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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 121 项
建仓 27
增持 61
减持 25
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
USRT
ISHARES TR
-$9.1M
12,426
-93%
增持
ACIO
ETF SER SOLUTIONS
+$6.7M
311,465
+134%
减持
VB
VANGUARD INDEX FDS
-$5.9M
96,342
-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
IDUB
ETF SER SOLUTIONS
+$5.2M
381,555
+178%
增持
DRSK
ETF SER SOLUTIONS
+$5.1M
310,432
+155%
减持
QQQ
INVESCO QQQ TR
-$5.0M
49,737
-10%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.7M
178,958
+287%
增持
OSCV
ETF SER SOLUTIONS
+$3.4M
159,279
+177%
增持
DUBS
ETF SER SOLUTIONS
+$2.7M
178,482
+108%
增持
ADME
ETF SER SOLUTIONS
+$2.7M
104,180
+158%
减持
SPYV
SPDR SER TR
-$2.4M
411,334
-10%
增持
SCHE
SCHWAB STRATEGIC TR
+$2.3M
93,985
+882%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.1M
132,914
+339%
增持
JUCY
ETF SER SOLUTIONS
+$1.8M
151,128
+104%
建仓
UPSD
ETF SER SOLUTIONS
+$1.7M
74,693
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.7M
117,991
+142%
增持
IVV
ISHARES TR
+$1.7M
18,309
+25%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$1.4M
23,919
增持
SCHO
SCHWAB STRATEGIC TR
+$1.4M
72,545
+341%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.3M
283,440
+16%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.2M
76,059
+82%
减持
SPYM
SPDR SER TR
-$1.0M
14,675
-49%
建仓
PHYL
PGIM ETF TR
+$679.9K
19,526
建仓
LCTU
BLACKROCK ETF TRUST
+$539.2K
8,897
建仓
SUSC
ISHARES TR
+$525.6K
22,793
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$473.5K
0
-100%
建仓
V
VISA INC
+$450.6K
1,286
建仓
EAGG
ISHARES TR
+$442.5K
9,320
建仓
PGR
PROGRESSIVE CORP
+$434.3K
1,535
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$432.2K
1,790
-58%
建仓
DSI
ISHARES TR
+$428.2K
4,181
增持
RLY
SSGA ACTIVE ETF TR
+$424.9K
86,618
+14%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$423.4K
18,810
-35%
建仓
SCHR
SCHWAB STRATEGIC TR
+$410.8K
16,524
清仓
FNDF
SCHWAB STRATEGIC TR
-$385.4K
0
-100%
建仓
ROP
ROPER TECHNOLOGIES INC
+$362.2K
614
清仓
VSGX
VANGUARD WORLD FD
-$360.6K
0
-100%
建仓
AMT
AMERICAN TOWER CORP NEW
+$360.1K
1,655
建仓
CPRT
COPART INC
+$356.8K
6,306
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$356.6K
1,471
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$355.9K
668
建仓
UNH
UNITEDHEALTH GROUP INC
+$349.7K
668
建仓
DMXF
ISHARES TR
+$337.0K
5,005
建仓
CHE
CHEMED CORP NEW
+$334.0K
543
增持
USXF
ISHARES TR
+$314.7K
11,890
+146%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$307.4K
0
-100%
增持
GLD
SPDR GOLD TR
+$301.3K
2,375
+50%
建仓
FANG
DIAMONDBACK ENERGY INC
+$299.0K
1,870
清仓
TSLA
TESLA INC
-$294.8K
0
-100%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$288.5K
4,771
清仓
AMD
ADVANCED MICRO DEVICES INC
-$260.1K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$257.2K
5,494
建仓
DFSU
DIMENSIONAL ETF TRUST
+$249.1K
6,957
增持
WMT
WALMART INC
+$244.6K
9,426
+46%
建仓
PWR
QUANTA SVCS INC
+$242.9K
956
增持
JPM
JPMORGAN CHASE & CO.
+$236.0K
3,514
+35%
建仓
ESGV
VANGUARD WORLD FD
+$235.9K
2,408
建仓
PM
PHILIP MORRIS INTL INC
+$219.4K
1,382
增持
LLY
ELI LILLY & CO
+$214.3K
824
+36%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$213.7K
2,384
建仓
EUSB
ISHARES TR
+$213.4K
4,926
清仓
FNDA
SCHWAB STRATEGIC TR
-$208.7K
0
-100%
增持
ABBV
ABBVIE INC
+$208.6K
5,192
+5%
增持
MSFT
MICROSOFT CORP
+$205.7K
3,080
+37%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$205.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$171.9K
3,790
+51%
增持
ASTS
AST SPACEMOBILE INC
+$169.1K
44,289
+12%
增持
COST
COSTCO WHSL CORP NEW
+$146.8K
440
+50%
增持
AAPL
APPLE INC
-$139.4K
5,607
+1%
增持
ESGU
ISHARES TR
+$129.1K
4,131
+42%
增持
VZ
VERIZON COMMUNICATIONS INC
+$107.0K
7,374
+30%
增持
MO
ALTRIA GROUP INC
+$102.9K
6,666
+17%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$91.9K
32,139
+5%
增持
DFAS
DIMENSIONAL ETF TRUST
+$89.9K
6,096
+45%
增持
ABT
ABBOTT LABS
+$86.3K
4,401
+0%
减持
HD
HOME DEPOT INC
-$77.7K
1,001
-12%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$69.1K
46,803
-0%
减持
DGRO
ISHARES TR
-$69.0K
50,936
-3%
减持
—
EXXON MOBIL CORP
+$65.8K
5,935
-0%
增持
SLV
ISHARES SILVER TR
+$65.6K
9,381
+10%
增持
WEC
WEC ENERGY GROUP INC
+$62.5K
2,697
+10%
增持
SCHG
SCHWAB STRATEGIC TR
-$58.5K
20,694
+0%
减持
T
AT&T INC
+$55.0K
10,535
-1%
减持
QUAL
ISHARES TR
-$54.9K
7,526
-0%
减持
MTUM
ISHARES TR
-$52.7K
3,406
-5%
减持
VUG
VANGUARD INDEX FDS
-$52.5K
1,176
-1%
增持
DE
DEERE & CO
+$49.2K
557
+11%
减持
SPSM
SPDR SER TR
-$44.6K
6,483
-6%
减持
FIS
FIDELITY NATL INFORMATION SV
-$42.2K
2,686
-11%
增持
MCD
MCDONALDS CORP
+$41.3K
1,829
+0%
增持
USMV
ISHARES TR
+$40.0K
8,180
+0%
增持
AVGO
BROADCOM INC
+$38.2K
1,454
+64%
增持
SO
SOUTHERN CO
+$37.0K
2,827
+4%
增持
NVDA
NVIDIA CORPORATION
-$36.9K
15,195
+21%
增持
SPTM
SPDR SER TR
-$33.1K
10,901
+1%
减持
JNJ
JOHNSON & JOHNSON
+$32.7K
1,639
-1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$31.9K
4,643
+14%
增持
VYM
VANGUARD WHITEHALL FDS
+$31.1K
3,703
+6%
减持
RTX
RTX CORPORATION
+$30.9K
1,953
-1%
增持
MRK
MERCK & CO INC
-$30.4K
3,462
+1%
增持
LNT
ALLIANT ENERGY CORP
+$29.1K
5,448
+0%
减持
SCHM
SCHWAB STRATEGIC TR
-$28.3K
15,067
-1%
增持
CATH
GLOBAL X FDS
+$27.5K
5,713
+13%
增持
VGT
VANGUARD WORLD FD
-$26.4K
576
+6%
减持
CVX
CHEVRON CORP NEW
+$25.5K
1,556
-4%
减持
FPE
FIRST TR EXCH TRADED FD III
-$25.2K
10,352
-12%
增持
AVEM
AMERICAN CENTY ETF TR
+$24.7K
3,793
+10%
增持
GOOGL
ALPHABET INC
-$23.4K
1,956
+14%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$22.5K
23,821
+0%
增持
SCHX
SCHWAB STRATEGIC TR
-$20.3K
18,514
+0%
增持
SCHA
SCHWAB STRATEGIC TR
-$19.1K
9,174
+1%
增持
MGEE
MGE ENERGY INC
+$18.7K
8,580
+3%
增持
PEP
PEPSICO INC
-$11.1K
7,044
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.8K
2,639
+3%
减持
MA
MASTERCARD INCORPORATED
+$10.5K
975
-2%
增持
UNP
UNION PAC CORP
+$8.6K
915
+1%
增持
—
DIANA SHIPPING INC
-$7.9K
20,338
+1%
减持
ECL
ECOLAB INC
+$4.6K
3,167
-7%
增持
NEE
NEXTERA ENERGY INC
+$2.6K
3,638
+2%
减持
—
PAYSAFE LIMITED
-$797
14,000
-64%
增持
CAT
CATERPILLAR INC
-$547
788
+10%
