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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 42
增持 91
减持 12
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
CBTJ
CALAMOS ETF TR
-$5.8M
157,377
-51%
增持
TBIL
RBB FD INC
+$5.6M
151,497
+284%
增持
SPY
SPDR S&P 500 ETF TR
+$5.2M
214,961
+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。
建仓
CBTY
CALAMOS ETF TR
+$4.8M
219,686
增持
AAPL
APPLE INC
+$4.5M
104,057
+11%
减持
GLDM
WORLD GOLD TR
+$4.3M
512,932
-1%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
92,362
+22%
增持
IJH
ISHARES TR
+$2.9M
867,419
+4%
增持
BIL
SPDR SERIES TRUST
+$2.4M
1,098,043
+3%
增持
MSFT
MICROSOFT CORP
+$2.4M
26,052
+32%
增持
GOOG
ALPHABET INC
+$2.3M
16,902
+38%
增持
AMZN
AMAZON COM INC
+$2.3M
32,670
+37%
增持
GOOGL
ALPHABET INC
+$2.3M
24,918
+9%
增持
QQQI
NEOS ETF TRUST
+$2.2M
251,528
+20%
减持
ACIO
ETF SER SOLUTIONS
-$2.0M
60,131
-43%
增持
THIR
THOR FINL TECHNOLOGIES TR
+$1.9M
141,253
+70%
清仓
FMAR
FIRST TR EXCHNG TRADED FD VI
-$1.9M
0
-100%
增持
UITB
VICTORY PORTFOLIOS II
+$1.9M
662,549
+7%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$1.9M
162,525
+25%
增持
IEMG
ISHARES INC
+$1.8M
639,337
+2%
增持
AVGO
BROADCOM INC
+$1.7M
17,010
+34%
增持
IDEV
ISHARES TR
+$1.6M
284,826
+4%
增持
IWF
ISHARES TR
+$1.5M
7,558
+74%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.4M
707,095
+4%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
8,349
+32%
增持
IEI
ISHARES TR
+$1.3M
220,933
+5%
增持
ISTB
ISHARES TR
+$1.3M
774,461
+4%
增持
LLY
ELI LILLY & CO
+$1.3M
2,277
+51%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$1.2M
16,596
减持
PMAR
INNOVATOR ETFS TRUST
-$1.1M
30,835
-46%
增持
IJR
ISHARES TR
+$1.1M
256,532
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
8,195
+74%
增持
LH
LABCORP HOLDINGS INC
-$1.1M
29,372
+0%
增持
—
EXXON MOBIL CORP
+$1.1M
17,217
+91%
增持
DIVO
AMPLIFY ETF TR
+$1.0M
941,552
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
13,537
+27%
增持
IEFA
ISHARES TR
+$991.8K
307,474
+1%
增持
ABBV
ABBVIE INC
+$982.0K
8,875
+96%
增持
PSEP
INNOVATOR ETFS TRUST
+$838.6K
219,478
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$819.9K
9,935
+23%
增持
BX
BLACKSTONE INC
+$780.9K
6,659
+363%
增持
MODL
VICTORY PORTFOLIOS II
+$780.8K
234,717
+5%
增持
MUNI
PIMCO ETF TR
+$763.9K
455,593
+3%
建仓
MU
MICRON TECHNOLOGY INC
+$756.6K
2,651
增持
V
VISA INC
+$751.9K
7,283
+38%
增持
JNJ
JOHNSON & JOHNSON
+$728.9K
10,973
+32%
增持
MRK
MERCK & CO INC
+$709.7K
12,356
+76%
增持
WMT
WALMART INC
+$695.9K
19,000
+38%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$694.1K
116,040
-10%
建仓
WSM
WILLIAMS SONOMA INC
+$688.1K
3,853
增持
META
META PLATFORMS INC
+$682.2K
9,483
+25%
建仓
CAH
CARDINAL HEALTH INC
+$679.2K
3,305
增持
CARY
ANGEL OAK FUNDS TRUST
+$623.8K
520,038
+7%
增持
LRCX
LAM RESEARCH CORP
+$619.2K
4,849
+208%
增持
MMM
3M CO
+$614.5K
5,351
+243%
增持
RTX
RTX CORPORATION
+$607.8K
11,590
+28%
增持
IWD
ISHARES TR
+$601.3K
4,634
+153%
增持
GS
GOLDMAN SACHS GROUP INC
+$589.5K
2,487
+24%
增持
PDEC
INNOVATOR ETFS TRUST
+$586.0K
130,205
+8%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$582.4K
17,000
增持
BAC
BANK AMERICA CORP
+$578.6K
34,690
+35%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$555.7K
8,483
增持
UDEC
INNOVATOR ETFS TRUST
+$554.0K
59,041
+27%
增持
EMXC
ISHARES INC
+$549.0K
101,846
+0%
增持
TJX
TJX COS INC NEW
+$543.9K
5,610
+155%
减持
JBBB
JANUS DETROIT STR TR
-$537.2K
46,445
-19%
建仓
ISRG
INTUITIVE SURGICAL INC
+$526.7K
930
减持
VNQ
VANGUARD INDEX FDS
-$511.4K
47,047
-8%
清仓
BITU
PROSHARES TR
-$507.2K
0
-100%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$495.5K
12,000
增持
C
CITIGROUP INC
+$491.0K
7,247
+107%
增持
MS
MORGAN STANLEY
