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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $80.72万 | 0.07% | 9,197 | 565 | 6.5% | $4.96万 | 加仓 |
| SAN | BANCO SANTANDER SA | $81.40万 | 0.07% | 58,986 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $82.46万 | 0.07% | 5,623 | 2,202 | 64.4% | $32.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $89.81万 | 0.08% | 1,546 | 115 | 8.0% | $6.68万 | 加仓 |
| BA | BOEING CO | $90.96万 | 0.08% | 4,202 | 376 | 9.8% | $8.14万 | 加仓 |
| TER | TERADYNE INC | $91.78万 | 0.08% | 1,897 | 166 | 9.6% | $8.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $93.01万 | 0.08% | 1,246 | -1 | -0.1% | -$746 | 减仓 |
| WFC | WELLS FARGO & CO | $96.48万 | 0.08% | 11,675 | 2,050 | 21.3% | $16.94万 | 加仓 |
| MRK | MERCK & CO INC | $100.57万 | 0.09% | 7,826 | 626 | 8.7% | $8.04万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $101.39万 | 0.09% | 31,973 | -16,121 | -33.5% | -$51.12万 | 减仓 |
| KOPN | KOPIN CORP | $102.62万 | 0.09% | 229,065 | 17,080 | 8.1% | $7.65万 | 加仓 |
| CRWV | COREWEAVE INC | $105.89万 | 0.09% | 10,638 | 461 | 4.5% | $4.59万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $106.15万 | 0.09% | 5,868 | 2,188 | 59.5% | $39.58万 | 加仓 |
| C | CITIGROUP INC 看涨期权 | $109.17万 | 0.09% | 7,800 | 5,000 | 178.6% | $69.98万 | 加仓 |
| GLW | CORNING INC | $110.73万 | 0.10% | 4,335 | 37 | 0.9% | $9,451 | 加仓 |
| DIS | DISNEY WALT CO | $113.29万 | 0.10% | 11,771 | 224 | 1.9% | $2.16万 | 加仓 |
| VHT | VANGUARD WORLD FD | $115.57万 | 0.10% | 3,865 | -47 | -1.2% | -$1.41万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $118.65万 | 0.10% | 10,170 | -201 | -1.9% | -$2.35万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $119.38万 | 0.10% | 13,859 | -133 | -1.0% | -$1.15万 | 减仓 |
| BIL | SPDR SERIES TRUST | $120.38万 | 0.10% | 13,136 | -710 | -5.1% | -$6.51万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $121.51万 | 0.11% | 3,563 | 33 | 0.9% | $1.13万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $122.50万 | 0.11% | 23,489 | 993 | 4.4% | $5.18万 | 加仓 |
| T | AT&T INC | $123.25万 | 0.11% | 59,543 | 4,081 | 7.4% | $8.45万 | 加仓 |
| CSCO | CISCO SYS INC | $127.77万 | 0.11% | 10,878 | 356 | 3.4% | $4.18万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $130.32万 | 0.11% | 1,393 | 131 | 10.4% | $12.26万 | 加仓 |
| LLY | ELI LILLY & CO 看涨期权 | $131.94万 | 0.11% | 1,100 | 1,100 | — | $131.94万 | 新建仓 |
| V | VISA INC | $132.41万 | 0.12% | 3,859 | 321 | 9.1% | $11.01万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $135.68万 | 0.12% | 73,461 | 1,997 | 2.8% | $3.69万 | 加仓 |
| MMM | 3M CO | $136.75万 | 0.12% | 8,446 | 85 | 1.0% | $1.38万 | 加仓 |
| V | VISA INC 看涨期权 | $137.24万 | 0.12% | 4,000 | 4,000 | — | $137.24万 | 新建仓 |
| IVW | ISHARES TR | $145.07万 | 0.13% | 10,548 | 212 | 2.1% | $2.92万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $148.82万 | 0.13% | 24,214 | 1,299 | 5.7% | $7.98万 | 加仓 |
| IVV | ISHARES TR | $150.52万 | 0.13% | 2,010 | 33 | 1.7% | $2.47万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $159.63万 | 0.14% | 4,314 | 3 | 0.1% | $1,110 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $161.50万 | 0.14% | 125,391 | -6,403 | -4.9% | -$8.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $173.14万 | 0.15% | 1,500 | 900 | 150.0% | $103.89万 | 加仓 |
