13F 机构持仓

MBM WEALTH CONSULTANTS, LLC

CHESTERFIELD MO · SEC CIK 0001762068

2026Q22026Q1 更早 9 个季度 🔒
$5.19亿2026Q2 申报市值
123持仓数
64.2%前十大占比 · 第一大 11.1%
7 / 271新建仓 / 清仓
申报市值走势$5.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 11.1%
VYM 10.0%
VOO 9.7%
JPST 5.5%
PULS 5.5%
SCHO 5.2%
JPLD 5.2%
VB 4.6%
VEA 4.3%
VO 3.2%

2026Q2 买入最多 按季末市值估算

VO 加仓+$1,586.33万
BOND 新建仓+$1,294.45万
JPLD 加仓+$909.75万
JPST 加仓+$402.01万
SCHO 加仓+$356.54万

2026Q2 卖出最多 按季末市值估算

NEAR 清仓-$1,715.73万
SUB 减仓-$280.58万
VB 减仓-$144.10万
JEF 减仓-$137.46万
ARCC 减仓-$132.95万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
NEAR ISHARES U S ETF TR $00.00%0 -337,510-100.0% -$1,715.73万 清仓
VITL VITAL FARMS INC $00.00%0 -19,011-100.0% -$26.84万 清仓
ECL ECOLAB INC $00.00%0 -612-100.0% -$16.28万 清仓
BLK BLACKROCK INC $00.00%0 -169-100.0% -$16.25万 清仓
DHR DANAHER CORP DEL $00.00%0 -791-100.0% -$15.00万 清仓
VIG VANGUARD SPECIALIZED FUNDS $00.00%0 -624-100.0% -$13.42万 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -2,313-100.0% -$12.21万 清仓
YUM YUM BRANDS INC $00.00%0 -763-100.0% -$11.86万 清仓
CP CANADIAN PACIFIC KANSAS CITY $00.00%0 -1,453-100.0% -$11.43万 清仓
COP CONOCOPHILLIPS $00.00%0 -808-100.0% -$10.66万 清仓
VFVA VANGUARD WELLINGTON FD $00.00%0 -775-100.0% -$10.43万 清仓
Q QNITY ELECTRONICS INC $00.00%0 -896-100.0% -$10.34万 清仓
XLE SELECT SECTOR SPDR TR $00.00%0 -1,650-100.0% -$10.11万 清仓
BAC BANK AMERICA CORP $00.00%0 -2,048-100.0% -$9.98万 清仓
IAU ISHARES GOLD TR $00.00%0 -1,075-100.0% -$9.48万 清仓
FCX FREEPORT MCMORAN INC $00.00%0 -1,602-100.0% -$9.42万 清仓
EL LAUDER ESTEE COS INC $00.00%0 -1,311-100.0% -$9.41万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -651-100.0% -$8.94万 清仓
META META PLATFORMS INC $00.00%0 -154-100.0% -$8.81万 清仓
AZN ASTRAZENECA PLC $00.00%0 -421-100.0% -$8.30万 清仓
CSX CSX CORP $00.00%0 -2,000-100.0% -$8.21万 清仓
DG DOLLAR GEN CORP $00.00%0 -632-100.0% -$7.50万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -800-100.0% -$7.43万 清仓
VOT VANGUARD INDEX FDS $00.00%0 -279-100.0% -$7.18万 清仓
J JACOBS SOLUTIONS INC $00.00%0 -563-100.0% -$7.17万 清仓
AQST AQUESTIVE THERAPEUTICS INC $00.00%0 -16,950-100.0% -$7.03万 清仓
GLDM WORLD GOLD TR $00.00%0 -756-100.0% -$7.01万 清仓
EMR EMERSON ELEC CO $00.00%0 -533-100.0% -$6.98万 清仓
MGK VANGUARD WORLD FD $00.00%0 -875-100.0% -$6.43万 清仓
NKE NIKE INC $00.00%0 -1,212-100.0% -$6.40万 清仓
EBAY EBAY INC. $00.00%0 -688-100.0% -$6.26万 清仓
NRG NRG ENERGY INC $00.00%0 -428-100.0% -$6.25万 清仓
SBUX STARBUCKS CORP $00.00%0 -686-100.0% -$6.15万 清仓
HXL HEXCEL CORP NEW $00.00%0 -750-100.0% -$6.07万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -205-100.0% -$5.64万 清仓
CRWV COREWEAVE INC $00.00%0 -728-100.0% -$5.64万 清仓
QGRO AMERICAN CENTY ETF TR $00.00%0 -532-100.0% -$5.59万 清仓
VFMF VANGUARD WELLINGTON FD $00.00%0 -346-100.0% -$5.37万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -343-100.0% -$5.34万 清仓
ASTS AST SPACEMOBILE INC $00.00%0 -644-100.0% -$5.34万 清仓
— AIR LEASE CORP $00.00%0 -797-100.0% -$5.18万 清仓
DVY ISHARES TR $00.00%0 -340-100.0% -$5.15万 清仓
ED CONSOLIDATED EDISON INC $00.00%0 -442-100.0% -$5.00万 清仓
BP BP PLC $00.00%0 -1,064-100.0% -$5.00万 清仓
COLB COLUMBIA BKG SYS INC $00.00%0 -1,790-100.0% -$4.91万 清仓
