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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S ADR | $1,870 | 0.00% | 39 | -4 | -9.3% | -$192 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $1,843 | 0.00% | 21 | -121 | -85.2% | -$1.06万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,819 | 0.00% | 6 | 6 | — | $1,819 | 新建仓 |
| DOV | DOVER CORP COM | $1,794 | 0.00% | 8 | 8 | — | $1,794 | 新建仓 |
| APH | AMPHENOL CORP CL A | $1,763 | 0.00% | 10 | -127 | -92.7% | -$2.24万 | 减仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $1,751 | 0.00% | 46 | 16 | 53.3% | $609 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1,745 | 0.00% | 63 | 63 | — | $1,745 | 新建仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $1,744 | 0.00% | 33 | 33 | — | $1,744 | 新建仓 |
| EWT | ISHARES MSCI TAIWAN ETF | $1,738 | 0.00% | 16 | 16 | — | $1,738 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $1,711 | 0.00% | 12 | 1 | 9.1% | $143 | 加仓 |
| WSC | WILLSCOT HLDGS CORP COM CL A | $1,703 | 0.00% | 59 | 59 | — | $1,703 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $1,686 | 0.00% | 6 | 6 | — | $1,686 | 新建仓 |
| DTE | DTE ENERGY CO COM | $1,676 | 0.00% | 11 | 11 | — | $1,676 | 新建仓 |
| EWP | ISHARES MSCI SPAIN ETF | $1,663 | 0.00% | 28 | 28 | — | $1,663 | 新建仓 |
| AON | AON PLC SHS CL A | $1,658 | 0.00% | 5 | 5 | — | $1,658 | 新建仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $1,611 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $1,594 | 0.00% | 32 | 2 | 6.7% | $100 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1,590 | 0.00% | 12 | 12 | — | $1,590 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $1,589 | 0.00% | 4 | -69 | -94.5% | -$2.74万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $1,588 | 0.00% | 5 | 5 | — | $1,588 | 新建仓 |
| L | LOEWS CORP COM | $1,585 | 0.00% | 14 | 14 | — | $1,585 | 新建仓 |
| HCA | HCA HEALTHCARE INC COM | $1,560 | 0.00% | 4 | 4 | — | $1,560 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $1,555 | 0.00% | 107 | -5 | -4.5% | -$73 | 减仓 |
| — | 1STDIBS COM INC COM | $1,548 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $1,536 | 0.00% | 114 | 7 | 6.5% | $94 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM | $1,507 | 0.00% | 33 | 1 | 3.1% | $46 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $1,467 | 0.00% | 16 | 16 | — | $1,467 | 新建仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $1,445 | 0.00% | 14 | 14 | — | $1,445 | 新建仓 |
| USFD | US FOODS HLDG CORP COM | $1,432 | 0.00% | 14 | 14 | — | $1,432 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1,405 | 0.00% | 33 | 11 | 50.0% | $468 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $1,394 | 0.00% | 101 | 101 | — | $1,394 | 新建仓 |
| AMP | AMERIPRISE FINL INC COM | $1,376 | 0.00% | 3 | 3 | — | $1,376 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $1,365 | 0.00% | 17 | 17 | — | $1,365 | 新建仓 |
| EWI | ISHARES MSCI ITALY ETF | $1,363 | 0.00% | 23 | 23 | — | $1,363 | 新建仓 |
| ADSK | AUTODESK INC COM | $1,361 | 0.00% | 7 | 7 | — | $1,361 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1,354 | 0.00% | 11 | 11 | — | $1,354 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,353 | 0.00% | 4 | -66 | -94.3% | -$2.23万 | 减仓 |
| SNPS | SYNOPSYS INC COM | $1,338 | 0.00% | 3 | 3 | — | $1,338 | 新建仓 |
| EWQ | ISHARES MSCI FRANCE ETF | $1,317 | 0.00% | 29 | 29 | — | $1,317 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1,311 | 0.00% | 14 | 14 | — | $1,311 | 新建仓 |
| XYZ | BLOCK INC CL A | $1,292 | 0.00% | 17 | -80 | -82.5% | -$6,080 | 减仓 |
| ALTO | ALTO INGREDIENTS INC COM | $1,283 | 0.00% | 225 | 225 | — | $1,283 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1,267 | 0.00% | 17 | 13 | 325.0% | $969 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $1,259 | 0.00% | 128 | 1 | 0.8% | $10 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $1,224 | 0.00% | 13 | 13 | — | $1,224 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $1,222 | 0.00% | 3 | -73 | -96.1% | -$2.97万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1,217 | 0.00% | 19 | 2 | 11.8% | $128 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $1,204 | 0.00% | 6 | 6 | — | $1,204 | 新建仓 |
| PBYI | PUMA BIOTECHNOLOGY INC COM | $1,200 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $1,200 | 0.00% | 13 | 13 | — | $1,200 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,159 | 0.00% | 12 | 12 | — | $1,159 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1,154 | 0.00% | 14 | 14 | — | $1,154 | 新建仓 |
| U | UNITY SOFTWARE INC COM | $1,143 | 0.00% | 40 | 40 | — | $1,143 | 新建仓 |
| PTC | PTC INC COM | $1,136 | 0.00% | 10 | 10 | — | $1,136 | 新建仓 |
| WELL | WELLTOWER INC COM | $1,135 | 0.00% | 5 | 5 | — | $1,135 | 新建仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1,124 | 0.00% | 31 | 31 | — | $1,124 | 新建仓 |
| — | EVOLUTION PETE CORP COM | $1,104 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $1,101 | 0.00% | 12 | 12 | — | $1,101 | 新建仓 |
| EXEL | EXELIXIS INC COM | $1,088 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $1,063 | 0.00% | 3 | 3 | — | $1,063 | 新建仓 |
| SEIC | SEI INVTS CO COM | $1,053 | 0.00% | 12 | 12 | — | $1,053 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP COM SHS | $1,050 | 0.00% | 183 | 183 | — | $1,050 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1,045 | 0.00% | 4 | 4 | — | $1,045 | 新建仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $1,039 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC COM | $1,020 | 0.00% | 20 | 20 | — | $1,020 | 新建仓 |
| KDP | KEURIG DR PEPPER INC COM | $1,015 | 0.00% | 31 | 31 | — | $1,015 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $1,001 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $991 | 0.00% | 3 | 3 | — | $991 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $983 | 0.00% | 29 | 9 | 45.0% | $305 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $978 | 0.00% | 6 | 6 | — | $978 | 新建仓 |
| IQV | IQVIA HLDGS INC COM | $966 | 0.00% | 5 | 5 | — | $966 | 新建仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $960 | 0.00% | 21 | 21 | — | $960 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $958 | 0.00% | 100 | 100 | — | $958 | 新建仓 |
| VST | VISTRA CORP COM | $952 | 0.00% | 6 | 6 | — | $952 | 新建仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $951 | 0.00% | 10 | 10 | — | $951 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $931 | 0.00% | 9 | 9 | — | $931 | 新建仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $896 | 0.00% | 8 | 8 | — | $896 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $892 | 0.00% | 4 | 4 | — | $892 | 新建仓 |
| J | JACOBS SOLUTIONS INC COM | $882 | 0.00% | 7 | 7 | — | $882 | 新建仓 |
| BTAL | AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | $881 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $871 | 0.00% | 11 | 11 | — | $871 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $868 | 0.00% | 3 | 3 | — | $868 | 新建仓 |
| ROST | ROSS STORES INC COM | $851 | 0.00% | 4 | 4 | — | $851 | 新建仓 |
| AFL | AFLAC INC COM | $821 | 0.00% | 7 | 7 | — | $821 | 新建仓 |
| PATH | UIPATH INC CL A | $815 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $809 | 0.00% | 3 | 3 | — | $809 | 新建仓 |
| P | EVERPURE INC CL A | $788 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $782 | 0.00% | 33 | 2 | 6.5% | $47 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $771 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC SHS | $767 | 0.00% | 10 | 10 | — | $767 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $764 | 0.00% | 131 | 131 | — | $764 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $762 | 0.00% | 21 | 21 | — | $762 | 新建仓 |
| TJX | TJX COS INC NEW COM | $758 | 0.00% | 5 | -60 | -92.3% | -$9,096 | 减仓 |
| HSIC | SCHEIN HENRY INC COM | $752 | 0.00% | 9 | 9 | — | $752 | 新建仓 |
| WAT | WATERS CORP COM | $750 | 0.00% | 2 | 2 | — | $750 | 新建仓 |
| RS | RELIANCE INC COM | $747 | 0.00% | 2 | 2 | — | $747 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $741 | 0.00% | 2 | 2 | — | $741 | 新建仓 |
| DASH | DOORDASH INC CL A | $738 | 0.00% | 4 | 4 | — | $738 | 新建仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $728 | 0.00% | 15 | 15 | — | $728 | 新建仓 |
| CROX | CROCS INC COM | $724 | 0.00% | 6 | 6 | — | $724 | 新建仓 |