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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
$397.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 21
增持 94
减持 31
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
SRLN
SSGA ACTIVE ETF TR
+$3.1M
67,511
建仓
FALN
ISHARES TR
+$3.1M
102,516
减持
PULS
PGIM ETF TR
-$2.2M
153,889
-22%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SJNK
SPDR SER TR
-$1.8M
362,443
-15%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$981.0K
110,815
+12%
减持
PFE
PFIZER INC
-$918.0K
21,355
-54%
清仓
—
ALEXION PHARMACEUTICALS INC
-$535.0K
0
-100%
建仓
—
ASTRAZENECA PLC
+$529.0K
8,814
增持
MBB
ISHARES TR
+$474.0K
56,664
+8%
增持
ISTB
ISHARES TR
+$437.0K
182,977
+5%
增持
LQDH
ISHARES U S ETF TR
+$436.0K
64,585
+8%
增持
VOO
VANGUARD INDEX FDS
+$431.0K
29,723
+4%
增持
EMR
EMERSON ELEC CO
+$420.0K
6,200
+265%
减持
INTC
INTEL CORP
-$393.0K
5,031
-57%
减持
JNJ
JOHNSON & JOHNSON
-$387.0K
1,082
-68%
减持
XLE
SELECT SECTOR SPDR TR
-$366.0K
1,498
-82%
建仓
FISV
FISERV INC
+$364.0K
3,356
减持
SHYG
ISHARES TR
-$360.0K
10,810
-42%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$338.0K
3,963
-68%
减持
IYG
ISHARES TR
-$332.0K
613
-75%
增持
VUG
VANGUARD INDEX FDS
+$300.0K
73,797
+0%
减持
KBE
SPDR SER TR
-$300.0K
2,072
-74%
增持
VYM
VANGUARD WHITEHALL FDS INC
+$298.0K
118,269
+4%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$279.0K
3,553
建仓
APPS
DIGITAL TURBINE INC
+$251.0K
3,655
减持
IVV
ISHARES TR
-$220.0K
11,802
-4%
清仓
—
PROOFPOINT INC
-$217.0K
0
-100%
增持
VWOB
VANGUARD WHITEHALL FDS INC
+$210.0K
79,866
+5%
增持
BOOT
BOOT BARN HLDGS INC
+$205.0K
5,446
+64%
建仓
LOVE
LOVESAC COMPANY
+$204.0K
3,084
建仓
OOMA
OOMA INC
+$196.0K
10,537
增持
XPO
XPO LOGISTICS INC
-$195.0K
3,615
+5%
建仓
TBCH
TURTLE BEACH CORP
+$193.0K
6,944
增持
SPTM
SPDR SER TR
+$169.0K
62,421
+5%
增持
—
UMPQUA HOLDINGS CORP
+$169.0K
73,241
+3%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$168.0K
5,138
增持
VO
VANGUARD INDEX FDS
+$165.0K
35,775
+2%
增持
VEA
VANGUARD TAX MANAGED INTL FD
+$158.0K
155,834
+4%
建仓
PRPL
PURPLE INNOVATION INC
+$152.0K
7,254
增持
MUB
ISHARES TR
+$140.0K
35,844
+4%
增持
AAPL
APPLE INC
+$123.0K
8,763
+8%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$120.0K
3,892
-36%
减持
FSK
FS KKR CAPITAL CORP
-$112.0K
78,370
-8%
增持
ITM
VANECK VECTORS ETF TR
+$109.0K
85,703
