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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 23
增持 79
减持 32
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SERIES TRUST
+$10.9M
1,067,035
+13%
减持
SPY
SPDR S&P 500 ETF TR
+$9.8M
212,212
-0%
增持
GLDM
WORLD GOLD TR
+$6.1M
516,830
+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。
增持
QQQI
NEOS ETF TRUST
+$5.1M
208,892
+75%
减持
AAPL
APPLE INC
+$4.4M
93,615
-1%
增持
IEMG
ISHARES INC
+$4.0M
624,177
+1%
增持
IJH
ISHARES TR
+$3.4M
832,346
+1%
清仓
COM
DIREXION SHS ETF TR
-$2.8M
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$2.7M
917,279
+2%
减持
IJR
ISHARES TR
+$2.2M
250,085
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.0M
38,040
+384%
增持
THIR
THOR FINL TECHNOLOGIES TR
+$2.0M
83,152
+279%
减持
NVDA
NVIDIA CORPORATION
+$1.9M
75,724
-2%
增持
ISTB
ISHARES TR
+$1.9M
746,513
+5%
增持
CBTJ
CALAMOS ETF TR
+$1.8M
324,104
+18%
增持
GOOGL
ALPHABET INC
+$1.6M
22,775
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
13,389
+24%
增持
HGER
HARBOR ETF TRUST
+$1.4M
190,457
+33%
增持
UITB
VICTORY PORTFOLIOS II
+$1.4M
620,782
+4%
增持
IEFA
ISHARES TR
+$1.4M
303,686
+1%
增持
PTNQ
PACER FDS TR
+$1.3M
60,855
+28%
增持
IDEV
ISHARES TR
+$1.3M
273,556
+1%
建仓
HCA
HCA HEALTHCARE INC
+$1.2M
2,891
增持
IEI
ISHARES TR
+$1.2M
209,779
+5%
减持
TSLA
TESLA INC
+$1.2M
12,062
-8%
减持
PTLC
PACER FDS TR
+$1.2M
304,631
-0%
减持
ACIO
ETF SER SOLUTIONS
-$1.1M
106,010
-23%
增持
TBIL
RBB FD INC
+$1.1M
39,477
+114%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.0M
680,415
+2%
增持
MODL
VICTORY PORTFOLIOS II
+$994.8K
224,443
+3%
增持
GBIL
GOLDMAN SACHS ETF TR
+$985.5K
107,443
+10%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$985.4K
129,318
-16%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$960.7K
18,500
增持
MSFT
MICROSOFT CORP
+$876.6K
19,735
+5%
增持
SHY
ISHARES TR
+$859.5K
187,878
+6%
增持
MUNI
PIMCO ETF TR
+$824.6K
442,115
+2%
建仓
UPS
UNITED PARCEL SERVICE INC
+$816.5K
9,775
增持
CAT
CATERPILLAR INC
+$739.6K
3,235
+56%
减持
LH
LABCORP HOLDINGS INC
+$719.9K
29,367
-0%
减持
TOTL
SSGA ACTIVE ETF TR
-$714.1K
38,138
-32%
增持
VOO
VANGUARD INDEX FDS
+$690.7K
6,314
+13%
减持
GOOG
ALPHABET INC
+$662.9K
12,226
-6%
增持
GLD
SPDR GOLD TR
+$645.7K
10,903
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$633.0K
288,845
+1%
增持
KJAN
INNOVATOR ETFS TRUST
+$632.6K
214,640
+0%
增持
PYLD
PIMCO ETF TR
+$615.1K
283,310
+8%
减持
AVGO
BROADCOM INC
+$584.6K
12,689
-3%
建仓
HEI
HEICO CORP NEW
+$572.0K
1,772
增持
AMD
ADVANCED MICRO DEVICES INC
+$559.4K
8,083
+53%
增持
JNJ
JOHNSON & JOHNSON
+$550.3K
8,316
+28%
增持
MSTR
STRATEGY INC
+$549.5K
2,743
+232%
增持
SPYG
SPDR SERIES TRUST
+$541.8K
39,672
+5%
增持
UAUG
INNOVATOR ETFS TRUST
+$517.0K
131,225
+6%
建仓
BITU
PROSHARES TR
+$507.2K
9,500
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$489.1K
73,404
+4%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$485.3K
130,070
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$480.5K
10,638
+7%
减持
PTMC
PACER FDS TR
-$478.7K
212,664
-8%
增持
EMXC
ISHARES INC
+$465.3K
101,514
+0%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$461.1K
9,090
建仓
BALT
INNOVATOR ETFS TRUST
+$457.7K
13,945
清仓
VST
VISTRA CORP
-$455.8K
0
-100%
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$440.2K
23,000
增持
CARY
ANGEL OAK FUNDS TRUST
+$438.2K
488,105
+4%
建仓
AMZU
DIREXION SHS ETF TR
+$434.8K
12,500
增持
SUB
ISHARES TR
+$424.0K
88,833
+4%
增持
EOCT
INNOVATOR ETFS TRUST
+$423.7K
143,613
+0%
建仓
KVUE
KENVUE INC
+$414.9K
25,565
增持
QQQ
INVESCO QQQ TR
+$414.5K
1,068
+160%
增持
PDEC
INNOVATOR ETFS TRUST
+$411.7K
120,473
+4%
增持
VO
VANGUARD INDEX FDS
+$406.2K
22,543
+1%
清仓
STOT
SSGA ACTIVE TR
-$403.7K
0
-100%
清仓
ARM
ARM HOLDINGS PLC
-$389.3K
0
-100%
减持
PSEP
INNOVATOR ETFS TRUST
