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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 101 项
建仓 8
增持 65
减持 23
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
SJNK
SPDR SER TR
-$7.0M
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR
-$6.5M
0
-100%
建仓
SCHO
SCHWAB STRATEGIC TR
+$6.1M
127,331
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。
建仓
SGOV
ISHARES TR
+$5.8M
57,336
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.2M
230,170
-16%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
115,816
-1%
增持
VB
VANGUARD INDEX FDS
-$925.3K
68,649
+3%
增持
PULS
PGIM ETF TR
+$902.7K
206,299
+10%
增持
FLOT
ISHARES TR
+$881.4K
127,685
+16%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$732.0K
192,976
+8%
减持
NVDA
NVIDIA CORPORATION
-$688.4K
2,337
-41%
增持
FLRN
SPDR SER TR
+$654.3K
219,920
+11%
增持
VOO
VANGUARD INDEX FDS
-$434.2K
70,502
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$416.4K
185,290
+3%
减持
SMB
VANECK ETF TRUST
-$398.5K
42,834
-35%
建仓
ELV
ELEVANCE HEALTH INC
+$328.8K
724
增持
EPAM
EPAM SYS INC
+$308.9K
3,437
+57%
增持
SUB
ISHARES TR
+$297.0K
5,686
+104%
建仓
SHYD
VANECK ETF TRUST
+$292.7K
13,425
增持
UNH
UNITEDHEALTH GROUP INC
+$279.0K
2,146
+10%
减持
AAPL
APPLE INC
-$269.2K
12,469
-5%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$254.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$246.9K
8,327
-5%
增持
CNC
CENTENE CORP DEL
+$242.2K
13,301
+21%
清仓
DHR
DANAHER CORPORATION
-$227.2K
0
-100%
建仓
—
SPARTANNASH CO
+$221.8K
9,694
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$216.0K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$201.5K
6,030
增持
VLO
VALERO ENERGY CORP
+$185.4K
9,692
+8%
减持
—
PERFICIENT INC
-$174.0K
4,755
-6%
减持
SHM
SPDR SER TR
-$172.7K
40,007
-7%
增持
ABBV
ABBVIE INC
+$163.3K
11,466
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$157.1K
88,267
+2%
减持
FDX
FEDEX CORP
-$150.3K
3,341
-9%
增持
ADBE
ADOBE INC
+$147.1K
1,765
+9%
减持
MSFT
MICROSOFT CORP
-$133.1K
4,365
-6%
增持
CNXC
CONCENTRIX CORP
+$124.4K
4,674
+62%
增持
BKNG
BOOKING HOLDINGS INC
+$124.1K
354
+7%
增持
SCHW
SCHWAB CHARLES CORP
+$114.4K
12,858
+38%
减持
GOOG
ALPHABET INC
+$110.7K
8,812
-5%
增持
SPYG
SPDR SER TR
+$107.6K
30,898
+7%
减持
AMZN
AMAZON COM INC
-$104.4K
8,149
-8%
增持
—
ASTRAZENECA PLC
+$99.9K
12,928
+12%
减持
—
LAM RESEARCH CORP
-$98.4K
1,410
-13%
减持
URI
UNITED RENTALS INC
-$98.0K
2,216
-2%
建仓
BBDC
BARINGS BDC INC
+$92.1K
10,264
减持
NET
CLOUDFLARE INC
-$89.4K
13,513
-5%
减持
IVV
ISHARES TR
-$89.0K
5,023
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$84.9K
2,279
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$81.9K
273,324
+5%
减持
PSTG
PURE STORAGE INC
-$80.7K
11,729
-11%
增持
BA
BOEING CO
-$80.6K
4,864
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$80.3K
2,169
+14%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$79.2K
13,430
+6%
减持
USB
US BANCORP DEL
-$75.4K
7,739
-16%
减持
V
VISA INC
-$75.0K
1,361
-17%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$74.0K
14,295
+21%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$70.3K
13,011
增持
ARCC
ARES CAPITAL CORP
+$69.5K
55,727
+8%
增持
COST
COSTCO WHSL CORP NEW
+$69.3K
1,695
+2%
增持
SPYM
SPDR SER TR
+$66.0K
35,641
+7%
增持
JEF
JEFFERIES FINL GROUP INC
+$65.2K
23,023
+16%
增持
PGR
PROGRESSIVE CORP
+$60.2K
1,850
+8%
增持
COP
CONOCOPHILLIPS
+$56.7K
2,923
+4%
增持
APPS
DIGITAL TURBINE INC
-$53.6K
36,315
+54%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$51.9K
4,634
+8%
减持
PFE
PFIZER INC
-$50.0K
8,765
-5%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$47.9K
5,557
+11%
减持
VBK
VANGUARD INDEX FDS
-$43.1K
1,207
-3%
增持
OMC
OMNICOM GROUP INC
-$42.0K
2,993
+7%
增持
NRG
NRG ENERGY INC
+$33.2K
7,354
+4%
增持
CTRE
CARETRUST REIT INC
+$30.5K
13,108
+5%
增持
EBF
ENNIS INC
+$30.2K
12,119
+7%
增持
ORI
OLD REP INTL CORP
+$26.3K
10,280
+5%
增持
UNM
UNUM GROUP
+$24.6K
5,938
+4%
增持
BCE
BCE INC
-$22.5K
5,938
+7%
增持
KEY
KEYCORP
+$21.4K
14,900
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$21.4K
2,650
+2%
增持
—
EXXON MOBIL CORP
+$21.3K
2,481
+5%
增持
SPYV
SPDR SER TR
+$20.6K
43,883
+8%
增持
PRU
PRUDENTIAL FINL INC
+$19.7K
3,072
+5%
增持
DG
DOLLAR GEN CORP NEW
-$17.8K
6,051
+48%
增持
RF
REGIONS FINANCIAL CORP NEW
-$16.7K
11,031
+8%
减持
JNJ
JOHNSON & JOHNSON
-$15.9K
2,146
-4%
增持
SPSM
SPDR SER TR
-$12.7K
21,624
+9%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$12.7K
3,178
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$11.4K
1,555
+11%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$10.5K
7,847
+6%
增持
CAH
CARDINAL HEALTH INC
+$9.6K
3,238
+4%
增持
DOW
DOW INC
-$9.5K
5,338
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$9.4K
6,786
+9%
减持
OKE
ONEOK INC NEW
-$7.9K
6,203
-9%
增持
T
AT&T INC
+$7.0K
14,959
+9%
增持
WM
WASTE MGMT INC DEL
-$6.4K
7,466
+6%
增持
MRK
MERCK & CO INC
-$4.9K
5,863
+3%
增持
BXMT
BLACKSTONE MTG TR INC
+$4.7K
12,490
+5%
增持
HD
HOME DEPOT INC
-$4.1K
3,522
+8%
增持
SPDW
SPDR INDEX SHS FDS
+$4.1K
15,686
+8%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$3.4K
14,607
+5%
增持
SR
SPIRE INC
-$3.3K
3,789
+9%
增持
SO
SOUTHERN CO
-$2.9K
3,648
+6%
