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 |
|---|---|---|---|---|---|---|---|---|
| VNT | VONTIER CORPORATION COM | $0 | 0.00% | 0 | -8,652 | -100.0% | -$30.69万 | 清仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $0 | 0.00% | 0 | -20,381 | -100.0% | -$30.25万 | 清仓 |
| AMCR | AMCOR PLC COM NEW | $0 | 0.00% | 0 | -7,546 | -100.0% | -$30.00万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $0 | 0.00% | 0 | -3,530 | -100.0% | -$29.86万 | 清仓 |
| AMRC | AMERESCO INC CL A | $0 | 0.00% | 0 | -11,381 | -100.0% | -$29.02万 | 清仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $0 | 0.00% | 0 | -9,806 | -100.0% | -$28.24万 | 清仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $0 | 0.00% | 0 | -20,809 | -100.0% | -$28.11万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $0 | 0.00% | 0 | -1,294 | -100.0% | -$28.03万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $0 | 0.00% | 0 | -1,580 | -100.0% | -$27.41万 | 清仓 |
| KKR | KKR & CO INC COM | $0 | 0.00% | 0 | -2,892 | -100.0% | -$26.75万 | 清仓 |
| PCAR | PACCAR INC COM | $0 | 0.00% | 0 | -2,266 | -100.0% | -$26.17万 | 清仓 |
| NTSK | NETSKOPE INC CL A | $0 | 0.00% | 0 | -29,982 | -100.0% | -$25.45万 | 清仓 |
| LASR | NLIGHT INC COM | $0 | 0.00% | 0 | -4,455 | -100.0% | -$25.40万 | 清仓 |
| CE | CELANESE CORP DEL COM | $0 | 0.00% | 0 | -3,848 | -100.0% | -$25.31万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $0 | 0.00% | 0 | -1,469 | -100.0% | -$25.28万 | 清仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $0 | 0.00% | 0 | -3,044 | -100.0% | -$24.67万 | 清仓 |
| — | GATES INDL CORP PLC ORD SHS | $0 | 0.00% | 0 | -10,748 | -100.0% | -$24.30万 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -18,420 | -100.0% | -$24.17万 | 清仓 |
| BHE | BENCHMARK ELECTRS INC COM | $0 | 0.00% | 0 | -4,213 | -100.0% | -$23.62万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $0 | 0.00% | 0 | -1,468 | -100.0% | -$22.83万 | 清仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $0 | 0.00% | 0 | -6,442 | -100.0% | -$22.36万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION COM | $0 | 0.00% | 0 | -1,188 | -100.0% | -$22.25万 | 清仓 |
| WDAY | WORKDAY INC CL A | $0 | 0.00% | 0 | -1,703 | -100.0% | -$22.13万 | 清仓 |
| KLAR | KLARNA GROUP PLC SHS | $0 | 0.00% | 0 | -16,671 | -100.0% | -$21.82万 | 清仓 |
| BCC | BOISE CASCADE CO DEL COM | $0 | 0.00% | 0 | -2,839 | -100.0% | -$21.53万 | 清仓 |
| BLSH | BULLISH ORD SHS | $0 | 0.00% | 0 | -6,025 | -100.0% | -$21.53万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $0 | 0.00% | 0 | -1,366 | -100.0% | -$21.49万 | 清仓 |
| HSY | HERSHEY CO COM | $0 | 0.00% | 0 | -1,026 | -100.0% | -$21.33万 | 清仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $0 | 0.00% | 0 | -1,792 | -100.0% | -$21.26万 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW COM | $0 | 0.00% | 0 | -6,100 | -100.0% | -$20.94万 | 清仓 |
| CBZ | CBIZ INC COM | $0 | 0.00% | 0 | -7,570 | -100.0% | -$20.33万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $0 | 0.00% | 0 | -7,934 | -100.0% | -$20.13万 | 清仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $0 | 0.00% | 0 | -4,842 | -100.0% | -$20.04万 | 清仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $0 | 0.00% | 0 | -11,459 | -100.0% | -$19.95万 | 清仓 |
| INR | INFINITY NAT RES INC COM CL A | $0 | 0.00% | 0 | -10,721 | -100.0% | -$18.88万 | 清仓 |
| — | LEGGETT & PLATT INC COM | $0 | 0.00% | 0 | -11,953 | -100.0% | -$11.81万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | $0 | 0.00% | 0 | -22,062 | -100.0% | -$9.77万 | 清仓 |
| SNAP | SNAP INC CL A | $0 | 0.00% | 0 | -10,192 | -100.0% | -$4.69万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $0 | 0.00% | 0 | -10,017 | -100.0% | -$3.53万 | 清仓 |