Focus Partners Wealth
ST LOUIS MO · SEC CIK 0001542153
$976.47亿2026Q2 申报市值
2,759持仓数
20.4%前十大占比 · 第一大 3.0%
302 / 256新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SMH 加仓+$3.25亿
ITOT 加仓+$3.04亿
VEA 加仓+$2.59亿
ISVL 新建仓+$2.02亿
DFIV 加仓+$1.97亿
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$7.66亿
LRCX 减仓-$3.82亿
GOOGL 减仓-$2.42亿
EXXON MOBIL CORP 减仓-$2.35亿
OEF 减仓-$2.23亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FTAI | FTAI AVIATION LTD | $727.85万 | 0.01% | 31,135 | 2,494 | 8.7% | $58.30万 | 加仓 |
| VEEV | VEEVA SYS INC | $728.03万 | 0.01% | 41,022 | 6,016 | 17.2% | $106.77万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $738.39万 | 0.01% | 32,286 | 10,352 | 47.2% | $236.75万 | 加仓 |
| MOAT | VANECK ETF TRUST | $739.20万 | 0.01% | 71,105 | -21,753 | -23.4% | -$226.14万 | 减仓 |
| PPG | PPG INDS INC | $742.27万 | 0.01% | 61,199 | -26,027 | -29.8% | -$315.68万 | 减仓 |
| EBAY | EBAY INC. | $742.90万 | 0.01% | 66,481 | -33,594 | -33.6% | -$375.40万 | 减仓 |
| RL | RALPH LAUREN CORP | $751.49万 | 0.01% | 18,712 | -1,045 | -5.3% | -$41.97万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $752.65万 | 0.01% | 67,843 | -4,674 | -6.4% | -$51.85万 | 减仓 |
| OKLO | OKLO INC | $755.30万 | 0.01% | 144,333 | 25,011 | 21.0% | $130.88万 | 加仓 |
| SRE | SEMPRA | $757.08万 | 0.01% | 81,607 | 22,983 | 39.2% | $213.22万 | 加仓 |
| TQQQ | PROSHARES TR | $760.38万 | 0.01% | 93,874 | 31,863 | 51.4% | $258.09万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $760.47万 | 0.01% | 241,828 | 96,352 | 66.2% | $303.00万 | 加仓 |
| ADSK | AUTODESK INC | $760.78万 | 0.01% | 39,130 | -13,044 | -25.0% | -$253.61万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $764.54万 | 0.01% | 132,090 | -2,470 | -1.8% | -$14.30万 | 减仓 |
| STIP | ISHARES TR | $770.49万 | 0.01% | 75,419 | 3,524 | 4.9% | $36.00万 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $772.84万 | 0.01% | 162,839 | -21,359 | -11.6% | -$101.37万 | 减仓 |
| BBDC | BARINGS BDC INC | $773.29万 | 0.01% | 907,615 | -47,568 | -5.0% | -$40.53万 | 减仓 |
| XSOE | WISDOMTREE TR | $773.41万 | 0.01% | 157,261 | -5,786 | -3.5% | -$28.46万 | 减仓 |
| CGNX | COGNEX CORP | $776.59万 | 0.01% | 107,282 | -8,692 | -7.5% | -$62.92万 | 减仓 |
| IBTG | ISHARES TR | $778.16万 | 0.01% | 339,954 | -300,205 | -46.9% | -$687.17万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $778.61万 | 0.01% | 40,294 | 2,176 | 5.7% | $42.05万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $781.17万 | 0.01% | 316,775 | 14,943 | 5.0% | $36.85万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $781.34万 | 0.01% | 234,991 | 1,992 | 0.9% | $6.62万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $789.85万 | 0.01% | 207,551 | 36,327 | 21.2% | $138.24万 | 加仓 |
| MLI | MUELLER INDS INC | $793.69万 | 0.01% | 64,564 | -484 | -0.7% | -$5.95万 | 减仓 |
| — | APPLE INC | $795.74万 | 0.01% | 27,500 | -1,800 | -6.1% | -$52.08万 | 重新持有 |
| VSS | VANGUARD INTL EQUITY INDEX F | $797.20万 | 0.01% | 51,669 | -238 | -0.5% | -$3.67万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $799.93万 | 0.01% | 10,557 | 166 | 1.6% | $12.58万 | 加仓 |
| VCYT | VERACYTE INC | $801.14万 | 0.01% | 136,410 | 136,410 | — | $801.14万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $806.17万 | 0.01% | 5,176,000 | -103,000 | -2.0% | -$16.04万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $808.90万 | 0.01% | 80,655 | 10,228 | 14.5% | $102.58万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $817.41万 | 0.01% | 133,316 | -500 | -0.4% | -$3.07万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $818.53万 | 0.01% | 52,476 | 9,054 | 20.9% | $141.23万 | 加仓 |
