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Mosley Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Mosley Wealth Management

报告期 2026-03-31 · CIK 0002011849

持仓数

466

前50大市值合计

$163.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

ETF

$13.6M

237,902

8.3%

XLSR SPDR SSGA U.S. SECTOR ROTATION ETF

ETF

$11.9M

199,901

7.3%

IVV ISHARES CORE S&P 500 ETF

ETF

$11.4M

17,105

7.0%

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF

ETF

$9.8M

209,521

6.0%

AAPL APPLE INC COM

Stock

$7.8M

30,718

4.8%

IVW ISHARES S&P 500 GROWTH ETF

ETF

$7.3M

60,118

4.4%

EFV ISHARES MSCI EAFE VALUE ETF

ETF

$7.1M

104,944

4.3%

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

ETF

$5.5M

83,495

3.4%

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

ETF

$5.0M

25,929

3.1%

EFG ISHARES MSCI EAFE GROWTH ETF

ETF

$4.6M

40,792

2.8%

VTI VANGUARD TOTAL STOCK MARKET ETF

ETF

$4.6M

14,130

2.8%

IVE ISHARES S&P 500 VALUE ETF

ETF

$4.4M

21,254

2.7%

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

ETF

$4.3M

72,903

2.6%

NVDA NVIDIA CORPORATION COM

Stock

$3.9M

20,773

2.4%

IYW ISHARES U.S. TECHNOLOGY ETF

ETF

$3.4M

17,399

2.1%

MBB ISHARES MBS ETF

ETF

$3.3M

34,444

2.0%

MSFT MICROSOFT CORP COM

Stock

$3.1M

6,013

1.9%

IAU ISHARES GOLD TRUST

ETF

$2.7M

36,902

1.6%

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF

ETF

$2.6M

10,223

1.6%

JPM JPMORGAN CHASE & CO. COM

Stock

$2.6M

8,164

1.6%

TLH ISHARES 10-20 YEAR TREASURY BOND ETF

ETF

$2.5M

24,395

1.5%

JPST JPMORGAN ULTRA-SHORT INCOME ETF

ETF

$2.3M

45,849

1.4%

ORCL ORACLE CORP COM

Stock

$2.3M

8,045

1.4%

HOOD ROBINHOOD MKTS INC COM CL A

Stock

$2.1M

14,531

1.3%

QCOM QUALCOMM INC COM

Stock

$2.0M

12,157

1.2%

C CITIGROUP INC COM NEW

Stock

$1.9M

18,707

1.2%

ICF ISHARES SELECT U.S. REIT ETF

ETF

$1.9M

30,071

1.1%

GOOGL ALPHABET INC CAP STK CL A

Stock

$1.7M

6,917

1.0%

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

ETF

$1.7M

44,099

1.0%

MS MORGAN STANLEY COM NEW

Stock

$1.7M

10,462

1.0%

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF

ETF

$1.7M

31,220

1.0%

OEF ISHARES S&P 100 ETF

ETF

$1.6M

4,946

1.0%

AEMS ANFIELD ENHANCED MARKET ETF

ETF

$1.5M

134,858

0.9%

GS GOLDMAN SACHS GROUP INC COM

Stock

$1.4M

1,781

0.9%

XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND

ETF

$1.4M

11,445

0.8%

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

ETF

$1.3M

13,711

0.8%

AMZN AMAZON COM INC COM

Stock

$1.3M

5,912

0.8%

META META PLATFORMS INC CL A

Stock

$1.3M

1,765

0.8%

VOX VANGUARD COMMUNICATION SERVICES ETF

ETF

$1.3M

6,836

0.8%

WMB WILLIAMS COS INC COM

Stock

$1.3M

19,925

0.8%

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

ETF

$1.2M

23,229

0.7%

LLY ELI LILLY & CO COM

Stock

$1.2M

1,511

0.7%

ARKW ARK NEXT GENERATION INTERNET ETF

ETF

$1.1M

6,462

0.7%

CIEN CIENA CORP COM NEW

Stock

$1.1M

7,586

0.7%

SO SOUTHERN CO COM

Stock

$1.1M

11,586

0.7%

MO ALTRIA GROUP INC COM

Stock

$1.1M

16,593

0.7%

PSTR PEAKSHARES SECTOR ROTATION ETF

ETF

$1.1M

37,950

0.7%

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

ETF

$1.0M

8,816

0.6%

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS

ADR

$1.0M

5,595

0.6%

— ASML HOLDING N V N Y REGISTRY SHS

ADR

$992.3K

1,025

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

JEPI8.3%XLSR7.3%IVV7.0%IUSB6.0%AAPL4.8%IVW4.4%