Focused Wealth Management, Inc
Newburgh NY · SEC CIK 0001586052
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NET | CLOUDFLARE INC | $24.95万 | 0.03% | 1,209 | 21 | 1.8% | $4,333 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC 看跌期权 | $25.12万 | 0.03% | 700 | 700 | — | $25.12万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $25.56万 | 0.03% | 8,381 | 39 | 0.5% | $1,190 | 加仓 |
| USB | US BANCORP | $25.98万 | 0.03% | 4,996 | 8 | 0.2% | $416 | 加仓 |
| CI | THE CIGNA GROUP | $26.48万 | 0.03% | 993 | 155 | 18.5% | $4.13万 | 加仓 |
| BOND | PIMCO ETF TR | $26.84万 | 0.03% | 2,908 | -754 | -20.6% | -$6.96万 | 减仓 |
| DAL | DELTA AIR LINES INC | $27.14万 | 0.03% | 4,083 | 550 | 15.6% | $3.66万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $27.48万 | 0.03% | 3,476 | -107 | -3.0% | -$8,460 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $28.34万 | 0.03% | 8,602 | 8,602 | — | $28.34万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $28.94万 | 0.03% | 4,403 | -293 | -6.2% | -$1.93万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $28.98万 | 0.03% | 18,504 | 66 | 0.4% | $1,034 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.11万 | 0.03% | 1,431 | 37 | 2.7% | $7,527 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $29.65万 | 0.03% | 384 | 384 | — | $29.65万 | 新建仓 |
| WELL | WELLTOWER INC | $30.14万 | 0.03% | 1,525 | 164 | 12.0% | $3.24万 | 加仓 |
| MCD | MCDONALDS CORP | $30.61万 | 0.03% | 985 | 101 | 11.4% | $3.14万 | 加仓 |
| EIX | EDISON INTL | $30.76万 | 0.03% | 4,203 | 544 | 14.9% | $3.98万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $30.79万 | 0.03% | 2,316 | -201 | -8.0% | -$2.67万 | 减仓 |
| NBTB | NBT BANCORP INC | $31.04万 | 0.03% | 7,289 | 2,264 | 45.1% | $9.64万 | 加仓 |
| C | CITIGROUP INC 看涨期权 | $31.75万 | 0.03% | 2,800 | -2,800 | -50.0% | -$31.75万 | 减仓 |
| SYK | STRYKER CORPORATION | $32.02万 | 0.03% | 975 | 267 | 37.7% | $8.77万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $32.33万 | 0.03% | 2,376 | 93 | 4.1% | $1.27万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $32.66万 | 0.03% | 1,120 | 129 | 13.0% | $3.76万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.01万 | 0.03% | 5,443 | 1,385 | 34.1% | $8.40万 | 加仓 |
| CWB | SPDR SERIES TRUST | $33.17万 | 0.03% | 3,625 | -23 | -0.6% | -$2,105 | 减仓 |
| GLD | SPDR GOLD TR | $33.53万 | 0.03% | 779 | 103 | 15.2% | $4.43万 | 加仓 |
| IAU | ISHARES GOLD TR | $33.90万 | 0.04% | 3,845 | -218 | -5.4% | -$1.92万 | 减仓 |
| HYD | VANECK ETF TRUST | $34.14万 | 0.04% | 6,808 | 11 | 0.2% | $552 | 加仓 |
| SPYV | SPDR SERIES TRUST | $34.55万 | 0.04% | 6,107 | 45 | 0.7% | $2,546 | 加仓 |
| OKE | ONEOK INC NEW | $35.02万 | 0.04% | 3,874 | 388 | 11.1% | $3.51万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $35.11万 | 0.04% | 2,400 | 1,200 | 100.0% | $17.55万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC 看涨期权 | $35.27万 | 0.04% | 6,000 | 6,000 | — | $35.27万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $36.20万 | 0.04% | 12,448 | 227 | 1.9% | $6,601 | 加仓 |
