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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC COM | $555.05万 | 0.48% | 3,210 | 236 | 7.9% | $40.81万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $559.34万 | 0.48% | 182,315 | -116,046 | -38.9% | -$356.03万 | 减仓 |
| NOW | SERVICENOW INC COM | $575.53万 | 0.50% | 55,048 | 19,384 | 54.4% | $202.66万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $587.18万 | 0.51% | 59,149 | -2,938 | -4.7% | -$29.17万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $589.93万 | 0.51% | 32,735 | 1,488 | 4.8% | $26.82万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $612.81万 | 0.53% | 57,541 | 57,541 | — | $612.81万 | 新建仓 |
| — | EXXON MOBIL CORP COM | $614.09万 | 0.53% | 36,195 | -1,150 | -3.1% | -$19.51万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $626.94万 | 0.54% | 29,343 | -1,029 | -3.4% | -$21.99万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $629.39万 | 0.54% | 25,776 | -2,511 | -8.9% | -$61.31万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $632.45万 | 0.55% | 10,958 | -193 | -1.7% | -$11.14万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $638.55万 | 0.55% | 7,548 | -164 | -2.1% | -$13.87万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $645.18万 | 0.56% | 12,912 | 1,138 | 9.7% | $56.86万 | 加仓 |
| CI | THE CIGNA GROUP COM | $653.94万 | 0.56% | 24,515 | 3,926 | 19.1% | $104.73万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $678.61万 | 0.59% | 23,656 | -778 | -3.2% | -$22.32万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $679.48万 | 0.59% | 179,566 | 3,337 | 1.9% | $12.63万 | 加仓 |
| PLD | PROLOGIS INC. COM | $722.69万 | 0.62% | 54,675 | 247 | 0.5% | $3.26万 | 加仓 |
| WMT | WALMART INC COM | $735.13万 | 0.63% | 59,151 | -1,103 | -1.8% | -$13.71万 | 减仓 |
| QCOM | QUALCOMM INC COM | $753.45万 | 0.65% | 58,507 | 5,355 | 10.1% | $68.96万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $793.09万 | 0.68% | 38,113 | 1,500 | 4.1% | $31.21万 | 加仓 |
| MSCI | MSCI INC COM | $819.51万 | 0.71% | 15,204 | 3,530 | 30.2% | $190.27万 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $866.67万 | 0.75% | 29,367 | 659 | 2.3% | $19.45万 | 加仓 |
| — | HONEYWELL INTL INC COM | $877.08万 | 0.76% | 38,804 | 2,243 | 6.1% | $50.70万 | 加仓 |
| CAT | CATERPILLAR INC COM | $912.26万 | 0.79% | 12,877 | -376 | -2.8% | -$26.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $941.87万 | 0.81% | 65,208 | 12,985 | 24.9% | $187.56万 | 加仓 |
| META | META PLATFORMS INC CL A | $984.63万 | 0.85% | 17,210 | 1,859 | 12.1% | $106.36万 | 加仓 |
| BLK | BLACKROCK INC COM | $1,064.50万 | 0.92% | 11,069 | -3 | -0.0% | -$2,885 | 减仓 |
| AMGN | AMGEN INC COM | $1,133.07万 | 0.98% | 32,203 | 231 | 0.7% | $8.13万 | 加仓 |
| NDAQ | NASDAQ INC COM | $1,204.83万 | 1.04% | 141,928 | 8,085 | 6.0% | $68.63万 | 加仓 |
| CME | CME GROUP INC COM | $1,217.44万 | 1.05% | 41,220 | 1,170 | 2.9% | $34.56万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $1,230.27万 | 1.06% | 42,351 | 4,271 | 11.2% | $124.07万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1,294.84万 | 1.12% | 118,045 | -13,553 | -10.3% | -$148.66万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $1,309.58万 | 1.13% | 139,704 | -2,558 | -1.8% | -$23.98万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $1,322.54万 | 1.14% | 128,814 | 4,907 | 4.0% | $50.38万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $1,400.82万 | 1.21% | 40,985 | -1,138 | -2.7% | -$38.90万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,477.51万 | 1.27% | 43,720 | -690 | -1.6% | -$23.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,484.67万 | 1.28% | 14,900 | 1,053 | 7.6% | $104.92万 | 加仓 |
| LOW | LOWES COS INC COM | $1,510.62万 | 1.30% | 63,934 | 13 | 0.0% | $3,072 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $1,567.63万 | 1.35% | 79,487 | 79,487 | — | $1,567.63万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,581.33万 | 1.36% | 225,324 | -110,027 | -32.8% | -$772.17万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $1,605.99万 | 1.39% | 49,274 | 3,713 | 8.1% | $121.02万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $1,634.62万 | 1.41% | 23,960 | -634 | -2.6% | -$43.25万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $1,672.88万 | 1.44% | 193,062 | 11,491 | 6.3% | $99.57万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $1,758.06万 | 1.52% | 612,350 | 55,844 | 10.0% | $160.33万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,783.47万 | 1.54% | 62,021 | -73 | -0.1% | -$2.10万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1,839.45万 | 1.59% | 30,435 | -1,101 | -3.5% | -$66.54万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1,979.99万 | 1.71% | 14,990 | -451 | -2.9% | -$59.57万 | 减仓 |
| V | VISA INC COM CL A | $1,996.19万 | 1.72% | 66,047 | 4,578 | 7.4% | $138.36万 | 加仓 |
| PEP | PEPSICO INC COM | $2,055.34万 | 1.77% | 132,355 | 3,487 | 2.7% | $54.15万 | 加仓 |
| AMZN | AMAZON COM INC COM | $2,094.55万 | 1.81% | 100,569 | 8,747 | 9.5% | $182.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,133.09万 | 1.84% | 72,515 | 238 | 0.3% | $7.00万 | 加仓 |
| KLAC | KLA CORP COM NEW | $2,319.80万 | 2.00% | 15,755 | -1,285 | -7.5% | -$189.21万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $2,334.59万 | 2.01% | 251,355 | 17,437 | 7.5% | $161.95万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $2,498.52万 | 2.16% | 144,775 | 23,533 | 19.4% | $406.13万 | 加仓 |
| AAPL | APPLE INC COM | $2,606.49万 | 2.25% | 102,703 | -5,453 | -5.0% | -$138.39万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $2,761.37万 | 2.38% | 46,212 | 5,668 | 14.0% | $338.69万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $2,919.11万 | 2.52% | 141,088 | 1,277 | 0.9% | $26.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $3,478.16万 | 3.00% | 199,436 | 4,794 | 2.5% | $83.61万 | 加仓 |
| AVGO | BROADCOM INC COM | $4,648.73万 | 4.01% | 150,196 | 1,730 | 1.2% | $53.55万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,890.91万 | 4.22% | 132,126 | 15,305 | 13.1% | $566.55万 | 加仓 |