| MTUM | ISHARES TR | $184.52万 | 0.16% | 5,382 | -13 | -0.2% | -$4,457 | 减仓 |
| NUE | NUCOR CORP | $187.39万 | 0.16% | 8,413 | -516 | -5.8% | -$11.49万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $187.60万 | 0.16% | 6,298 | 155 | 2.5% | $4.62万 | 加仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $188.58万 | 0.16% | 185,795 | 691 | 0.4% | $7,014 | 加仓 |
| PRTA | PROTHENA CORP PLC | $203.09万 | 0.18% | 207,445 | 42 | 0.0% | $411 | 加仓 |
| VOO | VANGUARD INDEX FDS | $211.94万 | 0.18% | 3,086 | 56 | 1.8% | $3.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $225.81万 | 0.20% | 8,891 | 1,427 | 19.1% | $36.24万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $234.74万 | 0.20% | 73,426 | 2,674 | 3.8% | $8.55万 | 加仓 |
| AMAT | APPLIED MATLS INC | $236.79万 | 0.21% | 3,275 | -163 | -4.7% | -$11.79万 | 减仓 |
| ABBV | ABBVIE INC | $244.69万 | 0.21% | 9,724 | 362 | 3.9% | $9.11万 | 加仓 |
| AVGO | BROADCOM INC | $246.41万 | 0.21% | 6,523 | 400 | 6.5% | $15.11万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $250.00万 | 0.22% | 152,624 | -4,507 | -2.9% | -$7.38万 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $254.64万 | 0.22% | 8,800 | 7,300 | 486.7% | $211.23万 | 加仓 |
| LLY | ELI LILLY & CO | $261.21万 | 0.23% | 2,178 | 556 | 34.3% | $66.68万 | 加仓 |
| MO | ALTRIA GROUP INC | $268.95万 | 0.23% | 37,381 | 3,077 | 9.0% | $22.14万 | 加仓 |
| PFE | PFIZER INC | $288.56万 | 0.25% | 119,833 | 4,575 | 4.0% | $11.02万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $295.00万 | 0.26% | 11,877 | -381 | -3.1% | -$9.46万 | 减仓 |
| GEV | GE VERNOVA INC | $317.29万 | 0.28% | 2,701 | 34 | 1.3% | $3.99万 | 加仓 |
| WMT | WALMART INC | $329.74万 | 0.29% | 29,114 | 359 | 1.2% | $4.07万 | 加仓 |
| — | EXXON MOBIL CORP | $350.09万 | 0.30% | 25,606 | 757 | 3.0% | $10.35万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $359.10万 | 0.31% | 8,640 | 466 | 5.7% | $19.37万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $400.97万 | 0.35% | 48,531 | -153 | -0.3% | -$1.26万 | 减仓 |
| GE | GE AEROSPACE | $406.62万 | 0.35% | 10,880 | -229 | -2.1% | -$8.56万 | 减仓 |
| IEF | ISHARES TR | $409.54万 | 0.36% | 43,305 | 2,606 | 6.4% | $24.65万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $409.96万 | 0.36% | 39,718 | -850 | -2.1% | -$8.77万 | 减仓 |
| INTC | INTEL CORP | $431.15万 | 0.37% | 30,878 | -3,750 | -10.8% | -$52.36万 | 减仓 |
| GOOG | ALPHABET INC | $469.96万 | 0.41% | 13,301 | 2,452 | 22.6% | $86.64万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $472.16万 | 0.41% | 4,669 | -1,025 | -18.0% | -$103.65万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $509.08万 | 0.44% | 91,610 | 337 | 0.4% | $1.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $522.83万 | 0.45% | 15,973 | 488 | 3.2% | $15.97万 | 加仓 |
| BAC | BANK OF AMER CORP | $532.57万 | 0.46% | 93,466 | -1,028 | -1.1% | -$5.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $555.55万 | 0.48% | 11,102 | 499 | 4.7% | $24.97万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $558.78万 | 0.49% | 98,934 | 827 | 0.8% | $4.67万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $574.58万 | 0.50% | 20,433 | 5,491 | 36.7% | $154.41万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $589.08万 | 0.51% | 600,489 | 1,955 | 0.3% | $1.92万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $619.01万 | 0.54% | 58,227 | -382 | -0.7% | -$4.06万 | 减仓 |
| BX | BLACKSTONE INC | $670.06万 | 0.58% | 56,944 | 1,144 | 2.1% | $13.46万 | 加仓 |
| CAT | CATERPILLAR INC | $684.99万 | 0.60% | 6,432 | -1,086 | -14.4% | -$115.66万 | 减仓 |
| C | CITIGROUP INC | $704.55万 | 0.61% | 50,339 | 451 | 0.9% | $6.31万 | 加仓 |
| META | META PLATFORMS INC | $714.30万 | 0.62% | 12,681 | 160 | 1.3% | $9.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $849.71万 | 0.74% | 22,779 | 1,954 | 9.4% | $72.89万 | 加仓 |
| TSLA | TESLA INC | $1,145.45万 | 1.00% | 27,234 | 706 | 2.7% | $29.69万 | 加仓 |
| AMZN | AMAZON COM INC | $1,283.90万 | 1.12% | 53,869 | 798 | 1.5% | $19.02万 | 加仓 |
| IGV | ISHARES TR | $1,396.13万 | 1.21% | 154,098 | 1,787 | 1.2% | $16.19万 | 加仓 |
| EMXC | ISHARES INC | $1,411.03万 | 1.23% | 137,931 | 2,664 | 2.0% | $27.25万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,420.19万 | 1.23% | 118,825 | -959 | -0.8% | -$11.46万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $1,461.57万 | 1.27% | 293,487 | 293,487 | — | $1,461.57万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $1,497.74万 | 1.30% | 170,372 | -583 | -0.3% | -$5.13万 | 减仓 |
| SGOV | ISHARES TR | $1,521.67万 | 1.32% | 151,154 | -35,378 | -19.0% | -$356.15万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,533.49万 | 1.33% | 72,073 | 273 | 0.4% | $5.81万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,563.29万 | 1.36% | 347,476 | 38,391 | 12.4% | $172.72万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,624.50万 | 1.41% | 221,292 | 22,952 | 11.6% | $168.49万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,704.06万 | 1.48% | 317,863 | 12,049 | 3.9% | $64.59万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,814.72万 | 1.58% | 59,868 | 1,795 | 3.1% | $54.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,841.49万 | 1.60% | 92,033 | 5,199 | 6.0% | $104.03万 | 加仓 |
| GOOGL | ALPHABET INC | $1,846.10万 | 1.61% | 51,658 | 3,121 | 6.4% | $111.53万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2,183.57万 | 1.90% | 233,837 | 1,337 | 0.6% | $12.48万 | 加仓 |
| AAPL | APPLE INC | $3,324.80万 | 2.89% | 114,902 | 839 | 0.7% | $24.28万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,420.48万 | 2.97% | 216,445 | 3,487 | 1.6% | $55.11万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,523.20万 | 3.06% | 590,250 | 17,112 | 3.0% | $102.14万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,365.41万 | 4.67% | 649,173 | 69,242 | 11.9% | $572.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.39亿 | 12.06% | 188,384 | 2,229 | 1.2% | $164.14万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.57亿 | 13.64% | 719,710 | 22,919 | 3.3% | $499.47万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.82亿 | 15.85% | 1,531,390 | 28,949 | 1.9% | $344.46万 | 加仓 |