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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 20
增持 66
减持 50
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$7.8M
207,919
-2%
减持
BIL
SPDR SER TR
-$5.9M
1,122,172
-6%
减持
GLDM
WORLD GOLD TR
+$5.2M
570,860
-1%
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
VTWO
VANGUARD SCOTTSDALE FDS
-$3.2M
12,318
-74%
增持
IEMG
ISHARES INC
+$3.0M
606,197
+6%
增持
RUNN
STRATEGIC TRUST
+$3.0M
176,249
+109%
增持
IJR
ISHARES TR
-$2.6M
244,002
+0%
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.5M
105,044
+31%
增持
AAPL
APPLE INC
-$2.1M
89,997
+2%
增持
UITB
VICTORY PORTFOLIOS II
+$2.0M
586,983
+6%
增持
IDEV
ISHARES TR
+$2.0M
263,388
+5%
增持
IJH
ISHARES TR
-$2.0M
773,320
+2%
增持
MODL
VICTORY PORTFOLIOS II
+$2.0M
135,594
+66%
增持
IEFA
ISHARES TR
+$1.7M
294,718
+0%
清仓
RSPG
INVESCO EXCHANGE TRADED FD T
-$1.7M
0
-100%
减持
EMXC
ISHARES INC
-$1.7M
96,390
-23%
增持
NVDA
NVIDIA CORPORATION
-$1.1M
77,420
+9%
增持
HGER
HARBOR ETF TRUST
+$1.0M
108,939
+49%
增持
IEI
ISHARES TR
+$956.7K
208,387
+2%
增持
UDEC
INNOVATOR ETFS TRUST
+$928.1K
36,982
+281%
减持
EWJ
ISHARES INC
-$911.0K
8,810
-61%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$844.8K
11,099
-1%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$796.1K
225,089
+2%
减持
KJAN
INNOVATOR ETFS TRUST
-$782.7K
324,103
-2%
增持
GOOGL
ALPHABET INC
-$779.2K
23,884
+1%
增持
TSLA
TESLA INC
-$776.1K
6,157
+5%
减持
EYLD
CAMBRIA ETF TR
-$756.6K
22,072
-53%
减持
COWZ
PACER FDS TR
-$723.5K
110,498
-8%
增持
PTIN
PACER FDS TR
+$690.8K
244,893
+5%
清仓
OXY
OCCIDENTAL PETE CORP
-$622.3K
0
-100%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$615.5K
39,000
+40%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$608.2K
66,520
-16%
增持
ISTB
ISHARES TR
+$587.7K
715,959
+1%
减持
FTRE
FORTREA HLDGS INC
-$548.8K
31,700
-25%
减持
PMAR
INNOVATOR ETFS TRUST
-$534.3K
66,595
-16%
减持
VTI
VANGUARD INDEX FDS
-$518.2K
12,762
-8%
减持
PSEP
INNOVATOR ETFS TRUST
-$483.1K
204,844
-4%
增持
DIVO
AMPLIFY ETF TR
+$479.1K
861,165
+1%
建仓
SO
SOUTHERN CO
+$465.4K
5,061
增持
PTLC
PACER FDS TR
-$462.6K
354,257
+1%
减持
TBIL
RBB FD INC
-$459.3K
21,027
-31%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$453.8K
86,274
-5%
减持
UAUG
INNOVATOR ETFS TRUST
-$441.2K
124,467
-7%
增持
MSFT
MICROSOFT CORP
-$438.5K
19,417
+6%
建仓
NVDY
TIDAL TR II
+$436.8K
28,400
减持
MRK
MERCK & CO INC
-$433.4K
4,164
-49%
减持
GLD
SPDR GOLD TR
+$430.8K
10,941
-3%
增持
GOOG
ALPHABET INC
+$399.1K
17,340
+43%
增持
DUK
DUKE ENERGY CORP NEW
+$394.1K
9,101
+37%
增持
CARY
ANGEL OAK FUNDS TRUST
+$391.4K
468,262
+3%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$387.8K
1,100
清仓
—
MATTERPORT INC
-$357.9K
0
-100%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$346.7K
104,576
-4%
建仓
QYLD
GLOBAL X FDS
+$343.6K
20,663
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$332.8K
4,540
+25%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$328.5K
126,335
-3%
减持
SCHX
SCHWAB STRATEGIC TR
-$324.4K
285,400
-0%
增持
JNJ
JOHNSON & JOHNSON
+$321.7K
6,050
+28%
建仓
PFE
PFIZER INC
+$321.1K
12,670
建仓
ABT
ABBOTT LABS
+$314.0K
2,367
减持
MLPA
GLOBAL X FDS
+$312.7K
116,778
-2%
建仓
VXUS
VANGUARD STAR FDS
+$306.8K
4,940
建仓
T
AT&T INC
+$295.7K
10,455
增持
SHY
ISHARES TR
+$291.4K
179,586
+1%
减持
DFNM
DIMENSIONAL ETF TRUST
-$283.8K
693,911
-0%
增持
AMZN
AMAZON COM INC
-$280.0K
24,673
+9%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$279.4K
5,496
清仓
DOV
DOVER CORP
-$278.9K
0
-100%
增持
PTMC
PACER FDS TR
-$277.9K
239,070
+3%
增持
MCD
MCDONALDS CORP
+$273.9K
1,918
+71%
清仓
ENVX
ENOVIX CORPORATION
-$271.8K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$271.5K
1,710
减持
TOTL
SSGA ACTIVE ETF TR
-$258.2K
67,663
-11%
建仓
C
CITIGROUP INC
+$247.1K
3,481
增持
VNQ
VANGUARD INDEX FDS
+$246.1K
52,536
+4%
增持
RTX
RTX CORPORATION
+$241.4K
8,104
+13%
增持
AVGO
BROADCOM INC
-$240.1K
13,129
+25%
增持
BAC
BANK AMERICA CORP
+$239.0K
23,342
+40%
建仓
MSTR
MICROSTRATEGY INC
+$238.4K
827
清仓
MS
MORGAN STANLEY
-$234.2K
0
-100%
增持
VGT
VANGUARD WORLD FD
-$233.2K
3,271
+1%
建仓
UNP
UNION PAC CORP
+$230.1K
974
建仓
DIS
DISNEY WALT CO
+$225.5K
2,285
建仓
SBUX
STARBUCKS CORP
+$222.9K
2,272
建仓
XLV
SELECT SECTOR SPDR TR
+$218.9K
1,499
建仓
CSGP
COSTAR GROUP INC
+$215.8K
2,724
清仓
ISRG
INTUITIVE SURGICAL INC
-$214.0K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$212.6K
1,933
增持
CVX
CHEVRON CORP NEW
+$210.4K
6,720
+7%
减持
AGG
ISHARES TR
-$207.4K
4,761
-32%
清仓
AMAT
APPLIED MATLS INC
-$204.9K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$202.8K
473
清仓
OBIL
RBB FD INC
-$202.0K
0
-100%
增持
LLY
ELI LILLY & CO
+$201.3K
1,558
+11%
增持
COST
COSTCO WHSL CORP NEW
+$193.3K
1,551
+12%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$187.6K
97,027
-2%
减持
IWM
ISHARES TR
-$183.2K
6,640
-3%
增持
CSCO
CISCO SYS INC
+$171.0K
7,920
+48%
清仓
SLDP
SOLID POWER INC
-$170.1K
0
-100%
减持
SPYI
NEOS ETF TRUST
-$167.1K
5,000
-38%
增持
IWF
ISHARES TR
-$164.9K
4,171
+0%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$161.5K
4,665
-41%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$159.8K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$159.6K
10,465
-34%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$158.8K
8,430
-26%
增持
CRM
SALESFORCE INC
+$152.4K
2,880
+55%
减持
ARCC
ARES CAPITAL CORP
-$146.9K
23,316
-23%
增持
META
META PLATFORMS INC
+$142.6K
7,586
+5%
减持
SUB
ISHARES TR
-$142.1K
86,484
-2%
增持
PG
PROCTER AND GAMBLE CO
+$140.2K
6,274
+13%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$137.6K
8,286
+76%
增持
ORCL
ORACLE CORP
-$134.7K
10,239
+9%
减持
UBER
UBER TECHNOLOGIES INC
-$134.5K
3,360
-47%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$131.2K
7,915
+42%
增持
JAAA
JANUS DETROIT STR TR
+$128.0K
145,787
+2%
减持
VO
VANGUARD INDEX FDS
-$125.6K
22,262
-0%
增持
—
EXXON MOBIL CORP
+$125.1K
8,401
+3%
增持
MO
ALTRIA GROUP INC
+$125.1K
6,501
+28%
增持
DE
DEERE & CO
+$122.4K
722
+41%
增持
WFC
WELLS FARGO CO NEW
+$119.5K
6,006
+35%
清仓
PKST
PEAKSTONE REALTY TRUST
-$117.2K
0
-100%
减持
ABBV
ABBVIE INC
+$115.7K
4,062
-2%
减持
STOT
SSGA ACTIVE TR
-$113.4K
8,675
-22%
增持
TFC
TRUIST FINL CORP
+$112.0K
10,881
+41%
增持
IQLT
ISHARES TR
+$111.6K
27,583
+4%
清仓
RUN
SUNRUN INC
-$111.2K
0
-100%
增持
WMT
WALMART INC
+$108.9K
13,598
+13%
减持
COM
DIREXION SHS ETF TR
-$102.9K
284,625
-5%
减持
LH
LABCORP HOLDINGS INC
+$101.4K
29,996
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$100.0K
5,974
+28%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$95.7K
47,575
+2%
清仓
AEVA
AEVA TECHNOLOGIES INC
-$95.0K
0
-100%
减持
V
VISA INC
+$94.8K
5,161
-5%
减持
MLPB
UBS AG LONDON BRANCH
+$92.5K
55,527
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$91.9K
10,134
+1%
增持
SYK
STRYKER CORPORATION
+$91.5K
1,070
+26%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$89.8K
28,569
+18%
减持
HON
HONEYWELL INTL INC
-$89.6K
3,959
-4%
减持
PYPL
PAYPAL HLDGS INC
-$88.8K
3,965
-3%
增持
PJUL
INNOVATOR ETFS TRUST
-$88.3K
149,698
+1%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$86.6K
71,955
-1%
增持
LOW
LOWES COS INC
+$84.1K
3,623
+18%
增持
KO
COCA COLA CO
+$81.8K
5,126
+12%
减持
SMMU
PIMCO ETF TR
-$80.8K
21,950
-7%
减持
BSV
VANGUARD BD INDEX FDS
-$80.4K
12,235
-9%
增持
SPYD
SPDR SER TR
+$80.1K
25,746
+5%
减持
EJAN
INNOVATOR ETFS TRUST
-$78.6K
129,782
-5%
减持
ABFL
ABACUS FCF ETF TR
-$78.4K
7,250
-11%
增持
JBBB
JANUS DETROIT STR TR
+$78.1K
71,740
+3%
