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 |
|---|---|---|---|---|---|---|---|---|
| AFL | AFLAC INC COM | $51.32万 | 0.04% | 4,377 | -164 | -3.6% | -$1.92万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $51.06万 | 0.04% | 3,581 | -2,188 | -37.9% | -$31.20万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $51.00万 | 0.04% | 1,286 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $50.76万 | 0.04% | 6,300 | 316 | 5.3% | $2.55万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $49.39万 | 0.04% | 4,484 | -56 | -1.2% | -$6,168 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $49.26万 | 0.04% | 11,542 | 45 | 0.4% | $1,921 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $48.75万 | 0.04% | 3,563 | -2 | -0.1% | -$274 | 减仓 |
| DHR | DANAHER CORP DEL COM | $48.61万 | 0.04% | 2,552 | 140 | 5.8% | $2.67万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $48.10万 | 0.04% | 1,221 | 26 | 2.2% | $1.02万 | 加仓 |
| GRAL | GRAIL INC COM | $47.82万 | 0.04% | 7,005 | -1,000 | -12.5% | -$6.83万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $47.23万 | 0.04% | 1,996 | 100 | 5.3% | $2.37万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $47.12万 | 0.04% | 5,413 | -58 | -1.1% | -$5,049 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $46.85万 | 0.04% | 7,623 | 7,623 | — | $46.85万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $46.82万 | 0.04% | 1,271 | 39 | 3.2% | $1.44万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $46.10万 | 0.04% | 1,640 | -187 | -10.2% | -$5.26万 | 减仓 |
| O | REALTY INCOME CORP COM | $43.98万 | 0.03% | 7,099 | -121 | -1.7% | -$7,497 | 减仓 |
| RS | RELIANCE INC COM | $43.77万 | 0.03% | 1,172 | -105 | -8.2% | -$3.92万 | 减仓 |
| AON | AON PLC SHS CL A | $43.64万 | 0.03% | 1,316 | 154 | 13.3% | $5.11万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $43.21万 | 0.03% | 4,160 | -37 | -0.9% | -$3,844 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $43.19万 | 0.03% | 3,418 | 1,560 | 84.0% | $19.71万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $43.12万 | 0.03% | 2,419 | -256 | -9.6% | -$4.56万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $41.80万 | 0.03% | 851 | 196 | 29.9% | $9.63万 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $41.15万 | 0.03% | 10,776 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $41.12万 | 0.03% | 5,060 | 604 | 13.6% | $4.91万 | 加仓 |
| ETOR | ETORO GROUP LTD SHS CL A | $40.71万 | 0.03% | 10,313 | -2,834 | -21.6% | -$11.19万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $40.69万 | 0.03% | 4,760 | 492 | 11.5% | $4.21万 | 加仓 |
| INCY | INCYTE CORP COM | $40.39万 | 0.03% | 3,563 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $40.31万 | 0.03% | 16,740 | -569 | -3.3% | -$1.37万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $39.31万 | 0.03% | 7,000 | 0 | 0.0% | — | 不变 |
| FN | FABRINET SHS | $38.95万 | 0.03% | 693 | 51 | 7.9% | $2.87万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $38.90万 | 0.03% | 4,793 | 102 | 2.2% | $8,278 | 加仓 |
| RPM | RPM INTL INC COM | $38.51万 | 0.03% | 3,465 | 400 | 13.1% | $4.45万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $38.51万 | 0.03% | 6,683 | -516 | -7.2% | -$2.97万 | 减仓 |
