4Thought Financial Group Inc.
- SEC CIK
- 0001840261
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 90
- 較 2025 年第 1 季 +1
- 總值
- $1.88 億
- 較 2025 年第 1 季 +$2,637 萬 (+16.3%)
| 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 | 83,998 | $5,190 萬 | 27.6% | −4,278−4.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 35,828 | $2,225 萬 | 11.8% | +21,626+152.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 41,203 | $1,153 萬 | 6.1% | +8,264+25.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 104,252 | $1,139 萬 | 6.1% | +23,922+29.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 159,631 | $789.5 萬 | 4.2% | +2,967+1.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 87,973 | $786.4 萬 | 4.2% | +416+0.5% | 加碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 233,230 | $490.7 萬 | 2.6% | −16,785−6.7% | 減碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 221,195 | $486.2 萬 | 2.6% | −16,559−7.0% | 減碼 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 192,006 | $485.5 萬 | 2.6% | +22,589+13.3% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 197,511 | $479.4 萬 | 2.5% | −15,942−7.5% | 減碼 | – |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 168,539 | $436.6 萬 | 2.3% | +3,933+2.4% | 加碼 | – |
| iShares Tr46438G653 | IBONDS DEC 2034 | 165,429 | $432.3 萬 | 2.3% | +3,024+1.9% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 169,473 | $411.0 萬 | 2.2% | −17,923−9.6% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 162,067 | $408.1 萬 | 2.2% | −16,871−9.4% | 減碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 173,554 | $404.9 萬 | 2.2% | −18,354−9.6% | 減碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 158,729 | $403.5 萬 | 2.1% | −18,201−10.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 52,712 | $400.1 萬 | 2.1% | +3,131+6.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 63,534 | $381.4 萬 | 2.0% | +37,377+142.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 44,299 | $369.8 萬 | 2.0% | +26,933+155.1% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 30,111 | $265.7 萬 | 1.4% | −30,516−50.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 35,125 | $217.8 萬 | 1.2% | +3,784+12.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,826 | $162.4 萬 | 0.9% | +2,583+207.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 38,339 | $78.6 萬 | 0.4% | +3,210+9.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 40,064 | $78.2 萬 | 0.4% | +3,328+9.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 37,795 | $78.2 萬 | 0.4% | +3,138+9.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 39,228 | $73.4 萬 | 0.4% | +995+2.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,067 | $58.9 萬 | 0.3% | +550+106.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 22,213 | $51.2 萬 | 0.3% | −769−3.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,804 | $49.6 萬 | 0.3% | −6,047−68.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 20,993 | $49.0 萬 | 0.3% | −661−3.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46139W841 | BULLETSHS 2030 | 17,910 | $46.6 萬 | 0.2% | −612−3.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 20,899 | $46.1 萬 | 0.2% | −702−3.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 21,412 | $46.1 萬 | 0.2% | −710−3.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 20,066 | $45.6 萬 | 0.2% | −690−3.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46139W775 | BULLETSHARES 203 | 17,344 | $44.4 萬 | 0.2% | −637−3.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,770 | $41.9 萬 | 0.2% | +1,669+1,652.5% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,953 | $36.6 萬 | 0.2% | −116−2.9% | 減碼 | – |
| Invesco Exchng Trad SLF Inde46139W817 | INVESCO BULLETSH | 13,686 | $36.5 萬 | 0.2% | −463−3.3% | 減碼 | – |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 8,674 | $34.6 萬 | 0.2% | −245−2.7% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 4,936 | $33.3 萬 | 0.2% | +34+0.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,211 | $31.2 萬 | 0.2% | −109−3.3% | 減碼 | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 12,551 | $29.5 萬 | 0.2% | −587−4.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 13,948 | $29.2 萬 | 0.2% | −440−3.1% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 2,620 | $28.8 萬 | 0.2% | −99−3.6% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,182 | $25.3 萬 | 0.1% | +89+4.3% | 加碼 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 4,942 | $25.2 萬 | 0.1% | +250+5.3% | 加碼 | – |
