Melone Private Wealth, LLC
AUBURN HILLS MI · SEC CIK 0001905765
$2.45亿2026Q1 申报市值
60持仓数
53.8%前十大占比 · 第一大 8.8%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CGDV 加仓+$214.55万
MHD 新建仓+$132.75万
CGMU 加仓+$130.23万
NAD 加仓+$129.90万
DUSA 加仓+$117.92万
2026Q1 卖出最多 按季末市值估算
BLACKROCK MUN IN 清仓-$137.44万
MMU 清仓-$83.47万
DIA 减仓-$57.30万
DON 减仓-$31.28万
INVESCO TR INVT 减仓-$22.23万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $2,143.31万 | 8.75% | 425,768 | -3,428 | -0.8% | -$17.26万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $1,611.42万 | 6.58% | 317,583 | 23,240 | 7.9% | $117.92万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,574.64万 | 6.43% | 370,156 | 50,435 | 15.8% | $214.55万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,462.06万 | 5.97% | 510,141 | 8,749 | 1.7% | $25.07万 | 加仓 |
| IJR | ISHARES TR | $1,431.34万 | 5.85% | 115,143 | 6,550 | 6.0% | $81.42万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $1,041.61万 | 4.25% | 855,182 | -10,270 | -1.2% | -$12.51万 | 减仓 |
| ANGL | VANECK ETF TRUST | $1,035.67万 | 4.23% | 360,610 | 7,685 | 2.2% | $22.07万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,002.43万 | 4.09% | 102,382 | 32 | 0.0% | $3,133 | 加仓 |
| IHDG | WISDOMTREE TR | $986.88万 | 4.03% | 204,960 | -2,042 | -1.0% | -$9.83万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $886.55万 | 3.62% | 188,990 | 15,066 | 8.7% | $70.67万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $799.28万 | 3.26% | 711,737 | 59,845 | 9.2% | $67.21万 | 加仓 |
| DON | WISDOMTREE TR | $790.40万 | 3.23% | 150,438 | -5,953 | -3.8% | -$31.28万 | 减仓 |
| DTD | WISDOMTREE TR | $724.22万 | 2.96% | 83,860 | 3,656 | 4.6% | $31.57万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $698.18万 | 2.85% | 672,622 | 16,522 | 2.5% | $17.15万 | 加仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $681.35万 | 2.78% | 643,997 | 25,479 | 4.1% | $26.96万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $633.66万 | 2.59% | 247,330 | -3,427 | -1.4% | -$8.78万 | 减仓 |
| DES | WISDOMTREE TR | $618.77万 | 2.53% | 172,167 | 12,457 | 7.8% | $44.77万 | 加仓 |
| DGRW | WISDOMTREE TR | $563.05万 | 2.30% | 64,100 | 1,188 | 1.9% | $10.44万 | 加仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $535.49万 | 2.19% | 122,229 | 17,224 | 16.4% | $75.46万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $487.14万 | 1.99% | 167,806 | 147 | 0.1% | $4,267 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $462.92万 | 1.89% | 402,537 | 112,954 | 39.0% | $129.90万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $461.56万 | 1.89% | 9,965 | -1,237 | -11.0% | -$57.30万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $342.50万 | 1.40% | 33,134 | 9,116 | 38.0% | $94.23万 | 加仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $333.70万 | 1.36% | 280,894 | -16,314 | -5.5% | -$19.38万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $330.02万 | 1.35% | 133,072 | 40,189 | 43.3% | $99.67万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $218.86万 | 0.89% | 80,613 | 47,966 | 146.9% | $130.23万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $175.34万 | 0.72% | 18,539 | -1,770 | -8.7% | -$16.74万 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $170.61万 | 0.70% | 172,859 | -22,518 | -11.5% | -$22.23万 | 减仓 |
| HYD | VANECK ETF TRUST | $162.10万 | 0.66% | 32,330 | -3,255 | -9.1% | -$16.32万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $151.39万 | 0.62% | 24,153 | 22 | 0.1% | $1,379 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.59% | 2 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $132.75万 | 0.54% | 117,683 | 117,683 | — | $132.75万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $126.89万 | 0.52% | 2,123 | -10 | -0.5% | -$5,977 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $123.50万 | 0.50% | 100,164 | 895 | 0.9% | $1.10万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $122.59万 | 0.50% | 24,494 | 8,194 | 50.3% | $41.01万 | 加仓 |
| DHS | WISDOMTREE TR | $117.58万 | 0.48% | 10,765 | -80 | -0.7% | -$8,738 | 减仓 |
| VO | VANGUARD INDEX FDS | $103.98万 | 0.42% | 3,621 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $100.07万 | 0.41% | 24,900 | 10,400 | 71.7% | $41.80万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $77.78万 | 0.32% | 49,699 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $75.33万 | 0.31% | 1,572 | 0 | 0.0% | — | 不变 |
| QHY | WISDOMTREE TR | $73.34万 | 0.30% | 16,105 | -482 | -2.9% | -$2.20万 | 减仓 |
| IUSG | ISHARES TR | $60.96万 | 0.25% | 3,930 | 2 | 0.1% | $310 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $60.49万 | 0.25% | 13,182 | 7 | 0.1% | $321 | 加仓 |
| EPS | WISDOMTREE TR | $59.65万 | 0.24% | 8,758 | 1 | 0.0% | $68 | 加仓 |
| NOBL | PROSHARES TR | $57.28万 | 0.23% | 5,404 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $57.02万 | 0.23% | 8,443 | -68 | -0.8% | -$4,592 | 减仓 |
| VTI | VANGUARD INDEX FDS | $52.14万 | 0.21% | 1,625 | -60 | -3.6% | -$1.92万 | 减仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $51.68万 | 0.21% | 11,525 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $51.65万 | 0.21% | 1,972 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $39.68万 | 0.16% | 1,380 | 1,380 | — | $39.68万 | 新建仓 |
| IUSV | ISHARES TR | $38.85万 | 0.16% | 3,800 | 8 | 0.2% | $818 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $34.71万 | 0.14% | 15,105 | 5,318 | 54.3% | $12.22万 | 加仓 |
| INTC | INTEL CORP | $33.10万 | 0.14% | 7,500 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $30.41万 | 0.12% | 9,500 | 9,500 | — | $30.41万 | 新建仓 |
| AAPL | APPLE INC | $28.13万 | 0.11% | 1,108 | 1,108 | — | $28.13万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.04万 | 0.11% | 431 | 1 | 0.2% | $651 | 加仓 |
| NVDA | NVIDIA CORPORATION | $26.88万 | 0.11% | 1,542 | 0 | 0.0% | — | 不变 |
| HYZD | WISDOMTREE TR | $24.12万 | 0.10% | 10,957 | 155 | 1.4% | $3,412 | 加仓 |
| AMZN | AMAZON COM INC | $20.83万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| ALTG | ALTA EQUIPMENT GROUP INC | $13.51万 | 0.06% | 25,157 | 25,157 | — | $13.51万 | 新建仓 |
| — | BLACKROCK MUN INCOME QUALITY | $0 | 0.00% | 0 | -125,632 | -100.0% | -$137.44万 | 清仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $0 | 0.00% | 0 | -79,955 | -100.0% | -$83.47万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |