FF
FourThought Financial Partners, LLC
分散投資型モメンタム追随型ハイクオリティ型
申告総資産額
$11.6億
報告対象四半期: 2026-03-31 · 銘柄数: 384
FourThought Financial Partners, LLCは最新の13F報告書で384件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$11.6億、四半期回転率は23.8%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 5.44
- 回転率
- 23.85
- モメンタム／逆張り
- 100
- セクター集中度
- 47.6
- 多様性
- 100
- ポジション規律
- 79.42
直近の動向
増加 CVX
+0.9% $788.2万
減少 DGRO
-32.8% -$746.7万
減少 TXN
-71.7% -$679.1万
減少 MSFT
+13.1% -$758.8万
増加 NEE
+7.5% $456.7万
増加 DFAI
+486.6% $458.3万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 株式-IT | 4.22% | -0.55% | +13.10% | |
| 2 | AVGO | Broadcom INC | 株式-IT | 4.01% | -0.33% | +1.17% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.00% | -0.07% | +2.46% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 2.52% | +0.72% | +0.91% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.38% | +0.23% | +13.98% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.25% | -0.23% | -5.04% | |
| 7 | AMT | American Tower CORP | 株式-不動産 | 2.16% | +0.36% | +19.41% | |
| 8 | NEE | Nextera Energy INC | 株式-公益事業 | 2.01% | +0.42% | +7.45% | |
| 9 | KLAC | Kla CORP | 株式-IT | 2.00% | +0.25% | -7.54% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.84% | -0.13% | +0.33% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.81% | — | +9.53% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.77% | +0.21% | +2.71% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.72% | -0.10% | +7.45% | |
| 14 | ASML | ASML Holding N.V. | 株式-IT | 1.71% | +0.31% | -2.92% | |
| 15 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.59% | +0.30% | -3.49% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.54% | -0.10% | -0.12% | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.52% | — | +10.03% | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 1.44% | — | +6.33% | |
| 19 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.41% | +0.23% | -2.58% | |
| 20 | CB | Chubb Limited | 株式-金融 | 1.39% | +0.19% | +8.15% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.36% | -0.61% | -32.81% | |
| 22 | AZN | AstraZeneca PLC | 株式-ヘルスケア | 1.35% | +1.35% | NEW | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.30% | — | +0.02% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.28% | +0.27% | +7.60% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.27% | +0.13% | -1.55% | |
| 26 | AMAT | Applied Materials INC | 株式-IT | 1.21% | +0.30% | -2.70% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.14% | -0.17% | +3.96% | |
| 28 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.13% | — | -1.80% | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.12% | -0.23% | -10.30% | |
| 30 | APD | Air Products & Chemicals INC | 株式-素材 | 1.06% | +0.27% | +11.22% | |
| 31 | CME | Cme Group INC | 株式-金融 | 1.05% | +0.13% | +2.92% | |
| 32 | NDAQ | Nasdaq INC | 株式-金融 | 1.04% | — | +6.04% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.98% | — | +0.72% | |
| 34 | BLK | Blackrock INC | 株式-金融 | 0.92% | -0.08% | -0.03% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | +12.11% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | +0.18% | +24.86% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.79% | +0.15% | -2.84% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.76% | +0.16% | +6.13% | |
| 39 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.75% | — | +2.30% | |
| 40 | MSCI | Msci INC | 株式-金融 | 0.71% | +0.14% | +30.24% | |
| 41 | PNC | Pnc Financial Services Group | 株式-金融 | 0.68% | — | +4.10% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.65% | -0.12% | +10.07% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | — | -1.83% | |
| 44 | PLD | Prologis INC | 株式-不動産 | 0.62% | — | +0.45% | |
| 45 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.59% | +0.11% | +1.89% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | -3.18% | |
| 47 | CI | THE Cigna Group | 株式-ヘルスケア | 0.56% | — | +19.07% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.56% | — | +9.67% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.55% | — | -2.13% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.55% | — | -1.73% |
1–50 of 384
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 384 | $11.6億 | 24 | |
| 2025-12-31 | 504 | $11.8億 | 21 | |
| 2025-09-30 | 505 | $11.4億 | 34 | |
| 2025-06-30 | 302 | $10.1億 | 0 | |
| 2025-03-31 | 318 | $9.6億 | 0 | |
| 2024-12-31 | 318 | $9.6億 | 0 | |
| 2024-09-30 | 174 | $8.4億 | 0 | |
| 2024-06-30 | 178 | $7.8億 | 0 | |
| 2024-03-31 | 329 | $8.7億 | 0 | |
| 2023-12-31 | 325 | $8.0億 | 0 | |
| 2023-09-30 | 311 | $7.2億 | 0 | |
