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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | $5,414.72万 | 0.06% | 70,953 | 11,919 | 20.2% | $909.59万 | 加仓 |
| MO | ALTRIA GROUP INC | $5,402.93万 | 0.06% | 749,469 | 19,069 | 2.6% | $137.47万 | 加仓 |
| KMX | CARMAX INC | $5,376.82万 | 0.06% | 1,016,596 | -476,263 | -31.9% | -$2,518.97万 | 减仓 |
| NVT | NVENT ELEC PLC | $5,356.07万 | 0.05% | 315,787 | 3,215 | 1.0% | $54.53万 | 加仓 |
| ACWI | ISHARES TR | $5,263.48万 | 0.05% | 335,317 | 41,947 | 14.3% | $658.44万 | 加仓 |
| IJK | ISHARES TR | $5,211.71万 | 0.05% | 443,550 | -9,645 | -2.1% | -$113.33万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5,205.74万 | 0.05% | 813,268 | -81,090 | -9.1% | -$519.06万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $5,197.27万 | 0.05% | 1,227,797 | 381,527 | 45.1% | $1,615.00万 | 加仓 |
| D | DOMINION ENERGY INC | $5,195.80万 | 0.05% | 760,846 | 99,024 | 15.0% | $676.23万 | 加仓 |
| FDX | FEDEX CORP | $5,184.55万 | 0.05% | 165,552 | -29,177 | -15.0% | -$913.73万 | 减仓 |
| SNDK | SANDISK CORP | $5,110.99万 | 0.05% | 22,866 | 7,527 | 49.1% | $1,682.43万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5,084.78万 | 0.05% | 607,137 | -23,851 | -3.8% | -$199.75万 | 减仓 |
| SOXX | ISHARES TR | $5,079.82万 | 0.05% | 79,278 | -8,888 | -10.1% | -$569.51万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,033.47万 | 0.05% | 126,571 | 9,166 | 7.8% | $364.51万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $4,967.33万 | 0.05% | 1,082,442 | -27,202 | -2.5% | -$124.83万 | 减仓 |
| PCG | PG&E CORP | $4,958.70万 | 0.05% | 2,947,922 | 6,517 | 0.2% | $10.96万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $4,942.34万 | 0.05% | 936,764 | 24,110 | 2.6% | $127.20万 | 加仓 |
| CB | CHUBB LIMITED | $4,882.83万 | 0.05% | 143,133 | 68 | 0.0% | $2.32万 | 加仓 |
| DGRO | ISHARES TR | $4,850.25万 | 0.05% | 639,958 | -4,888 | -0.8% | -$37.05万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,818.61万 | 0.05% | 159,046 | 8,260 | 5.5% | $250.25万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $4,807.09万 | 0.05% | 1,272,983 | -6,969 | -0.5% | -$26.32万 | 减仓 |
| DTM | DT MIDSTREAM INC | $4,775.55万 | 0.05% | 325,382 | 37,165 | 12.9% | $545.46万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $4,744.00万 | 0.05% | 420,269 | -20,709 | -4.7% | -$233.76万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $4,729.91万 | 0.05% | 542,296 | 203,225 | 59.9% | $1,772.53万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $4,729.67万 | 0.05% | 630,958 | -18,998 | -2.9% | -$142.41万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $4,707.99万 | 0.05% | 1,320,613 | 249,386 | 23.3% | $889.06万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $4,656.16万 | 0.05% | 709,779 | -27,734 | -3.8% | -$181.94万 | 减仓 |
| AZO | AUTOZONE INC | $4,654.15万 | 0.05% | 14,562 | 107 | 0.7% | $34.20万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $4,632.55万 | 0.05% | 962,706 | -62,429 | -6.1% | -$300.41万 | 减仓 |
| DE | DEERE & CO | $4,631.87万 | 0.05% | 73,030 | -20,190 | -21.7% | -$1,280.53万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4,558.59万 | 0.05% | 514,862 | -111,103 | -17.7% | -$983.71万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $4,556.11万 | 0.05% | 1,464,987 | -10,740 | -0.7% | -$33.40万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4,496.72万 | 0.05% | 1,223,263 | 198,150 | 19.3% | $728.40万 | 加仓 |