| BYLD | ISHARES TR | $819.42万 | 0.01% | 361,776 | -65,353 | -15.3% | -$148.02万 | 减仓 |
| MELI | MERCADOLIBRE INC | $820.83万 | 0.01% | 4,835 | -197 | -3.9% | -$33.44万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $821.10万 | 0.01% | 215,745 | 16,093 | 8.1% | $61.25万 | 加仓 |
| TXG | 10X GENOMICS INC | $821.37万 | 0.01% | 214,296 | -10,200 | -4.5% | -$39.10万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $823.97万 | 0.01% | 14,697 | 1,881 | 14.7% | $105.46万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $824.18万 | 0.01% | 99,215 | 13,664 | 16.0% | $113.51万 | 加仓 |
| AGX | ARGAN INC | $830.00万 | 0.01% | 10,393 | -91 | -0.9% | -$7.27万 | 减仓 |
| — | SABA CAPITAL INCOME & OPPORT | $841.76万 | 0.01% | 1,008,095 | -36,858 | -3.5% | -$30.78万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $842.62万 | 0.01% | 60,646 | 30,554 | 101.5% | $424.52万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $843.24万 | 0.01% | 183,114 | 2,957 | 1.6% | $13.62万 | 加仓 |
| WAB | WABTEC | $847.22万 | 0.01% | 31,424 | -5,368 | -14.6% | -$144.73万 | 减仓 |
| DASH | DOORDASH INC | $847.58万 | 0.01% | 45,931 | -20,297 | -30.6% | -$374.55万 | 减仓 |
| CAVA | CAVA GROUP INC | $851.93万 | 0.01% | 108,554 | -7,899 | -6.8% | -$61.99万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $859.01万 | 0.01% | 72,105 | -3,896 | -5.1% | -$46.41万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $864.28万 | 0.01% | 50,586 | 50,586 | — | $864.28万 | 新建仓 |
| MAS | MASCO CORP | $866.07万 | 0.01% | 106,447 | 27,491 | 34.8% | $223.67万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $867.64万 | 0.01% | 55,929 | 1,001 | 1.8% | $15.53万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $867.66万 | 0.01% | 52,052 | 28,864 | 124.5% | $481.14万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $867.72万 | 0.01% | 209,996 | -20,904 | -9.1% | -$86.38万 | 减仓 |
| AEE | AMEREN CORP | $868.04万 | 0.01% | 76,791 | 13,937 | 22.2% | $157.54万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $869.30万 | 0.01% | 190,971 | -25,531 | -11.8% | -$116.22万 | 减仓 |
| GPC | GENUINE PARTS CO | $869.86万 | 0.01% | 73,725 | -4,988 | -6.3% | -$58.85万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $872.00万 | 0.01% | 15,120 | -372 | -2.4% | -$21.45万 | 减仓 |
| IYJ | ISHARES TR | $875.62万 | 0.01% | 52,542 | 1,170 | 2.3% | $19.50万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $875.66万 | 0.01% | 14,043 | -2,398 | -14.6% | -$149.53万 | 减仓 |
| FISV | FISERV INC | $881.86万 | 0.01% | 179,787 | -16,736 | -8.5% | -$82.09万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $882.92万 | 0.01% | 88,151 | 13,891 | 18.7% | $139.13万 | 加仓 |
| — | NVIDIA CORPORATION | $890.40万 | 0.01% | 44,500 | -4,300 | -8.8% | -$86.04万 | 重新持有 |
| PINS | PINTEREST INC | $897.72万 | 0.01% | 426,874 | -14,483 | -3.3% | -$30.46万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $897.74万 | 0.01% | 255,309 | 255,309 | — | $897.74万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $903.61万 | 0.01% | 271,525 | 50,200 | 22.7% | $167.06万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $904.12万 | 0.01% | 43,714 | 7,469 | 20.6% | $154.48万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $912.35万 | 0.01% | 181,094 | -12,326 | -6.4% | -$62.10万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $913.35万 | 0.01% | 126,310 | 4,103 | 3.4% | $29.67万 | 加仓 |
