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 |
|---|---|---|---|---|---|---|---|---|
| FTXL | FIRST TR EXCHANGE TRADED FD | $64.35万 | 0.00% | 4,363 | 2,144 | 96.6% | $31.62万 | 加仓 |
| SXI | STANDEX INTL CORP | $64.31万 | 0.00% | 2,523 | -495 | -16.4% | -$12.62万 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $64.22万 | 0.00% | 70,111 | 20 | 0.0% | $183 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $64.22万 | 0.00% | 6,768 | 780 | 13.0% | $7.40万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $63.98万 | 0.00% | 43,317 | -1,880 | -4.2% | -$2.78万 | 减仓 |
| IEV | ISHARES TR | $63.97万 | 0.00% | 8,156 | -1,457 | -15.2% | -$11.43万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $63.59万 | 0.00% | 8,517 | 1,897 | 28.7% | $14.16万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $63.27万 | 0.00% | 27,252 | -31,732 | -53.8% | -$73.67万 | 减仓 |
| LYFT | LYFT INC | $63.15万 | 0.00% | 47,483 | -118,971 | -71.5% | -$158.23万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $63.09万 | 0.00% | 54,202 | 5,610 | 11.5% | $6.53万 | 加仓 |
| — | INVESCO CURRENCYSHARES BRIT | $63.01万 | 0.00% | 4,948 | 1,947 | 64.9% | $24.80万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $62.72万 | 0.00% | 26,408 | -17,136 | -39.4% | -$40.70万 | 减仓 |
| — | SPDR INDEX SHS FDS | $62.40万 | 0.00% | 4,359 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $62.35万 | 0.00% | 24,931 | -168 | -0.7% | -$4,202 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $62.32万 | 0.00% | 15,460 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $62.30万 | 0.00% | 23,153 | 6,339 | 37.7% | $17.06万 | 加仓 |
| — | PUTNAM MASTER INTER INCOME T | $62.04万 | 0.00% | 189,725 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $61.93万 | 0.00% | 26,580 | 11,905 | 81.1% | $27.74万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $61.92万 | 0.00% | 9,058 | 9,058 | — | $61.92万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $61.75万 | 0.00% | 29,155 | -48,340 | -62.4% | -$102.38万 | 减仓 |
| TS | TENARIS S A | $61.70万 | 0.00% | 10,605 | 2,950 | 38.5% | $17.16万 | 加仓 |
| EPI | WISDOMTREE TR | $61.48万 | 0.00% | 15,068 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $61.41万 | 0.00% | 7,961 | 5,617 | 239.6% | $43.33万 | 重新持有 |
| URGN | UROGEN PHARMA LTD | $61.20万 | 0.00% | 34,038 | -1,239 | -3.5% | -$2.23万 | 减仓 |
| IYG | ISHARES TR | $61.16万 | 0.00% | 7,383 | 1,039 | 16.4% | $8.61万 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $61.15万 | 0.00% | 33,822 | -7,174 | -17.5% | -$12.97万 | 减仓 |
| DOL | WISDOMTREE TR | $61.10万 | 0.00% | 8,986 | -1,170 | -11.5% | -$7.96万 | 减仓 |
| — | ADVISORSHARES TR | $61.05万 | 0.00% | 232,112 | 0 | 0.0% | — | 不变 |
| LAUR | LAUREATE ED INC | $60.87万 | 0.00% | 17,470 | 51 | 0.3% | $1,777 | 加仓 |
| EWC | ISHARES INC | $60.85万 | 0.00% | 11,106 | 5,271 | 90.3% | $28.88万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $60.84万 | 0.00% | 12,291 | 28 | 0.2% | $1,386 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $60.82万 | 0.00% | 16,349 | 10,426 | 176.0% | $38.79万 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $60.78万 | 0.00% | 83,720 | -2,756 | -3.2% | -$2.00万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $60.64万 | 0.00% | 4,468 | 1,839 | 70.0% | $24.96万 | 加仓 |
