Mittelman Wealth Management
ANDOVER MA · SEC CIK 0002021464
$1.15亿2026Q2 申报市值
53持仓数
70.3%前十大占比 · 第一大 13.2%
5 / 4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
ILF 新建仓+$66.89万
AFL 新建仓+$37.00万
KLAC 新建仓+$33.49万
DIREXION DAILY M 新建仓+$24.12万
SOXL 新建仓+$21.42万
2026Q2 卖出最多 按季末市值估算
VYM 减仓-$7,752.43万
VEA 减仓-$6,471.10万
VWO 减仓-$5,904.51万
VOO 减仓-$4,680.18万
IGLB 减仓-$3,528.42万
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $1,522.64万 | 13.22% | 19,314 | -98,336 | -83.6% | -$7,752.43万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $1,244.25万 | 10.81% | 3,714 | -13,970 | -79.0% | -$4,680.18万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $1,226.21万 | 10.65% | 35,179 | -185,651 | -84.1% | -$6,471.10万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $1,207.52万 | 10.49% | 40,913 | -200,056 | -83.0% | -$5,904.51万 | 减仓 |
| IGLB | ISHARES 10 YEAR | $783.26万 | 6.80% | 32,844 | -147,955 | -81.8% | -$3,528.42万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $718.57万 | 6.24% | 30,463 | -94,201 | -75.6% | -$2,222.05万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $434.68万 | 3.77% | 12,621 | -52,803 | -80.7% | -$1,818.59万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $359.59万 | 3.12% | 15,197 | -85,381 | -84.9% | -$2,020.29万 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $313.06万 | 2.72% | 33,948 | -119,212 | -77.8% | -$1,099.35万 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDGS CLASS A | $287.73万 | 2.50% | 496,081 | -354,344 | -41.7% | -$205.52万 | 减仓 |
| GXC | STATE STREET SPDR S&P CHINA ETF | $212.49万 | 1.85% | 5,541 | -11,275 | -67.0% | -$432.38万 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $207.66万 | 1.80% | 39,056 | -174,800 | -81.7% | -$929.41万 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEX FUND ETF SHARES | $194.90万 | 1.69% | 1,848 | -9,835 | -84.2% | -$1,037.26万 | 减仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $188.61万 | 1.64% | 8,781 | -37,769 | -81.1% | -$811.24万 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $184.56万 | 1.60% | 4,649 | -28,751 | -86.1% | -$1,141.36万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | $173.20万 | 1.50% | 9,869 | -1,591 | -13.9% | -$27.92万 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREAS INDEX FD ETF SHS | $170.84万 | 1.48% | 10,754 | -7,836 | -42.2% | -$124.49万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $147.53万 | 1.28% | 14,334 | -796 | -5.3% | -$8.19万 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $137.57万 | 1.19% | 2,583 | -12,538 | -82.9% | -$667.77万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $126.87万 | 1.10% | 1,972 | -1,456 | -42.5% | -$93.68万 | 减仓 |
| VPU | VANGUARD UTILITIES INDEX FUND ETF SHARES | $110.06万 | 0.96% | 5,623 | -17,763 | -76.0% | -$347.68万 | 减仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $88.00万 | 0.76% | 5,497 | -41,863 | -88.4% | -$670.19万 | 减仓 |
| SPXL | DIREXION DAILY S&P500 BULL 3X SHARES | $84.10万 | 0.73% | 3,107 | -15 | -0.5% | -$4,060 | 减仓 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $82.37万 | 0.72% | 20,723 | -81,753 | -79.8% | -$324.97万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $82.31万 | 0.71% | 1,167 | -4,234 | -78.4% | -$298.62万 | 减仓 |
| NVDA | NVIDIA CORP | $79.07万 | 0.69% | 1,353 | -2,928 | -68.4% | -$171.11万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $77.73万 | 0.68% | 549 | 82 | 17.6% | $11.61万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $77.05万 | 0.67% | 3,790 | -4,113 | -52.0% | -$83.62万 | 减仓 |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $74.80万 | 0.65% | 12,682 | -37,277 | -74.6% | -$219.86万 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $66.89万 | 0.58% | 4,893 | 4,893 | — | $66.89万 | 新建仓 |
| UPRO | PROSHARES ULTRAPRO S& P500 | $61.61万 | 0.54% | 4,345 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $57.12万 | 0.50% | 764 | 90 | 13.4% | $6.73万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $57.06万 | 0.50% | 3,268 | -2,225 | -40.5% | -$38.85万 | 减仓 |
| AAPL | APPLE INC | $54.95万 | 0.48% | 805 | -1,208 | -60.0% | -$82.46万 | 减仓 |
| VOX | VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES | $53.33万 | 0.46% | 2,899 | -2,867 | -49.7% | -$52.74万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES | $50.85万 | 0.44% | 1,282 | -1,262 | -49.6% | -$50.05万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $48.35万 | 0.42% | 4,016 | -6,509 | -61.8% | -$78.36万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.08万 | 0.37% | 422 | -425 | -50.2% | -$43.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $40.85万 | 0.35% | 430 | -789 | -64.7% | -$74.96万 | 减仓 |
| AFL | AFLAC INC | $37.00万 | 0.32% | 3,131 | 3,131 | — | $37.00万 | 新建仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $33.93万 | 0.29% | 2,859 | 158 | 5.8% | $1.88万 | 加仓 |
| GE | GE AEROSPACE | $33.67万 | 0.29% | 829 | -534 | -39.2% | -$21.69万 | 减仓 |
| KLAC | KLA CORP | $33.49万 | 0.29% | 300 | 300 | — | $33.49万 | 新建仓 |
| CSCO | CISCO SYS INC | $32.63万 | 0.28% | 1,981 | -3,303 | -62.5% | -$54.40万 | 减仓 |
| GEV | GE VERNOVA INC | $29.72万 | 0.26% | 236 | -168 | -41.6% | -$21.16万 | 减仓 |
| WMT | WALMART INC | $29.62万 | 0.26% | 2,026 | -1,834 | -47.5% | -$26.81万 | 减仓 |
| IBM | IBM CORP | $29.47万 | 0.26% | 785 | -431 | -35.4% | -$16.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $24.32万 | 0.21% | 435 | -377 | -46.4% | -$21.08万 | 减仓 |
| — | DIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES | $24.12万 | 0.21% | 1,730 | 1,730 | — | $24.12万 | 新建仓 |
| AMZN | AMAZON.COM INC | $23.88万 | 0.21% | 346 | -744 | -68.3% | -$51.35万 | 减仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $23.78万 | 0.21% | 1,973 | -2,381 | -54.7% | -$28.69万 | 减仓 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES | $21.42万 | 0.19% | 803 | 803 | — | $21.42万 | 新建仓 |
| GOOG | ALPHABET INC CLASS C | $6.50万 | 0.06% | 184 | -1,269 | -87.3% | -$44.84万 | 减仓 |
| AKRE | AKRE FOCUS ETF | $0 | 0.00% | 0 | -16,987 | -100.0% | -$89.78万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -9,688 | -100.0% | -$73.23万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -8,074 | -100.0% | -$31.48万 | 清仓 |
| IEF | ISHARES 7-10 YEAR | $0 | 0.00% | 0 | -2,978 | -100.0% | -$28.42万 | 清仓 |