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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 29
增持 61
减持 40
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$37.7M
450,951
+1043%
建仓
IEI
ISHARES TR
+$7.5M
65,207
增持
SPY
SPDR S&P 500 ETF TR
+$7.4M
169,883
+20%
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
PALC
PACER FDS TR
-$7.1M
0
-100%
建仓
AGG
ISHARES TR
+$6.8M
70,150
增持
SUB
ISHARES TR
+$6.2M
188,737
+50%
增持
GLDM
WORLD GOLD TR
+$4.9M
460,679
+60%
清仓
MINT
PIMCO ETF TR
-$4.8M
0
-100%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$4.5M
16,530
-94%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.4M
85,794
增持
ISTB
ISHARES TR
+$4.3M
253,642
+63%
增持
DIVO
AMPLIFY ETF TR
+$4.2M
562,868
+37%
清仓
POCT
INNOVATOR ETFS TR
-$4.2M
0
-100%
减持
PTIN
PACER FDS TR
-$4.0M
17,391
-90%
减持
IEMG
ISHARES INC
-$3.9M
395,681
-7%
减持
UJAN
INNOVATOR ETFS TR
-$3.9M
126,556
-51%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$3.5M
35,466
减持
IDEV
ISHARES TR
-$3.4M
116,154
-31%
减持
SMMU
PIMCO ETF TR
-$3.1M
59,176
-51%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.0M
55,865
-52%
增持
MUNI
PIMCO ETF TR
+$2.8M
112,855
+102%
建仓
PSEP
INNOVATOR ETFS TR
+$2.8M
99,679
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.6M
98,480
+309%
建仓
HEFA
ISHARES TR
+$2.5M
82,415
减持
MINO
PIMCO ETF TR
-$2.2M
5,385
-90%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.8M
104,593
+80%
清仓
SLV
ISHARES SILVER TR
-$1.8M
0
-100%
增持
IJH
ISHARES TR
+$1.8M
118,234
+11%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.8M
42,477
建仓
DFNM
DIMENSIONAL ETF TRUST
+$1.7M
37,275
减持
PJAN
INNOVATOR ETFS TR
-$1.6M
90,548
-36%
增持
COM
DIREXION SHS ETF TR
+$1.3M
129,225
+56%
建仓
QQQ
INVESCO QQQ TR
+$1.2M
4,388
增持
IJR
ISHARES TR
+$1.1M
209,391
+13%
增持
SHY
ISHARES TR
+$1.0M
118,643
+14%
建仓
MLPA
GLOBAL X FDS
+$1.0M
26,445
减持
STOT
SSGA ACTIVE TR
-$1.0M
14,753
-60%
清仓
IWB
ISHARES TR
-$945.0K
0
-100%
建仓
SPYD
SPDR SER TR
+$925.0K
26,075
建仓
SPG
SIMON PPTY GROUP INC NEW
+$897.0K
9,998
增持
HYMB
SPDR SER TR
+$858.0K
32,570
+138%
减持
PTMC
PACER FDS TR
-$791.0K
134,144
-9%
建仓
SCHA
SCHWAB STRATEGIC TR
+$722.0K
19,101
减持
—
LABORATORY CORP AMER HLDGS
-$687.0K
23,242
-0%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$656.0K
31,915
增持
DIVB
ISHARES TR
+$644.0K
93,437
+35%
减持
IVV
ISHARES TR
-$629.0K
1,437
-52%
增持
XLE
SELECT SECTOR SPDR TR
+$621.0K
27,358
+45%
减持
IQLT
ISHARES TR
-$587.0K
63,112
-17%
减持
BCI
ABRDN ETFS
-$580.0K
68,268
-21%
减持
TOTL
SSGA ACTIVE ETF TR
-$560.0K
84,137
-10%
建仓
RSPH
INVESCO EXCHANGE TRADED FD T
+$546.0K
2,172
清仓
GDX
VANECK ETF TRUST
-$484.0K
0
-100%
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$463.0K
0
-100%
建仓
HYG
ISHARES TR
+$461.0K
6,460
建仓
WMT
WALMART INC
+$459.0K
3,537
减持
PTLC
PACER FDS TR
-$446.0K
282,498
-4%
增持
TSLA
TESLA INC
+$443.0K
7,595
+226%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$441.0K
13,400
建仓
SCHF
SCHWAB STRATEGIC TR
+$425.0K
15,125
增持
BOND
PIMCO ETF TR
+$421.0K
21,195
+36%
增持
MUB
ISHARES TR
+$403.0K
23,525
+25%
建仓
USRT
ISHARES TR
+$396.0K
8,347
增持
SGOV
ISHARES TR
+$384.0K
81,979
+5%
增持
CVX
CHEVRON CORP NEW
+$382.0K
7,438
+57%
增持
NSC
NORFOLK SOUTHN CORP
+$329.0K
2,898
+136%
清仓
AXP
AMERICAN EXPRESS CO
-$318.0K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$304.0K
22,146
-3%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$300.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$291.0K
4,844
建仓
COP
CONOCOPHILLIPS
+$288.0K
2,812
减持
IWM
ISHARES TR
-$282.0K
6,658
-18%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$251.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$248.0K
17,335
+8%
建仓
DHR
DANAHER CORPORATION
+$246.0K
951
清仓
LDUR
PIMCO ETF TR
-$240.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$238.0K
8,996
-8%
建仓
PYPL
PAYPAL HLDGS INC
+$231.0K
2,679
增持
GOOGL
ALPHABET INC
-$229.0K
21,802
+1953%
建仓
QCOM
QUALCOMM INC
+$228.0K
2,016
减持
ABBV
ABBVIE INC
-$227.0K
1,907
-39%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$226.0K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$224.0K
2,636
-40%
清仓
ALLY
ALLY FINL INC
-$223.0K
0
-100%
建仓
SCHC
SCHWAB STRATEGIC TR
+$219.0K
7,885
建仓
MS
MORGAN STANLEY
+$218.0K
2,762
清仓
DOW
DOW INC
-$217.0K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$215.0K
0
-100%
清仓
NKE
NIKE INC
-$215.0K
0
-100%
减持
QUAL
ISHARES TR
-$209.0K
4,389
-26%
清仓
ABT
ABBOTT LABS
-$209.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$206.0K
0
-100%
建仓
GBDC
GOLUB CAP BDC INC
+$204.0K
16,500
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$194.0K
49,058
+9%
增持
AAPL
APPLE INC
+$182.0K
38,792
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$165.0K
64,585
-1%
减持
GLD
SPDR GOLD TR
-$159.0K
11,056
-0%
减持
IWF
ISHARES TR
-$157.0K
3,163
-16%
增持
NVDA
NVIDIA CORPORATION
-$156.0K
6,138
+3%
建仓
—
MATTERPORT INC
+$155.0K
41,001
增持
USMV
ISHARES TR
+$147.0K
49,752
+11%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$145.0K
4,964
+83%
减持
XLK
SELECT SECTOR SPDR TR
-$112.0K
3,910
-14%
减持
—
PLX PHARMA INC
-$109.0K
26,000
-50%
增持
UNH
UNITEDHEALTH GROUP INC
+$105.0K
2,602
+11%
清仓
—
CREDIT SUISSE NASSAU BRANCH
-$102.0K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$98.0K
21,596
+10%
增持
META
META PLATFORMS INC
-$95.0K
4,633
+3%
增持
GIS
GENERAL MLS INC
+$95.0K
4,173
+40%
增持
MSFT
MICROSOFT CORP
-$85.0K
17,664
+8%
减持
SCHD
SCHWAB STRATEGIC TR
-$84.0K
5,030
-14%
增持
BAC
BK OF AMERICA CORP
+$81.0K
22,418
+17%
增持
PFE
PFIZER INC
-$81.0K
12,372
+4%
增持
HD
HOME DEPOT INC
+$77.0K
5,533
+5%
增持
—
LUCID GROUP INC
-$73.0K
23,081
+0%
减持
MLPX
GLOBAL X FDS
-$73.0K
13,290
-11%
减持
IAU
ISHARES GOLD TR
-$72.0K
10,114
-11%
增持
MPC
MARATHON PETE CORP
+$70.0K
3,634
+3%
增持
MRK
MERCK & CO INC
+$68.0K
10,564
+14%
增持
GOOG
ALPHABET INC
-$67.0K
9,913
+2027%
减持
MLPB
UBS AG LONDON BRANCH
-$65.0K
104,057
-9%
减持
IWR
ISHARES TR
-$62.0K
20,906
-1%
减持
VOT
VANGUARD INDEX FDS
-$61.0K
1,800
-14%
减持
FLOT
ISHARES TR
+$59.0K
172,377
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$57.0K
545
+35%
增持
LMT
LOCKHEED MARTIN CORP
+$54.0K
792
+35%
增持
DE
DEERE & CO
+$49.0K
816
+10%
增持
—
EXXON MOBIL CORP
+$49.0K
6,314
+8%
增持
PG
PROCTER AND GAMBLE CO
-$44.0K
5,048
+7%
增持
IHE
ISHARES TR
-$41.0K
3,082
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$41.0K
10,275
+1%
增持
PEP
PEPSICO INC
+$36.0K
1,510
+19%
增持
V
VISA INC
-$35.0K
4,176
+6%
清仓
—
HYZON MOTORS INC
-$34.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$33.0K
8,183
+6%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$32.0K
15,513
+4%
减持
LOW
LOWES COS INC
+$28.0K
2,437
-1%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$28.0K
11,096
-1%
减持
CAH
CARDINAL HEALTH INC
+$25.0K
3,525
-12%
减持
FRBKQ
REPUBLIC FIRST BANCORP INC
-$24.0K
20,000
-6%
增持
LLY
LILLY ELI & CO
+$21.0K
810
+9%
增持
MCD
MCDONALDS CORP
-$20.0K
2,417
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$17.0K
3,381
+1%
增持
IWD
ISHARES TR
+$14.0K
2,067
+12%
增持
ITA
ISHARES TR
-$13.0K
6,043
+6%
增持
UPS
UNITED PARCEL SERVICE INC
+$13.0K
2,707
+16%
增持
MA
MASTERCARD INCORPORATED
+$11.0K
996
+15%
增持
JPM
JPMORGAN CHASE & CO
-$10.0K
10,761
+7%
增持
IEFA
ISHARES TR
+$9.0K
260,187
+12%
减持
COST
COSTCO WHSL CORP NEW
-$9.0K
1,175
-0%
