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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -88,774 | -100.0% | -$1,506.14万 | 清仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $0 | 0.00% | 0 | -14,650 | -100.0% | -$418.76万 | 清仓 |
| IOT | SAMSARA INC 看跌期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$63.38万 | 清仓 |
| HD | HOME DEPOT INC 看跌期权 | $0 | 0.00% | 0 | -1,800 | -100.0% | -$59.20万 | 清仓 |
| INTU | INTUIT 看跌期权 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$47.56万 | 清仓 |
| ETN | EATON CORP PLC 看跌期权 | $0 | 0.00% | 0 | -1,300 | -100.0% | -$46.50万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -3,764 | -100.0% | -$33.93万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -1,905 | -100.0% | -$33.88万 | 清仓 |
| NFLX | NETFLIX INC. 看跌期权 | $0 | 0.00% | 0 | -3,100 | -100.0% | -$29.81万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$28.54万 | 清仓 |
| FENY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -7,900 | -100.0% | -$26.88万 | 清仓 |
| BCPC | BALCHEM CORP | $0 | 0.00% | 0 | -1,497 | -100.0% | -$25.37万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,823 | -100.0% | -$21.88万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$12.21万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -18,238 | -100.0% | -$11.00万 | 清仓 |
| GOGO | GOGO INC | $0 | 0.00% | 0 | -20,741 | -100.0% | -$8.34万 | 清仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | 0.00% | 0 | -36,392 | -100.0% | -$6.41万 | 清仓 |
| — | MONROE CAP CORP | $0 | 0.00% | 0 | -11,400 | -100.0% | -$5.24万 | 清仓 |
| — | BLACKROCK TCP CAPITAL CORP | $0 | 0.00% | 0 | -13,000 | -100.0% | -$4.69万 | 清仓 |
| — | BTCS INC | $0 | 0.00% | 0 | -10,339 | -100.0% | -$1.44万 | 清仓 |
| — | DATAVAULT AI INC | $0 | 0.00% | 0 | -21,663 | -100.0% | -$1.34万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -37,580 | -100.0% | -$264 | 清仓 |
| — | BLAIZE HLDGS INC 看涨期权 | $276 | 0.00% | 200 | 200 | — | $276 | 新建仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $3,240 | 0.00% | 14,051 | 14,051 | — | $3,240 | 新建仓 |
| — | POWERBANK CORP | $7,924 | 0.00% | 11,484 | 11,484 | — | $7,924 | 新建仓 |
| NOK | NOKIA CORP 看涨期权 | $9,296 | 0.00% | 700 | 700 | — | $9,296 | 新建仓 |
| — | BLAIZE HLDGS INC | $1.56万 | 0.00% | 11,290 | 11,290 | — | $1.56万 | 新建仓 |
| — | LIQTECH INTL INC | $1.59万 | 0.00% | 18,750 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC 看涨期权 | $2.89万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C 看涨期权 | $4.51万 | 0.00% | 1,000 | 1,000 | — | $4.51万 | 新建仓 |
| RC | READY CAPITAL CORP | $4.56万 | 0.00% | 26,085 | 4,378 | 20.2% | $7,662 | 加仓 |
| CMCSA | COMCAST CORP NEW 看涨期权 | $4.91万 | 0.00% | 2,000 | 2,000 | — | $4.91万 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $5.89万 | 0.00% | 19,121 | 133 | 0.7% | $410 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $6.31万 | 0.00% | 13,652 | 13,652 | — | $6.31万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $6.61万 | 0.00% | 12,197 | 12,197 | — | $6.61万 | 新建仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $6.97万 | 0.00% | 12,150 | 12,150 | — | $6.97万 | 新建仓 |
| INTC | INTEL CORP 看涨期权 | $6.98万 | 0.00% | 500 | 500 | — | $6.98万 | 新建仓 |
| NMFC | NEW MTN FIN CORP | $7.17万 | 0.00% | 10,000 | 10,000 | — | $7.17万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $7.22万 | 0.00% | 1,000 | 1,000 | — | $7.22万 | 新建仓 |
| ORCL | ORACLE CORP 看涨期权 | $7.33万 | 0.00% | 500 | 500 | — | $7.33万 | 新建仓 |
| AVGO | BROADCOM INC 看涨期权 | $7.55万 | 0.00% | 200 | 200 | — | $7.55万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $8.12万 | 0.00% | 12,548 | -658 | -5.0% | -$4,257 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP 看涨期权 | $8.54万 | 0.00% | 500 | 500 | — | $8.54万 | 新建仓 |
| ONDS | ONDAS INC | $9.51万 | 0.00% | 11,544 | 11,544 | — | $9.51万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $11.50万 | 0.00% | 18,722 | 18,722 | — | $11.50万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $11.64万 | 0.00% | 39,733 | 4,842 | 13.9% | $1.42万 | 加仓 |
| FRSH | FRESHWORKS INC | $11.72万 | 0.00% | 11,582 | 11,582 | — | $11.72万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.00万 | 0.00% | 20,584 | 20,584 | — | $12.00万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC 看涨期权 | $12.66万 | 0.00% | 700 | 700 | — | $12.66万 | 新建仓 |
| GLW | CORNING INC 看涨期权 | $12.77万 | 0.00% | 500 | 500 | — | $12.77万 | 新建仓 |
