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 |
|---|---|---|---|---|---|---|---|---|
| PKG | PACKAGING CORP AMER | $128.75万 | 0.00% | 6,066 | -7,150 | -54.1% | -$151.75万 | 减仓 |
| IGOV | ISHARES TR | $128.64万 | 0.00% | 31,329 | 3,014 | 10.6% | $12.38万 | 加仓 |
| UDR | UDR INC | $128.29万 | 0.00% | 37,978 | -12,073 | -24.1% | -$40.78万 | 减仓 |
| EWM | ISHARES INC | $127.95万 | 0.00% | 45,037 | 3,282 | 7.9% | $9.32万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $127.77万 | 0.00% | 28,180 | 1,818 | 6.9% | $8.24万 | 加仓 |
| EWN | ISHARES INC | $127.42万 | 0.00% | 22,156 | 1 | 0.0% | $58 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $126.92万 | 0.00% | 209,090 | 148,614 | 245.7% | $90.21万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $126.91万 | 0.00% | 18,204 | 7,106 | 64.0% | $49.54万 | 加仓 |
| CNA | CNA FINL CORP | $126.81万 | 0.00% | 27,345 | 12,354 | 82.4% | $57.29万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $126.62万 | 0.00% | 4,862 | -873 | -15.2% | -$22.73万 | 减仓 |
| SPYI | NEOS ETF TRUST | $125.88万 | 0.00% | 25,498 | 15,653 | 159.0% | $77.28万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $125.81万 | 0.00% | 5,825 | 1,050 | 22.0% | $22.68万 | 加仓 |
| — | ISHARES TR | $125.56万 | 0.00% | 18,235 | -98 | -0.5% | -$6,748 | 减仓 |
| — | WEBSTER FINL CORP | $125.31万 | 0.00% | 18,051 | 4,855 | 36.8% | $33.70万 | 加仓 |
| NUSC | NUSHARES ETF TR | $124.84万 | 0.00% | 27,028 | -156 | -0.6% | -$7,205 | 减仓 |
| MDYV | SPDR SERIES TRUST | $124.79万 | 0.00% | 14,655 | -2,773 | -15.9% | -$23.61万 | 减仓 |
| — | GLOBAL X FDS | $124.75万 | 0.00% | 33,803 | 13,318 | 65.0% | $49.15万 | 加仓 |
| — | ALPS ETF TR | $124.66万 | 0.00% | 37,201 | 5,161 | 16.1% | $17.29万 | 加仓 |
| DWM | WISDOMTREE TR | $124.63万 | 0.00% | 17,832 | 1,945 | 12.2% | $13.59万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $124.62万 | 0.00% | 62,748 | 10,659 | 20.5% | $21.17万 | 加仓 |
| LDUR | PIMCO ETF TR | $123.96万 | 0.00% | 12,936 | -1,287 | -9.0% | -$12.33万 | 减仓 |
| IFRA | ISHARES TR | $123.06万 | 0.00% | 21,513 | -2,017 | -8.6% | -$11.54万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $123.05万 | 0.00% | 25,226 | 656 | 2.7% | $3.20万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $122.97万 | 0.00% | 17,431 | 1,041 | 6.4% | $7.34万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $122.81万 | 0.00% | 13,090 | -6,639 | -33.7% | -$62.29万 | 减仓 |
| IPAR | INTERPARFUMS INC | $122.28万 | 0.00% | 13,460 | -5,318 | -28.3% | -$48.31万 | 减仓 |
| EWU | ISHARES TR | $122.14万 | 0.00% | 26,808 | 10,950 | 69.1% | $49.89万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $121.81万 | 0.00% | 17,122 | 17,122 | — | $121.81万 | 新建仓 |
| SHOE | SHOE CARNIVAL INC | $121.60万 | 0.00% | 78,000 | -1,988 | -2.5% | -$3.10万 | 减仓 |
| MCHI | ISHARES TR | $121.59万 | 0.00% | 21,643 | -944 | -4.2% | -$5.30万 | 减仓 |
| SSO | PROSHARES TR | $121.30万 | 0.00% | 23,381 | -3,236 | -12.2% | -$16.79万 | 减仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $121.27万 | 0.00% | 111,255 | -11,034 | -9.0% | -$12.03万 | 减仓 |