| RSSSResearch Solutions, Inc. | COM | 84,185 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 4,773 | $22.7 萬 | 0.1% | +62+1.3% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 8,957 | $22.5 萬 | 0.1% | +5+0.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 649 | $19.7 萬 | 0.1% | +8+1.2% | 加碼 | – |
| DBX ETF Tr233051853 | XTRACK MSCI EURP | 3,192 | $14.1 萬 | 0.1% | +128+4.2% | 加碼 | – |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 1,598 | $14.0 萬 | 0.1% | +32+2.0% | 加碼 | – |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 5,238 | $11.4 萬 | 0.1% | +35+0.7% | 加碼 | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 3,418 | $9.19 萬 | <0.1% | +29+0.9% | 加碼 | 歷史 |
| Amplify ETF Tr032108557 | ETHO CLI LEA ETF | 1,372 | $7.98 萬 | <0.1% | +80+6.2% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,855 | $7.26 萬 | <0.1% | −48−2.5% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 801 | $7.15 萬 | <0.1% | −9−1.1% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 1,688 | $6.98 萬 | <0.1% | −33−1.9% | 減碼 | – |
| WisdomTree Tr97717X552 | EUROP OPPOR FD | 864 | $4.03 萬 | <0.1% | +29+3.5% | 加碼 | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 520 | $3.23 萬 | <0.1% | +10+2.0% | 加碼 | – |
| iShares Tr46434V886 | HDG MSCI JAPAN | 617 | $2.76 萬 | <0.1% | +5+0.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 81 | $2.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 428 | $2.39 萬 | <0.1% | +3+0.7% | 加碼 | – |
| VanEck Vectors ETF Tr92189F866 | AFRICA INDEX ETF | 1,065 | $2.15 萬 | <0.1% | +9+0.9% | 加碼 | – |
| Global X FDS37950E648 | GBL X FTSE ETF | 1,239 | $2.02 萬 | <0.1% | +12+1.0% | 加碼 | – |
| iShares Inc464286509 | MSCI CDA ETF | 409 | $1.89 萬 | <0.1% | +6+1.5% | 加碼 | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 257 | $1.85 萬 | <0.1% | +2+0.8% | 加碼 | – |
| iShares Tr46429B200 | CHINA SM-CAP ETF | 541 | $1.71 萬 | <0.1% | +14+2.7% | 加碼 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 578 | $1.67 萬 | <0.1% | +16+2.8% | 加碼 | – |
| iShares Inc464286103 | MSCI AUST ETF | 570 | $1.50 萬 | <0.1% | +14+2.5% | 加碼 | – |
| iShares Inc464286822 | MSCI MEXICO ETF | 233 | $1.41 萬 | <0.1% | +5+2.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 74 | $1.30 萬 | <0.1% | +74 | 新進 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 57 | $1.20 萬 | <0.1% | +27+90.0% | 加碼 | – |
| ETF Ser Solutions26922A503 | VIDENTCORE EQ FD | 187 | $1.18 萬 | <0.1% | +87+87.0% | 加碼 | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 153 | $1.16 萬 | <0.1% | +76+98.7% | 加碼 | – |
| iShares Tr46429B606 | MSCI POLAND ETF | 229 | $7,386 | <0.1% | +6+2.7% | 加碼 | – |
| WisdomTree Tr97717W521 | JAPAN OPPOR FD | 198 | $7,252 | <0.1% | +5+2.6% | 加碼 | – |
| iShares Inc464286715 | MSCI TURKEY ETF | 193 | $6,212 | <0.1% | +5+2.7% | 加碼 | – |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 159 | $6,119 | <0.1% | +2+1.3% | 加碼 | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 90 | $5,175 | <0.1% | +1+1.1% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 38 | $4,874 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286632 | MSCI ISRAEL ETF | 39 | $3,658 | <0.1% | +1+2.6% | 加碼 | – |
| iShares Inc464286871 | MSCI HONG KG ETF | 184 | $3,646 | <0.1% | +6+3.4% | 加碼 | – |
| iShares Tr46434V761 | MSCI UAE ETF | 192 | $3,595 | <0.1% | +8+4.3% | 加碼 | – |
| iShares Inc464286640 | MSCI CHILE ETF | 81 | $2,545 | <0.1% | +2+2.5% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 30 | $2,342 | <0.1% | +1+3.4% | 加碼 | – |
| iShares Tr464289842 | MSCI PERU GL ETF | 40 | $1,967 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464289123 | NEW ZEALAND ETF | 43 | $1,949 | <0.1% | +1+2.4% | 加碼 | – |
| iShares Tr46434V779 | MSCI QATAR ETF | 76 | $1,418 | <0.1% | +2+2.7% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 0 | $4 | <0.1% | 0 | 不變 | 歷史 |