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 |
|---|---|---|---|---|---|---|---|---|
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $0 | 0.00% | 0 | -51 | -100.0% | -$4,439 | 清仓 |
| IWC | ISHARES MICRO-CAP ETF | $0 | 0.00% | 0 | -27 | -100.0% | -$4,025 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$3,919 | 清仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $0 | 0.00% | 0 | -72 | -100.0% | -$3,711 | 清仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $0 | 0.00% | 0 | -36 | -100.0% | -$3,608 | 清仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $0 | 0.00% | 0 | -46 | -100.0% | -$3,421 | 清仓 |
| SNAP | SNAP INC CL A | $0 | 0.00% | 0 | -435 | -100.0% | -$3,354 | 清仓 |
| CCL | CARNIVAL CORP PAIRED CTF | $0 | 0.00% | 0 | -100 | -100.0% | -$2,891 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -102 | -100.0% | -$2,695 | 清仓 |
| CVNA | CARVANA CO CL A | $0 | 0.00% | 0 | -35 | -100.0% | -$2,641 | 清仓 |
| — | ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 MAR/SEP ETF | $0 | 0.00% | 0 | -79 | -100.0% | -$2,434 | 清仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $0 | 0.00% | 0 | -87 | -100.0% | -$2,063 | 清仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$1,747 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $0 | 0.00% | 0 | -56 | -100.0% | -$1,460 | 清仓 |
| MCGA | YORKVILLE ACQUISITION CORP. SHS CL A | $0 | 0.00% | 0 | -137 | -100.0% | -$1,460 | 清仓 |
| — | BIG 5 SPORTING GOODS CORP COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1,440 | 清仓 |
| — | ALPS MEDICAL BREAKTHROUGHS ETF | $0 | 0.00% | 0 | -37 | -100.0% | -$1,438 | 清仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $0 | 0.00% | 0 | -27 | -100.0% | -$1,244 | 清仓 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $0 | 0.00% | 0 | -450 | -100.0% | -$1,161 | 清仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $0 | 0.00% | 0 | -19 | -100.0% | -$875 | 清仓 |
| — | WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND | $0 | 0.00% | 0 | -27 | -100.0% | -$826 | 清仓 |
| FVRR | FIVERR INTL LTD ORD SHS | $0 | 0.00% | 0 | -27 | -100.0% | -$659 | 清仓 |
| RLY | SPDR SSGA MULTI-ASSET REAL RETURN ETF | $0 | 0.00% | 0 | -19 | -100.0% | -$587 | 清仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$498 | 清仓 |
| MGA | MAGNA INTL INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$474 | 清仓 |
| CCI | CROWN CASTLE INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$386 | 清仓 |
| TRP | TC ENERGY CORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$218 | 清仓 |
| VTRS | VIATRIS INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$145 | 清仓 |
| OGN | ORGANON & CO COMMON STOCK | $0 | 0.00% | 0 | -12 | -100.0% | -$130 | 清仓 |
| — | LIVE VENTURES INC COM NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$92 | 清仓 |
| DNP | DNP SELECT INCOME FD INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$10 | 清仓 |