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 |
|---|---|---|---|---|---|---|---|---|
| SAM | BOSTON BEER INC | $87.50万 | 0.00% | 4,939 | -6,151 | -55.5% | -$108.97万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $87.41万 | 0.00% | 11,146 | -516 | -4.4% | -$4.05万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $86.83万 | 0.00% | 3,193 | -17,522 | -84.6% | -$476.47万 | 减仓 |
| CRI | CARTERS INC | $86.70万 | 0.00% | 21,066 | 2,301 | 12.3% | $9.47万 | 加仓 |
| QYLD | GLOBAL X FDS | $86.33万 | 0.00% | 46,842 | 8,872 | 23.4% | $16.35万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $86.33万 | 0.00% | 3,029 | -303 | -9.1% | -$8.64万 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $86.08万 | 0.00% | 25,742 | 1,461 | 6.0% | $4.89万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $85.18万 | 0.00% | 4,920 | 452 | 10.1% | $7.83万 | 加仓 |
| BMOP | BNY MELLON ETF TRUST II | $84.62万 | 0.00% | 33,566 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES TR | $84.61万 | 0.00% | 3,344 | 149 | 4.7% | $3.77万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $84.46万 | 0.00% | 2,161 | -136 | -5.9% | -$5.32万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $84.21万 | 0.00% | 14,236 | -1,102 | -7.2% | -$6.52万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $84.17万 | 0.00% | 2,257 | 940 | 71.4% | $35.06万 | 加仓 |
| NLR | VANECK ETF TRUST | $84.03万 | 0.00% | 7,244 | -473 | -6.1% | -$5.49万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $84.00万 | 0.00% | 18,530 | -42 | -0.2% | -$1,904 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $84.00万 | 0.00% | 25,157 | 25,157 | — | $84.00万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $83.78万 | 0.00% | 18,115 | -4,653 | -20.4% | -$21.52万 | 减仓 |
| GKAT | ADVISORS SER TR | $83.08万 | 0.00% | 19,247 | -973 | -4.8% | -$4.20万 | 减仓 |
| BKH | BLACK HILLS CORP | $82.76万 | 0.00% | 11,124 | 3,267 | 41.6% | $24.31万 | 加仓 |
| WTAI | WISDOMTREE TR | $82.60万 | 0.00% | 17,400 | 145 | 0.8% | $6,883 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $82.07万 | 0.00% | 15,828 | 989 | 6.7% | $5.13万 | 加仓 |
| CBT | CABOT CORP | $81.94万 | 0.00% | 9,022 | 4,413 | 95.7% | $40.08万 | 加仓 |
| XJH | ISHARES TR | $81.69万 | 0.00% | 15,665 | -397 | -2.5% | -$2.07万 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $81.62万 | 0.00% | 124,996 | 87,684 | 235.0% | $57.26万 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $81.45万 | 0.00% | 103,625 | 103,625 | — | $81.45万 | 新建仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $81.38万 | 0.00% | 336,289 | -11,779 | -3.4% | -$2.85万 | 减仓 |
| — | ISHARES INC | $81.22万 | 0.00% | 19,189 | -30,981 | -61.8% | -$131.13万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $81.03万 | 0.00% | 12,037 | 980 | 8.9% | $6.60万 | 加仓 |
| — | PROSHARES TR | $80.89万 | 0.00% | 17,225 | 1,061 | 6.6% | $4.98万 | 重新持有 |
| EIS | ISHARES INC | $80.32万 | 0.00% | 6,654 | 327 | 5.2% | $3.95万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $79.69万 | 0.00% | 39,255 | 14,340 | 57.6% | $29.11万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $79.44万 | 0.00% | 17,862 | 17,862 | — | $79.44万 | 新建仓 |
| EZU | ISHARES INC | $79.31万 | 0.00% | 11,415 | -12,496 | -52.3% | -$86.83万 | 减仓 |
| RWR | SPDR SERIES TRUST | $79.27万 | 0.00% | 7,016 | 2,126 | 43.5% | $24.02万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $79.20万 | 0.00% | 35,451 | -14,966 | -29.7% | -$33.43万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $79.19万 | 0.00% | 15,902 | 15,902 | — | $79.19万 | 新建仓 |
| TDTT | FLEXSHARES TR | $78.93万 | 0.00% | 33,011 | -8,474 | -20.4% | -$20.26万 | 减仓 |
| UPBD | UPBOUND GROUP INC | $78.85万 | 0.00% | 37,140 | 37,140 | — | $78.85万 | 新建仓 |
| PL | PLANET LABS PBC | $78.51万 | 0.00% | 23,698 | -900 | -3.7% | -$2.98万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $78.17万 | 0.00% | 38,374 | 1,369 | 3.7% | $2.79万 | 加仓 |
| ESLT | ELBIT SYS LTD | $77.87万 | 0.00% | 1,026 | 175 | 20.6% | $13.28万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $77.73万 | 0.00% | 29,723 | -118,812 | -80.0% | -$310.71万 | 减仓 |
| — | MFS INTER INCOME TR | $77.72万 | 0.00% | 314,646 | 50,452 | 19.1% | $12.46万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $77.65万 | 0.00% | 56,149 | -3,614 | -6.0% | -$5.00万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $77.08万 | 0.00% | 75,420 | -30,400 | -28.7% | -$31.07万 | 减仓 |
| PSUS | PERSHING SQUARE USA LTD | $77.00万 | 0.00% | 20,600 | 20,600 | — | $77.00万 | 新建仓 |
| ICLR | ICON PUB LTD CO | $76.62万 | 0.00% | 4,410 | -286 | -6.1% | -$4.97万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $76.44万 | 0.00% | 27,617 | 7,163 | 35.0% | $19.83万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $76.03万 | 0.00% | 28,044 | -18,521 | -39.8% | -$50.21万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $75.96万 | 0.00% | 61,707 | 1,991 | 3.3% | $2.45万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $75.91万 | 0.00% | 19,997 | 3,289 | 19.7% | $12.49万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $75.67万 | 0.00% | 53,084 | 38,252 | 257.9% | $54.53万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $75.57万 | 0.00% | 18,558 | 859 | 4.9% | $3.50万 | 加仓 |
