Mezzasalma Advisors, LLC
TINTON FALLS NJ · SEC CIK 0001864916
$3.91亿2026Q1 申报市值
155持仓数
46.5%前十大占比 · 第一大 6.4%
10 / 10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
CLS 新建仓+$284.81万
MU 新建仓+$239.49万
KRMN 新建仓+$184.34万
ESLT 新建仓+$181.54万
AS 加仓+$153.57万
2026Q1 卖出最多 按季末市值估算
TIP 减仓-$459.69万
JPST 清仓-$408.23万
HOOD 清仓-$265.73万
LLY 减仓-$261.67万
XLU 清仓-$253.45万
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $70.41万 | 0.18% | 2,060 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $77.47万 | 0.20% | 8,511 | 562 | 7.1% | $5.12万 | 加仓 |
| GPC | GENUINE PARTS CO | $77.50万 | 0.20% | 7,329 | -87 | -1.2% | -$9,200 | 减仓 |
| ADI | ANALOG DEVICES INC | $80.90万 | 0.21% | 2,543 | 141 | 5.9% | $4.49万 | 加仓 |
| KLAC | KLA CORP | $82.45万 | 0.21% | 560 | 0 | 0.0% | — | 不变 |
| — | BANCROFT FD LTD | $85.91万 | 0.22% | 39,885 | 529 | 1.3% | $1.14万 | 加仓 |
| IEO | ISHARES TR | $86.91万 | 0.22% | 6,958 | -978 | -12.3% | -$12.22万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $87.83万 | 0.22% | 2,559 | 158 | 6.6% | $5.42万 | 加仓 |
| MINT | PIMCO ETF TR | $88.62万 | 0.23% | 8,812 | 236 | 2.8% | $2.37万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $92.29万 | 0.24% | 4,248 | 20 | 0.5% | $4,345 | 加仓 |
| IWD | ISHARES TR | $92.58万 | 0.24% | 4,333 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $93.04万 | 0.24% | 9,579 | 0 | 0.0% | — | 不变 |
| INFL | LISTED FDS TR | $94.66万 | 0.24% | 18,183 | 3,819 | 26.6% | $19.88万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $99.25万 | 0.25% | 12,261 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $100.92万 | 0.26% | 3,518 | 101 | 3.0% | $2.90万 | 加仓 |
| EXEL | EXELIXIS INC | $101.66万 | 0.26% | 23,703 | -48,041 | -67.0% | -$206.05万 | 减仓 |
| NVS | NOVARTIS AG | $101.70万 | 0.26% | 6,658 | 297 | 4.7% | $4.54万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $112.57万 | 0.29% | 14,201 | 92 | 0.7% | $7,293 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $114.14万 | 0.29% | 7,785 | -114 | -1.4% | -$1.67万 | 减仓 |
| GLD | SPDR GOLD TR | $114.54万 | 0.29% | 2,662 | -2,037 | -43.3% | -$87.65万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $122.51万 | 0.31% | 3,138 | -3,338 | -51.5% | -$130.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $126.62万 | 0.32% | 1,947 | 3 | 0.2% | $1,951 | 加仓 |
| GDX | VANECK ETF TRUST | $126.92万 | 0.32% | 13,830 | -140 | -1.0% | -$1.28万 | 减仓 |
| AMLP | ALPS ETF TR | $139.06万 | 0.36% | 26,416 | 223 | 0.9% | $1.17万 | 加仓 |
| LLY | ELI LILLY & CO | $173.10万 | 0.44% | 1,882 | -2,845 | -60.2% | -$261.67万 | 减仓 |
| ESLT | ELBIT SYS LTD | $181.54万 | 0.46% | 2,138 | 2,138 | — | $181.54万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $184.34万 | 0.47% | 23,028 | 23,028 | — | $184.34万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $187.09万 | 0.48% | 3,242 | -29 | -0.9% | -$1.67万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $193.16万 | 0.49% | 2,500 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $212.32万 | 0.54% | 83,755 | 4,606 | 5.8% | $11.68万 | 加仓 |
| ECHO | ECHOSTAR CORP | $230.56万 | 0.59% | 19,694 | 5,259 | 36.4% | $61.57万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $239.49万 | 0.61% | 7,089 | 7,089 | — | $239.49万 | 新建仓 |
| AS | AMER SPORTS INC | $240.40万 | 0.61% | 73,024 | 46,648 | 176.9% | $153.57万 | 加仓 |
| FIX | COMFORT SYS USA INC | $272.76万 | 0.70% | 1,978 | 421 | 27.0% | $58.06万 | 加仓 |
| SLV | ISHARES SILVER TR | $274.55万 | 0.70% | 40,292 | -6,860 | -14.5% | -$46.74万 | 减仓 |
| CLS | CELESTICA INC | $284.81万 | 0.73% | 10,111 | 10,111 | — | $284.81万 | 新建仓 |
| COKE | COCA COLA CONS INC | $285.98万 | 0.73% | 14,915 | 2,403 | 19.2% | $46.08万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $286.96万 | 0.73% | 28,641 | -221 | -0.8% | -$2.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $311.47万 | 0.80% | 5,212 | 866 | 19.9% | $51.75万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $314.37万 | 0.80% | 13,641 | 1,756 | 14.8% | $40.47万 | 加仓 |
| OEF | ISHARES TR | $321.38万 | 0.82% | 20,885 | 1,472 | 7.6% | $22.65万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $332.54万 | 0.85% | 22,733 | 3,387 | 17.5% | $49.55万 | 加仓 |
| SMH | VANECK ETF TRUST | $342.38万 | 0.87% | 15,813 | 654 | 4.3% | $14.16万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $351.74万 | 0.90% | 3,035 | 186 | 6.5% | $21.56万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $368.40万 | 0.94% | 40,650 | -974 | -2.3% | -$8.83万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $371.71万 | 0.95% | 144,099 | -5,694 | -3.8% | -$14.69万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $390.97万 | 1.00% | 11,569 | 914 | 8.6% | $30.89万 | 加仓 |
| TRGP | TARGA RES CORP | $394.24万 | 1.01% | 15,723 | -541 | -3.3% | -$13.56万 | 减仓 |
| IVV | ISHARES TR | $399.50万 | 1.02% | 6,116 | 971 | 18.9% | $63.43万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $408.23万 | 1.04% | 19,805 | 1,769 | 9.8% | $36.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $428.60万 | 1.10% | 43,330 | 562 | 1.3% | $5.56万 | 加仓 |
| IWY | ISHARES TR | $494.17万 | 1.26% | 30,516 | 875 | 3.0% | $14.17万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $557.01万 | 1.42% | 14,132 | 975 | 7.4% | $38.43万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $583.02万 | 1.49% | 5,851 | 557 | 10.5% | $55.50万 | 加仓 |
| — | EXXON MOBIL CORP | $639.03万 | 1.63% | 37,665 | 2,874 | 8.3% | $48.76万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $680.37万 | 1.74% | 27,152 | 1,214 | 4.7% | $30.42万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $742.25万 | 1.90% | 26,973 | 702 | 2.7% | $19.32万 | 加仓 |
| NFLX | NETFLIX INC. | $800.24万 | 2.04% | 83,228 | 3,906 | 4.9% | $37.56万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $832.35万 | 2.13% | 88,567 | 2,619 | 3.0% | $24.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $865.98万 | 2.21% | 23,394 | 1,080 | 4.8% | $39.98万 | 加仓 |
| EME | EMCOR GROUP INC | $957.15万 | 2.45% | 12,964 | 395 | 3.1% | $29.16万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1,089.61万 | 2.78% | 80,420 | 5,085 | 6.7% | $68.90万 | 加仓 |
| V | VISA INC | $1,122.56万 | 2.87% | 37,141 | 1,382 | 3.9% | $41.77万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,343.34万 | 3.43% | 109,410 | 1,993 | 1.9% | $24.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,412.15万 | 3.61% | 29,469 | 1,317 | 4.7% | $63.11万 | 加仓 |
| AMZN | AMAZON COM INC | $1,415.22万 | 3.62% | 67,951 | 2,256 | 3.4% | $46.99万 | 加仓 |
| META | META PLATFORMS INC | $2,097.98万 | 5.36% | 36,670 | 478 | 1.3% | $27.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,349.94万 | 6.00% | 134,744 | -102 | -0.1% | -$1.78万 | 减仓 |
| AAPL | APPLE INC | $2,421.93万 | 6.19% | 95,431 | 1,640 | 1.7% | $41.62万 | 加仓 |
| GOOGL | ALPHABET INC | $2,456.60万 | 6.28% | 85,429 | -1,215 | -1.4% | -$34.94万 | 减仓 |
| TSLA | TESLA INC | $2,500.54万 | 6.39% | 67,264 | 352 | 0.5% | $13.09万 | 加仓 |