓 |
| RACE | FERRARI N V COM | $97.37万 | 0.08% | 2,877 | 2,877 | — | $97.37万 | 新建仓 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $98.45万 | 0.08% | 22,011 | -453 | -2.0% | -$2.03万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $98.53万 | 0.09% | 198,656 | 19,068 | 10.6% | $9.46万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $99.58万 | 0.09% | 9,023 | 9,023 | — | $99.58万 | 新建仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $100.07万 | 0.09% | 41,282 | -1,614 | -3.8% | -$3.91万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $102.61万 | 0.09% | 4,465 | -112 | -2.4% | -$2.57万 | 减仓 |
| SNPS | SYNOPSYS INC COM | $103.50万 | 0.09% | 2,611 | 514 | 24.5% | $20.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $109.83万 | 0.09% | 6,643 | 207 | 3.2% | $3.42万 | 加仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $110.12万 | 0.10% | 4,808 | -59 | -1.2% | -$1.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $110.21万 | 0.10% | 5,424 | 4 | 0.1% | $813 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $110.85万 | 0.10% | 7,578 | -1,377 | -15.4% | -$20.14万 | 减仓 |
| TJX | TJX COS INC NEW COM | $114.83万 | 0.10% | 7,190 | 250 | 3.6% | $3.99万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $117.55万 | 0.10% | 23,226 | -1,990 | -7.9% | -$10.07万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $124.88万 | 0.11% | 6,510 | -6 | -0.1% | -$1,151 | 减仓 |
| RTX | RTX CORPORATION COM | $130.56万 | 0.11% | 6,768 | 26 | 0.4% | $5,016 | 加仓 |
| PREF | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | $130.86万 | 0.11% | 69,534 | 2,246 | 3.3% | $4.23万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $139.07万 | 0.12% | 8,451 | -138 | -1.6% | -$2.27万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $139.85万 | 0.12% | 9,819 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $141.29万 | 0.12% | 8,449 | -165 | -1.9% | -$2.76万 | 减仓 |
| FDX | FEDEX CORP COM | $142.29万 | 0.12% | 3,995 | -27 | -0.7% | -$9,617 | 减仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $142.80万 | 0.12% | 12,436 | 1,035 | 9.1% | $11.88万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $143.63万 | 0.12% | 2 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $147.13万 | 0.13% | 70,298 | 32,437 | 85.7% | $67.89万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $153.78万 | 0.13% | 4,793 | -54 | -1.1% | -$1.73万 | 减仓 |
| PSX | PHILLIPS 66 COM | $154.52万 | 0.13% | 8,482 | -1,360 | -13.8% | -$24.78万 | 减仓 |
| MCK | MCKESSON CORP COM | $155.66万 | 0.13% | 1,799 | 30 | 1.7% | $2.60万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $157.46万 | 0.14% | 1,440 | -27 | -1.8% | -$2.95万 | 减仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $175.66万 | 0.15% | 72,465 | 24,387 | 50.7% | $59.11万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $176.70万 | 0.15% | 4,526 | -460 | -9.2% | -$17.96万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $188.05万 | 0.16% | 7,225 | -89 | -1.2% | -$2.32万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $189.36万 | 0.16% | 98,116 | 516 | 0.5% | $9,959 | 加仓 |
| ATI | ATI INC COM | $192.87万 | 0.17% | 13,259 | -568 | -4.1% | -$8.26万 | 减仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $201.41万 | 0.17% | 79,515 | 25,622 | 47.5% | $64.90万 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $219.39万 | 0.19% | 88,465 | 21,858 | 32.8% | $54.21万 | 加仓 |
| YUM | YUM BRANDS INC COM | $221.01万 | 0.19% | 14,215 | 72 | 0.5% | $1.12万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $227.77万 | 0.20% | 32,021 | 22,218 | 226.6% | $158.04万 | 加仓 |
| SHYM | ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF | $233.71万 | 0.20% | 106,134 | 61 | 0.1% | $1,343 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $235.99万 | 0.20% | 11,601 | 652 | 6.0% | $13.26万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $249.67万 | 0.22% | 138,551 | 11,182 | 8.8% | $20.15万 | 加仓 |