| CNNE | CANNAE HLDGS INC COM | $38.50万 | 0.03% | 26,738 | -3,174 | -10.6% | -$4.57万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $38.00万 | 0.03% | 1,530 | 111 | 7.8% | $2.76万 | 加仓 |
| ENB | ENBRIDGE INC COM | $37.93万 | 0.03% | 6,998 | 6 | 0.1% | $325 | 加仓 |
| SPT | SPROUT SOCIAL INC COM CL A | $37.90万 | 0.03% | 50,202 | 50,202 | — | $37.90万 | 新建仓 |
| ICHR | ICHOR HOLDINGS SHS | $37.59万 | 0.03% | 3,348 | -955 | -22.2% | -$10.72万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $37.53万 | 0.03% | 3,419 | 172 | 5.3% | $1.89万 | 加仓 |
| VSTS | VESTIS CORPORATION COM SHS | $37.01万 | 0.03% | 25,486 | -14,671 | -36.5% | -$21.30万 | 减仓 |
| ALKS | ALKERMES PLC SHS | $36.24万 | 0.03% | 6,916 | 848 | 14.0% | $4.44万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $36.19万 | 0.03% | 1,056 | 0 | 0.0% | — | 不变 |
| ORN | ORION GROUP HLDGS INC COM | $35.59万 | 0.03% | 21,157 | -3,818 | -15.3% | -$6.42万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $35.56万 | 0.03% | 1,867 | 50 | 2.8% | $9,524 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $35.38万 | 0.03% | 3,681 | -524 | -12.5% | -$5.04万 | 减仓 |
| DGII | DIGI INTL INC COM | $35.28万 | 0.03% | 4,707 | 0 | 0.0% | — | 不变 |
| NHC | NATIONAL HEALTHCARE CORP COM | $35.19万 | 0.03% | 1,665 | -154 | -8.5% | -$3.25万 | 减仓 |
| HXL | HEXCEL CORP NEW COM | $35.18万 | 0.03% | 3,516 | 38 | 1.1% | $3,802 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $35.14万 | 0.03% | 5,610 | 995 | 21.6% | $6.23万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $34.67万 | 0.03% | 4,538 | 5 | 0.1% | $382 | 加仓 |
| DIS | DISNEY WALT CO COM | $34.58万 | 0.03% | 3,593 | 28 | 0.8% | $2,695 | 加仓 |
| LION | LIONSGATE STUDIOS CORP COM | $34.28万 | 0.03% | 22,390 | -299 | -1.3% | -$4,578 | 减仓 |
| FORM | FORMFACTOR INC COM | $34.23万 | 0.03% | 2,140 | -427 | -16.6% | -$6.83万 | 减仓 |
| OKTA | OKTA INC CL A | $33.99万 | 0.03% | 2,491 | 2,491 | — | $33.99万 | 新建仓 |
| BE | BLOOM ENERGY CORP COM CL A | $33.84万 | 0.03% | 1,118 | -1,318 | -54.1% | -$39.90万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $33.38万 | 0.03% | 12,268 | -15,358 | -55.6% | -$41.79万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $33.13万 | 0.03% | 1,520 | -2 | -0.1% | -$436 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $33.02万 | 0.03% | 14,833 | -435 | -2.8% | -$9,683 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $32.83万 | 0.03% | 1,484 | 46 | 3.2% | $1.02万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $32.67万 | 0.03% | 966 | 16 | 1.7% | $5,411 | 加仓 |
| CMI | CUMMINS INC COM | $32.60万 | 0.03% | 457 | -1 | -0.2% | -$713 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $32.48万 | 0.03% | 16,258 | -1,150 | -6.6% | -$2.30万 | 减仓 |
| ACIW | ACI WORLDWIDE INC COM | $32.48万 | 0.03% | 6,459 | 28 | 0.4% | $1,408 | 加仓 |
| AXGN | AXOGEN INC COM | $32.44万 | 0.03% | 7,024 | -4,653 | -39.8% | -$21.49万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $32.42万 | 0.03% | 336 | 336 | — | $32.42万 | 新建仓 |
