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 |
|---|---|---|---|---|---|---|---|---|
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $47.77万 | 0.15% | 4,760 | -19,635 | -80.5% | -$197.04万 | 减仓 |
| DECW | ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | $47.04万 | 0.15% | 13,195 | 12,644 | 2,294.7% | $45.08万 | 加仓 |
| V | VISA INC COM CL A | $46.98万 | 0.15% | 1,369 | -108 | -7.3% | -$3.71万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $43.44万 | 0.14% | 1,002 | -2,062 | -67.3% | -$89.39万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $43.18万 | 0.14% | 2,387 | 2,174 | 1,020.7% | $39.33万 | 加仓 |
| SRE | SEMPRA COM | $41.64万 | 0.13% | 4,492 | -5,667 | -55.8% | -$52.53万 | 减仓 |
| CIEN | CIENA CORP COM NEW | $41.35万 | 0.13% | 843 | -6,743 | -88.9% | -$330.78万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $40.61万 | 0.13% | 1,943 | -8,519 | -81.4% | -$178.04万 | 减仓 |
| TSLA | TESLA INC COM | $40.34万 | 0.13% | 959 | -274 | -22.2% | -$11.52万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $39.49万 | 0.13% | 4,094 | -9,617 | -70.1% | -$92.75万 | 减仓 |
| PEP | PEPSICO INC COM | $39.04万 | 0.12% | 2,883 | 1,324 | 84.9% | $17.93万 | 加仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $39.03万 | 0.12% | 5,771 | -24,300 | -80.8% | -$164.33万 | 减仓 |
| T | AT&T INC COM | $38.27万 | 0.12% | 18,490 | -12,815 | -40.9% | -$26.53万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $38.06万 | 0.12% | 916 | -401 | -30.4% | -$16.66万 | 减仓 |
| XYL | XYLEM INC COM | $37.96万 | 0.12% | 3,212 | 90 | 2.9% | $1.06万 | 加仓 |
| — | ALLIANZIM BUFFER20 ALLOCATION ETF | $37.77万 | 0.12% | 13,159 | 12,111 | 1,155.6% | $34.76万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $37.67万 | 0.12% | 2,272 | 1,640 | 259.5% | $27.19万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $37.26万 | 0.12% | 506 | -69 | -12.0% | -$5.08万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $37.25万 | 0.12% | 2,193 | 2,193 | — | $37.25万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $36.91万 | 0.12% | 1,313 | -1,052 | -44.5% | -$29.58万 | 减仓 |
| FEBW | ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF | $36.88万 | 0.12% | 10,377 | 10,377 | — | $36.88万 | 新建仓 |
| WFC | WELLS FARGO & CO COM | $36.76万 | 0.12% | 4,448 | 4,239 | 2,028.2% | $35.03万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $35.67万 | 0.11% | 1,046 | -2,039 | -66.1% | -$69.53万 | 减仓 |
| SIXD | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JUN/DEC ETF | $35.12万 | 0.11% | 11,389 | 11,389 | — | $35.12万 | 新建仓 |
| CAT | CATERPILLAR INC COM | $34.13万 | 0.11% | 320 | -1 | -0.3% | -$1,067 | 减仓 |
| ATR | APTARGROUP INC COM | $33.91万 | 0.11% | 2,709 | 2,709 | — | $33.91万 | 新建仓 |
| — | SIMPLIFY ENHANCED INCOME ETF | $33.70万 | 0.11% | 15,580 | 7,550 | 94.0% | $16.33万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $32.63万 | 0.10% | 164 | -861 | -84.0% | -$171.29万 | 减仓 |
| GGG | GRACO INC COM | $31.97万 | 0.10% | 4,228 | 4,228 | — | $31.97万 | 新建仓 |
| ENB | ENBRIDGE INC COM | $31.89万 | 0.10% | 5,883 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $31.59万 | 0.10% | 263 | -1,248 | -82.6% | -$149.89万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $31.28万 | 0.10% | 1,877 | 3 | 0.2% | $500 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $30.50万 | 0.10% | 911 | -5,213 | -85.1% | -$174.56万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $30.22万 | 0.10% | 5,304 | 4,593 | 646.0% | $26.17万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $30.15万 | 0.10% | 12,281 | 11,369 | 1,246.6% | $27.91万 | 加仓 |
| CRM | SALESFORCE INC COM | $28.31万 | 0.09% | 1,807 | -500 | -21.7% | -$7.83万 | 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 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $26.92万 | 0.09% | 5,144 | -26,076 | -83.5% | -$136.48万 | 减仓 |
| INTU | INTUIT COM | $26.78万 | 0.09% | 1,026 | 992 | 2,917.6% | $25.90万 | 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 |
| OKE | ONEOK INC NEW COM | $25.20万 | 0.08% | 2,898 | 33 | 1.2% | $2,869 | 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 |
| NFLX | NETFLIX INC. COM | $23.60万 | 0.08% | 3,306 | 3,125 | 1,726.5% | $22.31万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $22.96万 | 0.07% | 308 | -990 | -76.3% | -$73.82万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $22.61万 | 0.07% | 3,253 | -314 | -8.8% | -$2.18万 | 减仓 |
| LEN | LENNAR CORP CL A | $22.46万 | 0.07% | 2,482 | 2,482 | — | $22.46万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $22.38万 | 0.07% | 2,232 | -12,299 | -84.6% | -$123.33万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $22.11万 | 0.07% | 9,708 | -19,912 | -67.2% | -$45.36万 | 减仓 |
| — | TRUESHARES QUARTERLY BEAR HEDGE ETF | $21.31万 | 0.07% | 8,952 | 7,874 | 730.4% | $18.74万 | 加仓 |
