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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 102 项
建仓 7
增持 68
减持 22
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.2M
461,016
+16%
增持
PULS
PGIM ETF TR
+$3.0M
478,313
+15%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.2M
899,719
+12%
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
JPLD
J P MORGAN EXCHANGE TRADED F
+$1.6M
304,150
+12%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.0M
237,529
-8%
建仓
RKT
ROCKET COS INC
+$907.8K
46,890
清仓
—
AIR LEASE CORP
-$823.6K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$818.2K
288,285
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$787.4K
326,990
-0%
减持
VOO
VANGUARD INDEX FDS
+$773.7K
72,591
-1%
增持
NEAR
ISHARES U S ETF TR
+$664.2K
294,157
+5%
清仓
DXCM
DEXCOM INC
-$621.0K
0
-100%
减持
GOOG
ALPHABET INC
+$591.8K
8,798
-1%
建仓
VITL
VITAL FARMS INC
+$582.5K
18,237
减持
LRCX
LAM RESEARCH CORP
+$519.5K
15,574
-3%
清仓
UNM
UNUM GROUP
-$493.5K
0
-100%
建仓
AVA
AVISTA CORP
+$434.4K
11,272
增持
VB
VANGUARD INDEX FDS
+$417.0K
81,626
+1%
减持
VUG
VANGUARD INDEX FDS
+$402.0K
105,757
-1%
建仓
D
DOMINION ENERGY INC
+$385.6K
6,581
增持
SMMU
PIMCO ETF TR
+$363.3K
71,459
+12%
增持
IEI
ISHARES TR
+$357.4K
83,699
+4%
增持
FDX
FEDEX CORP
+$356.4K
6,509
+1%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$351.9K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$350.0K
3,925
+8%
减持
URI
UNITED RENTALS INC
-$349.1K
2,087
-2%
增持
COO
COOPER COS INC
+$347.3K
21,126
+5%
减持
COP
CONOCOPHILLIPS
-$334.9K
2,257
-61%
建仓
KGS
KODIAK GAS SVCS INC
+$308.0K
8,234
增持
BA
BOEING CO
+$288.6K
3,343
+65%
建仓
MU
MICRON TECHNOLOGY INC
+$285.4K
1,000
增持
HD
HOME DEPOT INC
-$260.2K
4,796
+2%
增持
SPYV
SPDR SERIES TRUST
+$248.9K
61,303
+5%
增持
LUV
SOUTHWEST AIRLS CO
+$222.0K
23,360
+0%
减持
MSFT
MICROSOFT CORP
-$212.6K
5,183
-1%
增持
SPYM
SPDR SERIES TRUST
+$211.9K
45,977
+4%
减持
AAPL
APPLE INC
+$202.2K
15,605
-2%
清仓
BLK
BLACKROCK INC
-$201.7K
0
-100%
增持
PSTG
PURE STORAGE INC
-$184.6K
11,370
+1%
增持
ZS
ZSCALER INC
-$176.8K
2,602
+2%
增持
SPYG
SPDR SERIES TRUST
+$174.6K
36,087
+3%
增持
NET
CLOUDFLARE INC
-$157.0K
9,495
+0%
增持
AMZN
AMAZON COM INC
+$153.4K
12,015
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$143.5K
13,202
+5%
增持
TMUS
T-MOBILE US INC
-$130.7K
7,035
+8%
减持
SUB
ISHARES TR
-$125.6K
36,474
-3%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
+$116.7K
2,035
-2%
建仓
AQST
AQUESTIVE THERAPEUTICS INC
+$109.5K
16,950
增持
ADBE
ADOBE INC
+$107.5K
4,499
+8%
增持
TNL
TRAVEL PLUS LEISURE CO
+$107.1K
7,828
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$101.8K
4,781
+12%
增持
SPDW
SPDR INDEX SHS FDS
+$100.9K
31,535
+4%
增持
SPSM
SPDR SERIES TRUST
+$95.2K
33,021
+5%
减持
ABBV
ABBVIE INC
-$94.1K
11,419
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$91.4K
17,651
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$90.0K
3,910
+10%
增持
USB
US BANCORP DEL
+$87.4K
10,880
+7%
增持
CSCO
CISCO SYS INC
+$80.0K
6,831
+5%
减持
VO
VANGUARD INDEX FDS
-$77.2K
2,658
-8%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$73.3K
15,648
-0%
增持
VLO
VALERO ENERGY CORP
-$72.0K
14,041
+1%
增持
PRU
PRUDENTIAL FINL INC
+$70.8K
4,070
+9%
增持
JEF
JEFFERIES FINL GROUP INC
-$69.1K
26,750
+1%
增持
NVDA
NVIDIA CORPORATION
+$68.0K
14,953
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$66.6K
3,361
+4%
增持
—
EXXON MOBIL CORP
+$63.8K
3,784
+9%
增持
ORI
OLD REP INTL CORP
+$63.8K
12,179
+5%
增持
WM
WASTE MGMT INC DEL
+$59.0K
9,602
+3%
增持
ARCC
ARES CAPITAL CORP
+$58.3K
92,495
+4%
增持
FHI
FEDERATED HERMES INC
+$54.6K
10,028
+11%
增持
CNA
CNA FINL CORP
+$52.7K
8,751
+11%
增持
BXMT
BLACKSTONE MTG TR INC
+$50.8K
21,214
+10%
增持
CI
THE CIGNA GROUP
+$50.1K
5,338
+8%
减持
V
VISA INC
-$49.5K
1,027
-14%
增持
LMT
LOCKHEED MARTIN CORP
-$46.6K
3,478
+0%
增持
NU
NU HLDGS LTD
+$46.4K
50,284
+1%
增持
CTRE
CARETRUST REIT INC
+$44.3K
15,491
+4%
增持
CME
CME GROUP INC
+$40.8K
1,580
+9%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$40.1K
37,535
+2%
增持
SR
SPIRE INC
+$37.4K
5,881
+7%
增持
OMC
OMNICOM GROUP INC
+$37.0K
5,159
+11%
增持
COST
COSTCO WHSL CORP NEW
-$35.6K
1,937
+5%
增持
CLX
CLOROX CO DEL
-$35.1K
3,680
+12%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$29.8K
10,003
+2%
减持
JNJ
JOHNSON & JOHNSON
+$29.8K
1,807
-3%
增持
PFE
PFIZER INC
+$26.2K
14,306
+10%
增持
T
AT&T INC
-$25.0K
19,648
+8%
增持
KMI
KINDER MORGAN INC DEL
+$24.7K
16,333
+9%
增持
PGR
PROGRESSIVE CORP
+$23.3K
6,906
+10%
增持
OKE
ONEOK INC NEW
+$18.6K
6,785
+3%
减持
DFAT
DIMENSIONAL ETF TRUST
-$13.2K
7,073
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$12.6K
2,420
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$10.8K
10,747
+11%
增持
BX
BLACKSTONE INC
+$10.6K
9,168
+12%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$8.8K
5,563
+0%
减持
IVV
ISHARES TR
+$8.7K
4,492
-2%
增持
O
REALTY INCOME CORP
+$8.2K
6,886
+10%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$7.0K
571
-11%
增持
BKNG
BOOKING HOLDINGS INC
-$6.9K
403
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$6.6K
2,176
+11%
增持
SO
SOUTHERN CO
+$3.5K
5,105
+10%
减持
MA
MASTERCARD INCORPORATED
-$2.5K
712
-1%
