13F 机构持仓

Focus Partners Wealth

ST LOUIS MO · SEC CIK 0001542153

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$976.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.8%
NVDA 2.4%
MSFT 2.2%
XLK 1.9%
DIMENSIONAL ET 1.9%
AMZN 1.8%
VOO 1.8%
SPY 1.6%
IVV 1.6%
GOOGL 1.5%

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
TECL DIREXION SHARES ETF TRUST $52.01万0.00%6,009 -147-2.4% -$1.27万 减仓
RECS COLUMBIA ETF TR I $51.97万0.00%13,333 00.0% — 不变
ICLR ICON PLC $51.97万0.00%4,696 -21,105-81.8% -$233.55万 减仓
GME GAMESTOP CORP $51.90万0.00%22,525 22,525— $51.90万 新建仓
ATRC ATRICURE INC $51.74万0.00%18,134 -43-0.2% -$1,227 减仓
AVAV AEROVIRONMENT INC $51.67万0.00%2,823 843.1% $1.54万 加仓
JTEK J P MORGAN EXCHANGE TRADED F $51.61万0.00%6,488 6,488— $51.61万 新建仓
VNLA JANUS DETROIT STR TR $51.60万0.00%10,561 -413-3.8% -$2.02万 减仓
AFRM AFFIRM HLDGS INC $51.48万0.00%11,235 4,76973.8% $21.85万 加仓
LINE LINEAGE INC $51.40万0.00%15,652 7,998104.5% $26.26万 加仓
CHE CHEMED CORP NEW $51.34万0.00%1,359 63286.9% $23.87万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $51.26万0.00%11,324 -226-2.0% -$1.02万 减仓
CMDY ISHARES U S ETF TR $51.25万0.00%8,625 -1,115-11.4% -$6.63万 减仓
INVH INVITATION HOMES INC $51.16万0.00%20,589 -41,432-66.8% -$102.96万 减仓
ARLP ALLIANCE RESOURCE PARTNERS L $51.03万0.00%18,456 9,261100.7% $25.61万 加仓
— INNOVATOR ETFS TRUST $50.92万0.00%15,528 00.0% — 不变
— GLOBAL X FDS $50.86万0.00%19,765 -850-4.1% -$2.19万 减仓
DLX DELUXE CORP MEDIUM TERM NTS $50.28万0.00%18,258 2481.4% $6,830 加仓
HWC HANCOCK WHITNEY CORPORATION $50.27万0.00%7,905 3785.0% $2.40万 加仓
IMO IMPERIAL OIL LTD $50.25万0.00%3,841 1363.7% $1.78万 加仓
OMER OMEROS CORP $50.25万0.00%47,582 16,54853.3% $17.47万 加仓
XEVTX EATON VANCE TAX ADVT DIV INC $50.22万0.00%20,454 1,6198.6% $3.97万 加仓
BIDU BAIDU INC $50.04万0.00%4,491 1,54352.3% $17.19万 加仓
IMTB ISHARES TR $49.99万0.00%11,407 00.0% — 不变
SBRA SABRA HEALTH CARE REIT INC $49.93万0.00%25,963 2711.1% $5,212 加仓
FWONA LIBERTY MEDIA CORP DEL $49.76万0.00%6,372 78514.1% $6.13万 加仓
MICC MAGNUM ICE CREAM CO NV $49.75万0.00%33,280 2,5128.2% $3.76万 加仓
KMPR KEMPER CORP $49.71万0.00%16,998 -14,291-45.7% -$41.79万 减仓
IHF ISHARES TR $49.63万0.00%11,858 -6,356-34.9% -$26.60万 减仓
RWR SPDR SERIES TRUST $49.38万0.00%4,890 2214.7% $2.23万 加仓
JOBY JOBY AVIATION INC $49.33万0.00%59,726 -6,094-9.3% -$5.03万 减仓
LAND GLADSTONE LD CORP $49.23万0.00%46,668 15,89951.7% $16.77万 加仓
XRNPX COHEN & STEERS REIT & PFD & $49.23万0.00%24,915 2,37010.5% $4.68万 加仓
VTEI VANGUARD MUN BD FDS $49.15万0.00%4,529 1,68759.4% $18.31万 加仓
DV DOUBLEVERIFY HLDGS INC $49.10万0.00%51,683 28,713125.0% $27.28万 加仓
PCN PIMCO CORPORATE & INCM STRG $48.90万0.00%41,094 10,18332.9% $12.12万 加仓
HUM HUMANA INC $48.89万0.00%2,817 -3,892-58.0% -$67.54万 减仓
LBRX LB PHARMACEUTICALS INC $48.86万0.00%19,815 -280-1.4% -$6,905 减仓
WTAI WISDOMTREE TR $48.71万0.00%17,255 -1,328-7.1% -$3.75万 减仓
ILCV ISHARES TR $48.64万0.00%4,282 -1,976-31.6% -$22.44万 减仓
— INVESCO EXCHANGE TRADED FD T $48.63万0.00%4,686 -846-15.3% -$8.78万 减仓
FNV FRANCO NEV CORP $48.47万0.00%1,961 -181-8.5% -$4.47万 减仓
KOF COCA-COLA FEMSA SAB DE CV $48.36万0.00%4,957 40.1% $390 加仓
ZIM ZIM INTEGRATED SHIPPING SERV $48.20万0.00%18,294 18,294— $48.20万 新建仓
IHDG WISDOMTREE TR $47.99万0.00%9,762 1791.9% $8,800 加仓
CAC CAMDEN NATL CORP $47.94万0.00%10,103 5145.4% $2.44万 加仓
STBA S & T BANCORP INC $47.84万0.00%11,436 11,436— $47.84万 新建仓
