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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC COM | $28.04万 | 0.02% | 1,007 | 215 | 27.1% | $5.99万 | 加仓 |
| VICR | VICOR CORP COM | $28.03万 | 0.02% | 738 | -1,437 | -66.1% | -$54.57万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $27.60万 | 0.02% | 2,700 | 14 | 0.5% | $1,431 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $27.49万 | 0.02% | 9,387 | 361 | 4.0% | $1.06万 | 加仓 |
| TRGP | TARGA RES CORP COM | $27.43万 | 0.02% | 1,023 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $27.14万 | 0.02% | 753 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $27.12万 | 0.02% | 7,976 | 7,976 | — | $27.12万 | 新建仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $26.99万 | 0.02% | 1,650 | 0 | 0.0% | — | 重新持有 |
| HOMB | HOME BANCSHARES INC COM | $26.74万 | 0.02% | 9,367 | 65 | 0.7% | $1,856 | 加仓 |
| CRH | CRH PLC ORD | $26.55万 | 0.02% | 2,481 | 315 | 14.5% | $3.37万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $26.51万 | 0.02% | 803 | -13 | -1.6% | -$4,292 | 减仓 |
| WSO | WATSCO INC COM | $26.51万 | 0.02% | 636 | 1 | 0.2% | $417 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $26.39万 | 0.02% | 1,183 | -157 | -11.7% | -$3.50万 | 减仓 |
| — | BAYFIRST FINANCIAL CORP COM | $26.36万 | 0.02% | 52,728 | 6,500 | 14.1% | $3.25万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $26.27万 | 0.02% | 7,763 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $26.18万 | 0.02% | 1,532 | 1,532 | — | $26.18万 | 新建仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $26.01万 | 0.02% | 6,619 | -1,315 | -16.6% | -$5.17万 | 减仓 |
| PHIN | PHINIA INC COMMON STOCK | $25.90万 | 0.02% | 3,144 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $25.83万 | 0.02% | 1,327 | -4 | -0.3% | -$779 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $25.75万 | 0.02% | 686 | -49 | -6.7% | -$1.84万 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $25.60万 | 0.02% | 1,006 | -89 | -8.1% | -$2.27万 | 重新持有 |
| SYY | SYSCO CORP COM | $25.53万 | 0.02% | 3,055 | -298 | -8.9% | -$2.49万 | 减仓 |
| EME | EMCOR GROUP INC COM | $25.48万 | 0.02% | 307 | 307 | — | $25.48万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $25.33万 | 0.02% | 6,541 | 6,541 | — | $25.33万 | 新建仓 |
| SSRM | SSR MINING IN COM | $25.31万 | 0.02% | 8,951 | -723 | -7.5% | -$2.04万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $25.26万 | 0.02% | 9,720 | 0 | 0.0% | — | 不变 |
| — | ISABELLA BK CORP COM | $25.25万 | 0.02% | 6,392 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC COM PAR $0.004 | $25.19万 | 0.02% | 1,986 | 1,986 | — | $25.19万 | 新建仓 |
| GOLD | GOLD COM INC COM | $25.02万 | 0.02% | 6,012 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $24.90万 | 0.02% | 2,298 | -373 | -14.0% | -$4.04万 | 减仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $24.73万 | 0.02% | 1,823 | -2,626 | -59.0% | -$35.62万 | 减仓 |
| INTA | INTAPP INC COM | $24.59万 | 0.02% | 9,755 | 9,755 | — | $24.59万 | 新建仓 |
| CNO | CNO FINL GROUP INC COM | $24.29万 | 0.02% | 4,765 | 0 | 0.0% | — | 重新持有 |
