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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 7
增持 62
减持 59
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$17.7M
349,453
建仓
FLRN
SPDR SER TR
+$11.6M
384,161
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$10.7M
213,140
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。
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$10.1M
0
-100%
清仓
ISTB
ISHARES TR
-$9.8M
0
-100%
清仓
MBB
ISHARES TR
-$6.6M
0
-100%
清仓
VWOB
VANGUARD WHITEHALL FDS INC
-$6.4M
0
-100%
清仓
ITM
VANECK VECTORS ETF TR
-$5.3M
0
-100%
减持
MUB
ISHARES TR
-$5.2M
235
-100%
增持
VUG
VANGUARD INDEX FDS
-$4.8M
87,994
+4%
清仓
HYD
VANECK VECTORS ETF TR
-$4.2M
0
-100%
减持
SHYD
VANECK VECTORS ETF TR
-$4.1M
3,892
-98%
建仓
FLOT
ISHARES TR
+$3.7M
74,096
减持
SJNK
SPDR SER TR
-$3.2M
306,258
-24%
增持
VOO
VANGUARD INDEX FDS
-$2.7M
52,932
+4%
增持
PULS
PGIM ETF TR
+$2.0M
212,074
+24%
增持
VB
VANGUARD INDEX FDS
-$1.5M
46,546
+2%
减持
FALN
ISHARES TR
-$1.5M
79,541
-36%
增持
VYM
VANGUARD WHITEHALL FDS INC
-$1.4M
203,055
+3%
增持
VEA
VANGUARD TAX MANAGED INTL FD
-$1.3M
194,538
+2%
减持
LQDH
ISHARES U S ETF TR
-$1.1M
62,792
-14%
清仓
—
SPDR SER TR
-$1.0M
0
-100%
建仓
SPYM
SPDR SER TR
+$887.0K
20,003
减持
VO
VANGUARD INDEX FDS
-$842.0K
10,068
-15%
减持
IVV
ISHARES TR
-$527.0K
4,775
-7%
减持
SRLN
SSGA ACTIVE ETF TR
-$462.0K
75,298
-6%
减持
—
UMPQUA HOLDINGS CORP
-$442.0K
95
-100%
减持
MSFT
MICROSOFT CORP
-$436.0K
2,913
-24%
增持
AAPL
APPLE INC
-$399.0K
11,104
+1%
减持
VBK
VANGUARD INDEX FDS
-$391.0K
2,871
-26%
减持
AEE
AMEREN CORP
-$384.0K
517
-89%
增持
AMZN
AMAZON COM INC
-$369.0K
4,629
+1653%
减持
BA
BOEING CO
-$349.0K
3,588
-18%
清仓
SPMB
SPDR SER TR
-$344.0K
0
-100%
清仓
SPIB
SPDR SER TR
-$338.0K
0
-100%
增持
UMBF
UMB FINANCIAL CORP
+$318.0K
21,930
+4167%
增持
BAC
BANK OF AMERICA CORP
+$305.0K
45,901
+1448%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$300.0K
97,395
+3%
增持
NET
CLOUDFLARE INC
-$279.0K
5,222
+23%
减持
BBDC
BARINGS BDC INC
-$248.0K
1,386
-95%
减持
SHYG
ISHARES TR
-$234.0K
623
-89%
增持
PYPL
PAYPAL HLDGS INC
-$200.0K
5,695
+10%
减持
MRVL
MARVELL TECHNOLOGY INC
-$200.0K
2,000
-50%
增持
NVDA
NVIDIA CORPORATION
-$199.0K
2,205
+13%
减持
BKNG
BOOKING HOLDINGS INC
-$190.0K
247
-7%
增持
URI
UNITED RENTALS INC
-$189.0K
2,068
+6%
增持
SPYG
SPDR SER TR
-$189.0K
17,057
+4%
减持
OKE
ONEOK INC
-$166.0K
8,272
-7%
减持
SPSB
SPDR SER TR
-$162.0K
74
-99%
增持
GOOG
ALPHABET INC
-$159.0K
327
+4%
减持
DHR
DANAHER CORP DEL
-$154.0K
2,996
-4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$148.0K
5,154
+8%
减持
SMB
VANECK VECTORS ETF TR
-$144.0K
191,991
-4%
减持
ABBV
ABBVIE INC
-$138.0K
10,055
-3%
减持
—
CANADIAN PAC RY LTD
-$137.0K
1,442
-50%
增持
APPS
DIGITAL TURBINE INC
-$134.0K
6,718
+17%
减持
CHDN
CHURCHILL DOWNS INC
-$126.0K
500
-50%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$122.0K
0
-100%
增持
LOVE
LOVESAC COMPANY
-$117.0K
5,549
+11%
建仓
SUB
ISHARES TR
+$113.0K
1,080
增持
DG
DOLLAR GEN CORP NEW
+$107.0K
3,588
+3%
减持
MU
MICRON TECHNOLOGY INC
-$101.0K
1,000
-50%
减持
SHM
SPDR SER TR
-$101.0K
68,677
-3%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$99.0K
8,018
-11%
减持
PFE
PFIZER INC
-$99.0K
9,933
-17%
减持
—
FIRST TR MLP & ENERGY INCOME
-$97.0K
40,579
-18%
清仓
HON
HONEYWELL INTL INC
-$97.0K
0
-100%
减持
FSK
FS KKR CAPITAL CORP
-$94.0K
9,236
-25%
减持
UNH
UNITEDHEALTH GROUP INC
-$94.0K
1,562
-11%
增持
SPYV
SPDR SER TR
-$92.0K
25,842
+3%
增持
EW
EDWARDS LIFESCIENCES CORP
-$89.0K
5,874
+7%
减持
DIS
DISNEY WALT CO
-$88.0K
113
-84%
增持
COST
COSTCO WHSL CORP NEW
-$88.0K
1,293
+5%
增持
—
LAM RESEARCH CORP
-$88.0K
1,166
+7%
减持
V
VISA INC
-$86.0K
1,538
-12%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$85.0K
7,643
+8%
增持
BOOT
BOOT BARN HLDGS INC
-$85.0K
3,880
+4%
减持
SPTM
SPDR SER TR
-$75.0K
5,933
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$74.0K
2,966
+5832%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$68.0K
10,308
+3%
增持
MED
MEDIFAST INC
+$65.0K
3,526
+5%
减持
INTC
INTEL CORP
-$64.0K
3,087
-15%
减持
CSCO
CISCO SYSTEMS INC
-$62.0K
426
-70%
减持
BCE
BCE INC
-$60.0K
50
-96%
减持
T
AT&T INC
-$60.0K
10,417
-11%
清仓
HLMN
HILLMAN SOLUTIONS CORP
-$59.0K
0
-100%
减持
PH
PARKER-HANNIFIN CORP
-$56.0K
351
-30%
增持
SPDW
SPDR INDEX SHS FDS
-$53.0K
12,843
+4%
减持
HXL
HEXCEL CORP
-$51.0K
1,604
-29%
减持
META
META PLATFORMS INC
-$46.0K
303
-29%
增持
SPSM
SPDR SER TR
-$46.0K
10,353
+4%
清仓
—
LIBERTY MEDIA CORP DEL
-$46.0K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$45.0K
0
-100%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$41.0K
250
-50%
清仓
CHWY
CHEWY INC
-$41.0K
0
-100%
增持
HD
HOME DEPOT INC
-$40.0K
2,823
+4%
增持
MRK
MERCK & CO INC
+$39.0K
3,664
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$39.0K
1,262
+4%
减持
—
ASML HOLDING N V
-$37.0K
168
-4%
增持
FISV
FISERV INC
-$35.0K
5,417
+6%
减持
MSGS
MADISON SQUARE GRDN SPRT COR
-$35.0K
167
-50%
减持
KO
COCA COLA CO
-$33.0K
183
-75%
减持
ED
CONSOLIDATED EDISON INC
-$33.0K
2,781
-11%
增持
ARCC
ARES CAPITAL CORP
-$32.0K
36,484
+11%
增持
UDR
UDR INC
+$32.0K
514
+138%
清仓
—
NOODLES & CO
-$30.0K
0
-100%
增持
—
CYBEROPTICS CORP
-$30.0K
7,941
+5%
减持
WMT
WALMART INC
-$28.0K
365
-25%
增持
DOW
DOW INC
-$28.0K
2,509
+2%
减持
RM
REGIONAL MGMT CORP
-$27.0K
1,790
-8%
增持
FDX
FEDEX CORPORATION
+$26.0K
2,382
+7%
增持
PRU
PRUDENTIAL FINANCIAL INC
-$25.0K
1,250
+2%
增持
WMG
WARNER MUSIC GROUP CORP
-$24.0K
2,440
+63%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$22.0K
1,146
+5%
减持
VZ
VERIZON COMMUNICATIONS
-$22.0K
2,800
-13%
减持
XLK
SELECT SECTOR SPDR TR
-$22.0K
550
-5%
增持
CACC
CREDIT ACCEP CORP MICH
-$20.0K
470
+6%
增持
SBUX
STARBUCKS CORP
-$20.0K
1,758
+4%
增持
—
ASTRAZENECA PLC
+$20.0K
11,081
+3%
减持
SPHR
MADISON SQUARE GRDN ENTERTNM
-$19.0K
167
-50%
减持
SCHG
SCHWAB STRATEGIC TR
-$19.0K
508
-21%
减持
IYG
ISHARES TR
-$18.0K
407
-6%
减持
CNC
CENTENE CORP
-$18.0K
8,387
-3%
减持
KBE
SPDR SER TR
-$18.0K
1,383
-8%
增持
OMC
OMNICOM GROUP INC
-$16.0K
924
+4%
增持
UNP
UNION PAC CORP
-$16.0K
216
+127%
清仓
IWO
ISHARES TR
-$16.0K
0
-100%
建仓
QQQ
INVESCO EXCHANGE TRADED FD T
+$14.0K
49
增持
SPEM
SPDR INDEX SHS FDS
-$14.0K
5,432
+3%
清仓
—
ALLEGHANY CORP DEL
-$13.0K
0
-100%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$13.0K
4,791
+4%
增持
KEY
KEYCORP
-$13.0K
3,172
+4%
清仓
LIT
GLOBAL X FDS
-$12.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$12.0K
2,456
-11%
减持
CAT
CATERPILLAR INC DEL
-$12.0K
155
-14%
增持
—
FIRSTCASH INC
+$11.0K
3,916
+5%
减持
—
ICHOR HOLDINGS
-$11.0K
247
-47%
清仓
PAVE
GLOBAL X FDS
-$11.0K
0
-100%
清仓
IFRA
ISHARES TR
-$11.0K
0
-100%
增持
CWH
CAMPING WORLD HLDGS INC
-$11.0K
2,187
+5%
增持
EBF
ENNIS INC
+$9.0K
3,820
+3%
增持
KRO
KRONOS WORLDWIDE INC
+$8.0K
2,026
+7%
清仓
BUSE
FIRST BUSEY CORP
-$8.0K
0
-100%
增持
RF
REGIONS FINANCIAL CORP NEW
-$8.0K
3,240
+4%
增持
LDOS
LEIDOS HOLDINGS INC
-$8.0K
3,033
+5%
增持
WM
WASTE MGMT INC DEL
-$8.0K
6,435
+3%
增持
UNM
UNUM GROUP
+$8.0K
2,513
+3%
增持
ORI
OLD REP INTL CORP
-$7.0K
2,908
+4%
减持
C
CITIGROUP INC
-$7.0K
346
-19%
增持
SR
SPIRE INC
+$6.0K
1,105
+3%
