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
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 12
增持 61
减持 43
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
SUB
ISHARES TR
+$11.5M
126,050
+663%
减持
SMMU
PIMCO ETF TR
-$7.4M
121,706
-55%
增持
SPY
SPDR S&P 500 ETF TR
-$5.7M
141,282
+8%
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
PJAN
INNOVATOR ETFS TR
-$5.6M
141,327
-53%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$5.5M
117,540
建仓
POCT
INNOVATOR ETFS TR
+$4.2M
150,992
增持
DIVO
AMPLIFY ETF TR
+$3.7M
410,425
+53%
清仓
EMXC
ISHARES INC
-$3.6M
0
-100%
增持
BIL
SPDR SER TR
+$2.9M
39,446
+414%
建仓
MINO
PIMCO ETF TR
+$2.4M
55,100
增持
IEMG
ISHARES INC
+$2.2M
426,544
+26%
增持
ISTB
ISHARES TR
+$2.1M
155,377
+43%
增持
IEFA
ISHARES TR
-$1.9M
232,716
+4%
增持
MUB
ISHARES TR
+$1.7M
18,895
+510%
增持
DIVB
ISHARES TR
+$1.6M
69,289
+207%
增持
SHY
ISHARES TR
+$1.5M
103,749
+21%
减持
AAPL
APPLE INC
-$1.4M
37,877
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$1.4M
65,080
-20%
减持
BOND
PIMCO ETF TR
-$1.3M
15,546
-43%
增持
IJH
ISHARES TR
-$1.2M
106,536
+13%
清仓
PTBD
PACER FDS TR
-$1.1M
0
-100%
增持
SGOV
ISHARES TR
+$1.1M
78,262
+16%
减持
MUNI
PIMCO ETF TR
-$1.0M
55,810
-24%
建仓
IWB
ISHARES TR
+$945.0K
4,550
增持
IDEV
ISHARES TR
-$944.0K
167,149
+7%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$916.0K
45,073
+2%
增持
PALC
PACER FDS TR
+$887.0K
205,690
+30%
增持
SCHX
SCHWAB STRATEGIC TR
+$844.0K
58,130
+79%
减持
IQLT
ISHARES TR
-$838.0K
75,663
-12%
增持
UJAN
INNOVATOR ETFS TR
+$829.0K
260,369
+19%
增持
COM
DIREXION SHS ETF TR
+$827.0K
82,596
+58%
清仓
—
TRANSAMERICA ETF TR
-$824.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$814.0K
16,350
+1%
增持
AMZN
AMAZON COM INC
-$793.0K
16,108
+1997%
增持
TSLA
TESLA INC
-$791.0K
2,333
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$772.0K
10,199
+1%
增持
IJR
ISHARES TR
-$737.0K
185,578
+12%
增持
PTLC
PACER FDS TR
+$731.0K
295,128
+11%
减持
—
LABORATORY CORP AMER HLDGS
-$722.0K
23,243
-1%
建仓
HYMB
SPDR SER TR
+$703.0K
13,675
增持
MINT
PIMCO ETF TR
+$663.0K
48,510
+17%
增持
TOTL
SSGA ACTIVE ETF TR
+$661.0K
93,439
+28%
减持
QUAL
ISHARES TR
-$598.0K
5,954
-37%
减持
IWF
ISHARES TR
-$591.0K
3,760
-26%
增持
GOOGL
ALPHABET INC
-$586.0K
1,062
+2%
清仓
PYPL
PAYPAL HLDGS INC
-$584.0K
0
-100%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$583.0K
280,615
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$553.0K
18,870
+81%
清仓
DIS
DISNEY WALT CO
-$545.0K
0
-100%
减持
SLV
ISHARES SILVER TR
-$496.0K
98,179
-3%
增持
SLI
STANDARD LITHIUM LTD
-$453.0K
246,000
+45%
增持
XLV
SELECT SECTOR SPDR TR
+$450.0K
19,627
+30%
清仓
BA
BOEING CO
-$439.0K
0
-100%
清仓
WMT
WALMART INC
-$434.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$426.0K
19,133
-23%
增持
PTMC
PACER FDS TR
+$406.0K
147,787
+8%
增持
GLDM
WORLD GOLD TR
+$405.0K
287,965
+12%
清仓
UNP
UNION PAC CORP
-$389.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$387.0K
7,716
+39%
减持
XLK
SELECT SECTOR SPDR TR
-$380.0K
4,535
-25%
建仓
VTI
VANGUARD INDEX FDS
+$379.0K
2,008
清仓
WFC
WELLS FARGO CO NEW
-$377.0K
0
-100%
减持
BCI
ABRDN ETFS
-$375.0K
86,253
-9%
清仓
INTC
INTEL CORP
-$363.0K
0
-100%
增持
MRK
MERCK & CO INC
+$346.0K
9,243
+53%
清仓
KO
COCA COLA CO
-$346.0K
0
-100%
增持
USMV
ISHARES TR
+$336.0K
44,745
+24%
减持
DE
DEERE & CO
-$332.0K
744
-44%
减持
IVV
ISHARES TR
-$331.0K
3,017
-7%
清仓
SRLN
SSGA ACTIVE ETF TR
-$312.0K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$311.0K
0
-100%
减持
GOOG
ALPHABET INC
-$307.0K
466
-2%
清仓
SYK
STRYKER CORPORATION
-$306.0K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$295.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$284.0K
0
-100%
增持
IWR
ISHARES TR
-$282.0K
21,056
+0%
减持
NKE
NIKE INC
-$282.0K
2,099
-43%
清仓
TFC
TRUIST FINL CORP
-$281.0K
0
-100%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$271.0K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$268.0K
0
-100%
增持
IHE
ISHARES TR
+$262.0K
2,945
+89%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$261.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$260.0K
5,945
+40%
减持
LOW
LOWES COS INC
-$256.0K
2,460
-27%
减持
NSC
NORFOLK SOUTHN CORP
-$253.0K
1,228
-34%
清仓
CAT
CATERPILLAR INC
-$253.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$251.0K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$251.0K
24,060
+48%
增持
PTIN
PACER FDS TR
+$246.0K
182,788
+12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$244.0K
404
-48%
清仓
VBK
VANGUARD INDEX FDS
-$242.0K
0
-100%
建仓
LDUR
PIMCO ETF TR
+$240.0K
2,500
清仓
COP
CONOCOPHILLIPS
-$236.0K
0
-100%
减持
V
VISA INC
-$235.0K
3,947
-13%
清仓
VFH
VANGUARD WORLD FDS
-$233.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$232.0K
11,096
-5%
减持
FLOT
ISHARES TR
-$231.0K
172,397
-1%
减持
—
EXXON MOBIL CORP
-$230.0K
5,857
-34%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$228.0K
7,229
建仓
GIS
GENERAL MLS INC
+$225.0K
2,977
清仓
LUV
SOUTHWEST AIRLS CO
-$225.0K
0
-100%
清仓
CSX
CSX CORP
-$223.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
-$223.0K
9,791
+8%
建仓
DOW
DOW INC
+$217.0K
4,200
清仓
DAL
DELTA AIR LINES INC DEL
-$217.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$216.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$214.0K
4,368
+92%
清仓
PM
PHILIP MORRIS INTL INC
-$214.0K
0
-100%
清仓
PRFZ
INVESCO EXCHANGE TRADED FD T
-$205.0K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$204.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$202.0K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$202.0K
1,507
-36%
减持
PG
PROCTER AND GAMBLE CO
-$198.0K
4,735
-18%
减持
HON
HONEYWELL INTL INC
-$194.0K
1,252
-41%
减持
ORCL
ORACLE CORP
-$191.0K
2,950
-39%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$186.0K
11,201
-9%
减持
F
FORD MTR CO DEL
-$182.0K
16,030
-25%
减持
ABT
ABBOTT LABS
-$180.0K
1,922
-42%
减持
—
BLACKROCK INC
-$179.0K
366
-30%
减持
VOT
VANGUARD INDEX FDS
-$167.0K
2,100
-13%
减持
HD
HOME DEPOT INC
-$157.0K
5,286
-2%
增持
JPM
JPMORGAN CHASE & CO
-$152.0K
10,073
+7%
减持
STOT
SSGA ACTIVE TR
-$148.0K
36,701
-6%
增持
AVGO
BROADCOM INC
-$142.0K
998
+0%
减持
SCHD
SCHWAB STRATEGIC TR
-$141.0K
5,830
-18%
增持
META
META PLATFORMS INC
-$137.0K
4,492
+16%
增持
RSPU
INVESCO EXCHANGE TRADED FD T
+$129.0K
4,055
+47%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$126.0K
2,717
-30%
增持
VNQ
VANGUARD INDEX FDS
+$119.0K
22,821
+26%
增持
AXP
AMERICAN EXPRESS CO
+$117.0K
2,293
+114%
增持
ITA
ISHARES TR
+$114.0K
5,688
+40%
增持
COST
COSTCO WHSL CORP NEW
-$113.0K
1,176
+0%
清仓
—
MATTERPORT INC
-$110.0K
0
-100%
增持
MLPB
UBS AG LONDON BRANCH
+$107.0K
114,796
+17%
减持
MA
MASTERCARD INCORPORATED
-$103.0K
863
-18%
建仓
—
CREDIT SUISSE NASSAU BRANCH
+$102.0K
20,000
增持
GDX
VANECK ETF TRUST
-$93.0K
17,683
+17%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$88.0K
14,865
-0%
增持
MPC
MARATHON PETE CORP
+$86.0K
3,540
+48%
增持
XPEV
XPENG INC
+$80.0K
19,250
+0%
减持
ABFL
TRIMTABS ETF TR
-$77.0K
7,450
-6%
增持
UPS
UNITED PARCEL SERVICE INC
+$75.0K
2,324
+43%
增持
RBLX
ROBLOX CORP
+$66.0K
15,015
+62%
建仓
—
VOLTA INC
+$64.0K
49,323
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$64.0K
3,341
-24%
增持
PFE
PFIZER INC
+$58.0K
11,852
+9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$58.0K
4,948
-19%
增持
IFRA
ISHARES TR
-$57.0K
13,985
+2%
增持
IWM
ISHARES TR
-$56.0K
8,151
+17%
增持
CVX
CHEVRON CORP NEW
-$54.0K
4,737
+4%
