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 |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,286 | -100.0% | -$22.86万 | 清仓 |
| DMXF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NATURAL HEALTH TRENDS CORP | $3.04万 | 0.01% | 10,904 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC | $5.19万 | 0.02% | 20,776 | 85 | 0.4% | $213 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $17.88万 | 0.07% | 10,073 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $20.03万 | 0.08% | 5,141 | 5,141 | — | $20.03万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $20.45万 | 0.08% | 1,416 | 1,416 | — | $20.45万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $20.93万 | 0.09% | 6,453 | 33 | 0.5% | $1,070 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $21.56万 | 0.09% | 1,304 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $21.62万 | 0.09% | 1,711 | 1,711 | — | $21.62万 | 新建仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $21.81万 | 0.09% | 5,205 | 5,205 | — | $21.81万 | 新建仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $21.89万 | 0.09% | 10,149 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.37万 | 0.09% | 5,823 | -759 | -11.5% | -$2.92万 | 减仓 |
| UNP | UNION PAC CORP | $22.41万 | 0.09% | 923 | 2 | 0.2% | $486 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $22.61万 | 0.09% | 521 | 0 | 0.0% | — | 重新持有 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.65万 | 0.09% | 2,442 | 16 | 0.7% | $1,484 | 加仓 |
| NOW | SERVICENOW INC | $22.77万 | 0.09% | 2,178 | 763 | 53.9% | $7.98万 | 加仓 |
| ESGE | ISHARES INC | $23.15万 | 0.10% | 5,092 | 5,092 | — | $23.15万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $24.17万 | 0.10% | 1,017 | 1,017 | — | $24.17万 | 新建仓 |
| PFE | PFIZER INC | $24.22万 | 0.10% | 8,626 | 8,626 | — | $24.22万 | 新建仓 |
| HD | HOME DEPOT INC | $25.53万 | 0.11% | 776 | 74 | 10.5% | $2.43万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $25.72万 | 0.11% | 4,104 | 700 | 20.6% | $4.39万 | 加仓 |
| CHE | CHEMED CORP NEW | $25.94万 | 0.11% | 687 | 69 | 11.2% | $2.61万 | 加仓 |
| CPRT | COPART INC | $26.34万 | 0.11% | 7,934 | 1,129 | 16.6% | $3.75万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $26.47万 | 0.11% | 2,022 | 329 | 19.4% | $4.31万 | 重新持有 |
| SCHA | SCHWAB STRATEGIC TR | $26.63万 | 0.11% | 9,158 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $27.42万 | 0.11% | 1,688 | 177 | 11.7% | $2.88万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $27.46万 | 0.11% | 2,446 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $28.79万 | 0.12% | 1,668 | 4 | 0.2% | $690 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.84万 | 0.12% | 7,623 | 43 | 0.6% | $1,627 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $28.85万 | 0.12% | 7,022 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $28.94万 | 0.12% | 290 | -15 | -4.9% | -$1.50万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.79万 | 0.12% | 606 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $29.87万 | 0.12% | 6,181 | -307 | -4.7% | -$1.48万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $30.05万 | 0.12% | 3,665 | 916 | 33.3% | $7.51万 | 重新持有 |
| DE | DEERE & CO | $30.86万 | 0.13% | 548 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $30.97万 | 0.13% | 5,426 | 38 | 0.7% | $2,169 | 加仓 |
| AVGO | BROADCOM INC | $31.18万 | 0.13% | 1,008 | -157 | -13.5% | -$4.86万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $31.49万 | 0.13% | 12,177 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $31.56万 | 0.13% | 849 | -8 | -0.9% | -$2,974 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $31.72万 | 0.13% | 6,483 | 1,412 | 27.8% | $6.91万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $32.34万 | 0.13% | 2,793 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $33.20万 | 0.14% | 4,120 | -489 | -10.6% | -$3.94万 | 减仓 |
| PGR | PROGRESSIVE CORP | $33.36万 | 0.14% | 1,683 | 84 | 5.3% | $1.67万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $33.86万 | 0.14% | 4,775 | 2 | 0.0% | $142 | 加仓 |
| KLAC | KLA CORP | $34.31万 | 0.14% | 233 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.86万 | 0.14% | 727 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $35.46万 | 0.15% | 3,674 | 392 | 11.9% | $3.78万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.93万 | 0.15% | 1,766 | 50 | 2.9% | $1.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $35.95万 | 0.15% | 1,738 | 163 | 10.3% | $3.37万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $36.04万 | 0.15% | 2,712 | 400 | 17.3% | $5.32万 | 加仓 |
