MW

Mittelman Wealth Management

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$1.6億

申報季度: 2026-03-31 · 持股檔數: 52

Mittelman Wealth Management在最新一期 13F 報告中揭露了 52 項持股，申報期為 2026-03-31，總持股市值約為 US$1.6億，季度換手率為 15.6%。

機構性格雪花圖

集中度
25.72
持倉穩定性
15.61
動能／逆勢
100
產業集中度
76.44
多樣化
100
倉位均衡度
84.54

近期動向

  • 減碼 EVLV

    -25.0%　-US$297.4萬

  • 加碼 VGIT

    +199.5%　US$197.5萬

  • 減碼 IWM

    -45.1%　-US$150.1萬

  • 減碼 VOO

    -3.8%　-US$96.0萬

  • 加碼 IGLB

    +22.5%　US$152.4萬

  • 減碼 VB

    -25.4%　-US$97.8萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1VIGVanguard Dividend Apprec ETFETF-其他13.49%-0.50%+2.68%
2VYMVanguard High Dvd Yield ETFETF-其他10.86%-0.40%-2.54%
3VEAVanguard Ftse Developed ETFETF-其他8.82%+0.13%+3.14%
4VWOVanguard Ftse Emerging MarkeETF-新興市場8.12%+0.23%+6.74%
5IGIBIshares 5-10y Inv Grade CORPETF-投資等級公司債7.10%+0.23%+8.98%
6VOOVanguard S&p 500 ETFETF-大型股與成長6.59%-0.90%-3.79%
7IGLBIshares 10+ Year Inv Gr CORPETF-其他5.59%+0.75%+22.46%
8IGSBIshares 1-5y Inv Grade CORPETF-其他4.09%-0.58%-8.26%
9EVLVEvolv Technologies Holdings股票-其他3.21%-2.07%-25.00%
10VOVanguard Mid-cap ETFETF-其他2.93%+0.04%+6.75%
11VPUVanguard Utilities ETFETF-其他2.89%+0.39%+12.36%
12FLJPFranklin Ftse Japan ETFETF-其他2.31%+0.02%+0.36%
13BKLNInvesco Senior Loan ETFETF-其他1.95%+0.13%+14.96%
14VBVanguard Small-cap ETFETF-其他1.91%-0.71%-25.37%
15VGITVanguard Intermediate-term TETF-其他1.85%+1.20%+199.50%
16HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-非投資等級債1.66%-0.22%-6.87%
17VSSVanguard Ftse All Wo X-us ScETF-其他1.37%+0.03%+5.50%
18EWUIshares Msci United KingdomETF-其他1.32%+0.06%+5.88%
19FLINFranklin Ftse India ETFETF-其他0.98%-0.01%+19.57%
20GXCState Street Spdr S&p ChinaETF-新興市場0.98%+0.08%+17.43%
21MINTPimco Enhanced Short MaturitETF-其他0.95%+0.95%NEW
22IWMIshares Russell 2000 ETFETF-中小型股0.84%-1.01%-45.07%
23IWBIshares Russell 1000 ETFETF-其他0.75%+0.75%NEW
24VOXVanguard Communication ServiETF-其他0.65%-0.08%—
25VGLTVanguard Long-term TreasuryETF-政府公債0.64%+0.22%+62.02%
26VCRVanguard Consumer Discre ETFETF-其他0.57%-0.08%—
27AKREAkre Focus ETFETF-其他0.56%-0.22%-7.72%
28NVDANvidia CORP股票-科技0.47%+0.47%NEW
29HO1Hologic INC股票-其他0.46%+0.10%+31.11%
30GSGoldman Sachs Group INC股票-金融0.45%-0.14%-18.48%
31VGSHVanguard Short-term TreasuryETF-政府公債0.42%+0.05%+19.21%
32EMXCIshares Msci Emr Mrk Ex ChnaETF-其他0.39%—-7.71%
33SPXLDirexion Daily S&p 500 BullETF-大型股與成長0.36%-0.09%—
34EFAIshares Msci Eafe ETFETF-其他0.33%+0.33%NEW
35JPSTJpmorgan Ultra-short IncomeETF-其他0.33%+0.02%+11.27%
36AAPLApple INC股票-科技0.32%+0.07%+44.82%
37WMTWalmart INC股票-非循環性消費0.30%—-16.38%
38MSFTMicrosoft CORP股票-科技0.28%+0.11%+126.58%
39SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.27%—+4.50%
40UPROProshares Ultrapro S&p 500ETF-大型股與成長0.26%-0.07%—
41GOOGAlphabet Inc-cl C股票-通訊服務0.26%+0.26%NEW
42CSCOCisco Systems INC股票-科技0.26%-0.06%-16.54%
43GEGeneral Electric股票-工業0.24%-0.09%-17.39%
44GEVGE Vernova INC股票-工業0.22%—-18.38%
45IEIIshares 3-7 Year Treasury BoETF-政府公債0.20%+0.20%NEW
46HALHalliburton Co股票-能源0.20%+0.04%-9.71%
47IVVIshares Core S&p 500 ETFETF-大型股與成長0.19%+0.19%NEW
48IBMIntl Business Machines CORP股票-科技0.18%-0.11%-19.89%
49IGFIshares Global InfrastructurETF-其他0.18%+0.18%NEW
50IEFIshares 7-10 Year Treasury BETF-政府公債0.18%+0.18%NEW
1–50 of 52

本季持股變動

Mittelman Wealth Management 在 2026-03-31 最顯著的持倉異動： 新建倉: Pimco Enhanced Short Maturit (MINT); 新建倉: Ishares Russell 1000 ETF (IWB); 新建倉: Nvidia CORP (NVDA); 新建倉: Ishares Msci Eafe ETF (EFA); 新建倉: Alphabet Inc-cl C (GOOG).

