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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 122 项
建仓 15
增持 68
减持 38
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$4.7M
50,872
+2%
增持
VB
VANGUARD INDEX FDS
+$2.5M
100,731
+5%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.8M
43,830
-63%
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
IVV
ISHARES TR
+$1.3M
18,656
+2%
增持
ASTS
AST SPACEMOBILE INC
+$1.2M
47,155
+6%
增持
SPYV
SPDR SERIES TRUST
+$1.2M
423,743
+3%
增持
ACIO
ETF SER SOLUTIONS
+$1.0M
315,318
+1%
增持
NVDA
NVIDIA CORPORATION
+$830.4K
15,680
+3%
增持
DRSK
ETF SER SOLUTIONS
+$566.6K
314,267
+1%
建仓
GLDM
WORLD GOLD TR
+$515.8K
7,872
减持
IDUB
ETF SER SOLUTIONS
+$503.9K
380,231
-0%
建仓
ICSH
ISHARES TR
+$499.0K
9,841
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$451.9K
8,653
增持
ADME
ETF SER SOLUTIONS
+$432.7K
104,955
+1%
减持
DUBS
ETF SER SOLUTIONS
+$418.9K
175,467
-2%
增持
MSFT
MICROSOFT CORP
+$389.7K
3,108
+1%
增持
SCHO
SCHWAB STRATEGIC TR
+$349.4K
86,756
+20%
增持
SCHF
SCHWAB STRATEGIC TR
+$335.7K
134,153
+1%
建仓
TSLA
TESLA INC
+$326.9K
1,029
增持
SCHE
SCHWAB STRATEGIC TR
+$316.4K
96,470
+3%
建仓
SCHQ
SCHWAB STRATEGIC TR
+$312.5K
9,800
建仓
XLP
SELECT SECTOR SPDR TR
+$306.9K
3,790
建仓
SPTS
SPDR SERIES TRUST
+$274.2K
9,361
建仓
XLV
SELECT SECTOR SPDR TR
+$248.3K
1,842
增持
OSCV
ETF SER SOLUTIONS
+$247.5K
160,574
+1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$246.8K
1,739
建仓
ORCL
ORACLE CORP
+$243.2K
1,112
建仓
XLE
SELECT SECTOR SPDR TR
+$231.4K
2,729
建仓
FNDF
SCHWAB STRATEGIC TR
+$224.1K
5,600
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$220.6K
2,919
建仓
KLAC
KLA CORP
+$208.7K
233
建仓
ESGE
ISHARES INC
+$201.1K
5,134
增持
JPM
JPMORGAN CHASE & CO.
+$192.8K
3,638
+4%
增持
UPSD
ETF SER SOLUTIONS
+$191.7K
77,729
+4%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$182.1K
0
-100%
增持
SCHR
SCHWAB STRATEGIC TR
+$179.5K
23,582
+43%
增持
PWR
QUANTA SVCS INC
+$158.4K
1,061
+11%
减持
USRT
ISHARES TR
-$144.3K
10,104
-19%
增持
AMZN
AMAZON COM INC
+$143.4K
3,941
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$131.6K
699
+5%
减持
AVGO
BROADCOM INC
+$125.9K
1,340
-8%
增持
ABBV
ABBVIE INC
-$123.9K
5,194
+0%
减持
MTUM
ISHARES TR
+$123.3K
3,378
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$122.9K
21,946
+6%
增持
PEP
PEPSICO INC
-$121.3K
7,079
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$119.1K
290,133
+2%
减持
HD
HOME DEPOT INC
-$106.8K
709
-29%
增持
WMT
WALMART INC
+$106.3K
9,549
+1%
增持
SCHD
SCHWAB STRATEGIC TR
-$99.1K
185,079
+3%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$95.5K
78,856
+4%
减持
QUAL
ISHARES TR
+$86.2K
7,506
-0%
增持
ABT
ABBOTT LABS
+$85.2K
4,919
+12%
增持
SPTM
SPDR SERIES TRUST
+$84.1K
11,023
+1%
减持
USXF
ISHARES TR
+$84.0K
11,847
-0%
增持
ESGU
ISHARES TR
+$80.9K
4,320
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$73.0K
18,051
-4%
减持
VUG
VANGUARD INDEX FDS
+$72.0K
1,159
-1%
减持
VGT
VANGUARD WORLD FD
+$68.4K
574
-0%
增持
LCTU
BLACKROCK ETF TRUST
+$61.0K
8,922
+0%
