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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 24
增持 65
减持 52
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
PDEC
INNOVATOR ETFS TR
+$13.0M
391,523
增持
DFNM
DIMENSIONAL ETF TRUST
+$10.0M
592,400
+57%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$8.2M
211,216
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
RSP
INVESCO EXCHANGE TRADED FD T
-$7.9M
0
-100%
清仓
PJAN
INNOVATOR ETFS TR
-$7.2M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$6.6M
174,327
+1%
减持
SUB
ISHARES TR
-$6.3M
106,770
-36%
增持
AAPL
APPLE INC
+$5.9M
103,365
+20%
建仓
IFLN
INVESCO EXCH TRADED FD TR II
+$5.4M
306,491
清仓
FJUL
FIRST TR EXCHNG TRADED FD VI
-$4.7M
0
-100%
建仓
KJAN
INNOVATOR ETFS TR
+$4.1M
127,451
建仓
COWZ
PACER FDS TR
+$3.2M
66,494
增持
GBIL
GOLDMAN SACHS ETF TR
+$3.1M
62,459
+102%
增持
DIVO
AMPLIFY ETF TR
+$3.1M
770,111
+11%
增持
MUNI
PIMCO ETF TR
+$2.7M
303,265
+22%
增持
AGG
ISHARES TR
+$2.7M
138,185
+27%
增持
IJH
ISHARES TR
+$2.2M
135,646
+2%
增持
IEMG
ISHARES INC
+$2.1M
515,790
+8%
增持
ISTB
ISHARES TR
+$1.8M
625,286
+8%
减持
IJAN
INNOVATOR ETFS TR
-$1.6M
114,021
-35%
减持
BIL
SPDR SER TR
-$1.6M
910,477
-2%
增持
IDEV
ISHARES TR
+$1.6M
228,600
+11%
减持
EJAN
INNOVATOR ETFS TR
-$1.5M
116,437
-32%
建仓
SLV
ISHARES SILVER TR
+$1.5M
70,286
减持
XLE
SELECT SECTOR SPDR TR
-$1.5M
10,685
-62%
建仓
QQQE
DIREXION SHS ETF TR
+$1.4M
18,651
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$1.3M
246,710
+7%
增持
MSFT
MICROSOFT CORP
+$1.2M
19,596
+4%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.2M
231,420
+16%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
6,908
+2%
增持
PTLC
PACER FDS TR
+$847.6K
228,738
+1%
增持
IEI
ISHARES TR
+$842.1K
124,625
+8%
建仓
IWY
ISHARES TR
+$840.4K
5,300
增持
EMXC
ISHARES INC
+$703.3K
67,578
+19%
增持
GLDM
WORLD GOLD TR
+$698.1K
515,733
+6%
减持
SMMU
PIMCO ETF TR
-$669.4K
26,260
-34%
增持
PTIN
PACER FDS TR
+$639.5K
186,094
+9%
减持
IJR
ISHARES TR
+$616.4K
218,955
-0%
建仓
IWX
ISHARES TR
+$613.7K
9,100
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$603.6K
132,363
+8%
增持
COM
DIREXION SHS ETF TR
+$587.3K
210,574
+15%
增持
PTMC
PACER FDS TR
+$566.9K
171,734
+7%
增持
AMZN
AMAZON COM INC
+$551.2K
19,167
+2%
增持
SHY
ISHARES TR
+$480.1K
187,004
+5%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$478.1K
600
+100%
减持
META
META PLATFORMS INC
+$451.8K
6,300
-2%
减持
TSLA
TESLA INC
+$430.8K
8,036
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$429.2K
50,633
+13%
建仓
JVAL
J P MORGAN EXCHANGE TRADED F
+$428.2K
12,000
增持
IEFA
ISHARES TR
+$426.1K
260,445
+1%
清仓
MXI
ISHARES TR
-$410.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$391.4K
22,279
+2%
增持
MLPA
GLOBAL X FDS
+$381.9K
70,141
+11%
建仓
SPYV
SPDR SER TR
+$371.1K
8,590
清仓
NUE
NUCOR CORP
-$365.0K
0
-100%
增持
ORCL
ORACLE CORP
+$357.3K
5,567
+69%
减持
SCHX
SCHWAB STRATEGIC TR
+$349.8K
103,166
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$346.8K
10,328
+0%
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$334.4K
7,100
增持
DUK
DUKE ENERGY CORP NEW
+$331.3K
9,734
+73%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$331.1K
533
-50%
减持
PSEP
INNOVATOR ETFS TR
+$319.3K
244,100
-2%
增持
SBUX
STARBUCKS CORP
+$315.9K
5,386
+158%
建仓
NYF
ISHARES TR
+$303.6K
5,700
增持
WMT
WALMART INC
+$301.1K
5,345
+46%
增持
LLY
LILLY ELI & CO
+$298.9K
1,281
+46%
建仓
PKST
PEAKSTONE REALTY TRUST
+$295.7K
10,590
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$287.8K
6,500
增持
UAUG
INNOVATOR ETFS TR
+$280.3K
128,549
+2%
建仓
DAL
DELTA AIR LINES INC DEL
+$253.2K
5,325
减持
HYMB
SPDR SER TR
-$250.1K
70,899
-12%
减持
PFE
PFIZER INC
-$245.9K
6,238
-46%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$242.5K
496
建仓
CVS
CVS HEALTH CORP
+$235.9K
3,413
减持
AVGO
BROADCOM INC
+$229.8K
1,080
-2%
建仓
WFC
WELLS FARGO CO NEW
+$227.0K
5,320
清仓
DIS
DISNEY WALT CO
-$226.4K
0
-100%
增持
HON
HONEYWELL INTL INC
+$225.5K
2,341
+72%
建仓
NFLX
NETFLIX INC
+$223.3K
507
增持
MRK
MERCK & CO INC
+$223.2K
10,716
+13%
建仓
AMAT
APPLIED MATLS INC
+$221.3K
1,531
清仓
ABT
ABBOTT LABS
-$218.4K
0
-100%
清仓
DOW
DOW INC
-$212.5K
0
-100%
建仓
SHOP
SHOPIFY INC
+$211.9K
3,280
建仓
AMD
ADVANCED MICRO DEVICES INC
+$210.2K
1,845
建仓
GSLC
GOLDMAN SACHS ETF TR
+$209.5K
2,400
减持
HYG
ISHARES TR
-$198.6K
12,205
-17%
增持
GOOG
ALPHABET INC
+$188.8K
10,119
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$182.8K
1,277
+49%
增持
IFRA
ISHARES TR
+$170.8K
20,280
+22%
增持
KO
COCA COLA CO
+$157.0K
9,854
+40%
增持
VGT
VANGUARD WORLD FDS
+$151.7K
2,363
+2%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$148.1K
2,696
+20%
减持
JPM
JPMORGAN CHASE & CO
+$140.6K
11,128
-2%
增持
BCI
ABRDN ETFS
+$135.3K
36,564
+26%
减持
GIS
GENERAL MLS INC
-$129.3K
4,205
-20%
增持
INMU
BLACKROCK ETF TRUST II
+$129.2K
22,500
+33%
增持
VO
VANGUARD INDEX FDS
+$127.0K
9,250
+2%
减持
PYPL
PAYPAL HLDGS INC
-$107.9K
3,152
-25%
增持
V
VISA INC
+$104.5K
7,473
+1%
增持
VTI
VANGUARD INDEX FDS
+$97.4K
1,443
+34%
减持
ABBV
ABBVIE INC
-$94.5K
3,688
-1%
减持
BOND
PIMCO ETF TR
-$88.2K
4,337
-17%
减持
VOT
VANGUARD INDEX FDS
-$83.6K
1,275
-28%
减持
JNJ
JOHNSON & JOHNSON
+$74.6K
8,430
-1%
增持
GDX
VANECK ETF TRUST
+$71.4K
27,340
+18%
增持
MLPB
UBS AG LONDON BRANCH
+$69.1K
56,405
+2%
减持
BAC
BANK AMERICA CORP
-$68.9K
15,511
-14%
减持
LOW
LOWES COS INC
+$65.0K
3,123
-2%
减持
GLD
SPDR GOLD TR
-$64.6K
9,531
-1%
增持
ITOT
ISHARES TR
+$61.6K
3,374
+14%
减持
IWM
ISHARES TR
-$61.1K
5,747
-10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$58.9K
46,357
+3%
减持
XLK
SELECT SECTOR SPDR TR
+$56.3K
3,225
-3%
增持
RBLX
ROBLOX CORP
-$55.4K
12,035
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$51.6K
16,290
+6%
减持
COST
COSTCO WHSL CORP NEW
+$49.9K
1,287
-1%
增持
MPC
MARATHON PETE CORP
-$49.7K
2,857
+1%
增持
VB
VANGUARD INDEX FDS
+$48.3K
2,230
+7%
增持
XPEV
XPENG INC
+$47.9K
19,506
+1%
增持
IAU
ISHARES GOLD TR
+$46.0K
11,250
+16%
增持
F
FORD MTR CO DEL
+$45.1K
16,537
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$41.6K
2,641
+19%
减持
NKE
NIKE INC
-$40.9K
2,214
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$38.4K
3,759
-7%
减持
IWR
ISHARES TR
+$37.8K
20,137
-2%
减持
SLB
SCHLUMBERGER LTD
-$34.9K
5,955
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$33.2K
1,521
-16%
减持
SPG
SIMON PPTY GROUP INC NEW
+$33.1K
10,081
-0%
减持
TXN
TEXAS INSTRS INC
-$32.8K
1,662
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$31.7K
6,042
-8%
减持
NSC
NORFOLK SOUTHN CORP
+$31.2K
2,903
-2%
减持
IWF
ISHARES TR
+$31.1K
2,370
-7%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$30.9K
6,090
-8%
减持
—
EXXON MOBIL CORP
-$30.1K
7,002
-2%
减持
ABFL
TRIMTABS ETF TR
+$29.9K
9,675
-1%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$29.0K
13,562
-3%
减持
CSCO
CISCO SYS INC
-$23.9K
13,053
-2%
增持
SYK
STRYKER CORPORATION
+$23.6K
798
+4%
减持
POCT
INNOVATOR ETFS TR
-$22.6K
6,000
-15%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$21.2K
5,050
-4%
减持
MCD
MCDONALDS CORP
+$21.1K
2,385
-3%
减持
HD
HOME DEPOT INC
+$19.5K
5,251
-4%
减持
UNH
UNITEDHEALTH GROUP INC
+$19.1K
2,722
-0%
清仓
—
PROTERRA INC
-$18.6K
0
-100%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$16.0K
16,875
-0%
减持
PJUL
INNOVATOR ETFS TR
+$13.7K
6,525
-2%
增持
MLPX
GLOBAL X FDS
+$12.8K
7,255
+0%
减持
IWD
ISHARES TR
-$12.6K
1,844
-8%
增持
TFC
TRUIST FINL CORP
+$12.0K
33,846
+14%
