Focused Wealth Management, Inc
Newburgh NY · SEC CIK 0001586052
$11.50亿2026Q2 申报市值
266持仓数
60.2%前十大占比 · 第一大 15.8%
62 / 34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
HIMU 新建仓+$1,461.57万
VCIT 加仓+$572.28万
VTV 加仓+$499.47万
SPYG 加仓+$344.46万
JMBS 加仓+$172.72万
2026Q2 卖出最多 按季末市值估算
BBN 减仓-$1,297.12万
SGOV 减仓-$356.15万
HON 减仓-$143.25万
CAT 减仓-$115.66万
GS 减仓-$103.65万
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $27.34万 | 0.02% | 742 | -37 | -4.7% | -$1.36万 | 减仓 |
| MMM | 3M CO 看涨期权 | $27.52万 | 0.02% | 1,700 | -1,700 | -50.0% | -$27.52万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $27.62万 | 0.02% | 58,394 | 16,027 | 37.8% | $7.58万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看涨期权 | $28.12万 | 0.02% | 1,000 | 1,000 | — | $28.12万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC 看涨期权 | $28.15万 | 0.02% | 1,900 | 1,900 | — | $28.15万 | 新建仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $28.25万 | 0.02% | 17,905 | -599 | -3.2% | -$9,452 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $28.26万 | 0.02% | 1,045 | 1,045 | — | $28.26万 | 新建仓 |
| CI | THE CIGNA GROUP | $28.28万 | 0.02% | 1,026 | 33 | 3.3% | $9,097 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $28.64万 | 0.02% | 2,856 | 182 | 6.8% | $1.83万 | 加仓 |
| VLO | VALERO ENERGY CORP | $29.04万 | 0.03% | 1,115 | 1,115 | — | $29.04万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP 看涨期权 | $29.14万 | 0.03% | 6,000 | 2,500 | 71.4% | $12.14万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $29.17万 | 0.03% | 5,044 | 5,044 | — | $29.17万 | 新建仓 |
| SYK | STRYKER CORPORATION | $29.18万 | 0.03% | 927 | -48 | -4.9% | -$1.51万 | 减仓 |
| IAU | ISHARES GOLD TR | $29.25万 | 0.03% | 3,873 | 28 | 0.7% | $2,114 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $29.31万 | 0.03% | 8,419 | 38 | 0.5% | $1,323 | 加仓 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $29.33万 | 0.03% | 2,000 | 2,000 | — | $29.33万 | 新建仓 |
| RTX | RTX CORPORATION | $29.44万 | 0.03% | 1,552 | 268 | 20.9% | $5.08万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $29.91万 | 0.03% | 3,294 | -182 | -5.2% | -$1.65万 | 减仓 |
| NULV | NUSHARES ETF TR | $30.06万 | 0.03% | 6,014 | 6,014 | — | $30.06万 | 新建仓 |
| LOW | LOWES COS INC | $30.12万 | 0.03% | 1,366 | 402 | 41.7% | $8.86万 | 加仓 |
| TFC | TRUIST FINL CORP | $30.15万 | 0.03% | 6,051 | 6,051 | — | $30.15万 | 新建仓 |
| POWL | POWELL INDS INC | $30.35万 | 0.03% | 1,060 | 1,060 | — | $30.35万 | 新建仓 |
| KO | COCA COLA CO | $30.46万 | 0.03% | 3,748 | 3,748 | — | $30.46万 | 新建仓 |
| WRBY | WARBY PARKER INC | $30.80万 | 0.03% | 10,150 | 10,150 | — | $30.80万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $31.48万 | 0.03% | 2,393 | 17 | 0.7% | $2,236 | 加仓 |
| KLAC | KLA CORP | $31.83万 | 0.03% | 1,055 | 1,055 | — | $31.83万 | 新建仓 |
| DCO | DUCOMMUN INC DEL | $32.00万 | 0.03% | 1,728 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $32.09万 | 0.03% | 3,200 | 2,000 | 166.7% | $20.06万 | 加仓 |
| TWLO | TWILIO INC | $32.19万 | 0.03% | 1,560 | 1,560 | — | $32.19万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $32.81万 | 0.03% | 13,891 | 13,891 | — | $32.81万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $33.52万 | 0.03% | 5,514 | -593 | -9.7% | -$3.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.53万 | 0.03% | 702 | -2 | -0.3% | -$955 | 减仓 |
| NET | CLOUDFLARE INC | $34.93万 | 0.03% | 1,424 | 215 | 17.8% | $5.27万 | 加仓 |
| HYD | VANECK ETF TRUST | $35.18万 | 0.03% | 6,829 | 21 | 0.3% | $1,082 | 加仓 |
| OKE | ONEOK INC NEW | $35.60万 | 0.03% | 4,095 | 221 | 5.7% | $1.92万 | 加仓 |
| MCD | MCDONALDS CORP | $35.67万 | 0.03% | 1,320 | 335 | 34.0% | $9.05万 | 加仓 |
| NBTB | NBT BANCORP INC | $36.33万 | 0.03% | 7,359 | 70 | 1.0% | $3,456 | 加仓 |
| EIX | EDISON INTL | $36.46万 | 0.03% | 4,898 | 695 | 16.5% | $5.17万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP 看涨期权 | $38.42万 | 0.03% | 3,500 | 1,700 | 94.4% | $18.66万 | 加仓 |
| PEP | PEPSICO INC | $38.44万 | 0.03% | 2,839 | 475 | 20.1% | $6.43万 | 加仓 |
| CWB | SPDR SERIES TRUST | $38.99万 | 0.03% | 3,616 | -9 | -0.2% | -$970 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $39.09万 | 0.03% | 2,464 | -180 | -6.8% | -$2.86万 | 减仓 |
| PFE | PFIZER INC 看涨期权 | $39.25万 | 0.03% | 16,300 | -32,700 | -66.7% | -$78.74万 | 重新持有 |
| USB | US BANCORP | $39.76万 | 0.03% | 6,582 | 1,586 | 31.7% | $9.58万 | 加仓 |
| DAL | DELTA AIR LINES INC | $40.55万 | 0.04% | 4,329 | 246 | 6.0% | $2.30万 | 加仓 |
| WELL | WELLTOWER INC | $40.72万 | 0.04% | 1,794 | 269 | 17.6% | $6.11万 | 加仓 |
| NULG | NUSHARES ETF TR | $40.87万 | 0.04% | 3,491 | 1,192 | 51.8% | $13.95万 | 加仓 |
| OC | OWENS CORNING NEW 看跌期权 | $41.33万 | 0.04% | 2,600 | 2,600 | — | $41.33万 | 新建仓 |
| ROKU | ROKU INC | $41.54万 | 0.04% | 3,007 | -1,530 | -33.7% | -$21.14万 | 减仓 |
| GOOG | ALPHABET INC 看涨期权 | $42.40万 | 0.04% | 1,200 | -2,200 | -64.7% | -$77.73万 | 重新持有 |
| AFL | AFLAC INC | $42.70万 | 0.04% | 3,642 | 3,642 | — | $42.70万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $43.70万 | 0.04% | 7,585 | 2,142 | 39.4% | $12.34万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $44.03万 | 0.04% | 2,311 | -5 | -0.2% | -$953 | 减仓 |
| AON | AON PLC | $44.18万 | 0.04% | 1,332 | 88 | 7.1% | $2.92万 | 加仓 |
| VO | VANGUARD INDEX FDS | $44.24万 | 0.04% | 5,491 | -1 | -0.0% | -$81 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $44.39万 | 0.04% | 12,286 | -162 | -1.3% | -$5,853 | 减仓 |
| PULS | PGIM ETF TR | $46.60万 | 0.04% | 9,405 | 98 | 1.1% | $4,856 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $47.02万 | 0.04% | 1,424 | 304 | 27.1% | $10.04万 | 加仓 |
| OEF | ISHARES TR | $47.16万 | 0.04% | 1,289 | -45 | -3.4% | -$1.65万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $47.66万 | 0.04% | 1,600 | 1,600 | — | $47.66万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $48.00万 | 0.04% | 497 | 497 | — | $48.00万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $48.43万 | 0.04% | 4,378 | 589 | 15.5% | $6.52万 | 加仓 |
| CVX | CHEVRON CORPORATION | $48.54万 | 0.04% | 2,928 | 673 | 29.8% | $11.16万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $49.31万 | 0.04% | 4,492 | 505 | 12.7% | $5.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $50.04万 | 0.04% | 1,000 | 1,000 | — | $50.04万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $50.36万 | 0.04% | 2,278 | 2,278 | — | $50.36万 | 新建仓 |