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$106.0K
75,120
+6%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$100.0K
27,590
+4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$98.0K
374
-82%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$91.0K
959
+6%
增持
COST
COSTCO WHSL CORP NEW
+$82.0K
1,174
+4%
增持
OKE
ONEOK INC
+$81.0K
23,639
+2%
增持
URI
UNITED RENTALS INC
+$80.0K
1,594
+6%
减持
DHR
DANAHER CORP DEL
+$78.0K
2,387
-1%
增持
—
FIRST TR MLP & ENERGY INCOME
-$75.0K
161,643
+3%
增持
GOOG
ALPHABET INC
+$74.0K
290
+4%
增持
SHM
SPDR SER TR
+$72.0K
59,142
+3%
增持
MED
MEDIFAST INC
-$69.0K
2,214
+26%
增持
OLLI
OLLIES BARGAIN OUTLT HLDGS I
-$68.0K
6,288
+18%
减持
RM
REGIONAL MGMT CORP
+$67.0K
5,933
-1%
增持
WM
WASTE MGMT INC DEL
+$66.0K
5,831
+2%
增持
SMB
VANECK VECTORS ETF TR
+$63.0K
169,656
+2%
增持
VB
VANGUARD INDEX FDS
+$54.0K
38,166
+4%
增持
ARCC
ARES CAPITAL CORP
+$53.0K
26,584
+7%
增持
BX
BLACKSTONE GROUP INC
+$53.0K
1,000
+54%
减持
ABBV
ABBVIE INC
-$51.0K
10,314
-0%
减持
SPSB
SPDR SER TR
-$48.0K
8,984
-15%
清仓
VTRS
VIATRIS INC
-$46.0K
0
-100%
增持
HYD
VANECK VECTORS ETF TR
+$42.0K
58,404
+3%
减持
V
VISA INC
-$42.0K
1,820
-5%
减持
EW
EDWARDS LIFESCIENCES CORP
+$41.0K
4,503
-1%
增持
HXL
HEXCEL CORP
+$41.0K
8,547
+14%
增持
—
FIRSTCASH INC
+$40.0K
2,412
+8%
增持
SHYD
VANECK VECTORS ETF TR
+$40.0K
145,452
+3%
增持
HD
HOME DEPOT INC
+$38.0K
2,417
+2%
增持
FDX
FEDEX CORPORATION
-$37.0K
1,512
+22%
增持
ED
CONSOLIDATED EDISON INC
+$36.0K
9,324
+4%
减持
MSFT
MICROSOFT CORP
+$36.0K
3,563
-0%
增持
VZ
VERIZON COMMUNICATIONS
+$35.0K
8,907
+12%
增持
KKR
KKR & CO INC
+$35.0K
3,185
+19%
增持
T
AT&T INC
-$31.0K
38,088
+3%
建仓
CSX
CSX CORP
+$30.0K
1,000
增持
C
CITIGROUP INC
+$28.0K
6,294
+8%
增持
QNST
QUINSTREET INC
+$28.0K
14,041
+19%
增持
BA
BOEING CO
+$26.0K
3,399
+13%
减持
CACC
CREDIT ACCEP CORP MICH
+$25.0K
347
-11%
增持
SPYG
SPDR SER TR
+$25.0K
7,451
+4%
建仓
IT
GARTNER INC
+$25.0K
81
减持
PDI
PIMCO DYNAMIC INCOME FD
-$24.0K
6,461
-5%
增持
SPDW
SPDR INDEX SHS FDS
+$23.0K
12,309
+7%
增持
DG
DOLLAR GEN CORP NEW
+$22.0K
2,843
+6%
建仓
ET
ENERGY TRANSFER L P
+$21.0K
2,196
增持
KMB
KIMBERLY CLARK CORP
+$21.0K
3,796
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$20.0K
1,625
+14%
建仓
PLAY
DAVE & BUSTERS ENTMT INC
+$20.0K
529
增持
VBK
VANGUARD INDEX FDS
+$20.0K
14,361
+4%
减持
CSCO
CISCO SYSTEMS INC
-$20.0K
2,106
-17%
增持
