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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $2.01亿 | 0.21% | 205,230 | -189,552 | -48.0% | -$1.85亿 | 减仓 |
| BX | BLACKSTONE INC | $1.97亿 | 0.20% | 1,675,214 | -835,314 | -33.3% | -$9,829.20万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.95亿 | 0.20% | 1,645,757 | -1,608,605 | -49.4% | -$1.90亿 | 减仓 |
| IGSB | ISHARES TR | $1.92亿 | 0.20% | 3,665,930 | 616,846 | 20.2% | $3,232.89万 | 加仓 |
| BAC | BANK OF AMER CORP | $1.91亿 | 0.20% | 3,345,544 | -138,237 | -4.0% | -$787.81万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1.90亿 | 0.20% | 2,634,467 | 581,233 | 28.3% | $4,201.15万 | 加仓 |
| IJH | ISHARES TR | $1.89亿 | 0.19% | 2,454,535 | -16,545 | -0.7% | -$127.58万 | 减仓 |
| IWV | ISHARES TR | $1.88亿 | 0.19% | 440,213 | 79,810 | 22.1% | $3,403.12万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.86亿 | 0.19% | 2,246,329 | 42,906 | 1.9% | $354.62万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.83亿 | 0.19% | 3,539,244 | 26,220 | 0.7% | $135.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.82亿 | 0.19% | 4,701,833 | 200,439 | 4.5% | $777.50万 | 加仓 |
| WAT | WATERS CORP | $1.82亿 | 0.19% | 485,602 | 10,740 | 2.3% | $402.78万 | 加仓 |
| PAVE | GLOBAL X FDS | $1.80亿 | 0.18% | 3,061,202 | 2,470,824 | 418.5% | $1.46亿 | 加仓 |
| VV | VANGUARD INDEX FDS | $1.80亿 | 0.18% | 522,651 | -10,163 | -1.9% | -$349.52万 | 减仓 |
| BLK | BLACKROCK INC | $1.78亿 | 0.18% | 186,980 | -543 | -0.3% | -$51.79万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.77亿 | 0.18% | 771,225 | -608,172 | -44.1% | -$1.40亿 | 减仓 |
| MRK | MERCK & CO INC | $1.77亿 | 0.18% | 1,375,512 | -60,192 | -4.2% | -$773.81万 | 减仓 |
| ASML | ASML HLDG NV | $1.74亿 | 0.18% | 87,635 | -7,735 | -8.1% | -$1,538.87万 | 减仓 |
| MCD | MCDONALDS CORP | $1.73亿 | 0.18% | 639,678 | 4,622 | 0.7% | $124.94万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $1.72亿 | 0.18% | 1,364,659 | -6,819 | -0.5% | -$85.92万 | 减仓 |
| — | EXXON MOBIL CORP | $1.70亿 | 0.17% | 1,246,347 | -1,721,658 | -58.0% | -$2.35亿 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1.69亿 | 0.17% | 2,168,154 | 31,651 | 1.5% | $246.59万 | 加仓 |
| EFA | ISHARES TR | $1.66亿 | 0.17% | 1,598,642 | 9,948 | 0.6% | $103.34万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.66亿 | 0.17% | 700,902 | 12,200 | 1.8% | $288.68万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.65亿 | 0.17% | 969,570 | -42,205 | -4.2% | -$716.96万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.63亿 | 0.17% | 169,215 | -80,065 | -32.1% | -$7,725.25万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1.63亿 | 0.17% | 5,105,828 | -65,370 | -1.3% | -$208.99万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.59亿 | 0.16% | 1,753,727 | -767,185 | -30.4% | -$6,963.10万 | 减仓 |
| ICSH | ISHARES TR | $1.59亿 | 0.16% | 3,144,032 | 2,908,587 | 1,235.4% | $1.47亿 | 加仓 |
| GLD | SPDR GOLD TR | $1.59亿 | 0.16% | 431,530 | -17,067 | -3.8% | -$628.72万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1.58亿 | 0.16% | 1,639,286 | -73,111 | -4.3% | -$705.45万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.58亿 | 0.16% | 642,044 | -438,354 | -40.6% | -$1.08亿 | 减仓 |
| OEF | ISHARES TR | $1.57亿 | 0.16% | 429,435 | -610,458 | -58.7% | -$2.23亿 | 减仓 |
