MBE Wealth Management, LLC
TOMAH WI · SEC CIK 0001775850
$2.41亿2026Q1 申报市值
141持仓数
57.3%前十大占比 · 第一大 11.8%
9 / 1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
MUNI 加仓+$135.77万
COWZ 新建仓+$52.91万
IVV 加仓+$52.32万
ACYN 新建仓+$42.55万
DEFR 加仓+$38.49万
2026Q1 卖出最多 按季末市值估算
SCHP 减仓-$58.61万
VB 减仓-$46.78万
UCON 减仓-$39.07万
SCHO 减仓-$38.04万
IDUB 减仓-$25.99万
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 |
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES TR | $73.41万 | 0.30% | 7,915 | -3 | -0.0% | -$278 | 减仓 |
| PHYL | PGIM ETF TR | $76.01万 | 0.32% | 21,948 | 1,188 | 5.7% | $4.11万 | 加仓 |
| MGEE | MGE ENERGY INC | $76.55万 | 0.32% | 9,905 | 14 | 0.1% | $1,082 | 加仓 |
| MTUM | ISHARES TR | $78.83万 | 0.33% | 3,285 | -43 | -1.3% | -$1.03万 | 减仓 |
| LLY | ELI LILLY & CO | $79.93万 | 0.33% | 869 | 5 | 0.6% | $4,599 | 加仓 |
| AMZN | AMAZON COM INC | $83.95万 | 0.35% | 4,031 | 72 | 1.8% | $1.50万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $106.02万 | 0.44% | 13,852 | 256 | 1.9% | $1.96万 | 加仓 |
| — | EXXON MOBIL CORP | $107.17万 | 0.45% | 6,317 | 393 | 6.6% | $6.67万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $109.21万 | 0.45% | 18,655 | -3,711 | -16.6% | -$21.72万 | 减仓 |
| GLD | SPDR GOLD TR | $110.84万 | 0.46% | 2,576 | 35 | 1.4% | $1.51万 | 加仓 |
| WMT | WALMART INC | $115.20万 | 0.48% | 9,269 | -80 | -0.9% | -$9,943 | 减仓 |
| PEP | PEPSICO INC | $115.33万 | 0.48% | 7,427 | 215 | 3.0% | $3.34万 | 加仓 |
| ABBV | ABBVIE INC | $118.86万 | 0.49% | 5,465 | 70 | 1.3% | $1.52万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $124.00万 | 0.52% | 19,351 | -1,879 | -8.9% | -$12.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $125.13万 | 0.52% | 3,380 | 191 | 6.0% | $7.07万 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $127.15万 | 0.53% | 47,803 | 14,471 | 43.4% | $38.49万 | 加仓 |
| QUAL | ISHARES TR | $137.04万 | 0.57% | 7,145 | -36 | -0.5% | -$6,905 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $140.57万 | 0.58% | 4,779 | 106 | 2.3% | $3.12万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $141.90万 | 0.59% | 30,172 | 125 | 0.4% | $5,879 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $144.01万 | 0.60% | 59,338 | -15,675 | -20.9% | -$38.04万 | 减仓 |
| AAPL | APPLE INC | $156.62万 | 0.65% | 6,171 | 130 | 2.2% | $3.30万 | 加仓 |
| MUNI | PIMCO ETF TR | $169.42万 | 0.70% | 32,463 | 26,015 | 403.5% | $135.77万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $187.45万 | 0.78% | 23,648 | -165 | -0.7% | -$1.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $203.73万 | 0.85% | 11,682 | -338 | -2.8% | -$5.89万 | 减仓 |
| UPSD | ETF SER SOLUTIONS | $233.74万 | 0.97% | 91,664 | 8,449 | 10.2% | $21.54万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $257.06万 | 1.07% | 78,016 | -1,334 | -1.7% | -$4.40万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $257.61万 | 1.07% | 116,304 | -5,419 | -4.5% | -$12.00万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $283.88万 | 1.18% | 114,698 | -1,279 | -1.1% | -$3.17万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $310.00万 | 1.29% | 91,880 | 7,270 | 8.6% | $24.53万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $319.06万 | 1.33% | 88,260 | -1,119 | -1.3% | -$4.05万 | 减仓 |
| DGRO | ISHARES TR | $322.74万 | 1.34% | 45,987 | -746 | -1.6% | -$5.24万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $387.12万 | 1.61% | 46,782 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $406.53万 | 1.69% | 49,057 | 640 | 1.3% | $5.30万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $449.91万 | 1.87% | 91,019 | -531 | -0.6% | -$2.62万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $483.80万 | 2.01% | 157,692 | -5,126 | -3.1% | -$15.73万 | 减仓 |
| DUBS | ETF SER SOLUTIONS | $511.94万 | 2.13% | 141,970 | 211 | 0.1% | $7,609 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $556.49万 | 2.31% | 141,097 | -2,155 | -1.5% | -$8.50万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $765.40万 | 3.18% | 287,637 | -22,024 | -7.1% | -$58.61万 | 减仓 |
| IDUB | ETF SER SOLUTIONS | $795.66万 | 3.30% | 322,521 | -10,535 | -3.2% | -$25.99万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $798.60万 | 3.32% | 292,208 | 7,360 | 2.6% | $20.11万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $1,189.30万 | 4.94% | 283,436 | 462 | 0.2% | $1.94万 | 加仓 |
| IVV | ISHARES TR | $1,198.99万 | 4.98% | 18,355 | 801 | 4.6% | $52.32万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,548.01万 | 10.58% | 450,337 | 6,485 | 1.5% | $36.69万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,597.36万 | 10.79% | 99,166 | -1,786 | -1.8% | -$46.78万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,829.04万 | 11.75% | 49,015 | 459 | 0.9% | $26.49万 | 加仓 |