| T | AT&T INC | $36.29万 | 0.15% | 12,517 | 4 | 0.0% | $116 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $37.51万 | 0.16% | 2,558 | 107 | 4.4% | $1.57万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $38.44万 | 0.16% | 12,415 | -816 | -6.2% | -$2.53万 | 减仓 |
| USXF | ISHARES TR | $38.74万 | 0.16% | 7,018 | -1,541 | -18.0% | -$8.51万 | 减仓 |
| VGT | VANGUARD WORLD FD | $39.39万 | 0.16% | 565 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $39.59万 | 0.16% | 4,263 | 4 | 0.1% | $371 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $39.62万 | 0.16% | 5,521 | 16 | 0.3% | $1,148 | 加仓 |
| NUE | NUCOR CORP | $39.68万 | 0.16% | 2,347 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $41.65万 | 0.17% | 2,159 | -11 | -0.5% | -$2,122 | 减仓 |
| MRK | MERCK & CO INC | $41.73万 | 0.17% | 3,469 | 38 | 1.1% | $4,571 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.82万 | 0.17% | 8,330 | 622 | 8.1% | $3.12万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $41.83万 | 0.17% | 2,115 | -79 | -3.6% | -$1.56万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $42.55万 | 0.18% | 20,881 | 20,881 | — | $42.55万 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $42.80万 | 0.18% | 16,241 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $43.53万 | 0.18% | 3,592 | -32 | -0.9% | -$3,878 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $44.32万 | 0.18% | 17,791 | -4,742 | -21.0% | -$11.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $44.32万 | 0.18% | 6,231 | 11 | 0.2% | $782 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $45.07万 | 0.19% | 1,844 | 104 | 6.0% | $2.54万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $45.69万 | 0.19% | 17,818 | -222 | -1.2% | -$5,692 | 减仓 |
| PWR | QUANTA SVCS INC | $45.71万 | 0.19% | 833 | -86 | -9.4% | -$4.72万 | 减仓 |
| EAGG | ISHARES TR | $45.82万 | 0.19% | 9,637 | 1,137 | 13.4% | $5.41万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $46.42万 | 0.19% | 6,798 | 179 | 2.7% | $1.22万 | 加仓 |
| MO | ALTRIA GROUP INC | $46.60万 | 0.19% | 7,062 | 90 | 1.3% | $5,939 | 加仓 |
| MA | MASTERCARD INCORPORATED | $47.12万 | 0.20% | 943 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $47.82万 | 0.20% | 8,079 | -507 | -5.9% | -$3.00万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $49.19万 | 0.20% | 1,126 | -2 | -0.2% | -$874 | 减仓 |
| ABT | ABBOTT LABORATORIES | $50.59万 | 0.21% | 4,927 | 3 | 0.1% | $308 | 加仓 |
| V | VISA INC | $50.65万 | 0.21% | 1,676 | 8 | 0.5% | $2,417 | 加仓 |
| COWZ | PACER FDS TR | $52.91万 | 0.22% | 8,457 | 8,457 | — | $52.91万 | 新建仓 |
| SUSC | ISHARES TR | $53.05万 | 0.22% | 22,927 | 3,641 | 18.9% | $8.42万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $53.70万 | 0.22% | 7,657 | -39 | -0.5% | -$2,735 | 减仓 |
| CAT | CATERPILLAR INC | $53.89万 | 0.22% | 761 | 1 | 0.1% | $708 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $54.33万 | 0.23% | 3,928 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $54.48万 | 0.23% | 13,586 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.66万 | 0.23% | 2,542 | -19 | -0.7% | -$4,086 | 减仓 |
| GLDM | WORLD GOLD TR | $55.78万 | 0.23% | 6,018 | -102 | -1.7% | -$9,454 | 减仓 |
| GOOGL | ALPHABET INC | $57.29万 | 0.24% | 1,992 | 183 | 10.1% | $5.26万 | 加仓 |
| SLV | ISHARES SILVER TR | $58.52万 | 0.24% | 8,588 | -1,030 | -10.7% | -$7.02万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.65万 | 0.24% | 3,960 | 279 | 7.6% | $4.13万 | 加仓 |
| CATH | GLOBAL X FDS | $62.60万 | 0.26% | 8,010 | -26 | -0.3% | -$2,032 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $62.95万 | 0.26% | 10,277 | 4,718 | 84.9% | $28.90万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $63.62万 | 0.26% | 25,684 | -15,772 | -38.0% | -$39.07万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $64.53万 | 0.27% | 22,154 | 3 | 0.0% | $87 | 加仓 |
| MCD | MCDONALDS CORP | $66.82万 | 0.28% | 2,150 | 160 | 8.0% | $4.97万 | 加仓 |
| ECL | ECOLAB INC | $69.88万 | 0.29% | 2,627 | -400 | -13.2% | -$10.64万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $69.92万 | 0.29% | 8,844 | 85 | 1.0% | $6,720 | 加仓 |
| ESGU | ISHARES TR | $73.37万 | 0.30% | 5,188 | 716 | 16.0% | $10.13万 | 加仓 |