MINDSET WEALTH MANAGEMENT, LLC
INDIANAPOLIS IN · SEC CIK 0002044232
$5.19亿2026Q2 申报市值
191持仓数
71.8%前十大占比 · 第一大 45.6%
20 / 9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
NVDA 加仓+$4,765.06万
UUUU 加仓+$1,051.03万
AAPL 加仓+$1,041.70万
META 加仓+$411.81万
AMZN 加仓+$186.50万
2026Q2 卖出最多 按季末市值估算
AU 清仓-$42.23万
HONEYWELL INTL I 清仓-$38.73万
CTSH 清仓-$38.65万
INTC 减仓-$38.45万
CSX 减仓-$37.07万
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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $50.58万 | 0.10% | 5,095 | 146 | 3.0% | $1.45万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $51.30万 | 0.10% | 4,753 | 72 | 1.5% | $7,771 | 加仓 |
| MTZ | MASTEC INC | $51.42万 | 0.10% | 1,236 | -217 | -14.9% | -$9.03万 | 减仓 |
| ALL | ALLSTATE CORP | $52.35万 | 0.10% | 2,200 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $52.51万 | 0.10% | 1,022 | -49 | -4.6% | -$2.52万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $53.09万 | 0.10% | 1,335 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $54.23万 | 0.10% | 1,994 | -270 | -11.9% | -$7.34万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $54.99万 | 0.11% | 6,834 | -36 | -0.5% | -$2,897 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $56.11万 | 0.11% | 1,884 | -399 | -17.5% | -$11.88万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $57.70万 | 0.11% | 1,388 | -192 | -12.2% | -$7.98万 | 减仓 |
| MGK | VANGUARD WORLD FD | $58.46万 | 0.11% | 6,650 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $59.47万 | 0.11% | 1,600 | 150 | 10.3% | $5.58万 | 加仓 |
| ETN | EATON CORP PLC | $59.83万 | 0.12% | 1,404 | 4 | 0.3% | $1,704 | 加仓 |
| BAC | BANK OF AMER CORP | $60.19万 | 0.12% | 10,563 | -174 | -1.6% | -$9,914 | 减仓 |
| CVX | CHEVRON CORPORATION | $60.40万 | 0.12% | 3,644 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $60.75万 | 0.12% | 6,347 | 16 | 0.3% | $1,531 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $62.30万 | 0.12% | 51,785 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $62.93万 | 0.12% | 8,746 | -1,000 | -10.3% | -$7.20万 | 减仓 |
| ASML | ASML HLDG NV | $65.05万 | 0.13% | 327 | -160 | -32.9% | -$31.83万 | 减仓 |
| SSO | PROSHARES TR | $65.18万 | 0.13% | 9,674 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $66.42万 | 0.13% | 3,870 | 59 | 1.5% | $1.01万 | 加仓 |
| AMAT | APPLIED MATLS INC | $66.88万 | 0.13% | 925 | -300 | -24.5% | -$21.69万 | 减仓 |
| OMER | OMEROS CORP | $67.14万 | 0.13% | 70,600 | 11,100 | 18.7% | $10.56万 | 加仓 |
| SITM | SITIME CORP | $68.59万 | 0.13% | 920 | -20 | -2.1% | -$1.49万 | 减仓 |
| KR | KROGER CO | $69.73万 | 0.13% | 12,557 | 1,285 | 11.4% | $7.14万 | 加仓 |
| CLS | CELESTICA INC | $70.77万 | 0.14% | 1,940 | -392 | -16.8% | -$14.30万 | 减仓 |
| GE | GE AEROSPACE | $71.72万 | 0.14% | 1,919 | 110 | 6.1% | $4.11万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $73.28万 | 0.14% | 14,125 | 314 | 2.3% | $1.63万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $74.11万 | 0.14% | 992 | 301 | 43.6% | $22.49万 | 加仓 |
| CVS | CVS HEALTH CORP | $74.50万 | 0.14% | 7,202 | 1 | 0.0% | $103 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $77.24万 | 0.15% | 18,900 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $81.83万 | 0.16% | 2,910 | -49 | -1.7% | -$1.38万 | 减仓 |
| GMED | GLOBUS MED INC | $82.29万 | 0.16% | 10,415 | -100 | -1.0% | -$7,901 | 减仓 |
| QCOM | QUALCOMM INC | $83.81万 | 0.16% | 4,535 | 437 | 10.7% | $8.08万 | 加仓 |
| AGX | ARGAN INC | $86.00万 | 0.17% | 1,077 | -227 | -17.4% | -$18.13万 | 减仓 |
| HUBB | HUBBELL INC | $93.91万 | 0.18% | 1,795 | 90 | 5.3% | $4.71万 | 加仓 |
| ALAB | ASTERA LABS INC | $95.11万 | 0.18% | 1,969 | -303 | -13.3% | -$14.64万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $96.88万 | 0.19% | 1,129 | -277 | -19.7% | -$23.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $98.23万 | 0.19% | 3,001 | -96 | -3.1% | -$3.14万 | 减仓 |
| FIX | COMFORT SYS USA INC | $99.10万 | 0.19% | 500 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $100.13万 | 0.19% | 5,256 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $102.54万 | 0.20% | 3,063 | -444 | -12.7% | -$14.86万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $102.63万 | 0.20% | 18,492 | 1,090 | 6.3% | $6.05万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $103.32万 | 0.20% | 6,082 | -822 | -11.9% | -$13.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $107.71万 | 0.21% | 2,114 | 208 | 10.9% | $10.60万 | 加仓 |
| HAS | HASBRO INC | $112.44万 | 0.22% | 13,614 | 472 | 3.6% | $3.90万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $113.36万 | 0.22% | 1,159 | 11 | 1.0% | $1.08万 | 加仓 |
| NFLX | NETFLIX INC. | $119.03万 | 0.23% | 16,671 | 4,888 | 41.5% | $34.90万 | 加仓 |
| ORCL | ORACLE CORP | $122.33万 | 0.24% | 8,347 | 2,113 | 33.9% | $30.97万 | 加仓 |
| TXN | TEXAS INSTRS INC | $122.57万 | 0.24% | 4,112 | 197 | 5.0% | $5.87万 | 加仓 |
| TMUS | T-MOBILE US INC | $123.08万 | 0.24% | 7,338 | 516 | 7.6% | $8.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $123.84万 | 0.24% | 4,876 | 442 | 10.0% | $11.23万 | 加仓 |
| COHR | COHERENT CORP | $123.98万 | 0.24% | 3,143 | 54 | 1.7% | $2.13万 | 加仓 |
| B | BARRICK MNG CORP | $124.06万 | 0.24% | 33,777 | 2,968 | 9.6% | $10.90万 | 加仓 |
| INTC | INTEL CORP | $126.32万 | 0.24% | 9,047 | -2,754 | -23.3% | -$38.45万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $126.85万 | 0.24% | 1,356 | 444 | 48.7% | $41.53万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $129.17万 | 0.25% | 14,163 | 465 | 3.4% | $4.24万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $131.07万 | 0.25% | 7,245 | -498 | -6.4% | -$9.01万 | 减仓 |
| CSCO | CISCO SYS INC | $133.32万 | 0.26% | 11,350 | 1,810 | 19.0% | $21.26万 | 加仓 |
| QLD | PROSHARES TR | $135.73万 | 0.26% | 14,028 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $136.71万 | 0.26% | 1,164 | 3 | 0.3% | $3,523 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $137.35万 | 0.26% | 236,396 | -1,202 | -0.5% | -$6,984 | 减仓 |
| FNB | F N B CORP | $144.70万 | 0.28% | 75,839 | -5,250 | -6.5% | -$10.02万 | 减仓 |
| MS | MORGAN STANLEY | $152.25万 | 0.29% | 7,283 | 614 | 9.2% | $12.84万 | 加仓 |
| LLY | ELI LILLY & CO | $156.21万 | 0.30% | 1,302 | 39 | 3.1% | $4.68万 | 加仓 |
