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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $1.47亿 | 15.26% | 1,502,441 | 41,640 | 2.9% | $407.70万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.37亿 | 14.18% | 696,791 | 15,901 | 2.3% | $311.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.07亿 | 11.14% | 186,155 | 6,093 | 3.4% | $351.68万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,798.93万 | 4.98% | 579,931 | 32,783 | 6.0% | $271.28万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,153.91万 | 3.27% | 212,958 | 624 | 0.3% | $9.24万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,097.81万 | 3.21% | 573,138 | 13,250 | 2.4% | $71.62万 | 加仓 |
| AAPL | APPLE INC | $2,894.82万 | 3.00% | 114,063 | 7,096 | 6.6% | $180.09万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2,056.69万 | 2.13% | 232,500 | 1,503 | 0.7% | $13.30万 | 加仓 |
| SGOV | ISHARES TR | $1,877.64万 | 1.95% | 186,532 | -28,137 | -13.1% | -$283.23万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,521.04万 | 1.58% | 58,073 | 3,882 | 7.2% | $101.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,514.39万 | 1.57% | 86,834 | 34,636 | 66.4% | $604.05万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,509.80万 | 1.57% | 305,814 | -175,629 | -36.5% | -$867.08万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,460.58万 | 1.51% | 198,340 | 10,945 | 5.8% | $80.60万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,396.45万 | 1.45% | 309,085 | 17,353 | 5.9% | $78.40万 | 加仓 |
| GOOGL | ALPHABET INC | $1,395.73万 | 1.45% | 48,537 | 4,371 | 9.9% | $125.69万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,377.99万 | 1.43% | 71,800 | 305 | 0.4% | $5.85万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $1,313.67万 | 1.36% | 812,411 | 35,989 | 4.6% | $58.19万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,256.30万 | 1.30% | 34,191 | -329 | -1.0% | -$12.09万 | 减仓 |
| IGV | ISHARES TR | $1,219.25万 | 1.26% | 152,311 | 150,494 | 8,282.6% | $1,204.71万 | 重新持有 |
| AMZN | AMAZON COM INC | $1,105.30万 | 1.15% | 53,071 | 11,780 | 28.5% | $245.34万 | 加仓 |
| EMXC | ISHARES INC | $1,064.01万 | 1.10% | 135,267 | 135,267 | — | $1,064.01万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $1,044.70万 | 1.08% | 14,973 | -128 | -0.8% | -$8.93万 | 减仓 |
| TSLA | TESLA INC | $986.17万 | 1.02% | 26,528 | 2,174 | 8.9% | $80.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $770.89万 | 0.80% | 20,825 | 9,042 | 76.7% | $334.71万 | 加仓 |
| META | META PLATFORMS INC | $716.39万 | 0.74% | 12,521 | 1,776 | 16.5% | $101.61万 | 加仓 |
| BX | BLACKSTONE INC | $641.64万 | 0.67% | 55,800 | 5,038 | 9.9% | $57.93万 | 加仓 |
| C | CITIGROUP INC | $565.78万 | 0.59% | 49,888 | -69 | -0.1% | -$7,825 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $556.07万 | 0.58% | 98,107 | -1,066 | -1.1% | -$6.04万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $549.40万 | 0.57% | 58,609 | -294 | -0.5% | -$2.76万 | 减仓 |