| MSCI | MSCI INC | $4,493.26万 | 0.05% | 80,230 | -82 | -0.1% | -$4.59万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $4,450.24万 | 0.05% | 103,150 | 2,973 | 3.0% | $128.27万 | 加仓 |
| IWO | ISHARES TR | $4,436.29万 | 0.05% | 112,606 | 4,415 | 4.1% | $173.94万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4,429.15万 | 0.05% | 125,035 | -9,389 | -7.0% | -$332.59万 | 减仓 |
| IUSV | ISHARES TR | $4,382.81万 | 0.04% | 397,894 | -20,768 | -5.0% | -$228.76万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $4,365.75万 | 0.04% | 702,907 | 63,307 | 9.9% | $393.20万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4,340.97万 | 0.04% | 193,798 | 8,098 | 4.4% | $181.39万 | 加仓 |
| GWW | WW GRAINGER INC | $4,268.23万 | 0.04% | 31,374 | 1,590 | 5.3% | $216.31万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $4,249.03万 | 0.04% | 293,710 | -55,425 | -15.9% | -$801.82万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $4,240.03万 | 0.04% | 286,179 | -92,883 | -24.5% | -$1,376.15万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $4,237.96万 | 0.04% | 3,257,464 | 237,179 | 7.9% | $308.57万 | 加仓 |
| VICI | VICI PPTYS INC | $4,232.49万 | 0.04% | 1,592,663 | 85,248 | 5.7% | $226.55万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $4,228.57万 | 0.04% | 144,449 | -3,446 | -2.3% | -$100.88万 | 减仓 |
| LQD | ISHARES TR | $4,204.44万 | 0.04% | 385,481 | -5,024 | -1.3% | -$54.80万 | 减仓 |
| GOVT | ISHARES TR | $4,200.38万 | 0.04% | 1,843,887 | -112,743 | -5.8% | -$256.83万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $4,171.14万 | 0.04% | 1,131,309 | 290,462 | 34.5% | $1,070.94万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4,152.34万 | 0.04% | 879,733 | 277,556 | 46.1% | $1,310.06万 | 加仓 |
| EMR | EMERSON ELEC CO | $4,117.91万 | 0.04% | 287,663 | -67,137 | -18.9% | -$961.07万 | 减仓 |
| DTE | DTE ENERGY CO | $4,095.29万 | 0.04% | 268,718 | 34,222 | 14.6% | $521.55万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4,083.77万 | 0.04% | 121,953 | 10,219 | 9.1% | $342.20万 | 加仓 |
| VHT | VANGUARD WORLD FD | $4,030.67万 | 0.04% | 134,801 | -5,209 | -3.7% | -$155.75万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $4,023.33万 | 0.04% | 188,818 | -41,998 | -18.2% | -$894.89万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $3,997.75万 | 0.04% | 809,753 | -5,305 | -0.7% | -$26.19万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3,995.01万 | 0.04% | 159,812 | -41,588 | -20.6% | -$1,039.62万 | 减仓 |
| IWS | ISHARES TR | $3,993.85万 | 0.04% | 242,638 | 1,564 | 0.6% | $25.74万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3,993.43万 | 0.04% | 371,480 | 50,060 | 15.6% | $538.15万 | 加仓 |
| IDV | ISHARES TR | $3,971.66万 | 0.04% | 958,642 | 24,921 | 2.7% | $103.25万 | 加仓 |
| DBEF | DBX ETF TR | $3,946.06万 | 0.04% | 722,324 | 1,078 | 0.1% | $5.89万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $3,937.25万 | 0.04% | 219,189 | -25,033 | -10.3% | -$449.66万 | 减仓 |
| IJS | ISHARES TR | $3,917.62万 | 0.04% | 286,626 | -13,708 | -4.6% | -$187.36万 | 减仓 |
| TW | TRADEWEB MKTS INC | $3,915.38万 | 0.04% | 392,874 | -55,674 | -12.4% | -$554.85万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $3,915.02万 | 0.04% | 1,481,838 | 124,044 | 9.1% | $327.72万 | 加仓 |
| TFC | TRUIST FINL CORP | $3,889.35万 | 0.04% | 780,678 | -193,282 | -19.8% | -$962.94万 | 减仓 |
| IVLU | ISHARES TR | $3,857.02万 | 0.04% | 922,290 | -99,568 | -9.7% | -$416.39万 | 减仓 |
