MBM WEALTH CONSULTANTS, LLC
CHESTERFIELD MO · SEC CIK 0001762068
$4.36亿2026Q1 申报市值
387持仓数
66.2%前十大占比 · 第一大 11.3%
273 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NEAR 加仓+$220.38万
JPLD 加仓+$182.26万
SCHO 加仓+$153.22万
PULS 加仓+$126.84万
IEI 加仓+$112.69万
2026Q1 卖出最多 按季末市值估算
AIR LEASE CORP 重新持有-$78.86万
UNM 重新持有-$43.52万
EMR 减仓-$28.26万
WM 减仓-$25.62万
FIS 重新持有-$21.78万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2.77万 | 0.01% | 307 | 307 | — | $2.77万 | 新建仓 |
| IWF | ISHARES TR | $2.81万 | 0.01% | 66 | 66 | — | $2.81万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $2.84万 | 0.01% | 939 | 939 | — | $2.84万 | 新建仓 |
| UNM | UNUM GROUP | $2.87万 | 0.01% | 392 | -5,953 | -93.8% | -$43.52万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.90万 | 0.01% | 59 | 59 | — | $2.90万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $2.91万 | 0.01% | 261 | 261 | — | $2.91万 | 新建仓 |
| IWD | ISHARES TR | $2.94万 | 0.01% | 138 | 138 | — | $2.94万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $2.94万 | 0.01% | 100 | 100 | — | $2.94万 | 新建仓 |
| BBDC | BARINGS BDC INC | $3.02万 | 0.01% | 3,667 | 3,667 | — | $3.02万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $3.02万 | 0.01% | 1,002 | 1,002 | — | $3.02万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $3.03万 | 0.01% | 135 | 135 | — | $3.03万 | 新建仓 |
| MMM | 3M CO | $3.05万 | 0.01% | 210 | 210 | — | $3.05万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $3.09万 | 0.01% | 86 | 86 | — | $3.09万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $3.11万 | 0.01% | 688 | 688 | — | $3.11万 | 新建仓 |
| CCL | CARNIVAL CORP | $3.16万 | 0.01% | 1,220 | 1,220 | — | $3.16万 | 新建仓 |
| HWKN | HAWKINS INC | $3.26万 | 0.01% | 212 | 212 | — | $3.26万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $3.26万 | 0.01% | 695 | -4,642 | -87.0% | -$21.78万 | 重新持有 |
| ORCL | ORACLE CORP | $3.30万 | 0.01% | 224 | 224 | — | $3.30万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $3.43万 | 0.01% | 235 | 235 | — | $3.43万 | 新建仓 |
| IEMG | ISHARES INC | $3.47万 | 0.01% | 497 | 497 | — | $3.47万 | 新建仓 |
| PEP | PEPSICO INC | $3.54万 | 0.01% | 228 | 228 | — | $3.54万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $3.61万 | 0.01% | 336 | 336 | — | $3.61万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $3.72万 | 0.01% | 362 | 362 | — | $3.72万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $3.72万 | 0.01% | 763 | 763 | — | $3.72万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $3.83万 | 0.01% | 112 | 112 | — | $3.83万 | 新建仓 |
| GLW | CORNING INC | $4.17万 | 0.01% | 307 | 307 | — | $4.17万 | 新建仓 |
| KO | COCA COLA CO | $4.43万 | 0.01% | 582 | 582 | — | $4.43万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $4.45万 | 0.01% | 227 | 227 | — | $4.45万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $4.67万 | 0.01% | 1,886 | 1,886 | — | $4.67万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $4.82万 | 0.01% | 1,653 | 1,653 | — | $4.82万 | 新建仓 |
| QCOM | QUALCOMM INC | $4.86万 | 0.01% | 377 | 377 | — | $4.86万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $4.87万 | 0.01% | 420 | 420 | — | $4.87万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $4.91万 | 0.01% | 1,790 | 1,790 | — | $4.91万 | 新建仓 |
| BP | BP PLC | $5.00万 | 0.01% | 1,064 | 1,064 | — | $5.00万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $5.00万 | 0.01% | 442 | 442 | — | $5.00万 | 新建仓 |
| DVY | ISHARES TR | $5.15万 | 0.01% | 340 | 340 | — | $5.15万 | 新建仓 |
| — | AIR LEASE CORP | $5.18万 | 0.01% | 797 | -12,143 | -93.8% | -$78.86万 | 重新持有 |
| ASTS | AST SPACEMOBILE INC | $5.34万 | 0.01% | 644 | 644 | — | $5.34万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $5.34万 | 0.01% | 343 | 343 | — | $5.34万 | 新建仓 |
| VFMF | VANGUARD WELLINGTON FD | $5.37万 | 0.01% | 346 | 346 | — | $5.37万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $5.59万 | 0.01% | 532 | 532 | — | $5.59万 | 新建仓 |
| CRWV | COREWEAVE INC | $5.64万 | 0.01% | 728 | 728 | — | $5.64万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $5.64万 | 0.01% | 205 | 205 | — | $5.64万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $6.07万 | 0.01% | 750 | 750 | — | $6.07万 | 新建仓 |
| SBUX | STARBUCKS CORP | $6.15万 | 0.01% | 686 | 686 | — | $6.15万 | 新建仓 |
| NRG | NRG ENERGY INC | $6.25万 | 0.01% | 428 | 428 | — | $6.25万 | 新建仓 |
| EBAY | EBAY INC. | $6.26万 | 0.01% | 688 | 688 | — | $6.26万 | 新建仓 |
