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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $534 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $535 | 0.00% | 2 | 2 | — | $535 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $539 | 0.00% | 4 | 4 | — | $539 | 新建仓 |
| TTE | TOTALENERGIES SE ACT | $544 | 0.00% | 7 | 7 | — | $544 | 新建仓 |
| GEN | GEN DIGITAL INC COM | $548 | 0.00% | 22 | 22 | — | $548 | 新建仓 |
| ALLY | ALLY FINL INC COM | $551 | 0.00% | 12 | 12 | — | $551 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $556 | 0.00% | 9 | -11 | -55.0% | -$680 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $577 | 0.00% | 1 | 1 | — | $577 | 新建仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $580 | 0.00% | 7 | 7 | — | $580 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $581 | 0.00% | 2 | 2 | — | $581 | 新建仓 |
| NRG | NRG ENERGY INC COM NEW | $584 | 0.00% | 4 | 4 | — | $584 | 新建仓 |
| ROL | ROLLINS INC COM | $584 | 0.00% | 14 | 14 | — | $584 | 新建仓 |
| TPR | TAPESTRY INC COM | $586 | 0.00% | 4 | 4 | — | $586 | 新建仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $588 | 0.00% | 52 | 22 | 73.3% | $249 | 加仓 |
| VMC | VULCAN MATLS CO COM | $590 | 0.00% | 2 | 2 | — | $590 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $600 | 0.00% | 6 | 6 | — | $600 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $601 | 0.00% | 10 | 10 | — | $601 | 新建仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $626 | 0.00% | 13 | 13 | — | $626 | 新建仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $628 | 0.00% | 20 | 20 | — | $628 | 新建仓 |
| ARW | ARROW ELECTRS INC COM | $640 | 0.00% | 3 | 3 | — | $640 | 新建仓 |
| KTB | KONTOOR BRANDS INC COM | $667 | 0.00% | 8 | 8 | — | $667 | 新建仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $671 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $671 | 0.00% | 3 | 3 | — | $671 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC COM | $680 | 0.00% | 3 | 3 | — | $680 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $682 | 0.00% | 34 | 34 | — | $682 | 新建仓 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $686 | 0.00% | 8 | 8 | — | $686 | 新建仓 |
| STLD | STEEL DYNAMICS INC COM | $688 | 0.00% | 3 | 3 | — | $688 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $693 | 0.00% | 20 | 20 | — | $693 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $712 | 0.00% | 3 | 3 | — | $712 | 新建仓 |
| CAH | CARDINAL HEALTH INC COM | $713 | 0.00% | 3 | 3 | — | $713 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $721 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC COM | $724 | 0.00% | 6 | 6 | — | $724 | 新建仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $728 | 0.00% | 15 | 15 | — | $728 | 新建仓 |
| DASH | DOORDASH INC CL A | $738 | 0.00% | 4 | 4 | — | $738 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $741 | 0.00% | 2 | 2 | — | $741 | 新建仓 |
| RS | RELIANCE INC COM | $747 | 0.00% | 2 | 2 | — | $747 | 新建仓 |
| WAT | WATERS CORP COM | $750 | 0.00% | 2 | 2 | — | $750 | 新建仓 |
| HSIC | SCHEIN HENRY INC COM | $752 | 0.00% | 9 | 9 | — | $752 | 新建仓 |
| TJX | TJX COS INC NEW COM | $758 | 0.00% | 5 | -60 | -92.3% | -$9,096 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $762 | 0.00% | 21 | 21 | — | $762 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $764 | 0.00% | 131 | 131 | — | $764 | 新建仓 |
| PNR | PENTAIR PLC SHS | $767 | 0.00% | 10 | 10 | — | $767 | 新建仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $771 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $782 | 0.00% | 33 | 2 | 6.5% | $47 | 加仓 |
| P | EVERPURE INC CL A | $788 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $809 | 0.00% | 3 | 3 | — | $809 | 新建仓 |
| PATH | UIPATH INC CL A | $815 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $821 | 0.00% | 7 | 7 | — | $821 | 新建仓 |
| ROST | ROSS STORES INC COM | $851 | 0.00% | 4 | 4 | — | $851 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $868 | 0.00% | 3 | 3 | — | $868 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $871 | 0.00% | 11 | 11 | — | $871 | 新建仓 |
| BTAL | AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | $881 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $882 | 0.00% | 7 | 7 | — | $882 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $892 | 0.00% | 4 | 4 | — | $892 | 新建仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $896 | 0.00% | 8 | 8 | — | $896 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $931 | 0.00% | 9 | 9 | — | $931 | 新建仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $951 | 0.00% | 10 | 10 | — | $951 | 新建仓 |
| VST | VISTRA CORP COM | $952 | 0.00% | 6 | 6 | — | $952 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $958 | 0.00% | 100 | 100 | — | $958 | 新建仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $960 | 0.00% | 21 | 21 | — | $960 | 新建仓 |
| IQV | IQVIA HLDGS INC COM | $966 | 0.00% | 5 | 5 | — | $966 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $978 | 0.00% | 6 | 6 | — | $978 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $983 | 0.00% | 29 | 9 | 45.0% | $305 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $991 | 0.00% | 3 | 3 | — | $991 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $1,001 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $1,015 | 0.00% | 31 | 31 | — | $1,015 | 新建仓 |
| CNO | CNO FINL GROUP INC COM | $1,020 | 0.00% | 20 | 20 | — | $1,020 | 新建仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $1,039 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1,045 | 0.00% | 4 | 4 | — | $1,045 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP COM SHS | $1,050 | 0.00% | 183 | 183 | — | $1,050 | 新建仓 |
| SEIC | SEI INVTS CO COM | $1,053 | 0.00% | 12 | 12 | — | $1,053 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $1,063 | 0.00% | 3 | 3 | — | $1,063 | 新建仓 |
| EXEL | EXELIXIS INC COM | $1,088 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $1,101 | 0.00% | 12 | 12 | — | $1,101 | 新建仓 |
| — | EVOLUTION PETE CORP COM | $1,104 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1,124 | 0.00% | 31 | 31 | — | $1,124 | 新建仓 |
| WELL | WELLTOWER INC COM | $1,135 | 0.00% | 5 | 5 | — | $1,135 | 新建仓 |
| PTC | PTC INC COM | $1,136 | 0.00% | 10 | 10 | — | $1,136 | 新建仓 |
| U | UNITY SOFTWARE INC COM | $1,143 | 0.00% | 40 | 40 | — | $1,143 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1,154 | 0.00% | 14 | 14 | — | $1,154 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,159 | 0.00% | 12 | 12 | — | $1,159 | 新建仓 |
| PBYI | PUMA BIOTECHNOLOGY INC COM | $1,200 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $1,200 | 0.00% | 13 | 13 | — | $1,200 | 新建仓 |
| COF | CAPITAL ONE FINL CORP COM | $1,204 | 0.00% | 6 | 6 | — | $1,204 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1,217 | 0.00% | 19 | 2 | 11.8% | $128 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $1,222 | 0.00% | 3 | -73 | -96.1% | -$2.97万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $1,224 | 0.00% | 13 | 13 | — | $1,224 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $1,259 | 0.00% | 128 | 1 | 0.8% | $10 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1,267 | 0.00% | 17 | 13 | 325.0% | $969 | 加仓 |
| ALTO | ALTO INGREDIENTS INC COM | $1,283 | 0.00% | 225 | 225 | — | $1,283 | 新建仓 |
| XYZ | BLOCK INC CL A | $1,292 | 0.00% | 17 | -80 | -82.5% | -$6,080 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1,311 | 0.00% | 14 | 14 | — | $1,311 | 新建仓 |
| EWQ | ISHARES MSCI FRANCE ETF | $1,317 | 0.00% | 29 | 29 | — | $1,317 | 新建仓 |
| SNPS | SYNOPSYS INC COM | $1,338 | 0.00% | 3 | 3 | — | $1,338 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,353 | 0.00% | 4 | -66 | -94.3% | -$2.23万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1,354 | 0.00% | 11 | 11 | — | $1,354 | 新建仓 |
| ADSK | AUTODESK INC COM | $1,361 | 0.00% | 7 | 7 | — | $1,361 | 新建仓 |
| EWI | ISHARES MSCI ITALY ETF | $1,363 | 0.00% | 23 | 23 | — | $1,363 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $1,365 | 0.00% | 17 | 17 | — | $1,365 | 新建仓 |
| AMP | AMERIPRISE FINL INC COM | $1,376 | 0.00% | 3 | 3 | — | $1,376 | 新建仓 |