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 |
|---|---|---|---|---|---|---|---|---|
| OVV | OVINTIV INC COM | $263 | 0.00% | 5 | 5 | — | $263 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $250 | 0.00% | 3 | 3 | — | $250 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $246 | 0.00% | 1 | -139 | -99.3% | -$3.42万 | 减仓 |
| AME | AMETEK INC COM | $242 | 0.00% | 1 | 1 | — | $242 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION COM | $238 | 0.00% | 1 | 1 | — | $238 | 新建仓 |
| FSLR | FIRST SOLAR INC COM | $236 | 0.00% | 1 | 1 | — | $236 | 新建仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $234 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $231 | 0.00% | 4 | 4 | — | $231 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $230 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $228 | 0.00% | 7 | 7 | — | $228 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $225 | 0.00% | 2 | 2 | — | $225 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $224 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $221 | 0.00% | 1 | 1 | — | $221 | 新建仓 |
| CRH | CRH PLC ORD | $214 | 0.00% | 2 | 2 | — | $214 | 新建仓 |
| SNY | SANOFI SA SPONSORED ADR | $213 | 0.00% | 5 | 5 | — | $213 | 新建仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $207 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ADAPTIVE CORE ETF | $206 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MDA | MDA SPACE LTD COM | $206 | 0.00% | 5 | 5 | — | $206 | 新建仓 |
| CCJ | CAMECO CORP COM | $204 | 0.00% | 2 | 2 | — | $204 | 新建仓 |
| — | COLLABORATIVE INVESTMENT - MINDFUL CONSERVATIVE ETF | $202 | 0.00% | 9 | 2 | 28.6% | $45 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $199 | 0.00% | 10 | 10 | — | $199 | 新建仓 |
| MTG | MGIC INVT CORP WIS COM | $197 | 0.00% | 7 | 7 | — | $197 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $190 | 0.00% | 1 | 1 | — | $190 | 新建仓 |
| IX | ORIX CORP SPONSORED ADR | $190 | 0.00% | 5 | 5 | — | $190 | 新建仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $188 | 0.00% | 6 | 6 | — | $188 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $187 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP COM | $181 | 0.00% | 3 | 3 | — | $181 | 新建仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $179 | 0.00% | 4 | 4 | — | $179 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $177 | 0.00% | 14 | 14 | — | $177 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $174 | 0.00% | 1 | 1 | — | $174 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $174 | 0.00% | 2 | 2 | — | $174 | 新建仓 |
| PCVX | VAXCYTE INC COM | $174 | 0.00% | 3 | 3 | — | $174 | 新建仓 |
| CTVA | CORTEVA INC COM | $170 | 0.00% | 2 | 1 | 100.0% | $85 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $167 | 0.00% | 1 | 1 | — | $167 | 新建仓 |
| PHIN | PHINIA INC COMMON STOCK | $165 | 0.00% | 2 | 2 | — | $165 | 新建仓 |
| G | GENPACT LIMITED SHS | $165 | 0.00% | 6 | 6 | — | $165 | 新建仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $163 | 0.00% | 1 | 1 | — | $163 | 新建仓 |
| OC | OWENS CORNING NEW COM | $159 | 0.00% | 1 | 1 | — | $159 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $158 | 0.00% | 3 | 3 | — | $158 | 新建仓 |
| SN | SHARKNINJA INC COM SHS | $152 | 0.00% | 1 | 1 | — | $152 | 新建仓 |
| PVH | PVH CORPORATION COM | $149 | 0.00% | 2 | 2 | — | $149 | 新建仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $147 | 0.00% | 1 | 1 | — | $147 | 新建仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $140 | 0.00% | 16 | 16 | — | $140 | 新建仓 |
| — | XEROX HOLDINGS CORP WT EXP 021128 | $137 | 0.00% | 500 | 500 | — | $137 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $137 | 0.00% | 7 | 7 | — | $137 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $137 | 0.00% | 1 | 1 | — | $137 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $136 | 0.00% | 1 | 1 | — | $136 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $136 | 0.00% | 2 | 2 | — | $136 | 新建仓 |
| PLD | PROLOGIS INC. COM | $135 | 0.00% | 1 | 1 | — | $135 | 新建仓 |
| HAUZ | XTRACKERS INTERNATIONAL REAL ESTATE ETF | $135 | 0.00% | 6 | 6 | — | $135 | 新建仓 |