| CMI | CUMMINS INC | $163.25万 | 0.31% | 2,289 | 61 | 2.7% | $4.35万 | 加仓 |
| OKE | ONEOK INC NEW | $168.36万 | 0.32% | 19,365 | 105 | 0.5% | $9,129 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $175.75万 | 0.34% | 2,303 | -50 | -2.1% | -$3.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $175.99万 | 0.34% | 3,517 | -12 | -0.3% | -$6,005 | 减仓 |
| RTX | RTX CORPORATION | $176.90万 | 0.34% | 9,324 | 738 | 8.6% | $14.00万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $183.53万 | 0.35% | 3,707 | 404 | 12.2% | $20.00万 | 加仓 |
| TFC | TRUIST FINL CORP | $185.85万 | 0.36% | 37,304 | 993 | 2.7% | $4.95万 | 加仓 |
| CAT | CATERPILLAR INC | $188.04万 | 0.36% | 1,766 | 200 | 12.8% | $21.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $191.57万 | 0.37% | 16,420 | 3,734 | 29.4% | $43.56万 | 加仓 |
| ABBV | ABBVIE INC | $193.61万 | 0.37% | 7,694 | 363 | 5.0% | $9.13万 | 加仓 |
| TSLA | TESLA INC | $217.95万 | 0.42% | 5,182 | 51 | 1.0% | $2.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $222.69万 | 0.43% | 6,530 | 4,600 | 238.3% | $156.87万 | 加仓 |
| PEP | PEPSICO INC | $227.13万 | 0.44% | 16,775 | 200 | 1.2% | $2.71万 | 加仓 |
| V | VISA INC | $232.62万 | 0.45% | 6,780 | 310 | 4.8% | $10.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $233.58万 | 0.45% | 6,262 | 1,153 | 22.6% | $43.01万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $241.81万 | 0.47% | 5,063 | 3,550 | 234.6% | $169.55万 | 加仓 |
| — | EXXON MOBIL CORP | $247.92万 | 0.48% | 18,133 | 152 | 0.8% | $2.08万 | 加仓 |
| MRK | MERCK & CO INC | $256.54万 | 0.49% | 19,964 | 867 | 4.5% | $11.14万 | 加仓 |
| KLAC | KLA CORP | $273.98万 | 0.53% | 9,081 | 171 | 1.9% | $5.16万 | 加仓 |
| QQQ | INVESCO QQQ TR | $297.86万 | 0.57% | 4,045 | -4 | -0.1% | -$2,945 | 减仓 |
| YUM | YUM BRANDS INC | $314.28万 | 0.61% | 19,660 | -400 | -2.0% | -$6.39万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $317.24万 | 0.61% | 9,379 | 161 | 1.7% | $5.45万 | 加仓 |
| GOOG | ALPHABET INC | $322.06万 | 0.62% | 9,115 | 2,663 | 41.3% | $94.09万 | 加仓 |
| AVGO | BROADCOM INC | $469.35万 | 0.90% | 12,425 | 1,002 | 8.8% | $37.85万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $488.87万 | 0.94% | 5,066 | 72 | 1.4% | $6.95万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $517.32万 | 1.00% | 4,482 | 451 | 11.2% | $52.06万 | 加仓 |
| GOOGL | ALPHABET INC | $542.19万 | 1.04% | 15,172 | 830 | 5.8% | $29.66万 | 加仓 |
| GLW | CORNING INC | $564.68万 | 1.09% | 22,107 | 381 | 1.8% | $9.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $640.74万 | 1.23% | 11,030 | -185 | -1.6% | -$10.75万 | 减仓 |
| CME | CME GROUP INC | $695.61万 | 1.34% | 31,500 | 500 | 1.6% | $11.04万 | 加仓 |
| META | META PLATFORMS INC | $716.16万 | 1.38% | 12,714 | 7,311 | 135.3% | $411.81万 | 加仓 |
| AMZN | AMAZON COM INC | $1,020.82万 | 1.97% | 42,830 | 7,825 | 22.4% | $186.50万 | 加仓 |
| UUUU | ENERGY FUELS INC | $1,486.32万 | 2.86% | 1,025,050 | 724,850 | 241.5% | $1,051.03万 | 加仓 |
| AAPL | APPLE INC | $7,417.97万 | 14.28% | 256,358 | 36,000 | 16.3% | $1,041.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.37亿 | 45.62% | 1,184,129 | 238,146 | 25.2% | $4,765.06万 | 加仓 |