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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $25.40亿 | 2.83% | 10,037,788 | 516,119 | 5.4% | $1.31亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $21.16亿 | 2.36% | 12,109,163 | 690,161 | 6.0% | $1.21亿 | 加仓 |
| MSFT | MICROSOFT CORP | $19.71亿 | 2.20% | 5,318,401 | 883,984 | 19.9% | $3.28亿 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $17.25亿 | 1.92% | 12,980,953 | -142,064 | -1.1% | -$1,888.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $16.60亿 | 1.85% | 42,584,120 | -120,789 | -0.3% | -$470.85万 | 减仓 |
| AMZN | AMAZON COM INC | $16.03亿 | 1.79% | 7,682,440 | 788,519 | 11.4% | $1.65亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $15.97亿 | 1.78% | 2,671,958 | 9,823 | 0.4% | $587.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $14.66亿 | 1.63% | 2,429,375 | -424,076 | -14.9% | -$2.56亿 | 减仓 |
| IVV | ISHARES TR | $14.40亿 | 1.61% | 2,203,708 | 107,581 | 5.1% | $7,027.90万 | 加仓 |
| GOOGL | ALPHABET INC | $13.85亿 | 1.55% | 4,808,478 | 753,680 | 18.6% | $2.17亿 | 加仓 |
| GOOG | ALPHABET INC | $11.96亿 | 1.33% | 4,149,639 | -184,143 | -4.2% | -$5,306.41万 | 减仓 |
| EQTY | VALUED ADVISERS TR | $11.36亿 | 1.27% | 44,567,709 | -474,503 | -1.1% | -$1,209.56万 | 减仓 |
| AVGO | BROADCOM INC | $9.98亿 | 1.11% | 3,215,540 | 611,682 | 23.5% | $1.90亿 | 加仓 |
| ITOT | ISHARES TR | $9.54亿 | 1.06% | 6,686,069 | 535,665 | 8.7% | $7,639.25万 | 加仓 |
| BSVO | EA SERIES TRUST | $9.45亿 | 1.05% | 37,257,857 | 886,680 | 2.4% | $2,249.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $9.15亿 | 1.02% | 3,107,487 | 99,924 | 3.3% | $2,940.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8.81亿 | 0.98% | 2,745,961 | 196,376 | 7.7% | $6,303.59万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $8.40亿 | 0.94% | 4,283,154 | -29,468 | -0.7% | -$578.16万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8.24亿 | 0.92% | 13,838,011 | 1,271,503 | 10.1% | $7,571.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8.22亿 | 0.92% | 13,144,184 | -140,019 | -1.1% | -$875.56万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7.66亿 | 0.85% | 20,387,647 | 1,083,574 | 5.6% | $4,073.46万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7.37亿 | 0.82% | 6,665,990 | 123,961 | 1.9% | $1,369.92万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $7.15亿 | 0.80% | 13,542,022 | -281,444 | -2.0% | -$1,485.71万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $7.12亿 | 0.79% | 14,695,031 | -72,756 | -0.5% | -$352.62万 | 减仓 |
| IWB | ISHARES TR | $6.89亿 | 0.77% | 1,932,956 | -22,249 | -1.1% | -$793.51万 | 减仓 |
| META | META PLATFORMS INC | $6.89亿 | 0.77% | 1,198,867 | -20,755 | -1.7% | -$1,193.39万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $6.64亿 | 0.74% | 9,340,123 | 79,064 | 0.9% | $562.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.36亿 | 0.71% | 1,326,656 | 47,946 | 3.7% | $2,296.93万 | 加仓 |
| IXUS | ISHARES TR | $6.06亿 | 0.68% | 6,997,022 | 331,399 | 5.0% | $2,871.24万 | 加仓 |
| V | VISA INC | $5.87亿 | 0.65% | 1,940,415 | 701,421 | 56.6% | $2.12亿 | 加仓 |
