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 |
|---|---|---|---|---|---|---|---|---|
| DOV | DOVER CORP | $217.54万 | 0.03% | 9,700 | 2,025 | 26.4% | $45.41万 | 加仓 |
| BX | BLACKSTONE INC | $220.56万 | 0.03% | 18,743 | 10,656 | 131.8% | $125.39万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $220.71万 | 0.03% | 12,383 | 1,308 | 11.8% | $23.31万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $221.14万 | 0.03% | 43,360 | 43,360 | — | $221.14万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $223.76万 | 0.03% | 15,474 | 1,498 | 10.7% | $21.66万 | 加仓 |
| MCK | MCKESSON CORP | $224.34万 | 0.03% | 2,969 | 593 | 25.0% | $44.81万 | 加仓 |
| APPF | APPFOLIO INC | $225.56万 | 0.03% | 14,067 | -1,740 | -11.0% | -$27.90万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $226.00万 | 0.03% | 50,110 | 44,102 | 734.1% | $198.90万 | 加仓 |
| SO | SOUTHERN CO | $226.14万 | 0.03% | 23,627 | 11,510 | 95.0% | $110.17万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $227.77万 | 0.03% | 22,067 | 3,966 | 21.9% | $40.94万 | 加仓 |
| XSD | SPDR SERIES TRUST | $231.53万 | 0.03% | 3,712 | 3,712 | — | $231.53万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $231.66万 | 0.03% | 20,024 | 2,325 | 13.1% | $26.90万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $233.35万 | 0.03% | 45,710 | 27,012 | 144.5% | $137.90万 | 加仓 |
| INTU | INTUIT | $233.57万 | 0.03% | 8,949 | 4,293 | 92.2% | $112.05万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $233.83万 | 0.03% | 26,608 | 7,063 | 36.1% | $62.07万 | 加仓 |
| AON | AON PLC | $235.05万 | 0.03% | 7,086 | 2,957 | 71.6% | $98.09万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $237.68万 | 0.03% | 5,509 | 2,581 | 88.1% | $111.35万 | 加仓 |
| SHEL | SHELL PLC | $237.98万 | 0.03% | 30,691 | 9,302 | 43.5% | $72.13万 | 加仓 |
| SPGI | S&P GLOBAL INC | $240.53万 | 0.03% | 6,244 | 1,613 | 34.8% | $62.13万 | 加仓 |
| KKR | KKR & CO INC | $241.05万 | 0.03% | 26,263 | 4,971 | 23.3% | $45.62万 | 加仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $242.14万 | 0.03% | 126,245 | -21,270 | -14.4% | -$40.80万 | 减仓 |
| IBTG | ISHARES TR | $248.52万 | 0.03% | 108,570 | 80,096 | 281.3% | $183.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $251.23万 | 0.03% | 30,645 | 3,511 | 12.9% | $28.78万 | 加仓 |
| WM | WASTE MGMT INC DEL | $255.28万 | 0.03% | 11,453 | 2,007 | 21.2% | $44.73万 | 加仓 |
| PSX | PHILLIPS 66 | $255.99万 | 0.03% | 15,142 | 8,622 | 132.2% | $145.76万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $256.48万 | 0.03% | 31,602 | 12,699 | 67.2% | $103.07万 | 加仓 |
| ADI | ANALOG DEVICES INC | $258.58万 | 0.03% | 6,511 | 1,523 | 30.5% | $60.49万 | 加仓 |
| — | LISTED FDS TR | $259.58万 | 0.03% | 36,360 | 590 | 1.6% | $4.21万 | 加仓 |
| NOW | SERVICENOW INC | $260.04万 | 0.03% | 26,193 | -1,353 | -4.9% | -$13.43万 | 减仓 |
| IAU | ISHARES GOLD TR | $262.24万 | 0.03% | 34,729 | 18,748 | 117.3% | $141.57万 | 加仓 |
| VHT | VANGUARD WORLD FD | $264.08万 | 0.03% | 8,831 | 4,128 | 87.8% | $123.44万 | 加仓 |
| SHOP | SHOPIFY INC | $264.35万 | 0.03% | 23,152 | 8,749 | 60.7% | $99.90万 | 加仓 |
| META | META PLATFORMS INC 看跌期权 | $264.75万 | 0.03% | 4,700 | 3,400 | 261.5% | $191.52万 | 加仓 |
