Mueller Wealth, LLC
CIK 2110608 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $146.9M
- 持仓
- 18
- 截至
- 2026年6月30日
按 13F 价值排名第 7465（共 9443） · 前 79.1%
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
行业细分
Technology
1.2%
Financials
0.4%
其他/未映射
98.3%
完整投资组合 18 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $27240847 | 18.54% | 309978 | $4826257 | 上涨 ×1 | ||
| IDEV | $24091370 | 16.40% | 270659 | $3805384 | 上涨 ×2 | ||
| SPAB | $24047477 | 16.37% | 942299 | $2234794 | 上涨 ×2 | ||
| SPTM | $18401926 | 12.53% | 202687 | $3633215 | 上涨 ×1 | ||
| USFR | $15479686 | 10.54% | 307442 | $1145395 | 上涨 ×2 | ||
| PYLD | $13417313 | 9.13% | 505932 | $1279190 | 上涨 ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $9073393 | 6.18% | 29948 | $2257297 | 上涨 ×1 | ||
| IWV | $9059065 | 6.17% | 21245 | $1554980 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1803489 | 1.23% | 9013 | $233660 | 上涨 ×1 | ||
| VTI | $998112 | 0.68% | 2697 | $133939 | 上涨 ×1 | ||
| SPY SPY | $837753 | 0.57% | 1122 | $107420 | 下跌 ×2 | ||
| IWY | $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 | $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 | |||||||
最大新仓位
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% |