4Thought Financial Group Inc.
- SEC CIK
- 0001840261
- 最新申報
- 2026/7/28
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/28 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 99
- 較 2026 年第 1 季 0
- 總值
- $2.13 億
- 較 2026 年第 1 季 +$1,058 萬 (+5.2%)
| 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 | 84,481 | $6,309 萬 | 29.6% | −5,292−5.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 19,967 | $1,495 萬 | 7.0% | −9,183−31.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 150,486 | $1,212 萬 | 5.7% | −16,222−9.7% | 減碼依 4 比 1 拆股換算 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 80,910 | $1,200 萬 | 5.6% | −15,587−16.2% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 92,594 | $961.9 萬 | 4.5% | +3,332+3.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 160,051 | $955.3 萬 | 4.5% | +1,574+1.0% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 85,831 | $741.8 萬 | 3.5% | +43,381+102.2% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 261,333 | $632.9 萬 | 3.0% | +44,526+20.5% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 289,935 | $632.1 萬 | 3.0% | +51,000+21.3% | 加碼 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 250,276 | $630.4 萬 | 3.0% | +45,200+22.0% | 加碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 301,622 | $628.6 萬 | 3.0% | +56,938+23.3% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 227,209 | $550.5 萬 | 2.6% | +42,628+23.1% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 215,180 | $543.3 萬 | 2.6% | +40,832+23.4% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 233,473 | $540.7 萬 | 2.5% | +46,822+25.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 65,100 | $489.9 萬 | 2.3% | +4,610+7.6% | 加碼 | – |
| iShares Tr46438G653 | IBONDS DEC 2034 | 184,936 | $481.8 萬 | 2.3% | +10,845+6.2% | 加碼 | – |
| iShares Tr46438G372 | IBONDS DEC 2035 | 187,049 | $479.0 萬 | 2.3% | +7,583+4.2% | 加碼 | – |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 185,959 | $478.8 萬 | 2.2% | +10,284+5.9% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 31,074 | $257.4 萬 | 1.2% | −14,841−32.3% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 26,187 | $252.9 萬 | 1.2% | −9,414−26.4% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,838 | $170.8 萬 | 0.8% | −53−0.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 56,062 | $114.2 萬 | 0.5% | +2,452+4.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 44,062 | $89.7 萬 | 0.4% | +1,554+3.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 45,841 | $89.5 萬 | 0.4% | +1,580+3.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 47,961 | $89.1 萬 | 0.4% | +1,702+3.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 2,051 | $59.3 萬 | 0.3% | −32−1.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,486 | $55.7 萬 | 0.3% | −666−12.9% | 減碼依 4 比 1 拆股換算 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 22,965 | $52.7 萬 | 0.2% | +903+4.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 20,662 | $44.9 萬 | 0.2% | +951+4.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 20,013 | $44.7 萬 | 0.2% | +869+4.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46139W841 | BULLETSHS 2030 | 17,011 | $43.9 萬 | 0.2% | +794+4.9% | 加碼 | – |
| Invesco Exchng Trad SLF Inde46139W817 | INVESCO BULLETSH | 16,646 | $43.7 萬 | 0.2% | +775+4.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46139W742 | BULLETSHARES | 17,344 | $43.7 萬 | 0.2% | +798+4.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 20,631 | $43.6 萬 | 0.2% | +968+4.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46139W775 | BULLETSHARES 203 | 17,132 | $43.3 萬 | 0.2% | +784+4.8% | 加碼 | – |
| iShares Tr46438G505 | IBONDS OCT 2026 | 14,113 | $36.8 萬 | 0.2% | +371+2.7% | 加碼 | – |
| iShares Tr46438G604 | IBONDS OCT 2027 | 13,964 | $36.6 萬 | 0.2% | +469+3.5% | 加碼 | – |
| iShares Tr46438G703 | IBONDS OCT 2028 | 13,862 | $36.5 萬 | 0.2% | +460+3.4% | 加碼 | – |
| iShares Tr46438G679 | IBONDS OCT 2034 | 14,073 | $36.4 萬 | 0.2% | +472+3.5% | 加碼 | – |
| iShares Ibonds Oct 2031 Term Tips ETF46438G877 | ETF | 13,858 | $36.4 萬 | 0.2% | +469+3.5% | 加碼 | – |
| iShares Tr46438G851 | IBONDS OCT 2033 | 13,945 | $36.4 萬 | 0.2% | +464+3.4% | 加碼 | – |
| iShares Tr46438G802 | IBONDS OCT 2029 | 13,840 | $36.4 萬 | 0.2% | +465+3.5% | 加碼 | – |
| iShares Tr46438G869 | IBONDS OCT 2032 | 13,994 | $36.4 萬 | 0.2% | +458+3.4% | 加碼 | – |
| iShares Tr46438G380 | IBONDS OCT 2035 | 14,186 | $36.4 萬 | 0.2% | +469+3.4% | 加碼 | – |
