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 |
|---|---|---|---|---|---|---|---|---|
| D | DOMINION ENERGY INC | $44.31万 | 0.10% | 7,168 | 587 | 8.9% | $3.63万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $44.44万 | 0.10% | 23,205 | 1,991 | 9.4% | $3.81万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $44.64万 | 0.10% | 4,570 | 500 | 12.3% | $4.88万 | 加仓 |
| PFE | PFIZER INC | $45.20万 | 0.10% | 16,097 | 1,791 | 12.5% | $5.03万 | 加仓 |
| MRK | MERCK & CO INC | $45.46万 | 0.10% | 3,780 | 14 | 0.4% | $1,684 | 加仓 |
| O | REALTY INCOME CORP | $45.98万 | 0.11% | 7,516 | 630 | 9.1% | $3.85万 | 加仓 |
| AVA | AVISTA CORP | $49.48万 | 0.11% | 12,328 | 1,056 | 9.4% | $4.24万 | 加仓 |
| CME | CME GROUP INC | $50.09万 | 0.11% | 1,696 | 116 | 7.3% | $3.43万 | 加仓 |
| ORI | OLD REP INTL CORP | $52.03万 | 0.12% | 13,040 | 861 | 7.1% | $3.44万 | 加仓 |
| SO | SOUTHERN CO | $52.63万 | 0.12% | 5,452 | 347 | 6.8% | $3.35万 | 加仓 |
| CSCO | CISCO SYS INC | $53.00万 | 0.12% | 6,831 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $53.39万 | 0.12% | 4,857 | 191 | 4.1% | $2.10万 | 加仓 |
| SR | SPIRE INC | $56.57万 | 0.13% | 6,248 | 367 | 6.2% | $3.32万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $56.68万 | 0.13% | 9,718 | 1,484 | 18.0% | $8.65万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $56.75万 | 0.13% | 8,202 | 374 | 4.8% | $2.59万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $57.56万 | 0.13% | 11,467 | 720 | 6.7% | $3.61万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $58.42万 | 0.13% | 17,423 | 1,090 | 6.7% | $3.65万 | 加仓 |
| CTRE | CARETRUST REIT INC | $58.81万 | 0.14% | 16,048 | 557 | 3.6% | $2.04万 | 加仓 |
| USB | US BANCORP | $59.94万 | 0.14% | 11,525 | 645 | 5.9% | $3.35万 | 加仓 |
| FHI | FEDERATED HERMES INC | $60.24万 | 0.14% | 10,623 | 595 | 5.9% | $3.37万 | 加仓 |
| T | AT&T INC | $60.79万 | 0.14% | 20,970 | 1,322 | 6.7% | $3.83万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.89万 | 0.14% | 2,553 | 133 | 5.5% | $3.22万 | 加仓 |
| OKE | ONEOK INC NEW | $64.98万 | 0.15% | 7,189 | 404 | 6.0% | $3.65万 | 加仓 |
| BA | BOEING CO | $66.62万 | 0.15% | 3,347 | 4 | 0.1% | $796 | 加仓 |
| — | EXXON MOBIL CORP | $68.20万 | 0.16% | 4,020 | 236 | 6.2% | $4.00万 | 加仓 |
| RKT | ROCKET COS INC | $71.46万 | 0.16% | 50,145 | 3,255 | 6.9% | $4.64万 | 加仓 |
| VV | VANGUARD INDEX FDS | $71.57万 | 0.16% | 2,395 | 2,395 | — | $71.57万 | 新建仓 |
| P | EVERPURE INC | $71.71万 | 0.16% | 12,146 | 776 | 6.8% | $4.58万 | 加仓 |
| NU | NU HLDGS LTD | $76.85万 | 0.18% | 53,476 | 3,192 | 6.3% | $4.59万 | 加仓 |
| VO | VANGUARD INDEX FDS | $77.68万 | 0.18% | 2,705 | 47 | 1.8% | $1.35万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $83.38万 | 0.19% | 13,748 | 546 | 4.1% | $3.31万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $90.85万 | 0.21% | 24,182 | 822 | 3.5% | $3.09万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $103.58万 | 0.24% | 21,375 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $108.12万 | 0.25% | 16,120 | 472 | 3.0% | $3.17万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $108.58万 | 0.25% | 5,776 | 213 | 3.8% | $4.00万 | 加仓 |
| ADBE | ADOBE INC | $121.78万 | 0.28% | 5,010 | 511 | 11.4% | $12.42万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $125.24万 | 0.29% | 2,112 | 77 | 3.8% | $4.57万 | 加仓 |
| BX | BLACKSTONE INC | $127.02万 | 0.29% | 11,046 | 1,878 | 20.5% | $21.60万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $131.86万 | 0.30% | 4,873 | 92 | 1.9% | $2.49万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $133.52万 | 0.31% | 32,353 | 5,603 | 20.9% | $23.12万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $143.96万 | 0.33% | 31,536 | 1 | 0.0% | $46 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $147.71万 | 0.34% | 20,831 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $148.77万 | 0.34% | 7,504 | 598 | 8.7% | $11.86万 | 加仓 |
| CI | THE CIGNA GROUP | $153.38万 | 0.35% | 5,750 | 412 | 7.7% | $10.99万 | 加仓 |
| COO | COOPER COS INC | $161.08万 | 0.37% | 22,529 | 1,403 | 6.6% | $10.03万 | 加仓 |
