13F 机构持仓

Focus Financial Network, Inc.

MINNEAPOLIS MN · SEC CIK 0002010942

2026Q22026Q1 更早 9 个季度 🔒
$27.89亿2026Q1 申报市值
729持仓数
34.1%前十大占比 · 第一大 10.1%
49 / 41新建仓 / 清仓
申报市值走势$32.31亿2026Q2
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

NVDA 10.1%
SCHG 4.9%
QQQ 3.3%
AAPL 3.1%
IVV 2.6%
AMZN 2.3%
SCHD 2.2%
AGG 2.2%
VTV 1.9%
FNDF 1.4%

2026Q1 买入最多 按季末市值估算

FESM 加仓+$2,534.16万
AKRE 新建仓+$2,070.97万
SNDK 新建仓+$971.63万
VTV 加仓+$903.40万
CORO 新建仓+$684.08万

2026Q1 卖出最多 按季末市值估算

SPSM 减仓-$2,694.78万
SPY 减仓-$975.13万
QUAL 减仓-$615.69万
SCHD 减仓-$615.00万
EFV 减仓-$501.58万

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
NVDA NVIDIA CORPORATION $2.83亿10.14%1,622,094 -6,538-0.4% -$114.03万 减仓
SCHG SCHWAB STRATEGIC TR $1.38亿4.94%4,731,526 -30,258-0.6% -$88.14万 减仓
QQQ INVESCO QQQ TR $9,199.68万3.30%159,390 -6,586-4.0% -$380.13万 减仓
AAPL APPLE INC $8,611.45万3.09%339,314 -3,533-1.0% -$89.66万 减仓
IVV ISHARES TR $7,378.74万2.65%112,961 6,6186.2% $432.30万 加仓
AMZN AMAZON COM INC $6,391.46万2.29%306,884 -2,583-0.8% -$53.80万 减仓
SCHD SCHWAB STRATEGIC TR $6,084.38万2.18%1,983,174 -200,456-9.2% -$615.00万 减仓
AGG ISHARES TR $6,039.91万2.17%608,432 22,3903.8% $222.27万 加仓
VTV VANGUARD INDEX FDS $5,438.23万1.95%277,178 46,04519.9% $903.40万 加仓
FNDF SCHWAB STRATEGIC TR $3,798.92万1.36%776,400 119,26218.1% $583.55万 加仓
IEF ISHARES TR $3,661.40万1.31%383,634 13,1933.6% $125.91万 加仓
QLD PROSHARES TR $3,656.75万1.31%599,468 1340.0% $8,174 加仓
VXUS VANGUARD STAR FDS $3,611.34万1.29%468,336 -2,589-0.5% -$19.96万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $3,546.65万1.27%343,103 13,4294.1% $138.82万 加仓
VYM VANGUARD WHITEHALL FDS $3,540.73万1.27%239,077 6,8322.9% $101.18万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,864.03万1.03%59,767 -6,932-10.4% -$332.18万 减仓
GOOGL ALPHABET INC $2,859.32万1.03%99,434 -8,553-7.9% -$245.95万 减仓
FESM FIDELITY COVINGTON TRUST $2,765.56万0.99%727,780 666,8851,095.1% $2,534.16万 加仓
VEA VANGUARD TAX-MANAGED FDS $2,710.69万0.97%423,017 18,3374.5% $117.50万 加仓
SPY STATE STR SPDR S&P 500 ETF T $2,528.09万0.91%38,873 -14,994-27.8% -$975.13万 减仓
VIG VANGUARD SPECIALIZED FUNDS $2,350.10万0.84%109,276 3,5273.3% $75.85万 加仓
MSFT MICROSOFT CORP $2,307.13万0.83%62,326 -4,338-6.5% -$160.58万 减仓
IWR ISHARES TR $2,157.10万0.77%221,855 -3,514-1.6% -$34.17万 减仓
AKRE PROFESIONALLY MANAGED PORTFO $2,070.97万0.74%391,859 391,859— $2,070.97万 新建仓
SCHV SCHWAB STRATEGIC TR $1,942.37万0.70%636,842 -77,839-10.9% -$237.41万 减仓
EMXC ISHARES INC $1,846.95万0.66%234,802 4,2681.9% $33.57万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $1,811.97万0.65%240,986 1,5030.6% $11.30万 加仓
