FP

Focus Partners Wealth

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$899.1億

申報季度: 2026-03-31 · 持股檔數: 2644

Focus Partners Wealth在最新一期 13F 報告中揭露了 2644 項持股，申報期為 2026-03-31，總持股市值約為 US$899.1億，季度換手率為 15.1%。

機構性格雪花圖

集中度
2.81
持倉穩定性
15.11
動能／逆勢
94.57
產業集中度
49.87
多樣化
100
倉位均衡度
58.05

近期動向

  • 減碼 VGT

    -50.2%　-US$5.3億

  • 減碼 IWF

    -29.7%　-US$3.3億

  • 減碼 XLF

    -32.4%　-US$2.6億

  • 加碼 VRSK

    +3687.3%　US$2.7億

  • 減碼 SMH

    -87.5%　-US$2.3億

  • 減碼 MSFT

    +19.9%　-US$1.8億

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AAPLApple INC股票-科技2.83%—+5.42%
2NVDANvidia CORP股票-科技2.35%—+6.04%
3MSFTMicrosoft CORP股票-科技2.19%-0.26%+19.93%
4XLKSs Technology Select SectorETF-科技型1.92%-0.23%-1.08%
5DFACDimensional US Core Equity 2ETF-其他1.85%—-0.28%
6AMZNAmazon.com INC股票-循環性消費1.78%—+11.44%
7VOOVanguard S&p 500 ETFETF-大型股與成長1.78%-0.12%+0.37%
8SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.63%-0.20%-14.86%
9IVVIshares Core S&p 500 ETFETF-大型股與成長1.60%—+5.13%
10GOOGLAlphabet Inc-cl A股票-通訊服務1.54%+0.11%+18.59%
11GOOGAlphabet Inc-cl C股票-通訊服務1.33%-0.21%-4.25%
12EQTYKovitz Core Equity ETFETF-其他1.26%-0.13%-1.05%
13AVGOBroadcom INC股票-科技1.11%+0.08%+23.49%
14ITOTIshares Core S&p Total U.s.ETF-其他1.06%—+8.71%
15BSVOEA Bridgeway Omni Sm-Cp ValETF-其他1.05%+0.08%+2.44%
16JPMJpmorgan Chase & Co股票-金融1.02%—+3.32%
17VTIVanguard Total Stock Mkt ETFETF-其他0.98%—+7.70%
18VTVVanguard Value ETFETF-其他0.93%—-0.68%
19VGITVanguard Intermediate-term TETF-其他0.92%+0.06%+10.12%
20DFATDimensional US Target ValueETF-其他0.91%—-1.05%
21DUHPDimensional US High Profi EtETF-其他0.85%—+5.61%
22AVUVAvantis US Small Cap ValueETF-中小型股0.82%+0.06%+1.89%
23DFIVDimensional International VaETF-其他0.80%—-2.04%
24DFUVDimensional US Marketwide VaETF-其他0.79%—-0.49%
25IWBIshares Russell 1000 ETFETF-其他0.77%—-1.14%
26METAMeta Platforms Inc-class A股票-通訊服務0.77%-0.15%-1.70%
27DFUSDimensional US Eq Mkt ETFETF-其他0.74%—+0.85%
28BRK-BBerkshire Hathaway Inc-cl B股票-其他0.71%—+3.75%
29IXUSIshares Core Intl Stock ETFETF-其他0.67%—+4.97%
30VVisa Inc-class A Shares股票-金融0.65%+0.15%+56.61%
31IWFIshares Russell 1000 GrowthETF-其他0.63%-0.40%-29.69%
32TMOThermo Fisher Scientific INC股票-醫療保健0.62%—+20.77%
33DISVDimensional International SmETF-其他0.61%—+0.96%
34AMDAdvanced Micro Devices股票-科技0.61%+0.15%+41.30%
35LRCXLam Research CORP股票-科技0.60%+0.21%+23.40%
36XLCSs Comm Select Sector SpdrETF-其他0.60%—-1.62%
37VEAVanguard Ftse Developed ETFETF-其他0.59%—+5.18%
38DIHPDimensional International HiETF-其他0.57%—+7.08%
39XOMExxon Mobil CORP股票-能源0.56%+0.16%+0.66%
40JAAAJanus Henderson Aaa Clo ETFETF-其他0.53%+0.06%+13.58%
41QUALIshares Msci USA Quality FacETF-其他0.51%—+0.56%
42ICEIntercontinental Exchange In股票-金融0.51%+0.10%+31.21%
43XLVSs Health Care Select SectorETF-其他0.50%—-0.54%
44VGTVanguard Info Tech ETFETF-科技型0.50%-0.61%-50.20%
45AVDVAvantis Intl S/c Value ETFETF-其他0.49%—+6.24%
46PEPPepsico INC股票-非循環性消費0.48%+0.16%+41.46%
47WMTWalmart INC股票-非循環性消費0.47%—-3.85%
48XLFSs Financial Select SectorETF-其他0.46%-0.31%-32.41%
49KEYSKeysight Technologies In股票-科技0.44%+0.11%-1.29%
50JNJJohnson & Johnson股票-醫療保健0.44%+0.07%+0.27%
1–50 of 2,644

本季持股變動

Focus Partners Wealth 在 2026-03-31 最顯著的持倉異動： 新建倉: Sunbelt Rentals Holdings INC (SUNB); 減碼: Vanguard Info Tech ETF (VGT) — 股數 -50.20%; 減碼: Ishares Russell 1000 Growth (IWF) — 股數 -29.69%; 減碼: Ss Financial Select Sector (XLF) — 股數 -32.41%; 加碼: Verisk Analytics INC (VRSK) — 股數 +3687.34%.

