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 |
|---|---|---|---|---|---|---|---|---|
| — | CION INVT CORP | $12.83万 | 0.00% | 18,759 | 7,070 | 60.5% | $4.84万 | 加仓 |
| — | EATON VANCE FLOATING RATE IN | $13.04万 | 0.00% | 12,154 | 266 | 2.2% | $2,854 | 加仓 |
| PHR | PHREESIA INC | $13.15万 | 0.00% | 15,689 | 15,689 | — | $13.15万 | 新建仓 |
| MMT | MFS MULTIMARKET INCOME TR | $13.23万 | 0.00% | 28,645 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $13.32万 | 0.00% | 23,741 | 1,566 | 7.1% | $8,785 | 加仓 |
| PUBM | PUBMATIC INC | $13.32万 | 0.00% | 13,919 | 13,919 | — | $13.32万 | 新建仓 |
| — | CHEESECAKE FACTORY INC | $13.35万 | 0.00% | 135,000 | -15,000 | -10.0% | -$1.48万 | 减仓 |
| ASAN | ASANA INC | $13.38万 | 0.00% | 20,796 | 20,796 | — | $13.38万 | 新建仓 |
| PD | PAGERDUTY INC | $13.39万 | 0.00% | 21,555 | 21,555 | — | $13.39万 | 新建仓 |
| WIT | WIPRO LTD | $13.45万 | 0.00% | 63,464 | -31,397 | -33.1% | -$6.66万 | 减仓 |
| VVR | INVESCO SR INCOME TR | $13.56万 | 0.00% | 42,123 | 1,208 | 3.0% | $3,890 | 加仓 |
| KURA | KURA ONCOLOGY INC | $13.67万 | 0.00% | 16,809 | -7,850 | -31.8% | -$6.38万 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $13.74万 | 0.00% | 10,902 | 269 | 2.5% | $3,389 | 加仓 |
| QUAD | QUAD / GRAPHICS INC | $13.97万 | 0.00% | 21,136 | 5,136 | 32.1% | $3.40万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $13.98万 | 0.00% | 15,920 | -429 | -2.6% | -$3,767 | 减仓 |
| — | ENVOY MEDICAL INC | $14.14万 | 0.00% | 212,655 | 0 | 0.0% | — | 不变 |
| NEWT | NEWTEKONE INC | $14.28万 | 0.00% | 13,041 | 506 | 4.0% | $5,541 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $14.31万 | 0.00% | 11,468 | -3,309 | -22.4% | -$4.13万 | 减仓 |
| SVM | SILVERCORP METALS INC | $14.45万 | 0.00% | 13,456 | 2,030 | 17.8% | $2.18万 | 加仓 |
| — | PALLADYNE AI CORP | $14.53万 | 0.00% | 23,939 | 458 | 2.0% | $2,780 | 加仓 |
| — | LESLIES INC | $14.56万 | 0.00% | 130,000 | 67,978 | 109.6% | $7.61万 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $14.72万 | 0.00% | 33,677 | 180 | 0.5% | $787 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $14.75万 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $14.75万 | 0.00% | 6,719 | 6,719 | — | $14.75万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $15.24万 | 0.00% | 27,460 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC | $15.24万 | 0.00% | 13,097 | 13,097 | — | $15.24万 | 新建仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $15.33万 | 0.00% | 14,547 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN INCOME SECS TR | $15.38万 | 0.00% | 14,055 | 14,055 | — | $15.38万 | 新建仓 |
| SLRC | SLR INVESTMENT CORP | $15.50万 | 0.00% | 10,829 | 627 | 6.1% | $8,972 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $15.56万 | 0.00% | 16,363 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC | $15.62万 | 0.00% | 14,832 | -10,855 | -42.3% | -$11.43万 | 减仓 |
| — | EATON VANCE SR FLTNG RTE TR | $15.65万 | 0.00% | 14,851 | -377 | -2.5% | -$3,973 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $15.77万 | 0.00% | 10,800 | 0 | 0.0% | — | 不变 |
