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 |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $6.43万 | 0.02% | 147 | 97 | 194.0% | $4.25万 | 加仓 |
| LIN | LINDE PLC SHS | $6.44万 | 0.02% | 124 | 88 | 244.4% | $4.57万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $6.64万 | 0.02% | 87 | 87 | — | $6.64万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $6.65万 | 0.02% | 693 | -4,902 | -87.6% | -$47.05万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $6.68万 | 0.02% | 375 | 125 | 50.0% | $2.23万 | 加仓 |
| ALL | ALLSTATE CORP COM | $6.69万 | 0.02% | 281 | 4 | 1.4% | $952 | 加仓 |
| HD | HOME DEPOT INC COM | $6.90万 | 0.02% | 196 | -36 | -15.5% | -$1.27万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $6.93万 | 0.02% | 591 | -1,243 | -67.8% | -$14.58万 | 减仓 |
| — | TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF | $7.03万 | 0.02% | 1,546 | 1,527 | 8,036.8% | $6.94万 | 加仓 |
| QCOM | QUALCOMM INC COM | $7.10万 | 0.02% | 384 | -11,773 | -96.8% | -$217.69万 | 减仓 |
| JUNW | ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | $7.14万 | 0.02% | 2,077 | 2,077 | — | $7.14万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC COM | $7.33万 | 0.02% | 3,057 | -15,007 | -83.1% | -$36.00万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $7.51万 | 0.02% | 314 | -1,935 | -86.0% | -$46.29万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $7.58万 | 0.02% | 789 | 789 | — | $7.58万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO COM | $7.69万 | 0.02% | 1,496 | 26 | 1.8% | $1,337 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $7.80万 | 0.02% | 300 | -1,506 | -83.4% | -$39.17万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $7.96万 | 0.03% | 779 | 182 | 30.5% | $1.86万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $8.02万 | 0.03% | 1,297 | 1,297 | — | $8.02万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $8.25万 | 0.03% | 373 | 373 | — | $8.25万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $8.34万 | 0.03% | 302 | 302 | — | $8.34万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $8.39万 | 0.03% | 211 | -1,028 | -83.0% | -$40.88万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $8.50万 | 0.03% | 214 | -1,115 | -83.9% | -$44.30万 | 减仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $8.62万 | 0.03% | 2,079 | -299 | -12.6% | -$1.24万 | 减仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $8.74万 | 0.03% | 1,387 | -5,305 | -79.3% | -$33.44万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $8.78万 | 0.03% | 967 | -116 | -10.7% | -$1.05万 | 减仓 |
| TLN | TALEN ENERGY CORP COM | $8.91万 | 0.03% | 232 | 217 | 1,446.7% | $8.34万 | 加仓 |
| HON | HONEYWELL INTL INC COM | $8.93万 | 0.03% | 399 | 252 | 171.4% | $5.64万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $8.98万 | 0.03% | 1,106 | -7,190 | -86.7% | -$58.36万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY | $9.15万 | 0.03% | 3,525 | 3,525 | — | $9.15万 | 新建仓 |
| RTX | RTX CORPORATION COM | $9.34万 | 0.03% | 492 | -2,232 | -81.9% | -$42.38万 | 减仓 |
| VSAT | VIASAT INC COM | $9.39万 | 0.03% | 1,046 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $9.42万 | 0.03% | 658 | -3,546 | -84.3% | -$50.76万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $10.26万 | 0.03% | 2,032 | -1,455 | -41.7% | -$7.35万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $10.28万 | 0.03% | 814 | -3,673 | -81.9% | -$46.40万 | 减仓 |
| COR | CENCORA INC COM | $10.34万 | 0.03% | 365 | 3 | 0.8% | $850 | 加仓 |
| HEI/A | HEICO CORP NEW CL A | $10.37万 | 0.03% | 402 | -566 | -58.5% | -$14.60万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $10.50万 | 0.03% | 2,480 | -11,211 | -81.9% | -$47.47万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $10.55万 | 0.03% | 207 | 2 | 1.0% | $1,019 | 加仓 |
| FEBT | ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | $10.66万 | 0.03% | 2,590 | 2,590 | — | $10.66万 | 新建仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $11.19万 | 0.04% | 2,122 | -26,068 | -92.5% | -$137.45万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $11.20万 | 0.04% | 376 | 341 | 974.3% | $10.16万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $11.21万 | 0.04% | 1,103 | -4,219 | -79.3% | -$42.89万 | 减仓 |
| KO | COCA COLA CO COM | $11.25万 | 0.04% | 1,384 | -6,482 | -82.4% | -$52.68万 | 减仓 |
| UPST | UPSTART HLDGS INC COM | $11.25万 | 0.04% | 3,176 | 3,090 | 3,593.0% | $10.95万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $11.30万 | 0.04% | 2,665 | -2,893 | -52.1% | -$12.27万 | 减仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $11.34万 | 0.04% | 932 | -3,553 | -79.2% | -$43.23万 | 减仓 |
| — | AVANTIS ALL EQUITY MARKETS VALUE ETF | $11.43万 | 0.04% | 1,345 | 1,345 | — | $11.43万 | 新建仓 |
