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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $4.71亿 | 9.70% | 2,403,123 | -1,787 | -0.1% | -$35.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4.31亿 | 8.86% | 986,756 | 5,531 | 0.6% | $241.59万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2.95亿 | 6.06% | 1,125,152 | 1,489 | 0.1% | $39.00万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2.89亿 | 5.94% | 3,407,612 | 1,952,383 | 134.2% | $1.66亿 | 加仓 |
| AAPL | APPLE INC | $2.27亿 | 4.67% | 895,665 | -41,575 | -4.4% | -$1,055.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.53亿 | 3.14% | 412,565 | -8,659 | -2.1% | -$320.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.46亿 | 3.01% | 838,187 | -65,057 | -7.2% | -$1,134.59万 | 减仓 |
| IEFA | ISHARES TR | $1.39亿 | 2.87% | 1,539,531 | -1,738,032 | -53.0% | -$1.57亿 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.09亿 | 2.23% | 338,497 | 10,365 | 3.2% | $332.52万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,824.12万 | 1.61% | 1,220,992 | -49,524 | -3.9% | -$317.35万 | 减仓 |
| IJR | ISHARES TR | $7,436.66万 | 1.53% | 598,235 | -8,651 | -1.4% | -$107.54万 | 减仓 |
| AMZN | AMAZON COM INC | $6,836.52万 | 1.41% | 328,253 | -16,388 | -4.8% | -$341.31万 | 减仓 |
| IWF | ISHARES TR | $5,938.18万 | 1.22% | 139,263 | 12,341 | 9.7% | $526.22万 | 加仓 |
| GOOG | ALPHABET INC | $5,751.58万 | 1.18% | 200,501 | -19,332 | -8.8% | -$554.56万 | 减仓 |
| ITOT | ISHARES TR | $5,633.74万 | 1.16% | 395,545 | 56,436 | 16.6% | $803.82万 | 加仓 |
| SUSA | ISHARES TR | $5,446.09万 | 1.12% | 412,271 | 1,266 | 0.3% | $16.72万 | 加仓 |
| IWD | ISHARES TR | $4,800.00万 | 0.99% | 224,645 | 2,765 | 1.2% | $59.08万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,546.65万 | 0.93% | 564,241 | 34,485 | 6.5% | $277.88万 | 加仓 |
| TSLA | TESLA INC | $4,531.35万 | 0.93% | 121,892 | 151 | 0.1% | $5.61万 | 加仓 |
| USFR | WISDOMTREE TR | $4,370.71万 | 0.90% | 868,238 | 171,389 | 24.6% | $862.77万 | 加仓 |
| ESGD | ISHARES TR | $4,197.74万 | 0.86% | 439,002 | 7,220 | 1.7% | $69.04万 | 加仓 |
| NUSC | NUSHARES ETF TR | $3,743.17万 | 0.77% | 830,709 | 12,283 | 1.5% | $55.35万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,661.37万 | 0.75% | 56,299 | 3,752 | 7.1% | $244.01万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,572.57万 | 0.73% | 916,983 | 38,136 | 4.3% | $148.58万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,455.73万 | 0.71% | 713,110 | -5,952 | -0.8% | -$28.84万 | 减仓 |
| AVGO | BROADCOM INC | $3,420.19万 | 0.70% | 110,503 | -5,590 | -4.8% | -$173.02万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,291.96万 | 0.68% | 464,245 | 379,735 | 449.3% | $2,692.70万 | 加仓 |
| ESGU | ISHARES TR | $3,144.66万 | 0.65% | 222,363 | -2,970 | -1.3% | -$42.00万 | 减仓 |
| USRT | ISHARES TR | $3,113.80万 | 0.64% | 526,069 | -1,653 | -0.3% | -$9.78万 | 减仓 |
| GOOGL | ALPHABET INC | $3,092.45万 | 0.64% | 107,541 | -10,277 | -8.7% | -$295.53万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $3,004.71万 | 0.62% | 600,462 | 477,717 | 389.2% | $2,390.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,790.52万 | 0.57% | 718,096 | 28,915 | 4.2% | $112.36万 | 加仓 |
