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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $28.85亿 | 2.95% | 10,016,436 | -21,352 | -0.2% | -$615.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $24.83亿 | 2.54% | 12,427,184 | 318,021 | 2.6% | $6,355.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $24.20亿 | 2.48% | 12,703,573 | -277,380 | -2.1% | -$5,284.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $18.95亿 | 1.94% | 5,084,517 | -233,884 | -4.4% | -$8,718.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $18.69亿 | 1.91% | 42,128,827 | -455,293 | -1.1% | -$2,019.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $18.47亿 | 1.89% | 2,688,933 | 16,975 | 0.6% | $1,165.86万 | 加仓 |
| IVV | ISHARES TR | $18.07亿 | 1.85% | 2,413,265 | 209,557 | 9.5% | $1.57亿 | 加仓 |
| 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 |
| AMZN | AMAZON COM INC | $16.30亿 | 1.67% | 6,842,819 | -839,621 | -10.9% | -$2.00亿 | 减仓 |
| GOOGL | ALPHABET INC | $14.76亿 | 1.51% | 4,130,802 | -677,676 | -14.1% | -$2.42亿 | 减仓 |
| GOOG | ALPHABET INC | $14.06亿 | 1.44% | 3,987,329 | -162,310 | -3.9% | -$5,724.99万 | 减仓 |
| ITOT | ISHARES TR | $14.02亿 | 1.44% | 8,536,010 | 1,849,941 | 27.7% | $3.04亿 | 加仓 |
| EQTY | VALUED ADVISERS TR | $12.26亿 | 1.26% | 43,870,772 | -696,937 | -1.6% | -$1,947.82万 | 减仓 |
| BSVO | EA SERIES TRUST | $10.75亿 | 1.10% | 36,844,044 | -413,813 | -1.1% | -$1,207.91万 | 减仓 |
| AVGO | BROADCOM INC | $10.04亿 | 1.03% | 2,659,162 | -556,378 | -17.3% | -$2.10亿 | 减仓 |
| VTI | VANGUARD INDEX FDS | $10.02亿 | 1.03% | 2,708,987 | -36,974 | -1.3% | -$1,368.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $9.54亿 | 0.98% | 2,913,920 | -193,567 | -6.2% | -$6,336.23万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9.29亿 | 0.95% | 17,198,028 | 3,656,006 | 27.0% | $1.97亿 | 加仓 |
| VTV | VANGUARD INDEX FDS | $9.29亿 | 0.95% | 4,261,836 | -21,318 | -0.5% | -$464.58万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8.96亿 | 0.92% | 21,465,179 | 1,077,532 | 5.3% | $4,496.54万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8.94亿 | 0.92% | 15,151,246 | 1,313,235 | 9.5% | $7,745.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8.73亿 | 0.89% | 12,491,981 | -652,203 | -5.0% | -$4,558.90万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8.49亿 | 0.87% | 11,918,550 | 3,631,016 | 43.8% | $2.59亿 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $8.19亿 | 0.84% | 6,563,363 | -102,627 | -1.5% | -$1,280.37万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7.90亿 | 0.81% | 1,359,656 | -1,318,767 | -49.2% | -$7.66亿 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $7.82亿 | 0.80% | 14,217,663 | -477,368 | -3.2% | -$2,626.00万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $7.74亿 | 0.79% | 9,443,034 | 102,911 | 1.1% | $843.25万 | 加仓 |
| IWB | ISHARES TR | $7.61亿 | 0.78% | 1,859,370 | -73,586 | -3.8% | -$3,013.35万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $7.12亿 | 0.73% | 1,642,921 | -882,768 | -35.0% | -$3.82亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.79亿 | 0.70% | 1,357,513 | 30,857 | 2.3% | $1,544.05万 | 加仓 |
| IXUS | ISHARES TR | $6.66亿 | 0.68% | 6,980,418 | -16,604 | -0.2% | -$158.47万 | 减仓 |
| IWF | ISHARES TR | $6.53亿 | 0.67% | 5,259,237 | -108,015 | -2.0% | -$1,341.22万 | 减仓 |
| META | META PLATFORMS INC | $6.32亿 | 0.65% | 1,124,479 | -74,388 | -6.2% | -$4,180.00万 | 减仓 |
| VGT | VANGUARD WORLD FD | $6.06亿 | 0.62% | 5,070,432 | -96,816 | -1.9% | -$1,157.14万 | 减仓 |
| V | VISA INC | $5.94亿 | 0.61% | 1,730,615 | -209,800 | -10.8% | -$7,198.00万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $5.85亿 | 0.60% | 17,142,938 | 1,618,435 | 10.4% | $5,522.91万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $5.38亿 | 0.55% | 13,414,075 | -499,375 | -3.6% | -$2,003.99万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $5.24亿 | 0.54% | 9,780,436 | 1,414,719 | 16.9% | $7,584.31万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $4.96亿 | 0.51% | 4,813,065 | 437,385 | 10.0% | $4,507.25万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $4.79亿 | 0.49% | 3,016,769 | -64,594 | -2.1% | -$1,024.85万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $4.78亿 | 0.49% | 9,443,123 | 96,599 | 1.0% | $489.32万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $4.53亿 | 0.46% | 2,444,075 | 432,729 | 21.5% | $8,015.44万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4.43亿 | 0.45% | 383,743 | -90,984 | -19.2% | -$1.05亿 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.31亿 | 0.44% | 860,536 | -280,416 | -24.6% | -$1.41亿 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $4.21亿 | 0.43% | 3,930,797 | -927,364 | -19.1% | -$9,934.85万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4.02亿 | 0.41% | 9,899,602 | 884,730 | 9.8% | $3,595.54万 | 加仓 |
| QUS | SPDR SERIES TRUST | $3.89亿 | 0.40% | 2,083,611 | 27,256 | 1.3% | $509.31万 | 加仓 |
| WMT | WALMART INC | $3.89亿 | 0.40% | 3,431,240 | 46,055 | 1.4% | $521.62万 | 加仓 |
| KLAC | KLA CORP | $3.86亿 | 0.40% | 1,281,019 | -1,381 | -0.1% | -$41.67万 | 减仓 |
| SMH | VANECK ETF TRUST | $3.86亿 | 0.40% | 588,682 | 495,245 | 530.0% | $3.25亿 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3.83亿 | 0.39% | 10,393,265 | -8,885 | -0.1% | -$32.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3.78亿 | 0.39% | 1,488,289 | -114,986 | -7.2% | -$2,920.33万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3.66亿 | 0.37% | 4,244,024 | -104,074 | -2.4% | -$896.49万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $3.55亿 | 0.36% | 3,022,702 | 4,981 | 0.2% | $58.42万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $3.46亿 | 0.35% | 7,253,853 | 1,131,748 | 18.5% | $5,404.10万 | 加仓 |
| IWD | ISHARES TR | $3.43亿 | 0.35% | 1,416,627 | 2,357 | 0.2% | $57.14万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3.37亿 | 0.35% | 1,584,018 | -30,146 | -1.9% | -$641.42万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3.36亿 | 0.34% | 2,291,415 | 42,088 | 1.9% | $617.18万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.34亿 | 0.34% | 357,423 | 692 | 0.2% | $64.74万 | 加仓 |
| IDEV | ISHARES TR | $3.31亿 | 0.34% | 3,721,879 | 197,355 | 5.6% | $1,756.66万 | 加仓 |
| QUAL | ISHARES TR | $3.24亿 | 0.33% | 1,477,108 | -923,224 | -38.5% | -$2.03亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3.23亿 | 0.33% | 628,324 | -36,704 | -5.5% | -$1,885.12万 | 减仓 |
| CSCO | CISCO SYS INC | $3.21亿 | 0.33% | 2,735,412 | -451,626 | -14.2% | -$5,304.72万 | 减仓 |
| LLY | ELI LILLY & CO | $3.12亿 | 0.32% | 260,045 | 22,920 | 9.7% | $2,749.12万 | 加仓 |
| CAT | CATERPILLAR INC | $3.04亿 | 0.31% | 285,159 | -52,872 | -15.6% | -$5,628.62万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.00亿 | 0.31% | 856,240 | -531,876 | -38.3% | -$1.86亿 | 减仓 |
| AMAT | APPLIED MATLS INC | $2.99亿 | 0.31% | 412,982 | -65,873 | -13.8% | -$4,763.71万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2.98亿 | 0.31% | 570,448 | -7,354 | -1.3% | -$384.18万 | 减仓 |
| TSLA | TESLA INC | $2.96亿 | 0.30% | 703,534 | 48,845 | 7.5% | $2,054.41万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.92亿 | 0.30% | 2,371,544 | -529,336 | -18.2% | -$6,516.64万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2.87亿 | 0.29% | 1,588,008 | -73,982 | -4.5% | -$1,339.22万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2.87亿 | 0.29% | 1,730,155 | -34,918 | -2.0% | -$578.80万 | 减仓 |
| IEFA | ISHARES TR | $2.77亿 | 0.28% | 2,870,324 | -19,872 | -0.7% | -$191.92万 | 减仓 |
| IVE | ISHARES TR | $2.74亿 | 0.28% | 1,205,298 | -23,867 | -1.9% | -$541.93万 | 减仓 |
| IEMG | ISHARES INC | $2.73亿 | 0.28% | 3,296,356 | 234,536 | 7.7% | $1,942.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.70亿 | 0.28% | 3,276,884 | -170,510 | -4.9% | -$1,403.98万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2.68亿 | 0.27% | 5,337,573 | 734,724 | 16.0% | $3,690.52万 | 加仓 |
| IVW | ISHARES TR | $2.68亿 | 0.27% | 1,947,941 | 43,922 | 2.3% | $604.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.60亿 | 0.27% | 257,173 | -2,814 | -1.1% | -$284.60万 | 减仓 |
| PEP | PEPSICO INC | $2.59亿 | 0.27% | 1,915,908 | -857,534 | -30.9% | -$1.16亿 | 减仓 |
| IJR | ISHARES TR | $2.57亿 | 0.26% | 1,733,730 | -3,052 | -0.2% | -$45.26万 | 减仓 |
| DLN | WISDOMTREE TR | $2.52亿 | 0.26% | 2,612,755 | 24,520 | 0.9% | $236.18万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2.50亿 | 0.26% | 1,954,513 | -4,386 | -0.2% | -$56.18万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $2.49亿 | 0.26% | 2,734,778 | 230,022 | 9.2% | $2,098.03万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $2.45亿 | 0.25% | 5,069,659 | 847,779 | 20.1% | $4,097.74万 | 加仓 |
| SGOV | ISHARES TR | $2.39亿 | 0.24% | 2,373,290 | -134,732 | -5.4% | -$1,356.35万 | 减仓 |
| LOW | LOWES COS INC | $2.38亿 | 0.24% | 1,080,714 | -412,817 | -27.6% | -$9,101.82万 | 减仓 |
| SPGI | S&P GLOBAL INC | $2.37亿 | 0.24% | 583,165 | 294,808 | 102.2% | $1.20亿 | 加仓 |
| AON | AON PLC | $2.34亿 | 0.24% | 706,903 | 76,098 | 12.1% | $2,524.05万 | 加仓 |
| ABBV | ABBVIE INC | $2.34亿 | 0.24% | 929,566 | 35,099 | 3.9% | $883.23万 | 加仓 |
| GLW | CORNING INC | $2.33亿 | 0.24% | 914,251 | 45,484 | 5.2% | $1,160.67万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.31亿 | 0.24% | 6,836,103 | -5,311,852 | -43.7% | -$1.80亿 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2.31亿 | 0.24% | 2,498,544 | 244,382 | 10.8% | $2,254.86万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.27亿 | 0.23% | 3,800,283 | 37,185 | 1.0% | $221.96万 | 加仓 |
| QCOM | QUALCOMM INC | $2.27亿 | 0.23% | 1,227,721 | -8,339 | -0.7% | -$154.05万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2.22亿 | 0.23% | 650,687 | 19,190 | 3.0% | $654.42万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2.20亿 | 0.23% | 893,051 | -8,700 | -1.0% | -$214.20万 | 减仓 |
| HD | HOME DEPOT INC | $2.03亿 | 0.21% | 574,593 | -124,272 | -17.8% | -$4,382.84万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2.02亿 | 0.21% | 833,299 | 3,944 | 0.5% | $95.84万 | 加仓 |
| ISVL | ISHARES TR | $2.02亿 | 0.21% | 4,004,109 | 4,004,109 | — | $2.02亿 | 新建仓 |