| — | ARES DYNAMIC CR ALLOCATION F | $15.81万 | 0.00% | 13,000 | 13,000 | — | $15.81万 | 新建仓 |
| INMD | INMODE LTD | $15.91万 | 0.00% | 11,628 | 11 | 0.1% | $150 | 加仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $15.95万 | 0.00% | 57,163 | -4,647 | -7.5% | -$1.30万 | 减仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $16.00万 | 0.00% | 15,552 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $16.02万 | 0.00% | 11,637 | -3,048 | -20.8% | -$4.20万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $16.14万 | 0.00% | 44,098 | 7,109 | 19.2% | $2.60万 | 加仓 |
| SDGR | SCHRODINGER INC | $16.51万 | 0.00% | 14,528 | 14,528 | — | $16.51万 | 新建仓 |
| QNST | QUINSTREET INC | $16.92万 | 0.00% | 14,088 | 14,088 | — | $16.92万 | 新建仓 |
| — | ZEVIA PBC | $17.00万 | 0.00% | 145,264 | 2,325 | 1.6% | $2,720 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $17.03万 | 0.00% | 28,152 | -3,930 | -12.2% | -$2.38万 | 减仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $17.10万 | 0.00% | 50,007 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTIL TR | $17.12万 | 0.00% | 28,303 | 10,649 | 60.3% | $6.44万 | 加仓 |
| ICL | ICL GROUP LTD | $17.14万 | 0.00% | 34,056 | 10,488 | 44.5% | $5.28万 | 加仓 |
| LCID | LUCID GROUP INC | $17.95万 | 0.00% | 23,821 | 1,759 | 8.0% | $1.33万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $18.04万 | 0.00% | 15,766 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II | $18.06万 | 0.00% | 26,215 | 138 | 0.5% | $951 | 加仓 |
| BHVN | BIOHAVEN LTD | $18.17万 | 0.00% | 21,481 | 9,453 | 78.6% | $8.00万 | 加仓 |
| — | TORO CORP | $18.42万 | 0.00% | 50,826 | 50,826 | — | $18.42万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $18.54万 | 0.00% | 11,647 | 11,647 | — | $18.54万 | 新建仓 |
| BANC | BANC OF CALIFORNIA INC | $18.54万 | 0.00% | 10,538 | 10,538 | — | $18.54万 | 新建仓 |
| — | NUVEEN MO QUALITY MUN INCOME | $18.68万 | 0.00% | 17,655 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $18.80万 | 0.00% | 16,669 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $18.97万 | 0.00% | 21,037 | -39,625 | -65.3% | -$35.74万 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $19.10万 | 0.00% | 11,612 | -2,164 | -15.7% | -$3.56万 | 减仓 |
| ARDX | ARDELYX INC | $19.10万 | 0.00% | 31,892 | 7,200 | 29.2% | $4.31万 | 加仓 |
| ASM | AVINO SILVER & GOLD MINES LT | $19.35万 | 0.00% | 30,616 | 5,060 | 19.8% | $3.20万 | 加仓 |
| — | MFS GOVT MKTS INCOME TR | $19.41万 | 0.00% | 66,036 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $19.47万 | 0.00% | 12,986 | -895 | -6.4% | -$1.34万 | 减仓 |
| CERS | CERUS CORP | $19.76万 | 0.00% | 108,563 | -12,163 | -10.1% | -$2.21万 | 减仓 |
| EPOL | ISHARES TR | $20.03万 | 0.00% | 5,501 | 5,501 | — | $20.03万 | 新建仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $20.07万 | 0.00% | 57,185 | 13,220 | 30.1% | $4.64万 | 加仓 |
| CPLS | AB ACTIVE ETFS INC | $20.09万 | 0.00% | 5,695 | -290 | -4.8% | -$1.02万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $20.12万 | 0.00% | 16,843 | 3,886 | 30.0% | $4.64万 | 加仓 |