| PEP | PEPSICO INC | $36.71万 | 0.04% | 2,364 | 366 | 18.3% | $5.68万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $36.86万 | 0.04% | 6,271 | 1,659 | 36.0% | $9.75万 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $38.07万 | 0.04% | 1,500 | -15,900 | -91.4% | -$403.53万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $38.47万 | 0.04% | 3,987 | 5 | 0.1% | $482 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $38.76万 | 0.04% | 2,644 | -628 | -19.2% | -$9.21万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $39.34万 | 0.04% | 5,412 | 64 | 1.2% | $4,652 | 加仓 |
| VO | VANGUARD INDEX FDS | $39.42万 | 0.04% | 1,373 | 1,373 | — | $39.42万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.55万 | 0.04% | 1,013 | 1,013 | — | $39.55万 | 新建仓 |
| AON | AON PLC | $40.15万 | 0.04% | 1,244 | 5 | 0.4% | $1,614 | 加仓 |
| ANET | ARISTA NETWORKS INC | $40.80万 | 0.04% | 3,323 | 3,323 | — | $40.80万 | 新建仓 |
| OEF | ISHARES TR | $42.43万 | 0.04% | 1,334 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $42.89万 | 0.04% | 3,789 | 22 | 0.6% | $2,490 | 加仓 |
| ROKU | ROKU INC | $42.93万 | 0.04% | 4,537 | 94 | 2.1% | $8,894 | 加仓 |
| UNP | UNION PAC CORP | $44.40万 | 0.05% | 1,830 | 18 | 1.0% | $4,367 | 加仓 |
| PULS | PGIM ETF TR | $46.07万 | 0.05% | 9,307 | 108 | 1.2% | $5,346 | 加仓 |
| CVX | CHEVRON CORPORATION | $46.65万 | 0.05% | 2,255 | 198 | 9.6% | $4.10万 | 加仓 |
| KOPN | KOPIN CORP | $47.70万 | 0.05% | 211,985 | -459 | -0.2% | -$1,033 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $48.37万 | 0.05% | 21,245 | 677 | 3.3% | $1.54万 | 加仓 |
| IEMG | ISHARES INC | $48.95万 | 0.05% | 7,018 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $49.01万 | 0.05% | 8,011 | 24 | 0.3% | $1,468 | 加仓 |
| MMM | 3M CO 看涨期权 | $49.38万 | 0.05% | 3,400 | -3,400 | -50.0% | -$49.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $49.41万 | 0.05% | 3,421 | 228 | 7.1% | $3.29万 | 加仓 |
| VFH | VANGUARD WORLD FD | $49.80万 | 0.05% | 4,122 | -1,256 | -23.4% | -$15.17万 | 减仓 |
| PLD | PROLOGIS INC. | $50.93万 | 0.05% | 3,853 | 3,853 | — | $50.93万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.17万 | 0.05% | 2,379 | -35 | -1.4% | -$7,528 | 减仓 |
| TER | TERADYNE INC | $51.32万 | 0.05% | 1,731 | -293 | -14.5% | -$8.69万 | 减仓 |
| IBTH | ISHARES TR | $52.32万 | 0.05% | 23,324 | 752 | 3.3% | $1.69万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $52.52万 | 0.05% | 11,539 | -220 | -1.9% | -$1.00万 | 减仓 |
| HD | HOME DEPOT INC | $53.89万 | 0.06% | 1,639 | 360 | 28.1% | $11.84万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $54.86万 | 0.06% | 18,833 | 141 | 0.8% | $4,107 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $55.35万 | 0.06% | 20,606 | 2,876 | 16.2% | $7.72万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $55.98万 | 0.06% | 4,276 | 434 | 11.3% | $5.68万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $56.36万 | 0.06% | 35,071 | 35,071 | — | $56.36万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $56.59万 | 0.06% | 3,530 | 3,530 | — | $56.59万 | 新建仓 |
