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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 18
增持 72
减持 39
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$42.7M
927,765
+100%
增持
AAPL
APPLE INC
+$9.0M
85,955
+116%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$8.6M
229,641
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
FLOT
ISHARES TR
-$8.6M
0
-100%
增持
DFNM
DIMENSIONAL ETF TRUST
+$6.3M
377,825
+51%
增持
IEI
ISHARES TR
+$5.9M
114,936
+72%
建仓
IJAN
INNOVATOR ETFS TR
+$5.0M
174,366
建仓
EJAN
INNOVATOR ETFS TR
+$4.8M
170,761
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$4.7M
130,517
增持
SHY
ISHARES TR
+$4.5M
178,702
+42%
增持
MUNI
PIMCO ETF TR
+$4.5M
249,300
+49%
清仓
DIVB
ISHARES TR
-$4.4M
0
-100%
增持
ISTB
ISHARES TR
+$4.3M
579,561
+17%
增持
—
LABORATORY CORP AMER HLDGS
+$4.2M
42,345
+82%
增持
PJAN
INNOVATOR ETFS TR
+$4.2M
215,357
+127%
增持
PTIN
PACER FDS TR
+$4.1M
170,033
+1137%
增持
IEMG
ISHARES INC
+$4.1M
477,187
+16%
增持
IEFA
ISHARES TR
+$4.0M
256,603
+20%
清仓
USMV
ISHARES TR
-$4.0M
0
-100%
增持
PSEP
INNOVATOR ETFS TR
+$3.9M
249,845
+93%
建仓
UAUG
INNOVATOR ETFS TR
+$3.4M
126,634
清仓
UJAN
INNOVATOR ETFS TR
-$3.4M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$3.1M
172,632
-2%
清仓
XLV
SELECT SECTOR SPDR TR
-$3.1M
0
-100%
增持
AGG
ISHARES TR
+$2.8M
109,183
+31%
增持
IJH
ISHARES TR
+$2.7M
133,176
+5%
增持
TOTL
SSGA ACTIVE ETF TR
+$2.4M
199,224
+39%
增持
IDEV
ISHARES TR
+$2.4M
205,302
+15%
清仓
HEFA
ISHARES TR
-$2.2M
0
-100%
减持
PTLC
PACER FDS TR
-$2.2M
225,881
-22%
增持
GLDM
WORLD GOLD TR
+$2.1M
484,434
+4%
减持
SUB
ISHARES TR
-$2.0M
166,660
-11%
减持
BOND
PIMCO ETF TR
-$1.8M
5,234
-79%
清仓
VNQ
VANGUARD INDEX FDS
-$1.6M
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$1.6M
693,507
+8%
减持
SMMU
PIMCO ETF TR
-$1.5M
39,575
-45%
清仓
SGOV
ISHARES TR
-$1.2M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.2M
18,876
+6%
增持
TSLA
TESLA INC
+$1.1M
8,063
+83%
建仓
TFC
TRUIST FINL CORP
+$1.0M
29,772
增持
COM
DIREXION SHS ETF TR
+$996.9K
182,912
+17%
减持
BSV
VANGUARD BD INDEX FDS
-$993.5K
15,420
-47%
增持
NVDA
NVIDIA CORPORATION
+$942.4K
6,773
+5%
增持
META
META PLATFORMS INC
+$814.2K
6,399
+42%
增持
V
VISA INC
+$752.2K
7,408
+68%
清仓
MUB
ISHARES TR
-$733.0K
0
-100%
增持
PTMC
PACER FDS TR
+$720.0K
160,316
+14%
清仓
IHE
ISHARES TR
-$591.0K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$577.1K
6,655
-67%
减持
VO
VANGUARD INDEX FDS
-$567.5K
9,053
-26%
增持
IJR
ISHARES TR
+$521.5K
219,260
+0%
清仓
PRFZ
INVESCO EXCHANGE TRADED FD T
-$488.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$470.5K
18,854
+7%
清仓
DVN
DEVON ENERGY CORP NEW
-$470.0K
0
-100%
清仓
AMGN
AMGEN INC
-$451.0K
0
-100%
增持
MLPA
GLOBAL X FDS
+$446.2K
63,203
+20%
增持
EMXC
ISHARES INC
+$442.4K
56,952
+14%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$440.0K
123,077
+7%
建仓
UPS
UNITED PARCEL SERVICE INC
+$431.8K
2,226
建仓
MXI
ISHARES TR
+$410.3K
4,903
清仓
DFAR
DIMENSIONAL ETF TRUST
-$407.0K
0
-100%
减持
BCI
ABRDN ETFS
-$383.1K
28,978
-35%
建仓
MPC
MARATHON PETE CORP
+$382.8K
2,839
减持
MLPB
UBS AG LONDON BRANCH
-$335.5K
55,135
-25%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$325.2K
1,057
+105%
建仓
PYPL
PAYPAL HLDGS INC
+$318.3K
4,191
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$291.9K
300
减持
GOOGL
ALPHABET INC
+$291.4K
21,936
-2%
减持
POCT
INNOVATOR ETFS TR
-$269.5K
7,065
-57%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$256.4K
6,592
清仓
DHR
DANAHER CORPORATION
-$238.0K
0
-100%
增持
KO
COCA COLA CO
+$235.4K
7,036
+122%
清仓
COP
CONOCOPHILLIPS
-$234.0K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$233.0K
0
-100%
建仓
DIS
DISNEY WALT CO
+$226.4K
2,261
增持
LOW
LOWES COS INC
+$219.9K
3,200
+52%
建仓
SYK
STRYKER CORPORATION
+$219.8K
770
建仓
SBUX
STARBUCKS CORP
+$217.7K
2,090
清仓
SCHD
SCHWAB STRATEGIC TR
-$214.0K
0
-100%
建仓
DOW
DOW INC
+$212.5K
3,877
减持
HON
HONEYWELL INTL INC
-$210.7K
1,362
-38%
减持
ABT
ABBOTT LABS
-$210.6K
2,157
-45%
增持
DUK
DUKE ENERGY CORP NEW
+$210.3K
5,621
+74%
清仓
VFH
VANGUARD WORLD FDS
-$207.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$203.0K
0
-100%
增持
GOOG
ALPHABET INC
+$201.3K
9,955
+6%
建仓
IJJ
ISHARES TR
+$200.4K
1,950
减持
MRK
MERCK & CO INC
-$197.6K
9,525
-13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$194.7K
54,935
+0%
增持
DE
DEERE & CO
+$189.5K
1,486
+50%
增持
HYMB
SPDR SER TR
+$165.3K
80,804
+113%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$164.1K
45,220
-11%
减持
HD
HOME DEPOT INC
-$163.3K
5,461
-3%
增持
NUE
NUCOR CORP
+$161.0K
2,363
+52%
增持
VGT
VANGUARD WORLD FDS
+$159.0K
2,317
+1%
减持
PFE
PFIZER INC
-$157.3K
11,636
-6%
增持
CSCO
CISCO SYS INC
+$157.2K
13,376
+18%
增持
HYG
ISHARES TR
+$154.8K
14,756
+13%
增持
ITA
ISHARES TR
+$148.9K
7,368
+18%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$128.8K
14,008
-6%
增持
COST
COSTCO WHSL CORP NEW
+$127.0K
1,294
+14%
减持
BAC
BANK AMERICA CORP
-$125.1K
17,968
-7%
增持
JNJ
JOHNSON & JOHNSON
-$115.2K
8,521
+5%
增持
XLE
SELECT SECTOR SPDR TR
-$114.0K
28,046
+1%
减持
ABFL
TRIMTABS ETF TR
-$107.1K
9,775
-22%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$99.9K
44,797
-5%
增持
GDX
VANECK ETF TRUST
+$98.8K
23,240
+2%
增持
SLDP
SOLID POWER INC
+$97.5K
45,000
+200%
增持
AVGO
BROADCOM INC
+$95.0K
1,102
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$88.8K
2,728
+5%
增持
CVX
CHEVRON CORP NEW
-$88.3K
7,868
+3%
增持
NSC
NORFOLK SOUTHN CORP
-$86.9K
2,958
+2%
增持
TXN
TEXAS INSTRS INC
+$83.0K
1,785
+18%
减持
GLD
SPDR GOLD TR
+$80.7K
9,626
-3%
减持
XLK
SELECT SECTOR SPDR TR
+$78.4K
3,340
-2%
增持
GBIL
GOLDMAN SACHS ETF TR
+$73.9K
30,996
+2%
增持
WMT
WALMART INC
+$72.1K
3,656
+11%
增持
—
MATTERPORT INC
+$65.1K
75,501
+50%
增持
ORCL
ORACLE CORP
+$64.7K
3,290
+12%
减持
IQLT
ISHARES TR
-$62.2K
37,444
-12%
减持
PJUL
INNOVATOR ETFS TR
-$55.4K
6,625
-25%
减持
IWF
ISHARES TR
+$53.1K
2,542
-4%
增持
INMU
BLACKROCK ETF TRUST II
+$49.8K
16,900
+12%
增持
SLB
SCHLUMBERGER LTD
+$49.4K
6,668
+28%
减持
SCHX
SCHWAB STRATEGIC TR
-$49.0K
104,466
-8%
增持
IFRA
ISHARES TR
+$47.8K
16,660
+5%
减持
IWR
ISHARES TR
+$44.8K
20,492
-0%
增持
SPG
SIMON PPTY GROUP INC NEW
-$44.0K
10,101
+1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$43.9K
16,925
-17%
减持
VOO
VANGUARD INDEX FDS
-$40.6K
1,187
-14%
增持
—
EXXON MOBIL CORP
+$39.1K
7,123
+6%
减持
EFA
ISHARES TR
+$39.1K
6,950
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$38.8K
4,022
+20%
减持
PG
PROCTER AND GAMBLE CO
-$37.9K
5,852
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$37.2K
15,035
-0%
增持
ABBV
ABBVIE INC
+$34.4K
3,711
+8%
增持
NKE
NIKE INC
+$34.3K
2,326
+8%
减持
MCD
MCDONALDS CORP
+$33.6K
2,470
-1%
清仓
FRBKQ
REPUBLIC FIRST BANCORP INC
-$32.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$28.9K
10,283
-1%
增持
GS
GOLDMAN SACHS GROUP INC
-$28.7K
2,783
+2%
增持
IAU
ISHARES GOLD TR
+$28.4K
9,725
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$26.7K
1,806
+21%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$24.9K
5,268
+8%
增持
ITOT
ISHARES TR
+$24.5K
2,965
+3%
增持
JPM
JPMORGAN CHASE & CO
-$22.2K
11,341
+1%
减持
VOT
VANGUARD INDEX FDS
+$21.9K
1,775
-1%
减持
VTI
VANGUARD INDEX FDS
-$20.6K
1,080
-14%
减持
LLY
LILLY ELI & CO
-$20.1K
879
-0%
建仓
—
PROTERRA INC
+$18.6K
12,206
