MBM WEALTH CONSULTANTS, LLC
CHESTERFIELD MO · SEC CIK 0001762068
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $49.94万 | 0.10% | 6,065 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $51.79万 | 0.10% | 12,232 | 765 | 6.7% | $3.24万 | 加仓 |
| CLX | CLOROX CO DEL | $51.83万 | 0.10% | 5,431 | 1,442 | 36.1% | $13.76万 | 加仓 |
| MRK | MERCK & CO INC | $52.44万 | 0.10% | 4,081 | 301 | 8.0% | $3.87万 | 加仓 |
| D | DOMINION ENERGY INC | $52.49万 | 0.10% | 7,686 | 518 | 7.2% | $3.54万 | 加仓 |
| SR | SPIRE INC | $52.65万 | 0.10% | 6,742 | 494 | 7.9% | $3.86万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $52.67万 | 0.10% | 3,488 | 3,488 | — | $52.67万 | 新建仓 |
| T | AT&T INC | $53.38万 | 0.10% | 25,787 | 4,817 | 23.0% | $9.97万 | 加仓 |
| O | REALTY INCOME CORP | $54.82万 | 0.11% | 8,848 | 1,332 | 17.7% | $8.25万 | 加仓 |
| AEE | AMEREN CORP | $55.15万 | 0.11% | 4,879 | 22 | 0.5% | $2,487 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $55.33万 | 0.11% | 5,127 | 557 | 12.2% | $6.01万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $55.40万 | 0.11% | 29,900 | -71,751 | -70.6% | -$132.95万 | 减仓 |
| CNA | CNA FINL CORP | $55.78万 | 0.11% | 11,475 | 2,004 | 21.2% | $9.74万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $56.53万 | 0.11% | 17,681 | 258 | 1.5% | $8,248 | 加仓 |
| AVA | AVISTA CORP | $57.15万 | 0.11% | 13,970 | 1,642 | 13.3% | $6.72万 | 加仓 |
| ZS | ZSCALER INC | $57.15万 | 0.11% | 4,049 | 1,080 | 36.4% | $15.24万 | 加仓 |
| SO | SOUTHERN CO | $58.00万 | 0.11% | 6,060 | 608 | 11.2% | $5.82万 | 加仓 |
| FHI | FEDERATED HERMES INC | $59.86万 | 0.12% | 10,840 | 217 | 2.0% | $1.20万 | 加仓 |
| ORI | OLD REP INTL CORP | $60.23万 | 0.12% | 14,718 | 1,678 | 12.9% | $6.87万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $61.38万 | 0.12% | 6,121 | 6,121 | — | $61.38万 | 新建仓 |
| OKE | ONEOK INC NEW | $63.67万 | 0.12% | 7,324 | 135 | 1.9% | $1.17万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $64.12万 | 0.12% | 8,535 | -1,183 | -12.2% | -$8.89万 | 减仓 |
| CTRE | CARETRUST REIT INC | $66.39万 | 0.13% | 16,454 | 406 | 2.5% | $1.64万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $66.56万 | 0.13% | 8,709 | 507 | 6.2% | $3.88万 | 加仓 |
| USB | US BANCORP | $73.34万 | 0.14% | 12,142 | 617 | 5.4% | $3.73万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $81.00万 | 0.16% | 14,057 | 309 | 2.2% | $1.78万 | 加仓 |
| VV | VANGUARD INDEX FDS | $82.37万 | 0.16% | 2,395 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $83.45万 | 0.16% | 6,104 | 2,084 | 51.8% | $28.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $84.15万 | 0.16% | 2,992 | 439 | 17.2% | $12.35万 | 加仓 |
| NU | NU HLDGS LTD | $86.26万 | 0.17% | 64,567 | 11,091 | 20.7% | $14.82万 | 加仓 |
| BA | BOEING CO | $86.35万 | 0.17% | 3,989 | 642 | 19.2% | $13.90万 | 加仓 |
| RKT | ROCKET COS INC | $95.45万 | 0.18% | 60,606 | 10,461 | 20.9% | $16.48万 | 加仓 |
| ADBE | ADOBE INC | $101.46万 | 0.20% | 4,949 | -61 | -1.2% | -$1.25万 | 减仓 |
| SUB | ISHARES TR | $101.58万 | 0.20% | 9,541 | -26,353 | -73.4% | -$280.58万 | 减仓 |
| P | EVERPURE INC | $109.21万 | 0.21% | 13,861 | 1,715 | 14.1% | $13.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $116.81万 | 0.23% | 1,012 | 12 | 1.2% | $1.39万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $117.58万 | 0.23% | 21,375 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $126.08万 | 0.24% | 2,327 | 215 | 10.2% | $11.65万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $136.36万 | 0.26% | 6,304 | 528 | 9.1% | $11.42万 | 加仓 |
| ORCL | ORACLE CORP | $136.80万 | 0.26% | 9,335 | 9,111 | 4,067.4% | $133.52万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $139.82万 | 0.27% | 27,191 | 3,009 | 12.4% | $15.47万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $140.44万 | 0.27% | 20,788 | 20,788 | — | $140.44万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $152.25万 | 0.29% | 17,492 | 1,372 | 8.5% | $11.94万 | 加仓 |
| TMUS | T-MOBILE US INC | $153.46万 | 0.30% | 9,149 | 1,478 | 19.3% | $24.79万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $155.04万 | 0.30% | 12,594 | 1,883 | 17.6% | $23.18万 | 加仓 |
| COO | COOPER COS INC | $159.73万 | 0.31% | 22,275 | -254 | -1.1% | -$1.82万 | 减仓 |
| BX | BLACKSTONE INC | $161.97万 | 0.31% | 13,765 | 2,719 | 24.6% | $31.99万 | 加仓 |