LDOS
LEIDOS HOLDINGS INC
+$19.0K
2,222
+15%
增持
—
CYBEROPTICS CORP
-$19.0K
5,972
+6%
减持
OC
OWENS CORNING
-$17.0K
382
-25%
增持
VLO
VALERO ENERGY CORP
+$17.0K
21,450
+12%
建仓
USO
UNITED STS OIL FD LP
+$16.0K
308
减持
KMI
KINDER MORGAN INC
-$14.0K
1,880
-23%
增持
SPMB
SPDR SER TR
+$14.0K
15,258
+4%
增持
—
SPARTANNASH CO
+$12.0K
1,530
+33%
减持
GM
GENERAL MOTORS COMPANY
-$12.0K
130
-59%
增持
—
ICHOR HOLDINGS
-$10.0K
5,575
+25%
减持
WMT
WALMART INC
-$10.0K
264
-20%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$10.0K
7,585
+11%
增持
SLYG
SPDR SER TR
+$9.0K
2,632
+6%
增持
RF
REGIONS FINANCIAL CORP NEW
+$9.0K
1,538
+30%
增持
EXPE
EXPEDIA GROUP INC
+$9.0K
83
+177%
增持
PRU
PRUDENTIAL FINANCIAL INC
+$9.0K
778
+10%
减持
CVS
CVS HEALTH CORP
-$9.0K
160
-41%
建仓
HAL
HALLIBURTON CO
+$9.0K
395
增持
KEY
KEYCORP
+$9.0K
1,540
+31%
增持
—
SAFEHOLD INC
-$8.0K
3,175
+6%
增持
SPIB
SPDR SER TR
+$8.0K
10,606
+3%
增持
LUV
SOUTHWEST AIRLS CO
+$8.0K
215
+258%
增持
NRG
NRG ENERGY INC
+$8.0K
1,032
+21%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$8.0K
1,128
+16%
建仓
ALK
ALASKA AIR GROUP INC
+$8.0K
130
建仓
—
GLAXOSMITHKLINE PLC
+$7.0K
180
减持
META
FACEBOOK INC COM CL A
-$7.0K
468
-2%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$7.0K
2,946
+8%
增持
SAFT
SAFETY INS GROUP INC
+$7.0K
372
+33%
增持
BCE
BCE INC
+$7.0K
625
+30%
增持
—
EXXON MOBIL CORP
+$7.0K
712
+30%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$7.0K
520
+28%
增持
LIT
GLOBAL X FDS
+$6.0K
157
+57%
增持
—
LAM RESEARCH CORP
-$6.0K
964
+13%
建仓
SLB
SCHLUMBERGER LTD
+$6.0K
215
增持
WPC
WP CAREY INC
+$6.0K
402
+32%
增持
PPL
PPL CORP
+$6.0K
987
+23%
增持
BGS
B & G FOODS INC NEW
+$6.0K
888
+39%
增持
UNH
UNITEDHEALTH GROUP INC
-$6.0K
1,697
+2%
清仓
SRE
SEMPRA ENERGY
-$5.0K
0
-100%
增持
OMC
OMNICOM GROUP INC
+$5.0K
425
+31%
增持
SO
SOUTHERN CO
+$5.0K
465
+17%
增持
CAH
CARDINAL HEALTH INC
+$5.0K
519
+38%
增持
—
ALLEGHANY CORP DEL
+$5.0K
375
+9%
建仓
DE
DEERE & CO
+$5.0K
15
增持
COP
CONOCOPHILLIPS
+$5.0K
594
+3%
增持
CNC
CENTENE CORP
-$4.0K
8,130
+16%
增持
MCY
MERCURY GENL CORP NEW
+$4.0K
514
+32%
增持
ORI
OLD REP INTL CORP
+$4.0K
1,395
+26%
增持
EBF
ENNIS INC
+$4.0K
1,485
+33%
增持
DUK
DUKE ENERGY CORP NEW
+$4.0K
294
+18%
增持
PGR
PROGRESSIVE CORP OHIO
+$4.0K
432
+21%
增持
UNM
UNUM GROUP
+$4.0K
1,147
+32%
增持
SPEM
SPDR INDEX SHS FDS
+$4.0K
5,044
+8%
减持
AEE
AMEREN CORP
+$3.0K
4,724
-1%
