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 |
|---|---|---|---|---|---|---|---|---|
| — | CANOPY GROWTH CORP COM NEW | $6 | 0.00% | 4 | 4 | — | $6 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC COM | $10 | 0.00% | 1 | 1 | — | $10 | 新建仓 |
| SFIX | STITCH FIX INC COM CL A | $44 | 0.00% | 10 | 10 | — | $44 | 新建仓 |
| MXL | MAXLINEAR INC COM | $48 | 0.00% | 3 | 3 | — | $48 | 新建仓 |
| GAP | GAP INC COM | $64 | 0.00% | 3 | 3 | — | $64 | 新建仓 |
| CTVA | CORTEVA INC COM | $68 | 0.00% | 1 | 1 | — | $68 | 新建仓 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $71 | 0.00% | 3 | 3 | — | $71 | 新建仓 |
| — | LIVE VENTURES INC COM NEW | $92 | 0.00% | 5 | 5 | — | $92 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $129 | 0.00% | 2 | 2 | — | $129 | 新建仓 |
| OGN | ORGANON & CO COMMON STOCK | $130 | 0.00% | 12 | 12 | — | $130 | 新建仓 |
| — | COLLABORATIVE INVESTMENT SERIES TRUST - ADAPTIVE CORE ETF | $137 | 0.00% | 6 | 6 | — | $137 | 新建仓 |
| VTRS | VIATRIS INC COM | $145 | 0.00% | 15 | 15 | — | $145 | 新建仓 |
| — | COLLABORATIVE INVESTMENT - MINDFUL CONSERVATIVE ETF | $155 | 0.00% | 7 | 7 | — | $155 | 新建仓 |
| — | VILLAGE FARMS INTL INC COM | $157 | 0.00% | 50 | 50 | — | $157 | 新建仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $164 | 0.00% | 1 | 1 | — | $164 | 新建仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $213 | 0.00% | 3 | 3 | — | $213 | 新建仓 |
| TRP | TC ENERGY CORP COM | $218 | 0.00% | 4 | 4 | — | $218 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $219 | 0.00% | 3 | 3 | — | $219 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $234 | 0.00% | 3 | 3 | — | $234 | 新建仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $235 | 0.00% | 5 | 5 | — | $235 | 新建仓 |
| PUK | PRUDENTIAL PLC ADR | $280 | 0.00% | 10 | 10 | — | $280 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $285 | 0.00% | 5 | 5 | — | $285 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $314 | 0.00% | 4 | 4 | — | $314 | 新建仓 |
| CCI | CROWN CASTLE INC COM | $386 | 0.00% | 4 | 4 | — | $386 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $404 | 0.00% | 20 | 20 | — | $404 | 新建仓 |
| HUN | HUNTSMAN CORP COM | $421 | 0.00% | 47 | 47 | — | $421 | 新建仓 |
| MGA | MAGNA INTL INC COM | $474 | 0.00% | 10 | 10 | — | $474 | 新建仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $498 | 0.00% | 5 | 5 | — | $498 | 新建仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $536 | 0.00% | 6 | 6 | — | $536 | 新建仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $545 | 0.00% | 11 | 11 | — | $545 | 新建仓 |
| RLY | SPDR SSGA MULTI-ASSET REAL RETURN ETF | $587 | 0.00% | 19 | 19 | — | $587 | 新建仓 |
| FVRR | FIVERR INTL LTD ORD SHS | $659 | 0.00% | 27 | 27 | — | $659 | 新建仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $688 | 0.00% | 15 | 15 | — | $688 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $726 | 0.00% | 11 | 11 | — | $726 | 新建仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $744 | 0.00% | 60 | 60 | — | $744 | 新建仓 |
| JNK | SPDR BLOOMBERG HIGH YIELD BOND ETF | $784 | 0.00% | 8 | 8 | — | $784 | 新建仓 |
| PBYI | PUMA BIOTECHNOLOGY INC COM | $786 | 0.00% | 148 | 148 | — | $786 | 新建仓 |
| NIO | NIO INC SPON ADS | $792 | 0.00% | 104 | 104 | — | $792 | 新建仓 |
| — | TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF | $804 | 0.00% | 19 | 19 | — | $804 | 新建仓 |
| — | TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF | $815 | 0.00% | 20 | 20 | — | $815 | 新建仓 |
| — | 1STDIBS COM INC COM | $818 | 0.00% | 316 | 316 | — | $818 | 新建仓 |
| KHC | KRAFT HEINZ CO COM | $820 | 0.00% | 31 | 31 | — | $820 | 新建仓 |
| — | WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND | $826 | 0.00% | 27 | 27 | — | $826 | 新建仓 |
| EXEL | EXELIXIS INC COM | $826 | 0.00% | 20 | 20 | — | $826 | 新建仓 |
| P | PURE STORAGE INC CL A | $838 | 0.00% | 10 | 10 | — | $838 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $842 | 0.00% | 100 | 100 | — | $842 | 新建仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $875 | 0.00% | 19 | 19 | — | $875 | 新建仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $901 | 0.00% | 30 | 30 | — | $901 | 新建仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $935 | 0.00% | 30 | 30 | — | $935 | 新建仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $995 | 0.00% | 39 | 39 | — | $995 | 新建仓 |
