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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $8,674.15万 | 0.10% | 1,481,747 | 108,901 | 7.9% | $637.51万 | 加仓 |
| DIS | DISNEY WALT CO | $8,553.92万 | 0.10% | 887,157 | -25,861 | -2.8% | -$249.35万 | 减仓 |
| PFE | PFIZER INC | $8,541.19万 | 0.10% | 3,042,752 | 612,450 | 25.2% | $1,719.18万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $8,516.10万 | 0.09% | 1,697,273 | 67,990 | 4.2% | $341.14万 | 加仓 |
| IWP | ISHARES TR | $8,431.84万 | 0.09% | 657,827 | 5,668 | 0.9% | $72.65万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $8,220.84万 | 0.09% | 3,199,988 | -4,458 | -0.1% | -$11.45万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $8,201.79万 | 0.09% | 1,137,864 | -267,322 | -19.0% | -$1,926.87万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $8,156.01万 | 0.09% | 1,932,561 | 47,621 | 2.5% | $200.98万 | 加仓 |
| UNP | UNION PAC CORP | $8,144.46万 | 0.09% | 335,622 | 17,224 | 5.4% | $417.97万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $8,115.23万 | 0.09% | 1,706,944 | -7,572 | -0.4% | -$36.00万 | 减仓 |
| CMI | CUMMINS INC | $8,082.77万 | 0.09% | 149,935 | 4,041 | 2.8% | $217.84万 | 加仓 |
| C | CITIGROUP INC | $8,067.66万 | 0.09% | 709,877 | 31,102 | 4.6% | $353.47万 | 加仓 |
| SYY | SYSCO CORP | $8,035.55万 | 0.09% | 1,126,536 | -149,034 | -11.7% | -$1,063.06万 | 减仓 |
| QLTY | GMO ETF TRUST | $7,953.86万 | 0.09% | 2,198,405 | 311,656 | 16.5% | $1,127.58万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $7,896.69万 | 0.09% | 1,072,338 | 21,709 | 2.1% | $159.86万 | 加仓 |
| MCK | MCKESSON CORP | $7,889.61万 | 0.09% | 91,187 | 225 | 0.2% | $19.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $7,855.35万 | 0.09% | 3,172,935 | 234,202 | 8.0% | $579.82万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $7,810.75万 | 0.09% | 527,222 | 5,939 | 1.1% | $87.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $7,797.28万 | 0.09% | 256,862 | -100,863 | -28.2% | -$3,061.79万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $7,748.95万 | 0.09% | 1,524,737 | 848,939 | 125.6% | $4,314.44万 | 加仓 |
| SBUX | STARBUCKS CORP | $7,730.33万 | 0.09% | 862,150 | 163,457 | 23.4% | $1,465.61万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $7,669.79万 | 0.09% | 550,578 | 29,925 | 5.7% | $416.87万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $7,656.48万 | 0.09% | 112,225 | -3,435 | -3.0% | -$234.35万 | 减仓 |
| IBTI | ISHARES TR | $7,624.01万 | 0.09% | 3,421,445 | 194,372 | 6.0% | $433.12万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $7,340.88万 | 0.08% | 2,152,211 | -2,205 | -0.1% | -$7.52万 | 减仓 |
| GNMA | ISHARES TR | $7,161.71万 | 0.08% | 1,615,544 | 787,502 | 95.1% | $3,491.00万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $7,052.42万 | 0.08% | 333,827 | 5,390 | 1.6% | $113.87万 | 加仓 |
| DVY | ISHARES TR | $7,051.74万 | 0.08% | 465,699 | -526 | -0.1% | -$7.96万 | 减仓 |
| VB | VANGUARD INDEX FDS | $7,006.93万 | 0.08% | 267,051 | 6,924 | 2.7% | $181.67万 | 加仓 |
| FDX | FEDEX CORP | $6,939.65万 | 0.08% | 194,729 | -35,393 | -15.4% | -$1,261.32万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,928.74万 | 0.08% | 203,977 | 13,473 | 7.1% | $457.65万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $6,903.33万 | 0.08% | 400,249 | 29,528 | 8.0% | $509.29万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $6,793.61万 | 0.08% | 2,604,911 | -189,506 | -6.8% | -$494.23万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $6,757.10万 | 0.08% | 223,562 | -4,349 | -1.9% | -$131.45万 | 减仓 |
| EFG | ISHARES TR | $6,732.04万 | 0.08% | 604,475 | -27,493 | -4.4% | -$306.19万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $6,671.79万 | 0.07% | 231,938 | -5,509 | -2.3% | -$158.47万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $6,664.24万 | 0.07% | 2,654,159 | 28,106 | 1.1% | $70.57万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $6,653.82万 | 0.07% | 107,744 | -13,521 | -11.1% | -$835.00万 | 减仓 |
| CACI | CACI INTL INC | $6,570.72万 | 0.07% | 120,814 | -2,854 | -2.3% | -$155.22万 | 减仓 |
| LIN | LINDE PLC | $6,464.33万 | 0.07% | 130,395 | -2,010 | -1.5% | -$99.65万 | 减仓 |
| IWN | ISHARES TR | $6,430.68万 | 0.07% | 339,189 | -1,701 | -0.5% | -$32.25万 | 减仓 |
| SUB | ISHARES TR | $6,397.09万 | 0.07% | 593,545 | 45,926 | 8.4% | $494.98万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6,366.05万 | 0.07% | 894,358 | 38,764 | 4.5% | $275.92万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $6,356.30万 | 0.07% | 54,843 | 3,181 | 6.2% | $368.68万 | 加仓 |
| MS | MORGAN STANLEY | $6,331.06万 | 0.07% | 383,619 | -3,233 | -0.8% | -$53.36万 | 减仓 |
| CSX | CSX CORP | $6,317.71万 | 0.07% | 1,539,044 | -350,997 | -18.6% | -$1,440.83万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $6,316.47万 | 0.07% | 232,602 | -12,566 | -5.1% | -$341.24万 | 减仓 |
| IUSB | ISHARES TR | $6,235.84万 | 0.07% | 1,350,040 | -257,827 | -16.0% | -$1,190.90万 | 减仓 |
| KMX | CARMAX INC | $6,207.31万 | 0.07% | 1,492,859 | 726,367 | 94.8% | $3,020.24万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6,163.30万 | 0.07% | 1,087,203 | 73,547 | 7.3% | $416.93万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $6,116.68万 | 0.07% | 777,632 | 40,614 | 5.5% | $319.46万 | 加仓 |
| T | AT&T INC | $6,110.65万 | 0.07% | 2,110,464 | -7,449 | -0.4% | -$21.57万 | 减仓 |
| COHR | COHERENT CORP | $6,074.43万 | 0.07% | 254,706 | 154,334 | 153.8% | $3,680.68万 | 加仓 |
| BA | BOEING CO | $6,025.50万 | 0.07% | 302,095 | 45,872 | 17.9% | $914.95万 | 加仓 |
| OKE | ONEOK INC NEW | $5,984.23万 | 0.07% | 662,040 | 37,355 | 6.0% | $337.65万 | 加仓 |
| ETN | EATON CORP PLC | $5,961.53万 | 0.07% | 166,230 | 9,065 | 5.8% | $325.10万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $5,927.72万 | 0.07% | 179,343 | 35,761 | 24.9% | $1,181.99万 | 加仓 |
| IYW | ISHARES TR | $5,882.79万 | 0.07% | 324,275 | 11,908 | 3.8% | $216.03万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5,867.39万 | 0.07% | 131,435 | -1,411 | -1.1% | -$62.99万 | 减仓 |
| HYD | VANECK ETF TRUST | $5,836.85万 | 0.07% | 1,164,109 | -80,959 | -6.5% | -$405.93万 | 减仓 |
| SMMD | ISHARES TR | $5,830.81万 | 0.07% | 763,695 | 5,700 | 0.8% | $43.52万 | 加仓 |
| BN | BROOKFIELD CORP | $5,805.38万 | 0.06% | 1,434,504 | -115,788 | -7.5% | -$468.59万 | 减仓 |
| WFC | WELLS FARGO & CO | $5,780.73万 | 0.06% | 725,628 | -44,771 | -5.8% | -$356.67万 | 减仓 |
| HSY | HERSHEY CO | $5,731.49万 | 0.06% | 275,698 | 13,579 | 5.2% | $282.29万 | 加仓 |
| INTU | INTUIT | $5,695.46万 | 0.06% | 131,933 | -32,787 | -19.9% | -$1,415.39万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $5,657.82万 | 0.06% | 669,406 | 2,068 | 0.3% | $17.48万 | 加仓 |
| FICO | FAIR ISAAC CORP | $5,580.91万 | 0.06% | 52,278 | 6,629 | 14.5% | $707.68万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $5,522.53万 | 0.06% | 397,476 | 14,626 | 3.8% | $203.21万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $5,516.73万 | 0.06% | 1,080,969 | -45,518 | -4.0% | -$232.30万 | 减仓 |
| VLO | VALERO ENERGY CORP | $5,496.18万 | 0.06% | 222,521 | 2,568 | 1.2% | $63.43万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $5,484.19万 | 0.06% | 1,099,104 | 5,173 | 0.5% | $25.81万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,414.44万 | 0.06% | 117,405 | -5,330 | -4.3% | -$245.81万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $5,381.46万 | 0.06% | 187,476 | 11,901 | 6.8% | $341.62万 | 加仓 |
| VO | VANGUARD INDEX FDS | $5,348.39万 | 0.06% | 199,341 | 6,851 | 3.6% | $183.81万 | 加仓 |
| BIL | SPDR SERIES TRUST | $5,280.16万 | 0.06% | 576,184 | 85,677 | 17.5% | $785.15万 | 加仓 |
| TW | TRADEWEB MKTS INC | $5,277.62万 | 0.06% | 448,548 | -8,945 | -2.0% | -$105.25万 | 减仓 |
| DE | DEERE & CO | $5,253.45万 | 0.06% | 93,220 | -96,338 | -50.8% | -$5,429.16万 | 减仓 |
| ISCG | ISHARES TR | $5,237.36万 | 0.06% | 955,722 | -18,121 | -1.9% | -$99.30万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $5,198.37万 | 0.06% | 339,071 | -178,660 | -34.5% | -$2,739.07万 | 减仓 |
| PCG | PG&E CORP | $5,167.28万 | 0.06% | 2,941,405 | 577,760 | 24.4% | $1,014.97万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $5,159.84万 | 0.06% | 625,965 | 3,534 | 0.6% | $29.13万 | 加仓 |
| SYK | STRYKER CORPORATION | $5,127.99万 | 0.06% | 156,039 | 11,053 | 7.6% | $363.24万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $5,079.87万 | 0.06% | 1,164,896 | -2,015 | -0.2% | -$8.79万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $5,049.46万 | 0.06% | 230,816 | -24,623 | -9.6% | -$538.67万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,037.52万 | 0.06% | 1,641,871 | 73,690 | 4.7% | $226.09万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $5,016.69万 | 0.06% | 3,020,285 | -153,145 | -4.8% | -$254.37万 | 减仓 |
| FIX | COMFORT SYS USA INC | $4,997.38万 | 0.06% | 36,188 | 12,652 | 53.8% | $1,747.18万 | 加仓 |
| INTC | INTEL CORP | $4,992.22万 | 0.06% | 1,124,670 | -35,179 | -3.0% | -$156.15万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $4,989.16万 | 0.06% | 780,654 | 8,930 | 1.2% | $57.07万 | 加仓 |
| IWR | ISHARES TR | $4,961.91万 | 0.06% | 509,881 | 7,923 | 1.6% | $77.10万 | 加仓 |
| AZO | AUTOZONE INC | $4,883.02万 | 0.05% | 14,455 | -4,329 | -23.0% | -$1,462.37万 | 减仓 |
| MO | ALTRIA GROUP INC | $4,829.25万 | 0.05% | 730,400 | 348 | 0.0% | $2.30万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $4,816.17万 | 0.05% | 728,508 | -10,574 | -1.4% | -$69.90万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $4,791.48万 | 0.05% | 1,025,135 | -5,055 | -0.5% | -$23.63万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,779.62万 | 0.05% | 624,460 | -51,751 | -7.7% | -$396.10万 | 减仓 |
| EEM | ISHARES TR | $4,779.38万 | 0.05% | 840,437 | -11,236 | -1.3% | -$63.90万 | 减仓 |
| TXN | TEXAS INSTRS INC | $4,752.87万 | 0.05% | 243,732 | 30,153 | 14.1% | $588.00万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,741.91万 | 0.05% | 630,988 | 26,656 | 4.4% | $200.32万 | 加仓 |
| VLUE | ISHARES TR | $4,716.17万 | 0.05% | 331,680 | 2,719 | 0.8% | $38.66万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $4,715.99万 | 0.05% | 1,109,644 | -3,127 | -0.3% | -$13.29万 | 减仓 |