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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $9,775.46万 | 0.10% | 984,634 | -10,958 | -1.1% | -$108.79万 | 减仓 |
| MUB | ISHARES TR | $9,770.47万 | 0.10% | 907,867 | -145,932 | -13.8% | -$1,570.52万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $9,710.33万 | 0.10% | 3,505,556 | 332,621 | 10.5% | $921.35万 | 加仓 |
| PSX | PHILLIPS 66 | $9,584.48万 | 0.10% | 566,960 | 28,955 | 5.4% | $489.49万 | 加仓 |
| IWP | ISHARES TR | $9,324.55万 | 0.10% | 636,878 | -20,949 | -3.2% | -$306.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $9,291.32万 | 0.10% | 223,546 | -9,056 | -3.9% | -$376.40万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $9,248.64万 | 0.09% | 2,242,095 | -33,675 | -1.5% | -$138.91万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $9,123.90万 | 0.09% | 1,804,211 | 12,260 | 0.7% | $62.00万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $9,021.24万 | 0.09% | 1,250,165 | 112,301 | 9.9% | $810.37万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $8,968.13万 | 0.09% | 567,493 | 40,271 | 7.6% | $636.41万 | 加仓 |
| CMI | CUMMINS INC | $8,937.39万 | 0.09% | 125,381 | -24,554 | -16.4% | -$1,750.25万 | 减仓 |
| HON | HONEYWELL INTL INC | $8,834.04万 | 0.09% | 394,554 | -374,980 | -48.7% | -$8,395.78万 | 减仓 |
| UNP | UNION PAC CORP | $8,821.54万 | 0.09% | 324,320 | -11,302 | -3.4% | -$307.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8,807.17万 | 0.09% | 3,366,656 | -208,934 | -5.8% | -$546.57万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $8,800.22万 | 0.09% | 1,521,145 | 536 | 0.0% | $3.10万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $8,754.05万 | 0.09% | 395,969 | 395,969 | — | $8,754.05万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $8,722.75万 | 0.09% | 2,169,299 | 17,088 | 0.8% | $68.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,657.93万 | 0.09% | 181,238 | -22,739 | -11.1% | -$1,086.27万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $8,595.28万 | 0.09% | 1,590,833 | -116,111 | -6.8% | -$627.35万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8,567.73万 | 0.09% | 287,603 | 162,832 | 130.5% | $4,850.79万 | 加仓 |
| VB | VANGUARD INDEX FDS | $8,511.82万 | 0.09% | 280,808 | 13,757 | 5.2% | $417.00万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $8,451.52万 | 0.09% | 249,861 | -7,001 | -2.7% | -$236.81万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $8,426.73万 | 0.09% | 722,270 | 43,428 | 6.4% | $506.67万 | 加仓 |
| IYW | ISHARES TR | $8,290.54万 | 0.08% | 328,689 | 4,414 | 1.4% | $111.33万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $8,228.90万 | 0.08% | 188,029 | -864 | -0.5% | -$37.81万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $8,145.46万 | 0.08% | 456,993 | -175,007 | -27.7% | -$3,119.33万 | 减仓 |
| FIX | COMFORT SYS USA INC | $8,135.17万 | 0.08% | 41,046 | 4,858 | 13.4% | $962.84万 | 加仓 |
| C | CITIGROUP INC | $8,080.23万 | 0.08% | 577,512 | -132,365 | -18.6% | -$1,851.98万 | 减仓 |
| CME | CME GROUP INC | $8,054.33万 | 0.08% | 364,727 | -1,154 | -0.3% | -$25.48万 | 减仓 |
| SUB | ISHARES TR | $8,000.46万 | 0.08% | 751,428 | 157,883 | 26.6% | $1,680.98万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $7,995.83万 | 0.08% | 1,516,660 | 1,483,086 | 4,417.4% | $7,818.83万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $7,977.26万 | 0.08% | 218,136 | -5,426 | -2.4% | -$198.43万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $7,892.08万 | 0.08% | 881,993 | -781,207 | -47.0% | -$6,990.24万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,876.23万 | 0.08% | 1,353,304 | -128,443 | -8.7% | -$747.54万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $7,875.27万 | 0.08% | 1,072,774 | 436 | 0.0% | $3.20万 | 加仓 |
| IAU | ISHARES GOLD TR | $7,843.94万 | 0.08% | 1,038,795 | -24,073 | -2.3% | -$181.78万 | 减仓 |
| DIS | DISNEY WALT CO | $7,810.62万 | 0.08% | 811,208 | -75,949 | -8.6% | -$731.27万 | 减仓 |
| LIN | LINDE PLC | $7,598.50万 | 0.08% | 146,423 | 16,028 | 12.3% | $831.76万 | 加仓 |
| IBTI | ISHARES TR | $7,587.31万 | 0.08% | 3,426,968 | 5,523 | 0.2% | $12.23万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $7,535.37万 | 0.08% | 56,568 | 1,725 | 3.1% | $229.79万 | 加仓 |
| DVY | ISHARES TR | $7,474.14万 | 0.08% | 478,071 | 12,372 | 2.7% | $193.42万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $7,404.88万 | 0.08% | 223,425 | -8,513 | -3.7% | -$282.14万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $7,346.88万 | 0.08% | 115,027 | -2,110 | -1.8% | -$134.77万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $7,308.94万 | 0.07% | 884,646 | -191,412 | -17.8% | -$1,581.45万 | 减仓 |
| IWN | ISHARES TR | $7,278.02万 | 0.07% | 329,024 | -10,165 | -3.0% | -$224.85万 | 减仓 |
| EFG | ISHARES TR | $7,268.82万 | 0.07% | 584,217 | -20,258 | -3.4% | -$252.05万 | 减仓 |
| MS | MORGAN STANLEY | $7,217.58万 | 0.07% | 345,268 | -38,351 | -10.0% | -$801.70万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $7,152.88万 | 0.07% | 101,693 | -6,051 | -5.6% | -$425.62万 | 减仓 |
| SMMD | ISHARES TR | $7,112.73万 | 0.07% | 776,244 | 12,549 | 1.6% | $114.99万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7,079.84万 | 0.07% | 1,671,791 | -25,482 | -1.5% | -$107.91万 | 减仓 |
| BA | BOEING CO | $7,065.71万 | 0.07% | 326,406 | 24,311 | 8.0% | $526.26万 | 加仓 |
| FICO | FAIR ISAAC CORP | $7,037.29万 | 0.07% | 58,900 | 6,622 | 12.7% | $791.19万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $7,023.50万 | 0.07% | 447,498 | 50,022 | 12.6% | $785.10万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $6,956.38万 | 0.07% | 292,826 | -41,001 | -12.3% | -$974.02万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $6,903.42万 | 0.07% | 2,383,777 | -270,382 | -10.2% | -$783.03万 | 减仓 |
| WFC | WELLS FARGO & CO | $6,890.01万 | 0.07% | 833,739 | 108,111 | 14.9% | $893.43万 | 加仓 |
| ETN | EATON CORP PLC | $6,855.11万 | 0.07% | 160,889 | -5,341 | -3.2% | -$227.57万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $6,846.53万 | 0.07% | 193,094 | -37,758 | -16.4% | -$1,338.78万 | 减仓 |
| T | AT&T INC | $6,742.57万 | 0.07% | 3,257,265 | 1,146,801 | 54.3% | $2,373.89万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $6,705.35万 | 0.07% | 680,124 | 10,718 | 1.6% | $105.67万 | 加仓 |
| TXN | TEXAS INSTRS INC | $6,702.46万 | 0.07% | 224,860 | -18,872 | -7.7% | -$562.52万 | 减仓 |
| MCK | MCKESSON CORP | $6,635.42万 | 0.07% | 87,792 | -3,395 | -3.7% | -$256.60万 | 减仓 |
| VO | VANGUARD INDEX FDS | $6,632.73万 | 0.07% | 823,224 | 25,860 | 3.2% | $208.35万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6,605.95万 | 0.07% | 1,169,609 | 82,406 | 7.6% | $465.43万 | 加仓 |
| OKE | ONEOK INC NEW | $6,602.01万 | 0.07% | 759,375 | 97,335 | 14.7% | $846.23万 | 加仓 |
| CSX | CSX CORP | $6,588.40万 | 0.07% | 1,386,157 | -152,887 | -9.9% | -$726.67万 | 减仓 |
