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 |
|---|---|---|---|---|---|---|---|---|
| NXST | NEXSTAR MEDIA GROUP INC | $36.67万 | 0.00% | 2,054 | 2,054 | — | $36.67万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $36.78万 | 0.00% | 7,296 | 7,296 | — | $36.78万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $36.80万 | 0.00% | 8,693 | 8,693 | — | $36.80万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $36.89万 | 0.00% | 4,950 | 4,950 | — | $36.89万 | 新建仓 |
| ERII | ENERGY RECOVERY INC | $36.99万 | 0.00% | 41,014 | 227 | 0.6% | $2,048 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $37.34万 | 0.00% | 500 | 500 | — | $37.34万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $37.35万 | 0.00% | 15,752 | 15,752 | — | $37.35万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $37.53万 | 0.00% | 2,645 | 2,645 | — | $37.53万 | 新建仓 |
| AYI | ACUITY INC | $37.60万 | 0.00% | 999 | 999 | — | $37.60万 | 新建仓 |
| EFAV | ISHARES TR | $37.66万 | 0.00% | 4,293 | 1,611 | 60.1% | $14.13万 | 加仓 |
| REMX | VANECK ETF TRUST | $37.69万 | 0.00% | 4,259 | 1,966 | 85.7% | $17.40万 | 加仓 |
| EFX | EQUIFAX INC | $37.79万 | 0.00% | 2,381 | 2,381 | — | $37.79万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $37.98万 | 0.00% | 7,140 | -492 | -6.4% | -$2.62万 | 减仓 |
| DTE | DTE ENERGY CO | $38.21万 | 0.00% | 2,508 | 2,508 | — | $38.21万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $38.58万 | 0.00% | 2,876 | 2,876 | — | $38.58万 | 新建仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $38.78万 | 0.00% | 5,689 | 5,689 | — | $38.78万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $38.82万 | 0.00% | 9,394 | 9,394 | — | $38.82万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $38.97万 | 0.00% | 5,336 | 5,336 | — | $38.97万 | 新建仓 |
| — | PROSHARES TR II | $39.12万 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $39.14万 | 0.00% | 3,258 | 3,258 | — | $39.14万 | 新建仓 |
| — | CHART INDS INC | $39.18万 | 0.00% | 1,875 | 35 | 1.9% | $7,314 | 加仓 |
| IT | GARTNER INC | $39.25万 | 0.00% | 3,028 | 3,028 | — | $39.25万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $39.59万 | 0.00% | 1,608 | 1,608 | — | $39.59万 | 新建仓 |
| MET | METLIFE INC | $39.66万 | 0.00% | 4,688 | 4,688 | — | $39.66万 | 新建仓 |
| DMXF | ISHARES TR | $39.89万 | 0.00% | 4,715 | 4,715 | — | $39.89万 | 新建仓 |
| DTD | WISDOMTREE TR | $39.98万 | 0.00% | 4,287 | -240 | -5.3% | -$2.24万 | 减仓 |
| FFA | FIRST TR ENHANCED EQUITY | $40.34万 | 0.00% | 18,042 | 18,042 | — | $40.34万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $40.51万 | 0.00% | 10,257 | 579 | 6.0% | $2.29万 | 加仓 |
| AMZN | AMAZON COM INC 看跌期权 | $40.52万 | 0.00% | 1,700 | -600 | -26.1% | -$14.30万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $40.52万 | 0.00% | 1,700 | 1,700 | — | $40.52万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $40.62万 | 0.00% | 3,996 | -8,792 | -68.8% | -$89.36万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $40.70万 | 0.00% | 7,583 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $40.72万 | 0.00% | 5,410 | 5,410 | — | $40.72万 | 新建仓 |
| OKLO | OKLO INC | $40.89万 | 0.00% | 7,813 | 125 | 1.6% | $6,541 | 加仓 |
| TXT | TEXTRON INC | $41.04万 | 0.01% | 4,473 | 4,473 | — | $41.04万 | 新建仓 |
| NKE | NIKE INC 看涨期权 | $41.05万 | 0.01% | 10,000 | 10,000 | — | $41.05万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $41.30万 | 0.01% | 2,969 | 236 | 8.6% | $3.28万 | 重新持有 |
| MINT | PIMCO ETF TR | $41.31万 | 0.01% | 4,098 | 1,922 | 88.3% | $19.38万 | 重新持有 |
| GDX | VANECK ETF TRUST | $41.34万 | 0.01% | 5,479 | 1,903 | 53.2% | $14.36万 | 加仓 |
| — | ETF SER SOLUTIONS | $41.34万 | 0.01% | 14,231 | 14,231 | — | $41.34万 | 新建仓 |
| FISV | FISERV INC | $41.51万 | 0.01% | 8,462 | -2,154 | -20.3% | -$10.57万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $41.54万 | 0.01% | 3,157 | 3,157 | — | $41.54万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $41.65万 | 0.01% | 8,334 | 8,334 | — | $41.65万 | 新建仓 |
| NVT | NVENT ELEC PLC | $42.21万 | 0.01% | 2,489 | 2,489 | — | $42.21万 | 新建仓 |
| STT | STATE STR CORP | $42.23万 | 0.01% | 2,490 | 844 | 51.3% | $14.31万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $42.25万 | 0.01% | 4,285 | 4,285 | — | $42.25万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $42.32万 | 0.01% | 25,831 | 14,332 | 124.6% | $23.48万 | 加仓 |
| AZO | AUTOZONE INC | $42.38万 | 0.01% | 133 | 16 | 13.7% | $5.10万 | 加仓 |
| WAB | WABTEC | $42.40万 | 0.01% | 1,573 | 1,573 | — | $42.40万 | 新建仓 |
| GPC | GENUINE PARTS CO | $42.51万 | 0.01% | 3,603 | 1,905 | 112.2% | $22.48万 | 重新持有 |
