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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 127 项
建仓 10
增持 42
减持 68
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
+$1.4M
49,158
-3%
增持
SPYV
SPDR SERIES TRUST
+$1.4M
426,657
+1%
减持
VB
VANGUARD INDEX FDS
+$1.3M
99,127
-2%
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。
减持
DRSK
ETF SER SOLUTIONS
-$1.3M
268,679
-15%
减持
ACIO
ETF SER SOLUTIONS
-$1.2M
271,952
-14%
减持
IDUB
ETF SER SOLUTIONS
-$820.8K
324,550
-15%
减持
JUCY
ETF SER SOLUTIONS
-$780.7K
119,734
-23%
减持
DUBS
ETF SER SOLUTIONS
-$663.9K
144,102
-18%
减持
ADME
ETF SER SOLUTIONS
-$536.9K
88,555
-16%
减持
OSCV
ETF SER SOLUTIONS
-$534.9K
137,679
-14%
建仓
DEFR
ETF SER SOLUTIONS
+$462.3K
17,604
清仓
JPLD
J P MORGAN EXCHANGE TRADED F
-$451.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$405.0K
4,628
+27%
减持
SCHD
SCHWAB STRATEGIC TR
-$343.6K
167,068
-10%
增持
AAPL
APPLE INC
+$332.9K
6,022
+3%
减持
SCHO
SCHWAB STRATEGIC TR
-$324.8K
73,375
-15%
建仓
NUE
NUCOR CORP
+$317.8K
2,347
减持
NVDA
NVIDIA CORPORATION
-$305.5K
11,640
-26%
减持
IVV
ISHARES TR
+$304.9K
17,762
-5%
减持
SCHF
SCHWAB STRATEGIC TR
-$300.9K
114,427
-15%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$299.8K
618
增持
ABBV
ABBVIE INC
+$290.6K
5,419
+4%
清仓
SPTS
SPDR SERIES TRUST
-$274.2K
0
-100%
建仓
MPLX
MPLX LP
+$267.1K
5,348
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$266.8K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$249.5K
79,655
-17%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$235.6K
7,533
建仓
NOW
SERVICENOW INC
+$233.5K
254
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$219.6K
6,368
清仓
FIS
FIDELITY NATL INFORMATION SV
-$218.7K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$218.1K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$218.0K
8,528
+55%
清仓
EUSB
ISHARES TR
-$214.4K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
+$210.9K
295,052
+2%
建仓
DUK
DUKE ENERGY CORP NEW
+$209.5K
1,693
建仓
KMB
KIMBERLY-CLARK CORP
+$202.5K
1,629
清仓
ESGE
ISHARES INC
-$201.1K
0
-100%
增持
RLY
SSGA ACTIVE ETF TR
+$196.0K
88,033
+2%
减持
ICSH
ISHARES TR
-$195.7K
5,976
-39%
增持
CATH
GLOBAL X FDS
+$173.2K
7,563
+30%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$139.7K
19,506
+8%
增持
ASTS
AST SPACEMOBILE INC
+$138.6K
47,721
+1%
增持
GLD
SPDR GOLD TR
+$135.2K
2,435
+2%
减持
UPSD
ETF SER SOLUTIONS
+$130.6K
76,966
-1%
建仓
F
FORD MTR CO
+$121.5K
10,162
增持
ORCL
ORACLE CORP
+$119.0K
1,288
+16%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$105.5K
21,680
-8%
减持
SUSC
ISHARES TR
-$105.0K
18,060
-21%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$102.2K
80,871
+3%
减持
GOOGL
ALPHABET INC
+$99.5K
1,805
-6%
减持
XLP
SELECT SECTOR SPDR TR
-$91.4K
2,749
-27%
增持
SLV
ISHARES SILVER TR
+$90.2K
9,093
+1%
减持
PGR
PROGRESSIVE CORP
-$88.5K
1,462
-13%
减持
COST
COSTCO WHSL CORP NEW
-$85.8K
319
-17%
增持
MGEE
MGE ENERGY INC
+$82.0K
9,878
+17%
增持
MCD
MCDONALDS CORP
+$82.0K
2,009
+11%
增持
MSFT
MICROSOFT CORP
+$81.7K
3,142
+1%
减持
USXF
ISHARES TR
-$80.9K
9,736
-18%
减持
AMT
AMERICAN TOWER CORP NEW
-$80.2K
1,589
-9%
增持
RTX
RTX CORPORATION
+$77.9K
2,170
+11%
减持
ROP
ROPER TECHNOLOGIES INC
