Mittelman Wealth Management
ANDOVER MA · SEC CIK 0002021464
$1.60亿2026Q1 申报市值
52持仓数
70.8%前十大占比 · 第一大 13.5%
7 / 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
VGIT 加仓+$198.17万
IGLB 加仓+$164.55万
IGIB 加仓+$93.79万
VWO 加仓+$82.29万
VIG 加仓+$56.37万
2026Q1 卖出最多 按季末市值估算
EVLV 减仓-$171.50万
IWM 减仓-$109.90万
VB 减仓-$104.04万
IGSB 减仓-$59.02万
VYM 减仓-$45.42万
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD TOTAL BOND | $0 | 0.00% | 0 | -3,165 | -100.0% | -$23.44万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -738 | -100.0% | -$23.16万 | 清仓 |
| AMZN | AMAZON.COM INC | $22.70万 | 0.14% | 1,090 | 1,090 | — | $22.70万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $23.91万 | 0.15% | 812 | 812 | — | $23.91万 | 新建仓 |
| IEF | ISHARES 7-10 YEAR | $28.42万 | 0.18% | 2,978 | 2,978 | — | $28.42万 | 新建仓 |
| IGF | ISHARES GLOBAL | $29.17万 | 0.18% | 4,354 | 4,354 | — | $29.17万 | 新建仓 |
| IBM | IBM CORP | $29.50万 | 0.18% | 1,216 | -302 | -19.9% | -$7.33万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $30.52万 | 0.19% | 467 | 11 | 2.4% | $7,189 | 重新持有 |
| HAL | HALLIBURTON CO | $31.48万 | 0.20% | 8,074 | -868 | -9.7% | -$3.38万 | 减仓 |
| IEI | ISHARES 3-7 YEAR | $32.04万 | 0.20% | 2,701 | 2,701 | — | $32.04万 | 新建仓 |
| GEV | GE VERNOVA INC | $35.27万 | 0.22% | 404 | -91 | -18.4% | -$7.94万 | 减仓 |
| GE | GE AEROSPACE | $38.68万 | 0.24% | 1,363 | -287 | -17.4% | -$8.14万 | 减仓 |
| CSCO | CISCO SYS INC | $41.01万 | 0.26% | 5,284 | -1,047 | -16.5% | -$8.12万 | 减仓 |
| GOOG | ALPHABET INC | $41.72万 | 0.26% | 1,453 | 1,453 | — | $41.72万 | 新建仓 |
| UPRO | PROSHARES ULTRAPRO S& | $42.14万 | 0.26% | 4,345 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P | $43.89万 | 0.27% | 674 | 29 | 4.5% | $1.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $45.13万 | 0.28% | 1,219 | 681 | 126.6% | $25.21万 | 加仓 |
| WMT | WALMART INC | $47.97万 | 0.30% | 3,860 | -756 | -16.4% | -$9.40万 | 减仓 |
| AAPL | APPLE INC | $51.09万 | 0.32% | 2,013 | 623 | 44.8% | $15.81万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT | $53.27万 | 0.33% | 10,525 | 1,066 | 11.3% | $5.40万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $53.35万 | 0.33% | 5,493 | 5,493 | — | $53.35万 | 新建仓 |
| SPXL | DIREXION DAILY S&P500 | $57.72万 | 0.36% | 3,122 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING | $62.17万 | 0.39% | 7,903 | -660 | -7.7% | -$5.19万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM | $67.09万 | 0.42% | 11,460 | 1,847 | 19.2% | $10.81万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $71.66万 | 0.45% | 847 | -192 | -18.5% | -$16.24万 | 减仓 |
| — | HOLOGIC INC | $73.23万 | 0.46% | 9,688 | 2,299 | 31.1% | $17.38万 | 加仓 |
| NVDA | NVIDIA CORP | $74.67万 | 0.47% | 4,281 | 1,063 | 33.0% | $18.54万 | 重新持有 |
| AKRE | AKRE FOCUS ETF | $89.78万 | 0.56% | 16,987 | -1,422 | -7.7% | -$7.52万 | 减仓 |
| VCR | VANGUARD CONSUMER | $91.34万 | 0.57% | 2,544 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREAS | $102.91万 | 0.64% | 18,590 | 7,116 | 62.0% | $39.39万 | 加仓 |
| VOX | VANGUARD COMMUNICATION | $103.70万 | 0.65% | 5,766 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 | $120.04万 | 0.75% | 3,428 | 476 | 16.1% | $16.67万 | 重新持有 |
| IWM | ISHARES RUSSELL 2000 | $133.96万 | 0.84% | 5,401 | -4,431 | -45.1% | -$109.90万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT | $152.16万 | 0.95% | 15,130 | 916 | 6.4% | $9.21万 | 重新持有 |
| GXC | STATE STREET SPDR S&P | $156.60万 | 0.98% | 16,816 | 2,496 | 17.4% | $23.24万 | 加仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $157.33万 | 0.98% | 47,360 | 7,750 | 19.6% | $25.75万 | 加仓 |
| EWU | ISHARES MSCI UNITED | $212.08万 | 1.32% | 46,550 | 2,585 | 5.9% | $11.78万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD | $220.46万 | 1.37% | 15,121 | 788 | 5.5% | $11.49万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH | $265.73万 | 1.66% | 33,400 | -2,462 | -6.9% | -$19.59万 | 减仓 |
| VGIT | VANGUARD INTER-TERM | $297.51万 | 1.85% | 49,959 | 33,278 | 199.5% | $198.17万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX | $306.01万 | 1.91% | 11,683 | -3,972 | -25.4% | -$104.04万 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $312.60万 | 1.95% | 153,160 | 19,936 | 15.0% | $40.69万 | 加仓 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $370.76万 | 2.31% | 102,476 | 368 | 0.4% | $1.33万 | 加仓 |
| VPU | VANGUARD UTILITIES INDEX | $463.37万 | 2.89% | 23,386 | 2,572 | 12.4% | $50.96万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX | $469.73万 | 2.93% | 16,356 | 1,034 | 6.7% | $29.70万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDGS | $514.51万 | 3.21% | 850,425 | -283,474 | -25.0% | -$171.50万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR | $655.24万 | 4.09% | 124,664 | -11,230 | -8.3% | -$59.02万 | 减仓 |
| IGLB | ISHARES 10 YEAR | $897.31万 | 5.59% | 180,799 | 33,156 | 22.5% | $164.55万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,056.76万 | 6.59% | 17,684 | -696 | -3.8% | -$41.59万 | 减仓 |
| IGIB | ISHARES 5-10 YEAR | $1,138.14万 | 7.10% | 213,856 | 17,623 | 9.0% | $93.79万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING | $1,302.44万 | 8.12% | 240,969 | 15,224 | 6.7% | $82.29万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED | $1,415.08万 | 8.82% | 220,830 | 6,714 | 3.1% | $43.02万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND | $1,742.40万 | 10.86% | 117,650 | -3,067 | -2.5% | -$45.42万 | 减仓 |
| VIG | VANGUARD DIVIDEND | $2,163.05万 | 13.49% | 100,578 | 2,621 | 2.7% | $56.37万 | 加仓 |