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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 22
增持 52
减持 59
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$22.1M
816,564
-23%
建仓
UITB
VICTORY PORTFOLIOS II
+$20.6M
447,923
减持
AGG
ISHARES TR
-$19.8M
7,659
-96%
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
—
LABORATORY CORP AMER HLDGS
-$9.3M
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$8.6M
42,363
增持
SPY
SPDR S&P 500 ETF TR
+$6.9M
202,964
+3%
建仓
JAAA
JANUS DETROIT STR TR
+$6.9M
134,729
建仓
IBTH
ISHARES TR
+$5.8M
263,842
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$5.5M
0
-100%
减持
STOT
SSGA ACTIVE TR
-$5.4M
12,527
-90%
减持
SHY
ISHARES TR
-$5.0M
159,529
-28%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.9M
197,735
+77%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$4.8M
118,756
-48%
减持
PDEC
INNOVATOR ETFS TRUST
-$4.5M
232,042
-36%
减持
AAPL
APPLE INC
+$4.1M
103,918
-0%
建仓
JBBB
JANUS DETROIT STR TR
+$4.0M
81,480
建仓
EJAN
INNOVATOR ETFS TRUST
+$3.8M
128,262
增持
COWZ
PACER FDS TR
+$3.5M
166,778
+73%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$3.3M
88,865
+1110%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$3.2M
170,870
-32%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
69,277
+925%
增持
PMAR
INNOVATOR ETFS TRUST
+$2.5M
83,716
+327%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$2.4M
35,107
增持
IEMG
ISHARES INC
+$1.7M
530,489
+3%
增持
GLDM
WORLD GOLD TR
+$1.5M
574,241
+1%
建仓
EYLD
CAMBRIA ETF TR
+$1.4M
40,692
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$1.4M
15,748
清仓
EWZ
ISHARES INC
-$1.3M
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$1.2M
45,881
+52%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$1.2M
24,905
增持
MLPA
GLOBAL X FDS
+$1.0M
106,330
+25%
增持
GBIL
GOLDMAN SACHS ETF TR
+$993.1K
89,130
+13%
增持
DIVO
AMPLIFY ETF TR
+$977.2K
812,268
+4%
建仓
UMAR
INNOVATOR ETFS TRUST
+$912.5K
27,100
增持
MUNI
PIMCO ETF TR
+$911.8K
420,681
+5%
减持
BSV
VANGUARD BD INDEX FDS
-$887.8K
12,935
-47%
增持
PTLC
PACER FDS TR
+$863.8K
270,600
+2%
减持
HYG
ISHARES TR
-$852.5K
3,170
-78%
增持
IEI
ISHARES TR
+$821.1K
194,512
+4%
增持
TOTL
SSGA ACTIVE ETF TR
+$813.6K
153,150
+16%
增持
ISTB
ISHARES TR
+$758.5K
678,022
+3%
增持
GOOGL
ALPHABET INC
+$755.4K
23,715
+0%
减持
TBIL
RBB FD INC
-$750.6K
13,002
-54%
增持
FTRE
FORTREA HLDGS INC
-$709.8K
42,268
+0%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$688.0K
0
-100%
增持
CARY
ANGEL OAK FUNDS TRUST
+$628.4K
437,727
+7%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$611.3K
347,188
+12%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$563.0K
433,490
+9%
增持
PJUL
INNOVATOR ETFS TRUST
+$541.9K
114,896
+11%
减持
CSCO
CISCO SYS INC
-$534.4K
5,607
-65%
增持
AMZN
AMAZON COM INC
+$530.9K
22,515
+6%
减持
XLV
SELECT SECTOR SPDR TR
-$488.6K
3,148
-51%
清仓
GPN
GLOBAL PMTS INC
-$478.5K
0
-100%
增持
HON
HONEYWELL INTL INC
+$475.5K
3,806
+132%
增持
IWF
ISHARES TR
+$450.3K
3,951
+35%
清仓
BIV
VANGUARD BD INDEX FDS
-$437.3K
0
-100%
减持
MSFT
MICROSOFT CORP
+$436.1K
18,851
-1%
减持
PSEP
INNOVATOR ETFS TRUST
-$428.7K
225,398
-7%
建仓
—
AON PLC
+$427.7K
1,457
减持
TFC
TRUIST FINL CORP
-$424.9K
7,367
-60%
建仓
UBER
UBER TECHNOLOGIES INC
+$417.6K
5,746
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$411.2K
128,445
+5%
增持
KJAN
INNOVATOR ETFS TRUST
+$410.3K
347,320
+5%
减持
MCD
MCDONALDS CORP
-$400.7K
1,459
-47%
减持
SUB
ISHARES TR
-$399.2K
93,871
-4%
建仓
PAPR
INNOVATOR ETFS TRUST
+$373.8K
10,785
减持
UJAN
INNOVATOR ETFS TRUST
-$363.1K
19,755
-35%
建仓
SCHD
SCHWAB STRATEGIC TR
+$349.0K
4,488
减持
SPG
SIMON PPTY GROUP INC NEW
-$342.5K
5,193
-28%
增持
IJH
ISHARES TR
+$341.4K
733,835
+5%
减持
GOOG
ALPHABET INC
+$323.6K
10,424
-0%
减持
IGSB
ISHARES TR
-$318.0K
7,815
-44%
减持
KO
COCA COLA CO
-$316.9K
4,508
-54%
减持
TSLA
TESLA INC
-$312.3K
5,136
-32%
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$311.5K
6,435
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$303.9K
2,285
-38%
增持
EMXC
ISHARES INC
+$300.3K
118,495
+2%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$294.9K
103,624
+3%
清仓
ABT
ABBOTT LABS
-$294.4K
0
-100%
减持
HD
HOME DEPOT INC
-$291.6K
5,314
-4%
建仓
TJX
TJX COS INC NEW
+$287.8K
2,614
增持
FMHI
FIRST TR EXCH TRADED FD III
+$285.7K
70,595
+9%
清仓
CME
CME GROUP INC
-$279.9K
0
-100%
清仓
ALLY
ALLY FINL INC
-$276.9K
0
-100%
清仓
INTC
INTEL CORP
-$273.8K
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$272.8K
1,667
清仓
DAL
DELTA AIR LINES INC DEL
-$268.6K
0
-100%
增持
IDEV
ISHARES TR
+$266.2K
239,750
+4%
清仓
DIS
DISNEY WALT CO
-$245.0K
0
-100%
减持
AVGO
BROADCOM INC
+$240.6K
1,105
-4%
清仓
CVS
CVS HEALTH CORP
-$236.2K
0
-100%
建仓
IWB
ISHARES TR
+$235.4K
791
增持
PTIN
PACER FDS TR
+$225.3K
211,576
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$217.7K
609
-36%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$210.5K
0
-100%
建仓
DOV
DOVER CORP
+$207.0K
1,147
建仓
—
LAM RESEARCH CORP
+$206.6K
194
建仓
PFE
PFIZER INC
+$206.0K
7,364
清仓
GE
GENERAL ELECTRIC CO
-$206.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$204.5K
6,604
-16%
增持
LLY
ELI LILLY & CO
+$202.7K
1,389
+2%
清仓
MDLZ
MONDELEZ INTL INC
-$201.2K
0
-100%
增持
ITOT
ISHARES TR
+$199.9K
6,050
+34%
增持
DFNM
DIMENSIONAL ETF TRUST
+$196.6K
698,473
+1%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$190.4K
21,825
+16%
减持
HYMB
SPDR SER TR
-$166.5K
18,961
-25%
清仓
AVDX
AVIDXCHANGE HOLDINGS INC
-$163.3K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$161.1K
10,486
-0%
减持
VGT
VANGUARD WORLD FD
+$157.8K
3,080
-0%
减持
V
VISA INC
-$155.2K
5,712
-4%
减持
COST
COSTCO WHSL CORP NEW
+$152.9K
1,440
-2%
增持
BCI
ABRDN ETFS
+$149.5K
50,122
+14%
减持
NSC
NORFOLK SOUTHN CORP
-$130.8K
2,843
-2%
减持
LOW
LOWES COS INC
-$128.3K
3,133
-3%
减持
JNJ
JOHNSON & JOHNSON
-$121.8K
5,169
-7%
增持
GLD
SPDR GOLD TR
+$120.8K
11,871
+0%
减持
CAT
CATERPILLAR INC
-$118.9K
1,445
-12%
减持
MRK
MERCK & CO INC
-$104.9K
9,936
-2%
减持
PJAN
INNOVATOR ETFS TRUST
-$101.8K
10,856
-21%
减持
IWR
ISHARES TR
-$100.8K
18,959
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$99.5K
46,360
+0%
增持
FMAY
FIRST TR EXCHNG TRADED FD VI
+$93.7K
10,493
+21%
减持
COM
DIREXION SHS ETF TR
-$91.1K
82,644
-6%
减持
DE
DEERE & CO
-$86.9K
1,246
-7%
增持
MLPB
UBS AG LONDON BRANCH
+$83.2K
57,190
+4%
减持
COP
CONOCOPHILLIPS
-$79.6K
2,116
-16%
减持
WMT
WALMART INC
-$78.4K
15,433
-17%
增持
BAC
BANK AMERICA CORP
+$77.4K
16,552
+8%
增持
EWJ
ISHARES INC
+$77.2K
48,433
+7%
减持
PG
PROCTER AND GAMBLE CO
-$72.5K
5,980
-8%
减持
IQLT
ISHARES TR
-$69.2K
29,403
-4%
增持
IVV
ISHARES TR
+$68.3K
1,932
+3%
减持
MPC
MARATHON PETE CORP
-$66.7K
1,315
-10%
增持
SMMU
PIMCO ETF TR
+$66.7K
23,700
+6%
减持
META
META PLATFORMS INC
+$64.0K
7,150
-2%
增持
—
EXXON MOBIL CORP
+$61.8K
7,942
+8%
减持
XLE
SELECT SECTOR SPDR TR
-$61.3K
10,601
-3%
减持
IWM
ISHARES TR
-$60.4K
6,869
-1%
减持
CRM
SALESFORCE INC
-$57.9K
1,279
-0%
增持
AMGN
AMGEN INC
+$56.2K
1,271
+6%
减持
UAUG
INNOVATOR ETFS TRUST
+$54.0K
134,695
-2%
减持
SPYV
SPDR SER TR
-$53.4K
8,640
-9%
减持
ABBV
ABBVIE INC
-$52.0K
4,103
-1%
增持
MA
MASTERCARD INCORPORATED
-$51.8K
1,294
+0%
减持
—
BLACKROCK INC
-$51.2K
421
-8%
减持
ORCL
ORACLE CORP
+$50.9K
5,136
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$49.3K
2,359
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$47.5K
10,532
+1%
增持
PTMC
PACER FDS TR
+$44.8K
189,513
+4%
减持
AMAT
APPLIED MATLS INC
+$36.4K
1,327
-1%
