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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $1.97亿 | 0.22% | 635,056 | 30,970 | 5.1% | $962.36万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.95亿 | 0.22% | 1,027,896 | 364,550 | 55.0% | $6,912.34万 | 加仓 |
| ABBV | ABBVIE INC | $1.94亿 | 0.22% | 894,467 | -17,893 | -2.0% | -$388.95万 | 减仓 |
| GLD | SPDR GOLD TR | $1.93亿 | 0.22% | 448,597 | -10,350 | -2.3% | -$445.40万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1.89亿 | 0.21% | 3,092,580 | 2,420,550 | 360.2% | $1.48亿 | 加仓 |
| KLAC | KLA CORP | $1.89亿 | 0.21% | 128,240 | 3,884 | 3.1% | $573.65万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1.86亿 | 0.21% | 901,751 | -18,260 | -2.0% | -$376.25万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.82亿 | 0.20% | 2,203,423 | 1,727 | 0.1% | $14.29万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1.81亿 | 0.20% | 3,952,034 | 1,504,275 | 61.5% | $6,903.12万 | 加仓 |
| BLK | BLACKROCK INC | $1.80亿 | 0.20% | 187,523 | 16,844 | 9.9% | $1,620.30万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.80亿 | 0.20% | 829,355 | -20,179 | -2.4% | -$438.39万 | 减仓 |
| CRM | SALESFORCE INC | $1.77亿 | 0.20% | 947,077 | 51,748 | 5.8% | $966.11万 | 加仓 |
| CSL | CARLISLE COS INC | $1.75亿 | 0.19% | 523,387 | 301,164 | 135.5% | $1.00亿 | 加仓 |
| J | JACOBS SOLUTIONS INC | $1.75亿 | 0.19% | 1,371,478 | 32,780 | 2.4% | $417.22万 | 加仓 |
| — | HONEYWELL INTL INC | $1.74亿 | 0.19% | 769,534 | 53,191 | 7.4% | $1,202.17万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1.73亿 | 0.19% | 5,171,198 | 50,314 | 1.0% | $168.69万 | 加仓 |
| MRK | MERCK & CO INC | $1.73亿 | 0.19% | 1,435,704 | 8,160 | 0.6% | $98.14万 | 加仓 |
| BAC | BANK AMERICA CORP | $1.70亿 | 0.19% | 3,483,781 | -61,498 | -1.7% | -$299.96万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1.68亿 | 0.19% | 2,136,503 | 69,103 | 3.3% | $541.84万 | 加仓 |
| IJH | ISHARES TR | $1.67亿 | 0.19% | 2,471,080 | 54,870 | 2.3% | $370.60万 | 加仓 |
| MINT | PIMCO ETF TR | $1.66亿 | 0.18% | 1,639,635 | 545,259 | 49.8% | $5,513.30万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.64亿 | 0.18% | 478,855 | -86,550 | -15.3% | -$2,968.20万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.62亿 | 0.18% | 474,727 | -31,382 | -6.2% | -$1,070.78万 | 减仓 |
| IGSB | ISHARES TR | $1.61亿 | 0.18% | 3,049,084 | 928,254 | 43.8% | $4,902.28万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1.60亿 | 0.18% | 532,814 | 10,950 | 2.1% | $328.89万 | 加仓 |
| QCOM | QUALCOMM INC | $1.59亿 | 0.18% | 1,236,060 | -13,897 | -1.1% | -$179.03万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.59亿 | 0.18% | 3,513,024 | 130,255 | 3.9% | $587.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.58亿 | 0.18% | 4,501,394 | 190,468 | 4.4% | $667.40万 | 加仓 |
| EFA | ISHARES TR | $1.54亿 | 0.17% | 1,588,694 | 41,281 | 2.7% | $400.96万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1.50亿 | 0.17% | 1,147,807 | 125,811 | 12.3% | $1,647.18万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1.49亿 | 0.17% | 247,406 | 16,514 | 7.2% | $997.47万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1.49亿 | 0.17% | 949,473 | 65,417 | 7.4% | $1,028.55万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.48亿 | 0.17% | 688,702 | -131 | -0.0% | -$2.82万 | 减仓 |
