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MBL Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MBL Wealth, LLC
报告期 2026-03-31 · CIK 0001845785
持仓数
335
前50大市值合计
$1.06B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
22Q1 调仓
2021-09-30 → 2022-03-31 · 共 150 项
建仓 100
增持 28
减持 12
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$14.5M
130,716
+26%
建仓
GLDM
WORLD GOLD TR
+$9.9M
258,033
增持
IJH
ISHARES TR
+$8.3M
94,146
+46%
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。
清仓
—
WORLD GOLD TR
-$7.4M
0
-100%
建仓
SHY
ISHARES TR
+$7.1M
85,412
清仓
IVOL
KRANESHARES TR
-$6.9M
0
-100%
建仓
SGOV
ISHARES TR
+$6.8M
67,598
建仓
UJAN
INNOVATOR ETFS TR
+$6.8M
218,254
建仓
PALC
PACER FDS TR
+$6.2M
158,062
建仓
—
LABORATORY CORP AMER HLDGS
+$6.2M
23,396
增持
DIVO
AMPLIFY ETF TR
+$5.9M
268,383
+128%
减持
PTBD
PACER FDS TR
-$5.9M
44,989
-83%
增持
IJR
ISHARES TR
+$5.3M
165,797
+43%
减持
STOT
SSGA ACTIVE TR
-$5.1M
38,972
-72%
增持
IDEV
ISHARES TR
+$4.7M
156,014
+100%
建仓
MINT
PIMCO ETF TR
+$4.1M
41,380
减持
ISTB
ISHARES TR
-$3.9M
108,282
-39%
清仓
CCOR
LISTED FD TR
-$3.9M
0
-100%
增持
IEMG
ISHARES INC
+$3.5M
337,486
+36%
建仓
BCI
ABRDN ETFS
+$2.7M
94,648
增持
PJAN
INNOVATOR ETFS TR
+$2.7M
302,209
+38%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.7M
44,172
+55%
清仓
MTUM
ISHARES TR
-$2.5M
0
-100%
建仓
TSLA
TESLA INC
+$2.4M
2,192
减持
—
TRANSAMERICA ETF TR
-$2.2M
11,030
-73%
建仓
XLV
SELECT SECTOR SPDR TR
+$2.1M
15,087
增持
PTLC
PACER FDS TR
+$1.9M
266,569
+20%
增持
SLV
ISHARES SILVER TR
+$1.9M
101,644
+394%
增持
FLOT
ISHARES TR
+$1.9M
174,923
+28%
建仓
COM
DIREXION SHS ETF TR
+$1.7M
52,207
建仓
IWR
ISHARES TR
+$1.6M
21,051
建仓
HD
HOME DEPOT INC
+$1.6M
5,367
增持
BOND
PIMCO ETF TR
+$1.5M
27,115
+145%
增持
AAPL
APPLE INC
+$1.5M
37,894
+4%
建仓
IWM
ISHARES TR
+$1.4M
6,995
建仓
IWF
ISHARES TR
+$1.4M
5,090
建仓
GOOG
ALPHABET INC
+$1.3M
475
减持
SUB
ISHARES TR
-$1.3M
16,525
-41%
建仓
JPM
JPMORGAN CHASE & CO
+$1.3M
9,435
增持
MSFT
MICROSOFT CORP
+$1.2M
16,261
+21%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.2M
2,351
建仓
NVDA
NVIDIA CORPORATION
+$1.2M
4,254
增持
SLI
STANDARD LITHIUM LTD
+$1.1M
170,000
+240%
增持
BSV
VANGUARD BD INDEX FDS
+$1.1M
81,775
+26%
建仓
V
VISA INC
+$1.0M
4,563
建仓
JNJ
JOHNSON & JOHNSON
+$983.0K
5,545
增持
EMXC
ISHARES INC
+$979.0K
61,865
+43%
建仓
VGT
VANGUARD WORLD FDS
+$957.0K
2,297
建仓
XLK
SELECT SECTOR SPDR TR
+$956.0K
6,015
建仓
DIVB
ISHARES TR
+$943.0K
22,603
增持
USMV
ISHARES TR
+$880.0K
36,170
+38%
建仓
PG
PROCTER AND GAMBLE CO
+$879.0K
5,750
建仓
META
META PLATFORMS INC
+$861.0K
3,873
减持
QUAL
ISHARES TR
-$855.0K
9,378
-42%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$854.0K
10,080
+2%
建仓
XLE
SELECT SECTOR SPDR TR
+$796.0K
10,418
建仓
GS
GOLDMAN SACHS GROUP INC
+$791.0K
2,397
建仓
PRK
PARK NATL CORP
+$780.0K
5,936
增持
SCHX
SCHWAB STRATEGIC TR
-$754.0K
32,530
+35%
建仓
CVX
CHEVRON CORP NEW
+$740.0K
4,543
增持
IEFA
ISHARES TR
+$726.0K
224,487
+12%
减持
IVV
ISHARES TR
-$717.0K
3,252
-36%
清仓
PSLV
SPROTT PHYSICAL SILVER TR
-$717.0K
0
-100%
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$705.0K
0
-100%
清仓
ROBT
FIRST TR EXCHANGE-TRADED FD
-$696.0K
0
-100%
建仓
LOW
LOWES COS INC
+$686.0K
3,392
建仓
COST
COSTCO WHSL CORP NEW
+$677.0K
1,175
增持
PTMC
PACER FDS TR
+$674.0K
136,233
+19%
增持
MUNI
PIMCO ETF TR
+$666.0K
73,485
+28%
减持
VO
VANGUARD INDEX FDS
-$641.0K
9,046
-23%
建仓
AVGO
BROADCOM INC
+$626.0K
994
建仓
MCD
MCDONALDS CORP
+$609.0K
2,461
