13F 机构持仓

Focused Wealth Management, Inc

Newburgh NY · SEC CIK 0001586052

2026Q22026Q1 更早 9 个季度 🔒
$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
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 15.8%
VTV 13.6%
QQQ 12.1%
VCIT 4.7%
VWO 3.1%
VYM 3.0%
AAPL 2.9%
VIGI 1.9%
GOOGL 1.6%
NVDA 1.6%

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
BA BOEING CO 看涨期权 $00.00%0 -3,600-100.0% -$71.65万 清仓
QQQ INVESCO QQQ TR 看涨期权 $00.00%0 -1,200-100.0% -$69.26万 清仓
— DIREXION SHARES ETF TRUST $00.00%0 -20,606-100.0% -$55.35万 清仓
ANET ARISTA NETWORKS INC $00.00%0 -3,323-100.0% -$40.80万 清仓
ADM ARCHER DANIELS MIDLAND CO $00.00%0 -5,412-100.0% -$39.34万 清仓
PLTR PALANTIR TECHNOLOGIES INC 看涨期权 $00.00%0 -2,400-100.0% -$35.11万 清仓
REGN REGENERON PHARMACEUTICALS $00.00%0 -384-100.0% -$29.65万 清仓
ROK ROCKWELL AUTOMATION INC 看跌期权 $00.00%0 -700-100.0% -$25.12万 清仓
UPS UNITED PARCEL SVCS INC 看跌期权 $00.00%0 -2,500-100.0% -$24.59万 清仓
SLV ISHARES SILVER TR $00.00%0 -3,370-100.0% -$22.96万 清仓
FSLY FASTLY INC $00.00%0 -7,677-100.0% -$22.31万 清仓
TKO TKO GROUP HOLDINGS INC 看跌期权 $00.00%0 -1,100-100.0% -$22.18万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -1,761-100.0% -$22.09万 清仓
TOL TOLL BROTHERS INC 看跌期权 $00.00%0 -1,600-100.0% -$21.84万 清仓
RKLB ROCKET LAB CORP $00.00%0 -3,283-100.0% -$21.08万 清仓
CRM SALESFORCE INC $00.00%0 -1,126-100.0% -$21.03万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -453-100.0% -$20.88万 清仓
CAPR CAPRICOR THERAPEUTICS INC $00.00%0 -6,681-100.0% -$20.31万 清仓
ABNB AIRBNB INC 看跌期权 $00.00%0 -1,600-100.0% -$20.20万 清仓
WFC WELLS FARGO & CO 看跌期权 $00.00%0 -2,500-100.0% -$19.90万 清仓
CRWD CROWDSTRIKE HLDGS INC 看涨期权 $00.00%0 -500-100.0% -$19.52万 清仓
PINS PINTEREST INC $00.00%0 -10,350-100.0% -$18.98万 清仓
RF REGIONS FINANCIAL CORP NEW 看跌期权 $00.00%0 -7,000-100.0% -$18.28万 清仓
KEY KEYCORP 看跌期权 $00.00%0 -9,000-100.0% -$18.05万 清仓
NFLX NETFLIX INC. 看涨期权 $00.00%0 -1,500-100.0% -$14.42万 清仓
APH AMPHENOL CORP 看跌期权 $00.00%0 -800-100.0% -$10.11万 清仓
RKLB ROCKET LAB CORP 看涨期权 $00.00%0 -1,400-100.0% -$8.99万 清仓
KEY KEYCORP $00.00%0 -3,492-100.0% -$7.00万 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 -2,000-100.0% -$5.22万 清仓
— SONO TEK CORP $00.00%0 -12,855-100.0% -$5.22万 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -294-100.0% -$2.90万 清仓
TOL TOLL BROTHERS INC $00.00%0 -47-100.0% -$6,414 清仓
TKO TKO GROUP HOLDINGS INC $00.00%0 -19-100.0% -$3,831 清仓
ROK ROCKWELL AUTOMATION INC $00.00%0 -2-100.0% -$718 清仓
AAOI APPLIED OPTOELECTRONICS INC $2,0740.00%14 14— $2,074 新建仓
— CURIS INC $2.61万0.00%50,049 -59,697-54.4% -$3.12万 减仓
ALB ALBEMARLE CORP $3.10万0.00%230 230— $3.10万 新建仓
WRBY WARBY PARKER INC 看涨期权 $4.55万0.00%1,500 1,500— $4.55万 新建仓
SCHW SCHWAB CHARLES CORP $4.68万0.00%507 507— $4.68万 新建仓
TER TERADYNE INC 看跌期权 $4.84万0.00%100 00.0% — 不变
TER TERADYNE INC 看涨期权 $4.84万0.00%100 00.0% — 不变
EMR EMERSON ELEC CO $5.39万0.00%377 377— $5.39万 新建仓
FANG DIAMONDBACK ENERGY INC $5.52万0.00%314 314— $5.52万 新建仓
OC OWENS CORNING NEW $6.71万0.01%422 422— $6.71万 新建仓
EOSE EOS ENERGY ENTERPRISES INC $7.82万0.01%13,307 390.3% $229 加仓
CCJ CAMECO CORP $8.13万0.01%798 798— $8.13万 新建仓
QCOM QUALCOMM INC 看跌期权 $9.24万0.01%500 500— $9.24万 新建仓
KHC KRAFT HEINZ CO 看涨期权 $9.45万0.01%4,000 4,000— $9.45万 新建仓
SCCO SOUTHERN COPPER CORP $9.69万0.01%556 556— $9.69万 新建仓
HYT BLACKROCK CORPOR HI YLD FD I $9.71万0.01%11,340 600.5% $514 加仓
SHOP SHOPIFY INC 看涨期权 $11.42万0.01%1,000 1,000— $11.42万 新建仓
CRWV COREWEAVE INC 看涨期权 $11.94万0.01%1,200 -1,300-52.0% -$12.94万 减仓
PCT PURECYCLE TECHNOLOGIES INC $12.17万0.01%15,005 00.0% — 不变
SCCO SOUTHERN COPPER CORP 看涨期权 $12.20万0.01%700 700— $12.20万 新建仓
QCOM QUALCOMM INC $14.26万0.01%772 13120.4% $2.42万 重新持有
AVGO BROADCOM INC 看跌期权 $15.11万0.01%400 400— $15.11万 新建仓
BBN BLACKROCK TAX MUNICPAL BD TR $16.57万0.01%10,249 -802,162-98.7% -$1,297.12万 减仓
EMR EMERSON ELEC CO 看跌期权 $17.18万0.01%1,200 1,200— $17.18万 新建仓
— RHINEBECK BANCORP INC $17.31万0.02%10,000 00.0% — 不变
FANG DIAMONDBACK ENERGY INC 看涨期权 $17.58万0.02%1,000 1,000— $17.58万 新建仓
ETV EATON VANCE TAX-MANAGED BUY- $18.77万0.02%12,615 780.6% $1,161 加仓
WFC WELLS FARGO & CO 看涨期权 $19.83万0.02%2,400 2,400— $19.83万 新建仓
MDT MEDTRONIC PLC $20.04万0.02%2,562 2,562— $20.04万 新建仓
DFUS DIMENSIONAL ETF TRUST $20.49万0.02%2,501 -2,532-50.3% -$20.75万 重新持有
CVS CVS HEALTH CORP $20.68万0.02%1,999 1,999— $20.68万 新建仓
DE DEERE & CO $20.71万0.02%327 327— $20.71万 新建仓
ROKU ROKU INC 看涨期权 $20.72万0.02%1,500 50050.0% $6.91万 重新持有
ES EVERSOURCE ENERGY $20.78万0.02%2,875 2,875— $20.78万 新建仓
F FORD MTR CO $20.85万0.02%15,002 1,65712.4% $2.30万 加仓
MRSH MARSH & MCLENNAN COS INC $21.06万0.02%1,264 1,264— $21.06万 新建仓
MTB M & T BK CORP $21.07万0.02%885 -127-12.5% -$3.02万 减仓
COF CAPITAL ONE FINL CORP $21.14万0.02%1,054 1,054— $21.14万 新建仓
UBER UBER TECHNOLOGIES INC $21.16万0.02%2,932 50220.7% $3.62万 重新持有
GEHC GE HEALTHCARE TECHNOLOGIES I $21.36万0.02%3,337 43214.9% $2.77万 加仓
TMO THERMO FISHER SCIENTIFIC INC $21.48万0.02%428 51.2% $2,510 加仓
OXY OCCIDENTAL PETE CORP $21.74万0.02%4,477 1,80267.4% $8.75万 重新持有
— INVESCO EXCH TRADED FD TR II $21.87万0.02%4,269 4,269— $21.87万 新建仓
ASML ASML HLDG NV $21.89万0.02%110 110— $21.89万 新建仓
HON HONEYWELL INTL INC 看跌期权 $22.39万0.02%1,000 1,000— $22.39万 新建仓
GILD GILEAD SCIENCES INC $22.53万0.02%1,784 1,784— $22.53万 新建仓
FIX COMFORT SYS USA INC $22.60万0.02%114 114— $22.60万 新建仓
DOCN DIGITALOCEAN HLDGS INC $22.66万0.02%1,443 1,443— $22.66万 新建仓
DDOG DATADOG INC $22.68万0.02%871 871— $22.68万 新建仓
EXC EXELON CORP $22.89万0.02%4,910 4,910— $22.89万 新建仓
WDC WESTERN DIGITAL CORP $23.19万0.02%363 363— $23.19万 新建仓
SPGI S&P GLOBAL INC $23.52万0.02%578 578— $23.52万 新建仓
LRCX LAM RESEARCH CORP $23.54万0.02%543 543— $23.54万 新建仓
ABNB AIRBNB INC $23.87万0.02%1,668 853104.7% $12.21万 加仓
APH AMPHENOL CORP $24.20万0.02%1,372 17214.3% $3.03万 加仓
WPC WP CAREY INC $24.26万0.02%3,393 -35-1.0% -$2,502 重新持有
PRU PRUDENTIAL FINL INC $24.42万0.02%2,262 41822.7% $4.51万 重新持有
CCJ CAMECO CORP 看跌期权 $24.58万0.02%1,700 1,700— $24.58万 新建仓
SCHE SCHWAB STRATEGIC TR $24.62万0.02%6,789 -1,813-21.1% -$6.57万 减仓
BNY BANK OF NY MELLON CORP $24.92万0.02%1,723 1,723— $24.92万 新建仓
MUB ISHARES TR $25.04万0.02%2,327 90.4% $969 加仓
FCX FREEPORT MCMORAN INC 看涨期权 $25.16万0.02%4,000 -2,000-33.3% -$12.58万 减仓
CMI CUMMINS INC $25.89万0.02%363 363— $25.89万 新建仓
IJH ISHARES TR $25.95万0.02%3,365 -7-0.2% -$540 减仓
IWF ISHARES TR $26.44万0.02%2,130 -2-0.1% -$248 减仓
BOND PIMCO ETF TR $27.01万0.02%2,929 210.7% $1,937 加仓