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 |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | $134.20万 | 0.02% | 5,274 | 4,313 | 448.8% | $109.75万 | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $134.76万 | 0.02% | 26,643 | 9,061 | 51.5% | $45.83万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $134.79万 | 0.02% | 28,228 | 9,303 | 49.2% | $44.42万 | 加仓 |
| XYL | XYLEM INC | $135.37万 | 0.02% | 11,452 | -86 | -0.7% | -$1.02万 | 减仓 |
| VDC | VANGUARD WORLD FD | $135.60万 | 0.02% | 6,013 | 1,080 | 21.9% | $24.35万 | 加仓 |
| SUSL | ISHARES TR | $137.74万 | 0.02% | 10,375 | 10,375 | — | $137.74万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $139.02万 | 0.02% | 819 | 190 | 30.2% | $32.25万 | 加仓 |
| CNC | CENTENE CORP DEL | $139.05万 | 0.02% | 21,663 | 11,980 | 123.7% | $76.90万 | 重新持有 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $139.17万 | 0.02% | 59,019 | 6,108 | 11.5% | $14.40万 | 加仓 |
| TGT | TARGET CORP | $139.45万 | 0.02% | 10,677 | 4,308 | 67.6% | $56.27万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $139.57万 | 0.02% | 18,899 | 18,899 | — | $139.57万 | 新建仓 |
| DGRW | WISDOMTREE TR | $139.89万 | 0.02% | 14,630 | 10,394 | 245.4% | $99.39万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $140.32万 | 0.02% | 1,500 | 1,300 | 650.0% | $121.61万 | 重新持有 |
| EXC | EXELON CORP | $142.89万 | 0.02% | 30,649 | 23,508 | 329.2% | $109.59万 | 加仓 |
| BP | BP PLC | $143.00万 | 0.02% | 38,700 | 13,396 | 52.9% | $49.50万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $143.24万 | 0.02% | 27,264 | 27,264 | — | $143.24万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $143.83万 | 0.02% | 37,790 | 28,216 | 294.7% | $107.39万 | 加仓 |
| ROST | ROSS STORES INC | $143.95万 | 0.02% | 6,763 | 3,496 | 107.0% | $74.41万 | 加仓 |
| VCR | VANGUARD WORLD FD | $145.04万 | 0.02% | 3,657 | 1,538 | 72.6% | $61.00万 | 加仓 |
| BMI | BADGER METER INC | $146.41万 | 0.02% | 9,867 | 5,247 | 113.6% | $77.86万 | 加仓 |
| VOTE | TCW ETF TRUST | $146.68万 | 0.02% | 16,636 | -210 | -1.2% | -$1.85万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $147.70万 | 0.02% | 62,477 | 62,477 | — | $147.70万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $148.65万 | 0.02% | 13,828 | 6,018 | 77.1% | $64.69万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $148.85万 | 0.02% | 4,913 | 3,794 | 339.1% | $114.95万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $148.87万 | 0.02% | 63,512 | 53,682 | 546.1% | $125.83万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $150.02万 | 0.02% | 20,790 | 11,435 | 122.2% | $82.52万 | 加仓 |
| DBEF | DBX ETF TR | $150.18万 | 0.02% | 27,490 | 2,969 | 12.1% | $16.22万 | 加仓 |
| ADBE | ADOBE INC | $150.48万 | 0.02% | 7,340 | 350 | 5.0% | $7.18万 | 加仓 |
| SYY | SYSCO CORP | $151.66万 | 0.02% | 18,145 | 10,746 | 145.2% | $89.82万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $155.11万 | 0.02% | 5,802 | 5,802 | — | $155.11万 | 新建仓 |
| P | EVERPURE INC 看跌期权 | $157.58万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $157.88万 | 0.02% | 5,455 | 5,455 | — | $157.88万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $158.37万 | 0.02% | 16,960 | 16,960 | — | $158.37万 | 新建仓 |
