Focus Partners Advisor Solutions, LLC
SAINT LOUIS MO · SEC CIK 0001868872
$99.24亿2026Q1 申报市值
1,249持仓数
44.2%前十大占比 · 第一大 7.8%
215 / 95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
VGIT 加仓+$3.64亿
DFSD 加仓+$1.91亿
VTIP 加仓+$1.54亿
DIMENSIONAL ETF 加仓+$7,411.04万
DFNM 加仓+$5,705.59万
2026Q1 卖出最多 按季末市值估算
AVIG 重新持有-$3,839.94万
WMT 减仓-$1,737.45万
LPLA 减仓-$932.43万
SGOV 重新持有-$686.59万
SCHF 减仓-$637.34万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $7.71亿 | 7.77% | 5,415,954 | 372,803 | 7.4% | $5,306.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6.93亿 | 6.99% | 17,846,261 | 1,907,134 | 12.0% | $7,411.04万 | 加仓 |
| BSVO | EA SERIES TRUST | $5.11亿 | 5.15% | 20,135,575 | 505,173 | 2.6% | $1,281.25万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4.72亿 | 4.76% | 7,933,002 | 6,110,756 | 335.3% | $3.64亿 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $4.11亿 | 4.14% | 4,117,972 | 212,979 | 5.5% | $2,125.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3.57亿 | 3.60% | 5,716,140 | 421,317 | 8.0% | $2,630.95万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3.20亿 | 3.22% | 6,055,401 | 280,730 | 4.9% | $1,481.48万 | 加仓 |
| IDEV | ISHARES TR | $3.16亿 | 3.18% | 3,779,896 | 206,462 | 5.8% | $1,723.95万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2.74亿 | 2.76% | 2,484,516 | 475,137 | 23.6% | $5,245.37万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2.66亿 | 2.68% | 7,702,569 | 685,041 | 9.8% | $2,365.39万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2.45亿 | 2.47% | 5,126,922 | 3,980,811 | 347.3% | $1.91亿 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2.40亿 | 2.42% | 4,949,965 | 313,543 | 6.8% | $1,519.39万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2.09亿 | 2.10% | 4,180,880 | 3,079,762 | 279.7% | $1.54亿 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.91亿 | 1.93% | 596,293 | 94,714 | 18.9% | $3,037.88万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.80亿 | 1.81% | 2,536,124 | 204,402 | 8.8% | $1,449.04万 | 加仓 |
| AAPL | APPLE INC | $1.42亿 | 1.43% | 561,206 | 58,760 | 11.7% | $1,490.83万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.27亿 | 1.28% | 3,727,832 | 284,986 | 8.3% | $968.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.21亿 | 1.22% | 3,301,011 | 509,576 | 18.3% | $1,872.93万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1.14亿 | 1.15% | 2,884,886 | 260,660 | 9.9% | $1,027.83万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1.01亿 | 1.02% | 3,146,810 | 457,271 | 17.0% | $1,473.10万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $8,658.69万 | 0.87% | 2,223,212 | 439,414 | 24.6% | $1,711.37万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $8,235.12万 | 0.83% | 1,825,892 | 211,846 | 13.1% | $955.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,092.41万 | 0.82% | 464,334 | -4,488 | -1.0% | -$78.22万 | 减仓 |
| IVV | ISHARES TR | $7,545.29万 | 0.76% | 115,547 | 74,241 | 179.7% | $4,847.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,386.69万 | 0.74% | 2,108,702 | 177,759 | 9.2% | $622.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,671.78万 | 0.67% | 940,007 | 100,473 | 12.0% | $713.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,478.01万 | 0.65% | 175,063 | 20,547 | 13.3% | $760.32万 | 加仓 |
