MINDSET WEALTH MANAGEMENT, LLC
INDIANAPOLIS IN · SEC CIK 0002044232
$3.72亿2026Q1 申报市值
176持仓数
69.7%前十大占比 · 第一大 44.3%
14 / 18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
UUUU 加仓+$529.43万
PEP 新建仓+$257.39万
ROK 新建仓+$118.54万
MCHP 新建仓+$88.50万
EXXON MOBIL CORP 加仓+$50.47万
2026Q1 卖出最多 按季末市值估算
PFF 清仓-$77.60万
HD 清仓-$68.76万
IRM 清仓-$64.27万
CI 清仓-$52.10万
LITE 减仓-$38.09万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MET | METLIFE INC | $41.02万 | 0.11% | 5,800 | -500 | -7.9% | -$3.54万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $38.82万 | 0.10% | 6,870 | -1,198 | -14.8% | -$6.77万 | 减仓 |
| — | HONEYWELL INTL INC | $38.73万 | 0.10% | 1,714 | -297 | -14.8% | -$6.71万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $38.65万 | 0.10% | 6,300 | 1,200 | 23.5% | $7.36万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $38.38万 | 0.10% | 5,100 | -900 | -15.0% | -$6.77万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $37.46万 | 0.10% | 1,450 | -343 | -19.1% | -$8.86万 | 减仓 |
| BX | BLACKSTONE INC | $36.80万 | 0.10% | 3,200 | -15 | -0.5% | -$1,725 | 减仓 |
| WM | WASTE MGMT INC DEL | $36.15万 | 0.10% | 1,573 | 306 | 24.2% | $7.03万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.81万 | 0.10% | 13,967 | 5 | 0.0% | $128 | 加仓 |
| MCD | MCDONALDS CORP | $35.37万 | 0.09% | 1,138 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $35.23万 | 0.09% | 2,970 | -107 | -3.5% | -$1.27万 | 减仓 |
| WMT | WALMART INC | $34.99万 | 0.09% | 2,815 | -555 | -16.5% | -$6.90万 | 减仓 |
| VLO | VALERO ENERGY CORP | $34.59万 | 0.09% | 1,400 | 0 | 0.0% | — | 不变 |
| BKD | BROOKDALE SR LIVING INC | $34.20万 | 0.09% | 25,000 | 25,000 | — | $34.20万 | 新建仓 |
| AEE | AMEREN CORP | $33.93万 | 0.09% | 3,087 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $33.55万 | 0.09% | 843 | 47 | 5.9% | $1.87万 | 加仓 |
| T | AT&T INC | $32.55万 | 0.09% | 11,228 | -256 | -2.2% | -$7,421 | 减仓 |
| SITM | SITIME CORP | $32.46万 | 0.09% | 940 | -48 | -4.9% | -$1.66万 | 减仓 |
| ET | ENERGY TRANSFER L P | $31.92万 | 0.09% | 16,540 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $31.15万 | 0.08% | 14,545 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $31.02万 | 0.08% | 698 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $30.94万 | 0.08% | 1,930 | -164 | -7.8% | -$2.63万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $30.43万 | 0.08% | 2,200 | 14 | 0.6% | $1,936 | 加仓 |
| CDE | COEUR MNG INC | $30.41万 | 0.08% | 16,199 | -140 | -0.9% | -$2,628 | 减仓 |
| — | ORLA MNG LTD NEW | $30.22万 | 0.08% | 18,733 | 18,733 | — | $30.22万 | 新建仓 |
| GWW | WW GRAINGER INC | $29.67万 | 0.08% | 272 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $29.62万 | 0.08% | 2,200 | -142 | -6.1% | -$1.91万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.04万 | 0.08% | 5,585 | -574 | -9.3% | -$2.88万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $28.01万 | 0.08% | 1,892 | 19 | 1.0% | $2,813 | 加仓 |
| SYK | STRYKER CORPORATION | $27.93万 | 0.07% | 850 | 100 | 13.3% | $3.29万 | 加仓 |
| EMR | EMERSON ELEC CO | $27.51万 | 0.07% | 2,100 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $27.38万 | 0.07% | 1,104 | -99 | -8.2% | -$2.46万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $26.69万 | 0.07% | 3,711 | 8 | 0.2% | $575 | 加仓 |
| ES | EVERSOURCE ENERGY | $26.57万 | 0.07% | 3,836 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $26.32万 | 0.07% | 2,731 | -158 | -5.5% | -$1.52万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $26.27万 | 0.07% | 5,800 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $26.21万 | 0.07% | 1,641 | 236 | 16.8% | $3.77万 | 加仓 |
| PSIX | POWER SOLUTIONS INTL INC | $26.06万 | 0.07% | 4,281 | 4,281 | — | $26.06万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.91万 | 0.07% | 6,846 | 0 | 0.0% | — | 不变 |
| NRIM | NORTHRIM BANCORP INC | $25.74万 | 0.07% | 11,252 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $25.73万 | 0.07% | 2,045 | -90 | -4.2% | -$1.13万 | 减仓 |
| BA | BOEING CO | $25.38万 | 0.07% | 1,275 | -85 | -6.2% | -$1.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.33万 | 0.07% | 1,754 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $25.10万 | 0.07% | 783 | 81 | 11.5% | $2.60万 | 加仓 |