| SPBU | ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | $11.57万 | 0.04% | 3,826 | 3,826 | — | $11.57万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $12.07万 | 0.04% | 4,406 | 4,406 | — | $12.07万 | 新建仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $12.56万 | 0.04% | 1,388 | -7,243 | -83.9% | -$65.55万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $12.60万 | 0.04% | 1,391 | -7,425 | -84.2% | -$67.27万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF | $12.70万 | 0.04% | 3,802 | 3,299 | 655.9% | $11.02万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF | $12.97万 | 0.04% | 3,431 | 3,431 | — | $12.97万 | 新建仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $12.99万 | 0.04% | 1,311 | 1,311 | — | $12.99万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $13.02万 | 0.04% | 1,046 | 975 | 1,373.2% | $12.13万 | 加仓 |
| CRNC | CERENCE INC COM | $13.14万 | 0.04% | 11,608 | 11,022 | 1,880.9% | $12.48万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $13.64万 | 0.04% | 2,696 | -20,533 | -88.4% | -$103.90万 | 减仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $14.00万 | 0.04% | 967 | -5,495 | -85.0% | -$79.58万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETF | $14.24万 | 0.05% | 4,871 | 4,506 | 1,234.5% | $13.17万 | 加仓 |
| CMI | CUMMINS INC COM | $14.70万 | 0.05% | 206 | 5 | 2.5% | $3,568 | 加仓 |
| SO | SOUTHERN CO COM | $14.97万 | 0.05% | 1,564 | -10,022 | -86.5% | -$95.91万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | $15.30万 | 0.05% | 3,897 | 3,897 | — | $15.30万 | 新建仓 |
| NET | CLOUDFLARE INC CL A COM | $15.35万 | 0.05% | 626 | -1,473 | -70.2% | -$36.13万 | 减仓 |
| BA | BOEING CO COM | $15.87万 | 0.05% | 733 | -9 | -1.2% | -$1,948 | 减仓 |
| — | ANFIELD DYNAMIC FIXED INCOME ETF | $16.10万 | 0.05% | 18,964 | -43,351 | -69.6% | -$36.80万 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $16.51万 | 0.05% | 1,712 | -2,867 | -62.6% | -$27.65万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $16.52万 | 0.05% | 1,330 | -3,782 | -74.0% | -$46.97万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $16.54万 | 0.05% | 4,969 | -4,261 | -46.2% | -$14.18万 | 减仓 |
| VRSK | VERISK ANALYTICS INC COM | $17.08万 | 0.05% | 952 | 952 | — | $17.08万 | 新建仓 |
| OEF | ISHARES S&P 100 ETF | $17.18万 | 0.05% | 470 | -4,476 | -90.5% | -$163.66万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $17.96万 | 0.06% | 4,167 | -39,932 | -90.6% | -$172.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $18.18万 | 0.06% | 194 | -119 | -38.0% | -$11.15万 | 减仓 |
| INTC | INTEL CORP COM | $18.53万 | 0.06% | 1,327 | 572 | 75.8% | $7.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $18.96万 | 0.06% | 397 | -1,014 | -71.9% | -$48.43万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $19.42万 | 0.06% | 3,371 | 3,200 | 1,871.3% | $18.44万 | 加仓 |
| — | ANFIELD ENHANCED MARKET ETF | $19.49万 | 0.06% | 16,082 | -118,776 | -88.1% | -$143.95万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $19.82万 | 0.06% | 1,850 | -9,595 | -83.8% | -$102.81万 | 减仓 |
| MAYT | ALLIANZIM U.S. EQUITY BUFFER10 MAY ETF | $20.09万 | 0.06% | 5,152 | 5,152 | — | $20.09万 | 新建仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $20.14万 | 0.06% | 1,095 | -5,741 | -84.0% | -$105.57万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $20.87万 | 0.07% | 405 | -234 | -36.6% | -$12.06万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $21.01万 | 0.07% | 208 | -1,573 | -88.3% | -$158.86万 | 减仓 |
| ALAB | ASTERA LABS INC COM | $21.30万 | 0.07% | 441 | 441 | — | $21.30万 | 新建仓 |
| — | TRUESHARES QUARTERLY BEAR HEDGE ETF | $21.31万 | 0.07% | 8,952 | 7,874 | 730.4% | $18.74万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $22.11万 | 0.07% | 9,708 | -19,912 | -67.2% | -$45.36万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $22.38万 | 0.07% | 2,232 | -12,299 | -84.6% | -$123.33万 | 减仓 |
| LEN | LENNAR CORP CL A | $22.46万 | 0.07% | 2,482 | 2,482 | — | $22.46万 | 新建仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $22.61万 | 0.07% | 3,253 | -314 | -8.8% | -$2.18万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $22.96万 | 0.07% | 308 | -990 | -76.3% | -$73.82万 | 减仓 |
| NFLX | NETFLIX INC. COM | $23.60万 | 0.08% | 3,306 | 3,125 | 1,726.5% | $22.31万 | 加仓 |
| — | ANFIELD U.S. EQUITY SECTOR ROTATION ETF | $24.74万 | 0.08% | 11,924 | -24,781 | -67.5% | -$51.42万 | 减仓 |
| OKE | ONEOK INC NEW COM | $25.20万 | 0.08% | 2,898 | 33 | 1.2% | $2,869 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $26.08万 | 0.08% | 5,228 | -5,480 | -51.2% | -$27.34万 | 减仓 |
| INTU | INTUIT COM | $26.78万 | 0.09% | 1,026 | 992 | 2,917.6% | $25.90万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $26.92万 | 0.09% | 5,144 | -26,076 | -83.5% | -$136.48万 | 减仓 |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $27.63万 | 0.09% | 6,420 | 6,420 | — | $27.63万 | 新建仓 |
| CRM | SALESFORCE INC COM | $28.31万 | 0.09% | 1,807 | -500 | -21.7% | -$7.83万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $30.15万 | 0.10% | 12,281 | 11,369 | 1,246.6% | $27.91万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $30.22万 | 0.10% | 5,304 | 4,593 | 646.0% | $26.17万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $30.50万 | 0.10% | 911 | -5,213 | -85.1% | -$174.56万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $31.28万 | 0.10% | 1,877 | 3 | 0.2% | $500 | 加仓 |