增持
DSI
ISHARES TR
+$59.3K
4,197
+0%
增持
—
EXXON MOBIL CORP
-$54.0K
6,046
+2%
增持
CATH
GLOBAL X FDS
+$53.9K
5,829
+2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$52.5K
46,782
-0%
增持
PHYL
PGIM ETF TR
+$52.1K
20,626
+6%
增持
RLY
SSGA ACTIVE ETF TR
+$50.3K
86,710
+0%
减持
MGEE
MGE ENERGY INC
-$48.1K
8,474
-1%
增持
GLD
SPDR GOLD TR
+$46.0K
2,396
+1%
增持
CHE
CHEMED CORP NEW
-$45.7K
592
+9%
增持
AAPL
APPLE INC
-$45.2K
5,851
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$43.2K
1,468
-18%
减持
MCD
MCDONALDS CORP
-$42.8K
1,809
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$42.6K
3,263
-12%
减持
SCHX
SCHWAB STRATEGIC TR
+$41.7K
18,432
-0%
减持
CAT
CATERPILLAR INC
+$41.1K
775
-2%
减持
DGRO
ISHARES TR
+$39.6K
49,835
-2%
减持
CVX
CHEVRON CORP NEW
-$38.2K
1,551
-0%
减持
GOOGL
ALPHABET INC
+$36.9K
1,926
-2%
减持
COST
COSTCO WHSL CORP NEW
-$35.0K
385
-13%
增持
MRK
MERCK & CO INC
-$33.2K
3,507
+1%
增持
ASB
ASSOCIATED BANC CORP
+$32.0K
12,560
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$31.2K
6,206
+2%
增持
ESGV
VANGUARD WORLD FD
+$29.9K
2,424
+1%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$29.5K
16,241
+2%
增持
EAGG
ISHARES TR
+$28.9K
9,917
+6%
减持
LNT
ALLIANT ENERGY CORP
-$27.7K
5,340
-2%
增持
T
AT&T INC
+$27.4K
11,242
+7%
增持
V
VISA INC
+$27.0K
1,345
+5%
增持
RTX
RTX CORPORATION
+$26.5K
1,954
+0%
减持
SPYM
SPDR SERIES TRUST
+$25.9K
13,633
-7%
增持
AMT
AMERICAN TOWER CORP NEW
+$25.6K
1,745
+5%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$23.7K
1,565
+6%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$23.7K
4,709
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$23.6K
13,231
-12%
减持
USMV
ISHARES TR
-$23.1K
7,916
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$23.1K
2,614
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$22.4K
23,501
-2%
增持
LLY
ELI LILLY & CO
-$20.3K
847
+3%
增持
JNJ
JOHNSON & JOHNSON
-$17.8K
1,662
+1%
增持
FANG
DIAMONDBACK ENERGY INC
+$16.9K
2,299
+23%
减持
DE
DEERE & CO
+$16.8K
548
-2%
增持
CPRT
COPART INC
-$16.4K
6,939
+10%
减持
AVEM
AMERICAN CENTY ETF TR
+$15.8K
3,560
-6%
增持
PGR
PROGRESSIVE CORP
+$15.2K
1,684
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$13.8K
23,827
+0%
增持
WEC
WEC ENERGY GROUP INC
-$12.8K
2,698
+0%
增持
ROP
ROPER TECHNOLOGIES INC
+$12.8K
662
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
-$10.6K
7,486
+2%
减持
XSOE
WISDOMTREE TR
+$10.1K
13,624
-9%
减持
SPSM
SPDR SERIES TRUST
+$9.8K
6,432
-1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$6.5K
2,423
+2%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$5.5K
31,938
-1%
增持
UNP
UNION PAC CORP
-$5.1K
917
+0%
增持
NEE
NEXTERA ENERGY INC
-$5.1K
3,642
+0%
增持
SUSC
ISHARES TR
+$4.8K
22,835
+0%
增持
MO
ALTRIA GROUP INC
-$4.7K
6,743
+1%
减持
DMXF
ISHARES TR
+$4.6K
4,589
-8%
减持
MA
MASTERCARD INCORPORATED
-$4.5K
943
-3%
减持
SLV
ISHARES SILVER TR
+$4.3K
8,993
-4%
增持
—
DIANA SHIPPING INC
-$1.9K
20,464
+1%
增持
JUCY
ETF SER SOLUTIONS
-$1.3K
155,149
+3%
减持
EUSB
ISHARES TR
+$959
4,922
-0%
增持
SO
SOUTHERN CO
-$196
2,829
+0%
