13F 机构持仓

Focused Wealth Management, Inc

Newburgh NY · SEC CIK 0001586052

2026Q22026Q1 更早 9 个季度 🔒
$9.64亿2026Q1 申报市值
228持仓数
60.7%前十大占比 · 第一大 15.3%
53 / 31新建仓 / 清仓
申报市值走势$11.50亿2026Q2
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

SPYG 15.3%
VTV 14.2%
QQQ 11.1%
VCIT 5.0%
VYM 3.3%
VWO 3.2%
AAPL 3.0%
VIGI 2.1%
SGOV 1.9%
VB 1.6%

2026Q1 买入最多 按季末市值估算

IGV 重新持有+$1,204.71万
EMXC 新建仓+$1,064.01万
NVDA 加仓+$604.05万
SPYG 加仓+$407.70万
QQQ 加仓+$351.68万

2026Q1 卖出最多 按季末市值估算

BIL 减仓-$1,218.46万
XLF 减仓-$867.08万
SGOV 减仓-$283.23万
INTC 减仓-$138.45万
BLACKROCK N Y MU 清仓-$116.49万

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
PFE PFIZER INC 看涨期权 $00.00%0 —— — 申报中断
— BLACKROCK N Y MUN INCOME TRU $00.00%0 -114,884-100.0% -$116.49万 清仓
— VANECK ETF TRUST $00.00%0 -109,587-100.0% -$115.18万 清仓
GOOG ALPHABET INC 看涨期权 $00.00%0 —— — 申报中断
JPM JPMORGAN CHASE & CO. 看涨期权 $00.00%0 -3,000-100.0% -$96.67万 清仓
WYNN WYNN RESORTS LTD 看涨期权 $00.00%0 -6,000-100.0% -$72.20万 清仓
— BLACKROCK MUNIHLDGS NY QLTY $00.00%0 -64,890-100.0% -$66.38万 清仓
— NUVEEN S&P 500 BUY-WRITE INC $00.00%0 -42,074-100.0% -$61.85万 清仓
IBTG ISHARES TR $00.00%0 -20,095-100.0% -$45.97万 清仓
NKE NIKE INC 看涨期权 $00.00%0 -6,500-100.0% -$41.41万 清仓
DFUS DIMENSIONAL ETF TRUST $00.00%0 —— — 申报中断
NEE NEXTERA ENERGY INC 看涨期权 $00.00%0 -4,600-100.0% -$36.93万 清仓
QCOM QUALCOMM INC 看涨期权 $00.00%0 -1,400-100.0% -$23.95万 清仓
WPC WP CAREY INC $00.00%0 —— — 申报中断
MAIN MAIN STR CAP CORP $00.00%0 -3,633-100.0% -$21.94万 清仓
DIA SPDR DOW JONES INDL AVERAGE $00.00%0 -438-100.0% -$21.07万 清仓
FSLR FIRST SOLAR INC 看涨期权 $00.00%0 -800-100.0% -$20.90万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 —— — 申报中断
UBER UBER TECHNOLOGIES INC $00.00%0 —— — 申报中断
TGT TARGET CORP 看涨期权 $00.00%0 -2,000-100.0% -$19.55万 清仓
ONDS ONDAS HLDGS INC $00.00%0 -18,700-100.0% -$18.25万 清仓
TE T1 ENERGY INC $00.00%0 -27,000-100.0% -$18.04万 清仓
BE BLOOM ENERGY CORP 看涨期权 $00.00%0 -2,000-100.0% -$17.38万 清仓
XETYX EATON VANCE TAX-MANAGED DIVE $00.00%0 -10,819-100.0% -$16.60万 清仓
ABVX ABIVAX SA $00.00%0 -1,200-100.0% -$16.18万 清仓
OXY OCCIDENTAL PETE CORP 看涨期权 $00.00%0 —— — 申报中断
SNDK SANDISK CORP $00.00%0 -597-100.0% -$14.17万 清仓
AI C3 AI INC $00.00%0 -10,040-100.0% -$13.53万 清仓
SNDK SANDISK CORP 看涨期权 $00.00%0 -500-100.0% -$11.87万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 —— — 申报中断
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
ROKU ROKU INC 看涨期权 $00.00%0 —— — 申报中断
NKE NIKE INC $00.00%0 -1,053-100.0% -$6.71万 清仓
TGT TARGET CORP $00.00%0 -614-100.0% -$6.01万 清仓
BE BLOOM ENERGY CORP $00.00%0 -650-100.0% -$5.65万 清仓
WYNN WYNN RESORTS LTD $00.00%0 -400-100.0% -$4.81万 清仓
ABVX ABIVAX SA 看涨期权 $00.00%0 -400-100.0% -$4.76万 清仓
EOSE EOS ENERGY ENTERPRISES INC 看涨期权 $00.00%0 -1,500-100.0% -$1.72万 清仓
UBER UBER TECHNOLOGIES INC 看涨期权 $00.00%0 -200-100.0% -$1.63万 清仓
FSLR FIRST SOLAR INC $00.00%0 -16-100.0% -$4,180 清仓
— BIT ORIGIN LTD $00.00%0 -11,400-100.0% -$1,961 清仓
ROK ROCKWELL AUTOMATION INC $7180.00%2 2— $718 新建仓
TKO TKO GROUP HOLDINGS INC $3,8310.00%19 19— $3,831 新建仓
TOL TOLL BROTHERS INC $6,4140.00%47 47— $6,414 新建仓
UPS UNITED PARCEL SVCS INC $2.90万0.00%294 294— $2.90万 新建仓
TER TERADYNE INC 看涨期权 $2.96万0.00%100 100— $2.96万 新建仓
TER TERADYNE INC 看跌期权 $2.96万0.00%100 100— $2.96万 新建仓
