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 |
|---|---|---|---|---|---|---|---|---|
| BURL | BURLINGTON STORES INC | $459.18万 | 0.00% | 14,494 | -227 | -1.5% | -$7.19万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $458.61万 | 0.00% | 8,541 | 8,541 | — | $458.61万 | 新建仓 |
| MATW | MATTHEWS INTL CORP | $455.53万 | 0.00% | 169,216 | -223,979 | -57.0% | -$602.95万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $455.34万 | 0.00% | 16,268 | -4,248 | -20.7% | -$118.90万 | 减仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $452.87万 | 0.00% | 127,316 | -64,143 | -33.5% | -$228.16万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $452.59万 | 0.00% | 3,801,000 | -162,000 | -4.1% | -$19.29万 | 减仓 |
| BALL | BALL CORP | $451.48万 | 0.00% | 72,354 | 5,659 | 8.5% | $35.31万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $450.00万 | 0.00% | 73,794 | 144 | 0.2% | $8,781 | 加仓 |
| GDDY | GODADDY INC | $449.20万 | 0.00% | 52,921 | 18,469 | 53.6% | $156.77万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $447.71万 | 0.00% | 46,127 | -13,400 | -22.5% | -$130.06万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $447.45万 | 0.00% | 169,760 | 66,139 | 63.8% | $174.33万 | 加仓 |
| AGCO | AGCO CORP | $446.73万 | 0.00% | 37,322 | 2,475 | 7.1% | $29.63万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $445.10万 | 0.00% | 21,975 | 6,411 | 41.2% | $129.86万 | 加仓 |
| EPR | EPR PPTYS | $444.85万 | 0.00% | 76,676 | 9,833 | 14.7% | $57.05万 | 加仓 |
| RBRK | RUBRIK INC. | $444.53万 | 0.00% | 55,373 | 36,151 | 188.1% | $290.22万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $443.35万 | 0.00% | 64,178 | 15,552 | 32.0% | $107.44万 | 加仓 |
| STPZ | PIMCO ETF TR | $443.08万 | 0.00% | 83,067 | 16,216 | 24.3% | $86.50万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $442.77万 | 0.00% | 96,609 | -24,767 | -20.4% | -$113.51万 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $441.18万 | 0.00% | 33,289 | -2,845 | -7.9% | -$37.70万 | 重新持有 |
| CMS | CMS ENERGY CORP | $439.69万 | 0.00% | 57,477 | 20,677 | 56.2% | $158.18万 | 加仓 |
| — | VANGUARD INDEX FDS | $436.65万 | 0.00% | 11,800 | -8,200 | -41.0% | -$303.43万 | 重新持有 |
| ESS | ESSEX PPTY TR INC | $436.32万 | 0.00% | 14,960 | 5,306 | 55.0% | $154.75万 | 加仓 |
| COHU | COHU INC | $432.74万 | 0.00% | 61,848 | -260,792 | -80.8% | -$1,824.71万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $431.21万 | 0.00% | 127,616 | 51,432 | 67.5% | $173.79万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $430.42万 | 0.00% | 50,630 | 23,442 | 86.2% | $199.29万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $430.10万 | 0.00% | 183,490 | 172,160 | 1,519.5% | $403.55万 | 加仓 |
| HUBS | HUBSPOT INC | $429.88万 | 0.00% | 23,552 | 3,165 | 15.5% | $57.77万 | 加仓 |
| INTF | ISHARES TR | $427.93万 | 0.00% | 104,474 | -6,772 | -6.1% | -$27.74万 | 减仓 |
| ARW | ARROW ELECTRS INC | $427.88万 | 0.00% | 20,047 | 8,883 | 79.6% | $189.60万 | 加仓 |
| CLX | CLOROX CO DEL | $427.15万 | 0.00% | 44,755 | -49,090 | -52.3% | -$468.52万 | 减仓 |
| — | GDL FD | $427.09万 | 0.00% | 504,243 | -68,545 | -12.0% | -$58.06万 | 减仓 |
| FNV | FRANCO NEV CORP | $426.79万 | 0.00% | 20,474 | 18,513 | 944.1% | $385.91万 | 加仓 |
