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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $10.04亿 | 1.03% | 2,659,162 | -556,378 | -17.3% | -$2.10亿 | 减仓 |
| BSVO | EA SERIES TRUST | $10.75亿 | 1.10% | 36,844,044 | -413,813 | -1.1% | -$1,207.91万 | 减仓 |
| EQTY | VALUED ADVISERS TR | $12.26亿 | 1.26% | 43,870,772 | -696,937 | -1.6% | -$1,947.82万 | 减仓 |
| ITOT | ISHARES TR | $14.02亿 | 1.44% | 8,536,010 | 1,849,941 | 27.7% | $3.04亿 | 加仓 |
| GOOG | ALPHABET INC | $14.06亿 | 1.44% | 3,987,329 | -162,310 | -3.9% | -$5,724.99万 | 减仓 |
| GOOGL | ALPHABET INC | $14.76亿 | 1.51% | 4,130,802 | -677,676 | -14.1% | -$2.42亿 | 减仓 |
| AMZN | AMAZON COM INC | $16.30亿 | 1.67% | 6,842,819 | -839,621 | -10.9% | -$2.00亿 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $16.49亿 | 1.69% | 2,355,908 | -73,467 | -3.0% | -$5,143.65万 | 减仓 |
| IVV | ISHARES TR | $18.07亿 | 1.85% | 2,413,265 | 209,557 | 9.5% | $1.57亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $18.47亿 | 1.89% | 2,688,933 | 16,975 | 0.6% | $1,165.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $18.69亿 | 1.91% | 42,128,827 | -455,293 | -1.1% | -$2,019.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $18.95亿 | 1.94% | 5,084,517 | -233,884 | -4.4% | -$8,718.91万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $24.20亿 | 2.48% | 12,703,573 | -277,380 | -2.1% | -$5,284.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $24.83亿 | 2.54% | 12,427,184 | 318,021 | 2.6% | $6,355.46万 | 加仓 |
| AAPL | APPLE INC | $28.85亿 | 2.95% | 10,016,436 | -21,352 | -0.2% | -$615.01万 | 减仓 |