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 |
|---|---|---|---|---|---|---|---|---|
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -4,337 | -100.0% | -$42.23万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,714 | -100.0% | -$38.73万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -6,300 | -100.0% | -$38.65万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,800 | -100.0% | -$26.27万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,641 | -100.0% | -$26.21万 | 清仓 |
| PSIX | POWER SOLUTIONS INTL INC | $0 | 0.00% | 0 | -4,281 | -100.0% | -$26.06万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -2,045 | -100.0% | -$25.73万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -3,620 | -100.0% | -$22.15万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,275 | -100.0% | -$20.88万 | 清仓 |
| — | BEYOND MEAT INC | $1.47万 | 0.00% | 19,600 | 6,300 | 47.4% | $4,725 | 加仓 |
| EU | ENCORE ENERGY CORP | $3.56万 | 0.01% | 27,156 | 0 | 0.0% | — | 不变 |
| REI | RING ENERGY INC | $3.73万 | 0.01% | 34,500 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $12.84万 | 0.02% | 15,356 | 1,752 | 12.9% | $1.46万 | 加仓 |
| — | SENSUS HEALTHCARE INC | $15.73万 | 0.03% | 52,100 | 0 | 0.0% | — | 不变 |
| CDZI | CADIZ INC | $16.72万 | 0.03% | 40,000 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $18.63万 | 0.04% | 11,370 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $19.49万 | 0.04% | 11,281 | 381 | 3.5% | $6,584 | 加仓 |
| — | ORLA MNG LTD NEW | $19.87万 | 0.04% | 20,293 | 1,560 | 8.3% | $1.53万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $19.92万 | 0.04% | 13,305 | 1,860 | 16.3% | $2.78万 | 加仓 |
| SNOW | SNOWFLAKE INC | $20.36万 | 0.04% | 800 | 800 | — | $20.36万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $20.88万 | 0.04% | 123 | -18 | -12.8% | -$3.06万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $21.20万 | 0.04% | 1,808 | 0 | 0.0% | — | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $21.25万 | 0.04% | 1,553 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $21.26万 | 0.04% | 4,982 | 4,982 | — | $21.26万 | 新建仓 |
| ACWI | ISHARES TR | $21.33万 | 0.04% | 1,359 | 1,359 | — | $21.33万 | 新建仓 |
| OSK | OSHKOSH CORP | $21.49万 | 0.04% | 1,400 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $21.75万 | 0.04% | 339 | 339 | — | $21.75万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $21.85万 | 0.04% | 1,321 | 1,321 | — | $21.85万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $22.26万 | 0.04% | 4,046 | 4,046 | — | $22.26万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $22.44万 | 0.04% | 520 | 520 | — | $22.44万 | 新建仓 |
| XEL | XCEL ENERGY INC | $22.53万 | 0.04% | 2,806 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.59万 | 0.04% | 6,146 | -700 | -10.2% | -$2.57万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $22.69万 | 0.04% | 1,302 | 12 | 0.9% | $2,091 | 加仓 |
| SMH | VANECK ETF TRUST | $22.69万 | 0.04% | 346 | 346 | — | $22.69万 | 新建仓 |
| LPG | DORIAN LPG LTD | $22.85万 | 0.04% | 6,571 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $23.03万 | 0.04% | 929 | 929 | — | $23.03万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $23.08万 | 0.04% | 336 | 0 | 0.0% | — | 不变 |
| — | NATIONAL BANKSHARES INC VA | $23.48万 | 0.05% | 6,464 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $23.60万 | 0.05% | 1,000 | -1,100 | -52.4% | -$25.96万 | 重新持有 |
| COP | CONOCOPHILLIPS | $23.91万 | 0.05% | 2,300 | 700 | 43.8% | $7.28万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $24.46万 | 0.05% | 1,935 | -131 | -6.3% | -$1.66万 | 减仓 |
| IWB | ISHARES TR | $24.57万 | 0.05% | 600 | 600 | — | $24.57万 | 新建仓 |
| IWO | ISHARES TR | $24.70万 | 0.05% | 627 | 0 | 0.0% | — | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $24.91万 | 0.05% | 1,577 | -315 | -16.6% | -$4.98万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.72万 | 0.05% | 1,754 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $26.67万 | 0.05% | 5,612 | -7,800 | -58.2% | -$37.07万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $26.72万 | 0.05% | 3,703 | -8 | -0.2% | -$577 | 减仓 |
| WMT | WALMART INC | $27.02万 | 0.05% | 2,385 | -430 | -15.3% | -$4.87万 | 减仓 |
| CDE | COEUR MNG INC | $27.33万 | 0.05% | 16,747 | 548 | 3.4% | $8,943 | 加仓 |
| CRWV | COREWEAVE INC | $27.45万 | 0.05% | 2,758 | 2,758 | — | $27.45万 | 新建仓 |