| FTNT | FORTINET INC | $158.69万 | 0.02% | 10,330 | 5,954 | 136.1% | $91.47万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $158.70万 | 0.02% | 45,304 | 5,071 | 12.6% | $17.76万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $160.23万 | 0.02% | 1,867 | 595 | 46.8% | $51.07万 | 加仓 |
| GLDM | WORLD GOLD TR | $161.51万 | 0.02% | 20,336 | -4,177 | -17.0% | -$33.17万 | 减仓 |
| T | AT&T INC | $162.11万 | 0.02% | 78,316 | 30,451 | 63.6% | $63.03万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $162.78万 | 0.02% | 40,563 | 9,406 | 30.2% | $37.75万 | 加仓 |
| USMV | ISHARES TR | $162.81万 | 0.02% | 16,879 | 9,877 | 141.1% | $95.27万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $165.53万 | 0.02% | 4,611 | 150 | 3.4% | $5.38万 | 加仓 |
| ECL | ECOLAB INC | $165.85万 | 0.02% | 5,953 | 432 | 7.8% | $12.04万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $166.16万 | 0.02% | 13,352 | 4,728 | 54.8% | $58.84万 | 加仓 |
| EIX | EDISON INTL | $166.89万 | 0.02% | 22,416 | 13,708 | 157.4% | $102.06万 | 加仓 |
| P | EVERPURE INC | $167.95万 | 0.02% | 21,316 | 748 | 3.6% | $5.89万 | 加仓 |
| WAT | WATERS CORP | $168.56万 | 0.02% | 4,494 | 1,473 | 48.8% | $55.25万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $169.37万 | 0.02% | 32,710 | 32,710 | — | $169.37万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $171.29万 | 0.02% | 46,458 | 31,577 | 212.2% | $116.42万 | 加仓 |
| GCC | WISDOMTREE TR | $171.78万 | 0.02% | 75,842 | -14,108 | -15.7% | -$31.95万 | 减仓 |
| COHR | COHERENT CORP | $172.21万 | 0.02% | 4,365 | 48 | 1.1% | $1.89万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $173.14万 | 0.02% | 47,100 | 14,827 | 45.9% | $54.50万 | 加仓 |
| C | CITIGROUP INC | $174.22万 | 0.02% | 12,447 | 6,903 | 124.5% | $96.62万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $175.26万 | 0.02% | 10,754 | 528 | 5.2% | $8.61万 | 加仓 |
| CLS | CELESTICA INC | $177.61万 | 0.02% | 4,868 | 3,850 | 378.2% | $140.47万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $178.60万 | 0.02% | 91,470 | -21,879 | -19.3% | -$42.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $179.16万 | 0.02% | 46,186 | -2,871 | -5.9% | -$11.14万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $179.17万 | 0.02% | 45,153 | 17,505 | 63.3% | $69.46万 | 加仓 |
| DGRO | ISHARES TR | $179.93万 | 0.02% | 23,740 | 4,918 | 26.1% | $37.27万 | 加仓 |
| IJT | ISHARES TR | $180.23万 | 0.02% | 10,092 | 1,736 | 20.8% | $31.00万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $181.28万 | 0.02% | 18,258 | 2,376 | 15.0% | $23.59万 | 加仓 |
| GWW | WW GRAINGER INC | $182.66万 | 0.02% | 1,343 | 190 | 16.5% | $25.84万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $182.96万 | 0.02% | 6,142 | 6,142 | — | $182.96万 | 新建仓 |
| SMP | STANDARD MTR PRODS INC | $186.10万 | 0.02% | 47,754 | 47,754 | — | $186.10万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $186.97万 | 0.02% | 9,319 | 4,880 | 109.9% | $97.91万 | 加仓 |
| USHY | ISHARES TR | $189.24万 | 0.02% | 51,119 | 9,678 | 23.4% | $35.83万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $189.36万 | 0.02% | 92,983 | 3,197 | 3.6% | $6.51万 | 加仓 |
| IJJ | ISHARES TR | $190.18万 | 0.02% | 12,874 | 7,373 | 134.0% | $108.92万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $190.98万 | 0.02% | 20,832 | 16,888 | 428.2% | $154.82万 | 重新持有 |
| VFH | VANGUARD WORLD FD | $191.00万 | 0.02% | 14,513 | 3,658 | 33.7% | $48.14万 | 加仓 |
| EMR | EMERSON ELEC CO | $191.62万 | 0.02% | 13,386 | 11,224 | 519.1% | $160.67万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $192.08万 | 0.02% | 11,525 | 3,987 | 52.9% | $66.45万 | 加仓 |
| IWP | ISHARES TR | $192.41万 | 0.02% | 13,142 | 1,734 | 15.2% | $25.39万 | 加仓 |
| NTRS | NORTHERN TR CORP | $192.57万 | 0.02% | 11,078 | 2,943 | 36.2% | $51.16万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $193.14万 | 0.02% | 6,140 | 1,753 | 40.0% | $55.14万 | 加仓 |
| MMM | 3M CO | $194.44万 | 0.02% | 12,010 | 7,953 | 196.0% | $128.76万 | 加仓 |
| ALL | ALLSTATE CORP | $196.21万 | 0.02% | 8,246 | 772 | 10.3% | $18.37万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $196.28万 | 0.02% | 12,971 | 11,106 | 595.5% | $168.06万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $197.72万 | 0.02% | 18,320 | 9,833 | 115.9% | $106.12万 | 加仓 |
| IUSG | ISHARES TR | $198.43万 | 0.02% | 10,550 | 7,743 | 275.8% | $145.64万 | 加仓 |
| USB | US BANCORP | $198.55万 | 0.02% | 32,872 | 9,448 | 40.3% | $57.07万 | 加仓 |
| PFE | PFIZER INC | $198.56万 | 0.02% | 82,458 | 35,980 | 77.4% | $86.64万 | 加仓 |
| TACK | CAPITOL SER TR | $199.12万 | 0.02% | 62,953 | -11,968 | -16.0% | -$37.85万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $199.42万 | 0.02% | 11,672 | 11,672 | — | $199.42万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $199.73万 | 0.02% | 14,599 | 6,021 | 70.2% | $82.37万 | 加仓 |
| COP | CONOCOPHILLIPS | $200.77万 | 0.02% | 19,312 | 5,798 | 42.9% | $60.28万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $200.84万 | 0.02% | 5,999 | 3,590 | 149.0% | $120.19万 | 加仓 |
| WWD | WOODWARD INC | $201.96万 | 0.02% | 4,747 | 2,312 | 94.9% | $98.36万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $204.41万 | 0.02% | 13,023 | 3,858 | 42.1% | $60.55万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $206.21万 | 0.03% | 35,652 | 22,401 | 169.1% | $129.57万 | 加仓 |
| MPC | MARATHON PETE CORP | $206.39万 | 0.03% | 8,072 | 4,571 | 130.6% | $116.87万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $208.28万 | 0.03% | 3,377 | 1,311 | 63.5% | $80.86万 | 加仓 |
| HPQ | HP INC | $211.38万 | 0.03% | 96,344 | 57,027 | 145.0% | $125.12万 | 加仓 |
| EME | EMCOR GROUP INC | $211.73万 | 0.03% | 2,551 | 510 | 25.0% | $42.33万 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $212.00万 | 0.03% | 6,000 | 3,000 | 100.0% | $106.00万 | 重新持有 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $212.55万 | 0.03% | 108,360 | 2,030 | 1.9% | $3.98万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $213.24万 | 0.03% | 16,879 | 5,320 | 46.0% | $67.21万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $213.65万 | 0.03% | 16,879 | 1,914 | 12.8% | $24.23万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $215.76万 | 0.03% | 8,763 | 6,849 | 357.8% | $168.63万 | 加仓 |
| ABNB | AIRBNB INC | $216.87万 | 0.03% | 15,155 | 8,213 | 118.3% | $117.53万 | 加仓 |
| CSX | CSX CORP | $217.27万 | 0.03% | 45,713 | 22,054 | 93.2% | $104.82万 | 加仓 |