| NKE | NIKE INC | $6.40万 | 0.01% | 1,212 | 1,212 | — | $6.40万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $6.43万 | 0.01% | 175 | 175 | — | $6.43万 | 新建仓 |
| EMR | EMERSON ELEC CO | $6.98万 | 0.02% | 533 | -2,157 | -80.2% | -$28.26万 | 减仓 |
| GLDM | WORLD GOLD TR | $7.01万 | 0.02% | 756 | 756 | — | $7.01万 | 新建仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $7.03万 | 0.02% | 16,950 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $7.17万 | 0.02% | 563 | 563 | — | $7.17万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $7.18万 | 0.02% | 279 | 279 | — | $7.18万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $7.43万 | 0.02% | 800 | 800 | — | $7.43万 | 新建仓 |
| DG | DOLLAR GEN CORP | $7.50万 | 0.02% | 632 | 632 | — | $7.50万 | 新建仓 |
| CSX | CSX CORP | $8.21万 | 0.02% | 2,000 | 2,000 | — | $8.21万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $8.30万 | 0.02% | 421 | 421 | — | $8.30万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $8.58万 | 0.02% | 219 | 219 | — | $8.58万 | 新建仓 |
| META | META PLATFORMS INC | $8.81万 | 0.02% | 154 | 154 | — | $8.81万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $8.94万 | 0.02% | 1,953 | 1,953 | — | $8.94万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $9.41万 | 0.02% | 1,311 | 1,311 | — | $9.41万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $9.42万 | 0.02% | 1,602 | 1,602 | — | $9.42万 | 新建仓 |
| IAU | ISHARES GOLD TR | $9.48万 | 0.02% | 1,075 | 1,075 | — | $9.48万 | 新建仓 |
| BAC | BANK AMERICA CORP | $9.98万 | 0.02% | 2,048 | 2,048 | — | $9.98万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $10.11万 | 0.02% | 1,650 | 1,650 | — | $10.11万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $10.34万 | 0.02% | 896 | 896 | — | $10.34万 | 新建仓 |
| VFVA | VANGUARD WELLINGTON FD | $10.43万 | 0.02% | 775 | 775 | — | $10.43万 | 新建仓 |
| COP | CONOCOPHILLIPS | $10.66万 | 0.02% | 808 | -1,449 | -64.2% | -$19.12万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $11.43万 | 0.03% | 1,453 | 1,453 | — | $11.43万 | 新建仓 |
| YUM | YUM BRANDS INC | $11.86万 | 0.03% | 763 | 763 | — | $11.86万 | 新建仓 |
| CAT | CATERPILLAR INC | $11.90万 | 0.03% | 168 | 168 | — | $11.90万 | 新建仓 |
| CNC | CENTENE CORP DEL | $12.16万 | 0.03% | 3,715 | 3,715 | — | $12.16万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $12.21万 | 0.03% | 2,313 | 2,313 | — | $12.21万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $13.42万 | 0.03% | 624 | 624 | — | $13.42万 | 新建仓 |
| DHR | DANAHER CORP DEL | $15.00万 | 0.03% | 791 | 791 | — | $15.00万 | 新建仓 |
| BLK | BLACKROCK INC | $16.25万 | 0.04% | 169 | -4 | -2.3% | -$3,847 | 重新持有 |
| ECL | ECOLAB INC | $16.28万 | 0.04% | 612 | 612 | — | $16.28万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $16.72万 | 0.04% | 571 | 0 | 0.0% | — | 不变 |
| LXU | LSB INDS INC | $19.37万 | 0.04% | 13,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $19.55万 | 0.04% | 148 | 148 | — | $19.55万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $21.47万 | 0.05% | 2,716 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $22.38万 | 0.05% | 250 | -22 | -8.1% | -$1.97万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.17万 | 0.06% | 3,335 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC | $26.84万 | 0.06% | 19,011 | 774 | 4.2% | $1.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.97万 | 0.06% | 6,940 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $31.46万 | 0.07% | 1,041 | 14 | 1.4% | $4,231 | 加仓 |
| GOOGL | ALPHABET INC | $33.18万 | 0.08% | 1,154 | -2 | -0.2% | -$575 | 减仓 |
| TJX | TJX COS INC NEW | $33.57万 | 0.08% | 2,102 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $33.78万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $35.73万 | 0.08% | 715 | 3 | 0.4% | $1,499 | 加仓 |
| AMT | AMERICAN TOWER CORP | $40.78万 | 0.09% | 2,363 | 187 | 8.6% | $3.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $40.91万 | 0.09% | 6,551 | -522 | -7.4% | -$3.26万 | 减仓 |
| CLX | CLOROX CO DEL | $41.34万 | 0.09% | 3,989 | 309 | 8.4% | $3.20万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $41.43万 | 0.10% | 4,211 | 301 | 7.7% | $2.96万 | 加仓 |
| ZS | ZSCALER INC | $41.65万 | 0.10% | 2,969 | 367 | 14.1% | $5.15万 | 加仓 |
| OMC | OMNICOM GROUP INC | $42.84万 | 0.10% | 5,689 | 530 | 10.3% | $3.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $43.14万 | 0.10% | 6,065 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $43.49万 | 0.10% | 9,471 | 720 | 8.2% | $3.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $44.17万 | 0.10% | 1,807 | 0 | 0.0% | — | 不变 |