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 |
|---|---|---|---|---|---|---|---|---|
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -3,700 | -100.0% | -$227.29万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -19,693 | -100.0% | -$106.11万 | 清仓 |
| TTD | THE TRADE DESK INC 看跌期权 | $0 | 0.00% | 0 | -24,800 | -100.0% | -$94.14万 | 清仓 |
| GOOG | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,918 | -100.0% | -$72.04万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$70.37万 | 清仓 |
| — | ANIXA BIOSCIENCES INC | $0 | 0.00% | 0 | -206,900 | -100.0% | -$64.55万 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -9,373 | -100.0% | -$58.54万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -27,775 | -100.0% | -$53.91万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -11,638 | -100.0% | -$45.07万 | 清仓 |
| IQDG | WISDOMTREE TR | $0 | 0.00% | 0 | -10,184 | -100.0% | -$42.24万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -6,944 | -100.0% | -$42.23万 | 清仓 |
| GOOGL | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | -1,300 | -100.0% | -$40.69万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VALKYRIE ETF TRUST II | $0 | 0.00% | 0 | -9,036 | -100.0% | -$34.58万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -4,503 | -100.0% | -$34.18万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -5,629 | -100.0% | -$33.87万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -7,543 | -100.0% | -$31.45万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NBR | NABORS INDUSTRIES LTD | $0 | 0.00% | 0 | -5,681 | -100.0% | -$30.85万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INOGEN INC | $0 | 0.00% | 0 | -40,795 | -100.0% | -$27.41万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTWG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,905 | -100.0% | -$22.89万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -5,074 | -100.0% | -$22.82万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -9,831 | -100.0% | -$22.64万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STE | STERIS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,279 | -100.0% | -$21.53万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -2,666 | -100.0% | -$21.53万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -4,068 | -100.0% | -$21.51万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -6,994 | -100.0% | -$21.15万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -4,861 | -100.0% | -$20.84万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -1,667 | -100.0% | -$20.34万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -8,220 | -100.0% | -$20.03万 | 清仓 |
| — | INVESCO CALIF VALUE MUN INCO | $0 | 0.00% | 0 | -16,434 | -100.0% | -$18.29万 | 清仓 |
| PGR | PROGRESSIVE CORP 看跌期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$18.22万 | 清仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $0 | 0.00% | 0 | -10,573 | -100.0% | -$18.06万 | 清仓 |
| COST | COSTCO WHSL CORP NEW 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $0 | 0.00% | 0 | -13,350 | -100.0% | -$14.15万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $0 | 0.00% | 0 | -16,287 | -100.0% | -$12.75万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -20,000 | -100.0% | -$10.68万 | 清仓 |
| SPGI | S&P GLOBAL INC 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$5.23万 | 清仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $0 | 0.00% | 0 | -10,651 | -100.0% | -$3.64万 | 清仓 |
| — | ZEO ENERGY CORP | $0 | 0.00% | 0 | -24,197 | -100.0% | -$2.64万 | 清仓 |
| SOUN | SOUNDHOUND AI INC 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$4,985 | 清仓 |
| — | GABELLI EQUITY TR INC | $264 | 0.00% | 37,580 | 37,580 | — | $264 | 新建仓 |
| — | DATAVAULT AI INC | $1.34万 | 0.00% | 21,663 | 21,663 | — | $1.34万 | 新建仓 |
| — | BTCS INC | $1.44万 | 0.00% | 10,339 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC 看涨期权 | $2.88万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $3.52万 | 0.00% | 21,707 | -20,820 | -49.0% | -$3.37万 | 减仓 |
| — | LIQTECH INTL INC | $3.58万 | 0.00% | 18,750 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK TCP CAPITAL CORP | $4.69万 | 0.00% | 13,000 | -1,400 | -9.7% | -$5,054 | 减仓 |
| — | MONROE CAP CORP | $5.24万 | 0.00% | 11,400 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $6.41万 | 0.00% | 36,392 | 0 | 0.0% | — | 不变 |
| GOGO | GOGO INC | $8.34万 | 0.00% | 20,741 | 13 | 0.1% | $52 | 加仓 |
| TDOC | TELADOC HEALTH INC | $8.71万 | 0.00% | 15,979 | 100 | 0.6% | $545 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $9.07万 | 0.00% | 13,206 | 2 | 0.0% | $14 | 加仓 |
| NIO | NIO INC | $11.00万 | 0.00% | 18,238 | 47 | 0.3% | $283 | 加仓 |
| SAN | BANCO SANTANDER SA | $11.74万 | 0.00% | 10,411 | -81 | -0.8% | -$914 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $12.16万 | 0.00% | 11,324 | -5 | -0.0% | -$54 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $12.21万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $15.58万 | 0.00% | 11,708 | 35 | 0.3% | $466 | 加仓 |
| AGNC | AGNC INVT CORP | $16.22万 | 0.00% | 16,173 | 27 | 0.2% | $271 | 加仓 |
| ALMU | AELUMA INC | $18.30万 | 0.00% | 13,983 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $18.93万 | 0.00% | 11,499 | 11,499 | — | $18.93万 | 新建仓 |
| F | FORD MTR CO | $19.32万 | 0.00% | 16,744 | 438 | 2.7% | $5,054 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $19.99万 | 0.00% | 14,499 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $20.17万 | 0.00% | 2,293 | 2,293 | — | $20.17万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $20.25万 | 0.00% | 11,239 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $20.42万 | 0.00% | 11,407 | 322 | 2.9% | $5,764 | 加仓 |
| PKG | PACKAGING CORP AMER | $20.44万 | 0.00% | 963 | -857 | -47.1% | -$18.19万 | 减仓 |
| NNN | NNN REIT INC | $20.51万 | 0.00% | 4,880 | 4,880 | — | $20.51万 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $20.52万 | 0.00% | 3,013 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $20.55万 | 0.00% | 2,785 | 2,785 | — | $20.55万 | 新建仓 |
| SDCI | USCF ETF TR | $20.70万 | 0.00% | 7,600 | 7,600 | — | $20.70万 | 新建仓 |
| STT | STATE STR CORP | $20.83万 | 0.00% | 1,646 | 50 | 3.1% | $6,328 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $20.86万 | 0.00% | 34,891 | 89 | 0.3% | $532 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $20.88万 | 0.00% | 4,551 | 2,079 | 84.1% | $9.54万 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $20.98万 | 0.00% | 2,278 | 2,278 | — | $20.98万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $21.04万 | 0.00% | 37,574 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $21.12万 | 0.00% | 14,030 | -1,824 | -11.5% | -$2.75万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $21.17万 | 0.00% | 2,795 | 2,795 | — | $21.17万 | 新建仓 |
| GRMN | GARMIN LTD | $21.18万 | 0.00% | 913 | 97 | 11.9% | $2.25万 | 重新持有 |