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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $74.11万 | 0.34% | 17,250 | -2,992 | -14.8% | -$12.85万 | 减仓 |
| — | ANFIELD U.S. EQUITY SECTOR ROTATION ETF | $75.54万 | 0.34% | 36,705 | 6 | 0.0% | $123 | 加仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $77.37万 | 0.35% | 8,631 | 1 | 0.0% | $90 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $78.95万 | 0.36% | 6,644 | 10 | 0.2% | $1,188 | 加仓 |
| — | EXXON MOBIL CORP COM | $79.46万 | 0.36% | 7,048 | -321 | -4.4% | -$3.62万 | 减仓 |
| BX | BLACKSTONE INC COM | $82.52万 | 0.37% | 4,830 | 53 | 1.1% | $9,055 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $84.15万 | 0.38% | 1,110 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TRUST | $86.50万 | 0.39% | 1,298 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $88.40万 | 0.40% | 31,305 | 116 | 0.4% | $3,276 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $88.74万 | 0.40% | 3,644 | 1 | 0.0% | $244 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $89.15万 | 0.40% | 31,492 | 202 | 0.6% | $5,719 | 加仓 |
| PG | PROCTER AND GAMBLE CO COM | $89.94万 | 0.41% | 5,853 | -190 | -3.1% | -$2.92万 | 减仓 |
| SRE | SEMPRA COM | $91.41万 | 0.41% | 10,159 | 80 | 0.8% | $7,198 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $92.39万 | 0.42% | 6,124 | 63 | 1.0% | $9,505 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $95.70万 | 0.43% | 5,246 | -177 | -3.3% | -$3.23万 | 减仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $96.30万 | 0.44% | 28,190 | 205 | 0.7% | $7,003 | 加仓 |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | $99.23万 | 0.45% | 1,025 | 12 | 1.2% | $1.16万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $100.00万 | 0.45% | 5,595 | 63 | 1.1% | $1.13万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $101.39万 | 0.46% | 8,816 | 0 | 0.0% | — | 不变 |
| — | PEAKSHARES SECTOR ROTATION ETF | $107.95万 | 0.49% | 37,950 | -4,949 | -11.5% | -$14.08万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $109.61万 | 0.50% | 16,593 | 131 | 0.8% | $8,654 | 加仓 |
| SO | SOUTHERN CO COM | $109.80万 | 0.50% | 11,586 | 127 | 1.1% | $1.20万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $110.51万 | 0.50% | 7,586 | 76 | 1.0% | $1.11万 | 加仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $112.83万 | 0.51% | 6,462 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $115.27万 | 0.52% | 1,511 | 19 | 1.3% | $1.45万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $119.00万 | 0.54% | 23,229 | 192 | 0.8% | $9,836 | 加仓 |
| WMB | WILLIAMS COS INC COM | $126.23万 | 0.57% | 19,925 | 169 | 0.9% | $1.07万 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $128.34万 | 0.58% | 6,836 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $129.64万 | 0.59% | 1,765 | -215 | -10.9% | -$15.79万 | 减仓 |
| AMZN | AMAZON COM INC COM | $129.82万 | 0.59% | 5,912 | -872 | -12.9% | -$19.15万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $130.44万 | 0.59% | 13,711 | 17 | 0.1% | $1,617 | 加仓 |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $135.47万 | 0.61% | 11,445 | 1 | 0.0% | $118 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $141.83万 | 0.64% | 1,781 | -49 | -2.7% | -$3.90万 | 减仓 |
| — | ANFIELD ENHANCED MARKET ETF | $145.01万 | 0.66% | 134,858 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $164.61万 | 0.75% | 4,946 | 70 | 1.4% | $2.33万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $166.21万 | 0.75% | 31,220 | 283 | 0.9% | $1.51万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $166.30万 | 0.75% | 10,462 | -175 | -1.6% | -$2.78万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $166.96万 | 0.76% | 44,099 | 561 | 1.3% | $2.12万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $168.16万 | 0.76% | 6,917 | -302 | -4.2% | -$7.34万 | 减仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $185.30万 | 0.84% | 30,071 | 199 | 0.7% | $1.23万 | 加仓 |
| C | CITIGROUP INC COM NEW | $189.87万 | 0.86% | 18,707 | -206 | -1.1% | -$2.09万 | 减仓 |
| QCOM | QUALCOMM INC COM | $202.25万 | 0.92% | 12,157 | -209 | -1.7% | -$3.48万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $208.05万 | 0.94% | 14,531 | 158 | 1.1% | $2.26万 | 加仓 |
| ORCL | ORACLE CORP COM | $226.27万 | 1.03% | 8,045 | -114 | -1.4% | -$3.21万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $232.59万 | 1.05% | 45,849 | -35 | -0.1% | -$1,776 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $251.24万 | 1.14% | 24,395 | 134 | 0.6% | $1.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. COM | $257.51万 | 1.17% | 8,164 | -223 | -2.7% | -$7.03万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $262.18万 | 1.19% | 10,223 | 50 | 0.5% | $1.28万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $268.54万 | 1.22% | 36,902 | -124 | -0.3% | -$9,023 | 减仓 |
| MSFT | MICROSOFT CORP COM | $311.45万 | 1.41% | 6,013 | -534 | -8.2% | -$27.66万 | 减仓 |
| MBB | ISHARES MBS ETF | $327.74万 | 1.49% | 34,444 | 172 | 0.5% | $1.64万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $340.77万 | 1.54% | 17,399 | 97 | 0.6% | $1.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $387.58万 | 1.76% | 20,773 | -1,469 | -6.6% | -$27.41万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $431.58万 | 1.96% | 72,903 | 554 | 0.8% | $3.28万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $438.91万 | 1.99% | 21,254 | 177 | 0.8% | $3.66万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $463.71万 | 2.10% | 14,130 | -2 | -0.0% | -$656 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $464.54万 | 2.11% | 40,792 | 181 | 0.4% | $2.06万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $504.31万 | 2.29% | 25,929 | 196 | 0.8% | $3.81万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $550.40万 | 2.50% | 83,495 | 409 | 0.5% | $2.70万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $711.84万 | 3.23% | 104,944 | 540 | 0.5% | $3.66万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $725.74万 | 3.29% | 60,118 | 418 | 0.7% | $5.05万 | 加仓 |
| AAPL | APPLE INC COM | $782.18万 | 3.55% | 30,718 | -1,105 | -3.5% | -$28.14万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $978.67万 | 4.44% | 209,521 | 1,298 | 0.6% | $6.06万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,144.86万 | 5.19% | 17,105 | 1 | 0.0% | $669 | 加仓 |
| XLSR | SPDR SSGA U.S. SECTOR ROTATION ETF | $1,191.61万 | 5.40% | 199,901 | 681 | 0.3% | $4.06万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1,358.42万 | 6.16% | 237,902 | 2,052 | 0.9% | $11.72万 | 加仓 |