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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 125 项
建仓 12
增持 66
减持 43
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
-$1.5M
49,015
+1%
增持
MUNI
PIMCO ETF TR
+$1.4M
32,463
+403%
减持
SCHP
SCHWAB STRATEGIC TR
-$548.9K
287,637
-7%
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
ASTS
AST SPACEMOBILE INC
+$548.8K
49,057
+1%
建仓
COWZ
PACER FDS TR
+$529.1K
8,457
增持
ACIO
ETF SER SOLUTIONS
-$473.0K
283,436
+0%
建仓
ACYN
FIRST TR EXCHANGE-TRADED FD
+$425.5K
20,881
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$407.3K
25,684
-38%
减持
SCHO
SCHWAB STRATEGIC TR
-$387.9K
59,338
-21%
增持
DEFR
ETF SER SOLUTIONS
+$381.2K
47,803
+43%
增持
XLE
SELECT SECTOR SPDR TR
+$381.0K
10,277
+85%
减持
RLY
SSGA ACTIVE ETF TR
+$379.6K
88,260
-1%
减持
SCHD
SCHWAB STRATEGIC TR
+$371.9K
157,692
-3%
增持
—
EXXON MOBIL CORP
+$358.8K
6,317
+7%
清仓
ICSH
ISHARES TR
-$306.7K
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$300.5K
3,665
增持
MSFT
MICROSOFT CORP
-$291.1K
3,380
+6%
增持
SPYV
SPDR SERIES TRUST
+$264.9K
450,337
+1%
建仓
DUK
DUKE ENERGY CORP NEW
+$264.7K
2,022
减持
OSCV
ETF SER SOLUTIONS
+$260.3K
141,097
-2%
清仓
ORCL
ORACLE CORP
-$259.6K
0
-100%
建仓
PFE
PFIZER INC
+$242.2K
8,626
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$241.7K
1,017
建仓
ESGE
ISHARES INC
+$231.5K
5,092
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$228.6K
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$226.1K
521
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$221.5K
18,655
-17%
增持
DUBS
ETF SER SOLUTIONS
-$220.9K
141,970
+0%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$218.1K
5,205
清仓
DMXF
ISHARES TR
-$216.7K
0
-100%
建仓
APH
AMPHENOL CORP
+$216.2K
1,711
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$210.6K
91,880
+9%
减持
NVDA
NVIDIA CORPORATION
-$204.5K
11,682
-3%
建仓
PG
PROCTER & GAMBLE CO
+$204.5K
1,416
建仓
INTF
ISHARES TR
+$200.3K
5,141
减持
ADME
ETF SER SOLUTIONS
-$198.4K
91,019
-1%
减持
IDUB
ETF SER SOLUTIONS
-$146.7K
322,521
-3%
增持
LLY
ELI LILLY & CO
-$128.7K
869
+1%
减持
JUCY
ETF SER SOLUTIONS
-$126.1K
116,304
-4%
增持
DRSK
ETF SER SOLUTIONS
-$123.6K
292,208
+3%
减持
SCHR
SCHWAB STRATEGIC TR
-$121.9K
17,791
-21%
增持
CVX
CHEVRON CORPORATION
+$119.5K
1,738
+10%
增持
PEP
PEPSICO INC
+$118.2K
7,427
+3%
增持
ABT
ABBOTT LABORATORIES
-$111.0K
4,927
+0%
减持
WMT
WALMART INC
+$110.4K
9,269
-1%
增持
UPSD
ETF SER SOLUTIONS
+$108.9K
91,664
+10%
减持
USXF
ISHARES TR
-$105.4K
7,018
-18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$104.2K
8,330
+8%
增持
CAT
CATERPILLAR INC
+$103.3K
761
+0%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$103.1K
5,823
-12%
增持
GLD
SPDR GOLD TR
+$101.4K
2,576
+1%
增持
JPM
JPMORGAN CHASE & CO
-$99.9K
4,779
+2%
减持
ECL
ECOLAB INC
-$95.8K
2,627
-13%
减持
AVGO
BROADCOM INC
-$91.4K
1,008
-13%
增持
JNJ
JOHNSON & JOHNSON
+$90.7K
1,844
+6%
减持
FANG
DIAMONDBACK ENERGY INC
+$88.5K
2,115
-4%
增持
FNDF
SCHWAB STRATEGIC TR
+$88.0K
6,483
+28%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$86.2K
19,351
-9%
增持
SUSC
ISHARES TR
+$79.5K
22,927
+19%
增持
V
VISA INC
-$78.7K
1,676
+0%
增持
SCHG
SCHWAB STRATEGIC TR
-$77.2K
22,154
+0%
增持
AAPL
APPLE INC
-$76.2K
6,171
+2%
增持
AMZN
AMAZON COM INC
-$74.4K
4,031
+2%
减持
TSLA
TESLA INC
-$69.8K
849
-1%
减持
PWR
QUANTA SVCS INC
+$69.3K
833
-9%
增持
SO
SOUTHERN CO
+$68.5K
3,674
+12%
增持
ESGU
ISHARES TR
+$67.4K
5,188
+16%
减持
VB
VANGUARD INDEX FDS
-$67.0K
99,166
-2%
增持
MO
ALTRIA GROUP INC
+$64.0K
7,062
+1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$62.9K
1,688
+12%
增持
MCD
MCDONALDS CORP
+$60.0K
2,150
+8%
减持
VUG
VANGUARD INDEX FDS
-$58.4K
1,126
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$58.2K
3,960
+8%
增持
MRK
MERCK & CO INC
+$56.2K
3,469
+1%
减持
QUAL
ISHARES TR
-$55.8K
7,145
-1%
增持
NEE
NEXTERA ENERGY INC
+$54.0K
4,263
+0%
增持
T
AT&T INC
+$52.0K
12,517
+0%
增持
EAGG
ISHARES TR
+$51.5K
9,637
+13%
减持
SCHF
SCHWAB STRATEGIC TR
+$50.7K
114,698
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$45.4K
7,623
+1%
减持
MTUM
ISHARES TR
-$44.7K
3,285
-1%
增持
ABBV
ABBVIE INC
-$44.2K
5,465
+1%
增持
LNT
ALLIANT ENERGY CORP
+$38.3K
5,521
+0%
减持
GLDM
WORLD GOLD TR
+$35.3K
6,018
-2%
减持
CATH
GLOBAL X FDS
-$34.8K
8,010
-0%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$34.4K
30,172
+0%
减持
SLV
ISHARES SILVER TR
-$34.4K
8,588
-11%
增持
IVV
ISHARES TR
-$33.2K
18,355
+5%
减持
LCTU
BLACKROCK ETF TRUST
-$33.2K
7,657
-1%
减持
DSI
ISHARES TR
-$31.6K
3,592
-1%
增持
PGR
PROGRESSIVE CORP
-$30.6K
1,683
+5%
增持
SPYM
SPDR SERIES TRUST
-$30.5K
13,852
+2%
减持
SCHX
SCHWAB STRATEGIC TR
-$28.6K
17,818
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$28.1K
78,016
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$27.6K
2,712
+17%
减持
COST
COSTCO WHOLESALE CORPORATION
+$26.0K
290
-5%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$24.1K
23,648
-1%
增持
PHYL
PGIM ETF TR
+$23.5K
21,948
+6%
增持
SPTM
SPDR SERIES TRUST
-$23.4K
8,844
+1%
减持
AVEM
AMERICAN CENTY ETF TR
-$23.0K
4,120
-11%
增持
MPLX
MPLX LP
+$22.1K
5,426
+1%
减持
RTX
RTX CORPORATION
+$18.5K
2,159
-1%
增持
—
DIANA SHIPPING INC
+$17.6K
20,776
+0%
减持
DGRO
ISHARES TR
-$16.8K
45,987
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$16.2K
2,542
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
-$15.5K
4,775
+0%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
+$14.0K
4,104
+21%
增持
HD
HOME DEPOT INC
+$13.7K
776
+11%
减持
SCHM
SCHWAB STRATEGIC TR
-$13.5K
12,415
-6%
减持
USMV
ISHARES TR
-$11.5K
7,915
-0%
增持
NOW
SERVICENOW INC
+$11.0K
2,178
+54%
增持
UNP
UNION PAC CORP
+$10.9K
923
+0%
减持
USRT
ISHARES TR
-$10.8K
8,079
-6%
增持
MGEE
MGE ENERGY INC
-$10.1K
9,905
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$9.8K
6,231
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$8.2K
1,766
+3%
增持
FNDA
SCHWAB STRATEGIC TR
+$7.0K
6,453
+1%
增持
GOOGL
ALPHABET INC
+$6.7K
1,992
+10%
减持
SPSM
SPDR SERIES TRUST
-$5.4K
6,181
-5%
增持
CHE
CHEMED CORP NEW
-$4.8K
687
+11%
增持
XLV
SELECT SECTOR SPDR TR
-$4.4K
2,558
+4%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$4.3K
6,798
+3%
增持
AMT
AMERICAN TOWER CORP
-$4.3K
1,668
+0%
增持
CPRT
COPART INC
-$3.0K
7,934
+17%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.1K
2,442
+1%
