13F 机构持仓

Focus Partners Wealth

ST LOUIS MO · SEC CIK 0001542153

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.0%
NVDA 2.5%
XLK 2.5%
MSFT 1.9%
DIMENSIONAL ET 1.9%
VOO 1.9%
IVV 1.9%
SPY 1.7%
AMZN 1.7%
GOOGL 1.5%

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
STIP ISHARES TR $770.49万0.01%75,419 3,5244.9% $36.00万 加仓
BIBL NORTHERN LTS FD TR IV $764.54万0.01%132,090 -2,470-1.8% -$14.30万 减仓
ADSK AUTODESK INC $760.78万0.01%39,130 -13,044-25.0% -$253.61万 减仓
— INNOVATOR ETFS TRUST $760.47万0.01%241,828 96,35266.2% $303.00万 加仓
TQQQ PROSHARES TR $760.38万0.01%93,874 31,86351.4% $258.09万 加仓
SRE SEMPRA $757.08万0.01%81,607 22,98339.2% $213.22万 加仓
OKLO OKLO INC $755.30万0.01%144,333 25,01121.0% $130.88万 加仓
LNTH LANTHEUS HLDGS INC $752.65万0.01%67,843 -4,674-6.4% -$51.85万 减仓
RL RALPH LAUREN CORP $751.49万0.01%18,712 -1,045-5.3% -$41.97万 减仓
EBAY EBAY INC. $742.90万0.01%66,481 -33,594-33.6% -$375.40万 减仓
PPG PPG INDS INC $742.27万0.01%61,199 -26,027-29.8% -$315.68万 减仓
MOAT VANECK ETF TRUST $739.20万0.01%71,105 -21,753-23.4% -$226.14万 减仓
MOH MOLINA HEALTHCARE INC $738.39万0.01%32,286 10,35247.2% $236.75万 加仓
VEEV VEEVA SYS INC $728.03万0.01%41,022 6,01617.2% $106.77万 加仓
FTAI FTAI AVIATION LTD $727.85万0.01%31,135 2,4948.7% $58.30万 加仓
LITE LUMENTUM HLDGS INC $726.11万0.01%8,520 -8,454-49.8% -$720.48万 减仓
DKS DICKS SPORTING GOODS INC $725.98万0.01%32,122 -35,262-52.3% -$796.95万 减仓
LVS LAS VEGAS SANDS CORP $724.14万0.01%156,171 61,16964.4% $283.63万 加仓
ESGE ISHARES INC $723.34万0.01%132,262 -11,334-7.9% -$61.99万 减仓
FTI TECHNIPFMC PLC $722.47万0.01%108,969 -458-0.4% -$3.04万 减仓
NNN NNN REIT INC $720.15万0.01%154,771 69,87182.3% $325.11万 加仓
LADR LADDER CAP CORP $717.88万0.01%721,487 32,2214.7% $32.06万 加仓
BBY BEST BUY INC $712.07万0.01%93,567 14,24418.0% $108.40万 加仓
AVIV AMERICAN CENTY ETF TR $708.38万0.01%91,498 -2,713-2.9% -$21.00万 减仓
QTUM ETF SER SOLUTIONS $707.27万0.01%42,766 15,31755.8% $253.32万 加仓
VSGX VANGUARD WORLD FD $706.65万0.01%85,820 7360.9% $6.06万 加仓
USHY ISHARES TR $704.22万0.01%190,227 146,115331.2% $540.92万 加仓
ITB ISHARES TR $703.38万0.01%67,321 2760.4% $2.88万 加仓
TSN TYSON FOODS INC $703.07万0.01%122,775 -123,725-50.2% -$708.51万 减仓
WTW WILLIS TOWERS WATSON PLC LTD $700.52万0.01%26,793 1220.5% $3.19万 加仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $700.39万0.01%349,345 25,3287.8% $50.78万 加仓
