Mullooly Asset Management, Inc.
WALL TOWNSHIP NJ · SEC CIK 0001950591
$3.25亿2026Q2 申报市值
60持仓数
87.2%前十大占比 · 第一大 14.3%
7 / 0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
SHV 加仓+$213.97万
AGG 加仓+$140.75万
BOND 加仓+$138.98万
VTI 加仓+$50.93万
MU 新建仓+$34.83万
2026Q2 卖出最多 按季末市值估算
VLUE 减仓-$235.44万
MTUM 减仓-$120.20万
QQQ 减仓-$41.63万
IJR 减仓-$34.72万
ORLY 减仓-$15.84万
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 |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | $4,634.71万 | 14.26% | 231,953 | -11,783 | -4.8% | -$235.44万 | 减仓 |
| MTUM | ISHARES TR | $4,597.24万 | 14.15% | 134,087 | -3,506 | -2.5% | -$120.20万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,592.57万 | 11.06% | 428,963 | -1,793 | -0.4% | -$15.02万 | 减仓 |
| IJH | ISHARES TR | $3,220.58万 | 9.91% | 417,673 | 1,125 | 0.3% | $8.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,793.79万 | 8.60% | 75,484 | 1,376 | 1.9% | $50.93万 | 加仓 |
| SHV | ISHARES TR | $2,745.16万 | 8.45% | 248,775 | 19,391 | 8.5% | $213.97万 | 加仓 |
| IJR | ISHARES TR | $2,207.39万 | 6.79% | 148,841 | -2,341 | -1.5% | -$34.72万 | 减仓 |
| AGG | ISHARES TR | $1,593.45万 | 4.90% | 160,987 | 14,220 | 9.7% | $140.75万 | 加仓 |
| BOND | PIMCO ETF TR | $1,543.10万 | 4.75% | 167,343 | 15,072 | 9.9% | $138.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,420.23万 | 4.37% | 19,274 | -565 | -2.8% | -$41.63万 | 减仓 |
| SUB | ISHARES TR | $413.53万 | 1.27% | 38,838 | 31 | 0.1% | $3,301 | 加仓 |
| IYW | ISHARES TR | $401.68万 | 1.24% | 15,926 | 65 | 0.4% | $1.64万 | 加仓 |
| USMV | ISHARES TR | $394.70万 | 1.21% | 40,918 | 1,987 | 5.1% | $19.17万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $239.03万 | 0.74% | 47,259 | 2,060 | 4.6% | $10.42万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $163.83万 | 0.50% | 17,790 | -1,720 | -8.8% | -$15.84万 | 减仓 |
| AAPL | APPLE INC | $147.64万 | 0.45% | 5,102 | 1,084 | 27.0% | $31.37万 | 加仓 |
| HD | HOME DEPOT INC | $145.26万 | 0.45% | 4,120 | 20 | 0.5% | $7,051 | 加仓 |
| GOOGL | ALPHABET INC | $131.15万 | 0.40% | 3,670 | 1 | 0.0% | $357 | 加仓 |
| SHY | ISHARES TR | $128.16万 | 0.39% | 15,609 | 614 | 4.1% | $5.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $110.29万 | 0.34% | 3,368 | 11 | 0.3% | $3,602 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $108.93万 | 0.34% | 3,164 | 5 | 0.2% | $1,721 | 加仓 |
| SOXX | ISHARES TR | $96.22万 | 0.30% | 1,502 | 1 | 0.1% | $641 | 加仓 |
| GOOG | ALPHABET INC | $94.13万 | 0.29% | 2,664 | 1 | 0.0% | $353 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $93.24万 | 0.29% | 6,148 | -41 | -0.7% | -$6,218 | 减仓 |
| AOA | ISHARES TR | $83.66万 | 0.26% | 8,574 | 80 | 0.9% | $7,806 | 加仓 |
| USHY | ISHARES TR | $80.80万 | 0.25% | 21,826 | 375 | 1.7% | $1.39万 | 加仓 |
| IDU | ISHARES TR | $78.74万 | 0.24% | 6,871 | 15 | 0.2% | $1,719 | 加仓 |
| ITA | ISHARES TR | $70.99万 | 0.22% | 2,930 | 4 | 0.1% | $969 | 加仓 |
| SNA | SNAP ON INC | $65.90万 | 0.20% | 1,638 | 8 | 0.5% | $3,218 | 加仓 |
| VTV | VANGUARD INDEX FDS | $63.81万 | 0.20% | 2,930 | 509 | 21.0% | $11.08万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $62.82万 | 0.19% | 1,233 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $60.89万 | 0.19% | 8,127 | 41 | 0.5% | $3,072 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $58.90万 | 0.18% | 2,225 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $56.89万 | 0.18% | 4,503 | 20 | 0.4% | $2,527 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $52.43万 | 0.16% | 3,318 | 674 | 25.5% | $10.65万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $46.60万 | 0.14% | 3,975 | 9 | 0.2% | $1,055 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $44.60万 | 0.14% | 1,756 | 1 | 0.1% | $254 | 加仓 |
| VOO | VANGUARD INDEX FDS | $42.17万 | 0.13% | 613 | -39 | -6.0% | -$2.68万 | 减仓 |
| AMZN | AMAZON COM INC | $38.87万 | 0.12% | 1,631 | 180 | 12.4% | $4.29万 | 加仓 |
| DHS | WISDOMTREE TR | $37.98万 | 0.12% | 3,341 | 30 | 0.9% | $3,410 | 加仓 |
| NVDA | NVIDIA CORPORATION | $35.45万 | 0.11% | 1,771 | 446 | 33.7% | $8.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $34.83万 | 0.11% | 302 | 302 | — | $34.83万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $34.05万 | 0.10% | 1,383 | 1,383 | — | $34.05万 | 新建仓 |
| FLEX | FLEX LTD | $32.41万 | 0.10% | 2,000 | 2,000 | — | $32.41万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.27万 | 0.10% | 432 | 1 | 0.2% | $747 | 加仓 |
| MSFT | MICROSOFT CORP | $29.28万 | 0.09% | 785 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $28.42万 | 0.09% | 1,782 | -451 | -20.2% | -$7.19万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $27.97万 | 0.09% | 299 | 3 | 1.0% | $2,807 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $27.28万 | 0.08% | 916 | 916 | — | $27.28万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $26.77万 | 0.08% | 312 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $24.74万 | 0.08% | 655 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.15万 | 0.07% | 2,802 | 2,336 | 501.3% | $19.30万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.87万 | 0.07% | 457 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $22.66万 | 0.07% | 3,261 | -46 | -1.4% | -$3,196 | 减仓 |
| IEI | ISHARES TR | $21.97万 | 0.07% | 1,870 | 1,870 | — | $21.97万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $21.72万 | 0.07% | 4,528 | 30 | 0.7% | $1,439 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.25万 | 0.07% | 999 | 999 | — | $21.25万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $20.81万 | 0.06% | 100 | 0 | 0.0% | — | 重新持有 |
| ORCL | ORACLE CORP | $20.76万 | 0.06% | 1,417 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $20.31万 | 0.06% | 1,335 | 1,335 | — | $20.31万 | 新建仓 |