| TMUS | T-MOBILE US INC | $161.11万 | 0.37% | 7,671 | 636 | 9.0% | $13.36万 | 加仓 |
| URI | UNITED RENTALS INC | $161.78万 | 0.37% | 2,221 | 134 | 6.4% | $9.76万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $161.96万 | 0.37% | 33,518 | 497 | 1.5% | $2.40万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $168.45万 | 0.39% | 10,711 | 708 | 7.1% | $11.13万 | 加仓 |
| HD | HOME DEPOT INC | $168.98万 | 0.39% | 5,138 | 342 | 7.1% | $11.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $171.79万 | 0.39% | 3,585 | 224 | 6.7% | $10.73万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $176.02万 | 0.40% | 18,729 | 1,078 | 6.1% | $10.13万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $178.52万 | 0.41% | 424 | 21 | 5.2% | $8.84万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $179.87万 | 0.41% | 35,982 | -1,553 | -4.1% | -$7.76万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $183.18万 | 0.42% | 101,651 | 9,156 | 9.9% | $16.50万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $185.31万 | 0.43% | 4,150 | 225 | 5.7% | $10.05万 | 加仓 |
| WM | WASTE MGMT INC DEL | $195.02万 | 0.45% | 8,487 | -1,115 | -11.6% | -$25.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $204.46万 | 0.47% | 5,524 | 341 | 6.6% | $12.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $204.57万 | 0.47% | 2,053 | 116 | 6.0% | $11.56万 | 加仓 |
| NET | CLOUDFLARE INC | $207.55万 | 0.48% | 10,059 | 564 | 5.9% | $11.64万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $214.77万 | 0.49% | 3,554 | 76 | 2.2% | $4.59万 | 加仓 |
| FDX | FEDEX CORP | $238.94万 | 0.55% | 6,709 | 200 | 3.1% | $7.12万 | 加仓 |
| ABBV | ABBVIE INC | $254.22万 | 0.58% | 11,689 | 270 | 2.4% | $5.87万 | 加仓 |
| AMZN | AMAZON COM INC | $257.90万 | 0.59% | 12,383 | 368 | 3.1% | $7.66万 | 加仓 |
| GOOG | ALPHABET INC | $259.41万 | 0.60% | 9,043 | 245 | 2.8% | $7.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $269.13万 | 0.62% | 15,432 | 479 | 3.2% | $8.35万 | 加仓 |
| IVV | ISHARES TR | $296.56万 | 0.68% | 4,540 | 48 | 1.1% | $3.14万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $331.73万 | 0.76% | 15,526 | -48 | -0.3% | -$1.03万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $353.16万 | 0.81% | 62,418 | 1,115 | 1.8% | $6.31万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $359.03万 | 0.82% | 46,908 | 931 | 2.0% | $7.13万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $360.01万 | 0.83% | 36,770 | 683 | 1.9% | $6.69万 | 加仓 |
| VLO | VALERO ENERGY CORP | $362.00万 | 0.83% | 14,651 | 610 | 4.3% | $15.07万 | 加仓 |
| SUB | ISHARES TR | $382.27万 | 0.88% | 35,894 | -580 | -1.6% | -$6.18万 | 减仓 |
| AAPL | APPLE INC | $385.95万 | 0.89% | 15,208 | -397 | -2.5% | -$10.08万 | 减仓 |
| SMMU | PIMCO ETF TR | $401.76万 | 0.92% | 79,635 | 8,176 | 11.4% | $41.25万 | 加仓 |
| IEI | ISHARES TR | $1,105.37万 | 2.54% | 93,201 | 9,502 | 11.4% | $112.69万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,205.96万 | 2.77% | 236,555 | -974 | -0.4% | -$4.97万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $1,715.73万 | 3.94% | 337,510 | 43,353 | 14.7% | $220.38万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $1,769.62万 | 4.06% | 339,073 | 34,923 | 11.5% | $182.26万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,866.45万 | 4.28% | 291,269 | 2,984 | 1.0% | $19.12万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,166.54万 | 4.97% | 82,718 | 1,092 | 1.3% | $28.60万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $2,336.84万 | 5.36% | 962,850 | 63,131 | 7.0% | $153.22万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,436.70万 | 5.59% | 481,467 | 20,451 | 4.4% | $103.50万 | 加仓 |
| PULS | PGIM ETF TR | $2,494.49万 | 5.73% | 503,937 | 25,624 | 5.4% | $126.84万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,413.32万 | 10.13% | 73,857 | 1,266 | 1.7% | $75.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,722.59万 | 10.84% | 108,120 | 2,363 | 2.2% | $103.21万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,907.68万 | 11.27% | 331,376 | 4,386 | 1.3% | $64.96万 | 加仓 |