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Focus Partners顾问方案 · 13F 持仓分析
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Focus Partners顾问方案

Focus Partners Advisor Solutions, LLCNo.522 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$117.97亿
环比变动 Q1 2026
+$18.73亿+18.9%
持仓股票数
1243
新买入
188
加仓
539
减仓
486
清仓
194
持股不变
30
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托ITOT
8.16%7.77%$9.62亿585.9万股$7.71亿541.6万股+44.3万股+8.18%加仓
DDimensional维度ETF信托DFAC
6.62%6.99%$7.81亿1,760.7万股$6.93亿1,784.6万股-23.9万股-1.34%减仓
EEA SERIES TRUSTBSVO
5.22%5.15%$6.16亿2,110.2万股$5.11亿2,013.6万股+96.6万股+4.80%加仓
V先锋领航斯科茨代尔基金VGIT
4.8%4.76%$5.66亿960.1万股$4.72亿793.3万股+166.8万股+21.03%加仓
AAvantis US Small Cap Value ETFAVDV
4.1%4.14%$4.84亿469.2万股$4.11亿411.8万股+57.4万股+13.95%加仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
3.34%3.6%$3.94亿563.2万股$3.57亿571.6万股-8.4万股-1.46%减仓
AAvantis·U SAVUV
3.17%2.76%$3.74亿300.0万股$2.74亿248.5万股+51.5万股+20.74%加仓
DDimensional维度ETF信托DFEM
3.04%2.68%$3.59亿882.4万股$2.66亿770.3万股+112.2万股+14.56%加仓
IiShares安硕信托IDEV
3.02%3.18%$3.56亿400.4万股$3.16亿378.0万股+22.4万股+5.93%加仓
DDimensional维度ETF信托DFIV
2.72%3.22%$3.20亿593.1万股$3.20亿605.5万股-12.5万股-2.06%减仓
DDimensional维度ETF信托DFSD
2.57%2.47%$3.03亿633.9万股$2.45亿512.7万股+121.2万股+23.65%加仓
DDimensional维度·USDFUV
2.33%2.42%$2.75亿500.0万股$2.40亿495.0万股+5.0万股+1.01%加仓
V先锋领航·MALVERN FDSVTIP
2.13%2.1%$2.51亿499.6万股$2.09亿418.1万股+81.5万股+19.49%加仓
G通用动力VTI
1.93%1.93%$2.28亿61.7万股$1.91亿59.6万股+2.1万股+3.45%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
1.87%1.81%$2.21亿269.9万股$1.80亿253.6万股+16.3万股+6.42%加仓
苹果AAPL
1.43%1.43%$1.69亿58.3万股$1.42亿56.1万股+2.2万股+3.85%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
1.36%1.22%$1.61亿385.2万股$1.21亿330.1万股+55.0万股+16.68%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
1.09%1.28%$1.29亿348.9万股$1.27亿372.8万股-23.9万股-6.41%减仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
1.08%1.02%$1.27亿373.5万股$1.01亿314.7万股+58.8万股+18.68%加仓
DDimensional维度ETF信托DISV
1.06%1.15%$1.25亿311.9万股$1.14亿288.5万股+23.4万股+8.11%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.84%0.87%$9,956.5万241.4万股$8,658.7万222.3万股+19.0万股+8.57%加仓
IiShares安硕信托IVV
0.83%0.76%$9,746.7万13.0万股$7,545.3万11.6万股+1.5万股+12.64%加仓
DDimensional维度ETF信托DFAU
0.78%0.83%$9,185.6万177.7万股$8,235.1万182.6万股-4.9万股-2.67%减仓
英伟达NVDA
0.76%0.82%$9,012.2万45.0万股$8,092.4万46.4万股-1.4万股-3.00%减仓
DDimensional维度ETF信托DFSV
0.73%0.74%$8,633.9万222.6万股$7,386.7万210.9万股+11.7万股+5.55%加仓
DDimensional维度ETF信托DFNM
0.67%0.58%$7,959.8万164.7万股$5,745.7万120.3万股+44.3万股+36.85%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.66%0.67%$7,768.0万94.3万股$6,671.8万94.0万股+3,397股+0.36%加仓
V先锋领航债券指数基金BSV
0.65%0.59%$7,642.3万98.1万股$5,837.9万74.5万股+23.6万股+31.74%加仓
IiShares安硕IEMG
0.59%0.65%$6,924.4万83.6万股$6,415.8万92.0万股-8.4万股-9.17%减仓
A美国世纪ETF信托AVEM
0.58%0.44%$6,796.4万70.4万股$4,372.8万54.3万股+16.2万股+29.77%加仓
V先锋领航·FTSEVEA
0.55%0.5%$6,490.4万91.1万股$5,009.6万78.3万股+12.8万股+16.41%加仓
DDimensional维度ETF信托DFGR
0.53%0.47%$6,281.4万216.8万股$4,702.4万177.7万股+39.1万股+22.01%加仓
DDimensional维度ETF信托DFIC
0.53%0.37%$6,236.2万167.4万股$3,689.0万103.8万股+63.5万股+61.20%加仓
A美国世纪ETF信托AVLV
0.5%0.28%$5,862.3万64.3万股$2,794.5万34.7万股+29.6万股+85.34%加仓
微软MSFT
0.49%0.65%$5,784.4万15.5万股$6,478.0万17.5万股-2.0万股-11.42%减仓
A美国世纪ETF信托AVUS
0.48%0.43%$5,666.4万44.2万股$4,234.9万38.1万股+6.2万股+16.15%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.48%0.48%$5,663.6万162.7万股$4,769.2万156.4万股+6.3万股+4.03%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.45%0.42%$5,255.2万155.3万股$4,206.1万144.4万股+10.9万股+7.55%加仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.44%0.42%$5,228.9万130.0万股$4,172.3万123.2万股+6.8万股+5.53%加仓
V先锋领航指数基金VOO
0.41%0.44%$4,860.8万7.1万股$4,368.3万7.3万股-2,329股-3.19%减仓
IiShares安硕信托EFV
0.4%0.29%$4,715.3万61.6万股$2,847.7万38.3万股+23.3万股+60.82%加仓
亚马逊AMZN
0.39%0.38%$4,568.2万19.2万股$3,774.5万18.1万股+1.0万股+5.70%加仓
SSPDR标普500 ETFSPY
0.37%0.22%$4,362.9万5.8万股$2,207.2万3.4万股+2.4万股+72.00%加仓
DDimensional维度ETF信托DFCF
0.35%0.32%$4,073.0万96.5万股$3,199.9万75.8万股+20.7万股+27.31%加仓
S嘉信策略信托SCHD
0.33%0.38%$3,873.2万122.1万股$3,787.6万123.5万股-1.3万股-1.06%减仓
AVANTIS INTLNGG
0.31%0.32%$3,699.0万41.5万股$3,159.3万37.2万股+4.2万股+11.36%加仓
IiShares安硕·COREIJR
0.31%0.06%$3,694.6万24.9万股$591.2万4.8万股+20.2万股+423.73%加仓
博通AVGO
0.3%0.25%$3,554.9万9.4万股$2,432.0万7.9万股+1.5万股+19.70%加仓
AAlphabet Inc Class CGOOG
0.3%0.28%$3,516.8万10.0万股$2,770.0万9.7万股+2,952股+3.06%加仓
谷歌AGOOGL
0.28%0.26%$3,294.5万9.2万股$2,594.6万9.0万股+1,774股+1.96%加仓

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