| ALAB | ASTERA LABS INC | $24.90万 | 0.07% | 2,272 | -141 | -5.8% | -$1.55万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $24.70万 | 0.07% | 4,386 | -1,100 | -20.1% | -$6.19万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $24.69万 | 0.07% | 2,066 | 17 | 0.8% | $2,032 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $24.41万 | 0.07% | 1,221 | -309 | -20.2% | -$6.18万 | 减仓 |
| MELI | MERCADOLIBRE INC | $24.38万 | 0.07% | 141 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $24.28万 | 0.07% | 5,660 | -335 | -5.6% | -$1.44万 | 减仓 |
| SEZL | SEZZLE INC | $24.12万 | 0.06% | 3,811 | -381 | -9.1% | -$2.41万 | 减仓 |
| KO | COCA COLA CO | $23.74万 | 0.06% | 3,121 | 47 | 1.5% | $3,574 | 加仓 |
| — | NATIONAL BANKSHARES INC VA | $23.54万 | 0.06% | 6,464 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $22.61万 | 0.06% | 2,283 | -645 | -22.0% | -$6.39万 | 减仓 |
| LPG | DORIAN LPG LTD | $22.47万 | 0.06% | 6,571 | -629 | -8.7% | -$2.15万 | 重新持有 |
| XEL | XCEL ENERGY INC | $22.29万 | 0.06% | 2,806 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $22.20万 | 0.06% | 1,290 | 1,290 | — | $22.20万 | 新建仓 |
| O | REALTY INCOME CORP | $22.15万 | 0.06% | 3,620 | -927 | -20.4% | -$5.67万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.93万 | 0.06% | 1,027 | 1,027 | — | $21.93万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $21.25万 | 0.06% | 2,264 | -215 | -8.7% | -$2.02万 | 减仓 |
| QXO | QXO INC | $21.17万 | 0.06% | 10,900 | -1,756 | -13.9% | -$3.41万 | 减仓 |
| PFE | PFIZER INC | $21.15万 | 0.06% | 7,533 | 7,533 | — | $21.15万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $21.14万 | 0.06% | 3,050 | 200 | 7.0% | $1.39万 | 加仓 |
| COP | CONOCOPHILLIPS | $21.12万 | 0.06% | 1,600 | 1,600 | — | $21.12万 | 新建仓 |
| GDX | VANECK ETF TRUST | $20.88万 | 0.06% | 2,275 | 2,275 | — | $20.88万 | 新建仓 |
| — | SENSUS HEALTHCARE INC | $20.74万 | 0.06% | 52,100 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $20.61万 | 0.06% | 1,400 | 1,400 | — | $20.61万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.36万 | 0.05% | 1,553 | 1,553 | — | $20.36万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $20.08万 | 0.05% | 336 | 0 | 0.0% | — | 不变 |
| CDZI | CADIZ INC | $19.64万 | 0.05% | 40,000 | 2,000 | 5.3% | $9,820 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $19.16万 | 0.05% | 11,445 | 474 | 4.3% | $7,935 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $18.71万 | 0.05% | 11,370 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $14.91万 | 0.04% | 13,604 | -304 | -2.2% | -$3,332 | 减仓 |
| REI | RING ENERGY INC | $5.28万 | 0.01% | 34,500 | -32,900 | -48.8% | -$5.03万 | 减仓 |
| EU | ENCORE ENERGY CORP | $4.89万 | 0.01% | 27,156 | 27,156 | — | $4.89万 | 新建仓 |
| — | BEYOND MEAT INC | $9,331 | 0.00% | 13,300 | 2,400 | 22.0% | $1,684 | 加仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -25,065 | -100.0% | -$77.60万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,998 | -100.0% | -$68.76万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -7,748 | -100.0% | -$64.27万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -1,893 | -100.0% | -$52.10万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -4,875 | -100.0% | -$31.73万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -10,416 | -100.0% | -$31.50万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -2,390 | -100.0% | -$31.08万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,150 | -100.0% | -$30.47万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,329 | -100.0% | -$28.54万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -750 | -100.0% | -$26.25万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -2,818 | -100.0% | -$24.37万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$23.35万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -7,215 | -100.0% | -$21.12万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -2,532 | -100.0% | -$20.26万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -5,694 | -100.0% | -$20.22万 | 清仓 |
| ASM | AVINO SILVER & GOLD MINES LT | $0 | 0.00% | 0 | -16,354 | -100.0% | -$10.16万 | 清仓 |
| ITRG | INTEGRA RES CORP | $0 | 0.00% | 0 | -12,340 | -100.0% | -$4.95万 | 清仓 |
| — | ASSERTIO HOLDINGS INC | $0 | 0.00% | 0 | -139 | -100.0% | -$2,170 | 清仓 |