Mueller Wealth, LLC
MISHICOT WI · SEC CIK 0002110608
$1.47亿2026Q2 申报市值
18持仓数
97.8%前十大占比 · 第一大 18.5%
1 / 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
IDEV 加仓+$248.49万
SPAB 加仓+$231.99万
SPYM 加仓+$150.54万
SPTM 加仓+$144.20万
USFR 加仓+$114.25万
2026Q2 卖出最多 按季末市值估算
IWY 减仓-$17.03万
SPY 减仓-$747
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2,724.08万 | 18.54% | 309,978 | 17,130 | 5.8% | $150.54万 | 加仓 |
| IDEV | ISHARES TR | $2,409.14万 | 16.40% | 270,659 | 27,917 | 11.5% | $248.49万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,404.75万 | 16.37% | 942,299 | 90,906 | 10.7% | $231.99万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,840.19万 | 12.53% | 202,687 | 15,883 | 8.5% | $144.20万 | 加仓 |
| USFR | WISDOMTREE TR | $1,547.97万 | 10.54% | 307,442 | 22,692 | 8.0% | $114.25万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,341.73万 | 9.13% | 505,932 | 42,645 | 9.2% | $113.09万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $907.34万 | 6.18% | 29,948 | 1,263 | 4.4% | $38.27万 | 加仓 |
| IWV | ISHARES TR | $905.91万 | 6.17% | 21,245 | 1,001 | 4.9% | $42.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $180.35万 | 1.23% | 9,013 | 12 | 0.1% | $2,401 | 加仓 |
| VTI | VANGUARD INDEX FDS | $99.81万 | 0.68% | 2,697 | 3 | 0.1% | $1,110 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $83.78万 | 0.57% | 1,122 | -1 | -0.1% | -$747 | 减仓 |
| IWY | ISHARES TR | $70.01万 | 0.48% | 2,409 | -586 | -19.6% | -$17.03万 | 减仓 |
| BFC | BANK FIRST CORP | $62.88万 | 0.43% | 4,239 | 8 | 0.2% | $1,187 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $24.76万 | 0.17% | 22,949 | 1,299 | 6.0% | $1.40万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $22.56万 | 0.15% | 9,624 | 591 | 6.5% | $1.39万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $22.26万 | 0.15% | 28,255 | 1,598 | 6.0% | $1.26万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $22.14万 | 0.15% | 21,662 | 1,419 | 7.0% | $1.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $21.19万 | 0.14% | 288 | 288 | — | $21.19万 | 新建仓 |