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 |
|---|---|---|---|---|---|---|---|---|
| ESTC | ELASTIC N V | $22.70万 | 0.00% | 3,981 | 3,981 | — | $22.70万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $22.70万 | 0.00% | 4,296 | 4,296 | — | $22.70万 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $22.71万 | 0.00% | 4,667 | 4,667 | — | $22.71万 | 新建仓 |
| FNV | FRANCO NEV CORP | $22.72万 | 0.00% | 1,090 | 1,090 | — | $22.72万 | 新建仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $22.74万 | 0.00% | 791 | -216 | -21.4% | -$6.21万 | 重新持有 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $22.75万 | 0.00% | 5,115 | 5,115 | — | $22.75万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $22.76万 | 0.00% | 2,000 | 2,000 | — | $22.76万 | 新建仓 |
| U | UNITY SOFTWARE INC | $22.87万 | 0.00% | 8,003 | 8,003 | — | $22.87万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $22.89万 | 0.00% | 862 | 862 | — | $22.89万 | 新建仓 |
| ICLR | ICON PUB LTD CO | $22.89万 | 0.00% | 1,318 | 1,318 | — | $22.89万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $23.02万 | 0.00% | 7,794 | 7,794 | — | $23.02万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $23.12万 | 0.00% | 4,836 | 4,836 | — | $23.12万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $23.14万 | 0.00% | 2,066 | 2,066 | — | $23.14万 | 新建仓 |
| NVR | NVR INC | $23.17万 | 0.00% | 34 | 34 | — | $23.17万 | 新建仓 |
| ALLY | ALLY FINL INC | $23.18万 | 0.00% | 5,046 | 5,046 | — | $23.18万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $23.25万 | 0.00% | 439 | 439 | — | $23.25万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $23.30万 | 0.00% | 2,767 | 2,767 | — | $23.30万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $23.38万 | 0.00% | 4,017 | 149 | 3.9% | $8,672 | 加仓 |
| PKG | PACKAGING CORP AMER | $23.42万 | 0.00% | 983 | 20 | 2.1% | $4,766 | 加仓 |
| TIP | ISHARES TR | $23.48万 | 0.00% | 2,146 | 2,146 | — | $23.48万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $23.53万 | 0.00% | 420 | 420 | — | $23.53万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $23.57万 | 0.00% | 12,198 | 12,198 | — | $23.57万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $23.57万 | 0.00% | 1,752 | 172 | 10.9% | $2.31万 | 重新持有 |
| MATX | MATSON INC | $23.61万 | 0.00% | 1,228 | 1,228 | — | $23.61万 | 新建仓 |
| RMD | RESMED INC | $23.64万 | 0.00% | 1,213 | 1,213 | — | $23.64万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $23.67万 | 0.00% | 41,816 | 4,242 | 11.3% | $2.40万 | 加仓 |
| MOS | MOSAIC CO | $23.69万 | 0.00% | 11,179 | 11,179 | — | $23.69万 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $23.72万 | 0.00% | 3,098 | -1,824 | -37.1% | -$13.97万 | 减仓 |
| IVZ | INVESCO LTD | $23.82万 | 0.00% | 9,025 | 9,025 | — | $23.82万 | 新建仓 |
| GVI | ISHARES TR | $23.84万 | 0.00% | 2,247 | 22 | 1.0% | $2,334 | 加仓 |
| L | LOEWS CORP | $23.96万 | 0.00% | 2,116 | 16 | 0.8% | $1,811 | 加仓 |
| VMI | VALMONT INDS INC | $24.09万 | 0.00% | 417 | 417 | — | $24.09万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $24.25万 | 0.00% | 10,110 | 10,110 | — | $24.25万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $24.30万 | 0.00% | 8,714 | 8,714 | — | $24.30万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $24.39万 | 0.00% | 3,197 | 3,197 | — | $24.39万 | 新建仓 |
| NRG | NRG ENERGY INC | $24.49万 | 0.00% | 1,676 | 1,676 | — | $24.49万 | 新建仓 |
| AEE | AMEREN CORP | $24.50万 | 0.00% | 2,167 | 2,167 | — | $24.50万 | 新建仓 |
| CFO | VICTORY PORTFOLIOS II | $24.61万 | 0.00% | 3,073 | 3,073 | — | $24.61万 | 新建仓 |
| TFC | TRUIST FINL CORP | $24.63万 | 0.00% | 4,944 | 4,944 | — | $24.63万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $24.66万 | 0.00% | 13,648 | 2,324 | 20.5% | $4.20万 | 加仓 |
| SNA | SNAP ON INC | $24.67万 | 0.00% | 613 | 613 | — | $24.67万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $24.67万 | 0.00% | 2,847 | 68 | 2.4% | $5,892 | 加仓 |
| HAS | HASBRO INC | $24.70万 | 0.00% | 2,991 | 2,991 | — | $24.70万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $24.75万 | 0.00% | 5,187 | 336 | 6.9% | $1.60万 | 加仓 |
| FFIV | F5 INC | $24.75万 | 0.00% | 595 | 595 | — | $24.75万 | 新建仓 |
| SJM | SMUCKER J M CO | $24.81万 | 0.00% | 2,205 | 2,205 | — | $24.81万 | 新建仓 |
| SUB | ISHARES TR | $24.98万 | 0.00% | 2,346 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $25.19万 | 0.00% | 2,888 | 2,888 | — | $25.19万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $25.25万 | 0.00% | 14,554 | 524 | 3.7% | $9,091 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $25.27万 | 0.00% | 3,844 | 3,844 | — | $25.27万 | 新建仓 |
