Focus Financial Network, Inc.
- SEC CIK
- 0002010942
- 最新申報
- 2026/7/9
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/24 申報。只含多頭部位。
- 持股檔數
- 626
- 2023 年第 4 季沒有申報
- 總值
- $20.5 億
- 2023 年第 4 季沒有申報
Focus Financial Network, Inc. 沒有申報 2023 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 160,885 | $1.36 億 | 6.6% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,137,950 | $1.01 億 | 4.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 185,234 | $9,297 萬 | 4.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,020,660 | $7,738 萬 | 3.8% | – | – | – |
| AAPLApple Inc. | Stock | 413,075 | $6,900 萬 | 3.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 158,479 | $6,710 萬 | 3.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 306,199 | $5,488 萬 | 2.7% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 459,807 | $4,381 萬 | 2.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 73,466 | $2,970 萬 | 1.4% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 393,472 | $2,826 萬 | 1.4% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 241,709 | $2,779 萬 | 1.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 55,071 | $2,716 萬 | 1.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 242,951 | $2,492 萬 | 1.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 414,420 | $2,435 萬 | 1.2% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 264,483 | $2,423 萬 | 1.2% | – | – | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 298,448 | $2,362 萬 | 1.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 399,031 | $2,311 萬 | 1.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 394,466 | $2,290 萬 | 1.1% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 570,674 | $2,272 萬 | 1.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 55,175 | $2,206 萬 | 1.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 40,429 | $2,020 萬 | 1.0% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 241,469 | $1,901 萬 | 0.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 39,097 | $1,794 萬 | 0.9% | – | – | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 386,253 | $1,764 萬 | 0.9% | – | – | – |
| SHOPShopify Inc. | Stock | 251,012 | $1,745 萬 | 0.9% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 486,634 | $1,667 萬 | 0.8% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 97,033 | $1,522 萬 | 0.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 87,290 | $1,516 萬 | 0.7% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 74,420 | $1,463 萬 | 0.7% | – | – | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 127,062 | $1,361 萬 | 0.7% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 227,560 | $1,346 萬 | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 84,622 | $1,320 萬 | 0.6% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 173,649 | $1,315 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 168,975 | $1,225 萬 | 0.6% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 65,537 | $1,142 萬 | 0.6% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 195,652 | $1,135 萬 | 0.6% | – | – | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 200,045 | $1,123 萬 | 0.5% | – | – | – |
| iShares Tr464289479 | CORE LT USDB ETF | 230,864 | $1,118 萬 | 0.5% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 136,270 | $1,105 萬 | 0.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 142,632 | $1,082 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 258,555 | $1,060 萬 | 0.5% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 214,054 | $968.4 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 205,256 | $921.4 萬 | 0.4% | – | – | – |
| NOWServiceNow, Inc. | Stock | 12,480 | $912.7 萬 | 0.4% | – | – | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 196,607 | $892.2 萬 | 0.4% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 34,845 | $881.0 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 180,952 | $865.5 萬 | 0.4% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 186,859 | $829.7 萬 | 0.4% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 100,238 | $813.4 萬 | 0.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 210,871 | $784.2 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 31,307 | $773.8 萬 | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 280,338 | $762.8 萬 | 0.4% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 169,133 | $757.0 萬 | 0.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 10,582 | $752.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 57,955 | $744.2 萬 | 0.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 40,771 | $721.3 萬 | 0.4% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 93,910 | $716.7 萬 | 0.3% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 160,857 | $685.1 萬 | 0.3% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 142,957 | $684.0 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 28,250 | $674.7 萬 | 0.3% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 292,596 | $665.7 萬 | 0.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 39,522 | $658.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 174,448 | $657.8 萬 | 0.3% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 61,629 | $655.7 萬 | 0.3% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 132,921 | $637.1 萬 | 0.3% | – | – | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 153,366 | $632.2 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 121,083 | $611.1 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 112,728 | $597.7 萬 | 0.3% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 63,360 | $594.6 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 32,686 | $592.4 萬 | 0.3% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 108,825 | $585.0 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 24,604 | $542.1 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 54,070 | $537.9 萬 | 0.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 54,524 | $532.4 萬 | 0.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 7,132 | $532.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 100,269 | $526.8 萬 | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 35,604 | $518.9 萬 | 0.3% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 36,588 | $506.5 萬 | 0.2% | – | – | – |
| MMM3M Co | Stock | 55,076 | $503.8 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 31,549 | $473.0 萬 | 0.2% | – | – | 歷史 |
| PNRPENTAIR plc | SHS | 59,407 | $466.2 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 113,451 | $459.4 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 27,980 | $445.5 萬 | 0.2% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 25,735 | $440.7 萬 | 0.2% | – | – | – |
| NVTnVent Electric plc | SHS | 61,044 | $436.7 萬 | 0.2% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 90,608 | $433.6 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,450 | $424.0 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 15,451 | $419.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 84,265 | $416.0 萬 | 0.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 8,434 | $415.8 萬 | 0.2% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 55,383 | $408.3 萬 | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 101,527 | $404.4 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,941 | $393.9 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 61,814 | $389.7 萬 | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 36,917 | $388.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 38,441 | $387.7 萬 | 0.2% | – | – | – |
| ECLEcolab Inc. | Stock | 17,667 | $387.3 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 14,080 | $381.6 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 10,599 | $379.4 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 23,996 | $377.8 萬 | 0.2% | – | – | 歷史 |