| CAT | CATERPILLAR INC | $532.62万 | 0.55% | 7,518 | -783 | -9.4% | -$55.47万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $518.33万 | 0.54% | 598,534 | -8,840 | -1.5% | -$7.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $508.11万 | 0.53% | 10,603 | 300 | 2.9% | $14.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $481.71万 | 0.50% | 5,694 | 317 | 5.9% | $26.82万 | 加仓 |
| BAC | BANK AMERICA CORP | $460.66万 | 0.48% | 94,494 | -4,220 | -4.3% | -$20.57万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $456.73万 | 0.47% | 91,273 | -385 | -0.4% | -$1.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $455.51万 | 0.47% | 15,485 | 4,545 | 41.5% | $133.70万 | 加仓 |
| — | EXXON MOBIL CORP | $421.59万 | 0.44% | 24,849 | 807 | 3.4% | $13.69万 | 加仓 |
| IEF | ISHARES TR | $388.43万 | 0.40% | 40,699 | 5,359 | 15.2% | $51.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $362.19万 | 0.38% | 14,942 | 864 | 6.1% | $20.94万 | 加仓 |
| WMT | WALMART INC | $357.37万 | 0.37% | 28,755 | 1,431 | 5.2% | $17.78万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $344.46万 | 0.36% | 40,568 | 138 | 0.3% | $1.17万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $342.29万 | 0.35% | 12,258 | 5,030 | 69.6% | $140.46万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $330.80万 | 0.34% | 8,114 | 60 | 0.7% | $2.45万 | 加仓 |
| PFE | PFIZER INC | $323.65万 | 0.34% | 115,258 | 5,541 | 5.1% | $15.56万 | 加仓 |
| GE | GE AEROSPACE | $315.25万 | 0.33% | 11,109 | 97 | 0.9% | $2.75万 | 加仓 |
| GOOG | ALPHABET INC | $311.20万 | 0.32% | 10,849 | 1,590 | 17.2% | $45.61万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $270.58万 | 0.28% | 157,131 | -18,116 | -10.3% | -$31.20万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $237.23万 | 0.25% | 70,752 | 1,964 | 2.9% | $6.59万 | 加仓 |
| GEV | GE VERNOVA INC | $232.76万 | 0.24% | 2,667 | -79 | -2.9% | -$6.89万 | 减仓 |
| MO | ALTRIA GROUP INC | $226.37万 | 0.23% | 34,304 | 657 | 2.0% | $4.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $221.19万 | 0.23% | 8,174 | 1,263 | 18.3% | $34.18万 | 加仓 |
| ABBV | ABBVIE INC | $203.62万 | 0.21% | 9,362 | 793 | 9.3% | $17.25万 | 加仓 |
| PRTA | PROTHENA CORP PLC | $201.60万 | 0.21% | 207,403 | 99,924 | 93.0% | $97.13万 | 加仓 |
| — | HONEYWELL INTL INC | $196.11万 | 0.20% | 8,676 | 2,193 | 33.8% | $49.57万 | 加仓 |
| AVGO | BROADCOM INC | $189.51万 | 0.20% | 6,123 | 499 | 8.9% | $15.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $182.46万 | 0.19% | 7,464 | 514 | 7.4% | $12.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $181.07万 | 0.19% | 3,030 | 1,417 | 87.8% | $84.68万 | 加仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $177.70万 | 0.18% | 185,104 | 185,104 | — | $177.70万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $166.85万 | 0.17% | 131,794 | 119,849 | 1,003.3% | $151.73万 | 加仓 |
| T | AT&T INC | $160.78万 | 0.17% | 55,462 | -37,034 | -40.0% | -$107.36万 | 减仓 |
| INTC | INTEL CORP | $152.81万 | 0.16% | 34,628 | -31,374 | -47.5% | -$138.45万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $151.71万 | 0.16% | 10,371 | 560 | 5.7% | $8.19万 | 加仓 |
| NUE | NUCOR CORP | $150.99万 | 0.16% | 8,929 | -337 | -3.6% | -$5.70万 | 减仓 |