| IWF | ISHARES TR | $5.71亿 | 0.64% | 1,341,813 | -566,680 | -29.7% | -$2.41亿 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.61亿 | 0.63% | 1,140,952 | 196,196 | 20.8% | $9,643.88万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $5.49亿 | 0.61% | 13,913,450 | 132,482 | 1.0% | $522.51万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.45亿 | 0.61% | 2,678,423 | 782,861 | 41.3% | $1.59亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $5.42亿 | 0.61% | 2,525,689 | 478,865 | 23.4% | $1.03亿 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $5.39亿 | 0.60% | 4,858,161 | -80,133 | -1.6% | -$888.35万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.31亿 | 0.59% | 8,287,534 | 407,855 | 5.2% | $2,614.28万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $5.09亿 | 0.57% | 15,524,503 | 1,026,447 | 7.1% | $3,366.67万 | 加仓 |
| — | EXXON MOBIL CORP | $5.03亿 | 0.56% | 2,968,005 | 19,572 | 0.7% | $331.86万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $4.72亿 | 0.53% | 9,346,524 | 1,117,640 | 13.6% | $5,648.05万 | 加仓 |
| QUAL | ISHARES TR | $4.61亿 | 0.51% | 2,400,332 | 13,376 | 0.6% | $257.05万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4.56亿 | 0.51% | 2,900,880 | 689,932 | 31.2% | $1.09亿 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $4.52亿 | 0.50% | 3,081,363 | -16,785 | -0.5% | -$246.08万 | 减仓 |
| VGT | VANGUARD WORLD FD | $4.47亿 | 0.50% | 645,906 | -651,149 | -50.2% | -$4.51亿 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $4.37亿 | 0.49% | 4,375,680 | 256,938 | 6.2% | $2,567.65万 | 加仓 |
| PEP | PEPSICO INC | $4.31亿 | 0.48% | 2,773,442 | 812,862 | 41.5% | $1.26亿 | 加仓 |
| WMT | WALMART INC | $4.21亿 | 0.47% | 3,385,185 | -135,670 | -3.9% | -$1,687.02万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $4.13亿 | 0.46% | 8,365,717 | -4,011,147 | -32.4% | -$1.98亿 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.92亿 | 0.44% | 1,388,116 | -18,170 | -1.3% | -$513.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3.92亿 | 0.44% | 1,603,275 | 4,337 | 0.3% | $105.91万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3.65亿 | 0.41% | 1,765,073 | 42,903 | 2.5% | $887.25万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $3.63亿 | 0.40% | 3,254,362 | 1,849,786 | 131.7% | $2.06亿 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.55亿 | 0.40% | 356,731 | 8,133 | 2.3% | $810.43万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3.54亿 | 0.39% | 12,147,955 | 5,545,704 | 84.0% | $1.62亿 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.53亿 | 0.39% | 394,782 | 173,772 | 78.6% | $1.56亿 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3.53亿 | 0.39% | 10,402,150 | -273,196 | -2.6% | -$928.05万 | 减仓 |
| QUS | SPDR SERIES TRUST | $3.53亿 | 0.39% | 2,056,355 | 23,841 | 1.2% | $409.21万 | 加仓 |
| LOW | LOWES COS INC | $3.53亿 | 0.39% | 1,493,531 | 416,937 | 38.7% | $9,851.89万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3.32亿 | 0.37% | 665,028 | -22,514 | -3.3% | -$1,125.05万 | 减仓 |
| OEF | ISHARES TR | $3.31亿 | 0.37% | 1,039,893 | -2,399 | -0.2% | -$76.31万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $3.29亿 | 0.37% | 3,017,721 | -29,069 | -1.0% | -$316.79万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $3.25亿 | 0.36% | 2,011,346 | -66,885 | -3.2% | -$1,081.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3.25亿 | 0.36% | 2,249,327 | 77,478 | 3.6% | $1,119.02万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3.12亿 | 0.35% | 9,014,872 | 652,903 | 7.8% | $2,258.20万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3.10亿 | 0.35% | 1,614,164 | -260,121 | -13.9% | -$4,992.63万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3.09亿 | 0.34% | 724,683 | 18,419 | 2.6% | $785.86万 | 加仓 |