| ESGE | ISHARES INC | $2,663.59万 | 0.55% | 585,790 | -13,874 | -2.3% | -$63.09万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,418.51万 | 0.50% | 714,267 | -59,184 | -7.7% | -$200.40万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $2,408.47万 | 0.50% | 94,900 | 10,800 | 12.8% | $274.09万 | 加仓 |
| IVV | ISHARES TR | $2,351.05万 | 0.48% | 35,992 | -745 | -2.0% | -$48.66万 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $2,265.44万 | 0.47% | 61,200 | 3,000 | 5.2% | $111.05万 | 加仓 |
| IWB | ISHARES TR | $2,223.02万 | 0.46% | 62,346 | -1,294 | -2.0% | -$46.14万 | 减仓 |
| META | META PLATFORMS INC | $2,212.99万 | 0.46% | 38,680 | -3,031 | -7.3% | -$173.41万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,120.66万 | 0.44% | 470,003 | 28,266 | 6.4% | $127.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,079.42万 | 0.43% | 292,340 | -4,756 | -1.6% | -$33.83万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,054.45万 | 0.42% | 35,595 | 619 | 1.8% | $35.73万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,977.12万 | 0.41% | 464,768 | 5,053 | 1.1% | $21.50万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,899.55万 | 0.39% | 351,444 | -5,056 | -1.4% | -$27.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,860.54万 | 0.38% | 63,249 | -4,111 | -6.1% | -$120.93万 | 减仓 |
| NFLX | NETFLIX INC. | $1,847.03万 | 0.38% | 192,099 | -3,746 | -1.9% | -$36.02万 | 减仓 |
| SCZ | ISHARES TR | $1,788.81万 | 0.37% | 228,135 | 4,137 | 1.8% | $32.44万 | 加仓 |
| ARKK | ARK ETF TR | $1,699.66万 | 0.35% | 251,467 | -5,806 | -2.3% | -$39.24万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,671.06万 | 0.34% | 675,175 | -84,219 | -11.1% | -$208.44万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,632.41万 | 0.34% | 47,761 | -4,155 | -8.0% | -$142.01万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,625.15万 | 0.33% | 404,367 | -8,444 | -2.0% | -$33.94万 | 减仓 |
| — | EXXON MOBIL CORP | $1,506.14万 | 0.31% | 88,774 | -7,758 | -8.0% | -$131.62万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,485.92万 | 0.31% | 32,233 | 145 | 0.5% | $6.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $1,461.47万 | 0.30% | 83,800 | 2,000 | 2.4% | $34.88万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,460.05万 | 0.30% | 67,890 | 3,690 | 5.7% | $79.36万 | 加仓 |
| LLY | ELI LILLY & CO | $1,371.09万 | 0.28% | 14,907 | -202 | -1.3% | -$18.58万 | 减仓 |
| V | VISA INC | $1,343.96万 | 0.28% | 44,467 | -2,917 | -6.2% | -$88.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,326.59万 | 0.27% | 54,271 | -10,697 | -16.5% | -$261.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,312.72万 | 0.27% | 13,174 | -60 | -0.5% | -$5.98万 | 减仓 |
| HD | HOME DEPOT INC | $1,271.78万 | 0.26% | 38,669 | -1,989 | -4.9% | -$65.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,247.11万 | 0.26% | 199,697 | 7,604 | 4.0% | $47.49万 | 加仓 |
| IJH | ISHARES TR | $1,210.16万 | 0.25% | 179,204 | 4,403 | 2.5% | $29.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,179.00万 | 0.24% | 56,984 | -1,204 | -2.1% | -$24.91万 | 减仓 |
| ORCL | ORACLE CORP | $1,150.52万 | 0.24% | 78,208 | 11,431 | 17.1% | $168.16万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,136.94万 | 0.23% | 103,650 | -2,587 | -2.4% | -$28.38万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,116.37万 | 0.23% | 18,682 | 1,518 | 8.8% | $90.71万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,082.97万 | 0.22% | 205,186 | -2,343 | -1.1% | -$12.37万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,057.83万 | 0.22% | 137,060 | 137,060 | — | $1,057.83万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $1,052.59万 | 0.22% | 146,743 | -3,027 | -2.0% | -$21.71万 | 减仓 |
| NULV | NUSHARES ETF TR | $986.33万 | 0.20% | 216,777 | -4,585 | -2.1% | -$20.86万 | 减仓 |
| NULG | NUSHARES ETF TR | $978.39万 | 0.20% | 107,586 | 4,528 | 4.4% | $41.18万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $907.58万 | 0.19% | 115,748 | 115,748 | — | $907.58万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $891.33万 | 0.18% | 347,632 | -78,742 | -18.5% | -$201.89万 | 减仓 |
| NUDM | NUSHARES ETF TR | $857.77万 | 0.18% | 237,545 | 3,712 | 1.6% | $13.40万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $807.64万 | 0.17% | 104,373 | 23,276 | 28.7% | $180.11万 | 加仓 |
| ESML | ISHARES TR | $782.89万 | 0.16% | 166,502 | -2,644 | -1.6% | -$12.43万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $768.93万 | 0.16% | 164,512 | -5,385 | -3.2% | -$25.17万 | 减仓 |
| IEMG | ISHARES INC | $766.81万 | 0.16% | 109,936 | -4,680 | -4.1% | -$32.64万 | 减仓 |
| AFL | AFLAC INC | $761.55万 | 0.16% | 69,415 | 20,045 | 40.6% | $219.91万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $756.43万 | 0.16% | 85,279 | -7,403 | -8.0% | -$65.66万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $741.20万 | 0.15% | 100,652 | -4,012 | -3.8% | -$29.54万 | 减仓 |
| CAT | CATERPILLAR INC | $713.93万 | 0.15% | 10,077 | 526 | 5.5% | $37.27万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $705.10万 | 0.14% | 75,219 | -1,240 | -1.6% | -$11.62万 | 减仓 |
| SDY | SPDR SERIES TRUST | $697.92万 | 0.14% | 47,822 | -1,034 | -2.1% | -$15.09万 | 减仓 |
| BLK | BLACKROCK INC | $688.15万 | 0.14% | 7,155 | -244 | -3.3% | -$23.47万 | 减仓 |
| ABBV | ABBVIE INC | $685.54万 | 0.14% | 31,521 | -5,743 | -15.4% | -$124.90万 | 减仓 |
| WFC | WELLS FARGO & CO | $681.22万 | 0.14% | 85,569 | 794 | 0.9% | $6.32万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $670.04万 | 0.14% | 45,243 | -4,379 | -8.8% | -$64.85万 | 减仓 |
| WMT | WALMART INC | $667.76万 | 0.14% | 53,730 | -851 | -1.6% | -$10.58万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $652.76万 | 0.13% | 631,905 | -6,307 | -1.0% | -$6.52万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $647.23万 | 0.13% | 13,638 | -8,043 | -37.1% | -$381.70万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $635.43万 | 0.13% | 29,740 | -9,402 | -24.0% | -$200.88万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $622.55万 | 0.13% | 30,603 | 460 | 1.5% | $9.36万 | 加仓 |
| BAC | BANK AMERICA CORP | $589.15万 | 0.12% | 120,852 | -2,834 | -2.3% | -$13.82万 | 减仓 |
| IWV | ISHARES TR | $581.52万 | 0.12% | 15,688 | -180 | -1.1% | -$6.67万 | 减仓 |
| EFA | ISHARES TR | $576.16万 | 0.12% | 59,319 | 2,965 | 5.3% | $28.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $565.35万 | 0.12% | 42,539 | 322 | 0.8% | $4.28万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $565.06万 | 0.12% | 15,200 | -3,200 | -17.4% | -$118.96万 | 减仓 |
| GLD | SPDR GOLD TR | $551.70万 | 0.11% | 12,822 | 400 | 3.2% | $17.21万 | 加仓 |
| VV | VANGUARD INDEX FDS | $534.86万 | 0.11% | 17,897 | 98 | 0.6% | $2.93万 | 加仓 |