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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $44.40万 | 0.09% | 18,437 | 2,340 | 14.5% | $5.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $43.26万 | 0.08% | 6,189 | -362 | -5.5% | -$2.53万 | 减仓 |
| GOOGL | ALPHABET INC | $42.81万 | 0.08% | 1,198 | 44 | 3.8% | $1.57万 | 加仓 |
| CSCO | CISCO SYS INC | $42.11万 | 0.08% | 3,585 | -3,246 | -47.5% | -$38.13万 | 减仓 |
| CME | CME GROUP INC | $41.30万 | 0.08% | 1,870 | 174 | 10.3% | $3.84万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $40.63万 | 0.08% | 791 | 76 | 10.6% | $3.90万 | 加仓 |
| CAT | CATERPILLAR INC | $37.27万 | 0.07% | 350 | 182 | 108.3% | $19.38万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $32.21万 | 0.06% | 3,351 | 16 | 0.5% | $1,538 | 加仓 |
| TJX | TJX COS INC NEW | $32.21万 | 0.06% | 2,126 | 24 | 1.1% | $3,636 | 加仓 |
| ASML | ASML HLDG NV | $31.04万 | 0.06% | 156 | 8 | 5.4% | $1.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $30.79万 | 0.06% | 6,940 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $30.75万 | 0.06% | 3,127 | 3,127 | — | $30.75万 | 新建仓 |
| IEFA | ISHARES TR | $27.33万 | 0.05% | 2,830 | 2,808 | 12,763.6% | $27.12万 | 加仓 |
| MMM | 3M CO | $27.20万 | 0.05% | 1,680 | 1,470 | 700.0% | $23.80万 | 加仓 |
| IWF | ISHARES TR | $26.47万 | 0.05% | 2,132 | 1,868 | 707.6% | $23.19万 | 加仓 |
| IEMG | ISHARES INC | $25.79万 | 0.05% | 3,113 | 2,616 | 526.4% | $21.67万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $24.66万 | 0.05% | 2,716 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $24.55万 | 0.05% | 251 | 1 | 0.4% | $978 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $24.25万 | 0.05% | 4,851 | -27,502 | -85.0% | -$137.46万 | 减仓 |
| CNC | CENTENE CORP DEL | $23.85万 | 0.05% | 3,715 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.08万 | 0.04% | 571 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.52万 | 0.04% | 223 | 4 | 1.8% | $3,860 | 加仓 |
| LXU | LSB INDS INC | $14.05万 | 0.03% | 13,000 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -337,510 | -100.0% | -$1,715.73万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -19,011 | -100.0% | -$26.84万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -612 | -100.0% | -$16.28万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -169 | -100.0% | -$16.25万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -791 | -100.0% | -$15.00万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -624 | -100.0% | -$13.42万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,313 | -100.0% | -$12.21万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -763 | -100.0% | -$11.86万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -1,453 | -100.0% | -$11.43万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -808 | -100.0% | -$10.66万 | 清仓 |
| VFVA | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -775 | -100.0% | -$10.43万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -896 | -100.0% | -$10.34万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,650 | -100.0% | -$10.11万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -2,048 | -100.0% | -$9.98万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -1,075 | -100.0% | -$9.48万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -1,602 | -100.0% | -$9.42万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -1,311 | -100.0% | -$9.41万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -651 | -100.0% | -$8.94万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -154 | -100.0% | -$8.81万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -421 | -100.0% | -$8.30万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$8.21万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -632 | -100.0% | -$7.50万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -800 | -100.0% | -$7.43万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -279 | -100.0% | -$7.18万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -563 | -100.0% | -$7.17万 | 清仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -16,950 | -100.0% | -$7.03万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -756 | -100.0% | -$7.01万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -533 | -100.0% | -$6.98万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -875 | -100.0% | -$6.43万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -1,212 | -100.0% | -$6.40万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -688 | -100.0% | -$6.26万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -428 | -100.0% | -$6.25万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -686 | -100.0% | -$6.15万 | 清仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | -750 | -100.0% | -$6.07万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -205 | -100.0% | -$5.64万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -728 | -100.0% | -$5.64万 | 清仓 |
| QGRO | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -532 | -100.0% | -$5.59万 | 清仓 |
| VFMF | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -346 | -100.0% | -$5.37万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -343 | -100.0% | -$5.34万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -644 | -100.0% | -$5.34万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -797 | -100.0% | -$5.18万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -340 | -100.0% | -$5.15万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -442 | -100.0% | -$5.00万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -1,064 | -100.0% | -$5.00万 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -1,790 | -100.0% | -$4.91万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -420 | -100.0% | -$4.87万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -377 | -100.0% | -$4.86万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,653 | -100.0% | -$4.82万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,886 | -100.0% | -$4.67万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -227 | -100.0% | -$4.45万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -582 | -100.0% | -$4.43万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -307 | -100.0% | -$4.17万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -112 | -100.0% | -$3.83万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -763 | -100.0% | -$3.72万 | 清仓 |
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | -362 | -100.0% | -$3.72万 | 清仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -336 | -100.0% | -$3.61万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -228 | -100.0% | -$3.54万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -235 | -100.0% | -$3.43万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -695 | -100.0% | -$3.26万 | 清仓 |
| HWKN | HAWKINS INC | $0 | 0.00% | 0 | -212 | -100.0% | -$3.26万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -1,220 | -100.0% | -$3.16万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -688 | -100.0% | -$3.11万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -86 | -100.0% | -$3.09万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -135 | -100.0% | -$3.03万 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -1,002 | -100.0% | -$3.02万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -3,667 | -100.0% | -$3.02万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -100 | -100.0% | -$2.94万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -138 | -100.0% | -$2.94万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -261 | -100.0% | -$2.91万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -59 | -100.0% | -$2.90万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -392 | -100.0% | -$2.87万 | 清仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -939 | -100.0% | -$2.84万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -307 | -100.0% | -$2.77万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -380 | -100.0% | -$2.67万 | 清仓 |
| EBF | ENNIS INC | $0 | 0.00% | 0 | -1,238 | -100.0% | -$2.65万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -231 | -100.0% | -$2.61万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -244 | -100.0% | -$2.59万 | 清仓 |