MOSAIC FINANCIAL GROUP, LLC
CHICAGO IL · SEC CIK 0002011050
$1.56亿2026Q2 申报市值
134持仓数
44.0%前十大占比 · 第一大 11.4%
13 / 7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
XOM 新建仓+$81.60万
T 加仓+$49.34万
AVDE 新建仓+$48.10万
AMD 新建仓+$30.00万
ANET 新建仓+$29.00万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$103.00万
BRK/B 减仓-$37.00万
ORCL 清仓-$32.40万
GOOGL 减仓-$28.66万
VBIL 清仓-$24.60万
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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $30.00万 | 0.19% | 1,661 | -73 | -4.2% | -$1.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.00万 | 0.19% | 516 | 516 | — | $30.00万 | 新建仓 |
| USMV | ISHARES TR | $29.90万 | 0.19% | 3,100 | -273 | -8.1% | -$2.63万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $29.00万 | 0.19% | 1,708 | 1,708 | — | $29.00万 | 新建仓 |
| AMGN | AMGEN INC | $28.40万 | 0.18% | 785 | 4 | 0.5% | $1,447 | 加仓 |
| SCZ | ISHARES TR | $28.20万 | 0.18% | 3,422 | 325 | 10.5% | $2.68万 | 加仓 |
| EQIX | EQUINIX INC | $27.60万 | 0.18% | 265 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $27.50万 | 0.18% | 5,950 | -800 | -11.9% | -$3.70万 | 减仓 |
| MDT | MEDTRONIC PLC | $27.10万 | 0.17% | 3,469 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.00万 | 0.17% | 540 | -740 | -57.8% | -$37.00万 | 减仓 |
| PL | PLANET LABS PBC | $25.80万 | 0.17% | 7,776 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $25.50万 | 0.16% | 1,885 | -51 | -2.6% | -$6,899 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $25.40万 | 0.16% | 5,004 | 0 | 0.0% | — | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $25.30万 | 0.16% | 713 | 0 | 0.0% | — | 不变 |
| BGGG | Baillie Gifford | $25.30万 | 0.16% | 7,183 | 7,183 | — | $25.30万 | 新建仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $25.00万 | 0.16% | 5,313 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.80万 | 0.16% | 3,475 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $24.60万 | 0.16% | 4,735 | 88 | 1.9% | $4,572 | 加仓 |
| CB | CHUBB LIMITED | $24.40万 | 0.16% | 716 | 1 | 0.1% | $341 | 加仓 |
| DE | DEERE & CO | $23.90万 | 0.15% | 377 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $23.80万 | 0.15% | 2,613 | 2,613 | — | $23.80万 | 新建仓 |
| ABNB | AIRBNB INC | $23.00万 | 0.15% | 1,605 | -5 | -0.3% | -$717 | 减仓 |
| GLD | SPDR GOLD TR | $22.80万 | 0.15% | 618 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $22.80万 | 0.15% | 625 | 625 | — | $22.80万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $22.60万 | 0.14% | 747 | 747 | — | $22.60万 | 新建仓 |
| PMBS | PIMCO ETF TR | $22.50万 | 0.14% | 4,560 | 53 | 1.2% | $2,615 | 加仓 |
| VST | VISTRA CORP | $22.10万 | 0.14% | 1,394 | 1,394 | — | $22.10万 | 新建仓 |
| GE | GENERAL ELECTRIC CO | $21.60万 | 0.14% | 579 | 579 | — | $21.60万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.30万 | 0.14% | 2,422 | -131 | -5.1% | -$1.15万 | 减仓 |
| EMR | EMERSON ELEC CO | $21.10万 | 0.13% | 1,476 | 1,476 | — | $21.10万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $20.40万 | 0.13% | 2,250 | -131 | -5.5% | -$1.19万 | 重新持有 |
| IVLU | ISHARES TR | $20.00万 | 0.13% | 4,787 | 4,787 | — | $20.00万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $17.20万 | 0.11% | 15,433 | 15,433 | — | $17.20万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $14.50万 | 0.09% | 13,403 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -6,071 | -100.0% | -$103.00万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2,204 | -100.0% | -$32.40万 | 清仓 |
| VBIL | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,255 | -100.0% | -$24.60万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -389 | -100.0% | -$22.20万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,310 | -100.0% | -$22.20万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -972 | -100.0% | -$22.00万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,480 | -100.0% | -$20.60万 | 清仓 |