FOCUS Wealth Advisors, LLC
- SEC CIK
- 0001845643
- 最新申報
- 2026/7/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/7 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 58
- 較 2025 年第 2 季 +2
- 總值
- $2.08 億
- 較 2025 年第 2 季 +$1,563 萬 (+8.1%)
| 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 | 482,761 | $2,522 萬 | 12.1% | +3,270+0.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 219,094 | $1,629 萬 | 7.8% | +3,672+1.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,906 | $1,399 萬 | 6.7% | −312−1.5% | 減碼 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 223,688 | $1,178 萬 | 5.7% | +1,552+0.7% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 24,455 | $1,134 萬 | 5.5% | +203+0.8% | 加碼 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 178,232 | $830.6 萬 | 4.0% | +22,220+14.2% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 35,913 | $751.5 萬 | 3.6% | −340−0.9% | 減碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 76,586 | $713.7 萬 | 3.4% | −384−0.5% | 減碼 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 93,095 | $651.2 萬 | 3.1% | +1,399+1.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 174,706 | $608.7 萬 | 2.9% | +2,921+1.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 178,410 | $596.2 萬 | 2.9% | +1,973+1.1% | 加碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 54,244 | $581.8 萬 | 2.8% | +33+0.1% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 40,371 | $573.7 萬 | 2.8% | +99+0.2% | 加碼 | – |
| STELStellar Bancorp, Inc. | COM | 170,896 | $518.5 萬 | 2.5% | −24,992−12.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,381 | $454.9 萬 | 2.2% | +70.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 49,847 | $445.3 萬 | 2.1% | +4,315+9.5% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 79,709 | $429.4 萬 | 2.1% | +2,105+2.7% | 加碼 | – |
| GEGeneral Electric Co | Stock | 12,954 | $389.7 萬 | 1.9% | −67−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 15,122 | $385.0 萬 | 1.9% | +65+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,725 | $348.3 萬 | 1.7% | −22−0.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,271 | $307.9 萬 | 1.5% | −30−0.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,872 | $298.4 萬 | 1.4% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 31,037 | $280.9 萬 | 1.3% | −115−0.4% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 14,442 | $263.4 萬 | 1.3% | −11−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 7,679 | $262.1 萬 | 1.3% | +23+0.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,476 | $252.3 萬 | 1.2% | +1,844+8.1% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 72,652 | $229.7 萬 | 1.1% | +217+0.3% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 27,510 | $223.4 萬 | 1.1% | +62+0.2% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 25,466 | $213.5 萬 | 1.0% | +1,589+6.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 8,958 | $212.3 萬 | 1.0% | +999+12.6% | 加碼 | 歷史 |
| iShares Inc464286285 | JP MRGN EM HI BD | 52,734 | $209.3 萬 | 1.0% | +232+0.4% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 74,261 | $206.3 萬 | 1.0% | +508+0.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 4,822 | $159.1 萬 | 0.8% | −238−4.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,063 | $136.0 萬 | 0.7% | −221−1.8% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,595 | $126.3 萬 | 0.6% | 00.0% | 不變 | – |
| DBX ETF Tr233051705 | XTRACK MUN INFRA | 42,854 | $105.7 萬 | 0.5% | +3,777+9.7% | 加碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 59,951 | $104.8 萬 | 0.5% | +5,323+9.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 45,316 | $104.6 萬 | 0.5% | +3,062+7.2% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 22,572 | $102.9 萬 | 0.5% | +1,509+7.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 42,336 | $101.3 萬 | 0.5% | +2,932+7.4% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,107 | $86.1 萬 | 0.4% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 1,155 | $71.0 萬 | 0.3% | −262−18.5% | 減碼 | 歷史 |
| HWCHancock Whitney Corp | COM | 10,690 | $66.9 萬 | 0.3% | +76+0.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 10,920 | $62.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,434 | $56.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,466 | $47.6 萬 | 0.2% | +153+3.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 937 | $45.0 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 615 | $36.9 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,145 | $36.1 萬 | 0.2% | −141−11.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,410 | $34.3 萬 | 0.2% | −139−9.0% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 4,009 | $33.9 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 459 | $33.7 萬 | 0.2% | −127−21.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,310 | $28.8 萬 | 0.1% | −361−21.6% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 13,566 | $28.1 萬 | 0.1% | 00.0% | 不變 | – |
| PROPPrairie Operating Co. | Stock | 140,000 | $27.8 萬 | 0.1% | +140,000 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 660 | $26.8 萬 | 0.1% | −42−6.0% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,372 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Semiconductor ETF464287523 | ETF | 753 | $20.4 萬 | 0.1% | +753 | 新進 | – |