| IEMG | ISHARES INC | $6,415.76万 | 0.65% | 920,419 | -18,269 | -1.9% | -$127.34万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $5,837.88万 | 0.59% | 744,552 | 481,254 | 182.8% | $3,773.41万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $5,745.75万 | 0.58% | 1,203,351 | 1,194,940 | 14,206.9% | $5,705.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,009.64万 | 0.50% | 782,578 | 81,412 | 11.6% | $521.16万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $4,769.19万 | 0.48% | 1,563,981 | -82,512 | -5.0% | -$251.61万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $4,702.38万 | 0.47% | 1,777,101 | 1,708,715 | 2,498.6% | $4,521.42万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,372.79万 | 0.44% | 542,778 | 82,523 | 17.9% | $664.83万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,368.32万 | 0.44% | 73,104 | 16,083 | 28.2% | $961.04万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,234.88万 | 0.43% | 380,902 | 74,859 | 24.5% | $832.28万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,206.15万 | 0.42% | 1,443,922 | -114,061 | -7.3% | -$332.26万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,172.29万 | 0.42% | 1,232,298 | 200,691 | 19.5% | $679.50万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,787.59万 | 0.38% | 1,234,545 | -73,338 | -5.6% | -$225.00万 | 减仓 |
| AMZN | AMAZON COM INC | $3,774.46万 | 0.38% | 181,324 | 1,564 | 0.9% | $32.56万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,689.01万 | 0.37% | 1,038,279 | 56,501 | 5.8% | $200.75万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,199.92万 | 0.32% | 757,924 | 510,922 | 206.8% | $2,157.09万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,159.31万 | 0.32% | 372,383 | 94,600 | 34.1% | $802.59万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,865.04万 | 0.29% | 131,877 | -1,742 | -1.3% | -$37.85万 | 减仓 |
| EFV | ISHARES TR | $2,847.71万 | 0.29% | 383,014 | -24,548 | -6.0% | -$182.51万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,794.48万 | 0.28% | 346,777 | 14,074 | 4.2% | $113.41万 | 加仓 |
| GOOG | ALPHABET INC | $2,770.00万 | 0.28% | 96,581 | 4,927 | 5.4% | $141.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,724.70万 | 0.27% | 56,868 | 2,636 | 4.9% | $126.30万 | 加仓 |
| GOOGL | ALPHABET INC | $2,594.60万 | 0.26% | 90,412 | 10,327 | 12.9% | $296.36万 | 加仓 |
| — | EXXON MOBIL CORP | $2,506.44万 | 0.25% | 147,724 | -15,521 | -9.5% | -$263.35万 | 减仓 |
| TSLA | TESLA INC | $2,470.58万 | 0.25% | 66,475 | 14,836 | 28.7% | $551.39万 | 加仓 |
| AVGO | BROADCOM INC | $2,432.01万 | 0.25% | 78,619 | 19,412 | 32.8% | $600.49万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2,417.36万 | 0.24% | 305,762 | -11,851 | -3.7% | -$93.69万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,366.83万 | 0.24% | 72,029 | 4,187 | 6.2% | $137.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,339.31万 | 0.24% | 79,568 | 10,301 | 14.9% | $302.85万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,207.21万 | 0.22% | 33,967 | 2,041 | 6.4% | $132.63万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2,070.18万 | 0.21% | 68,815 | -30,995 | -31.1% | -$932.43万 | 减仓 |
| META | META PLATFORMS INC | $2,062.60万 | 0.21% | 36,087 | 3,627 | 11.2% | $207.31万 | 加仓 |
| QUAL | ISHARES TR | $2,032.33万 | 0.20% | 105,955 | 36,097 | 51.7% | $692.38万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,018.66万 | 0.20% | 373,763 | 37,831 | 11.3% | $204.32万 | 加仓 |
| IWF | ISHARES TR | $2,017.11万 | 0.20% | 47,305 | 2,171 | 4.8% | $92.57万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,986.05万 | 0.20% | 75,826 | -7,176 | -8.6% | -$187.96万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,900.71万 | 0.19% | 246,492 | -24,718 | -9.1% | -$190.60万 | 减仓 |