| NFLX | NETFLIX INC. | $1.48亿 | 0.16% | 1,538,950 | 90,523 | 6.2% | $869.13万 | 加仓 |
| TJX | TJX COS INC NEW | $1.47亿 | 0.16% | 922,531 | -13,088 | -1.4% | -$209.00万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1.47亿 | 0.16% | 1,712,397 | -25,942 | -1.5% | -$222.72万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.46亿 | 0.16% | 336,241 | 22,509 | 7.2% | $976.93万 | 加仓 |
| IWM | ISHARES TR | $1.45亿 | 0.16% | 584,668 | -9,722 | -1.6% | -$241.83万 | 减仓 |
| WAT | WATERS CORP | $1.41亿 | 0.16% | 474,862 | 203,101 | 74.7% | $6,048.35万 | 加仓 |
| SO | SOUTHERN CO | $1.41亿 | 0.16% | 1,462,181 | 46,735 | 3.3% | $451.09万 | 加仓 |
| CPRT | COPART INC | $1.40亿 | 0.16% | 4,228,572 | 901,942 | 27.1% | $2,994.45万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.39亿 | 0.15% | 435,406 | -85,615 | -16.4% | -$2,725.29万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.38亿 | 0.15% | 1,744,661 | 388,928 | 28.7% | $3,083.03万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.37亿 | 0.15% | 1,663,200 | 970,550 | 140.1% | $7,990.54万 | 加仓 |
| KAT | ADVISORS SER TR | $1.34亿 | 0.15% | 2,502,737 | -152,026 | -5.7% | -$814.78万 | 减仓 |
| IWV | ISHARES TR | $1.34亿 | 0.15% | 360,403 | -3,991 | -1.1% | -$147.94万 | 减仓 |
| AGG | ISHARES TR | $1.34亿 | 0.15% | 1,337,798 | -29,460 | -2.2% | -$294.18万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.28亿 | 0.14% | 1,011,775 | 17,249 | 1.7% | $218.97万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1.28亿 | 0.14% | 2,824,503 | 18,501 | 0.7% | $83.65万 | 加仓 |
| PCAR | PACCAR INC | $1.27亿 | 0.14% | 1,096,942 | -105,758 | -8.8% | -$1,221.51万 | 减仓 |
| ASML | ASML HLDG NV | $1.26亿 | 0.14% | 95,370 | -11,795 | -11.0% | -$1,559.43万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1.26亿 | 0.14% | 683,834 | 6,650 | 1.0% | $122.55万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1.26亿 | 0.14% | 2,053,234 | 684,728 | 50.0% | $4,198.75万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1.25亿 | 0.14% | 1,622,955 | 17,385 | 1.1% | $134.11万 | 加仓 |
| IEF | ISHARES TR | $1.25亿 | 0.14% | 1,307,168 | -46,519 | -3.4% | -$443.98万 | 减仓 |
| ACWX | ISHARES TR | $1.23亿 | 0.14% | 1,801,870 | 119,289 | 7.1% | $816.77万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.23亿 | 0.14% | 288,357 | 104,481 | 56.8% | $4,444.80万 | 加仓 |
| AMGN | AMGEN INC | $1.22亿 | 0.14% | 360,036 | -6,319 | -1.7% | -$214.32万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.18亿 | 0.13% | 2,523,940 | 114,866 | 4.8% | $539.30万 | 加仓 |
| GLW | CORNING INC | $1.18亿 | 0.13% | 868,767 | -233,518 | -21.2% | -$3,180.48万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.17亿 | 0.13% | 1,803,273 | 1,803,273 | — | $1.17亿 | 新建仓 |
| ALC | ALCON AG | $1.17亿 | 0.13% | 1,557,335 | 81,237 | 5.5% | $612.23万 | 加仓 |
| WMB | WILLIAMS COS INC | $1.17亿 | 0.13% | 1,611,047 | 75,103 | 4.9% | $546.60万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1.16亿 | 0.13% | 506,019 | 93,458 | 22.7% | $2,147.19万 | 加仓 |
| DGRW | WISDOMTREE TR | $1.16亿 | 0.13% | 1,319,213 | -39,470 | -2.9% | -$346.70万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.14亿 | 0.13% | 1,289,900 | -94,004 | -6.8% | -$833.31万 | 减仓 |
| IEI | ISHARES TR | $1.14亿 | 0.13% | 963,830 | 24,436 | 2.6% | $289.81万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.13亿 | 0.13% | 3,191,240 | 2,064 | 0.1% | $7.33万 | 加仓 |
