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 |
|---|---|---|---|---|---|---|---|---|
| EVR | EVERCORE INC | $28.89万 | 0.00% | 846 | 846 | — | $28.89万 | 新建仓 |
| EEMV | ISHARES INC | $28.97万 | 0.00% | 3,849 | 3,849 | — | $28.97万 | 新建仓 |
| CSL | CARLISLE COS INC | $28.98万 | 0.00% | 799 | 123 | 18.2% | $4.46万 | 加仓 |
| HUBS | HUBSPOT INC | $29.15万 | 0.00% | 1,597 | 1,597 | — | $29.15万 | 新建仓 |
| ILCG | ISHARES TR | $29.25万 | 0.00% | 2,500 | 2,500 | — | $29.25万 | 新建仓 |
| GDDY | GODADDY INC | $29.31万 | 0.00% | 3,454 | 1,615 | 87.8% | $13.71万 | 重新持有 |
| D | DOMINION ENERGY INC | $29.46万 | 0.00% | 4,313 | 4,313 | — | $29.46万 | 新建仓 |
| IPAC | ISHARES TR | $29.63万 | 0.00% | 3,617 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $29.67万 | 0.00% | 12,562 | 12,562 | — | $29.67万 | 新建仓 |
| DASH | DOORDASH INC | $29.73万 | 0.00% | 1,611 | 378 | 30.7% | $6.98万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $29.75万 | 0.00% | 6,561 | 2,010 | 44.2% | $9.11万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $29.76万 | 0.00% | 10,157 | -513 | -4.8% | -$1.50万 | 减仓 |
| FLR | FLUOR CORP | $29.78万 | 0.00% | 5,685 | 5,685 | — | $29.78万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $29.79万 | 0.00% | 1,000 | 1,000 | — | $29.79万 | 新建仓 |
| LEN | LENNAR CORP | $29.83万 | 0.00% | 3,297 | 3,297 | — | $29.83万 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $30.04万 | 0.00% | 18,083 | 18,083 | — | $30.04万 | 新建仓 |
| — | ISHARES TR | $30.08万 | 0.00% | 5,703 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $30.10万 | 0.00% | 7,904 | 7,904 | — | $30.10万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $30.12万 | 0.00% | 1,462 | 1,462 | — | $30.12万 | 新建仓 |
| MKSI | MKS INC. | $30.51万 | 0.00% | 686 | 686 | — | $30.51万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $30.61万 | 0.00% | 3,185 | 3,185 | — | $30.61万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $30.64万 | 0.00% | 3,718 | 3,718 | — | $30.64万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $30.83万 | 0.00% | 5,057 | 5,057 | — | $30.83万 | 新建仓 |
| ALMU | AELUMA INC | $30.87万 | 0.00% | 13,983 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE CO DEL | $31.00万 | 0.00% | 3,994 | -3,920 | -49.5% | -$30.43万 | 减仓 |
| FNB | F N B CORP | $31.15万 | 0.00% | 16,326 | 16,326 | — | $31.15万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $31.43万 | 0.00% | 2,925 | 2,925 | — | $31.43万 | 新建仓 |
| TQQQ | PROSHARES TR | $31.46万 | 0.00% | 3,884 | -2,784 | -41.8% | -$22.55万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $31.47万 | 0.00% | 1,641 | 1,641 | — | $31.47万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $31.47万 | 0.00% | 2,522 | 2,522 | — | $31.47万 | 新建仓 |
| CUBE | CUBESMART | $31.54万 | 0.00% | 7,930 | 7,930 | — | $31.54万 | 新建仓 |
| PFF | ISHARES TR | $31.56万 | 0.00% | 10,350 | 1,202 | 13.1% | $3.67万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $31.56万 | 0.00% | 5,081 | 780 | 18.1% | $4.84万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $31.73万 | 0.00% | 5,785 | 5,785 | — | $31.73万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $32.09万 | 0.00% | 6,240 | 6,240 | — | $32.09万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $32.12万 | 0.00% | 32,743 | 5,529 | 20.3% | $5.42万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $32.19万 | 0.00% | 4,274 | 1,124 | 35.7% | $8.46万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $32.21万 | 0.00% | 851 | 851 | — | $32.21万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $32.23万 | 0.00% | 953 | 953 | — | $32.23万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $32.34万 | 0.00% | 9,879 | 9,879 | — | $32.34万 | 新建仓 |
| ZTS | ZOETIS INC | $32.36万 | 0.00% | 4,504 | 377 | 9.1% | $2.71万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $32.45万 | 0.00% | 4,263 | 420 | 10.9% | $3.20万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $32.57万 | 0.00% | 17,578 | 6,339 | 56.4% | $11.75万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $32.76万 | 0.00% | 1,769 | 1,769 | — | $32.76万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $32.84万 | 0.00% | 5,739 | 5,739 | — | $32.84万 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $32.88万 | 0.00% | 4,401 | 4,401 | — | $32.88万 | 新建仓 |
| MHK | MOHAWK INDS INC | $32.90万 | 0.00% | 2,712 | 2,712 | — | $32.90万 | 新建仓 |
| IMAX | IMAX CORP | $33.00万 | 0.00% | 8,278 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $33.03万 | 0.00% | 1,882 | -855 | -31.2% | -$15.00万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $33.05万 | 0.00% | 2,695 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $33.09万 | 0.00% | 6,285 | 6,285 | — | $33.09万 | 新建仓 |
