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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 100 项
建仓 5
增持 75
减持 17
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$8.3M
114,662
+1%
增持
VOO
VANGUARD INDEX FDS
+$4.8M
76,620
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.3M
328,449
+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
+$2.1M
291,563
+2%
增持
VB
VANGUARD INDEX FDS
+$2.1M
82,151
+5%
建仓
BX
BLACKSTONE INC
+$1.2M
7,698
增持
SCHO
SCHWAB STRATEGIC TR
+$987.3K
612,274
+7%
清仓
EPAM
EPAM SYS INC
-$985.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$984.7K
17,384
+7%
增持
PULS
PGIM ETF TR
+$952.8K
350,138
+6%
减持
NET
CLOUDFLARE INC
+$840.2K
13,480
-16%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$790.2K
327,455
+5%
增持
LRCX
LAM RESEARCH CORP
+$783.4K
19,877
+26%
增持
MSFT
MICROSOFT CORP
+$766.8K
5,379
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$580.9K
3,049
+4%
增持
SPYG
SPDR SERIES TRUST
+$574.1K
36,841
+1%
增持
AMZN
AMAZON COM INC
+$557.9K
12,308
+9%
增持
IEI
ISHARES TR
+$536.0K
72,905
+6%
增持
BKNG
BOOKING HOLDINGS INC
+$527.2K
403
+3%
增持
JPLD
J P MORGAN EXCHANGE TRADED F
+$514.8K
240,514
+4%
增持
URI
UNITED RENTALS INC
+$482.7K
2,534
+11%
增持
ZS
ZSCALER INC
+$471.9K
2,924
+30%
增持
NEAR
ISHARES U S ETF TR
+$463.4K
239,507
+3%
减持
TMUS
T-MOBILE US INC
-$459.5K
5,712
-16%
增持
PSTG
PURE STORAGE INC
+$416.6K
15,978
+41%
增持
VLO
VALERO ENERGY CORP
+$401.3K
15,015
+23%
减持
NRG
NRG ENERGY INC
+$377.4K
5,980
-2%
增持
GOOG
ALPHABET INC
+$358.8K
10,103
+10%
增持
SPYM
SPDR SERIES TRUST
+$349.4K
45,288
+1%
建仓
O
REALTY INCOME CORP
+$346.4K
6,013
增持
DXCM
DEXCOM INC
+$342.1K
8,867
+40%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$333.2K
2,796
-12%
增持
ADBE
ADOBE INC
+$315.4K
3,578
+28%
清仓
—
SPARTANNASH CO
-$315.1K
0
-100%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$308.3K
36,708
+21%
减持
PGR
PROGRESSIVE CORP
-$302.4K
5,312
-13%
增持
NU
NU HLDGS LTD
+$298.9K
57,929
+20%
增持
IVV
ISHARES TR
+$275.0K
4,584
+0%
增持
ABBV
ABBVIE INC
-$258.8K
11,689
+1%
增持
—
AIR LEASE CORP
+$235.1K
15,745
+11%
增持
SMMU
PIMCO ETF TR
+$232.6K
60,482
+8%
增持
JEF
JEFFERIES FINL GROUP INC
+$220.8K
31,099
+13%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$212.3K
248,447
+2%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$208.9K
3,335
建仓
SPTM
SPDR SERIES TRUST
+$204.4K
2,729
建仓
GOOGL
ALPHABET INC
+$203.7K
1,156
清仓
TRGP
TARGA RES CORP
-$200.5K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
+$197.6K
17,522
-2%
增持
AAPL
APPLE INC
-$193.5K
15,709
+2%
增持
LUV
SOUTHWEST AIRLS CO
+$182.1K
23,473
+37%
增持
FDX
FEDEX CORP
+$181.3K
6,149
+24%
增持
SUB
ISHARES TR
+$158.4K
37,621
+3%
增持
COO
COOPER COS INC
+$139.1K
16,691
+34%
增持
ARCC
ARES CAPITAL CORP
+$138.6K
84,716
+9%
增持
SPDW
SPDR INDEX SHS FDS
+$137.2K
30,400
+1%
增持
SPYV
SPDR SERIES TRUST
+$135.8K
57,596
+2%
增持
SPSM
SPDR SERIES TRUST
+$133.4K
31,271
+6%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$113.6K
17,638
+238%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$111.1K
2,484
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$99.0K
3,096
+4%
减持
LXU
LSB INDS INC
-$96.3K
13,000
-57%
增持
OKE
ONEOK INC NEW
-$81.8K
6,148
+5%
减持
WM
WASTE MGMT INC DEL
-$81.1K
8,397
-3%
减持
BA
BOEING CO
+$77.3K
2,026
-0%
减持
MRK
MERCK & CO INC
-$76.1K
3,766
-9%
增持
TNL
TRAVEL PLUS LEISURE CO
+$70.5K
7,553
+10%
增持
HD
HOME DEPOT INC
+$67.9K
4,707
+4%
增持
CSCO
CISCO SYS INC
+$66.6K
6,292
+5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$63.8K
2,875
+4%
增持
CI
THE CIGNA GROUP
+$62.3K
4,155
+4%
增持
USB
US BANCORP DEL
+$61.7K
10,030
+9%
减持
FCFS
FIRSTCASH HOLDINGS INC
+$60.0K
5,570
-3%
增持
FIS
FIDELITY NATL INFORMATION SV
+$57.9K
5,257
+6%
增持
FHI
FEDERATED HERMES INC
+$55.7K
9,171
+7%
增持
CTRE
CARETRUST REIT INC
+$46.2K
14,858
+5%
减持
VO
VANGUARD INDEX FDS
+$44.6K
2,930
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$42.3K
2,528
+31%
增持
COP
CONOCOPHILLIPS
-$37.2K
5,658
+9%
增持
MMM
3M CO
+$33.9K
2,750
+5%
增持
PFE
PFIZER INC
+$29.6K
13,269
+15%
减持
JNJ
JOHNSON & JOHNSON
-$29.3K
1,893
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$28.9K
9,387
-4%
增持
CME
CME GROUP INC
+$24.5K
1,422
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$24.0K
1,812
+5%
增持
KMI
KINDER MORGAN INC DEL
+$23.8K
14,462
+3%
增持
PRU
PRUDENTIAL FINL INC
+$21.3K
3,790
+10%
增持
BXMT
BLACKSTONE MTG TR INC
+$17.0K
18,897
+12%
增持
SO
SOUTHERN CO
+$16.9K
4,575
+4%
增持
T
AT&T INC
+$15.8K
18,003
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$15.8K
9,409
+9%
增持
SR
SPIRE INC
-$10.8K
5,367
+5%
增持
DOW
DOW INC
-$9.7K
9,230
+27%
增持
ORI
OLD REP INTL CORP
+$8.0K
11,466
+4%
增持
OMC
OMNICOM GROUP INC
-$6.4K
4,316
+14%
增持
—
EXXON MOBIL CORP
-$4.1K
3,394
+9%
增持
CNA
CNA FINL CORP
-$2.9K
7,426
+8%
减持
DFAS
DIMENSIONAL ETF TRUST
-$2.5K
6,065
-7%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$1.4K
2,332
+7%
增持
UNM
UNUM GROUP
-$611
6,108
+1%
减持
COST
COSTCO WHSL CORP NEW
-$416
1,654
-5%
