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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 117 项
建仓 19
增持 48
减持 31
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
VYM
VANGUARD WHITEHALL FDS
+$6.0M
299,727
+10%
增持
VOO
VANGUARD INDEX FDS
+$5.2M
73,432
+4%
减持
VUG
VANGUARD INDEX FDS
+$4.9M
113,703
-2%
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。
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.0M
251,636
+36%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$3.4M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$2.8M
72,642
+6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.8M
227,306
+18%
增持
PULS
PGIM ETF TR
+$1.8M
241,002
+17%
增持
FLRN
SPDR SER TR
+$1.5M
268,919
+22%
增持
FLOT
ISHARES TR
+$1.3M
153,573
+20%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.3M
152,661
+20%
增持
SGOV
ISHARES TR
+$1.2M
69,086
+20%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
2,652
建仓
TMUS
T-MOBILE US INC
+$974.0K
5,972
建仓
CI
THE CIGNA GROUP
+$972.6K
3,254
减持
VO
VANGUARD INDEX FDS
-$888.3K
3,578
-57%
清仓
—
ASTRAZENECA PLC
-$870.4K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$807.2K
0
-100%
增持
SHM
SPDR SER TR
+$781.7K
55,449
+39%
增持
PGR
PROGRESSIVE CORP
+$776.6K
5,982
+223%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$750.6K
0
-100%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$686.5K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$672.6K
0
-100%
建仓
—
AIR LEASE CORP
+$493.4K
11,445
增持
MSFT
MICROSOFT CORP
+$475.0K
4,651
+7%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$473.3K
2,182
建仓
TITN
TITAN MACHY INC
+$462.6K
16,699
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$407.6K
220,667
-4%
增持
NVDA
NVIDIA CORPORATION
+$398.6K
2,339
+0%
增持
SPYM
SPDR SER TR
+$394.8K
38,132
+7%
减持
URI
UNITED RENTALS INC
+$366.8K
2,048
-8%
增持
SPYG
SPDR SER TR
+$358.2K
32,411
+5%
增持
SPYV
SPDR SER TR
+$348.9K
45,814
+4%
清仓
CAH
CARDINAL HEALTH INC
-$301.8K
0
-100%
建仓
CSCO
CISCO SYS INC
+$299.0K
5,719
增持
HD
HOME DEPOT INC
+$297.2K
3,726
+6%
增持
SPDW
SPDR INDEX SHS FDS
+$297.0K
22,961
+46%
增持
SUB
ISHARES TR
+$287.1K
8,319
+46%
增持
WM
WASTE MGMT INC DEL
+$282.5K
7,921
+6%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$276.7K
4,357
清仓
—
PERFICIENT INC
-$271.8K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$267.1K
369
+4%
增持
JEF
JEFFERIES FINL GROUP INC
+$264.1K
25,124
+9%
减持
—
LAM RESEARCH CORP
+$263.4K
1,387
-2%
清仓
EBF
ENNIS INC
-$259.6K
0
-100%
减持
AMZN
AMAZON COM INC
+$253.9K
8,133
-0%
清仓
SPTM
SPDR SER TR
-$252.8K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$251.9K
0
-100%
建仓
CNA
CNA FINL CORP
+$248.9K
5,643
建仓
FHI
FEDERATED HERMES INC
+$247.5K
6,951
建仓
TNL
TRAVEL PLUS LEISURE CO
+$245.4K
5,920
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$240.7K
0
-100%
清仓
CW
CURTISS WRIGHT CORP
