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 |
|---|---|---|---|---|---|---|---|---|
| BJ | BJS WHSL CLUB HLDGS INC COM | $174 | 0.00% | 2 | 2 | — | $174 | 新建仓 |
| PCVX | VAXCYTE INC COM | $174 | 0.00% | 3 | 3 | — | $174 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $177 | 0.00% | 14 | 14 | — | $177 | 新建仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $179 | 0.00% | 4 | 4 | — | $179 | 新建仓 |
| BRKR | BRUKER CORP COM | $181 | 0.00% | 3 | 3 | — | $181 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $187 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA SPONSORED ADR | $188 | 0.00% | 6 | 6 | — | $188 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $190 | 0.00% | 1 | 1 | — | $190 | 新建仓 |
| IX | ORIX CORP SPONSORED ADR | $190 | 0.00% | 5 | 5 | — | $190 | 新建仓 |
| MTG | MGIC INVT CORP WIS COM | $197 | 0.00% | 7 | 7 | — | $197 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $199 | 0.00% | 10 | 10 | — | $199 | 新建仓 |
| — | COLLABORATIVE INVESTMENT - MINDFUL CONSERVATIVE ETF | $202 | 0.00% | 9 | 2 | 28.6% | $45 | 加仓 |
| CCJ | CAMECO CORP COM | $204 | 0.00% | 2 | 2 | — | $204 | 新建仓 |
| — | ADAPTIVE CORE ETF | $206 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MDA | MDA SPACE LTD COM | $206 | 0.00% | 5 | 5 | — | $206 | 新建仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $207 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $213 | 0.00% | 5 | 5 | — | $213 | 新建仓 |
| CRH | CRH PLC ORD | $214 | 0.00% | 2 | 2 | — | $214 | 新建仓 |
| CME | CME GROUP INC COM | $221 | 0.00% | 1 | 1 | — | $221 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $224 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $225 | 0.00% | 2 | 2 | — | $225 | 新建仓 |
| MUR | MURPHY OIL CORP COM | $228 | 0.00% | 7 | 7 | — | $228 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $230 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $231 | 0.00% | 4 | 4 | — | $231 | 新建仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $234 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $236 | 0.00% | 1 | 1 | — | $236 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION COM | $238 | 0.00% | 1 | 1 | — | $238 | 新建仓 |
| AME | AMETEK INC COM | $242 | 0.00% | 1 | 1 | — | $242 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $246 | 0.00% | 1 | -139 | -99.3% | -$3.42万 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $250 | 0.00% | 3 | 3 | — | $250 | 新建仓 |
| OVV | OVINTIV INC COM | $263 | 0.00% | 5 | 5 | — | $263 | 新建仓 |
| R | RYDER SYS INC COM | $264 | 0.00% | 1 | 1 | — | $264 | 新建仓 |
| HRB | BLOCK H & R INC COM | $267 | 0.00% | 7 | 7 | — | $267 | 新建仓 |
| UGI | UGI CORP NEW COM | $276 | 0.00% | 8 | 8 | — | $276 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $285 | 0.00% | 3 | -8 | -72.7% | -$760 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $289 | 0.00% | 18 | 18 | — | $289 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $291 | 0.00% | 3 | 3 | — | $291 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $293 | 0.00% | 1 | 1 | — | $293 | 新建仓 |
| UBS | UBS GROUP AG SHS | $297 | 0.00% | 6 | 6 | — | $297 | 新建仓 |
| NOW | SERVICENOW INC COM | $298 | 0.00% | 3 | -109 | -97.3% | -$1.08万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $299 | 0.00% | 4 | 4 | — | $299 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL COM | $304 | 0.00% | 4 | 4 | — | $304 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $311 | 0.00% | 4 | 4 | — | $311 | 新建仓 |
| FOXA | FOX CORP CL A COM | $313 | 0.00% | 6 | 6 | — | $313 | 新建仓 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $314 | 0.00% | 15 | 15 | — | $314 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $315 | 0.00% | 1 | 1 | — | $315 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $316 | 0.00% | 8 | 8 | — | $316 | 新建仓 |
| BURL | BURLINGTON STORES INC COM | $317 | 0.00% | 1 | 1 | — | $317 | 新建仓 |
