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Focus Financial Network, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Focus Financial Network, Inc.
报告期 2026-03-31 · CIK 0002010942
持仓数
729
前50大市值合计
$1.75B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
20Q4
20Q3
20Q2
20Q1
19Q4
19Q3
19Q2
19Q1
19Q3 调仓
2019-06-30 → 2019-09-30 · 共 150 项
建仓 30
增持 69
减持 43
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
QLTA
ISHARES TR
+$6.3M
136,196
+556%
建仓
FISV
FISERV INC
+$6.3M
60,499
建仓
SMLV
SPDR SER TR
+$2.7M
27,960
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
611,985
+5%
减持
AAPL
APPLE INC
+$2.2M
85,442
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.1M
39,336
-10%
增持
MTUM
ISHARES TR
+$2.0M
53,506
+44%
增持
AMZN
AMAZON COM INC
-$1.8M
14,184
+2%
建仓
QUS
SPDR SER TR
+$1.7M
19,638
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.6M
305,473
+5%
增持
IVV
ISHARES TR
+$1.4M
32,541
+16%
建仓
SPMB
SPDR SER TR
+$1.4M
54,260
增持
XEL
XCEL ENERGY INC
+$1.4M
103,978
+15%
建仓
RIGS
ALPS ETF TR
+$1.3M
53,072
增持
SCHO
SCHWAB STRATEGIC TR
+$1.3M
103,739
+33%
增持
QQQ
INVESCO QQQ TR
+$1.3M
76,013
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
47,796
+24%
建仓
IUSB
ISHARES TR
+$1.2M
23,022
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
367,806
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.1M
195,618
+11%
增持
DBEF
DBX ETF TR
+$1.1M
101,925
+49%
减持
AGG
ISHARES TR
-$1.1M
3,808
-72%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.0M
57,329
-6%
增持
SCHB
SCHWAB STRATEGIC TR
+$966.8K
382,350
+3%
减持
BA
BOEING CO
-$954.5K
13,736
-19%
增持
MMM
3M CO
+$897.4K
60,431
+16%
减持
MFUS
PIMCO EQUITY SER
-$805.0K
25,047
-53%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
+$748.0K
53,870
+6%
建仓
JPMB
J P MORGAN EXCHANGE TRADED F
+$744.8K
14,660
减持
BAC
BANK AMERICA CORP
-$703.4K
95,246
-21%
建仓
SPDW
SPDR INDEX SHS FDS
+$681.0K
23,194
减持
CSM
PROSHARES TR
-$672.3K
19,782
-33%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$664.7K
12,522
-65%
增持
RSPU
INVESCO EXCHANGE TRADED FD T
+$630.3K
43,351
+7%
增持
BDX
BECTON DICKINSON & CO
+$622.6K
5,084
+93%
清仓
EMDV
PROSHARES TR
-$619.9K
0
-100%
增持
IJR
ISHARES TR
+$615.6K
51,949
+19%
增持
SCHM
SCHWAB STRATEGIC TR
+$602.9K
394,543
+4%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$580.5K
76,332
+24%
增持
—
MEDTRONIC PLC
+$560.6K
40,418
+2%
增持
IEFA
ISHARES TR
+$545.0K
31,217
+41%
减持
CWB
SPDR SER TR
-$542.3K
39,157
-20%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$538.0K
29,806
-5%
增持
CWI
SPDR INDEX SHS FDS
+$526.8K
88,559
+103%
清仓
UOCT
INNOVATOR ETFS TRUST
-$525.1K
0
-100%
减持
IJS
ISHARES TR
-$514.8K
1,452
-71%
增持
SLYV
SPDR SER TR
+$504.8K
82,162
+10%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$495.7K
26,851
+48%
增持
JPM
JPMORGAN CHASE & CO.
