MOSELEY INVESTMENT MANAGEMENT INC
BRADENTON FL · SEC CIK 0000906396
$3.14亿2026Q1 申报市值
163持仓数
40.0%前十大占比 · 第一大 6.1%
6 / 11新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FDL 加仓+$376.30万
APH 新建仓+$117.99万
IBDW 加仓+$49.02万
IBTG 加仓+$44.24万
IBDR 加仓+$40.21万
2026Q1 卖出最多 按季末市值估算
PEP 减仓-$96.99万
VZ 减仓-$95.70万
WM 减仓-$80.89万
DPZ 清仓-$75.97万
VLO 减仓-$75.21万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $41.10万 | 0.13% | 16,376 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $40.69万 | 0.13% | 3,430 | 14 | 0.4% | $1,661 | 加仓 |
| SBUX | STARBUCKS CORP | $39.30万 | 0.13% | 4,387 | -466 | -9.6% | -$4.17万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $38.20万 | 0.12% | 9,942 | 985 | 11.0% | $3.78万 | 加仓 |
| SHM | SPDR SERIES TRUST | $38.17万 | 0.12% | 7,980 | -1 | -0.0% | -$48 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.34万 | 0.12% | 1,105 | -50 | -4.3% | -$1.69万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $36.70万 | 0.12% | 12,116 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $36.11万 | 0.12% | 529 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $34.06万 | 0.11% | 4,113 | -189 | -4.4% | -$1.57万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $32.95万 | 0.10% | 1,315 | 1,315 | — | $32.95万 | 新建仓 |
| NET | CLOUDFLARE INC | $32.87万 | 0.10% | 1,593 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $31.92万 | 0.10% | 12,600 | 591 | 4.9% | $1.50万 | 加仓 |
| AMLP | ALPS ETF TR | $31.86万 | 0.10% | 6,053 | 5 | 0.1% | $263 | 加仓 |
| WM | WASTE MGMT INC DEL | $31.37万 | 0.10% | 1,365 | -3,520 | -72.1% | -$80.89万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $31.06万 | 0.10% | 268 | 2 | 0.8% | $2,318 | 加仓 |
| BLK | BLACKROCK INC | $30.87万 | 0.10% | 321 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $30.63万 | 0.10% | 6,284 | 156 | 2.5% | $7,605 | 加仓 |
| IDXX | IDEXX LABS INC | $30.62万 | 0.10% | 545 | -80 | -12.8% | -$4.50万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $30.39万 | 0.10% | 9,493 | -4,147 | -30.4% | -$13.27万 | 减仓 |
| RSST | TIDAL TRUST II | $30.16万 | 0.10% | 10,664 | -113 | -1.0% | -$3,196 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.86万 | 0.10% | 645 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $29.37万 | 0.09% | 856 | 1 | 0.1% | $343 | 加仓 |
| — | ISHARES ETHEREUM TR | $28.73万 | 0.09% | 18,147 | 5,458 | 43.0% | $8.64万 | 加仓 |
| CAT | CATERPILLAR INC | $28.06万 | 0.09% | 396 | 22 | 5.9% | $1.56万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $28.00万 | 0.09% | 7,900 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $27.71万 | 0.09% | 3,124 | 291 | 10.3% | $2.58万 | 加仓 |
| GLDM | WORLD GOLD TR | $26.09万 | 0.08% | 2,815 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $26.08万 | 0.08% | 1,344 | -81 | -5.7% | -$1.57万 | 减仓 |
| VHT | VANGUARD WORLD FD | $25.57万 | 0.08% | 939 | 1 | 0.1% | $272 | 加仓 |
| TXT | TEXTRON INC | $25.39万 | 0.08% | 2,900 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $25.34万 | 0.08% | 1,864 | 1,864 | — | $25.34万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $25.30万 | 0.08% | 3,459 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $25.10万 | 0.08% | 1,301 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $24.37万 | 0.08% | 742 | -76 | -9.3% | -$2.50万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $24.35万 | 0.08% | 705 | 10 | 1.4% | $3,453 | 加仓 |
| AVAV | AEROVIRONMENT INC | $24.29万 | 0.08% | 1,327 | 115 | 9.5% | $2.11万 | 加仓 |
| VPU | VANGUARD WORLD FD | $24.19万 | 0.08% | 1,221 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $23.92万 | 0.08% | 1,447 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $23.91万 | 0.08% | 1,312 | -35 | -2.6% | -$6,379 | 减仓 |
| DTD | WISDOMTREE TR | $23.73万 | 0.08% | 2,748 | -100 | -3.5% | -$8,636 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $23.57万 | 0.08% | 3,761 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $23.06万 | 0.07% | 2,972 | 1 | 0.0% | $78 | 加仓 |
| IWM | ISHARES TR | $22.93万 | 0.07% | 925 | 1 | 0.1% | $248 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.84万 | 0.07% | 818 | -60 | -6.8% | -$1.68万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $22.73万 | 0.07% | 13,275 | -500 | -3.6% | -$8,560 | 减仓 |
| FAST | FASTENAL CO | $22.60万 | 0.07% | 4,870 | 0 | 0.0% | — | 重新持有 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $22.48万 | 0.07% | 5,058 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $22.40万 | 0.07% | 7,388 | -10 | -0.1% | -$303 | 减仓 |
| IBTH | ISHARES TR | $21.84万 | 0.07% | 9,739 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $21.62万 | 0.07% | 2,727 | 4 | 0.1% | $317 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.41万 | 0.07% | 6,978 | 6,978 | — | $21.41万 | 新建仓 |
| NTES | NETEASE COM INC | $21.27万 | 0.07% | 1,900 | -100 | -5.0% | -$1.12万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $21.20万 | 0.07% | 2,703 | 125 | 4.8% | $9,803 | 重新持有 |
| IVV | ISHARES TR | $20.90万 | 0.07% | 320 | -21 | -6.2% | -$1.37万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.88万 | 0.07% | 425 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $20.87万 | 0.07% | 3,664 | -88 | -2.3% | -$5,013 | 减仓 |
| CRM | SALESFORCE INC | $20.84万 | 0.07% | 1,116 | -1,388 | -55.4% | -$25.92万 | 减仓 |
| MO | ALTRIA GROUP INC | $20.77万 | 0.07% | 3,148 | 38 | 1.2% | $2,508 | 重新持有 |
| RJF | RAYMOND JAMES FINL INC | $20.63万 | 0.07% | 1,425 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $20.60万 | 0.07% | 1,290 | -21 | -1.6% | -$3,354 | 减仓 |
| APP | APPLOVIN CORP | $20.38万 | 0.06% | 512 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $20.12万 | 0.06% | 2,642 | 2,642 | — | $20.12万 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $14.81万 | 0.05% | 400 | 400 | — | $14.81万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1,823 | -100.0% | -$75.97万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -4,208 | -100.0% | -$28.66万 | 清仓 |
| GIB | CGI INC | $0 | 0.00% | 0 | -2,790 | -100.0% | -$25.75万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,010 | -100.0% | -$22.54万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,094 | -100.0% | -$22.35万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,950 | -100.0% | -$21.85万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -3,611 | -100.0% | -$21.67万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -625 | -100.0% | -$21.44万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -4,773 | -100.0% | -$21.42万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,606 | -100.0% | -$21.29万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,600 | -100.0% | -$21.02万 | 清仓 |