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 |
|---|---|---|---|---|---|---|---|---|
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $1.80万 | 0.01% | 103 | -102 | -49.8% | -$1.78万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.82万 | 0.01% | 181 | 181 | — | $1.82万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.86万 | 0.01% | 43 | 11 | 34.4% | $4,746 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.86万 | 0.01% | 119 | -1 | -0.8% | -$157 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.89万 | 0.01% | 627 | 11 | 1.8% | $332 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER | $1.89万 | 0.01% | 606 | 606 | — | $1.89万 | 新建仓 |
| — | TRUESHARES STRUCTURED OUTCOME (JANUARY) ETF | $1.92万 | 0.01% | 468 | 468 | — | $1.92万 | 新建仓 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $1.92万 | 0.01% | 254 | 254 | — | $1.92万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $1.92万 | 0.01% | 366 | 35 | 10.6% | $1,836 | 加仓 |
| FDX | FEDEX CORP COM | $1.96万 | 0.01% | 63 | 48 | 320.0% | $1.49万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $2.05万 | 0.01% | 422 | 6 | 1.4% | $292 | 加仓 |
| EBAY | EBAY INC. COM | $2.06万 | 0.01% | 184 | 27 | 17.2% | $3,017 | 加仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $2.11万 | 0.01% | 223 | -113 | -33.6% | -$1.07万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2.21万 | 0.01% | 44 | -29 | -39.7% | -$1.46万 | 减仓 |
| PAYX | PAYCHEX INC COM | $2.24万 | 0.01% | 228 | 228 | — | $2.24万 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $2.35万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $2.40万 | 0.01% | 254 | -788 | -75.6% | -$7.45万 | 减仓 |
| KR | KROGER CO COM | $2.41万 | 0.01% | 434 | 434 | — | $2.41万 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $2.41万 | 0.01% | 94 | 7 | 8.0% | $1,796 | 加仓 |
| EXC | EXELON CORP COM | $2.43万 | 0.01% | 521 | 521 | — | $2.43万 | 新建仓 |
| SMBS | SCHWAB MORTGAGE-BACKED SECURITIES ETF | $2.45万 | 0.01% | 964 | 964 | — | $2.45万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2.46万 | 0.01% | 129 | 129 | — | $2.46万 | 新建仓 |
| CTAS | CINTAS CORP COM | $2.49万 | 0.01% | 146 | 146 | — | $2.49万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $2.51万 | 0.01% | 180 | -557 | -75.6% | -$7.78万 | 减仓 |
| EIX | EDISON INTL COM | $2.57万 | 0.01% | 345 | 16 | 4.9% | $1,191 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $2.57万 | 0.01% | 224 | -35 | -13.5% | -$4,013 | 减仓 |
| GLW | CORNING INC COM | $2.58万 | 0.01% | 101 | 9 | 9.8% | $2,299 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $2.59万 | 0.01% | 281 | 281 | — | $2.59万 | 新建仓 |
| MRK | MERCK & CO INC COM | $2.63万 | 0.01% | 204 | 29 | 16.6% | $3,734 | 加仓 |
| DE | DEERE & CO COM | $2.68万 | 0.01% | 42 | 29 | 223.1% | $1.85万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $2.74万 | 0.01% | 622 | -667 | -51.7% | -$2.93万 | 减仓 |
| IOT | SAMSARA INC COM CL A | $2.74万 | 0.01% | 845 | -2,090 | -71.2% | -$6.78万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2.75万 | 0.01% | 110 | 80 | 266.7% | $2.00万 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $2.86万 | 0.01% | 1,262 | 1,262 | — | $2.86万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2.92万 | 0.01% | 504 | -9 | -1.8% | -$521 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $2.93万 | 0.01% | 47 | 47 | — | $2.93万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $2.95万 | 0.01% | 41 | 41 | — | $2.95万 | 新建仓 |
| ETG | EATON VANCE TX ADV GLBL DIV FD COM | $3.01万 | 0.01% | 1,278 | 1,278 | — | $3.01万 | 新建仓 |
| F | FORD MTR CO COM | $3.05万 | 0.01% | 2,193 | 641 | 41.3% | $8,910 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $3.11万 | 0.01% | 1,598 | -2,957 | -64.9% | -$5.75万 | 减仓 |
| AEE | AMEREN CORP COM | $3.13万 | 0.01% | 277 | 6 | 2.2% | $677 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $3.17万 | 0.01% | 586 | 586 | — | $3.17万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $3.17万 | 0.01% | 1,255 | -3,544 | -73.8% | -$8.95万 | 减仓 |
| ADBE | ADOBE INC COM | $3.18万 | 0.01% | 155 | 125 | 416.7% | $2.56万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF | $3.24万 | 0.01% | 904 | 904 | — | $3.24万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC COM | $3.25万 | 0.01% | 1,014 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3.35万 | 0.01% | 81 | 1 | 1.2% | $414 | 加仓 |
| — | REGENTS PARK HEDGED MARKET STRATEGY ETF | $3.40万 | 0.01% | 3,166 | -7,039 | -69.0% | -$7.57万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $3.41万 | 0.01% | 299 | 177 | 145.1% | $2.02万 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $3.42万 | 0.01% | 350 | -2,832 | -89.0% | -$27.68万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $3.44万 | 0.01% | 953 | 953 | — | $3.44万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3.64万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $3.74万 | 0.01% | 670 | 670 | — | $3.74万 | 新建仓 |