-$236.5K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$233.6K
3,179
建仓
WEN
WENDYS CO
+$233.2K
12,021
增持
SCHW
SCHWAB CHARLES CORP
+$232.5K
13,958
+9%
建仓
KMI
KINDER MORGAN INC DEL
+$232.4K
13,380
减持
NET
CLOUDFLARE INC
+$228.6K
12,516
-7%
建仓
CME
CME GROUP INC
+$227.1K
1,109
清仓
BCE
BCE INC
-$224.7K
0
-100%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$221.7K
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$213.6K
3,842
建仓
MMM
3M CO
+$211.4K
2,193
建仓
DFAC
DIMENSIONAL ETF TRUST
+$207.2K
6,940
增持
AAPL
APPLE INC
+$205.5K
12,703
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$203.8K
8,350
+6%
清仓
SPEM
SPDR INDEX SHS FDS
-$201.5K
0
-100%
建仓
TJX
TJX COS INC NEW
+$200.1K
2,076
增持
VLO
VALERO ENERGY CORP
+$198.8K
10,265
+6%
增持
ARCC
ARES CAPITAL CORP
+$198.3K
61,343
+10%
减持
COST
COSTCO WHSL CORP NEW
+$197.5K
1,669
-2%
增持
SPSM
SPDR SER TR
+$195.6K
23,149
+7%
清仓
APPS
DIGITAL TURBINE INC
-$194.3K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$186.5K
2,368
+4%
增持
ADBE
ADOBE INC
+$181.0K
1,824
+3%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$176.8K
0
-100%
减持
MRK
MERCK & CO INC
-$166.2K
3,658
-38%
增持
GOOG
ALPHABET INC
+$163.9K
8,945
+2%
增持
PSTG
PURE STORAGE INC
+$158.2K
13,744
+17%
清仓
KEY
KEYCORP
-$155.9K
0
-100%
减持
ABBV
ABBVIE INC
+$155.8K
11,301
-1%
减持
IVV
ISHARES TR
+$143.2K
4,700
-6%
增持
FDX
FEDEX CORP
+$141.8K
3,843
+15%
减持
EPAM
EPAM SYS INC
+$137.3K
3,298
-4%
增持
CNC
CENTENE CORP DEL
+$118.5K
14,364
+8%
减持
AEE
AMEREN CORP
-$99.1K
4,221
-16%
减持
EMR
EMERSON ELEC CO
-$96.7K
2,962
-26%
减持
BA
BOEING CO
+$92.3K
4,833
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$85.3K
6,978
+3%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$82.2K
4,668
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$80.1K
2,389
-10%
增持
LMT
LOCKHEED MARTIN CORP
+$77.8K
2,417
+11%
减持
USB
US BANCORP DEL
+$76.7K
7,582
-2%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$59.9K
5,896
+6%
增持
COP
CONOCOPHILLIPS
+$55.5K
3,767
+29%
增持
T
AT&T INC
+$54.9K
15,637
+5%
减持
CNXC
CONCENTRIX CORP
+$51.9K
4,575
-2%
增持
OMC
OMNICOM GROUP INC
+$51.4K
3,006
+0%
减持
PFE
PFIZER INC
-$44.7K
8,614
-2%
减持
OKE
ONEOK INC NEW
-$35.2K
5,650
-9%
减持
UNM
UNUM GROUP
-$34.7K
5,573
-6%
增持
—
SPARTANNASH CO
+$21.5K
10,906
+13%
减持
DOW
DOW INC
+$20.8K
5,294
-1%
减持
PRU
PRUDENTIAL FINL INC
+$20.7K
2,927
-5%
减持
MA
MASTERCARD INCORPORATED
+$20.7K
730
-3%
减持
NRG
NRG ENERGY INC
+$20.4K
5,913
-20%
减持
CTRE
CARETRUST REIT INC
-$19.4K
12,221
-7%
增持
SHYD
VANECK ETF TRUST
+$19.2K
14,092
+5%
减持
V
VISA INC
+$17.5K
1,246
-8%
增持
SR
SPIRE INC
+$17.2K
4,026
+6%
增持
—
EXXON MOBIL CORP
-$14.9K
2,499
+1%
减持
JNJ
JOHNSON & JOHNSON
-$14.4K
2,022
-6%
减持
ORI
OLD REP INTL CORP
-$11.2K
9,471
-8%
增持
SO
SOUTHERN CO
+$10.9K
3,666
+0%
减持
BXMT
BLACKSTONE MTG TR INC
-$8.1K
11,985
-4%
增持
UNH
UNITEDHEALTH GROUP INC
-$4.7K
2,285
+6%
减持
SMB
VANECK ETF TRUST
-$3.7K
41,739
-3%
