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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -80,646 | -100.0% | -$408.23万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -23,065 | -100.0% | -$265.73万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -58,697 | -100.0% | -$253.45万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -27,589 | -100.0% | -$217.40万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -32,715 | -100.0% | -$206.76万 | 清仓 |
| PFFA | ETFIS SER TR I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ETFIS SER TR I | $0 | 0.00% | 0 | -7,650 | -100.0% | -$30.79万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -400 | -100.0% | -$23.00万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -572 | -100.0% | -$21.32万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,070 | -100.0% | -$20.65万 | 清仓 |
| TY | TRI CONTL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ROUNDHILL ETF TRUST 看涨期权 | $0 | 0.00% | 0 | -116,257 | -100.0% | -$3.41万 | 清仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $10.00万 | 0.03% | 11,825 | 255 | 2.2% | $2,157 | 加仓 |
| — | PUTNAM MASTER INTER INCOME T | $17.89万 | 0.05% | 54,708 | 1,079 | 2.0% | $3,528 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $19.60万 | 0.05% | 11,458 | -1,331 | -10.4% | -$2.28万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR | $19.90万 | 0.05% | 11,499 | 94 | 0.8% | $1,627 | 加仓 |
| KGC | KINROSS GOLD CORP | $20.14万 | 0.05% | 6,600 | 6,600 | — | $20.14万 | 新建仓 |
| WPP | WPP PLC NEW | $20.46万 | 0.05% | 13,158 | 2,853 | 27.7% | $4.44万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $20.64万 | 0.05% | 18,377 | 199 | 1.1% | $2,235 | 加仓 |
| SPGI | S&P GLOBAL INC | $21.35万 | 0.05% | 502 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.57万 | 0.06% | 1,736 | 1,736 | — | $21.57万 | 新建仓 |
| KOMP | SPDR SERIES TRUST | $22.08万 | 0.06% | 3,776 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $22.83万 | 0.06% | 1,679 | 1,679 | — | $22.83万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $22.93万 | 0.06% | 1,157 | 7 | 0.6% | $1,387 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $23.50万 | 0.06% | 14,533 | 196 | 1.4% | $3,169 | 加仓 |
| — | WISDOMTREE TR | $24.17万 | 0.06% | 4,467 | 4 | 0.1% | $216 | 加仓 |
| PFXF | VANECK ETF TRUST | $24.70万 | 0.06% | 14,085 | -96,529 | -87.3% | -$169.31万 | 减仓 |
| CSCO | CISCO SYS INC | $24.87万 | 0.06% | 3,206 | -14 | -0.4% | -$1,086 | 减仓 |
| KIM | KIMCO REALTY CORP | $25.19万 | 0.06% | 11,209 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $25.88万 | 0.07% | 1,060 | 1,060 | — | $25.88万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $26.05万 | 0.07% | 1,066 | -25 | -2.3% | -$6,109 | 减仓 |
| PGR | PROGRESSIVE CORP | $26.09万 | 0.07% | 1,316 | -235 | -15.2% | -$4.66万 | 减仓 |
| FLOT | ISHARES TR | $26.21万 | 0.07% | 5,144 | -176 | -3.3% | -$8,967 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $26.40万 | 0.07% | 18,311 | 612 | 3.5% | $8,825 | 加仓 |
| PPT | PUTNAM PREMIER INCOME TR | $26.41万 | 0.07% | 74,400 | 1,338 | 1.8% | $4,750 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $26.69万 | 0.07% | 3,177 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $27.36万 | 0.07% | 2,365 | 7 | 0.3% | $810 | 加仓 |
| — | WESTERN ASSET INFLT LNK INC | $27.61万 | 0.07% | 34,166 | 534 | 1.6% | $4,315 | 加仓 |
| PEP | PEPSICO INC | $27.63万 | 0.07% | 1,779 | 8 | 0.5% | $1,242 | 加仓 |
| PG | PROCTER & GAMBLE CO | $29.33万 | 0.07% | 2,030 | -12 | -0.6% | -$1,734 | 减仓 |
| HD | HOME DEPOT INC | $31.15万 | 0.08% | 947 | 0 | 0.0% | — | 不变 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $31.58万 | 0.08% | 12,750 | 238 | 1.9% | $5,895 | 加仓 |
| IWO | ISHARES TR | $31.63万 | 0.08% | 1,008 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $31.71万 | 0.08% | 6,346 | 19 | 0.3% | $949 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $31.89万 | 0.08% | 24,346 | 451 | 1.9% | $5,908 | 加仓 |
| STPZ | PIMCO ETF TR | $33.22万 | 0.08% | 6,140 | 366 | 6.3% | $1.98万 | 加仓 |
| IYZ | ISHARES TR | $33.57万 | 0.09% | 8,538 | 18 | 0.2% | $708 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $34.36万 | 0.09% | 2,078 | -9 | -0.4% | -$1,488 | 减仓 |