| — | VANECK ETF TRUST | $20.12万 | 0.00% | 802 | 802 | — | $20.12万 | 新建仓 |
| SYM | SYMBOTIC INC | $20.14万 | 0.00% | 3,786 | -5,905 | -60.9% | -$31.41万 | 减仓 |
| PLUG | PLUG PWR INC | $20.20万 | 0.00% | 89,394 | 8,176 | 10.1% | $1.85万 | 加仓 |
| PTLC | PACER FDS TR | $20.22万 | 0.00% | 3,854 | 5 | 0.1% | $262 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $20.22万 | 0.00% | 2,052 | 2,052 | — | $20.22万 | 新建仓 |
| ZD | ZIFF DAVIS INC | $20.25万 | 0.00% | 4,918 | 4,918 | — | $20.25万 | 新建仓 |
| SANM | SANMINA CORP | $20.27万 | 0.00% | 1,567 | -831 | -34.7% | -$10.75万 | 减仓 |
| TRIN | TRINITY CAP INC | $20.29万 | 0.00% | 13,792 | 1,470 | 11.9% | $2.16万 | 加仓 |
| MTDR | MATADOR RES CO | $20.32万 | 0.00% | 3,215 | -1,701 | -34.6% | -$10.75万 | 重新持有 |
| GMAB | GENMAB A/S | $20.42万 | 0.00% | 8,898 | 2,036 | 29.7% | $4.67万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $20.43万 | 0.00% | 4,605 | 4,605 | — | $20.43万 | 新建仓 |
| FRME | FIRST MERCHANTS CORP | $20.46万 | 0.00% | 5,283 | -2,337 | -30.7% | -$9.05万 | 重新持有 |
| — | ESCALADE INC | $20.47万 | 0.00% | 11,923 | 28 | 0.2% | $481 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $20.49万 | 0.00% | 4,850 | 1,570 | 47.9% | $6.63万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $20.52万 | 0.00% | 29,000 | -3,088,000 | -99.1% | -$2,185.53万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $20.54万 | 0.00% | 4,879 | 4,879 | — | $20.54万 | 新建仓 |
| EES | WISDOMTREE TR | $20.56万 | 0.00% | 3,542 | -680 | -16.1% | -$3.95万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $20.62万 | 0.00% | 9,605 | 9,605 | — | $20.62万 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $20.65万 | 0.00% | 3,474 | 3,474 | — | $20.65万 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $20.70万 | 0.00% | 1,864 | 1,864 | — | $20.70万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $20.71万 | 0.00% | 17,000 | -8,495 | -33.3% | -$10.35万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $20.89万 | 0.00% | 431 | 431 | — | $20.89万 | 新建仓 |
| HAFC | HANMI FINL CORP | $20.93万 | 0.00% | 7,938 | 27 | 0.3% | $712 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $20.94万 | 0.00% | 9,406 | -1,248 | -11.7% | -$2.78万 | 减仓 |
| ARKW | ARK ETF TR | $20.96万 | 0.00% | 1,737 | -125 | -6.7% | -$1.51万 | 减仓 |
| SKM | SK TELECOM CO LTD | $21.00万 | 0.00% | 7,168 | 7,168 | — | $21.00万 | 新建仓 |
| TRMD | TORM PLC | $21.01万 | 0.00% | 7,530 | 7,530 | — | $21.01万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $21.02万 | 0.00% | 17,259 | 6,861 | 66.0% | $8.36万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $21.05万 | 0.00% | 17,249 | -3,780 | -18.0% | -$4.61万 | 减仓 |
| — | EA SERIES TRUST | $21.08万 | 0.00% | 7,860 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP | $21.14万 | 0.00% | 57,920 | 38,311 | 195.4% | $13.98万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $21.14万 | 0.00% | 4,405 | 0 | 0.0% | — | 不变 |
| — | BIO RAD LABS INC | $21.15万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $21.33万 | 0.00% | 9,776 | 9,776 | — | $21.33万 | 新建仓 |