| iShares Tr46438G885 | IBONDS OCT 2030 | 13,835 | $36.3 萬 | 0.2% | +455+3.4% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,121 | $30.1 萬 | 0.1% | +151+5.1% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 5,069 | $29.3 萬 | 0.1% | +45+0.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 7,407 | $29.2 萬 | 0.1% | +365+5.2% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,894 | $27.0 萬 | 0.1% | −167−8.1% | 減碼 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 4,402 | $26.9 萬 | 0.1% | −325−6.9% | 減碼 | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 12,099 | $26.2 萬 | 0.1% | +421+3.6% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 5,186 | $24.6 萬 | 0.1% | +197+3.9% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 9,756 | $24.4 萬 | 0.1% | +227+2.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 628 | $23.2 萬 | 0.1% | −13−2.0% | 減碼 | – |
| RSSSResearch Solutions, Inc. | COM | 83,406 | $19.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 1,911 | $16.9 萬 | 0.1% | −20−1.0% | 減碼 | – |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 5,754 | $12.3 萬 | 0.1% | +159+2.8% | 加碼 | – |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 1,285 | $11.1 萬 | 0.1% | −22−1.7% | 減碼 | – |
| Amplify ETF Tr032108557 | ETHO CLI LEA ETF | 1,212 | $9.77 萬 | <0.1% | −48−3.8% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 1,504 | $8.41 萬 | <0.1% | −8−0.5% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,487 | $8.13 萬 | <0.1% | −38−2.5% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 767 | $7.88 萬 | <0.1% | +39+5.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 221 | $6.70 萬 | <0.1% | −4,017−94.8% | 減碼 | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 2,224 | $6.32 萬 | <0.1% | −154−6.5% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 849 | $6.31 萬 | <0.1% | −13−1.5% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 575 | $5.55 萬 | <0.1% | −9−1.5% | 減碼 | – |
| Schwab Strategic Tr808524656 | CRYPTO THEMATIC | 683 | $4.78 萬 | <0.1% | −103−13.1% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 125 | $4.61 萬 | <0.1% | +43+52.4% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 680 | $4.57 萬 | <0.1% | −110−13.9% | 減碼 | – |
| iShares Tr464288497 | DEVSMCP EXNA ETF | 581 | $4.02 萬 | <0.1% | −1−0.2% | 減碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 344 | $3.21 萬 | <0.1% | −6−1.7% | 減碼 | – |
| iShares MSCI India ETF46429B598 | ETF | 560 | $2.76 萬 | <0.1% | −13−2.3% | 減碼 | – |
| iShares Tr46429B200 | CHINA SM-CAP ETF | 938 | $2.64 萬 | <0.1% | −9−1.0% | 減碼 | – |
| Global X FDS37950E648 | GBL X FTSE ETF | 1,248 | $2.45 萬 | <0.1% | −30−2.3% | 減碼 | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 110 | $2.22 萬 | <0.1% | −2−1.8% | 減碼 | – |
| VanEck Vectors ETF Tr92189F866 | AFRICA INDEX ETF | 724 | $1.86 萬 | <0.1% | −16−2.2% | 減碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 379 | $1.83 萬 | <0.1% | −9−2.3% | 減碼 | – |
| iShares Inc464286509 | MSCI CDA ETF | 301 | $1.73 萬 | <0.1% | −5−1.6% | 減碼 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 425 | $1.47 萬 | <0.1% | −6−1.4% | 減碼 | – |
| iShares Inc464286103 | MSCI AUST ETF | 482 | $1.36 萬 | <0.1% | −5−1.0% | 減碼 | – |
| iShares Inc464286822 | MSCI MEXICO ETF | 178 | $1.34 萬 | <0.1% | −1−0.6% | 減碼 | – |
| ETF Ser Solutions26922A503 | VIDENTCORE EQ FD | 173 | $1.25 萬 | <0.1% | −29−14.4% | 減碼 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 49 | $1.24 萬 | <0.1% | −7−12.5% | 減碼 | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 136 | $1.21 萬 | <0.1% | −15−9.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 15 | $1.07 萬 | <0.1% | −1,688−99.1% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 67 | $1.05 萬 | <0.1% | +5+8.1% | 加碼 | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 85 | $9,203 | <0.1% | −2−2.3% | 減碼 | – |
| iShares Inc464286715 | MSCI TURKEY ETF | 236 | $9,169 | <0.1% | −3−1.3% | 減碼 | – |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 233 | $8,681 | <0.1% | −2−0.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 91 | $7,026 | <0.1% | −30,629−99.7% | 減碼 | – |
| iShares Tr46429B606 | MSCI POLAND ETF | 175 | $6,752 | <0.1% | −3−1.7% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 66 | $5,139 | <0.1% | +9+15.8% | 加碼 | – |
| iShares Inc464286632 | MSCI ISRAEL ETF | 33 | $4,019 | <0.1% | −1−2.9% | 減碼 | – |
| iShares Tr46434V761 | MSCI UAE ETF | 207 | $3,931 | <0.1% | +3+1.5% | 加碼 | – |
| iShares Inc464286871 | MSCI HONG KG ETF | 127 | $2,659 | <0.1% | +1+0.8% | 加碼 | – |
| iShares Inc464286640 | MSCI CHILE ETF | 53 | $2,106 | <0.1% | −1−1.9% | 減碼 | – |
| iShares Tr464289842 | MSCI PERU GL ETF | 25 | $2,050 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464289123 | NEW ZEALAND ETF | 41 | $1,819 | <0.1% | −1−2.4% | 減碼 | – |
| iShares Tr46434V779 | MSCI QATAR ETF | 87 | $1,561 | <0.1% | 00.0% | 不變 | – |