-$71.0K
610
-8%
减持
DMXF
ISHARES TR
-$69.6K
3,591
-22%
减持
AVGO
BROADCOM INC
+$69.0K
1,328
-1%
增持
NEE
NEXTERA ENERGY INC
+$68.3K
4,255
+17%
减持
EAGG
ISHARES TR
-$66.4K
8,434
-15%
增持
SCHG
SCHWAB STRATEGIC TR
+$65.7K
22,148
+1%
增持
V
VISA INC
+$64.4K
1,588
+18%
减持
CAT
CATERPILLAR INC
+$63.8K
764
-1%
减持
TSLA
TESLA INC
+$63.1K
877
-15%
减持
QUAL
ISHARES TR
+$62.9K
7,378
-2%
增持
PEP
PEPSICO INC
+$60.7K
7,088
+0%
增持
JNJ
JOHNSON & JOHNSON
+$59.0K
1,688
+2%
增持
MO
ALTRIA GROUP INC
+$58.5K
6,871
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$57.8K
4,019
+13%
减持
SPTM
SPDR SERIES TRUST
-$57.3K
9,525
-14%
减持
CPRT
COPART INC
-$52.6K
6,401
-8%
增持
LNT
ALLIANT ENERGY CORP
+$52.4K
5,568
+4%
增持
SO
SOUTHERN CO
+$51.1K
3,280
+16%
减持
SPYM
SPDR SERIES TRUST
+$50.6K
13,295
-2%
减持
CHE
CHEMED CORP NEW
-$46.7K
540
-9%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$45.5K
1,406
-10%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$44.4K
3,928
+2%
减持
MTUM
ISHARES TR
+$41.7K
3,328
-1%
减持
VUG
VANGUARD INDEX FDS
+$41.7K
1,146
-1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$41.5K
5,009
+6%
减持
PM
PHILIP MORRIS INTL INC
-$40.2K
1,304
-6%
减持
LCTU
BLACKROCK ETF TRUST
-$39.6K
7,724
-13%
增持
WEC
WEC ENERGY GROUP INC
+$39.0K
2,793
+4%
减持
VGT
VANGUARD WORLD FD
+$35.4K
557
-3%
减持
ESGU
ISHARES TR
+$33.7K
4,246
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$30.8K
1,716
-1%
减持
DGRO
ISHARES TR
-$30.1K
46,362
-7%
减持
SCHX
SCHWAB STRATEGIC TR
+$29.8K
18,235
-1%
减持
DSI
ISHARES TR
-$28.8K
3,642
-13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$28.8K
2,613
-0%
减持
WMT
WALMART INC
+$28.7K
9,338
-2%
增持
T
AT&T INC
+$28.4K
12,527
+11%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$27.9K
30,270
-5%
增持
SPSM
SPDR SERIES TRUST
+$27.6K
6,512
+1%
减持
AMZN
AMAZON COM INC
-$26.2K
3,818
-3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$25.9K
4,772
+0%
增持
CVX
CHEVRON CORP NEW
+$23.6K
1,582
+2%
减持
DFAS
DIMENSIONAL ETF TRUST
+$22.3K
6,102
-2%
减持
FANG
DIAMONDBACK ENERGY INC
-$21.8K
2,055
-11%
增持
PHYL
PGIM ETF TR
+$21.2K
21,069
+2%
减持
USRT
ISHARES TR
+$19.3K
10,062
-0%
减持
—
EXXON MOBIL CORP
+$17.0K
5,931
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.7K
677
+1%
减持
PWR
QUANTA SVCS INC
-$13.4K
936
-12%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$12.4K
3,066
+5%
减持
SCHR
SCHWAB STRATEGIC TR
-$11.2K
23,043
-2%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
+$11.2K
43,754
-0%
增持
USMV
ISHARES TR
+$10.2K
7,917
+0%
增持
ABT
ABBOTT LABS
-$10.0K
4,920
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$8.4K
23,805
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$7.4K
1,731
-6%
减持
MRK
MERCK & CO INC
+$6.9K
3,390
-3%
减持
ECL
ECOLAB INC
-$6.5K
3,092
-2%
增持
UNP
UNION PAC CORP
+$6.3K
919
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$5.4K
3,124
-4%
增持
—
DIANA SHIPPING INC
+$4.7K
20,573
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$4.6K
7,475
-0%
减持
GLDM
WORLD GOLD TR
+$1.8K
6,770
-14%
减持
FNDF
SCHWAB STRATEGIC TR
+$1.8K
5,258
-6%
减持
XLE
SELECT SECTOR SPDR TR
-$1.7K
2,571
-6%
增持
LLY
ELI LILLY & CO
-$1.6K
863
+2%
减持
SCHQ
SCHWAB STRATEGIC TR
-$310
9,663
-1%