13F 机构持仓

Mezzasalma Advisors, LLC

TINTON FALLS NJ · SEC CIK 0001864916

2026Q22026Q1 更早 9 个季度 🔒
$4.98亿2026Q2 申报市值
171持仓数
43.5%前十大占比 · 第一大 5.9%
19 / 9新建仓 / 清仓
申报市值走势$4.98亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 5.9%
TSLA 5.6%
AAPL 5.4%
NVDA 5.0%
BE 4.9%
META 4.1%
ANET 3.7%
AMZN 3.2%
BRK/B 2.9%
V 2.6%

2026Q2 买入最多 按季末市值估算

AMD 新建仓+$701.57万
RSP 新建仓+$608.82万
SJNK 新建仓+$584.14万
STX 新建仓+$571.76万
PFXF 加仓+$515.82万

2026Q2 卖出最多 按季末市值估算

SCHW 减仓-$723.12万
ALL 重新持有-$543.43万
VUG 减仓-$343.72万
AS 清仓-$240.40万
PLTR 减仓-$219.04万

2026Q2 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
IJK ISHARES TR $57.61万0.12%4,903 00.0% — 不变
— ABRDN GLOBAL PREMIER PPTYS F $56.80万0.11%47,973 1,3312.9% $1.58万 加仓
GS GOLDMAN SACHS GROUP INC $56.13万0.11%555 10.2% $1,011 加仓
— LAZARD GLOBAL TOTAL RETURN & $55.53万0.11%30,048 -2,647-8.1% -$4.89万 减仓
OMC OMNICOM GROUP INC $55.42万0.11%7,610 3094.2% $2.25万 加仓
CSQ CALAMOS STRATEGIC TOTAL RETU $55.10万0.11%26,800 -246-0.9% -$5,058 减仓
WFC WELLS FARGO & CO $55.07万0.11%6,664 3215.1% $2.65万 加仓
REMX VANECK ETF TRUST $54.50万0.11%6,159 6,159— $54.50万 新建仓
BCI ABRDN ETFS $53.84万0.11%24,100 00.0% — 不变
SNY SANOFI SA $53.69万0.11%12,586 -1,030-7.6% -$4.39万 减仓
ADX ADAMS DIVERSIFIED EQUITY FD $53.65万0.11%20,999 3401.6% $8,687 加仓
XLG INVESCO EXCHANGE TRADED FD T $51.50万0.10%8,411 00.0% — 不变
TIP ISHARES TR $50.41万0.10%4,607 -147-3.1% -$1.61万 减仓
SMCI SUPER MICRO COMPUTER INC $50.06万0.10%17,067 -4,536-21.0% -$13.30万 减仓
IGE ISHARES TR $49.92万0.10%8,885 450.5% $2,528 加仓
RQI COHEN & STEERS QUALITY INCOM $49.60万0.10%40,295 -2,519-5.9% -$3.10万 减仓
JPM JPMORGAN CHASE & CO $49.56万0.10%1,514 140.9% $4,583 加仓
RVT ROYCE SMALL CAP TRUST INC $47.46万0.10%25,694 3961.6% $7,314 加仓
— ENERGY TRANSFER L P $46.57万0.09%40,640 -3,700-8.3% -$4.24万 减仓
PLTR PALANTIR TECHNOLOGIES INC $46.19万0.09%3,959 -18,774-82.6% -$219.04万 减仓
IDV ISHARES TR $45.77万0.09%11,048 2632.4% $1.09万 加仓
DVY ISHARES TR $45.05万0.09%2,882 -675-19.0% -$10.55万 减仓
PM PHILIP MORRIS INTL INC $44.83万0.09%2,478 40019.2% $7.24万 加仓
BDJ BLACKROCK ENHANCED EQUITY DI $44.54万0.09%46,537 7551.6% $7,225 加仓
IJJ ISHARES TR $40.29万0.08%2,727 00.0% — 不变
IWO ISHARES TR $39.71万0.08%1,008 00.0% — 不变
GLW CORNING INC $39.65万0.08%1,552 -127-7.6% -$3.24万 减仓
VYM VANGUARD WHITEHALL FDS $38.76万0.08%2,453 -51-2.0% -$8,058 减仓
KO COCA COLA CO $38.48万0.08%4,735 -294-5.8% -$2.39万 减仓
CSCO CISCO SYS INC $37.85万0.08%3,223 170.5% $1,997 加仓
PFF ISHARES TR $37.18万0.07%12,195 -1,684-12.1% -$5.13万 减仓
STPZ PIMCO ETF TR $36.92万0.07%6,921 78112.7% $4.17万 加仓
BTZ BLACKROCK CR ALLOCATION $36.63万0.07%35,842 -966-2.6% -$9,872 减仓
— CAMBRIA ETF TR $36.44万0.07%34,281 1310.4% $1,393 加仓
IYZ ISHARES TR $36.20万0.07%8,557 190.2% $804 加仓
