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
— DIMENSIONAL U.S. SMALL CAP ETF $227.77万0.20%32,021 22,218226.6% $158.04万 加仓
YUM YUM BRANDS INC COM $221.01万0.19%14,215 720.5% $1.12万 加仓
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF $219.39万0.19%88,465 21,85832.8% $54.21万 加仓
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF $201.41万0.17%79,515 25,62247.5% $64.90万 加仓
ATI ATI INC COM $192.87万0.17%13,259 -568-4.1% -$8.26万 减仓
ET ENERGY TRANSFER L P COM UT LTD PTN $189.36万0.16%98,116 5160.5% $9,959 加仓
ITW ILLINOIS TOOL WKS INC COM $188.05万0.16%7,225 -89-1.2% -$2.32万 减仓
CRWD CROWDSTRIKE HLDGS INC CL A $176.70万0.15%4,526 -460-9.2% -$17.96万 减仓
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF $175.66万0.15%72,465 24,38750.7% $59.11万 加仓
MPWR MONOLITHIC PWR SYS INC COM $157.46万0.14%1,440 -27-1.8% -$2.95万 减仓
MCK MCKESSON CORP COM $155.66万0.13%1,799 301.7% $2.60万 加仓
PSX PHILLIPS 66 COM $154.52万0.13%8,482 -1,360-13.8% -$24.78万 减仓
VTI VANGUARD TOTAL STOCK MARKET ETF $153.78万0.13%4,793 -54-1.1% -$1.73万 减仓
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF $147.13万0.13%70,298 32,43785.7% $67.89万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL CL A $143.63万0.12%2 00.0% — 不变
VIOO VANGUARD S&P SMALL-CAP 600 ETF $142.80万0.12%12,436 1,0359.1% $11.88万 加仓
FDX FEDEX CORP COM $142.29万0.12%3,995 -27-0.7% -$9,617 减仓
VTWV VANGUARD RUSSELL 2000 VALUE ETF $141.29万0.12%8,449 -165-1.9% -$2.76万 减仓
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $139.85万0.12%9,819 00.0% — 不变
MS MORGAN STANLEY COM NEW $139.07万0.12%8,451 -138-1.6% -$2.27万 减仓
PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF $130.86万0.11%69,534 2,2463.3% $4.23万 加仓
RTX RTX CORPORATION COM $130.56万0.11%6,768 260.4% $5,016 加仓
QUAL ISHARES MSCI USA QUALITY FACTOR ETF $124.88万0.11%6,510 -6-0.1% -$1,151 减仓
JPST JPMORGAN ULTRA-SHORT INCOME ETF $117.55万0.10%23,226 -1,990-7.9% -$10.07万 减仓
TJX TJX COS INC NEW COM $114.83万0.10%7,190 2503.6% $3.99万 加仓
PLTR PALANTIR TECHNOLOGIES INC CL A $110.85万0.10%7,578 -1,377-15.4% -$20.14万 减仓
ADP AUTOMATIC DATA PROCESSING INC COM $110.21万0.10%5,424 40.1% $813 加仓
VTWG VANGUARD RUSSELL 2000 GROWTH ETF $110.12万0.10%4,808 -59-1.2% -$1.35万 减仓
PM PHILIP MORRIS INTL INC COM $109.83万0.09%6,643 2073.2% $3.42万 加仓
SNPS SYNOPSYS INC COM $103.50万0.09%2,611 51424.5% $20.38万 加仓
WM WASTE MGMT INC DEL COM $102.61万0.09%4,465 -112-2.4% -$2.57万 减仓
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF $100.07万0.09%41,282 -1,614-3.8% -$3.91万 减仓
TIP ISHARES TIPS BOND ETF $99.58万0.09%9,023 9,023— $99.58万 新建仓
EOSE EOS ENERGY ENTERPRISES INC COM CL A $98.53万0.09%198,656 19,06810.6% $9.46万 加仓
PNQI INVESCO NASDAQ INTERNET ETF $98.45万0.08%22,011 -453-2.0% -$2.03万 减仓
RACE FERRARI N V COM $97.37万0.08%2,877 2,877— $97.37万 新建仓
IWF ISHARES RUSSELL 1000 GROWTH ETF $96.80万0.08%2,270 -3-0.1% -$1,279 减仓
BAC BANK OF AMER CORP COM $96.25万0.08%19,743 -542-2.7% -$2.64万 减仓
T AT&T INC COM $95.66万0.08%32,997 -5,968-15.3% -$17.30万 减仓
MCD MCDONALDS CORP COM $95.63万0.08%3,077 -83-2.6% -$2.58万 减仓
HUBB HUBBELL INC COM $95.55万0.08%1,947 -81-4.0% -$3.97万 减仓
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND $95.46万0.08%21,865 -456-2.0% -$1.99万 减仓
NFLX NETFLIX INC. COM $94.45万0.08%9,823 5546.0% $5.33万 加仓
UNP UNION PAC CORP COM $94.17万0.08%3,881 210.5% $5,095 加仓
GE GE AEROSPACE COM NEW $93.86万0.08%3,308 1645.2% $4.65万 加仓
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF $92.80万0.08%6,266 00.0% — 不变
IVOO VANGUARD S&P MID-CAP 400 ETF $89.25万0.08%7,807 4,523137.7% $51.71万 加仓
IVV ISHARES CORE S&P 500 ETF $83.27万0.07%1,275 -1-0.1% -$653 减仓
COP CONOCOPHILLIPS COM $81.52万0.07%6,176 -173-2.7% -$2.28万 减仓
GD GENERAL DYNAMICS CORP COM $80.73万0.07%2,352 -1,042-30.7% -$35.76万 减仓
BA BOEING CO COM $80.63万0.07%4,051 -419-9.4% -$8.34万 减仓
ORCL ORACLE CORP COM $77.86万0.07%5,293 87919.9% $12.93万 加仓
DE DEERE & CO COM $77.46万0.07%1,375 -328-19.3% -$18.48万 减仓
COF CAPITAL ONE FINL CORP COM $76.35万0.07%4,185 -81-1.9% -$1.48万 减仓
TSLA TESLA INC COM $75.90万0.07%2,042 -49-2.3% -$1.82万 减仓
IJH ISHARES CORE S&P MID-CAP ETF $72.91万0.06%10,796 5054.9% $3.41万 加仓
BSX BOSTON SCIENTIFIC CORP COM $72.14万0.06%11,497 530.5% $3,326 加仓
LIN LINDE PLC SHS $71.55万0.06%1,443 -28-1.9% -$1.39万 减仓
IWR ISHARES RUSSELL MIDCAP ETF $70.58万0.06%7,259 00.0% — 不变
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $70.44万0.06%3,670 1564.4% $2.99万 加仓
SMH VANECK SEMICONDUCTOR ETF $69.82万0.06%1,821 40.2% $1,534 加仓
UNH UNITEDHEALTH GROUP INC COM $66.03万0.06%2,440 -44-1.8% -$1.19万 减仓
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF $65.40万0.06%7,903 00.0% — 不变
IUSG ISHARES CORE S&P U.S. GROWTH ETF $65.16万0.06%4,201 -27-0.6% -$4,188 减仓
EEM ISHARES MSCI EMERGING MARKETS ETF $64.34万0.06%11,329 8788.4% $4.99万 加仓
WFC WELLS FARGO & CO COM $62.85万0.05%7,895 -630-7.4% -$5.02万 减仓
ADI ANALOG DEVICES INC COM $61.69万0.05%1,939 -126-6.1% -$4.01万 减仓
MRK MERCK & CO INC COM $60.84万0.05%5,057 -116-2.2% -$1.40万 减仓
C CITIGROUP INC COM NEW $60.80万0.05%5,361 -157-2.8% -$1.78万 减仓
IBM INTERNATIONAL BUSINESS MACHS COM $60.19万0.05%2,483 -352-12.4% -$8.53万 减仓
EMR EMERSON ELEC CO COM $59.37万0.05%4,531 -43-0.9% -$5,634 减仓
SOXX ISHARES SEMICONDUCTOR ETF $59.11万0.05%1,799 10.1% $329 加仓
BSV VANGUARD SHORT-TERM BOND ETF $59.00万0.05%7,525 -8,944-54.3% -$70.13万 减仓
MSI MOTOROLA SOLUTIONS INC COM NEW $58.76万0.05%1,354 22620.0% $9.81万 加仓
SO SOUTHERN CO COM $58.76万0.05%6,087 -463-7.1% -$4.47万 减仓
RCL ROYAL CARIBBEAN GROUP COM $57.28万0.05%2,082 -499-19.3% -$13.73万 减仓
APH AMPHENOL CORP CL A $54.76万0.05%4,334 1,09733.9% $13.86万 加仓
MO ALTRIA GROUP INC COM $54.15万0.05%8,206 -174-2.1% -$1.15万 减仓
UL UNILEVER PLC SPON ADR NEW $54.08万0.05%9,493 -2,075-17.9% -$11.82万 减仓
GEV GE VERNOVA INC COM $53.11万0.05%608 -36-5.6% -$3.14万 减仓
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF $53.09万0.05%21,011 3,53520.2% $8.93万 加仓
GLD SPDR GOLD SHARES $53.01万0.05%1,232 -571-31.7% -$24.57万 减仓
ANET ARISTA NETWORKS INC COM SHS $52.27万0.05%4,257 -122-2.8% -$1.50万 减仓
USRT ISHARES CORE U.S. REIT ETF $49.91万0.04%8,433 5046.4% $2.98万 加仓
AFL AFLAC INC COM $49.82万0.04%4,541 -77-1.7% -$8,448 减仓
MAR MARRIOTT INTL INC NEW CL A $49.78万0.04%1,522 120.8% $3,925 加仓
UNM UNUM GROUP COM $49.32万0.04%6,753 2,40955.5% $17.59万 加仓
PFE PFIZER INC COM $48.60万0.04%17,309 -2,468-12.5% -$6.93万 减仓
MRVL MARVELL TECHNOLOGY INC COM $47.53万0.04%4,798 00.0% — 不变
D DOMINION ENERGY INC COM $47.48万0.04%7,680 -2,021-20.8% -$12.49万 减仓
ETN EATON CORP PLC SHS $47.47万0.04%1,327 26024.4% $9.30万 加仓
CORT CORCEPT THERAPEUTICS INC COM $47.24万0.04%11,720 -74-0.6% -$2,983 减仓
AEP AMERICAN ELEC PWR CO INC COM $46.74万0.04%3,565 -299-7.7% -$3.92万 减仓
IUSV ISHARES CORE S&P US VALUE ETF $46.42万0.04%4,540 -150-3.2% -$1.53万 减仓
SYK STRYKER CORPORATION COM $46.33万0.04%1,410 695.1% $2.27万 加仓
VCR VANGUARD CONSUMER DISCRETIONARY ETF $46.17万0.04%1,286 00.0% — 不变
DHR DANAHER CORP DEL COM $45.73万0.04%2,412 -210-8.0% -$3.98万 减仓
BKNG BOOKING HOLDINGS INC COM $45.05万0.04%107 -8-7.0% -$3.37万 减仓
TER TERADYNE INC COM $44.32万0.04%1,495 -168-10.1% -$4.98万 减仓
O REALTY INCOME CORP COM $44.17万0.04%7,220 -701-8.8% -$4.29万 减仓