| KEY | KEYCORP COM | $23.92万 | 0.02% | 10,376 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $23.83万 | 0.02% | 2,551 | -442 | -14.8% | -$4.13万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $23.77万 | 0.02% | 3,241 | 3,241 | — | $23.77万 | 新建仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $23.75万 | 0.02% | 4,531 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.74万 | 0.02% | 7,130 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $23.45万 | 0.02% | 472 | -238 | -33.5% | -$11.82万 | 减仓 |
| CSL | CARLISLE COS INC COM | $23.40万 | 0.02% | 645 | 0 | 0.0% | — | 不变 |
| — | BASSETT FURNITURE INDS INC COM | $23.12万 | 0.02% | 13,047 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP COM | $23.11万 | 0.02% | 3,840 | 3,840 | — | $23.11万 | 新建仓 |
| PAYX | PAYCHEX INC COM | $23.01万 | 0.02% | 2,340 | -1,164 | -33.2% | -$11.45万 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $22.95万 | 0.02% | 897 | 41 | 4.8% | $1.05万 | 重新持有 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $22.86万 | 0.02% | 325 | -5 | -1.5% | -$3,517 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $22.84万 | 0.02% | 9,015 | 9,015 | — | $22.84万 | 新建仓 |
| ILMN | ILLUMINA INC COM | $22.79万 | 0.02% | 1,296 | 1,296 | — | $22.79万 | 新建仓 |
| JBL | JABIL INC COM | $22.55万 | 0.02% | 585 | -668 | -53.3% | -$25.75万 | 重新持有 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $22.55万 | 0.02% | 2,940 | -248 | -7.8% | -$1.90万 | 减仓 |
| WSFS | WSFS FINL CORP COM | $22.54万 | 0.02% | 2,937 | -284 | -8.8% | -$2.18万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $22.48万 | 0.02% | 2,947 | 23 | 0.8% | $1,755 | 加仓 |
| CCNE | CNB FINL CORP PA COM | $22.41万 | 0.02% | 6,647 | 6,647 | — | $22.41万 | 新建仓 |
| ATEX | ANTERIX INC COM | $22.37万 | 0.02% | 2,173 | 2,173 | — | $22.37万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC COM | $22.35万 | 0.02% | 6,975 | 6,975 | — | $22.35万 | 新建仓 |
| WAT | WATERS CORP COM | $22.31万 | 0.02% | 595 | -8 | -1.3% | -$3,000 | 重新持有 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $22.14万 | 0.02% | 1,410 | 1,410 | — | $22.14万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $22.10万 | 0.02% | 912 | -56 | -5.8% | -$1.36万 | 减仓 |
| CTVA | CORTEVA INC COM | $22.08万 | 0.02% | 2,608 | 2,608 | — | $22.08万 | 新建仓 |
| TPR | TAPESTRY INC COM | $21.93万 | 0.02% | 1,498 | 1,498 | — | $21.93万 | 新建仓 |
| SON | SONOCO PRODS CO COM | $21.53万 | 0.02% | 3,820 | -1,523 | -28.5% | -$8.58万 | 减仓 |
| NUE | NUCOR CORP COM | $21.42万 | 0.02% | 961 | -2,064 | -68.2% | -$46.00万 | 重新持有 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $21.26万 | 0.02% | 1,493 | 1,493 | — | $21.26万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $21.24万 | 0.02% | 2,302 | 2,302 | — | $21.24万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP COM | $21.13万 | 0.02% | 3,748 | 3,748 | — | $21.13万 | 新建仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $20.90万 | 0.02% | 400 | 400 | — | $20.90万 | 新建仓 |
| DXCM | DEXCOM INC COM | $20.87万 | 0.02% | 3,099 | 3,099 | — | $20.87万 | 新建仓 |
| ROKU | ROKU INC COM CL A | $20.86万 | 0.02% | 1,510 | 1,510 | — | $20.86万 | 新建仓 |
| CLX | CLOROX CO DEL COM | $20.84万 | 0.02% | 2,183 | 2,183 | — | $20.84万 | 新建仓 |
| ADSK | AUTODESK INC COM | $20.82万 | 0.02% | 1,071 | 95 | 9.7% | $1.85万 | 加仓 |
| SHBI | SHORE BANCSHARES INC COM | $20.76万 | 0.02% | 9,044 | 9,044 | — | $20.76万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $20.75万 | 0.02% | 452 | -17 | -3.6% | -$7,805 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $20.63万 | 0.02% | 2,859 | -150 | -5.0% | -$1.08万 | 减仓 |
| OSK | OSHKOSH CORP COM | $20.46万 | 0.02% | 1,333 | 1,333 | — | $20.46万 | 新建仓 |
| ES | EVERSOURCE ENERGY COM | $20.44万 | 0.02% | 2,828 | -2,418 | -46.1% | -$17.48万 | 重新持有 |
| COCO | VITA COCO CO INC COM | $20.19万 | 0.02% | 3,052 | -1,677 | -35.5% | -$11.09万 | 减仓 |
| GTES | GATES INDL CORP LTD COM SHS | $20.13万 | 0.02% | 7,197 | 7,197 | — | $20.13万 | 新建仓 |
| VREX | VAREX IMAGING CORP COM | $18.42万 | 0.01% | 17,659 | 223 | 1.3% | $2,326 | 加仓 |
| MBC | MASTERBRAND INC COMMON STOCK | $17.67万 | 0.01% | 17,170 | 17,170 | — | $17.67万 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $17.06万 | 0.01% | 10,060 | -5,449 | -35.1% | -$9.24万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $16.64万 | 0.01% | 18,126 | 5,003 | 38.1% | $4.59万 | 加仓 |
| F | FORD MTR CO COM | $16.58万 | 0.01% | 11,926 | 84 | 0.7% | $1,168 | 加仓 |
| HL | HECLA MINING COMPANY COM | $16.48万 | 0.01% | 10,679 | -8,664 | -44.8% | -$13.37万 | 减仓 |
| SABR | SABRE CORP COM | $14.07万 | 0.01% | 67,326 | -50,639 | -42.9% | -$10.58万 | 减仓 |
| AHRT | AH RLTY TR INC COM | $13.25万 | 0.01% | 18,713 | -4,552 | -19.6% | -$3.22万 | 减仓 |
| HCKT | HACKETT GROUP INC COM | $11.85万 | 0.01% | 11,003 | 11,003 | — | $11.85万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $11.44万 | 0.01% | 14,053 | 14,053 | — | $11.44万 | 新建仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $11.36万 | 0.01% | 13,458 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC CL A | $11.29万 | 0.01% | 11,041 | -12,000 | -52.1% | -$12.28万 | 减仓 |
| VET | VERMILION ENERGY INC COM | $10.20万 | 0.01% | 10,888 | -7,759 | -41.6% | -$7.27万 | 减仓 |
| RPD | RAPID7 INC COM | $9.66万 | 0.01% | 11,927 | -46,557 | -79.6% | -$37.71万 | 减仓 |
| FRMI | FERMI INC COM | $9.30万 | 0.01% | 10,153 | -28,081 | -73.4% | -$25.72万 | 减仓 |
| COTY | COTY INC COM CL A | $4.10万 | 0.00% | 18,961 | -29,659 | -61.0% | -$6.41万 | 减仓 |
| — | DATAVAULT AI INC COM SHS | $1.22万 | 0.00% | 34,751 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -36,195 | -100.0% | -$614.09万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC COM | $0 | 0.00% | 0 | -26,519 | -100.0% | -$43.81万 | 清仓 |
| — | CLEARWAY ENERGY INC CL A | $0 | 0.00% | 0 | -10,260 | -100.0% | -$40.19万 | 清仓 |
| LZB | LA Z BOY INC COM | $0 | 0.00% | 0 | -10,032 | -100.0% | -$32.24万 | 清仓 |
| AVNT | AVIENT CORPORATION COM | $0 | 0.00% | 0 | -8,707 | -100.0% | -$31.61万 | 清仓 |
| IOT | SAMSARA INC COM CL A | $0 | 0.00% | 0 | -9,887 | -100.0% | -$31.33万 | 清仓 |
| ANGI | ANGI INC CL A NEW | $0 | 0.00% | 0 | -45,654 | -100.0% | -$31.27万 | 清仓 |