| SHYG | ISHARES TR | $121.12万 | 0.00% | 28,626 | -121,083 | -80.9% | -$512.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $119.90万 | 0.00% | 37,435 | -250 | -0.7% | -$8,007 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $119.88万 | 0.00% | 17,037 | -596 | -3.4% | -$4.19万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $119.13万 | 0.00% | 15,381 | 15,381 | — | $119.13万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $118.89万 | 0.00% | 18,526 | -6,093 | -24.7% | -$39.10万 | 减仓 |
| RKT | ROCKET COS INC | $118.83万 | 0.00% | 83,464 | 28,268 | 51.2% | $40.24万 | 加仓 |
| ACM | AECOM | $118.20万 | 0.00% | 13,935 | -59,693 | -81.1% | -$506.35万 | 减仓 |
| ALLE | ALLEGION PLC | $117.31万 | 0.00% | 7,747 | 370 | 5.0% | $5.60万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $117.16万 | 0.00% | 28,083 | -4,744 | -14.5% | -$19.79万 | 减仓 |
| NULV | NUSHARES ETF TR | $116.64万 | 0.00% | 25,634 | -7,334 | -22.2% | -$33.37万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $115.99万 | 0.00% | 17,479 | 2,303 | 15.2% | $15.28万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $115.90万 | 0.00% | 6,736 | -343 | -4.8% | -$5.90万 | 减仓 |
| PDD | PDD HOLDINGS INC | $115.58万 | 0.00% | 11,311 | -2,575 | -18.5% | -$26.31万 | 减仓 |
| — | AMPLIFY ETF TR | $115.47万 | 0.00% | 34,999 | -203 | -0.6% | -$6,697 | 减仓 |
| CR | CRANE COMPANY | $115.44万 | 0.00% | 6,750 | -7,700 | -53.3% | -$131.68万 | 减仓 |
| DTCR | GLOBAL X FDS | $115.32万 | 0.00% | 47,931 | 10,171 | 26.9% | $24.47万 | 加仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $115.26万 | 0.00% | 96,616 | 62,008 | 179.2% | $73.98万 | 加仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $115.21万 | 0.00% | 75,699 | -66,994 | -46.9% | -$101.96万 | 减仓 |
| GLDM | WORLD GOLD TR | $114.59万 | 0.00% | 12,218 | 3,549 | 40.9% | $33.29万 | 加仓 |
| XVV | ISHARES TR | $113.77万 | 0.00% | 23,115 | 110 | 0.5% | $5,414 | 加仓 |
| AEG | AEGON LTD | $113.50万 | 0.00% | 153,269 | 11,500 | 8.1% | $8.52万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $113.46万 | 0.00% | 50,673 | -60 | -0.1% | -$1,343 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $113.20万 | 0.00% | 46,565 | -8,315 | -15.2% | -$20.21万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $113.15万 | 0.00% | 11,941 | 646 | 5.7% | $6.12万 | 加仓 |
| POWL | POWELL INDS INC | $112.63万 | 0.00% | 2,081 | -612 | -22.7% | -$33.12万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $112.59万 | 0.00% | 33,261 | -1,042 | -3.0% | -$3.53万 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $112.23万 | 0.00% | 50,417 | -34 | -0.1% | -$757 | 减仓 |
| HYMB | SPDR SERIES TRUST | $111.98万 | 0.00% | 45,155 | -7,831 | -14.8% | -$19.42万 | 减仓 |
| AWR | AMER STATES WTR CO | $111.96万 | 0.00% | 14,806 | 4,703 | 46.6% | $35.56万 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC | $111.92万 | 0.00% | 18,325 | 560 | 3.2% | $3.42万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $111.60万 | 0.00% | 29,768 | 283 | 1.0% | $1.06万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $111.40万 | 0.00% | 28,994 | -120 | -0.4% | -$4,610 | 减仓 |
| RDDT | REDDIT INC | $110.88万 | 0.00% | 7,958 | -12,032 | -60.2% | -$167.64万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $110.83万 | 0.00% | 52,291 | -16,612 | -24.1% | -$35.21万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $110.63万 | 0.00% | 33,574 | 33,574 | — | $110.63万 | 新建仓 |
| CHWY | CHEWY INC | $110.31万 | 0.00% | 40,856 | -13,131 | -24.3% | -$35.45万 | 减仓 |
| ETSY | ETSY INC | $110.01万 | 0.00% | 1,180,000 | -80,000 | -6.3% | -$7.46万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $109.75万 | 0.00% | 39,507 | -695 | -1.7% | -$1.93万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $109.28万 | 0.00% | 29,202 | 894 | 3.2% | $3.35万 | 加仓 |
| WY | WEYERHAEUSER CO | $109.27万 | 0.00% | 44,729 | -3,442 | -7.1% | -$8.41万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $109.24万 | 0.00% | 16,813 | -98 | -0.6% | -$6,367 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $109.11万 | 0.00% | 19,972 | 2,004 | 11.2% | $10.95万 | 加仓 |
| IBMS | ISHARES TR | $108.98万 | 0.00% | 42,190 | 9,973 | 31.0% | $25.76万 | 加仓 |
| KB | KB FINL GROUP INC | $108.80万 | 0.00% | 10,537 | 1,125 | 12.0% | $11.62万 | 加仓 |
| URA | GLOBAL X FDS | $108.06万 | 0.00% | 22,312 | 2,092 | 10.3% | $10.13万 | 加仓 |
| — | ISHARES TR | $107.94万 | 0.00% | 12,857 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $106.90万 | 0.00% | 70,652 | 12,270 | 21.0% | $18.57万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $106.88万 | 0.00% | 105,820 | 33,320 | 46.0% | $33.65万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $106.71万 | 0.00% | 25,110 | 2,392 | 10.5% | $10.17万 | 加仓 |
| MLRG | ISHARES TR | $106.65万 | 0.00% | 11,868 | 9 | 0.1% | $809 | 加仓 |
| BOKF | BOK FINL CORP | $106.53万 | 0.00% | 8,319 | 2,369 | 39.8% | $30.34万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $106.40万 | 0.00% | 4,928 | -1,409 | -22.2% | -$30.42万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $106.29万 | 0.00% | 16,274 | -1,705 | -9.5% | -$11.14万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $105.98万 | 0.00% | 38,647 | -5,246 | -12.0% | -$14.39万 | 减仓 |
| IYH | ISHARES TR | $105.82万 | 0.00% | 17,166 | -3,055 | -15.1% | -$18.83万 | 减仓 |
| XSD | SPDR SERIES TRUST | $105.75万 | 0.00% | 3,242 | -1 | -0.0% | -$326 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $105.43万 | 0.00% | 29,624 | -4,424 | -13.0% | -$15.75万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $105.38万 | 0.00% | 92,763 | -17,410 | -15.8% | -$19.78万 | 减仓 |
| AOA | ISHARES TR | $105.37万 | 0.00% | 11,686 | 47 | 0.4% | $4,238 | 加仓 |
| TRU | TRANSUNION | $105.21万 | 0.00% | 15,198 | -8,184 | -35.0% | -$56.65万 | 减仓 |
| IX | ORIX CORP | $105.06万 | 0.00% | 34,583 | 5,417 | 18.6% | $16.46万 | 加仓 |
| — | MOBIX LABS INC | $105.00万 | 0.00% | 0 | -1,642,857 | -100.0% | -$132.43万 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $104.98万 | 0.00% | 19,469 | 4,966 | 34.2% | $26.78万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $104.64万 | 0.00% | 1,729 | 79 | 4.8% | $4.78万 | 加仓 |
| NI | NISOURCE INC | $104.53万 | 0.00% | 22,403 | -9,642 | -30.1% | -$44.99万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $103.86万 | 0.00% | 17,760 | -755 | -4.1% | -$4.42万 | 减仓 |
| AVBH | AVIDBANK HLDGS INC | $103.71万 | 0.00% | 36,389 | 27 | 0.1% | $770 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $103.60万 | 0.00% | 34,396 | -561,933 | -94.2% | -$1,692.58万 | 减仓 |