小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
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
$397.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2022-06-30 → 2023-06-30 · 共 150 项
建仓 9
增持 64
减持 13
清仓 64
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$13.9M
117,442
+33%
增持
VOO
VANGUARD INDEX FDS
+$9.9M
69,266
+31%
增持
VYM
VANGUARD WHITEHALL FDS
+$7.3M
260,887
+28%
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
LQDH
ISHARES U S ETF TR
-$5.7M
0
-100%
减持
FLRN
SPDR SER TR
-$5.5M
198,949
-48%
增持
VB
VANGUARD INDEX FDS
+$5.4M
66,498
+43%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$3.9M
272,759
-22%
增持
SRLN
SSGA ACTIVE ETF TR
+$3.4M
156,370
+108%
减持
SMB
VANECK ETF TRUST
-$2.2M
66,207
-66%
清仓
FALN
ISHARES TR
-$2.0M
0
-100%
增持
FLOT
ISHARES TR
+$1.9M
110,461
+49%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.7M
178,429
-16%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
3,988
+81%
减持
SHM
SPDR SER TR
-$1.2M
43,224
-37%
减持
PULS
PGIM ETF TR
-$1.1M
188,239
-11%
增持
AAPL
APPLE INC
+$981.2K
13,170
+19%
增持
SPYG
SPDR SER TR
+$867.8K
28,897
+69%
增持
SPYM
SPDR SER TR
+$855.1K
33,220
+66%
增持
SPYV
SPDR SER TR
+$835.0K
40,739
+58%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$821.4K
1,619
增持
MSFT
MICROSOFT CORP
+$815.4K
4,636
+59%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$749.0K
21,375
建仓
JEF
JEFFERIES FINL GROUP INC
+$700.6K
19,875
增持
NET
CLOUDFLARE INC
+$687.8K
14,258
+173%
增持
AMZN
AMAZON COM INC
+$670.0K
8,884
+92%
清仓
MED
MEDIFAST INC
-$641.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$559.0K
0
-100%
增持
URI
UNITED RENTALS INC
+$555.4K
2,264
+9%
建仓
SCHW
SCHWAB CHARLES CORP
+$545.6K
9,341
减持
DHR
DANAHER CORPORATION
-$532.8K
954
-68%
增持
—
LAM RESEARCH CORP
+$508.7K
1,618
+39%
增持
EPAM
EPAM SYS INC
+$507.1K
2,190
+14500%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$502.4K
180,446
-7%
建仓
PSTG
PURE STORAGE INC
+$492.5K
13,134
增持
BA
BOEING CO
+$489.9K
4,514
+26%
增持
BKNG
BOOKING HOLDINGS INC
+$488.2K
330
+34%
清仓
FISV
FISERV INC
-$482.0K
0
-100%
增持
IVV
ISHARES TR
+$456.1K
5,055
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$454.8K
86,321
-11%
建仓
—
PERFICIENT INC
+$445.9K
5,057
清仓
BAC
BANK OF AMERICA CORP
-$427.0K
0
-100%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$424.9K
4,991
增持
FDX
FEDEX CORP
+$418.5K
3,676
+54%
增持
SPSM
SPDR SER TR
+$411.0K
19,774
+91%
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$409.8K
4,300
减持
SJNK
SPDR SER TR
-$409.2K
282,386
-8%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$404.6K
2,198
+74%
清仓
PYPL
PAYPAL HLDGS INC
-$398.0K
0
-100%
增持
GOOG
ALPHABET INC
+$395.4K
9,283
+2739%
增持
AEE
AMEREN CORP
+$380.2K
5,051
+877%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$370.9K
7,418
+44%
清仓
UMBF
UMB FINANCIAL CORP
-$368.0K
0
-100%
增持
ARCC
ARES CAPITAL CORP
+$336.9K
51,424
+41%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$321.7K
12,712
+66%
清仓
—
FIRST TR MLP & ENERGY INCOME
-$312.0K
0
-100%
清仓
LDOS
LEIDOS HOLDINGS INC
-$305.0K
0
-100%
增持
MRK
MERCK & CO INC
+$277.6K
5,719
+56%
清仓
—
CYBEROPTICS CORP
-$277.0K
0
-100%
清仓
—
FIRSTCASH INC
-$272.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$271.5K
1,657
+28%
减持
VBK
VANGUARD INDEX FDS
-$271.0K
1,250
-56%
清仓
—
JACOBS ENGR GROUP INC
-$268.0K
0
-100%
清仓
BOOT
BOOT BARN HLDGS INC
-$267.0K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$264.0K
0
-100%
增持
HD
HOME DEPOT INC
+$258.3K
3,251
+15%
建仓
CNXC
CONCENTRIX CORP
+$245.5K
2,890
增持
BCE
BCE INC
+$233.1K
5,548
+10996%
增持
COP
CONOCOPHILLIPS
+$228.2K
2,820
+219%
清仓
CACC
CREDIT ACCEP CORP MICH
-$223.0K
0
-100%
增持
CAH
CARDINAL HEALTH INC
+$217.2K
3,123
+120%
增持
WM
WASTE MGMT INC DEL
+$208.0K
7,046
+9%