| VMI | VALMONT INDS INC | $426.11万 | 0.00% | 7,375 | 515 | 7.5% | $29.76万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $422.96万 | 0.00% | 22,844 | -4,358 | -16.0% | -$80.69万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $422.84万 | 0.00% | 176,257 | 1,306 | 0.7% | $3.13万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $422.67万 | 0.00% | 68,434 | 3,750 | 5.8% | $23.16万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $421.62万 | 0.00% | 106,261 | 11,100 | 11.7% | $44.04万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $421.60万 | 0.00% | 199,619 | 3,482 | 1.8% | $7.35万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $421.15万 | 0.00% | 32,043 | -1,401 | -4.2% | -$18.41万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $420.23万 | 0.00% | 54,410 | 39,029 | 253.7% | $301.43万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $418.40万 | 0.00% | 31,094 | -2,211 | -6.6% | -$29.75万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $418.30万 | 0.00% | 51,604 | 921 | 1.8% | $7.47万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $418.08万 | 0.00% | 46,038 | -4,485 | -8.9% | -$40.73万 | 减仓 |
| ALB | ALBEMARLE CORP | $417.50万 | 0.00% | 31,100 | -36,653 | -54.1% | -$492.05万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $416.64万 | 0.00% | 384,353 | 20,394 | 5.6% | $22.11万 | 加仓 |
| NUE | NUCOR CORP | $414.89万 | 0.00% | 18,613 | -17,385 | -48.3% | -$387.52万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $413.83万 | 0.00% | 3,711,000 | -40,000 | -1.1% | -$4.46万 | 减仓 |
| DVA | DAVITA INC | $413.18万 | 0.00% | 18,572 | 2,303 | 14.2% | $51.24万 | 加仓 |
| LAZ | LAZARD INC | $411.10万 | 0.00% | 98,021 | -2,705 | -2.7% | -$11.34万 | 减仓 |
| — | ISHARES TR | $408.72万 | 0.00% | 77,488 | -15,033 | -16.2% | -$79.29万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $407.02万 | 0.00% | 66,473 | 909 | 1.4% | $5.57万 | 加仓 |
| AX | AXOS FINANCIAL INC | $406.41万 | 0.00% | 41,730 | -564 | -1.3% | -$5.49万 | 减仓 |
| — | ELECTRONIC ARTS INC | $405.84万 | 0.00% | 19,792 | -1,049 | -5.0% | -$21.51万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $398.93万 | 0.00% | 99,708 | -25,619 | -20.4% | -$102.50万 | 减仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $398.10万 | 0.00% | 904,777 | 876,132 | 3,058.6% | $385.50万 | 加仓 |
| CLMT | CALUMET INC | $396.71万 | 0.00% | 110,136 | 4,300 | 4.1% | $15.49万 | 加仓 |
| TKR | TIMKEN CO | $396.32万 | 0.00% | 27,274 | -8,804 | -24.4% | -$127.93万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $396.15万 | 0.00% | 56,607 | 2,313 | 4.3% | $16.19万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $395.70万 | 0.00% | 14,132 | -2,000 | -12.4% | -$56.00万 | 减仓 |
| ULS | UL SOLUTIONS INC | $395.32万 | 0.00% | 38,810 | 906 | 2.4% | $9.23万 | 加仓 |
| BOTZ | GLOBAL X FDS | $394.75万 | 0.00% | 104,045 | -3,923 | -3.6% | -$14.88万 | 减仓 |
| DEM | WISDOMTREE TR | $394.68万 | 0.00% | 73,375 | -13,737 | -15.8% | -$73.89万 | 减仓 |
| MAC | MACERICH CO | $393.03万 | 0.00% | 156,024 | 2,583 | 1.7% | $6.51万 | 加仓 |
| TRTX | TPG RE FIN TR INC | $391.63万 | 0.00% | 467,885 | -6,725 | -1.4% | -$5.63万 | 减仓 |
| OC | OWENS CORNING NEW | $391.47万 | 0.00% | 24,624 | 6,543 | 36.2% | $104.02万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $390.63万 | 0.00% | 20,370 | 7,622 | 59.8% | $146.16万 | 加仓 |
