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 |
|---|---|---|---|---|---|---|---|---|
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $35.95万 | 0.00% | 26,571 | -2,124 | -7.4% | -$2.87万 | 减仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $36.05万 | 0.00% | 33,043 | 1,435 | 4.5% | $1.57万 | 加仓 |
| EFOR | ASGN INC | $36.19万 | 0.00% | 9,348 | 9,348 | — | $36.19万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $36.28万 | 0.00% | 3,177 | 1,420 | 80.8% | $16.21万 | 加仓 |
| JOE | ST JOE CO | $36.48万 | 0.00% | 5,809 | 510 | 9.6% | $3.20万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $36.50万 | 0.00% | 1,103 | -136 | -11.0% | -$4.50万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $36.57万 | 0.00% | 35,229 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC | $36.66万 | 0.00% | 10,957 | 1,678 | 18.1% | $5.61万 | 加仓 |
| — | GRANITESHARES ETF TR | $36.68万 | 0.00% | 13,965 | -3,714 | -21.0% | -$9.76万 | 减仓 |
| MGA | MAGNA INTL INC | $36.71万 | 0.00% | 6,577 | -974 | -12.9% | -$5.44万 | 减仓 |
| — | EATON VANCE MUN INCOME TR | $36.88万 | 0.00% | 35,429 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $36.89万 | 0.00% | 5,415 | -6,255 | -53.6% | -$42.61万 | 减仓 |
| WK | WORKIVA INC | $37.10万 | 0.00% | 6,221 | -2,237 | -26.4% | -$13.34万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $37.42万 | 0.00% | 6,916 | 200 | 3.0% | $1.08万 | 加仓 |
| — | EA SERIES TRUST | $37.45万 | 0.00% | 13,800 | 5,800 | 72.5% | $15.74万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $37.45万 | 0.00% | 3,392 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $37.53万 | 0.00% | 1,415 | -475 | -25.1% | -$12.60万 | 减仓 |
| PHIN | PHINIA INC | $37.57万 | 0.00% | 5,489 | -1,355 | -19.8% | -$9.27万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $37.57万 | 0.00% | 10,365 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC | $37.58万 | 0.00% | 6,427 | -113 | -1.7% | -$6,607 | 减仓 |
| — | INNOVATOR ETFS TRUST | $37.64万 | 0.00% | 14,280 | 14,280 | — | $37.64万 | 新建仓 |
| AVA | AVISTA CORP | $37.75万 | 0.00% | 9,404 | -7,451 | -44.2% | -$29.91万 | 减仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $37.76万 | 0.00% | 150,446 | -3,643 | -2.4% | -$9,144 | 减仓 |
| EXPO | EXPONENT INC | $37.77万 | 0.00% | 5,788 | 5,788 | — | $37.77万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $37.81万 | 0.00% | 8,767 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $37.85万 | 0.00% | 15,366 | 3,952 | 34.6% | $9.73万 | 加仓 |
| HCRB | HARTFORD FDS EXCHANGE TRADED | $37.86万 | 0.00% | 10,801 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $37.88万 | 0.00% | 6,081 | -328 | -5.1% | -$2.04万 | 减仓 |
| SAFT | SAFETY INS GROUP INC | $37.91万 | 0.00% | 5,218 | 361 | 7.4% | $2.62万 | 加仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $37.93万 | 0.00% | 8,652 | 8,652 | — | $37.93万 | 新建仓 |
| BELFB | BEL FUSE INC | $37.93万 | 0.00% | 1,916 | -531 | -21.7% | -$10.51万 | 减仓 |
| IHI | ISHARES TR | $38.17万 | 0.00% | 7,154 | -4,002 | -35.9% | -$21.35万 | 减仓 |
| — | STELLAR BANCORP INC | $38.21万 | 0.00% | 10,436 | -4,494 | -30.1% | -$16.45万 | 减仓 |
| CMBT | CMB.TECH NV | $38.24万 | 0.00% | 30,233 | 30,233 | — | $38.24万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $38.28万 | 0.00% | 15,024 | 15,024 | — | $38.28万 | 新建仓 |
| BCE | BCE INC | $38.36万 | 0.00% | 15,195 | 1,210 | 8.7% | $3.05万 | 加仓 |
| RDN | RADIAN GROUP INC | $38.39万 | 0.00% | 11,605 | -4,397 | -27.5% | -$14.55万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $38.54万 | 0.00% | 7,772 | 471 | 6.5% | $2.34万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $38.60万 | 0.00% | 13,935 | 13,935 | — | $38.60万 | 新建仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $38.89万 | 0.00% | 17,291 | 17,291 | — | $38.89万 | 新建仓 |
| RWX | SPDR INDEX SHS FDS | $38.89万 | 0.00% | 14,609 | 240 | 1.7% | $6,389 | 加仓 |
| MRNA | MODERNA INC | $38.95万 | 0.00% | 7,667 | -5,843 | -43.2% | -$29.68万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.05万 | 0.00% | 10,110 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $39.22万 | 0.00% | 371 | -67 | -15.3% | -$7.08万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $39.33万 | 0.00% | 7,896 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE CO DEL | $39.71万 | 0.00% | 5,235 | 122 | 2.4% | $9,254 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $39.90万 | 0.00% | 12,659 | 705 | 5.9% | $2.22万 | 加仓 |
| SUSC | ISHARES TR | $39.93万 | 0.00% | 17,259 | 2,755 | 19.0% | $6.37万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $40.16万 | 0.00% | 16,815 | 5,855 | 53.4% | $13.98万 | 加仓 |