+$487.6K
27,210
+12%
增持
GOOGL
ALPHABET INC
+$481.1K
2,781
+3%
减持
SCHP
SCHWAB STRATEGIC TR
-$481.0K
35,788
-20%
减持
BLES
NORTHERN LTS FD TR IV
-$463.8K
41,294
-27%
增持
XLU
SELECT SECTOR SPDR TR
+$461.2K
31,801
+19%
增持
BND
VANGUARD BD INDEX FDS
+$458.3K
67,107
+7%
增持
DGRW
WISDOMTREE TR
+$447.9K
180,680
+2%
增持
USMV
ISHARES TR
+$444.2K
32,563
+22%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$439.7K
39,103
+24%
建仓
WMB
WILLIAMS COS INC
+$426.9K
17,742
增持
CAT
CATERPILLAR INC
+$415.4K
12,490
+46%
建仓
VTEB
VANGUARD MUN BD FDS
+$406.4K
7,580
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$383.5K
14,466
-42%
增持
GLD
SPDR GOLD TR
+$381.5K
13,785
+20%
增持
QUAL
ISHARES TR
+$366.0K
9,284
+73%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$365.9K
11,330
+69%
减持
ALGN
ALIGN TECHNOLOGY INC
-$364.5K
2,749
-13%
建仓
REZ
ISHARES TR
+$361.4K
4,547
增持
TFI
SPDR SER TR
+$351.3K
19,863
+52%
减持
SCHF
SCHWAB STRATEGIC TR
-$351.0K
246,883
-3%
减持
MFDX
PIMCO EQUITY SER
-$340.3K
26,337
-34%
增持
T
AT&T INC
+$335.8K
51,678
+7%
增持
IXUS
ISHARES TR
+$334.7K
21,792
+38%
减持
TGT
TARGET CORP
+$330.2K
18,607
-3%
增持
SCHA
SCHWAB STRATEGIC TR
+$330.2K
161,427
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$323.9K
22,517
+18%
增持
SLYG
SPDR SER TR
+$313.1K
57,716
+12%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$301.9K
5,016
清仓
VIOG
VANGUARD ADMIRAL FDS INC
-$301.8K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$300.6K
54,415
+10%
减持
FNDF
SCHWAB STRATEGIC TR
-$299.6K
133,490
-6%
增持
EEMV
ISHARES INC
+$297.9K
10,771
+100%
减持
MO
ALTRIA GROUP INC
-$293.8K
19,402
-15%
建仓
SHOP
SHOPIFY INC
+$293.6K
942
减持
FSK
FS KKR CAP CORP
-$287.6K
17,288
-73%
建仓
STWD
STARWOOD PPTY TR INC
+$282.6K
11,442
增持
OHI
OMEGA HEALTHCARE INVS INC
+$281.1K
22,627
+25%
清仓
KBWD
INVESCO EXCH TRADED FD TR II
-$265.4K
0
-100%
减持
USCI
UNITED STS COMMODITY INDEX F
-$262.5K
8,797
-44%
增持
BOND
PIMCO ETF TR
+$258.2K
5,178
+82%
增持
MSFT
MICROSOFT CORP
+$255.8K
35,783
+2%
减持
NFLX
NETFLIX INC
-$255.7K
1,957
-8%
增持
MNA
INDEXIQ ETF TR
+$253.9K
42,287
+21%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$250.6K
7,359
+32%
建仓
PODD
INSULET CORP
+$249.9K
1,515
增持
USB
US BANCORP DEL
+$249.8K
77,741
+0%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$247.2K
1,124
建仓
DRI
DARDEN RESTAURANTS INC
+$245.8K
2,079
减持
SCHE
SCHWAB STRATEGIC TR
-$245.5K
116,472
-3%
建仓
CQQQ
INVESCO EXCH TRADED FD TR II
+$245.4K