| IJJ | ISHARES TR | $36.13万 | 0.09% | 2,727 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $36.17万 | 0.09% | 3,396 | -560 | -14.2% | -$5.96万 | 减仓 |
| LQD | ISHARES TR | $36.90万 | 0.09% | 3,386 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $37.08万 | 0.09% | 2,504 | -102 | -3.9% | -$1.51万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $37.18万 | 0.09% | 36,808 | 878 | 2.4% | $8,868 | 加仓 |
| KO | COCA COLA CO | $38.25万 | 0.10% | 5,029 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $39.46万 | 0.10% | 45,782 | 748 | 1.7% | $6,448 | 加仓 |
| — | CAMBRIA ETF TR | $39.99万 | 0.10% | 34,150 | 194 | 0.6% | $2,272 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $42.00万 | 0.11% | 25,298 | 416 | 1.7% | $6,906 | 加仓 |
| PFF | ISHARES TR | $42.08万 | 0.11% | 13,879 | -15,899 | -53.4% | -$48.21万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $42.67万 | 0.11% | 76,887 | 82 | 0.1% | $455 | 加仓 |
| VGT | VANGUARD WORLD FD | $43.61万 | 0.11% | 625 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $44.12万 | 0.11% | 1,500 | -25 | -1.6% | -$7,354 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $45.22万 | 0.12% | 20,659 | 352 | 1.7% | $7,705 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $45.88万 | 0.12% | 8,411 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $45.90万 | 0.12% | 10,785 | 49 | 0.5% | $2,085 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $46.30万 | 0.12% | 27,046 | 323 | 1.2% | $5,530 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.87万 | 0.12% | 554 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $49.19万 | 0.13% | 21,603 | -360 | -1.6% | -$8,197 | 减仓 |
| IJK | ISHARES TR | $49.33万 | 0.13% | 4,903 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $50.50万 | 0.13% | 6,343 | 508 | 8.7% | $4.04万 | 加仓 |
| — | ENERGY TRANSFER L P | $51.30万 | 0.13% | 44,340 | 44,340 | — | $51.30万 | 新建仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $51.54万 | 0.13% | 46,642 | -88,135 | -65.4% | -$97.39万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $51.59万 | 0.13% | 42,814 | 1,459 | 3.5% | $1.76万 | 加仓 |
| TIP | ISHARES TR | $52.46万 | 0.13% | 4,754 | -41,656 | -89.8% | -$459.69万 | 减仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $52.61万 | 0.13% | 32,695 | 330 | 1.0% | $5,310 | 加仓 |
| VTI | VANGUARD INDEX FDS | $52.72万 | 0.13% | 1,643 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $53.39万 | 0.14% | 3,629 | 288 | 8.6% | $4.24万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $53.84万 | 0.14% | 20,805 | 187 | 0.9% | $4,840 | 加仓 |
| DVY | ISHARES TR | $53.86万 | 0.14% | 3,557 | 20 | 0.6% | $3,029 | 加仓 |
| OMC | OMNICOM GROUP INC | $54.98万 | 0.14% | 7,301 | 877 | 13.7% | $6.60万 | 加仓 |
| IGE | ISHARES TR | $55.64万 | 0.14% | 8,840 | 35 | 0.4% | $2,203 | 加仓 |
| EMNT | PIMCO ETF TR | $56.33万 | 0.14% | 5,694 | -101 | -1.7% | -$9,991 | 减仓 |
| UL | UNILEVER PLC | $57.14万 | 0.15% | 10,029 | 1,313 | 15.1% | $7.48万 | 加仓 |
| BCI | ABRDN ETFS | $58.54万 | 0.15% | 24,100 | 24,100 | — | $58.54万 | 新建仓 |
| ADBE | ADOBE INC | $59.34万 | 0.15% | 2,441 | -296 | -10.8% | -$7.20万 | 减仓 |
| BAC | BANK AMERICA CORP | $60.10万 | 0.15% | 12,329 | 1,100 | 9.8% | $5.36万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $61.08万 | 0.16% | 12,988 | 62 | 0.5% | $2,916 | 加仓 |
| ANGL | VANECK ETF TRUST | $64.61万 | 0.17% | 22,495 | -406 | -1.8% | -$1.17万 | 减仓 |
| SNY | SANOFI SA | $65.60万 | 0.17% | 13,616 | 1,230 | 9.9% | $5.93万 | 加仓 |
| XT | ISHARES TR | $66.32万 | 0.17% | 9,731 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $66.77万 | 0.17% | 2,435 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $67.29万 | 0.17% | 5,672 | 511 | 9.9% | $6.06万 | 加仓 |
| RTX | RTX CORPORATION | $67.34万 | 0.17% | 3,491 | 234 | 7.2% | $4.51万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $68.29万 | 0.17% | 22,258 | -4,221 | -15.9% | -$12.95万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $68.63万 | 0.18% | 163 | -5 | -3.0% | -$2.11万 | 减仓 |
| SHY | ISHARES TR | $69.15万 | 0.18% | 8,375 | 45 | 0.5% | $3,716 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $69.57万 | 0.18% | 1,151 | 76 | 7.1% | $4.59万 | 加仓 |