13F 机构持仓

Mosley Wealth Management

ANAHEIM CA · SEC CIK 0002011849

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PEAKSHARES SEC 6.5%
FNDF 5.6%
MGC 4.4%
USFR 4.0%
VUG 3.8%
VHT 3.5%
VFH 3.4%
AAPL 3.3%
FDMO 2.7%
IVV 2.5%

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
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT $7210.00%100 00.0% — 不变
CAH CARDINAL HEALTH INC COM $7130.00%3 3— $713 新建仓
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $7120.00%3 3— $712 新建仓
HIMS HIMS & HERS HEALTH INC COM CL A $6930.00%20 20— $693 新建仓
STLD STEEL DYNAMICS INC COM $6880.00%3 3— $688 新建仓
SPB SPECTRUM BRANDS HLDGS INC NEW COM $6860.00%8 8— $686 新建仓
SONY SONY GROUP CORP SPONSORED ADR $6820.00%34 34— $682 新建仓
DKS DICKS SPORTING GOODS INC COM $6800.00%3 3— $680 新建仓
FTSL FIRST TRUST SENIOR LOAN FUND $6710.00%15 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW COM $6710.00%3 3— $671 新建仓
KTB KONTOOR BRANDS INC COM $6670.00%8 8— $667 新建仓
ARW ARROW ELECTRS INC COM $6400.00%3 3— $640 新建仓
ING ING GROEP N.V. SPONSORED ADR $6280.00%20 20— $628 新建仓
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF $6260.00%13 13— $626 新建仓
UL UNILEVER PLC SPON ADR NEW $6010.00%10 10— $601 新建仓
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS $6000.00%6 6— $600 新建仓
VMC VULCAN MATLS CO COM $5900.00%2 2— $590 新建仓
KD KYNDRYL HLDGS INC COMMON STOCK $5880.00%52 2273.3% $249 加仓
TPR TAPESTRY INC COM $5860.00%4 4— $586 新建仓
NRG NRG ENERGY INC COM NEW $5840.00%4 4— $584 新建仓
ROL ROLLINS INC COM $5840.00%14 14— $584 新建仓
LHX L3HARRIS TECHNOLOGIES INC COM $5810.00%2 2— $581 新建仓
NGG NATIONAL GRID PLC SPONSORED ADR NE $5800.00%7 7— $580 新建仓
MLM MARTIN MARIETTA MATLS INC COM $5770.00%1 1— $577 新建仓
BTI BRITISH AMERN TOB PLC SPONSORED ADR $5560.00%9 -11-55.0% -$680 减仓
ALLY ALLY FINL INC COM $5510.00%12 12— $551 新建仓
GEN GEN DIGITAL INC COM $5480.00%22 22— $548 新建仓
TTE TOTALENERGIES SE ACT $5440.00%7 7— $544 新建仓
CBRE CBRE GROUP INC CL A $5390.00%4 4— $539 新建仓
SNX TD SYNNEX CORPORATION COM $5350.00%2 2— $535 新建仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $5340.00%11 00.0% — 不变
NOK NOKIA CORP SPONSORED ADR $5310.00%40 40— $531 新建仓
NIO NIO INC SPON ADS $5260.00%104 00.0% — 不变
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR $5190.00%22 22— $519 新建仓
HUN HUNTSMAN CORP COM $5100.00%48 12.1% $11 加仓
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF $5080.00%10 10— $508 新建仓
ES EVERSOURCE ENERGY COM $5060.00%7 7— $506 新建仓
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $4980.00%6 6— $498 新建仓
NMAX NEWSMAX INC COM SHS CLASS B $4970.00%60 00.0% — 不变
TT TRANE TECHNOLOGIES PLC SHS $4910.00%1 1— $491 新建仓
EWZ ISHARES MSCI BRAZIL ETF $4830.00%14 14— $483 新建仓
YUM YUM BRANDS INC COM $4800.00%3 3— $480 新建仓
WERN WERNER ENTERPRISES INC COM $4800.00%11 11— $480 新建仓
CFR CULLEN FROST BANKERS INC COM $4640.00%3 3— $464 新建仓
SAP SAP SE SPON ADR $4620.00%3 3— $462 新建仓
