Mosley Wealth Management
ANAHEIM CA · SEC CIK 0002011849
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC COM | $2,942 | 0.00% | 35 | 35 | — | $2,942 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $3,041 | 0.00% | 15 | 15 | — | $3,041 | 新建仓 |
| — | TRUESHARES QUARTERLY BULL HEDGE ETF | $3,128 | 0.00% | 120 | 120 | — | $3,128 | 新建仓 |
| SNAP | SNAP INC CL A | $3,354 | 0.00% | 435 | 435 | — | $3,354 | 新建仓 |
| SPTL | SPDR PORTFOLIO LONG TERM TREASURY ETF | $3,396 | 0.00% | 126 | 126 | — | $3,396 | 新建仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $3,421 | 0.00% | 46 | 46 | — | $3,421 | 新建仓 |
| FDX | FEDEX CORP COM | $3,537 | 0.00% | 15 | 15 | — | $3,537 | 新建仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $3,608 | 0.00% | 36 | 36 | — | $3,608 | 新建仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $3,711 | 0.00% | 36 | 36 | — | $3,711 | 新建仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $3,760 | 0.00% | 1,000 | 1,000 | — | $3,760 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC CL B | $3,767 | 0.00% | 96 | 96 | — | $3,767 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $3,901 | 0.00% | 35 | 35 | — | $3,901 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $3,911 | 0.00% | 15 | 15 | — | $3,911 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $3,919 | 0.00% | 100 | 100 | — | $3,919 | 新建仓 |
| IWC | ISHARES MICRO-CAP ETF | $4,025 | 0.00% | 27 | 27 | — | $4,025 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $4,115 | 0.00% | 90 | 90 | — | $4,115 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $4,121 | 0.00% | 33 | 33 | — | $4,121 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP COM | $4,127 | 0.00% | 102 | 102 | — | $4,127 | 新建仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $4,245 | 0.00% | 30 | 30 | — | $4,245 | 新建仓 |
| UPST | UPSTART HLDGS INC COM | $4,369 | 0.00% | 86 | 86 | — | $4,369 | 新建仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $4,439 | 0.00% | 51 | 51 | — | $4,439 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $4,537 | 0.00% | 32 | 32 | — | $4,537 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $4,553 | 0.00% | 24 | 24 | — | $4,553 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $4,929 | 0.00% | 62 | 62 | — | $4,929 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $4,982 | 0.00% | 118 | 118 | — | $4,982 | 新建仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $4,984 | 0.00% | 100 | 100 | — | $4,984 | 新建仓 |
| NUE | NUCOR CORP COM | $5,031 | 0.00% | 37 | 37 | — | $5,031 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $5,042 | 0.00% | 44 | 44 | — | $5,042 | 新建仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $5,061 | 0.00% | 86 | 86 | — | $5,061 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $5,288 | 0.00% | 68 | 68 | — | $5,288 | 新建仓 |
| MCK | MCKESSON CORP COM | $5,408 | 0.00% | 7 | 7 | — | $5,408 | 新建仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $5,681 | 0.00% | 125 | 125 | — | $5,681 | 新建仓 |
| DE | DEERE & CO COM | $5,963 | 0.00% | 13 | 13 | — | $5,963 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 | $6,238 | 0.00% | 213 | 213 | — | $6,238 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $6,315 | 0.00% | 28 | 28 | — | $6,315 | 新建仓 |
| TLN | TALEN ENERGY CORP COM | $6,381 | 0.00% | 15 | 15 | — | $6,381 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF | $6,408 | 0.00% | 219 | 219 | — | $6,408 | 新建仓 |
| LOW | LOWES COS INC COM | $6,785 | 0.00% | 27 | 27 | — | $6,785 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $6,890 | 0.00% | 75 | 75 | — | $6,890 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $6,942 | 0.00% | 29 | 29 | — | $6,942 | 新建仓 |
| XYZ | BLOCK INC CL A | $7,010 | 0.00% | 97 | 97 | — | $7,010 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $7,046 | 0.00% | 413 | 413 | — | $7,046 | 新建仓 |
| — | FIRST TR SR FLTG RATE INCOME F COM | $7,250 | 0.00% | 725 | 725 | — | $7,250 | 新建仓 |
| CRNC | CERENCE INC COM | $7,302 | 0.00% | 586 | 586 | — | $7,302 | 新建仓 |
| BITO | PROSHARES BITCOIN ETF | $7,400 | 0.00% | 376 | 376 | — | $7,400 | 新建仓 |
| GLW | CORNING INC COM | $7,547 | 0.00% | 92 | 92 | — | $7,547 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $7,570 | 0.00% | 415 | 415 | — | $7,570 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $7,725 | 0.00% | 171 | 171 | — | $7,725 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $7,751 | 0.00% | 30 | 30 | — | $7,751 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $7,780 | 0.00% | 54 | 54 | — | $7,780 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $8,061 | 0.00% | 28 | 28 | — | $8,061 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $8,512 | 0.00% | 29 | 29 | — | $8,512 | 新建仓 |
