13F 机构持仓

FourThought Financial Partners, LLC

VENICE FL · SEC CIK 0001956790

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 4.2%
AVGO 4.0%
NVDA 3.0%
CVX 2.5%
VOO 2.4%
AAPL 2.2%
AMT 2.2%
NEE 2.0%
KLAC 2.0%
JPM 1.8%

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
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -75,498-100.0% -$1,388.11万 清仓
PYPL PAYPAL HLDGS INC COM $00.00%0 -46,529-100.0% -$271.64万 清仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $00.00%0 -13,656-100.0% -$200.17万 清仓
HLNE HAMILTON LANE INC CL A $00.00%0 -8,256-100.0% -$110.88万 清仓
HDB HDFC BANK LTD SPONSORED ADS $00.00%0 -24,058-100.0% -$87.91万 清仓
EXLS EXLSERVICE HOLDINGS INC COM $00.00%0 -18,682-100.0% -$79.29万 清仓
LAC LITHIUM AMERS CORP NEW COM SHS $00.00%0 -170,273-100.0% -$74.24万 清仓
FDS FACTSET RESH SYS INC COM $00.00%0 -2,260-100.0% -$65.59万 清仓
BBSI BARRETT BUSINESS SVCS INC COM $00.00%0 -17,164-100.0% -$62.15万 清仓
MTN VAIL RESORTS INC COM $00.00%0 -4,216-100.0% -$55.99万 清仓
FLNC FLUENCE ENERGY INC COM CL A $00.00%0 -28,236-100.0% -$55.85万 清仓
OSPN ONESPAN INC COM $00.00%0 -43,295-100.0% -$55.59万 清仓
IBTA IBOTTA INC CLASS A COM SHS $00.00%0 -23,134-100.0% -$52.58万 清仓
LBTYA LIBERTY GLOBAL LTD COM CL A $00.00%0 -47,148-100.0% -$52.52万 清仓
USMV ISHARES MSCI USA MIN VOL FACTOR ETF $00.00%0 -5,441-100.0% -$51.23万 清仓
OMCL OMNICELL COM COM $00.00%0 -11,212-100.0% -$50.79万 清仓
HY HYSTER-YALE INC CL A $00.00%0 -16,976-100.0% -$50.44万 清仓
NUE NUCOR CORP COM $00.00%0 —— — 申报中断
INOD INNODATA INC COM NEW $00.00%0 -9,475-100.0% -$48.28万 清仓
HCC WARRIOR MET COAL INC COM $00.00%0 -5,438-100.0% -$47.95万 清仓
JKHY HENRY JACK & ASSOC INC COM $00.00%0 -2,493-100.0% -$45.49万 清仓
SHOO MADDEN STEVEN LTD COM $00.00%0 -10,858-100.0% -$45.21万 清仓
IRMD IRADIMED CORP COM $00.00%0 -4,607-100.0% -$44.82万 清仓
KODK EASTMAN KODAK CO COM NEW $00.00%0 -52,384-100.0% -$44.32万 清仓
SGML SIGMA LITHIUM CORPORATION COM $00.00%0 -33,084-100.0% -$43.64万 清仓
TDG TRANSDIGM GROUP INC COM $00.00%0 -317-100.0% -$42.11万 清仓
GFS GLOBALFOUNDRIES INC ORDINARY SHARES $00.00%0 -11,731-100.0% -$40.96万 清仓
SKYD PARAMOUNT SKYDANCE CORP COM CL B $00.00%0 -30,316-100.0% -$40.62万 清仓
RHLD RESOLUTE HLDGS MGMT INC COM $00.00%0 -1,956-100.0% -$40.38万 清仓
LW LAMB WESTON HLDGS INC COM $00.00%0 -9,258-100.0% -$38.78万 清仓
CNR CORE NATURAL RESOURCES INC COM SHS $00.00%0 -4,279-100.0% -$37.87万 清仓
DAKT DAKTRONICS INC COM $00.00%0 -19,035-100.0% -$37.63万 清仓
SCHL SCHOLASTIC CORP COM $00.00%0 -12,427-100.0% -$36.82万 清仓
AMCX AMC NETWORKS INC CL A $00.00%0 -38,550-100.0% -$36.70万 清仓
QCRH QCR HOLDINGS INC COM $00.00%0 -4,398-100.0% -$36.64万 清仓
WASH WASHINGTON TR BANCORP INC COM $00.00%0 -12,290-100.0% -$36.32万 清仓
— ELECTRONIC ARTS INC COM $00.00%0 -1,766-100.0% -$36.08万 清仓
VSAT VIASAT INC COM $00.00%0 -10,314-100.0% -$35.54万 清仓
— GUESS INC COM $00.00%0 -21,135-100.0% -$35.40万 清仓
PLUS EPLUS INC COM $00.00%0 -4,028-100.0% -$35.33万 清仓
ES EVERSOURCE ENERGY COM $00.00%0 —— — 申报中断
NWPX NWPX INFRASTRUCTURE INC COM $00.00%0 -5,629-100.0% -$35.18万 清仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $00.00%0 -7,084-100.0% -$34.41万 清仓
DDS DILLARDS INC CL A $00.00%0 -549-100.0% -$33.29万 清仓
HTO H2O AMERICA COM $00.00%0 -6,769-100.0% -$33.16万 清仓
APAM ARTISAN PARTNERS ASSET MGMT IN CL A $00.00%0 -8,135-100.0% -$33.14万 清仓
MCB METROPOLITAN BK HLDG CORP COM $00.00%0 -4,330-100.0% -$33.06万 清仓