5,363
增持
VTI
VANGUARD INDEX FDS
+$239.8K
26,738
+6%
清仓
HTHT
H WORLD GROUP LTD
-$232.2K
0
-100%
减持
VHT
VANGUARD WORLD FD
-$229.3K
33,752
-1%
增持
FNDE
SCHWAB STRATEGIC TR
+$227.8K
51,403
+26%
建仓
SYY
SYSCO CORP
+$227.4K
2,863
建仓
PTLC
PACER FDS TR
+$222.2K
7,150
减持
IHDG
WISDOMTREE TR
-$221.9K
46,752
-15%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$221.6K
58,358
-9%
减持
PG
PROCTER AND GAMBLE CO
+$221.4K
17,324
-2%
清仓
RZG
INVESCO EXCHANGE TRADED FD T
-$218.8K
0
-100%
建仓
DEO
DIAGEO PLC
+$218.6K
1,324
清仓
AOA
ISHARES TR
-$218.4K
0
-100%
增持
USFR
WISDOMTREE TR
+$216.4K
58,938
+17%
建仓
—
CHINA FD INC
+$213.5K
11,000
建仓
BN
BROOKFIELD CORP
+$213.0K
4,012
建仓
NOC
NORTHROP GRUMMAN CORP
+$211.4K
564
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$209.7K
3,854
建仓
FAST
FASTENAL CO
+$206.7K
6,326
建仓
ISD
PGIM HIGH YIELD BOND FUND IN
+$206.5K
13,815
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$204.0K
1,642
增持
SHY
ISHARES TR
+$203.6K
69,425
+4%
减持
AGZD
WISDOMTREE TR
-$202.5K
8,149
-34%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$201.1K
6,139
清仓
CI
THE CIGNA GROUP
-$200.7K
0
-100%
减持
HON
HONEYWELL INTL INC
-$195.2K
15,170
-4%
增持
XLP
SELECT SECTOR SPDR TR
+$195.1K
36,619
+4%
增持
JNJ
JOHNSON & JOHNSON
-$195.1K
24,403
+1%
减持
NVDA
NVIDIA CORPORATION
-$191.8K
18,922
-11%
建仓
SNAP
SNAP INC
+$188.1K
11,905
减持
SCHX
SCHWAB STRATEGIC TR
-$175.3K
245,938
-2%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$173.5K
70,590
+4%
增持
PFE
PFIZER INC
-$162.7K
36,953
+7%
减持
—
INDEXIQ ETF TR
-$157.7K
41,615
-14%
增持
SPY
SPDR S&P 500 ETF TR
+$155.3K
41,559
+0%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$152.3K
2,323
-26%
增持
IMCV
ISHARES TR
+$151.3K
3,991
+28%
减持
HD
HOME DEPOT INC
+$141.3K
7,824
-3%
增持
KXI
ISHARES TR
+$141.1K
26,539
+6%
增持
SGOL
ETFS GOLD TR
+$140.3K
18,714
+1%
减持
WTRE
WISDOMTREE TR
-$135.9K
7,620
-35%
增持
PYPL
PAYPAL HLDGS INC
-$129.1K
13,681
+1%
增持
ITA
ISHARES TR
+$127.0K
5,384
+7%
增持
CVS
CVS HEALTH CORP
+$123.8K
11,756
+4%
减持
SDOG
ALPS ETF TR
-$122.9K
14,766
-17%
减持
FNDC
SCHWAB STRATEGIC TR
-$122.8K
26,778
-11%
减持
SCHH
SCHWAB STRATEGIC TR
-$122.7K
46,568
-10%
减持
—
EXXON MOBIL CORP
-$119.8K
12,880
-4%
增持
DG
DOLLAR GEN CORP NEW
+$118.1K
2,035
+34%
增持
FNDA
SCHWAB STRATEGIC TR
+$116.8K
103,058
+3%
增持
BIBL
NORTHERN LTS FD TR IV
+$115.1K
66,155
+6%
减持
HYZD
WISDOMTREE TR
-$114.0K
11,219
-30%
减持
XLE
SELECT SECTOR SPDR TR
-$113.6K
9,347
-11%