| 2023-06-30 | 330 | $7.6億 | 0 | |
| 2023-03-31 | 324 | $7.3億 | 0 | |
| 2022-12-31 | 328 | $6.9億 | 0 |
今四半期の持株変動
FourThought Financial Partners, LLCの2026-03-31時点における主要なポジション変更： 新規購入: AstraZeneca PLC (AZN); 全売却: Astrazeneca Plc-spons Adr (AZNN); 新規購入: Ishares Short-term National (SUB); 全売却: Paypal Holdings INC (PYPL); 全売却: Alibaba Group Holding-sp Adr (BABA).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.7% | +0.91% | 増加 |
| 2 | NEE | Nextera Energy INC | +0.4% | +7.45% | 増加 |
| 3 | DFAI | Dimensional International Co | +0.4% | +486.62% | 増加 |
| 4 | AMT | American Tower CORP | +0.4% | +19.41% | 増加 |
| 5 | ASML | ASML Holding N.V. | +0.3% | -2.92% | 減少 |
| 6 | AMAT | Applied Materials INC | +0.3% | -2.70% | 減少 |
| 7 | LMT | Lockheed Martin CORP | +0.3% | -3.49% | 減少 |
| 8 | COST | Costco Wholesale CORP | +0.3% | +7.60% | 増加 |
| 9 | APD | Air Products & Chemicals INC | +0.3% | +11.22% | 増加 |
| 10 | KLAC | Kla CORP | +0.3% | -7.54% | 減少 |
| 11 | NOC | Northrop Grumman CORP | +0.2% | -2.58% | 減少 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +13.98% | 増加 |
| 13 | PEP | Pepsico INC | +0.2% | +2.71% | 増加 |
| 14 | CB | Chubb Limited | +0.2% | +8.15% | 増加 |
| 15 | PG | Procter & Gamble Co/the | +0.2% | +24.86% | 増加 |
| 16 | HON | Honeywell International INC | +0.2% | +6.13% | 増加 |
| 17 | MPC | Marathon Petroleum CORP | +0.2% | -8.88% | 減少 |
| 18 | XOM | Exxon Mobil CORP | +0.2% | -3.08% | 減少 |
| 19 | CAT | Caterpillar INC | +0.2% | -2.84% | 減少 |
| 20 | DFAS | Dimensional US Small Cap ETF | +0.1% | +226.64% | 増加 |
| 21 | MSCI | Msci INC | +0.1% | +30.24% | 増加 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.55% | 減少 |
| 23 | CME | Cme Group INC | +0.1% | +2.92% | 増加 |
| 24 | VGT | Vanguard Info Tech ETF | +0.1% | +68.02% | 増加 |
| 25 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +64.15% | 増加 |
| 26 | FTNT | Fortinet INC | +0.1% | +38.00% | 増加 |
| 27 | EPD | Enterprise Products Partners | +0.1% | +1.89% | 増加 |
| 28 | NVDA | Nvidia CORP | -0.1% | +2.46% | 増加 |
| 29 | BLK | Blackrock INC | -0.1% | -0.03% | 減少 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.12% | 減少 |
| 31 | V | Visa Inc-class A Shares | -0.1% | +7.45% | 増加 |
| 32 | INTU | Intuit INC | -0.1% | +16.03% | 増加 |
| 33 | QCOM | Qualcomm INC | -0.1% | +10.07% | 増加 |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | +0.33% | 増加 |
| 35 | ABT | Abbott Laboratories | -0.2% | +3.96% | 増加 |
| 36 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -38.89% | 減少 |
| 37 | ACN | Accenture plc | -0.2% | -18.00% | 減少 |
| 38 | AAPL | Apple INC | -0.2% | -5.04% | 減少 |
| 39 | VONG | Vanguard Russell 1000 Growth | -0.2% | -10.30% | 減少 |
| 40 | AVGO | Broadcom INC | -0.3% | +1.17% | 増加 |
| 41 | NXPI | NXP Semiconductors N.V. | -0.4% | -91.67% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.6% | +13.10% | 増加 |
| 43 | TXN | Texas Instruments INC | -0.6% | -71.73% | 減少 |
| 44 | DGRO | Ishares Core Dividend Growth | -0.6% | -32.81% | 減少 |
| 45 | AZN | AstraZeneca PLC | — | NEW | 新規購入 |
| 46 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 全売却 |
| 47 | SUB | Ishares Short-term National | — | NEW | 新規購入 |
| 48 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 49 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 全売却 |
| 50 | HLNE | Hamilton Lane Inc-class A | — | EXIT | 全売却 |
FAQ
FourThought Financial Partners, LLCとはどのような機関投資家ですか？
FourThought Financial Partners, LLCはの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2026-03-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $11.6億、384 件のポジションが開示されています。
FourThought Financial Partners, LLCの主要ポジションは何ですか？
最新の13Fファイリングによると、FourThought Financial Partners, LLCの時価総額上位の保有銘柄は以下の通りです：
1. Microsoft CORP (MSFT) — $4890.9万 (4.2%)
2. Broadcom INC (AVGO) — $4648.7万 (4.0%)
3. Nvidia CORP (NVDA) — $3478.2万 (3.0%)
4. Chevron CORP (CVX) — $2919.1万 (2.5%)
5. Vanguard S&p 500 ETF (VOO) — $2761.4万 (2.4%)
FourThought Financial Partners, LLCは直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、FourThought Financial Partners, LLCは50件の主要なポジション調整を実施しました：2件の新規ポジション開設、26件の保有増加、18件の一部売却、および4件の完全売却です。 その中でも特に大きな変動：新規購入: AstraZeneca PLC (AZN); 全売却: Astrazeneca Plc-spons Adr (AZNN); 新規購入: Ishares Short-term National (SUB); 全売却: Paypal Holdings INC (PYPL); 全売却: Alibaba Group Holding-sp Adr (BABA)
FourThought Financial Partners, LLCはどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくFourThought Financial Partners, LLCの主要セクター配分は以下の通りです：
• Information Technology: 31.5%
• Financials: 14.7%
• Health Care: 10.6%
• Industrials: 8.4%
• Energy: 6.8%
• Communication Services: 6.3%