4Thought Financial Group Inc.
CIK 1840261 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $212.8M
- 持仓
- 99
- 截至
- 2026年6月30日
按 13F 价值排名第 6263（共 9443） · 前 66.3%
投资组合价值同比（季度）：+5.2% 13F不披露现金
- 前十大持仓权重
- 69.41%
- 前二十五大持仓权重
- 94.11%
- 持仓高于 1%
- 20
- 有效持仓数量
- 8.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 9.72% 估计买入 $22610461 · 卖出 $20178499
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 89.2% 仍持有
- 新仓位
- 0
- 增加
- 51
- 减少
- 45
- 已结清
- 2
本页内容
行业细分
Technology
0.4%
Consumer Staples
0.1%
其他/未映射
99.5%
完整投资组合 99 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $63088103 | 29.65% | 84481 | $4705350 | 下跌 ×1 | ||
| IVV | $14952949 | 7.03% | 19967 | $-4088258 | 下跌 ×4 | ||
| VO | $12124643 | 5.70% | 150486 | $155854 | 上涨 ×1 | ||
| IJR | $11999736 | 5.64% | 80910 | $4143 | 下跌 ×4 | ||
| EFA | $9618686 | 4.52% | 92594 | $948620 | 上涨 ×1 | ||
| VWO | $9553465 | 4.49% | 160051 | $987799 | 上涨 ×3 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $7417509 | 3.49% | 85831 | $3737545 | 上涨 ×2 | ||
| IBDS | $6329484 | 2.97% | 261333 | $1074073 | 上涨 ×4 | ||
| IBDV | $6320583 | 2.97% | 289935 | $1090297 | 上涨 ×1 | ||
| IBDX | $6304450 | 2.96% | 250276 | $1122169 | 上涨 ×1 | ||
| IBDW | $6285811 | 2.95% | 301622 | $1164566 | 上涨 ×1 | ||
| IBDR | $5505283 | 2.59% | 227209 | $1031041 | 上涨 ×1 | ||
| IBDT | $5433283 | 2.55% | 215180 | $1017059 | 上涨 ×4 | ||
| IBDU | $5407236 | 2.54% | 233473 | $1065745 | 上涨 ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $4898773 | 2.30% | 65100 | $378983 | 上涨 ×6 | ||
| IBDZ | $4817577 | 2.26% | 184936 | $280770 | 上涨 ×6 | ||
| IBCA | $4790319 | 2.25% | 187049 | $188808 | 上涨 ×1 | ||
| IBDY | $4787505 | 2.25% | 185959 | $246298 | 上涨 ×6 | ||
| IEMG | $2574202 | 1.21% | 31074 | $-628356 | 下跌 ×4 | ||
| IEFA | $2529162 | 1.19% | 26187 | $-693825 | 下跌 ×4 | ||
| VTV | $1708200 | 0.80% | 7838 | $159959 | 下跌 ×2 | ||
| BKLN | $1141986 | 0.54% | 56062 | $47802 | 上涨 ×3 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $897325 | 0.42% | 44062 | $29184 | 上涨 ×3 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $895040 | 0.42% | 45841 | $30624 | 上涨 ×3 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $890882 | 0.42% | 47961 | $27674 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $593471 | 0.28% | 2051 | $64826 | 下跌 ×1 | ||
| IWF | $557080 | 0.26% | 4486 | $7871 | 上涨 ×2 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $527153 | 0.25% | 22965 | $15855 | 上涨 ×1 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $449291 | 0.21% | 20662 | $21855 | 上涨 ×1 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $447202 | 0.21% | 20013 | $19037 | 上涨 ×1 | ||
| BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF | $439084 | 0.21% | 17011 | $24079 | 上涨 ×1 | ||
| BSJV Invesco BulletShares 2031 High Yield Corporate Bond ETF | $436952 | 0.21% | 16646 | $24395 | 上涨 ×1 | ||
