Mezzasalma Advisors, LLC
TINTON FALLS NJ · SEC CIK 0001864916
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,938.08万 | 5.90% | 82,214 | -3,215 | -3.8% | -$114.89万 | 减仓 |
| TSLA | TESLA INC | $2,798.08万 | 5.61% | 66,526 | -738 | -1.1% | -$31.04万 | 减仓 |
| AAPL | APPLE INC | $2,711.81万 | 5.44% | 93,718 | -1,713 | -1.8% | -$49.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,493.61万 | 5.00% | 124,625 | -10,119 | -7.5% | -$202.47万 | 减仓 |
| BE | BLOOM ENERGY CORP | $2,454.32万 | 4.93% | 81,081 | 661 | 0.8% | $20.01万 | 加仓 |
| META | META PLATFORMS INC | $2,052.90万 | 4.12% | 36,445 | -225 | -0.6% | -$12.67万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,863.35万 | 3.74% | 109,686 | 276 | 0.3% | $4.69万 | 加仓 |
| AMZN | AMAZON COM INC | $1,607.65万 | 3.23% | 67,452 | -499 | -0.7% | -$11.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,464.94万 | 2.94% | 29,276 | -193 | -0.7% | -$9.66万 | 减仓 |
| V | VISA INC | $1,306.91万 | 2.62% | 38,092 | 951 | 2.6% | $32.63万 | 加仓 |
| EME | EMCOR GROUP INC | $1,109.06万 | 2.23% | 13,364 | 400 | 3.1% | $33.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,041.52万 | 2.09% | 9,023 | 1,934 | 27.3% | $223.24万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $921.59万 | 1.85% | 27,525 | 373 | 1.4% | $12.49万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $893.25万 | 1.79% | 14,481 | 349 | 2.5% | $21.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $889.63万 | 1.79% | 23,850 | 456 | 1.9% | $17.01万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $778.79万 | 1.56% | 24,526 | -2,447 | -9.1% | -$77.70万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $701.57万 | 1.41% | 12,077 | 12,077 | — | $701.57万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $696.04万 | 1.40% | 52,454 | 9,124 | 21.1% | $121.07万 | 加仓 |
| SMH | VANECK ETF TRUST | $675.45万 | 1.36% | 22,086 | 6,273 | 39.7% | $191.84万 | 加仓 |
| NFLX | NETFLIX INC. | $617.54万 | 1.24% | 86,490 | 3,262 | 3.9% | $23.29万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $608.82万 | 1.22% | 28,614 | 28,614 | — | $608.82万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $593.52万 | 1.19% | 12,428 | 859 | 7.4% | $41.02万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $584.14万 | 1.17% | 233,377 | 233,377 | — | $584.14万 | 新建仓 |
| IWY | ISHARES TR | $581.74万 | 1.17% | 32,471 | 1,955 | 6.4% | $35.03万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $571.76万 | 1.15% | 5,925 | 5,925 | — | $571.76万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $559.88万 | 1.12% | 5,985 | 134 | 2.3% | $12.54万 | 加仓 |
| — | EXXON MOBIL CORP | $548.68万 | 1.10% | 40,132 | 2,467 | 6.5% | $33.73万 | 加仓 |
| PFXF | VANECK ETF TRUST | $540.94万 | 1.09% | 303,219 | 289,134 | 2,052.8% | $515.82万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $501.95万 | 1.01% | 70,532 | -48,298 | -40.6% | -$343.72万 | 减仓 |
| IVV | ISHARES TR | $479.36万 | 0.96% | 6,401 | 285 | 4.7% | $21.34万 | 加仓 |