| TDTF | FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | $8,616 | 0.00% | 355 | 355 | — | $8,616 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $8,787 | 0.00% | 255 | 255 | — | $8,787 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $8,985 | 0.00% | 151 | 151 | — | $8,985 | 新建仓 |
| SHV | ISHARES SHORT TREASURY BOND ETF | $9,392 | 0.00% | 85 | 85 | — | $9,392 | 新建仓 |
| TJX | TJX COS INC NEW COM | $9,395 | 0.00% | 65 | 65 | — | $9,395 | 新建仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $9,618 | 0.00% | 208 | 208 | — | $9,618 | 新建仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $9,668 | 0.00% | 100 | 100 | — | $9,668 | 新建仓 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $9,780 | 0.00% | 600 | 600 | — | $9,780 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETF | $9,811 | 0.00% | 365 | 365 | — | $9,811 | 新建仓 |
| HWM | HOWMET AEROSPACE INC COM | $9,812 | 0.00% | 50 | 50 | — | $9,812 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $9,994 | 0.00% | 297 | 297 | — | $9,994 | 新建仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI QLTY COM | $1.00万 | 0.00% | 923 | 923 | — | $1.00万 | 新建仓 |
| BOH | BANK HAWAII CORP COM | $1.03万 | 0.00% | 156 | 156 | — | $1.03万 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $1.03万 | 0.00% | 108 | 108 | — | $1.03万 | 新建仓 |
| — | FRANKLIN ETHEREUM ETF | $1.03万 | 0.00% | 326 | 326 | — | $1.03万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP COM | $1.03万 | 0.00% | 85 | 85 | — | $1.03万 | 新建仓 |
| JANW | ALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF | $1.03万 | 0.00% | 286 | 286 | — | $1.03万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.05万 | 0.00% | 93 | 93 | — | $1.05万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY | $1.05万 | 0.00% | 364 | 364 | — | $1.05万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | $1.05万 | 0.00% | 416 | 416 | — | $1.05万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.05万 | 0.00% | 108 | 108 | — | $1.05万 | 新建仓 |
| ADBE | ADOBE INC COM | $1.06万 | 0.00% | 30 | 30 | — | $1.06万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $1.07万 | 0.00% | 142 | 142 | — | $1.07万 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $1.10万 | 0.00% | 77 | 77 | — | $1.10万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1.10万 | 0.00% | 22 | 22 | — | $1.10万 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1.11万 | 0.01% | 164 | 164 | — | $1.11万 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $1.11万 | 0.01% | 65 | 65 | — | $1.11万 | 新建仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $1.11万 | 0.01% | 847 | 847 | — | $1.11万 | 新建仓 |
| NOW | SERVICENOW INC COM | $1.17万 | 0.01% | 112 | 112 | — | $1.17万 | 新建仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $1.21万 | 0.01% | 480 | 480 | — | $1.21万 | 新建仓 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $1.22万 | 0.01% | 301 | 301 | — | $1.22万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF | $1.26万 | 0.01% | 493 | 493 | — | $1.26万 | 新建仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1.30万 | 0.01% | 300 | 300 | — | $1.30万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $1.34万 | 0.01% | 44 | 44 | — | $1.34万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1.35万 | 0.01% | 147 | 147 | — | $1.35万 | 新建仓 |
| HE | HAWAIIAN ELEC INDUSTRIES COM | $1.41万 | 0.01% | 1,275 | 1,275 | — | $1.41万 | 新建仓 |
| IRM | IRON MTN INC DEL COM | $1.42万 | 0.01% | 139 | 139 | — | $1.42万 | 新建仓 |
| EBAY | EBAY INC. COM | $1.43万 | 0.01% | 157 | 157 | — | $1.43万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $1.43万 | 0.01% | 331 | 331 | — | $1.43万 | 新建仓 |
| FPF | FIRST TR INTER DURATN PFD & IN COM | $1.44万 | 0.01% | 750 | 750 | — | $1.44万 | 新建仓 |
| MRK | MERCK & CO INC COM | $1.46万 | 0.01% | 175 | 175 | — | $1.46万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.54万 | 0.01% | 120 | 120 | — | $1.54万 | 新建仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $1.54万 | 0.01% | 325 | 325 | — | $1.54万 | 新建仓 |
| — | ALLIANZIM U.S. LARGE CAP BUFFER20 SEP ETF | $1.58万 | 0.01% | 503 | 503 | — | $1.58万 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.61万 | 0.01% | 504 | 504 | — | $1.61万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.62万 | 0.01% | 616 | 616 | — | $1.62万 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $1.68万 | 0.01% | 87 | 87 | — | $1.68万 | 新建仓 |
| APH | AMPHENOL CORP NEW CL A | $1.70万 | 0.01% | 137 | 137 | — | $1.70万 | 新建仓 |