FOCUS Wealth Advisors, LLC
- SEC CIK
- 0001845643
- 最新申報
- 2026/7/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 59
- 較 2025 年第 4 季 +1
- 總值
- $2.05 億
- 較 2025 年第 4 季 −$1,026 萬 (−4.8%)
| 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 | 480,320 | $2,536 萬 | 12.4% | −16,245−3.3% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 210,529 | $1,550 萬 | 7.6% | −7,462−3.4% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 19,505 | $1,274 萬 | 6.2% | −1,401−6.7% | 減碼 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 221,430 | $1,209 萬 | 5.9% | −9,967−4.3% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 24,166 | $1,119 萬 | 5.5% | −1,029−4.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 182,523 | $847.5 萬 | 4.1% | −4,169−2.2% | 減碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 70,975 | $766.6 萬 | 3.7% | −4,029−5.4% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 34,018 | $744.1 萬 | 3.6% | −1,493−4.2% | 減碼 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 88,810 | $624.9 萬 | 3.1% | −4,750−5.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 167,491 | $591.6 萬 | 2.9% | −8,532−4.8% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 38,931 | $589.5 萬 | 2.9% | −1,851−4.5% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 96,020 | $588.2 萬 | 2.9% | −5,191−5.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 171,232 | $578.3 萬 | 2.8% | −8,724−4.8% | 減碼 | – |
| STELStellar Bancorp, Inc. | COM | 151,926 | $556.2 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 52,578 | $476.1 萬 | 2.3% | −2,308−4.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 23,758 | $414.3 萬 | 2.0% | −629−2.6% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 82,453 | $407.1 萬 | 2.0% | −4,033−4.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 14,659 | $372.0 萬 | 1.8% | −458−3.0% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 11,886 | $337.3 萬 | 1.6% | −741−5.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 23,640 | $293.8 萬 | 1.4% | −1,047−4.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,902 | $292.9 萬 | 1.4% | +11+0.2% | 加碼 | – |
| AXPAmerican Express Co | Stock | 8,942 | $270.5 萬 | 1.3% | −330−3.6% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 29,071 | $266.1 萬 | 1.3% | −1,428−4.7% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,279 | $259.2 萬 | 1.3% | +22+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,477 | $239.8 萬 | 1.2% | −223−3.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 7,327 | $221.5 萬 | 1.1% | −383−5.0% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 70,619 | $214.1 萬 | 1.0% | −2,746−3.7% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 26,691 | $212.4 萬 | 1.0% | −1,024−3.7% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 13,781 | $201.6 萬 | 1.0% | −689−4.8% | 減碼 | 歷史 |
| iShares Inc464286285 | JP MRGN EM HI BD | 50,864 | $200.3 萬 | 1.0% | −2,261−4.3% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 24,552 | $195.5 萬 | 1.0% | −1,168−4.5% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 71,979 | $192.3 萬 | 0.9% | −3,014−4.0% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 8,619 | $160.9 萬 | 0.8% | −469−5.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,726 | $146.3 萬 | 0.7% | −98−2.0% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,595 | $125.0 萬 | 0.6% | 00.0% | 不變 | – |
| DBX ETF Tr233051705 | XTRACK MUN INFRA | 43,903 | $108.2 萬 | 0.5% | −1,063−2.4% | 減碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 61,402 | $107.1 萬 | 0.5% | −1,499−2.4% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 46,427 | $106.7 萬 | 0.5% | −1,109−2.3% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 23,169 | $105.0 萬 | 0.5% | −566−2.4% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 43,383 | $103.6 萬 | 0.5% | −1,077−2.4% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,129 | $98.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,108 | $90.5 萬 | 0.4% | +10.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,166 | $71.2 萬 | 0.3% | +11+0.5% | 加碼 | 歷史 |
| HWCHancock Whitney Corp | COM | 10,849 | $69.0 萬 | 0.3% | +86+0.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 10,920 | $59.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,434 | $55.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,466 | $47.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 937 | $40.9 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,412 | $40.5 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 4,009 | $37.8 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 615 | $35.5 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,149 | $33.8 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| PROPPrairie Operating Co. | Stock | 140,000 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,325 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 460 | $26.3 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 753 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,175 | $24.3 萬 | 0.1% | +1,175 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 263 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,372 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |