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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 18
增持 73
减持 49
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
ISTB
ISHARES TR
+$11.4M
496,236
+96%
增持
DFNM
DIMENSIONAL ETF TRUST
+$10.2M
249,680
+570%
减持
SGOV
ISHARES TR
-$7.0M
12,143
-85%
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
SPY
SPDR S&P 500 ETF TR
+$6.9M
176,603
+4%
增持
DIVO
AMPLIFY ETF TR
+$5.0M
642,108
+14%
增持
IJH
ISHARES TR
+$4.7M
126,518
+7%
增持
IDEV
ISHARES TR
+$4.4M
178,725
+54%
增持
MUNI
PIMCO ETF TR
+$2.9M
166,880
+48%
减持
BSV
VANGUARD BD INDEX FDS
-$2.7M
28,860
-55%
增持
IJR
ISHARES TR
+$2.4M
218,522
+4%
建仓
EMXC
ISHARES INC
+$2.4M
49,856
增持
TOTL
SSGA ACTIVE ETF TR
+$2.4M
143,482
+71%
增持
IEMG
ISHARES INC
+$2.2M
411,674
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.9M
115,246
+34%
减持
MUB
ISHARES TR
-$1.7M
6,946
-70%
增持
GLDM
WORLD GOLD TR
+$1.6M
465,362
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.6M
51,090
-48%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.6M
19,970
-64%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
54,866
+12%
减持
TSLA
TESLA INC
-$1.5M
4,396
-42%
增持
AGG
ISHARES TR
+$1.3M
83,541
+19%
增持
DIVB
ISHARES TR
+$1.2M
117,342
+26%
清仓
QQQ
INVESCO QQQ TR
-$1.2M
0
-100%
增持
BIL
SPDR SER TR
+$1.2M
464,176
+3%
增持
MLPA
GLOBAL X FDS
+$1.1M
52,880
+100%
增持
PSEP
INNOVATOR ETFS TR
+$1.0M
129,280
+30%
增持
VO
VANGUARD INDEX FDS
+$786.0K
12,153
+35%
减持
BCI
ABRDN ETFS
-$778.0K
44,646
-35%
增持
COM
DIREXION SHS ETF TR
+$761.0K
156,809
+21%
增持
USMV
ISHARES TR
+$693.0K
55,227
+11%
清仓
STOT
SSGA ACTIVE TR
-$679.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$672.0K
113,008
+8%
建仓
GDX
VANECK ETF TRUST
+$653.0K
22,800
增持
SMMU
PIMCO ETF TR
+$628.0K
71,391
+21%
增持
SHY
ISHARES TR
+$590.0K
125,973
+6%
清仓
RSPF
INVESCO EXCHANGE TRADED FD T
-$568.0K
0
-100%
减持
IEFA
ISHARES TR
-$541.0K
213,543
-18%
减持
GBIL
GOLDMAN SACHS ETF TR
-$511.0K
30,390
-14%
增持
HYG
ISHARES TR
+$499.0K
13,033
+102%
建仓
POCT
INNOVATOR ETFS TR
+$493.0K
16,380
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$488.0K
3,080
增持
AMZN
AMAZON COM INC
-$482.0K
17,591
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$479.0K
22,777
+5%
增持
XLE
SELECT SECTOR SPDR TR
+$467.0K
27,856
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$460.0K
10,371
+1%
建仓
AMGN
AMGEN INC
+$451.0K
1,719
清仓
UPS
UNITED PARCEL SERVICE INC
-$437.0K
0
-100%
建仓
ABT
ABBOTT LABS
+$429.0K
3,905
减持
MLPB
UBS AG LONDON BRANCH
-$418.0K
73,933
-29%
增持
BOND
PIMCO ETF TR
+$387.0K
25,295
+19%
增持
JPM
JPMORGAN CHASE & CO
+$376.0K
11,181
+4%
减持
IQLT
ISHARES TR
-$369.0K
42,725
-32%
清仓
MPC
MARATHON PETE CORP
-$361.0K
0
-100%
建仓
INMU
BLACKROCK ETF TRUST II
+$349.0K
15,100
增持
PJAN
INNOVATOR ETFS TR
+$330.0K
95,061
+5%
减持
UJAN
INNOVATOR ETFS TR
-$323.0K
113,458
-10%
增持
CVX
CHEVRON CORP NEW
+$304.0K
7,642
+3%
增持
MRK
MERCK & CO INC
+$301.0K
10,923
+3%
增持
ABBV
ABBVIE INC
+$301.0K
3,446
+81%
增持
HYMB
SPDR SER TR
+$297.0K
37,942
+16%
建仓
SLB
SCHLUMBERGER LTD
+$278.0K
5,198
增持
PG
PROCTER AND GAMBLE CO
+$271.0K
5,992
+19%
建仓
PJUL
INNOVATOR ETFS TR
+$265.0K
8,790
增持
ABFL
TRIMTABS ETF TR
+$262.0K
12,575
+69%
增持
HON
HONEYWELL INTL INC
+$259.0K
2,197
+73%
建仓
NKE
NIKE INC
+$251.0K
2,149
减持
DFAR
DIMENSIONAL ETF TRUST
-$249.0K
19,230
-40%
增持
HD
HOME DEPOT INC
+$248.0K
5,621
+2%
建仓
ITOT
ISHARES TR
+$244.0K
2,877
建仓
ORCL
ORACLE CORP
+$241.0K
2,950
增持
HEFA
ISHARES TR
-$237.0K
82,442
+0%
清仓
PYPL
PAYPAL HLDGS INC
-$231.0K
0
-100%
清仓
MINO
PIMCO ETF TR
-$229.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$228.0K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$210.0K
1,489
建仓
VFH
VANGUARD WORLD FDS
+$207.0K
2,500
增持
IEI
ISHARES TR
+$205.0K
66,644
+2%
建仓
NUE
NUCOR CORP
+$204.0K
1,551
清仓
GBDC
GOLUB CAP BDC INC
-$204.0K
0
-100%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$203.0K
9,898
建仓
KO
COCA COLA CO
+$201.0K
3,167
减持
MLPX
GLOBAL X FDS
-$199.0K
7,330
-45%
减持
RBLX
ROBLOX CORP
-$196.0K
12,015
-20%
增持
NVDA
NVIDIA CORPORATION
+$194.0K
6,428
+5%
增持
—
EXXON MOBIL CORP
+$191.0K
6,729
+7%
增持
AAPL
APPLE INC
-$186.0K
39,827
+3%
增持
DVN
DEVON ENERGY CORP NEW
+$179.0K
7,641
+58%
增持
V
VISA INC
+$176.0K
4,418
+6%
增持
PTLC
PACER FDS TR
+$168.0K
288,252
+2%
减持
VNQ
VANGUARD INDEX FDS
-$156.0K
19,634
-11%
增持
MSFT
MICROSOFT CORP
+$154.0K
17,797
+1%
增持
DE
DEERE & CO
+$152.0K
988
+21%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$151.0K
47,058
+11%
增持
ITA
ISHARES TR
+$148.0K
6,248
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$142.0K
2,734
+0%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
+$140.0K
14,938
-4%
增持
AVGO
BROADCOM INC
+$136.0K
1,095
+2%
增持
GIS
GENERAL MLS INC
+$125.0K
5,312
+27%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$121.0K
2,311
+6%
减持
SCHD
SCHWAB STRATEGIC TR
-$120.0K
2,830
-44%
减持
VTI
VANGUARD INDEX FDS
-$119.0K
1,258
-37%
减持
GOOG
ALPHABET INC
-$119.0K
9,395
-5%
减持
CSCO
CISCO SYS INC
-$115.0K
11,383
-31%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$107.0K
20,305
+23%
减持
SPYD
SPDR SER TR
+$104.0K
26,000
-0%
增持
GOOGL
ALPHABET INC
-$102.0K
22,491
+3%
增持
MCD
MCDONALDS CORP
+$99.0K
2,494
+3%
减持
JNJ
JOHNSON & JOHNSON
+$99.0K
8,131
-1%
增持
MA
MASTERCARD INCORPORATED
+$98.0K
1,095
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$97.0K
828
+5%
减持
IWF
ISHARES TR
-$97.0K
2,653
-16%
增持
IFRA
ISHARES TR
+$93.0K
15,830
+6%
减持
PTIN
PACER FDS TR
-$92.0K
13,747
-21%
减持
PFE
PFIZER INC
+$91.0K
12,337
-0%
减持
IWR
ISHARES TR
+$89.0K
20,581
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$87.0K
3,225
+22%
减持
META
META PLATFORMS INC
-$87.0K
4,500
-3%
增持
IVV
ISHARES TR
+$87.0K
1,567
+9%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$85.0K
4,864
-2%
增持
IHE
ISHARES TR
+$68.0K
3,177
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$68.0K
19,504
+2%
减持
UNH
UNITEDHEALTH GROUP INC
+$64.0K
2,600
-0%
减持
FLOT
ISHARES TR
-$63.0K
170,921
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$61.0K
15,103
-0%
清仓
—
VOLTA INC
-$60.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$60.0K
881
+9%
增持
VB
VANGUARD INDEX FDS
+$58.0K
2,085
+10%
增持
PTMC
PACER FDS TR
+$56.0K
140,017
+4%
减持
COP
CONOCOPHILLIPS
-$54.0K
1,987
-29%
减持
EFA
ISHARES TR
+$54.0K
6,970
-3%
增持
PEP
PEPSICO INC
+$50.0K
1,645
+9%
增持
SCHC
SCHWAB STRATEGIC TR
+$43.0K
8,320
+6%
减持
SUB
ISHARES TR
+$43.0K
186,237
-1%
减持
QUAL
ISHARES TR
-$42.0K
3,630
-17%
减持
COST
COSTCO WHSL CORP NEW
-$39.0K
1,131
-4%
减持
LOW
LOWES COS INC
-$38.0K
2,107
-14%
减持
XLK
SELECT SECTOR SPDR TR
-$38.0K
3,425
-12%
减持
BAC
BANK AMERICA CORP
-$38.0K
19,284
-14%
建仓
—
AEVA TECHNOLOGIES INC
+$34.0K
25,000
增持
VGT
VANGUARD WORLD FDS
+$28.0K
2,298
+0%
减持
GLD
SPDR GOLD TR
-$27.0K
9,921
-10%
减持
IWM
ISHARES TR
+$27.0K
6,454
-3%
减持
FRBKQ
REPUBLIC FIRST BANCORP INC
-$25.0K
15,000
-25%
减持
IWD
ISHARES TR
+$25.0K
2,019
-2%
减持
USRT
ISHARES TR
+$16.0K
8,332
-0%
减持
IAU
ISHARES GOLD TR
+$16.0K
9,693
-4%
减持
MS
MORGAN STANLEY
-$15.0K
2,383
-14%
增持
—
MATTERPORT INC
-$14.0K
50,501
+23%
减持
—
PLX PHARMA INC
-$14.0K
17,300
-33%
减持
WMT
WALMART INC
+$8.0K
3,299
-7%