| — | SARATOGA INVT CORP | $60.60万 | 0.00% | 27,709 | 2,109 | 8.2% | $4.61万 | 加仓 |
| — | MONROE CAP CORP | $60.30万 | 0.00% | 131,081 | 447 | 0.3% | $2,056 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $59.96万 | 0.00% | 35,020 | 22,610 | 182.2% | $38.71万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $59.02万 | 0.00% | 13,267 | 5,683 | 74.9% | $25.28万 | 加仓 |
| FULT | FULTON FINL CORP PA | $58.74万 | 0.00% | 28,878 | 10,104 | 53.8% | $20.55万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $58.64万 | 0.00% | 2,297 | 1,123 | 95.7% | $28.67万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $58.47万 | 0.00% | 5,444 | -39 | -0.7% | -$4,188 | 减仓 |
| PBF | PBF ENERGY INC | $58.31万 | 0.00% | 12,244 | -241 | -1.9% | -$1.15万 | 减仓 |
| CORP | PIMCO ETF TR | $58.30万 | 0.00% | 6,023 | -147 | -2.4% | -$1.42万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $58.15万 | 0.00% | 32,651 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $58.15万 | 0.00% | 13,287 | -2,693 | -16.9% | -$11.79万 | 减仓 |
| JD | JD.COM INC | $58.13万 | 0.00% | 19,657 | 6,053 | 44.5% | $17.90万 | 加仓 |
| — | WISDOMTREE TR | $58.02万 | 0.00% | 5,049 | 6 | 0.1% | $689 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $57.79万 | 0.00% | 7,765 | 7,765 | — | $57.79万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $57.53万 | 0.00% | 2,653 | -4,004 | -60.1% | -$86.82万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $57.49万 | 0.00% | 16,708 | 86 | 0.5% | $2,959 | 加仓 |
| MAIN | MAIN STR CAP CORP | $57.48万 | 0.00% | 10,853 | 810 | 8.1% | $4.29万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $57.45万 | 0.00% | 16,057 | 900 | 5.9% | $3.22万 | 加仓 |
| EWJV | ISHARES TR | $57.31万 | 0.00% | 13,432 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $57.21万 | 0.00% | 20,370 | 20,370 | — | $57.21万 | 新建仓 |
| ROL | ROLLINS INC | $57.18万 | 0.00% | 10,481 | -10,655 | -50.4% | -$58.13万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $57.12万 | 0.00% | 2,493 | 1,411 | 130.4% | $32.33万 | 加仓 |
| — | ISHARES TR | $57.02万 | 0.00% | 38,504 | 1,000 | 2.7% | $1.48万 | 加仓 |
| HAWX | ISHARES TR | $56.68万 | 0.00% | 13,862 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $56.58万 | 0.00% | 32,257 | 3,557 | 12.4% | $6.24万 | 加仓 |
| SDOG | ALPS ETF TR | $56.50万 | 0.00% | 8,688 | -2,132 | -19.7% | -$13.87万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $56.50万 | 0.00% | 24,780 | -54,143 | -68.6% | -$123.45万 | 减仓 |
| — | AMPLIFY ETF TR | $56.02万 | 0.00% | 13,087 | 3,190 | 32.2% | $13.65万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $56.00万 | 0.00% | 11,967 | 706 | 6.3% | $3.30万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $55.92万 | 0.00% | 49,768 | -1,551 | -3.0% | -$1.74万 | 减仓 |
| VRSN | VERISIGN INC | $55.82万 | 0.00% | 2,070 | -10,979 | -84.1% | -$296.08万 | 减仓 |
| MGEE | MGE ENERGY INC | $55.82万 | 0.00% | 7,222 | -209 | -2.8% | -$1.62万 | 减仓 |
