13F 机构持仓

Focus Partners Advisor Solutions, LLC

SAINT LOUIS MO · SEC CIK 0001868872

2026Q22026Q1 更早 9 个季度 🔒
$117.97亿2026Q2 申报市值
1,243持仓数
44.2%前十大占比 · 第一大 8.2%
144 / 196新建仓 / 清仓
申报市值走势$117.97亿2026Q2
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

ITOT 8.2%
DIMENSIONAL ET 6.6%
BSVO 5.2%
VGIT 4.8%
AVDV 4.1%
DIMENSIONAL ET 3.3%
AVUV 3.2%
DFEM 3.0%
IDEV 3.0%
DFIV 2.7%

2026Q2 买入最多 按季末市值估算

VGIT 加仓+$9,838.76万
ITOT 加仓+$7,278.06万
AVUV 加仓+$6,429.83万
AVDV 加仓+$5,918.31万
DFSD 加仓+$5,789.21万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 减仓-$1,647.32万
DIMENSIONAL ETF 减仓-$1,060.14万
DFAX 减仓-$880.02万
MSFT 减仓-$745.74万
IEMG 减仓-$698.81万

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
PM PHILIP MORRIS INTL INC $783.02万0.07%43,282 13,36244.7% $241.73万 加仓
SPYV SPDR SERIES TRUST $783.30万0.07%128,853 7,2566.0% $44.11万 加仓
BAC BANK OF AMER CORP $795.20万0.07%139,558 11,0398.6% $62.90万 加仓
IJS ISHARES TR $800.19万0.07%58,544 35,063149.3% $479.24万 加仓
MUB ISHARES TR $800.20万0.07%74,353 4,3996.3% $47.34万 加仓
IUSV ISHARES TR $804.01万0.07%72,992 41,559132.2% $457.77万 加仓
ORCL ORACLE CORP $811.60万0.07%55,380 -12,848-18.8% -$188.29万 减仓
WDC WESTERN DIGITAL CORP $830.67万0.07%13,005 -6,520-33.4% -$416.45万 减仓
DFSI DIMENSIONAL ETF TRUST $833.77万0.07%184,872 48,53635.6% $218.90万 加仓
COWZ PACER FDS TR $844.12万0.07%135,710 24,13221.6% $150.10万 加仓
LMT LOCKHEED MARTIN CORP $844.58万0.07%16,577 -2,365-12.5% -$120.49万 减仓
IVW ISHARES TR $850.07万0.07%61,809 3070.5% $4.22万 加仓
VCIT VANGUARD SCOTTSDALE FDS $862.47万0.07%104,351 17,99720.8% $148.75万 加仓
IJH ISHARES TR $868.06万0.07%112,574 -2,490-2.2% -$19.20万 减仓
VGT VANGUARD WORLD FD $888.51万0.08%74,342 23,43046.0% $280.03万 加仓
BND VANGUARD BD INDEX FDS $890.16万0.08%121,258 -31,846-20.8% -$233.78万 减仓
PYLD PIMCO ETF TR $891.62万0.08%336,206 30,86410.1% $81.85万 加仓
SCZ ISHARES TR $913.38万0.08%111,022 60,750120.8% $499.79万 加仓
FIX COMFORT SYS USA INC $916.57万0.08%4,624 -1,433-23.7% -$284.05万 减仓
IGM ISHARES TR $932.04万0.08%56,977 -12,286-17.7% -$200.98万 减仓
COST COSTCO WHOLESALE CORPORATION $959.76万0.08%10,259 1,75620.7% $164.28万 加仓
IBM INTERNATIONAL BUSINESS MACHS $974.91万0.08%34,668 -700-2.0% -$19.68万 减仓
ABBV ABBVIE INC $993.62万0.08%39,485 7,57623.7% $190.65万 加仓
IVLU ISHARES TR $1,005.78万0.09%240,537 -11,742-4.7% -$49.10万 减仓
LRCX LAM RESEARCH CORP $1,006.77万0.09%23,233 -620-2.6% -$26.87万 减仓
VYM VANGUARD WHITEHALL FDS $1,029.64万0.09%65,154 9,53917.2% $150.75万 加仓
GEV GE VERNOVA INC $1,043.80万0.09%8,884 -709-7.4% -$83.30万 减仓
PNC PNC FINL SVCS GROUP INC $1,047.28万0.09%42,534 1,0252.5% $25.24万 加仓