WEC WEC ENERGY GROUP INC $00.00%0 -420-100.0% -$4.87万 清仓
QCOM QUALCOMM INC $00.00%0 -377-100.0% -$4.86万 清仓
SCHG SCHWAB STRATEGIC TR $00.00%0 -1,653-100.0% -$4.82万 清仓
SCHF SCHWAB STRATEGIC TR $00.00%0 -1,886-100.0% -$4.67万 清仓
VTV VANGUARD INDEX FDS $00.00%0 -227-100.0% -$4.45万 清仓
KO COCA COLA CO $00.00%0 -582-100.0% -$4.43万 清仓
GLW CORNING INC $00.00%0 -307-100.0% -$4.17万 清仓
AMAT APPLIED MATLS INC $00.00%0 -112-100.0% -$3.83万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -763-100.0% -$3.72万 清仓
CNI CANADIAN NATL RY CO $00.00%0 -362-100.0% -$3.72万 清仓
RPV INVESCO EXCHANGE TRADED FD T $00.00%0 -336-100.0% -$3.61万 清仓
PEP PEPSICO INC $00.00%0 -228-100.0% -$3.54万 清仓
SDY SPDR SERIES TRUST $00.00%0 -235-100.0% -$3.43万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -695-100.0% -$3.26万 清仓
HWKN HAWKINS INC $00.00%0 -212-100.0% -$3.26万 清仓
CCL CARNIVAL CORP $00.00%0 -1,220-100.0% -$3.16万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -688-100.0% -$3.11万 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -86-100.0% -$3.09万 清仓
VDC VANGUARD WORLD FD $00.00%0 -135-100.0% -$3.03万 清仓
DBMF LITMAN GREGORY FDS TR $00.00%0 -1,002-100.0% -$3.02万 清仓
BBDC BARINGS BDC INC $00.00%0 -3,667-100.0% -$3.02万 清仓
JPM JPMORGAN CHASE & CO $00.00%0 -100-100.0% -$2.94万 清仓
IWD ISHARES TR $00.00%0 -138-100.0% -$2.94万 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 -261-100.0% -$2.91万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -59-100.0% -$2.90万 清仓
UNM UNUM GROUP $00.00%0 -392-100.0% -$2.87万 清仓
CTA SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -939-100.0% -$2.84万 清仓
PFG PRINCIPAL FINANCIAL GROUP IN $00.00%0 -307-100.0% -$2.77万 清仓
DGRO ISHARES TR $00.00%0 -380-100.0% -$2.67万 清仓
EBF ENNIS INC $00.00%0 -1,238-100.0% -$2.65万 清仓
UMBF UMB FINL CORP $00.00%0 -231-100.0% -$2.61万 清仓
MUB ISHARES TR $00.00%0 -244-100.0% -$2.59万 清仓
MOAT VANECK ETF TRUST $00.00%0 -262-100.0% -$2.53万 清仓
MPC MARATHON PETE CORP $00.00%0 -100-100.0% -$2.44万 清仓
GWX SPDR INDEX SHS FDS $00.00%0 -566-100.0% -$2.39万 清仓
HDV ISHARES TR $00.00%0 -875-100.0% -$2.38万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -113-100.0% -$2.30万 清仓
SNDA SONIDA SENIOR LIVING INC $00.00%0 -695-100.0% -$2.24万 清仓
SSNC SS&C TECH HLDGS $00.00%0 -327-100.0% -$2.21万 清仓
OSK OSHKOSH CORP $00.00%0 -150-100.0% -$2.21万 清仓
FRDM EA SERIES TRUST $00.00%0 -373-100.0% -$2.04万 清仓
SGOL ETFS GOLD TR $00.00%0 -452-100.0% -$2.02万 清仓
SPY STATE STR SPDR S&P 500 ETF T $00.00%0 -30-100.0% -$1.95万 清仓
CVX CHEVRON CORPORATION $00.00%0 -94-100.0% -$1.94万 清仓
XLK SELECT SECTOR SPDR TR $00.00%0 -146-100.0% -$1.94万 清仓
CACI CACI INTL INC $00.00%0 -35-100.0% -$1.90万 清仓
RWX SPDR INDEX SHS FDS $00.00%0 -707-100.0% -$1.88万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 -212-100.0% -$1.88万 清仓
NFG NATIONAL FUEL GAS CO $00.00%0 -200-100.0% -$1.88万 清仓
VLTO VERALTO CORP $00.00%0 -210-100.0% -$1.86万 清仓
IJH ISHARES TR $00.00%0 -267-100.0% -$1.80万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -109-100.0% -$1.80万 清仓
AMTM AMENTUM HOLDINGS INC $00.00%0 -678-100.0% -$1.77万 清仓
SCHV SCHWAB STRATEGIC TR $00.00%0 -576-100.0% -$1.76万 清仓
AVDE AMERICAN CENTY ETF TR $00.00%0 -201-100.0% -$1.71万 清仓