Mueller Wealth, LLC

投资组合价值同比（季度）：+17.2% 13F不披露现金

前十大持仓权重97.76%

前二十五大持仓权重100.00%

持仓高于 1%9

有效持仓数量7.6

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 0.13% 估计买入 $11106753 · 卖出 $171056

新仓位1

增加15

减少2

已结清0

投资组合价值 $146.9M 按 13F 价值排名第 7514（共 9337） · 前 80.5%

持仓 18

截至 2026年6月30日数据截至 Q2 2026

行业细分

Technology 1.2%

Financials 0.4%

其他/未映射 98.3%

					连胜
SPYM State Street SPDR Portfolio S&P 500 ETF	$27240847	18.54%	309978	$4826257	上涨 ×1
IDEV iShares Core MSCI International Developed Markets ETF	$24091370	16.40%	270659	$3805384	上涨 ×2
SPAB State Street SPDR Portfolio Aggregate Bond ETF	$24047477	16.37%	942299	$2234794	上涨 ×2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF	$18401926	12.53%	202687	$3633215	上涨 ×1
USFR WisdomTree Floating Rate Treasury Fund	$15479686	10.54%	307442	$1145395	上涨 ×2
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	$13417313	9.13%	505932	$1279190	上涨 ×2
QQQM Invesco NASDAQ 100 ETF	$9073393	6.18%	29948	$2257297	上涨 ×1
IWV iShares Russell 3000 Fund	$9059065	6.17%	21245	$1554980	上涨 ×2
NVDA NVIDIA Corporation - Common Stock	$1803489	1.23%	9013	$233660	上涨 ×1
VTI Vanguard Morningstar Total Stock Market ETF	$998112	0.68%	2697	$133939	上涨 ×1
SPY SPY	$837753	0.57%	1122	$107420	下跌 ×2
IWY iShares Russell Top 200 Growth ETF	$700127	0.48%	2409	$-45034	下跌 ×2
BFC Bank First Corporation - Common Stock	$628828	0.43%	4239	$57360	上涨 ×2
DNP DNP Select Income Fund, Inc. Common Stock	$247618	0.17%	22949	$24627	上涨 ×2
SPHY State Street SPDR Portfolio High Yield Bond ETF	$225575	0.15%	9624	$14924	上涨 ×1
JPC Nuveen Preferred & Income Opportunities Fund	$222649	0.15%	28255	$21655	上涨 ×2
BTZ BlackRock Credit Allocation Income Trust	$221385	0.15%	21662	$16931	上涨 ×2
QQQ Invesco QQQ Trust, Series 1	$211903	0.14%	288		上涨 ×1
无匹配项

本季度新开仓位，按规模从大到小排序。

证券	价值	股份	% 占投资组合
QQQ	$211903	288	0.14%