Mullooly Asset Management, Inc.
WALL TOWNSHIP NJ · SEC CIK 0001950591
$2.71亿2026Q1 申报市值
51持仓数
87.1%前十大占比 · 第一大 12.8%
2 / 1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
SHV 加仓+$76.35万
VYM 新建仓+$39.15万
BOND 加仓+$28.93万
AGG 加仓+$22.72万
LITE 新建仓+$21.93万
2026Q1 卖出最多 按季末市值估算
VLUE 减仓-$87.49万
MTUM 减仓-$67.95万
QQQ 减仓-$48.40万
IJR 减仓-$42.89万
IJH 减仓-$39.73万
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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,418 | -100.0% | -$21.78万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $20.27万 | 0.07% | 655 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $20.84万 | 0.08% | 1,417 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $21.28万 | 0.08% | 3,307 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $21.52万 | 0.08% | 4,498 | 20 | 0.4% | $957 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.90万 | 0.08% | 457 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $21.93万 | 0.08% | 312 | 312 | — | $21.93万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $23.11万 | 0.09% | 1,325 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.03万 | 0.10% | 431 | -59 | -12.0% | -$3.84万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $28.33万 | 0.10% | 2,233 | -177 | -7.3% | -$2.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $29.06万 | 0.11% | 785 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $29.50万 | 0.11% | 296 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $30.22万 | 0.11% | 1,451 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $36.15万 | 0.13% | 3,311 | 22 | 0.7% | $2,402 | 加仓 |
| VOO | VANGUARD INDEX FDS | $38.98万 | 0.14% | 652 | -44 | -6.3% | -$2.63万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.15万 | 0.14% | 2,644 | 2,644 | — | $39.15万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $42.91万 | 0.16% | 1,755 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $43.22万 | 0.16% | 3,966 | 9 | 0.2% | $981 | 加仓 |
| VTV | VANGUARD INDEX FDS | $47.51万 | 0.18% | 2,421 | 403 | 20.0% | $7.91万 | 重新持有 |
| SOXX | ISHARES TR | $49.33万 | 0.18% | 1,501 | -42 | -2.7% | -$1.38万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $52.07万 | 0.19% | 2,225 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $59.14万 | 0.22% | 8,086 | 42 | 0.5% | $3,072 | 加仓 |
| SNA | SNAP ON INC | $59.19万 | 0.22% | 1,630 | 10 | 0.6% | $3,631 | 加仓 |
| GILD | GILEAD SCIENCES INC | $62.49万 | 0.23% | 4,483 | 18 | 0.4% | $2,509 | 加仓 |
| ITA | ISHARES TR | $64.02万 | 0.24% | 2,926 | 1 | 0.0% | $219 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $74.53万 | 0.28% | 1,233 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $74.69万 | 0.28% | 6,189 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $75.16万 | 0.28% | 8,494 | 164 | 2.0% | $1.45万 | 加仓 |
| GOOG | ALPHABET INC | $76.40万 | 0.28% | 2,663 | 1 | 0.0% | $287 | 加仓 |
| USHY | ISHARES TR | $79.03万 | 0.29% | 21,451 | -1,393 | -6.1% | -$5.13万 | 减仓 |
| IDU | ISHARES TR | $79.58万 | 0.29% | 6,856 | 16 | 0.2% | $1,857 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $98.76万 | 0.36% | 3,357 | 12 | 0.4% | $3,530 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $101.21万 | 0.37% | 3,159 | 8 | 0.3% | $2,563 | 加仓 |
| AAPL | APPLE INC | $101.94万 | 0.38% | 4,018 | 4 | 0.1% | $1,015 | 加仓 |
| GOOGL | ALPHABET INC | $105.50万 | 0.39% | 3,669 | 1 | 0.0% | $288 | 加仓 |
| SHY | ISHARES TR | $123.81万 | 0.46% | 14,995 | 135 | 0.9% | $1.11万 | 加仓 |
| HD | HOME DEPOT INC | $134.89万 | 0.50% | 4,100 | 15 | 0.4% | $4,935 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $180.10万 | 0.66% | 19,510 | -1,080 | -5.2% | -$9.97万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $225.49万 | 0.83% | 45,199 | 10 | 0.0% | $499 | 加仓 |
| IYW | ISHARES TR | $287.79万 | 1.06% | 15,861 | -128 | -0.8% | -$2.32万 | 减仓 |
| USMV | ISHARES TR | $361.04万 | 1.33% | 38,931 | -338 | -0.9% | -$3.13万 | 减仓 |
| SUB | ISHARES TR | $413.29万 | 1.53% | 38,807 | 171 | 0.4% | $1.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,145.77万 | 4.23% | 19,839 | -838 | -4.1% | -$48.40万 | 减仓 |
| BOND | PIMCO ETF TR | $1,405.20万 | 5.19% | 152,271 | 3,135 | 2.1% | $28.93万 | 加仓 |
| AGG | ISHARES TR | $1,456.89万 | 5.38% | 146,767 | 2,289 | 1.6% | $22.72万 | 加仓 |
| IJR | ISHARES TR | $1,879.33万 | 6.94% | 151,182 | -3,450 | -2.2% | -$42.89万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,377.72万 | 8.77% | 74,108 | 244 | 0.3% | $7.83万 | 加仓 |
| SHV | ISHARES TR | $2,532.23万 | 9.35% | 229,384 | 6,916 | 3.1% | $76.35万 | 加仓 |
| IJH | ISHARES TR | $2,812.86万 | 10.38% | 416,548 | -5,883 | -1.4% | -$39.73万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,234.96万 | 11.94% | 430,756 | -4,026 | -0.9% | -$30.24万 | 减仓 |
| MTUM | ISHARES TR | $3,302.44万 | 12.19% | 137,593 | -2,831 | -2.0% | -$67.95万 | 减仓 |
| VLUE | ISHARES TR | $3,465.73万 | 12.79% | 243,736 | -6,153 | -2.5% | -$87.49万 | 减仓 |