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 |
|---|---|---|---|---|---|---|---|---|
| SW | SMURFIT WESTROCK PLC | $338.17万 | 0.00% | 84,860 | -1,971 | -2.3% | -$7.85万 | 减仓 |
| APA | APA CORPORATION | $341.40万 | 0.00% | 80,442 | 23,414 | 41.1% | $99.37万 | 加仓 |
| HLN | HALEON PLC | $341.81万 | 0.00% | 195,548 | 24,577 | 14.4% | $42.96万 | 加仓 |
| MTZ | MASTEC INC | $343.14万 | 0.00% | 10,665 | 1,040 | 10.8% | $33.46万 | 加仓 |
| EPR | EPR PPTYS | $343.27万 | 0.00% | 66,843 | 16,896 | 33.8% | $86.77万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $343.47万 | 0.00% | 33,897 | 9,804 | 40.7% | $99.34万 | 加仓 |
| XYZ | BLOCK INC | $345.63万 | 0.00% | 22,174 | 6,140 | 38.3% | $95.71万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $346.06万 | 0.00% | 50,683 | 5,129 | 11.3% | $35.02万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $347.15万 | 0.00% | 5,854 | -785 | -11.8% | -$46.55万 | 减仓 |
| INDA | ISHARES TR | $347.34万 | 0.00% | 74,154 | 5,743 | 8.4% | $26.90万 | 加仓 |
| COMP | COMPASS INC | $347.72万 | 0.00% | 475,675 | -59,493 | -11.1% | -$43.49万 | 减仓 |
| EFX | EQUIFAX INC | $350.28万 | 0.00% | 19,452 | 5,720 | 41.7% | $103.00万 | 加仓 |
| HPQ | HP INC | $350.78万 | 0.00% | 180,888 | -85,196 | -32.0% | -$165.21万 | 减仓 |
| BIZD | VANECK ETF TRUST | $350.79万 | 0.00% | 274,058 | 208,633 | 318.9% | $267.05万 | 加仓 |
| ARGX | ARGENX SE | $351.29万 | 0.00% | 4,810 | 1,329 | 38.2% | $97.06万 | 加仓 |
| SON | SONOCO PRODS CO | $351.60万 | 0.00% | 65,001 | -1,881 | -2.8% | -$10.17万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $351.75万 | 0.00% | 43,302 | -13,422 | -23.7% | -$109.03万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $354.48万 | 0.00% | 3,099 | -10,753 | -77.6% | -$1,229.99万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $356.47万 | 0.00% | 54,266 | 157 | 0.3% | $1.03万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $357.66万 | 0.00% | 65,564 | -3,072 | -4.5% | -$16.76万 | 减仓 |
| BOTZ | GLOBAL X FDS | $358.67万 | 0.00% | 107,968 | -2,048 | -1.9% | -$6.80万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $358.80万 | 0.00% | 50,104 | -1,585 | -3.1% | -$11.35万 | 减仓 |
| SFIX | STITCH FIX INC | $359.29万 | 0.00% | 1,085,482 | 187,073 | 20.8% | $61.92万 | 加仓 |
| NNN | NNN REIT INC | $359.74万 | 0.00% | 84,900 | 18,400 | 27.7% | $77.97万 | 加仓 |
| AX | AXOS FINANCIAL INC | $359.88万 | 0.00% | 42,294 | -2,772 | -6.2% | -$23.59万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $360.09万 | 0.00% | 102,736 | -9,670 | -8.6% | -$33.89万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $361.18万 | 0.00% | 72,714 | -1,915 | -2.6% | -$9.51万 | 减仓 |
| STPZ | PIMCO ETF TR | $361.71万 | 0.00% | 66,851 | -1,269 | -1.9% | -$6.87万 | 减仓 |
| AIA | ISHARES TR | $362.97万 | 0.00% | 34,194 | 150 | 0.4% | $1.59万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $364.09万 | 0.00% | 95,161 | 5,375 | 6.0% | $20.56万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $364.23万 | 0.00% | 33,305 | -1,060 | -3.1% | -$11.59万 | 减仓 |
| TKR | TIMKEN CO | $364.46万 | 0.00% | 36,078 | 1,370 | 3.9% | $13.84万 | 加仓 |
| AOM | ISHARES TR | $364.86万 | 0.00% | 77,022 | -717 | -0.9% | -$3.40万 | 减仓 |
| DXJ | WISDOMTREE TR | $365.02万 | 0.00% | 23,018 | -4,205 | -15.4% | -$66.68万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $367.68万 | 0.00% | 209,144 | 128,742 | 160.1% | $226.33万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $368.80万 | 0.00% | 30,092 | 8,932 | 42.2% | $109.47万 | 加仓 |
| DOCU | DOCUSIGN INC | $370.28万 | 0.00% | 78,078 | 32,304 | 70.6% | $153.20万 | 加仓 |
| BXP | BXP INC | $370.60万 | 0.00% | 71,406 | -8,002 | -10.1% | -$41.53万 | 减仓 |
| TRTX | TPG RE FIN TR INC | $370.67万 | 0.00% | 474,610 | 14,268 | 3.1% | $11.14万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $371.24万 | 0.00% | 15,564 | -2,877 | -15.6% | -$68.62万 | 减仓 |
| AA | ALCOA CORP | $373.14万 | 0.00% | 50,238 | 11,922 | 31.1% | $88.55万 | 加仓 |
| AIR | AAR CORP | $374.60万 | 0.00% | 34,222 | -15,110 | -30.6% | -$165.40万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $377.47万 | 0.00% | 64,684 | 11,001 | 20.5% | $64.20万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $378.14万 | 0.00% | 29,565 | 11,106 | 60.2% | $142.05万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $378.19万 | 0.00% | 23,188 | 1,909 | 9.0% | $31.14万 | 加仓 |
| LOUP | INNOVATOR ETFS TRUST | $378.43万 | 0.00% | 54,968 | -1,054 | -1.9% | -$7.26万 | 减仓 |
| CLMT | CALUMET INC | $379.95万 | 0.00% | 105,836 | -4,764 | -4.3% | -$17.10万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $381.61万 | 0.00% | 1,129 | -481 | -29.9% | -$162.58万 | 减仓 |
| AUR | AURORA INNOVATION INC | $383.36万 | 0.00% | 930,475 | -99,084 | -9.6% | -$40.82万 | 减仓 |
| HDV | ISHARES TR | $383.84万 | 0.00% | 32,236 | 1,336 | 4.3% | $15.91万 | 加仓 |
| GAP | GAP INC | $385.02万 | 0.00% | 158,901 | 45,219 | 39.8% | $109.57万 | 加仓 |
| BIIB | BIOGEN INC | $385.46万 | 0.00% | 20,982 | 6,401 | 43.9% | $117.59万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $386.41万 | 0.00% | 77,296 | -59,070 | -43.3% | -$295.29万 | 减仓 |
| QLD | PROSHARES TR | $387.18万 | 0.00% | 63,472 | 100 | 0.2% | $6,100 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $387.53万 | 0.00% | 3,751,000 | -30,000 | -0.8% | -$3.10万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $390.30万 | 0.00% | 9,902 | 3,211 | 48.0% | $126.57万 | 加仓 |
| DXCM | DEXCOM INC | $390.83万 | 0.00% | 62,145 | 7,655 | 14.0% | $48.14万 | 加仓 |
| IDCC | INTERDIGITAL INC | $391.95万 | 0.00% | 12,978 | -348 | -2.6% | -$10.51万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $393.59万 | 0.00% | 84,209 | -5,518 | -6.1% | -$25.79万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $393.72万 | 0.00% | 57,283 | 4,681 | 8.9% | $32.17万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $393.75万 | 0.00% | 143,429 | 50,434 | 54.2% | $138.45万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $395.34万 | 0.00% | 27,308 | -3,893 | -12.5% | -$56.36万 | 减仓 |
| — | HOLOGIC INC | $395.44万 | 0.00% | 52,565 | 4,259 | 8.8% | $32.04万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $395.80万 | 0.00% | 80,447 | 3,185 | 4.1% | $15.67万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $395.99万 | 0.00% | 363,959 | -21,200 | -5.5% | -$23.07万 | 减仓 |
| BALL | BALL CORP | $396.15万 | 0.00% | 66,695 | 27,338 | 69.5% | $162.38万 | 加仓 |
| BANR | BANNER CORP | $397.78万 | 0.00% | 65,553 | 416 | 0.6% | $2.52万 | 加仓 |
| SAN | BANCO SANTANDER SA | $400.67万 | 0.00% | 346,510 | 42,742 | 14.1% | $49.42万 | 加仓 |
| RS | RELIANCE INC | $401.60万 | 0.00% | 13,214 | -1,253 | -8.7% | -$38.08万 | 减仓 |
| — | ISHARES TR | $402.81万 | 0.00% | 92,521 | 368 | 0.4% | $1.60万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $404.04万 | 0.00% | 14,787 | -6,831 | -31.6% | -$186.65万 | 减仓 |
| — | MICROCHIP TECHNOLOGY INC. | $404.75万 | 0.00% | 2,192,000 | -23,000 | -1.0% | -$4.25万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $405.30万 | 0.00% | 145,476 | 145,476 | — | $405.30万 | 新建仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $405.85万 | 0.00% | 197,303 | -3,839 | -1.9% | -$7.90万 | 减仓 |
| AGCO | AGCO CORP | $406.22万 | 0.00% | 34,847 | 899 | 2.6% | $10.48万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $407.73万 | 0.00% | 32,344 | -15,717 | -32.7% | -$198.13万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $408.34万 | 0.00% | 257,143 | -11,422 | -4.3% | -$18.14万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $411.34万 | 0.00% | 73,650 | -10 | -0.0% | -$559 | 减仓 |
| CLH | CLEAN HARBORS INC | $414.36万 | 0.00% | 14,246 | 1,955 | 15.9% | $56.86万 | 加仓 |
| GXC | SPDR INDEX SHS FDS | $416.50万 | 0.00% | 44,727 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $417.26万 | 0.00% | 36,312 | -59 | -0.2% | -$6,780 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $417.86万 | 0.00% | 170,208 | -5,179 | -3.0% | -$12.71万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $418.56万 | 0.00% | 196,137 | 8,729 | 4.7% | $18.63万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $420.05万 | 0.00% | 72,150 | 19,973 | 38.3% | $116.28万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $420.25万 | 0.00% | 34,864 | -2,266 | -6.1% | -$27.31万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $421.01万 | 0.00% | 31,083 | -8,497 | -21.5% | -$115.09万 | 减仓 |
| NET | CLOUDFLARE INC | $421.13万 | 0.00% | 20,409 | 8,160 | 66.6% | $168.38万 | 加仓 |
| DOV | DOVER CORP | $424.56万 | 0.00% | 20,367 | 397 | 2.0% | $8.28万 | 加仓 |
| — | ELECTRONIC ARTS INC | $424.69万 | 0.00% | 20,841 | -12,591 | -37.7% | -$256.57万 | 减仓 |
| IAGG | ISHARES TR | $425.70万 | 0.00% | 85,070 | 6,148 | 7.8% | $30.77万 | 加仓 |
| THG | HANOVER INS GROUP INC | $425.86万 | 0.00% | 24,513 | 6,286 | 34.5% | $109.21万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $426.50万 | 0.00% | 222,576 | 148,104 | 198.9% | $283.80万 | 加仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $426.66万 | 0.00% | 105,977 | -3,644 | -3.3% | -$14.67万 | 减仓 |
| LAZ | LAZARD INC | $427.89万 | 0.00% | 100,726 | -9 | -0.0% | -$382 | 减仓 |
| CINF | CINCINNATI FINL CORP | $428.04万 | 0.00% | 27,202 | -2,444 | -8.2% | -$38.46万 | 减仓 |
| DCI | DONALDSON INC | $429.20万 | 0.00% | 50,498 | -11,118 | -18.0% | -$94.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $430.32万 | 0.00% | 59,700 | 16,394 | 37.9% | $118.17万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $431.08万 | 0.00% | 16,132 | -6,141 | -27.6% | -$164.10万 | 减仓 |
| PODD | INSULET CORP | $432.52万 | 0.00% | 20,760 | 6,393 | 44.5% | $133.19万 | 加仓 |
| DEM | WISDOMTREE TR | $432.86万 | 0.00% | 87,112 | -22,016 | -20.2% | -$109.40万 | 减仓 |