13FBOX
使命财富管理 · 13F 持仓分析
期权收益计算器 机构排行

使命财富管理

MISSION WEALTH MANAGEMENT, LPNo.683 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$82.19亿
环比变动 Q1 2026
+$33.56亿+69.0%
持仓股票数
1016
新买入
329
加仓
591
减仓
74
清仓
16
持股不变
22
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VTV
8.25%9.7%$6.78亿311.2万股$4.71亿240.3万股+70.8万股+29.48%加仓
V先锋领航指数基金VUG
7.9%8.86%$6.49亿753.6万股$4.31亿98.7万股+655.0万股+663.74%加仓
AVANTIS INTLNGG
5.59%5.94%$4.59亿514.9万股$2.89亿340.8万股+174.2万股+51.11%加仓
V先锋领航指数基金VB
5.45%6.06%$4.48亿147.9万股$2.95亿112.5万股+35.4万股+31.43%加仓
苹果AAPL
4.94%5.17%$4.06亿140.4万股$2.51亿99.1万股+41.4万股+41.77%加仓
英伟达NVDA
4.27%3.31%$3.51亿175.2万股$1.61亿92.2万股+83.0万股+90.04%加仓
微软MSFT
3.36%3.61%$2.76亿74.1万股$1.75亿47.4万股+26.7万股+56.39%加仓
G通用动力VTI
2.26%2.23%$1.86亿50.2万股$1.09亿33.8万股+16.4万股+48.33%加仓
IiShares安硕信托IEFA
2.12%2.87%$1.74亿180.0万股$1.39亿154.0万股+26.0万股+16.92%加仓
亚马逊AMZN
1.73%1.42%$1.42亿59.6万股$6,884.4万33.1万股+26.5万股+80.20%加仓
G高盛ETF信托GINC
1.48%0.62%$1.21亿218.5万股$3,004.7万60.0万股+158.5万股+263.95%加仓
博通AVGO
1.36%0.81%$1.12亿29.7万股$3,934.0万12.7万股+16.9万股+133.29%加仓
IiShares安硕·COREIJR
1.27%1.53%$1.05亿70.6万股$7,436.7万59.8万股+10.8万股+18.01%加仓
AAlphabet Inc Class CGOOG
1.24%1.18%$1.02亿28.8万股$5,751.6万20.1万股+8.7万股+43.44%加仓
V先锋领航·FTSEVEA
1.15%1.61%$9,444.4万132.6万股$7,824.1万122.1万股+10.5万股+8.56%加仓
谷歌AGOOGL
1.15%0.64%$9,427.1万26.4万股$3,092.5万10.8万股+15.6万股+145.29%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
1.14%0.9%$9,407.2万186.8万股$4,370.7万86.8万股+100.0万股+115.19%加仓
IiShares安硕·RUSSELLIWF
1.09%1.22%$8,931.7万71.9万股$5,938.2万13.9万股+58.0万股+416.51%加仓
应用材料AMAT
1.08%0.34%$8,895.9万12.3万股$1,632.4万4.8万股+7.5万股+157.62%加仓
特斯拉TSLA
0.91%1.05%$7,506.5万17.8万股$5,096.4万13.7万股+4.1万股+30.18%加仓
A美国世纪ETF信托AVEM
0.85%0.93%$6,984.1万72.4万股$4,546.7万56.4万股+16.0万股+28.28%加仓
IiShares安硕·MSCI ACWI ETFTOK
0.82%1.12%$6,709.5万43.5万股$5,446.1万41.2万股+2.3万股+5.47%加仓
IiShares安硕信托ITOT
0.79%1.16%$6,476.8万39.4万股$5,633.7万39.6万股-1,268股-0.32%减仓
IiShares安硕信托IWD
0.78%0.99%$6,437.8万26.6万股$4,800.0万22.5万股+4.1万股+18.21%加仓
SSPDR标普500 ETFSPY
0.66%0.75%$5,426.1万7.3万股$3,661.4万5.6万股+1.6万股+29.06%加仓
CrowdStrikeCRWD
0.62%0.07%$5,116.1万6.7万股$335.2万8,586股+5.8万股+680.95%加仓
IiShares安硕·ESGEFA
0.62%0.86%$5,059.4万49.2万股$4,197.7万43.9万股+5.3万股+12.10%加仓
NNUVEEN ESGNUSC
0.56%0.77%$4,568.2万87.6万股$3,743.2万83.1万股+4.6万股+5.51%加仓
DDimensional维度ETF信托DFAC
0.53%0.57%$4,317.4万97.3万股$2,790.5万71.8万股+25.5万股+35.53%加仓
IiShares安硕信托USRT
0.51%0.64%$4,189.4万63.0万股$3,113.8万52.6万股+10.4万股+19.84%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.51%0.73%$4,153.9万100.7万股$3,572.6万91.7万股+9.0万股+9.82%加仓
泛林集团LRCX
0.48%0.13%$3,982.0万9.2万股$635.4万3.0万股+6.2万股+208.99%加仓
DDimensional维度·USDFUV
0.48%0.71%$3,936.0万71.6万股$3,455.7万71.3万股+2,390股+0.34%加仓
IiShares安硕信托ITOT
0.46%0.65%$3,800.9万23.2万股$3,144.7万22.2万股+9,869股+4.44%加仓
摩根大通JPM
0.44%0.38%$3,617.8万11.1万股$1,860.5万6.3万股+4.7万股+74.74%加仓
Meta平台META
0.43%0.47%$3,503.8万6.2万股$2,287.4万4.0万股+2.2万股+55.59%加仓
I景顺QQQ信托VOO
0.42%0.42%$3,474.4万4.7万股$2,054.5万3.6万股+1.2万股+32.55%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.42%0.68%$3,465.8万42.3万股$3,292.0万46.4万股-4.1万股-8.89%减仓
卡特彼勒CAT
0.42%0.15%$3,452.9万3.2万股$713.9万1.0万股+2.2万股+221.77%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.42%0.3%$3,438.2万14.5万股$1,460.0万6.8万股+7.7万股+114.03%加仓
IiShares安硕ESGE
0.41%0.55%$3,402.7万62.2万股$2,663.6万58.6万股+3.6万股+6.21%加仓
礼来LLY
0.39%0.32%$3,205.5万2.7万股$1,536.6万1.7万股+1.0万股+59.96%加仓
好市多COST
0.39%0.27%$3,184.9万3.4万股$1,312.7万1.3万股+2.1万股+158.43%加仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.38%0.5%$3,121.4万77.6万股$2,418.5万71.4万股+6.2万股+8.68%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.36%0.02%$2,934.9万86.7万股$111.4万3.8万股+82.9万股+2,167.69%加仓
IiShares安硕信托IVV
0.36%0.48%$2,931.8万3.9万股$2,351.1万3.6万股+3,157股+8.77%加仓
V先锋领航指数基金VOO
0.36%0.23%$2,929.6万4.3万股$1,116.4万1.9万股+2.4万股+128.32%加仓
AMD超威AMD
0.35%0.13%$2,873.1万4.9万股$634.8万3.1万股+1.8万股+58.50%加仓
VisaV
0.34%0.28%$2,766.9万8.1万股$1,344.0万4.4万股+3.6万股+81.36%加仓
DDimensional维度ETF信托DFAU
0.33%0.44%$2,698.3万52.2万股$2,120.7万47.0万股+5.2万股+11.07%加仓

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