BTSG BRIGHTSPRING HEALTH SVCS INC $699.49万0.01%100,299 -4,492-4.3% -$31.33万 减仓
AIG AMERICAN INTL GROUP INC $699.46万0.01%93,844 32,83453.8% $244.73万 加仓
WPM WHEATON PRECIOUS METALS CORP $695.85万0.01%61,951 5820.9% $6.54万 加仓
FRT FEDERAL RLTY INVT TR NEW $695.79万0.01%56,359 12,91329.7% $159.42万 加仓
— PGIM ETF TR $688.73万0.01%138,077 18,42415.4% $91.90万 加仓
SPLV INVESCO EXCH TRADED FD TR II $687.73万0.01%91,819 6,5687.7% $49.19万 加仓
NUBD NUSHARES ETF TR $686.65万0.01%310,210 -5,858-1.9% -$12.97万 减仓
FEGE RBB FUND TRUST $686.04万0.01%140,236 12,6059.9% $61.66万 加仓
COMT ISHARES U S ETF TR $683.44万0.01%225,038 -25,082-10.0% -$76.17万 减仓
NMIH NMI HLDGS INC $680.65万0.01%165,648 -726-0.4% -$2.98万 减仓
XEL XCEL ENERGY INC $673.60万0.01%83,824 -6,610-7.3% -$53.12万 减仓
FNF FIDELITY NATL FINL INC $673.43万0.01%142,797 12,9229.9% $60.94万 加仓
QLD PROSHARES TR $673.13万0.01%69,566 6,0949.6% $58.97万 加仓
CTAS CINTAS CORP $670.15万0.01%39,401 -10,665-21.3% -$181.39万 减仓
SPSB SPDR SERIES TRUST $669.56万0.01%223,112 -31,755-12.5% -$95.30万 减仓
LYG LLOYDS BANKING GROUP PLC $669.37万0.01%1,148,141 61,9205.7% $36.10万 加仓
NDSN NORDSON CORP $662.97万0.01%21,942 5,01829.7% $151.62万 加仓
SONY SONY GROUP CORP $660.17万0.01%329,098 12,0253.8% $24.12万 加仓
APA APA CORPORATION $659.84万0.01%200,385 119,943149.1% $394.96万 加仓
ENS ENERSYS $655.38万0.01%28,504 -54,138-65.5% -$1,244.77万 减仓
ITA ISHARES TR $654.85万0.01%27,012 -395-1.4% -$9.58万 减仓
ESGD ISHARES TR $648.90万0.01%63,116 -4,700-6.9% -$48.32万 减仓
HYS PIMCO ETF TR $648.89万0.01%69,386 69,386— $648.89万 新建仓
TSCO TRACTOR SUPPLY CO $648.85万0.01%205,261 165,654418.2% $523.65万 加仓
NET CLOUDFLARE INC $647.57万0.01%26,400 5,99129.4% $146.95万 加仓
TY TRI CONTL CORP $645.14万0.01%187,432 -11,304-5.7% -$38.91万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $645.01万0.01%79,476 20,97135.8% $170.20万 加仓
AME AMETEK INC $641.24万0.01%26,501 1,2064.8% $29.18万 加仓
DWX SPDR INDEX SHS FDS $636.92万0.01%138,583 -10,345-6.9% -$47.55万 减仓
PTL NORTHERN LTS FD TR IV $633.22万0.01%22,133 9064.3% $25.92万 加仓
TTE TOTALENERGIES SE $632.94万0.01%81,392 -63,668-43.9% -$495.11万 减仓
EQIX EQUINIX INC $632.66万0.01%6,069 3876.8% $40.34万 加仓
ITGR INTEGER HLDGS CORP $631.49万0.01%67,575 1890.3% $1.77万 加仓
— DIMENSIONAL ETF TRUST $630.54万0.01%76,913 17,21328.8% $141.11万 加仓
HST HOST HOTELS & RESORTS INC $628.26万0.01%264,858 42,28219.0% $100.30万 加仓