| FIX | COMFORT SYS USA INC | $440.59万 | 0.88% | 2,223 | 245 | 12.4% | $48.56万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $428.40万 | 0.86% | 41,761 | 1,111 | 2.7% | $11.40万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $424.39万 | 0.85% | 3,186 | 151 | 5.0% | $20.11万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $422.65万 | 0.85% | 15,720 | 2,079 | 15.2% | $55.90万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $418.22万 | 0.84% | 145,668 | 1,569 | 1.1% | $4.50万 | 加仓 |
| CLS | CELESTICA INC | $412.33万 | 0.83% | 11,303 | 1,192 | 11.8% | $43.48万 | 加仓 |
| SNDK | SANDISK CORP | $388.81万 | 0.78% | 1,710 | 1,710 | — | $388.81万 | 新建仓 |
| COKE | COCA COLA CONS INC | $385.56万 | 0.77% | 20,195 | 5,280 | 35.4% | $100.81万 | 加仓 |
| OEF | ISHARES TR | $379.53万 | 0.76% | 22,779 | 1,894 | 9.1% | $31.56万 | 加仓 |
| TRGP | TARGA RES CORP | $379.30万 | 0.76% | 14,145 | -1,578 | -10.0% | -$42.31万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $374.42万 | 0.75% | 5,452 | 240 | 4.6% | $16.48万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $312.91万 | 0.63% | 18,314 | 18,314 | — | $312.91万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $272.87万 | 0.55% | 27,243 | -1,398 | -4.9% | -$14.00万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $244.08万 | 0.49% | 86,912 | 3,157 | 3.8% | $8.87万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $239.55万 | 0.48% | 3,139 | 1 | 0.0% | $763 | 加仓 |
| SPYM | SPDR SERIES TRUST | $236.22万 | 0.47% | 26,880 | 26,880 | — | $236.22万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $229.86万 | 0.46% | 3,121 | -121 | -3.7% | -$8.91万 | 减仓 |
| LLY | ELI LILLY & CO | $225.85万 | 0.45% | 1,883 | 1 | 0.1% | $1,199 | 加仓 |
| ECHO | ECHOSTAR CORP | $222.83万 | 0.45% | 21,954 | 2,260 | 11.5% | $22.94万 | 加仓 |
| ESLT | ELBIT SYS LTD | $218.21万 | 0.44% | 2,876 | 738 | 34.5% | $55.99万 | 加仓 |
| SLV | ISHARES SILVER TR | $215.07万 | 0.43% | 40,223 | -69 | -0.2% | -$3,689 | 减仓 |
| PFFA | ETFIS SER TR I | $184.91万 | 0.37% | 89,891 | 69,023 | 330.8% | $141.98万 | 重新持有 |
| VRP | INVESCO EXCH TRADED FD TR II | $159.37万 | 0.32% | 65,558 | 65,558 | — | $159.37万 | 新建仓 |
| VOLT | TEMA ETF TRUST | $156.02万 | 0.31% | 37,245 | 37,245 | — | $156.02万 | 新建仓 |
| POWR | ISHARES INC | $156.00万 | 0.31% | 55,795 | 55,795 | — | $156.00万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $155.88万 | 0.31% | 2,500 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $153.14万 | 0.31% | 25,992 | 25,992 | — | $153.14万 | 新建仓 |
| KLAC | KLA CORP | $152.06万 | 0.31% | 5,040 | -560 | -10.0% | -$16.90万 | 减仓 |
| AMAT | APPLIED MATLS INC | $149.23万 | 0.30% | 2,064 | 4 | 0.2% | $2,892 | 加仓 |
| GOOG | ALPHABET INC | $124.51万 | 0.25% | 3,524 | 6 | 0.2% | $2,120 | 加仓 |
| EXEL | EXELIXIS INC | $120.22万 | 0.24% | 22,095 | -1,608 | -6.8% | -$8.75万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $112.62万 | 0.23% | 7,098 | -687 | -8.8% | -$10.90万 | 减仓 |
| NVS | NOVARTIS AG | $109.16万 | 0.22% | 6,965 | 307 | 4.6% | $4.81万 | 加仓 |
| IWD | ISHARES TR | $107.47万 | 0.22% | 4,433 | 100 | 2.3% | $2.42万 | 加仓 |
| AMLP | ALPS ETF TR | $107.34万 | 0.22% | 20,701 | -5,715 | -21.6% | -$29.63万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $106.59万 | 0.21% | 13,487 | -714 | -5.0% | -$5.64万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $105.46万 | 0.21% | 4,340 | 92 | 2.2% | $2.24万 | 加仓 |
| GDX | VANECK ETF TRUST | $103.22万 | 0.21% | 13,680 | -150 | -1.1% | -$1.13万 | 减仓 |
| EFA | ISHARES TR | $100.54万 | 0.20% | 9,678 | 99 | 1.0% | $1.03万 | 加仓 |
| GLD | SPDR GOLD TR | $100.31万 | 0.20% | 2,723 | 61 | 2.3% | $2.25万 | 加仓 |
| EBAY | EBAY INC. | $98.52万 | 0.20% | 8,816 | 305 | 3.6% | $3.41万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $98.22万 | 0.20% | 12,102 | -159 | -1.3% | -$1.29万 | 减仓 |
| ADI | ANALOG DEVICES INC | $97.03万 | 0.19% | 2,443 | -100 | -3.9% | -$3.97万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.34万 | 0.19% | 1,290 | -657 | -33.7% | -$49.07万 | 减仓 |
| — | BANCROFT FD LTD | $95.44万 | 0.19% | 36,723 | -3,162 | -7.9% | -$8.22万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $95.43万 | 0.19% | 2,694 | 135 | 5.3% | $4.78万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $94.08万 | 0.19% | 10,196 | -78,371 | -88.5% | -$723.12万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $90.33万 | 0.18% | 4,711 | 4,711 | — | $90.33万 | 新建仓 |
| MINT | PIMCO ETF TR | $88.65万 | 0.18% | 8,794 | -18 | -0.2% | -$1,815 | 减仓 |
| INFL | LISTED FDS TR | $87.31万 | 0.18% | 17,504 | -679 | -3.7% | -$3.39万 | 减仓 |
| KRE | SPDR SERIES TRUST | $87.29万 | 0.18% | 11,663 | 11,663 | — | $87.29万 | 新建仓 |
| HEI | HEICO CORP NEW | $86.73万 | 0.17% | 2,435 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $82.64万 | 0.17% | 5,715 | 43 | 0.8% | $6,218 | 加仓 |
| XT | ISHARES TR | $80.41万 | 0.16% | 9,731 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $77.32万 | 0.16% | 1,960 | 1,960 | — | $77.32万 | 新建仓 |
| IEO | ISHARES TR | $75.83万 | 0.15% | 6,904 | -54 | -0.8% | -$5,931 | 减仓 |
| BAC | BANK OF AMER CORP | $72.77万 | 0.15% | 12,772 | 443 | 3.6% | $2.52万 | 加仓 |
| SHY | ISHARES TR | $70.00万 | 0.14% | 8,525 | 150 | 1.8% | $1.23万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $69.90万 | 0.14% | 22,045 | -213 | -1.0% | -$6,754 | 减仓 |
| CIEN | CIENA CORP | $69.66万 | 0.14% | 1,420 | 1,420 | — | $69.66万 | 新建仓 |
| RTX | RTX CORPORATION | $68.95万 | 0.14% | 3,634 | 143 | 4.1% | $2.71万 | 加仓 |
| UL | UNILEVER PLC | $66.91万 | 0.13% | 11,129 | 1,100 | 11.0% | $6.61万 | 加仓 |
| ANGL | VANECK ETF TRUST | $66.11万 | 0.13% | 22,611 | 116 | 0.5% | $3,392 | 加仓 |
| VGT | VANGUARD WORLD FD | $64.91万 | 0.13% | 5,431 | 431 | 8.6% | $5.15万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $63.07万 | 0.13% | 1,238 | 87 | 7.6% | $4.43万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $62.91万 | 0.13% | 13,057 | 69 | 0.5% | $3,324 | 加仓 |
| VTI | VANGUARD INDEX FDS | $60.81万 | 0.12% | 1,643 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $58.41万 | 0.12% | 21,172 | 367 | 1.8% | $1.01万 | 加仓 |
| EMNT | PIMCO ETF TR | $58.39万 | 0.12% | 5,902 | 208 | 3.7% | $2.06万 | 加仓 |
| ORCL | ORACLE CORP | $57.68万 | 0.12% | 3,936 | 307 | 8.5% | $4.50万 | 加仓 |