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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 13
增持 70
减持 54
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
TOTL
SSGA ACTIVE ETF TR
-$8.1M
33,776
-85%
增持
KJAN
INNOVATOR ETFS TR
+$3.8M
257,758
+102%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$3.6M
315,632
+49%
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
IJAN
INNOVATOR ETFS TR
-$3.3M
0
-100%
增持
AGG
ISHARES TR
+$2.7M
172,248
+25%
增持
IEI
ISHARES TR
+$2.6M
149,570
+20%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.3M
94,205
-29%
增持
DFNM
DIMENSIONAL ETF TRUST
+$2.2M
653,843
+10%
增持
AAPL
APPLE INC
-$2.2M
104,483
+1%
增持
PJUL
INNOVATOR ETFS TR
+$2.0M
66,430
+918%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$1.9M
50,445
+610%
增持
MUNI
PIMCO ETF TR
+$1.9M
351,355
+16%
建仓
EWJ
ISHARES INC
+$1.5M
24,575
减持
IEMG
ISHARES INC
-$1.4M
505,185
-2%
增持
EMXC
ISHARES INC
+$1.2M
94,980
+41%
减持
HYMB
SPDR SER TR
-$1.2M
23,635
-67%
建仓
FTRE
FORTREA HLDGS INC
+$1.2M
42,260
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$1.2M
226,000
-8%
减持
PDEC
INNOVATOR ETFS TR
-$1.1M
369,273
-6%
增持
SPY
SPDR S&P 500 ETF TR
-$1.1M
178,257
+2%
增持
SHY
ISHARES TR
+$1.1M
200,352
+7%
减持
BIL
SPDR SER TR
-$1.0M
899,411
-1%
减持
IEFA
ISHARES TR
-$931.3K
258,722
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$838.8K
70,060
+38%
建仓
EWZ
ISHARES INC
+$782.7K
25,520
增持
ISTB
ISHARES TR
+$676.3K
643,372
+3%
增持
COM
DIREXION SHS ETF TR
+$602.0K
229,006
+9%
增持
COWZ
PACER FDS TR
+$553.7K
75,597
+14%
增持
IJR
ISHARES TR
-$533.2K
225,651
+3%
减持
MSFT
MICROSOFT CORP
-$516.3K
19,500
-0%
增持
GOOGL
ALPHABET INC
+$502.1K
24,216
+9%
增持
IJH
ISHARES TR
-$501.4K
140,234
+3%
建仓
IGSB
ISHARES TR
+$436.3K
8,755
增持
—
FISKER INC
+$408.6K
90,000
+200%
建仓
STOT
SSGA ACTIVE TR
+$402.9K
8,681
建仓
COP
CONOCOPHILLIPS
+$351.4K
2,933
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$344.9K
23,400
+75%
清仓
MPC
MARATHON PETE CORP
-$333.1K
0
-100%
减持
SBUX
STARBUCKS CORP
-$325.4K
2,280
-58%
清仓
GIS
GENERAL MLS INC
-$322.5K
0
-100%
增持
EJAN
INNOVATOR ETFS TR
+$321.5K
132,415
+14%
增持
IDEV
ISHARES TR
+$318.9K
245,211
+7%
增持
MLPA
GLOBAL X FDS
+$310.7K
74,498
+6%
增持
META
META PLATFORMS INC
+$291.7K
6,994
+11%
减持
SCHX
SCHWAB STRATEGIC TR
-$285.6K
101,130
-2%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$269.0K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$253.2K
0
-100%
减持
SMMU
PIMCO ETF TR
-$253.1K
21,400
-19%
清仓
F
FORD MTR CO DEL
-$250.2K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$240.7K
5,724
建仓
SPDW
SPDR INDEX SHS FDS
+$238.9K
7,705
清仓
CVS
CVS HEALTH CORP
-$235.9K
0
-100%
建仓
ABT
ABBOTT LABS
+$227.3K
2,347
清仓
WFC
WELLS FARGO CO NEW
-$227.0K
0
-100%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$223.6K
300,575
-2%
清仓
NFLX
NETFLIX INC
-$223.3K
0
-100%
清仓
SHOP
SHOPIFY INC
-$211.9K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$211.5K
19,190
+18%
清仓
PYPL
PAYPAL HLDGS INC
-$210.3K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$210.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$209.9K
7,611
-10%
清仓
IJJ
ISHARES TR
-$208.9K
0
-100%
增持
CSCO
CISCO SYS INC
+$206.8K
16,410
+26%
建仓
MKL
MARKEL GROUP INC
+$203.2K
138
增持
QQQE
DIREXION SHS ETF TR
+$182.2K
21,639
+16%
增持
PTLC
PACER FDS TR
-$177.1K
231,976
+1%
减持
HON
HONEYWELL INTL INC
-$175.9K
1,677
-28%
减持
RTX
RTX CORPORATION
-$166.1K
4,566
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$159.1K
10,508
+2%
增持
GLDM
WORLD GOLD TR
+$156.2K
540,112
+5%
增持
GOOG
ALPHABET INC
+$154.3K
10,454
+3%
建仓
RUN
SUNRUN INC
+$150.8K
12,010
减持
HYG
ISHARES TR
-$140.5K
10,522
-14%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$136.6K
44,612
-4%
减持
IQLT
ISHARES TR
-$135.3K
35,143
-5%
增持
PG
PROCTER AND GAMBLE CO
+$135.1K
6,937
+20%
增持
ABBV
ABBVIE INC
+$132.1K
4,220
+14%
增持
SLB
SCHLUMBERGER LTD
+$131.4K
7,271
+22%
减持
LMT
LOCKHEED MARTIN CORP
-$128.2K
1,124
-12%
增持
LLY
ELI LILLY & CO
+$122.8K
1,347
+5%
增持
PSEP
INNOVATOR ETFS TR
+$117.6K
250,066
+2%
减持
TFC
TRUIST FINL CORP
-$116.2K
31,842
-6%
减持
IWR
ISHARES TR
-$115.8K
19,564
-3%
减持
MCD
MCDONALDS CORP
-$115.0K
2,265
-5%
增持
COST
COSTCO WHSL CORP NEW
+$113.3K
1,427
+11%
增持
MRK
MERCK & CO INC
-$107.1K
10,971
+2%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
+$106.5K
13,487
-1%
增持
IVV
ISHARES TR
+$103.2K
1,794
+20%
增持
NVDA
NVIDIA CORPORATION
+$99.8K
6,948
+1%
增持
GLD
SPDR GOLD TR
+$95.1K
10,465
+10%
减持
SPYD
SPDR SER TR
-$87.3K
25,000
-4%
增持
—
EXXON MOBIL CORP
+$87.3K
7,129
+2%
减持
XLE
SELECT SECTOR SPDR TR
+$86.0K
10,547
-1%
增持
MLPB
UBS AG LONDON BRANCH
+$84.4K
56,710
+1%
增持
GDX
VANECK ETF TRUST
-$83.2K
27,500
+1%
增持
NSC
NORFOLK SOUTHN CORP
-$79.7K
2,938
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$79.6K
2,018
+33%
增持
AMZN
AMAZON COM INC
+$76.6K
20,258
+6%
增持
WMT
WALMART INC
+$75.5K
5,725
+7%
减持
ORCL
ORACLE CORP
-$75.0K
5,551
-0%
增持
VO
VANGUARD INDEX FDS
-$73.2K
9,428
+2%
增持
SPG
SIMON PPTY GROUP INC NEW
-$72.9K
10,101
+0%
减持
IWM
ISHARES TR
-$72.9K
5,677
-1%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$68.2K
26,833
+895%
减持
VTI
VANGUARD INDEX FDS
-$67.2K
1,180
-18%
增持
BCI
ABRDN ETFS
+$67.2K
38,100
+4%
减持
UPS
UNITED PARCEL SERVICE INC
-$63.5K
2,630
-0%
减持
IFRA
ISHARES TR
-$62.6K
19,950
-2%
减持
DUK
DUKE ENERGY CORP NEW
-$59.3K
9,225
-5%
建仓
—
CANOO INC
+$52.5K
107,171
增持
ITA
ISHARES TR
-$52.4K
7,480
+3%
增持
PTIN
PACER FDS TR
-$52.3K
193,794
+4%
减持
BOND
PIMCO ETF TR
-$50.8K
3,942
-9%
增持
UAUG
INNOVATOR ETFS TR
+$50.1K
131,029
+2%
减持
AVGO
BROADCOM INC
-$48.1K
1,070
-1%
减持
SCHC
SCHWAB STRATEGIC TR
-$47.3K
6,700
-14%
减持
SCHA
SCHWAB STRATEGIC TR
-$46.2K
18,875
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$44.4K
2,683
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$44.3K
637
+20%
减持
NKE
NIKE INC
-$43.2K
2,104
-5%
减持
CVX
CHEVRON CORP NEW
+$43.0K
7,895
-4%
减持
GS
GOLDMAN SACHS GROUP INC
-$42.1K
2,694
-5%
增持
VB
VANGUARD INDEX FDS
+$41.4K
2,565
+15%
建仓
BTG
B2GOLD CORP
+$40.3K
13,950
减持
SPYV
SPDR SER TR
-$37.3K
8,090
-6%
减持
GBIL
GOLDMAN SACHS ETF TR
-$37.1K
62,063
-1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$34.6K
11,887
+16%
减持
XLK
SELECT SECTOR SPDR TR
-$33.7K
3,215
-0%
减持
FNB
F N B CORP
-$33.3K
18,676
-9%
增持
DIVO
AMPLIFY ETF TR
+$30.6K
799,153
+4%
减持
JPM
JPMORGAN CHASE & CO
-$29.0K
10,960
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$28.7K
3,648
-3%
减持
ABFL
TRIMTABS ETF TR
-$27.9K
9,375
-3%
减持
EFA
ISHARES TR
-$27.7K
6,735
-1%
减持
VOO
VANGUARD INDEX FDS
-$27.0K
1,095
-2%
增持
ITOT
ISHARES TR
+$26.9K
3,790
+12%
增持
SLV
ISHARES SILVER TR
+$26.8K
73,502
+5%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$25.9K
6,052
-7%
减持
VOT
VANGUARD INDEX FDS
-$25.7K
1,215
-5%
增持
—
LUCID GROUP INC
-$25.1K
23,961
+4%
增持
TSLA
TESLA INC
-$24.5K
8,309
+3%
减持
IWF
ISHARES TR
-$23.9K
2,362
-0%
减持
MLPX
GLOBAL X FDS
-$23.8K
6,555
-10%
增持
SYK
STRYKER CORPORATION
-$21.3K
813
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$21.2K
7,587
+26%
增持
PFE
PFIZER INC
-$20.9K
6,267
+0%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$20.5K
16,375
-3%
增持
PEP
PEPSICO INC
-$20.5K
1,602
+2%
增持
PTMC
PACER FDS TR
+$19.1K
179,905
+5%
增持
—
BLACKROCK INC
+$16.2K
443
+13%
