Mullooly Asset Management, Inc. 13F 持仓 · 2026年Q2
Mullooly Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 3.25 亿美元。前几大持仓：VLUE（14.26%）、MTUM（14.15%）、VEU（11.06%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | $46.3M | 14.26% | 231,953 | 减持 |
| 2 | MTUM | ISHARES TR | $46.0M | 14.15% | 134,087 | 减持 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $35.9M | 11.06% | 428,963 | 减持 |
| 4 | IJH | ISHARES TR | $32.2M | 9.91% | 417,673 | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $27.9M | 8.60% | 75,484 | 增持 |
| 6 | SHV | ISHARES TR | $27.5M | 8.45% | 248,775 | 增持 |
| 7 | IJR | ISHARES TR | $22.1M | 6.79% | 148,841 | 减持 |
| 8 | AGG | ISHARES TR | $15.9M | 4.90% | 160,987 | 增持 |
| 9 | BOND | PIMCO ETF TR | $15.4M | 4.75% | 167,343 | 增持 |
| 10 | QQQ | INVESCO QQQ TR | $14.2M | 4.37% | 19,274 | 减持 |
| 11 | SUB | ISHARES TR | $4.1M | 1.27% | 38,838 | 增持 |
| 12 | IYW | ISHARES TR | $4.0M | 1.24% | 15,926 | 增持 |
| 13 | USMV | ISHARES TR | $3.9M | 1.21% | 40,918 | 增持 |
| 14 | VTEB | VANGUARD MUN BD FDS | $2.4M | 0.74% | 47,259 | 增持 |
| 15 | ORLY | OREILLY AUTOMOTIVE INC | $1.6M | 0.50% | 17,790 | 减持 |
| 16 | AAPL | APPLE INC | $1.5M | 0.45% | 5,102 | 增持 |
| 17 | HD | HOME DEPOT INC | $1.5M | 0.45% | 4,120 | 增持 |
| 18 | GOOGL | ALPHABET INC | $1.3M | 0.40% | 3,670 | 增持 |
| 19 | SHY | ISHARES TR | $1.3M | 0.39% | 15,609 | 增持 |
| 20 | JPM | JPMORGAN CHASE & CO | $1.1M | 0.34% | 3,368 | 增持 |
| 21 | SHW | SHERWIN WILLIAMS CO | $1.1M | 0.34% | 3,164 | 增持 |
| 22 | SOXX | ISHARES TR | $962,235 | 0.30% | 1,502 | 增持 |
| 23 | GOOG | ALPHABET INC | $941,301 | 0.29% | 2,664 | 增持 |
| 24 | PDP | INVESCO EXCHANGE TRADED FD T | $932,407 | 0.29% | 6,148 | 减持 |
| 25 | AOA | ISHARES TR | $836,634 | 0.26% | 8,574 | 增持 |
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