4Thought Financial Group Inc.
- SEC CIK
- 0001840261
- 最新申報
- 2026/7/28
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/29 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 108
- 較 2024 年第 1 季 0
- 總值
- $1.61 億
- 較 2024 年第 1 季 +$890.7 萬 (+5.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 82,118 | $4,469 萬 | 27.8% | +4,583+5.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 27,176 | $1,487 萬 | 9.2% | −3,265−10.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 83,573 | $891.4 萬 | 5.5% | +3,654+4.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 36,015 | $871.9 萬 | 5.4% | +170+0.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 157,585 | $689.6 萬 | 4.3% | +3,880+2.5% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 85,039 | $666.1 萬 | 4.1% | +7,565+9.8% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 62,956 | $577.8 萬 | 3.6% | +23,716+60.4% | 加碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 214,346 | $434.9 萬 | 2.7% | +11,413+5.6% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 204,376 | $434.5 萬 | 2.7% | +10,841+5.6% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 182,607 | $433.3 萬 | 2.7% | +9,412+5.4% | 加碼 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 164,345 | $403.6 萬 | 2.5% | +9,404+6.1% | 加碼 | – |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 159,233 | $401.3 萬 | 2.5% | +8,982+6.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 190,138 | $400.4 萬 | 2.5% | +9,306+5.1% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 153,900 | $366.6 萬 | 2.3% | +10,111+7.0% | 加碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 146,748 | $364.8 萬 | 2.3% | +8,389+6.1% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 143,391 | $355.2 萬 | 2.2% | +9,087+6.8% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 156,335 | $354.4 萬 | 2.2% | +10,036+6.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 45,200 | $342.9 萬 | 2.1% | +4,598+11.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,964 | $246.7 萬 | 1.5% | −1,326−3.8% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 44,030 | $235.7 萬 | 1.5% | −6,915−13.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,242 | $154.6 萬 | 1.0% | +2,765+187.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 36,014 | $81.8 萬 | 0.5% | +2,098+6.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 39,375 | $80.5 萬 | 0.5% | +99+0.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 41,708 | $80.0 萬 | 0.5% | +101+0.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 39,757 | $79.3 萬 | 0.5% | +130+0.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 43,300 | $78.6 萬 | 0.5% | +117+0.3% | 加碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 28,831 | $72.5 萬 | 0.5% | +750+2.7% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,821 | $69.2 萬 | 0.4% | +1,628+26.3% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 5,946 | $63.5 萬 | 0.4% | +1,323+28.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 21,869 | $50.1 萬 | 0.3% | +1,994+10.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 21,612 | $49.8 萬 | 0.3% | +2,002+10.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,988 | $47.9 萬 | 0.3% | −6,032−66.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46139W841 | BULLETSHS 2030 | 17,869 | $45.4 萬 | 0.3% | +1,888+11.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 21,385 | $44.8 萬 | 0.3% | +2,249+11.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 20,844 | $44.8 萬 | 0.3% | +2,206+11.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 20,072 | $44.3 萬 | 0.3% | +2,121+11.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,687 | $36.8 萬 | 0.2% | +508+43.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,149 | $36.0 萬 | 0.2% | +1,901+44.8% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 5,491 | $35.9 萬 | 0.2% | +35+0.6% | 加碼 | 歷史 |
| Invesco Exchng Trad SLF Inde46139W817 | INVESCO BULLETSH | 13,706 | $35.7 萬 | 0.2% | +1,472+12.0% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,107 | $33.3 萬 | 0.2% | +979+46.0% | 加碼 | – |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 8,322 | $32.0 萬 | 0.2% | +826+11.0% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,223 | $30.4 萬 | 0.2% | +349+12.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 13,797 | $29.0 萬 | 0.2% | +1,491+12.1% | 加碼 | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 13,196 | $28.3 萬 | 0.2% | +1,297+10.9% | 加碼 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 5,949 | $26.5 萬 | 0.2% | −186−3.0% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,542 | $26.4 萬 | 0.2% | −82−3.1% | 減碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 4,774 | $22.2 萬 | 0.1% | +163+3.5% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 9,051 | $22.2 萬 | 0.1% | +186+2.1% | 加碼 | – |