| URNM | SPROTT FDS TR | $40.24万 | 0.00% | 6,372 | 1,828 | 40.2% | $11.54万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $40.28万 | 0.00% | 5,640 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $40.32万 | 0.00% | 14,852 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $40.38万 | 0.00% | 2,682 | -130 | -4.6% | -$1.96万 | 减仓 |
| SII | SPROTT INC | $40.54万 | 0.00% | 2,837 | -278 | -8.9% | -$3.97万 | 减仓 |
| SMR | NUSCALE PWR CORP | $40.59万 | 0.00% | 37,445 | 4,065 | 12.2% | $4.41万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $40.59万 | 0.00% | 6,139 | -507 | -7.6% | -$3.35万 | 减仓 |
| — | PROSHARES TR | $40.69万 | 0.00% | 16,794 | 1 | 0.0% | $24 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $40.94万 | 0.00% | 14,606 | -571 | -3.8% | -$1.60万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $41.11万 | 0.00% | 16,268 | -223 | -1.4% | -$5,635 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $41.12万 | 0.00% | 4,497 | -5,348 | -54.3% | -$48.90万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $41.26万 | 0.00% | 7,164 | 570 | 8.6% | $3.28万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $41.32万 | 0.00% | 5,328 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $41.42万 | 0.00% | 13,937 | 1,490 | 12.0% | $4.43万 | 加仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $41.54万 | 0.00% | 5,850 | 403 | 7.4% | $2.86万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $41.56万 | 0.00% | 8,803 | -14,527 | -62.3% | -$68.58万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $41.60万 | 0.00% | 7,567 | 7,567 | — | $41.60万 | 新建仓 |
| EQNR | EQUINOR ASA | $41.88万 | 0.00% | 9,922 | 9,922 | — | $41.88万 | 新建仓 |
| CSTM | CONSTELLIUM SE | $41.92万 | 0.00% | 17,055 | 2,278 | 15.4% | $5.60万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $42.12万 | 0.00% | 8,033 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR ETFS TRUST | $42.12万 | 0.00% | 8,600 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $42.14万 | 0.00% | 4,977 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $42.16万 | 0.00% | 9,073 | 12 | 0.1% | $558 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $42.48万 | 0.00% | 56,120 | 688 | 1.2% | $5,208 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $42.52万 | 0.00% | 1,317 | 140 | 11.9% | $4.52万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $42.62万 | 0.00% | 6,950 | -1,231 | -15.0% | -$7.55万 | 减仓 |
| GIB | CGI INC | $42.70万 | 0.00% | 5,842 | 118 | 2.1% | $8,624 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $42.73万 | 0.00% | 4,917 | 4,917 | — | $42.73万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $42.90万 | 0.00% | 5,803 | 2,427 | 71.9% | $17.94万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $42.95万 | 0.00% | 16,764 | 16,764 | — | $42.95万 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $42.96万 | 0.00% | 4,565 | 4,565 | — | $42.96万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $43.07万 | 0.00% | 6,000 | -2,736 | -31.3% | -$19.64万 | 减仓 |
| PTC | PTC INC | $43.52万 | 0.00% | 3,082 | -6,577 | -68.1% | -$92.87万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $43.80万 | 0.00% | 94,830 | -167,319 | -63.8% | -$77.28万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $43.82万 | 0.00% | 27,233 | -79,930 | -74.6% | -$128.61万 | 减仓 |
| STM | STMICROELECTRONICS N V | $43.87万 | 0.00% | 12,696 | 4,136 | 48.3% | $14.29万 | 重新持有 |
| — | ETF SER SOLUTIONS | $43.96万 | 0.00% | 11,746 | -1,273 | -9.8% | -$4.76万 | 减仓 |
| WSFS | WSFS FINL CORP | $44.26万 | 0.00% | 6,761 | 1,131 | 20.1% | $7.40万 | 加仓 |
| COPX | GLOBAL X FDS | $44.27万 | 0.00% | 5,798 | 5,798 | — | $44.27万 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $44.64万 | 0.00% | 16,737 | -749 | -4.3% | -$2.00万 | 减仓 |
| MC | MOELIS & CO | $44.81万 | 0.00% | 7,795 | 2,767 | 55.0% | $15.91万 | 加仓 |
| PFFD | GLOBAL X FDS | $44.90万 | 0.00% | 24,403 | -8,924 | -26.8% | -$16.42万 | 减仓 |
| SHC | SOTERA HEALTH CO | $44.97万 | 0.00% | 31,357 | -23,518 | -42.9% | -$33.72万 | 减仓 |
| — | ROCKY MTN CHOCOLATE FACTORY | $45.00万 | 0.00% | 200,020 | 125,000 | 166.6% | $28.12万 | 加仓 |
| MP | MP MATERIALS CORP | $45.05万 | 0.00% | 9,334 | -21,854 | -70.1% | -$105.48万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $45.11万 | 0.00% | 15,580 | -585 | -3.6% | -$1.69万 | 减仓 |
| HDB | HDFC BANK LTD | $45.31万 | 0.00% | 18,209 | -401 | -2.2% | -$9,977 | 减仓 |
| HODL | VANECK BITCOIN ETF | $45.37万 | 0.00% | 23,820 | -992 | -4.0% | -$1.89万 | 减仓 |
| IEUR | ISHARES TR | $45.47万 | 0.00% | 6,470 | 1,116 | 20.8% | $7.84万 | 加仓 |
| CNM | CORE & MAIN INC | $45.50万 | 0.00% | 9,209 | 9,209 | — | $45.50万 | 新建仓 |
| EPP | ISHARES INC | $45.55万 | 0.00% | 8,572 | 4,344 | 102.7% | $23.09万 | 加仓 |