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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 82
减持 49
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$9.6M
711,908
-13%
增持
SPY
SPDR S&P 500 ETF TR
+$8.6M
207,416
+2%
增持
COM
DIREXION SHS ETF TR
+$6.7M
316,416
+283%
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
PDBC
INVESCO ACTVELY MNGD ETC FD
-$6.1M
0
-100%
减持
PDEC
INNOVATOR ETFS TRUST
-$4.7M
105,420
-55%
增持
PTLC
PACER FDS TR
+$4.4M
339,608
+26%
减持
GBIL
GOLDMAN SACHS ETF TR
-$4.1M
47,768
-46%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$4.1M
46,030
增持
UITB
VICTORY PORTFOLIOS II
+$4.0M
512,997
+15%
增持
GLDM
WORLD GOLD TR
+$3.6M
577,370
+1%
增持
IJH
ISHARES TR
+$3.3M
741,972
+1%
建仓
MODL
VICTORY PORTFOLIOS II
+$2.6M
66,630
增持
IEMG
ISHARES INC
+$2.6M
540,073
+2%
增持
IJR
ISHARES TR
+$2.5M
237,764
+0%
减持
TOTL
SSGA ACTIVE ETF TR
-$2.2M
93,035
-39%
减持
DIVO
AMPLIFY ETF TR
+$2.0M
811,753
-0%
建仓
RUNN
STRATEGIC TRUST
+$1.9M
58,000
增持
IEFA
ISHARES TR
+$1.9M
285,853
+2%
增持
PJUL
INNOVATOR ETFS TRUST
+$1.7M
151,176
+32%
减持
LH
LABCORP HOLDINGS INC
-$1.5M
31,896
-25%
增持
IDEV
ISHARES TR
+$1.5M
242,695
+1%
减持
COWZ
PACER FDS TR
-$1.4M
132,156
-21%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$1.4M
0
-100%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$1.3M
91,576
-29%
增持
ISTB
ISHARES TR
+$1.2M
684,581
+1%
建仓
JPEF
J P MORGAN EXCHANGE TRADED F
+$1.2M
18,090
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$1.2M
138,758
-19%
增持
IEI
ISHARES TR
+$1.1M
197,052
+1%
增持
SHY
ISHARES TR
+$926.8K
167,797
+5%
增持
PTMC
PACER FDS TR
+$886.5K
201,526
+6%
减持
JTEK
J P MORGAN EXCHANGE TRADED F
-$852.0K
22,997
-34%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$840.1K
98,066
-17%
增持
VNQ
VANGUARD INDEX FDS
+$829.7K
47,964
+5%
增持
MUNI
PIMCO ETF TR
+$796.8K
428,416
+2%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$788.3K
0
-100%
减持
AAPL
APPLE INC
-$762.6K
90,663
-13%
增持
PTIN
PACER FDS TR
+$714.5K
220,997
+4%
增持
META
META PLATFORMS INC
+$640.1K
7,416
+4%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$587.3K
111,416
+8%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$565.3K
12,355
-50%
增持
EYLD
CAMBRIA ETF TR
+$544.2K
56,197
+38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$526.1K
10,411
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$522.7K
209,303
+6%
增持
EMXC
ISHARES INC
+$509.7K
123,132
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$491.9K
4,402
+210%
减持
VO
VANGUARD INDEX FDS
+$440.1K
22,603
-1%
减持
SUB
ISHARES TR
-$409.7K
88,563
-6%
减持
DFNM
DIMENSIONAL ETF TRUST
+$406.0K
695,758
-0%
增持
EJAN
INNOVATOR ETFS TRUST
+$403.0K
134,943
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$401.4K
3,603
+58%
减持
KJAN
INNOVATOR ETFS TRUST
+$378.0K
337,280
-3%
增持
GOOGL
ALPHABET INC
-$369.5K
23,818
+0%
减持
BCI
ABRDN ETFS
-$359.0K
32,291
-36%
增持
TSLA
TESLA INC
+$346.8K
5,210
+1%
增持
HD
HOME DEPOT INC
+$343.4K
5,362
+1%
清仓
—
BLACKROCK INC
-$331.5K
0
-100%
增持
CAT
CATERPILLAR INC
+$320.9K
2,051
+42%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$311.5K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$297.9K
1,026
+68%
增持
CARY
ANGEL OAK FUNDS TRUST
+$292.7K
439,353
+0%
减持
GLD
SPDR GOLD TR
+$289.2K
11,691
-2%
增持
IBTH
ISHARES TR
+$274.2K
269,429
+2%
增持
UAUG
INNOVATOR ETFS TRUST
+$258.8K
136,776
+2%
增持
TBIL
RBB FD INC
+$250.5K
18,003
+38%
减持
DE
DEERE & CO
-$250.2K
516
-59%
清仓
COP
CONOCOPHILLIPS
-$242.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$232.0K
19,041
+1%
建仓
GE
GE AEROSPACE
+$226.7K
1,202
建仓
CARR
CARRIER GLOBAL CORPORATION
+$225.9K
2,806
建仓
IXUS
ISHARES TR
+$225.1K
3,099
建仓
CME
CME GROUP INC
+$221.5K