| — | ABERDEEN INDIA FD INC | $55.69万 | 0.00% | 49,199 | 7,510 | 18.0% | $8.50万 | 加仓 |
| QQQI | NEOS ETF TRUST | $55.57万 | 0.00% | 11,184 | -58,505 | -84.0% | -$290.71万 | 减仓 |
| GNTX | GENTEX CORP | $55.55万 | 0.00% | 25,423 | -13,590 | -34.8% | -$29.70万 | 减仓 |
| KOPN | KOPIN CORP | $55.45万 | 0.00% | 246,460 | 246,460 | — | $55.45万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $55.35万 | 0.00% | 10,582 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES TR | $55.34万 | 0.00% | 13,242 | 116 | 0.9% | $4,848 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $55.30万 | 0.00% | 36,742 | -48,855 | -57.1% | -$73.53万 | 减仓 |
| — | GLOBAL X FDS | $55.26万 | 0.00% | 14,827 | 3,201 | 27.5% | $11.93万 | 加仓 |
| LEMB | ISHARES INC | $55.22万 | 0.00% | 13,533 | 13,533 | — | $55.22万 | 新建仓 |
| LONZ | PIMCO ETF TR | $55.19万 | 0.00% | 11,175 | -112,413 | -91.0% | -$555.13万 | 减仓 |
| LEA | LEAR CORP | $54.93万 | 0.00% | 4,536 | 1,252 | 38.1% | $15.16万 | 加仓 |
| BKH | BLACK HILLS CORP | $54.54万 | 0.00% | 7,857 | -830 | -9.6% | -$5.76万 | 减仓 |
| SCI | SERVICE CORP INTL | $54.17万 | 0.00% | 6,565 | -3,987 | -37.8% | -$32.90万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $54.15万 | 0.00% | 59,310 | 22,246 | 60.0% | $20.31万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $54.09万 | 0.00% | 60,170 | -1,821,235 | -96.8% | -$1,637.29万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $53.72万 | 0.00% | 7,066 | -277 | -3.8% | -$2.11万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $53.54万 | 0.00% | 4,010 | 1,852 | 85.8% | $24.73万 | 加仓 |
| PWR | QUANTA SVCS INC | $53.45万 | 0.00% | 892 | -295 | -24.9% | -$17.68万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $53.45万 | 0.00% | 14,543 | 1,703 | 13.3% | $6.26万 | 加仓 |
| BHB | BAR HBR BANKSHARES | $53.43万 | 0.00% | 16,466 | 133 | 0.8% | $4,316 | 加仓 |
| KFY | KORN FERRY | $53.42万 | 0.00% | 8,249 | 8,249 | — | $53.42万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $53.33万 | 0.00% | 44,111 | 13,458 | 43.9% | $16.27万 | 加仓 |
| APTV | APTIV PLC | $53.26万 | 0.00% | 7,665 | -5,721 | -42.7% | -$39.75万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $53.08万 | 0.00% | 33,690 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $53.08万 | 0.00% | 7,720 | 7,720 | — | $53.08万 | 新建仓 |
| ASH | ASHLAND INC | $52.95万 | 0.00% | 9,521 | -5,066 | -34.7% | -$28.17万 | 减仓 |
| TRGP | TARGA RES CORP | $52.94万 | 0.00% | 2,110 | -3,403 | -61.7% | -$85.37万 | 减仓 |
| — | RBB FD INC | $52.84万 | 0.00% | 18,699 | -742 | -3.8% | -$2.10万 | 减仓 |
| SBR | SABINE RTY TR | $52.74万 | 0.00% | 7,032 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $52.69万 | 0.00% | 38,209 | -592 | -1.5% | -$8,164 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.53万 | 0.00% | 15,142 | 165 | 1.1% | $5,724 | 加仓 |
| XHB | SPDR SERIES TRUST | $52.47万 | 0.00% | 5,315 | -1,644 | -23.6% | -$16.23万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $52.44万 | 0.00% | 5,556 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $52.37万 | 0.00% | 9,667 | -5,027 | -34.2% | -$27.23万 | 减仓 |