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 |
|---|---|---|---|---|---|---|---|---|
| TUA | SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF | $8,048 | 0.00% | 394 | 301 | 323.7% | $6,148 | 加仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $7,960 | 0.00% | 309 | 309 | — | $7,960 | 新建仓 |
| EFA | ISHARES MSCI EAFE ETF | $7,895 | 0.00% | 76 | 76 | — | $7,895 | 新建仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $7,595 | 0.00% | 101 | -559 | -84.7% | -$4.20万 | 减仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $7,404 | 0.00% | 159 | 159 | — | $7,404 | 新建仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $7,303 | 0.00% | 132 | -731 | -84.7% | -$4.04万 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $6,993 | 0.00% | 35 | -165 | -82.5% | -$3.30万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $6,856 | 0.00% | 23 | -95 | -80.5% | -$2.83万 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $6,708 | 0.00% | 272 | 272 | — | $6,708 | 新建仓 |
| IXN | ISHARES GLOBAL TECH ETF | $6,654 | 0.00% | 46 | 46 | — | $6,654 | 新建仓 |
| PYPL | PAYPAL HLDGS INC COM | $6,518 | 0.00% | 151 | 151 | — | $6,518 | 新建仓 |
| — | TRUESHARES STRUCTURED OUTCOME (OCTOBER) ETF | $6,397 | 0.00% | 140 | 140 | — | $6,397 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $6,360 | 0.00% | 101 | 5 | 5.2% | $315 | 加仓 |
| — | TRUESHARES CONVEX PROTECT ETF | $6,268 | 0.00% | 205 | 205 | — | $6,268 | 新建仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $6,260 | 0.00% | 2,000 | 1,000 | 100.0% | $3,130 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $6,242 | 0.00% | 69 | 1 | 1.5% | $90 | 加仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $6,223 | 0.00% | 126 | 1 | 0.8% | $49 | 加仓 |
| MCK | MCKESSON CORP COM | $6,045 | 0.00% | 8 | 1 | 14.3% | $756 | 加仓 |
| SE | SEA LTD SPONSORD ADS | $5,846 | 0.00% | 61 | 61 | — | $5,846 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $5,541 | 0.00% | 23 | 8 | 53.3% | $1,927 | 加仓 |
| JHMD | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $5,507 | 0.00% | 124 | 124 | — | $5,507 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $5,483 | 0.00% | 77 | 2 | 2.7% | $142 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $5,395 | 0.00% | 60 | 60 | — | $5,395 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $5,388 | 0.00% | 113 | -5 | -4.2% | -$238 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $5,314 | 0.00% | 186 | 186 | — | $5,314 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $5,021 | 0.00% | 43 | -1 | -2.3% | -$117 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $5,005 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4,910 | 0.00% | 48 | -116 | -70.7% | -$1.19万 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $4,850 | 0.00% | 52 | 52 | — | $4,850 | 新建仓 |
| ARKK | ARK INNOVATION ETF | $4,849 | 0.00% | 60 | 60 | — | $4,849 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $4,830 | 0.00% | 38 | 5 | 15.2% | $636 | 加仓 |
| TFC | TRUIST FINL CORP COM | $4,782 | 0.00% | 96 | 6 | 6.7% | $299 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $4,601 | 0.00% | 29 | 29 | — | $4,601 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $4,585 | 0.00% | 9 | -13 | -59.1% | -$6,623 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $4,576 | 0.00% | 60 | -2 | -3.2% | -$153 | 减仓 |
| PBA | PEMBINA PIPELINE CORP COM | $4,533 | 0.00% | 98 | -4 | -3.9% | -$185 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $4,532 | 0.00% | 85 | 85 | — | $4,532 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $4,530 | 0.00% | 30 | 30 | — | $4,530 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP COM | $4,473 | 0.00% | 210 | 210 | — | $4,473 | 新建仓 |
| GM | GENERAL MTRS CO COM | $4,471 | 0.00% | 58 | 58 | — | $4,471 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $4,471 | 0.00% | 9 | 9 | — | $4,471 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $4,404 | 0.00% | 16 | 1 | 6.7% | $275 | 加仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $4,318 | 0.00% | 137 | 137 | — | $4,318 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $4,260 | 0.00% | 23 | 23 | — | $4,260 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $4,104 | 0.00% | 39 | 24 | 160.0% | $2,526 | 加仓 |
| OKTA | OKTA INC CL A | $4,094 | 0.00% | 30 | 10 | 50.0% | $1,365 | 加仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $3,922 | 0.00% | 85 | 85 | — | $3,922 | 新建仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $3,879 | 0.00% | 71 | 71 | — | $3,879 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $3,847 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $3,835 | 0.00% | 9 | -62 | -87.3% | -$2.64万 | 减仓 |
| EOG | EOG RES INC COM | $3,762 | 0.00% | 29 | 29 | — | $3,762 | 新建仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $3,718 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $3,622 | 0.00% | 53 | 31 | 140.9% | $2,119 | 加仓 |
| CGNX | COGNEX CORP COM | $3,621 | 0.00% | 50 | 50 | — | $3,621 | 新建仓 |
| BROS | DUTCH BROS INC CL A | $3,591 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $3,567 | 0.00% | 447 | 71 | 18.9% | $567 | 加仓 |
| VTR | VENTAS INC COM | $3,552 | 0.00% | 40 | -2 | -4.8% | -$178 | 减仓 |
| MTB | M & T BK CORP COM | $3,332 | 0.00% | 14 | 14 | — | $3,332 | 新建仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $3,305 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $3,254 | 0.00% | 48 | 48 | — | $3,254 | 新建仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $3,235 | 0.00% | 500 | 500 | — | $3,235 | 新建仓 |
| STT | STATE STR CORP COM | $3,222 | 0.00% | 19 | 19 | — | $3,222 | 新建仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $3,173 | 0.00% | 27 | 27 | — | $3,173 | 新建仓 |
| — | INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY | $3,138 | 0.00% | 102 | 102 | — | $3,138 | 新建仓 |
| ALK | ALASKA AIR GROUP INC COM | $3,132 | 0.00% | 60 | 60 | — | $3,132 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $3,094 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $3,084 | 0.00% | 8 | 8 | — | $3,084 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $3,042 | 0.00% | 28 | 9 | 47.4% | $978 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $2,971 | 0.00% | 9 | 9 | — | $2,971 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $2,895 | 0.00% | 3 | 3 | — | $2,895 | 新建仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $2,888 | 0.00% | 113 | 113 | — | $2,888 | 新建仓 |
| BLK | BLACKROCK INC COM | $2,885 | 0.00% | 3 | 3 | — | $2,885 | 新建仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $2,833 | 0.00% | 55 | 55 | — | $2,833 | 新建仓 |
| SEPU | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED SEP ETF | $2,827 | 0.00% | 91 | 91 | — | $2,827 | 新建仓 |
| SYY | SYSCO CORP COM | $2,823 | 0.00% | 34 | 1 | 3.0% | $83 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 JAN/JUL ETF | $2,775 | 0.00% | 82 | 82 | — | $2,775 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $2,768 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF | $2,722 | 0.00% | 60 | 60 | — | $2,722 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $2,630 | 0.00% | 58 | 58 | — | $2,630 | 新建仓 |
| HLN | HALEON PLC SPON ADS | $2,569 | 0.00% | 275 | 49 | 21.7% | $458 | 加仓 |
| NTAP | NETAPP INC COM | $2,501 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $2,481 | 0.00% | 9 | -134 | -93.7% | -$3.69万 | 减仓 |
| MET | METLIFE INC COM | $2,454 | 0.00% | 29 | 29 | — | $2,454 | 新建仓 |
| HOG | HARLEY DAVIDSON INC COM | $2,446 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $2,310 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $2,255 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2,218 | 0.00% | 11 | 11 | — | $2,218 | 新建仓 |
| PEO | ADAM NAT RES FD INC COM | $2,200 | 0.00% | 89 | -4 | -4.3% | -$99 | 减仓 |
| PHM | PULTE GROUP INC COM | $2,195 | 0.00% | 16 | 16 | — | $2,195 | 新建仓 |
| WY | WEYERHAEUSER CO COM NEW | $2,179 | 0.00% | 91 | -4 | -4.2% | -$96 | 减仓 |
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETF | $2,105 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $2,085 | 0.00% | 2 | 2 | — | $2,085 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $2,028 | 0.00% | 40 | 40 | — | $2,028 | 新建仓 |
| BNY | BANK OF NY MELLON CORP COM | $2,025 | 0.00% | 14 | 14 | — | $2,025 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $2,016 | 0.00% | 26 | 26 | — | $2,016 | 新建仓 |
| TTD | THE TRADE DESK INC COM CL A | $1,989 | 0.00% | 110 | 82 | 292.9% | $1,483 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1,940 | 0.00% | 43 | 43 | — | $1,940 | 新建仓 |
| WDC | WESTERN DIGITAL CORP COM | $1,916 | 0.00% | 3 | 3 | — | $1,916 | 新建仓 |
| SBR | SABINE RTY TR UNIT BEN INT | $1,903 | 0.00% | 26 | -1 | -3.7% | -$73 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $1,896 | 0.00% | 10 | 10 | — | $1,896 | 新建仓 |