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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 23
增持 56
减持 62
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$43.5M
1,190,644
+67%
增持
SPY
SPDR S&P 500 ETF TR
+$5.1M
211,796
+2%
增持
VTI
VANGUARD INDEX FDS
+$3.8M
13,891
+1495%
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
GBIL
GOLDMAN SACHS ETF TR
+$3.2M
80,066
+68%
减持
EWJ
ISHARES INC
-$2.0M
22,578
-53%
增持
IEFA
ISHARES TR
-$1.7M
293,304
+3%
建仓
HGER
HARBOR ETF TRUST
+$1.6M
73,179
增持
VOO
VANGUARD INDEX FDS
+$1.5M
5,236
+106%
增持
IEMG
ISHARES INC
-$1.3M
569,485
+5%
增持
DIVO
AMPLIFY ETF TR
+$1.2M
855,498
+5%
增持
PTMC
PACER FDS TR
+$1.1M
231,762
+15%
增持
IDEV
ISHARES TR
-$1.1M
250,300
+3%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
70,859
+2%
增持
TSLA
TESLA INC
+$1.0M
5,873
+13%
减持
AAPL
APPLE INC
+$959.3K
88,187
-3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$954.2K
220,844
+6%
增持
UITB
VICTORY PORTFOLIOS II
+$921.6K
555,037
+8%
增持
IJH
ISHARES TR
+$874.6K
756,127
+2%
减持
COWZ
PACER FDS TR
-$868.2K
119,943
-9%
减持
TOTL
SSGA ACTIVE ETF TR
-$867.3K
75,763
-19%
增持
PTLC
PACER FDS TR
+$842.7K
349,721
+3%
增持
RUNN
STRATEGIC TRUST
+$818.0K
84,129
+45%
减持
AMZN
AMAZON COM INC
+$746.2K
22,673
-0%
增持
ISTB
ISHARES TR
+$703.5K
712,348
+4%
增持
ORCL
ORACLE CORP
+$691.4K
9,399
+83%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$681.8K
27,823
+54%
建仓
ARCC
ARES CAPITAL CORP
+$663.6K
30,316
增持
MODL
VICTORY PORTFOLIOS II
+$660.6K
81,642
+23%
减持
COM
DIREXION SHS ETF TR
-$640.0K
298,509
-6%
建仓
CCOI
COGENT COMMUNICATIONS HLDGS
+$635.1K
8,241
建仓
OXY
OCCIDENTAL PETE CORP
+$622.3K
12,595
增持
SHY
ISHARES TR
+$613.4K
177,674
+6%
增持
TBIL
RBB FD INC
+$610.0K
30,303
+68%
减持
AVGO
BROADCOM INC
+$596.5K
10,517
-1%
增持
MLPA
GLOBAL X FDS
+$566.8K
119,477
+7%
增持
EMXC
ISHARES INC
-$551.6K
125,752
+2%
增持
GOOG
ALPHABET INC
+$551.0K
12,130
+15%
建仓
ZTS
ZOETIS INC
+$543.4K
3,335
清仓
RBLX
ROBLOX CORP
-$531.1K
0
-100%
减持
GOOGL
ALPHABET INC
+$522.5K
23,628
-1%
减持
JBBB
JANUS DETROIT STR TR
-$493.0K
69,436
-13%
减持
EYLD
CAMBRIA ETF TR
-$487.0K
46,548
-17%
增持
DFNM
DIMENSIONAL ETF TRUST
-$479.0K
696,946
+0%
减持
MSFT
MICROSOFT CORP
-$465.9K
18,333
-4%
建仓
LBRDK
LIBERTY BROADBAND CORP
+$448.6K
6,000
建仓
BLK
BLACKROCK INC
+$437.7K
427
建仓
SPYI
NEOS ETF TRUST
+$406.6K
8,000
减持
AMD
ADVANCED MICRO DEVICES INC
-$374.4K
2,880
-35%
增持
MUNI
PIMCO ETF TR
-$365.1K
431,710
+1%
建仓
CPAY
CORPAY INC
+$360.4K
1,065
增持
PTIN
PACER FDS TR
-$343.8K
233,855
+6%
建仓
UDEC
INNOVATOR ETFS TRUST
+$340.3K
9,699
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$321.0K
5,580
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$317.4K
78,931
-11%
增持
NFLX
NETFLIX INC
+$311.7K
699
+59%
增持
JAAA
JANUS DETROIT STR TR
+$307.6K
143,262
+5%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$302.4K
20,000
增持
IJR
ISHARES TR
+$301.3K
243,969
+3%
建仓
CPRT
COPART INC
+$293.1K
5,107
建仓
PANW
PALO ALTO NETWORKS INC
+$293.0K
1,610
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$292.3K
658
-36%
建仓
VST
VISTRA CORP
+$286.8K
2,080
增持
CRM
SALESFORCE INC
+$283.6K
1,856
+51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$274.5K
11,177
+7%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$273.1K
130,534
-6%
建仓
ENVX
ENOVIX CORPORATION
+$271.8K
25,000
减持
MRK
MERCK & CO INC
-$268.1K
8,114
-14%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$264.4K
4,674
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$250.6K
24,181
+5%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$250.2K
4,717
清仓
XLV
SELECT SECTOR SPDR TR
-$249.2K
0
-100%
减持
LH
LABCORP HOLDINGS INC
-$248.3K
30,001
-6%
减持
XLE
SELECT SECTOR SPDR TR
-$241.0K
7,400
-26%
清仓
FCX
FREEPORT-MCMORAN INC
-$239.6K
0
-100%
建仓
MS
MORGAN STANLEY
+$234.2K
1,863
减持
UNH
UNITEDHEALTH GROUP INC
-$233.1K
2,275
-4%
建仓
COP
CONOCOPHILLIPS
+$231.2K
2,331
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$226.6K
9,940
增持
EJAN
INNOVATOR ETFS TRUST
-$226.2K
135,967
+1%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$225.9K
0
-100%
清仓
PFE
PFIZER INC
-$224.7K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$214.2K
3,229
+6%
清仓
MPC
MARATHON PETE CORP
-$212.6K
0
-100%
清仓
PEP
PEPSICO INC
-$211.7K
0
-100%
增持
RTX
RTX CORPORATION
+$208.7K
7,190
+40%
清仓
SHOP
SHOPIFY INC
-$207.2K
0
-100%
清仓
ADBE
ADOBE INC
-$202.5K
0
-100%
建仓
KLAC
KLA CORP
+$202.3K
321
减持
BCI
ABRDN ETFS
-$199.1K
23,340
-28%
减持
LLY
ELI LILLY & CO
-$185.0K
1,406
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$182.8K
46,720
-0%
减持
IQLT
ISHARES TR
-$174.1K
26,485
-5%
增持
SCHX
SCHWAB STRATEGIC TR
+$164.6K
285,850
+200%
减持
PDEC
INNOVATOR ETFS TRUST
-$163.2K
100,870
-4%
增持
VNQ
VANGUARD INDEX FDS
-$162.2K
50,634
+6%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$159.8K
17,000
减持
WMT
WALMART INC
-$156.5K
12,007
-22%
减持
JPM
JPMORGAN CHASE & CO.
+$154.4K
9,987
-6%
减持
JNJ
JOHNSON & JOHNSON
-$142.6K
4,713
-7%
减持
HD
HOME DEPOT INC
-$141.6K
5,222
-3%
减持
AGG
ISHARES TR
-$139.8K
7,001
-13%
减持
PSEP
INNOVATOR ETFS TRUST
-$139.6K
213,665
-3%
减持
PMAR
INNOVATOR ETFS TRUST
-$138.6K
79,466
-6%
增持
IBTH
ISHARES TR
+$137.5K
280,946
+4%
增持
IWF
ISHARES TR
+$137.3K
4,161
+2%
减持
KJAN
INNOVATOR ETFS TRUST
-$136.8K
331,088
-2%
减持
SUB
ISHARES TR
-$129.6K
87,930
-1%
增持
HON
HONEYWELL INTL INC
+$124.5K
4,108
+6%
减持
GLD
SPDR GOLD TR
-$119.8K
11,241
-4%
减持
CAT
CATERPILLAR INC
-$117.7K
1,887
-8%
减持
EFA
ISHARES TR
-$117.6K
10,490
-4%
减持
PG
PROCTER AND GAMBLE CO
-$115.4K
5,541
-8%
减持
AMGN
AMGEN INC
-$112.7K
1,302
-7%
增持
SLDP
SOLID POWER INC
+$109.3K
90,000
+100%
减持
RUN
SUNRUN INC
-$106.1K
12,020
-0%
减持
V
VISA INC
+$103.5K
5,423
-7%
减持
LOW
LOWES COS INC
-$97.2K
3,083
-3%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$95.3K
7,947
-22%
增持
IEI
ISHARES TR
+$92.7K
204,769
+4%
减持
—
EXXON MOBIL CORP
-$91.2K
8,125
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$90.2K
2,070
-6%
增持
ITOT
ISHARES TR
+$89.9K
7,127
+8%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$89.5K
98,618
+1%
增持
CME
CME GROUP INC
+$83.4K
1,313
+31%
减持
ABBV
ABBVIE INC
-$82.0K
4,138
-0%
减持
VO
VANGUARD INDEX FDS
-$80.4K
22,273
-1%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$78.8K
21,817
-4%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$78.7K
46,926
+2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$75.7K
625
-11%
增持
BAC
BANK AMERICA CORP
+$75.4K
16,726
+1%
增持
UBER
UBER TECHNOLOGIES INC
-$64.4K
6,288
+7%
减持
AMAT
APPLIED MATLS INC
-$64.2K
1,260
-5%
增持
SCHF
SCHWAB STRATEGIC TR
-$61.1K
29,670
+100%
减持
LMT
LOCKHEED MARTIN CORP
-$56.4K
536
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$51.7K
13,435
+7%
减持
MCD
MCDONALDS CORP
-$49.9K
1,122
-9%
增持
CSCO
CISCO SYS INC
+$49.4K
5,367
+6%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$48.1K
90,977
-1%
减持
IGSB
ISHARES TR
-$47.5K
5,360
-13%
减持
WFC
WELLS FARGO CO NEW
+$46.5K
4,438
-5%
增持
SCHD
SCHWAB STRATEGIC TR
-$44.8K
11,051
+169%
减持
KO
COCA COLA CO
-$44.4K
4,583
-0%
减持
UAUG
INNOVATOR ETFS TRUST
-$41.0K
133,775
-2%
减持
MLPB
UBS AG LONDON BRANCH
+$40.8K
57,527
-1%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$32.1K
108,809
-2%
减持
MA
MASTERCARD INCORPORATED
+$31.5K
1,264
-2%
减持
STOT
SSGA ACTIVE TR
-$30.5K
11,167
-4%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$29.8K
11,455
-7%
减持
PJAN
INNOVATOR ETFS TRUST
-$29.5K
8,311
-10%
增持
TJX
TJX COS INC NEW
+$27.2K
2,554
+7%
