小隐寺数据中心API 小隐寺主站

MBM Wealth Consultants, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

MBM Wealth Consultants, LLC

报告期 2026-03-31 · CIK 0001762068

持仓数

387

前50大市值合计

$397.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$49.1M

331,376

12.4%

VUG VANGUARD INDEX FDS

GROWTH ETF

$47.2M

108,120

11.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$44.1M

73,857

11.1%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$24.9M

503,937

6.3%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$24.4M

481,467

6.1%

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$23.4M

962,850

5.9%

VB VANGUARD INDEX FDS

SMALL CP ETF

$21.7M

82,718

5.5%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$18.7M

291,269

4.7%

JPLD J P MORGAN EXCHANGE TRADED F

JPMORGAM LTD DUR

$17.7M

339,073

4.5%

NEAR ISHARES U S ETF TR

SHORT DURATION B

$17.2M

337,510

4.3%

JMST J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL

$12.1M

236,555

3.0%

IEI ISHARES TR

3 7 YR TREAS BD

$11.1M

93,201

2.8%

SMMU PIMCO ETF TR

SHTRM MUN BD ACT

$4.0M

79,635

1.0%

AAPL APPLE INC

COM

$3.9M

15,208

1.0%

SUB ISHARES TR

SHRT NAT MUN ETF

$3.8M

35,894

1.0%

VLO VALERO ENERGY CORP

COM

$3.6M

14,651

0.9%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$3.6M

36,770

0.9%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$3.6M

46,908

0.9%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$3.5M

62,418

0.9%

LRCX LAM RESEARCH CORP

COM NEW

$3.3M

15,526

0.8%

IVV ISHARES TR

CORE S&P500 ETF

$3.0M

4,540

0.7%

NVDA NVIDIA CORPORATION

COM

$2.7M

15,432

0.7%

GOOG ALPHABET INC

CAP STK CL C

$2.6M

9,043

0.7%

AMZN AMAZON COM INC

COM

$2.6M

12,383

0.6%

ABBV ABBVIE INC

COM

$2.5M

11,689

0.6%

FDX FEDEX CORP

COM

$2.4M

6,709

0.6%

LMT LOCKHEED MARTIN CORP

COM

$2.1M

3,554

0.5%

NET CLOUDFLARE INC

CL A COM

$2.1M

10,059

0.5%

COST COSTCO WHOLESALE CORPORATION

COM

$2.0M

2,053

0.5%

MSFT MICROSOFT CORP

COM

$2.0M

5,524

0.5%

WM WASTE MGMT INC DEL

COM

$2.0M

8,487

0.5%

VRTX VERTEX PHARMACEUTICALS INC

COM

$1.9M

4,150

0.5%

ARCC ARES CAPITAL CORP

COM

$1.8M

101,651

0.5%

JMUB J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF

$1.8M

35,982

0.5%

BKNG BOOKING HOLDINGS INC

COM

$1.8M

424

0.4%

SCHW SCHWAB CHARLES CORP

COM

$1.8M

18,729

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.7M

3,585

0.4%

HD HOME DEPOT INC

COM

$1.7M

5,138

0.4%

ICE INTERCONTINENTAL EXCHANGE IN

COM

$1.7M

10,711

0.4%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$1.6M

33,518

0.4%

URI UNITED RENTALS INC

COM

$1.6M

2,221

0.4%

TMUS T-MOBILE US INC

COM

$1.6M

7,671

0.4%

COO COOPER COS INC

COM

$1.6M

22,529

0.4%

CI THE CIGNA GROUP

COM

$1.5M

5,750

0.4%

PGR PROGRESSIVE CORP

COM

$1.5M

7,504

0.4%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$1.5M

20,831

0.4%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$1.4M

31,536

0.4%

JEF JEFFERIES FINANCIAL GROUP IN

COM

$1.3M

32,353

0.3%

UNH UNITEDHEALTH GROUP INC

COM

$1.3M

4,873

0.3%

BX BLACKSTONE INC

COM

$1.3M

11,046

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

54%前 6 大占比

VYM12.4%VUG11.9%VOO11.1%PULS6.3%JPST6.1%SCHO5.9%