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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 23
增持 74
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$15.2M
197,942
+6%
增持
STOT
SSGA ACTIVE TR
+$5.4M
128,211
+814%
建仓
TOTL
SSGA ACTIVE ETF TR
+$5.3M
131,574
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
BIL
SPDR SER TR
+$4.7M
1,056,657
+5%
清仓
EJAN
INNOVATOR ETFS TR
-$4.0M
0
-100%
增持
IJH
ISHARES TR
+$3.9M
701,393
+403%
增持
CARY
ANGEL OAK FUNDS TRUST
+$3.6M
408,413
+75%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$3.5M
398,525
+158%
减持
NVDA
NVIDIA CORPORATION
+$2.6M
6,757
-4%
减持
COM
DIREXION SHS ETF TR
-$2.6M
87,656
-52%
增持
KJAN
INNOVATOR ETFS TRUST
+$2.5M
331,203
+24%
增持
VNQ
VANGUARD INDEX FDS
+$2.3M
30,251
+893%
增持
GLDM
WORLD GOLD TR
+$2.3M
567,414
+2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$2.0M
122,125
+76%
增持
AAPL
APPLE INC
-$2.0M
103,993
+1%
增持
IEI
ISHARES TR
+$1.8M
186,851
+10%
清仓
SLV
ISHARES SILVER TR
-$1.7M
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.6M
111,575
+25%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.5M
689,738
+6%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$1.5M
100,744
+43%
增持
ISTB
ISHARES TR
+$1.5M
661,033
+5%
增持
MUNI
PIMCO ETF TR
+$1.5M
400,017
+8%
增持
IEFA
ISHARES TR
+$1.4M
274,684
+2%
建仓
TBIL
RBB FD INC
+$1.4M
28,002
增持
AGG
ISHARES TR
+$1.4M
209,659
+9%
增持
VO
VANGUARD INDEX FDS
+$1.3M
22,013
+22%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$1.2M
250,555
-15%
增持
IEMG
ISHARES INC
+$1.2M
517,123
+3%
增持
PTLC
PACER FDS TR
+$1.2M
264,067
+0%
增持
EWJ
ISHARES INC
+$1.1M
45,240
+36%
建仓
UJAN
INNOVATOR ETFS TRUST
+$1.1M
30,365
增持
SHY
ISHARES TR
+$1.1M
220,210
+7%
增持
META
META PLATFORMS INC
+$1.0M
7,292
+3%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.0M
78,571
+14%
建仓
XLV
SELECT SECTOR SPDR TR
+$947.4K
6,413
增持
COWZ
PACER FDS TR
+$850.2K
96,349
+5%
增持
IDEV
ISHARES TR
+$827.8K
230,463
+0%
减持
SUB
ISHARES TR
-$811.2K
97,521
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$722.9K
10,527
+1%
建仓
PMAR
INNOVATOR ETFS TRUST
+$721.3K
19,596
增持
SCHX
SCHWAB STRATEGIC TR
+$710.6K
100,630
+3%
增持
VOO
VANGUARD INDEX FDS
+$701.5K
2,606
+106%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$688.0K
16,695
增持
PTMC
PACER FDS TR
+$686.8K
181,773
+2%
减持
TSLA
TESLA INC
-$670.2K
7,558
-6%
建仓
EVER
EVERQUOTE INC
+$663.8K
35,765
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$649.9K
8,673
-65%
增持
MLPA
GLOBAL X FDS
+$628.1K
85,232
+8%
减持
AMZN
AMAZON COM INC
+$575.3K
21,178
-1%
增持
IJR
ISHARES TR
+$575.2K
228,925
+0%
减持
MSFT
MICROSOFT CORP
+$574.0K
18,989
-4%
增持
EMXC
ISHARES INC
+$565.9K
116,633
+5%
建仓
PJAN
INNOVATOR ETFS TRUST
+$538.6K
13,771
增持
BSV
VANGUARD BD INDEX FDS
+$488.2K
24,520
+36%
建仓
GPN
GLOBAL PMTS INC
+$478.5K
3,580
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$474.8K
229,598
-0%
减持
TFC
TRUIST FINL CORP
-$472.6K
18,244
-43%
增持
GLD
SPDR GOLD TR
+$454.0K
11,820
+14%
增持
PTIN
PACER FDS TR
+$447.1K
202,733
+3%
建仓
BIV
VANGUARD BD INDEX FDS
+$437.3K
5,800
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$405.1K
95,870
+3%
增持
—
LABORATORY CORP AMER HLDGS
-$372.9K
42,365
+0%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$371.2K
888
减持
DIVO
AMPLIFY ETF TR
+$364.9K
783,373
-5%
增持
EFA
ISHARES TR
+$354.2K
11,713
+52%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$343.0K
18,890
+14%
建仓
AMGN
AMGEN INC
+$340.9K
1,199
增持
IWM
ISHARES TR
+$327.2K
6,914
+23%
减持
SPG
SIMON PPTY GROUP INC NEW
-$325.7K
7,226
-29%
减持
JNJ
JOHNSON & JOHNSON
-$309.4K
5,546
-27%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$303.3K