— SONO TEK CORP $5.22万0.01%12,855 -488-3.7% -$1,981 减仓
RF REGIONS FINANCIAL CORP NEW $5.22万0.01%2,000 2,000— $5.22万 新建仓
— CURIS INC $6.01万0.01%109,746 49,90083.4% $2.73万 加仓
EOSE EOS ENERGY ENTERPRISES INC $6.58万0.01%13,268 530.4% $263 加仓
KEY KEYCORP $7.00万0.01%3,492 3,492— $7.00万 新建仓
PCT PURECYCLE TECHNOLOGIES INC $7.79万0.01%15,005 00.0% — 不变
HOOD ROBINHOOD MKTS INC 看涨期权 $8.32万0.01%1,200 1,200— $8.32万 新建仓
RKLB ROCKET LAB CORP 看涨期权 $8.99万0.01%1,400 1,400— $8.99万 新建仓
HYT BLACKROCK CORPOR HI YLD FD I $9.61万0.01%11,280 -258-2.2% -$2,198 减仓
APH AMPHENOL CORP 看跌期权 $10.11万0.01%800 800— $10.11万 新建仓
ABNB AIRBNB INC $10.29万0.01%815 815— $10.29万 新建仓
MU MICRON TECHNOLOGY INC $10.68万0.01%316 316— $10.68万 新建仓
NFLX NETFLIX INC. 看涨期权 $14.42万0.01%1,500 1,500— $14.42万 新建仓
INTC INTEL CORP 看涨期权 $15.00万0.02%3,400 -16,300-82.7% -$71.93万 减仓
APH AMPHENOL CORP $15.16万0.02%1,200 1,200— $15.16万 新建仓
F FORD MTR CO $15.40万0.02%13,345 350.3% $404 加仓
— RHINEBECK BANCORP INC $15.42万0.02%10,000 00.0% — 不变
ETV EATON VANCE TAX-MANAGED BUY- $17.14万0.02%12,537 2371.9% $3,240 加仓
KMB KIMBERLY-CLARK CORP 看涨期权 $17.36万0.02%1,800 -1,700-48.6% -$16.40万 减仓
KEY KEYCORP 看跌期权 $18.05万0.02%9,000 9,000— $18.05万 新建仓
RF REGIONS FINANCIAL CORP NEW 看跌期权 $18.28万0.02%7,000 7,000— $18.28万 新建仓
HOOD ROBINHOOD MKTS INC $18.53万0.02%2,674 62230.3% $4.31万 加仓
TSLA TESLA INC 看涨期权 $18.59万0.02%500 500— $18.59万 新建仓
PINS PINTEREST INC $18.98万0.02%10,350 3653.7% $6,694 加仓
CRWV COREWEAVE INC 看涨期权 $19.37万0.02%2,500 2,500— $19.37万 新建仓
CRWD CROWDSTRIKE HLDGS INC 看涨期权 $19.52万0.02%500 500— $19.52万 新建仓
WFC WELLS FARGO & CO 看跌期权 $19.90万0.02%2,500 2,500— $19.90万 新建仓
ABNB AIRBNB INC 看跌期权 $20.20万0.02%1,600 1,600— $20.20万 新建仓
OKLO OKLO INC $20.23万0.02%4,079 4,079— $20.23万 新建仓
MU MICRON TECHNOLOGY INC 看涨期权 $20.27万0.02%600 600— $20.27万 新建仓
CAPR CAPRICOR THERAPEUTICS INC $20.31万0.02%6,681 6,681— $20.31万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES I $20.68万0.02%2,905 -20-0.7% -$1,424 减仓
TMO THERMO FISHER SCIENTIFIC INC $20.81万0.02%423 423— $20.81万 新建仓
ISRG INTUITIVE SURGICAL INC $20.88万0.02%453 358.4% $1.61万 加仓
NULG NUSHARES ETF TR $20.91万0.02%2,299 21310.2% $1.94万 加仓
MTB M & T BK CORP $20.91万0.02%1,012 1,012— $20.91万 新建仓
CRM SALESFORCE INC $21.03万0.02%1,126 595.5% $1.10万 加仓
DCO DUCOMMUN INC DEL $21.08万0.02%1,728 1,728— $21.08万 新建仓
RKLB ROCKET LAB CORP $21.08万0.02%3,283 3,283— $21.08万 新建仓
TOL TOLL BROTHERS INC 看跌期权 $21.84万0.02%1,600 1,600— $21.84万 新建仓
ACHR ARCHER AVIATION INC $21.90万0.02%42,367 3570.8% $1,846 加仓
BABA ALIBABA GROUP HLDG LTD $22.09万0.02%1,761 -71-3.9% -$8,908 减仓
TKO TKO GROUP HOLDINGS INC 看跌期权 $22.18万0.02%1,100 1,100— $22.18万 新建仓
FSLY FASTLY INC $22.31万0.02%7,677 7,677— $22.31万 新建仓
IWF ISHARES TR $22.72万0.02%533 00.0% — 不变
IJH ISHARES TR $22.77万0.02%3,372 70.2% $473 加仓
LOW LOWES COS INC $22.77万0.02%964 657.2% $1.54万 加仓
SLV ISHARES SILVER TR $22.96万0.02%3,370 -64-1.9% -$4,361 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $23.79万0.02%704 00.0% — 不变
SNOW SNOWFLAKE INC $24.16万0.03%1,602 1,329486.8% $20.04万 重新持有
UPS UNITED PARCEL SVCS INC 看跌期权 $24.59万0.03%2,500 2,500— $24.59万 新建仓
MUB ISHARES TR $24.60万0.03%2,318 60.3% $637 加仓
RTX RTX CORPORATION $24.77万0.03%1,284 12110.4% $2.33万 加仓