| CSTM | CONSTELLIUM SE | $75.56万 | 0.00% | 23,709 | 6,654 | 39.0% | $21.21万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $75.54万 | 0.00% | 17,552 | 419 | 2.4% | $1.80万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $75.49万 | 0.00% | 15,513 | -2,654 | -14.6% | -$12.92万 | 减仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $75.25万 | 0.00% | 135,825 | -14,621 | -9.7% | -$8.10万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $75.15万 | 0.00% | 24,424 | 9,818 | 67.2% | $30.21万 | 加仓 |
| ISPY | PROSHARES TR | $75.06万 | 0.00% | 15,576 | 589 | 3.9% | $2.84万 | 重新持有 |
| MKTX | MARKETAXESS HLDGS INC | $74.89万 | 0.00% | 6,599 | -8,455 | -56.2% | -$95.96万 | 减仓 |
| — | MICROSOFT CORP | $74.60万 | 0.00% | 2,000 | 2,000 | — | $74.60万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $74.42万 | 0.00% | 121,211 | 28,803 | 31.2% | $17.69万 | 加仓 |
| UUP | INVESCO DB US DLR INDEX TR | $74.35万 | 0.00% | 26,171 | -13,336 | -33.8% | -$37.89万 | 减仓 |
| TS | TENARIS S A | $74.35万 | 0.00% | 13,398 | 2,793 | 26.3% | $15.50万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $74.20万 | 0.00% | 197,878 | 197,878 | — | $74.20万 | 新建仓 |
| PUK | PRUDENTIAL PLC | $74.16万 | 0.00% | 27,661 | -6,049 | -17.9% | -$16.22万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $74.08万 | 0.00% | 10,695 | 2,178 | 25.6% | $15.09万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $73.90万 | 0.00% | 25,248 | 25,248 | — | $73.90万 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY | $73.60万 | 0.00% | 11,247 | 4,765 | 73.5% | $31.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $73.57万 | 0.00% | 24,383 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $73.43万 | 0.00% | 18,226 | -671 | -3.6% | -$2.70万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $73.42万 | 0.00% | 2,712 | 2,712 | — | $73.42万 | 新建仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $73.23万 | 0.00% | 43,334 | 229 | 0.5% | $3,870 | 加仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $73.23万 | 0.00% | 16,705 | 8,053 | 93.1% | $35.30万 | 加仓 |
| — | TPG INC | $72.99万 | 0.00% | 18,000 | 18,000 | — | $72.99万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $72.63万 | 0.00% | 8,028 | 4,109 | 104.8% | $37.17万 | 加仓 |
| IREN | IREN LIMITED | $72.59万 | 0.00% | 15,874 | -11,794 | -42.6% | -$53.94万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $72.58万 | 0.00% | 35,132 | 35,132 | — | $72.58万 | 新建仓 |
| IYG | ISHARES TR | $72.28万 | 0.00% | 7,989 | 606 | 8.2% | $5.48万 | 加仓 |
| IBDV | ISHARES TR | $72.24万 | 0.00% | 33,135 | 1,743 | 5.6% | $3.80万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $72.24万 | 0.00% | 2,188 | 631 | 40.5% | $20.83万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $72.02万 | 0.00% | 6,307 | -40,155 | -86.4% | -$458.51万 | 减仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $72.00万 | 0.00% | 80,805 | -2,915 | -3.5% | -$2.60万 | 减仓 |
| CVSA | COVISTA INC | $71.75万 | 0.00% | 5,756 | -373 | -6.1% | -$4.65万 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $71.61万 | 0.00% | 78,096 | 7,985 | 11.4% | $7.32万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $71.55万 | 0.00% | 18,106 | 1,708 | 10.4% | $6.75万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $71.55万 | 0.00% | 17,600 | -5,062 | -22.3% | -$20.58万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $71.53万 | 0.00% | 13,862 | 396 | 2.9% | $2.04万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $71.30万 | 0.00% | 34,761 | 22,894 | 192.9% | $46.96万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $71.14万 | 0.00% | 16,257 | -227 | -1.4% | -$9,934 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $71.10万 | 0.00% | 6,886 | 118 | 1.7% | $1.22万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $71.06万 | 0.00% | 7,013 | -311 | -4.2% | -$3.15万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $70.79万 | 0.00% | 6,219 | 775 | 14.2% | $8.82万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $70.70万 | 0.00% | 58,329 | 674 | 1.2% | $8,169 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $70.53万 | 0.00% | 29,086 | -923 | -3.1% | -$2.24万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $70.51万 | 0.00% | 11,148 | 4,198 | 60.4% | $26.55万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $70.47万 | 0.00% | 108,913 | -32,752 | -23.1% | -$21.19万 | 减仓 |
| YOU | CLEAR SECURE INC | $70.26万 | 0.00% | 12,606 | -5,404 | -30.0% | -$30.12万 | 减仓 |
| — | SARATOGA INVT CORP | $70.14万 | 0.00% | 31,441 | 3,732 | 13.5% | $8.33万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $70.04万 | 0.00% | 33,672 | -11,043 | -24.7% | -$22.97万 | 减仓 |