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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW COM NEW | $4,830 | 0.00% | 38 | 5 | 15.2% | $636 | 加仓 |
| ARKK | ARK INNOVATION ETF | $4,849 | 0.00% | 60 | 60 | — | $4,849 | 新建仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $4,850 | 0.00% | 52 | 52 | — | $4,850 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4,910 | 0.00% | 48 | -116 | -70.7% | -$1.19万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $5,005 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $5,021 | 0.00% | 43 | -1 | -2.3% | -$117 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $5,314 | 0.00% | 186 | 186 | — | $5,314 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $5,388 | 0.00% | 113 | -5 | -4.2% | -$238 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $5,395 | 0.00% | 60 | 60 | — | $5,395 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $5,483 | 0.00% | 77 | 2 | 2.7% | $142 | 加仓 |
| JHMD | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $5,507 | 0.00% | 124 | 124 | — | $5,507 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $5,541 | 0.00% | 23 | 8 | 53.3% | $1,927 | 加仓 |
| SE | SEA LTD SPONSORD ADS | $5,846 | 0.00% | 61 | 61 | — | $5,846 | 新建仓 |
| MCK | MCKESSON CORP COM | $6,045 | 0.00% | 8 | 1 | 14.3% | $756 | 加仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $6,223 | 0.00% | 126 | 1 | 0.8% | $49 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $6,242 | 0.00% | 69 | 1 | 1.5% | $90 | 加仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $6,260 | 0.00% | 2,000 | 1,000 | 100.0% | $3,130 | 加仓 |
| — | TRUESHARES CONVEX PROTECT ETF | $6,268 | 0.00% | 205 | 205 | — | $6,268 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $6,360 | 0.00% | 101 | 5 | 5.2% | $315 | 加仓 |
| — | TRUESHARES STRUCTURED OUTCOME (OCTOBER) ETF | $6,397 | 0.00% | 140 | 140 | — | $6,397 | 新建仓 |
| PYPL | PAYPAL HLDGS INC COM | $6,518 | 0.00% | 151 | 151 | — | $6,518 | 新建仓 |
| IXN | ISHARES GLOBAL TECH ETF | $6,654 | 0.00% | 46 | 46 | — | $6,654 | 新建仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $6,708 | 0.00% | 272 | 272 | — | $6,708 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $6,856 | 0.00% | 23 | -95 | -80.5% | -$2.83万 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $6,993 | 0.00% | 35 | -165 | -82.5% | -$3.30万 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $7,303 | 0.00% | 132 | -731 | -84.7% | -$4.04万 | 减仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $7,404 | 0.00% | 159 | 159 | — | $7,404 | 新建仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $7,595 | 0.00% | 101 | -559 | -84.7% | -$4.20万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $7,895 | 0.00% | 76 | 76 | — | $7,895 | 新建仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $7,960 | 0.00% | 309 | 309 | — | $7,960 | 新建仓 |
| TUA | SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF | $8,048 | 0.00% | 394 | 301 | 323.7% | $6,148 | 加仓 |
| — | TRUESHARES QUARTERLY BULL HEDGE ETF | $8,161 | 0.00% | 338 | 218 | 181.7% | $5,264 | 加仓 |
| NUE | NUCOR CORP COM | $8,351 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $8,419 | 0.00% | 180 | -676 | -79.0% | -$3.16万 | 减仓 |
| TDTF | FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | $8,589 | 0.00% | 361 | 6 | 1.7% | $143 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $8,831 | 0.00% | 97 | 97 | — | $8,831 | 新建仓 |
| — | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND | $8,935 | 0.00% | 433 | -2,395 | -84.7% | -$4.94万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $8,949 | 0.00% | 101 | 101 | — | $8,949 | 新建仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $9,380 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $9,556 | 0.00% | 429 | 16 | 3.9% | $356 | 加仓 |
| BP | BP PLC SPONSORED ADR | $9,650 | 0.00% | 261 | 6 | 2.4% | $222 | 加仓 |
| — | TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF | $9,808 | 0.00% | 152 | 152 | — | $9,808 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $9,896 | 0.00% | 286 | -11 | -3.7% | -$381 | 减仓 |
| OUSM | ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF | $9,927 | 0.00% | 209 | 209 | — | $9,927 | 新建仓 |
| — | GLOBAL X CLOUD COMPUTING ETF | $1.02万 | 0.00% | 449 | 449 | — | $1.02万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1.02万 | 0.00% | 118 | 64 | 118.5% | $5,541 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $1.04万 | 0.00% | 946 | 23 | 2.5% | $253 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1.04万 | 0.00% | 43 | 43 | — | $1.04万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $1.04万 | 0.00% | 430 | 15 | 3.6% | $364 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.05万 | 0.00% | 392 | 262 | 201.5% | $6,985 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $1.06万 | 0.00% | 129 | -518 | -80.1% | -$4.26万 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $1.06万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $1.07万 | 0.00% | 327 | -1,467 | -81.8% | -$4.78万 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $1.07万 | 0.00% | 62 | -3 | -4.6% | -$517 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $1.11万 | 0.00% | 32 | 32 | — | $1.11万 | 新建仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1.12万 | 0.00% | 90 | 90 | — | $1.12万 | 新建仓 |
| — | TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF | $1.15万 | 0.00% | 267 | 247 | 1,235.0% | $1.07万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1.17万 | 0.00% | 133 | 133 | — | $1.17万 | 新建仓 |
| PFE | PFIZER INC COM | $1.20万 | 0.00% | 499 | -411 | -45.2% | -$9,895 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $1.21万 | 0.00% | 483 | 3 | 0.6% | $75 | 加仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $1.21万 | 0.00% | 165 | -894 | -84.4% | -$6.55万 | 减仓 |
| STN | STANTEC INC COM | $1.22万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $1.22万 | 0.00% | 604 | 4 | 0.7% | $81 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $1.23万 | 0.00% | 160 | 157 | 5,233.3% | $1.21万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.24万 | 0.00% | 94 | 94 | — | $1.24万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.25万 | 0.00% | 170 | 19 | 12.6% | $1,396 | 加仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $1.25万 | 0.00% | 299 | 299 | — | $1.25万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.26万 | 0.00% | 92 | -1 | -1.1% | -$136 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $1.29万 | 0.00% | 15 | 15 | — | $1.29万 | 新建仓 |
| BOH | BANK HAWAII CORP COM | $1.31万 | 0.00% | 161 | 5 | 3.2% | $407 | 加仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $1.31万 | 0.00% | 172 | 172 | — | $1.31万 | 新建仓 |
| UNP | UNION PAC CORP COM | $1.34万 | 0.00% | 49 | -62 | -55.9% | -$1.70万 | 减仓 |
| — | INVESCO LEISURE AND ENTERTAINMENT ETF | $1.38万 | 0.00% | 208 | 208 | — | $1.38万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC COM | $1.40万 | 0.00% | 52 | 2 | 4.0% | $538 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & IN COM | $1.42万 | 0.00% | 784 | 34 | 4.5% | $618 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $1.43万 | 0.00% | 345 | 345 | — | $1.43万 | 新建仓 |
| IRM | IRON MTN INC DEL COM | $1.44万 | 0.00% | 114 | -25 | -18.0% | -$3,155 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.46万 | 0.00% | 171 | 171 | — | $1.46万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1.46万 | 0.00% | 152 | 5 | 3.4% | $481 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1.47万 | 0.00% | 143 | 143 | — | $1.47万 | 新建仓 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $1.48万 | 0.00% | 576 | -1,928 | -77.0% | -$4.95万 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1.49万 | 0.00% | 305 | 5 | 1.7% | $244 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $1.51万 | 0.00% | 86 | 1 | 1.2% | $175 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.52万 | 0.00% | 92 | 91 | 9,100.0% | $1.50万 | 加仓 |
| EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $1.53万 | 0.00% | 377 | -1,732 | -82.1% | -$7.04万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1.54万 | 0.00% | 98 | 98 | — | $1.54万 | 新建仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1.56万 | 0.00% | 170 | -73 | -30.0% | -$6,690 | 减仓 |
| LOW | LOWES COS INC COM | $1.59万 | 0.01% | 72 | 45 | 166.7% | $9,922 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.59万 | 0.01% | 419 | 419 | — | $1.59万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1.59万 | 0.01% | 210 | -1,072 | -83.6% | -$8.12万 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $1.60万 | 0.01% | 675 | 675 | — | $1.60万 | 新建仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $1.61万 | 0.01% | 332 | 7 | 2.2% | $340 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.61万 | 0.01% | 335 | 127 | 61.1% | $6,121 | 加仓 |
| WDAY | WORKDAY INC CL A | $1.64万 | 0.01% | 134 | 134 | — | $1.64万 | 新建仓 |
| ABM | ABM INDS INC COM | $1.70万 | 0.01% | 385 | 4 | 1.0% | $177 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $1.73万 | 0.01% | 1,275 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $1.74万 | 0.01% | 100 | 100 | — | $1.74万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.74万 | 0.01% | 70 | 70 | — | $1.74万 | 新建仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1.76万 | 0.01% | 474 | -2,375 | -83.4% | -$8.80万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1.76万 | 0.01% | 244 | 244 | — | $1.76万 | 新建仓 |