| XYL | XYLEM INC | $913.94万 | 0.01% | 77,317 | 9,313 | 13.7% | $110.09万 | 加仓 |
| RPM | RPM INTL INC | $917.97万 | 0.01% | 82,589 | -10,955 | -11.7% | -$121.76万 | 减仓 |
| CTVA | CORTEVA INC | $919.04万 | 0.01% | 108,524 | -27,215 | -20.0% | -$230.47万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $929.97万 | 0.01% | 11,700 | -2,536 | -17.8% | -$201.57万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $930.55万 | 0.01% | 220,457 | 5,181 | 2.4% | $21.87万 | 加仓 |
| MLPA | GLOBAL X FDS | $932.47万 | 0.01% | 175,672 | 20,390 | 13.1% | $108.23万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $936.33万 | 0.01% | 395,395 | 35,433 | 9.8% | $83.91万 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $938.53万 | 0.01% | 513,420 | -24,448 | -4.5% | -$44.69万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $940.13万 | 0.01% | 276,482 | -95,269 | -25.6% | -$323.94万 | 减仓 |
| — | VANECK ETF TRUST | $940.21万 | 0.01% | 78,877 | -7,515 | -8.7% | -$89.58万 | 减仓 |
| NEM | NEWMONT CORP | $944.16万 | 0.01% | 101,086 | -66,162 | -39.6% | -$617.97万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $948.15万 | 0.01% | 282,861 | -290,767 | -50.7% | -$974.65万 | 减仓 |
| ESGU | ISHARES TR | $949.23万 | 0.01% | 57,996 | -2,513 | -4.2% | -$41.13万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $949.59万 | 0.01% | 139,624 | -16,364 | -10.5% | -$111.29万 | 减仓 |
| HAL | HALLIBURTON CO | $952.51万 | 0.01% | 280,561 | 11,778 | 4.4% | $39.99万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $953.39万 | 0.01% | 15,456 | 5,554 | 56.1% | $342.59万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $957.41万 | 0.01% | 159,833 | -13,320 | -7.7% | -$79.79万 | 减仓 |
| KVUE | KENVUE INC | $960.55万 | 0.01% | 502,643 | 23,659 | 4.9% | $45.21万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $965.00万 | 0.01% | 490,844 | -981,721 | -66.7% | -$1,930.06万 | 减仓 |
| DLTR | DOLLAR TREE INC | $976.25万 | 0.01% | 80,711 | -12,373 | -13.3% | -$149.66万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $977.05万 | 0.01% | 283,121 | 6,258 | 2.3% | $21.60万 | 加仓 |
| PFF | ISHARES TR | $977.22万 | 0.01% | 320,505 | -29,994 | -8.6% | -$91.45万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $983.33万 | 0.01% | 113,930 | 1,032 | 0.9% | $8.91万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $987.67万 | 0.01% | 218,857 | -192,221 | -46.8% | -$867.47万 | 减仓 |
| BCS | BARCLAYS PLC | $992.81万 | 0.01% | 369,624 | 17,501 | 5.0% | $47.01万 | 加仓 |
| MET | METLIFE INC | $993.02万 | 0.01% | 116,987 | -94,994 | -44.8% | -$806.34万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $996.33万 | 0.01% | 299,195 | -38,062 | -11.3% | -$126.75万 | 减仓 |
| ORI | OLD REP INTL CORP | $998.74万 | 0.01% | 244,062 | -340,695 | -58.3% | -$1,394.18万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $1,001.74万 | 0.01% | 73,663 | 6,753 | 10.1% | $91.83万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,002.17万 | 0.01% | 187,467 | -43,133 | -18.7% | -$230.58万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $1,005.06万 | 0.01% | 160,092 | 2,093 | 1.3% | $13.14万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,005.27万 | 0.01% | 140,388 | -27,060 | -16.2% | -$193.77万 | 减仓 |
| KR | KROGER CO | $1,010.44万 | 0.01% | 181,962 | -29,025 | -13.8% | -$161.18万 | 减仓 |