| FDM | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $3.75万 | 0.01% | 403 | 3 | 0.8% | $279 | 加仓 |
| TGT | TARGET CORP COM | $3.78万 | 0.01% | 289 | 93 | 47.4% | $1.22万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $3.82万 | 0.01% | 105 | -526 | -83.4% | -$19.15万 | 减仓 |
| — | AVANTIS MODERATE ALLOCATION ETF | $3.93万 | 0.01% | 539 | 539 | — | $3.93万 | 新建仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $3.94万 | 0.01% | 221 | -1,037 | -82.4% | -$18.50万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $4.01万 | 0.01% | 179 | 150 | 517.2% | $3.36万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $4.07万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $4.17万 | 0.01% | 248 | 219 | 755.2% | $3.68万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $4.19万 | 0.01% | 372 | -761 | -67.2% | -$8.58万 | 减仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $4.20万 | 0.01% | 435 | -2,186 | -83.4% | -$21.10万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $4.32万 | 0.01% | 115 | 115 | — | $4.32万 | 新建仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $4.39万 | 0.01% | 1,493 | 1,493 | — | $4.39万 | 新建仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $4.39万 | 0.01% | 1,413 | 1,413 | — | $4.39万 | 新建仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $4.41万 | 0.01% | 448 | -2,268 | -83.5% | -$22.30万 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $4.46万 | 0.01% | 513 | -1,143 | -69.0% | -$9.94万 | 减仓 |
| GEV | GE VERNOVA INC COM | $4.47万 | 0.01% | 38 | 4 | 11.8% | $4,704 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $4.60万 | 0.01% | 979 | -4,779 | -83.0% | -$22.44万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $4.63万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $4.74万 | 0.02% | 324 | -989 | -75.3% | -$14.46万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $4.82万 | 0.02% | 807 | -3,999 | -83.2% | -$23.87万 | 减仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY | $4.83万 | 0.02% | 1,823 | 1,823 | — | $4.83万 | 新建仓 |
| PCAR | PACCAR INC COM | $4.83万 | 0.02% | 402 | 402 | — | $4.83万 | 新建仓 |
| OKLO | OKLO INC COM CL A | $4.84万 | 0.02% | 925 | -3,455 | -78.9% | -$18.08万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $4.94万 | 0.02% | 4,429 | 4,429 | — | $4.94万 | 新建仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $4.95万 | 0.02% | 641 | 641 | — | $4.95万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF | $4.97万 | 0.02% | 1,888 | 1,395 | 283.0% | $3.67万 | 加仓 |
| GLD | SPDR GOLD SHARES | $4.97万 | 0.02% | 135 | -65 | -32.5% | -$2.39万 | 减仓 |
| PPG | PPG INDS INC COM | $4.98万 | 0.02% | 411 | 5 | 1.2% | $606 | 加仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $5.01万 | 0.02% | 563 | -1,144 | -67.0% | -$10.19万 | 减仓 |
| RL | RALPH LAUREN CORP CL A | $5.06万 | 0.02% | 126 | 1 | 0.8% | $401 | 加仓 |
| KBWB | INVESCO KBW BANK ETF | $5.17万 | 0.02% | 556 | -2,977 | -84.3% | -$27.67万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $5.21万 | 0.02% | 602 | 596 | 9,933.3% | $5.15万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $5.32万 | 0.02% | 1,341 | 473 | 54.5% | $1.88万 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER | $5.46万 | 0.02% | 1,736 | 1,736 | — | $5.46万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $5.50万 | 0.02% | 772 | 381 | 97.4% | $2.71万 | 加仓 |
| KLAC | KLA CORP COM NEW | $5.55万 | 0.02% | 184 | 184 | — | $5.55万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $5.64万 | 0.02% | 586 | -33 | -5.3% | -$3,174 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $5.65万 | 0.02% | 553 | -2,836 | -83.7% | -$28.97万 | 减仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $5.70万 | 0.02% | 564 | -2,720 | -82.8% | -$27.49万 | 减仓 |
| — | TRUESHARES S&P AUTOCALLABLE DEFENSIVE INCOME ETF | $5.71万 | 0.02% | 2,275 | 2,275 | — | $5.71万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $5.73万 | 0.02% | 153 | -58 | -27.5% | -$2.17万 | 减仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $5.76万 | 0.02% | 1,156 | -3,322 | -74.2% | -$16.54万 | 减仓 |
| DDOG | DATADOG INC CL A COM | $5.86万 | 0.02% | 225 | 148 | 192.2% | $3.85万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF | $5.97万 | 0.02% | 1,862 | 1,643 | 750.2% | $5.27万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $6.07万 | 0.02% | 355 | 355 | — | $6.07万 | 新建仓 |
| BX | BLACKSTONE INC COM | $6.29万 | 0.02% | 535 | -4,295 | -88.9% | -$50.53万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $6.34万 | 0.02% | 536 | -4,430 | -89.2% | -$52.41万 | 减仓 |