XLK SELECT SECTOR SPDR TR $1,807.65万0.65%136,016 -8,051-5.6% -$107.00万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $1,797.58万0.64%123,954 4,3913.7% $63.68万 加仓
SCHB SCHWAB STRATEGIC TR $1,756.22万0.63%699,691 37,9325.7% $95.21万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,749.76万0.63%323,729 5,1881.6% $28.04万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $1,687.74万0.61%222,013 11,7555.6% $89.36万 加仓
IVW ISHARES TR $1,665.37万0.60%147,235 -17,398-10.6% -$196.79万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $1,636.79万0.59%415,114 19,2734.9% $75.99万 加仓
SPYM SPDR SERIES TRUST $1,630.95万0.58%213,084 -35,470-14.3% -$271.49万 减仓
SGOL ETFS GOLD TR $1,599.25万0.57%358,416 2720.1% $1.21万 加仓
SCHX SCHWAB STRATEGIC TR $1,572.65万0.56%613,359 -29,225-4.5% -$74.93万 减仓
DGRW WISDOMTREE TR $1,560.56万0.56%177,659 1,8691.1% $16.42万 加仓
SCHM SCHWAB STRATEGIC TR $1,503.38万0.54%485,586 58,63213.7% $181.52万 加仓
QUAL ISHARES TR $1,492.74万0.54%77,824 -32,099-29.2% -$615.69万 减仓
QQQM INVESCO EXCH TRADED FD TR II $1,421.08万0.51%59,805 -16,444-21.6% -$390.74万 减仓
VBK VANGUARD INDEX FDS $1,416.53万0.51%46,866 1,0682.3% $32.28万 加仓
GLD SPDR GOLD TR $1,294.91万0.46%30,094 -3,430-10.2% -$147.59万 减仓
GTO INVESCO ACTIVELY MANAGED EXC $1,276.66万0.46%272,616 -36,974-11.9% -$173.15万 减仓
IMTM ISHARES TR $1,245.73万0.45%259,419 10,2044.1% $49.00万 加仓
ILTB ISHARES TR $1,244.95万0.45%254,176 11,3814.7% $55.74万 加仓
SCHF SCHWAB STRATEGIC TR $1,218.87万0.44%492,472 14,5133.0% $35.92万 加仓
SCHA SCHWAB STRATEGIC TR $1,204.12万0.43%414,071 -13,704-3.2% -$39.85万 减仓
IQLT ISHARES TR $1,158.56万0.42%250,607 49,80424.8% $230.24万 加仓
DYNF BLACKROCK ETF TRUST $1,133.39万0.41%194,808 9,6045.2% $55.88万 加仓
VTI VANGUARD INDEX FDS $1,074.39万0.39%33,490 1,4314.5% $45.91万 加仓
BSV VANGUARD BD INDEX FDS $1,063.81万0.38%135,672 -28,809-17.5% -$225.89万 减仓
COST COSTCO WHOLESALE CORPORATION $1,022.65万0.37%10,263 -571-5.3% -$56.90万 减仓
IUSB ISHARES TR $1,002.41万0.36%217,019 53,85533.0% $248.76万 加仓
SNDK SANDISK CORP $971.63万0.35%15,293 15,293— $971.63万 新建仓
VHT VANGUARD WORLD FD $960.34万0.34%35,264 -2,452-6.5% -$66.77万 减仓
UNH UNITEDHEALTH GROUP INC $933.91万0.33%34,514 -3,238-8.6% -$87.62万 减仓
JPM JPMORGAN CHASE & CO $933.59万0.33%31,737 -1,163-3.5% -$34.21万 减仓
SPSM SPDR SERIES TRUST $913.74万0.33%189,103 -557,695-74.7% -$2,694.78万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $895.93万0.32%131,214 1,9741.5% $13.48万 加仓
SCHP SCHWAB STRATEGIC TR $894.67万0.32%336,215 11,6783.6% $31.08万 加仓
NVT NVENT ELEC PLC $869.06万0.31%73,475 -752-1.0% -$8.89万 减仓
