FOCUS Wealth Advisors, LLC
- SEC CIK
- 0001845643
- 最新申報
- 2026/7/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/9 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 56
- 較 2025 年第 1 季 0
- 總值
- $1.92 億
- 較 2025 年第 1 季 +$1,153 萬 (+6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 479,491 | $2,399 萬 | 12.5% | +1,922+0.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 215,422 | $1,586 萬 | 8.2% | +369+0.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,218 | $1,317 萬 | 6.8% | −4,574−17.7% | 減碼 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 222,136 | $1,133 萬 | 5.9% | +582+0.3% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 24,252 | $1,069 萬 | 5.6% | +267+1.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 156,012 | $709.4 萬 | 3.7% | +3,790+2.5% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 36,253 | $683.9 萬 | 3.6% | −137−0.4% | 減碼 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 91,696 | $607.8 萬 | 3.2% | +561+0.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 171,785 | $570.3 萬 | 3.0% | +1,056+0.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 176,437 | $561.1 萬 | 2.9% | +1,071+0.6% | 加碼 | – |
| STELStellar Bancorp, Inc. | COM | 195,888 | $548.1 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 40,272 | $534.8 萬 | 2.8% | +359+0.9% | 加碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 76,970 | $517.4 萬 | 2.7% | +391+0.5% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 54,211 | $505.1 萬 | 2.6% | +4,023+8.0% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 77,604 | $406.4 萬 | 2.1% | +585+0.8% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 45,532 | $386.2 萬 | 2.0% | +510+1.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 24,374 | $385.1 萬 | 2.0% | +418+1.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,747 | $335.6 萬 | 1.7% | −37−0.5% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 13,021 | $335.1 萬 | 1.7% | −41−0.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 15,057 | $308.9 萬 | 1.6% | +10+0.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,301 | $296.7 萬 | 1.5% | +9+0.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,872 | $276.7 萬 | 1.4% | −3−0.1% | 減碼 | – |
| VVisa Inc. | Stock | 7,656 | $271.8 萬 | 1.4% | −22−0.3% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 31,152 | $257.5 萬 | 1.3% | +40+0.1% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 72,435 | $222.2 萬 | 1.2% | +550+0.8% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 27,448 | $221.4 萬 | 1.2% | +165+0.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 22,632 | $221.3 萬 | 1.1% | −131−0.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,959 | $217.0 萬 | 1.1% | +69+0.9% | 加碼 | 歷史 |
| iShares Inc464286285 | JP MRGN EM HI BD | 52,502 | $204.6 萬 | 1.1% | +314+0.6% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 73,753 | $200.2 萬 | 1.0% | +646+0.9% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 14,453 | $197.0 萬 | 1.0% | +14,453 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 23,877 | $191.3 萬 | 1.0% | +352+1.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,060 | $139.5 萬 | 0.7% | −290−5.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,284 | $132.4 萬 | 0.7% | −80−0.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,595 | $124.9 萬 | 0.6% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 42,254 | $94.6 萬 | 0.5% | +2,105+5.2% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 21,063 | $94.1 萬 | 0.5% | +535+2.6% | 加碼 | – |
| DBX ETF Tr233051705 | XTRACK MUN INFRA | 39,077 | $93.7 萬 | 0.5% | +1,000+2.6% | 加碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 54,628 | $92.3 萬 | 0.5% | +1,415+2.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 39,404 | $92.0 萬 | 0.5% | +2,135+5.7% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,107 | $81.4 萬 | 0.4% | −1,377−18.4% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,417 | $75.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HWCHancock Whitney Corp | COM | 10,614 | $60.9 萬 | 0.3% | +87+0.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 10,920 | $56.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,434 | $55.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,313 | $45.1 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 586 | $43.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 937 | $41.1 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,286 | $37.3 萬 | 0.2% | −69−5.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,671 | $36.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 615 | $33.9 萬 | 0.2% | −69−10.1% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 4,009 | $32.1 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 13,566 | $28.1 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,549 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 702 | $25.8 萬 | 0.1% | −30−4.1% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,372 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。