SLYV SPDR SERIES TRUST $1,090.13万0.09%99,910 3,3883.5% $36.97万 加仓
SGOV ISHARES TR $1,105.44万0.09%109,807 75,412219.3% $759.18万 加仓
MRK MERCK & CO INC $1,106.25万0.09%86,089 -11,635-11.9% -$149.51万 减仓
VCSH VANGUARD SCOTTSDALE FDS $1,112.88万0.09%140,816 -15,749-10.1% -$124.47万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $1,133.00万0.10%23,724 2,94514.2% $140.65万 加仓
VEU VANGUARD INTL EQUITY INDEX F $1,135.07万0.10%135,531 34,96434.8% $292.82万 加仓
VBK VANGUARD INDEX FDS $1,171.37万0.10%32,030 5511.8% $20.15万 加仓
— DIMENSIONAL ETF TRUST $1,181.29万0.10%451,563 22,7645.3% $59.55万 加仓
JNJ JOHNSON & JOHNSON $1,197.97万0.10%47,169 -3,408-6.7% -$86.55万 减仓
IEI ISHARES TR $1,200.23万0.10%102,190 7,5207.9% $88.32万 加仓
DFLV DIMENSIONAL ETF TRUST $1,206.47万0.10%305,126 66,58627.9% $263.28万 加仓
RSP INVESCO EXCHANGE TRADED FD T $1,210.87万0.10%56,909 7,81015.9% $166.18万 加仓
GE GE AEROSPACE $1,216.99万0.10%32,563 -1,550-4.5% -$57.93万 减仓
CVX CHEVRON CORPORATION $1,221.40万0.10%73,684 9,30214.4% $154.19万 加仓
CSCO CISCO SYS INC $1,231.66万0.10%104,857 7,2587.4% $85.25万 加仓
FBND FIDELITY MERRIMACK STR TR $1,234.58万0.10%271,396 17,6787.0% $80.42万 加仓
HD HOME DEPOT INC $1,236.58万0.10%35,062 6,82724.2% $240.78万 加仓
IQLT ISHARES TR $1,248.98万0.11%252,064 3240.1% $1.61万 加仓
HYMB SPDR SERIES TRUST $1,252.17万0.11%492,206 -4,752-1.0% -$12.09万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $1,257.54万0.11%139,571 8,3926.4% $75.61万 加仓
AVSC AMERICAN CENTY ETF TR $1,264.01万0.11%172,349 7,3404.4% $53.83万 加仓
IWN ISHARES TR $1,288.22万0.11%58,237 1,8263.2% $40.39万 加仓
SPDW SPDR INDEX SHS FDS $1,296.22万0.11%257,236 -14,287-5.3% -$71.99万 减仓
VLUE ISHARES TR $1,308.27万0.11%65,475 -1,576-2.4% -$31.49万 减仓
AVIV AMERICAN CENTY ETF TR $1,335.76万0.11%172,534 45,22035.5% $350.09万 加仓
AMD ADVANCED MICRO DEVICES INC $1,352.69万0.11%23,285 -466-2.0% -$27.07万 减仓
IDOG ALPS ETF TR $1,450.12万0.12%352,141 -1,023-0.3% -$4.21万 减仓
INTC INTEL CORP $1,461.93万0.12%104,700 -39,601-27.4% -$552.95万 减仓
V VISA INC $1,462.06万0.12%42,614 4,11910.7% $141.32万 加仓
SPMO INVESCO EXCH TRADED FD TR II $1,512.23万0.13%93,613 -17,921-16.1% -$289.50万 减仓
IEFA ISHARES TR $1,516.08万0.13%156,976 91,687140.4% $885.51万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1,660.59万0.14%70,179 -9,708-12.2% -$229.71万 减仓
LLY ELI LILLY & CO $1,677.74万0.14%13,987 -1,254-8.2% -$150.42万 减仓
WWD WOODWARD INC $1,722.52万0.15%40,488 -1,120-2.7% -$47.65万 减仓
USTB VICTORY PORTFOLIOS II $1,723.39万0.15%340,457 147,44676.4% $746.37万 加仓
VNQ VANGUARD INDEX FDS $1,795.54万0.15%186,201 -8,957-4.6% -$86.37万 减仓
