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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $118.78万 | 0.02% | 6,520 | -574 | -8.1% | -$10.46万 | 减仓 |
| P | EVERPURE INC 看跌期权 | $118.08万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $117.37万 | 0.02% | 13,826 | -1,124 | -7.5% | -$9.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON 看跌期权 | $117.33万 | 0.02% | 4,800 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $116.95万 | 0.02% | 12,117 | -452 | -3.6% | -$4.36万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW 看跌期权 | $114.47万 | 0.02% | 3,500 | -100 | -2.8% | -$3.27万 | 减仓 |
| NTRS | NORTHERN TR CORP | $113.54万 | 0.02% | 8,135 | 910 | 12.6% | $12.70万 | 加仓 |
| TTD | THE TRADE DESK INC | $113.33万 | 0.02% | 49,947 | -307,461 | -86.0% | -$697.63万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $112.44万 | 0.02% | 8,578 | -640 | -6.9% | -$8.39万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $111.82万 | 0.02% | 4,461 | 14 | 0.3% | $3,509 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $111.41万 | 0.02% | 38,246 | 166 | 0.4% | $4,836 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $111.36万 | 0.02% | 883 | -5 | -0.6% | -$6,306 | 减仓 |
| VDC | VANGUARD WORLD FD | $110.79万 | 0.02% | 4,933 | -326 | -6.2% | -$7.32万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $110.47万 | 0.02% | 31,092 | 7,830 | 33.7% | $27.82万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $110.38万 | 0.02% | 18,698 | -5,923 | -24.1% | -$34.96万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $109.66万 | 0.02% | 3,760 | -105 | -2.7% | -$3.06万 | 减仓 |
| HDV | ISHARES TR | $109.25万 | 0.02% | 8,050 | 4,587 | 132.5% | $62.25万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $109.15万 | 0.02% | 2,515 | -339 | -11.9% | -$14.71万 | 减仓 |
| MELI | MERCADOLIBRE INC | $108.84万 | 0.02% | 629 | 61 | 10.7% | $10.56万 | 加仓 |
| SLV | ISHARES SILVER TR | $108.61万 | 0.02% | 15,940 | 417 | 2.7% | $2.84万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $105.78万 | 0.02% | 27,648 | -1,830 | -6.2% | -$7.00万 | 减仓 |
| XEL | XCEL ENERGY INC | $105.44万 | 0.02% | 13,273 | -293 | -2.2% | -$2.33万 | 减仓 |
| CME | CME GROUP INC | $104.89万 | 0.02% | 3,551 | -8 | -0.2% | -$2,363 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $104.50万 | 0.02% | 52,911 | -1,036 | -1.9% | -$2.05万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $104.31万 | 0.02% | 25,386 | 4,014 | 18.8% | $16.49万 | 加仓 |
| COHR | COHERENT CORP | $102.84万 | 0.02% | 4,317 | -209 | -4.6% | -$4.98万 | 减仓 |
| DVA | DAVITA INC | $101.33万 | 0.02% | 6,593 | 6 | 0.1% | $922 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $100.75万 | 0.02% | 16,446 | 521 | 3.3% | $3.19万 | 加仓 |
| CATH | GLOBAL X FDS | $100.21万 | 0.02% | 12,823 | -675 | -5.0% | -$5.28万 | 减仓 |
| CTVA | CORTEVA INC | $99.52万 | 0.02% | 11,889 | -683 | -5.4% | -$5.72万 | 减仓 |
| EMXC | ISHARES INC | $97.40万 | 0.02% | 12,382 | 224 | 1.8% | $1.76万 | 加仓 |
| CSX | CSX CORP | $97.12万 | 0.02% | 23,659 | -5,416 | -18.6% | -$22.23万 | 减仓 |
