Melone Private Wealth, LLC
- SEC CIK
- 0001905765
- 最新申報
- 2026/7/9
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/21 申報。只含多頭部位。
- 持股檔數
- 59
- 2021 年第 3 季沒有申報
- 總值
- $1.33 億
- 2021 年第 3 季沒有申報
Melone Private Wealth, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 208,922 | $926.8 萬 | 7.0% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 287,151 | $850.5 萬 | 6.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 205,294 | $756.5 萬 | 5.7% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 105,783 | $696.7 萬 | 5.2% | – | – | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 98,876 | $640.1 萬 | 4.8% | – | – | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 173,119 | $602.6 萬 | 4.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 82,997 | $601.5 萬 | 4.5% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 118,229 | $540.9 萬 | 4.1% | – | – | – |
| Nuveen Enhanced Mun Value FD67074M101 | COM | 316,522 | $495.7 萬 | 3.7% | – | – | – |
| MIYBlackRock Muniyield Michigan Quality Fund, Inc. | COM | 279,194 | $428.3 萬 | 3.2% | – | – | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 121,216 | $398.3 萬 | 3.0% | – | – | – |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 226,884 | $388.0 萬 | 2.9% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 44,893 | $380.3 萬 | 2.9% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 30,765 | $335.5 萬 | 2.5% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 92,307 | $304.3 萬 | 2.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 35,407 | $300.1 萬 | 2.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 7,511 | $272.9 萬 | 2.1% | – | – | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 43,649 | $262.2 萬 | 2.0% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 41,832 | $261.2 萬 | 2.0% | – | – | – |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 173,742 | $227.3 萬 | 1.7% | – | – | 歷史 |
| VGMInvesco Trust for Investment Grade Municipals | COM | 161,446 | $225.5 萬 | 1.7% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,583 | $190.9 萬 | 1.4% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 15,279 | $176.7 萬 | 1.3% | – | – | – |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 115,075 | $174.0 萬 | 1.3% | – | – | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 98,889 | $154.3 萬 | 1.2% | – | – | 歷史 |
| BYMBlackRock Municipal Income Quality Trust | COM | 96,366 | $150.4 萬 | 1.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 27,363 | $144.4 萬 | 1.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 12,367 | $143.8 萬 | 1.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $135.2 萬 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,207 | $132.7 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,352 | $129.2 萬 | 1.0% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,227 | $119.7 萬 | 0.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,532 | $110.5 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,814 | $107.1 萬 | 0.8% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 12,458 | $102.8 萬 | 0.8% | – | – | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 18,592 | $97.6 萬 | 0.7% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,614 | $91.2 萬 | 0.7% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,155 | $89.3 萬 | 0.7% | – | – | – |
| VanEck ETF Trust92189F387 | SHRT HGH YLD MUN | 33,716 | $84.8 萬 | 0.6% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 19,086 | $78.6 萬 | 0.6% | – | – | – |
| HBANHuntington Bancshares Inc | COM | 49,699 | $76.6 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,384 | $76.5 萬 | 0.6% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 20,386 | $73.7 萬 | 0.6% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 16,160 | $73.7 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 12,490 | $67.5 萬 | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 24,206 | $65.6 萬 | 0.5% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,295 | $61.8 萬 | 0.5% | – | – | – |
| ETF Managers Tr26924G870 | BLUESTAR ISRAEL | 9,678 | $61.2 萬 | 0.5% | – | – | – |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 38,202 | $59.8 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 11,090 | $55.8 萬 | 0.4% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 6,548 | $50.0 萬 | 0.4% | – | – | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 26,804 | $48.1 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,749 | $40.4 萬 | 0.3% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 2,950 | $34.4 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,064 | $31.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,795 | $30.0 萬 | 0.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,646 | $27.2 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,770 | $24.4 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 4,361 | $22.6 萬 | 0.2% | – | – | – |