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 |
|---|---|---|---|---|---|---|---|---|
| ARCC | ARES CAPITAL CORP COM | $264.64万 | 0.20% | 142,819 | 4,268 | 3.1% | $7.91万 | 加仓 |
| ATI | ATI INC COM | $258.67万 | 0.20% | 13,124 | -135 | -1.0% | -$2.66万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $251.08万 | 0.19% | 20,500 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $243.56万 | 0.19% | 96,458 | 16,943 | 21.3% | $42.78万 | 加仓 |
| SHYM | ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF | $238.49万 | 0.18% | 106,231 | 97 | 0.1% | $2,178 | 加仓 |
| YUM | YUM BRANDS INC COM | $233.67万 | 0.18% | 14,617 | 402 | 2.8% | $6.43万 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $225.34万 | 0.17% | 88,576 | 111 | 0.1% | $2,824 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $208.80万 | 0.16% | 86,208 | 13,743 | 19.0% | $33.29万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $201.03万 | 0.16% | 1,454 | 14 | 1.0% | $1.94万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $191.52万 | 0.15% | 100,168 | 2,052 | 2.1% | $3.92万 | 加仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $186.68万 | 0.14% | 89,580 | 19,282 | 27.4% | $40.18万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $186.47万 | 0.14% | 5,039 | 246 | 5.1% | $9.10万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $176.56万 | 0.14% | 6,528 | -697 | -9.6% | -$18.85万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $174.76万 | 0.13% | 8,360 | -91 | -1.1% | -$1.90万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $173.72万 | 0.13% | 1,505 | 547 | 57.1% | $63.14万 | 加仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $164.04万 | 0.13% | 8,393 | -56 | -0.7% | -$1.09万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $160.92万 | 0.12% | 9,796 | -23 | -0.2% | -$3,778 | 减仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $157.73万 | 0.12% | 11,468 | -968 | -7.8% | -$13.31万 | 减仓 |
| RACE | FERRARI N V COM | $150.74万 | 0.12% | 4,049 | 1,172 | 40.7% | $43.63万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $149.77万 | 0.12% | 2 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $147.10万 | 0.11% | 8,701 | 219 | 2.6% | $3.70万 | 加仓 |
| RTX | RTX CORPORATION COM | $145.89万 | 0.11% | 7,689 | 921 | 13.6% | $17.48万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $142.51万 | 0.11% | 6,494 | -16 | -0.2% | -$3,511 | 减仓 |
| FDX | FEDEX CORP COM | $136.34万 | 0.11% | 4,354 | 359 | 9.0% | $11.24万 | 加仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $136.19万 | 0.11% | 4,734 | -74 | -1.5% | -$2.13万 | 减仓 |
| MCK | MCKESSON CORP COM | $134.94万 | 0.10% | 1,786 | -13 | -0.7% | -$9,822 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $134.20万 | 0.10% | 5,992 | 568 | 10.5% | $12.72万 | 加仓 |
| PREF | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | $133.96万 | 0.10% | 70,284 | 750 | 1.1% | $1.43万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $128.16万 | 0.10% | 9,828 | 2,021 | 25.9% | $26.35万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $126.98万 | 0.10% | 3,398 | 90 | 2.7% | $3.36万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $126.05万 | 0.10% | 24,926 | 1,700 | 7.3% | $8.60万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $124.40万 | 0.10% | 11,368 | 2,345 | 26.0% | $25.66万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $123.41万 | 0.10% | 6,821 | 178 | 2.7% | $3.22万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $122.33万 | 0.09% | 2,743 | 132 | 5.1% | $5.89万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $119.63万 | 0.09% | 1,824 | 3 | 0.2% | $1,968 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $116.81万 | 0.09% | 198,656 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $115.15万 | 0.09% | 1,797 | -2 | -0.1% | -$1,282 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $114.31万 | 0.09% | 3,837 | -961 | -20.0% | -$28.63万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $112.74万 | 0.09% | 9,079 | -1 | -0.0% | -$124 | 减仓 |
| BAC | BANK OF AMER CORP COM | $112.67万 | 0.09% | 19,773 | 30 | 0.2% | $1,709 | 加仓 |
| TJX | TJX COS INC NEW COM | $108.53万 | 0.08% | 7,164 | -26 | -0.4% | -$3,939 | 减仓 |
| UNP | UNION PAC CORP COM | $107.13万 | 0.08% | 3,939 | 58 | 1.5% | $1.58万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $105.20万 | 0.08% | 1,405 | 130 | 10.2% | $9.73万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $104.70万 | 0.08% | 2,519 | 79 | 3.2% | $3.28万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $101.91万 | 0.08% | 11,720 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $100.31万 | 0.08% | 22,011 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $97.43万 | 0.08% | 6,165 | -101 | -1.6% | -$1.60万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $95.22万 | 0.07% | 4,272 | -193 | -4.3% | -$4.30万 | 减仓 |
