Mission Hills Financial Advisory, LLC
SAN DIEGO CA · SEC CIK 0002043220
$1.95亿2026Q1 申报市值
54持仓数
67.6%前十大占比 · 第一大 8.9%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FTSL 加仓+$98.49万
SPHY 加仓+$76.73万
PDI 加仓+$71.38万
MINT 加仓+$67.80万
QYLD 加仓+$59.94万
2026Q1 卖出最多 按季末市值估算
INVESCO EXCH TRA 清仓-$37.78万
BDX 清仓-$21.25万
SRLN 减仓-$14.04万
PSI 减仓-$1.78万
ITA 减仓-$656
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -8,576 | -100.0% | -$37.78万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,095 | -100.0% | -$21.25万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $11.36万 | 0.06% | 11,570 | 300 | 2.7% | $2,946 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $13.02万 | 0.07% | 25,533 | 11,921 | 87.6% | $6.08万 | 加仓 |
| IVV | ISHARES TR | $20.18万 | 0.10% | 309 | 309 | — | $20.18万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.61万 | 0.11% | 996 | 996 | — | $20.61万 | 新建仓 |
| REGL | PROSHARES TR | $21.44万 | 0.11% | 2,482 | 10 | 0.4% | $864 | 加仓 |
| — | EXXON MOBIL CORP | $21.58万 | 0.11% | 1,272 | 1,272 | — | $21.58万 | 新建仓 |
| DGRO | ISHARES TR | $22.03万 | 0.11% | 3,139 | 10 | 0.3% | $702 | 加仓 |
| DVY | ISHARES TR | $22.68万 | 0.12% | 1,498 | 8 | 0.5% | $1,211 | 加仓 |
| AMZN | AMAZON COM INC | $22.99万 | 0.12% | 1,104 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO EXCH TRADED FD TR II | $23.27万 | 0.12% | 4,181 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $23.32万 | 0.12% | 4,200 | 4,200 | — | $23.32万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $24.09万 | 0.12% | 403 | 80 | 24.8% | $4.78万 | 加仓 |
| PFXF | VANECK ETF TRUST | $24.64万 | 0.13% | 14,046 | 2,640 | 23.1% | $4.63万 | 加仓 |
| GOOGL | ALPHABET INC | $25.25万 | 0.13% | 878 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $26.86万 | 0.14% | 3,612 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $28.56万 | 0.15% | 13,994 | 2,731 | 24.2% | $5.57万 | 加仓 |
| XOP | SPDR SERIES TRUST | $31.20万 | 0.16% | 1,716 | 1,716 | — | $31.20万 | 新建仓 |
| O | REALTY INCOME CORP | $32.93万 | 0.17% | 5,382 | 447 | 9.1% | $2.73万 | 加仓 |
| GLD | SPDR GOLD TR | $35.24万 | 0.18% | 819 | 102 | 14.2% | $4.39万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $37.28万 | 0.19% | 6,577 | 67 | 1.0% | $3,797 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $40.65万 | 0.21% | 10,128 | -3,498 | -25.7% | -$14.04万 | 减仓 |
| MLPX | GLOBAL X FDS | $43.11万 | 0.22% | 5,830 | 400 | 7.4% | $2.96万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $54.55万 | 0.28% | 2,331 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $63.38万 | 0.32% | 19,079 | 15 | 0.1% | $498 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $67.76万 | 0.35% | 1,042 | 202 | 24.0% | $13.14万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $72.61万 | 0.37% | 28,057 | 4,576 | 19.5% | $11.84万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $74.75万 | 0.38% | 19,029 | 2,143 | 12.7% | $8.42万 | 加仓 |
| ITA | ISHARES TR | $76.63万 | 0.39% | 3,503 | -3 | -0.1% | -$656 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $83.18万 | 0.43% | 17,395 | 9,889 | 131.7% | $47.29万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $84.58万 | 0.43% | 112,170 | 25,286 | 29.1% | $19.07万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $86.92万 | 0.44% | 23,911 | 1,246 | 5.5% | $4.53万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $138.84万 | 0.71% | 14,711 | -189 | -1.3% | -$1.78万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $148.81万 | 0.76% | 61,315 | 20,386 | 49.8% | $49.48万 | 加仓 |
| AAPL | APPLE INC | $165.95万 | 0.85% | 6,539 | 800 | 13.9% | $20.30万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $215.10万 | 1.10% | 92,241 | 32,904 | 55.5% | $76.73万 | 加仓 |
| REZ | ISHARES TR | $225.82万 | 1.16% | 27,139 | 502 | 1.9% | $4.18万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $386.12万 | 1.98% | 18,762 | 308 | 1.7% | $6.34万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $414.91万 | 2.12% | 50,612 | 1,193 | 2.4% | $9.78万 | 加仓 |
| XBI | SPDR SERIES TRUST | $463.86万 | 2.37% | 36,316 | 414 | 1.2% | $5.29万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $467.05万 | 2.39% | 203,066 | 7,673 | 3.9% | $17.65万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $490.28万 | 2.51% | 44,988 | 584 | 1.3% | $6.36万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $491.23万 | 2.51% | 52,125 | 798 | 1.6% | $7.52万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $700.51万 | 3.59% | 156,365 | 21,984 | 16.4% | $98.49万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $774.80万 | 3.97% | 67,427 | 1,197 | 1.8% | $13.75万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,072.04万 | 5.49% | 854,897 | 46,176 | 5.7% | $57.90万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,106.95万 | 5.67% | 360,805 | 8,488 | 2.4% | $26.04万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,126.94万 | 5.77% | 175,865 | 2,639 | 1.5% | $16.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,188.43万 | 6.08% | 20,590 | 257 | 1.3% | $14.83万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $1,239.10万 | 6.34% | 724,194 | 41,718 | 6.1% | $71.38万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $1,271.33万 | 6.51% | 1,055,044 | 46,797 | 4.6% | $56.39万 | 加仓 |
| QYLD | GLOBAL X FDS | $1,352.73万 | 6.93% | 788,765 | 34,953 | 4.6% | $59.94万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $1,509.32万 | 7.73% | 1,268,336 | 38,402 | 3.1% | $45.70万 | 加仓 |
| BIZD | VANECK ETF TRUST | $1,600.09万 | 8.19% | 1,250,070 | 37,818 | 3.1% | $48.41万 | 加仓 |
| MINT | PIMCO ETF TR | $1,747.02万 | 8.94% | 173,712 | 6,742 | 4.0% | $67.80万 | 加仓 |