| RSSSResearch Solutions, Inc. | COM | 84,185 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 681 | $18.2 萬 | 0.1% | +4+0.6% | 加碼 | – |
| DBX ETF Tr233051853 | XTRACK MSCI EURP | 2,901 | $12.1 萬 | 0.1% | +10+0.3% | 加碼 | – |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 5,249 | $11.0 萬 | 0.1% | +37+0.7% | 加碼 | – |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 1,596 | $10.9 萬 | 0.1% | +1,596 | 新進 | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 3,169 | $9.23 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| Amplify ETF Tr032108557 | ETHO CLI LEA ETF | 1,479 | $8.36 萬 | 0.1% | −30−2.0% | 減碼 | – |
| iShares Inc464286145 | MSCI FRONTIER | 2,604 | $7.15 萬 | <0.1% | +146+5.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 340 | $6.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,991 | $6.68 萬 | <0.1% | −105−5.0% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 844 | $6.65 萬 | <0.1% | −16−1.9% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 1,697 | $6.53 萬 | <0.1% | −63−3.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 128 | $5.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 206 | $4.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X552 | EUROP OPPOR FD | 778 | $2.93 萬 | <0.1% | −2−0.3% | 減碼 | – |
| iShares Tr46434V886 | HDG MSCI JAPAN | 635 | $2.77 萬 | <0.1% | +2+0.3% | 加碼 | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 447 | $2.59 萬 | <0.1% | −1−0.2% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 68 | $2.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 112 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 49 | $2.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 383 | $2.14 萬 | <0.1% | −1−0.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 91 | $1.96 萬 | <0.1% | −1−1.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 85 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 98 | $1.80 萬 | <0.1% | −8−7.5% | 減碼 | – |
| ETF Ser Solutions26922A503 | VIDENTCORE EQ FD | 327 | $1.77 萬 | <0.1% | −18−5.2% | 減碼 | – |
| VanEck Vectors ETF Tr92189F866 | AFRICA INDEX ETF | 1,118 | $1.76 萬 | <0.1% | −23−2.0% | 減碼 | – |
| Global X FDS37950E648 | GBL X FTSE ETF | 1,132 | $1.64 萬 | <0.1% | −7−0.6% | 減碼 | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 218 | $1.63 萬 | <0.1% | −20−8.4% | 減碼 | – |
| VVisa Inc. | Stock | 61 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 413 | $1.53 萬 | <0.1% | +5+1.2% | 加碼 | – |
| iShares Inc464286103 | MSCI AUST ETF | 528 | $1.29 萬 | <0.1% | +9+1.7% | 加碼 | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 189 | $1.25 萬 | <0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 124 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B200 | CHINA SM-CAP ETF | 506 | $1.20 萬 | <0.1% | +4+0.8% | 加碼 | – |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 125 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 20 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 52 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 38 | $9,684 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 317 | $8,664 | <0.1% | +6+1.9% | 加碼 | – |
| RTXRTX Corp | Stock | 80 | $8,031 | <0.1% | 00.0% | 不變 | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 75 | $7,652 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286822 | MSCI MEXICO ETF | 122 | $6,913 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W521 | JAPAN OPPOR FD | 195 | $6,811 | <0.1% | +3+1.6% | 加碼 | – |
| iShares Inc464286715 | MSCI TURKEY ETF | 148 | $6,237 | <0.1% | −2−1.3% | 減碼 | – |
| LINLinde PLC | Stock | 14 | $6,143 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 148 | $5,997 | <0.1% | +5+3.5% | 加碼 | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 96 | $5,192 | <0.1% | +1+1.1% | 加碼 | – |
| iShares Tr46429B606 | MSCI POLAND ETF | 179 | $4,380 | <0.1% | +2+1.1% | 加碼 | – |
| iShares Inc464286632 | MSCI ISRAEL ETF | 52 | $3,133 | <0.1% | +3+6.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6 | $2,755 | <0.1% | +2+50.0% | 加碼 | – |
| NWSNews Corp | CL B | 93 | $2,640 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（1 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。