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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC COM | $5,689.59万 | 4.39% | 150,618 | 422 | 0.3% | $15.94万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $5,045.02万 | 3.90% | 135,248 | 3,122 | 2.4% | $116.46万 | 加仓 |
| KLAC | KLA CORP COM NEW | $4,656.66万 | 3.60% | 154,342 | -3,208 | -2.0% | -$96.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $3,973.94万 | 3.07% | 198,607 | -829 | -0.4% | -$16.59万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $3,450.04万 | 2.66% | 50,233 | 4,021 | 8.7% | $276.17万 | 加仓 |
| AAPL | APPLE INC COM | $3,001.10万 | 2.32% | 103,715 | 1,012 | 1.0% | $29.28万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2,807.78万 | 2.17% | 14,113 | -877 | -5.9% | -$174.48万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $2,764.07万 | 2.13% | 38,231 | -2,754 | -6.7% | -$199.11万 | 减仓 |
| AMZN | AMAZON COM INC COM | $2,445.32万 | 1.89% | 102,598 | 2,029 | 2.0% | $48.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,374.79万 | 1.83% | 72,550 | 35 | 0.0% | $1.15万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $2,353.14万 | 1.82% | 141,961 | 873 | 0.6% | $14.47万 | 加仓 |
| V | VISA INC COM CL A | $2,349.36万 | 1.81% | 68,477 | 2,430 | 3.7% | $83.37万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $2,330.55万 | 1.80% | 265,529 | 14,174 | 5.6% | $124.41万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,146.04万 | 1.66% | 60,051 | -1,970 | -3.2% | -$70.40万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,998.90万 | 1.54% | 41,856 | -1,864 | -4.3% | -$89.02万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $1,873.23万 | 1.45% | 114,521 | -30,254 | -20.9% | -$494.87万 | 减仓 |
| PEP | PEPSICO INC COM | $1,829.93万 | 1.41% | 135,150 | 2,795 | 2.1% | $37.84万 | 加仓 |
| CB | CHUBB LIMITED COM | $1,715.06万 | 1.32% | 50,334 | 1,060 | 2.2% | $36.12万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,705.10万 | 1.32% | 224,977 | -347 | -0.2% | -$2.63万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1,565.46万 | 1.21% | 30,728 | 293 | 1.0% | $14.93万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1,556.91万 | 1.20% | 121,814 | 3,769 | 3.2% | $48.17万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,544.53万 | 1.19% | 197,434 | 4,372 | 2.3% | $34.20万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $1,540.03万 | 1.19% | 627,303 | 14,953 | 2.4% | $36.71万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $1,534.34万 | 1.18% | 80,917 | 1,430 | 1.8% | $27.12万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $1,497.51万 | 1.16% | 140,863 | 1,159 | 0.8% | $12.32万 | 加仓 |
| LOW | LOWES COS INC COM | $1,437.54万 | 1.11% | 65,198 | 1,264 | 2.0% | $27.87万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $1,407.00万 | 1.09% | 15,041 | 141 | 0.9% | $13.19万 | 加仓 |
| CAT | CATERPILLAR INC COM | $1,369.77万 | 1.06% | 12,863 | -14 | -0.1% | -$1.49万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $1,262.81万 | 0.98% | 43,073 | 722 | 1.7% | $21.17万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $1,259.64万 | 0.97% | 24,732 | 772 | 3.2% | $39.32万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1,249.23万 | 0.96% | 28,829 | -514 | -1.8% | -$22.27万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $1,245.07万 | 0.96% | 137,213 | 8,399 | 6.5% | $76.21万 | 加仓 |
| AMGN | AMGEN INC COM | $1,171.86万 | 0.90% | 32,361 | 158 | 0.5% | $5.72万 | 加仓 |
| NDAQ | NASDAQ INC COM | $1,139.65万 | 0.88% | 144,589 | 2,661 | 1.9% | $20.97万 | 加仓 |
| QCOM | QUALCOMM INC COM | $1,090.33万 | 0.84% | 59,004 | 497 | 0.8% | $9.18万 | 加仓 |
| BLK | BLACKROCK INC COM | $1,049.19万 | 0.81% | 10,911 | -158 | -1.4% | -$15.19万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $1,021.68万 | 0.79% | 69,673 | 4,465 | 6.8% | $65.47万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,010.63万 | 0.78% | 17,942 | 732 | 4.3% | $41.23万 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $974.46万 | 0.75% | 28,769 | -598 | -2.0% | -$20.26万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $947.62万 | 0.73% | 38,487 | 374 | 1.0% | $9.21万 | 加仓 |
| CME | CME GROUP INC COM | $930.81万 | 0.72% | 42,151 | 931 | 2.3% | $20.56万 | 加仓 |
| MSCI | MSCI INC COM | $891.57万 | 0.69% | 15,920 | 716 | 4.7% | $40.10万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $832.91万 | 0.64% | 23,573 | -83 | -0.4% | -$2.93万 | 减仓 |
| FTNT | FORTINET INC COM | $823.45万 | 0.64% | 53,603 | 532 | 1.0% | $8.17万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $799.41万 | 0.62% | 10,856 | -102 | -0.9% | -$7.51万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $763.87万 | 0.59% | 71,745 | 14,204 | 24.7% | $151.23万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $755.91万 | 0.58% | 7,474 | -74 | -1.0% | -$7.48万 | 减仓 |
| CSCO | CISCO SYS INC COM | $751.37万 | 0.58% | 63,968 | -2,883 | -4.3% | -$33.86万 | 减仓 |
| PLD | PROLOGIS INC. COM | $743.61万 | 0.57% | 54,891 | 216 | 0.4% | $2.93万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $737.28万 | 0.57% | 178,735 | 37,554 | 26.6% | $154.91万 | 加仓 |
