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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $1.06亿 | 0.12% | 1,398,412 | 10,088 | 0.7% | $76.73万 | 加仓 |
| ORCL | ORACLE CORP | $1.07亿 | 0.12% | 723,087 | 36,585 | 5.3% | $540.21万 | 加仓 |
| CME | CME GROUP INC | $1.08亿 | 0.12% | 365,881 | -931 | -0.3% | -$27.50万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1.08亿 | 0.12% | 4,074,640 | 68,769 | 1.7% | $182.79万 | 加仓 |
| EFV | ISHARES TR | $1.09亿 | 0.12% | 1,458,273 | -45,441 | -3.0% | -$338.40万 | 减仓 |
| GE | GE AEROSPACE | $1.09亿 | 0.12% | 383,574 | 3,777 | 1.0% | $107.19万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.10亿 | 0.12% | 1,760,763 | -604,618 | -25.6% | -$3,762.83万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1.10亿 | 0.12% | 1,947,389 | 1,808,485 | 1,302.0% | $1.02亿 | 加仓 |
| USMV | ISHARES TR | $1.10亿 | 0.12% | 1,188,453 | -37,166 | -3.0% | -$344.68万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.11亿 | 0.12% | 159 | 11 | 7.4% | $769.66万 | 加仓 |
| MUB | ISHARES TR | $1.12亿 | 0.12% | 1,053,799 | -145,004 | -12.1% | -$1,539.39万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.13亿 | 0.13% | 3,191,240 | 2,064 | 0.1% | $7.33万 | 加仓 |
| IEI | ISHARES TR | $1.14亿 | 0.13% | 963,830 | 24,436 | 2.6% | $289.81万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.14亿 | 0.13% | 1,289,900 | -94,004 | -6.8% | -$833.31万 | 减仓 |
| DGRW | WISDOMTREE TR | $1.16亿 | 0.13% | 1,319,213 | -39,470 | -2.9% | -$346.70万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1.16亿 | 0.13% | 506,019 | 93,458 | 22.7% | $2,147.19万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.17亿 | 0.13% | 1,611,047 | 75,103 | 4.9% | $546.60万 | 加仓 |
| ALC | ALCON AG | $1.17亿 | 0.13% | 1,557,335 | 81,237 | 5.5% | $612.23万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.17亿 | 0.13% | 1,803,273 | 1,803,273 | — | $1.17亿 | 新建仓 |
| GLW | CORNING INC | $1.18亿 | 0.13% | 868,767 | -233,518 | -21.2% | -$3,180.48万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.18亿 | 0.13% | 2,523,940 | 114,866 | 4.8% | $539.30万 | 加仓 |
| AMGN | AMGEN INC | $1.22亿 | 0.14% | 360,036 | -6,319 | -1.7% | -$214.32万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.23亿 | 0.14% | 288,357 | 104,481 | 56.8% | $4,444.80万 | 加仓 |
| ACWX | ISHARES TR | $1.23亿 | 0.14% | 1,801,870 | 119,289 | 7.1% | $816.77万 | 加仓 |
| IEF | ISHARES TR | $1.25亿 | 0.14% | 1,307,168 | -46,519 | -3.4% | -$443.98万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1.25亿 | 0.14% | 1,622,955 | 17,385 | 1.1% | $134.11万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1.26亿 | 0.14% | 2,053,234 | 684,728 | 50.0% | $4,198.75万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1.26亿 | 0.14% | 683,834 | 6,650 | 1.0% | $122.55万 | 加仓 |
| ASML | ASML HLDG NV | $1.26亿 | 0.14% | 95,370 | -11,795 | -11.0% | -$1,559.43万 | 减仓 |
| PCAR | PACCAR INC | $1.27亿 | 0.14% | 1,096,942 | -105,758 | -8.8% | -$1,221.51万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $1.28亿 | 0.14% | 2,824,503 | 18,501 | 0.7% | $83.65万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.28亿 | 0.14% | 1,011,775 | 17,249 | 1.7% | $218.97万 | 加仓 |
| AGG | ISHARES TR | $1.34亿 | 0.15% | 1,337,798 | -29,460 | -2.2% | -$294.18万 | 减仓 |