1,004
增持
AXP
AMERICAN EXPRESS CO
+$220.1K
1,697
+64%
减持
SCHX
SCHWAB STRATEGIC TR
+$214.3K
95,230
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$211.6K
46,820
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$209.6K
1,618
-49%
建仓
SHOP
SHOPIFY INC
+$207.2K
2,586
清仓
—
LAM RESEARCH CORP
-$206.6K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$206.3K
420
建仓
OBIL
RBB FD INC
+$202.8K
4,035
减持
WMT
WALMART INC
+$196.3K
15,372
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$182.6K
2,367
+0%
增持
MLPA
GLOBAL X FDS
+$179.5K
111,224
+5%
增持
LOW
LOWES COS INC
+$167.4K
3,168
+1%
增持
EWJ
ISHARES INC
+$166.3K
48,523
+0%
增持
PMAR
INNOVATOR ETFS TRUST
+$157.9K
84,901
+1%
减持
MRK
MERCK & CO INC
-$154.8K
9,469
-5%
增持
GOOG
ALPHABET INC
-$153.0K
10,521
+1%
减持
ORCL
ORACLE CORP
+$149.6K
5,134
-0%
减持
FTRE
FORTREA HLDGS INC
-$141.3K
42,260
-0%
减持
IFLN
INVESCO EXCH TRADED FD TR II
+$129.6K
343,506
-1%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$126.6K
88,329
-1%
增持
AMZN
AMAZON COM INC
-$123.0K
22,691
+1%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$114.0K
71,360
+1%
增持
ABBV
ABBVIE INC
+$113.6K
4,139
+1%
增持
V
VISA INC
+$111.2K
5,857
+3%
增持
RTX
RTX CORPORATION
+$110.0K
5,145
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$109.3K
10,621
+1%
增持
ITOT
ISHARES TR
+$108.2K
6,582
+9%
增持
DUK
DUKE ENERGY CORP NEW
+$104.5K
6,215
+2%
增持
JAAA
JANUS DETROIT STR TR
+$102.2K
136,738
+1%
减持
JBBB
JANUS DETROIT STR TR
-$100.7K
79,805
-2%
增持
XPEV
XPENG INC
+$98.9K
19,873
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$96.0K
2,212
+0%
减持
CVX
CHEVRON CORP NEW
-$95.8K
6,364
-4%
增持
IWF
ISHARES TR
+$93.5K
4,086
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$91.4K
9,964
-6%
减持
IWR
ISHARES TR
+$88.5K
18,444
-3%
增持
NVDA
NVIDIA CORPORATION
-$82.3K
69,797
+1%
增持
—
AON PLC
+$81.6K
1,472
+1%
减持
PYPL
PAYPAL HLDGS INC
+$79.9K
4,157
-1%
增持
DOV
DOVER CORP
+$78.3K
1,488
+30%
减持
IGSB
ISHARES TR
-$75.8K
6,165
-21%
增持
AGG
ISHARES TR
+$74.7K
8,079
+5%
增持
UMAR
INNOVATOR ETFS TRUST
+$72.0K
28,225
+4%
减持
JNJ
JOHNSON & JOHNSON
+$68.7K
5,086
-2%
增持
AVGO
BROADCOM INC
+$67.7K
10,677
+866%
增持
ARM
ARM HOLDINGS PLC
+$66.8K
2,374
+42%
增持
LMT
LOCKHEED MARTIN CORP
+$66.5K
542
+1%
减持
MA
MASTERCARD INCORPORATED
+$63.2K
1,284
-1%
减持
VOO
VANGUARD INDEX FDS
+$62.0K
2,542
-1%
增持
PG
PROCTER AND GAMBLE CO
+$58.2K
6,030
+1%
减持
PJAN
INNOVATOR ETFS TRUST
-$56.1K
9,211
-15%
增持
AMGN
AMGEN INC
+$54.9K
1,403
+10%
增持
IWY
ISHARES TR
+$51.9K
5,110
+2%
增持
—
EXXON MOBIL CORP
+$50.9K
8,234
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$48.1K
14,539
-1%
增持
SPYV
SPDR SER TR
+$46.2K
8,840
+2%
减持
PSEP
INNOVATOR ETFS TRUST
+$45.1K
220,367
-2%
增持
AMAT
APPLIED MATLS INC
-$44.0K
1,332
+0%
增持
KO
COCA COLA CO
+$42.8K
4,588
+2%
增持
AEVA
AEVA TECHNOLOGIES INC
+$40.6K
20,000
+100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$39.6K
704
-10%
清仓
BTG
B2GOLD CORP
-$37.7K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$34.0K
1,419
-1%
减持
STOT
SSGA ACTIVE TR
-$33.1K
11,667
-7%
增持
MLPX
GLOBAL X FDS
+$30.6K
6,724
+2%
增持
—
CHUBB LIMITED
+$28.1K
836
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$26.1K
5,903
+3%
增持
MO
ALTRIA GROUP INC
+$25.9K
4,675
+0%
增持
IJJ
ISHARES TR
+$24.5K
1,850
+3%
减持
TFC
TRUIST FINL CORP
+$24.2K
7,257
-1%
增持
TXN
TEXAS INSTRS INC
+$22.3K
1,304
+3%
减持
WFC
WELLS FARGO CO NEW
-$21.9K
4,696
-3%
减持
ABFL
TRIMTABS ETF TR
+$20.3K
8,525
-3%
增持
PFE
PFIZER INC
+$18.7K
7,766
+5%
增持
SYK
STRYKER CORPORATION
+$18.6K
855
+0%
减持
VGT
VANGUARD WORLD FD
+$17.5K
3,058
-1%
减持
HYG
ISHARES TR
-$17.3K
2,830
-11%
增持
FCX
FREEPORT-MCMORAN INC
+$16.8K
4,800
+5%
增持
BOND
PIMCO ETF TR
+$16.7K
4,460
+0%