LQD ISHARES TR $35.48万0.07%3,253 -133-3.9% -$1.45万 减仓
VUSB VANGUARD BD INDEX FDS $34.11万0.07%6,852 6,852— $34.11万 新建仓
HD HOME DEPOT INC $33.61万0.07%953 60.6% $2,116 加仓
HTD HANCOCK JOHN TAX-ADVANTAGED $33.10万0.07%12,987 2371.9% $6,041 加仓
ADBE ADOBE INC $32.56万0.07%1,588 -853-34.9% -$17.49万 减仓
XLB SELECT SECTOR SPDR TR $32.34万0.06%6,363 170.3% $864 加仓
— HANCOCK JOHN PREM DIVID FD $32.13万0.06%24,812 4661.9% $6,035 加仓
SUB ISHARES TR $32.04万0.06%3,009 -387-11.4% -$4.12万 减仓
— WISDOMTREE TR $31.13万0.06%2,374 90.4% $1,180 加仓
PGR PROGRESSIVE CORP $28.79万0.06%1,318 20.2% $437 加仓
KIM KIMCO REALTY CORP $28.41万0.06%11,209 00.0% — 不变
KOMP SPDR SERIES TRUST $27.00万0.05%3,776 00.0% — 不变
PG PROCTER & GAMBLE CO $27.00万0.05%1,841 -189-9.3% -$2.77万 减仓
FAX ABRDN ASIA PACIFIC INCOME FU $26.76万0.05%18,191 -120-0.7% -$1,765 减仓
JNJ JOHNSON & JOHNSON $26.66万0.05%1,050 -16-1.5% -$4,062 减仓
— WESTERN ASSET INFLT LNK INC $26.66万0.05%32,791 -1,375-4.0% -$1.12万 减仓
PPT PUTNAM PREMIER INCOME TR $26.46万0.05%75,816 1,4161.9% $4,942 加仓
FLOT ISHARES TR $26.26万0.05%5,144 00.0% — 不变
SETM SPROTT FDS TR $26.14万0.05%8,389 8,389— $26.14万 新建仓
ALL ALLSTATE CORP $25.67万0.05%1,079 -22,839-95.5% -$543.43万 重新持有
— WISDOMTREE TR $25.60万0.05%4,548 811.8% $4,560 加仓
MPC MARATHON PETE CORP $24.60万0.05%962 -98-9.2% -$2.51万 减仓
MO ALTRIA GROUP INC $24.29万0.05%3,376 -726-17.7% -$5.22万 重新持有
NANR SPDR INDEX SHS FDS $23.99万0.05%3,177 00.0% — 不变
BBN BLACKROCK TAX MUNICPAL BD TR $23.82万0.05%14,734 2011.4% $3,250 加仓
— NUSHARES ETF TR $23.28万0.05%7,200 00.0% — 重新持有
VPU VANGUARD WORLD FD $22.80万0.05%1,165 80.7% $1,566 加仓
TY TRI CONTL CORP $22.18万0.04%6,444 1953.1% $6,712 重新持有
PEP PEPSICO INC $20.06万0.04%1,482 -297-16.7% -$4.02万 减仓
WPP WPP PLC NEW $20.06万0.04%12,951 -207-1.6% -$3,206 减仓
XLY SELECT SECTOR SPDR TR $20.03万0.04%1,708 -148-8.0% -$1.74万 重新持有
PDI PIMCO DYNAMIC INCOME FD $19.61万0.04%11,742 2842.5% $4,743 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $18.68万0.04%15,910 -2,467-13.4% -$2.90万 减仓
— PUTNAM MASTER INTER INCOME T $18.04万0.04%55,840 1,1322.1% $3,656 加仓
— BLACKROCK ENERGY & RES TR $17.19万0.03%11,597 980.9% $1,452 加仓
MMT ABERDEEN MULTI-MARKET INCOME $4.69万0.01%10,657 10,657— $4.69万 新建仓
AS AMER SPORTS INC $00.00%0 -73,024-100.0% -$240.40万 清仓
KRMN KARMAN HLDGS INC $00.00%0 -23,028-100.0% -$184.34万 清仓
GPC GENUINE PARTS CO $00.00%0 -7,329-100.0% -$77.50万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -4,075-100.0% -$68.63万 清仓
USA LIBERTY ALL STAR EQUITY FD $00.00%0 -76,887-100.0% -$42.67万 清仓
WMT WALMART INC $00.00%0 -1,736-100.0% -$21.57万 清仓
SPGI S&P GLOBAL INC $00.00%0 -502-100.0% -$21.35万 清仓
KGC KINROSS GOLD CORP $00.00%0 -6,600-100.0% -$20.14万 清仓
WIW WESTERN AST INFL LKD OPP & I $00.00%0 -11,825-100.0% -$10.00万 清仓