| LLY | ELI LILLY & CO | $149.15万 | 0.15% | 1,622 | 883 | 119.5% | $81.20万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $147.55万 | 0.15% | 48,094 | 313 | 0.7% | $9,603 | 加仓 |
| VTI | VANGUARD INDEX FDS | $138.30万 | 0.14% | 4,311 | -14 | -0.3% | -$4,491 | 减仓 |
| MTUM | ISHARES TR | $129.47万 | 0.13% | 5,395 | -130 | -2.4% | -$3.12万 | 减仓 |
| IVV | ISHARES TR | $129.16万 | 0.13% | 1,977 | -15 | -0.8% | -$9,800 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $127.22万 | 0.13% | 22,915 | 148 | 0.7% | $8,217 | 加仓 |
| BIL | SPDR SERIES TRUST | $126.89万 | 0.13% | 13,846 | -132,960 | -90.6% | -$1,218.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $125.79万 | 0.13% | 1,262 | 995 | 372.7% | $99.18万 | 加仓 |
| MMM | 3M CO | $121.42万 | 0.13% | 8,361 | 34 | 0.4% | $4,938 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $118.63万 | 0.12% | 71,464 | -407 | -0.6% | -$6,756 | 减仓 |
| AMAT | APPLIED MATLS INC | $117.51万 | 0.12% | 3,438 | -407 | -10.6% | -$13.91万 | 减仓 |
| IVW | ISHARES TR | $116.91万 | 0.12% | 10,336 | -5 | -0.0% | -$566 | 减仓 |
| ETN | EATON CORP PLC | $113.42万 | 0.12% | 3,171 | 1,893 | 148.1% | $67.71万 | 加仓 |
| DIS | DISNEY WALT CO | $111.29万 | 0.12% | 11,547 | 183 | 1.6% | $1.76万 | 加仓 |
| V | VISA INC | $106.92万 | 0.11% | 3,538 | 1,866 | 111.6% | $56.39万 | 加仓 |
| VHT | VANGUARD WORLD FD | $106.54万 | 0.11% | 3,912 | -177 | -4.3% | -$4.82万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $106.09万 | 0.11% | 22,496 | -1,125 | -4.8% | -$5.31万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $101.86万 | 0.11% | 2,332 | 3 | 0.1% | $1,310 | 加仓 |
| MRK | MERCK & CO INC | $86.61万 | 0.09% | 7,200 | 203 | 2.9% | $2.44万 | 加仓 |
| CSCO | CISCO SYS INC | $81.64万 | 0.08% | 10,522 | 96 | 0.9% | $7,449 | 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 |
| NEE | NEXTERA ENERGY INC | $80.17万 | 0.08% | 8,632 | 210 | 2.5% | $1.95万 | 加仓 |
| CRWV | COREWEAVE INC | $78.84万 | 0.08% | 10,177 | -50 | -0.5% | -$3,873 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $76.70万 | 0.08% | 15,280 | -5,677 | -27.1% | -$28.50万 | 减仓 |
| WFC | WELLS FARGO & CO | $76.63万 | 0.08% | 9,625 | 5,161 | 115.6% | $41.09万 | 加仓 |
| BA | BOEING CO | $76.15万 | 0.08% | 3,826 | 3,826 | — | $76.15万 | 新建仓 |
| BA | BOEING CO 看涨期权 | $71.65万 | 0.07% | 3,600 | 3,600 | — | $71.65万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $70.19万 | 0.07% | 9,278 | 772 | 9.1% | $5.84万 | 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 |
| NFLX | NETFLIX INC. | $69.15万 | 0.07% | 7,192 | 22 | 0.3% | $2,115 | 加仓 |
| SAN | BANCO SANTANDER SA | $66.54万 | 0.07% | 58,986 | 58,986 | — | $66.54万 | 新建仓 |
| — | SOLITARIO RESOURCES CORP | $62.56万 | 0.06% | 762,900 | 152,000 | 24.9% | $12.46万 | 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 |
| ORCL | ORACLE CORP | $62.14万 | 0.06% | 4,224 | 80 | 1.9% | $1.18万 | 加仓 |
| SHOP | SHOPIFY INC | $62.13万 | 0.06% | 5,238 | -320 | -5.8% | -$3.80万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $61.50万 | 0.06% | 9,597 | 9,597 | — | $61.50万 | 新建仓 |
| LIN | LINDE PLC | $61.50万 | 0.06% | 1,240 | 1,240 | — | $61.50万 | 新建仓 |