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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP | $437.07万 | 0.05% | 26,721 | 24,617 | 1,170.0% | $402.66万 | 加仓 |
| APH | AMPHENOL CORP | $441.09万 | 0.05% | 25,016 | 5,238 | 26.5% | $92.36万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $441.24万 | 0.05% | 104,535 | 21,302 | 25.6% | $89.92万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $443.26万 | 0.05% | 48,849 | 24,487 | 100.5% | $222.20万 | 加仓 |
| DVY | ISHARES TR | $446.08万 | 0.05% | 28,539 | 2,310 | 8.8% | $36.11万 | 加仓 |
| QUAL | ISHARES TR | $448.70万 | 0.05% | 20,448 | 6,855 | 50.4% | $150.42万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $449.52万 | 0.05% | 123,972 | -4,275 | -3.3% | -$15.50万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $449.82万 | 0.05% | 135,123 | 35,961 | 36.3% | $119.71万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $452.47万 | 0.06% | 12,056 | 6,375 | 112.2% | $239.26万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $453.23万 | 0.06% | 8,896 | 4,879 | 121.5% | $248.57万 | 加仓 |
| CMI | CUMMINS INC | $453.96万 | 0.06% | 6,365 | 2,252 | 54.8% | $160.62万 | 加仓 |
| ETN | EATON CORP PLC | $471.25万 | 0.06% | 11,059 | 2,349 | 27.0% | $100.10万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $484.39万 | 0.06% | 78,814 | 78,814 | — | $484.39万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $488.35万 | 0.06% | 19,662 | 16,456 | 513.3% | $408.72万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $493.97万 | 0.06% | 42,339 | 27,508 | 185.5% | $320.94万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $498.53万 | 0.06% | 14,738 | 3,940 | 36.5% | $133.27万 | 加仓 |
| IYR | ISHARES TR | $498.84万 | 0.06% | 48,786 | -2,529 | -4.9% | -$25.86万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $507.11万 | 0.06% | 42,899 | 1,379 | 3.3% | $16.30万 | 加仓 |
| IWM | ISHARES TR | $512.47万 | 0.06% | 17,056 | 2,444 | 16.7% | $73.43万 | 加仓 |
| UNP | UNION PAC CORP | $512.49万 | 0.06% | 18,842 | 5,667 | 43.0% | $154.14万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $521.72万 | 0.06% | 21,471 | 9,295 | 76.3% | $225.86万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $526.75万 | 0.06% | 93,263 | 84,387 | 950.7% | $476.62万 | 加仓 |
| LOW | LOWES COS INC | $527.43万 | 0.06% | 23,921 | 3,002 | 14.4% | $66.19万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $533.65万 | 0.07% | 89,977 | 89,977 | — | $533.65万 | 新建仓 |
| ACWX | ISHARES TR | $535.08万 | 0.07% | 70,304 | 2,512 | 3.7% | $19.12万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $542.36万 | 0.07% | 127,114 | 127,114 | — | $542.36万 | 新建仓 |
| SNDK | SANDISK CORP | $547.29万 | 0.07% | 2,407 | 536 | 28.6% | $121.87万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $550.37万 | 0.07% | 109,115 | 1,670 | 1.6% | $8.42万 | 加仓 |
| TJX | TJX COS INC NEW | $551.72万 | 0.07% | 36,417 | 25,113 | 222.2% | $380.46万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $556.84万 | 0.07% | 120,802 | 25,054 | 26.2% | $115.49万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $564.26万 | 0.07% | 15,929 | 3,984 | 33.4% | $141.13万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $565.03万 | 0.07% | 496,294 | -135,611 | -21.5% | -$154.39万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $565.33万 | 0.07% | 125,322 | 56,744 | 82.7% | $255.97万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $569.40万 | 0.07% | 108,788 | 90,495 | 494.7% | $473.65万 | 加仓 |
| MUB | ISHARES TR | $573.59万 | 0.07% | 53,297 | 17,341 | 48.2% | $186.63万 | 加仓 |
| ASML | ASML HLDG NV | $576.81万 | 0.07% | 2,900 | 959 | 49.4% | $190.74万 | 加仓 |
| IXUS | ISHARES TR | $593.20万 | 0.07% | 62,155 | 2,368 | 4.0% | $22.60万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $600.46万 | 0.07% | 13,720 | 82 | 0.6% | $3.59万 | 加仓 |
| VV | VANGUARD INDEX FDS | $615.37万 | 0.08% | 17,893 | -4 | -0.0% | -$1,376 | 减仓 |
| AIQ | GLOBAL X FDS | $616.26万 | 0.08% | 93,928 | 93,928 | — | $616.26万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $619.46万 | 0.08% | 17,990 | 1,556 | 9.5% | $53.58万 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $627.07万 | 0.08% | 16,600 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $631.60万 | 0.08% | 12,598 | 7,843 | 164.9% | $393.21万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $641.98万 | 0.08% | 48,546 | 23,718 | 95.5% | $313.65万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $644.44万 | 0.08% | 207,214 | 193,680 | 1,431.1% | $602.35万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $644.59万 | 0.08% | 13,124 | 11,430 | 674.7% | $561.39万 | 加仓 |
| IVW | ISHARES TR | $650.31万 | 0.08% | 47,285 | 7,287 | 18.2% | $100.22万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $650.53万 | 0.08% | 12,666 | 3,925 | 44.9% | $201.59万 | 加仓 |
| GLD | SPDR GOLD TR | $668.62万 | 0.08% | 18,151 | 5,329 | 41.6% | $196.30万 | 加仓 |