SHE SPDR SERIES TRUST $47.83万0.00%3,742 2025.7% $2.58万 加仓
NOK NOKIA CORP $47.74万0.00%55,227 -15,615-22.0% -$13.50万 减仓
NWN NORTHWEST NAT HLDG CO $47.73万0.00%8,967 4485.3% $2.38万 加仓
BRX BRIXMOR PPTY GROUP INC $47.58万0.00%16,519 -19,190-53.7% -$55.27万 减仓
SIGI SELECTIVE INS GROUP INC $47.49万0.00%6,299 -1,053-14.3% -$7.94万 减仓
UMC UNITED MICROELECTRONICS CORP $47.39万0.00%45,546 3,1847.5% $3.31万 加仓
CAIE CALAMOS ETF TR $47.35万0.00%18,834 3341.8% $8,397 加仓
— INNOVATOR ETFS TRUST $47.25万0.00%16,093 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $47.05万0.00%5,534 -2,192-28.4% -$18.64万 减仓
OIH VANECK ETF TRUST $47.03万0.00%1,163 1,163— $47.03万 新建仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $46.79万0.00%41,298 11,10936.8% $12.59万 加仓
ARKK ARK ETF TR $46.78万0.00%6,920 1,36424.6% $9.22万 加仓
SXC SUNCOKE ENERGY INC $46.66万0.00%71,668 43,469154.2% $28.30万 加仓
LTC LTC PPTYS INC $46.65万0.00%12,553 12,553— $46.65万 新建仓
TRV TRAVELERS COMPANIES INC $46.63万0.00%1,557 -5,985-79.4% -$179.26万 减仓
MAGS LISTED FDS TR $46.61万0.00%8,043 811.0% $4,694 加仓
CQQQ INVESCO EXCH TRADED FD TR II $46.54万0.00%10,114 00.0% — 不变
ARKQ ARK ETF TR $46.48万0.00%4,134 40310.8% $4.53万 加仓
MOG/A MOOG INC $46.48万0.00%1,588 -260-14.1% -$7.61万 减仓
CHAT TIDAL TRUST II $46.44万0.00%7,508 1,20119.0% $7.43万 加仓
LFUS LITTELFUSE INC $46.40万0.00%1,367 -1,038-43.2% -$35.23万 减仓
— CHART INDS INC $46.31万0.00%2,236 -186-7.7% -$3.85万 减仓
— ETF SER SOLUTIONS $46.28万0.00%14,281 320.2% $1,037 加仓
IBDX ISHARES TR $46.24万0.00%18,297 00.0% — 不变
PAAA PGIM ETF TR $46.20万0.00%9,015 3,53264.4% $18.10万 加仓
NWBI NORTHWEST BANCSHARES INC $46.18万0.00%36,394 15,79276.7% $20.04万 加仓
HQY HEALTHEQUITY INC $46.04万0.00%5,509 2,10061.6% $17.55万 加仓
UMAR INNOVATOR ETFS TRUST $46.01万0.00%11,578 00.0% — 不变
PFIS PEOPLES FINL SVCS CORP $45.86万0.00%8,599 5246.5% $2.79万 加仓
ACHR ARCHER AVIATION INC $45.83万0.00%88,640 -6,014-6.4% -$3.11万 减仓
— RESEARCH FRONTIERS INC $45.67万0.00%496,422 00.0% — 不变
EMN EASTMAN CHEM CO $45.60万0.00%5,936 -7,113-54.5% -$54.64万 减仓
EPP ISHARES INC $45.55万0.00%8,572 4,344102.7% $23.09万 加仓
CNM CORE & MAIN INC $45.50万0.00%9,209 9,209— $45.50万 新建仓
IEUR ISHARES TR $45.47万0.00%6,470 1,11620.8% $7.84万 加仓
HODL VANECK BITCOIN ETF $45.37万0.00%23,820 -992-4.0% -$1.89万 减仓
HDB HDFC BANK LTD $45.31万0.00%18,209 -401-2.2% -$9,977 减仓
DBC INVESCO DB COMMDY INDX TRCK $45.11万0.00%15,580 -585-3.6% -$1.69万 减仓
MP MP MATERIALS CORP $45.05万0.00%9,334 -21,854-70.1% -$105.48万 减仓
— ROCKY MTN CHOCOLATE FACTORY $45.00万0.00%200,020 125,000166.6% $28.12万 加仓
SHC SOTERA HEALTH CO $44.97万0.00%31,357 -23,518-42.9% -$33.72万 减仓
PFFD GLOBAL X FDS $44.90万0.00%24,403 -8,924-26.8% -$16.42万 减仓
MC MOELIS & CO $44.81万0.00%7,795 2,76755.0% $15.91万 加仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $44.64万0.00%16,737 -749-4.3% -$2.00万 减仓
COPX GLOBAL X FDS $44.27万0.00%5,798 5,798— $44.27万 新建仓
WSFS WSFS FINL CORP $44.26万0.00%6,761 1,13120.1% $7.40万 加仓
— ETF SER SOLUTIONS $43.96万0.00%11,746 -1,273-9.8% -$4.76万 减仓
STM STMICROELECTRONICS N V $43.87万0.00%12,696 4,13648.3% $14.29万 重新持有
BRBR BELLRING BRANDS INC $43.82万0.00%27,233 -79,930-74.6% -$128.61万 减仓
MPT MEDICAL PROPERTIES TRUST INC $43.80万0.00%94,830 -167,319-63.8% -$77.28万 减仓
PTC PTC INC $43.52万0.00%3,082 -6,577-68.1% -$92.87万 减仓
EL LAUDER ESTEE COS INC $43.07万0.00%6,000 -2,736-31.3% -$19.64万 减仓
LLYVK LIBERTY LIVE HOLDINGS INC $42.96万0.00%4,565 4,565— $42.96万 新建仓