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 |
|---|---|---|---|---|---|---|---|---|
| CLF | CLEVELAND-CLIFFS INC NEW | $546.11万 | 0.01% | 646,288 | -70,689 | -9.9% | -$59.73万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $545.93万 | 0.01% | 240,497 | -11,742 | -4.7% | -$26.65万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $544.30万 | 0.01% | 12,816 | 4,496 | 54.0% | $190.95万 | 加仓 |
| AME | AMETEK INC | $542.24万 | 0.01% | 25,295 | 2,800 | 12.4% | $60.02万 | 加仓 |
| DHI | D R HORTON INC | $540.86万 | 0.01% | 39,417 | -6,835 | -14.8% | -$93.79万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $539.17万 | 0.01% | 171,224 | 65,179 | 61.5% | $205.24万 | 加仓 |
| VDE | VANGUARD WORLD FD | $539.02万 | 0.01% | 31,150 | 1,277 | 4.3% | $22.10万 | 加仓 |
| — | BOEING CO | $538.71万 | 0.01% | 83,032 | -15 | -0.0% | -$973 | 减仓 |
| VCR | VANGUARD WORLD FD | $537.10万 | 0.01% | 14,960 | 401 | 2.8% | $14.40万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $537.04万 | 0.01% | 126,542 | 13,196 | 11.6% | $56.00万 | 加仓 |
| — | DTF TAX-FREE INCOME 2028 TER | $535.52万 | 0.01% | 450,151 | -30,705 | -6.4% | -$36.53万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $531.86万 | 0.01% | 21,227 | 1,166 | 5.8% | $29.22万 | 加仓 |
| GSK | GSK PLC | $531.71万 | 0.01% | 96,270 | 29,344 | 43.8% | $162.07万 | 加仓 |
| USRT | ISHARES TR | $531.49万 | 0.01% | 87,973 | 1,431 | 1.7% | $8.65万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $529.79万 | 0.01% | 115,498 | 4,553 | 4.1% | $20.88万 | 加仓 |
| SF | STIFEL FINL CORP | $529.35万 | 0.01% | 71,619 | 14,382 | 25.1% | $106.30万 | 加仓 |
| MKSI | MKS INC. | $527.28万 | 0.01% | 22,554 | 2,628 | 13.2% | $61.44万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $525.83万 | 0.01% | 4,162 | -647 | -13.5% | -$81.74万 | 减仓 |
| TECK | TECK RESOURCES LTD | $524.16万 | 0.01% | 102,488 | 1,198 | 1.2% | $6.13万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $522.77万 | 0.01% | 221,325 | -26,271 | -10.6% | -$62.05万 | 减仓 |
| L | LOEWS CORP | $518.66万 | 0.01% | 48,501 | -1,180 | -2.4% | -$12.62万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $517.84万 | 0.01% | 409,035 | 1,031 | 0.3% | $1.31万 | 加仓 |
| EMB | ISHARES TR | $517.01万 | 0.01% | 55,042 | 12,088 | 28.1% | $113.54万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $516.38万 | 0.01% | 217,591 | 71,808 | 49.3% | $170.41万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $514.29万 | 0.01% | 95,002 | 6,891 | 7.8% | $37.30万 | 加仓 |
| ATS | ATS CORPORATION | $513.17万 | 0.01% | 181,975 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $509.99万 | 0.01% | 79,323 | -18,532 | -18.9% | -$119.15万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $508.74万 | 0.01% | 70,427 | -35,403 | -33.5% | -$255.74万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $502.75万 | 0.01% | 121,376 | 9,769 | 8.8% | $40.46万 | 加仓 |
| GRMN | GARMIN LTD | $502.47万 | 0.01% | 21,256 | 5,337 | 33.5% | $126.16万 | 加仓 |
| — | PROSHARES TR | $501.74万 | 0.01% | 96,396 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $498.55万 | 0.01% | 33,254 | 4,188 | 14.4% | $62.79万 | 加仓 |
| HUBS | HUBSPOT INC | $495.96万 | 0.01% | 20,387 | 4,606 | 29.2% | $112.05万 | 加仓 |
| MAS | MASCO CORP | $492.46万 | 0.01% | 78,956 | 11,056 | 16.3% | $68.96万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $491.24万 | 0.01% | 110,515 | 4,598 | 4.3% | $20.44万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $490.03万 | 0.01% | 260,375 | 0 | 0.0% | — | 不变 |
| — | NORTHERN FDS | $487.29万 | 0.01% | 192,723 | 192,723 | — | $487.29万 | 新建仓 |
| TXG | 10X GENOMICS INC | $483.01万 | 0.01% | 224,496 | 35,437 | 18.7% | $76.24万 | 加仓 |
| BURL | BURLINGTON STORES INC | $482.46万 | 0.01% | 14,721 | 13,829 | 1,550.3% | $453.23万 | 加仓 |
| SHM | SPDR SERIES TRUST | $482.26万 | 0.01% | 100,827 | -3,796 | -3.6% | -$18.16万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $479.71万 | 0.01% | 41,436 | -4,687 | -10.2% | -$54.26万 | 减仓 |
| P | EVERPURE INC | $479.64万 | 0.01% | 81,239 | -95,718 | -54.1% | -$565.12万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $477.75万 | 0.01% | 33,444 | 325 | 1.0% | $4.64万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $477.60万 | 0.01% | 35,880 | 22,129 | 160.9% | $294.56万 | 加仓 |
| — | GDL FD | $477.13万 | 0.01% | 572,788 | -19,068 | -3.2% | -$15.88万 | 减仓 |
| REG | REGENCY CTRS CORP | $476.25万 | 0.01% | 62,690 | 5,166 | 9.0% | $39.25万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $474.37万 | 0.01% | 126,870 | 5,039 | 4.1% | $18.84万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $473.62万 | 0.01% | 58,505 | 21,878 | 59.7% | $177.11万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $473.09万 | 0.01% | 100,487 | -635,009 | -86.3% | -$2,989.62万 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $472.78万 | 0.01% | 100,272 | 4,682 | 4.9% | $22.08万 | 加仓 |
| VLTO | VERALTO CORP | $472.42万 | 0.01% | 53,424 | -14,690 | -21.6% | -$129.90万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $471.56万 | 0.01% | 127,493 | -8,990 | -6.6% | -$33.25万 | 减仓 |
| RMD | RESMED INC | $469.55万 | 0.01% | 20,933 | 5,183 | 32.9% | $116.26万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $467.39万 | 0.01% | 16,991 | 7,198 | 73.5% | $198.00万 | 加仓 |
| IYY | ISHARES TR | $466.46万 | 0.01% | 29,438 | -671 | -2.2% | -$10.63万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $465.24万 | 0.01% | 50,523 | 2,848 | 6.0% | $26.23万 | 加仓 |
| RACE | FERRARI N V | $463.18万 | 0.01% | 13,690 | -1,844 | -11.9% | -$62.39万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $462.27万 | 0.01% | 43,446 | 9,957 | 29.7% | $105.94万 | 加仓 |
| EXEL | EXELIXIS INC | $462.25万 | 0.01% | 107,776 | 202 | 0.2% | $8,664 | 加仓 |
| BOND | PIMCO ETF TR | $460.53万 | 0.01% | 48,612 | -832 | -1.7% | -$7.88万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $459.45万 | 0.01% | 61,010 | 2,383 | 4.1% | $17.95万 | 加仓 |
| JNK | SPDR SERIES TRUST | $457.99万 | 0.01% | 47,847 | -114 | -0.2% | -$1.09万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $454.97万 | 0.01% | 103,379 | 11,667 | 12.7% | $51.35万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $454.82万 | 0.01% | 3,963,000 | -58,000 | -1.4% | -$6.66万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $454.61万 | 0.01% | 54,294 | 20,073 | 58.7% | $168.07万 | 加仓 |
| WCC | WESCO INTL INC | $453.54万 | 0.01% | 16,170 | 3,499 | 27.6% | $98.14万 | 加仓 |
| RBLX | ROBLOX CORP | $453.10万 | 0.01% | 77,971 | -17,880 | -18.7% | -$103.90万 | 减仓 |
