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 |
|---|---|---|---|---|---|---|---|---|
| PODD | INSULET CORP | $48.66万 | 0.01% | 3,197 | 1,429 | 80.8% | $21.75万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $48.70万 | 0.01% | 4,827 | 4,827 | — | $48.70万 | 新建仓 |
| CAMT | CAMTEK LTD | $48.99万 | 0.01% | 3,003 | 3,003 | — | $48.99万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $49.25万 | 0.01% | 7,038 | 368 | 5.5% | $2.58万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $49.35万 | 0.01% | 35,683 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $49.42万 | 0.01% | 7,891 | 1,824 | 30.1% | $11.42万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $50.03万 | 0.01% | 15,828 | -42 | -0.3% | -$1,328 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $50.32万 | 0.01% | 6,652 | 3,200 | 92.7% | $24.21万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $50.53万 | 0.01% | 4,716 | 94 | 2.0% | $1.01万 | 加仓 |
| AME | AMETEK INC | $50.62万 | 0.01% | 2,092 | 844 | 67.6% | $20.42万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $50.71万 | 0.01% | 4,257 | 4,257 | — | $50.71万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $50.84万 | 0.01% | 5,008 | 1,563 | 45.4% | $15.87万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $50.91万 | 0.01% | 1,819 | 1,048 | 135.9% | $29.33万 | 加仓 |
| EOG | EOG RES INC | $51.01万 | 0.01% | 3,932 | 3,932 | — | $51.01万 | 新建仓 |
| NET | CLOUDFLARE INC 看跌期权 | $51.51万 | 0.01% | 2,100 | 100 | 5.0% | $2.45万 | 加仓 |
| BIIB | BIOGEN INC | $51.58万 | 0.01% | 2,387 | 766 | 47.3% | $16.55万 | 加仓 |
| RVTY | REVVITY INC | $51.98万 | 0.01% | 4,672 | 114 | 2.5% | $1.27万 | 加仓 |
| F | FORD MTR CO | $52.22万 | 0.01% | 37,571 | 20,827 | 124.4% | $28.95万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $52.29万 | 0.01% | 2,593 | 1,217 | 88.4% | $24.54万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $52.46万 | 0.01% | 21,272 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $52.55万 | 0.01% | 3,874 | -1,879 | -32.7% | -$25.49万 | 减仓 |
| RBRK | RUBRIK INC. | $52.70万 | 0.01% | 6,564 | 6,564 | — | $52.70万 | 新建仓 |
| TEX | TEREX CORP NEW | $52.71万 | 0.01% | 7,281 | 463 | 6.8% | $3.35万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $53.06万 | 0.01% | 3,819 | 3,819 | — | $53.06万 | 新建仓 |
| YUM | YUM BRANDS INC | $53.20万 | 0.01% | 3,328 | 1,152 | 52.9% | $18.42万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $53.50万 | 0.01% | 2,239 | 1,334 | 147.4% | $31.88万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $53.52万 | 0.01% | 4,564 | 1,973 | 76.1% | $23.14万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $53.54万 | 0.01% | 1,808 | 1,180 | 187.9% | $34.95万 | 加仓 |
| BIL | SPDR SERIES TRUST | $53.64万 | 0.01% | 5,853 | -492 | -7.8% | -$4.51万 | 减仓 |
| ILMN | ILLUMINA INC | $53.94万 | 0.01% | 3,068 | 3,068 | — | $53.94万 | 新建仓 |
| INCY | INCYTE CORP | $54.10万 | 0.01% | 4,772 | 2,743 | 135.2% | $31.10万 | 重新持有 |
| VAW | VANGUARD WORLD FD | $54.13万 | 0.01% | 2,366 | 1,131 | 91.6% | $25.88万 | 加仓 |
| ENS | ENERSYS | $54.48万 | 0.01% | 2,330 | 322 | 16.0% | $7.53万 | 加仓 |