| GLW | CORNING INC | $58.44万 | 0.06% | 4,298 | 4,298 | — | $58.44万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $60.84万 | 0.06% | 6,143 | 6,143 | — | $60.84万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $60.85万 | 0.06% | 3,680 | 822 | 28.8% | $13.59万 | 加仓 |
| LIN | LINDE PLC | $61.50万 | 0.06% | 1,240 | 1,240 | — | $61.50万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $61.50万 | 0.06% | 9,597 | 9,597 | — | $61.50万 | 新建仓 |
| SHOP | SHOPIFY INC | $62.13万 | 0.06% | 5,238 | -320 | -5.8% | -$3.80万 | 减仓 |
| ORCL | ORACLE CORP | $62.14万 | 0.06% | 4,224 | 80 | 1.9% | $1.18万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $62.48万 | 0.06% | 3,000 | -5,400 | -64.3% | -$112.47万 | 减仓 |
| — | SOLITARIO RESOURCES CORP | $62.56万 | 0.06% | 762,900 | 152,000 | 24.9% | $12.46万 | 加仓 |
| SAN | BANCO SANTANDER SA | $66.54万 | 0.07% | 58,986 | 58,986 | — | $66.54万 | 新建仓 |
| NFLX | NETFLIX INC. | $69.15万 | 0.07% | 7,192 | 22 | 0.3% | $2,115 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $69.26万 | 0.07% | 1,200 | 1,200 | — | $69.26万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $70.19万 | 0.07% | 9,278 | 772 | 9.1% | $5.84万 | 加仓 |
| BA | BOEING CO 看涨期权 | $71.65万 | 0.07% | 3,600 | 3,600 | — | $71.65万 | 新建仓 |
| BA | BOEING CO | $76.15万 | 0.08% | 3,826 | 3,826 | — | $76.15万 | 新建仓 |
| WFC | WELLS FARGO & CO | $76.63万 | 0.08% | 9,625 | 5,161 | 115.6% | $41.09万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $76.70万 | 0.08% | 15,280 | -5,677 | -27.1% | -$28.50万 | 减仓 |
| CRWV | COREWEAVE INC | $78.84万 | 0.08% | 10,177 | -50 | -0.5% | -$3,873 | 减仓 |
| NEE | NEXTERA ENERGY INC | $80.17万 | 0.08% | 8,632 | 210 | 2.5% | $1.95万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $81.13万 | 0.08% | 1,247 | 3 | 0.2% | $1,952 | 加仓 |
| CSCO | CISCO SYS INC | $81.64万 | 0.08% | 10,522 | 96 | 0.9% | $7,449 | 加仓 |
| MRK | MERCK & CO INC | $86.61万 | 0.09% | 7,200 | 203 | 2.9% | $2.44万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $101.86万 | 0.11% | 2,332 | 3 | 0.1% | $1,310 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $106.09万 | 0.11% | 22,496 | -1,125 | -4.8% | -$5.31万 | 减仓 |
| VHT | VANGUARD WORLD FD | $106.54万 | 0.11% | 3,912 | -177 | -4.3% | -$4.82万 | 减仓 |
| V | VISA INC | $106.92万 | 0.11% | 3,538 | 1,866 | 111.6% | $56.39万 | 加仓 |
| DIS | DISNEY WALT CO | $111.29万 | 0.12% | 11,547 | 183 | 1.6% | $1.76万 | 加仓 |
| ETN | EATON CORP PLC | $113.42万 | 0.12% | 3,171 | 1,893 | 148.1% | $67.71万 | 加仓 |
| IVW | ISHARES TR | $116.91万 | 0.12% | 10,336 | -5 | -0.0% | -$566 | 减仓 |
| AMAT | APPLIED MATLS INC | $117.51万 | 0.12% | 3,438 | -407 | -10.6% | -$13.91万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $118.63万 | 0.12% | 71,464 | -407 | -0.6% | -$6,756 | 减仓 |
| MMM | 3M CO | $121.42万 | 0.13% | 8,361 | 34 | 0.4% | $4,938 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $125.79万 | 0.13% | 1,262 | 995 | 372.7% | $99.18万 | 加仓 |
| BIL | SPDR SERIES TRUST | $126.89万 | 0.13% | 13,846 | -132,960 | -90.6% | -$1,218.46万 | 减仓 |