| BA | BOEING CO | $27.60万 | 0.05% | 1,275 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $27.72万 | 0.05% | 3,836 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.96万 | 0.05% | 4,549 | 4,549 | — | $27.96万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.73万 | 0.06% | 6,785 | 1,200 | 21.5% | $5.08万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $28.96万 | 0.06% | 783 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $29.11万 | 0.06% | 565 | -278 | -33.0% | -$14.32万 | 减仓 |
| SHOP | SHOPIFY INC | $29.34万 | 0.06% | 2,570 | -400 | -13.5% | -$4.57万 | 减仓 |
| MCD | MCDONALDS CORP | $29.46万 | 0.06% | 1,090 | -48 | -4.2% | -$1.30万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $29.65万 | 0.06% | 9,059 | 9,059 | — | $29.65万 | 新建仓 |
| T | AT&T INC | $29.66万 | 0.06% | 14,327 | 3,099 | 27.6% | $6.42万 | 加仓 |
| IWF | ISHARES TR | $29.90万 | 0.06% | 2,408 | 2,408 | — | $29.90万 | 新建仓 |
| EMR | EMERSON ELEC CO | $30.06万 | 0.06% | 2,100 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $30.14万 | 0.06% | 3,131 | 400 | 14.6% | $3.85万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $30.57万 | 0.06% | 1,247 | 26 | 2.1% | $6,374 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $30.59万 | 0.06% | 3,050 | 0 | 0.0% | — | 不变 |
| NRIM | NORTHRIM BANCORP INC | $31.21万 | 0.06% | 11,252 | 0 | 0.0% | — | 不变 |
| — | STATE STR SPDR S&P 500 ETF T | $31.21万 | 0.06% | 418 | 418 | — | $31.21万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $32.02万 | 0.06% | 698 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $32.12万 | 0.06% | 13,340 | 5,807 | 77.1% | $13.98万 | 加仓 |
| KO | COCA COLA CO | $32.18万 | 0.06% | 3,960 | 839 | 26.9% | $6.82万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $32.55万 | 0.06% | 14,043 | -502 | -3.5% | -$1.16万 | 减仓 |
| IWM | ISHARES TR | $33.20万 | 0.06% | 1,105 | 1 | 0.1% | $300 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $33.58万 | 0.06% | 1,216 | 1,216 | — | $33.58万 | 新建仓 |
| EXEL | EXELIXIS INC | $33.62万 | 0.06% | 6,179 | 519 | 9.2% | $2.82万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $33.97万 | 0.07% | 6,514 | 6,514 | — | $33.97万 | 新建仓 |
| HUM | HUMANA INC | $34.31万 | 0.07% | 864 | 7 | 0.8% | $2,780 | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F | $34.53万 | 0.07% | 2,200 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $34.90万 | 0.07% | 3,087 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $35.30万 | 0.07% | 3,000 | -200 | -6.2% | -$2.35万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $35.88万 | 0.07% | 1,012 | 1,012 | — | $35.88万 | 新建仓 |
| SYK | STRYKER CORPORATION | $36.21万 | 0.07% | 1,150 | 300 | 35.3% | $9.45万 | 加仓 |
| VLO | VALERO ENERGY CORP | $36.46万 | 0.07% | 1,400 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $37.00万 | 0.07% | 272 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $37.31万 | 0.07% | 5,086 | 700 | 16.0% | $5.13万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $37.71万 | 0.07% | 5,813 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $38.45万 | 0.07% | 2,215 | 15 | 0.7% | $2,604 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $39.50万 | 0.08% | 5,300 | 200 | 3.9% | $1.49万 | 加仓 |
| ATI | ATI INC | $39.87万 | 0.08% | 2,023 | 2,023 | — | $39.87万 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC | $40.23万 | 0.08% | 25,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $40.23万 | 0.08% | 21,040 | 4,500 | 27.2% | $8.60万 | 加仓 |
| MET | METLIFE INC | $40.61万 | 0.08% | 4,800 | -1,000 | -17.2% | -$8.46万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $41.00万 | 0.08% | 9,153 | 79 | 0.9% | $3,538 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $41.56万 | 0.08% | 14,120 | 153 | 1.1% | $4,503 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $41.92万 | 0.08% | 3,405 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $43.09万 | 0.08% | 15,236 | -887 | -5.5% | -$2.51万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $43.35万 | 0.08% | 14,484 | 14,484 | — | $43.35万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $44.51万 | 0.09% | 1,027 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $48.11万 | 0.09% | 5,080 | 497 | 10.8% | $4.71万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $48.17万 | 0.09% | 3,805 | 135 | 3.7% | $1.71万 | 加仓 |
| WM | WASTE MGMT INC DEL | $48.63万 | 0.09% | 2,182 | 609 | 38.7% | $13.57万 | 加仓 |