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 |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD RUSSELL 1000 ETF | $974.46万 | 0.75% | 28,769 | -598 | -2.0% | -$20.26万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,010.63万 | 0.78% | 17,942 | 732 | 4.3% | $41.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $1,021.68万 | 0.79% | 69,673 | 4,465 | 6.8% | $65.47万 | 加仓 |
| BLK | BLACKROCK INC COM | $1,049.19万 | 0.81% | 10,911 | -158 | -1.4% | -$15.19万 | 减仓 |
| QCOM | QUALCOMM INC COM | $1,090.33万 | 0.84% | 59,004 | 497 | 0.8% | $9.18万 | 加仓 |
| NDAQ | NASDAQ INC COM | $1,139.65万 | 0.88% | 144,589 | 2,661 | 1.9% | $20.97万 | 加仓 |
| AMGN | AMGEN INC COM | $1,171.86万 | 0.90% | 32,361 | 158 | 0.5% | $5.72万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $1,245.07万 | 0.96% | 137,213 | 8,399 | 6.5% | $76.21万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1,249.23万 | 0.96% | 28,829 | -514 | -1.8% | -$22.27万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $1,259.64万 | 0.97% | 24,732 | 772 | 3.2% | $39.32万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $1,262.81万 | 0.98% | 43,073 | 722 | 1.7% | $21.17万 | 加仓 |
| CAT | CATERPILLAR INC COM | $1,369.77万 | 1.06% | 12,863 | -14 | -0.1% | -$1.49万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,407.00万 | 1.09% | 15,041 | 141 | 0.9% | $13.19万 | 加仓 |
| LOW | LOWES COS INC COM | $1,437.54万 | 1.11% | 65,198 | 1,264 | 2.0% | $27.87万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $1,497.51万 | 1.16% | 140,863 | 1,159 | 0.8% | $12.32万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $1,534.34万 | 1.18% | 80,917 | 1,430 | 1.8% | $27.12万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $1,540.03万 | 1.19% | 627,303 | 14,953 | 2.4% | $36.71万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,544.53万 | 1.19% | 197,434 | 4,372 | 2.3% | $34.20万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1,556.91万 | 1.20% | 121,814 | 3,769 | 3.2% | $48.17万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1,565.46万 | 1.21% | 30,728 | 293 | 1.0% | $14.93万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,705.10万 | 1.32% | 224,977 | -347 | -0.2% | -$2.63万 | 减仓 |
| CB | CHUBB LIMITED COM | $1,715.06万 | 1.32% | 50,334 | 1,060 | 2.2% | $36.12万 | 加仓 |
| PEP | PEPSICO INC COM | $1,829.93万 | 1.41% | 135,150 | 2,795 | 2.1% | $37.84万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $1,873.23万 | 1.45% | 114,521 | -30,254 | -20.9% | -$494.87万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,998.90万 | 1.54% | 41,856 | -1,864 | -4.3% | -$89.02万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,146.04万 | 1.66% | 60,051 | -1,970 | -3.2% | -$70.40万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $2,330.55万 | 1.80% | 265,529 | 14,174 | 5.6% | $124.41万 | 加仓 |
| V | VISA INC COM CL A | $2,349.36万 | 1.81% | 68,477 | 2,430 | 3.7% | $83.37万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $2,353.14万 | 1.82% | 141,961 | 873 | 0.6% | $14.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,374.79万 | 1.83% | 72,550 | 35 | 0.0% | $1.15万 | 加仓 |
| AMZN | AMAZON COM INC COM | $2,445.32万 | 1.89% | 102,598 | 2,029 | 2.0% | $48.36万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $2,764.07万 | 2.13% | 38,231 | -2,754 | -6.7% | -$199.11万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2,807.78万 | 2.17% | 14,113 | -877 | -5.9% | -$174.48万 | 减仓 |
| AAPL | APPLE INC COM | $3,001.10万 | 2.32% | 103,715 | 1,012 | 1.0% | $29.28万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $3,450.04万 | 2.66% | 50,233 | 4,021 | 8.7% | $276.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $3,973.94万 | 3.07% | 198,607 | -829 | -0.4% | -$16.59万 | 减仓 |
| KLAC | KLA CORP COM NEW | $4,656.66万 | 3.60% | 154,342 | -3,208 | -2.0% | -$96.79万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $5,045.02万 | 3.90% | 135,248 | 3,122 | 2.4% | $116.46万 | 加仓 |
| AVGO | BROADCOM INC COM | $5,689.59万 | 4.39% | 150,618 | 422 | 0.3% | $15.94万 | 加仓 |