VOO VANGUARD INDEX FDS $828.09万0.30%13,858 1,81015.0% $108.16万 加仓
IVE ISHARES TR $819.17万0.29%38,795 -22,564-36.8% -$476.44万 减仓
EFV ISHARES TR $809.87万0.29%108,927 -67,462-38.2% -$501.58万 减仓
MMM 3M CO $773.47万0.28%53,258 -5,050-8.7% -$73.34万 减仓
MUB ISHARES TR $758.99万0.27%71,502 8,17612.9% $86.79万 加仓
SCHO SCHWAB STRATEGIC TR $721.35万0.26%297,217 -21,633-6.8% -$52.50万 减仓
CAT CATERPILLAR INC $700.17万0.25%9,883 -641-6.1% -$45.41万 减仓
CORO BLACKROCK ETF TRUST $684.08万0.25%212,758 212,758— $684.08万 新建仓
JNJ JOHNSON & JOHNSON $682.91万0.24%27,938 -2,954-9.6% -$72.21万 减仓
JQUA J P MORGAN EXCHANGE TRADED F $678.62万0.24%110,668 8020.7% $4.92万 加仓
AVGO BROADCOM INC $646.30万0.23%20,882 -2,895-12.2% -$89.60万 减仓
XEL XCEL ENERGY INC $637.89万0.23%80,298 -12,605-13.6% -$100.13万 减仓
DAL DELTA AIR LINES INC $635.38万0.23%95,575 1170.1% $7,778 加仓
LLY ELI LILLY & CO $633.90万0.23%6,892 -364-5.0% -$33.48万 减仓
PNR PENTAIR PLC $632.76万0.23%72,640 10.0% $87 加仓
BINC BLACKROCK ETF TRUST II $631.93万0.23%121,689 39,37347.8% $204.46万 加仓
SHY ISHARES TR $622.94万0.22%75,444 -21,236-22.0% -$175.34万 减仓
TSLA TESLA INC $599.42万0.21%16,124 -991-5.8% -$36.84万 减仓
RSP INVESCO EXCHANGE TRADED FD T $590.29万0.21%30,757 -1,056-3.3% -$20.27万 减仓
XLE SELECT SECTOR SPDR TR $580.70万0.21%94,793 -475-0.5% -$2.91万 减仓
PFM INVESCO EXCHANGE TRADED FD T $578.74万0.21%113,274 -201-0.2% -$1.03万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $570.84万0.20%123,906 9,1708.0% $42.25万 加仓
VUG VANGUARD INDEX FDS $563.65万0.20%12,904 9908.3% $43.24万 加仓
META META PLATFORMS INC $560.88万0.20%9,803 -193-1.9% -$11.04万 减仓
EMLP FIRST TR EXCHANGE-TRADED FD $558.95万0.20%128,024 7,9576.6% $34.74万 加仓
AOM ISHARES TR $548.86万0.20%115,867 16,85717.0% $79.85万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $520.52万0.19%46,987 1,8464.1% $20.45万 加仓
BND VANGUARD BD INDEX FDS $514.90万0.18%69,922 2070.3% $1.52万 加仓
SCHZ SCHWAB STRATEGIC TR $512.96万0.18%220,913 -177,924-44.6% -$413.14万 减仓
VRT VERTIV HOLDINGS CO $508.24万0.18%20,282 2,76915.8% $69.39万 加仓
VO VANGUARD INDEX FDS $503.10万0.18%17,519 2,66117.9% $76.42万 加仓
IONQ IONQ INC $502.60万0.18%174,332 2,5771.5% $7.43万 加仓
VGLT VANGUARD SCOTTSDALE FDS $498.83万0.18%90,115 6,9928.4% $38.70万 加仓
IEMG ISHARES INC $498.04万0.18%71,404 -44,036-38.1% -$307.15万 减仓
VGT VANGUARD WORLD FD $496.73万0.18%7,119 -743-9.5% -$51.84万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $495.41万0.18%14,619 8,311131.8% $281.65万 加仓
WMT WALMART INC $495.33万0.18%39,776 -1,496-3.6% -$18.63万 减仓
BBJP J P MORGAN EXCHANGE TRADED F $484.07万0.17%70,246 5,3428.2% $36.81万 加仓