Mosley Wealth Management
ANAHEIM CA · SEC CIK 0002011849
$3.14亿2026Q2 申报市值
781持仓数
39.6%前十大占比 · 第一大 6.5%
365 / 50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
PEAKSHARES SECTO 加仓+$1,913.56万
FNDF 加仓+$1,670.75万
MGC 加仓+$1,315.67万
USFR 加仓+$1,185.94万
VUG 加仓+$1,130.88万
2026Q2 卖出最多 按季末市值估算
XLSR 减仓-$1,205.19万
JEPI 减仓-$1,083.82万
IUSB 减仓-$731.40万
EFV 减仓-$657.26万
IEMG 减仓-$557.21万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PEAKSHARES SECTOR ROTATION ETF | $2,029.22万 | 6.46% | 665,829 | 627,879 | 1,654.5% | $1,913.56万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1,761.76万 | 5.61% | 333,920 | 316,670 | 1,835.8% | $1,670.75万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $1,384.79万 | 4.41% | 50,608 | 48,082 | 1,903.5% | $1,315.67万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1,251.96万 | 3.98% | 248,652 | 235,540 | 1,796.4% | $1,185.94万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1,188.46万 | 3.78% | 137,968 | 131,284 | 1,964.2% | $1,130.88万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $1,111.07万 | 3.54% | 37,158 | 35,358 | 1,964.3% | $1,057.25万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $1,062.14万 | 3.38% | 80,709 | 77,187 | 2,191.6% | $1,015.79万 | 加仓 |
| AAPL | APPLE INC COM | $1,021.42万 | 3.25% | 35,299 | 4,581 | 14.9% | $132.56万 | 加仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $858.18万 | 2.73% | 87,063 | 80,257 | 1,179.2% | $791.10万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $785.58万 | 2.50% | 10,490 | -6,615 | -38.7% | -$495.39万 | 减仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $706.13万 | 2.25% | 31,315 | 28,109 | 876.8% | $633.84万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $704.22万 | 2.24% | 28,982 | 27,331 | 1,655.4% | $664.11万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $622.55万 | 1.98% | 201,798 | 191,211 | 1,806.1% | $589.88万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $618.21万 | 1.97% | 90,368 | 85,285 | 1,677.8% | $583.44万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $614.65万 | 1.96% | 56,169 | 53,242 | 1,819.0% | $582.62万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $613.32万 | 1.95% | 78,721 | 74,581 | 1,801.5% | $581.06万 | 加仓 |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | $597.13万 | 1.90% | 245,633 | 236,245 | 2,516.5% | $574.31万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $592.24万 | 1.88% | 16,434 | 15,653 | 2,004.2% | $564.10万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $562.53万 | 1.79% | 23,205 | 22,074 | 1,951.7% | $535.11万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $549.86万 | 1.75% | 23,238 | 22,170 | 2,075.8% | $524.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $388.98万 | 1.24% | 19,440 | -1,333 | -6.4% | -$26.67万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $385.61万 | 1.23% | 28,039 | -32,079 | -53.4% | -$441.18万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $352.71万 | 1.12% | 46,711 | 9,809 | 26.6% | $74.07万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $338.30万 | 1.08% | 31,376 | 30,065 | 2,293.3% | $324.16万 | 加仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $310.55万 | 0.99% | 15,062 | 12,968 | 619.3% | $267.38万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $263.32万 | 0.84% | 7,059 | 1,046 | 17.4% | $39.02万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $259.87万 | 0.83% | 46,010 | -191,892 | -80.7% | -$1,083.82万 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $245.27万 | 0.78% | 40,682 | 38,369 | 1,658.8% | $231.33万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $235.55万 | 0.75% | 51,039 | -158,482 | -75.6% | -$731.40万 | 减仓 |
| SBAR | SIMPLIFY BARRIER INCOME ETF | $214.91万 | 0.68% | 83,950 | 70,426 | 520.7% | $180.29万 | 加仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $209.27万 | 0.67% | 42,466 | 40,709 | 2,317.0% | $200.61万 | 加仓 |
| AMZN | AMAZON COM INC COM | $184.95万 | 0.59% | 7,760 | 1,848 | 31.3% | $44.05万 | 加仓 |
| ONEZ | TRUESHARES SEASONALITY LADDERED BUFFERED ETF | $181.45万 | 0.58% | 65,768 | 62,043 | 1,665.6% | $171.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $175.09万 | 0.56% | 5,349 | -2,815 | -34.5% | -$92.14万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $171.47万 | 0.55% | 4,798 | -2,119 | -30.6% | -$75.73万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $166.47万 | 0.53% | 31,052 | 29,062 | 1,460.4% | $155.80万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $160.13万 | 0.51% | 1,387 | 1,227 | 766.9% | $141.66万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $156.66万 | 0.50% | 4,234 | -9,896 | -70.0% | -$366.15万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $146.08万 | 0.46% | 19,083 | -85,861 | -81.8% | -$657.26万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $140.70万 | 0.45% | 2,422 | 1,733 | 251.5% | $100.67万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $134.47万 | 0.43% | 16,232 | -67,263 | -80.6% | -$557.21万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $131.40万 | 0.42% | 3,719 | 75 | 2.1% | $2.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $130.78万 | 0.42% | 8,919 | 3,066 | 52.4% | $44.96万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $127.07万 | 0.40% | 5,003 | 3,371 | 206.6% | $85.62万 | 加仓 |
| META | META PLATFORMS INC CL A | $124.94万 | 0.40% | 2,218 | 453 | 25.7% | $25.52万 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $121.65万 | 0.39% | 21,523 | 20,315 | 1,681.7% | $114.82万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $121.07万 | 0.39% | 24,027 | 20,979 | 688.3% | $105.71万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $116.96万 | 0.37% | 8,554 | 8,554 | — | $116.96万 | 新建仓 |
| AVGO | BROADCOM INC COM | $116.28万 | 0.37% | 3,078 | 1,615 | 110.4% | $61.01万 | 加仓 |
| — | ALPS EMERGING SECTOR DIVIDEND DOGS ETF | $112.48万 | 0.36% | 47,374 | 44,585 | 1,598.6% | $105.86万 | 加仓 |
| — | INVESCO BLOOMBERG PRICING POWER ETF | $111.43万 | 0.35% | 12,543 | 11,840 | 1,684.2% | $105.19万 | 加仓 |
| BUCK | SIMPLIFY TREASURY OPTION INCOME ETF | $110.85万 | 0.35% | 47,333 | 30,913 | 188.3% | $72.40万 | 加仓 |
| CDX | SIMPLIFY HIGH YIELD ETF | $109.12万 | 0.35% | 51,665 | 51,665 | — | $109.12万 | 新建仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $108.20万 | 0.34% | 8,697 | -32,095 | -78.7% | -$399.30万 | 减仓 |
| MTBA | SIMPLIFY MBS ETF | $107.04万 | 0.34% | 21,813 | 18,237 | 510.0% | $89.49万 | 加仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $98.68万 | 0.31% | 8,804 | 8,804 | — | $98.68万 | 新建仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $96.50万 | 0.31% | 43,467 | 38,163 | 719.5% | $84.72万 | 加仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $93.82万 | 0.30% | 9,123 | 9,123 | — | $93.82万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP COM | $92.92万 | 0.30% | 950 | -160 | -14.4% | -$15.65万 | 减仓 |
| XLSR | STATE STREET US SECTOR ROTATION ETF | $91.38万 | 0.29% | 14,088 | -185,813 | -93.0% | -$1,205.19万 | 减仓 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $91.04万 | 0.29% | 9,140 | 9,140 | — | $91.04万 | 新建仓 |
| MBB | ISHARES MBS ETF | $91.04万 | 0.29% | 9,632 | -24,812 | -72.0% | -$234.51万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $88.93万 | 0.28% | 1,230 | 1,124 | 1,060.4% | $81.27万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $87.68万 | 0.28% | 17,339 | -28,510 | -62.2% | -$144.17万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $86.11万 | 0.27% | 1,254 | 316 | 33.7% | $21.70万 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $84.46万 | 0.27% | 14,457 | 14,457 | — | $84.46万 | 新建仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $83.24万 | 0.26% | 3,300 | -14,099 | -81.0% | -$355.65万 | 减仓 |
| CSCO | CISCO SYS INC COM | $82.10万 | 0.26% | 6,990 | 6,508 | 1,350.2% | $76.44万 | 加仓 |
| — | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | $79.90万 | 0.25% | 21,720 | 19,716 | 983.8% | $72.53万 | 加仓 |
| BILZ | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $79.48万 | 0.25% | 7,875 | 7,434 | 1,685.7% | $75.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $78.96万 | 0.25% | 1,578 | 1,096 | 227.4% | $54.84万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $76.86万 | 0.24% | 5,183 | -1,461 | -22.0% | -$21.67万 | 减仓 |
| — | ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF | $75.00万 | 0.24% | 25,713 | 23,608 | 1,121.5% | $68.86万 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $74.67万 | 0.24% | 9,665 | 9,665 | — | $74.67万 | 新建仓 |
| — | SIMPLIFY VOLATILITY PREMIUM ETF | $74.06万 | 0.24% | 46,173 | 35,848 | 347.2% | $57.50万 | 加仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $74.02万 | 0.24% | 7,804 | 7,804 | — | $74.02万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $71.88万 | 0.23% | 9,990 | -6,603 | -39.8% | -$47.51万 | 减仓 |
| WMT | WALMART INC COM | $71.49万 | 0.23% | 6,312 | 1,264 | 25.0% | $14.32万 | 加仓 |
| MAYW | ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | $70.98万 | 0.23% | 20,415 | 20,415 | — | $70.98万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $66.74万 | 0.21% | 5,720 | 474 | 9.0% | $5.53万 | 加仓 |
| FOXY | SIMPLIFY CURRENCY STRATEGY ETF | $66.32万 | 0.21% | 22,263 | 22,263 | — | $66.32万 | 新建仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $64.31万 | 0.20% | 1,876 | -8,347 | -81.6% | -$286.13万 | 减仓 |
| — | SIMPLIFY KAYNE ANDERSON ENERGY AND INFRASTRUCTURE CREDIT ETF | $63.01万 | 0.20% | 24,513 | 24,513 | — | $63.01万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $61.75万 | 0.20% | 1,202 | 328 | 37.5% | $16.85万 | 加仓 |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $59.71万 | 0.19% | 15,438 | 15,152 | 5,297.9% | $58.60万 | 加仓 |
| MCD | MCDONALDS CORP COM | $59.52万 | 0.19% | 2,202 | 2,158 | 4,904.5% | $58.33万 | 加仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $59.03万 | 0.19% | 16,595 | 14,472 | 681.7% | $51.48万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $57.10万 | 0.18% | 2,602 | -23,327 | -90.0% | -$511.94万 | 减仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $55.99万 | 0.18% | 9,569 | 9,569 | — | $55.99万 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $53.71万 | 0.17% | 7,224 | -12,701 | -63.7% | -$94.42万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $53.69万 | 0.17% | 7,894 | -65,009 | -89.2% | -$442.14万 | 减仓 |
| MMM | 3M CO COM | $52.87万 | 0.17% | 3,266 | 1,465 | 81.3% | $23.72万 | 加仓 |
| ORCL | ORACLE CORP COM | $52.77万 | 0.17% | 3,601 | -4,444 | -55.2% | -$65.12万 | 减仓 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $51.31万 | 0.16% | 12,527 | 12,527 | — | $51.31万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $50.16万 | 0.16% | 3,584 | -15,123 | -80.8% | -$211.64万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $49.75万 | 0.16% | 2,191 | -19,063 | -89.7% | -$432.85万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $49.03万 | 0.16% | 1,252 | 1,252 | — | $49.03万 | 新建仓 |
| ABBV | ABBVIE INC COM | $48.92万 | 0.16% | 1,944 | -419 | -17.7% | -$10.54万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $48.68万 | 0.15% | 15,225 | -16,267 | -51.7% | -$52.01万 | 减仓 |
| AMGN | AMGEN INC COM | $48.07万 | 0.15% | 1,327 | 34 | 2.6% | $1.23万 | 加仓 |