| PUK | PRUDENTIAL PLC ADR | $134 | 0.00% | 5 | -5 | -50.0% | -$134 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $130 | 0.00% | 2 | 2 | — | $130 | 新建仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $115 | 0.00% | 4 | 4 | — | $115 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC COM | $114 | 0.00% | 1 | 1 | — | $114 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $110 | 0.00% | 3 | 3 | — | $110 | 新建仓 |
| KT | KT CORP SPONSORED ADR | $104 | 0.00% | 6 | 6 | — | $104 | 新建仓 |
| — | BAOZUN INC SPONSORED ADR | $102 | 0.00% | 36 | 36 | — | $102 | 新建仓 |
| — | VILLAGE FARMS INTL INC COM | $100 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $95 | 0.00% | 1 | -20 | -95.2% | -$1,900 | 减仓 |
| CLX | CLOROX CO DEL COM | $95 | 0.00% | 1 | 1 | — | $95 | 新建仓 |
| RELX | RELX PLC SPONSORED ADR | $95 | 0.00% | 3 | 3 | — | $95 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO COM | $95 | 0.00% | 3 | 3 | — | $95 | 新建仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $90 | 0.00% | 10 | 10 | — | $90 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC COM | $88 | 0.00% | 19 | -4,137 | -99.5% | -$1.92万 | 减仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $88 | 0.00% | 3 | 3 | — | $88 | 新建仓 |
| MBC | MASTERBRAND INC COMMON STOCK | $82 | 0.00% | 8 | 8 | — | $82 | 新建仓 |
| EL | LAUDER ESTEE COS INC CL A | $79 | 0.00% | 1 | 1 | — | $79 | 新建仓 |
| RDN | RADIAN GROUP INC COM | $75 | 0.00% | 2 | 2 | — | $75 | 新建仓 |
| RRC | RANGE RES CORP COM | $74 | 0.00% | 2 | 2 | — | $74 | 新建仓 |
| D | DOMINION ENERGY INC COM | $68 | 0.00% | 1 | 1 | — | $68 | 新建仓 |
| GAP | GAP INC COM | $57 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC ADS | $53 | 0.00% | 4 | 4 | — | $53 | 新建仓 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $52 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SFIX | STITCH FIX INC COM CL A | $41 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CXW | CORECIVIC INC COM | $30 | 0.00% | 1 | 1 | — | $30 | 新建仓 |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | $28 | 0.00% | 1 | 1 | — | $28 | 新建仓 |
| — | BLINK CHARGING CO COM | $25 | 0.00% | 39 | 39 | — | $25 | 新建仓 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $12 | 0.00% | 2 | 2 | — | $12 | 新建仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $6 | 0.00% | 6 | 2 | 50.0% | $2 | 加仓 |
| — | REVIVA PHARMACEUTCLS HLDGS INC COM NEW | $1 | 0.00% | 1 | 1 | — | $1 | 新建仓 |
| — | NOVABAY PHARMACEUTICALS INC COM SHS | $1 | 0.00% | 1 | 1 | — | $1 | 新建仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -7,048 | -100.0% | -$79.46万 | 清仓 |
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -360 | -100.0% | -$17.39万 | 清仓 |
| HEI | HEICO CORP NEW COM | $0 | 0.00% | 0 | -446 | -100.0% | -$14.40万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $0 | 0.00% | 0 | -521 | -100.0% | -$3.24万 | 清仓 |
| MFC | MANULIFE FINL CORP COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.12万 | 清仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER | $0 | 0.00% | 0 | -814 | -100.0% | -$2.16万 | 清仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -504 | -100.0% | -$1.61万 | 清仓 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $0 | 0.00% | 0 | -301 | -100.0% | -$1.22万 | 清仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $0 | 0.00% | 0 | -847 | -100.0% | -$1.11万 | 清仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | $0 | 0.00% | 0 | -416 | -100.0% | -$1.05万 | 清仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY | $0 | 0.00% | 0 | -364 | -100.0% | -$1.05万 | 清仓 |
| — | FRANKLIN ETHEREUM ETF | $0 | 0.00% | 0 | -326 | -100.0% | -$1.03万 | 清仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$9,668 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$8,061 | 清仓 |
| — | FIRST TR SR FLTG RATE INCOME F COM | $0 | 0.00% | 0 | -725 | -100.0% | -$7,250 | 清仓 |
| SNOW | SNOWFLAKE INC COM SHS | $0 | 0.00% | 0 | -28 | -100.0% | -$6,315 | 清仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 | $0 | 0.00% | 0 | -213 | -100.0% | -$6,238 | 清仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$4,984 | 清仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -24 | -100.0% | -$4,553 | 清仓 |