| HLN | HALEON PLC | $13.24万 | 0.00% | 14,194 | 14,194 | — | $13.24万 | 新建仓 |
| TDOC | TELADOC HEALTH INC | $13.55万 | 0.00% | 15,979 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS 看涨期权 | $14.06万 | 0.00% | 500 | 500 | — | $14.06万 | 新建仓 |
| HUN | HUNTSMAN CORP | $14.11万 | 0.00% | 13,282 | 1,574 | 13.4% | $1.67万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $15.21万 | 0.00% | 17,388 | 17,388 | — | $15.21万 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $17.48万 | 0.00% | 11,748 | 11,748 | — | $17.48万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $17.70万 | 0.00% | 13,298 | -5,201 | -28.1% | -$6.92万 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $17.93万 | 0.00% | 19,222 | 19,222 | — | $17.93万 | 新建仓 |
| AGNC | AGNC INVT CORP | $18.29万 | 0.00% | 16,780 | 607 | 3.8% | $6,616 | 加仓 |
| — | ISHARES TR | $20.07万 | 0.00% | 5,947 | 5,947 | — | $20.07万 | 新建仓 |
| SCMB | SCHWAB STRATEGIC TR | $20.08万 | 0.00% | 7,775 | -969 | -11.1% | -$2.50万 | 减仓 |
| SDCI | USCF ETF TR | $20.09万 | 0.00% | 7,600 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $20.12万 | 0.00% | 5,019 | 5,019 | — | $20.12万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $20.13万 | 0.00% | 4,039 | 4,039 | — | $20.13万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $20.13万 | 0.00% | 943 | 943 | — | $20.13万 | 新建仓 |
| COR | CENCORA INC | $20.23万 | 0.00% | 715 | 715 | — | $20.23万 | 新建仓 |
| CPAY | CORPAY INC | $20.33万 | 0.00% | 610 | 610 | — | $20.33万 | 新建仓 |
| TTC | TORO CO | $20.58万 | 0.00% | 2,112 | 2,112 | — | $20.58万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $20.59万 | 0.00% | 1,165 | 1,165 | — | $20.59万 | 新建仓 |
| AOM | ISHARES TR | $20.62万 | 0.00% | 4,132 | -653 | -13.6% | -$3.26万 | 减仓 |
| KMX | CARMAX INC | $20.84万 | 0.00% | 3,940 | 3,940 | — | $20.84万 | 新建仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $20.90万 | 0.00% | 4,379 | 4,379 | — | $20.90万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $20.90万 | 0.00% | 2,685 | 2,685 | — | $20.90万 | 新建仓 |
| OGE | OGE ENERGY CORP | $20.93万 | 0.00% | 4,302 | 4,302 | — | $20.93万 | 新建仓 |
| CDW | CDW CORP | $20.94万 | 0.00% | 1,489 | 1,489 | — | $20.94万 | 新建仓 |
| QGEN | QIAGEN NV | $20.97万 | 0.00% | 5,362 | 5,362 | — | $20.97万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $21.08万 | 0.00% | 14,499 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $21.12万 | 0.00% | 526 | 526 | — | $21.12万 | 新建仓 |
| ROKU | ROKU INC | $21.17万 | 0.00% | 1,533 | 1,533 | — | $21.17万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $21.22万 | 0.00% | 3,784 | 3,784 | — | $21.22万 | 新建仓 |
| FLEX | FLEX LTD | $21.39万 | 0.00% | 1,320 | 1,320 | — | $21.39万 | 新建仓 |
| AIPO | TIDAL TRUST II | $21.40万 | 0.00% | 6,405 | 6,405 | — | $21.40万 | 新建仓 |
| NFLX | NETFLIX INC. 看涨期权 | $21.42万 | 0.00% | 3,000 | 3,000 | — | $21.42万 | 新建仓 |
| WSO | WATSCO INC | $21.47万 | 0.00% | 515 | 515 | — | $21.47万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $21.49万 | 0.00% | 397 | 397 | — | $21.49万 | 新建仓 |
| RKT | ROCKET COS INC | $21.50万 | 0.00% | 13,648 | 13,648 | — | $21.50万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $21.51万 | 0.00% | 11,401 | 11,401 | — | $21.51万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $21.52万 | 0.00% | 9,624 | -1,696 | -15.0% | -$3.79万 | 减仓 |
| GIB | CGI INC | $21.61万 | 0.00% | 3,347 | -99 | -2.9% | -$6,393 | 减仓 |
| STE | STERIS PLC | $21.70万 | 0.00% | 1,030 | 158 | 18.1% | $3.33万 | 重新持有 |
| SLB | SLB LIMITED | $21.77万 | 0.00% | 4,683 | 4,683 | — | $21.77万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $21.83万 | 0.00% | 2,182 | 2,182 | — | $21.83万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $21.83万 | 0.00% | 6,881 | 6,881 | — | $21.83万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $21.84万 | 0.00% | 1,961 | 1,961 | — | $21.84万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $21.97万 | 0.00% | 2,289 | 2,289 | — | $21.97万 | 新建仓 |
| S | SENTINELONE INC | $22.01万 | 0.00% | 12,970 | 12,970 | — | $22.01万 | 新建仓 |
| CG | CARLYLE GROUP INC | $22.02万 | 0.00% | 5,228 | 99 | 1.9% | $4,169 | 加仓 |
| SLYV | SPDR SERIES TRUST | $22.20万 | 0.00% | 2,035 | 2,035 | — | $22.20万 | 新建仓 |
| IDU | ISHARES TR | $22.65万 | 0.00% | 1,976 | 1,976 | — | $22.65万 | 新建仓 |
| WMT | WALMART INC 看涨期权 | $22.65万 | 0.00% | 2,000 | 2,000 | — | $22.65万 | 新建仓 |