13FBOX
MINDSET WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

MINDSET WEALTH MANAGEMENT, LLC

No.4139 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.19亿
环比变动 Q1 2026
+$1.47亿+39.4%
持仓股票数
191
新买入
24
加仓
88
减仓
43
清仓
9
持股不变
36
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
英伟达NVDA
45.62%44.29%$2.37亿118.4万股$1.65亿94.6万股+23.8万股+25.17%加仓
苹果AAPL
14.28%15.01%$7,418.0万25.6万股$5,592.5万22.0万股+3.6万股+16.34%加仓
ENERGY FUELSUUUU
2.86%1.47%$1,486.3万102.5万股$547.9万30.0万股+72.5万股+241.46%加仓
亚马逊AMZN
1.97%1.96%$1,020.8万4.3万股$729.1万3.5万股+7,825股+22.35%加仓
Meta平台META
1.38%0.83%$716.2万1.3万股$309.1万5,403股+7,311股+135.31%加仓
芝加哥商品交易所CME
1.34%2.46%$695.6万3.2万股$915.6万3.1万股+500股+1.61%加仓
AMD超威AMD
1.23%0.61%$640.7万1.1万股$228.1万1.1万股-185股-1.65%减仓
康宁GLW
1.09%0.79%$564.7万2.2万股$295.4万2.2万股+381股+1.75%加仓
谷歌AGOOGL
1.04%1.11%$542.2万1.5万股$412.4万1.4万股+830股+5.79%加仓
美光科技MU
1%0.37%$517.3万4,482股$136.2万4,031股+451股+11.19%加仓
希捷STX
0.94%0.53%$488.9万5,066股$195.6万4,994股+72股+1.44%加仓
博通AVGO
0.9%0.95%$469.4万1.2万股$353.6万1.1万股+1,002股+8.77%加仓
AAlphabet Inc Class CGOOG
0.62%0.5%$322.1万9,115股$185.1万6,452股+2,663股+41.27%加仓
美国运通AXP
0.61%0.75%$317.2万9,379股$278.8万9,218股+161股+1.75%加仓
YUM BRANDS COMYUM
0.61%0.84%$314.3万2.0万股$311.9万2.0万股-400股-1.99%减仓
I景顺QQQ信托VOO
0.57%0.63%$297.9万4,045股$233.7万4,049股-4股-0.10%减仓
科磊KLAC
0.53%0.35%$274.0万9,081股$131.2万891股+8,190股+919.19%加仓
默沙东MRK
0.49%0.62%$256.5万2.0万股$229.7万1.9万股+867股+4.54%加仓
埃克森美孚XOM
0.48%0.82%$247.9万1.8万股$305.1万1.8万股+152股+0.85%加仓
台积电TSM
0.47%0.14%$241.8万5,063股$51.1万1,513股+3,550股+234.63%加仓
微软MSFT
0.45%0.51%$233.6万6,262股$189.1万5,109股+1,153股+22.57%加仓
VisaV
0.45%0.52%$232.6万6,780股$195.6万6,470股+310股+4.79%加仓
百事可乐PEP
0.44%0.69%$227.1万1.7万股$257.4万1.7万股+200股+1.21%加仓
PALO ALTOPANW
0.43%0.08%$222.7万6,530股$30.9万1,930股+4,600股+238.34%加仓
特斯拉TSLA
0.42%0.51%$218.0万5,182股$190.7万5,131股+51股+0.99%加仓
艾伯维ABBV
0.37%0.43%$193.6万7,694股$159.5万7,331股+363股+4.95%加仓
帕兰提尔PLTR
0.37%0.5%$191.6万1.6万股$185.6万1.3万股+3,734股+29.43%加仓
卡特彼勒CAT
0.36%0.3%$188.0万1,766股$110.9万1,566股+200股+12.77%加仓
Truist金融TFC
0.36%0.45%$185.9万3.7万股$166.9万3.6万股+993股+2.73%加仓
罗克韦尔自动化ROK
0.35%0.32%$183.5万3,707股$118.5万3,303股+404股+12.23%加仓
雷神技术RTX
0.34%0.44%$176.9万9,324股$165.6万8,586股+738股+8.60%加仓
伯克希尔哈撒韦BRK.B
0.34%0.45%$176.0万3,517股$169.1万3,529股-12股-0.34%减仓
CrowdStrikeCRWD
0.34%0.25%$175.8万2,303股$91.9万2,353股-50股-2.12%减仓
ONEOKOKE
0.32%0.47%$168.4万1.9万股$174.1万1.9万股+105股+0.55%加仓
康明斯CMI
0.31%0.32%$163.3万2,289股$119.9万2,228股+61股+2.74%加仓
礼来LLY
0.3%0.31%$156.2万1,302股$116.2万1,263股+39股+3.09%加仓
摩根士丹利MS
0.29%0.29%$152.3万7,283股$109.7万6,669股+614股+9.21%加仓
F N BFNB
0.28%0.36%$144.7万7.6万股$135.6万8.1万股-5,250股-6.47%减仓
LIBERTY ALL STAR EQUITY FDUSA
0.26%0.35%$137.3万23.6万股$131.9万23.8万股-1,202股-0.51%减仓
GE VernovaGEV
0.26%0.27%$136.7万1,164股$101.4万1,161股+3股+0.26%加仓
PProShares信托QLD
0.26%0.23%$135.7万1.4万股$85.6万1.4万股00.00%持仓不变
思科CSCO
0.26%0.2%$133.3万1.1万股$74.0万9,540股+1,810股+18.97%加仓
PHILIP MORRIS INTLPM
0.25%0.34%$131.1万7,245股$128.0万7,743股-498股-6.43%减仓
MICROCHIP TECHNOLOGYMCHP
0.25%0.24%$129.2万1.4万股$88.5万1.4万股+465股+3.39%加仓
好市多COST
0.24%0.24%$126.8万1,356股$90.9万912股+444股+48.68%加仓
英特尔INTC
0.24%0.14%$126.3万9,047股$52.1万1.2万股-2,754股-23.34%减仓
B巴里克黄金GOLD
0.24%0.34%$124.1万3.4万股$125.7万3.1万股+2,968股+9.63%加仓
相干公司COHR
0.24%0.2%$124.0万3,143股$73.6万3,089股+54股+1.75%加仓
强生JNJ
0.24%0.29%$123.8万4,876股$108.4万4,434股+442股+9.97%加仓
T-MOBILE US COMTMUS
0.24%0.38%$123.1万7,338股$143.3万6,822股+516股+7.56%加仓

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