FourThought Financial Partners, LLC 13F 持仓 · 2026年Q2

FourThought Financial Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 392 只证券，申报市值合计 12.95 亿美元。前几大持仓：AVGO（4.39%）、MSFT（3.90%）、KLAC（3.60%）。本季前 25 大持仓中：增持 18 只、减持 7 只。

排名	代码	公司	市值	占组合	股数	变动
1	AVGO	BROADCOM INC COM	$56.9M	4.39%	150,618	增持
2	MSFT	MICROSOFT CORP COM	$50.5M	3.90%	135,248	增持
3	KLAC	KLA CORP COM NEW	$46.6M	3.60%	154,342	增持
4	NVDA	NVIDIA CORPORATION COM	$39.7M	3.07%	198,607	减持
5	VOO	VANGUARD S&P 500 ETF	$34.5M	2.66%	50,233	增持
6	AAPL	APPLE INC COM	$30.0M	2.32%	103,715	增持
7	ASML	ASML HLDG NV N Y REGISTRY SHS	$28.1M	2.17%	14,113	减持
8	AMAT	APPLIED MATLS INC COM	$27.6M	2.13%	38,231	减持
9	AMZN	AMAZON COM INC COM	$24.5M	1.89%	102,598	增持
10	JPM	JPMORGAN CHASE & CO COM	$23.7M	1.83%	72,550	增持
11	CVX	CHEVRON CORPORATION COM	$23.5M	1.82%	141,961	增持
12	V	VISA INC COM CL A	$23.5M	1.81%	68,477	增持
13	NEE	NEXTERA ENERGY INC COM	$23.3M	1.80%	265,529	增持
14	GOOGL	ALPHABET INC CAP STK CL A	$21.5M	1.66%	60,051	减持
15	TSM	TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	$20.0M	1.54%	41,856	减持
16	AMT	AMERICAN TOWER CORP COM	$18.7M	1.45%	114,521	减持
17	PEP	PEPSICO INC COM	$18.3M	1.41%	135,150	增持
18	CB	CHUBB LIMITED COM	$17.2M	1.32%	50,334	增持
19	DGRO	ISHARES CORE DIVIDEND GROWTH ETF	$17.1M	1.32%	224,977	减持
20	LMT	LOCKHEED MARTIN CORP COM	$15.7M	1.21%	30,728	增持
21	VONG	VANGUARD RUSSELL 1000 GROWTH ETF	$15.6M	1.20%	121,814	增持
22	CMCSA	COMCAST CORP NEW CL A	$15.4M	1.19%	627,303	增持
23	MDT	MEDTRONIC PLC SHS	$15.4M	1.19%	197,434	增持
24	AZN	ASTRAZENECA PLC ORD	$15.3M	1.18%	80,917	增持
25	VONV	VANGUARD RUSSELL 1000 VALUE ETF	$15.0M	1.16%	140,863	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR