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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC SHS | $1.71万 | 0.01% | 36 | 36 | — | $1.71万 | 新建仓 |
| NFLX | NETFLIX INC COM | $1.74万 | 0.01% | 181 | -76 | -29.6% | -$7,307 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.75万 | 0.01% | 71 | 71 | — | $1.75万 | 新建仓 |
| WFC | WELLS FARGO CO NEW COM | $1.75万 | 0.01% | 209 | 209 | — | $1.75万 | 新建仓 |
| ABM | ABM INDS INC COM | $1.76万 | 0.01% | 381 | 381 | — | $1.76万 | 新建仓 |
| TGT | TARGET CORP COM | $1.76万 | 0.01% | 196 | 196 | — | $1.76万 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $1.79万 | 0.01% | 73 | 73 | — | $1.79万 | 新建仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $1.81万 | 0.01% | 122 | 122 | — | $1.81万 | 新建仓 |
| DECW | ALLIANZIM U.S. LARGE CAP BUFFER20 DEC ETF | $1.82万 | 0.01% | 551 | 551 | — | $1.82万 | 新建仓 |
| EIX | EDISON INTL COM | $1.82万 | 0.01% | 329 | 329 | — | $1.82万 | 新建仓 |
| F | FORD MTR CO COM | $1.86万 | 0.01% | 1,552 | 1,552 | — | $1.86万 | 新建仓 |
| STN | STANTEC INC COM | $1.91万 | 0.01% | 177 | 177 | — | $1.91万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.96万 | 0.01% | 416 | 416 | — | $1.96万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $2.02万 | 0.01% | 62 | 62 | — | $2.02万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $2.09万 | 0.01% | 34 | 34 | — | $2.09万 | 新建仓 |
| MPT | MEDICAL PPTYS TRUST INC COM | $2.11万 | 0.01% | 4,156 | 4,156 | — | $2.11万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC COM | $2.15万 | 0.01% | 198 | 198 | — | $2.15万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER | $2.16万 | 0.01% | 814 | 814 | — | $2.16万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $2.17万 | 0.01% | 118 | 118 | — | $2.17万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $2.17万 | 0.01% | 106 | 106 | — | $2.17万 | 新建仓 |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2.23万 | 0.01% | 243 | 243 | — | $2.23万 | 新建仓 |
| PFE | PFIZER INC COM | $2.32万 | 0.01% | 910 | 910 | — | $2.32万 | 新建仓 |
| INTU | INTUIT COM | $2.32万 | 0.01% | 34 | 34 | — | $2.32万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $2.33万 | 0.01% | 70 | 70 | — | $2.33万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.34万 | 0.01% | 391 | 391 | — | $2.34万 | 新建仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $2.50万 | 0.01% | 200 | 200 | — | $2.50万 | 新建仓 |
| INTC | INTEL CORP COM | $2.53万 | 0.01% | 755 | 755 | — | $2.53万 | 新建仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $2.55万 | 0.01% | 259 | 259 | — | $2.55万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC COM | $2.61万 | 0.01% | 1,014 | 1,014 | — | $2.61万 | 新建仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $2.62万 | 0.01% | 205 | 205 | — | $2.62万 | 新建仓 |
| UNP | UNION PAC CORP COM | $2.63万 | 0.01% | 111 | 111 | — | $2.63万 | 新建仓 |
| — | TRUESHARES QUARTERLY BEAR HEDGE ETF | $2.66万 | 0.01% | 1,078 | 1,078 | — | $2.66万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $2.66万 | 0.01% | 71 | 71 | — | $2.66万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $2.68万 | 0.01% | 160 | 160 | — | $2.68万 | 新建仓 |
| — | ALLIANZIM BUFFER20 ALLOCATION ETF | $2.82万 | 0.01% | 1,048 | 1,048 | — | $2.82万 | 新建仓 |
| AEE | AMEREN CORP COM | $2.83万 | 0.01% | 271 | 271 | — | $2.83万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $2.84万 | 0.01% | 38 | 38 | — | $2.84万 | 新建仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $2.86万 | 0.01% | 336 | 336 | — | $2.86万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $2.87万 | 0.01% | 912 | 912 | — | $2.87万 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $2.93万 | 0.01% | 140 | 140 | — | $2.93万 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $3.01万 | 0.01% | 42 | 42 | — | $3.01万 | 新建仓 |
| FDM | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $3.03万 | 0.01% | 400 | 400 | — | $3.03万 | 新建仓 |
| VSAT | VIASAT INC COM | $3.06万 | 0.01% | 1,046 | 1,046 | — | $3.06万 | 新建仓 |
| — | HONEYWELL INTL INC COM | $3.08万 | 0.01% | 147 | 147 | — | $3.08万 | 新建仓 |
| MFC | MANULIFE FINL CORP COM | $3.12万 | 0.01% | 1,000 | 1,000 | — | $3.12万 | 新建仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $3.14万 | 0.01% | 868 | 868 | — | $3.14万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $3.20万 | 0.01% | 513 | 513 | — | $3.20万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $3.24万 | 0.01% | 521 | 521 | — | $3.24万 | 新建仓 |
| CSCO | CISCO SYS INC COM | $3.30万 | 0.01% | 482 | 482 | — | $3.30万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $3.45万 | 0.02% | 213 | 213 | — | $3.45万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $3.54万 | 0.02% | 73 | 73 | — | $3.54万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3.66万 | 0.02% | 80 | 80 | — | $3.66万 | 新建仓 |
| BAC | BANK AMERICA CORP COM | $3.67万 | 0.02% | 711 | 711 | — | $3.67万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $3.70万 | 0.02% | 76 | 76 | — | $3.70万 | 新建仓 |
| RL | RALPH LAUREN CORP CL A | $3.92万 | 0.02% | 125 | 125 | — | $3.92万 | 新建仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $4.09万 | 0.02% | 856 | 856 | — | $4.09万 | 新建仓 |
| CI | THE CIGNA GROUP COM | $4.11万 | 0.02% | 143 | 143 | — | $4.11万 | 新建仓 |
| PPG | PPG INDS INC COM | $4.26万 | 0.02% | 406 | 406 | — | $4.26万 | 新建仓 |
| BILZ | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $4.46万 | 0.02% | 441 | 441 | — | $4.46万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $4.67万 | 0.02% | 50 | 50 | — | $4.67万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO COM | $4.69万 | 0.02% | 1,470 | 1,470 | — | $4.69万 | 新建仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $4.90万 | 0.02% | 175 | 175 | — | $4.90万 | 新建仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $4.91万 | 0.02% | 863 | 863 | — | $4.91万 | 新建仓 |
| SBUX | STARBUCKS CORP COM | $5.05万 | 0.02% | 597 | 597 | — | $5.05万 | 新建仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $5.12万 | 0.02% | 660 | 660 | — | $5.12万 | 新建仓 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $5.15万 | 0.02% | 1,794 | 1,794 | — | $5.15万 | 新建仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $5.36万 | 0.02% | 647 | 647 | — | $5.36万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC COM | $5.40万 | 0.02% | 10 | 10 | — | $5.40万 | 新建仓 |
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUND | $5.43万 | 0.02% | 1,289 | 1,289 | — | $5.43万 | 新建仓 |
| — | ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF | $5.65万 | 0.03% | 2,105 | 2,105 | — | $5.65万 | 新建仓 |
| — | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND | $5.90万 | 0.03% | 2,828 | 2,828 | — | $5.90万 | 新建仓 |
| ALL | ALLSTATE CORP COM | $5.95万 | 0.03% | 277 | 277 | — | $5.95万 | 新建仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $5.99万 | 0.03% | 1,059 | 1,059 | — | $5.99万 | 新建仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $6.32万 | 0.03% | 1,208 | 1,208 | — | $6.32万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $6.35万 | 0.03% | 211 | 211 | — | $6.35万 | 新建仓 |
| — | INVESCO BLOOMBERG PRICING POWER ETF | $6.36万 | 0.03% | 703 | 703 | — | $6.36万 | 新建仓 |
| — | ALPS EMERGING SECTOR DIVIDEND DOGS ETF | $6.43万 | 0.03% | 2,789 | 2,789 | — | $6.43万 | 新建仓 |
| SPIP | SPDR PORTFOLIO TIPS ETF | $6.59万 | 0.03% | 2,504 | 2,504 | — | $6.59万 | 新建仓 |
| — | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | $6.97万 | 0.03% | 2,004 | 2,004 | — | $6.97万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $7.09万 | 0.03% | 619 | 619 | — | $7.09万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $7.11万 | 0.03% | 200 | 200 | — | $7.11万 | 新建仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $7.69万 | 0.03% | 1,757 | 1,757 | — | $7.69万 | 新建仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $7.92万 | 0.04% | 2,123 | 2,123 | — | $7.92万 | 新建仓 |
| EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $8.37万 | 0.04% | 2,109 | 2,109 | — | $8.37万 | 新建仓 |
| CMI | CUMMINS INC COM | $8.49万 | 0.04% | 201 | 201 | — | $8.49万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $8.73万 | 0.04% | 1,282 | 1,282 | — | $8.73万 | 新建仓 |
| HD | HOME DEPOT INC COM | $9.41万 | 0.04% | 232 | 232 | — | $9.41万 | 新建仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $9.55万 | 0.04% | 2,378 | 2,378 | — | $9.55万 | 新建仓 |
| CVX | CHEVRON CORP NEW COM | $9.81万 | 0.04% | 632 | 632 | — | $9.81万 | 新建仓 |
| ONEZ | TRUESHARES SEASONALITY LADDERED BUFFERED ETF | $9.88万 | 0.04% | 3,725 | 3,725 | — | $9.88万 | 新建仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $10.05万 | 0.05% | 1,042 | 1,042 | — | $10.05万 | 新建仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | $10.72万 | 0.05% | 1,990 | 1,990 | — | $10.72万 | 新建仓 |
| AFG | AMERICAN FINL GROUP INC OHIO COM | $10.73万 | 0.05% | 737 | 737 | — | $10.73万 | 新建仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $10.76万 | 0.05% | 2,849 | 2,849 | — | $10.76万 | 新建仓 |
| IOT | SAMSARA INC COM CL A | $10.93万 | 0.05% | 2,935 | 2,935 | — | $10.93万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $11.15万 | 0.05% | 689 | -207 | -23.1% | -$3.35万 | 减仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $11.28万 | 0.05% | 5,304 | 5,304 | — | $11.28万 | 新建仓 |
| — | REGENTS PARK HEDGED MARKET STRATEGY ETF | $11.31万 | 0.05% | 10,205 | 2 | 0.0% | $22 | 加仓 |
| COR | CENCORA INC COM | $11.33万 | 0.05% | 362 | 362 | — | $11.33万 | 新建仓 |
| CWB | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $11.86万 | 0.05% | 1,311 | 1,311 | — | $11.86万 | 新建仓 |