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 |
|---|---|---|---|---|---|---|---|---|
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $44.03万 | 0.04% | 4,615 | 4,615 | — | $44.03万 | 新建仓 |
| SNDK | SANDISK CORP COM | $44.03万 | 0.04% | 693 | -1,085 | -61.0% | -$68.93万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $43.81万 | 0.04% | 1,003 | -134 | -11.8% | -$5.85万 | 减仓 |
| — | SUN CTRY AIRLS HLDGS INC COM | $43.81万 | 0.04% | 26,519 | 5,942 | 28.9% | $9.82万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $43.66万 | 0.04% | 7,199 | -312 | -4.2% | -$1.89万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $42.95万 | 0.04% | 1,496 | 1 | 0.1% | $287 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $42.15万 | 0.04% | 2,629 | -1,307 | -33.2% | -$20.95万 | 减仓 |
| GRAL | GRAIL INC COM | $41.37万 | 0.04% | 8,005 | 1,000 | 14.3% | $5.17万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $40.78万 | 0.04% | 1,896 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $40.77万 | 0.04% | 4,197 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC CL A | $40.19万 | 0.03% | 10,260 | -408 | -3.8% | -$1.60万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $39.63万 | 0.03% | 1,419 | 146 | 11.5% | $4.08万 | 加仓 |
| ETOR | ETORO GROUP LTD SHS CL A | $39.48万 | 0.03% | 13,147 | 13,147 | — | $39.48万 | 新建仓 |
| OKE | ONEOK INC NEW COM | $38.92万 | 0.03% | 4,306 | 138 | 3.3% | $1.25万 | 加仓 |
| BELFB | BEL FUSE INC CL B | $38.90万 | 0.03% | 1,965 | 24 | 1.2% | $4,752 | 加仓 |
| RS | RELIANCE INC COM | $38.80万 | 0.03% | 1,277 | 6 | 0.5% | $1,823 | 加仓 |
| AXGN | AXOGEN INC COM | $38.69万 | 0.03% | 11,677 | -4,830 | -29.3% | -$16.00万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $37.97万 | 0.03% | 4,691 | -157 | -3.2% | -$1.27万 | 减仓 |
| ENB | ENBRIDGE INC COM | $37.85万 | 0.03% | 6,992 | -887 | -11.3% | -$4.80万 | 减仓 |
| ANDE | ANDERSONS INC COM | $37.76万 | 0.03% | 5,260 | -3,405 | -39.3% | -$24.44万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $37.51万 | 0.03% | 1,195 | 102 | 9.3% | $3.20万 | 加仓 |
| AON | AON PLC SHS CL A | $37.49万 | 0.03% | 1,162 | -1,585 | -57.7% | -$51.14万 | 减仓 |
| PUMP | PROPETRO HLDG CORP COM | $37.12万 | 0.03% | 25,759 | -35,071 | -57.7% | -$50.54万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $37.10万 | 0.03% | 3,500 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $36.69万 | 0.03% | 5,471 | -3,774 | -40.8% | -$25.31万 | 减仓 |
| HL | HECLA MINING COMPANY COM | $36.04万 | 0.03% | 19,343 | -41,475 | -68.2% | -$77.27万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $35.98万 | 0.03% | 1,815 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $35.98万 | 0.03% | 1,827 | -20,119 | -91.7% | -$396.16万 | 减仓 |
| CQQQ | INVESCO CHINA TECHNOLOGY ETF | $35.90万 | 0.03% | 7,800 | 7,800 | — | $35.90万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $35.87万 | 0.03% | 5,769 | 5,769 | — | $35.87万 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC COM | $35.58万 | 0.03% | 12,981 | -3,890 | -23.1% | -$10.66万 | 减仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $35.44万 | 0.03% | 14,417 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP COM | $35.02万 | 0.03% | 2,175 | -2,112 | -49.3% | -$34.00万 | 减仓 |