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$590.0K
273,655
-20%
建仓
PYPL
PAYPAL HLDGS INC
+$584.0K
5,051
减持
BIL
SPDR SER TR
-$577.0K
7,676
-45%
建仓
GDX
VANECK ETF TRUST
+$577.0K
15,054
建仓
VOO
VANGUARD INDEX FDS
+$576.0K
1,387
建仓
MLPX
GLOBAL X FDS
+$562.0K
13,150
建仓
DE
DEERE & CO
+$555.0K
1,334
建仓
DIS
DISNEY WALT CO
+$545.0K
3,977
建仓
VOT
VANGUARD INDEX FDS
+$535.0K
2,400
建仓
NSC
NORFOLK SOUTHN CORP
+$532.0K
1,865
建仓
EFA
ISHARES TR
+$531.0K
7,210
建仓
NKE
NIKE INC
+$497.0K
3,691
建仓
MRK
MERCK & CO INC
+$496.0K
6,044
清仓
MUR
MURPHY OIL CORP
-$475.0K
0
-100%
建仓
ABBV
ABBVIE INC
+$467.0K
2,880
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$463.0K
784
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$451.0K
14,880
+22%
建仓
ITA
ISHARES TR
+$450.0K
4,063
增持
SMMU
PIMCO ETF TR
+$439.0K
269,096
+6%
建仓
BA
BOEING CO
+$439.0K
2,294
建仓
TXN
TEXAS INSTRS INC
+$434.0K
2,367
建仓
WMT
WALMART INC
+$434.0K
2,917
建仓
RBLX
ROBLOX CORP
+$427.0K
9,245
增持
VNQ
VANGUARD INDEX FDS
+$424.0K
18,086
+20%
建仓
ABFL
TRIMTABS ETF TR
+$414.0K
7,950
建仓
HON
HONEYWELL INTL INC
+$412.0K
2,115
建仓
VB
VANGUARD INDEX FDS
+$404.0K
1,900
建仓
—
BLACKROCK INC
+$402.0K
526
建仓
ORCL
ORACLE CORP
+$397.0K
4,798
建仓
UNP
UNION PAC CORP
+$389.0K
1,424
建仓
ABT
ABBOTT LABS
+$389.0K
3,287
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$387.0K
3,909
建仓
WFC
WELLS FARGO CO NEW
+$377.0K
7,785
建仓
MA
MASTERCARD INCORPORATED
+$375.0K
1,050
建仓
IAU
GOLD TR
+$365.0K
9,900
建仓
INTC
INTEL CORP
+$363.0K
7,326
建仓
F
FORD MTR CO DEL
+$360.0K
21,291
减持
UAL
UNITED AIRLS HLDGS INC
-$359.0K
6,699
-52%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$356.0K
4,000
建仓
UPS
UNITED PARCEL SERVICE INC
+$349.0K
1,628
建仓
KO
COCA COLA CO
+$346.0K
5,580
建仓
MUB
ISHARES TR
+$340.0K
3,100
建仓
RSPU
INVESCO EXCHANGE TRADED FD T
+$334.0K
2,765
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$321.0K
4,395
建仓
SRLN
SSGA ACTIVE ETF TR
+$312.0K
6,945
建仓
VZ
VERIZON COMMUNICATIONS INC
+$309.0K
6,072
建仓
SYK
STRYKER CORPORATION
+$306.0K
1,146
建仓
IWD
ISHARES TR
+$306.0K
1,844
建仓
IHE
ISHARES TR
+$302.0K
1,555
增持
PTIN
PACER FDS TR
+$295.0K
163,747
+19%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$295.0K
2,240
建仓
ALLY
ALLY FINL INC
+$290.0K
6,663
清仓
BNL
BROADSTONE NET LEASE INC
-$285.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$284.0K
7,080
-38%
建仓
—
ACCENTURE PLC IRELAND
+$284.0K
841
建仓
TFC
TRUIST FINL CORP
+$281.0K
4,964
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$272.0K
12,479
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$271.0K
5,400
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$261.0K
1,972
增持
MLPB
UBS AG LONDON BRANCH
+$261.0K
97,867
+1%
建仓
DUK
DUKE ENERGY CORP NEW
+$255.0K
2,280
建仓
CAT
CATERPILLAR INC
+$253.0K
1,134
建仓
SBUX
STARBUCKS CORP
+$251.0K
2,760
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$245.0K
500
建仓
VBK
VANGUARD INDEX FDS
+$242.0K
975
建仓
COP
CONOCOPHILLIPS
+$236.0K
2,356
建仓
CAH
CARDINAL HEALTH INC
+$234.0K
4,121
建仓
VFH
VANGUARD WORLD FDS
+$233.0K
2,500
建仓
PEP
PEPSICO INC
+$233.0K
1,390
建仓
VTEB
VANGUARD MUN BD FDS
+$227.0K
4,400
建仓
LUV
SOUTHWEST AIRLS CO
+$225.0K
4,907
建仓
CSX
CSX CORP
+$223.0K
5,951
清仓
FSK
FS KKR CAP CORP
-$220.0K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$217.0K
5,475
建仓
MO
ALTRIA GROUP INC
+$216.0K
4,131
建仓
PM
PHILIP MORRIS INTL INC
+$214.0K
2,275
建仓
LMT
LOCKHEED MARTIN CORP
+$213.0K
482
建仓
LLY
LILLY ELI & CO
+$212.0K
739
