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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 39
增持 63
减持 35
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SERIES TRUST
+$20.5M
1,318,642
+20%
增持
HYG
ISHARES TR
+$13.7M
176,802
+3690%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$10.8M
228,988
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
IFLN
INVESCO EXCH TRADED FD TR II
-$7.1M
0
-100%
清仓
IBTH
ISHARES TR
-$5.7M
0
-100%
减持
PYLD
PIMCO ETF TR
-$5.2M
109,925
-64%
建仓
TOWN
TOWNEBANK PORTSMOUTH VA
+$4.9M
144,080
减持
AAPL
APPLE INC
-$4.4M
94,269
-9%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$4.2M
219,009
+2%
增持
IJH
ISHARES TR
+$4.1M
908,796
+5%
增持
TBIL
RBB FD INC
+$3.7M
224,867
+48%
减持
GLDM
WORLD GOLD TR
+$3.6M
510,875
-0%
建仓
MIAX
MIAMI INTL HLDGS INC
+$3.4M
86,960
增持
SUB
ISHARES TR
+$2.8M
118,521
+29%
增持
IEMG
ISHARES INC
+$2.8M
656,127
+3%
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.8M
133,676
+26%
增持
ISTB
ISHARES TR
+$2.7M
834,719
+8%
增持
UITB
VICTORY PORTFOLIOS II
+$2.5M
720,875
+9%
增持
MSFT
MICROSOFT CORP
-$2.4M
27,460
+5%
增持
DIVO
AMPLIFY ETF TR
+$2.1M
981,793
+4%
增持
HGER
HARBOR ETF TRUST
+$2.1M
238,344
+12%
增持
IJR
ISHARES TR
+$2.1M
264,674
+3%
建仓
QQWZ
PACER FDS TR
+$1.8M
69,180
增持
IEI
ISHARES TR
+$1.8M
237,478
+7%
减持
CBTJ
CALAMOS ETF TR
-$1.7M
93,554
-41%
增持
IDEV
ISHARES TR
+$1.7M
301,018
+6%
增持
PDEC
INNOVATOR ETFS TRUST
+$1.5M
168,601
+29%
增持
CBTY
CALAMOS ETF TR
+$1.4M
317,010
+44%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.4M
739,735
+5%
清仓
PMAR
INNOVATOR ETFS TRUST
-$1.4M
0
-100%
增持
MLPA
GLOBAL X FDS
+$1.2M
146,259
+6%
增持
THIR
THOR FINL TECHNOLOGIES TR
+$1.2M
184,928
+31%
减持
JBBB
JANUS DETROIT STR TR
-$1.2M
22,245
-52%
减持
LH
LABCORP HOLDINGS INC
-$1.1M
23,409
-20%
减持
TSLA
TESLA INC
-$1.1M
12,688
-2%
增持
SHY
ISHARES TR
+$1.0M
207,071
+7%
增持
MU
MICRON TECHNOLOGY INC
+$970.1K
5,111
+93%
增持
MUNI
PIMCO ETF TR
+$955.6K
475,823
+4%
增持
EMXC
ISHARES INC
+$951.3K
106,197
+4%
增持
—
EXXON MOBIL CORP
+$912.0K
17,588
+2%
减持
META
META PLATFORMS INC
-$888.3K
9,388
-1%
增持
PTLC
PACER FDS TR
-$873.0K
307,495
+1%
减持
GOOGL
ALPHABET INC
-$862.2K
24,124
-3%
减持
RUNN
STRATEGIC TRUST
-$836.3K
196,138
-9%
增持
NVDA
NVIDIA CORPORATION
-$836.3K
93,975
+2%
增持
IEFA
ISHARES TR
+$816.5K
312,859
+2%
减持
JTEK
J P MORGAN EXCHANGE TRADED F
-$798.2K
26,067
-18%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$754.3K
107,888
-7%
清仓
KVUE
KENVUE INC
-$667.9K
0
-100%
减持
ACIO
ETF SER SOLUTIONS
-$633.7K
47,522
-21%
增持
AMZN
AMAZON COM INC
-$624.4K
33,209
+2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$602.3K
2,569
+13%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$590.7K
9,739
增持
RXO
RXO INC
+$590.1K
49,017
+390%
建仓
MSFU
DIREXION SHARES ETF TRUST
+$563.7K
24,500
清仓
AKRE
PROFESIONALLY MANAGED PORTFO
-$555.7K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$539.0K
9,027
+4%
减持
UPS
UNITED PARCEL SVCS INC
-$536.2K
5,371
-50%
增持
VRT
VERTIV HOLDINGS CO
+$530.6K
4,273
+28%
建仓
DOW
DOW HLDGS INC
+$530.5K
12,737
减持
ORCL
ORACLE CORP
-$528.1K
7,398
-11%
增持
PTMC
PACER FDS TR
+$526.8K
224,935
+4%
建仓
EIX
EDISON INTL
+$501.6K
6,855
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$499.5K
42,777
-1%
减持
SLI
STANDARD LITHIUM LTD
-$494.9K
256,000
-16%
减持
SPYG
SPDR SERIES TRUST
-$492.0K
39,390
-3%
建仓
BKNG
BOOKING HOLDINGS INC
+$475.8K
113
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$458.8K
13,210
-2%
增持
AVGO
BROADCOM INC
-$458.4K
17,540
+3%
增持
PTIN
PACER FDS TR
+$454.9K
252,645
+2%
增持
UDEC
INNOVATOR ETFS TRUST
+$440.5K
71,598
+21%
增持
GOOG
ALPHABET INC
-$420.3K
17,024