| WMT | WALMART INC | $1,880.76万 | 0.19% | 151,339 | -139,807 | -48.0% | -$1,737.45万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,856.12万 | 0.19% | 749,946 | -257,512 | -25.6% | -$637.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,820.82万 | 0.18% | 31,591 | -2,561 | -7.5% | -$147.61万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,816.29万 | 0.18% | 310,265 | 289,721 | 1,410.2% | $1,696.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,804.69万 | 0.18% | 91,982 | -9,566 | -9.4% | -$187.69万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,730.75万 | 0.17% | 195,158 | 132,859 | 213.3% | $1,178.26万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,718.00万 | 0.17% | 79,887 | 6,786 | 9.3% | $145.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,668.35万 | 0.17% | 38,194 | -2,387 | -5.9% | -$104.27万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,662.77万 | 0.17% | 404,666 | 5,951 | 1.5% | $24.45万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $1,615.53万 | 0.16% | 441,523 | 2,731 | 0.6% | $9.99万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,615.07万 | 0.16% | 211,009 | -28,219 | -11.8% | -$215.99万 | 减仓 |
| WWD | WOODWARD INC | $1,481.03万 | 0.15% | 41,608 | 795 | 1.9% | $28.30万 | 加仓 |
| IDOG | ALPS ETF TR | $1,471.00万 | 0.15% | 353,164 | -376 | -0.1% | -$1.57万 | 减仓 |
| LLY | ELI LILLY & CO | $1,401.63万 | 0.14% | 15,241 | -997 | -6.1% | -$91.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,332.27万 | 0.13% | 64,382 | -4,957 | -7.1% | -$102.58万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,250.41万 | 0.13% | 111,534 | 83,415 | 296.6% | $935.17万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,241.09万 | 0.13% | 156,565 | 115,915 | 285.2% | $918.86万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,237.68万 | 0.12% | 271,523 | -3,917 | -1.4% | -$17.85万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,236.24万 | 0.12% | 50,577 | -11,557 | -18.6% | -$282.48万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $1,232.46万 | 0.12% | 496,958 | 13,894 | 2.9% | $34.46万 | 重新持有 |
| MRK | MERCK & CO INC | $1,175.42万 | 0.12% | 97,724 | -9,459 | -8.8% | -$113.77万 | 减仓 |
| IQLT | ISHARES TR | $1,163.60万 | 0.12% | 251,740 | 69,755 | 38.3% | $322.42万 | 加仓 |
| V | VISA INC | $1,163.09万 | 0.12% | 38,495 | 6,714 | 21.1% | $202.86万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,157.46万 | 0.12% | 253,718 | 17,779 | 7.5% | $81.11万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,144.86万 | 0.12% | 18,942 | 1,412 | 8.1% | $85.34万 | 加仓 |
| PEP | PEPSICO INC | $1,128.15万 | 0.11% | 72,643 | -32,537 | -30.9% | -$505.30万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,127.46万 | 0.11% | 153,104 | 27,866 | 22.3% | $205.21万 | 加仓 |
| IEI | ISHARES TR | $1,122.79万 | 0.11% | 94,670 | 92,863 | 5,139.1% | $1,101.36万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,091.71万 | 0.11% | 74,646 | -2,136 | -2.8% | -$31.24万 | 减仓 |
| IWN | ISHARES TR | $1,069.30万 | 0.11% | 56,411 | -3,174 | -5.3% | -$60.16万 | 减仓 |
| CAT | CATERPILLAR INC | $1,031.51万 | 0.10% | 14,560 | 2,884 | 24.7% | $204.32万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,028.01万 | 0.10% | 165,009 | 15,754 | 10.6% | $98.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,014.11万 | 0.10% | 428,799 | 331,456 | 340.5% | $783.89万 | 加仓 |
| ORCL | ORACLE CORP | $1,003.63万 | 0.10% | 68,228 | 6,696 | 10.9% | $98.50万 | 加仓 |
| IVLU | ISHARES TR | $999.25万 | 0.10% | 252,279 | -29,819 | -10.6% | -$118.11万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $986.34万 | 0.10% | 131,179 | 123,260 | 1,556.5% | $926.80万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $976.25万 | 0.10% | 193,011 | 60,573 | 45.7% | $306.38万 | 加仓 |