VGSH VANGUARD SCOTTSDALE FDS $1,798.98万0.15%309,102 -1,163-0.4% -$6.77万 减仓
CWI SPDR INDEX SHS FDS $1,805.47万0.15%443,931 2,4080.5% $9.79万 加仓
LPLA LPL FINL HLDGS INC $1,815.26万0.15%64,443 -4,372-6.4% -$123.15万 减仓
VXUS VANGUARD STAR FDS $1,836.21万0.16%214,786 -31,706-12.9% -$271.06万 减仓
META META PLATFORMS INC $1,914.26万0.16%33,983 -2,104-5.8% -$118.52万 减仓
DFSU DIMENSIONAL ETF TRUST $1,941.17万0.16%416,292 11,6262.9% $54.21万 加仓
SYK STRYKER CORPORATION $1,986.01万0.17%63,079 -8,950-12.4% -$281.79万 减仓
MU MICRON TECHNOLOGY INC $2,061.83万0.17%17,862 -5,372-23.1% -$620.09万 减仓
SPYM SPDR SERIES TRUST $2,068.10万0.18%235,331 24,32211.5% $213.74万 加仓
CAT CATERPILLAR INC $2,224.32万0.19%20,887 6,32743.5% $673.78万 加仓
VWO VANGUARD INTL EQUITY INDEX F $2,266.50万0.19%379,782 6,0191.6% $35.92万 加仓
BIV VANGUARD BD INDEX FDS $2,273.07万0.19%296,358 189,635177.7% $1,454.50万 加仓
QUAL ISHARES TR $2,280.54万0.19%103,930 -2,025-1.9% -$44.43万 减仓
VUG VANGUARD INDEX FDS $2,296.53万0.19%266,619 37,45516.3% $322.62万 加仓
IWF ISHARES TR $2,351.13万0.20%189,347 1270.1% $1.58万 加仓
QQQ INVESCO QQQ TR $2,512.84万0.21%34,124 2,5338.0% $186.53万 加仓
SCHF SCHWAB STRATEGIC TR $2,534.94万0.21%915,139 165,19322.0% $457.58万 加仓
JPM JPMORGAN CHASE & CO $2,757.86万0.23%84,252 4,6845.9% $153.32万 加仓
VBR VANGUARD INDEX FDS $2,794.38万0.24%114,999 -16,878-12.8% -$410.12万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,812.49万0.24%56,205 -663-1.2% -$33.18万 减仓
TSLA TESLA INC $2,836.63万0.24%67,442 9671.5% $40.67万 加仓
SPTM SPDR SERIES TRUST $2,837.57万0.24%312,542 6,7802.2% $61.56万 加仓
VTV VANGUARD INDEX FDS $2,849.09万0.24%130,734 38,75242.1% $844.52万 加仓
WMT WALMART INC $3,022.52万0.26%266,864 115,52576.3% $1,308.44万 加仓
VB VANGUARD INDEX FDS $3,047.40万0.26%100,534 24,70832.6% $748.95万 加仓
GOOGL ALPHABET INC $3,294.45万0.28%92,186 1,7742.0% $63.40万 加仓
GOOG ALPHABET INC $3,516.81万0.30%99,533 2,9523.1% $104.30万 加仓
AVGO BROADCOM INC $3,554.93万0.30%94,108 15,48919.7% $585.10万 加仓
IJR ISHARES TR $3,694.64万0.31%249,116 201,550423.7% $2,989.19万 加仓
AVDE AMERICAN CENTY ETF TR $3,699.03万0.31%414,689 42,30611.4% $377.37万 加仓
SCHD SCHWAB STRATEGIC TR $3,873.20万0.33%1,221,445 -13,100-1.1% -$41.54万 减仓
DFCF DIMENSIONAL ETF TRUST $4,073.04万0.35%964,946 207,02227.3% $873.84万 加仓
SPY STATE STR SPDR S&P 500 ETF T $4,362.91万0.37%58,423 24,45672.0% $1,826.32万 加仓
AMZN AMAZON COM INC $4,568.18万0.39%191,666 10,3425.7% $246.49万 加仓
EFV ISHARES TR $4,715.26万0.40%615,971 232,95760.8% $1,783.29万 加仓
VOO VANGUARD INDEX FDS $4,860.77万0.41%70,775 -2,329-3.2% -$159.95万 减仓