| NWSA | NEWS CORP NEW | $388.58万 | 0.00% | 156,462 | 60,445 | 63.0% | $150.12万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $387.10万 | 0.00% | 92,364 | 1,385 | 1.5% | $5.80万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $386.81万 | 0.00% | 50,848 | -44,228 | -46.5% | -$336.45万 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $386.41万 | 0.00% | 259,687 | 17,745 | 7.3% | $26.40万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $385.23万 | 0.00% | 76,048 | -1,248 | -1.6% | -$6.32万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $383.83万 | 0.00% | 131,003 | 54,572 | 71.4% | $159.89万 | 加仓 |
| AOM | ISHARES TR | $383.25万 | 0.00% | 76,819 | -203 | -0.3% | -$1.01万 | 减仓 |
| DINO | HF SINCLAIR CORP | $383.16万 | 0.00% | 53,170 | -209,372 | -79.7% | -$1,508.79万 | 减仓 |
| CUBE | CUBESMART | $381.57万 | 0.00% | 95,943 | 68,240 | 246.3% | $271.39万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $379.21万 | 0.00% | 24,941 | -2,367 | -8.7% | -$35.99万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $378.58万 | 0.00% | 61,012 | 24,853 | 68.7% | $154.21万 | 加仓 |
| IWY | ISHARES TR | $377.76万 | 0.00% | 12,998 | 628 | 5.1% | $18.25万 | 加仓 |
| SUSA | ISHARES TR | $375.71万 | 0.00% | 24,349 | 3,719 | 18.0% | $57.39万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $375.41万 | 0.00% | 49,849 | 1,989 | 4.2% | $14.98万 | 加仓 |
| GXC | SPDR INDEX SHS FDS | $374.11万 | 0.00% | 43,239 | -1,488 | -3.3% | -$12.87万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $373.24万 | 0.00% | 37,663 | -82,169 | -68.6% | -$814.30万 | 减仓 |
| OMC | OMNICOM GROUP INC | $371.38万 | 0.00% | 50,894 | -54,959 | -51.9% | -$401.04万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $369.61万 | 0.00% | 34,399 | 502 | 1.5% | $5.39万 | 加仓 |
| FLEX | FLEX LTD | $369.17万 | 0.00% | 22,778 | 6,504 | 40.0% | $105.41万 | 加仓 |
| ALLY | ALLY FINL INC | $368.14万 | 0.00% | 80,084 | 33,438 | 71.7% | $153.71万 | 加仓 |
| BB | BLACKBERRY LTD | $366.47万 | 0.00% | 289,697 | 289,697 | — | $366.47万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $366.16万 | 0.00% | 28,649 | -128,651 | -81.8% | -$1,644.28万 | 减仓 |
| — | QORVO INC | $366.04万 | 0.00% | 39,242 | 18,584 | 90.0% | $173.35万 | 加仓 |
| BIZD | VANECK ETF TRUST | $366.03万 | 0.00% | 289,124 | 15,066 | 5.5% | $19.07万 | 加仓 |
| YETI | YETI HLDGS INC | $365.04万 | 0.00% | 73,639 | 27,659 | 60.2% | $137.11万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $364.96万 | 0.00% | 142,117 | 142,117 | — | $364.96万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $364.14万 | 0.00% | 37,552 | 1,683 | 4.7% | $16.32万 | 加仓 |
| PODD | INSULET CORP | $362.90万 | 0.00% | 23,829 | 3,069 | 14.8% | $46.74万 | 加仓 |
| IAGG | ISHARES TR | $360.55万 | 0.00% | 71,253 | -13,817 | -16.2% | -$69.92万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $360.34万 | 0.00% | 71,497 | -1,217 | -1.7% | -$6.13万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $358.95万 | 0.00% | 46,957 | -10,326 | -18.0% | -$78.93万 | 减仓 |
| MTZ | MASTEC INC | $357.91万 | 0.00% | 8,603 | -2,062 | -19.3% | -$85.78万 | 减仓 |
| DXCM | DEXCOM INC | $355.80万 | 0.00% | 52,816 | -9,329 | -15.0% | -$62.85万 | 减仓 |
| ALAB | ASTERA LABS INC | $354.92万 | 0.00% | 7,348 | -307,144 | -97.7% | -$1.48亿 | 减仓 |