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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $123.76万 | 0.03% | 6,243 | 345 | 5.8% | $6.84万 | 加仓 |
| — | UNITED STS COMMODITY INDEX F | $124.01万 | 0.03% | 13,010 | 13,010 | — | $124.01万 | 新建仓 |
| NOW | SERVICENOW INC 看跌期权 | $125.46万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $125.75万 | 0.03% | 1,153 | -16 | -1.4% | -$1.74万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $125.92万 | 0.03% | 4,387 | -296 | -6.3% | -$8.50万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $126.78万 | 0.03% | 9,165 | 119 | 1.3% | $1.65万 | 加仓 |
| VHT | VANGUARD WORLD FD | $128.08万 | 0.03% | 4,703 | -467 | -9.0% | -$12.72万 | 减仓 |
| VOTE | TCW ETF TRUST | $128.53万 | 0.03% | 16,846 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $130.51万 | 0.03% | 46,478 | -4,000 | -7.9% | -$11.23万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $130.75万 | 0.03% | 7,538 | -906 | -10.7% | -$15.72万 | 减仓 |
| VFH | VANGUARD WORLD FD | $131.14万 | 0.03% | 10,855 | 114 | 1.1% | $1.38万 | 加仓 |
| SHY | ISHARES TR | $131.24万 | 0.03% | 15,894 | 12,236 | 334.5% | $101.03万 | 加仓 |
| DGRO | ISHARES TR | $132.09万 | 0.03% | 18,822 | -2,877 | -13.3% | -$20.19万 | 减仓 |
| IOT | SAMSARA INC | $132.25万 | 0.03% | 41,732 | 18 | 0.0% | $570 | 加仓 |
| AON | AON PLC | $133.28万 | 0.03% | 4,129 | 220 | 5.6% | $7.10万 | 加仓 |
| MS | MORGAN STANLEY | $133.64万 | 0.03% | 8,121 | 130 | 1.6% | $2.14万 | 加仓 |
| WDAY | WORKDAY INC | $134.48万 | 0.03% | 10,351 | -833 | -7.4% | -$10.82万 | 减仓 |
| ADSK | AUTODESK INC | $135.05万 | 0.03% | 5,641 | -595 | -9.5% | -$14.24万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $135.46万 | 0.03% | 40,233 | 3,670 | 10.0% | $12.36万 | 加仓 |
| MGK | VANGUARD WORLD FD | $137.63万 | 0.03% | 3,746 | -128 | -3.3% | -$4.70万 | 减仓 |
| XYL | XYLEM INC | $137.87万 | 0.03% | 11,538 | -13 | -0.1% | -$1,553 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $137.88万 | 0.03% | 6,786 | -127 | -1.8% | -$2.58万 | 减仓 |
| T | AT&T INC | $138.76万 | 0.03% | 47,865 | -1,589 | -3.2% | -$4.61万 | 减仓 |
| MO | ALTRIA GROUP INC | $139.91万 | 0.03% | 21,202 | 1,076 | 5.3% | $7.10万 | 加仓 |
| IAU | ISHARES GOLD TR | $140.89万 | 0.03% | 15,981 | -223 | -1.4% | -$1.97万 | 减仓 |
| AGG | ISHARES TR | $141.81万 | 0.03% | 14,285 | -3,389 | -19.2% | -$33.64万 | 减仓 |
| VO | VANGUARD INDEX FDS | $143.33万 | 0.03% | 4,991 | -512 | -9.3% | -$14.70万 | 减仓 |
| EAGG | ISHARES TR | $144.42万 | 0.03% | 30,371 | 349 | 1.2% | $1.66万 | 加仓 |
| FDX | FEDEX CORP | $144.55万 | 0.03% | 4,058 | -144 | -3.4% | -$5.13万 | 减仓 |
| IWP | ISHARES TR | $146.16万 | 0.03% | 11,408 | 612 | 5.7% | $7.84万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $146.47万 | 0.03% | 10,226 | -148 | -1.4% | -$2.12万 | 减仓 |
| ECL | ECOLAB INC | $146.86万 | 0.03% | 5,521 | -849 | -13.3% | -$22.58万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $149.60万 | 0.03% | 19,545 | -30,675 | -61.1% | -$234.79万 | 减仓 |
| IMTM | ISHARES TR | $149.74万 | 0.03% | 31,182 | -7,811 | -20.0% | -$37.51万 | 减仓 |
