Mueller Wealth, LLC
Nilai portofolio QoQ: +17.2% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas97,76%
Bobot 25 kepemilikan teratas100,00%
Posisi di atas 1%9
Jumlah posisi efektif7,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,13% Perkiraan pembelian $11.106.753 · penjualan $171.056
Posisi baru1
Meningkat15
Menurun2
Tertutup0
Nilai Portofolio
$146.9M
Posisi
18
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 18 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $27.240.847 | 18,54% | 309.978 | $4.826.257 | Naik ×1 | ||
| IDEV | $24.091.370 | 16,40% | 270.659 | $3.805.384 | Naik ×2 | ||
| SPAB | $24.047.477 | 16,37% | 942.299 | $2.234.794 | Naik ×2 | ||
| SPTM | $18.401.926 | 12,53% | 202.687 | $3.633.215 | Naik ×1 | ||
| USFR | $15.479.686 | 10,54% | 307.442 | $1.145.395 | Naik ×2 | ||
| PYLD | $13.417.313 | 9,13% | 505.932 | $1.279.190 | Naik ×2 | ||
| QQQM | $9.073.393 | 6,18% | 29.948 | $2.257.297 | Naik ×1 | ||
| IWV | $9.059.065 | 6,17% | 21.245 | $1.554.980 | Naik ×2 | ||
| NVDA | $1.803.489 | 1,23% | 9.013 | $233.660 | Naik ×1 | ||
| VTI | $998.112 | 0,68% | 2.697 | $133.939 | Naik ×1 | ||
| SPY | $837.753 | 0,57% | 1.122 | $107.420 | Turun ×2 | ||
| IWY | $700.127 | 0,48% | 2.409 | $-45.034 | Turun ×2 | ||
| BFC | $628.828 | 0,43% | 4.239 | $57.360 | Naik ×2 | ||
| DNP | $247.618 | 0,17% | 22.949 | $24.627 | Naik ×2 | ||
| SPHY | $225.575 | 0,15% | 9.624 | $14.924 | Naik ×1 | ||
| JPC | $222.649 | 0,15% | 28.255 | $21.655 | Naik ×2 | ||
| BTZ | $221.385 | 0,15% | 21.662 | $16.931 | Naik ×2 | ||
| QQQ | $211.903 | 0,14% | 288 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| QQQ | $211.903 | 288 | 0,14% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +17K | +$4.8M |
| IDEV | Beli lebih banyak | +28K | +$3.8M |
| SPTM | Beli lebih banyak | +16K | +$3.6M |
| QQQM | Beli lebih banyak | +1K | +$2.3M |
| SPAB | Beli lebih banyak | +91K | +$2.2M |
| IWV | Beli lebih banyak | +1K | +$1.6M |
| PYLD | Beli lebih banyak | +43K | +$1.3M |
| USFR | Beli lebih banyak | +23K | +$1.1M |
| NVDA | Beli lebih banyak | +12 | +$234K |
| VTI | Beli lebih banyak | +3 | +$134K |