| DDOG | DATADOG INC | $42.60万 | 0.01% | 1,636 | 1,636 | — | $42.60万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $42.66万 | 0.01% | 10,224 | 2,493 | 32.2% | $10.40万 | 加仓 |
| ALL | ALLSTATE CORP 看跌期权 | $42.83万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC 看跌期权 | $42.93万 | 0.01% | 3,000 | -3,000 | -50.0% | -$42.93万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $42.96万 | 0.01% | 14,104 | 14,104 | — | $42.96万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $43.02万 | 0.01% | 15,057 | 15,057 | — | $43.02万 | 新建仓 |
| — | TIDAL TRUST I | $43.07万 | 0.01% | 23,914 | 12,507 | 109.6% | $22.53万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $43.26万 | 0.01% | 3,159 | -244 | -7.2% | -$3.34万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $43.50万 | 0.01% | 6,075 | 3,347 | 122.7% | $23.97万 | 重新持有 |
| FANG | DIAMONDBACK ENERGY INC | $43.72万 | 0.01% | 2,487 | 2,487 | — | $43.72万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $43.74万 | 0.01% | 5,266 | 722 | 15.9% | $6.00万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $43.77万 | 0.01% | 8,399 | 83 | 1.0% | $4,325 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $43.85万 | 0.01% | 2,027 | 212 | 11.7% | $4.59万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $43.97万 | 0.01% | 7,420 | -432 | -5.5% | -$2.56万 | 减仓 |
| OC | OWENS CORNING NEW | $44.12万 | 0.01% | 2,775 | 2,775 | — | $44.12万 | 新建仓 |
| TSN | TYSON FOODS INC | $44.16万 | 0.01% | 7,713 | 7,713 | — | $44.16万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $44.58万 | 0.01% | 9,793 | 1,020 | 11.6% | $4.64万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $44.61万 | 0.01% | 773 | 281 | 57.1% | $16.22万 | 加仓 |
| AOA | ISHARES TR | $45.02万 | 0.01% | 4,612 | -815 | -15.0% | -$7.95万 | 减仓 |
| ICF | ISHARES TR | $45.03万 | 0.01% | 6,659 | 6,659 | — | $45.03万 | 新建仓 |
| RDDT | REDDIT INC 看跌期权 | $45.13万 | 0.01% | 2,600 | 2,600 | — | $45.13万 | 新建仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $45.15万 | 0.01% | 4,849 | 4,849 | — | $45.15万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $45.16万 | 0.01% | 9,297 | 9,297 | — | $45.16万 | 新建仓 |
| RY | ROYAL BK CDA | $45.23万 | 0.01% | 2,185 | 459 | 26.6% | $9.50万 | 加仓 |
| HUM | HUMANA INC | $45.28万 | 0.01% | 1,140 | 257 | 29.1% | $10.21万 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $45.33万 | 0.01% | 328 | 328 | — | $45.33万 | 新建仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $45.35万 | 0.01% | 8,110 | 8,110 | — | $45.35万 | 新建仓 |
| JBL | JABIL INC | $45.45万 | 0.01% | 1,179 | 1,179 | — | $45.45万 | 新建仓 |
| HEFA | ISHARES TR | $45.48万 | 0.01% | 9,691 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $45.58万 | 0.01% | 17,631 | 3,707 | 26.6% | $9.58万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $45.66万 | 0.01% | 544 | 544 | — | $45.66万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $45.81万 | 0.01% | 18,135 | 18,135 | — | $45.81万 | 新建仓 |
| CNH | CNH INDL N V | $46.05万 | 0.01% | 41,010 | 4,469 | 12.2% | $5.02万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $46.06万 | 0.01% | 5,921 | 4,125 | 229.7% | $32.09万 | 重新持有 |
| CEF | SPROTT ASSET MANAGEMENT LP | $46.06万 | 0.01% | 11,450 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看涨期权 | $46.27万 | 0.01% | 1,100 | 1,100 | — | $46.27万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $46.34万 | 0.01% | 4,662 | 4,662 | — | $46.34万 | 新建仓 |
| EFG | ISHARES TR | $46.59万 | 0.01% | 3,744 | 577 | 18.2% | $7.18万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $46.63万 | 0.01% | 1,411 | 1,411 | — | $46.63万 | 新建仓 |
| RDDT | REDDIT INC | $46.73万 | 0.01% | 2,692 | 2,692 | — | $46.73万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $46.87万 | 0.01% | 5,290 | 1,576 | 42.4% | $13.96万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $46.95万 | 0.01% | 4,180 | 458 | 12.3% | $5.14万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $46.96万 | 0.01% | 2,431 | 2,431 | — | $46.96万 | 新建仓 |
| NUE | NUCOR CORP | $46.97万 | 0.01% | 2,109 | 604 | 40.1% | $13.45万 | 加仓 |
| — | MORGAN STANLEY BITCOIN TR | $47.66万 | 0.01% | 28,287 | 28,287 | — | $47.66万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $47.99万 | 0.01% | 7,960 | 1,275 | 19.1% | $7.69万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $48.07万 | 0.01% | 1,514 | 297 | 24.4% | $9.43万 | 加仓 |
| XAR | SPDR SERIES TRUST | $48.19万 | 0.01% | 1,698 | 48 | 2.9% | $1.36万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $48.26万 | 0.01% | 9,965 | 4,732 | 90.4% | $22.92万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $48.47万 | 0.01% | 2,878 | 450 | 18.5% | $7.58万 | 加仓 |