| SCHP | SCHWAB US TIPS ETF | $318 | 0.00% | 12 | 12 | — | $318 | 新建仓 |
| MAS | MASCO CORP COM | $325 | 0.00% | 4 | 4 | — | $325 | 新建仓 |
| AMT | AMERICAN TOWER CORP COM | $327 | 0.00% | 2 | 2 | — | $327 | 新建仓 |
| DOW | DOW HLDGS INC COM | $328 | 0.00% | 12 | 12 | — | $328 | 新建仓 |
| ED | CONSOLIDATED EDISON INC COM | $332 | 0.00% | 3 | 3 | — | $332 | 新建仓 |
| CSX | CSX CORP COM | $333 | 0.00% | 7 | 7 | — | $333 | 新建仓 |
| CCK | CROWN HLDGS INC COM | $335 | 0.00% | 3 | 3 | — | $335 | 新建仓 |
| TM | TOYOTA MOTOR CORP ADS | $337 | 0.00% | 2 | 2 | — | $337 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC COM | $338 | 0.00% | 4 | -194 | -98.0% | -$1.64万 | 减仓 |
| PSX | PHILLIPS 66 COM | $338 | 0.00% | 2 | 2 | — | $338 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $348 | 0.00% | 4 | 4 | — | $348 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $353 | 0.00% | 13 | 13 | — | $353 | 新建仓 |
| EG | EVEREST GROUP LTD COM | $357 | 0.00% | 1 | 1 | — | $357 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $358 | 0.00% | 2 | 2 | — | $358 | 新建仓 |
| UNM | UNUM GROUP COM | $358 | 0.00% | 4 | 4 | — | $358 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $369 | 0.00% | 15 | 15 | — | $369 | 新建仓 |
| PCG | PG&E CORP COM | $370 | 0.00% | 22 | 22 | — | $370 | 新建仓 |
| O | REALTY INCOME CORP COM | $372 | 0.00% | 6 | 6 | — | $372 | 新建仓 |
| NEM | NEWMONT CORP COM | $374 | 0.00% | 4 | 4 | — | $374 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $377 | 0.00% | 2 | 2 | — | $377 | 新建仓 |
| NTR | NUTRIEN LTD COM | $378 | 0.00% | 6 | 6 | — | $378 | 新建仓 |
| KVUE | KENVUE INC COM | $382 | 0.00% | 20 | 20 | — | $382 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $384 | 0.00% | 9 | -99 | -91.7% | -$4,224 | 减仓 |
| MXL | MAXLINEAR INC COM | $384 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $388 | 0.00% | 22 | 22 | — | $388 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $391 | 0.00% | 5 | -103 | -95.4% | -$8,055 | 减仓 |
| HUM | HUMANA INC COM | $397 | 0.00% | 1 | 1 | — | $397 | 新建仓 |
| TSN | TYSON FOODS INC CL A | $401 | 0.00% | 7 | 7 | — | $401 | 新建仓 |
| SNA | SNAP ON INC COM | $402 | 0.00% | 1 | 1 | — | $402 | 新建仓 |
| BCS | BARCLAYS PLC ADR | $403 | 0.00% | 15 | 15 | — | $403 | 新建仓 |
| EWN | ISHARES MSCI NETHERLANDS ETF | $422 | 0.00% | 6 | 6 | — | $422 | 新建仓 |
| USB | US BANCORP COM NEW | $423 | 0.00% | 7 | 7 | — | $423 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $425 | 0.00% | 2 | 2 | — | $425 | 新建仓 |
| RSG | REPUBLIC SVCS INC COM | $426 | 0.00% | 2 | 2 | — | $426 | 新建仓 |
| MMS | MAXIMUS INC COM | $430 | 0.00% | 8 | 8 | — | $430 | 新建仓 |
| EVRG | EVERGY INC COM | $432 | 0.00% | 5 | 5 | — | $432 | 新建仓 |
| CF | CF INDUSTRIES HOLD COM | $433 | 0.00% | 4 | 4 | — | $433 | 新建仓 |
| MCO | MOODYS CORP COM | $453 | 0.00% | 1 | 1 | — | $453 | 新建仓 |
| SAP | SAP SE SPON ADR | $462 | 0.00% | 3 | 3 | — | $462 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC COM | $464 | 0.00% | 3 | 3 | — | $464 | 新建仓 |
| YUM | YUM BRANDS INC COM | $480 | 0.00% | 3 | 3 | — | $480 | 新建仓 |
| WERN | WERNER ENTERPRISES INC COM | $480 | 0.00% | 11 | 11 | — | $480 | 新建仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $483 | 0.00% | 14 | 14 | — | $483 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $491 | 0.00% | 1 | 1 | — | $491 | 新建仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $497 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $498 | 0.00% | 6 | 6 | — | $498 | 新建仓 |
| ES | EVERSOURCE ENERGY COM | $506 | 0.00% | 7 | 7 | — | $506 | 新建仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $508 | 0.00% | 10 | 10 | — | $508 | 新建仓 |
| HUN | HUNTSMAN CORP COM | $510 | 0.00% | 48 | 1 | 2.1% | $11 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $519 | 0.00% | 22 | 22 | — | $519 | 新建仓 |
| NIO | NIO INC SPON ADS | $526 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $531 | 0.00% | 40 | 40 | — | $531 | 新建仓 |