| POWL | POWELL INDS INC | $267.03万 | 0.03% | 9,325 | 9,325 | — | $267.03万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $268.96万 | 0.03% | 21,846 | 19,241 | 738.6% | $236.88万 | 加仓 |
| TMUS | T-MOBILE US INC | $268.96万 | 0.03% | 16,035 | 2,385 | 17.5% | $40.00万 | 加仓 |
| AFL | AFLAC INC 看跌期权 | $272.02万 | 0.03% | 23,200 | 23,200 | — | $272.02万 | 新建仓 |
| CRM | SALESFORCE INC | $273.70万 | 0.03% | 17,471 | 3,913 | 28.9% | $61.30万 | 加仓 |
| NET | CLOUDFLARE INC | $278.15万 | 0.03% | 11,340 | 2,687 | 31.1% | $65.91万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $279.06万 | 0.03% | 12,623 | 12,623 | — | $279.06万 | 新建仓 |
| MYRG | MYR GROUP INC | $280.57万 | 0.03% | 5,607 | 3,806 | 211.3% | $190.45万 | 加仓 |
| HON | HONEYWELL INTL INC | $283.53万 | 0.03% | 12,664 | -4,094 | -24.4% | -$91.66万 | 减仓 |
| SYK | STRYKER CORPORATION | $283.60万 | 0.03% | 9,008 | -2,943 | -24.6% | -$92.66万 | 减仓 |
| EEM | ISHARES TR | $286.80万 | 0.04% | 41,924 | 9,813 | 30.6% | $67.13万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $291.57万 | 0.04% | 7,540 | 4,863 | 181.7% | $188.05万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $292.16万 | 0.04% | 18,936 | 1,143 | 6.4% | $17.64万 | 加仓 |
| VO | VANGUARD INDEX FDS | $293.70万 | 0.04% | 36,453 | 16,489 | 82.6% | $132.85万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $303.85万 | 0.04% | 5,816 | 1,578 | 37.2% | $82.44万 | 加仓 |
| PYLD | PIMCO ETF TR | $305.23万 | 0.04% | 115,096 | 44,016 | 61.9% | $116.73万 | 加仓 |
| NVS | NOVARTIS AG | $308.59万 | 0.04% | 19,690 | 9,086 | 85.7% | $142.40万 | 加仓 |
| VDE | VANGUARD WORLD FD | $311.33万 | 0.04% | 20,738 | 9,687 | 87.7% | $145.43万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $312.50万 | 0.04% | 46,476 | 5,534 | 13.5% | $37.21万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $312.64万 | 0.04% | 17,282 | 7,034 | 68.6% | $127.25万 | 加仓 |
| IVE | ISHARES TR | $313.89万 | 0.04% | 13,824 | 4,685 | 51.3% | $106.38万 | 加仓 |
| DIS | DISNEY WALT CO | $316.96万 | 0.04% | 32,931 | 8,273 | 33.6% | $79.63万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $322.68万 | 0.04% | 73,737 | 600 | 0.8% | $2.63万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $322.92万 | 0.04% | 76,268 | 21,302 | 38.8% | $90.19万 | 加仓 |
| DHR | DANAHER CORP DEL | $328.85万 | 0.04% | 17,265 | 1,080 | 6.7% | $20.57万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $331.23万 | 0.04% | 24,300 | 0 | 0.0% | — | 不变 |
| SPUS | TIDAL TRUST I | $334.18万 | 0.04% | 58,119 | 9,973 | 20.7% | $57.34万 | 加仓 |
| DLN | WISDOMTREE TR | $334.63万 | 0.04% | 34,742 | 3,919 | 12.7% | $37.75万 | 加仓 |
| VEEV | VEEVA SYS INC | $337.81万 | 0.04% | 19,035 | 2,121 | 12.5% | $37.64万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $342.37万 | 0.04% | 59,419 | 30,267 | 103.8% | $174.40万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $352.20万 | 0.04% | 9,631 | 1,590 | 19.8% | $58.15万 | 加仓 |
| SBUX | STARBUCKS CORP | $354.83万 | 0.04% | 34,723 | 17,336 | 99.7% | $177.15万 | 加仓 |
