MISSION WEALTH MANAGEMENT, LP
Santa Barbara CA · SEC CIK 0001645382
$81.81亿2026Q2 申报市值
1,069持仓数
44.7%前十大占比 · 第一大 8.3%
339 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$1.59亿
AVDE 加仓+$1.55亿
VTV 加仓+$1.54亿
VUG 加仓+$1.39亿
VB 加仓+$1.07亿
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,506.14万
FITB 重新持有-$571.82万
BE 减仓-$508.70万
HIFS 清仓-$418.76万
DFUS 减仓-$338.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $6.78亿 | 8.29% | 3,111,513 | 708,390 | 29.5% | $1.54亿 | 加仓 |
| VUG | VANGUARD INDEX FDS | $6.49亿 | 7.94% | 7,536,277 | 1,615,741 | 27.3% | $1.39亿 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $4.59亿 | 5.61% | 5,149,175 | 1,741,563 | 51.1% | $1.55亿 | 加仓 |
| VB | VANGUARD INDEX FDS | $4.48亿 | 5.48% | 1,478,793 | 353,641 | 31.4% | $1.07亿 | 加仓 |
| AAPL | APPLE INC | $3.51亿 | 4.29% | 1,211,951 | 316,286 | 35.3% | $9,152.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.27亿 | 3.99% | 1,633,087 | 794,900 | 94.8% | $1.59亿 | 加仓 |
| MSFT | MICROSOFT CORP | $2.40亿 | 2.94% | 644,605 | 232,040 | 56.2% | $8,655.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.86亿 | 2.27% | 502,084 | 163,587 | 48.3% | $6,053.38万 | 加仓 |
| IEFA | ISHARES TR | $1.74亿 | 2.13% | 1,800,023 | 260,492 | 16.9% | $2,515.83万 | 加仓 |
| AMZN | AMAZON COM INC | $1.41亿 | 1.73% | 592,268 | 264,015 | 80.4% | $6,292.54万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $1.21亿 | 1.48% | 2,185,375 | 1,584,913 | 263.9% | $8,807.36万 | 加仓 |
| AVGO | BROADCOM INC | $1.06亿 | 1.29% | 279,715 | 169,212 | 153.1% | $6,391.98万 | 加仓 |
| IJR | ISHARES TR | $1.05亿 | 1.28% | 705,960 | 107,725 | 18.0% | $1,597.67万 | 加仓 |
| GOOG | ALPHABET INC | $9,949.63万 | 1.22% | 281,595 | 81,094 | 40.4% | $2,865.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9,444.41万 | 1.15% | 1,325,531 | 104,539 | 8.6% | $744.84万 | 加仓 |
| USFR | WISDOMTREE TR | $9,407.21万 | 1.15% | 1,868,364 | 1,000,126 | 115.2% | $5,035.63万 | 加仓 |
| GOOGL | ALPHABET INC | $9,391.38万 | 1.15% | 262,792 | 155,251 | 144.4% | $5,548.19万 | 加仓 |
| IWF | ISHARES TR | $8,931.70万 | 1.09% | 719,313 | 162,261 | 29.1% | $2,014.79万 | 加仓 |
| AMAT | APPLIED MATLS INC | $8,895.94万 | 1.09% | 123,042 | 75,281 | 157.6% | $5,442.82万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $6,984.08万 | 0.85% | 723,814 | 159,573 | 28.3% | $1,539.72万 | 加仓 |
| TSLA | TESLA INC | $6,728.41万 | 0.82% | 159,971 | 38,079 | 31.2% | $1,601.61万 | 加仓 |
| SUSA | ISHARES TR | $6,709.55万 | 0.82% | 434,837 | 22,566 | 5.5% | $348.19万 | 加仓 |
| ITOT | ISHARES TR | $6,476.78万 | 0.79% | 394,277 | -1,268 | -0.3% | -$20.83万 | 减仓 |
| IWD | ISHARES TR | $6,437.76万 | 0.79% | 265,552 | 40,907 | 18.2% | $991.71万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $5,532.56万 | 0.68% | 191,200 | 96,300 | 101.5% | $2,786.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,388.72万 | 0.66% | 72,160 | 15,861 | 28.2% | $1,184.46万 | 加仓 |
| ESGD | ISHARES TR | $5,059.39万 | 0.62% | 492,111 | 53,109 | 12.1% | $546.01万 | 加仓 |
| NUSC | NUSHARES ETF TR | $4,568.19万 | 0.56% | 876,476 | 45,767 | 5.5% | $238.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,317.39万 | 0.53% | 973,262 | 255,166 | 35.5% | $1,131.92万 | 加仓 |
| USRT | ISHARES TR | $4,189.36万 | 0.51% | 630,453 | 104,384 | 19.8% | $693.63万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,153.90万 | 0.51% | 1,007,007 | 90,024 | 9.8% | $371.35万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,935.96万 | 0.48% | 715,500 | 2,390 | 0.3% | $13.15万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,869.32万 | 0.47% | 89,293 | 59,553 | 200.2% | $2,580.60万 | 加仓 |
