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 |
|---|---|---|---|---|---|---|---|---|
| JMSI | J P MORGAN EXCHANGE TRADED F | $534.54万 | 0.11% | 107,445 | -2,170 | -2.0% | -$10.80万 | 减仓 |
| CSCO | CISCO SYS INC | $533.44万 | 0.11% | 68,751 | -739 | -1.1% | -$5.73万 | 减仓 |
| INTC | INTEL CORP | $530.43万 | 0.11% | 120,196 | -6,238 | -4.9% | -$27.53万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $526.78万 | 0.11% | 16,434 | -524 | -3.1% | -$16.80万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $521.80万 | 0.11% | 67,669 | 4,110 | 6.5% | $31.69万 | 加仓 |
| IXUS | ISHARES TR | $517.99万 | 0.11% | 59,787 | 3,768 | 6.7% | $32.65万 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $513.79万 | 0.11% | 16,600 | -400 | -2.4% | -$12.38万 | 减仓 |
| URI | UNITED RENTALS INC | $511.83万 | 0.11% | 7,025 | -43 | -0.6% | -$3.13万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $507.99万 | 0.10% | 174,686 | -2,188 | -1.2% | -$6.36万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $507.66万 | 0.10% | 17,978 | -551 | -3.0% | -$15.56万 | 减仓 |
| LOW | LOWES COS INC | $494.28万 | 0.10% | 20,919 | 342 | 1.7% | $8.08万 | 加仓 |
| IYR | ISHARES TR | $485.23万 | 0.10% | 51,315 | -3,307 | -6.1% | -$31.27万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $481.55万 | 0.10% | 17,803 | 11,884 | 200.8% | $321.45万 | 加仓 |
| TXN | TEXAS INSTRS INC | $479.50万 | 0.10% | 24,699 | -1,331 | -5.1% | -$25.84万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $476.86万 | 0.10% | 41,520 | -1,864 | -4.3% | -$21.41万 | 减仓 |
| MCD | MCDONALDS CORP | $468.71万 | 0.10% | 15,081 | -1,664 | -9.9% | -$51.72万 | 减仓 |
| ACWX | ISHARES TR | $464.17万 | 0.10% | 67,792 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $457.26万 | 0.09% | 31,657 | -14,760 | -31.8% | -$213.19万 | 减仓 |
| IVW | ISHARES TR | $452.41万 | 0.09% | 39,998 | 2,469 | 6.6% | $27.93万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $438.81万 | 0.09% | 95,748 | -1,338 | -1.4% | -$6.13万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $438.72万 | 0.09% | 18,100 | -1,835 | -9.2% | -$44.48万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $436.73万 | 0.09% | 8,741 | -720 | -7.6% | -$35.97万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $429.80万 | 0.09% | 6,300 | -509 | -7.5% | -$34.73万 | 减仓 |
| RTX | RTX CORPORATION | $429.52万 | 0.09% | 22,266 | -1,133 | -4.8% | -$21.86万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $422.58万 | 0.09% | 128,247 | -26,090 | -16.9% | -$85.97万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $419.24万 | 0.09% | 4,956 | 360 | 7.8% | $30.45万 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $418.76万 | 0.09% | 14,650 | -220 | -1.5% | -$6.29万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $412.38万 | 0.08% | 12,206 | 849 | 7.5% | $28.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $409.96万 | 0.08% | 11,945 | -488 | -3.9% | -$16.75万 | 减仓 |
| VGT | VANGUARD WORLD FD | $401.97万 | 0.08% | 5,761 | -1,115 | -16.2% | -$77.80万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $398.98万 | 0.08% | 14,745 | -402 | -2.7% | -$10.88万 | 减仓 |
| DWM | WISDOMTREE TR | $398.87万 | 0.08% | 57,071 | -410 | -0.7% | -$2.87万 | 减仓 |
| DVY | ISHARES TR | $397.13万 | 0.08% | 26,229 | 4,694 | 21.8% | $71.07万 | 加仓 |
| CMF | ISHARES TR | $395.01万 | 0.08% | 69,471 | -4,953 | -6.7% | -$28.16万 | 减仓 |
| SYK | STRYKER CORPORATION | $392.69万 | 0.08% | 11,951 | -37 | -0.3% | -$1.22万 | 减仓 |
| MUB | ISHARES TR | $381.68万 | 0.08% | 35,956 | 801 | 2.3% | $8.50万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $380.98万 | 0.08% | 99,162 | -3,772 | -3.7% | -$14.49万 | 减仓 |
| — | HONEYWELL INTL INC | $378.77万 | 0.08% | 16,758 | -297 | -1.7% | -$6.71万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $378.65万 | 0.08% | 139,058 | 6,745 | 5.1% | $18.37万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $378.34万 | 0.08% | 144,073 | 7,119 | 5.2% | $18.69万 | 加仓 |
| GE | GE AEROSPACE | $374.94万 | 0.08% | 13,213 | 557 | 4.4% | $15.81万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $365.72万 | 0.08% | 37,353 | -2,642 | -6.6% | -$25.87万 | 减仓 |
| IWM | ISHARES TR | $362.38万 | 0.07% | 14,612 | 1,640 | 12.6% | $40.67万 | 加仓 |
| CB | CHUBB LTD SWITZ | $357.09万 | 0.07% | 10,956 | 51 | 0.5% | $1.66万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $351.41万 | 0.07% | 83,233 | 16,865 | 25.4% | $71.20万 | 加仓 |
| NUEM | NUSHARES ETF TR | $349.84万 | 0.07% | 95,224 | -2,120 | -2.2% | -$7.79万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $349.80万 | 0.07% | 37,662 | 3,036 | 8.8% | $28.20万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $340.84万 | 0.07% | 42,563 | -2,743 | -6.1% | -$21.97万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $335.19万 | 0.07% | 8,586 | -886 | -9.4% | -$34.59万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $331.80万 | 0.07% | 98,925 | -9,605 | -8.9% | -$32.22万 | 减仓 |
| AMGN | AMGEN INC | $331.28万 | 0.07% | 9,415 | -911 | -8.8% | -$32.05万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $326.61万 | 0.07% | 10,798 | 306 | 2.9% | $9.26万 | 加仓 |
| UNP | UNION PAC CORP | $319.66万 | 0.07% | 13,175 | -2,024 | -13.3% | -$49.11万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $317.91万 | 0.07% | 64,393 | 6,451 | 11.1% | $31.85万 | 加仓 |
| IJS | ISHARES TR | $315.62万 | 0.06% | 26,646 | -1,711 | -6.0% | -$20.27万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $315.35万 | 0.06% | 9,642 | -317 | -3.2% | -$10.37万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $312.87万 | 0.06% | 70,386 | 238 | 0.3% | $1.06万 | 加仓 |
| MRK | MERCK & CO INC | $312.63万 | 0.06% | 25,990 | -2,791 | -9.7% | -$33.57万 | 减仓 |
| ETN | EATON CORP PLC | $311.54万 | 0.06% | 8,710 | -3,230 | -27.1% | -$115.53万 | 减仓 |
| IEF | ISHARES TR | $309.09万 | 0.06% | 32,386 | -7,810 | -19.4% | -$74.54万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $308.86万 | 0.06% | 73,137 | -2,156 | -2.9% | -$9.10万 | 减仓 |
| DHR | DANAHER CORP DEL | $306.87万 | 0.06% | 16,185 | -19 | -0.1% | -$3,602 | 减仓 |
| KO | COCA COLA CO | $306.32万 | 0.06% | 40,278 | -2,148 | -5.1% | -$16.34万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $298.86万 | 0.06% | 18,642 | -3,770 | -16.8% | -$60.44万 | 减仓 |
| VEEV | VEEVA SYS INC | $297.11万 | 0.06% | 16,914 | 151 | 0.9% | $2.65万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $293.86万 | 0.06% | 39,129 | 4,927 | 14.4% | $37.00万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $291.07万 | 0.06% | 8,613 | -1,484 | -14.7% | -$50.15万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $290.76万 | 0.06% | 115,839 | 3,320 | 3.0% | $8.33万 | 加仓 |
| NOW | SERVICENOW INC | $287.99万 | 0.06% | 27,546 | 927 | 3.5% | $9.69万 | 加仓 |
| TMUS | T-MOBILE US INC | $286.68万 | 0.06% | 13,650 | 514 | 3.9% | $10.80万 | 加仓 |
| AGX | ARGAN INC | $283.76万 | 0.06% | 5,210 | -300 | -5.4% | -$16.34万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $278.75万 | 0.06% | 24,828 | -7,904 | -24.1% | -$88.74万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $275.93万 | 0.06% | 54,966 | 3,606 | 7.0% | $18.10万 | 加仓 |
| DE | DEERE & CO | $275.64万 | 0.06% | 4,893 | -34 | -0.7% | -$1.92万 | 减仓 |
| DLN | WISDOMTREE TR | $275.34万 | 0.06% | 30,823 | -855 | -2.7% | -$7.64万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $274.11万 | 0.06% | 24,049 | -546 | -2.2% | -$6.22万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $268.95万 | 0.06% | 40,942 | 403 | 1.0% | $2.65万 | 加仓 |
| QCOM | QUALCOMM INC | $264.86万 | 0.05% | 20,567 | -2,755 | -11.8% | -$35.48万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $264.52万 | 0.05% | 12,176 | -998 | -7.6% | -$21.68万 | 减仓 |
| QUAL | ISHARES TR | $260.73万 | 0.05% | 13,593 | -236 | -1.7% | -$4.53万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $259.40万 | 0.05% | 17,793 | -293 | -1.6% | -$4.27万 | 减仓 |
| GEV | GE VERNOVA INC | $257.28万 | 0.05% | 2,947 | 480 | 19.5% | $41.90万 | 加仓 |
| ASML | ASML HLDG NV | $256.34万 | 0.05% | 1,941 | -171 | -8.1% | -$22.58万 | 减仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $254.61万 | 0.05% | 147,515 | -10,000 | -6.3% | -$17.26万 | 减仓 |
| PEP | PEPSICO INC | $254.02万 | 0.05% | 16,358 | -2,724 | -14.3% | -$42.30万 | 减仓 |
| CRM | SALESFORCE INC | $253.09万 | 0.05% | 13,558 | -1,337 | -9.0% | -$24.96万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $250.12万 | 0.05% | 24,362 | -8,432 | -25.7% | -$86.57万 | 减仓 |
| APH | AMPHENOL CORP | $249.89万 | 0.05% | 19,778 | 11 | 0.1% | $1,390 | 加仓 |
| APPF | APPFOLIO INC | $249.47万 | 0.05% | 15,807 | -23,300 | -59.6% | -$367.72万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $243.03万 | 0.05% | 8,041 | -106 | -1.3% | -$3.20万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $242.77万 | 0.05% | 4,017 | -62 | -1.5% | -$3.75万 | 减仓 |
| BE | BLOOM ENERGY CORP | $239.95万 | 0.05% | 17,710 | 17,710 | — | $239.95万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $238.38万 | 0.05% | 78,157 | -13,436 | -14.7% | -$40.98万 | 减仓 |
| DIS | DISNEY WALT CO | $237.66万 | 0.05% | 24,658 | -2,610 | -9.6% | -$25.16万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $233.74万 | 0.05% | 4,755 | 58 | 1.2% | $2.85万 | 加仓 |
| SPUS | TIDAL TRUST I | $231.87万 | 0.05% | 48,146 | 1,477 | 3.2% | $7.11万 | 加仓 |
| TACK | CAPITOL SER TR | $227.75万 | 0.05% | 74,921 | -2,457 | -3.2% | -$7.47万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $227.31万 | 0.05% | 5,802 | 101 | 1.8% | $3.96万 | 加仓 |
| GLDM | WORLD GOLD TR | $227.21万 | 0.05% | 24,513 | -2,925 | -10.7% | -$27.11万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $221.37万 | 0.05% | 113,349 | 113,349 | — | $221.37万 | 新建仓 |