| MUB | ISHARES TR | $1.12亿 | 0.12% | 1,053,799 | -145,004 | -12.1% | -$1,539.39万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.11亿 | 0.12% | 159 | 11 | 7.4% | $769.66万 | 加仓 |
| USMV | ISHARES TR | $1.10亿 | 0.12% | 1,188,453 | -37,166 | -3.0% | -$344.68万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1.10亿 | 0.12% | 1,947,389 | 1,808,485 | 1,302.0% | $1.02亿 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.10亿 | 0.12% | 1,760,763 | -604,618 | -25.6% | -$3,762.83万 | 减仓 |
| GE | GE AEROSPACE | $1.09亿 | 0.12% | 383,574 | 3,777 | 1.0% | $107.19万 | 加仓 |
| EFV | ISHARES TR | $1.09亿 | 0.12% | 1,458,273 | -45,441 | -3.0% | -$338.40万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1.08亿 | 0.12% | 4,074,640 | 68,769 | 1.7% | $182.79万 | 加仓 |
| CME | CME GROUP INC | $1.08亿 | 0.12% | 365,881 | -931 | -0.3% | -$27.50万 | 减仓 |
| ORCL | ORACLE CORP | $1.07亿 | 0.12% | 723,087 | 36,585 | 5.3% | $540.21万 | 加仓 |
| KO | COCA COLA CO | $1.06亿 | 0.12% | 1,398,412 | 10,088 | 0.7% | $76.73万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $1.04亿 | 0.12% | 1,259,405 | -10,204 | -0.8% | -$84.56万 | 减仓 |
| NOW | SERVICENOW INC | $1.04亿 | 0.12% | 995,592 | 218,706 | 28.2% | $2,285.94万 | 加仓 |
| SHY | ISHARES TR | $1.03亿 | 0.12% | 1,249,777 | -69,759 | -5.3% | -$576.00万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.02亿 | 0.11% | 1,101,298 | -10,493 | -0.9% | -$97.45万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.01亿 | 0.11% | 631,497 | 66,012 | 11.7% | $1,058.77万 | 加仓 |
| SCZ | ISHARES TR | $1.01亿 | 0.11% | 1,284,028 | -11,805 | -0.9% | -$92.59万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $9,972.90万 | 0.11% | 2,216,474 | 6,594 | 0.3% | $29.67万 | 加仓 |
| COO | COOPER COS INC | $9,946.74万 | 0.11% | 1,391,398 | 97,318 | 7.5% | $695.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $9,938.95万 | 0.11% | 678,842 | -145,532 | -17.7% | -$2,130.74万 | 减仓 |
| PSX | PHILLIPS 66 | $9,796.00万 | 0.11% | 538,005 | 22,096 | 4.3% | $402.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $9,786.60万 | 0.11% | 249,280 | -79,112 | -24.1% | -$3,105.90万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9,541.47万 | 0.11% | 393,507 | -22,057 | -5.3% | -$534.82万 | 减仓 |
| GEV | GE VERNOVA INC | $9,342.28万 | 0.10% | 106,736 | 8,453 | 8.6% | $739.87万 | 加仓 |
| IAU | ISHARES GOLD TR | $9,326.03万 | 0.10% | 1,062,868 | -20,609 | -1.9% | -$180.83万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $9,069.07万 | 0.10% | 1,791,951 | 351,759 | 24.4% | $1,780.25万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $8,964.12万 | 0.10% | 188,893 | 82,502 | 77.5% | $3,915.22万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $8,910.08万 | 0.10% | 2,275,770 | -12,339 | -0.5% | -$48.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8,908.78万 | 0.10% | 3,575,590 | -228,027 | -6.0% | -$568.14万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $8,758.84万 | 0.10% | 1,520,609 | 251,654 | 19.8% | $1,449.55万 | 加仓 |
| IGIB | ISHARES TR | $8,740.55万 | 0.10% | 1,637,526 | 1,015,544 | 163.3% | $5,420.62万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $8,684.89万 | 0.10% | 25,280 | 3,199 | 14.5% | $1,099.01万 | 加仓 |