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 |
|---|---|---|---|---|---|---|---|---|
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $11.89万 | 0.05% | 1,133 | 1,133 | — | $11.89万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $12.49万 | 0.06% | 205 | 205 | — | $12.49万 | 新建仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $12.69万 | 0.06% | 1,707 | 1,707 | — | $12.69万 | 新建仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $12.89万 | 0.06% | 2,313 | 2,313 | — | $12.89万 | 新建仓 |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $13.04万 | 0.06% | 3,048 | 3,048 | — | $13.04万 | 新建仓 |
| HEI | HEICO CORP NEW COM | $14.40万 | 0.07% | 446 | 446 | — | $14.40万 | 新建仓 |
| ABT | ABBOTT LABS COM | $14.50万 | 0.07% | 1,083 | 1,083 | — | $14.50万 | 新建仓 |
| CAT | CATERPILLAR INC COM | $15.31万 | 0.07% | 321 | -131 | -29.0% | -$6.25万 | 减仓 |
| BA | BOEING CO COM | $16.01万 | 0.07% | 742 | 742 | — | $16.01万 | 新建仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $17.32万 | 0.08% | 4,555 | 4,555 | — | $17.32万 | 新建仓 |
| — | CYBERARK SOFTWARE LTD SHS | $17.39万 | 0.08% | 360 | 360 | — | $17.39万 | 新建仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $17.71万 | 0.08% | 3,487 | 3,487 | — | $17.71万 | 新建仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $17.80万 | 0.08% | 1,258 | 1,258 | — | $17.80万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $17.95万 | 0.08% | 4,799 | 4,799 | — | $17.95万 | 新建仓 |
| MTBA | SIMPLIFY MBS ETF | $18.01万 | 0.08% | 3,576 | -1,430 | -28.6% | -$7.20万 | 减仓 |
| — | SIMPLIFY ENHANCED INCOME ETF | $18.54万 | 0.08% | 8,030 | 8,030 | — | $18.54万 | 新建仓 |
| — | SIMPLIFY VOLATILITY PREMIUM ETF | $18.59万 | 0.08% | 10,325 | -3,986 | -27.9% | -$7.17万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $18.78万 | 0.09% | 631 | 631 | — | $18.78万 | 新建仓 |
| OKE | ONEOK INC NEW COM | $20.91万 | 0.09% | 2,865 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $21.77万 | 0.10% | 2,621 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $21.90万 | 0.10% | 1,559 | -234 | -13.1% | -$3.29万 | 减仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $22.29万 | 0.10% | 4,478 | 35 | 0.8% | $1,743 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $22.47万 | 0.10% | 2,716 | 1 | 0.0% | $83 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $22.81万 | 0.10% | 5,758 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $22.96万 | 0.10% | 3,567 | -2 | -0.1% | -$129 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $23.05万 | 0.10% | 1,068 | -195 | -15.4% | -$4.21万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $23.15万 | 0.10% | 781 | -140 | -15.2% | -$4.15万 | 减仓 |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | $23.19万 | 0.11% | 9,388 | -2,140 | -18.6% | -$5.29万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $23.67万 | 0.11% | 1,131 | -197 | -14.8% | -$4.12万 | 减仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $24.07万 | 0.11% | 5,558 | 9 | 0.2% | $390 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $24.23万 | 0.11% | 482 | -122 | -20.2% | -$6.13万 | 减仓 |
| HEI/A | HEICO CORP NEW CL A | $24.60万 | 0.11% | 968 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $25.50万 | 0.12% | 5,322 | 82 | 1.6% | $3,929 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $26.04万 | 0.12% | 4,806 | 1 | 0.0% | $54 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $27.14万 | 0.12% | 5,083 | -790 | -13.5% | -$4.22万 | 减仓 |
| KBWB | INVESCO KBW BANK ETF | $27.63万 | 0.13% | 3,533 | 1 | 0.0% | $78 | 加仓 |
| MMM | 3M CO COM | $27.95万 | 0.13% | 1,801 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $28.04万 | 0.13% | 3,182 | -21 | -0.7% | -$1,851 | 减仓 |
| COST | COSTCO WHSL CORP NEW COM | $28.98万 | 0.13% | 313 | -50 | -13.8% | -$4.63万 | 减仓 |
| ENB | ENBRIDGE INC COM | $29.69万 | 0.13% | 5,883 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $30.27万 | 0.14% | 1,632 | -214 | -11.6% | -$3.97万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $30.75万 | 0.14% | 1,806 | 19 | 1.1% | $3,235 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $32.55万 | 0.15% | 2,927 | -876 | -23.0% | -$9.74万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $32.67万 | 0.15% | 4,140 | -793 | -16.1% | -$6.26万 | 减仓 |
| FLRN | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $32.67万 | 0.15% | 10,587 | -2,044 | -16.2% | -$6.31万 | 减仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $34.41万 | 0.16% | 3,284 | 1 | 0.0% | $105 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $34.45万 | 0.16% | 1,651 | -283 | -14.6% | -$5.90万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $34.52万 | 0.16% | 575 | 8 | 1.4% | $4,803 | 加仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $34.80万 | 0.16% | 2,094 | -32 | -1.5% | -$5,317 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $35.02万 | 0.16% | 3,389 | 57 | 1.7% | $5,891 | 加仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $35.35万 | 0.16% | 6,692 | 13 | 0.2% | $687 | 加仓 |
