13FBOX
Mueller Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Mueller Wealth, LLC

No.8223 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.47亿
环比变动 Q1 2026
+$2,151.4万+17.2%
持仓股票数
18
新买入
1
加仓
15
减仓
2
清仓
0
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYM
18.54%17.88%$2,724.1万31.0万股$2,241.5万29.3万股+1.7万股+5.85%加仓
IiShares安硕信托IDEV
16.4%16.18%$2,409.1万27.1万股$2,028.6万24.3万股+2.8万股+11.50%加仓
S道富SPAB
16.37%17.4%$2,404.7万94.2万股$2,181.3万85.1万股+9.1万股+10.68%加仓
SSPDR道富系列信托SPTM
12.53%11.78%$1,840.2万20.3万股$1,476.9万18.7万股+1.6万股+8.50%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
10.54%11.43%$1,548.0万30.7万股$1,433.4万28.5万股+2.3万股+7.97%加仓
PPIMCO太平洋投资管理ETFPYLD
9.13%9.68%$1,341.7万50.6万股$1,213.8万46.3万股+4.3万股+9.20%加仓
I景顺·NASDAQ 100 ETFQQQM
6.18%5.44%$907.3万3.0万股$681.6万2.9万股+1,263股+4.40%加仓
IiShares安硕信托IWV
6.17%5.98%$905.9万2.1万股$750.4万2.0万股+1,001股+4.94%加仓
英伟达NVDA
1.23%1.25%$180.3万9,013股$157.0万9,001股+12股+0.13%加仓
G通用动力VTI
0.68%0.69%$99.8万2,697股$86.4万2,694股+3股+0.11%加仓
SSPDR标普500 ETFSPY
0.57%0.58%$83.8万1,122股$73.0万1,123股-1股-0.09%减仓
IiShares安硕信托IWY
0.48%0.59%$70.0万2,409股$74.5万2,995股-586股-19.57%减仓
BANK FIRSTBFC
0.43%0.46%$62.9万4,239股$57.1万4,231股+8股+0.19%加仓
DNP SELECT INCOMEDNP
0.17%0.18%$24.8万2.3万股$22.3万2.2万股+1,299股+6.00%加仓
S道富SPHY
0.15%0.17%$22.6万9,624股$21.1万9,033股+591股+6.54%加仓
NUVEEN PREFERRED INCOMEJPC
0.15%0.16%$22.3万2.8万股$20.1万2.7万股+1,598股+5.99%加仓
贝莱德·CR ALLOCATIONBTZ
0.15%0.16%$22.1万2.2万股$20.4万2.0万股+1,419股+7.01%加仓
V先锋领航指数基金VOO
0.14%$21.2万288股$00股+288股新买入

🧭 机构资金流板块热力图

净流出 净流入