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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP COM | $32.18万 | 0.20% | 1,183 | -28 | -2.3% | -$7,616 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $31.85万 | 0.20% | 497 | 497 | — | $31.85万 | 新建仓 |
| IMFL | INVESCO INTL DEV DYNAMIC MLTFCTR ETF | $31.18万 | 0.19% | 9,080 | 9,080 | — | $31.18万 | 新建仓 |
| SPSM | SPDR SMALL CAP ETF | $30.85万 | 0.19% | 5,349 | 51 | 1.0% | $2,941 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $30.66万 | 0.19% | 2,351 | 20 | 0.9% | $2,608 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.15万 | 0.19% | 519 | 519 | — | $30.15万 | 新建仓 |
| VTV | VANGUARD VALUE INDEX ETF | $29.49万 | 0.18% | 1,353 | 132 | 10.8% | $2.88万 | 加仓 |
| PEP | PEPSICO INC | $29.47万 | 0.18% | 2,177 | -12 | -0.5% | -$1,624 | 减仓 |
| PTNQ | PACER TRENDPILOT 100 ETF | $29.01万 | 0.18% | 3,272 | -138 | -4.0% | -$1.22万 | 减仓 |
| CMI | CUMMINS INC COM | $28.53万 | 0.18% | 400 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $28.17万 | 0.18% | 770 | -101 | -11.6% | -$3.70万 | 减仓 |
| FWD | AB DISRUPTORS ETF | $27.86万 | 0.17% | 1,881 | 0 | 0.0% | — | 不变 |
| PTMC | PACER TRENDPILOT US MID CAP ETF | $27.65万 | 0.17% | 6,610 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR S&P 600 SMALL CAP GR ETF | $27.54万 | 0.17% | 2,312 | -109 | -4.5% | -$1.30万 | 减仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $27.10万 | 0.17% | 1,443 | 1,443 | — | $27.10万 | 新建仓 |
| XSHQ | INVESCO S&P SMALLCAP QUALITY ETF | $26.98万 | 0.17% | 5,580 | 2 | 0.0% | $97 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $26.71万 | 0.17% | 3,540 | 23 | 0.7% | $1,735 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $25.99万 | 0.16% | 4,461 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $25.88万 | 0.16% | 5,113 | -513 | -9.1% | -$2.60万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $25.86万 | 0.16% | 2,252 | 8 | 0.4% | $919 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $25.55万 | 0.16% | 5,005 | -1,250 | -20.0% | -$6.38万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $25.45万 | 0.16% | 1,934 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $24.76万 | 0.15% | 581 | 581 | — | $24.76万 | 新建仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $23.74万 | 0.15% | 1,623 | 1,623 | — | $23.74万 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $23.72万 | 0.15% | 2,318 | 2,318 | — | $23.72万 | 新建仓 |
| JEPQ | JPM NASDAQ EQTY PREM INCOME ETF | $23.61万 | 0.15% | 3,842 | -2,687 | -41.2% | -$16.51万 | 减仓 |
| XOP | SPDR S&P OIL & GAS EXPLRN & PRDCTN ETF | $23.42万 | 0.15% | 1,518 | -230 | -13.2% | -$3.55万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $23.34万 | 0.14% | 1,594 | 0 | 0.0% | — | 不变 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $22.94万 | 0.14% | 1,703 | 26 | 1.6% | $3,502 | 重新持有 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $22.41万 | 0.14% | 632 | 632 | — | $22.41万 | 新建仓 |
| VIGI | VANGUARD INTL DIVIDEND APPRECIATION ETF | $22.12万 | 0.14% | 2,369 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY | $21.90万 | 0.14% | 2,694 | 2,694 | — | $21.90万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $21.67万 | 0.13% | 853 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $21.52万 | 0.13% | 1,832 | 1,832 | — | $21.52万 | 新建仓 |
| XYZ | SQUARE INC | $21.27万 | 0.13% | 2,799 | -474 | -14.5% | -$3.60万 | 重新持有 |
| SO | SOUTHERN CO COM | $20.95万 | 0.13% | 2,189 | 3 | 0.1% | $287 | 加仓 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $20.89万 | 0.13% | 3,441 | -1,372 | -28.5% | -$8.33万 | 重新持有 |
| SPYD | SPDR S&P 500 HIGH DIVIDEND ETF | $20.74万 | 0.13% | 4,348 | -389 | -8.2% | -$1.86万 | 减仓 |
| TY | TRI CONTL CORP | $20.63万 | 0.13% | 5,993 | 5,993 | — | $20.63万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $20.57万 | 0.13% | 411 | 411 | — | $20.57万 | 新建仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $20.20万 | 0.13% | 4,012 | 4,012 | — | $20.20万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $20.01万 | 0.12% | 2,280 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -8,653 | -100.0% | -$146.81万 | 清仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -2,950 | -100.0% | -$25.57万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST | $0 | 0.00% | 0 | -6,326 | -100.0% | -$24.30万 | 清仓 |
| AAAU | GOLDMAN PHYSICAL GOLD ETF | $0 | 0.00% | 0 | -4,733 | -100.0% | -$21.86万 | 清仓 |