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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $48.05万 | 0.01% | 2,928 | -346 | -10.6% | -$5.68万 | 减仓 |
| AOA | ISHARES TR | $48.03万 | 0.01% | 5,427 | -3,780 | -41.1% | -$33.45万 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $47.90万 | 0.01% | 2,300 | -1,700 | -42.5% | -$35.41万 | 减仓 |
| EQNR | EQUINOR ASA | $47.83万 | 0.01% | 11,335 | -220 | -1.9% | -$9,284 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $47.67万 | 0.01% | 8,465 | 440 | 5.5% | $2.48万 | 加仓 |
| INTU | INTUIT 看跌期权 | $47.56万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $47.54万 | 0.01% | 2,641 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $47.33万 | 0.01% | 4,088 | -513 | -11.1% | -$5.94万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $47.16万 | 0.01% | 9,678 | -97 | -1.0% | -$4,727 | 减仓 |
| IWN | ISHARES TR | $46.87万 | 0.01% | 2,472 | -1,227 | -33.2% | -$23.27万 | 减仓 |
| WY | WEYERHAEUSER CO | $46.86万 | 0.01% | 19,181 | -4,026 | -17.3% | -$9.84万 | 减仓 |
| GSK | GSK PLC | $46.82万 | 0.01% | 8,483 | 695 | 8.9% | $3.84万 | 加仓 |
| ETN | EATON CORP PLC 看跌期权 | $46.50万 | 0.01% | 1,300 | -300 | -18.8% | -$10.73万 | 减仓 |
| NTAP | NETAPP INC | $46.37万 | 0.01% | 4,528 | 123 | 2.8% | $1.26万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $46.29万 | 0.01% | 8,773 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $46.29万 | 0.01% | 7,193 | -3,192 | -30.7% | -$20.54万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $46.07万 | 0.01% | 14,881 | 29 | 0.2% | $898 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $45.40万 | 0.01% | 16,722 | 1,215 | 7.8% | $3.30万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $45.27万 | 0.01% | 2,090 | -379 | -15.4% | -$8.21万 | 减仓 |
| IR | INGERSOLL RAND INC | $45.08万 | 0.01% | 5,627 | -178 | -3.1% | -$1.43万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $44.15万 | 0.01% | 2,396 | -55 | -2.2% | -$1.01万 | 减仓 |
| MTB | M & T BK CORP | $44.02万 | 0.01% | 2,129 | 50 | 2.4% | $1.03万 | 加仓 |
| MCO | MOODYS CORP | $43.92万 | 0.01% | 1,007 | 25 | 2.5% | $1.09万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $43.74万 | 0.01% | 9,713 | -3,934 | -28.8% | -$17.71万 | 减仓 |
| BKH | BLACK HILLS CORP | $43.71万 | 0.01% | 6,297 | 81 | 1.3% | $5,622 | 加仓 |
| IUSG | ISHARES TR | $43.55万 | 0.01% | 2,807 | -300 | -9.7% | -$4.65万 | 减仓 |
| UBS | UBS GROUP AG | $43.54万 | 0.01% | 11,143 | -276 | -2.4% | -$1.08万 | 减仓 |
| WULF | TERAWULF INC | $43.46万 | 0.01% | 30,120 | 30,120 | — | $43.46万 | 新建仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $43.26万 | 0.01% | 7,852 | -1,728 | -18.0% | -$9.52万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $43.03万 | 0.01% | 8,316 | 268 | 3.3% | $1.39万 | 加仓 |
| FAST | FASTENAL CO | $42.33万 | 0.01% | 9,124 | -35 | -0.4% | -$1,624 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $42.29万 | 0.01% | 547 | -42 | -7.1% | -$3.25万 | 减仓 |
| XAR | SPDR SERIES TRUST | $41.91万 | 0.01% | 1,650 | 330 | 25.0% | $8.38万 | 加仓 |
| POOL | POOL CORP | $41.53万 | 0.01% | 2,053 | 321 | 18.5% | $6.49万 | 加仓 |
| NET | CLOUDFLARE INC 看跌期权 | $41.27万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $41.18万 | 0.01% | 9,691 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $41.12万 | 0.01% | 3,140 | -5 | -0.2% | -$655 | 减仓 |
| ERII | ENERGY RECOVERY INC | $41.07万 | 0.01% | 40,787 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $40.97万 | 0.01% | 2,605 | -6 | -0.2% | -$944 | 减仓 |
| ECHO | ECHOSTAR CORP | $40.34万 | 0.01% | 3,445 | -31 | -0.9% | -$3,630 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $40.34万 | 0.01% | 7,632 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $40.29万 | 0.01% | 6,818 | 6,818 | — | $40.29万 | 新建仓 |
| CI | THE CIGNA GROUP | $40.29万 | 0.01% | 1,510 | -94 | -5.9% | -$2.51万 | 减仓 |
| CNH | CNH INDL N V | $40.20万 | 0.01% | 36,541 | -1,139 | -3.0% | -$1.25万 | 减仓 |
| RVTY | REVVITY INC | $39.94万 | 0.01% | 4,558 | -2 | -0.0% | -$175 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $39.83万 | 0.01% | 1,914 | 49 | 2.6% | $1.02万 | 加仓 |
| AZO | AUTOZONE INC | $39.52万 | 0.01% | 117 | 2 | 1.7% | $6,756 | 加仓 |
| VOX | VANGUARD WORLD FD | $39.41万 | 0.01% | 2,191 | 87 | 4.1% | $1.56万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $39.14万 | 0.01% | 4,153 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $39.10万 | 0.01% | 4,527 | 4,527 | — | $39.10万 | 新建仓 |
| CVS | CVS HEALTH CORP | $38.84万 | 0.01% | 5,408 | -35 | -0.6% | -$2,514 | 减仓 |
| GM | GENERAL MTRS CO | $38.75万 | 0.01% | 5,201 | -242 | -4.4% | -$1.80万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $38.53万 | 0.01% | 3,404 | -2,384 | -41.2% | -$26.99万 | 减仓 |
| OKLO | OKLO INC | $38.12万 | 0.01% | 7,688 | -236 | -3.0% | -$1.17万 | 减仓 |
| — | CHART INDS INC | $38.04万 | 0.01% | 1,840 | -1 | -0.1% | -$207 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $37.92万 | 0.01% | 6,451 | -103 | -1.6% | -$6,055 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $37.90万 | 0.01% | 22,669 | 22,669 | — | $37.90万 | 新建仓 |
| IBB | ISHARES TR | $37.85万 | 0.01% | 2,242 | 8 | 0.4% | $1,351 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $37.69万 | 0.01% | 13,534 | -1,003 | -6.9% | -$2.79万 | 减仓 |
| ALL | ALLSTATE CORP 看跌期权 | $37.32万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $37.25万 | 0.01% | 4,544 | -964 | -17.5% | -$7.90万 | 减仓 |
| DGRW | WISDOMTREE TR | $37.21万 | 0.01% | 4,236 | -18,931 | -81.7% | -$166.29万 | 减仓 |
| PODD | INSULET CORP | $37.10万 | 0.01% | 1,768 | -333 | -15.8% | -$6.99万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $36.93万 | 0.01% | 6,685 | 38 | 0.6% | $2,099 | 加仓 |
| RWX | SPDR INDEX SHS FDS | $36.92万 | 0.01% | 13,870 | -3,213 | -18.8% | -$8.55万 | 减仓 |
| MDT | MEDTRONIC PLC | $36.77万 | 0.01% | 4,243 | -275 | -6.1% | -$2.38万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $36.59万 | 0.01% | 18,499 | -570 | -3.0% | -$1.13万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $36.55万 | 0.01% | 7,583 | -2,000 | -20.9% | -$9.64万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $36.31万 | 0.01% | 2,104 | -328 | -13.5% | -$5.66万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $35.99万 | 0.01% | 1,974 | 1,974 | — | $35.99万 | 新建仓 |
| DSI | ISHARES TR | $35.92万 | 0.01% | 2,964 | -170 | -5.4% | -$2.06万 | 减仓 |
| FTNT | FORTINET INC | $35.76万 | 0.01% | 4,376 | -41 | -0.9% | -$3,350 | 减仓 |
| IWS | ISHARES TR | $35.74万 | 0.01% | 2,453 | -1,005 | -29.1% | -$14.64万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $35.61万 | 0.01% | 7,801 | -215 | -2.7% | -$9,815 | 减仓 |
| EFG | ISHARES TR | $35.27万 | 0.01% | 3,167 | -11 | -0.3% | -$1,225 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $35.26万 | 0.01% | 13,924 | 1,314 | 10.4% | $3.33万 | 加仓 |
| EXC | EXELON CORP | $35.01万 | 0.01% | 7,141 | -33 | -0.5% | -$1,618 | 减仓 |
| ENS | ENERSYS | $34.88万 | 0.01% | 2,008 | 7 | 0.3% | $1,216 | 加仓 |
| PAYX | PAYCHEX INC | $34.59万 | 0.01% | 3,755 | 369 | 10.9% | $3.40万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $34.55万 | 0.01% | 4,922 | -601 | -10.9% | -$4.22万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $34.12万 | 0.01% | 1,815 | -1 | -0.1% | -$188 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $33.93万 | 0.01% | 3,764 | -109 | -2.8% | -$9,826 | 减仓 |
| — | MASIMO CORP | $33.88万 | 0.01% | 1,905 | 20 | 1.1% | $3,557 | 加仓 |
| YUM | YUM BRANDS INC | $33.83万 | 0.01% | 2,176 | 173 | 8.6% | $2.69万 | 加仓 |
| LQD | ISHARES TR | $33.82万 | 0.01% | 3,103 | -30 | -1.0% | -$3,269 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $33.48万 | 0.01% | 1,217 | 51 | 4.4% | $1.40万 | 加仓 |
| SNY | SANOFI SA | $33.29万 | 0.01% | 6,909 | -354 | -4.9% | -$1.71万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $33.26万 | 0.01% | 1,292 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $33.16万 | 0.01% | 370 | -5 | -1.3% | -$4,482 | 减仓 |
| GDX | VANECK ETF TRUST | $32.81万 | 0.01% | 3,576 | 23 | 0.6% | $2,111 | 加仓 |
| RSG | REPUBLIC SVCS INC | $32.55万 | 0.01% | 1,486 | -366 | -19.8% | -$8.02万 | 减仓 |
| VLTO | VERALTO CORP | $32.49万 | 0.01% | 3,675 | -221 | -5.7% | -$1.95万 | 减仓 |
| USIG | ISHARES TR | $32.39万 | 0.01% | 6,323 | 490 | 8.4% | $2.51万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $32.07万 | 0.01% | 3,766 | 3,766 | — | $32.07万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $31.94万 | 0.01% | 2,511 | 1 | 0.0% | $127 | 加仓 |
| DG | DOLLAR GEN CORP | $31.60万 | 0.01% | 2,661 | -1 | -0.0% | -$119 | 减仓 |
| IMAX | IMAX CORP | $31.46万 | 0.01% | 8,278 | -1,125 | -12.0% | -$4.28万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $31.37万 | 0.01% | 2,719 | -70 | -2.5% | -$8,077 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $31.37万 | 0.01% | 18,988 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $31.26万 | 0.01% | 14,027 | 14,027 | — | $31.26万 | 新建仓 |