| — | ELECTRONIC ARTS INC | $96.25万 | 0.02% | 4,721 | -40 | -0.8% | -$8,155 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $95.00万 | 0.02% | 18,293 | -371 | -2.0% | -$1.93万 | 减仓 |
| BX | BLACKSTONE INC | $92.99万 | 0.02% | 8,087 | -395 | -4.7% | -$4.54万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $90.61万 | 0.02% | 18,925 | 4,331 | 29.7% | $20.74万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $90.47万 | 0.02% | 24,165 | -5,173 | -17.6% | -$19.37万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $90.13万 | 0.02% | 19,671 | 150 | 0.8% | $6,873 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $90.12万 | 0.02% | 19,912 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $89.97万 | 0.02% | 3,021 | 209 | 7.4% | $6.22万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $89.52万 | 0.02% | 3,206 | -24 | -0.7% | -$6,702 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $89.41万 | 0.02% | 1,272 | -23 | -1.8% | -$1.62万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $89.29万 | 0.02% | 7,978 | -243 | -3.0% | -$2.72万 | 减仓 |
| TRMB | TRIMBLE INC | $89.26万 | 0.02% | 13,684 | -48 | -0.3% | -$3,131 | 减仓 |
| ORCL | ORACLE CORP 看跌期权 | $88.27万 | 0.02% | 6,000 | -5,500 | -47.8% | -$80.91万 | 减仓 |
| MKL | MARKEL GROUP INC | $88.02万 | 0.02% | 460 | -1 | -0.2% | -$1,913 | 减仓 |
| CAH | CARDINAL HEALTH INC | $87.97万 | 0.02% | 4,163 | 6 | 0.1% | $1,268 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $87.72万 | 0.02% | 17,582 | -587 | -3.2% | -$2.93万 | 减仓 |
| ABNB | AIRBNB INC | $87.66万 | 0.02% | 6,942 | -79 | -1.1% | -$9,976 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $87.25万 | 0.02% | 32,825 | 5,714 | 21.1% | $15.19万 | 加仓 |
| WWD | WOODWARD INC | $87.15万 | 0.02% | 2,435 | -994 | -29.0% | -$35.58万 | 减仓 |
| ZS | ZSCALER INC | $87.09万 | 0.02% | 6,208 | -309 | -4.7% | -$4.33万 | 减仓 |
| MPC | MARATHON PETE CORP | $85.48万 | 0.02% | 3,501 | -1,355 | -27.9% | -$33.08万 | 减仓 |
| OEF | ISHARES TR | $85.46万 | 0.02% | 2,687 | 124 | 4.8% | $3.94万 | 加仓 |
| CRH | CRH PLC | $85.23万 | 0.02% | 8,108 | -339 | -4.0% | -$3.56万 | 减仓 |
| IWO | ISHARES TR | $84.52万 | 0.02% | 2,693 | 68 | 2.6% | $2.13万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $84.49万 | 0.02% | 10,210 | -791 | -7.2% | -$6.55万 | 减仓 |
| IYW | ISHARES TR | $83.11万 | 0.02% | 4,581 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $82.91万 | 0.02% | 8,487 | -781 | -8.4% | -$7.63万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $82.90万 | 0.02% | 13,578 | -446 | -3.2% | -$2.72万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $82.57万 | 0.02% | 16,875 | -87 | -0.5% | -$4,257 | 减仓 |
| CMCSA | COMCAST CORP NEW | $82.56万 | 0.02% | 28,757 | -2,995 | -9.4% | -$8.60万 | 减仓 |
| RKLB | ROCKET LAB CORP | $82.13万 | 0.02% | 12,788 | 12,788 | — | $82.13万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $82.12万 | 0.02% | 23,769 | 13,023 | 121.2% | $44.99万 | 加仓 |
| MGC | VANGUARD WORLD FD | $82.04万 | 0.02% | 3,471 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $81.43万 | 0.02% | 2,066 | 33 | 1.6% | $1.30万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $80.98万 | 0.02% | 4,439 | -196 | -4.2% | -$3.58万 | 减仓 |
| IDXX | IDEXX LABS INC | $80.23万 | 0.02% | 1,428 | 4 | 0.3% | $2,247 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $80.15万 | 0.02% | 38,349 | -1,108 | -2.8% | -$2.32万 | 减仓 |
| ALLE | ALLEGION PLC | $79.32万 | 0.02% | 5,459 | -243 | -4.3% | -$3.53万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $79.31万 | 0.02% | 5,865 | -190 | -3.1% | -$2.57万 | 减仓 |
| ET | ENERGY TRANSFER L P | $79.18万 | 0.02% | 41,025 | -100 | -0.2% | -$1,930 | 减仓 |
| NKE | NIKE INC | $78.85万 | 0.02% | 14,927 | -3,651 | -19.7% | -$19.29万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $78.37万 | 0.02% | 2,677 | -38 | -1.4% | -$1.11万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $77.24万 | 0.02% | 35,942 | 3,024 | 9.2% | $6.50万 | 加仓 |
| TGT | TARGET CORP | $77.19万 | 0.02% | 6,369 | -568 | -8.2% | -$6.88万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $76.89万 | 0.02% | 21,531 | 1,303 | 6.4% | $4.65万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $76.83万 | 0.02% | 7,810 | -920 | -10.5% | -$9.05万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $76.38万 | 0.02% | 13,251 | 10 | 0.1% | $576 | 加仓 |
| MSCI | MSCI INC | $76.35万 | 0.02% | 1,416 | 15 | 1.1% | $8,088 | 加仓 |
| IWR | ISHARES TR | $76.23万 | 0.02% | 7,840 | -108 | -1.4% | -$1.05万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $76.15万 | 0.02% | 1,235 | 50 | 4.2% | $3.08万 | 加仓 |
| VCR | VANGUARD WORLD FD | $76.07万 | 0.02% | 2,119 | 10 | 0.5% | $3,590 | 加仓 |
| TTE | TOTALENERGIES SE | $75.95万 | 0.02% | 8,348 | -184 | -2.2% | -$1.67万 | 减仓 |
| ABNB | AIRBNB INC 看跌期权 | $75.77万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $75.53万 | 0.02% | 39,317 | 2,528 | 6.9% | $4.86万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $74.58万 | 0.02% | 1,095 | 115 | 11.7% | $7.83万 | 加仓 |
| META | META PLATFORMS INC 看跌期权 | $74.38万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $74.06万 | 0.02% | 9,961 | -505 | -4.8% | -$3.75万 | 减仓 |
| NOK | NOKIA CORP | $73.78万 | 0.02% | 91,762 | -757 | -0.8% | -$6,086 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $73.31万 | 0.02% | 20,534 | 46 | 0.2% | $1,642 | 加仓 |
| HSBC | HSBC HLDGS PLC | $73.02万 | 0.02% | 8,852 | -220 | -2.4% | -$1.81万 | 减仓 |
| IJJ | ISHARES TR | $72.88万 | 0.01% | 5,501 | -1,066 | -16.2% | -$14.12万 | 减仓 |
| VLO | VALERO ENERGY CORP | $72.73万 | 0.01% | 2,944 | 24 | 0.8% | $5,929 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $72.33万 | 0.01% | 4,204 | -196 | -4.5% | -$3.37万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $72.29万 | 0.01% | 9,938 | -224 | -2.2% | -$1.63万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $72.23万 | 0.01% | 30,425 | -209 | -0.7% | -$4,962 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $71.89万 | 0.01% | 15,870 | -679 | -4.1% | -$3.08万 | 减仓 |
| RIO | RIO TINTO PLC | $71.69万 | 0.01% | 7,685 | 361 | 4.9% | $3.37万 | 加仓 |
| BBY | BEST BUY INC | $71.66万 | 0.01% | 11,161 | -74 | -0.7% | -$4,751 | 减仓 |