| IWV | ISHARES TR | $1.34亿 | 0.15% | 360,403 | -3,991 | -1.1% | -$147.94万 | 减仓 |
| KAT | ADVISORS SER TR | $1.34亿 | 0.15% | 2,502,737 | -152,026 | -5.7% | -$814.78万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.37亿 | 0.15% | 1,663,200 | 970,550 | 140.1% | $7,990.54万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.38亿 | 0.15% | 1,744,661 | 388,928 | 28.7% | $3,083.03万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.39亿 | 0.15% | 435,406 | -85,615 | -16.4% | -$2,725.29万 | 减仓 |
| CPRT | COPART INC | $1.40亿 | 0.16% | 4,228,572 | 901,942 | 27.1% | $2,994.45万 | 加仓 |
| SO | SOUTHERN CO | $1.41亿 | 0.16% | 1,462,181 | 46,735 | 3.3% | $451.09万 | 加仓 |
| WAT | WATERS CORP | $1.41亿 | 0.16% | 474,862 | 203,101 | 74.7% | $6,048.35万 | 加仓 |
| IWM | ISHARES TR | $1.45亿 | 0.16% | 584,668 | -9,722 | -1.6% | -$241.83万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.46亿 | 0.16% | 336,241 | 22,509 | 7.2% | $976.93万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1.47亿 | 0.16% | 1,712,397 | -25,942 | -1.5% | -$222.72万 | 减仓 |
| TJX | TJX COS INC NEW | $1.47亿 | 0.16% | 922,531 | -13,088 | -1.4% | -$209.00万 | 减仓 |
| NFLX | NETFLIX INC. | $1.48亿 | 0.16% | 1,538,950 | 90,523 | 6.2% | $869.13万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.48亿 | 0.17% | 688,702 | -131 | -0.0% | -$2.82万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1.49亿 | 0.17% | 949,473 | 65,417 | 7.4% | $1,028.55万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1.49亿 | 0.17% | 247,406 | 16,514 | 7.2% | $997.47万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1.50亿 | 0.17% | 1,147,807 | 125,811 | 12.3% | $1,647.18万 | 加仓 |
| EFA | ISHARES TR | $1.54亿 | 0.17% | 1,588,694 | 41,281 | 2.7% | $400.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.58亿 | 0.18% | 4,501,394 | 190,468 | 4.4% | $667.40万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.59亿 | 0.18% | 3,513,024 | 130,255 | 3.9% | $587.71万 | 加仓 |
| QCOM | QUALCOMM INC | $1.59亿 | 0.18% | 1,236,060 | -13,897 | -1.1% | -$179.03万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1.60亿 | 0.18% | 532,814 | 10,950 | 2.1% | $328.89万 | 加仓 |
| IGSB | ISHARES TR | $1.61亿 | 0.18% | 3,049,084 | 928,254 | 43.8% | $4,902.28万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.62亿 | 0.18% | 474,727 | -31,382 | -6.2% | -$1,070.78万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.64亿 | 0.18% | 478,855 | -86,550 | -15.3% | -$2,968.20万 | 减仓 |
| MINT | PIMCO ETF TR | $1.66亿 | 0.18% | 1,639,635 | 545,259 | 49.8% | $5,513.30万 | 加仓 |
| IJH | ISHARES TR | $1.67亿 | 0.19% | 2,471,080 | 54,870 | 2.3% | $370.60万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1.68亿 | 0.19% | 2,136,503 | 69,103 | 3.3% | $541.84万 | 加仓 |
| BAC | BANK AMERICA CORP | $1.70亿 | 0.19% | 3,483,781 | -61,498 | -1.7% | -$299.96万 | 减仓 |
| MRK | MERCK & CO INC | $1.73亿 | 0.19% | 1,435,704 | 8,160 | 0.6% | $98.14万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1.73亿 | 0.19% | 5,171,198 | 50,314 | 1.0% | $168.69万 | 加仓 |
| — | HONEYWELL INTL INC | $1.74亿 | 0.19% | 769,534 | 53,191 | 7.4% | $1,202.17万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $1.75亿 | 0.19% | 1,371,478 | 32,780 | 2.4% | $417.22万 | 加仓 |
| CSL | CARLISLE COS INC | $1.75亿 | 0.19% | 523,387 | 301,164 | 135.5% | $1.00亿 | 加仓 |