64,870
+10%
增持
ORCL
ORACLE CORP
+$296.1K
5,368
+50%
建仓
MPC
MARATHON PETE CORP
+$294.8K
1,463
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$288.3K
7,347
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$277.1K
0
-100%
增持
PJUL
INNOVATOR ETFS TRUST
+$276.9K
103,261
+3%
清仓
SLB
SCHLUMBERGER LTD
-$276.2K
0
-100%
增持
LLY
ELI LILLY & CO
+$266.2K
1,356
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$257.7K
2,528
-12%
清仓
NKE
NIKE INC
-$251.6K
0
-100%
建仓
DIS
DISNEY WALT CO
+$245.0K
2,002
减持
DUK
DUKE ENERGY CORP NEW
-$238.4K
6,077
-29%
建仓
—
CHUBB LIMITED
+$234.5K
905
建仓
VTI
VANGUARD INDEX FDS
+$233.9K
900
建仓
AXP
AMERICAN EXPRESS CO
+$232.2K
1,020
减持
GOOGL
ALPHABET INC
+$230.4K
23,615
-1%
增持
MA
MASTERCARD INCORPORATED
+$222.6K
1,293
+38%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$219.0K
954
+51%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$215.1K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$214.1K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$210.7K
7,220
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$210.5K
4,196
建仓
GE
GENERAL ELECTRIC CO
+$206.0K
1,173
清仓
SHOP
SHOPIFY INC
-$204.6K
0
-100%
减持
HD
HOME DEPOT INC
+$182.3K
5,529
-1%
建仓
AVDX
AVIDXCHANGE HOLDINGS INC
+$163.3K
12,422
清仓
—
FISKER INC
-$157.5K
0
-100%
减持
MRK
MERCK & CO INC
+$151.5K
10,117
-7%
增持
—
EXXON MOBIL CORP
+$143.4K
7,334
+3%
增持
CRM
SALESFORCE INC
+$142.5K
1,284
+38%
减持
IGSB
ISHARES TR
-$141.4K
14,010
-16%
减持
JPM
JPMORGAN CHASE & CO
+$138.0K
10,398
-9%
减持
PDEC
INNOVATOR ETFS TRUST
+$137.3K
360,679
-3%
减持
PSEP
INNOVATOR ETFS TRUST
+$130.7K
243,134
-3%
减持
MCD
MCDONALDS CORP
-$130.3K
2,740
-10%
减持
CSCO
CISCO SYS INC
-$129.1K
16,044
-13%
减持
MLPB
UBS AG LONDON BRANCH
+$119.4K
54,865
-3%
增持
LOW
LOWES COS INC
+$118.1K
3,215
+2%
减持
VGT
VANGUARD WORLD FD
+$114.8K
3,086
-1%
增持
ABBV
ABBVIE INC
+$112.7K
4,150
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$111.6K
3,661
+2%
增持
RTX
RTX CORPORATION
+$108.8K
5,040
+11%
增持
COST
COSTCO WHSL CORP NEW
+$108.1K
1,462
+0%
减持
BAND
BANDWIDTH INC
+$106.3K
29,112
-1%
减持
GOOG
ALPHABET INC
+$97.5K
10,432
-1%
减持
DE
DEERE & CO
-$95.7K
1,345
-17%
减持
XLE
SELECT SECTOR SPDR TR
+$95.5K
10,884
-2%
减持
IWR
ISHARES TR
+$92.8K
19,479
-2%
增持
SPYV
SPDR SER TR
+$92.6K
9,472
+16%
增持
BCI
ABRDN ETFS
+$91.5K
43,981
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$87.7K
46,187
+3%
减持
IWF
ISHARES TR
+$84.3K
2,937
-2%
增持
ITOT
ISHARES TR
+$78.7K
4,499
+8%
增持
RUN
SUNRUN INC
-$77.4K
12,050
+0%
增持
HYMB
SPDR SER TR
+$74.0K
25,256
+11%
增持
EWZ
ISHARES INC
+$73.1K
38,725
+15%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$71.9K
310,405
-1%
增持
WMT
WALMART INC
+$69.5K
18,671
+179%
减持
CAT
CATERPILLAR INC
+$65.6K
1,638
-9%
减持
ADBE
ADOBE INC
-$63.2K
415
-9%
增持
NSC
NORFOLK SOUTHN CORP
+$59.9K
2,908
+1%
增持
BOND
PIMCO ETF TR
+$58.8K
4,679
+17%
增持
SYK
STRYKER CORPORATION
+$54.7K
864
+2%
增持
HYG
ISHARES TR
+$54.4K
14,114
+5%
增持
WFC
WELLS FARGO CO NEW
+$53.3K
4,724
+5%
增持
SMMU
PIMCO ETF TR
+$52.2K
22,350
+5%
增持
VB
VANGUARD INDEX FDS
+$51.1K
2,650
+2%
减持
KO
COCA COLA CO
-$49.4K
9,869
-11%
增持
DAL
DELTA AIR LINES INC DEL
+$46.9K
5,612
+2%
减持
IWY
ISHARES TR
+$46.8K
5,000
-6%
减持
AMAT
APPLIED MATLS INC
+$46.1K
1,342
-6%
增持
ALLY
ALLY FINL INC
+$44.3K
6,823
+2%
减持
NFLX
NETFLIX INC
+$42.4K
465
-6%
增持
IAU
ISHARES GOLD TR
+$39.7K
12,000
+1%
建仓
AEVA
AEVA TECHNOLOGIES INC
+$39.3K
10,000
清仓
—
AEVA TECHNOLOGIES INC
-$37.9K
0
-100%
清仓
—
VIRGIN GALACTIC HOLDINGS INC
-$36.8K
0
-100%
减持
BAC
BANK AMERICA CORP
+$32.1K
15,318
-6%
减持
ABFL
TRIMTABS ETF TR
+$29.1K
9,125
-2%
减持
V
VISA INC
-$28.5K
5,928
-8%