| EME | EMCOR GROUP INC | $150.68万 | 0.03% | 2,041 | 12 | 0.6% | $8,859 | 加仓 |
| USHY | ISHARES TR | $152.67万 | 0.03% | 41,441 | 2,862 | 7.4% | $10.54万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $153.02万 | 0.03% | 18,903 | -1,802 | -8.7% | -$14.59万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $153.69万 | 0.03% | 18,101 | -4,520 | -20.0% | -$38.38万 | 减仓 |
| ALL | ALLSTATE CORP | $154.97万 | 0.03% | 7,474 | -1,354 | -15.3% | -$28.08万 | 减仓 |
| SBUX | STARBUCKS CORP | $155.77万 | 0.03% | 17,387 | -2,220 | -11.3% | -$19.89万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $157.87万 | 0.03% | 5,681 | -58 | -1.0% | -$1.61万 | 减仓 |
| ADI | ANALOG DEVICES INC | $158.69万 | 0.03% | 4,988 | 86 | 1.8% | $2.74万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $158.96万 | 0.03% | 15,882 | 184 | 1.2% | $1.84万 | 加仓 |
| DOV | DOVER CORP | $160.00万 | 0.03% | 7,675 | -23 | -0.3% | -$4,795 | 减仓 |
| GILD | GILEAD SCIENCES INC | $161.10万 | 0.03% | 11,559 | -1,130 | -8.9% | -$15.75万 | 减仓 |
| NVS | NOVARTIS AG | $161.98万 | 0.03% | 10,604 | -316 | -2.9% | -$4.83万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $163.29万 | 0.03% | 68,578 | -135 | -0.2% | -$3,214 | 减仓 |
| LLY | ELI LILLY & CO 看跌期权 | $165.56万 | 0.03% | 1,800 | -200 | -10.0% | -$18.40万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $165.80万 | 0.03% | 13,976 | -558 | -3.8% | -$6.62万 | 减仓 |
| TER | TERADYNE INC | $169.42万 | 0.03% | 5,715 | -1,501 | -20.8% | -$44.50万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $169.44万 | 0.03% | 10,248 | -293 | -2.8% | -$4.84万 | 减仓 |
| ADBE | ADOBE INC | $169.92万 | 0.03% | 6,990 | 646 | 10.2% | $15.70万 | 加仓 |
| SHOP | SHOPIFY INC | $170.85万 | 0.04% | 14,403 | -334 | -2.3% | -$3.96万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $171.01万 | 0.04% | 8,624 | -480 | -5.3% | -$9.52万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $171.90万 | 0.04% | 49,057 | -5,838 | -10.6% | -$20.46万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $172.97万 | 0.04% | 17,699 | 1,668 | 10.4% | $16.30万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $174.34万 | 0.04% | 51,321 | 4,555 | 9.7% | $15.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $176.50万 | 0.04% | 57,528 | 2,050 | 3.7% | $6.29万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $176.81万 | 0.04% | 29,152 | -292 | -1.0% | -$1.77万 | 减仓 |
| COP | CONOCOPHILLIPS | $178.38万 | 0.04% | 13,514 | -5,866 | -30.3% | -$77.43万 | 减仓 |
| NET | CLOUDFLARE INC | $178.55万 | 0.04% | 8,653 | 4 | 0.0% | $825 | 加仓 |
| TJX | TJX COS INC NEW | $180.53万 | 0.04% | 11,304 | 822 | 7.8% | $13.13万 | 加仓 |
| EEM | ISHARES TR | $182.36万 | 0.04% | 32,111 | 9,236 | 40.4% | $52.45万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $182.86万 | 0.04% | 4,095 | 39 | 1.0% | $1.74万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $183.37万 | 0.04% | 89,786 | 89,786 | — | $183.37万 | 新建仓 |
