MISSION WEALTH MANAGEMENT, LP
Santa Barbara CA · SEC CIK 0001645382
$48.63亿2026Q1 申报市值
728持仓数
48.1%前十大占比 · 第一大 9.7%
52 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVDE 加仓+$1.66亿
DFUS 加仓+$2,692.70万
GPIX 加仓+$2,390.50万
BIV 新建仓+$1,057.83万
BSV 新建仓+$907.58万
2026Q1 卖出最多 按季末市值估算
IEFA 减仓-$1.57亿
NVDA 减仓-$1,134.59万
AAPL 减仓-$1,055.13万
TTD 减仓-$697.63万
GOOG 减仓-$554.56万
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 |
|---|---|---|---|---|---|---|---|---|
| MDB | MONGODB INC | $49.63万 | 0.01% | 2,028 | 89 | 4.6% | $2.18万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $49.74万 | 0.01% | 3,002 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $50.03万 | 0.01% | 2,428 | -103 | -4.1% | -$2.12万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $50.23万 | 0.01% | 13,502 | -2,064 | -13.3% | -$7.68万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $50.31万 | 0.01% | 8,876 | 3,301 | 59.2% | $18.71万 | 加仓 |
| IBTH | ISHARES TR | $50.64万 | 0.01% | 22,578 | 22,578 | — | $50.64万 | 新建仓 |
| MYRG | MYR GROUP INC | $50.85万 | 0.01% | 1,801 | 1,801 | — | $50.85万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $50.96万 | 0.01% | 35,683 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $51.24万 | 0.01% | 4,622 | 36 | 0.8% | $3,991 | 加仓 |
| YETI | YETI HLDGS INC | $52.77万 | 0.01% | 14,421 | 616 | 4.5% | $2.25万 | 加仓 |
| SYY | SYSCO CORP | $52.78万 | 0.01% | 7,399 | -741 | -9.1% | -$5.29万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $52.99万 | 0.01% | 21,272 | 21,272 | — | $52.99万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $53.13万 | 0.01% | 28,473 | 28,473 | — | $53.13万 | 新建仓 |
| UL | UNILEVER PLC | $53.40万 | 0.01% | 9,373 | -302 | -3.1% | -$1.72万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $53.59万 | 0.01% | 7,990 | -5,430 | -40.5% | -$36.42万 | 减仓 |
| EBAY | EBAY INC. | $53.74万 | 0.01% | 5,904 | -879 | -13.0% | -$8.00万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $53.86万 | 0.01% | 7,164 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $54.64万 | 0.01% | 11,450 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $54.68万 | 0.01% | 26,418 | -398 | -1.5% | -$8,238 | 减仓 |
| PPG | PPG INDS INC | $55.02万 | 0.01% | 5,148 | 150 | 3.0% | $1.60万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $55.06万 | 0.01% | 12,786 | 291 | 2.3% | $1.25万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $55.11万 | 0.01% | 2,871 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $55.28万 | 0.01% | 3,403 | 86 | 2.6% | $1.40万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $55.35万 | 0.01% | 9,294 | 9,294 | — | $55.35万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $55.70万 | 0.01% | 7,045 | 3 | 0.0% | $237 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $55.85万 | 0.01% | 6,670 | 241 | 3.7% | $2.02万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $56.25万 | 0.01% | 9,620 | -171 | -1.7% | -$9,998 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $56.27万 | 0.01% | 6,999 | -744 | -9.6% | -$5.98万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $56.42万 | 0.01% | 6,869 | 325 | 5.0% | $2.67万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $56.58万 | 0.01% | 2,174 | 9 | 0.4% | $2,342 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $56.78万 | 0.01% | 6,042 | 616 | 11.4% | $5.79万 | 加仓 |
| DEM | WISDOMTREE TR | $56.79万 | 0.01% | 11,429 | -493 | -4.1% | -$2.45万 | 减仓 |
| HSY | HERSHEY CO | $56.91万 | 0.01% | 2,737 | -491 | -15.2% | -$10.21万 | 减仓 |
| WMB | WILLIAMS COS INC | $57.00万 | 0.01% | 7,832 | -239 | -3.0% | -$1.74万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $57.15万 | 0.01% | 2,634 | 108 | 4.3% | $2.34万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $57.22万 | 0.01% | 4,660 | -314 | -6.3% | -$3.86万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $57.38万 | 0.01% | 6,961 | -562 | -7.5% | -$4.63万 | 减仓 |
| AZN | ASTRAZENECA PLC | $57.63万 | 0.01% | 2,922 | 2,922 | — | $57.63万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $57.80万 | 0.01% | 3,574 | -599 | -14.4% | -$9.69万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $57.89万 | 0.01% | 6,067 | -8,836 | -59.3% | -$84.30万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $57.97万 | 0.01% | 3,132 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $58.07万 | 0.01% | 2,931 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $58.15万 | 0.01% | 6,345 | 6,345 | — | $58.15万 | 新建仓 |
| IUSV | ISHARES TR | $58.34万 | 0.01% | 5,706 | -351 | -5.8% | -$3.59万 | 减仓 |
| NUBD | NUSHARES ETF TR | $58.37万 | 0.01% | 26,282 | 1,770 | 7.2% | $3.93万 | 加仓 |
| SNPS | SYNOPSYS INC | $58.77万 | 0.01% | 1,482 | 77 | 5.5% | $3.05万 | 加仓 |
| MMM | 3M CO | $58.92万 | 0.01% | 4,057 | 116 | 2.9% | $1.68万 | 加仓 |
| HD | HOME DEPOT INC 看跌期权 | $59.20万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $59.24万 | 0.01% | 10,616 | 252 | 2.4% | $1.41万 | 加仓 |
| GIS | GENERAL MILLS INC | $59.29万 | 0.01% | 15,930 | 655 | 4.3% | $2.44万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $59.30万 | 0.01% | 25,537 | -7,202 | -22.0% | -$16.72万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $59.59万 | 0.01% | 2,864 | -443 | -13.4% | -$9.22万 | 减仓 |
| KR | KROGER CO | $59.98万 | 0.01% | 8,290 | 50 | 0.6% | $3,618 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $60.02万 | 0.01% | 7,914 | 21 | 0.3% | $1,593 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $60.26万 | 0.01% | 12,064 | 12,064 | — | $60.26万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $60.36万 | 0.01% | 2,409 | -2,656 | -52.4% | -$66.55万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $60.46万 | 0.01% | 2,081 | -55 | -2.6% | -$1.60万 | 减仓 |
| RELX | RELX PLC | $60.54万 | 0.01% | 18,263 | -2,407 | -11.6% | -$7.98万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $61.40万 | 0.01% | 1,382 | 53 | 4.0% | $2.35万 | 加仓 |
| IJK | ISHARES TR | $61.41万 | 0.01% | 6,103 | 30 | 0.5% | $3,019 | 加仓 |
| SAP | SAP SE | $61.57万 | 0.01% | 3,596 | -46 | -1.3% | -$7,876 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $61.84万 | 0.01% | 1,517 | -1,170 | -43.5% | -$47.69万 | 减仓 |
| MUNI | PIMCO ETF TR | $62.19万 | 0.01% | 11,916 | -265 | -2.2% | -$1.38万 | 减仓 |
| NVO | NOVO-NORDISK A S | $62.27万 | 0.01% | 16,944 | -3,816 | -18.4% | -$14.02万 | 减仓 |
| C | CITIGROUP INC | $62.87万 | 0.01% | 5,544 | 400 | 7.8% | $4.54万 | 加仓 |