| PFE | PFIZER INC | $6,487.09万 | 0.07% | 2,693,994 | -348,758 | -11.5% | -$839.80万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,405.75万 | 0.07% | 128,958 | -2,477 | -1.9% | -$123.04万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $6,396.39万 | 0.07% | 391,017 | -9,232 | -2.3% | -$151.02万 | 减仓 |
| VLUE | ISHARES TR | $6,385.19万 | 0.07% | 319,562 | -12,118 | -3.7% | -$242.13万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $6,334.90万 | 0.06% | 731,089 | -46,543 | -6.0% | -$403.30万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $6,304.41万 | 0.06% | 1,246,547 | 1,114,797 | 846.1% | $5,638.09万 | 加仓 |
| VIRT | VIRTU FINL INC | $6,261.62万 | 0.06% | 1,051,137 | 92,983 | 9.7% | $553.90万 | 加仓 |
| EMXC | ISHARES INC | $6,230.95万 | 0.06% | 609,087 | 65,278 | 12.0% | $667.79万 | 加仓 |
| COHR | COHERENT CORP | $6,129.59万 | 0.06% | 155,388 | -99,318 | -39.0% | -$3,917.80万 | 减仓 |
| EEM | ISHARES TR | $6,028.97万 | 0.06% | 881,298 | 40,861 | 4.9% | $279.53万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $6,026.28万 | 0.06% | 1,667,957 | 354,908 | 27.0% | $1,282.27万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $6,009.15万 | 0.06% | 475,579 | -74,999 | -13.6% | -$947.65万 | 减仓 |
| APH | AMPHENOL CORP | $5,991.85万 | 0.06% | 339,675 | 44,801 | 15.2% | $790.29万 | 加仓 |
| ISCG | ISHARES TR | $5,977.74万 | 0.06% | 912,075 | -43,647 | -4.6% | -$286.06万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $5,902.99万 | 0.06% | 2,034,811 | 1,157,660 | 132.0% | $3,358.37万 | 加仓 |
| VLO | VALERO ENERGY CORP | $5,898.03万 | 0.06% | 226,463 | 3,942 | 1.8% | $102.67万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $5,848.48万 | 0.06% | 114,832 | 2,607 | 2.3% | $132.78万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,838.60万 | 0.06% | 1,841,246 | 199,375 | 12.1% | $632.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $5,829.83万 | 0.06% | 636,167 | 59,983 | 10.4% | $549.68万 | 加仓 |
| IWR | ISHARES TR | $5,822.43万 | 0.06% | 527,777 | 17,896 | 3.5% | $197.43万 | 加仓 |
| SYK | STRYKER CORPORATION | $5,816.42万 | 0.06% | 184,736 | 28,697 | 18.4% | $903.53万 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $5,750.75万 | 0.06% | 3,322,327 | -13,780 | -0.4% | -$23.85万 | 减仓 |
| BN | BROOKFIELD CORP | $5,747.98万 | 0.06% | 1,349,594 | -84,910 | -5.9% | -$361.64万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $5,732.93万 | 0.06% | 652,358 | 27,898 | 4.5% | $245.17万 | 加仓 |
| USB | US BANCORP | $5,724.66万 | 0.06% | 947,565 | 136,745 | 16.9% | $826.14万 | 加仓 |
| IUSB | ISHARES TR | $5,603.73万 | 0.06% | 1,214,242 | -135,798 | -10.1% | -$626.71万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $5,572.10万 | 0.06% | 824,518 | 43,864 | 5.6% | $296.43万 | 加仓 |
| HYD | VANECK ETF TRUST | $5,561.66万 | 0.06% | 1,079,725 | -84,384 | -7.2% | -$434.66万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $5,539.26万 | 0.06% | 1,095,147 | -3,957 | -0.4% | -$20.01万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $5,495.31万 | 0.06% | 1,218,472 | 53,576 | 4.6% | $241.63万 | 加仓 |
| URI | UNITED RENTALS INC | $5,458.03万 | 0.06% | 48,176 | 1,596 | 3.4% | $180.82万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $5,441.06万 | 0.06% | 1,066,769 | -14,200 | -1.3% | -$72.43万 | 减仓 |
| CACI | CACI INTL INC | $5,432.74万 | 0.06% | 117,272 | -3,542 | -2.9% | -$164.09万 | 减仓 |
| NKE | NIKE INC | $5,431.21万 | 0.06% | 1,322,876 | 960,944 | 265.5% | $3,945.26万 | 加仓 |