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 |
|---|---|---|---|---|---|---|---|---|
| IWS | ISHARES TR | $67.02万 | 0.01% | 4,072 | 1,619 | 66.0% | $26.65万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $67.08万 | 0.01% | 9,574 | 9,574 | — | $67.08万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $67.09万 | 0.01% | 7,578 | 617 | 8.9% | $5.46万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $67.25万 | 0.01% | 3,007 | 1,307 | 76.9% | $29.23万 | 重新持有 |
| VOE | VANGUARD INDEX FDS | $67.28万 | 0.01% | 3,405 | 1,009 | 42.1% | $19.94万 | 加仓 |
| UBS | UBS GROUP AG | $67.65万 | 0.01% | 13,650 | 2,507 | 22.5% | $12.43万 | 加仓 |
| POOL | POOL CORP | $67.75万 | 0.01% | 3,153 | 1,100 | 53.6% | $23.64万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $67.79万 | 0.01% | 18,096 | 8,376 | 86.2% | $31.38万 | 加仓 |
| CBRE | CBRE GROUP INC | $68.23万 | 0.01% | 5,065 | 2,821 | 125.7% | $38.00万 | 加仓 |
| PPG | PPG INDS INC | $68.55万 | 0.01% | 5,652 | 504 | 9.8% | $6.11万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $68.59万 | 0.01% | 5,128 | 689 | 15.5% | $9.22万 | 加仓 |
| VOX | VANGUARD WORLD FD | $69.05万 | 0.01% | 3,754 | 1,563 | 71.3% | $28.75万 | 加仓 |
| YETI | YETI HLDGS INC | $69.84万 | 0.01% | 14,092 | -329 | -2.3% | -$1.63万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $70.32万 | 0.01% | 11,386 | 1,766 | 18.4% | $10.91万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $70.37万 | 0.01% | 18,061 | 5,275 | 41.3% | $20.55万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $70.61万 | 0.01% | 4,236 | 4,236 | — | $70.61万 | 新建仓 |
| PAYX | PAYCHEX INC | $70.65万 | 0.01% | 7,185 | 3,430 | 91.3% | $33.73万 | 加仓 |
| NUBD | NUSHARES ETF TR | $70.97万 | 0.01% | 32,062 | 5,780 | 22.0% | $12.79万 | 加仓 |
| IUSV | ISHARES TR | $71.04万 | 0.01% | 6,449 | 743 | 13.0% | $8.18万 | 加仓 |
| CI | THE CIGNA GROUP | $71.20万 | 0.01% | 2,583 | 1,073 | 71.1% | $29.58万 | 加仓 |
| DG | DOLLAR GEN CORP | $71.88万 | 0.01% | 6,244 | 3,583 | 134.6% | $41.24万 | 加仓 |
| MA | MASTERCARD INCORPORATED 看跌期权 | $71.90万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $71.93万 | 0.01% | 15,729 | 15,729 | — | $71.93万 | 新建仓 |
| LLY | ELI LILLY & CO 看跌期权 | $71.97万 | 0.01% | 600 | -1,200 | -66.7% | -$143.93万 | 减仓 |
| TRMB | TRIMBLE INC | $72.16万 | 0.01% | 14,099 | 415 | 3.0% | $2.12万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $72.31万 | 0.01% | 3,046 | 152 | 5.3% | $3.61万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $72.68万 | 0.01% | 43,665 | 20,996 | 92.6% | $34.95万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $72.87万 | 0.01% | 2,485 | 404 | 19.4% | $11.85万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $73.55万 | 0.01% | 3,971 | 397 | 11.1% | $7.35万 | 加仓 |
| SAP | SAP SE | $73.97万 | 0.01% | 4,800 | 1,204 | 33.5% | $18.55万 | 加仓 |
| IXN | ISHARES TR | $74.11万 | 0.01% | 5,129 | 200 | 4.1% | $2.89万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $74.39万 | 0.01% | 6,777 | 1,756 | 35.0% | $19.28万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $75.55万 | 0.01% | 4,335 | 131 | 3.1% | $2.28万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $75.57万 | 0.01% | 32,098 | 32,098 | — | $75.57万 | 新建仓 |