MCO MOODYS CORP COM $4530.00%1 1— $453 新建仓
CF CF INDUSTRIES HOLD COM $4330.00%4 4— $433 新建仓
EVRG EVERGY INC COM $4320.00%5 5— $432 新建仓
MMS MAXIMUS INC COM $4300.00%8 8— $430 新建仓
RSG REPUBLIC SVCS INC COM $4260.00%2 2— $426 新建仓
RGA REINSURANCE GROUP AMER INC COM NEW $4250.00%2 2— $425 新建仓
USB US BANCORP COM NEW $4230.00%7 7— $423 新建仓
EWN ISHARES MSCI NETHERLANDS ETF $4220.00%6 6— $422 新建仓
BCS BARCLAYS PLC ADR $4030.00%15 15— $403 新建仓
SNA SNAP ON INC COM $4020.00%1 1— $402 新建仓
TSN TYSON FOODS INC CL A $4010.00%7 7— $401 新建仓
HUM HUMANA INC COM $3970.00%1 1— $397 新建仓
MDT MEDTRONIC PLC SHS $3910.00%5 -103-95.4% -$8,055 减仓
NWG NATWEST GROUP PLC SPONS ADR $3880.00%22 22— $388 新建仓
BSX BOSTON SCIENTIFIC CORP COM $3840.00%9 -99-91.7% -$4,224 减仓
MXL MAXLINEAR INC COM $3840.00%3 00.0% — 不变
KVUE KENVUE INC COM $3820.00%20 20— $382 新建仓
NTR NUTRIEN LTD COM $3780.00%6 6— $378 新建仓
CHRW C H ROBINSON WORLDWIDE IN COM NEW $3770.00%2 2— $377 新建仓
NEM NEWMONT CORP COM $3740.00%4 4— $374 新建仓
O REALTY INCOME CORP COM $3720.00%6 6— $372 新建仓
PCG PG&E CORP COM $3700.00%22 22— $370 新建仓
ELAN ELANCO ANIMAL HEALTH INC COM $3690.00%15 15— $369 新建仓
PAG PENSKE AUTOMOTIVE GRP INC COM $3580.00%2 2— $358 新建仓
UNM UNUM GROUP COM $3580.00%4 4— $358 新建仓
EG EVEREST GROUP LTD COM $3570.00%1 1— $357 新建仓
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW $3530.00%13 13— $353 新建仓
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $3480.00%4 4— $348 新建仓
SFM SPROUTS FMRS MKT INC COM $3380.00%4 -194-98.0% -$1.64万 减仓
PSX PHILLIPS 66 COM $3380.00%2 2— $338 新建仓
TM TOYOTA MOTOR CORP ADS $3370.00%2 2— $337 新建仓
CCK CROWN HLDGS INC COM $3350.00%3 3— $335 新建仓
CSX CSX CORP COM $3330.00%7 7— $333 新建仓
ED CONSOLIDATED EDISON INC COM $3320.00%3 3— $332 新建仓
DOW DOW HLDGS INC COM $3280.00%12 12— $328 新建仓
AMT AMERICAN TOWER CORP COM $3270.00%2 2— $327 新建仓
MAS MASCO CORP COM $3250.00%4 4— $325 新建仓
SCHP SCHWAB US TIPS ETF $3180.00%12 12— $318 新建仓
BURL BURLINGTON STORES INC COM $3170.00%1 1— $317 新建仓
CNQ CANADIAN NAT RES LTD MED TERM COM $3160.00%8 8— $316 新建仓
NSC NORFOLK SOUTHN CORP COM $3150.00%1 1— $315 新建仓
EBND STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF $3140.00%15 15— $314 新建仓
FOXA FOX CORP CL A COM $3130.00%6 6— $313 新建仓
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A $3110.00%4 4— $311 新建仓
SYF SYNCHRONY FINANCIAL COM $3040.00%4 4— $304 新建仓
SUNB SUNBELT RENTALS HOLDINGS INC SHS $2990.00%4 4— $299 新建仓
NOW SERVICENOW INC COM $2980.00%3 -109-97.3% -$1.08万 减仓
UBS UBS GROUP AG SHS $2970.00%6 6— $297 新建仓
APD AIR PRODUCTS AND CHEMICALS INC COM $2930.00%1 1— $293 新建仓
CHD CHURCH & DWIGHT CO INC COM $2910.00%3 3— $291 新建仓
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $2890.00%18 18— $289 新建仓
RIO RIO TINTO PLC SPONSORED ADR $2850.00%3 -8-72.7% -$760 减仓
UGI UGI CORP NEW COM $2760.00%8 8— $276 新建仓
HRB BLOCK H & R INC COM $2670.00%7 7— $267 新建仓
R RYDER SYS INC COM $2640.00%1 1— $264 新建仓