| HEI | HEICO CORP NEW | $452.55万 | 0.01% | 16,504 | -5,096 | -23.6% | -$139.74万 | 减仓 |
| NDSN | NORDSON CORP | $452.47万 | 0.01% | 16,924 | 5,554 | 48.8% | $148.49万 | 加仓 |
| INGR | INGREDION INC | $450.55万 | 0.01% | 39,994 | 10,551 | 35.8% | $118.86万 | 加仓 |
| CCAP | CRESCENT CAP BDC INC | $446.62万 | 0.00% | 367,585 | -22,181 | -5.7% | -$26.95万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $446.57万 | 0.00% | 104,791 | -7,054 | -6.3% | -$30.06万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $443.41万 | 0.00% | 168,077 | -70,783 | -29.6% | -$186.73万 | 减仓 |
| IDA | IDACORP INC | $442.87万 | 0.00% | 30,976 | -2,303 | -6.9% | -$32.93万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $437.73万 | 0.00% | 130,006 | 1,467 | 1.1% | $4.94万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $434.33万 | 0.00% | 43,108 | 2,619 | 6.5% | $26.39万 | 加仓 |
| INTF | ISHARES TR | $433.42万 | 0.00% | 111,246 | -1,338 | -1.2% | -$5.21万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $433.41万 | 0.00% | 46,155 | 2,936 | 6.8% | $27.57万 | 加仓 |
| CROX | CROCS INC | $433.04万 | 0.00% | 52,161 | 16,976 | 48.2% | $140.93万 | 加仓 |
| DEM | WISDOMTREE TR | $432.86万 | 0.00% | 87,112 | -22,016 | -20.2% | -$109.40万 | 减仓 |
| PODD | INSULET CORP | $432.52万 | 0.00% | 20,760 | 6,393 | 44.5% | $133.19万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $431.08万 | 0.00% | 16,132 | -6,141 | -27.6% | -$164.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $430.32万 | 0.00% | 59,700 | 16,394 | 37.9% | $118.17万 | 加仓 |
| DCI | DONALDSON INC | $429.20万 | 0.00% | 50,498 | -11,118 | -18.0% | -$94.50万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $428.04万 | 0.00% | 27,202 | -2,444 | -8.2% | -$38.46万 | 减仓 |
| LAZ | LAZARD INC | $427.89万 | 0.00% | 100,726 | -9 | -0.0% | -$382 | 减仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $426.66万 | 0.00% | 105,977 | -3,644 | -3.3% | -$14.67万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $426.50万 | 0.00% | 222,576 | 148,104 | 198.9% | $283.80万 | 加仓 |
| THG | HANOVER INS GROUP INC | $425.86万 | 0.00% | 24,513 | 6,286 | 34.5% | $109.21万 | 加仓 |
| IAGG | ISHARES TR | $425.70万 | 0.00% | 85,070 | 6,148 | 7.8% | $30.77万 | 加仓 |
| — | ELECTRONIC ARTS INC | $424.69万 | 0.00% | 20,841 | -12,591 | -37.7% | -$256.57万 | 减仓 |
| DOV | DOVER CORP | $424.56万 | 0.00% | 20,367 | 397 | 2.0% | $8.28万 | 加仓 |
| NET | CLOUDFLARE INC | $421.13万 | 0.00% | 20,409 | 8,160 | 66.6% | $168.38万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $421.01万 | 0.00% | 31,083 | -8,497 | -21.5% | -$115.09万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $420.25万 | 0.00% | 34,864 | -2,266 | -6.1% | -$27.31万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $420.05万 | 0.00% | 72,150 | 19,973 | 38.3% | $116.28万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $418.56万 | 0.00% | 196,137 | 8,729 | 4.7% | $18.63万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $417.86万 | 0.00% | 170,208 | -5,179 | -3.0% | -$12.71万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $417.26万 | 0.00% | 36,312 | -59 | -0.2% | -$6,780 | 减仓 |
| GXC | SPDR INDEX SHS FDS | $416.50万 | 0.00% | 44,727 | 0 | 0.0% | — | 不变 |