| HON | HONEYWELL INTL INC | $51.00万 | 0.04% | 2,278 | -6,398 | -73.7% | -$143.25万 | 减仓 |
| UNP | UNION PAC CORP | $52.18万 | 0.05% | 1,918 | 88 | 4.8% | $2.39万 | 加仓 |
| PLD | PROLOGIS INC. | $52.29万 | 0.05% | 3,860 | 7 | 0.2% | $948 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $52.43万 | 0.05% | 2,200 | -800 | -26.7% | -$19.07万 | 减仓 |
| NFLX | NETFLIX INC. | $52.49万 | 0.05% | 7,351 | 159 | 2.2% | $1.14万 | 加仓 |
| VFH | VANGUARD WORLD FD | $52.94万 | 0.05% | 4,023 | -99 | -2.4% | -$1.30万 | 减仓 |
| ALB | ALBEMARLE CORP 看涨期权 | $54.01万 | 0.05% | 4,000 | 4,000 | — | $54.01万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $55.16万 | 0.05% | 11,561 | 22 | 0.2% | $1,050 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $55.51万 | 0.05% | 4,386 | 110 | 2.6% | $1.39万 | 加仓 |
| IBTH | ISHARES TR | $55.91万 | 0.05% | 24,992 | 1,668 | 7.2% | $3.73万 | 加仓 |
| SNOW | SNOWFLAKE INC | $56.09万 | 0.05% | 2,204 | 602 | 37.6% | $15.32万 | 加仓 |
| IEMG | ISHARES INC | $57.41万 | 0.05% | 6,930 | -88 | -1.3% | -$7,290 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.61万 | 0.05% | 2,435 | 56 | 2.4% | $1.32万 | 加仓 |
| OKLO | OKLO INC | $59.03万 | 0.05% | 11,281 | 7,202 | 176.6% | $37.69万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $59.20万 | 0.05% | 4,425 | 22 | 0.5% | $2,943 | 加仓 |
| O | REALTY INCOME CORP | $62.70万 | 0.05% | 10,119 | 2,108 | 26.3% | $13.06万 | 加仓 |
| HD | HOME DEPOT INC | $63.09万 | 0.05% | 1,789 | 150 | 9.2% | $5.29万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $63.15万 | 0.05% | 21,531 | 286 | 1.3% | $8,388 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $63.92万 | 0.06% | 18,890 | 57 | 0.3% | $1,929 | 加仓 |
| ORCL | ORACLE CORP | $64.21万 | 0.06% | 4,381 | 157 | 3.7% | $2.30万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $64.54万 | 0.06% | 10,263 | 3,992 | 63.7% | $25.11万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP 看涨期权 | $64.60万 | 0.06% | 7,000 | 7,000 | — | $64.60万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $65.23万 | 0.06% | 565 | 249 | 78.8% | $28.75万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $65.37万 | 0.06% | 35,071 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP 看涨期权 | $65.63万 | 0.06% | 4,700 | 1,300 | 38.2% | $18.15万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $67.30万 | 0.06% | 1,600 | 1,100 | 220.0% | $46.27万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $68.40万 | 0.06% | 9,600 | 3 | 0.0% | $214 | 加仓 |
| LIN | LINDE PLC | $68.54万 | 0.06% | 1,321 | 81 | 6.5% | $4.20万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $68.86万 | 0.06% | 9,099 | -179 | -1.9% | -$1.35万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $69.93万 | 0.06% | 16,516 | 1,236 | 8.1% | $5.23万 | 加仓 |
| ETN | EATON CORP PLC | $72.87万 | 0.06% | 1,710 | -1,461 | -46.1% | -$62.26万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $73.41万 | 0.06% | 962 | -51 | -5.0% | -$3.89万 | 减仓 |
| — | SOLITARIO RESOURCES CORP | $74.10万 | 0.06% | 984,900 | 222,000 | 29.1% | $16.70万 | 加仓 |
| SHOP | SHOPIFY INC | $78.65万 | 0.07% | 6,888 | 1,650 | 31.5% | $18.84万 | 加仓 |