| GAM | GENERAL AMERN INVS CO INC | $25.27万 | 0.00% | 3,964 | -233 | -5.6% | -$1.49万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $25.34万 | 0.00% | 1,782 | 1,782 | — | $25.34万 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $25.39万 | 0.00% | 1,003 | 1 | 0.1% | $253 | 加仓 |
| ULTA | ULTA BEAUTY INC | $25.40万 | 0.00% | 564 | 83 | 17.3% | $3.74万 | 加仓 |
| — | ISHARES TR | $25.45万 | 0.00% | 2,846 | 46 | 1.6% | $4,114 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $25.53万 | 0.00% | 3,759 | 70 | 1.9% | $4,755 | 加仓 |
| OUSM | ALPS ETF TR | $25.63万 | 0.00% | 5,393 | 5,393 | — | $25.63万 | 新建仓 |
| DOCU | DOCUSIGN INC | $25.70万 | 0.00% | 5,785 | 5,785 | — | $25.70万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $25.83万 | 0.00% | 325 | 325 | — | $25.83万 | 新建仓 |
| BALL | BALL CORP | $25.86万 | 0.00% | 4,145 | 4,145 | — | $25.86万 | 新建仓 |
| AA | ALCOA CORP | $26.01万 | 0.00% | 4,988 | 4,988 | — | $26.01万 | 新建仓 |
| SHV | ISHARES TR | $26.03万 | 0.00% | 2,359 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $26.03万 | 0.00% | 2,800 | 2,800 | — | $26.03万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $26.10万 | 0.00% | 19,389 | 19,389 | — | $26.10万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $26.17万 | 0.00% | 7,807 | 7,807 | — | $26.17万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $26.17万 | 0.00% | 1,390 | 1,390 | — | $26.17万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $26.31万 | 0.00% | 2,440 | 2,440 | — | $26.31万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $26.39万 | 0.00% | 19,122 | 8,711 | 83.7% | $12.02万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $26.53万 | 0.00% | 2,174 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $26.62万 | 0.00% | 4,476 | 157 | 3.6% | $9,336 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $26.63万 | 0.00% | 4,774 | 4,774 | — | $26.63万 | 新建仓 |
| ING | ING GROEP N.V. | $26.73万 | 0.00% | 8,519 | 8,519 | — | $26.73万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $26.90万 | 0.00% | 3,395 | 3,395 | — | $26.90万 | 新建仓 |
| EXP | EAGLE MATLS INC | $26.91万 | 0.00% | 1,196 | 1,196 | — | $26.91万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $26.94万 | 0.00% | 2,087 | 2,087 | — | $26.94万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $26.97万 | 0.00% | 5,554 | 5,554 | — | $26.97万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $27.01万 | 0.00% | 2,531 | 20 | 0.8% | $2,135 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $27.20万 | 0.00% | 12,013 | 12,013 | — | $27.20万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $27.24万 | 0.00% | 550 | 550 | — | $27.24万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $27.27万 | 0.00% | 901 | -16,809 | -94.9% | -$508.70万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $27.33万 | 0.00% | 3,594 | 3,594 | — | $27.33万 | 新建仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $27.34万 | 0.00% | 6,833 | 6,833 | — | $27.34万 | 新建仓 |
| FIVE | FIVE BELOW INC | $27.34万 | 0.00% | 1,521 | 1,521 | — | $27.34万 | 新建仓 |
| MLI | MUELLER INDS INC | $27.55万 | 0.00% | 4,482 | 4,482 | — | $27.55万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $27.87万 | 0.00% | 1,443 | 1,443 | — | $27.87万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $27.88万 | 0.00% | 6,457 | 364 | 6.0% | $1.57万 | 重新持有 |
| FSLR | FIRST SOLAR INC | $27.88万 | 0.00% | 1,182 | 1,182 | — | $27.88万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $27.93万 | 0.00% | 210 | 210 | — | $27.93万 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $27.93万 | 0.00% | 4,020 | 1,007 | 33.4% | $7.00万 | 加仓 |
| TPR | TAPESTRY INC | $28.17万 | 0.00% | 1,924 | 1,924 | — | $28.17万 | 新建仓 |
| VFC | V F CORP | $28.23万 | 0.00% | 16,923 | 16,923 | — | $28.23万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $28.24万 | 0.00% | 5,922 | 5,922 | — | $28.24万 | 新建仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $28.33万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $28.52万 | 0.00% | 37,132 | 4,600 | 14.1% | $3.53万 | 加仓 |
| CHE | CHEMED CORP NEW | $28.55万 | 0.00% | 613 | 613 | — | $28.55万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $28.70万 | 0.00% | 1,777 | 1,777 | — | $28.70万 | 新建仓 |
| RBLX | ROBLOX CORP | $28.71万 | 0.00% | 5,279 | 5,279 | — | $28.71万 | 新建仓 |
| OVV | OVINTIV INC | $28.72万 | 0.00% | 5,455 | 5,455 | — | $28.72万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $28.73万 | 0.00% | 4,975 | 4,975 | — | $28.73万 | 新建仓 |
| WELL | WELLTOWER INC | $28.77万 | 0.00% | 1,267 | 1,267 | — | $28.77万 | 新建仓 |