| BSJX Invesco BulletShares 2033 High Yield Corporate Bond ETF | $436534 | 0.21% | 17344 | $24356 | 上涨 ×1 | ||
| BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $435926 | 0.20% | 20631 | $22320 | 上涨 ×1 | ||
| BSJW Invesco BulletShares 2032 High Yield Corporate Bond ETF | $433346 | 0.20% | 17132 | $21730 | 上涨 ×1 | ||
| IBIC | $368197 | 0.17% | 14113 | $11938 | 上涨 ×1 | ||
| IBID | $366410 | 0.17% | 13964 | $13996 | 上涨 ×1 | ||
| IBIE | $364581 | 0.17% | 13862 | $12925 | 上涨 ×1 | ||
| IBIK | $364351 | 0.17% | 14073 | $14118 | 上涨 ×1 | ||
| IBIH | $364336 | 0.17% | 13858 | $13286 | 上涨 ×1 | ||
| IBIJ | $363887 | 0.17% | 13945 | $13645 | 上涨 ×1 | ||
| IBIF | $363841 | 0.17% | 13840 | $12810 | 上涨 ×1 | ||
| IBII | $363827 | 0.17% | 13994 | $13088 | 上涨 ×1 | ||
| IBIL | $363803 | 0.17% | 14186 | $14297 | 上涨 ×1 | ||
| IBIG | $363309 | 0.17% | 13835 | $11982 | 上涨 ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $301018 | 0.14% | 3121 | $22038 | 上涨 ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $293191 | 0.14% | 5069 | $3579 | 上涨 ×6 | ||
| WIP | $291766 | 0.14% | 7407 | $12904 | 上涨 ×1 | ||
| DSI | $269714 | 0.13% | 1894 | $19952 | 下跌 ×1 | ||
| SPYX | $268935 | 0.13% | 4402 | $18284 | 下跌 ×1 | ||
| BWX | $262313 | 0.12% | 12099 | $5989 | 上涨 ×1 | ||
| EAGG | $245868 | 0.12% | 5186 | $8647 | 上涨 ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $243795 | 0.11% | 9756 | $4941 | 上涨 ×5 | ||
| VTI | $232441 | 0.11% | 628 | $26693 | 下跌 ×1 | ||
| RSSS Research Solutions, Inc - Common Stock | $193501 | 0.09% | 83406 | $5004 | |||
| VGK | $169238 | 0.08% | 1911 | $10085 | 下跌 ×2 | ||
| NUHY | $123328 | 0.06% | 5754 | $4829 | 上涨 ×1 | ||
| GXC | $111219 | 0.05% | 1285 | $-10502 | 下跌 ×1 | ||
| ETHO | $97724 | 0.05% | 1212 | $14478 | 下跌 ×3 | ||
| ESML | $84115 | 0.04% | 1504 | $13023 | 下跌 ×5 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $81330 | 0.04% | 1487 | $12003 | 下跌 ×6 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $78817 | 0.04% | 767 | $9245 | 上涨 ×1 | ||
| VB | $66997 | 0.03% | 221 | $-1042946 | 下跌 ×1 | ||
| UUP | $63176 | 0.03% | 2224 | $-2895 | 下跌 ×1 | ||
| EWX | $63086 | 0.03% | 849 | $6078 | 下跌 ×1 | ||
| VNQ | $55471 | 0.03% | 575 | $3663 | 下跌 ×1 | ||
| STCE | $47806 | 0.02% | 683 | $6948 | 下跌 ×1 | ||
| GLD | $46138 | 0.02% | 125 | $10979 | 上涨 ×1 | ||
| GNR | $45748 | 0.02% | 680 | $-13271 | 下跌 ×2 | ||
| IEUS iShares MSCI Europe Small-Cap ETF | $40186 | 0.02% | 581 | $1562 | 下跌 ×2 | ||
| EWJ | $32071 | 0.02% | 344 | $2528 | 下跌 ×2 | ||
| INDA | $27644 | 0.01% | 560 | $818 | 下跌 ×1 | ||
| ECNS | $26412 | 0.01% | 938 | $-4362 | 下跌 ×1 | ||
| ASEA | $24477 | 0.01% | 1248 | $-350 | 下跌 ×1 | ||
| EWY | $22210 | 0.01% | 110 | $8407 | 下跌 ×3 | ||
| AFK | $18606 | 0.01% | 724 | $-437 | 下跌 ×3 | ||
| SCHC | $18261 | 0.01% | 379 | $117 | 下跌 ×2 | ||
| EWC | $17338 | 0.01% | 301 | $575 | 下跌 ×4 | ||
| EWZ | $14662 | 0.01% | 425 | $-1876 | 下跌 ×3 | ||
| EWA | $13583 | 0.01% | 482 | $53 | 下跌 ×1 | ||
| EWW | $13400 | 0.01% | 178 | $-82 | 下跌 ×3 | ||
| VUSE | $12542 | 0.01% | 173 | $-128 | 下跌 ×1 | ||
| CRBN | $12374 | 0.01% | 49 | $-10 | 下跌 ×2 | ||
| SDG iShares MSCI Global Sustainable Development Goals ETF | $12142 | 0.01% | 136 | $-508 | 下跌 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $10721 | 0.01% | 15 | $-972218 | 下跌 ×1 | ||
| VT | $10538 | 0.00% | 67 | $2028 | 上涨 ×4 | ||
| EWT | $9203 | 0.00% | 85 | $3059 | 下跌 ×3 | ||
| TUR iShares MSCI Turkey ETF | $9169 | 0.00% | 236 | $-52 | 下跌 ×2 | ||
| KSA | $8681 | 0.00% | 233 | $-670 | 下跌 ×1 | ||
| IJH | $7026 | 0.00% | 91 | $-2067503 | 下跌 ×2 | ||
| EPOL | $6752 | 0.00% | 175 | $257 | 下跌 ×3 | ||
| BSV | $5139 | 0.00% | 66 | $673 | 上涨 ×6 | ||
| EIS | $4019 | 0.00% | 33 | $94 | 下跌 ×2 | ||
| UAE iShares MSCI UAE ETF | $3931 | 0.00% | 207 | $133 | 上涨 ×6 | ||
| EWH | $2659 | 0.00% | 127 | $-260 | 上涨 ×1 | ||
| ECH | $2106 | 0.00% | 53 | $-32 | 下跌 ×3 | ||
| EPU | $2050 | 0.00% | 25 | $55 | |||
| ENZL iShares MSCI New Zealand ETF | $1819 | 0.00% | 41 | $45 | 下跌 ×1 | ||
| QAT iShares MSCI Qatar ETF | $1561 | 0.00% | 87 | $-50 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VWO | $9553465 | 4.49% | 上涨 ×3 |
| IBDS | $6329484 | 2.97% | 上涨 ×4 |
| IBDT | $5433283 | 2.55% | 上涨 ×4 |
| VCLT | $4898773 | 2.30% | 上涨 ×6 |
| IBDZ | $4817577 | 2.26% | 上涨 ×6 |
| IBDY | $4787505 | 2.25% | 上涨 ×6 |
| BKLN | $1141986 | 0.54% | 上涨 ×3 |
| BSCS | $897325 | 0.42% | 上涨 ×3 |
| BSCQ | $895040 | 0.42% | 上涨 ×3 |
| BSCT | $890882 | 0.42% | 上涨 ×3 |
| MDLZ | $293191 | 0.14% | 上涨 ×6 |
| SUSB | $243795 | 0.11% | 上涨 ×5 |
| VT | $10538 | 0.00% | 上涨 ×4 |
| BSV | $5139 | 0.00% | 上涨 ×6 |
| UAE | $3931 | 0.00% | 上涨 ×6 |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SPY | 削减 | -5K | +$4.7M |
| IVV | 削减 | -9K | -$4.1M |
| TLT | 增持 | +43K | +$3.7M |
| IBDW | 增持 | +57K | +$1.2M |
| IBDX | 增持 | +45K | +$1.1M |
| IBDV | 增持 | +51K | +$1.1M |
| IBDS | 增持 | +45K | +$1.1M |
| IBDU | 增持 | +47K | +$1.1M |
| IBDR | 增持 | +43K | +$1.0M |
| IBDT | 增持 | +41K | +$1.0M |
2 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| IBDQ | 2025年12月31日 | 173031 | $4358639 | 不再跟踪 |
| BSCP | 2025年12月31日 | 36898 | $763440 | 不再跟踪 |
| BSJP | 2025年12月31日 | 22126 | $510233 | 不再跟踪 |
| JNK | 2026年3月31日 | 3223 | $313320 | 不再跟踪 |
| TIP | 2026年3月31日 | 2575 | $282997 | 不再跟踪 |
| DBEU | 2025年12月31日 | 3193 | $147048 | 不再跟踪 |
| FM | 2025年3月31日 | 2612 | $70886 | 不再跟踪 |
| OPPE | 2025年12月31日 | 867 | $42378 | 不再跟踪 |
| HEWJ | 2025年12月31日 | 623 | $30703 | 不再跟踪 |
| GOOGL | 2025年9月30日 | 74 | $13040 | 40.7% |
| OPPJ | 2025年12月31日 | 199 | $8276 | |
| EPD | 2025年9月30日 | 0 | $4 | 23.1% |