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Mosley Wealth Management · 13F 持仓分析
期权收益计算器 机构排行

Mosley Wealth Management

No.5636 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.14亿
环比变动 Q1 2026
+$9,338.4万+42.3%
持仓股票数
781
新买入
362
加仓
189
减仓
180
清仓
47
持股不变
50
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
PPEAKSHARES SECTOR ROTATION ETFPSTR
6.46%0.49%$2,029.2万66.6万股$107.9万3.8万股+62.8万股+1,654.49%加仓
S嘉信策略信托SCHC
5.61%0.34%$1,761.8万33.4万股$74.1万1.7万股+31.7万股+1,835.77%加仓
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
4.41%0.28%$1,384.8万5.1万股$61.7万2,526股+4.8万股+1,903.48%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
3.98%0.3%$1,252.0万24.9万股$65.9万1.3万股+23.6万股+1,796.37%加仓
V先锋领航指数基金VUG
3.78%0.24%$1,188.5万13.8万股$53.4万1,114股+13.7万股+12,284.92%加仓
V先锋领航·HEALTHVHT
3.54%0.21%$1,111.1万3.7万股$46.7万1,800股+3.5万股+1,964.33%加仓
V先锋领航全球基金VFH
3.38%0.21%$1,062.1万8.1万股$46.2万3,522股+7.7万股+2,191.57%加仓
苹果AAPL
3.25%3.54%$1,021.4万3.5万股$782.2万3.1万股+4,581股+14.91%加仓
FFIDELITY MOMENTUM FACTOR ETFFIDU
2.73%$858.2万8.7万股$00股+8.7万股新买入
IiShares安硕信托IVV
2.5%5.18%$785.6万1.0万股$1,144.9万1.7万股-6,615股-38.67%减仓
V先锋领航全球基金VDC
2.25%0.31%$706.1万3.1万股$68.5万3,206股+2.8万股+876.76%加仓
V先锋领航·SMALLVBR
2.24%0.16%$704.2万2.9万股$34.4万1,651股+2.7万股+1,655.42%加仓
ESSENTIAL PPTYS RLTY TREPRT
1.98%0.15%$622.5万20.2万股$32.7万1.1万股+19.1万股+1,806.09%加仓
IiShares安硕信托EEM
1.97%0.12%$618.2万9.0万股$27.1万5,083股+8.5万股+1,677.85%加仓
IiShares安硕信托TIP
1.96%0.15%$614.7万5.6万股$32.6万2,927股+5.3万股+1,819.00%加仓
V先锋领航债券指数基金BSV
1.95%0.15%$613.3万7.9万股$32.7万4,140股+7.5万股+1,801.47%加仓
IINVESCO VARIABLE RATE PREFERRED ETFVRP
1.9%0.1%$597.1万24.6万股$23.2万9,388股+23.6万股+2,516.46%加仓
V先锋领航全球基金VIS
1.88%0.1%$592.2万1.6万股$23.1万781股+1.6万股+2,004.23%加仓
IiShares安硕信托ITA
1.79%0.11%$562.5万2.3万股$23.7万1,131股+2.2万股+1,951.72%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.75%0.1%$549.9万2.3万股$23.0万1,068股+2.2万股+2,075.84%加仓
英伟达NVDA
1.24%1.75%$389.0万1.9万股$387.6万2.1万股-1,333股-6.42%减仓
IiShares安硕信托IVW
1.23%3.29%$385.6万2.8万股$725.7万6.0万股-3.2万股-53.36%减仓
IiShares黄金信托IAU
1.12%1.22%$352.7万4.7万股$268.5万3.7万股+9,809股+26.58%加仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
1.08%0.05%$338.3万3.1万股$11.9万1,311股+3.0万股+2,293.29%加仓
F第一信托交易所交易基金FPX
0.99%0.16%$310.6万1.5万股$34.8万2,094股+1.3万股+619.29%加仓
微软MSFT
0.84%1.41%$263.3万7,059股$311.4万6,013股+1,046股+17.40%加仓
J摩根大通交易所交易基金JEPI
0.83%6.15%$259.9万4.6万股$1,358.4万23.8万股-19.2万股-80.66%减仓
F富达Covington信托FDVV
0.78%0.06%$245.3万4.1万股$12.9万2,313股+3.8万股+1,658.84%加仓
IiShares安硕信托IUSB
0.75%4.43%$235.5万5.1万股$978.7万21.0万股-15.8万股-75.64%减仓
SSIMPLIFY EXCHANGE TRADED FUNSBAR
0.68%0.16%$214.9万8.4万股$35.5万1.4万股+7.0万股+520.75%加仓
FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR
0.67%0.03%$209.3万4.2万股$7.7万1,757股+4.1万股+2,316.96%加仓
亚马逊AMZN
0.59%0.59%$185.0万7,760股$129.8万5,912股+1,848股+31.26%加仓
EELEVATION SERIES TRUSTONEZ
0.58%0.04%$181.5万6.6万股$9.9万3,725股+6.2万股+1,665.58%加仓
摩根大通JPM
0.56%1.17%$175.1万5,349股$257.5万8,164股-2,815股-34.48%减仓
谷歌AGOOGL
0.55%0.76%$171.5万4,798股$168.2万6,917股-2,119股-30.63%减仓
SSPDR行业精选信托XLF
0.53%0.05%$166.5万3.1万股$10.7万1,990股+2.9万股+1,460.40%加仓
美光科技MU
0.51%0.01%$160.1万1,387股$2.7万160股+1,227股+766.88%加仓
G通用动力VTI
0.5%2.1%$156.7万4,234股$463.7万1.4万股-9,896股-70.04%减仓
IiShares安硕信托EFV
0.46%3.22%$146.1万1.9万股$711.8万10.5万股-8.6万股-81.82%减仓
AMD超威AMD
0.45%0.05%$140.7万2,422股$11.1万689股+1,733股+251.52%加仓
IiShares安硕IEMG
0.43%2.49%$134.5万1.6万股$550.4万8.3万股-6.7万股-80.56%减仓
AAlphabet Inc Class CGOOG
0.42%0.4%$131.4万3,719股$88.7万3,644股+75股+2.06%加仓
宝洁PG
0.42%0.41%$130.8万8,919股$89.9万5,853股+3,066股+52.38%加仓
强生JNJ
0.4%0.14%$127.1万5,003股$30.3万1,632股+3,371股+206.56%加仓
Meta平台META
0.4%0.59%$124.9万2,218股$129.6万1,765股+453股+25.67%加仓
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
0.39%0.03%$121.6万2.2万股$6.3万1,208股+2.0万股+1,681.71%加仓
SSPDR道富指数基金SPDW
0.39%0.06%$121.1万2.4万股$13.0万3,048股+2.1万股+688.29%加仓
埃克森美孚XOM
0.37%0.36%$117.0万8,554股$79.5万7,048股+1,506股+21.37%加仓
博通AVGO
0.37%0.22%$116.3万3,078股$48.3万1,463股+1,615股+110.39%加仓
AALPS EMERGING SECTOR DIVIDENEDOG
0.36%0.03%$112.5万4.7万股$6.4万2,789股+4.5万股+1,598.60%加仓

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