Mueller Wealth, LLC 13F 持仓 · 2026年Q2
Mueller Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 1.47 亿美元。前几大持仓：SPYM（18.54%）、IDEV（16.40%）、SPAB（16.37%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $27.2M | 18.54% | 309,978 | 增持 |
| 2 | IDEV | ISHARES TR | $24.1M | 16.40% | 270,659 | 增持 |
| 3 | SPAB | SPDR SERIES TRUST | $24.0M | 16.37% | 942,299 | 增持 |
| 4 | SPTM | SPDR SERIES TRUST | $18.4M | 12.53% | 202,687 | 增持 |
| 5 | USFR | WISDOMTREE TR | $15.5M | 10.54% | 307,442 | 增持 |
| 6 | PYLD | PIMCO ETF TR | $13.4M | 9.13% | 505,932 | 增持 |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $9.1M | 6.18% | 29,948 | 增持 |
| 8 | IWV | ISHARES TR | $9.1M | 6.17% | 21,245 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $1.8M | 1.23% | 9,013 | 增持 |
| 10 | VTI | VANGUARD INDEX FDS | $998,112 | 0.68% | 2,697 | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $837,753 | 0.57% | 1,122 | 减持 |
| 12 | IWY | ISHARES TR | $700,127 | 0.48% | 2,409 | 减持 |
| 13 | BFC | BANK FIRST CORP | $628,828 | 0.43% | 4,239 | 增持 |
| 14 | DNP | DNP SELECT INCOME FD INC | $247,618 | 0.17% | 22,949 | 增持 |
| 15 | BTZ | BLACKROCK CR ALLOCATION | $221,385 | 0.15% | 21,662 | 增持 |
| 16 | JPC | NUVEEN PFD & INCOME OPPORTUN | $222,649 | 0.15% | 28,255 | 增持 |
| 17 | SPHY | SPDR SERIES TRUST | $225,575 | 0.15% | 9,624 | 增持 |
| 18 | QQQ | INVESCO QQQ TR | $211,903 | 0.14% | 288 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR