13F 机构持仓

FourThought Financial Partners, LLC

VENICE FL · SEC CIK 0001956790

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 4.2%
AVGO 4.0%
NVDA 3.0%
CVX 2.5%
VOO 2.4%
AAPL 2.2%
AMT 2.2%
NEE 2.0%
KLAC 2.0%
JPM 1.8%

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
ISRG INTUITIVE SURGICAL INC COM NEW $00.00%0 -390-100.0% -$22.09万 清仓
LPLA LPL FINL HLDGS INC COM $00.00%0 -618-100.0% -$22.07万 清仓
— WARNER BROS DISCOVERY INC COM SER A $00.00%0 -7,576-100.0% -$21.83万 清仓
WRBY WARBY PARKER INC CL A COM $00.00%0 -9,966-100.0% -$21.72万 清仓
— ARCOSA INC COM $00.00%0 -2,024-100.0% -$21.52万 清仓
YOU CLEAR SECURE INC COM CL A $00.00%0 -6,112-100.0% -$21.44万 清仓
PZZA PAPA JOHNS INTL INC COM $00.00%0 -5,551-100.0% -$21.37万 清仓
BOOT BOOT BARN HLDGS INC COM $00.00%0 -1,209-100.0% -$21.34万 清仓
PODD INSULET CORP COM $00.00%0 -750-100.0% -$21.32万 清仓
IGM ISHARES EXPANDED TECH SECTOR ETF $00.00%0 —— — 申报中断
OI O-I GLASS INC COM $00.00%0 -14,413-100.0% -$21.27万 清仓
XEL XCEL ENERGY INC COM $00.00%0 -2,872-100.0% -$21.21万 清仓
EPAM EPAM SYS INC COM $00.00%0 -1,034-100.0% -$21.18万 清仓
MLM MARTIN MARIETTA MATLS INC COM $00.00%0 -339-100.0% -$21.11万 清仓
RJF RAYMOND JAMES FINL INC COM $00.00%0 -1,306-100.0% -$20.97万 清仓
LULU LULULEMON ATHLETICA INC COM $00.00%0 -1,002-100.0% -$20.82万 清仓
LCID LUCID GROUP INC COM NEW $00.00%0 -19,691-100.0% -$20.81万 清仓
CP CANADIAN PACIFIC KANSAS CITY COM $00.00%0 -2,811-100.0% -$20.70万 清仓
ALKT ALKAMI TECHNOLOGY INC COM $00.00%0 -8,968-100.0% -$20.69万 清仓
ATEN A10 NETWORKS INC COM $00.00%0 -11,591-100.0% -$20.50万 清仓
ACEL ACCEL ENTERTAINMENT INC COM CL A1 $00.00%0 -17,907-100.0% -$20.43万 清仓
HRI HERC HLDGS INC COM $00.00%0 -1,372-100.0% -$20.36万 清仓
CNO CNO FINL GROUP INC COM $00.00%0 —— — 申报中断
UI UBIQUITI INC COM $00.00%0 -364-100.0% -$20.14万 清仓
PCT PURECYCLE TECHNOLOGIES INC COM $00.00%0 -22,999-100.0% -$19.76万 清仓
KIDS ORTHOPEDIATRICS CORP COM $00.00%0 -11,096-100.0% -$19.71万 清仓
SITC SITE CTRS CORP COM $00.00%0 -30,310-100.0% -$19.46万 清仓
CIFR CIPHER MINING INC COM $00.00%0 -12,997-100.0% -$19.18万 清仓
EH EHANG HLDGS LTD ADS $00.00%0 -14,429-100.0% -$19.02万 清仓
PLSE PULSE BIOSCIENCES INC COM $00.00%0 -13,724-100.0% -$18.84万 清仓
TU TELUS CORPORATION COM $00.00%0 -13,649-100.0% -$17.98万 清仓
ARCO ARCOS DORADOS HOLDINGS INC SHS CLASS -A - $00.00%0 -23,458-100.0% -$17.22万 清仓
ANGO ANGIODYNAMICS INC COM $00.00%0 -13,168-100.0% -$16.91万 清仓
XRAY DENTSPLY SIRONA INC COM $00.00%0 -14,692-100.0% -$16.79万 清仓
ACHR ARCHER AVIATION INC COM CL A $00.00%0 -22,059-100.0% -$16.59万 清仓
TMC TMC THE METALS COMPANY INC COM $00.00%0 -26,518-100.0% -$16.36万 清仓
PBI PITNEY BOWES INC COM $00.00%0 -14,817-100.0% -$15.66万 清仓
GILT GILAT SATELLITE NETWORKS LTD SHS NEW $00.00%0 -11,919-100.0% -$15.42万 清仓
SOUN SOUNDHOUND AI INC CLASS A COM $00.00%0 -14,600-100.0% -$14.56万 清仓
SBH SALLY BEAUTY HLDGS INC COM $00.00%0 -10,156-100.0% -$14.48万 清仓
CERT CERTARA INC COM $00.00%0 -16,260-100.0% -$14.33万 清仓
SHLS SHOALS TECHNOLOGIES GROUP INC CL A $00.00%0 -16,747-100.0% -$14.23万 清仓
RXST RXSIGHT INC COM $00.00%0 -12,972-100.0% -$13.52万 清仓
EMBC EMBECTA CORP COMMON STOCK $00.00%0 -10,872-100.0% -$12.92万 清仓
AHCO ADAPTHEALTH CORP COMMON STOCK $00.00%0 -12,210-100.0% -$12.16万 清仓
FINV FINVOLUTION GROUP SPONSORED ADS $00.00%0 -22,953-100.0% -$12.00万 清仓
CRCT CRICUT INC COM CL A $00.00%0 -23,634-100.0% -$11.70万 清仓
— TERRA INNOVATUM GLOBAL NV ORD SHS $00.00%0 -24,926-100.0% -$11.52万 清仓
PSFE PAYSAFE LIMITED SHS $00.00%0 -13,763-100.0% -$11.13万 清仓
WB WEIBO CORP SPONSORED ADR $00.00%0 -10,740-100.0% -$10.98万 清仓
LILA LIBERTY LATIN AMERICA LTD COM CL A $00.00%0 -14,463-100.0% -$10.69万 清仓
ENVX ENOVIX CORPORATION COM $00.00%0 -14,522-100.0% -$10.62万 清仓
NABL N-ABLE INC COMMON STOCK $00.00%0 -13,891-100.0% -$10.39万 清仓
CGNT COGNYTE SOFTWARE LTD ORD SHS $00.00%0 -10,147-100.0% -$9.54万 清仓
MPT MEDICAL PPTYS TRUST INC COM $00.00%0 -16,777-100.0% -$8.39万 清仓
— ACV AUCTIONS INC COM CL A $00.00%0 -10,191-100.0% -$8.17万 清仓
— SPIRE GLOBAL INC COM CL A NEW $00.00%0 -10,237-100.0% -$7.68万 清仓
LILAK LIBERTY LATIN AMERICA LTD COM CL C $00.00%0 -10,106-100.0% -$7.54万 清仓
THRY THRYV HLDGS INC COM NEW $00.00%0 -12,141-100.0% -$7.35万 清仓