| ALAB | ASTERA LABS INC COM | $21.30万 | 0.07% | 441 | 441 | — | $21.30万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $21.01万 | 0.07% | 208 | -1,573 | -88.3% | -$158.86万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $20.87万 | 0.07% | 405 | -234 | -36.6% | -$12.06万 | 减仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $20.14万 | 0.06% | 1,095 | -5,741 | -84.0% | -$105.57万 | 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 |
| 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 |
| — | ANFIELD ENHANCED MARKET ETF | $19.49万 | 0.06% | 16,082 | -118,776 | -88.1% | -$143.95万 | 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 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $18.96万 | 0.06% | 397 | -1,014 | -71.9% | -$48.43万 | 减仓 |
| INTC | INTEL CORP COM | $18.53万 | 0.06% | 1,327 | 572 | 75.8% | $7.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $18.18万 | 0.06% | 194 | -119 | -38.0% | -$11.15万 | 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 |
| OEF | ISHARES S&P 100 ETF | $17.18万 | 0.05% | 470 | -4,476 | -90.5% | -$163.66万 | 减仓 |
| VRSK | VERISK ANALYTICS INC COM | $17.08万 | 0.05% | 952 | 952 | — | $17.08万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $16.54万 | 0.05% | 4,969 | -4,261 | -46.2% | -$14.18万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $16.52万 | 0.05% | 1,330 | -3,782 | -74.0% | -$46.97万 | 减仓 |
| 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 |
| — | ANFIELD DYNAMIC FIXED INCOME ETF | $16.10万 | 0.05% | 18,964 | -43,351 | -69.6% | -$36.80万 | 减仓 |
| BA | BOEING CO COM | $15.87万 | 0.05% | 733 | -9 | -1.2% | -$1,948 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $15.35万 | 0.05% | 626 | -1,473 | -70.2% | -$36.13万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | $15.30万 | 0.05% | 3,897 | 3,897 | — | $15.30万 | 新建仓 |
| SO | SOUTHERN CO COM | $14.97万 | 0.05% | 1,564 | -10,022 | -86.5% | -$95.91万 | 减仓 |
| CMI | CUMMINS INC COM | $14.70万 | 0.05% | 206 | 5 | 2.5% | $3,568 | 加仓 |
| — | 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 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $14.00万 | 0.04% | 967 | -5,495 | -85.0% | -$79.58万 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $13.64万 | 0.04% | 2,696 | -20,533 | -88.4% | -$103.90万 | 减仓 |
| CRNC | CERENCE INC COM | $13.14万 | 0.04% | 11,608 | 11,022 | 1,880.9% | $12.48万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $13.02万 | 0.04% | 1,046 | 975 | 1,373.2% | $12.13万 | 加仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $12.99万 | 0.04% | 1,311 | 1,311 | — | $12.99万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF | $12.97万 | 0.04% | 3,431 | 3,431 | — | $12.97万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF | $12.70万 | 0.04% | 3,802 | 3,299 | 655.9% | $11.02万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $12.60万 | 0.04% | 1,391 | -7,425 | -84.2% | -$67.27万 | 减仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $12.56万 | 0.04% | 1,388 | -7,243 | -83.9% | -$65.55万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $12.07万 | 0.04% | 4,406 | 4,406 | — | $12.07万 | 新建仓 |
| SPBU | ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | $11.57万 | 0.04% | 3,826 | 3,826 | — | $11.57万 | 新建仓 |
| — | AVANTIS ALL EQUITY MARKETS VALUE ETF | $11.43万 | 0.04% | 1,345 | 1,345 | — | $11.43万 | 新建仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $11.34万 | 0.04% | 932 | -3,553 | -79.2% | -$43.23万 | 减仓 |
| 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 |
| UPST | UPSTART HLDGS INC COM | $11.25万 | 0.04% | 3,176 | 3,090 | 3,593.0% | $10.95万 | 加仓 |
| KO | COCA COLA CO COM | $11.25万 | 0.04% | 1,384 | -6,482 | -82.4% | -$52.68万 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $11.21万 | 0.04% | 1,103 | -4,219 | -79.3% | -$42.89万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $11.20万 | 0.04% | 376 | 341 | 974.3% | $10.16万 | 加仓 |
| 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 |
| FEBT | ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | $10.66万 | 0.03% | 2,590 | 2,590 | — | $10.66万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $10.55万 | 0.03% | 207 | 2 | 1.0% | $1,019 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $10.50万 | 0.03% | 2,480 | -11,211 | -81.9% | -$47.47万 | 减仓 |
| HEI/A | HEICO CORP NEW CL A | $10.37万 | 0.03% | 402 | -566 | -58.5% | -$14.60万 | 减仓 |
| COR | CENCORA INC COM | $10.34万 | 0.03% | 365 | 3 | 0.8% | $850 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $10.28万 | 0.03% | 814 | -3,673 | -81.9% | -$46.40万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $10.26万 | 0.03% | 2,032 | -1,455 | -41.7% | -$7.35万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $9.42万 | 0.03% | 658 | -3,546 | -84.3% | -$50.76万 | 减仓 |