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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 67
增持 75
减持 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
-$4.4M
108,120
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.1M
331,376
+1%
增持
NEAR
ISHARES U S ETF TR
+$2.1M
337,510
+15%
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
+$1.8M
339,073
+11%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.4M
962,850
+7%
增持
VOO
VANGUARD INDEX FDS
-$1.4M
73,857
+2%
增持
VLO
VALERO ENERGY CORP
+$1.3M
14,651
+4%
增持
PULS
PGIM ETF TR
+$1.2M
503,937
+5%
增持
IEI
ISHARES TR
+$1.1M
93,201
+11%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.0M
481,467
+4%
建仓
VV
VANGUARD INDEX FDS
+$715.7K
2,395
增持
VEA
VANGUARD TAX-MANAGED FDS
+$655.4K
291,269
+1%
减持
LRCX
LAM RESEARCH CORP
+$651.3K
15,526
-0%
增持
VB
VANGUARD INDEX FDS
+$610.1K
82,718
+1%
增持
FDX
FEDEX CORP
+$509.4K
6,709
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$465.7K
3,554
+2%
增持
MSFT
MICROSOFT CORP
-$461.7K
5,524
+7%
增持
SMMU
PIMCO ETF TR
+$413.9K
79,635
+11%
减持
AAPL
APPLE INC
-$382.7K
15,208
-3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$375.3K
2,053
+6%
增持
BKNG
BOOKING HOLDINGS INC
-$373.0K
424
+5%
增持
ADBE
ADOBE INC
-$356.8K
5,010
+11%
增持
JEF
JEFFERIES FINANCIAL GROUP IN
-$322.5K
32,353
+21%
增持
VITL
VITAL FARMS INC
-$314.1K
19,011
+4%
减持
EMR
EMERSON ELEC CO
-$287.2K
533
-80%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$260.8K
2,112
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$259.7K
4,873
+2%
增持
KGS
KODIAK GAS SVCS INC
+$258.8K
9,718
+18%
增持
SPYG
SPDR SERIES TRUST
-$250.4K
36,770
+2%
增持
—
EXXON MOBIL CORP
+$226.7K
4,020
+6%
增持
NET
CLOUDFLARE INC
+$203.6K
10,059
+6%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$199.2K
5,776
+4%
建仓
—
ASML HLDG NV
+$195.5K
148
增持
AMZN
AMAZON COM INC
-$194.3K
12,383
+3%
增持
RKT
ROCKET COS INC
-$193.2K
50,145
+7%
增持
TMUS
T-MOBILE US INC
+$182.8K
7,671
+9%
增持
ZS
ZSCALER INC
-$168.7K
2,969
+14%
增持
GOOG
ALPHABET INC
-$166.7K
9,043
+3%
建仓
ECL
ECOLAB INC
+$162.8K
612
建仓
BLK
BLACKROCK INC
+$162.5K
169
减持
WM
WASTE MGMT INC DEL
-$159.4K
8,487
-12%
增持
OKE
ONEOK INC NEW
+$151.1K
7,189
+6%
建仓
DHR
DANAHER CORP DEL
+$150.0K
791
增持
BX
BLACKSTONE INC
-$143.0K
11,046
+20%
增持
VZ
VERIZON COMMUNICATIONS INC
+$137.9K
11,467
+7%
增持
KMI
KINDER MORGAN INC DEL
+$135.2K
17,423
+7%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$134.2K
624
建仓
DFIV
DIMENSIONAL ETF TRUST
+$122.1K
2,313
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$121.7K
13,748
+4%
建仓
CNC
CENTENE CORP DEL
+$121.6K
3,715
增持
COO
COOPER COS INC
-$120.7K
22,529
+7%
增持
T
AT&T INC
+$119.9K
20,970
+7%
建仓
CAT
CATERPILLAR INC
+$119.0K
168
建仓
YUM
YUM BRANDS INC
+$118.6K
763
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$114.3K
1,453
增持
IVV
ISHARES TR
-$111.2K
4,540
+1%
减持
COP
CONOCOPHILLIPS
-$104.6K
808
-64%
建仓
VFVA
VANGUARD WELLINGTON FD
+$104.3K
775
建仓
Q
QNITY ELECTRONICS INC
+$103.4K
896
建仓
XLE
SELECT SECTOR SPDR TR
+$101.1K
1,650
建仓
BAC
BANK AMERICA CORP
+$99.8K
2,048
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$98.0K
2,553
+5%
增持
SPYM
SPDR SERIES TRUST
-$98.0K
46,908
+2%
增持
NVDA
NVIDIA CORPORATION
-$97.4K
15,432
+3%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$96.8K
35,982
-4%
增持
PFE
PFIZER INC
+$95.8K
16,097
+13%
建仓
IAU
ISHARES GOLD TR
+$94.8K
1,075
建仓
FCX
FREEPORT MCMORAN INC
+$94.2K
1,602
建仓
EL
LAUDER ESTEE COS INC
+$94.1K
1,311
建仓
—
DUPONT DE NEMOURS INC
+$89.4K
1,953
建仓
META
META PLATFORMS INC
+$88.1K
154
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$85.8K
219
增持
PGR
PROGRESSIVE CORP
-$85.1K
7,504
+9%
建仓
—
ASTRAZENECA PLC
+$83.0K
421
建仓
CSX
CSX CORP
+$82.1K
2,000
增持
SO
SOUTHERN CO
+$81.1K
5,452
+7%
增持
FHI
FEDERATED HERMES INC
+$80.3K
10,623
+6%
增持
SR
SPIRE INC
+$79.3K
6,248
+6%
建仓
DG
DOLLAR GEN CORP
+$75.0K
632
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$74.8K
16,120
+3%
建仓
NEE
NEXTERA ENERGY INC
+$74.3K
800
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$73.7K
4,150
+6%
增持
NU
NU HLDGS LTD
-$73.3K
53,476
+6%
增持
SPSM
SPDR SERIES TRUST
+$72.2K
33,518
+2%
建仓
VOT
VANGUARD INDEX FDS
+$71.8K
279
增持
O
REALTY INCOME CORP
+$71.7K
7,516
+9%
建仓
J
JACOBS SOLUTIONS INC
+$71.7K
563
增持
URI
UNITED RENTALS INC
-$70.9K
2,221
+6%
建仓
GLDM
WORLD GOLD TR
+$70.1K
756
增持
CME
CME GROUP INC
+$69.4K
1,696
+7%
减持
SUB
ISHARES TR
-$69.1K
35,894
-2%
增持
AEE
AMEREN CORP
+$67.9K
4,857
+4%
增持
ABBV
ABBVIE INC
-$66.9K
11,689
+2%
增持
CI
THE CIGNA GROUP
+$64.6K
5,750
+8%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$64.5K
10,711
+7%
建仓
MGK
VANGUARD WORLD FD
+$64.3K
175
建仓
NKE
NIKE INC
+$64.0K
1,212
建仓
EBAY
EBAY INC.
