13F 机构持仓

Focus Partners Wealth

ST LOUIS MO · SEC CIK 0001542153

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$976.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.8%
NVDA 2.4%
MSFT 2.2%
XLK 1.9%
DIMENSIONAL ET 1.9%
AMZN 1.8%
VOO 1.8%
SPY 1.6%
IVV 1.6%
GOOGL 1.5%

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 23,41441.1% $99.37万 加仓
HLN HALEON PLC $341.81万0.00%195,548 24,57714.4% $42.96万 加仓
MTZ MASTEC INC $343.14万0.00%10,665 1,04010.8% $33.46万 加仓
EPR EPR PPTYS $343.27万0.00%66,843 16,89633.8% $86.77万 加仓
AXS AXIS CAP HLDGS LTD $343.47万0.00%33,897 9,80440.7% $99.34万 加仓
XYZ BLOCK INC $345.63万0.00%22,174 6,14038.3% $95.71万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $346.06万0.00%50,683 5,12911.3% $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 5,7438.4% $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 5,72041.7% $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%274,058 208,633318.9% $267.05万 加仓
ARGX ARGENX SE $351.29万0.00%4,810 1,32938.2% $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 1570.3% $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%1,085,482 187,07320.8% $61.92万 加仓
NNN NNN REIT INC $359.74万0.00%84,900 18,40027.7% $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 1500.4% $1.59万 加仓
FNDE SCHWAB STRATEGIC TR $364.09万0.00%95,161 5,3756.0% $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 1,3703.9% $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%209,144 128,742160.1% $226.33万 加仓
MAA MID-AMER APT CMNTYS INC $368.80万0.00%30,092 8,93242.2% $109.47万 加仓
DOCU DOCUSIGN INC $370.28万0.00%78,078 32,30470.6% $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 14,2683.1% $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 11,92231.1% $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 11,00120.5% $64.20万 加仓
CF CF INDUSTRIES HOLD $378.14万0.00%29,565 11,10660.2% $142.05万 加仓
WCN WASTE CONNECTIONS INC $378.19万0.00%23,188 1,9099.0% $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 1,3364.3% $15.91万 加仓
GAP GAP INC $385.02万0.00%158,901 45,21939.8% $109.57万 加仓
BIIB BIOGEN INC $385.46万0.00%20,982 6,40143.9% $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 1000.2% $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 3,21148.0% $126.57万 加仓
DXCM DEXCOM INC $390.83万0.00%62,145 7,65514.0% $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 4,6818.9% $32.17万 加仓
— WARNER BROS DISCOVERY INC $393.75万0.00%143,429 50,43454.2% $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 4,2598.8% $32.04万 加仓
CBSH COMMERCE BANCSHARES INC $395.80万0.00%80,447 3,1854.1% $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 27,33869.5% $162.38万 加仓
BANR BANNER CORP $397.78万0.00%65,553 4160.6% $2.52万 加仓
SAN BANCO SANTANDER SA $400.67万0.00%346,510 42,74214.1% $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 3680.4% $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 8992.6% $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 1,95515.9% $56.86万 加仓
GXC SPDR INDEX SHS FDS $416.50万0.00%44,727 00.0% — 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 8,7294.7% $18.63万 加仓
ZION ZIONS BANCORPORATION NATL AS $420.05万0.00%72,150 19,97338.3% $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 8,16066.6% $168.38万 加仓
DOV DOVER CORP $424.56万0.00%20,367 3972.0% $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 6,1487.8% $30.77万 加仓
THG HANOVER INS GROUP INC $425.86万0.00%24,513 6,28634.5% $109.21万 加仓
HST HOST HOTELS & RESORTS INC $426.50万0.00%222,576 148,104198.9% $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 16,39437.9% $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 6,39344.5% $133.19万 加仓
DEM WISDOMTREE TR $432.86万0.00%87,112 -22,016-20.2% -$109.40万 减仓