Mittelman Wealth Management 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1VGITVanguard Intermediate-term T+1.2%+199.50%加碼
2IGLBIshares 10+ Year Inv Gr CORP+0.8%+22.46%加碼
3VPUVanguard Utilities ETF+0.4%+12.36%加碼
4VWOVanguard Ftse Emerging Marke+0.2%+6.74%加碼
5IGIBIshares 5-10y Inv Grade CORP+0.2%+8.98%加碼
6VGLTVanguard Long-term Treasury+0.2%+62.02%加碼
7VEAVanguard Ftse Developed ETF+0.1%+3.14%加碼
8BKLNInvesco Senior Loan ETF+0.1%+14.96%加碼
9MSFTMicrosoft CORP+0.1%+126.58%加碼
10HO1Hologic INC+0.1%+31.11%加碼
11GXCState Street Spdr S&p China+0.1%+17.43%加碼
12AAPLApple INC+0.1%+44.82%加碼
13EWUIshares Msci United Kingdom+0.1%+5.88%加碼
14VGSHVanguard Short-term Treasury+0.1%+19.21%加碼
15VOVanguard Mid-cap ETF0%+6.75%加碼
16HALHalliburton Co0%-9.71%減碼
17VSSVanguard Ftse All Wo X-us Sc0%+5.50%加碼
18FLJPFranklin Ftse Japan ETF0%+0.36%加碼
19JPSTJpmorgan Ultra-short Income0%+11.27%加碼
20FLINFranklin Ftse India ETF0%+19.57%加碼
21CSCOCisco Systems INC-0.1%-16.54%減碼
22UPROProshares Ultrapro S&p 500-0.1%—不變
23VCRVanguard Consumer Discre ETF-0.1%—不變
24VOXVanguard Communication Servi-0.1%—不變
25GEGeneral Electric-0.1%-17.39%減碼
26SPXLDirexion Daily S&p 500 Bull-0.1%—不變
27IBMIntl Business Machines CORP-0.1%-19.89%減碼
28GSGoldman Sachs Group INC-0.1%-18.48%減碼
29AKREAkre Focus ETF-0.2%-7.72%減碼
30HYGIshr Ibx Usd Hiyld Cb Etf-ui-0.2%-6.87%減碼
31VYMVanguard High Dvd Yield ETF-0.4%-2.54%減碼
32VIGVanguard Dividend Apprec ETF-0.5%+2.68%加碼
33IGSBIshares 1-5y Inv Grade CORP-0.6%-8.26%減碼
34VBVanguard Small-cap ETF-0.7%-25.37%減碼
35VOOVanguard S&p 500 ETF-0.9%-3.79%減碼
36IWMIshares Russell 2000 ETF-1%-45.07%減碼
37EVLVEvolv Technologies Holdings-2.1%-25.00%減碼
38MINTPimco Enhanced Short Maturit—NEW新建倉
39IWBIshares Russell 1000 ETF—NEW新建倉
40NVDANvidia CORP—NEW新建倉
41EFAIshares Msci Eafe ETF—NEW新建倉
42GOOGAlphabet Inc-cl C—NEW新建倉
43IEIIshares 3-7 Year Treasury Bo—NEW新建倉
44IVVIshares Core S&p 500 ETF—NEW新建倉
45IGFIshares Global Infrastructur—NEW新建倉
46IEFIshares 7-10 Year Treasury B—NEW新建倉
47JPMJpmorgan Chase & Co—NEW新建倉
48BNDVanguard Total Bond Market—EXIT清倉
49GOOGLAlphabet Inc-cl A—EXIT清倉
50AMZNAmazon.com INC—NEW新建倉

FAQ

Mittelman Wealth Management 是什麼機構？屬於哪種投資人類型？
Mittelman Wealth Management 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.6億，分佈在 52 個已申報部位之中。
Mittelman Wealth Management 目前前幾大持股有哪些？
根據最新 13F 申報，Mittelman Wealth Management 按市值排列的前幾大持股為： 1. Vanguard Dividend Apprec ETF (VIG) — US$2163.0萬 (13.5%) 2. Vanguard High Dvd Yield ETF (VYM) — US$1742.4萬 (10.9%) 3. Vanguard Ftse Developed ETF (VEA) — US$1415.1萬 (8.8%) 4. Vanguard Ftse Emerging Marke (VWO) — US$1302.4萬 (8.1%) 5. Ishares 5-10y Inv Grade CORP (IGIB) — US$1138.1萬 (7.1%)
Mittelman Wealth Management 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Mittelman Wealth Management 共進行了 46 項顯著調整：新建倉 11 個部位、加碼 20 個既有持股、減碼 13 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：新建倉: Pimco Enhanced Short Maturit (MINT); 新建倉: Ishares Russell 1000 ETF (IWB); 新建倉: Nvidia CORP (NVDA); 新建倉: Ishares Msci Eafe ETF (EFA); 新建倉: Alphabet Inc-cl C (GOOG)
Mittelman Wealth Management 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Mittelman Wealth Management 的主要板塊分佈如下： • Information Technology: 43.5% • Financials: 17.2% • Industrials: 13.3% • Consumer Staples: 8.7% • Communication Services: 7.5% • Energy: 5.7%