| SBAR | SIMPLIFY BARRIER INCOME ETF | $35.51万 | 0.16% | 13,524 | -5,518 | -29.0% | -$14.49万 | 减仓 |
| AMGN | AMGEN INC COM | $36.50万 | 0.17% | 1,293 | 13 | 1.0% | $3,669 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $37.77万 | 0.17% | 1,874 | 0 | 0.0% | — | 不变 |
| BUCK | SIMPLIFY STABLE INCOME ETF | $39.16万 | 0.18% | 16,420 | -4,027 | -19.7% | -$9.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $39.41万 | 0.18% | 1,411 | 18 | 1.3% | $5,027 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $41.03万 | 0.19% | 3,064 | 40 | 1.3% | $5,356 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $43.59万 | 0.20% | 4,579 | -5 | -0.1% | -$476 | 减仓 |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $43.95万 | 0.20% | 1,834 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $44.31万 | 0.20% | 1,313 | 16 | 1.2% | $5,400 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $44.64万 | 0.20% | 18,064 | 97 | 0.5% | $2,397 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $44.88万 | 0.20% | 4,485 | 38 | 0.9% | $3,802 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $45.04万 | 0.20% | 2,099 | 24 | 1.2% | $5,150 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $45.48万 | 0.21% | 1,317 | 16 | 1.2% | $5,525 | 加仓 |
| RTX | RTX CORPORATION COM | $45.59万 | 0.21% | 2,724 | 25 | 0.9% | $4,184 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $45.91万 | 0.21% | 639 | 9 | 1.4% | $6,467 | 加仓 |
| XYL | XYLEM INC COM | $46.05万 | 0.21% | 3,122 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $46.22万 | 0.21% | 3,522 | -677 | -16.1% | -$8.88万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $46.73万 | 0.21% | 1,800 | -308 | -14.6% | -$8.00万 | 减仓 |
| AVGO | BROADCOM INC COM | $48.26万 | 0.22% | 1,463 | -372 | -20.3% | -$12.27万 | 减仓 |
| OKLO | OKLO INC COM CL A | $48.89万 | 0.22% | 4,380 | 55 | 1.3% | $6,140 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $49.73万 | 0.23% | 874 | 11 | 1.3% | $6,258 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $49.80万 | 0.23% | 4,487 | 14 | 0.3% | $1,554 | 加仓 |
| V | VISA INC COM CL A | $50.40万 | 0.23% | 1,477 | -13 | -0.9% | -$4,436 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $50.95万 | 0.23% | 10,708 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $52.02万 | 0.24% | 5,048 | -379 | -7.0% | -$3.91万 | 减仓 |
| KO | COCA COLA CO COM | $52.17万 | 0.24% | 7,866 | -387 | -4.7% | -$2.57万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $52.67万 | 0.24% | 1,329 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $52.85万 | 0.24% | 2,249 | 28 | 1.3% | $6,580 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $53.36万 | 0.24% | 1,656 | 18 | 1.1% | $5,800 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $53.43万 | 0.24% | 1,114 | -191 | -14.6% | -$9.16万 | 减仓 |
| — | ANFIELD DYNAMIC FIXED INCOME ETF | $53.59万 | 0.24% | 62,315 | 13 | 0.0% | $112 | 加仓 |
| CRM | SALESFORCE INC COM | $54.68万 | 0.25% | 2,307 | 27 | 1.2% | $6,399 | 加仓 |
| ABBV | ABBVIE INC COM | $54.71万 | 0.25% | 2,363 | -1 | -0.0% | -$232 | 减仓 |
| TSLA | TESLA INC COM | $54.83万 | 0.25% | 1,233 | -153 | -11.0% | -$6.80万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $55.15万 | 0.25% | 4,204 | 42 | 1.0% | $5,510 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $55.41万 | 0.25% | 1,239 | -60 | -4.6% | -$2.68万 | 减仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $56.61万 | 0.26% | 6,806 | -588 | -8.0% | -$4.89万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $57.46万 | 0.26% | 938 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $59.85万 | 0.27% | 1,278 | 1 | 0.1% | $468 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $59.99万 | 0.27% | 9,230 | 75 | 0.8% | $4,875 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $60.17万 | 0.27% | 13,691 | 153 | 1.1% | $6,724 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $61.66万 | 0.28% | 2,526 | -619 | -19.7% | -$15.11万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $62.82万 | 0.28% | 3,085 | 33 | 1.1% | $6,719 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $65.91万 | 0.30% | 13,112 | -4,042 | -23.6% | -$20.32万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $66.18万 | 0.30% | 4,966 | 73 | 1.5% | $9,729 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $66.74万 | 0.30% | 2,365 | 16 | 0.7% | $4,515 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $68.48万 | 0.31% | 29,620 | 259 | 0.9% | $5,988 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $68.52万 | 0.31% | 3,206 | -458 | -12.5% | -$9.79万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $69.24万 | 0.31% | 8,296 | 101 | 1.2% | $8,429 | 加仓 |