Focus Partners Wealth
ST LOUIS MO · SEC CIK 0001542153
$896.47亿2026Q1 申报市值
2,638持仓数
19.5%前十大占比 · 第一大 2.8%
211 / 168新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSFT 加仓+$3.28亿
VRSK 加仓+$2.68亿
GOOGL 加仓+$2.17亿
V 加仓+$2.12亿
APO 加仓+$2.06亿
2026Q1 卖出最多 按季末市值估算
VGT 减仓-$4.51亿
SPY 减仓-$2.56亿
SMH 减仓-$2.50亿
IWF 减仓-$2.41亿
XLF 减仓-$1.98亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EMN | EASTMAN CHEM CO | $45.60万 | 0.00% | 5,936 | -7,113 | -54.5% | -$54.64万 | 减仓 |
| — | RESEARCH FRONTIERS INC | $45.67万 | 0.00% | 496,422 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $45.83万 | 0.00% | 88,640 | -6,014 | -6.4% | -$3.11万 | 减仓 |
| PFIS | PEOPLES FINL SVCS CORP | $45.86万 | 0.00% | 8,599 | 524 | 6.5% | $2.79万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $46.01万 | 0.00% | 11,578 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $46.04万 | 0.00% | 5,509 | 2,100 | 61.6% | $17.55万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $46.18万 | 0.00% | 36,394 | 15,792 | 76.7% | $20.04万 | 加仓 |
| PAAA | PGIM ETF TR | $46.20万 | 0.00% | 9,015 | 3,532 | 64.4% | $18.10万 | 加仓 |
| IBDX | ISHARES TR | $46.24万 | 0.00% | 18,297 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $46.28万 | 0.00% | 14,281 | 32 | 0.2% | $1,037 | 加仓 |
| — | CHART INDS INC | $46.31万 | 0.00% | 2,236 | -186 | -7.7% | -$3.85万 | 减仓 |
| LFUS | LITTELFUSE INC | $46.40万 | 0.00% | 1,367 | -1,038 | -43.2% | -$35.23万 | 减仓 |
| CHAT | TIDAL TRUST II | $46.44万 | 0.00% | 7,508 | 1,201 | 19.0% | $7.43万 | 加仓 |
| MOG/A | MOOG INC | $46.48万 | 0.00% | 1,588 | -260 | -14.1% | -$7.61万 | 减仓 |
| ARKQ | ARK ETF TR | $46.48万 | 0.00% | 4,134 | 403 | 10.8% | $4.53万 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $46.54万 | 0.00% | 10,114 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $46.61万 | 0.00% | 8,043 | 81 | 1.0% | $4,694 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $46.63万 | 0.00% | 1,557 | -5,985 | -79.4% | -$179.26万 | 减仓 |
| LTC | LTC PPTYS INC | $46.65万 | 0.00% | 12,553 | 12,553 | — | $46.65万 | 新建仓 |
| SXC | SUNCOKE ENERGY INC | $46.66万 | 0.00% | 71,668 | 43,469 | 154.2% | $28.30万 | 加仓 |
| ARKK | ARK ETF TR | $46.78万 | 0.00% | 6,920 | 1,364 | 24.6% | $9.22万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $46.79万 | 0.00% | 41,298 | 11,109 | 36.8% | $12.59万 | 加仓 |
| OIH | VANECK ETF TRUST | $47.03万 | 0.00% | 1,163 | 1,163 | — | $47.03万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $47.05万 | 0.00% | 5,534 | -2,192 | -28.4% | -$18.64万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.25万 | 0.00% | 16,093 | 0 | 0.0% | — | 不变 |
| CAIE | CALAMOS ETF TR | $47.35万 | 0.00% | 18,834 | 334 | 1.8% | $8,397 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $47.39万 | 0.00% | 45,546 | 3,184 | 7.5% | $3.31万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $47.49万 | 0.00% | 6,299 | -1,053 | -14.3% | -$7.94万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $47.58万 | 0.00% | 16,519 | -19,190 | -53.7% | -$55.27万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $47.73万 | 0.00% | 8,967 | 448 | 5.3% | $2.38万 | 加仓 |
| NOK | NOKIA CORP | $47.74万 | 0.00% | 55,227 | -15,615 | -22.0% | -$13.50万 | 减仓 |