| PYLD | PIMCO ETF TR | $186.23万 | 0.04% | 71,080 | 21,165 | 42.4% | $55.45万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $186.59万 | 0.04% | 443 | -14 | -3.1% | -$5.90万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $190.34万 | 0.04% | 24,011 | 8,037 | 50.3% | $63.71万 | 加仓 |
| VDE | VANGUARD WORLD FD | $191.22万 | 0.04% | 11,051 | -80 | -0.7% | -$1.38万 | 减仓 |
| IVE | ISHARES TR | $192.97万 | 0.04% | 9,139 | -321 | -3.4% | -$6.78万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $195.58万 | 0.04% | 27,134 | 23,751 | 702.1% | $171.20万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $195.96万 | 0.04% | 14,965 | -520 | -3.4% | -$6.81万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $196.29万 | 0.04% | 4,238 | 98 | 2.4% | $4.54万 | 加仓 |
| KKR | KKR & CO INC | $196.95万 | 0.04% | 21,292 | 725 | 3.5% | $6.71万 | 加仓 |
| SPGI | S&P GLOBAL INC | $196.99万 | 0.04% | 4,631 | 30 | 0.7% | $1.28万 | 加仓 |
| SHEL | SHELL PLC | $198.92万 | 0.04% | 21,389 | -332 | -1.5% | -$3.09万 | 减仓 |
| BA | BOEING CO | $199.95万 | 0.04% | 10,046 | -1,527 | -13.2% | -$30.39万 | 减仓 |
| INTU | INTUIT | $201.32万 | 0.04% | 4,656 | 235 | 5.3% | $10.16万 | 加仓 |
| MCK | MCKESSON CORP | $205.58万 | 0.04% | 2,376 | 344 | 16.9% | $29.76万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $208.67万 | 0.04% | 106,330 | 106,330 | — | $208.67万 | 新建仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $209.77万 | 0.04% | 24,300 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $212.19万 | 0.04% | 35,770 | -154 | -0.4% | -$9,135 | 减仓 |
| GCC | WISDOMTREE TR | $215.34万 | 0.04% | 89,950 | 89,950 | — | $215.34万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.04% | 3 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $215.89万 | 0.04% | 15,878 | 61 | 0.4% | $8,294 | 加仓 |
| LIN | LINDE PLC | $215.96万 | 0.04% | 4,356 | -71 | -1.6% | -$3.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $216.94万 | 0.04% | 14,831 | 1,130 | 8.2% | $16.53万 | 加仓 |
| WM | WASTE MGMT INC DEL | $217.06万 | 0.04% | 9,446 | 494 | 5.5% | $11.35万 | 加仓 |
| KLAC | KLA CORP | $218.37万 | 0.04% | 1,483 | 123 | 9.0% | $18.11万 | 加仓 |
| CMI | CUMMINS INC | $221.29万 | 0.05% | 4,113 | -195 | -4.5% | -$10.49万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $221.37万 | 0.05% | 113,349 | 113,349 | — | $221.37万 | 新建仓 |
| GLDM | WORLD GOLD TR | $227.21万 | 0.05% | 24,513 | -2,925 | -10.7% | -$27.11万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $227.31万 | 0.05% | 5,802 | 101 | 1.8% | $3.96万 | 加仓 |
| TACK | CAPITOL SER TR | $227.75万 | 0.05% | 74,921 | -2,457 | -3.2% | -$7.47万 | 减仓 |
| SPUS | TIDAL TRUST I | $231.87万 | 0.05% | 48,146 | 1,477 | 3.2% | $7.11万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $233.74万 | 0.05% | 4,755 | 58 | 1.2% | $2.85万 | 加仓 |
| DIS | DISNEY WALT CO | $237.66万 | 0.05% | 24,658 | -2,610 | -9.6% | -$25.16万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $238.38万 | 0.05% | 78,157 | -13,436 | -14.7% | -$40.98万 | 减仓 |
| BE | BLOOM ENERGY CORP | $239.95万 | 0.05% | 17,710 | 17,710 | — | $239.95万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $242.77万 | 0.05% | 4,017 | -62 | -1.5% | -$3.75万 | 减仓 |