增持
JNJ
JOHNSON & JOHNSON
+$207.5K
2,230
+173%
增持
OMC
OMNICOM GROUP INC
+$206.1K
2,785
+201%
增持
BXMT
BLACKSTONE MTG TR INC
+$190.6K
11,875
+387%
增持
DG
DOLLAR GEN CORP NEW
-$190.5K
4,095
+14%
减持
PFE
PFIZER INC
-$189.6K
9,209
-7%
清仓
SPEM
SPDR INDEX SHS FDS
-$189.0K
0
-100%
增持
NRG
NRG ENERGY INC
+$188.4K
7,082
+239%
增持
UNM
UNUM GROUP
+$187.0K
5,715
+127%
清仓
FSK
FS KKR CAPITAL CORP
-$186.0K
0
-100%
增持
ORI
OLD REP INTL CORP
+$185.3K
9,813
+237%
增持
CTRE
CARETRUST REIT INC
+$184.8K
12,516
+249%
增持
SUB
ISHARES TR
+$176.6K
2,784
+158%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$173.3K
13,892
+190%
增持
SO
SOUTHERN CO
+$166.6K
3,431
+211%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$165.4K
2,982
+191%
增持
—
EXXON MOBIL CORP
+$160.2K
2,359
+123%
清仓
LOVE
LOVESAC COMPANY
-$153.0K
0
-100%
增持
EBF
ENNIS INC
+$152.4K
11,338
+197%
增持
PRU
PRUDENTIAL FINL INC
+$148.6K
2,923
+134%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$148.0K
0
-100%
增持
DOW
DOW INC
+$145.9K
5,080
+102%
增持
SR
SPIRE INC
+$138.7K
3,472
+214%
清仓
SBUX
STARBUCKS CORP
-$134.0K
0
-100%
清仓
ELV
ANTHEM INC
-$133.0K
0
-100%
增持
RF
REGIONS FINANCIAL CORP NEW
+$132.6K
10,247
+216%
增持
APPS
DIGITAL TURBINE INC
+$130.9K
23,585
+251%
清仓
EL
LAUDER ESTEE COS INC
-$130.0K
0
-100%
清仓
GOOGL
ALPHABET INC
-$129.0K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$128.4K
1,714
+103%
清仓
BX
BLACKSTONE GROUP INC
-$128.0K
0
-100%
减持
VLO
VALERO ENERGY CORP
-$124.7K
9,008
-18%
清仓
NKE
NIKE INC
-$124.0K
0
-100%
增持
USB
US BANCORP DEL
+$116.3K
9,237
+106%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$116.2K
1,406
+23%
清仓
TJX
TJX COS INC NEW
-$116.0K
0
-100%
清仓
INTC
INTEL CORP
-$115.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$112.1K
1,896
+7%
清仓
CVS
CVS HEALTH CORP
-$107.0K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$106.8K
14,496
+13%
清仓
—
BLACKROCK INC
-$102.0K
0
-100%
清仓
—
CANADIAN PAC RY LTD
-$101.0K
0
-100%
清仓
CHDN
CHURCHILL DOWNS INC
-$96.0K
0
-100%
增持
V
VISA INC
+$95.4K
1,645
+7%
清仓
ECL
ECOLAB INC
-$94.0K
0
-100%
清仓
FDN
FIRST TR EXCHANGE TRADED FD
-$93.0K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$92.0K
0
-100%
清仓
VIG
VANGUARD GROUP
-$90.0K
0
-100%
清仓
SPH
SUBURBAN PROPANE PARTNERS L
-$89.0K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$87.0K
0
-100%
清仓
SHYD
VANECK VECTORS ETF TR
-$87.0K
0
-100%
清仓
YUM
YUM BRANDS INC
-$87.0K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$86.0K
0
-100%
清仓
HXL
HEXCEL CORP
-$84.0K
0
-100%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$84.0K
0
-100%
清仓
—
SPARTANNASH CO
-$83.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$83.0K
0
-100%
清仓
—
ASML HOLDING N V
-$80.0K
0
-100%
增持
KEY
KEYCORP
+$79.4K
13,142
+314%
清仓
KKR
KKR & CO INC
-$78.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$76.6K
1,945
+25%
清仓
WPC
WP CAREY INC
-$76.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$75.5K
6,239
+123%
清仓
KMB
KIMBERLY CLARK CORP
-$75.0K
0
-100%
清仓
PUI
INVESCO EXCHANGE TRADED FD T
-$71.0K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$70.0K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$70.0K
0
-100%
清仓
BBDC
BARINGS BDC INC
-$69.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$68.0K
0
-100%
清仓
SDY
SPDR SER TR
-$68.0K
0
-100%
清仓
RM
REGIONAL MGMT CORP
-$67.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$64.7K
11,774
+14%
清仓
IBB
ISHARES TR
-$64.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$62.0K
0
-100%
清仓
KBE
SPDR SER TR
-$61.0K
0
-100%
清仓
IYG
ISHARES TR
-$60.0K
0
-100%
清仓
TRGP
TARGA RES CORP
-$60.0K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$59.0K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$59.0K
0
-100%
清仓
CSX
CSX CORP
-$58.0K
0
-100%