Focus Partners Wealth 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1VRSKVerisk Analytics INC+0.3%+3687.34%加碼
2LRCXLam Research CORP+0.2%+23.40%加碼
3XLESs Energy Select Sector+0.2%+360.18%加碼
4PHParker Hannifin CORP+0.2%+78.63%加碼
5APOApollo Global Management INC+0.2%+131.70%加碼
6PEPPepsico INC+0.2%+41.46%加碼
7XOMExxon Mobil CORP+0.2%+0.66%加碼
8VVisa Inc-class A Shares+0.2%+56.61%加碼
9AMDAdvanced Micro Devices+0.2%+41.30%加碼
10SCHGSchwab US Large-cap Growth+0.1%+84.00%加碼
11AJGArthur J Gallagher & Co+0.1%+114.15%加碼
12GOOGLAlphabet Inc-cl A+0.1%+18.59%加碼
13KEYSKeysight Technologies In+0.1%-1.29%減碼
14ZBRAZebra Technologies Corp-cl A+0.1%+108.69%加碼
15CSLCarlisle Cos INC+0.1%+135.52%加碼
16CVXChevron CORP+0.1%+2.49%加碼
17CARRCarrier Global CORP+0.1%+1301.97%加碼
18ICEIntercontinental Exchange In+0.1%+31.21%加碼
19LOWLowe's Cos INC+0.1%+38.73%加碼
20BXBlackstone INC+0.1%+89.59%加碼
21BSVOEA Bridgeway Omni Sm-Cp Val+0.1%+2.44%加碼
22AVGOBroadcom INC+0.1%+23.49%加碼
23XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+61.46%加碼
24PNCPnc Financial Services Group+0.1%+50.96%加碼
25BLDRBuilders Firstsource INC+0.1%+140.12%加碼
26JNJJohnson & Johnson+0.1%+0.27%加碼
27VGITVanguard Intermediate-term T+0.1%+10.12%加碼
28AVUVAvantis US Small Cap Value+0.1%+1.89%加碼
29ABTAbbott Laboratories+0.1%+59.87%加碼
30ACNAccenture plc+0.1%+68.99%加碼
31JAAAJanus Henderson Aaa Clo ETF+0.1%+13.58%加碼
32MINTPimco Enhanced Short Maturit+0.1%+49.82%加碼
33QCOMQualcomm INC-0.1%-1.11%減碼
34AXPAmerican Express Co-0.1%-28.20%減碼
35NUNu Holdings Ltd.-0.1%-53.97%減碼
36CRMSalesforce INC-0.1%+5.78%加碼
37DLTRDollar Tree INC-0.1%-83.33%減碼
38MAMastercard INC - A-0.1%-3.27%減碼
39VOOVanguard S&p 500 ETF-0.1%+0.37%加碼
40EQTYKovitz Core Equity ETF-0.1%-1.05%減碼
41METAMeta Platforms Inc-class A-0.2%-1.70%減碼
42SPYSs Spdr S&p 500 ETF Trust-us-0.2%-14.86%減碼
43GOOGAlphabet Inc-cl C-0.2%-4.25%減碼
44XLKSs Technology Select Sector-0.2%-1.08%減碼
45MSFTMicrosoft CORP-0.3%+19.93%加碼
46SMHVaneck Semiconductor ETF-0.3%-87.47%減碼
47XLFSs Financial Select Sector-0.3%-32.41%減碼
48IWFIshares Russell 1000 Growth-0.4%-29.69%減碼
49VGTVanguard Info Tech ETF-0.6%-50.20%減碼
50SUNBSunbelt Rentals Holdings INC—NEW新建倉

FAQ

Focus Partners Wealth 是什麼機構？屬於哪種投資人類型？
Focus Partners Wealth 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$899.1億，分佈在 2644 個已申報部位之中。
Focus Partners Wealth 目前前幾大持股有哪些？
根據最新 13F 申報，Focus Partners Wealth 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$25.4億 (2.8%) 2. Nvidia CORP (NVDA) — US$21.2億 (2.4%) 3. Microsoft CORP (MSFT) — US$19.7億 (2.2%) 4. Ss Technology Select Sector (XLK) — US$17.3億 (1.9%) 5. Dimensional US Core Equity 2 (DFAC) — US$16.6億 (1.9%)
Focus Partners Wealth 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Focus Partners Wealth 共進行了 50 項顯著調整：新建倉 1 個部位、加碼 34 個既有持股、減碼 15 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Sunbelt Rentals Holdings INC (SUNB); 減碼: Vanguard Info Tech ETF (VGT) — 股數 -50.20%; 減碼: Ishares Russell 1000 Growth (IWF) — 股數 -29.69%; 減碼: Ss Financial Select Sector (XLF) — 股數 -32.41%; 加碼: Verisk Analytics INC (VRSK) — 股數 +3687.34%
Focus Partners Wealth 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Focus Partners Wealth 的主要板塊分佈如下： • Information Technology: 31.2% • Financials: 16.4% • Industrials: 10.8% • Health Care: 9.0% • Consumer Discretionary: 8.9% • Communication Services: 8.9%