| GGG | GRACO INC | $54.61万 | 0.01% | 7,223 | 7,223 | — | $54.61万 | 新建仓 |
| WY | WEYERHAEUSER CO | $54.62万 | 0.01% | 22,814 | 3,633 | 18.9% | $8.70万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $54.94万 | 0.01% | 7,751 | 882 | 12.8% | $6.25万 | 加仓 |
| EQIX | EQUINIX INC | $55.07万 | 0.01% | 528 | 528 | — | $55.07万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $55.15万 | 0.01% | 4,468 | 4,468 | — | $55.15万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $55.19万 | 0.01% | 4,058 | 1,780 | 78.1% | $24.21万 | 加仓 |
| DOW | DOW HLDGS INC | $55.21万 | 0.01% | 20,177 | 14,521 | 256.7% | $39.73万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $55.55万 | 0.01% | 20,223 | 3,501 | 20.9% | $9.62万 | 加仓 |
| COO | COOPER COS INC | $55.60万 | 0.01% | 7,754 | 7,754 | — | $55.60万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $56.09万 | 0.01% | 1,300 | 1,300 | — | $56.09万 | 新建仓 |
| FAST | FASTENAL CO | $56.11万 | 0.01% | 11,683 | 2,559 | 28.0% | $12.29万 | 加仓 |
| URTH | ISHARES INC | $56.29万 | 0.01% | 2,778 | 137 | 5.2% | $2.78万 | 加仓 |
| MTUM | ISHARES TR | $56.70万 | 0.01% | 1,654 | 1,654 | — | $56.70万 | 新建仓 |
| SONY | SONY GROUP CORP | $56.74万 | 0.01% | 28,286 | 1,868 | 7.1% | $3.75万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $56.77万 | 0.01% | 2,473 | 383 | 18.3% | $8.79万 | 加仓 |
| CVNA | CARVANA CO | $57.08万 | 0.01% | 8,672 | 8,672 | — | $57.08万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $57.17万 | 0.01% | 4,978 | 4,978 | — | $57.17万 | 新建仓 |
| ENB | ENBRIDGE INC | $57.18万 | 0.01% | 10,548 | 1,535 | 17.0% | $8.32万 | 加仓 |
| NNN | NNN REIT INC | $57.54万 | 0.01% | 12,366 | 7,486 | 153.4% | $34.83万 | 加仓 |
| WRB | BERKLEY W R CORP | $57.55万 | 0.01% | 8,161 | 3,520 | 75.8% | $24.82万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $57.61万 | 0.01% | 11,370 | 11,370 | — | $57.61万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $57.71万 | 0.01% | 500 | 500 | — | $57.71万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $57.77万 | 0.01% | 3,353 | 3,353 | — | $57.77万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $57.82万 | 0.01% | 2,481 | 507 | 25.7% | $11.82万 | 加仓 |
| RPM | RPM INTL INC | $57.94万 | 0.01% | 5,212 | 5,212 | — | $57.94万 | 新建仓 |
| DXJ | WISDOMTREE TR | $57.97万 | 0.01% | 3,341 | 3,341 | — | $57.97万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $58.07万 | 0.01% | 24,523 | -11,419 | -31.8% | -$27.04万 | 减仓 |
| GEV | GE VERNOVA INC 看涨期权 | $58.74万 | 0.01% | 500 | 500 | — | $58.74万 | 新建仓 |
| IRM | IRON MTN INC DEL | $58.83万 | 0.01% | 4,657 | 1,709 | 58.0% | $21.59万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $58.94万 | 0.01% | 2,358 | 1,052 | 80.6% | $26.29万 | 重新持有 |
| BKH | BLACK HILLS CORP | $58.99万 | 0.01% | 7,929 | 1,632 | 25.9% | $12.14万 | 加仓 |
| IBTI | ISHARES TR | $59.28万 | 0.01% | 26,773 | 12,746 | 90.9% | $28.22万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $59.43万 | 0.01% | 3,364 | 362 | 12.1% | $6.39万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $59.56万 | 0.01% | 2,604 | 2,604 | — | $59.56万 | 新建仓 |
| REET | ISHARES TR | $59.89万 | 0.01% | 21,684 | 2,340 | 12.1% | $6.46万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $59.91万 | 0.01% | 2,062 | 2,062 | — | $59.91万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $59.91万 | 0.01% | 5,210 | 97 | 1.9% | $1.12万 | 加仓 |
| RBC | RBC BEARINGS INC | $59.96万 | 0.01% | 931 | 931 | — | $59.96万 | 新建仓 |
| LLY | ELI LILLY & CO 看涨期权 | $59.97万 | 0.01% | 500 | 500 | — | $59.97万 | 新建仓 |
| VRSN | VERISIGN INC | $60.07万 | 0.01% | 2,388 | 2,388 | — | $60.07万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $60.29万 | 0.01% | 2,356 | 1,611 | 216.2% | $41.22万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $60.39万 | 0.01% | 2,247 | 1,038 | 85.9% | $27.90万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $60.41万 | 0.01% | 10,243 | 949 | 10.2% | $5.60万 | 加仓 |
| CIEN | CIENA CORP | $60.61万 | 0.01% | 1,236 | 644 | 108.8% | $31.58万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $60.74万 | 0.01% | 6,660 | 2,679 | 67.3% | $24.43万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $60.89万 | 0.01% | 25,224 | -3,409 | -11.9% | -$8.23万 | 减仓 |
| CLX | CLOROX CO DEL | $61.66万 | 0.01% | 6,461 | -185 | -2.8% | -$1.77万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $61.68万 | 0.01% | 12,240 | 4,439 | 56.9% | $22.37万 | 加仓 |
| RELX | RELX PLC | $61.74万 | 0.01% | 19,494 | 1,231 | 6.7% | $3.90万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $62.32万 | 0.01% | 5,337 | 1,249 | 30.6% | $14.58万 | 加仓 |
| NKE | NIKE INC | $62.33万 | 0.01% | 15,183 | 256 | 1.7% | $1.05万 | 加仓 |
| GLP | GLOBAL PARTNERS LP | $62.44万 | 0.01% | 13,402 | 13,402 | — | $62.44万 | 新建仓 |
| GRMN | GARMIN LTD | $62.58万 | 0.01% | 2,634 | 1,721 | 188.5% | $40.89万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $63.11万 | 0.01% | 5,704 | 2,300 | 67.6% | $25.45万 | 加仓 |
| MTB | M & T BK CORP | $63.61万 | 0.01% | 2,672 | 543 | 25.5% | $12.93万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $64.02万 | 0.01% | 2,278 | 2,278 | — | $64.02万 | 新建仓 |
| SGOL | ETFS GOLD TR | $64.35万 | 0.01% | 16,833 | 16,833 | — | $64.35万 | 新建仓 |
| IWN | ISHARES TR | $64.73万 | 0.01% | 2,926 | 454 | 18.4% | $10.04万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $64.75万 | 0.01% | 20,253 | 12,847 | 173.5% | $41.07万 | 加仓 |
| BWA | BORGWARNER INC | $64.86万 | 0.01% | 9,768 | 9,768 | — | $64.86万 | 新建仓 |
| NYF | ISHARES TR | $65.09万 | 0.01% | 12,075 | 12,075 | — | $65.09万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $65.39万 | 0.01% | 3,880 | 1,675 | 76.0% | $28.23万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $65.56万 | 0.01% | 3,237 | 105 | 3.4% | $2.13万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $65.71万 | 0.01% | 6,553 | 6,553 | — | $65.71万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $66.18万 | 0.01% | 7,289 | 244 | 3.5% | $2.22万 | 加仓 |
| SGOV | ISHARES TR | $66.81万 | 0.01% | 6,637 | 6,637 | — | $66.81万 | 新建仓 |
| EXEL | EXELIXIS INC | $66.93万 | 0.01% | 12,301 | 6,263 | 103.7% | $34.08万 | 加仓 |