Mittelman Wealth Management
- SEC CIK
- 0002021464
- 最新申報
- 2026/8/6
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 33
- 較 2024 年第 4 季 +2
- 總值
- $1.11 億
- 較 2024 年第 4 季 +$336.2 萬 (+3.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 147,052 | $1,896 萬 | 17.1% | +7,766+5.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 93,934 | $1,822 萬 | 16.4% | +4,818+5.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 253,873 | $1,290 萬 | 11.6% | −7,465−2.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 23,631 | $1,214 萬 | 11.0% | −1,168−4.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 241,365 | $1,092 萬 | 9.9% | −131−0.1% | 減碼 | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 151,284 | $759.9 萬 | 6.9% | −4,239−2.7% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 134,595 | $706.9 萬 | 6.4% | +2,250+1.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 15,643 | $346.9 萬 | 3.1% | +3,337+27.1% | 加碼 | – |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 95,463 | $280.7 萬 | 2.5% | +4,473+4.9% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 42,850 | $224.4 萬 | 2.0% | +17,054+66.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,332 | $215.5 萬 | 1.9% | +630+8.2% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 20,815 | $164.2 萬 | 1.5% | +1,546+8.0% | 加碼 | – |
| HOLXHologic Inc | COM | 19,928 | $123.1 萬 | 1.1% | −1,087−5.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,765 | $95.1 萬 | 0.9% | +10+0.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,846 | $87.5 萬 | 0.8% | +56+0.6% | 加碼 | – |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 9,379 | $80.7 萬 | 0.7% | +253+2.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,149 | $64.6 萬 | 0.6% | −57−4.7% | 減碼 | – |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 16,015 | $59.0 萬 | 0.5% | +1,685+11.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 26,891 | $55.7 萬 | 0.5% | +26,891 | 新進 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,273 | $48.6 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,443 | $47.0 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,312 | $45.8 萬 | 0.4% | +268+3.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,929 | $45.4 萬 | 0.4% | +3,929 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 8,914 | $45.1 萬 | 0.4% | −1,851−17.2% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,353 | $41.5 萬 | 0.4% | +3+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 689 | $38.6 萬 | 0.3% | −134−16.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,308 | $35.9 萬 | 0.3% | −1,133−25.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,080 | $31.4 萬 | 0.3% | −184−3.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,020 | $29.4 萬 | 0.3% | −404−28.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 520 | $28.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,513 | $26.8 萬 | 0.2% | +4,513 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 840 | $20.9 萬 | 0.2% | −265−24.0% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,010 | $20.2 萬 | 0.2% | +1,010 | 新進 | 歷史 |
2024 年第 4 季之後清倉（2 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。