| IWV | ISHARES TR | $672.75万 | 0.08% | 15,777 | 89 | 0.6% | $3.80万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $676.27万 | 0.08% | 19,318 | 1,340 | 7.5% | $46.91万 | 加仓 |
| MCD | MCDONALDS CORP | $701.38万 | 0.09% | 25,947 | 10,866 | 72.1% | $293.72万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $709.79万 | 0.09% | 7,355 | 1,553 | 26.8% | $149.87万 | 加仓 |
| EFA | ISHARES TR | $729.03万 | 0.09% | 70,180 | 10,861 | 18.3% | $112.82万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $731.84万 | 0.09% | 17,400 | 2,200 | 14.5% | $92.53万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $732.46万 | 0.09% | 99,776 | -876 | -0.9% | -$6.43万 | 减仓 |
| SRE | SEMPRA | $733.44万 | 0.09% | 79,111 | 76,731 | 3,224.0% | $711.38万 | 加仓 |
| KO | COCA COLA CO | $748.30万 | 0.09% | 92,075 | 51,797 | 128.6% | $420.96万 | 加仓 |
| CB | CHUBB LIMITED | $752.17万 | 0.09% | 22,075 | 11,119 | 101.5% | $378.86万 | 加仓 |
| SDY | SPDR SERIES TRUST | $755.91万 | 0.09% | 49,672 | 1,850 | 3.9% | $28.15万 | 加仓 |
| PEP | PEPSICO INC | $756.79万 | 0.09% | 55,893 | 39,535 | 241.7% | $535.31万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $756.99万 | 0.09% | 186,267 | 162,498 | 683.7% | $660.39万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $765.10万 | 0.09% | 207,683 | 156,362 | 304.7% | $576.04万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $787.48万 | 0.10% | 18,946 | 4,201 | 28.5% | $174.61万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $818.34万 | 0.10% | 226,499 | 51,813 | 29.7% | $187.20万 | 加仓 |
| IJS | ISHARES TR | $819.37万 | 0.10% | 59,948 | 33,302 | 125.0% | $455.17万 | 加仓 |
| GEV | GE VERNOVA INC | $821.18万 | 0.10% | 6,990 | 4,043 | 137.2% | $474.97万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $829.24万 | 0.10% | 37,028 | 30,242 | 445.7% | $677.27万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $834.68万 | 0.10% | 173,459 | 8,947 | 5.4% | $43.05万 | 加仓 |
| WFC | WELLS FARGO & CO | $850.12万 | 0.10% | 102,870 | 17,301 | 20.2% | $142.98万 | 加仓 |
| AFL | AFLAC INC | $856.99万 | 0.10% | 73,091 | 3,676 | 5.3% | $43.10万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $867.46万 | 0.11% | 91,455 | 87,689 | 2,328.4% | $831.73万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $874.31万 | 0.11% | 31,091 | 12,991 | 71.8% | $365.32万 | 加仓 |
| RTX | RTX CORPORATION | $890.94万 | 0.11% | 46,959 | 24,693 | 110.9% | $468.49万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $903.30万 | 0.11% | 115,941 | 193 | 0.2% | $1.50万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $904.73万 | 0.11% | 93,823 | 8,544 | 10.0% | $82.39万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $907.75万 | 0.11% | 85,387 | 10,168 | 13.5% | $108.10万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $916.80万 | 0.11% | 246,056 | 214,964 | 691.4% | $800.96万 | 加仓 |
| AMGN | AMGEN INC | $921.10万 | 0.11% | 25,436 | 16,021 | 170.2% | $580.16万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $924.30万 | 0.11% | 110,364 | 71,235 | 182.1% | $596.59万 | 加仓 |
| MRK | MERCK & CO INC | $928.80万 | 0.11% | 72,281 | 46,291 | 178.1% | $594.83万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $932.54万 | 0.11% | 14,600 | -3,203 | -18.0% | -$204.58万 | 减仓 |
| ESML | ISHARES TR | $967.54万 | 0.12% | 172,992 | 6,490 | 3.9% | $36.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $971.65万 | 0.12% | 51,000 | 8,461 | 19.9% | $161.20万 | 加仓 |
| IEMG | ISHARES INC | $977.06万 | 0.12% | 117,945 | 8,009 | 7.3% | $66.35万 | 加仓 |
| GE | GE AEROSPACE | $986.81万 | 0.12% | 26,404 | 13,191 | 99.8% | $492.99万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,000.60万 | 0.12% | 130,457 | -6,603 | -4.8% | -$50.64万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,006.58万 | 0.12% | 9,953 | 4,997 | 100.8% | $505.36万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,009.83万 | 0.12% | 118,123 | 50,454 | 74.6% | $431.33万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,063.03万 | 0.13% | 186,562 | 65,710 | 54.4% | $374.42万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,065.40万 | 0.13% | 31,241 | 12,599 | 67.6% | $429.66万 | 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 |
| MOAT | VANECK ETF TRUST | $1,107.43万 | 0.14% | 106,524 | 103,405 | 3,315.3% | $1,075.00万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,127.77万 | 0.14% | 208,768 | 3,582 | 1.7% | $19.35万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,170.54万 | 0.14% | 151,560 | 47,187 | 45.2% | $364.44万 | 加仓 |
| NUDM | NUSHARES ETF TR | $1,200.34万 | 0.15% | 299,935 | 62,390 | 26.3% | $249.68万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,200.50万 | 0.15% | 40,275 | 15,576 | 63.1% | $464.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,226.23万 | 0.15% | 83,622 | 51,965 | 164.2% | $762.02万 | 加仓 |
| NULV | NUSHARES ETF TR | $1,228.58万 | 0.15% | 245,765 | 28,988 | 13.4% | $144.91万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,273.05万 | 0.16% | 17 | 14 | 466.7% | $1,048.39万 | 加仓 |