| HD | HOME DEPOT INC COM | $256.36万 | 0.22% | 7,795 | -2,082 | -21.1% | -$68.47万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $259.06万 | 0.22% | 20,500 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $286.91万 | 0.25% | 123,350 | 33,973 | 38.0% | $79.02万 | 加仓 |
| AOS | SMITH A O CORP COM | $295.12万 | 0.25% | 44,756 | 10,485 | 30.6% | $69.14万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $302.32万 | 0.26% | 211,706 | -7,160 | -3.3% | -$10.22万 | 减仓 |
| ADBE | ADOBE INC COM | $312.50万 | 0.27% | 12,856 | 2,289 | 21.7% | $55.64万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $312.87万 | 0.27% | 25,169 | 2,804 | 12.5% | $34.86万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $313.92万 | 0.27% | 13,211 | 1,334 | 11.2% | $31.70万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $314.21万 | 0.27% | 16,185 | -41,070 | -71.7% | -$797.32万 | 减仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $337.51万 | 0.29% | 154,184 | 60,258 | 64.2% | $131.90万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $343.24万 | 0.30% | 93,399 | 33,708 | 56.5% | $123.88万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $343.46万 | 0.30% | 75,820 | 8,661 | 12.9% | $39.23万 | 加仓 |
| ZTS | ZOETIS INC CL A | $358.15万 | 0.31% | 30,298 | 10,487 | 52.9% | $123.97万 | 加仓 |
| ABBV | ABBVIE INC COM | $361.65万 | 0.31% | 16,628 | -612 | -3.5% | -$13.31万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $364.25万 | 0.31% | 50,048 | -1,853 | -3.6% | -$13.49万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $365.84万 | 0.32% | 73,330 | 8,037 | 12.3% | $40.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $367.34万 | 0.32% | 15,028 | -376 | -2.4% | -$9.19万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $373.49万 | 0.32% | 35,185 | 6,171 | 21.3% | $65.50万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $376.85万 | 0.33% | 5,795 | 116 | 2.0% | $7.54万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $398.46万 | 0.34% | 5,711 | 2,312 | 68.0% | $161.31万 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $402.12万 | 0.35% | 22,892 | 4,375 | 23.6% | $76.85万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $405.72万 | 0.35% | 20,461 | -4,491 | -18.0% | -$89.05万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $422.60万 | 0.36% | 74,559 | 328 | 0.4% | $1.86万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $428.87万 | 0.37% | 85,433 | -397 | -0.5% | -$1.99万 | 减仓 |
| FTNT | FORTINET INC COM | $433.70万 | 0.37% | 53,071 | 14,615 | 38.0% | $119.43万 | 加仓 |
| INTU | INTUIT COM | $435.40万 | 0.38% | 10,070 | 1,391 | 16.0% | $60.14万 | 加仓 |
| CSX | CSX CORP COM | $451.50万 | 0.39% | 109,989 | 4,253 | 4.0% | $17.46万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $454.30万 | 0.39% | 34,695 | 1,226 | 3.7% | $16.05万 | 加仓 |
| CCI | CROWN CASTLE INC COM | $492.43万 | 0.42% | 60,562 | 6,159 | 11.3% | $50.08万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC COM | $495.91万 | 0.43% | 275,506 | -27,000 | -8.9% | -$48.60万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $498.73万 | 0.43% | 72,840 | 5,347 | 7.9% | $36.61万 | 加仓 |
| CRM | SALESFORCE INC COM | $511.73万 | 0.44% | 27,414 | 5,789 | 26.8% | $108.06万 | 加仓 |
| LLY | ELI LILLY & CO COM | $512.86万 | 0.44% | 5,576 | 124 | 2.3% | $11.41万 | 加仓 |
| CSCO | CISCO SYS INC COM | $518.70万 | 0.45% | 66,851 | -14,755 | -18.1% | -$114.48万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $525.14万 | 0.45% | 10,684 | 470 | 4.6% | $23.10万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $541.96万 | 0.47% | 94,964 | 7,720 | 8.8% | $44.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $542.98万 | 0.47% | 11,331 | -669 | -5.6% | -$32.06万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $550.04万 | 0.47% | 141,181 | 117,114 | 486.6% | $456.28万 | 加仓 |