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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 30
增持 51
减持 53
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SERIES TRUST
-$15.9M
948,411
-15%
增持
SPY
SPDR S&P 500 ETF TR
+$15.3M
212,931
+2%
建仓
CBTJ
CALAMOS ETF TR
+$7.4M
274,712
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
JAAA
JANUS DETROIT STR TR
-$7.4M
0
-100%
建仓
PYLD
PIMCO ETF TR
+$7.0M
263,335
建仓
QQQI
NEOS ETF TRUST
+$6.2M
119,401
建仓
TDVG
T ROWE PRICE ETF INC
+$6.1M
144,787
清仓
COWZ
PACER FDS TR
-$6.1M
0
-100%
增持
IJH
ISHARES TR
+$5.8M
820,549
+6%
建仓
ACIO
ETF SER SOLUTIONS
+$5.7M
137,937
减持
COM
DIREXION SHS ETF TR
-$5.5M
102,771
-64%
增持
IEMG
ISHARES INC
+$4.5M
619,609
+2%
增持
MODL
VICTORY PORTFOLIOS II
+$4.1M
217,591
+60%
建仓
EOCT
INNOVATOR ETFS TRUST
+$4.0M
142,999
减持
NVDA
NVIDIA CORPORATION
+$3.8M
77,122
-0%
建仓
SPYG
SPDR SERIES TRUST
+$3.6M
37,813
减持
KJAN
INNOVATOR ETFS TRUST
-$3.6M
214,227
-34%
建仓
PTNQ
PACER FDS TR
+$3.4M
47,385
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$3.2M
154,849
-31%
增持
DIVO
AMPLIFY ETF TR
+$3.1M
897,755
+4%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$3.0M
0
-100%
增持
IEFA
ISHARES TR
+$2.8M
300,755
+2%
减持
PTLC
PACER FDS TR
-$2.7M
305,577
-14%
增持
TSLA
TESLA INC
+$2.6M
13,147
+114%
增持
IDEV
ISHARES TR
+$2.5M
271,254
+3%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$2.5M
70,565
+81%
减持
MSFT
MICROSOFT CORP
+$2.1M
18,787
-3%
增持
IJR
ISHARES TR
+$2.0M
251,359
+3%
减持
GLDM
WORLD GOLD TR
-$1.9M
510,400
-11%
减持
AVGO
BROADCOM INC
+$1.4M
13,066
-0%
减持
DFNM
DIMENSIONAL ETF TRUST
-$1.4M
667,113
-4%
增持
META
META PLATFORMS INC
+$1.4M
7,776
+3%
增持
RUNN
STRATEGIC TRUST
+$1.2M
205,175
+16%
减持
VTI
VANGUARD INDEX FDS
-$1.2M
7,594
-40%
增持
EMXC
ISHARES INC
+$1.1M
101,171
+5%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$1.1M
69,046
-29%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$993.4K
0
-100%
减持
JBBB
JANUS DETROIT STR TR
-$894.0K
53,880
-25%
增持
HGER
HARBOR ETF TRUST
+$866.2K
143,524
+32%
减持
IEI
ISHARES TR
-$776.2K
200,198
-4%
增持
PDEC
INNOVATOR ETFS TRUST
+$768.7K
116,235
+13%
减持
GBIL
GOLDMAN SACHS ETF TR
-$739.9K
97,688
-7%
减持
LH
LABCORP HOLDINGS INC
+$728.9K
29,371
-2%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$690.2K
47,210
-29%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$670.6K
10,788
-3%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$662.7K
30,574
+7%
建仓
THIR
THOR FINL TECHNOLOGIES TR
+$641.5K
21,945
增持
PJUL
INNOVATOR ETFS TRUST
+$640.4K
151,808
+1%
建仓
SLDP
SOLID POWER INC
+$591.3K
270,000
减持
IBTH
ISHARES TR
-$535.6K
252,122
-9%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$520.0K
127,812
+1%
增持
AAPL
APPLE INC
-$519.7K
94,904
+5%
增持
UITB
VICTORY PORTFOLIOS II
+$519.5K
596,398
+2%
增持
PSEP
INNOVATOR ETFS TRUST
+$516.1K
205,041
+0%
清仓
CCOI
COGENT COMMUNICATIONS HLDGS
-$505.3K
0
-100%
增持
UDEC
INNOVATOR ETFS TRUST
+$496.0K
48,422
+31%
增持
SPYI
NEOS ETF TRUST
+$465.0K
14,000
+180%
减持
TOTL
SSGA ACTIVE ETF TR
-$464.7K
56,380
-17%
减持
VO
VANGUARD INDEX FDS
+$458.2K
22,212
-0%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$452.3K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$447.3K
5,274
+80%
增持
VOO
VANGUARD INDEX FDS
+$402.8K
5,591
+4%
减持
GOOG
ALPHABET INC
-$394.4K
13,048
-25%
减持
JPM
JPMORGAN CHASE & CO.