| PATH | UIPATH INC CL A | $1,004 | 0.00% | 75 | 75 | — | $1,004 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $1,062 | 0.00% | 20 | 20 | — | $1,062 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $1,145 | 0.00% | 12 | 12 | — | $1,145 | 新建仓 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $1,161 | 0.00% | 450 | 450 | — | $1,161 | 新建仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $1,244 | 0.00% | 27 | 27 | — | $1,244 | 新建仓 |
| BTAL | AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | $1,258 | 0.00% | 79 | 79 | — | $1,258 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1,277 | 0.00% | 17 | 17 | — | $1,277 | 新建仓 |
| TTD | THE TRADE DESK INC COM CL A | $1,372 | 0.00% | 28 | 28 | — | $1,372 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $1,430 | 0.00% | 15 | 15 | — | $1,430 | 新建仓 |
| — | ALPS MEDICAL BREAKTHROUGHS ETF | $1,438 | 0.00% | 37 | 37 | — | $1,438 | 新建仓 |
| — | BIG 5 SPORTING GOODS CORP COM | $1,440 | 0.00% | 1,000 | 1,000 | — | $1,440 | 新建仓 |
| — | EVOLUTION PETE CORP COM | $1,446 | 0.00% | 300 | 300 | — | $1,446 | 新建仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $1,449 | 0.00% | 22 | 22 | — | $1,449 | 新建仓 |
| MCGA | YORKVILLE ACQUISITION CORP. SHS CL A | $1,460 | 0.00% | 137 | 137 | — | $1,460 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $1,460 | 0.00% | 56 | 56 | — | $1,460 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $1,490 | 0.00% | 11 | 11 | — | $1,490 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1,509 | 0.00% | 22 | 22 | — | $1,509 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $1,511 | 0.00% | 112 | 112 | — | $1,511 | 新建仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $1,567 | 0.00% | 11 | 11 | — | $1,567 | 新建仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $1,618 | 0.00% | 19 | 19 | — | $1,618 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP COM | $1,729 | 0.00% | 32 | 32 | — | $1,729 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,747 | 0.00% | 64 | 64 | — | $1,747 | 新建仓 |
| OKTA | OKTA INC CL A | $1,834 | 0.00% | 20 | 20 | — | $1,834 | 新建仓 |
| NTAP | NETAPP INC COM | $1,895 | 0.00% | 16 | 16 | — | $1,895 | 新建仓 |
| CAG | CONAGRA BRANDS INC COM | $1,958 | 0.00% | 107 | 107 | — | $1,958 | 新建仓 |
| JEF | JEFFERIES FINL GROUP INC COM | $1,975 | 0.00% | 30 | 30 | — | $1,975 | 新建仓 |
| PEO | ADAM NAT RES FD INC COM | $2,001 | 0.00% | 93 | 93 | — | $2,001 | 新建仓 |
| HLN | HALEON PLC SPON ADS | $2,027 | 0.00% | 226 | 226 | — | $2,027 | 新建仓 |
| TUA | SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF | $2,034 | 0.00% | 93 | 93 | — | $2,034 | 新建仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $2,063 | 0.00% | 87 | 87 | — | $2,063 | 新建仓 |
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETF | $2,108 | 0.00% | 42 | 42 | — | $2,108 | 新建仓 |
| SBR | SABINE RTY TR UNIT BEN INT | $2,145 | 0.00% | 27 | 27 | — | $2,145 | 新建仓 |
| ZION | ZIONS BANCORPORATION N A COM | $2,263 | 0.00% | 40 | 40 | — | $2,263 | 新建仓 |
| WY | WEYERHAEUSER CO MTN BE COM NEW | $2,355 | 0.00% | 95 | 95 | — | $2,355 | 新建仓 |
| NVO | NOVO-NORDISK A S ADR | $2,386 | 0.00% | 43 | 43 | — | $2,386 | 新建仓 |
| WU | WESTERN UN CO COM | $2,397 | 0.00% | 300 | 300 | — | $2,397 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $2,403 | 0.00% | 127 | 127 | — | $2,403 | 新建仓 |
| — | ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 MAR/SEP ETF | $2,434 | 0.00% | 79 | 79 | — | $2,434 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2,539 | 0.00% | 130 | 130 | — | $2,539 | 新建仓 |
| INGR | INGREDION INC COM | $2,564 | 0.00% | 21 | 21 | — | $2,564 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2,585 | 0.00% | 8 | 8 | — | $2,585 | 新建仓 |
| BROS | DUTCH BROS INC CL A | $2,617 | 0.00% | 50 | 50 | — | $2,617 | 新建仓 |
| CVNA | CARVANA CO CL A | $2,641 | 0.00% | 7 | 7 | — | $2,641 | 新建仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $2,689 | 0.00% | 15 | 15 | — | $2,689 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $2,695 | 0.00% | 102 | 102 | — | $2,695 | 新建仓 |
| ULTA | ULTA BEAUTY INC COM | $2,734 | 0.00% | 5 | 5 | — | $2,734 | 新建仓 |
| SYY | SYSCO CORP COM | $2,742 | 0.00% | 33 | 33 | — | $2,742 | 新建仓 |
| HOG | HARLEY DAVIDSON INC COM | $2,790 | 0.00% | 100 | 100 | — | $2,790 | 新建仓 |
| CCL | CARNIVAL CORP PAIRED CTF | $2,891 | 0.00% | 100 | 100 | — | $2,891 | 新建仓 |
| VTR | VENTAS INC COM | $2,940 | 0.00% | 42 | 42 | — | $2,940 | 新建仓 |