+1%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$411.0K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$410.8K
8,000
+167%
增持
PSX
PHILLIPS 66
+$402.4K
4,146
+52%
增持
CARY
ANGEL OAK FUNDS TRUST
+$399.9K
540,604
+4%
建仓
FIX
COMFORT SYS USA INC
+$398.5K
289
减持
IWF
ISHARES TR
-$392.8K
7,468
-1%
减持
JPM
JPMORGAN CHASE & CO
-$391.3K
13,498
-0%
减持
TDVG
T ROWE PRICE ETF INC
-$385.2K
140,277
-5%
减持
V
VISA INC
-$384.8K
7,178
-1%
增持
MODL
VICTORY PORTFOLIOS II
+$374.6K
257,963
+10%
建仓
KMI
KINDER MORGAN INC DEL
+$371.5K
11,081
清仓
NVDY
TIDAL TRUST II
-$371.1K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$370.9K
480
增持
GLW
CORNING INC
+$363.6K
4,215
+76%
减持
EVER
EVERQUOTE INC
-$355.7K
29,507
-2%
减持
JNJ
JOHNSON & JOHNSON
+$351.7K
10,729
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$351.5K
8,564
+5%
建仓
CRWV
COREWEAVE INC
+$348.6K
4,500
建仓
PCG
PG&E CORP
+$345.5K
19,663
增持
IAU
ISHARES GOLD TR
+$343.5K
14,300
+27%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$342.3K
79,281
+12%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$338.1K
863
建仓
NPFI
NUSHARES ETF TR
+$335.0K
13,000
减持
CAT
CATERPILLAR INC
+$333.0K
3,094
-5%
建仓
GRNY
TIDAL TRUST I
+$333.0K
13,950
增持
PEP
PEPSICO INC
+$328.5K
4,131
+89%
建仓
GIS
GENERAL MILLS INC
+$324.8K
8,727
建仓
DHR
DANAHER CORP DEL
+$317.8K
1,676
建仓
MRSH
MARSH & MCLENNAN COS INC
+$316.5K
1,825
增持
KJAN
INNOVATOR ETFS TRUST
+$315.0K
221,463
+3%
增持
PTNQ
PACER FDS TR
-$307.7K
65,890
+1%
建仓
WDC
WESTERN DIGITAL CORP
+$306.5K
1,133
增持
EJAN
INNOVATOR ETFS TRUST
+$306.1K
129,170
+7%
减持
VTI
VANGUARD INDEX FDS
-$303.8K
5,939
-10%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$296.6K
160,460
-1%
增持
FCX
FREEPORT MCMORAN INC
+$295.6K
12,323
+46%
增持
AMAT
APPLIED MATLS INC
+$294.2K
1,694
+53%
增持
FDX
FEDEX CORP
+$291.0K
1,992
+37%
建仓
COF
CAPITAL ONE FINL CORP
+$287.5K
1,576
建仓
GM
GENERAL MTRS CO
+$284.5K
3,819
减持
JPEF
J P MORGAN EXCHANGE TRADED F
-$284.5K
74,642
-1%
减持
HCA
HCA HEALTHCARE INC
-$281.6K
2,617
-20%
增持
PSEP
INNOVATOR ETFS TRUST
+$280.4K
229,345
+4%
建仓
SPGI
S&P GLOBAL INC
+$279.4K
657
增持
TRV
TRAVELERS COMPANIES INC
+$273.3K
1,634
+133%
建仓
—
ASTRAZENECA PLC
+$271.4K
1,376
清仓
FLRN
SPDR SERIES TRUST
-$268.8K
0
-100%
增持
TJX
TJX COS INC NEW
+$267.5K
7,071
+26%
清仓
FICO
FAIR ISAAC CORP
-$267.1K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$265.9K
4,091
增持
GEV
GE VERNOVA INC
+$262.2K
850
+16%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$261.5K
91,406
-3%
建仓
ITT
ITT INC
+$261.4K
1,372
建仓
COP
CONOCOPHILLIPS
+$258.6K
1,959
减持
IWM
ISHARES TR
-$258.3K
6,258
-15%
清仓
IYW
ISHARES TR
-$257.0K
0
-100%
增持
MLPB
UBS AG LONDON BRANCH
+$254.3K
60,033
+2%
清仓
—
ASTRAZENECA PLC
-$253.2K
0
-100%
建仓
EOG
EOG RES INC
+$253.0K
1,750
建仓
APH
AMPHENOL CORP
+$250.0K
1,979
建仓
—
JOHNSON CONTROLS INTERNATION
+$248.3K
1,896
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$247.9K
4,926
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$247.2K
12,964
-22%
建仓
EXE
EXPAND ENERGY CORPORATION
+$246.6K
2,246
清仓
MUB
ISHARES TR
-$242.9K
0
-100%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$242.8K
1,146
增持
BX
BLACKSTONE INC
-$240.3K
6,836
+3%
增持
IWB
ISHARES TR
+$239.9K
1,497
+90%
建仓
—
VIKING HOLDINGS LTD
+$238.9K
3,251
增持
AMGN
AMGEN INC
+$238.8K
1,513
+69%
清仓
PAPR
INNOVATOR ETFS TRUST
-$238.7K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$237.6K
49,614
+5%
建仓
NEM
NEWMONT CORP
+$237.2K
2,191
减持
WMT
WALMART INC
+$236.8K
18,938
-0%
建仓
ABNB
AIRBNB INC
+$233.6K
1,850
建仓
BURL
BURLINGTON STORES INC
+$232.0K
713
建仓
—
TECHNIPFMC PLC
+$231.4K
3,347
减持
GLD
SPDR GOLD TR
+$230.5K
10,341
-3%
