Melone Private Wealth, LLC
AUBURN HILLS MI · SEC CIK 0001905765
$2.63亿2026Q2 申报市值
58持仓数
53.4%前十大占比 · 第一大 7.0%
0 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NAD 加仓+$202.36万
NMZ 加仓+$183.56万
XNEAX 加仓+$177.24万
NZF 加仓+$149.19万
INVESCO TR INVT 加仓+$61.63万
2026Q2 卖出最多 按季末市值估算
USFR 减仓-$471.49万
SPEM 减仓-$127.45万
DIA 减仓-$97.53万
BLACKROCK MUNIYI 减仓-$79.54万
MHD 减仓-$74.52万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| QHY | WISDOMTREE TR | $0 | 0.00% | 0 | -16,105 | -100.0% | -$73.34万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -13,182 | -100.0% | -$60.49万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -7,500 | -100.0% | -$33.10万 | 清仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $16.28万 | 0.06% | 25,157 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.64万 | 0.08% | 290 | -141 | -32.7% | -$10.52万 | 减仓 |
| HYZD | WISDOMTREE TR | $25.02万 | 0.10% | 11,118 | 161 | 1.5% | $3,624 | 加仓 |
| AMZN | AMAZON COM INC | $25.67万 | 0.10% | 1,077 | 77 | 7.7% | $1.84万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $28.20万 | 0.11% | 1,480 | -72 | -4.6% | -$1.37万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $30.89万 | 0.12% | 1,544 | 2 | 0.1% | $400 | 加仓 |
| AAPL | APPLE INC | $32.10万 | 0.12% | 1,109 | 1 | 0.1% | $289 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $32.30万 | 0.12% | 9,500 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $40.72万 | 0.16% | 17,314 | 2,209 | 14.6% | $5.20万 | 加仓 |
| IUSV | ISHARES TR | $41.95万 | 0.16% | 3,808 | 8 | 0.2% | $881 | 加仓 |
| GOOGL | ALPHABET INC | $49.34万 | 0.19% | 1,381 | 1 | 0.1% | $357 | 加仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $55.41万 | 0.21% | 11,225 | -300 | -2.6% | -$1.48万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $59.07万 | 0.22% | 1,596 | -29 | -1.8% | -$1.07万 | 减仓 |
| VB | VANGUARD INDEX FDS | $60.00万 | 0.23% | 1,979 | 7 | 0.4% | $2,122 | 加仓 |
| NOBL | PROSHARES TR | $60.69万 | 0.23% | 10,807 | -1 | -0.0% | -$56 | 减仓 |
| IJH | ISHARES TR | $65.16万 | 0.25% | 8,451 | 8 | 0.1% | $617 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $65.52万 | 0.25% | 55,060 | -62,623 | -53.2% | -$74.52万 | 减仓 |
| EPS | WISDOMTREE TR | $67.20万 | 0.26% | 8,639 | -119 | -1.4% | -$9,257 | 减仓 |
| IUSG | ISHARES TR | $72.18万 | 0.27% | 3,838 | -92 | -2.3% | -$1.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.66万 | 0.30% | 1,572 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $88.12万 | 0.34% | 49,699 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $117.02万 | 0.45% | 14,524 | 40 | 0.3% | $3,223 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $117.53万 | 0.45% | 24,900 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $119.47万 | 0.46% | 10,509 | -256 | -2.4% | -$2.91万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $140.54万 | 0.54% | 27,646 | 3,152 | 12.9% | $16.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $146.23万 | 0.56% | 2,129 | 6 | 0.3% | $4,121 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.57% | 2 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $162.23万 | 0.62% | 126,739 | 26,575 | 26.5% | $34.02万 | 加仓 |
| HYD | VANECK ETF TRUST | $168.11万 | 0.64% | 32,636 | 306 | 0.9% | $1.58万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $201.85万 | 0.77% | 18,500 | -39 | -0.2% | -$4,255 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $217.13万 | 0.83% | 24,166 | 13 | 0.1% | $1,168 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $230.34万 | 0.88% | 83,852 | 3,239 | 4.0% | $8.90万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $244.86万 | 0.93% | 231,002 | 58,143 | 33.6% | $61.63万 | 加仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $265.12万 | 1.01% | 216,071 | -64,823 | -23.1% | -$79.54万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $306.76万 | 1.17% | 120,582 | -12,490 | -9.4% | -$31.77万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $377.20万 | 1.44% | 33,416 | 282 | 0.9% | $3.18万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $423.04万 | 1.61% | 8,098 | -1,867 | -18.7% | -$97.53万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $492.51万 | 1.88% | 169,598 | 1,792 | 1.1% | $5.20万 | 加仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $559.31万 | 2.13% | 120,958 | -1,271 | -1.0% | -$5.88万 | 减仓 |
| DGRW | WISDOMTREE TR | $614.28万 | 2.34% | 64,242 | 142 | 0.2% | $1.36万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $622.33万 | 2.37% | 243,858 | -3,472 | -1.4% | -$8.86万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $690.23万 | 2.63% | 569,497 | 166,960 | 41.5% | $202.36万 | 加仓 |
| DES | WISDOMTREE TR | $705.24万 | 2.69% | 173,362 | 1,195 | 0.7% | $4.86万 | 加仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $759.52万 | 2.89% | 697,450 | 53,453 | 8.3% | $58.21万 | 加仓 |
| DTD | WISDOMTREE TR | $774.07万 | 2.95% | 83,013 | -847 | -1.0% | -$7.90万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $851.14万 | 3.24% | 164,377 | -24,613 | -13.0% | -$127.45万 | 减仓 |
| DON | WISDOMTREE TR | $858.49万 | 3.27% | 151,892 | 1,454 | 1.0% | $8.22万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $894.53万 | 3.41% | 846,287 | 173,665 | 25.8% | $183.56万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $1,012.81万 | 3.86% | 862,704 | 150,967 | 21.2% | $177.24万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1,057.17万 | 4.03% | 361,550 | 940 | 0.3% | $2.75万 | 加仓 |
| IHDG | WISDOMTREE TR | $1,075.17万 | 4.10% | 205,264 | 304 | 0.1% | $1.59万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,193.08万 | 4.54% | 100,267 | -2,115 | -2.1% | -$25.17万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $1,233.56万 | 4.70% | 972,837 | 117,655 | 13.8% | $149.19万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,455.91万 | 5.55% | 512,824 | 2,683 | 0.5% | $7.62万 | 加仓 |
| USFR | WISDOMTREE TR | $1,672.25万 | 6.37% | 332,125 | -93,643 | -22.0% | -$471.49万 | 减仓 |
| IJR | ISHARES TR | $1,691.30万 | 6.44% | 114,038 | -1,105 | -1.0% | -$16.39万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,797.16万 | 6.84% | 364,684 | -5,472 | -1.5% | -$26.97万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $1,841.77万 | 7.01% | 327,833 | 10,250 | 3.2% | $57.58万 | 加仓 |