| IOT | SAMSARA INC 看跌期权 | $63.38万 | 0.01% | 20,000 | -10,000 | -33.3% | -$31.69万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND 看跌期权 | $63.45万 | 0.01% | 3,200 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $63.73万 | 0.01% | 8,708 | 202 | 2.4% | $1.48万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $63.80万 | 0.01% | 7,915 | -464 | -5.5% | -$3.74万 | 减仓 |
| USMV | ISHARES TR | $64.94万 | 0.01% | 7,002 | -2,889 | -29.2% | -$26.79万 | 减仓 |
| VIS | VANGUARD WORLD FD | $64.98万 | 0.01% | 2,081 | -128 | -5.8% | -$4.00万 | 减仓 |
| IBTG | ISHARES TR | $65.25万 | 0.01% | 28,474 | 28,474 | — | $65.25万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $65.73万 | 0.01% | 616 | -6 | -1.0% | -$6,403 | 减仓 |
| PWR | QUANTA SVCS INC | $65.81万 | 0.01% | 1,199 | 127 | 11.8% | $6.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $66.83万 | 0.01% | 28,258 | -729 | -2.5% | -$1.72万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $67.29万 | 0.01% | 9,355 | -18,600 | -66.5% | -$133.79万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $67.42万 | 0.01% | 2,489 | -421 | -14.5% | -$11.40万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $67.50万 | 0.01% | 2,894 | -25 | -0.9% | -$5,831 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $67.87万 | 0.01% | 39,993 | -510 | -1.3% | -$8,655 | 减仓 |
| OKE | ONEOK INC NEW | $67.96万 | 0.01% | 7,519 | -1,101 | -12.8% | -$9.95万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $68.22万 | 0.01% | 4,653 | -674 | -12.7% | -$9.88万 | 减仓 |
| CLX | CLOROX CO DEL | $68.88万 | 0.01% | 6,646 | -126 | -1.9% | -$1.31万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $68.92万 | 0.01% | 7,466 | -3,095 | -29.3% | -$28.57万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $69.49万 | 0.01% | 28,633 | -37,196 | -56.5% | -$90.27万 | 减仓 |
| MA | MASTERCARD INCORPORATED 看跌期权 | $69.95万 | 0.01% | 1,400 | -400 | -22.2% | -$19.99万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $70.39万 | 0.01% | 10,004 | -736 | -6.9% | -$5.18万 | 减仓 |
| BMI | BADGER METER INC | $70.39万 | 0.01% | 4,620 | 70 | 1.5% | $1.07万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $70.60万 | 0.01% | 1,694 | 145 | 9.4% | $6.04万 | 加仓 |
| ROST | ROSS STORES INC | $70.77万 | 0.01% | 3,267 | -244 | -6.9% | -$5.29万 | 减仓 |
| FIX | COMFORT SYS USA INC | $71.43万 | 0.01% | 518 | 518 | — | $71.43万 | 新建仓 |
| BBY | BEST BUY INC | $71.66万 | 0.01% | 11,161 | -74 | -0.7% | -$4,751 | 减仓 |
| RIO | RIO TINTO PLC | $71.69万 | 0.01% | 7,685 | 361 | 4.9% | $3.37万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $71.89万 | 0.01% | 15,870 | -679 | -4.1% | -$3.08万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $72.23万 | 0.01% | 30,425 | -209 | -0.7% | -$4,962 | 减仓 |
| BHP | BHP BILLITON LIMITED | $72.29万 | 0.01% | 9,938 | -224 | -2.2% | -$1.63万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $72.33万 | 0.01% | 4,204 | -196 | -4.5% | -$3.37万 | 减仓 |
| VLO | VALERO ENERGY CORP | $72.73万 | 0.01% | 2,944 | 24 | 0.8% | $5,929 | 加仓 |
| IJJ | ISHARES TR | $72.88万 | 0.01% | 5,501 | -1,066 | -16.2% | -$14.12万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $73.02万 | 0.02% | 8,852 | -220 | -2.4% | -$1.81万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $73.31万 | 0.02% | 20,534 | 46 | 0.2% | $1,642 | 加仓 |