+$478.8K
5,247
+84%
增持
SHY
ISHARES TR
+$473.8K
193,916
+3%
增持
PYLD
PIMCO ETF TR
+$460.6K
302,271
+7%
增持
TSLA
TESLA INC
+$441.7K
12,910
+7%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$434.4K
3,767
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$433.7K
380,269
+6%
建仓
CEG
CONSTELLATION ENERGY CORP
+$432.4K
1,224
建仓
FCX
FREEPORT-MCMORAN INC
+$428.8K
8,442
建仓
FDX
FEDEX CORP
+$418.6K
1,449
建仓
GD
GENERAL DYNAMICS CORP
+$415.8K
1,235
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$415.7K
1,274
+92%
增持
PANW
PALO ALTO NETWORKS INC
+$410.6K
3,998
+150%
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$409.4K
10,000
减持
NVDY
TIDAL TRUST II
-$408.4K
25,400
-45%
增持
BLK
BLACKROCK INC
+$404.1K
969
+78%
增持
PTNQ
PACER FDS TR
+$397.0K
65,036
+7%
建仓
GILD
GILEAD SCIENCES INC
+$389.2K
3,171
增持
GE
GE AEROSPACE
+$388.7K
2,919
+72%
增持
KO
COCA COLA CO
+$387.3K
13,989
+57%
建仓
NEE
NEXTERA ENERGY INC
+$381.2K
4,748
建仓
VST
VISTRA CORP
+$372.8K
2,311
增持
CSCO
CISCO SYS INC
+$371.5K
11,111
+57%
增持
DIS
DISNEY WALT CO
+$369.0K
5,855
+126%
建仓
DG
DOLLAR GEN CORP NEW
+$367.9K
2,771
增持
HGER
HARBOR ETF TRUST
+$360.7K
212,511
+12%
减持
TOTL
SSGA ACTIVE ETF TR
-$356.9K
29,575
-22%
建仓
PSX
PHILLIPS 66
+$352.9K
2,735
减持
HON
HONEYWELL INTL INC
-$350.6K
1,727
-47%
增持
IWM
ISHARES TR
+$346.2K
7,354
+22%
增持
VUG
VANGUARD INDEX FDS
+$346.1K
1,204
+139%
减持
GLD
SPDR GOLD TR
+$343.4K
10,646
-2%
建仓
VTV
VANGUARD INDEX FDS
+$340.2K
1,781
建仓
SHW
SHERWIN WILLIAMS CO
+$336.3K
1,038
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$330.6K
8,000
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$329.7K
43,161
+13%
建仓
BND
VANGUARD BD INDEX FDS
+$324.8K
4,385
建仓
KLAC
KLA CORP
+$324.4K
267
增持
PTLC
PACER FDS TR
+$322.6K
305,940
+0%
增持
CAT
CATERPILLAR INC
+$315.4K
3,245
+0%
增持
AXP
AMERICAN EXPRESS CO
+$305.8K
2,204
+44%
增持
SUB
ISHARES TR
+$295.4K
91,668
+3%
建仓
SLB
SLB LIMITED
+$293.8K
7,656
建仓
PKG
PACKAGING CORP AMER
+$290.6K
1,409
增持
HCA
HCA HEALTHCARE INC
+$288.0K
3,256
+13%
建仓
DVN
DEVON ENERGY CORP NEW
+$287.6K
7,852
清仓
AFL
AFLAC INC
-$285.7K
0
-100%
建仓
—
ASML HOLDING N V
+$284.6K
266
增持
TFC
TRUIST FINL CORP
+$281.2K
15,753
+46%
增持
MLPA
GLOBAL X FDS
+$279.6K
137,817
+4%
建仓
EEM
ISHARES TR
+$279.2K
5,103
增持
VRT
VERTIV HOLDINGS CO
+$273.6K
3,334
+89%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$269.8K
4,804
+50%
建仓
FLRN
SPDR SERIES TRUST
+$268.8K
8,747
建仓
FICO
FAIR ISAAC CORP
+$267.1K
158
增持
ORCL
ORACLE CORP
-$266.2K
8,293
+24%
增持
PTIN
PACER FDS TR
+$265.5K
246,776
+0%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$264.9K
584
建仓
MAS
MASCO CORP
+$264.8K
4,173
建仓
NUE
NUCOR CORP
+$263.4K
1,615
增持
KJAN
INNOVATOR ETFS TRUST
+$263.1K
215,473
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$262.1K
20,316
+58%
增持
SBUX
STARBUCKS CORP
+$261.5K
5,773
+117%
清仓
COWZ
PACER FDS TR
-$254.4K
0
-100%
建仓
—
ASTRAZENECA PLC
+$253.2K
2,754
增持
KVUE
KENVUE INC
+$252.9K
38,716
+51%
增持
NKE
NIKE INC
+$252.7K
8,335
+109%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$251.3K
3,000
增持
UPS
UNITED PARCEL SERVICE INC
+$248.1K
10,733
+10%
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$247.9K
6,400
增持
UNP
UNION PAC CORP
+$246.2K
2,304
+90%
建仓
MUB
ISHARES TR
+$242.9K
2,268
增持
CVX
CHEVRON CORP NEW
+$242.9K
8,718
+25%
建仓
UL
UNILEVER PLC
+$240.6K
3,679
增持
ITOT
ISHARES TR
+$238.7K
10,489
+16%
建仓
LQDA
LIQUIDIA CORPORATION
+$236.1K
6,844
增持
TDVG
T ROWE PRICE ETF INC
+$235.5K
147,783
+1%
清仓
JGRO
J P MORGAN EXCHANGE TRADED F
-$233.4K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$233.3K
4,503
-50%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$232.3K
2,436