CLPT CLEARPOINT NEURO INC COM $00.00%0 -24,132-100.0% -$33.01万 清仓
CENTA CENTRAL GARDEN & PET CO CL A NON-VTG $00.00%0 -11,292-100.0% -$32.96万 清仓
— TECHTARGET INC COM NEW $00.00%0 -60,469-100.0% -$32.65万 清仓
ACHC ACADIA HEALTHCARE COMPANY INC COM $00.00%0 -22,911-100.0% -$32.51万 清仓
AMP AMERIPRISE FINL INC COM $00.00%0 -660-100.0% -$32.36万 清仓
PAYC PAYCOM SOFTWARE INC COM $00.00%0 -1,987-100.0% -$31.66万 清仓
EXPD EXPEDITORS INTL WASH INC COM $00.00%0 -2,119-100.0% -$31.58万 清仓
APO APOLLO GLOBAL MGMT INC COM $00.00%0 -2,175-100.0% -$31.49万 清仓
THC TENET HEALTHCARE CORP COM NEW $00.00%0 -1,576-100.0% -$31.32万 清仓
RELY REMITLY GLOBAL INC COM $00.00%0 -22,664-100.0% -$31.28万 清仓
— ATKORE INC COM $00.00%0 -4,907-100.0% -$31.04万 清仓
PFG PRINCIPAL FINANCIAL GROUP INC COM $00.00%0 -3,485-100.0% -$30.74万 清仓
SFBS SERVISFIRST BANCSHARES INC COM $00.00%0 -4,269-100.0% -$30.65万 清仓
ADAM ADAMAS TRUST INC. COM $00.00%0 -41,787-100.0% -$30.50万 清仓
KSS KOHLS CORP COM $00.00%0 -14,744-100.0% -$30.09万 清仓
DRD DRDGOLD LIMITED SPON ADR REPSTG $00.00%0 -9,680-100.0% -$30.02万 清仓
EXK ENDEAVOUR SILVER CORP COM $00.00%0 -31,378-100.0% -$29.50万 清仓
AMN AMN HEALTHCARE SVCS INC COM $00.00%0 -18,601-100.0% -$29.32万 清仓
FOXA FOX CORP CL A COM $00.00%0 -3,917-100.0% -$28.62万 清仓
MDLZ MONDELEZ INTL INC CL A $00.00%0 -5,311-100.0% -$28.59万 清仓
— WHITESTONE REIT COM $00.00%0 -20,571-100.0% -$28.57万 清仓
JBL JABIL INC COM $00.00%0 —— — 申报中断
NTAP NETAPP INC COM $00.00%0 -2,646-100.0% -$28.34万 清仓
XMTR XOMETRY INC CLASS A COM $00.00%0 -4,706-100.0% -$27.99万 清仓
— GEOSPACE TECHNOLOGIES CORP COM $00.00%0 -16,339-100.0% -$27.63万 清仓
PR PERMIAN RESOURCES CORP CLASS A COM $00.00%0 -19,345-100.0% -$27.14万 清仓
CPRT COPART INC COM $00.00%0 -6,877-100.0% -$26.92万 清仓
ASH ASHLAND INC COM $00.00%0 —— — 申报中断
CCB COASTAL FINL CORP WA COM NEW $00.00%0 -2,324-100.0% -$26.63万 清仓
SSNC SS&C TECHNOLOGIES HLDGS INC COM $00.00%0 -3,029-100.0% -$26.48万 清仓
CDW CDW CORP COM $00.00%0 -1,936-100.0% -$26.37万 清仓
UBS UBS GROUP AG SHS $00.00%0 -5,680-100.0% -$26.31万 清仓
KEP KOREA ELEC PWR CORP SPONSORED ADR $00.00%0 -15,918-100.0% -$26.26万 清仓
IEX IDEX CORP COM $00.00%0 -1,471-100.0% -$26.18万 清仓
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A $00.00%0 -3,095-100.0% -$26.11万 清仓
SIGI SELECTIVE INS GROUP INC COM $00.00%0 -3,119-100.0% -$26.10万 清仓
PH PARKER-HANNIFIN CORP COM $00.00%0 -294-100.0% -$25.84万 清仓
IEFA ISHARES CORE MSCI EAFE ETF $00.00%0 -2,877-100.0% -$25.74万 清仓
PII POLARIS INC COM $00.00%0 -4,020-100.0% -$25.43万 清仓
MKSI MKS INC. COM $00.00%0 -1,577-100.0% -$25.20万 清仓
FAST FASTENAL CO COM $00.00%0 -6,168-100.0% -$24.75万 清仓
SHW SHERWIN WILLIAMS CO COM $00.00%0 -764-100.0% -$24.75万 清仓
HLI HOULIHAN LOKEY INC CL A $00.00%0 -1,418-100.0% -$24.71万 清仓
EXPE EXPEDIA GROUP INC COM NEW $00.00%0 —— — 申报中断
NSP INSPERITY INC COM $00.00%0 -6,263-100.0% -$24.25万 清仓
REZI RESIDEO TECHNOLOGIES INC COM $00.00%0 -6,899-100.0% -$24.23万 清仓
WABC WESTAMERICA BANCORPORATION COM $00.00%0 -5,040-100.0% -$24.11万 清仓
SNOW SNOWFLAKE INC COM SHS $00.00%0 —— — 申报中断
TREX TREX CO INC COM $00.00%0 -6,789-100.0% -$23.82万 清仓
MKC MCCORMICK & CO INC COM NON VTG $00.00%0 -3,483-100.0% -$23.72万 清仓
SHEL SHELL PLC SPON ADS $00.00%0 -3,226-100.0% -$23.70万 清仓
COR CENCORA INC COM $00.00%0 -697-100.0% -$23.54万 清仓
APP APPLOVIN CORP COM CL A $00.00%0 -349-100.0% -$23.52万 清仓