| DIS | DISNEY WALT CO COM | $34.36万 | 0.03% | 3,565 | -1,296 | -26.7% | -$12.49万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $34.09万 | 0.03% | 15,268 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $34.05万 | 0.03% | 6,980 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC CL A | $34.03万 | 0.03% | 23,041 | -9,810 | -29.9% | -$14.49万 | 减仓 |
| CNNE | CANNAE HLDGS INC COM | $34.01万 | 0.03% | 29,912 | 10,380 | 53.1% | $11.80万 | 加仓 |
| KO | COCA COLA CO COM | $33.89万 | 0.03% | 4,456 | -1,208 | -21.3% | -$9.19万 | 减仓 |
| INCY | INCYTE CORP COM | $33.53万 | 0.03% | 3,563 | -67 | -1.8% | -$6,306 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $33.50万 | 0.03% | 5,228 | 866 | 19.9% | $5.55万 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $33.49万 | 0.03% | 1,367 | -561 | -29.1% | -$13.74万 | 减仓 |
| FN | FABRINET SHS | $33.48万 | 0.03% | 642 | 15 | 2.4% | $7,823 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $33.31万 | 0.03% | 15,509 | -40,087 | -72.1% | -$86.11万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $33.01万 | 0.03% | 2,436 | -23 | -0.9% | -$3,116 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $32.95万 | 0.03% | 4,533 | -943 | -17.2% | -$6.85万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $32.91万 | 0.03% | 4,268 | -656 | -13.3% | -$5.06万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $32.53万 | 0.03% | 9,026 | -3,849 | -29.9% | -$13.87万 | 减仓 |
| NEM | NEWMONT CORP COM | $32.40万 | 0.03% | 2,993 | 105 | 3.6% | $1.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $32.37万 | 0.03% | 958 | 234 | 32.3% | $7.91万 | 加仓 |
| PAYX | PAYCHEX INC COM | $32.28万 | 0.03% | 3,504 | 689 | 24.5% | $6.35万 | 加仓 |
| LZB | LA Z BOY INC COM | $32.24万 | 0.03% | 10,032 | -301 | -2.9% | -$9,674 | 减仓 |
| RPD | RAPID7 INC COM | $32.22万 | 0.03% | 58,484 | 58,484 | — | $32.22万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $31.70万 | 0.03% | 710 | -38 | -5.1% | -$1.70万 | 减仓 |
| AVNT | AVIENT CORPORATION COM | $31.61万 | 0.03% | 8,707 | 275 | 3.3% | $9,982 | 加仓 |
| VSTS | VESTIS CORPORATION COM SHS | $31.56万 | 0.03% | 40,157 | -39,070 | -49.3% | -$30.71万 | 减仓 |
| IOT | SAMSARA INC COM CL A | $31.33万 | 0.03% | 9,887 | 9,887 | — | $31.33万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $31.32万 | 0.03% | 3,247 | 627 | 23.9% | $6.05万 | 加仓 |
| ANGI | ANGI INC CL A NEW | $31.27万 | 0.03% | 45,654 | 18,897 | 70.6% | $12.94万 | 加仓 |
| VNT | VONTIER CORPORATION COM | $30.69万 | 0.03% | 8,652 | -148 | -1.7% | -$5,250 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $30.47万 | 0.03% | 4,205 | 634 | 17.8% | $4.59万 | 加仓 |
| RPM | RPM INTL INC COM | $30.47万 | 0.03% | 3,065 | 123 | 4.2% | $1.22万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $30.25万 | 0.03% | 20,381 | 544 | 2.7% | $8,073 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $30.00万 | 0.03% | 7,546 | 7,546 | — | $30.00万 | 新建仓 |
| VTV | VANGUARD VALUE ETF | $29.86万 | 0.03% | 1,522 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $29.86万 | 0.03% | 3,530 | -7,009 | -66.5% | -$59.29万 | 减仓 |
