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 |
|---|---|---|---|---|---|---|---|---|
| IBTG | ISHARES TR | $1,929.81万 | 6.15% | 842,161 | 19,306 | 2.3% | $44.24万 | 加仓 |
| AAPL | APPLE INC | $1,754.25万 | 5.59% | 69,122 | -1,950 | -2.7% | -$49.49万 | 减仓 |
| IBTI | ISHARES TR | $1,604.64万 | 5.11% | 720,119 | 15,923 | 2.3% | $35.48万 | 加仓 |
| GOOGL | ALPHABET INC | $1,242.20万 | 3.96% | 43,198 | -395 | -0.9% | -$11.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,048.87万 | 3.34% | 21,888 | 67 | 0.3% | $3.21万 | 加仓 |
| IBDR | ISHARES TR | $1,036.79万 | 3.30% | 427,717 | 16,587 | 4.0% | $40.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,014.26万 | 3.23% | 58,157 | 230 | 0.4% | $4.01万 | 加仓 |
| AVGO | BROADCOM INC | $994.35万 | 3.17% | 32,126 | -757 | -2.3% | -$23.43万 | 减仓 |
| AMZN | AMAZON COM INC | $988.28万 | 3.15% | 47,452 | -298 | -0.6% | -$6.21万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $933.58万 | 2.97% | 13 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $855.73万 | 2.73% | 23,925 | -31 | -0.1% | -$1.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $828.89万 | 2.64% | 22,392 | 120 | 0.5% | $4.44万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $817.75万 | 2.61% | 38,024 | 543 | 1.4% | $11.68万 | 加仓 |
| TSLA | TESLA INC | $760.22万 | 2.42% | 20,450 | 276 | 1.4% | $10.26万 | 加仓 |
| IBDW | ISHARES TR | $743.06万 | 2.37% | 355,021 | 23,420 | 7.1% | $49.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $538.34万 | 1.72% | 18,301 | -44 | -0.2% | -$1.29万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $517.15万 | 1.65% | 101,801 | 74,075 | 267.2% | $376.30万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $422.56万 | 1.35% | 45,495 | -164 | -0.4% | -$1.52万 | 减仓 |
| HD | HOME DEPOT INC | $384.26万 | 1.22% | 11,684 | -149 | -1.3% | -$4.90万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $372.14万 | 1.19% | 6,157 | 41 | 0.7% | $2.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $347.79万 | 1.11% | 10,841 | 447 | 4.3% | $14.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $346.92万 | 1.11% | 7,942 | 635 | 8.7% | $27.74万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $344.91万 | 1.10% | 38,991 | 3,918 | 11.2% | $34.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $334.79万 | 1.07% | 22,887 | 18 | 0.1% | $2,633 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $329.11万 | 1.05% | 98,626 | 5,437 | 5.8% | $18.14万 | 加仓 |
| VLO | VALERO ENERGY CORP | $326.01万 | 1.04% | 13,195 | -3,044 | -18.7% | -$75.21万 | 减仓 |
| IBMS | ISHARES TR | $295.99万 | 0.94% | 114,593 | -5,542 | -4.6% | -$14.31万 | 减仓 |
| LLY | ELI LILLY & CO | $294.14万 | 0.94% | 3,198 | -129 | -3.9% | -$11.86万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $282.81万 | 0.90% | 49,896 | 3,575 | 7.7% | $20.26万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $268.08万 | 0.85% | 2,690 | -14 | -0.5% | -$1.40万 | 减仓 |
| GEV | GE VERNOVA INC | $260.82万 | 0.83% | 2,988 | 41 | 1.4% | $3.58万 | 加仓 |
| META | META PLATFORMS INC | $256.64万 | 0.82% | 4,486 | 85 | 1.9% | $4.86万 | 加仓 |
| NFLX | NETFLIX INC. | $256.57万 | 0.82% | 26,684 | 444 | 1.7% | $4.27万 | 加仓 |
| IBMO | ISHARES TR | $248.25万 | 0.79% | 96,858 | 14,000 | 16.9% | $35.88万 | 加仓 |
| AMGN | AMGEN INC | $243.77万 | 0.78% | 6,928 | 33 | 0.5% | $1.16万 | 加仓 |
| CVX | CHEVRON CORPORATION | $215.88万 | 0.69% | 10,434 | -1,385 | -11.7% | -$28.66万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $215.36万 | 0.69% | 14,542 | -91 | -0.6% | -$1.35万 | 减仓 |
| V | VISA INC | $212.57万 | 0.68% | 7,033 | 175 | 2.6% | $5.29万 | 加仓 |
| — | HONEYWELL INTL INC | $208.54万 | 0.66% | 9,226 | -59 | -0.6% | -$1.33万 | 减仓 |
| QCOM | QUALCOMM INC | $202.17万 | 0.64% | 15,699 | -615 | -3.8% | -$7.92万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $187.19万 | 0.60% | 19,863 | 2,227 | 12.6% | $20.99万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $186.69万 | 0.59% | 4,782 | -19 | -0.4% | -$7,418 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $181.85万 | 0.58% | 8,939 | -87 | -1.0% | -$1.77万 | 减仓 |
| VGT | VANGUARD WORLD FD | $170.61万 | 0.54% | 2,445 | -174 | -6.6% | -$12.14万 | 减仓 |
| ABBV | ABBVIE INC | $169.56万 | 0.54% | 7,796 | -191 | -2.4% | -$4.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $156.91万 | 0.50% | 6,419 | 27 | 0.4% | $6,600 | 加仓 |
