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MBE Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MBE Wealth Management, LLC
报告期 2026-03-31 · CIK 0001775850
持仓数
141
前50大市值合计
$207.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 93 项
建仓 6
增持 46
减持 38
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
USRT
ISHARES TR
-$6.2M
170,748
-34%
增持
ACIO
ETF SER SOLUTIONS
+$1.1M
132,905
+25%
减持
QQQ
INVESCO QQQ TR
+$1.1M
55,452
-1%
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。
清仓
JQUA
J P MORGAN EXCHANGE TRADED F
-$973.5K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
+$883.2K
244,887
+141%
增持
DRSK
ETF SER SOLUTIONS
+$802.1K
121,504
+36%
清仓
COWZ
PACER FDS TR
-$601.7K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$585.6K
394
-69%
减持
RLY
SSGA ACTIVE ETF TR
-$480.0K
75,764
-14%
减持
VB
VANGUARD INDEX FDS
-$456.5K
113,576
-3%
建仓
HD
HOME DEPOT INC
+$444.3K
1,142
增持
IDUB
ETF SER SOLUTIONS
+$432.9K
137,141
+29%
清仓
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$395.0K
0
-100%
增持
DUBS
ETF SER SOLUTIONS
+$372.0K
85,721
+13%
增持
SPYV
SPDR SER TR
-$365.5K
457,321
+2%
增持
ADME
ETF SER SOLUTIONS
+$356.1K
40,425
+22%
增持
WMT
WALMART INC
+$338.7K
6,451
+113%
增持
OSCV
ETF SER SOLUTIONS
+$329.4K
57,489
+20%
减持
VSGX
VANGUARD WORLD FD
-$307.1K
6,360
-41%
增持
SPYM
SPDR SER TR
+$302.4K
28,780
+16%
建仓
MO
ALTRIA GROUP INC
+$297.1K
5,682
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$268.8K
48,675
+31%
建仓
SCHE
SCHWAB STRATEGIC TR
+$254.9K
9,572
减持
FNDF
SCHWAB STRATEGIC TR
-$240.8K
11,604
-31%
建仓
USXF
ISHARES TR
+$240.2K
4,832
建仓
CVX
CHEVRON CORP NEW
+$234.8K
1,621
减持
ABBV
ABBVIE INC
-$209.8K
4,948
-10%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$208.8K
41,786
+23%
建仓
AVEM
AMERICAN CENTY ETF TR
+$203.5K
3,462
减持
MSFT
MICROSOFT CORP
-$173.3K
2,255
-14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$162.7K
28,849
+25%
减持
DGRO
ISHARES TR
-$156.8K
52,427
-3%
减持
NVDA
NVIDIA CORPORATION
+$139.5K
12,538
-1%
增持
ASTS
AST SPACEMOBILE INC
-$132.5K
39,718
+7%
减持
LLY
ELI LILLY & CO
-$115.8K
604
-8%
增持
JPM
JPMORGAN CHASE & CO.
+$103.5K
2,611
+5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$99.2K
4,236
+18%
减持
VYM
VANGUARD WHITEHALL FDS
-$96.3K
3,499
-17%
增持
SCHF
SCHWAB STRATEGIC TR
+$94.9K
30,250
+168%
减持
AMD
ADVANCED MICRO DEVICES INC
-$93.4K
2,153
-0%
减持
IVV
ISHARES TR
-$90.2K
14,647
-3%
减持
ABT
ABBOTT LABS
-$86.9K
4,399
-14%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$84.6K
15,891
+59%
减持
—
EXXON MOBIL CORP
-$77.3K
5,950
-3%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$74.6K
11,457
-12%
增持
FNDA
SCHWAB STRATEGIC TR
-$72.5K
7,026
+49%
增持
JUCY
ETF SER SOLUTIONS
+$66.4K
73,974
+6%
增持
ESGU
ISHARES TR
+$62.3K
2,907
+18%
减持
MRK
MERCK & CO INC
-$55.4K
3,430
-2%
增持
CAT
CATERPILLAR INC
+$54.4K
717
+36%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$52.6K
30,733
+0%
减持
TSLA
TESLA INC
+$48.9K
730
-22%
减持
GOOGL
ALPHABET INC
-$47.8K
1,721
-24%
增持
NEE
NEXTERA ENERGY INC
-$45.4K
3,562
+0%
减持
XSOE
WISDOMTREE TR
-$40.3K
14,891
-0%
减持
UNP
UNION PAC CORP
-$39.9K
910
-9%
增持
SCHG
SCHWAB STRATEGIC TR
+$37.8K
20,691
+300%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$33.0K
23,817
+0%
减持
MGEE
MGE ENERGY INC
-$32.8K
8,290
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
-$27.5K
5,688
+0%
减持
USMV
ISHARES TR
-$25.5K
8,179
-1%
减持
SPSM
SPDR SER TR
-$25.5K
6,875
-6%
增持
SCHD
SCHWAB STRATEGIC TR
-$22.0K
46,215
+204%
增持
SO
SOUTHERN CO
-$21.2K
2,709
+0%
减持
VGT
VANGUARD WORLD FD
+$16.4K
545
-1%
减持
MA
MASTERCARD INCORPORATED
-$16.3K
995
-9%
减持
GLD
SPDR GOLD TR
-$15.8K
1,582
-4%
增持
MTUM
ISHARES TR
+$15.2K
3,582
+0%
增持
WEC
WEC ENERGY GROUP INC
+$14.5K
2,460
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.3K
6,980
+14%
增持
JNJ
JOHNSON & JOHNSON
-$12.9K
1,653
+6%
减持
AAPL
APPLE INC
+$12.6K
5,531
-6%
增持
—
DIANA SHIPPING INC
-$12.1K
20,222
+1%
增持
T
AT&T INC
+$11.5K
10,671
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$11.3K
18,510
+201%
减持
SPTM
SPDR SER TR
+$10.3K
10,843
-1%
减持
FIS
FIDELITY NATL INFORMATION SV
-$10.1K
3,006
-0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$9.3K
4,057
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.9K
2,559
-1%
增持
QUAL
ISHARES TR
-$8.9K
7,530
+0%
减持
VUG
VANGUARD INDEX FDS
+$8.7K
1,191
-5%
增持
LNT
ALLIANT ENERGY CORP
-$7.7K
5,435
+0%
增持
SCHO
SCHWAB STRATEGIC TR
-$7.1K
16,446
+100%
增持
SCHM
SCHWAB STRATEGIC TR
-$5.4K
15,268
+196%
减持
CATH
GLOBAL X FDS
+$4.8K
5,058
-1%
减持
AVGO
BROADCOM INC
-$4.4K
885
-27%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$4.0K
3,866
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
-$4.0K
11,709
+0%
增持
DE
DEERE & CO
+$3.7K
501
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.6K
4,215
+0%
减持
AMZN
AMAZON COM INC
+$1.2K
2,504
-15%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.1K
9,050
+100%
减持
COST
COSTCO WHSL CORP NEW
+$812
294
-3%
