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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 22
增持 79
减持 38
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$12.2M
185,903
+4%
增持
BIL
SPDR SER TR
+$9.7M
1,009,684
+12%
建仓
CARY
ANGEL OAK FUNDS TRUST
+$4.8M
233,766
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。
减持
IJH
ISHARES TR
+$3.7M
139,524
-1%
增持
IJR
ISHARES TR
+$3.4M
228,412
+1%
增持
AGG
ISHARES TR
+$2.9M
192,899
+12%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$2.9M
70,544
增持
GLDM
WORLD GOLD TR
+$2.9M
555,679
+3%
增持
IEI
ISHARES TR
+$2.9M
169,389
+13%
增持
DIVO
AMPLIFY ETF TR
+$2.3M
823,329
+3%
增持
IEFA
ISHARES TR
+$2.3M
269,826
+4%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$2.3M
69,383
增持
VO
VANGUARD INDEX FDS
+$2.2M
18,063
+92%
增持
PTLC
PACER FDS TR
+$2.1M
263,192
+13%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.1M
154,550
减持
AAPL
APPLE INC
+$2.0M
103,165
-1%
增持
MUNI
PIMCO ETF TR
+$1.9M
369,627
+5%
减持
COM
DIREXION SHS ETF TR
-$1.7M
182,497
-20%
清仓
QQQE
DIREXION SHS ETF TR
-$1.6M
0
-100%
减持
IEMG
ISHARES INC
+$1.4M
503,408
-0%
增持
EMXC
ISHARES INC
+$1.4M
110,967
+17%
增持
PJUL
INNOVATOR ETFS TR
+$1.4M
100,716
+52%
清仓
TOTL
SSGA ACTIVE ETF TR
-$1.3M
0
-100%
增持
KJAN
INNOVATOR ETFS TR
+$1.3M
267,958
+4%
增持
MSFT
MICROSOFT CORP
+$1.3M
19,719
+1%
减持
DFNM
DIMENSIONAL ETF TRUST
+$1.2M
651,948
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.2M
89,216
+27%
增持
—
LABORATORY CORP AMER HLDGS
+$1.1M
42,360
+0%
增持
PDEC
INNOVATOR ETFS TR
+$1.1M
372,159
+1%
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$1.0M
24,728
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$1.0M
230,444
+2%
增持
COWZ
PACER FDS TR
+$1.0M
91,338
+21%
清仓
ITA
ISHARES TR
-$792.7K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$740.0K
0
-100%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$735.2K
0
-100%
清仓
IFRA
ISHARES TR
-$730.0K
0
-100%
增持
UAUG
INNOVATOR ETFS TR
+$721.4K
145,631
+11%
增持
SHY
ISHARES TR
+$693.1K
206,187
+3%
增持
GBIL
GOLDMAN SACHS ETF TR
+$683.4K
69,145
+11%
增持
AMZN
AMAZON COM INC
+$669.6K
21,356
+5%
增持
AVGO
BROADCOM INC
+$653.9K
1,382
+29%
增持
EWJ
ISHARES INC
+$646.5K
33,180
+35%
增持
PSEP
INNOVATOR ETFS TR
+$641.5K
251,527
+1%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$565.7K
314,370
+5%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$548.6K
59,190
+17%
建仓
CAT
CATERPILLAR INC
+$534.6K
1,808
清仓
INMU
BLACKROCK ETF TRUST II
-$530.4K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$522.8K
3,106
+31%
增持
NVDA
NVIDIA CORPORATION
+$473.5K
7,059
+2%
增持
IGSB
ISHARES TR
+$423.6K
16,770
+92%
减持
SCHX
SCHWAB STRATEGIC TR
+$417.4K
98,130
-3%
清仓
UPS
UNITED PARCEL SERVICE INC
-$409.9K
0
-100%
增持
EWZ
ISHARES INC
+$399.6K
33,820
+33%
增持
META
META PLATFORMS INC
+$395.0K
7,048
+1%
增持
PTIN
PACER FDS TR
+$394.1K
197,617
+2%
增持
EJAN
INNOVATOR ETFS TR
+$377.9K
139,645
+5%
增持
SPG
SIMON PPTY GROUP INC NEW
+$365.3K
10,211
+1%
增持
JPM
JPMORGAN CHASE & CO
+$355.3K
11,433
+4%
减持
IDEV
ISHARES TR
+$352.2K
230,021
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$320.7K
15,029
+98%
增持
MCD
MCDONALDS CORP
+$306.2K
3,045
+34%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$304.3K
3,592
+78%
建仓
INTC
INTEL CORP
+$300.6K
5,983
增持
HD
HOME DEPOT INC
+$294.9K
5,594
+3%
建仓
CME
CME GROUP INC
+$281.8K
1,338
增持
IWF
ISHARES TR
+$277.3K
2,987
+26%
增持
TFC
TRUIST FINL CORP
+$272.7K
32,062
+1%
建仓
VNQ
VANGUARD INDEX FDS
+$269.1K
3,045
增持
HYG
ISHARES TR
+$267.0K
13,473
+28%
建仓
PYPL
PAYPAL HLDGS INC
+$260.3K
4,238
增持
STOT
SSGA ACTIVE TR
+$254.4K
14,032
+62%
清仓
VTI
VANGUARD INDEX FDS
-$250.6K
0
-100%
建仓
CRM
SALESFORCE INC
+$244.2K
928
建仓
AMD
ADVANCED MICRO DEVICES INC
+$244.0K
1,655
建仓
NFLX
NETFLIX INC
+$240.0K
493
建仓
ALLY
ALLY FINL INC
+$232.7K
6,663
建仓
CVS
CVS HEALTH CORP
+$227.1K
2,876
建仓
FCX
FREEPORT-MCMORAN INC
+$224.3K
5,269
建仓
DAL
DELTA AIR LINES INC DEL
+$221.7K
5,511
减持
LMT
LOCKHEED MARTIN CORP
-$221.3K
526
-53%
建仓
WFC
WELLS FARGO CO NEW
+$220.5K
4,480
减持
ORCL
ORACLE CORP
-$209.8K
3,587
-35%
建仓
IJJ
ISHARES TR
+$208.7K
1,830
建仓
MDLZ
MONDELEZ INTL INC
+$208.2K
2,874
清仓
PFE
PFIZER INC
-$207.9K
0
-100%
增持
RBLX
ROBLOX CORP
+$206.3K
12,135
+1%
建仓
SHOP
SHOPIFY INC
+$204.6K
2,626
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$191.6K
16,635
+23%
增持
IWR
ISHARES TR
+$190.4K
19,879
+2%
增持
SLV
ISHARES SILVER TR
+$189.0K
77,319
+5%
减持
PTMC
PACER FDS TR
+$186.5K
178,408
-1%
减持
GLD
SPDR GOLD TR
+$183.4K
10,345
-1%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$171.1K
294,596
-7%
增持
GS
GOLDMAN SACHS GROUP INC
+$168.3K
2,696
+0%
减持
GOOGL
ALPHABET INC
+$164.9K
23,866
-1%
增持
MLPA
GLOBAL X FDS
+$159.9K
78,596
+6%
增持
COST
COSTCO WHSL CORP NEW
+$156.9K
1,459
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$155.6K
2,865
+7%
减持
SLB
SCHLUMBERGER LTD
-$147.7K
5,307
-27%
增持
WMT
WALMART INC
+$138.3K
6,685
+17%
减持
—
EXXON MOBIL CORP
-$129.2K
7,092
-1%
增持
IVV
ISHARES TR
+$128.0K
1,881
+5%
减持
IWM
ISHARES TR
+$123.4K
5,614
-1%
增持
VOO
VANGUARD INDEX FDS
+$121.2K
1,262
+15%
增持
CVX
CHEVRON CORP NEW
-$119.6K
8,123
+3%
增持
EFA
ISHARES TR
+$117.0K
7,713
+15%
增持
GOOG
ALPHABET INC
+$112.5K
10,579
+1%
增持
BAC
BANK AMERICA CORP
+$110.5K
16,296
+2%
建仓
FLYX
FLYEXCLUSIVE INC
+$105.6K
19,200
减持
IWY
ISHARES TR
+$103.8K
5,300
-1%
减持
NSC
NORFOLK SOUTHN CORP
+$102.7K
2,882
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$96.3K
93,523
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$92.2K
44,805
+0%
增持
RUN
SUNRUN INC
+$85.4K
12,035
+0%
减持
V
VISA INC
-$85.2K
6,464
-16%
减持
SPYD
SPDR SER TR
+$83.4K
24,500
-2%
增持
ITOT
ISHARES TR
+$83.1K
4,182
+10%
减持
TXN
TEXAS INSTRS INC
-$81.1K
1,287
-32%
减持
SUB
ISHARES TR
-$81.1K
104,568
-3%
减持
TSLA
TESLA INC
-$80.3K
8,044
-3%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$80.2K
20,800
-11%
增持
SLI
STANDARD LITHIUM LTD
-$78.1K
306,000
+24%
增持
—
BLACKROCK INC
+$77.3K
448
+1%
增持
XPEV
XPENG INC
-$73.1K
19,535
+0%
增持
VB
VANGUARD INDEX FDS
+$69.7K
2,600
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$66.6K
3,084
-4%
增持
LLY
ELI LILLY & CO
+$65.2K
1,353
+0%
增持
SPDW
SPDR INDEX SHS FDS
+$65.1K
8,940
+16%
增持
PG
PROCTER AND GAMBLE CO
+$65.1K
7,349
+6%
减持
PEP
PEPSICO INC
-$58.5K
1,254
-22%
增持
KO
COCA COLA CO
+$58.4K
11,084
+4%
增持
DE
DEERE & CO
+$56.8K
1,621
+3%
增持
FNB
F N B CORP
+$55.8K
18,686
+0%
减持
QUAL
ISHARES TR
+$54.2K
3,620
-0%
减持
RTX
RTX CORPORATION
+$54.1K
4,549
-0%
减持
MRK
MERCK & CO INC
+$53.9K
10,855
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$50.8K
18,070
-6%
增持
NKE
NIKE INC
+$50.4K
2,317
+10%
增持
IAU
ISHARES GOLD TR
+$49.8K
11,900
+0%
增持
ABT
ABBOTT LABS
+$48.3K
2,504
+7%
增持
SPYV
SPDR SER TR
+$48.1K
8,190
+1%
增持
CSCO
CISCO SYS INC
+$47.7K
18,406
+12%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
+$46.5K
12,000
-0%
减持
ABFL
TRIMTABS ETF TR
+$45.2K
9,275
-1%
减持
HON
HONEYWELL INTL INC
+$40.2K
1,669
-0%
减持
ISTB
ISHARES TR
+$38.6K
628,222
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$37.7K
14,835
-1%
清仓
—
RITE AID CORP
-$36.7K
0
-100%
减持
IWX
ISHARES TR
+$35.8K
9,100
-1%
减持
—
LUCID GROUP INC
-$34.7K
23,581
-2%