+$389.2K
9,917
-2%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$373.1K
103,488
-1%
减持
VGT
VANGUARD WORLD FD
+$370.5K
3,234
-1%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$364.4K
0
-100%
增持
IWF
ISHARES TR
+$347.6K
4,366
+5%
增持
NVDY
TIDAL TR II
+$341.3K
46,400
+63%
减持
UAUG
INNOVATOR ETFS TRUST
+$332.0K
124,014
-0%
减持
CRM
SALESFORCE INC
-$314.8K
1,680
-42%
清仓
VXUS
VANGUARD STAR FDS
-$306.8K
0
-100%
减持
EWJ
ISHARES INC
-$306.5K
3,968
-55%
增持
NFLX
NETFLIX INC
+$306.0K
739
+1%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$302.8K
5,575
减持
AMZN
AMAZON COM INC
+$302.8K
22,777
-8%
减持
ORCL
ORACLE CORP
+$298.3K
7,912
-23%
减持
GS
GOLDMAN SACHS GROUP INC
+$288.8K
2,079
-4%
建仓
NKE
NIKE INC
+$286.4K
4,031
增持
KO
COCA COLA CO
+$267.4K
8,968
+75%
建仓
DNUT
KRISPY KREME INC
+$264.8K
91,000
清仓
NYF
ISHARES TR
-$263.3K
0
-100%
减持
ZTS
ZOETIS INC
-$262.2K
1,771
-46%
减持
GOOGL
ALPHABET INC
+$260.9K
22,439
-6%
清仓
PYPL
PAYPAL HLDGS INC
-$258.7K
0
-100%
减持
EYLD
CAMBRIA ETF TR
-$257.4K
12,275
-44%
建仓
BX
BLACKSTONE INC
+$238.4K
1,594
建仓
MS
MORGAN STANLEY
+$236.6K
1,680
建仓
GEV
GE VERNOVA INC
+$236.5K
447
增持
XLK
SELECT SECTOR SPDR TR
+$236.1K
3,284
+14%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$233.5K
1,713
建仓
IYW
ISHARES TR
+$230.3K
1,329
建仓
VRT
VERTIV HOLDINGS CO
+$226.9K
1,767
建仓
QQQ
INVESCO QQQ TR
+$226.7K
411
清仓
SIRI
SIRIUSXM HOLDINGS INC
-$224.1K
0
-100%
增持
RTX
RTX CORPORATION
+$223.5K
8,882
+10%
建仓
VTV
VANGUARD INDEX FDS
+$221.5K
1,253
清仓
XLV
SELECT SECTOR SPDR TR
-$218.9K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$218.6K
1,194
清仓
COP
CONOCOPHILLIPS
-$217.6K
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$215.8K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$215.8K
47,898
+1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$212.6K
0
-100%
减持
EJAN
INNOVATOR ETFS TRUST
+$212.1K
129,107
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$212.1K
4,549
+0%
减持
CVX
CHEVRON CORP NEW
-$210.1K
6,384
-5%
建仓
ISRG
INTUITIVE SURGICAL INC
+$208.7K
384
建仓
CARR
CARRIER GLOBAL CORPORATION
+$207.1K
2,830
建仓
—
LIBERTY MEDIA CORP DEL
+$206.7K
2,601
增持
CRWD
CROWDSTRIKE HLDGS INC
+$203.0K
1,160
+5%
清仓
SNPS
SYNOPSYS INC
-$202.8K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$200.1K
1,501
减持
LBRDK
LIBERTY BROADBAND CORP
-$195.5K
3,200
-47%
增持
WMT
WALMART INC
+$183.1K
14,082
+4%
增持
ITOT
ISHARES TR
+$180.6K
8,662
+7%
减持
PTMC
PACER FDS TR
-$177.6K
232,058
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$176.9K
5,600
-20%
增持
IVV
ISHARES TR
+$175.2K
2,207
+4%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$167.6K
19,150
减持
CPAY
CORPAY INC
-$167.0K
617
-42%
增持
PTIN
PACER FDS TR
+$163.3K
253,139
+3%
减持
VST
VISTRA CORP
+$163.3K
2,352
-6%
建仓
RXO
RXO INC
+$157.2K
10,000
增持
MRK
MERCK & CO INC
+$152.9K
6,653
+60%
增持
CAT
CATERPILLAR INC
+$151.3K
2,071
+5%
增持
UMAR
INNOVATOR ETFS TRUST
+$150.8K
30,475
+9%
增持
HYG
ISHARES TR
+$148.4K
4,750
+60%
增持
BAC
BANK AMERICA CORP
+$147.8K
23,708
+2%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$141.4K
351,639
+0%
建仓
PKST
PEAKSTONE REALTY TRUST
+$139.9K
10,590
减持
EVER
EVERQUOTE INC
-$138.7K
33,000
-8%
增持
ARM
ARM HOLDINGS PLC
+$135.8K
2,407
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$131.0K
3,160
+48%
减持
SHY
ISHARES TR
-$130.3K
177,732
-1%
减持
TBIL
RBB FD INC
-$128.6K
18,462
-12%
减持
ARCC
ARES CAPITAL CORP
-$114.5K
18,316
-21%
减持
HD
HOME DEPOT INC
-$114.1K
5,185
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$113.0K
1,863
+19%
减持
IWX
ISHARES TR
-$110.2K
6,500
-19%
减持
—
EXXON MOBIL CORP
-$109.3K
8,255
-2%
增持
PM
PHILIP MORRIS INTL INC
+$106.5K
2,075
+21%
减持
PG
PROCTER AND GAMBLE CO
-$104.0K
6,058
-3%
增持
VNQ
VANGUARD INDEX FDS
+$103.3K
54,569
+4%
建仓
RUN
SUNRUN INC
+$101.1K
12,365
增持
BLK
BLACKROCK INC
+$99.7K
565
+8%
减持
IWR
ISHARES TR
+$98.6K
17,994
-2%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$97.9K
5,980
-29%
减持
—
AON PLC
-$95.4K
1,414
-6%
增持
DIS
DISNEY WALT CO
+$93.9K
2,576
+13%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$92.8K
7,852
-5%