| IWD | ISHARES TR | $3.02亿 | 0.34% | 1,414,270 | 1,462 | 0.1% | $31.25万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2.99亿 | 0.33% | 1,379,397 | 735,269 | 114.1% | $1.59亿 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2.98亿 | 0.33% | 1,502,940 | 613,584 | 69.0% | $1.22亿 | 加仓 |
| IDEV | ISHARES TR | $2.95亿 | 0.33% | 3,524,524 | 7,829 | 0.2% | $65.43万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2.93亿 | 0.33% | 6,122,105 | 676,361 | 12.4% | $3,238.42万 | 加仓 |
| BX | BLACKSTONE INC | $2.89亿 | 0.32% | 2,510,528 | 1,186,360 | 89.6% | $1.36亿 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2.75亿 | 0.31% | 1,449,643 | 1,411,367 | 3,687.3% | $2.68亿 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2.75亿 | 0.31% | 1,661,990 | 69,368 | 4.4% | $1,147.22万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2.68亿 | 0.30% | 577,802 | -19,535 | -3.3% | -$904.70万 | 减仓 |
| IEFA | ISHARES TR | $2.62亿 | 0.29% | 2,890,196 | -54,869 | -1.9% | -$496.83万 | 减仓 |
| IVE | ISHARES TR | $2.60亿 | 0.29% | 1,229,165 | 4,087 | 0.3% | $86.30万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2.59亿 | 0.29% | 2,520,912 | 944,039 | 59.9% | $9,690.07万 | 加仓 |
| SGOV | ISHARES TR | $2.52亿 | 0.28% | 2,508,022 | 251,961 | 11.2% | $2,536.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.50亿 | 0.28% | 3,447,394 | -69,649 | -2.0% | -$504.82万 | 减仓 |
| CSCO | CISCO SYS INC | $2.48亿 | 0.28% | 3,187,038 | 481,884 | 17.8% | $3,742.77万 | 加仓 |
| TSLA | TESLA INC | $2.44亿 | 0.27% | 654,689 | 58,374 | 9.8% | $2,175.31万 | 加仓 |
| CAT | CATERPILLAR INC | $2.40亿 | 0.27% | 338,031 | -57,610 | -14.6% | -$4,085.98万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2.37亿 | 0.26% | 1,134,158 | 590,685 | 108.7% | $1.24亿 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2.33亿 | 0.26% | 1,958,899 | -20,703 | -1.0% | -$245.92万 | 减仓 |
| DLN | WISDOMTREE TR | $2.31亿 | 0.26% | 2,588,235 | 9,077 | 0.4% | $81.08万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2.30亿 | 0.26% | 4,602,849 | 348,132 | 8.2% | $1,738.92万 | 加仓 |
| HD | HOME DEPOT INC | $2.30亿 | 0.26% | 698,865 | 11,386 | 1.7% | $374.53万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2.25亿 | 0.25% | 1,080,398 | 364,698 | 51.0% | $7,590.17万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.20亿 | 0.25% | 259,987 | -14,324 | -5.2% | -$1,212.80万 | 减仓 |
| LLY | ELI LILLY & CO | $2.18亿 | 0.24% | 237,125 | 14,883 | 6.7% | $1,368.89万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $2.17亿 | 0.24% | 4,185,275 | 734,507 | 21.3% | $3,808.42万 | 加仓 |
| IJR | ISHARES TR | $2.16亿 | 0.24% | 1,736,782 | -8,872 | -0.5% | -$110.31万 | 减仓 |
| IVW | ISHARES TR | $2.15亿 | 0.24% | 1,904,019 | -16,527 | -0.9% | -$187.00万 | 减仓 |
| IEMG | ISHARES INC | $2.14亿 | 0.24% | 3,061,820 | 259,896 | 9.3% | $1,813.34万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2.12亿 | 0.24% | 2,254,162 | 152,699 | 7.3% | $1,434.74万 | 加仓 |
| AON | AON PLC | $2.04亿 | 0.23% | 630,805 | 84,601 | 15.5% | $2,730.85万 | 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 |
| DFNM | DIMENSIONAL ETF TRUST | $2.02亿 | 0.23% | 4,221,880 | 558,962 | 15.3% | $2,679.11万 | 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 |