13FBOX
FourThought Financial Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

FourThought Financial Partners, LLC

No.2331 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$12.95亿
环比变动 Q1 2026
+$1.36亿+11.7%
持仓股票数
393
新买入
54
加仓
174
减仓
138
清仓
45
持股不变
27
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
博通AVGO
4.39%4.01%$5,689.6万15.1万股$4,648.7万15.0万股+422股+0.28%加仓
微软MSFT
3.9%4.22%$5,045.0万13.5万股$4,890.9万13.2万股+3,122股+2.36%加仓
科磊KLAC
3.6%2%$4,656.7万15.4万股$2,319.8万1.6万股+13.9万股+879.64%加仓
英伟达NVDA
3.07%3%$3,973.9万19.9万股$3,478.2万19.9万股-829股-0.42%减仓
V先锋领航指数基金VOO
2.66%2.38%$3,450.0万5.0万股$2,761.4万4.6万股+4,021股+8.70%加仓
苹果AAPL
2.32%2.25%$3,001.1万10.4万股$2,606.5万10.3万股+1,012股+0.99%加仓
阿斯麦ASML
2.17%1.71%$2,807.8万1.4万股$1,980.0万1.5万股-877股-5.85%减仓
应用材料AMAT
2.13%1.21%$2,764.1万3.8万股$1,400.8万4.1万股-2,754股-6.72%减仓
亚马逊AMZN
1.89%1.81%$2,445.3万10.3万股$2,094.5万10.1万股+2,029股+2.02%加仓
摩根大通JPM
1.83%1.84%$2,374.8万7.3万股$2,133.1万7.3万股+35股+0.05%加仓
雪佛龙CVX
1.82%2.52%$2,353.1万14.2万股$2,919.1万14.1万股+873股+0.62%加仓
VisaV
1.81%1.72%$2,349.4万6.8万股$1,996.2万6.6万股+2,430股+3.68%加仓
N新纪元能源NEE
1.8%2.01%$2,330.5万26.6万股$2,334.6万25.1万股+1.4万股+5.64%加仓
谷歌AGOOGL
1.66%1.54%$2,146.0万6.0万股$1,783.5万6.2万股-1,970股-3.18%减仓
台积电TSM
1.54%1.27%$1,998.9万4.2万股$1,477.5万4.4万股-1,864股-4.26%减仓
AMERICAN TOWER COMAMT
1.45%2.16%$1,873.2万11.5万股$2,498.5万14.5万股-3.0万股-20.90%减仓
百事可乐PEP
1.41%1.77%$1,829.9万13.5万股$2,055.3万13.2万股+2,795股+2.11%加仓
CHUBB LIMITEDCB
1.32%1.39%$1,715.1万5.0万股$1,606.0万4.9万股+1,060股+2.15%加仓
IiShares安硕信托DGRO
1.32%1.36%$1,705.1万22.5万股$1,581.3万22.5万股-347股-0.15%减仓
洛克希德马丁LMT
1.21%1.59%$1,565.5万3.1万股$1,839.5万3.0万股+293股+0.96%加仓
V先锋领航斯科茨代尔基金VONG
1.2%1.12%$1,556.9万12.2万股$1,294.8万11.8万股+3,769股+3.19%加仓
美敦力MDT
1.19%1.44%$1,544.5万19.7万股$1,672.9万19.3万股+4,372股+2.26%加仓
COMCAST NEW CL ACMCSA
1.19%1.52%$1,540.0万62.7万股$1,758.1万61.2万股+1.5万股+2.44%加仓
阿斯利康AZN
1.18%1.35%$1,534.3万8.1万股$1,567.6万7.9万股+1,430股+1.80%加仓
V先锋领航斯科茨代尔基金VONV
1.16%1.13%$1,497.5万14.1万股$1,309.6万14.0万股+1,159股+0.83%加仓
LOWES COS COMLOW
1.11%1.3%$1,437.5万6.5万股$1,510.6万6.4万股+1,264股+1.98%加仓
好市多COST
1.09%1.28%$1,407.0万1.5万股$1,484.7万1.5万股+141股+0.95%加仓
卡特彼勒CAT
1.06%0.79%$1,369.8万1.3万股$912.3万1.3万股-14股-0.11%减仓
空气化工APD
0.98%1.06%$1,262.8万4.3万股$1,230.3万4.2万股+722股+1.70%加仓
NORTHROP GRUMMAN COMNOC
0.97%1.41%$1,259.6万2.5万股$1,634.6万2.4万股+772股+3.22%加仓
泛林集团LRCX
0.96%0.54%$1,249.2万2.9万股$626.9万2.9万股-514股-1.75%减仓
雅培ABT
0.96%1.14%$1,245.1万13.7万股$1,322.5万12.9万股+8,399股+6.52%加仓
AMGEN COMAMGN
0.9%0.98%$1,171.9万3.2万股$1,133.1万3.2万股+158股+0.49%加仓
N纳斯达克NDAQ
0.88%1.04%$1,139.7万14.5万股$1,204.8万14.2万股+2,661股+1.87%加仓
Q高通QCOM
0.84%0.65%$1,090.3万5.9万股$753.5万5.9万股+497股+0.85%加仓
贝莱德·INC COMBLK
0.81%0.92%$1,049.2万1.1万股$1,064.5万1.1万股-158股-1.43%减仓
宝洁PG
0.79%0.81%$1,021.7万7.0万股$941.9万6.5万股+4,465股+6.85%加仓
Meta平台META
0.78%0.85%$1,010.6万1.8万股$984.6万1.7万股+732股+4.25%加仓
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
0.75%0.75%$974.5万2.9万股$866.7万2.9万股-598股-2.04%减仓
PPNC FINL SVCS COMVXF
0.73%0.68%$947.6万3.8万股$793.1万3.8万股+374股+0.98%加仓
芝加哥商品交易所CME
0.72%1.05%$930.8万4.2万股$1,217.4万4.1万股+931股+2.26%加仓
明晟MSCI
0.69%0.71%$891.6万1.6万股$819.5万1.5万股+716股+4.71%加仓
AAlphabet Inc Class CGOOG
0.64%0.59%$832.9万2.4万股$678.6万2.4万股-83股-0.35%减仓
飞塔FTNT
0.64%0.37%$823.4万5.4万股$433.7万5.3万股+532股+1.00%加仓
I景顺QQQ信托VOO
0.62%0.55%$799.4万1.1万股$632.5万1.1万股-102股-0.93%减仓
IiShares安硕信托GVI
0.59%0.53%$763.9万7.2万股$612.8万5.8万股+1.4万股+24.69%加仓
高盛GS
0.58%0.55%$755.9万7,474股$638.5万7,548股-74股-0.98%减仓
思科CSCO
0.58%0.45%$751.4万6.4万股$518.7万6.7万股-2,883股-4.31%减仓
PPROLOGIS COMPLD
0.57%0.62%$743.6万5.5万股$722.7万5.5万股+216股+0.40%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.57%0.47%$737.3万17.9万股$550.0万14.1万股+3.8万股+26.60%加仓

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