| CRM | SALESFORCE INC | $1.56亿 | 0.16% | 997,437 | 50,360 | 5.3% | $788.99万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.54亿 | 0.16% | 388,663 | -46,743 | -10.7% | -$1,856.46万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.54亿 | 0.16% | 2,056,587 | 253,314 | 14.0% | $1,894.95万 | 加仓 |
| EWY | ISHARES INC | $1.53亿 | 0.16% | 756,924 | 740,305 | 4,454.6% | $1.49亿 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1.53亿 | 0.16% | 2,081,100 | 133,711 | 6.9% | $980.77万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1.51亿 | 0.15% | 574,893 | -559,265 | -49.3% | -$1.47亿 | 减仓 |
| INTC | INTEL CORP | $1.51亿 | 0.15% | 1,080,599 | -44,071 | -3.9% | -$614.27万 | 减仓 |
| IWM | ISHARES TR | $1.50亿 | 0.15% | 499,146 | -85,522 | -14.6% | -$2,569.51万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1.46亿 | 0.15% | 1,154,784 | 6,977 | 0.6% | $88.32万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1.45亿 | 0.15% | 1,700,391 | 77,436 | 4.8% | $662.00万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1.44亿 | 0.15% | 954,318 | 4,845 | 0.5% | $73.32万 | 加仓 |
| ACWX | ISHARES TR | $1.44亿 | 0.15% | 1,895,268 | 93,398 | 5.2% | $710.85万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.42亿 | 0.15% | 342,434 | 6,193 | 1.8% | $257.19万 | 加仓 |
| GE | GE AEROSPACE | $1.39亿 | 0.14% | 372,609 | -10,965 | -2.9% | -$409.80万 | 减仓 |
| TJX | TJX COS INC NEW | $1.39亿 | 0.14% | 916,401 | -6,130 | -0.7% | -$92.87万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.38亿 | 0.14% | 725,093 | -302,803 | -29.5% | -$5,768.99万 | 减仓 |
| MINT | PIMCO ETF TR | $1.38亿 | 0.14% | 1,367,299 | -272,336 | -16.6% | -$2,745.42万 | 减仓 |
| SO | SOUTHERN CO | $1.35亿 | 0.14% | 1,407,819 | -54,362 | -3.7% | -$520.30万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1.33亿 | 0.14% | 739,093 | -710,550 | -49.0% | -$1.28亿 | 减仓 |
| AGG | ISHARES TR | $1.32亿 | 0.14% | 1,338,510 | 712 | 0.1% | $7.05万 | 加仓 |
| IGIB | ISHARES TR | $1.32亿 | 0.13% | 2,476,291 | 838,765 | 51.2% | $4,459.72万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1.29亿 | 0.13% | 653,694 | -30,140 | -4.4% | -$595.57万 | 减仓 |
| ALC | ALCON AG | $1.28亿 | 0.13% | 1,907,874 | 350,539 | 22.5% | $2,353.55万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.28亿 | 0.13% | 3,422,470 | 231,230 | 7.2% | $861.56万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1.27亿 | 0.13% | 2,825,037 | 534 | 0.0% | $2.40万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.27亿 | 0.13% | 169 | 10 | 6.3% | $748.85万 | 加仓 |
| KAT | ADVISORS SER TR | $1.26亿 | 0.13% | 2,332,145 | -170,592 | -6.8% | -$922.22万 | 减仓 |
| IYZ | ISHARES TR | $1.24亿 | 0.13% | 2,931,595 | 2,931,595 | — | $1.24亿 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $1.24亿 | 0.13% | 995,439 | -507,501 | -33.8% | -$6,315.34万 | 减仓 |
| DGRW | WISDOMTREE TR | $1.24亿 | 0.13% | 1,291,594 | -27,619 | -2.1% | -$264.09万 | 减仓 |
| IEF | ISHARES TR | $1.22亿 | 0.13% | 1,294,903 | -12,265 | -0.9% | -$115.99万 | 减仓 |
| CPRT | COPART INC | $1.22亿 | 0.13% | 4,338,727 | 110,155 | 2.6% | $310.53万 | 加仓 |
| GEV | GE VERNOVA INC | $1.22亿 | 0.12% | 103,816 | -2,920 | -2.7% | -$343.06万 | 减仓 |
| WMB | WILLIAMS COS INC | $1.22亿 | 0.12% | 1,635,137 | 24,090 | 1.5% | $179.09万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1.15亿 | 0.12% | 3,958,658 | -115,982 | -2.8% | -$336.00万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $1.14亿 | 0.12% | 1,277,334 | 17,929 | 1.4% | $159.32万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.13亿 | 0.12% | 2,422,537 | -101,403 | -4.0% | -$474.67万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1.13亿 | 0.12% | 506,105 | 86 | 0.0% | $1.92万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.13亿 | 0.12% | 1,425,061 | -319,600 | -18.3% | -$2,525.80万 | 减仓 |
| KO | COCA COLA CO | $1.13亿 | 0.12% | 1,384,795 | -13,617 | -1.0% | -$110.67万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.12亿 | 0.11% | 2,463,277 | 702,514 | 39.9% | $3,195.74万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1.11亿 | 0.11% | 2,148,441 | -68,033 | -3.1% | -$352.27万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1.10亿 | 0.11% | 215,672 | -31,734 | -12.8% | -$1,617.24万 | 减仓 |
| AMGN | AMGEN INC | $1.09亿 | 0.11% | 315,585 | -44,451 | -12.3% | -$1,542.19万 | 减仓 |
| IEI | ISHARES TR | $1.08亿 | 0.11% | 922,315 | -41,515 | -4.3% | -$487.59万 | 减仓 |
| USMV | ISHARES TR | $1.07亿 | 0.11% | 1,114,252 | -74,201 | -6.2% | -$715.74万 | 减仓 |
| PCAR | PACCAR INC | $1.07亿 | 0.11% | 888,924 | -208,018 | -19.0% | -$2,498.70万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.07亿 | 0.11% | 379,720 | -13,787 | -3.5% | -$387.55万 | 减仓 |
| SBUX | STARBUCKS CORP | $1.06亿 | 0.11% | 1,039,159 | 177,009 | 20.5% | $1,808.87万 | 加仓 |
| NFLX | NETFLIX INC. | $1.06亿 | 0.11% | 1,485,431 | -53,519 | -3.5% | -$382.13万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1.06亿 | 0.11% | 2,337,916 | -1,614,118 | -40.8% | -$7,318.42万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.05亿 | 0.11% | 1,178,813 | -111,087 | -8.6% | -$990.90万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $1.05亿 | 0.11% | 2,070,094 | -2,115,181 | -50.5% | -$1.07亿 | 减仓 |
| SCZ | ISHARES TR | $1.05亿 | 0.11% | 1,274,009 | -10,019 | -0.8% | -$82.43万 | 减仓 |
| ORCL | ORACLE CORP | $1.04亿 | 0.11% | 711,051 | -12,036 | -1.7% | -$176.34万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1.04亿 | 0.11% | 1,955,523 | -1,137,057 | -36.8% | -$6,038.91万 | 减仓 |
| EFV | ISHARES TR | $1.04亿 | 0.11% | 1,353,068 | -105,205 | -7.2% | -$805.34万 | 减仓 |
| QLTY | GMO ETF TRUST | $1.03亿 | 0.11% | 2,483,054 | 284,649 | 12.9% | $1,184.71万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.03亿 | 0.11% | 1,170,089 | 68,791 | 6.2% | $603.78万 | 加仓 |
| COO | COOPER COS INC | $1.01亿 | 0.10% | 1,410,461 | 19,063 | 1.4% | $136.70万 | 加仓 |
| EOG | EOG RES INC | $1.01亿 | 0.10% | 777,242 | 529,949 | 214.3% | $6,878.37万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1.01亿 | 0.10% | 2,160,532 | 227,971 | 11.8% | $1,063.03万 | 加仓 |
| SYY | SYSCO CORP | $9,955.93万 | 0.10% | 1,191,184 | 64,648 | 5.7% | $540.33万 | 加仓 |
| SHY | ISHARES TR | $9,936.44万 | 0.10% | 1,210,138 | -39,639 | -3.2% | -$325.48万 | 减仓 |
| CSL | CARLISLE COS INC | $9,900.68万 | 0.10% | 272,933 | -250,454 | -47.9% | -$9,085.25万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $9,869.30万 | 0.10% | 1,662,674 | 137,937 | 9.0% | $818.77万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $9,787.10万 | 0.10% | 3,325,591 | 125,603 | 3.9% | $369.65万 | 加仓 |