小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 127 项
建仓 4
增持 74
减持 40
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SERIES TRUST
+$1.6M
443,852
+4%
增持
ASTS
AST SPACEMOBILE INC
+$1.2M
48,417
+1%
增持
VB
VANGUARD INDEX FDS
+$834.6K
100,952
+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。
增持
ACIO
ETF SER SOLUTIONS
+$555.1K
282,974
+4%
增持
IDUB
ETF SER SOLUTIONS
+$460.1K
333,056
+3%
增持
DEFR
ETF SER SOLUTIONS
+$428.0K
33,332
+89%
增持
DRSK
ETF SER SOLUTIONS
+$363.6K
284,848
+6%
建仓
MUNI
PIMCO ETF TR
+$338.0K
6,448
减持
QQQ
INVESCO QQQ TR
+$315.6K
48,556
-1%
清仓
SCHQ
SCHWAB STRATEGIC TR
-$312.2K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$304.0K
0
-100%
增持
LLY
ELI LILLY & CO
+$269.3K
864
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$251.3K
309,661
+5%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$238.2K
0
-100%
增持
SLV
ISHARES SILVER TR
+$234.3K
9,618
+6%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$228.6K
1,286
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$227.5K
6,582
-23%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$219.6K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$215.5K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$209.5K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$202.5K
0
-100%
建仓
FNDA
SCHWAB STRATEGIC TR
+$202.3K
6,420
建仓
FPE
FIRST TR EXCH TRADED FD III
+$183.5K
10,073
增持
UPSD
ETF SER SOLUTIONS
+$176.2K
83,215
+8%
增持
ADME
ETF SER SOLUTIONS
+$175.5K
91,550
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$157.4K
21,230
+9%
增持
GLD
SPDR GOLD TR
+$141.5K
2,541
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$138.5K
2,451
+42%
减持
IVV
ISHARES TR
+$134.9K
17,554
-1%
增持
GOOGL
ALPHABET INC
+$127.3K
1,809
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$124.2K
115,977
+1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$122.9K
6,619
+32%
清仓
F
FORD MTR CO
-$121.5K
0
-100%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$116.4K
84,610
+5%
增持
AAPL
APPLE INC
+$109.1K
6,041
+0%
增持
ORCL
ORACLE CORP
-$102.5K
1,332
+3%
减持
USRT
ISHARES TR
-$101.8K
8,586
-15%
减持
SCHD
SCHWAB STRATEGIC TR
-$94.9K
162,818
-3%
增持
RLY
SSGA ACTIVE ETF TR
+$92.5K
89,379
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$88.1K
3,681
+18%
增持
DGRO
ISHARES TR
+$87.9K
46,733
+1%
增持
MSFT
MICROSOFT CORP
-$85.3K
3,189
+1%
增持
WMT
WALMART INC
+$79.1K
9,349
+0%
增持
MRK
MERCK & CO INC
+$76.6K
3,431
+1%
增持
AMZN
AMAZON COM INC
+$75.5K
3,959
+4%
减持
DUBS
ETF SER SOLUTIONS
+$73.5K
141,759
-2%
减持
CAT
CATERPILLAR INC
+$71.0K
760
-1%
增持
NVDA
NVIDIA CORPORATION
+$70.1K
12,020
+3%
减持
USXF
ISHARES TR
-$65.1K
8,559
-12%
减持
SCHE
SCHWAB STRATEGIC TR
-$59.4K
79,350
-0%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$58.6K
41,456
-5%
增持
MGEE
MGE ENERGY INC
-$55.9K
9,891
+0%
减持
DMXF
ISHARES TR
-$55.3K
2,883
-20%
增持
AVEM
AMERICAN CENTY ETF TR
+$53.1K
4,609
+15%
减持
ECL
ECOLAB INC
-$52.1K
3,027
-2%
增持
MO
ALTRIA GROUP INC
-$51.9K
6,972
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$51.4K
606
-2%
增持
SPYM
SPDR SERIES TRUST
+$49.2K
13,596
+2%
增持
ESGU
ISHARES TR
+$48.0K
4,472
+5%
增持
CATH
GLOBAL X FDS
+$47.7K
8,036
+6%
增持
JNJ
JOHNSON & JOHNSON
+$47.0K
1,740
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$45.9K
4,673
+1%
减持
HD
HOME DEPOT INC
-$45.8K
702
-1%
减持
SPTM
SPDR SERIES TRUST
-$45.6K
8,759
-8%
减持
—
EXXON MOBIL CORP
+$44.2K
5,924
-0%
增持
V
VISA INC
+$43.1K
1,668
+5%
减持
T
AT&T INC
-$42.9K
12,513
-0%
增持
ABT
ABBOTT LABS
-$42.1K
4,924
+0%
增持
OSCV
ETF SER SOLUTIONS
+$41.2K
143,252
+4%
增持
PEP
PEPSICO INC
+$39.6K
7,212
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$37.7K
75,013
+2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$37.7K
22,366
+3%
增持
FANG
DIAMONDBACK ENERGY INC
+$35.7K
2,194
+7%
减持
AVGO
BROADCOM INC
-$35.0K
1,165
-12%
增持
JUCY
ETF SER SOLUTIONS
+$34.0K
121,723
+2%
减持
COST
COSTCO WHSL CORP NEW
-$32.2K
305
-4%
增持
SUSC
ISHARES TR
+$25.5K
19,286
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$25.3K
727
+7%
增持
SO
SOUTHERN CO
-$24.7K
3,282
+0%
增持
CHE
CHEMED CORP NEW
+$22.7K
618
+14%
减持
ABBV
ABBVIE INC
-$21.8K
5,395
-0%
增持
CPRT
COPART INC
-$21.4K
6,805
+6%
增持
NEE
NEXTERA ENERGY INC
+$20.7K
4,259
+0%
增持
MPLX
MPLX LP
+$20.4K
5,388
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$18.8K
5,559
+116%
减持
LNT
ALLIANT ENERGY CORP
-$17.4K
5,505
-1%
增持
NOW
SERVICENOW INC
-$16.7K
1,415
+457%
减持
PHYL
PGIM ETF TR
-$16.7K
20,760
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$15.8K
22,151
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$15.6K
6,220
+2%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$15.2K
30,047
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$14.6K
7,708
+3%
减持
SCHR
SCHWAB STRATEGIC TR
-$14.0K
22,533
-2%
增持
AMT
AMERICAN TOWER CORP NEW
-$13.4K
1,664
+5%
减持
XSOE
WISDOMTREE TR
+$13.2K
13,586
-0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$10.2K
3,404
+11%
减持
LCTU
BLACKROCK ETF TRUST
+$9.6K
7,696
-0%
增持
DFSU
DIMENSIONAL ETF TRUST
+$9.5K
7,022
+1%
增持
VGT
VANGUARD WORLD FD
+$9.3K
565
+1%
减持
ASB
ASSOCIATED BANC CORP
-$9.2K
12,177
-3%
减持
QUAL
ISHARES TR
-$8.9K
7,181
-3%
增持
ESGV
VANGUARD WORLD FD
+$8.8K
2,446
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$8.4K
4,773
+0%
减持
DSI
ISHARES TR
+$8.2K
3,624
-0%
增持
USMV
ISHARES TR
-$7.6K
7,918
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$7.5K
7,580
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$7.0K
2,312
+100%
减持
CVX
CHEVRON CORP NEW
-$5.6K
1,575
-0%
减持
SCHX
SCHWAB STRATEGIC TR
+$5.1K
18,040
-1%
减持
GLDM
WORLD GOLD TR
+$4.9K
6,120
-10%
减持
SCHA
SCHWAB STRATEGIC TR
+$4.9K
9,158
-0%
减持
TSLA
TESLA INC
-$4.6K
857
-2%
增持
UNP
UNION PAC CORP
-$4.1K
921
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.1K
23,813
+0%
减持
FNDF
SCHWAB STRATEGIC TR
+$3.4K
5,071
-4%
增持
ICSH
ISHARES TR
+$3.4K
6,063
+1%
增持
PGR
PROGRESSIVE CORP
+$3.2K
1,599
+9%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.5K
2,426
+0%
减持
SPSM
SPDR SERIES TRUST
+$2.4K
6,488
-0%
减持
MCD
MCDONALDS CORP
-$2.3K
1,990
-1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.3K
1,511
+7%
增持
EAGG
ISHARES TR
+$1.6K
8,500
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$913
2,561
-2%
减持
VUG
VANGUARD INDEX FDS
+$406
1,128
-2%
清仓
—
PAYSAFE LIMITED
-$259
0
-100%
增持
—
DIANA SHIPPING INC
-$215
20,691
+1%
减持
PWR
QUANTA SVCS INC
-$39
919
-2%