| ANDE | ANDERSONS INC COM | $32.12万 | 0.02% | 4,696 | -564 | -10.7% | -$3.86万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $32.07万 | 0.02% | 1,468 | -347 | -19.1% | -$7.58万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $32.05万 | 0.02% | 1,192 | 1,192 | — | $32.05万 | 新建仓 |
| WELL | WELLTOWER INC COM | $32.03万 | 0.02% | 1,411 | -24 | -1.7% | -$5,447 | 减仓 |
| PWR | QUANTA SVCS INC COM | $31.97万 | 0.02% | 444 | 444 | — | $31.97万 | 新建仓 |
| GLW | CORNING INC COM | $31.90万 | 0.02% | 1,249 | 1,249 | — | $31.90万 | 新建仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $31.82万 | 0.02% | 6,156 | 66 | 1.1% | $3,412 | 加仓 |
| TGT | TARGET CORP COM | $31.74万 | 0.02% | 2,430 | 10 | 0.4% | $1,306 | 加仓 |
| ASH | ASHLAND INC COM | $31.67万 | 0.02% | 4,807 | 226 | 4.9% | $1.49万 | 重新持有 |
| ROK | ROCKWELL AUTOMATION INC COM | $31.60万 | 0.02% | 638 | 1 | 0.2% | $495 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $31.48万 | 0.02% | 1,753 | 533 | 43.7% | $9.57万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $31.38万 | 0.02% | 998 | 2 | 0.2% | $629 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $31.08万 | 0.02% | 1,149 | -218 | -15.9% | -$5.90万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $31.03万 | 0.02% | 1,331 | 5 | 0.4% | $1,166 | 加仓 |
| OKE | ONEOK INC NEW COM | $30.85万 | 0.02% | 3,548 | -758 | -17.6% | -$6.59万 | 减仓 |
| SITM | SITIME CORP COM | $30.79万 | 0.02% | 413 | -217 | -34.4% | -$16.18万 | 重新持有 |
| ONTO | ONTO INNOVATION INC COM | $30.69万 | 0.02% | 811 | -335 | -29.2% | -$12.68万 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $30.46万 | 0.02% | 355 | -5 | -1.4% | -$4,290 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $30.31万 | 0.02% | 4,253 | -975 | -18.6% | -$6.95万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $30.19万 | 0.02% | 7,388 | 408 | 5.8% | $1.67万 | 加仓 |
| MCO | MOODYS CORP COM | $30.12万 | 0.02% | 665 | 3 | 0.5% | $1,359 | 加仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $30.03万 | 0.02% | 8,787 | 8,787 | — | $30.03万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $29.99万 | 0.02% | 1,986 | 1,986 | — | $29.99万 | 新建仓 |
| RYZ | RYERSON HLDG CORP COM | $29.90万 | 0.02% | 12,151 | 630 | 5.5% | $1.55万 | 加仓 |
| PUMP | PROPETRO HLDG CORP COM | $29.75万 | 0.02% | 20,744 | -5,015 | -19.5% | -$7.19万 | 减仓 |
| CIEN | CIENA CORP COM NEW | $29.48万 | 0.02% | 601 | 31 | 5.4% | $1.52万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $29.35万 | 0.02% | 1,127 | 1 | 0.1% | $260 | 加仓 |
| — | SKYWATER TECHNOLOGY INC COM | $29.20万 | 0.02% | 8,386 | -4,595 | -35.4% | -$16.00万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $28.81万 | 0.02% | 6,386 | 6,386 | — | $28.81万 | 新建仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $28.80万 | 0.02% | 9,036 | -5,381 | -37.3% | -$17.15万 | 减仓 |
| GWW | WW GRAINGER INC COM | $28.70万 | 0.02% | 211 | -4 | -1.9% | -$5,442 | 减仓 |
| RBC | RBC BEARINGS INC COM | $28.53万 | 0.02% | 443 | -6 | -1.3% | -$3,864 | 减仓 |
| MHO | M/I HOMES INC COM | $28.43万 | 0.02% | 1,768 | 1,768 | — | $28.43万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP COM | $28.33万 | 0.02% | 2,836 | 97 | 3.5% | $9,690 | 加仓 |
| TWLO | TWILIO INC CL A | $28.18万 | 0.02% | 1,366 | -260 | -16.0% | -$5.36万 | 重新持有 |