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 |
|---|---|---|---|---|---|---|---|---|
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $209.27万 | 0.67% | 42,466 | 40,709 | 2,317.0% | $200.61万 | 加仓 |
| SBAR | SIMPLIFY BARRIER INCOME ETF | $214.91万 | 0.68% | 83,950 | 70,426 | 520.7% | $180.29万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $235.55万 | 0.75% | 51,039 | -158,482 | -75.6% | -$731.40万 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $245.27万 | 0.78% | 40,682 | 38,369 | 1,658.8% | $231.33万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $259.87万 | 0.83% | 46,010 | -191,892 | -80.7% | -$1,083.82万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $263.32万 | 0.84% | 7,059 | 1,046 | 17.4% | $39.02万 | 加仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $310.55万 | 0.99% | 15,062 | 12,968 | 619.3% | $267.38万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $338.30万 | 1.08% | 31,376 | 30,065 | 2,293.3% | $324.16万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $352.71万 | 1.12% | 46,711 | 9,809 | 26.6% | $74.07万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $385.61万 | 1.23% | 28,039 | -32,079 | -53.4% | -$441.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $388.98万 | 1.24% | 19,440 | -1,333 | -6.4% | -$26.67万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $549.86万 | 1.75% | 23,238 | 22,170 | 2,075.8% | $524.59万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $562.53万 | 1.79% | 23,205 | 22,074 | 1,951.7% | $535.11万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $592.24万 | 1.88% | 16,434 | 15,653 | 2,004.2% | $564.10万 | 加仓 |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | $597.13万 | 1.90% | 245,633 | 236,245 | 2,516.5% | $574.31万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $613.32万 | 1.95% | 78,721 | 74,581 | 1,801.5% | $581.06万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $614.65万 | 1.96% | 56,169 | 53,242 | 1,819.0% | $582.62万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $618.21万 | 1.97% | 90,368 | 85,285 | 1,677.8% | $583.44万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $622.55万 | 1.98% | 201,798 | 191,211 | 1,806.1% | $589.88万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $704.22万 | 2.24% | 28,982 | 27,331 | 1,655.4% | $664.11万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $706.13万 | 2.25% | 31,315 | 28,109 | 876.8% | $633.84万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $785.58万 | 2.50% | 10,490 | -6,615 | -38.7% | -$495.39万 | 减仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $858.18万 | 2.73% | 87,063 | 80,257 | 1,179.2% | $791.10万 | 加仓 |
| AAPL | APPLE INC COM | $1,021.42万 | 3.25% | 35,299 | 4,581 | 14.9% | $132.56万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $1,062.14万 | 3.38% | 80,709 | 77,187 | 2,191.6% | $1,015.79万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $1,111.07万 | 3.54% | 37,158 | 35,358 | 1,964.3% | $1,057.25万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1,188.46万 | 3.78% | 137,968 | 131,284 | 1,964.2% | $1,130.88万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1,251.96万 | 3.98% | 248,652 | 235,540 | 1,796.4% | $1,185.94万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $1,384.79万 | 4.41% | 50,608 | 48,082 | 1,903.5% | $1,315.67万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1,761.76万 | 5.61% | 333,920 | 316,670 | 1,835.8% | $1,670.75万 | 加仓 |
| — | PEAKSHARES SECTOR ROTATION ETF | $2,029.22万 | 6.46% | 665,829 | 627,879 | 1,654.5% | $1,913.56万 | 加仓 |