13FBOX
MOSAIC FINANCIAL GROUP, LLC · 13F 持仓分析
期权收益计算器 机构排行

MOSAIC FINANCIAL GROUP, LLC

No.8000 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.56亿
环比变动 Q1 2026
+$1,548.5万+11.0%
持仓股票数
134
新买入
14
加仓
65
减仓
32
清仓
6
持股不变
23
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
IiShares安硕信托IVV
11.38%11.06%$1,780.0万2.4万股$1,557.9万2.4万股-81股-0.34%减仓
V先锋领航·SPECIALIZED FUNDSVIG
11.08%11.01%$1,732.2万7.3万股$1,550.7万7.2万股+1,102股+1.53%加仓
联合太平洋铁路UNP
3.96%4.04%$619.2万2.3万股$569.2万2.3万股-696股-2.97%减仓
微软MSFT
3.74%4.28%$585.0万1.6万股$603.6万1.6万股-623股-3.82%减仓
苹果AAPL
3.35%3.36%$523.4万1.8万股$474.0万1.9万股-590股-3.16%减仓
I景顺交易所交易基金信托RSP
2.65%2.65%$414.4万1.9万股$373.4万1.9万股+19股+0.10%加仓
谷歌AGOOGL
2.08%2.02%$324.6万9,084股$284.3万9,886股-802股-8.11%减仓
AAT&TT
2.03%2.66%$316.6万15.3万股$374.3万12.9万股+2.4万股+18.46%加仓
摩根大通JPM
2%1.93%$312.3万9,540股$271.8万9,239股+301股+3.26%加仓
PPIMCO太平洋投资管理ETFPYLD
1.74%1.85%$272.1万10.3万股$260.6万9.9万股+3,147股+3.16%加仓
V先锋领航指数基金VOO
1.7%1.44%$266.2万3,615股$202.9万3,515股+100股+2.84%加仓
G通用动力VTI
1.65%1.58%$258.1万6,976股$222.7万6,941股+35股+0.50%加仓
礼来LLY
1.59%1.35%$248.5万2,072股$190.2万2,068股+4股+0.19%加仓
诺华NVS
1.5%1.62%$234.7万1.5万股$228.9万1.5万股-13股-0.09%减仓
V先锋领航白厅基金VYMI
1.38%1.34%$215.7万2.2万股$188.8万2.0万股+1,941股+9.69%加仓
博通AVGO
1.31%1.29%$204.4万5,412股$181.7万5,871股-459股-7.82%减仓
英伟达NVDA
1.27%1.11%$198.4万9,918股$156.5万8,973股+945股+10.53%加仓
IiShares安硕·RUSSELLIWM
1.24%1.14%$194.0万6,456股$160.9万6,487股-31股-0.48%减仓
F第一信托·USTFDN
1.07%1.05%$167.9万6,343股$147.6万6,305股+38股+0.60%加仓
美光科技MU
1.07%0.35%$167.3万1,449股$48.9万1,447股+2股+0.14%加仓
WWisdomTree信托DGRW
1.05%1.05%$164.3万1.7万股$147.9万1.7万股+347股+2.06%加仓
BBANK OF AMERBAC
0.99%0.81%$154.8万2.7万股$114.8万2.4万股+3,621股+15.38%加仓
F富达·MERRIMACK STR TRFBND
0.99%1.1%$154.7万3.4万股$154.3万3.4万股+190股+0.56%加仓
亚马逊AMZN
0.98%0.94%$152.6万6,402股$132.3万6,354股+48股+0.76%加仓
雪佛龙CVX
0.97%1.46%$152.2万9,181股$205.4万9,928股-747股-7.52%减仓
V先锋领航·MIDVO
0.97%0.95%$150.9万1.9万股$134.4万4,679股+1.4万股+300.32%加仓
伯克希尔哈撒韦BRK.A
0.96%1.02%$149.8万2股$143.6万2股00.00%持仓不变
康菲石油COP
0.9%1.35%$141.1万1.4万股$190.2万1.4万股-837股-5.81%减仓
森科能源SU
0.86%1.18%$135.0万2.5万股$166.2万2.5万股00.00%持仓不变
IiShares安硕信托DGRO
0.81%0.83%$126.7万1.7万股$117.2万1.7万股+9股+0.05%加仓
TJXTJX
0.81%0.81%$126.6万8,354股$114.1万7,145股+1,209股+16.92%加仓
AAlphabet Inc Class CGOOG
0.77%0.66%$119.9万3,393股$93.5万3,261股+132股+4.05%加仓
应用材料AMAT
0.77%0.4%$119.9万1,658股$56.6万1,656股+2股+0.12%加仓
V先锋领航斯科茨代尔基金BSV
0.73%0.81%$113.8万1.4万股$114.2万1.4万股00.00%持仓不变
麦当劳MCD
0.7%0.9%$109.7万4,060股$127.0万4,087股-27股-0.66%减仓
RYAN SPECIALTYRYAN
0.69%0.69%$108.0万2.9万股$96.5万2.9万股00.00%持仓不变
PPIMCO太平洋投资管理ETFMINT
0.68%0.66%$107.0万1.1万股$93.4万9,286股+1,327股+14.29%加仓
S道富SPTI
0.65%0.77%$101.8万3.6万股$108.3万3.8万股-1,917股-5.07%减仓
默沙东MRK
0.63%0.66%$98.2万7,641股$92.8万7,714股-73股-0.95%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.62%0.67%$96.9万1.9万股$93.9万1.9万股+625股+3.37%加仓
ATLANTA BRAVESBATRK
0.55%0.39%$86.0万1.7万股$55.1万1.3万股+3,684股+28.57%加仓
CHARTER COMMUNICATIONSCHTR
0.55%0.9%$86.0万6,048股$126.6万5,866股+182股+3.10%加仓
高盛GS
0.53%0.49%$82.8万819股$69.0万816股+3股+0.37%加仓
KKKR & COMKKR
0.53%0.46%$82.7万9,015股$64.9万7,011股+2,004股+28.58%加仓
埃克森美孚XOM
0.52%0.73%$81.6万5,972股$103.0万6,071股-99股-1.63%减仓
MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR
0.51%0.57%$80.3万1.6万股$79.8万1.6万股+120股+0.76%加仓
华纳兄弟探索WBD
0.51%0.47%$79.1万3.0万股$65.7万2.4万股+5,762股+24.10%加仓
BHP BILLITON LIMITED SPONSORED ADSBHP
0.44%0.52%$69.2万8,308股$72.7万1.0万股-1,692股-16.92%减仓
ONEOKOKE
0.43%0.54%$67.9万7,814股$75.4万8,342股-528股-6.33%减仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
0.43%0.36%$67.5万1.7万股$50.8万1.4万股+2,516股+17.82%加仓

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