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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 16
增持 70
减持 57
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$9.2M
148,286
+21%
增持
AAPL
APPLE INC
-$8.1M
482,339
+3%
减持
AGG
ISHARES TR
-$7.7M
445,607
-12%
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
XMHQ
INVESCO EXCHANGE TRADED FD T
+$7.4M
229,425
+66%
减持
IWS
ISHARES TR
-$6.9M
32,182
-66%
增持
QQQ
INVESCO QQQ TR
+$4.1M
171,743
+10%
减持
SCHG
SCHWAB STRATEGIC TR
-$3.6M
1,182,545
-1%
减持
GOVT
ISHARES TR
-$3.5M
53,985
-74%
增持
TSLA
TESLA INC
+$3.4M
30,466
+89%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.2M
56,182
-24%
减持
SHOP
SHOPIFY INC
-$3.0M
257,008
-2%
建仓
TFLO
ISHARES TR
+$2.8M
54,690
增持
SPYM
SPDR SER TR
+$2.5M
512,627
+15%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.3M
57,919
-64%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.0M
130,285
+50%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
139,281
+1%
减持
QUAL
ISHARES TR
-$2.0M
85,475
-13%
增持
XLE
SELECT SECTOR SPDR TR
+$2.0M
90,666
+18%
建仓
TLT
ISHARES TR
+$1.9M
21,698
减持
ESGU
ISHARES TR
-$1.8M
51,840
-25%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.8M
589,741
-2%
增持
IEF
ISHARES TR
+$1.8M
155,663
+21%
减持
EFG
ISHARES TR
-$1.8M
75,730
-14%
减持
IYW
ISHARES TR
-$1.6M
44,051
-23%
增持
VTEB
VANGUARD MUN BD FDS
+$1.6M
46,065
+284%
增持
EFV
ISHARES TR
+$1.5M
139,825
+28%
增持
QLD
PROSHARES TR
-$1.5M
297,911
+0%
减持
FEZ
SPDR INDEX SHS FDS
-$1.4M
10,000
-75%
增持
NOW
SERVICENOW INC
+$1.4M
11,450
+29%
减持
VSGX
VANGUARD WORLD FD
-$1.4M
16,516
-61%
增持
IVW
ISHARES TR
+$1.4M
91,800
+32%
减持
IEMG
ISHARES INC
-$1.3M
74,162
-24%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.3M
78,948
+37%
建仓
IOO
ISHARES TR
+$1.2M
16,698
增持
TGT
TARGET CORP
+$1.2M
57,453
+48%
减持
CWI
SPDR INDEX SHS FDS
-$1.2M
236,946
-13%
减持
DAL
DELTA AIR LINES INC DEL
-$1.2M
95,059
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
53,047
+4%
减持
AI
C3 AI INC
-$1.1M
68,000
-14%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.1M
409,995
-0%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
1,265,457
+1%
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$1.1M
43,880
建仓
SCHI
SCHWAB STRATEGIC TR
+$1.0M
24,872
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.0M
66,187
+179%
建仓
HYD
VANECK ETF TRUST
+$981.4K
20,000
减持
MBB
ISHARES TR
-$973.1K
44,549
-16%
增持
VXUS
VANGUARD STAR FDS
+$968.2K
381,170
+10%
减持
SDY
SPDR SER TR
-$935.5K
16,709
-28%
减持
USFR
WISDOMTREE TR
-$929.3K
139,391
-12%
增持
SPSM
SPDR SER TR
-$926.4K
565,225
+1%
增持
—
EXXON MOBIL CORP
+$914.2K
28,064
+26%
增持
VOO
VANGUARD INDEX FDS
+$910.4K
21,084
+16%
增持
BSV
VANGUARD BD INDEX FDS
+$891.3K
162,548
+8%
建仓
TCAF
T ROWE PRICE ETF INC
+$889.5K
35,852
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$881.9K
14,087
+217%
增持
MSFT
MICROSOFT CORP
-$817.4K
67,901
+4%
增持
—
PENTAIR PLC
+$797.1K
47,264
+35%
增持
IJH
ISHARES TR
+$762.6K
6,238
+104%
清仓
CDC
VICTORY PORTFOLIOS II
-$761.6K
0
-100%
减持
MMM
3M CO
-$754.0K
65,971
-5%
增持
AMZN
AMAZON COM INC
-$741.7K
293,083
+1%
减持
DCI
DONALDSON INC
-$721.5K
34,402
-22%
增持
SCHX
SCHWAB STRATEGIC TR
-$697.9K
540,830
+1%
减持
IJR
ISHARES TR
-$696.1K
86,266
-3%
增持
—
NVENT ELECTRIC PLC
+$693.9K
46,917
+35%
减持
DES
WISDOMTREE TR
-$670.8K
13,232
-64%
增持
VTI
VANGUARD INDEX FDS
+$659.9K
32,046
+15%
清仓
REGL
PROSHARES TR
-$655.3K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
-$649.0K
289,661
+0%
增持
VUSB
VANGUARD BD INDEX FDS
+$647.3K
76,960
+21%
增持
IWY
ISHARES TR
+$602.0K
8,446
+91%
建仓
UITB
VICTORY PORTFOLIOS II
+$595.7K
13,373
增持
IHDG
WISDOMTREE TR
+$578.1K
102,582
+21%
增持
XEL
XCEL ENERGY INC
-$554.5K
118,260
+0%
减持
TLH
ISHARES TR
-$549.5K
8,050
-34%
增持
VTIP
VANGUARD MALVERN FDS
+$547.3K
358,507
+4%
减持
IYK
ISHARES TR
-$535.3K
2,649
-49%
增持
JSML
JANUS DETROIT STR TR
+$526.2K
45,962
+43%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$520.4K
100,778
+15%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$520.2K
76,165
-4%
建仓
PSCI
INVESCO EXCH TRADED FD TR II
+$515.1K
5,179
清仓
FALN
ISHARES TR
-$514.5K
0
-100%
增持
TIP
ISHARES TR
+$508.9K
17,858
+43%
清仓
RZV
INVESCO EXCHANGE TRADED FD T
-$508.7K
0
-100%
减持
GIS
GENERAL MLS INC
-$507.5K
36,178
-2%
减持
EFA
ISHARES TR
-$506.3K
18,171
-25%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$499.5K
40,225
-20%
减持
NOBL
PROSHARES TR
-$497.3K
10,418
-31%
减持
ABT
ABBOTT LABS
-$495.6K
36,510
-1%
增持
SCHM
SCHWAB STRATEGIC TR
-$494.9K
196,427
+1%
减持
BA
BOEING CO
-$492.9K
21,850
-1%
减持
IBB
ISHARES TR
-$485.3K
33,051
-7%
减持
RTX
RTX CORPORATION
-$478.9K
5,758
-37%
建仓
PINS
PINTEREST INC
+$472.1K
17,464
建仓
XTN
SPDR SER TR
+$450.4K
6,012
增持
SPY
SPDR S&P 500 ETF TR
+$449.1K
42,784
+6%
增持
LLY
ELI LILLY & CO
+$443.8K
5,285
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$436.2K
219,184
+12%
增持
DGRW
WISDOMTREE TR
-$433.6K
185,070
+1%
增持
GOOG
ALPHABET INC
+$430.9K
18,630
+11%
增持
COP
CONOCOPHILLIPS
+$430.7K
8,986
+44%
增持
ILTB
ISHARES TR
-$429.4K
102,401
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$417.9K
56,434
-13%
减持
XLP
SELECT SECTOR SPDR TR
-$415.0K
62,156
-2%
减持
GLD
SPDR GOLD TR
-$414.9K
38,670
-2%
减持
EEM
ISHARES TR
-$408.0K
6,188
-62%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$404.0K
128,040
+3%
减持
VNQ
VANGUARD INDEX FDS
-$398.1K
23,131
-10%
增持
SLYV
SPDR SER TR
-$386.0K
129,566
+2%
建仓
IWV
ISHARES TR
+$383.4K
1,558
增持
RSPS
INVESCO EXCHANGE TRADED FD T
-$382.4K
103,287
+396%
减持
XLU
SELECT SECTOR SPDR TR
-$374.9K
30,190
-8%
减持
GOOGL
ALPHABET INC
-$372.4K
81,545
-12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$371.9K
78,759
+1%
增持
MCD
MCDONALDS CORP
-$360.4K
14,365
+3%
建仓
NJUL
INNOVATOR ETFS TRUST
+$360.1K
7,088
增持
HON
HONEYWELL INTL INC
-$357.9K
17,166
+1%
增持
GTO
POWERSHARES ACTIVELY MANAGED
-$351.6K
376,288
+2%
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$348.8K
0
-100%
建仓
ARKQ
ARK ETF TR
+$346.9K
6,613
增持
VEA
VANGUARD TAX-MANAGED FDS
-$344.6K
163,262
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$337.8K
48,457
-9%
减持
F
FORD MTR CO DEL
-$336.7K
99,709
-4%
增持
OKE
ONEOK INC NEW
+$336.3K
14,512
+53%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$333.7K
2,297
减持
XLRE
SELECT SECTOR SPDR TR
-$331.9K
20,408
-25%
增持
—
MEDTRONIC PLC
-$330.8K
43,379
+2%
减持
BAC
BANK AMERICA CORP
-$323.4K
53,939
-14%
减持
VDC
VANGUARD WORLD FD
-$323.2K
4,133
-25%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$322.6K
5,006
+146%
增持
RPG
INVESCO EXCHANGE TRADED FD T
-$318.9K
33,214
+284%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$317.3K
105,446
-4%
增持
CVX
CHEVRON CORP NEW
+$317.2K
14,976
+7%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$299.7K
64,200
-7%
增持
ADBE
ADOBE INC
+$298.5K
3,027
+19%
减持
ECL
ECOLAB INC
-$296.8K
16,646
-0%
清仓
LDOS
LEIDOS HOLDINGS INC
-$293.4K
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$289.8K
8,570
-16%
建仓
OXY
OCCIDENTAL PETE CORP
+$288.5K
4,440
增持
SCHR
SCHWAB STRATEGIC TR
+$287.5K
32,774
+26%
增持
JNJ
JOHNSON & JOHNSON
-$286.1K
30,886
+0%
减持
SCHK
SCHWAB STRATEGIC TR
-$284.3K
8,330
-43%
减持
UNH
UNITEDHEALTH GROUP INC
+$278.9K
62,001
-4%
减持
CAT
CATERPILLAR INC
+$277.2K
10,320
-0%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$275.6K
0
-100%
减持
WPC
WP CAREY INC
-$275.5K
9,433
-19%
增持
META
META PLATFORMS INC
+$272.4K
5,885
+13%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$270.8K
103,952
+2%
增持
IRT
INDEPENDENCE RLTY TR INC
-$267.5K
91,130
+7%
增持
ESML
ISHARES TR
-$263.4K
159,296
+0%