| AMCR | AMCOR PLC | $33.15万 | 0.00% | 7,648 | -155 | -2.0% | -$6,719 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $33.19万 | 0.00% | 5,185 | 2,696 | 108.3% | $17.26万 | 重新持有 |
| OSK | OSHKOSH CORP | $33.23万 | 0.00% | 2,166 | 2,166 | — | $33.23万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $33.29万 | 0.00% | 1,051 | 1,051 | — | $33.29万 | 新建仓 |
| HAL | HALLIBURTON CO | $33.39万 | 0.00% | 9,836 | 9,836 | — | $33.39万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND 看跌期权 | $33.60万 | 0.00% | 2,700 | -500 | -15.6% | -$6.22万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $33.65万 | 0.00% | 2,406 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $33.72万 | 0.00% | 2,631 | 110 | 4.4% | $1.41万 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $33.80万 | 0.00% | 600 | 600 | — | $33.80万 | 新建仓 |
| LQD | ISHARES TR | $33.97万 | 0.00% | 3,115 | 12 | 0.4% | $1,309 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $33.97万 | 0.00% | 32,142 | 32,142 | — | $33.97万 | 新建仓 |
| RWX | SPDR INDEX SHS FDS | $34.03万 | 0.00% | 12,598 | -1,272 | -9.2% | -$3.44万 | 减仓 |
| CRWV | COREWEAVE INC | $34.19万 | 0.00% | 3,435 | 3,435 | — | $34.19万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $34.31万 | 0.00% | 9,762 | 9,762 | — | $34.31万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $34.39万 | 0.00% | 6,101 | -101,431 | -94.3% | -$571.82万 | 重新持有 |
| ITT | ITT INC | $34.48万 | 0.00% | 1,743 | 1,743 | — | $34.48万 | 新建仓 |
| CR | CRANE COMPANY | $34.60万 | 0.00% | 1,551 | 1,551 | — | $34.60万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $34.65万 | 0.00% | 8,530 | 8,530 | — | $34.65万 | 新建仓 |
| AAPL | APPLE INC 看涨期权 | $34.72万 | 0.00% | 1,200 | 1,200 | — | $34.72万 | 新建仓 |
| USIG | ISHARES TR | $34.74万 | 0.00% | 6,773 | 450 | 7.1% | $2.31万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $34.75万 | 0.00% | 1,604 | 1,604 | — | $34.75万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $34.86万 | 0.00% | 10,252 | 2,171 | 26.9% | $7.38万 | 加仓 |
| MGV | VANGUARD WORLD FD | $35.00万 | 0.00% | 2,141 | 2,141 | — | $35.00万 | 新建仓 |
| MLRG | ISHARES TR | $35.08万 | 0.00% | 3,384 | 3,384 | — | $35.08万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $35.13万 | 0.00% | 2,946 | 2,946 | — | $35.13万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $35.17万 | 0.00% | 2,746 | 2,746 | — | $35.17万 | 新建仓 |
| VST | VISTRA CORP | $35.19万 | 0.00% | 2,219 | 2,219 | — | $35.19万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $35.21万 | 0.00% | 11,202 | 81 | 0.7% | $2,546 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $35.38万 | 0.00% | 6,690 | 0 | 0.0% | — | 不变 |
| — | SP FUNDS TRUST | $35.48万 | 0.00% | 10,261 | 10,261 | — | $35.48万 | 新建仓 |
| VLTO | VERALTO CORP | $35.61万 | 0.00% | 4,016 | 341 | 9.3% | $3.02万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $35.66万 | 0.00% | 4,667 | 4,667 | — | $35.66万 | 新建仓 |
| GOOGL | ALPHABET INC 看涨期权 | $35.74万 | 0.00% | 1,000 | 1,000 | — | $35.74万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $35.83万 | 0.00% | 9,416 | 9,416 | — | $35.83万 | 新建仓 |
| EZU | ISHARES INC | $35.83万 | 0.00% | 5,156 | 5,156 | — | $35.83万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $35.87万 | 0.00% | 3,934 | 3,934 | — | $35.87万 | 新建仓 |
| SNY | SANOFI SA | $35.94万 | 0.00% | 8,425 | 1,516 | 21.9% | $6.47万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $35.97万 | 0.00% | 2,953 | 2,953 | — | $35.97万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $35.99万 | 0.00% | 13,500 | 13,500 | — | $35.99万 | 新建仓 |
| CPRT | COPART INC | $36.11万 | 0.00% | 12,810 | 12,810 | — | $36.11万 | 新建仓 |
| EQNR | EQUINOR ASA | $36.12万 | 0.00% | 11,503 | 168 | 1.5% | $5,275 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $36.13万 | 0.00% | 6,837 | 6,837 | — | $36.13万 | 新建仓 |
| SOXX | ISHARES TR | $36.19万 | 0.00% | 565 | 565 | — | $36.19万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $36.55万 | 0.00% | 4,447 | 4,447 | — | $36.55万 | 新建仓 |
| ATI | ATI INC | $36.58万 | 0.00% | 1,856 | 1,856 | — | $36.58万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $36.59万 | 0.00% | 4,420 | 1,635 | 58.7% | $13.54万 | 加仓 |
| DEO | DIAGEO PLC | $36.59万 | 0.00% | 4,552 | 1,648 | 56.7% | $13.25万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $36.60万 | 0.00% | 548 | 90 | 19.7% | $6.01万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $36.67万 | 0.00% | 1,725 | 1,725 | — | $36.67万 | 新建仓 |