| ESGU | ISHARES TR | $3,800.95万 | 0.46% | 232,232 | 9,869 | 4.4% | $161.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,617.80万 | 0.44% | 110,524 | 47,275 | 74.7% | $1,547.46万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $3,592.18万 | 0.44% | 96,300 | 35,100 | 57.4% | $1,309.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,474.42万 | 0.42% | 47,181 | 11,586 | 32.5% | $853.20万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,465.78万 | 0.42% | 422,966 | -41,279 | -8.9% | -$338.24万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,438.22万 | 0.42% | 145,305 | 77,415 | 114.0% | $1,831.80万 | 加仓 |
| ESGE | ISHARES INC | $3,402.66万 | 0.42% | 622,173 | 36,383 | 6.2% | $198.98万 | 加仓 |
| CAT | CATERPILLAR INC | $3,346.40万 | 0.41% | 31,425 | 21,348 | 211.8% | $2,273.32万 | 加仓 |
| META | META PLATFORMS INC | $3,205.28万 | 0.39% | 56,903 | 18,223 | 47.1% | $1,026.48万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,121.45万 | 0.38% | 776,286 | 62,019 | 8.7% | $249.38万 | 加仓 |
| LLY | ELI LILLY & CO | $3,073.61万 | 0.38% | 25,625 | 10,718 | 71.9% | $1,285.58万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,044.59万 | 0.37% | 32,546 | 19,372 | 147.0% | $1,812.20万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,934.94万 | 0.36% | 867,299 | 829,053 | 2,167.7% | $2,805.52万 | 加仓 |
| IVV | ISHARES TR | $2,931.82万 | 0.36% | 39,149 | 3,157 | 8.8% | $236.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,929.61万 | 0.36% | 42,655 | 23,973 | 128.3% | $1,646.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,873.10万 | 0.35% | 49,458 | 18,855 | 61.6% | $1,095.32万 | 加仓 |
| V | VISA INC | $2,766.93万 | 0.34% | 80,647 | 36,180 | 81.4% | $1,241.30万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,698.34万 | 0.33% | 522,024 | 52,021 | 11.1% | $268.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,608.38万 | 0.32% | 373,158 | 173,461 | 86.9% | $1,212.49万 | 加仓 |
| IWB | ISHARES TR | $2,583.74万 | 0.32% | 63,095 | 749 | 1.2% | $30.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,526.37万 | 0.31% | 21,887 | 9,681 | 79.3% | $1,117.46万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,497.86万 | 0.31% | 506,871 | 42,103 | 9.1% | $207.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,486.01万 | 0.30% | 301,920 | 9,580 | 3.3% | $78.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,458.85万 | 0.30% | 96,816 | 42,545 | 78.4% | $1,080.52万 | 加仓 |
| SCZ | ISHARES TR | $2,416.07万 | 0.30% | 293,676 | 65,541 | 28.7% | $539.21万 | 加仓 |
| WMT | WALMART INC | $2,395.77万 | 0.29% | 211,529 | 157,799 | 293.7% | $1,787.23万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,340.74万 | 0.29% | 795,359 | 447,727 | 128.8% | $1,317.66万 | 加仓 |
| IJH | ISHARES TR | $2,301.00万 | 0.28% | 298,404 | 119,200 | 66.5% | $919.15万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,266.27万 | 0.28% | 379,673 | 28,229 | 8.0% | $168.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $2,263.02万 | 0.28% | 113,100 | 29,300 | 35.0% | $586.26万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,049.17万 | 0.25% | 739,774 | 64,599 | 9.6% | $178.94万 | 加仓 |
| ARKK | ARK ETF TR | $2,027.27万 | 0.25% | 250,838 | -629 | -0.3% | -$5.08万 | 减仓 |
| INTC | INTEL CORP | $2,019.86万 | 0.25% | 144,658 | 24,462 | 20.4% | $341.56万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,915.85万 | 0.23% | 405,900 | 1,533 | 0.4% | $7.24万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,876.49万 | 0.23% | 371,068 | 365,228 | 6,253.9% | $1,846.96万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,773.19万 | 0.22% | 559,189 | 501,661 | 872.0% | $1,590.77万 | 加仓 |
| BA | BOEING CO | $1,755.88万 | 0.21% | 81,114 | 71,068 | 707.4% | $1,538.41万 | 加仓 |
| ABBV | ABBVIE INC | $1,737.63万 | 0.21% | 69,052 | 37,531 | 119.1% | $944.43万 | 加仓 |
| KLAC | KLA CORP | $1,657.17万 | 0.20% | 54,926 | 40,096 | 270.4% | $1,209.73万 | 加仓 |
| ORCL | ORACLE CORP | $1,625.98万 | 0.20% | 110,951 | 32,743 | 41.9% | $479.85万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,547.92万 | 0.19% | 534,501 | 418,662 | 361.4% | $1,212.45万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,533.85万 | 0.19% | 38,570 | 6,337 | 19.7% | $252.01万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,527.91万 | 0.19% | 119,546 | 15,896 | 15.3% | $203.17万 | 加仓 |
| NFLX | NETFLIX INC. | $1,513.22万 | 0.18% | 211,935 | 19,836 | 10.3% | $141.63万 | 加仓 |
| HD | HOME DEPOT INC | $1,496.38万 | 0.18% | 42,429 | 3,760 | 9.7% | $132.61万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,489.23万 | 0.18% | 89,843 | 32,859 | 57.7% | $544.67万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $1,484.66万 | 0.18% | 230,180 | 210,268 | 1,056.0% | $1,356.23万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,472.99万 | 0.18% | 22,458 | 21,170 | 1,643.6% | $1,388.51万 | 加仓 |
| NULG | NUSHARES ETF TR | $1,456.65万 | 0.18% | 124,436 | 16,850 | 15.7% | $197.25万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,427.73万 | 0.17% | 90,346 | 45,103 | 99.7% | $712.76万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,425.74万 | 0.17% | 29,855 | 21,242 | 246.6% | $1,014.42万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,393.63万 | 0.17% | 169,253 | 22,510 | 15.3% | $185.35万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,375.51万 | 0.17% | 115,086 | 68,998 | 149.7% | $824.66万 | 加仓 |
| BLK | BLACKROCK INC | $1,361.57万 | 0.17% | 14,160 | 7,005 | 97.9% | $673.57万 | 加仓 |
| URI | UNITED RENTALS INC | $1,323.90万 | 0.16% | 11,686 | 4,661 | 66.3% | $528.04万 | 加仓 |
| DE | DEERE & CO | $1,310.00万 | 0.16% | 20,652 | 15,759 | 322.1% | $999.63万 | 加仓 |
| CSCO | CISCO SYS INC | $1,302.26万 | 0.16% | 110,868 | 42,117 | 61.3% | $494.71万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,279.23万 | 0.16% | 67,052 | 58,466 | 680.9% | $1,115.42万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,273.05万 | 0.16% | 17 | 14 | 466.7% | $1,048.39万 | 加仓 |
| NULV | NUSHARES ETF TR | $1,228.58万 | 0.15% | 245,765 | 28,988 | 13.4% | $144.91万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,226.23万 | 0.15% | 83,622 | 51,965 | 164.2% | $762.02万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,200.50万 | 0.15% | 40,275 | 15,576 | 63.1% | $464.28万 | 加仓 |
| NUDM | NUSHARES ETF TR | $1,200.34万 | 0.15% | 299,935 | 62,390 | 26.3% | $249.68万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,170.54万 | 0.14% | 151,560 | 47,187 | 45.2% | $364.44万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,127.77万 | 0.14% | 208,768 | 3,582 | 1.7% | $19.35万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,107.43万 | 0.14% | 106,524 | 103,405 | 3,315.3% | $1,075.00万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,100.69万 | 0.13% | 112,087 | 107,934 | 2,598.9% | $1,059.91万 | 加仓 |