| CVS | CVS HEALTH CORP | $3,844.31万 | 0.04% | 371,576 | -133,523 | -26.4% | -$1,381.42万 | 减仓 |
| IXC | ISHARES TR | $3,838.76万 | 0.04% | 781,346 | -34,669 | -4.2% | -$170.33万 | 减仓 |
| RY | ROYAL BK CDA | $3,827.46万 | 0.04% | 184,927 | -13,197 | -6.7% | -$273.14万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $3,782.53万 | 0.04% | 738,615 | -64,028 | -8.0% | -$327.89万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $3,773.55万 | 0.04% | 3,314,493 | -222,564 | -6.3% | -$253.39万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $3,752.49万 | 0.04% | 680,045 | -15,568 | -2.2% | -$85.90万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $3,748.38万 | 0.04% | 698,283 | -30,225 | -4.1% | -$162.25万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $3,706.84万 | 0.04% | 377,479 | -3,181 | -0.8% | -$31.24万 | 减仓 |
| NVS | NOVARTIS AG | $3,693.22万 | 0.04% | 235,657 | -44,771 | -16.0% | -$701.65万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $3,677.92万 | 0.04% | 183,284 | -40,387 | -18.1% | -$810.44万 | 减仓 |
| GNMA | ISHARES TR | $3,655.63万 | 0.04% | 826,504 | -789,040 | -48.8% | -$3,489.93万 | 减仓 |
| AGNC | AGNC INVT CORP | $3,645.03万 | 0.04% | 3,343,851 | 367,378 | 12.3% | $400.47万 | 加仓 |
| NRG | NRG ENERGY INC | $3,632.02万 | 0.04% | 248,774 | 138,066 | 124.7% | $2,015.72万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3,617.54万 | 0.04% | 161,748 | 17,538 | 12.2% | $392.24万 | 加仓 |
| HSY | HERSHEY CO | $3,586.33万 | 0.04% | 204,412 | -71,286 | -25.9% | -$1,250.69万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $3,578.56万 | 0.04% | 569,017 | 88,908 | 18.5% | $559.14万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3,569.47万 | 0.04% | 393,156 | -6,513 | -1.6% | -$59.13万 | 减仓 |
| EVRG | EVERGY INC | $3,568.59万 | 0.04% | 412,886 | 1,802 | 0.4% | $15.57万 | 加仓 |
| NU | NU HLDGS LTD | $3,564.82万 | 0.04% | 2,668,282 | -188,246 | -6.6% | -$251.50万 | 减仓 |
| CRH | CRH PLC | $3,561.91万 | 0.04% | 332,888 | -101,889 | -23.4% | -$1,090.21万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $3,548.99万 | 0.04% | 368,036 | -7,011 | -1.9% | -$67.61万 | 减仓 |
| LRGF | ISHARES TR | $3,530.48万 | 0.04% | 466,809 | -60,898 | -11.5% | -$460.57万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,529.84万 | 0.04% | 574,331 | 19,872 | 3.6% | $122.13万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,487.62万 | 0.04% | 742,996 | 642,509 | 639.4% | $3,015.94万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $3,485.85万 | 0.04% | 687,816 | 142,345 | 26.1% | $721.40万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $3,461.69万 | 0.04% | 163,327 | 12,471 | 8.3% | $264.32万 | 加仓 |
| MCO | MOODYS CORP | $3,434.49万 | 0.04% | 75,830 | 1,931 | 2.6% | $87.46万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,431.75万 | 0.04% | 696,219 | 172,429 | 32.9% | $849.92万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $3,424.89万 | 0.04% | 889,580 | 41,323 | 4.9% | $159.09万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,405.32万 | 0.03% | 428,827 | -3,937 | -0.9% | -$31.26万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $3,404.03万 | 0.03% | 572,104 | 16,132 | 2.9% | $95.99万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,386.44万 | 0.03% | 318,543 | -8,470 | -2.6% | -$90.04万 | 减仓 |
| IUSG | ISHARES TR | $3,378.81万 | 0.03% | 179,638 | -2,809 | -1.5% | -$52.83万 | 减仓 |