Mascagni Wealth Management, Inc.
CLINTON MS · SEC CIK 0002063074
$1.61亿2026Q2 申报市值
142持仓数
35.7%前十大占比 · 第一大 6.2%
16 / 4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
XOM 新建仓+$116.59万
MU 新建仓+$61.86万
JPM 加仓+$51.58万
SPCX 新建仓+$50.40万
SOXX 新建仓+$31.85万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$146.81万
RNST 减仓-$44.75万
SPY 减仓-$41.53万
HBAN 减仓-$39.79万
SPYG 减仓-$39.21万
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 |
|---|---|---|---|---|---|---|---|---|
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $102.24万 | 0.64% | 15,129 | 269 | 1.8% | $1.82万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $102.94万 | 0.64% | 4,838 | -827 | -14.6% | -$17.60万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $104.13万 | 0.65% | 3,307 | 76 | 2.4% | $2.39万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX ETF | $109.62万 | 0.68% | 12,726 | 0 | 0.0% | — | 不变 |
| SGVT | SCHWAB GOVERNMENT MONEY MARKET ETF | $109.96万 | 0.68% | 10,916 | 1,623 | 17.5% | $16.35万 | 加仓 |
| FFLC | FIDELITY FNDMNTL LARGE CORE ETF | $111.46万 | 0.69% | 18,920 | 1,512 | 8.7% | $8.91万 | 加仓 |
| XOM | EXXON MOBIL CORP | $116.59万 | 0.72% | 8,527 | 8,527 | — | $116.59万 | 新建仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $124.30万 | 0.77% | 30,975 | 1,317 | 4.4% | $5.29万 | 加仓 |
| XLK | SPDR TECHNOLOGY SECTOR ETF | $126.53万 | 0.79% | 6,641 | -71 | -1.1% | -$1.35万 | 减仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $127.10万 | 0.79% | 7,470 | 47 | 0.6% | $7,997 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUE INDEX ETF | $129.29万 | 0.80% | 5,321 | -312 | -5.5% | -$7.58万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $129.47万 | 0.80% | 11,097 | -933 | -7.8% | -$10.89万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $130.44万 | 0.81% | 25,794 | -1,689 | -6.1% | -$8.54万 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $136.45万 | 0.85% | 9,444 | 607 | 6.9% | $8.77万 | 加仓 |
| SPY | SPDR S&P 500 INDEX ETF | $145.34万 | 0.90% | 1,946 | -556 | -22.2% | -$41.53万 | 减仓 |
| AVGO | BROADCOM INC | $150.69万 | 0.94% | 3,989 | -832 | -17.3% | -$31.43万 | 减仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $153.67万 | 0.95% | 19,351 | -427 | -2.2% | -$3.39万 | 减仓 |
| BUFR | FIRST TRUST LADDERED BUFFER ETF | $155.71万 | 0.97% | 42,624 | -120 | -0.3% | -$4,384 | 减仓 |
| QQQ | INVESCO QQQ TRUST ETF | $157.28万 | 0.98% | 2,136 | -228 | -9.6% | -$16.79万 | 减仓 |
| VIG | VANGUARD DIV APPR INDEX ETF | $157.77万 | 0.98% | 6,668 | 7 | 0.1% | $1,656 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $158.33万 | 0.98% | 4,431 | 84 | 1.9% | $3.00万 | 加仓 |
| FSMD | FIDELITY SM-MID MLTFCTR ETF | $164.56万 | 1.02% | 31,137 | 3,310 | 11.9% | $17.49万 | 加仓 |
| SPIB | SPDR INTM TERM CORP BOND ETF | $165.03万 | 1.03% | 49,322 | -2,366 | -4.6% | -$7.92万 | 减仓 |
| IJR | ISHARES S&P SMALL CAP ETF | $174.95万 | 1.09% | 11,796 | -601 | -4.8% | -$8.91万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $178.06万 | 1.11% | 11,267 | -32 | -0.3% | -$5,057 | 减仓 |
| VO | VANGUARD MID-CAP INDEX ETF | $181.66万 | 1.13% | 22,547 | -225 | -1.0% | -$1.81万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $181.92万 | 1.13% | 6,005 | -23 | -0.4% | -$6,968 | 减仓 |
| SPYG | SPDR S&P 500 GROWTH ETF | $190.50万 | 1.18% | 16,010 | -3,295 | -17.1% | -$39.21万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX ETF | $190.61万 | 1.18% | 6,223 | -78 | -1.2% | -$2.39万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $193.42万 | 1.20% | 45,694 | 933 | 2.1% | $3.95万 | 加仓 |
| META | META PLATFORMS INC CL A | $209.40万 | 1.30% | 3,717 | -41 | -1.1% | -$2.31万 | 减仓 |
| AMZN | AMAZON COM INC COM | $222.09万 | 1.38% | 9,318 | 76 | 0.8% | $1.81万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $267.39万 | 1.66% | 58,779 | -4,279 | -6.8% | -$19.47万 | 减仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $297.92万 | 1.85% | 109,009 | 6,489 | 6.3% | $17.73万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $300.52万 | 1.87% | 32,096 | -883 | -2.7% | -$8.27万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $303.34万 | 1.88% | 79,910 | 1,006 | 1.3% | $3.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $350.85万 | 2.18% | 9,406 | 51 | 0.5% | $1.90万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $407.14万 | 2.53% | 6,207 | -147 | -2.3% | -$9.64万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $434.45万 | 2.70% | 156,841 | 1,803 | 1.2% | $4.99万 | 加仓 |
| HYDB | ISHARES HIGH YIELD BOND ETF | $454.22万 | 2.82% | 97,118 | -7,954 | -7.6% | -$37.20万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $563.04万 | 3.50% | 34,854 | 440 | 1.3% | $7.11万 | 加仓 |
| AAPL | APPLE INC COM | $580.94万 | 3.61% | 20,077 | -215 | -1.1% | -$6.22万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $611.46万 | 3.80% | 54,169 | -1,158 | -2.1% | -$13.07万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $656.63万 | 4.08% | 133,244 | -1,454 | -1.1% | -$7.17万 | 减仓 |
| NVDA | NVIDIA CORP | $690.70万 | 4.29% | 34,519 | 183 | 0.5% | $3.66万 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $996.13万 | 6.19% | 81,824 | 583 | 0.7% | $7.10万 | 加仓 |