| PGR | PROGRESSIVE CORP | $162.53万 | 0.31% | 7,440 | -64 | -0.9% | -$1.40万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $167.89万 | 0.32% | 33,319 | 1,783 | 5.7% | $8.98万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $170.69万 | 0.33% | 20,831 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $179.85万 | 0.35% | 31,187 | -2,331 | -7.0% | -$13.44万 | 减仓 |
| CI | THE CIGNA GROUP | $184.24万 | 0.36% | 6,683 | 933 | 16.2% | $25.72万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $193.86万 | 0.37% | 73,473 | 73,473 | — | $193.86万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $194.30万 | 0.37% | 38,357 | 2,375 | 6.6% | $12.03万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $200.05万 | 0.39% | 21,681 | 2,952 | 15.8% | $27.24万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $200.33万 | 0.39% | 4,820 | -53 | -1.1% | -$2.20万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $206.87万 | 0.40% | 4,061 | 507 | 14.3% | $25.83万 | 加仓 |
| LLY | ELI LILLY & CO | $210.26万 | 0.41% | 1,753 | 1,746 | 24,942.9% | $209.42万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $211.45万 | 0.41% | 27,594 | 27,594 | — | $211.45万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $212.27万 | 0.41% | 4,242 | 657 | 18.3% | $32.88万 | 加仓 |
| WM | WASTE MGMT INC DEL | $216.17万 | 0.42% | 9,699 | 1,212 | 14.3% | $27.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $216.28万 | 0.42% | 2,312 | 259 | 12.6% | $24.23万 | 加仓 |
| HD | HOME DEPOT INC | $216.86万 | 0.42% | 6,149 | 1,011 | 19.7% | $35.66万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $223.76万 | 0.43% | 12,554 | 1,954 | 18.4% | $34.83万 | 加仓 |
| FDX | FEDEX CORP | $230.57万 | 0.44% | 7,364 | 655 | 9.8% | $20.51万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $235.95万 | 0.45% | 4,750 | 600 | 14.5% | $29.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $237.37万 | 0.46% | 6,364 | 840 | 15.2% | $31.33万 | 加仓 |
| NET | CLOUDFLARE INC | $275.51万 | 0.53% | 11,233 | 1,174 | 11.7% | $28.79万 | 加仓 |
| URI | UNITED RENTALS INC | $279.99万 | 0.54% | 2,472 | 251 | 11.3% | $28.43万 | 加仓 |
| ABBV | ABBVIE INC | $301.99万 | 0.58% | 12,001 | 312 | 2.7% | $7.85万 | 加仓 |
| AMZN | AMAZON COM INC | $316.78万 | 0.61% | 13,291 | 908 | 7.3% | $21.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $324.99万 | 0.63% | 16,242 | 810 | 5.2% | $16.21万 | 加仓 |
| IVV | ISHARES TR | $335.28万 | 0.65% | 4,477 | -63 | -1.4% | -$4.72万 | 减仓 |
| GOOG | ALPHABET INC | $341.78万 | 0.66% | 9,673 | 630 | 7.0% | $22.26万 | 加仓 |
| VLO | VALERO ENERGY CORP | $368.96万 | 0.71% | 14,167 | -484 | -3.3% | -$12.61万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $376.41万 | 0.73% | 61,919 | -499 | -0.8% | -$3.03万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $386.95万 | 0.75% | 44,032 | -2,876 | -6.1% | -$25.27万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $403.90万 | 0.78% | 33,944 | -2,826 | -7.7% | -$33.63万 | 减仓 |
| SMMU | PIMCO ETF TR | $465.00万 | 0.90% | 92,079 | 12,444 | 15.6% | $62.84万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $687.65万 | 1.33% | 15,869 | 343 | 2.2% | $14.86万 | 加仓 |
| AAPL | APPLE INC | $754.58万 | 1.46% | 26,078 | 10,870 | 71.5% | $314.53万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,252.96万 | 2.42% | 245,679 | 9,124 | 3.9% | $46.53万 | 加仓 |
| BOND | PIMCO ETF TR | $1,294.45万 | 2.50% | 140,381 | 140,381 | — | $1,294.45万 | 新建仓 |
| IEI | ISHARES TR | $1,304.35万 | 2.52% | 111,055 | 17,854 | 19.2% | $209.70万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,673.50万 | 3.23% | 207,708 | 196,888 | 1,819.7% | $1,586.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,243.78万 | 4.33% | 314,916 | 23,647 | 8.1% | $168.49万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,363.23万 | 4.56% | 77,964 | -4,754 | -5.7% | -$144.10万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $2,679.37万 | 5.17% | 513,387 | 174,314 | 51.4% | $909.75万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $2,680.86万 | 5.17% | 1,110,545 | 147,695 | 15.3% | $356.54万 | 加仓 |
| PULS | PGIM ETF TR | $2,828.53万 | 5.45% | 570,844 | 66,907 | 13.3% | $331.52万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,836.78万 | 5.47% | 560,962 | 79,495 | 16.5% | $402.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,026.69万 | 9.69% | 73,189 | -668 | -0.9% | -$45.88万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,204.74万 | 10.04% | 329,351 | -2,025 | -0.6% | -$32.00万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,740.09万 | 11.07% | 666,368 | 17,648 | 2.7% | $152.02万 | 加仓 |