Mueller Wealth, LLC
MISHICOT WI · SEC CIK 0002110608
$1.25亿2026Q1 申报市值
17持仓数
97.7%前十大占比 · 第一大 17.9%
2 / 0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
IDEV 加仓+$1,617.63万
QQQM 新建仓+$681.61万
SPAB 加仓+$229.83万
USFR 加仓+$85.59万
PYLD 加仓+$69.41万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$1,247.20万
IWY 减仓-$658.90万
SPTM 减仓-$22.19万
VTI 减仓-$4,812
SPY 减仓-$1,301
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 |
|---|---|---|---|---|---|---|---|---|
| JPC | NUVEEN PFD & INCOME OPPORTUN | $20.10万 | 0.16% | 26,657 | 7,470 | 38.9% | $5.63万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $20.45万 | 0.16% | 20,243 | 6,047 | 42.6% | $6.11万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $21.07万 | 0.17% | 9,033 | 9,033 | — | $21.07万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $22.30万 | 0.18% | 21,650 | 6,242 | 40.5% | $6.43万 | 加仓 |
| BFC | BANK FIRST CORP | $57.15万 | 0.46% | 4,231 | 1,920 | 83.1% | $25.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.03万 | 0.58% | 1,123 | -2 | -0.2% | -$1,301 | 减仓 |
| IWY | ISHARES TR | $74.52万 | 0.59% | 2,995 | -26,483 | -89.8% | -$658.90万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $86.42万 | 0.69% | 2,694 | -15 | -0.6% | -$4,812 | 减仓 |
| NVDA | NVIDIA CORPORATION | $156.98万 | 1.25% | 9,001 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $681.61万 | 5.44% | 28,685 | 28,685 | — | $681.61万 | 新建仓 |
| IWV | ISHARES TR | $750.41万 | 5.98% | 20,244 | 708 | 3.6% | $26.24万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,213.81万 | 9.68% | 463,287 | 26,491 | 6.1% | $69.41万 | 加仓 |
| USFR | WISDOMTREE TR | $1,433.43万 | 11.43% | 284,750 | 17,002 | 6.4% | $85.59万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,476.87万 | 11.78% | 186,804 | -2,807 | -1.5% | -$22.19万 | 减仓 |
| IDEV | ISHARES TR | $2,028.60万 | 16.18% | 242,742 | 193,566 | 393.6% | $1,617.63万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,181.27万 | 17.40% | 851,393 | 89,709 | 11.8% | $229.83万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,241.46万 | 17.88% | 292,848 | -162,948 | -35.8% | -$1,247.20万 | 减仓 |