| HUBB | HUBBELL INC COM | $93.82万 | 0.07% | 1,793 | -154 | -7.9% | -$8.06万 | 减仓 |
| TSLA | TESLA INC COM | $90.97万 | 0.07% | 2,163 | 121 | 5.9% | $5.09万 | 加仓 |
| BA | BOEING CO COM | $89.36万 | 0.07% | 4,128 | 77 | 1.9% | $1.67万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $89.17万 | 0.07% | 36,803 | -4,479 | -10.8% | -$10.85万 | 减仓 |
| DE | DEERE & CO COM | $87.24万 | 0.07% | 1,375 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $86.86万 | 0.07% | 19,968 | -1,897 | -8.7% | -$8.25万 | 减仓 |
| MCD | MCDONALDS CORP COM | $84.34万 | 0.07% | 3,120 | 43 | 1.4% | $1.16万 | 加仓 |
| SRE | SEMPRA COM | $83.12万 | 0.06% | 8,966 | 8,966 | — | $83.12万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP COM | $81.25万 | 0.06% | 4,050 | -135 | -3.2% | -$2.71万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $80.08万 | 0.06% | 7,259 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $79.96万 | 0.06% | 10,369 | -427 | -4.0% | -$3.29万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $79.23万 | 0.06% | 6,791 | -787 | -10.4% | -$9.18万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $78.77万 | 0.06% | 1,983 | 44 | 2.3% | $1.75万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $78.73万 | 0.06% | 11,509 | 180 | 1.6% | $1.23万 | 加仓 |
| ORCL | ORACLE CORP COM | $77.05万 | 0.06% | 5,258 | -35 | -0.7% | -$5,129 | 减仓 |
| INTC | INTEL CORP COM | $76.62万 | 0.06% | 5,488 | -41 | -0.7% | -$5,725 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $76.60万 | 0.06% | 2,724 | 241 | 9.7% | $6.78万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $75.76万 | 0.06% | 1,756 | 1,756 | — | $75.76万 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $74.56万 | 0.06% | 4,389 | 132 | 3.1% | $2.24万 | 加仓 |
| LIN | LINDE PLC SHS | $74.18万 | 0.06% | 1,429 | -14 | -1.0% | -$7,267 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $74.07万 | 0.06% | 3,938 | -263 | -6.3% | -$4.95万 | 减仓 |
| NFLX | NETFLIX INC. COM | $72.99万 | 0.06% | 10,223 | 400 | 4.1% | $2.86万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $72.88万 | 0.06% | 3,425 | -245 | -6.7% | -$5.21万 | 减仓 |
| C | CITIGROUP INC COM NEW | $72.27万 | 0.06% | 5,164 | -197 | -3.7% | -$2.76万 | 减仓 |
| TER | TERADYNE INC COM | $71.85万 | 0.06% | 1,485 | -10 | -0.7% | -$4,838 | 减仓 |
| SO | SOUTHERN CO COM | $71.82万 | 0.06% | 7,504 | 1,417 | 23.3% | $13.56万 | 加仓 |
| CQQQ | INVESCO CHINA TECHNOLOGY ETF | $71.29万 | 0.06% | 12,500 | 4,700 | 60.3% | $26.80万 | 加仓 |
| GEV | GE VERNOVA INC COM | $70.79万 | 0.05% | 603 | -5 | -0.8% | -$5,870 | 减仓 |
| APH | AMPHENOL CORP CL A | $68.03万 | 0.05% | 3,858 | -476 | -11.0% | -$8.39万 | 减仓 |
| T | AT&T INC COM | $67.82万 | 0.05% | 32,762 | -235 | -0.7% | -$4,864 | 减仓 |
| WFC | WELLS FARGO & CO COM | $67.23万 | 0.05% | 8,136 | 241 | 3.1% | $1.99万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $66.74万 | 0.05% | 2,102 | 20 | 1.0% | $6,350 | 加仓 |
| EMR | EMERSON ELEC CO COM | $65.94万 | 0.05% | 4,606 | 75 | 1.7% | $1.07万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $65.75万 | 0.05% | 1,856 | -496 | -21.1% | -$17.57万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $65.66万 | 0.05% | 6,316 | 140 | 2.3% | $1.46万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $65.32万 | 0.05% | 7,903 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $64.96万 | 0.05% | 2,063 | 653 | 46.3% | $20.56万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $62.37万 | 0.05% | 10,375 | 882 | 9.3% | $5.30万 | 加仓 |
| SNDK | SANDISK CORP COM | $61.62万 | 0.05% | 271 | -422 | -60.9% | -$95.95万 | 减仓 |
| ETN | EATON CORP PLC SHS | $60.91万 | 0.05% | 1,429 | 102 | 7.7% | $4.35万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $59.62万 | 0.05% | 1,436 | 82 | 6.1% | $3.40万 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $59.46万 | 0.05% | 23,603 | 2,592 | 12.3% | $6.53万 | 加仓 |
| UNM | UNUM GROUP COM | $59.40万 | 0.05% | 6,644 | -109 | -1.6% | -$9,745 | 减仓 |
| MO | ALTRIA GROUP INC COM | $59.14万 | 0.05% | 8,220 | 14 | 0.2% | $1,007 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $58.63万 | 0.05% | 7,526 | 1 | 0.0% | $78 | 加仓 |
| MRK | MERCK & CO INC COM | $58.46万 | 0.05% | 4,550 | -507 | -10.0% | -$6.51万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $57.01万 | 0.04% | 1,538 | 16 | 1.1% | $5,930 | 加仓 |
| D | DOMINION ENERGY INC COM | $54.36万 | 0.04% | 7,961 | 281 | 3.7% | $1.92万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $53.71万 | 0.04% | 1,575 | -1,054 | -40.1% | -$35.94万 | 减仓 |
| BELFB | BEL FUSE INC CL B | $51.92万 | 0.04% | 1,559 | -406 | -20.7% | -$13.52万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $51.84万 | 0.04% | 6,018 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE U.S. REIT ETF | $51.72万 | 0.04% | 7,783 | -650 | -7.7% | -$4.32万 | 减仓 |