| SHE | SPDR SERIES TRUST | $47.83万 | 0.00% | 3,742 | 202 | 5.7% | $2.58万 | 加仓 |
| STBA | S & T BANCORP INC | $47.84万 | 0.00% | 11,436 | 11,436 | — | $47.84万 | 新建仓 |
| CAC | CAMDEN NATL CORP | $47.94万 | 0.00% | 10,103 | 514 | 5.4% | $2.44万 | 加仓 |
| IHDG | WISDOMTREE TR | $47.99万 | 0.00% | 9,762 | 179 | 1.9% | $8,800 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $48.20万 | 0.00% | 18,294 | 18,294 | — | $48.20万 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $48.36万 | 0.00% | 4,957 | 4 | 0.1% | $390 | 加仓 |
| FNV | FRANCO NEV CORP | $48.47万 | 0.00% | 1,961 | -181 | -8.5% | -$4.47万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $48.63万 | 0.00% | 4,686 | -846 | -15.3% | -$8.78万 | 减仓 |
| ILCV | ISHARES TR | $48.64万 | 0.00% | 4,282 | -1,976 | -31.6% | -$22.44万 | 减仓 |
| WTAI | WISDOMTREE TR | $48.71万 | 0.00% | 17,255 | -1,328 | -7.1% | -$3.75万 | 减仓 |
| LBRX | LB PHARMACEUTICALS INC | $48.86万 | 0.00% | 19,815 | -280 | -1.4% | -$6,905 | 减仓 |
| HUM | HUMANA INC | $48.89万 | 0.00% | 2,817 | -3,892 | -58.0% | -$67.54万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $48.90万 | 0.00% | 41,094 | 10,183 | 32.9% | $12.12万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $49.10万 | 0.00% | 51,683 | 28,713 | 125.0% | $27.28万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $49.15万 | 0.00% | 4,529 | 1,687 | 59.4% | $18.31万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $49.23万 | 0.00% | 24,915 | 2,370 | 10.5% | $4.68万 | 加仓 |
| LAND | GLADSTONE LD CORP | $49.23万 | 0.00% | 46,668 | 15,899 | 51.7% | $16.77万 | 加仓 |
| JOBY | JOBY AVIATION INC | $49.33万 | 0.00% | 59,726 | -6,094 | -9.3% | -$5.03万 | 减仓 |
| RWR | SPDR SERIES TRUST | $49.38万 | 0.00% | 4,890 | 221 | 4.7% | $2.23万 | 加仓 |
| IHF | ISHARES TR | $49.63万 | 0.00% | 11,858 | -6,356 | -34.9% | -$26.60万 | 减仓 |
| KMPR | KEMPER CORP | $49.71万 | 0.00% | 16,998 | -14,291 | -45.7% | -$41.79万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $49.75万 | 0.00% | 33,280 | 2,512 | 8.2% | $3.76万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $49.76万 | 0.00% | 6,372 | 785 | 14.1% | $6.13万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $49.93万 | 0.00% | 25,963 | 271 | 1.1% | $5,212 | 加仓 |
| IMTB | ISHARES TR | $49.99万 | 0.00% | 11,407 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $50.04万 | 0.00% | 4,491 | 1,543 | 52.3% | $17.19万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $50.22万 | 0.00% | 20,454 | 1,619 | 8.6% | $3.97万 | 加仓 |
| OMER | OMEROS CORP | $50.25万 | 0.00% | 47,582 | 16,548 | 53.3% | $17.47万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $50.25万 | 0.00% | 3,841 | 136 | 3.7% | $1.78万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $50.27万 | 0.00% | 7,905 | 378 | 5.0% | $2.40万 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $50.28万 | 0.00% | 18,258 | 248 | 1.4% | $6,830 | 加仓 |
| — | GLOBAL X FDS | $50.86万 | 0.00% | 19,765 | -850 | -4.1% | -$2.19万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $50.92万 | 0.00% | 15,528 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $51.03万 | 0.00% | 18,456 | 9,261 | 100.7% | $25.61万 | 加仓 |
| INVH | INVITATION HOMES INC | $51.16万 | 0.00% | 20,589 | -41,432 | -66.8% | -$102.96万 | 减仓 |