| — | BAYFIRST FINANCIAL CORP COM | $29.35万 | 0.03% | 46,228 | 5,999 | 14.9% | $3.81万 | 加仓 |
| TGT | TARGET CORP COM | $29.33万 | 0.03% | 2,420 | -94 | -3.7% | -$1.14万 | 减仓 |
| — | ISABELLA BK CORP COM | $29.19万 | 0.03% | 6,392 | -1,000 | -13.5% | -$4.57万 | 减仓 |
| NHC | NATIONAL HEALTHCARE CORP COM | $29.05万 | 0.03% | 1,819 | 60 | 3.4% | $9,582 | 加仓 |
| AMRC | AMERESCO INC CL A | $29.02万 | 0.03% | 11,381 | -5,886 | -34.1% | -$15.01万 | 减仓 |
| SON | SONOCO PRODS CO COM | $28.90万 | 0.02% | 5,343 | -2,292 | -30.0% | -$12.40万 | 减仓 |
| MCO | MOODYS CORP COM | $28.88万 | 0.02% | 662 | -122 | -15.6% | -$5.32万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $28.74万 | 0.02% | 950 | 4 | 0.4% | $1,210 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $28.60万 | 0.02% | 996 | -97 | -8.9% | -$2.79万 | 减仓 |
| SSRM | SSR MINING IN COM | $28.44万 | 0.02% | 9,674 | 732 | 8.2% | $2.15万 | 重新持有 |
| WELL | WELLTOWER INC COM | $28.37万 | 0.02% | 1,435 | 52 | 3.8% | $1.03万 | 加仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $28.24万 | 0.02% | 9,806 | -2,021 | -17.1% | -$5.82万 | 重新持有 |
| HXL | HEXCEL CORP NEW COM | $28.15万 | 0.02% | 3,478 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $28.11万 | 0.02% | 20,809 | 20,809 | — | $28.11万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $28.03万 | 0.02% | 1,294 | 641 | 98.2% | $13.88万 | 重新持有 |
| VLO | VALERO ENERGY CORP COM | $27.82万 | 0.02% | 1,126 | 1,126 | — | $27.82万 | 新建仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $27.48万 | 0.02% | 6,090 | 1,345 | 28.3% | $6.07万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $27.41万 | 0.02% | 1,580 | 59 | 3.9% | $1.02万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.39万 | 0.02% | 7,130 | -915 | -11.4% | -$3.52万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $27.30万 | 0.02% | 655 | -73 | -10.0% | -$3.04万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $27.27万 | 0.02% | 1,438 | 191 | 15.3% | $3.62万 | 加仓 |
| ORN | ORION GROUP HLDGS INC COM | $27.22万 | 0.02% | 24,975 | -7,688 | -23.5% | -$8.38万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $27.22万 | 0.02% | 1,331 | -307 | -18.7% | -$6.28万 | 减仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $27.06万 | 0.02% | 10,776 | 4 | 0.0% | $100 | 加仓 |
| KKR | KKR & CO INC COM | $26.75万 | 0.02% | 2,892 | 321 | 12.5% | $2.97万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $26.63万 | 0.02% | 17,408 | -525 | -2.9% | -$8,032 | 减仓 |
| ACIW | ACI WORLDWIDE INC COM | $26.37万 | 0.02% | 6,431 | 1,259 | 24.3% | $5.16万 | 加仓 |
| PCAR | PACCAR INC COM | $26.17万 | 0.02% | 2,266 | -267 | -10.5% | -$3.08万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $25.90万 | 0.02% | 1,858 | 1,858 | — | $25.90万 | 新建仓 |
| RYZ | RYERSON HLDG CORP COM | $25.90万 | 0.02% | 11,521 | 11,521 | — | $25.90万 | 新建仓 |
| VET | VERMILION ENERGY INC COM | $25.70万 | 0.02% | 18,647 | 222 | 1.2% | $3,059 | 加仓 |
| TRGP | TARGA RES CORP COM | $25.65万 | 0.02% | 1,023 | 1,023 | — | $25.65万 | 新建仓 |
| NTSK | NETSKOPE INC CL A | $25.45万 | 0.02% | 29,982 | 29,982 | — | $25.45万 | 新建仓 |
| LASR | NLIGHT INC COM | $25.40万 | 0.02% | 4,455 | 4,455 | — | $25.40万 | 新建仓 |