| CVS | CVS HEALTH CORP | $75.96万 | 0.01% | 7,342 | 1,934 | 35.8% | $20.01万 | 加仓 |
| BBY | BEST BUY INC | $76.08万 | 0.01% | 10,026 | -1,135 | -10.2% | -$8.61万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $76.63万 | 0.01% | 7,321 | 7,321 | — | $76.63万 | 新建仓 |
| GSK | GSK PLC | $76.65万 | 0.01% | 14,622 | 6,139 | 72.4% | $32.18万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $76.84万 | 0.01% | 36,616 | 36,616 | — | $76.84万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $77.03万 | 0.01% | 645 | 29 | 4.7% | $3.46万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $77.10万 | 0.01% | 8,858 | 868 | 10.9% | $7.55万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $77.29万 | 0.01% | 10,006 | 2 | 0.0% | $154 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $77.61万 | 0.01% | 8,614 | 1,450 | 20.2% | $13.06万 | 加仓 |
| VTR | VENTAS INC | $78.04万 | 0.01% | 8,788 | 8,788 | — | $78.04万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $78.33万 | 0.01% | 2,005 | 2,005 | — | $78.33万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $79.22万 | 0.01% | 18,562 | 18,562 | — | $79.22万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $79.42万 | 0.01% | 8,707 | 792 | 10.0% | $7.22万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $79.49万 | 0.01% | 4,868 | 2,149 | 79.0% | $35.09万 | 加仓 |
| RIO | RIO TINTO PLC | $79.71万 | 0.01% | 8,396 | 711 | 9.3% | $6.75万 | 加仓 |
| PLD | PROLOGIS INC. | $79.87万 | 0.01% | 5,895 | 2,259 | 62.1% | $30.61万 | 加仓 |
| ZS | ZSCALER INC | $80.78万 | 0.01% | 5,723 | -485 | -7.8% | -$6.85万 | 减仓 |
| MUNI | PIMCO ETF TR | $81.01万 | 0.01% | 15,401 | 3,485 | 29.2% | $18.33万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $81.04万 | 0.01% | 9,389 | 2,390 | 34.1% | $20.63万 | 加仓 |
| DEM | WISDOMTREE TR | $81.19万 | 0.01% | 15,094 | 3,665 | 32.1% | $19.71万 | 加仓 |
| IBTH | ISHARES TR | $81.27万 | 0.01% | 36,332 | 13,754 | 60.9% | $30.77万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $81.70万 | 0.01% | 27,911 | 27,911 | — | $81.70万 | 新建仓 |
| NTAP | NETAPP INC | $82.30万 | 0.01% | 5,318 | 790 | 17.4% | $12.23万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $82.57万 | 0.01% | 18,873 | 12,259 | 185.3% | $53.64万 | 加仓 |
| NEM | NEWMONT CORP | $82.59万 | 0.01% | 8,843 | 8,843 | — | $82.59万 | 新建仓 |
| IDXX | IDEXX LABS INC | $83.00万 | 0.01% | 1,577 | 149 | 10.4% | $7.84万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $83.28万 | 0.01% | 16,580 | 4,516 | 37.4% | $22.68万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $83.62万 | 0.01% | 34,059 | 5,302 | 18.4% | $13.02万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $84.64万 | 0.01% | 1,357 | 810 | 148.1% | $50.52万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $84.75万 | 0.01% | 24,062 | -103 | -0.4% | -$3,628 | 减仓 |
| USXF | ISHARES TR | $84.78万 | 0.01% | 12,208 | 12,208 | — | $84.78万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $84.88万 | 0.01% | 11,745 | 11,745 | — | $84.88万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $85.08万 | 0.01% | 2,400 | 2,400 | — | $85.08万 | 新建仓 |
| KR | KROGER CO | $85.47万 | 0.01% | 15,391 | 7,101 | 85.7% | $39.43万 | 加仓 |
| VPU | VANGUARD WORLD FD | $85.48万 | 0.01% | 4,367 | 1,436 | 49.0% | $28.11万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $85.82万 | 0.01% | 37,102 | 11,565 | 45.3% | $26.75万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $86.12万 | 0.01% | 7,907 | -71 | -0.9% | -$7,733 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $86.27万 | 0.01% | 39,849 | 1,500 | 3.9% | $3.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON 看跌期权 | $86.35万 | 0.01% | 3,400 | -1,400 | -29.2% | -$35.56万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $86.62万 | 0.01% | 10,480 | 270 | 2.6% | $2.23万 | 加仓 |
| AOR | ISHARES TR | $87.00万 | 0.01% | 12,518 | 5,325 | 74.0% | $37.01万 | 加仓 |
| ORCL | ORACLE CORP 看跌期权 | $87.93万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $88.21万 | 0.01% | 3,994 | 443 | 12.5% | $9.78万 | 加仓 |
| MDB | MONGODB INC | $88.22万 | 0.01% | 2,627 | 599 | 29.5% | $20.11万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $88.39万 | 0.01% | 1,257 | 22 | 1.8% | $1.55万 | 加仓 |
| MDT | MEDTRONIC PLC | $88.64万 | 0.01% | 11,330 | 7,087 | 167.0% | $55.44万 | 加仓 |
| MCO | MOODYS CORP | $88.73万 | 0.01% | 1,959 | 952 | 94.5% | $43.12万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $89.21万 | 0.01% | 1,945 | 563 | 40.7% | $25.82万 | 加仓 |
| GIS | GENERAL MILLS INC | $89.29万 | 0.01% | 25,659 | 9,729 | 61.1% | $33.86万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $90.55万 | 0.01% | 2,956 | 1,664 | 128.8% | $50.97万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $90.67万 | 0.01% | 10,974 | 1,872 | 20.6% | $15.47万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $91.81万 | 0.01% | 22,877 | 9,375 | 69.4% | $37.62万 | 加仓 |
| COKE | COCA COLA CONS INC | $92.29万 | 0.01% | 4,834 | 3,594 | 289.8% | $68.62万 | 加仓 |
| DSI | ISHARES TR | $92.58万 | 0.01% | 6,502 | 3,538 | 119.4% | $50.38万 | 加仓 |
| CRH | CRH PLC | $93.11万 | 0.01% | 8,702 | 594 | 7.3% | $6.36万 | 加仓 |
| MSCI | MSCI INC | $93.35万 | 0.01% | 1,666 | 250 | 17.7% | $14.01万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $93.36万 | 0.01% | 16,822 | 3,244 | 23.9% | $18.00万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $93.59万 | 0.01% | 47,053 | 7,060 | 17.7% | $14.04万 | 加仓 |
| APP | APPLOVIN CORP | $93.66万 | 0.01% | 1,818 | 1,818 | — | $93.66万 | 新建仓 |
| PSA | PUBLIC STORAGE | $93.80万 | 0.01% | 2,947 | 458 | 18.4% | $14.58万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $94.17万 | 0.01% | 50,699 | 22,226 | 78.1% | $41.28万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $94.73万 | 0.01% | 11,371 | 1,433 | 14.4% | $11.94万 | 加仓 |
| PAVE | GLOBAL X FDS | $94.86万 | 0.01% | 16,099 | 16,099 | — | $94.86万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $95.58万 | 0.01% | 3,493 | 22 | 0.6% | $6,020 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $96.55万 | 0.01% | 27,905 | 27,905 | — | $96.55万 | 新建仓 |
| OKE | ONEOK INC NEW | $96.59万 | 0.01% | 11,110 | 3,591 | 47.8% | $31.22万 | 加仓 |