| CRM | SALESFORCE INC | $1.77亿 | 0.20% | 947,077 | 51,748 | 5.8% | $966.11万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.80亿 | 0.20% | 829,355 | -20,179 | -2.4% | -$438.39万 | 减仓 |
| BLK | BLACKROCK INC | $1.80亿 | 0.20% | 187,523 | 16,844 | 9.9% | $1,620.30万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1.81亿 | 0.20% | 3,952,034 | 1,504,275 | 61.5% | $6,903.12万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.82亿 | 0.20% | 2,203,423 | 1,727 | 0.1% | $14.29万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1.86亿 | 0.21% | 901,751 | -18,260 | -2.0% | -$376.25万 | 减仓 |
| KLAC | KLA CORP | $1.89亿 | 0.21% | 128,240 | 3,884 | 3.1% | $573.65万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.89亿 | 0.21% | 3,092,580 | 2,420,550 | 360.2% | $1.48亿 | 加仓 |
| GLD | SPDR GOLD TR | $1.93亿 | 0.22% | 448,597 | -10,350 | -2.3% | -$445.40万 | 减仓 |
| ABBV | ABBVIE INC | $1.94亿 | 0.22% | 894,467 | -17,893 | -2.0% | -$388.95万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.95亿 | 0.22% | 1,027,896 | 364,550 | 55.0% | $6,912.34万 | 加仓 |
| MCD | MCDONALDS CORP | $1.97亿 | 0.22% | 635,056 | 30,970 | 5.1% | $962.36万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2.02亿 | 0.23% | 2,504,756 | 294,564 | 13.3% | $2,379.00万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $2.02亿 | 0.23% | 4,221,880 | 558,962 | 15.3% | $2,679.11万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.03亿 | 0.23% | 3,763,098 | 250,473 | 7.1% | $1,354.19万 | 加仓 |
| AON | AON PLC | $2.04亿 | 0.23% | 630,805 | 84,601 | 15.5% | $2,730.85万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2.12亿 | 0.24% | 2,254,162 | 152,699 | 7.3% | $1,434.74万 | 加仓 |
| IEMG | ISHARES INC | $2.14亿 | 0.24% | 3,061,820 | 259,896 | 9.3% | $1,813.34万 | 加仓 |
| IVW | ISHARES TR | $2.15亿 | 0.24% | 1,904,019 | -16,527 | -0.9% | -$187.00万 | 减仓 |
| IJR | ISHARES TR | $2.16亿 | 0.24% | 1,736,782 | -8,872 | -0.5% | -$110.31万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $2.17亿 | 0.24% | 4,185,275 | 734,507 | 21.3% | $3,808.42万 | 加仓 |
| LLY | ELI LILLY & CO | $2.18亿 | 0.24% | 237,125 | 14,883 | 6.7% | $1,368.89万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.20亿 | 0.25% | 259,987 | -14,324 | -5.2% | -$1,212.80万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $2.25亿 | 0.25% | 1,080,398 | 364,698 | 51.0% | $7,590.17万 | 加仓 |
| HD | HOME DEPOT INC | $2.30亿 | 0.26% | 698,865 | 11,386 | 1.7% | $374.53万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2.30亿 | 0.26% | 4,602,849 | 348,132 | 8.2% | $1,738.92万 | 加仓 |
| DLN | WISDOMTREE TR | $2.31亿 | 0.26% | 2,588,235 | 9,077 | 0.4% | $81.08万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2.33亿 | 0.26% | 1,958,899 | -20,703 | -1.0% | -$245.92万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2.37亿 | 0.26% | 1,134,158 | 590,685 | 108.7% | $1.24亿 | 加仓 |
| CAT | CATERPILLAR INC | $2.40亿 | 0.27% | 338,031 | -57,610 | -14.6% | -$4,085.98万 | 减仓 |
| TSLA | TESLA INC | $2.44亿 | 0.27% | 654,689 | 58,374 | 9.8% | $2,175.31万 | 加仓 |
| CSCO | CISCO SYS INC | $2.48亿 | 0.28% | 3,187,038 | 481,884 | 17.8% | $3,742.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.50亿 | 0.28% | 3,447,394 | -69,649 | -2.0% | -$504.82万 | 减仓 |