FOCUS Wealth Advisors, LLC 13F 持仓 · 2026年Q2
FOCUS Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 2.16 亿美元。前几大持仓：FMAY（12.74%）、BND（7.38%）、IVV（5.99%）。本季前 25 大持仓中：新建仓 5 只、增持 11 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FMAY | FIRST TR EXCHNG TRADED FD VI | $27.5M | 12.74% | 488,824 | 增持 |
| 2 | BND | VANGUARD BD INDEX FDS | $15.9M | 7.38% | 216,748 | 增持 |
| 3 | IVV | ISHARES TR | $12.9M | 5.99% | 17,263 | 减持 |
| 4 | DIA | STATE STR SPDR DOW JONES IND | $12.7M | 5.90% | 24,377 | 增持 |
| 5 | ONEQ | FIDELITY COMWLTH TR | $11.8M | 5.46% | 114,078 | 新建仓 |
| 6 | ITM | VANECK ETF TRUST | $8.7M | 4.02% | 184,357 | 增持 |
| 7 | ITA | ISHARES TR | $8.2M | 3.78% | 33,667 | 减持 |
| 8 | XME | SPDR SERIES TRUST | $6.9M | 3.22% | 64,865 | 减持 |
| 9 | FTLS | FIRST TR EXCH TRADED FD III | $6.7M | 3.12% | 91,195 | 增持 |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $6.5M | 3.02% | 21,473 | 新建仓 |
| 11 | BUFR | FIRST TR EXCHNG TRADED FD VI | $6.3M | 2.91% | 172,105 | 增持 |
| 12 | DVY | ISHARES TR | $6.1M | 2.83% | 39,099 | 增持 |
| 13 | STEL | STELLAR BANCORP INC | $6.0M | 2.77% | 151,926 | 持平 |
| 14 | XLE | SELECT SECTOR SPDR TR | $4.9M | 2.27% | 92,091 | 减持 |
| 15 | QTUM | ETF SER SOLUTIONS | $4.8M | 2.22% | 28,970 | 新建仓 |
| 16 | XSD | SPDR SERIES TRUST | $4.7M | 2.17% | 7,506 | 新建仓 |
| 17 | NVDA | NVIDIA CORPORATION | $4.5M | 2.08% | 22,399 | 减持 |
| 18 | GE | GE AEROSPACE | $4.4M | 2.04% | 11,771 | 减持 |
| 19 | AAPL | APPLE INC | $4.2M | 1.95% | 14,558 | 减持 |
| 20 | VOO | VANGUARD INDEX FDS | $3.4M | 1.56% | 4,912 | 增持 |
| 21 | CWB | SPDR SERIES TRUST | $3.1M | 1.45% | 28,928 | 减持 |
| 22 | AXP | AMERICAN EXPRESS CO | $3.0M | 1.40% | 8,952 | 增持 |
| 23 | AMAT | APPLIED MATLS INC | $2.9M | 1.33% | 3,979 | 新建仓 |
| 24 | V | VISA INC | $2.5M | 1.18% | 7,396 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $2.4M | 1.13% | 6,520 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR