13F 机构持仓

Mosley Wealth Management

ANAHEIM CA · SEC CIK 0002011849

2026Q22026Q1 更早 9 个季度 🔒
$2.21亿2026Q1 申报市值
466持仓数
38.1%前十大占比 · 第一大 6.2%
312 / 0新建仓 / 清仓
申报市值走势$3.14亿2026Q2
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

JEPI 6.2%
XLSR 5.4%
IVV 5.2%
IUSB 4.4%
AAPL 3.5%
IVW 3.3%
EFV 3.2%
IEMG 2.5%
QUAL 2.3%
EFG 2.1%

2026Q1 买入最多 按季末市值估算

VBK 新建仓+$18.78万
SIMPLIFY ENHANCE 新建仓+$18.54万
DKNG 新建仓+$17.95万
IJT 新建仓+$17.80万
JAAA 新建仓+$17.71万

2026Q1 卖出最多 按季末市值估算

AAPL 减仓-$28.14万
MSFT 减仓-$27.66万
NVDA 减仓-$27.41万
USFR 减仓-$20.32万
AMZN 减仓-$19.15万

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
— CANOPY GROWTH CORP COM NEW $60.00%4 4— $6 新建仓
DNP DNP SELECT INCOME FD INC COM $100.00%1 1— $10 新建仓
SFIX STITCH FIX INC COM CL A $440.00%10 10— $44 新建仓
MXL MAXLINEAR INC COM $480.00%3 3— $48 新建仓
GAP GAP INC COM $640.00%3 3— $64 新建仓
CTVA CORTEVA INC COM $680.00%1 1— $68 新建仓
VTS VITESSE ENERGY INC COMMON STOCK $710.00%3 3— $71 新建仓
— LIVE VENTURES INC COM NEW $920.00%5 5— $92 新建仓
MCHP MICROCHIP TECHNOLOGY INC. COM $1290.00%2 2— $129 新建仓
OGN ORGANON & CO COMMON STOCK $1300.00%12 12— $130 新建仓
— COLLABORATIVE INVESTMENT SERIES TRUST - ADAPTIVE CORE ETF $1370.00%6 6— $137 新建仓
VTRS VIATRIS INC COM $1450.00%15 15— $145 新建仓
— COLLABORATIVE INVESTMENT - MINDFUL CONSERVATIVE ETF $1550.00%7 7— $155 新建仓
— VILLAGE FARMS INTL INC COM $1570.00%50 50— $157 新建仓
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $1640.00%1 1— $164 新建仓
BLV VANGUARD LONG-TERM BOND ETF $2130.00%3 3— $213 新建仓
TRP TC ENERGY CORP COM $2180.00%4 4— $218 新建仓
SOLV SOLVENTUM CORP COM SHS $2190.00%3 3— $219 新建仓
BIV VANGUARD INTERMEDIATE-TERM BOND ETF $2340.00%3 3— $234 新建仓
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF $2350.00%5 5— $235 新建仓
PUK PRUDENTIAL PLC ADR $2800.00%10 10— $280 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $2850.00%5 5— $285 新建仓
AIG AMERICAN INTL GROUP INC COM NEW $3140.00%4 4— $314 新建仓
CCI CROWN CASTLE INC COM $3860.00%4 4— $386 新建仓
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $4040.00%20 20— $404 新建仓
HUN HUNTSMAN CORP COM $4210.00%47 47— $421 新建仓
MGA MAGNA INTL INC COM $4740.00%10 10— $474 新建仓
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $4980.00%5 5— $498 新建仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $5360.00%6 6— $536 新建仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $5450.00%11 11— $545 新建仓
RLY SPDR SSGA MULTI-ASSET REAL RETURN ETF $5870.00%19 19— $587 新建仓
FVRR FIVERR INTL LTD ORD SHS $6590.00%27 27— $659 新建仓
FTSL FIRST TRUST SENIOR LOAN FUND $6880.00%15 15— $688 新建仓
RIO RIO TINTO PLC SPONSORED ADR $7260.00%11 11— $726 新建仓
NMAX NEWSMAX INC COM SHS CLASS B $7440.00%60 60— $744 新建仓
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF $7840.00%8 8— $784 新建仓
PBYI PUMA BIOTECHNOLOGY INC COM $7860.00%148 148— $786 新建仓
NIO NIO INC SPON ADS $7920.00%104 104— $792 新建仓
— TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF $8040.00%19 19— $804 新建仓
— TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF $8150.00%20 20— $815 新建仓
— 1STDIBS COM INC COM $8180.00%316 316— $818 新建仓
KHC KRAFT HEINZ CO COM $8200.00%31 31— $820 新建仓
— WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND $8260.00%27 27— $826 新建仓
EXEL EXELIXIS INC COM $8260.00%20 20— $826 新建仓
P PURE STORAGE INC CL A $8380.00%10 10— $838 新建仓
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT $8420.00%100 100— $842 新建仓
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF $8750.00%19 19— $875 新建仓
KD KYNDRYL HLDGS INC COMMON STOCK $9010.00%30 30— $901 新建仓
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF $9350.00%30 30— $935 新建仓
— OCCIDENTAL PETE CORP WT EXP 080327 $9950.00%39 39— $995 新建仓
PATH UIPATH INC CL A $1,0040.00%75 75— $1,004 新建仓
BTI BRITISH AMERN TOB PLC SPONSORED ADR $1,0620.00%20 20— $1,062 新建仓
DEO DIAGEO PLC SPON ADR NEW $1,1450.00%12 12— $1,145 新建仓
CLNE CLEAN ENERGY FUELS CORP COM $1,1610.00%450 450— $1,161 新建仓
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND $1,2440.00%27 27— $1,244 新建仓
BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND $1,2580.00%79 79— $1,258 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $1,2770.00%17 17— $1,277 新建仓
TTD THE TRADE DESK INC COM CL A $1,3720.00%28 28— $1,372 新建仓
COP CONOCOPHILLIPS COM $1,4300.00%15 15— $1,430 新建仓
— ALPS MEDICAL BREAKTHROUGHS ETF $1,4380.00%37 37— $1,438 新建仓
— BIG 5 SPORTING GOODS CORP COM $1,4400.00%1,000 1,000— $1,440 新建仓
— EVOLUTION PETE CORP COM $1,4460.00%300 300— $1,446 新建仓
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $1,4490.00%22 22— $1,449 新建仓
MCGA YORKVILLE ACQUISITION CORP. SHS CL A $1,4600.00%137 137— $1,460 新建仓
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK $1,4600.00%56 56— $1,460 新建仓
STZ CONSTELLATION BRANDS INC CL A $1,4900.00%11 11— $1,490 新建仓
BN BROOKFIELD CORP CL A LTD VT SH $1,5090.00%22 22— $1,509 新建仓
KRP KIMBELL RTY PARTNERS LP UNIT $1,5110.00%112 112— $1,511 新建仓
IWP ISHARES RUSSELL MID-CAP GROWTH ETF $1,5670.00%11 11— $1,567 新建仓
UPS UNITED PARCEL SERVICE INC CL B $1,6180.00%19 19— $1,618 新建仓
LVS LAS VEGAS SANDS CORP COM $1,7290.00%32 32— $1,729 新建仓
SCHD SCHWAB US DIVIDEND EQUITY ETF $1,7470.00%64 64— $1,747 新建仓
OKTA OKTA INC CL A $1,8340.00%20 20— $1,834 新建仓
NTAP NETAPP INC COM $1,8950.00%16 16— $1,895 新建仓
CAG CONAGRA BRANDS INC COM $1,9580.00%107 107— $1,958 新建仓
JEF JEFFERIES FINL GROUP INC COM $1,9750.00%30 30— $1,975 新建仓
PEO ADAM NAT RES FD INC COM $2,0010.00%93 93— $2,001 新建仓
HLN HALEON PLC SPON ADS $2,0270.00%226 226— $2,027 新建仓
TUA SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF $2,0340.00%93 93— $2,034 新建仓
FTHI FIRST TRUST BUYWRITE INCOME ETF $2,0630.00%87 87— $2,063 新建仓
FLDR FIDELITY LOW DURATION BOND FACTOR ETF $2,1080.00%42 42— $2,108 新建仓
SBR SABINE RTY TR UNIT BEN INT $2,1450.00%27 27— $2,145 新建仓
ZION ZIONS BANCORPORATION N A COM $2,2630.00%40 40— $2,263 新建仓
WY WEYERHAEUSER CO MTN BE COM NEW $2,3550.00%95 95— $2,355 新建仓
NVO NOVO-NORDISK A S ADR $2,3860.00%43 43— $2,386 新建仓
WU WESTERN UN CO COM $2,3970.00%300 300— $2,397 新建仓
SKYD PARAMOUNT SKYDANCE CORP COM CL B $2,4030.00%127 127— $2,403 新建仓
— ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 MAR/SEP ETF $2,4340.00%79 79— $2,434 新建仓
— WARNER BROS DISCOVERY INC COM SER A $2,5390.00%130 130— $2,539 新建仓
INGR INGREDION INC COM $2,5640.00%21 21— $2,564 新建仓
ELV ELEVANCE HEALTH INC FORMERLY A COM $2,5850.00%8 8— $2,585 新建仓
BROS DUTCH BROS INC CL A $2,6170.00%50 50— $2,617 新建仓
CVNA CARVANA CO CL A $2,6410.00%7 7— $2,641 新建仓
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND $2,6890.00%15 15— $2,689 新建仓
SOFI SOFI TECHNOLOGIES INC COM $2,6950.00%102 102— $2,695 新建仓
ULTA ULTA BEAUTY INC COM $2,7340.00%5 5— $2,734 新建仓
SYY SYSCO CORP COM $2,7420.00%33 33— $2,742 新建仓
HOG HARLEY DAVIDSON INC COM $2,7900.00%100 100— $2,790 新建仓
CCL CARNIVAL CORP PAIRED CTF $2,8910.00%100 100— $2,891 新建仓
VTR VENTAS INC COM $2,9400.00%42 42— $2,940 新建仓