+$62.6K
688
建仓
NRG
NRG ENERGY INC
+$62.5K
428
建仓
SBUX
STARBUCKS CORP
+$61.5K
686
建仓
HXL
HEXCEL CORP NEW
+$60.7K
750
增持
AVA
AVISTA CORP
+$60.4K
12,328
+9%
增持
BA
BOEING CO
-$59.7K
3,347
+0%
增持
MRK
MERCK & CO INC
+$58.3K
3,780
+0%
增持
D
DOMINION ENERGY INC
+$57.5K
7,168
+9%
增持
LUV
SOUTHWEST AIRLS CO
-$57.0K
24,182
+4%
建仓
—
ROYAL CARIBBEAN GROUP
+$56.4K
205
建仓
CRWV
COREWEAVE INC
+$56.4K
728
建仓
QGRO
AMERICAN CENTY ETF TR
+$55.9K
532
建仓
VFMF
VANGUARD WELLINGTON FD
+$53.7K
346
建仓
LDOS
LEIDOS HOLDINGS INC
+$53.4K
343
建仓
ASTS
AST SPACEMOBILE INC
+$53.4K
644
建仓
—
AIR LEASE CORP
+$51.8K
797
建仓
DVY
ISHARES TR
+$51.5K
340
建仓
ED
CONSOLIDATED EDISON INC
+$50.0K
442
建仓
BP
BP PLC
+$50.0K
1,064
增持
MA
MASTERCARD INCORPORATED
-$49.2K
715
+0%
建仓
COLB
COLUMBIA BKG SYS INC
+$49.1K
1,790
增持
SPYV
SPDR SERIES TRUST
+$49.0K
62,418
+2%
建仓
WEC
WEC ENERGY GROUP INC
+$48.7K
420
建仓
QCOM
QUALCOMM INC
+$48.5K
377
建仓
SCHG
SCHWAB STRATEGIC TR
+$48.2K
1,653
建仓
SCHF
SCHWAB STRATEGIC TR
+$46.7K
1,886
增持
V
VISA INC
-$45.5K
1,041
+1%
增持
PSTG
EVERPURE INC
-$44.8K
12,146
+7%
建仓
VTV
VANGUARD INDEX FDS
+$44.5K
227
建仓
KO
COCA COLA CO
+$44.3K
582
增持
CLX
CLOROX CO DEL
+$42.3K
3,989
+8%
建仓
GLW
CORNING INC
+$41.7K
307
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$40.2K
236,555
-0%
增持
HD
HOME DEPOT INC
+$39.5K
5,138
+7%
增持
ARCC
ARES CAPITAL CORP
-$39.4K
101,651
+10%
增持
SPDW
SPDR INDEX SHS FDS
+$39.1K
31,536
+0%
增持
BXMT
BLACKSTONE MORTGAGE TRUST IN
+$38.6K
23,205
+9%
建仓
AMAT
APPLIED MATLS INC
+$38.3K
112
建仓
YUMC
YUM CHINA HLDGS INC
+$37.2K
763
建仓
CNI
CANADIAN NATL RY CO
+$37.2K
362
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$36.1K
336
增持
ORI
OLD REP INTL CORP
-$35.6K
13,040
+7%
建仓
PEP
PEPSICO INC
+$35.4K
228
建仓
IEMG
ISHARES INC
+$34.7K
497
建仓
SDY
SPDR SERIES TRUST
+$34.3K
235
建仓
ORCL
ORACLE CORP
+$33.0K
224
建仓
FIS
FIDELITY NATL INFORMATION SV
+$32.6K
695
建仓
HWKN
HAWKINS INC
+$32.6K
212
建仓
—
CARNIVAL CORP
+$31.6K
1,220
建仓
PYPL
PAYPAL HLDGS INC
+$31.1K
688
建仓
DPZ
DOMINOS PIZZA INC
+$30.9K
86
建仓
MMM
3M CO
+$30.5K
210
建仓
VDC
VANGUARD WORLD FD
+$30.3K
135
