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 |
|---|---|---|---|---|---|---|---|---|
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $5.15万 | 0.02% | 1,794 | 1,794 | — | $5.15万 | 新建仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $5.12万 | 0.02% | 660 | 660 | — | $5.12万 | 新建仓 |
| SBUX | STARBUCKS CORP COM | $5.05万 | 0.02% | 597 | 597 | — | $5.05万 | 新建仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $4.91万 | 0.02% | 863 | 863 | — | $4.91万 | 新建仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $4.90万 | 0.02% | 175 | 175 | — | $4.90万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO COM | $4.69万 | 0.02% | 1,470 | 1,470 | — | $4.69万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $4.67万 | 0.02% | 50 | 50 | — | $4.67万 | 新建仓 |
| BILZ | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $4.46万 | 0.02% | 441 | 441 | — | $4.46万 | 新建仓 |
| PPG | PPG INDS INC COM | $4.26万 | 0.02% | 406 | 406 | — | $4.26万 | 新建仓 |
| CI | THE CIGNA GROUP COM | $4.11万 | 0.02% | 143 | 143 | — | $4.11万 | 新建仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $4.09万 | 0.02% | 856 | 856 | — | $4.09万 | 新建仓 |
| RL | RALPH LAUREN CORP CL A | $3.92万 | 0.02% | 125 | 125 | — | $3.92万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $3.70万 | 0.02% | 76 | 76 | — | $3.70万 | 新建仓 |
| BAC | BANK AMERICA CORP COM | $3.67万 | 0.02% | 711 | 711 | — | $3.67万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3.66万 | 0.02% | 80 | 80 | — | $3.66万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $3.54万 | 0.02% | 73 | 73 | — | $3.54万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $3.45万 | 0.02% | 213 | 213 | — | $3.45万 | 新建仓 |
| CSCO | CISCO SYS INC COM | $3.30万 | 0.01% | 482 | 482 | — | $3.30万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $3.24万 | 0.01% | 521 | 521 | — | $3.24万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $3.20万 | 0.01% | 513 | 513 | — | $3.20万 | 新建仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $3.14万 | 0.01% | 868 | 868 | — | $3.14万 | 新建仓 |
| MFC | MANULIFE FINL CORP COM | $3.12万 | 0.01% | 1,000 | 1,000 | — | $3.12万 | 新建仓 |
| — | HONEYWELL INTL INC COM | $3.08万 | 0.01% | 147 | 147 | — | $3.08万 | 新建仓 |
| VSAT | VIASAT INC COM | $3.06万 | 0.01% | 1,046 | 1,046 | — | $3.06万 | 新建仓 |
| FDM | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $3.03万 | 0.01% | 400 | 400 | — | $3.03万 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $3.01万 | 0.01% | 42 | 42 | — | $3.01万 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $2.93万 | 0.01% | 140 | 140 | — | $2.93万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $2.87万 | 0.01% | 912 | 912 | — | $2.87万 | 新建仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $2.86万 | 0.01% | 336 | 336 | — | $2.86万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $2.84万 | 0.01% | 38 | 38 | — | $2.84万 | 新建仓 |
| AEE | AMEREN CORP COM | $2.83万 | 0.01% | 271 | 271 | — | $2.83万 | 新建仓 |
| — | ALLIANZIM BUFFER20 ALLOCATION ETF | $2.82万 | 0.01% | 1,048 | 1,048 | — | $2.82万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $2.68万 | 0.01% | 160 | 160 | — | $2.68万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $2.66万 | 0.01% | 71 | 71 | — | $2.66万 | 新建仓 |
| — | TRUESHARES QUARTERLY BEAR HEDGE ETF | $2.66万 | 0.01% | 1,078 | 1,078 | — | $2.66万 | 新建仓 |
| UNP | UNION PAC CORP COM | $2.63万 | 0.01% | 111 | 111 | — | $2.63万 | 新建仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $2.62万 | 0.01% | 205 | 205 | — | $2.62万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC COM | $2.61万 | 0.01% | 1,014 | 1,014 | — | $2.61万 | 新建仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $2.55万 | 0.01% | 259 | 259 | — | $2.55万 | 新建仓 |
| INTC | INTEL CORP COM | $2.53万 | 0.01% | 755 | 755 | — | $2.53万 | 新建仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $2.50万 | 0.01% | 200 | 200 | — | $2.50万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.34万 | 0.01% | 391 | 391 | — | $2.34万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $2.33万 | 0.01% | 70 | 70 | — | $2.33万 | 新建仓 |
| INTU | INTUIT COM | $2.32万 | 0.01% | 34 | 34 | — | $2.32万 | 新建仓 |
| PFE | PFIZER INC COM | $2.32万 | 0.01% | 910 | 910 | — | $2.32万 | 新建仓 |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2.23万 | 0.01% | 243 | 243 | — | $2.23万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $2.17万 | 0.01% | 106 | 106 | — | $2.17万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $2.17万 | 0.01% | 118 | 118 | — | $2.17万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER | $2.16万 | 0.01% | 814 | 814 | — | $2.16万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC COM | $2.15万 | 0.01% | 198 | 198 | — | $2.15万 | 新建仓 |
| MPT | MEDICAL PPTYS TRUST INC COM | $2.11万 | 0.01% | 4,156 | 4,156 | — | $2.11万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $2.09万 | 0.01% | 34 | 34 | — | $2.09万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $2.02万 | 0.01% | 62 | 62 | — | $2.02万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.96万 | 0.01% | 416 | 416 | — | $1.96万 | 新建仓 |
| STN | STANTEC INC COM | $1.91万 | 0.01% | 177 | 177 | — | $1.91万 | 新建仓 |
| F | FORD MTR CO COM | $1.86万 | 0.01% | 1,552 | 1,552 | — | $1.86万 | 新建仓 |
| EIX | EDISON INTL COM | $1.82万 | 0.01% | 329 | 329 | — | $1.82万 | 新建仓 |
| DECW | ALLIANZIM U.S. LARGE CAP BUFFER20 DEC ETF | $1.82万 | 0.01% | 551 | 551 | — | $1.82万 | 新建仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $1.81万 | 0.01% | 122 | 122 | — | $1.81万 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $1.79万 | 0.01% | 73 | 73 | — | $1.79万 | 新建仓 |
| TGT | TARGET CORP COM | $1.76万 | 0.01% | 196 | 196 | — | $1.76万 | 新建仓 |
| ABM | ABM INDS INC COM | $1.76万 | 0.01% | 381 | 381 | — | $1.76万 | 新建仓 |
| WFC | WELLS FARGO CO NEW COM | $1.75万 | 0.01% | 209 | 209 | — | $1.75万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.75万 | 0.01% | 71 | 71 | — | $1.75万 | 新建仓 |
| NFLX | NETFLIX INC COM | $1.74万 | 0.01% | 181 | -76 | -29.6% | -$7,307 | 减仓 |
| LIN | LINDE PLC SHS | $1.71万 | 0.01% | 36 | 36 | — | $1.71万 | 新建仓 |
| APH | AMPHENOL CORP NEW CL A | $1.70万 | 0.01% | 137 | 137 | — | $1.70万 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $1.68万 | 0.01% | 87 | 87 | — | $1.68万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.62万 | 0.01% | 616 | 616 | — | $1.62万 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.61万 | 0.01% | 504 | 504 | — | $1.61万 | 新建仓 |
| — | ALLIANZIM U.S. LARGE CAP BUFFER20 SEP ETF | $1.58万 | 0.01% | 503 | 503 | — | $1.58万 | 新建仓 |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | $1.54万 | 0.01% | 325 | 325 | — | $1.54万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.54万 | 0.01% | 120 | 120 | — | $1.54万 | 新建仓 |
| MRK | MERCK & CO INC COM | $1.46万 | 0.01% | 175 | 175 | — | $1.46万 | 新建仓 |
| FPF | FIRST TR INTER DURATN PFD & IN COM | $1.44万 | 0.01% | 750 | 750 | — | $1.44万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $1.43万 | 0.01% | 331 | 331 | — | $1.43万 | 新建仓 |
| EBAY | EBAY INC. COM | $1.43万 | 0.01% | 157 | 157 | — | $1.43万 | 新建仓 |
| IRM | IRON MTN INC DEL COM | $1.42万 | 0.01% | 139 | 139 | — | $1.42万 | 新建仓 |
| HE | HAWAIIAN ELEC INDUSTRIES COM | $1.41万 | 0.01% | 1,275 | 1,275 | — | $1.41万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1.35万 | 0.01% | 147 | 147 | — | $1.35万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $1.34万 | 0.01% | 44 | 44 | — | $1.34万 | 新建仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1.30万 | 0.01% | 300 | 300 | — | $1.30万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF | $1.26万 | 0.01% | 493 | 493 | — | $1.26万 | 新建仓 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $1.22万 | 0.01% | 301 | 301 | — | $1.22万 | 新建仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $1.21万 | 0.01% | 480 | 480 | — | $1.21万 | 新建仓 |
| NOW | SERVICENOW INC COM | $1.17万 | 0.01% | 112 | 112 | — | $1.17万 | 新建仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $1.11万 | 0.01% | 847 | 847 | — | $1.11万 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $1.11万 | 0.01% | 65 | 65 | — | $1.11万 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $1.11万 | 0.01% | 164 | 164 | — | $1.11万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1.10万 | 0.00% | 22 | 22 | — | $1.10万 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $1.10万 | 0.00% | 77 | 77 | — | $1.10万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $1.07万 | 0.00% | 142 | 142 | — | $1.07万 | 新建仓 |
| ADBE | ADOBE INC COM | $1.06万 | 0.00% | 30 | 30 | — | $1.06万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.05万 | 0.00% | 108 | 108 | — | $1.05万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | $1.05万 | 0.00% | 416 | 416 | — | $1.05万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY | $1.05万 | 0.00% | 364 | 364 | — | $1.05万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.05万 | 0.00% | 93 | 93 | — | $1.05万 | 新建仓 |
| JANW | ALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF | $1.03万 | 0.00% | 286 | 286 | — | $1.03万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP COM | $1.03万 | 0.00% | 85 | 85 | — | $1.03万 | 新建仓 |
| — | FRANKLIN ETHEREUM ETF | $1.03万 | 0.00% | 326 | 326 | — | $1.03万 | 新建仓 |