USFR WISDOMTREE TR $622.76万0.01%123,686 -27,249-18.1% -$137.20万 减仓
RACE FERRARI N V $621.55万0.01%16,697 3,00722.0% $111.94万 加仓
WWD WOODWARD INC $616.33万0.01%14,487 5,50761.3% $234.29万 加仓
ERIE ERIE INDTY CO $614.85万0.01%25,645 -88,800-77.6% -$2,129.03万 减仓
FBIN FORTUNE BRANDS INNOVATIONS I $614.01万0.01%111,916 28,07933.5% $154.05万 加仓
EXEL EXELIXIS INC $613.06万0.01%112,673 4,8974.5% $26.64万 加仓
EXC EXELON CORP $612.59万0.01%131,391 10,1488.4% $47.31万 加仓
EBC EASTERN BANKSHARES INC $612.46万0.01%275,388 -8,673-3.1% -$19.29万 减仓
WCC WESCO INTL INC $612.12万0.01%17,721 1,5519.6% $53.57万 加仓
CCK CROWN HLDGS INC $611.04万0.01%54,646 -6,443-10.5% -$72.04万 减仓
TEAM ATLASSIAN CORPORATION $609.15万0.01%78,289 45,352137.7% $352.87万 加仓
THG HANOVER INS GROUP INC $607.78万0.01%28,384 3,87115.8% $82.89万 加仓
JLL JONES LANG LASALLE INC $607.56万0.01%19,601 -4,755-19.5% -$147.39万 减仓
TECK TECK RESOURCES LTD $606.65万0.01%102,026 -462-0.5% -$2.75万 减仓
MDB MONGODB INC $604.21万0.01%17,987 -3,779-17.4% -$126.94万 减仓
PR PERMIAN RESOURCES CORP $604.06万0.01%328,114 32,87411.1% $60.52万 加仓
HLT HILTON WORLDWIDE HLDGS INC $599.63万0.01%18,144 11,614177.9% $383.82万 加仓
BINC BLACKROCK ETF TRUST II $599.38万0.01%114,517 -9,932-8.0% -$51.98万 减仓
HEI HEICO CORP NEW $592.75万0.01%16,641 1370.8% $4.88万 加仓
PCTY PAYLOCITY HLDG CORP $589.70万0.01%56,407 26,32387.5% $275.19万 加仓
TD TORONTO DOMINION BK ONT $584.66万0.01%48,148 1,9934.3% $24.20万 加仓
GDYN GRID DYNAMICS HLDGS INC $583.71万0.01%1,027,656 -8,760-0.8% -$4.98万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $583.25万0.01%26,925 -21,228-44.1% -$459.84万 减仓
REET ISHARES TR $581.94万0.01%210,694 -9,112-4.1% -$25.17万 减仓
GJUN FIRST TR EXCHNG TRADED FD VI $581.58万0.01%141,194 -6,037-4.1% -$24.87万 减仓
BXSL BLACKSTONE SECD LENDING FD $581.55万0.01%244,893 27,30212.5% $64.83万 加仓
AVSU AMERICAN CENTY ETF TR $579.37万0.01%65,451 -285,772-81.4% -$2,529.66万 减仓
ON ON SEMICONDUCTOR CORP $579.23万0.01%61,270 12,72926.2% $120.34万 加仓
GRMN GARMIN LTD $574.97万0.01%24,206 2,95013.9% $70.07万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $573.81万0.01%66,322 -69,991-51.3% -$605.56万 减仓
DHI D R HORTON INC $573.80万0.01%35,228 -4,189-10.6% -$68.23万 减仓
ULTA ULTA BEAUTY INC $573.61万0.01%12,718 -26,532-67.6% -$1,196.64万 减仓
BEPC BROOKFIELD RENEWABLE CORP $572.29万0.01%154,171 -3,099-2.0% -$11.50万 减仓
BXP BXP INC $571.77万0.01%86,226 14,82020.8% $98.27万 加仓