| BN | BROOKFIELD CORP | $156.57万 | 0.50% | 38,687 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $156.26万 | 0.50% | 5,447 | 85 | 1.6% | $2.44万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $146.14万 | 0.47% | 38,620 | -37 | -0.1% | -$1,400 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $141.23万 | 0.45% | 10,211 | 2,364 | 30.1% | $32.70万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $140.28万 | 0.45% | 3,303 | 115 | 3.6% | $4.88万 | 加仓 |
| MELI | MERCADOLIBRE INC | $136.09万 | 0.43% | 787 | -23 | -2.8% | -$3.98万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $133.80万 | 0.43% | 10,219 | 470 | 4.8% | $6.15万 | 加仓 |
| BX | BLACKSTONE INC | $132.08万 | 0.42% | 11,486 | -685 | -5.6% | -$7.88万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $129.96万 | 0.41% | 11,102 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $129.72万 | 0.41% | 8,354 | -6,246 | -42.8% | -$96.99万 | 减仓 |
| WMT | WALMART INC | $128.73万 | 0.41% | 10,358 | 248 | 2.5% | $3.08万 | 加仓 |
| APH | AMPHENOL CORP | $117.99万 | 0.38% | 9,338 | 9,338 | — | $117.99万 | 新建仓 |
| JBL | JABIL INC | $108.51万 | 0.35% | 4,085 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $108.09万 | 0.34% | 6,371 | -67 | -1.0% | -$1.14万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $101.56万 | 0.32% | 2,203 | 17 | 0.8% | $7,837 | 加仓 |
| QQQ | INVESCO QQQ TR | $99.54万 | 0.32% | 1,725 | 59 | 3.5% | $3.40万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $98.11万 | 0.31% | 10,439 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $92.22万 | 0.29% | 9,568 | -1,551 | -13.9% | -$14.95万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $91.79万 | 0.29% | 6,355 | -119 | -1.8% | -$1.72万 | 减仓 |
| BCPC | BALCHEM CORP | $91.08万 | 0.29% | 5,374 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.69万 | 0.28% | 1,333 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $84.68万 | 0.27% | 16,869 | -19,063 | -53.1% | -$95.70万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $81.51万 | 0.26% | 3,986 | 139 | 3.6% | $2.84万 | 加仓 |
| MDT | MEDTRONIC PLC | $75.57万 | 0.24% | 8,721 | -390 | -4.3% | -$3.38万 | 减仓 |
| O | REALTY INCOME CORP | $68.78万 | 0.22% | 11,242 | -508 | -4.3% | -$3.11万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $68.60万 | 0.22% | 5,389 | -81 | -1.5% | -$1.03万 | 减仓 |
| XT | ISHARES TR | $67.34万 | 0.21% | 9,881 | 106 | 1.1% | $7,224 | 加仓 |
| SPGI | S&P GLOBAL INC | $66.93万 | 0.21% | 1,574 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $66.30万 | 0.21% | 1,327 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $62.59万 | 0.20% | 1,048 | 6 | 0.6% | $3,584 | 加仓 |
| SPTM | SPDR SERIES TRUST | $62.58万 | 0.20% | 7,915 | 356 | 4.7% | $2.81万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $61.44万 | 0.20% | 38,689 | 111 | 0.3% | $1,763 | 加仓 |
| GLD | SPDR GOLD TR | $60.37万 | 0.19% | 1,403 | 110 | 8.5% | $4.73万 | 加仓 |
| WMB | WILLIAMS COS INC | $59.86万 | 0.19% | 8,225 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $58.56万 | 0.19% | 22,841 | -700 | -3.0% | -$1.79万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $53.12万 | 0.17% | 14,076 | -2,890 | -17.0% | -$10.91万 | 减仓 |
| MRK | MERCK & CO INC | $52.39万 | 0.17% | 4,355 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $50.98万 | 0.16% | 2,157 | 4 | 0.2% | $945 | 加仓 |
| VST | VISTRA CORP | $50.54万 | 0.16% | 3,362 | 201 | 6.4% | $3.02万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $50.35万 | 0.16% | 2,566 | -88 | -3.3% | -$1.73万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $49.88万 | 0.16% | 2,058 | -132 | -6.0% | -$3.20万 | 减仓 |
| EQIX | EQUINIX INC | $49.23万 | 0.16% | 502 | -20 | -3.8% | -$1.96万 | 减仓 |
| AFL | AFLAC INC | $46.36万 | 0.15% | 4,225 | 31 | 0.7% | $3,401 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $45.90万 | 0.15% | 1,696 | -197 | -10.4% | -$5.33万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $45.71万 | 0.15% | 9,162 | -215 | -2.3% | -$1.07万 | 减仓 |
| ASML | ASML HLDG NV | $45.60万 | 0.15% | 345 | 5 | 1.5% | $6,608 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $45.48万 | 0.14% | 2,620 | -88 | -3.2% | -$1.53万 | 减仓 |
| CALF | PACER FDS TR | $45.32万 | 0.14% | 10,100 | -489 | -4.6% | -$2.19万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $43.96万 | 0.14% | 104 | -5 | -4.6% | -$2.11万 | 减仓 |
| SYY | SYSCO CORP | $42.87万 | 0.14% | 6,011 | -99 | -1.6% | -$7,061 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $42.63万 | 0.14% | 8,519 | -683 | -7.4% | -$3.42万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $42.25万 | 0.13% | 1,318 | -92 | -6.5% | -$2.95万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $41.72万 | 0.13% | 2,211 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $41.12万 | 0.13% | 1,201 | 0 | 0.0% | — | 不变 |