| CMDY | ISHARES U S ETF TR | $51.25万 | 0.00% | 8,625 | -1,115 | -11.4% | -$6.63万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $51.26万 | 0.00% | 11,324 | -226 | -2.0% | -$1.02万 | 减仓 |
| CHE | CHEMED CORP NEW | $51.34万 | 0.00% | 1,359 | 632 | 86.9% | $23.87万 | 加仓 |
| LINE | LINEAGE INC | $51.40万 | 0.00% | 15,652 | 7,998 | 104.5% | $26.26万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $51.48万 | 0.00% | 11,235 | 4,769 | 73.8% | $21.85万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $51.60万 | 0.00% | 10,561 | -413 | -3.8% | -$2.02万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $51.61万 | 0.00% | 6,488 | 6,488 | — | $51.61万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $51.67万 | 0.00% | 2,823 | 84 | 3.1% | $1.54万 | 加仓 |
| ATRC | ATRICURE INC | $51.74万 | 0.00% | 18,134 | -43 | -0.2% | -$1,227 | 减仓 |
| GME | GAMESTOP CORP | $51.90万 | 0.00% | 22,525 | 22,525 | — | $51.90万 | 新建仓 |
| ICLR | ICON PLC | $51.97万 | 0.00% | 4,696 | -21,105 | -81.8% | -$233.55万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $51.97万 | 0.00% | 13,333 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION SHARES ETF TRUST | $52.01万 | 0.00% | 6,009 | -147 | -2.4% | -$1.27万 | 减仓 |
| PSN | PARSONS CORP DEL | $52.37万 | 0.00% | 9,667 | -5,027 | -34.2% | -$27.23万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $52.44万 | 0.00% | 5,556 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $52.47万 | 0.00% | 5,315 | -1,644 | -23.6% | -$16.23万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.53万 | 0.00% | 15,142 | 165 | 1.1% | $5,724 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $52.69万 | 0.00% | 38,209 | -592 | -1.5% | -$8,164 | 减仓 |
| SBR | SABINE RTY TR | $52.74万 | 0.00% | 7,032 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $52.84万 | 0.00% | 18,699 | -742 | -3.8% | -$2.10万 | 减仓 |
| TRGP | TARGA RES CORP | $52.94万 | 0.00% | 2,110 | -3,403 | -61.7% | -$85.37万 | 减仓 |
| ASH | ASHLAND INC | $52.95万 | 0.00% | 9,521 | -5,066 | -34.7% | -$28.17万 | 减仓 |
| WF | WOORI FINL GROUP INC | $53.08万 | 0.00% | 7,720 | 7,720 | — | $53.08万 | 新建仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $53.08万 | 0.00% | 33,690 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $53.26万 | 0.00% | 7,665 | -5,721 | -42.7% | -$39.75万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $53.33万 | 0.00% | 44,111 | 13,458 | 43.9% | $16.27万 | 加仓 |
| KFY | KORN FERRY | $53.42万 | 0.00% | 8,249 | 8,249 | — | $53.42万 | 新建仓 |
| BHB | BAR HBR BANKSHARES | $53.43万 | 0.00% | 16,466 | 133 | 0.8% | $4,316 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $53.45万 | 0.00% | 14,543 | 1,703 | 13.3% | $6.26万 | 加仓 |
| PWR | QUANTA SVCS INC | $53.45万 | 0.00% | 892 | -295 | -24.9% | -$17.68万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $53.54万 | 0.00% | 4,010 | 1,852 | 85.8% | $24.73万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $53.72万 | 0.00% | 7,066 | -277 | -3.8% | -$2.11万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $54.09万 | 0.00% | 60,170 | -1,821,235 | -96.8% | -$1,637.29万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $54.15万 | 0.00% | 59,310 | 22,246 | 60.0% | $20.31万 | 加仓 |