+$372.5K
203,879
-1%
清仓
BCI
ABRDN ETFS
-$361.9K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$352.7K
1,833
-42%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$350.6K
3,202
+87%
建仓
VMC
VULCAN MATLS CO
+$341.8K
1,111
增持
COST
COSTCO WHSL CORP NEW
+$334.8K
2,012
+30%
建仓
VBK
VANGUARD INDEX FDS
+$331.3K
1,113
增持
PJUL
INNOVATOR ETFS TRUST
+$318.5K
152,967
+1%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$314.8K
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
+$310.2K
3,312
+24%
增持
RUNN
STRATEGIC TRUST
+$307.9K
211,583
+3%
增持
MA
MASTERCARD INCORPORATED
+$306.9K
1,890
+38%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$301.9K
31,360
+3%
建仓
PEP
PEPSICO INC
+$292.4K
2,082
建仓
INTC
INTEL CORP
+$289.7K
8,635
建仓
EMR
EMERSON ELEC CO
+$287.2K
2,189
建仓
AFL
AFLAC INC
+$285.7K
2,558
增持
MCD
MCDONALDS CORP
+$283.3K
2,860
+43%
增持
ABBV
ABBVIE INC
+$280.0K
4,517
+9%
清仓
ZTS
ZOETIS INC
-$276.2K
0
-100%
增持
TDVG
T ROWE PRICE ETF INC
+$274.3K
145,822
+1%
增持
VGT
VANGUARD WORLD FD
+$272.1K
3,237
+0%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$265.0K
70,428
+2%
建仓
COWZ
PACER FDS TR
+$254.4K
4,427
建仓
MMM
3M CO
+$242.2K
1,561
减持
HON
HONEYWELL INTL INC
-$241.9K
3,266
-18%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$241.3K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$241.2K
503
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$233.4K
2,490
增持
AMZN
AMAZON COM INC
+$230.3K
23,807
+5%
增持
HD
HOME DEPOT INC
+$228.9K
5,256
+1%
清仓
CPRT
COPART INC
-$227.6K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$221.5K
0
-100%
增持
RTX
RTX CORPORATION
+$220.9K
9,071
+2%
增持
MLPA
GLOBAL X FDS
+$217.9K
132,014
+7%
增持
MS
MORGAN STANLEY
+$216.1K
2,848
+70%
清仓
KLAC
KLA CORP
-$212.3K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$210.9K
1,575
清仓
ISRG
INTUITIVE SURGICAL INC
-$208.7K
0
-100%
增持
BAC
BANK AMERICA CORP
+$207.5K
25,768
+9%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$207.1K
0
-100%
建仓
—
LINDE PLC
+$207.1K
436
清仓
—
LIBERTY MEDIA CORP DEL
-$206.7K
0
-100%
清仓
CPAY
CORPAY INC
-$204.7K
0
-100%
增持
GE
GE AEROSPACE
+$189.8K
1,696
+36%
减持
PMAR
INNOVATOR ETFS TRUST
-$188.7K
57,345
-11%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$187.3K
41,595
-12%
减持
VNQ
VANGUARD INDEX FDS
-$185.3K
51,133
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$177.9K
47,008
-2%
减持
IWF
ISHARES TR
+$177.2K
4,336
-1%
减持
CRM
SALESFORCE INC
-$175.4K
1,193
-29%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$172.1K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$171.7K
6,992
+10%
增持
GEV
GE VERNOVA INC
+$170.5K
662
+48%
增持
DE
DEERE & CO
+$169.1K
1,245
+58%
减持
META
META PLATFORMS INC
-$161.6K
7,595
-2%
增持
JBBB
JANUS DETROIT STR TR
+$155.1K
57,145
+6%
减持
ORCL
ORACLE CORP
+$152.8K
6,694
-15%
增持
SO
SOUTHERN CO
+$152.7K
6,821
+27%
减持
PTIN
PACER FDS TR
+$152.0K
245,998
-3%
增持
ITOT
ISHARES TR
+$151.2K
9,069
+5%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$148.0K
357,336
+2%
增持
MO
ALTRIA GROUP INC
+$139.1K
7,845
+21%
建仓
GCV
GABELLI CONV & INC SECS FD I
+$130.9K
31,694
减持
IWM
ISHARES TR
+$125.8K
6,051
-2%
增持
—
EXXON MOBIL CORP
+$125.4K
9,005
+9%
减持
GS
GOLDMAN SACHS GROUP INC
+$125.4K
2,005
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$125.1K
785
+36%
增持
UBER
UBER TECHNOLOGIES INC
+$120.9K
4,637
+30%
增持
IAU
ISHARES GOLD TR
+$119.2K
11,321
+0%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$117.4K
95,688
-8%
增持
PG
PROCTER AND GAMBLE CO
+$116.8K
7,042
+16%
减持
XPEV
XPENG INC
-$114.7K
10,284
-48%
减持
RUN
SUNRUN INC
+$112.3K
12,345
-0%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$110.1K
73,680
+1%
减持
IWX
ISHARES TR
-$107.8K
5,000
-23%
减持
LLY
ELI LILLY & CO
-$102.9K
1,511
-6%