| LIN | LINDE PLC | $355.30万 | 0.04% | 6,847 | 2,491 | 57.2% | $129.26万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $356.76万 | 0.04% | 102,488 | 24,331 | 31.1% | $84.70万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $359.03万 | 0.04% | 7,049 | 749 | 11.9% | $38.15万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $359.41万 | 0.04% | 80,137 | 9,751 | 13.9% | $43.73万 | 加仓 |
| MS | MORGAN STANLEY | $361.49万 | 0.04% | 17,293 | 9,172 | 112.9% | $191.73万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $362.73万 | 0.04% | 68,750 | 51,875 | 307.4% | $273.69万 | 加仓 |
| MO | ALTRIA GROUP INC | $363.49万 | 0.04% | 50,519 | 29,317 | 138.3% | $210.94万 | 加仓 |
| TER | TERADYNE INC | $367.65万 | 0.04% | 7,599 | 1,884 | 33.0% | $91.15万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $371.54万 | 0.05% | 39,350 | 39,350 | — | $371.54万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $372.43万 | 0.05% | 79,869 | 54,483 | 214.6% | $254.05万 | 加仓 |
| IBB | ISHARES TR | $374.88万 | 0.05% | 19,711 | 17,469 | 779.2% | $332.24万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $375.66万 | 0.05% | 28,282 | 4,233 | 17.6% | $56.23万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $378.94万 | 0.05% | 41,891 | -672 | -1.6% | -$6.08万 | 减仓 |
| FIX | COMFORT SYS USA INC | $379.31万 | 0.05% | 1,914 | 1,396 | 269.5% | $276.65万 | 加仓 |
| SNPS | SYNOPSYS INC | $379.53万 | 0.05% | 8,508 | 7,026 | 474.1% | $313.42万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $387.40万 | 0.05% | 10,454 | 812 | 8.4% | $30.09万 | 加仓 |
| NUEM | NUSHARES ETF TR | $388.56万 | 0.05% | 91,564 | -3,660 | -3.8% | -$15.53万 | 减仓 |
| QCOM | QUALCOMM INC | $393.68万 | 0.05% | 21,304 | 737 | 3.6% | $13.62万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $394.33万 | 0.05% | 44,927 | 7,265 | 19.3% | $63.77万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $398.17万 | 0.05% | 152,088 | 8,015 | 5.6% | $20.98万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $399.15万 | 0.05% | 146,050 | 6,992 | 5.0% | $19.11万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $400.47万 | 0.05% | 12,131 | 8,371 | 222.6% | $276.35万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $401.06万 | 0.05% | 119,864 | 20,939 | 21.2% | $70.06万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $403.95万 | 0.05% | 33,948 | -3,405 | -9.1% | -$40.52万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $405.81万 | 0.05% | 8,170 | 4,075 | 99.5% | $202.41万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $408.30万 | 0.05% | 24,034 | 19,374 | 415.8% | $329.13万 | 加仓 |
| FDX | FEDEX CORP | $409.54万 | 0.05% | 13,079 | 9,021 | 222.3% | $282.47万 | 加仓 |
| PWR | QUANTA SVCS INC | $416.97万 | 0.05% | 5,791 | 4,592 | 383.0% | $330.64万 | 加仓 |
| DWM | WISDOMTREE TR | $418.45万 | 0.05% | 57,154 | 83 | 0.1% | $6,077 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $419.66万 | 0.05% | 78,280 | 13,887 | 21.6% | $74.45万 | 加仓 |
| AGX | ARGAN INC | $421.32万 | 0.05% | 5,276 | 66 | 1.3% | $5.27万 | 加仓 |
| CMF | ISHARES TR | $423.51万 | 0.05% | 73,475 | 4,004 | 5.8% | $23.08万 | 加仓 |
| MGK | VANGUARD WORLD FD | $433.99万 | 0.05% | 49,367 | 30,637 | 163.6% | $269.33万 | 加仓 |
| GLW | CORNING INC | $436.16万 | 0.05% | 17,076 | 1,198 | 7.5% | $30.60万 | 加仓 |
| FLTR | VANECK ETF TRUST | $436.95万 | 0.05% | 170,617 | 170,617 | — | $436.95万 | 新建仓 |