| LLY | ELI LILLY & CO COM | $707.58万 | 0.55% | 5,899 | 323 | 5.8% | $38.74万 | 加仓 |
| CI | THE CIGNA GROUP COM | $701.61万 | 0.54% | 25,450 | 935 | 3.8% | $25.78万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $681.36万 | 0.53% | 13,266 | 354 | 2.7% | $18.18万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $677.24万 | 0.52% | 184,233 | 4,667 | 2.6% | $17.16万 | 加仓 |
| WMT | WALMART INC COM | $666.83万 | 0.51% | 58,876 | -275 | -0.5% | -$3.11万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $660.39万 | 0.51% | 11,368 | -233 | -2.0% | -$13.54万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $635.85万 | 0.49% | 24,870 | -906 | -3.5% | -$23.16万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $633.88万 | 0.49% | 199,899 | 17,584 | 9.6% | $55.76万 | 加仓 |
| NOW | SERVICENOW INC COM | $625.01万 | 0.48% | 62,955 | 7,907 | 14.4% | $78.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $617.34万 | 0.48% | 12,337 | 1,006 | 8.9% | $50.34万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $582.66万 | 0.45% | 32,446 | -289 | -0.9% | -$5.19万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $573.41万 | 0.44% | 3,378 | 168 | 5.2% | $28.52万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $562.69万 | 0.43% | 11,223 | 539 | 5.0% | $27.02万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $555.68万 | 0.43% | 98,646 | 3,682 | 3.9% | $20.74万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $554.43万 | 0.43% | 72,846 | 6 | 0.0% | $457 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $539.65万 | 0.42% | 54,522 | -4,627 | -7.8% | -$45.80万 | 减仓 |
| CSX | CSX CORP COM | $525.17万 | 0.41% | 110,493 | 504 | 0.5% | $2.40万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $522.75万 | 0.40% | 38,235 | 38,235 | — | $522.75万 | 新建仓 |
| SLDE | SLIDE INS HLDGS INC COM | $514.29万 | 0.40% | 265,506 | -10,000 | -3.6% | -$19.37万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $489.51万 | 0.38% | 102,109 | 8,710 | 9.3% | $41.76万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $471.45万 | 0.36% | 15,817 | -368 | -2.3% | -$10.97万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $460.88万 | 0.36% | 36,411 | 1,716 | 4.9% | $21.72万 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $452.06万 | 0.35% | 25,473 | 2,581 | 11.3% | $45.80万 | 加仓 |
| CRM | SALESFORCE INC COM | $450.84万 | 0.35% | 28,778 | 1,364 | 5.0% | $21.37万 | 加仓 |
| HON | HONEYWELL INTL INC COM | $443.41万 | 0.34% | 19,804 | -19,000 | -49.0% | -$425.41万 | 减仓 |
| CCI | CROWN CASTLE INC COM | $442.21万 | 0.34% | 58,394 | -2,168 | -3.6% | -$16.42万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $437.74万 | 0.34% | 19,800 | 19,800 | — | $437.74万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $432.43万 | 0.33% | 76,563 | 2,004 | 2.7% | $11.32万 | 加仓 |
| ABBV | ABBVIE INC COM | $428.58万 | 0.33% | 17,032 | 404 | 2.4% | $10.17万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $426.77万 | 0.33% | 5,715 | -80 | -1.4% | -$5.97万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $421.49万 | 0.33% | 83,331 | 10,001 | 13.6% | $50.59万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $420.69万 | 0.32% | 39,090 | 3,905 | 11.1% | $42.03万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $410.40万 | 0.32% | 13,546 | 335 | 2.5% | $10.15万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $404.35万 | 0.31% | 185,482 | 31,298 | 20.3% | $68.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $380.11万 | 0.29% | 14,967 | -61 | -0.4% | -$1.55万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $375.48万 | 0.29% | 45,601 | 13,580 | 42.4% | $111.82万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $371.16万 | 0.29% | 49,927 | -121 | -0.2% | -$8,995 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $368.64万 | 0.28% | 24,856 | -313 | -1.2% | -$4.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $364.84万 | 0.28% | 86,169 | 736 | 0.9% | $3.12万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $346.47万 | 0.27% | 109,606 | 33,786 | 44.6% | $106.80万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $324.26万 | 0.25% | 4,249 | -277 | -6.1% | -$21.14万 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $320.92万 | 0.25% | 138,565 | 15,215 | 12.3% | $35.24万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $318.61万 | 0.25% | 26,657 | -19,031 | -41.7% | -$227.46万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $308.33万 | 0.24% | 24,777 | 4,316 | 21.1% | $53.71万 | 加仓 |
| ADBE | ADOBE INC COM | $305.13万 | 0.24% | 14,883 | 2,027 | 15.8% | $41.56万 | 加仓 |
| AOS | SMITH A O CORP COM | $302.28万 | 0.23% | 48,195 | 3,439 | 7.7% | $21.57万 | 加仓 |
| INTU | INTUIT COM | $294.22万 | 0.23% | 11,273 | 1,203 | 11.9% | $31.40万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $291.24万 | 0.22% | 210,588 | -1,118 | -0.5% | -$1.55万 | 减仓 |
| HD | HOME DEPOT INC COM | $287.09万 | 0.22% | 8,140 | 345 | 4.4% | $12.17万 | 加仓 |
| ZTS | ZOETIS INC CL A | $276.88万 | 0.21% | 38,531 | 8,233 | 27.2% | $59.16万 | 加仓 |