MBE Wealth Management, LLC
TOMAH WI · SEC CIK 0001775850
$2.84亿2026Q2 申报市值
170持仓数
54.9%前十大占比 · 第一大 12.2%
29 / 3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
HTRB 加仓+$238.21万
AFIX 新建仓+$227.05万
BRTR 新建仓+$193.65万
HARRIS OAKMARK E 新建仓+$119.06万
CGXU 新建仓+$116.38万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$126.00万
VB 减仓-$33.92万
BR 清仓-$27.42万
JUCY 减仓-$23.99万
IBIT 清仓-$22.37万
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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,688 | -100.0% | -$27.42万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,823 | -100.0% | -$22.37万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,304 | -100.0% | -$21.56万 | 清仓 |
| — | NATURAL HEALTH TRENDS CORP | $1.93万 | 0.01% | 10,904 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC | $4.38万 | 0.02% | 20,851 | 75 | 0.4% | $157 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $18.01万 | 0.06% | 10,073 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $20.03万 | 0.07% | 1,367 | 35 | 2.6% | $5,130 | 重新持有 |
| DMXF | ISHARES TR | $20.19万 | 0.07% | 2,386 | -497 | -17.2% | -$4.20万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $20.42万 | 0.07% | 282 | 282 | — | $20.42万 | 新建仓 |
| USB | US BANCORP | $20.46万 | 0.07% | 3,387 | 3,387 | — | $20.46万 | 新建仓 |
| IWY | ISHARES TR | $20.58万 | 0.07% | 708 | 708 | — | $20.58万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $20.61万 | 0.07% | 1,103 | 1,103 | — | $20.61万 | 新建仓 |
| PFE | PFIZER INC | $20.65万 | 0.07% | 8,577 | -49 | -0.6% | -$1,180 | 减仓 |
| NOW | SERVICENOW INC | $20.66万 | 0.07% | 2,081 | -97 | -4.5% | -$9,632 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $20.73万 | 0.07% | 4,241 | 4,241 | — | $20.73万 | 新建仓 |
| CPRT | COPART INC | $21.07万 | 0.07% | 7,475 | -459 | -5.8% | -$1.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $21.16万 | 0.07% | 308 | 308 | — | $21.16万 | 新建仓 |
| INTF | ISHARES TR | $21.18万 | 0.07% | 5,171 | 30 | 0.6% | $1,229 | 加仓 |
| PG | PROCTER & GAMBLE CO | $21.23万 | 0.07% | 1,448 | 32 | 2.3% | $4,691 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $21.31万 | 0.07% | 5,493 | 5,493 | — | $21.31万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.41万 | 0.08% | 1,692 | -330 | -16.3% | -$4.18万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $21.50万 | 0.08% | 2,974 | 2,974 | — | $21.50万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $21.51万 | 0.08% | 6,917 | 6,917 | — | $21.51万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $21.64万 | 0.08% | 521 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $21.70万 | 0.08% | 2,409 | 2,409 | — | $21.70万 | 新建仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $21.72万 | 0.08% | 10,149 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.90万 | 0.08% | 2,615 | 2,615 | — | $21.90万 | 新建仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $22.43万 | 0.08% | 9,582 | 9,582 | — | $22.43万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $22.49万 | 0.08% | 1,688 | 1,688 | — | $22.49万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $22.58万 | 0.08% | 1,036 | 1,036 | — | $22.58万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.94万 | 0.08% | 2,442 | 0 | 0.0% | — | 不变 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $23.43万 | 0.08% | 5,205 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $23.73万 | 0.08% | 4,339 | -753 | -14.8% | -$4.12万 | 减仓 |
| UNP | UNION PAC CORP | $24.52万 | 0.09% | 901 | -22 | -2.4% | -$5,987 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $24.53万 | 0.09% | 6,445 | -8 | -0.1% | -$304 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.31万 | 0.09% | 530 | 530 | — | $25.31万 | 新建仓 |
| T | AT&T INC | $25.46万 | 0.09% | 12,299 | -218 | -1.7% | -$4,513 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.61万 | 0.09% | 284 | -6 | -2.1% | -$5,623 | 减仓 |
| AMT | AMERICAN TOWER CORP | $26.78万 | 0.09% | 1,637 | -31 | -1.9% | -$5,071 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.92万 | 0.09% | 279 | 279 | — | $26.92万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $26.94万 | 0.09% | 728 | 728 | — | $26.94万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.94万 | 0.09% | 7,329 | -294 | -3.9% | -$1.08万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $27.74万 | 0.10% | 1,749 | -809 | -31.6% | -$12.83万 | 减仓 |
| CSCO | CISCO SYS INC | $27.92万 | 0.10% | 2,377 | 2,377 | — | $27.92万 | 新建仓 |
| INTC | INTEL CORP | $28.14万 | 0.10% | 2,015 | 2,015 | — | $28.14万 | 新建仓 |
| HD | HOME DEPOT INC | $28.80万 | 0.10% | 817 | 41 | 5.3% | $1.45万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $29.23万 | 0.10% | 857 | 857 | — | $29.23万 | 新建仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $29.59万 | 0.10% | 10,593 | 10,593 | — | $29.59万 | 新建仓 |
| APH | AMPHENOL CORP | $30.05万 | 0.11% | 1,704 | -7 | -0.4% | -$1,234 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $30.59万 | 0.11% | 3,682 | 17 | 0.5% | $1,412 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.68万 | 0.11% | 612 | 6 | 1.0% | $3,008 | 加仓 |
| MPLX | MPLX LP | $30.79万 | 0.11% | 5,466 | 40 | 0.7% | $2,253 | 加仓 |
| CVX | CHEVRON CORPORATION | $31.09万 | 0.11% | 1,876 | 138 | 7.9% | $2.29万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $31.33万 | 0.11% | 15,252 | 15,252 | — | $31.33万 | 新建仓 |
| CHE | CHEMED CORP NEW | $31.46万 | 0.11% | 675 | -12 | -1.7% | -$5,592 | 减仓 |
| ESGV | VANGUARD WORLD FD | $32.53万 | 0.11% | 2,460 | 14 | 0.6% | $1,851 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $32.62万 | 0.11% | 2,793 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $32.93万 | 0.12% | 7,063 | 41 | 0.6% | $1,912 | 加仓 |
| SPSM | SPDR SERIES TRUST | $33.33万 | 0.12% | 5,780 | -401 | -6.5% | -$2.31万 | 减仓 |
| SO | SOUTHERN CO | $33.61万 | 0.12% | 3,512 | -162 | -4.4% | -$1.55万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $33.99万 | 0.12% | 1,122 | 105 | 10.3% | $3.18万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $34.18万 | 0.12% | 6,478 | -5 | -0.1% | -$264 | 减仓 |
| DE | DEERE & CO | $34.44万 | 0.12% | 543 | -5 | -0.9% | -$3,172 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $35.09万 | 0.12% | 1,996 | -119 | -5.6% | -$2.09万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $35.58万 | 0.13% | 9,848 | 690 | 7.5% | $2.49万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.81万 | 0.13% | 8,458 | 128 | 1.5% | $5,420 | 加仓 |
| TSLA | TESLA INC | $35.84万 | 0.13% | 852 | 3 | 0.4% | $1,262 | 加仓 |
| GLDM | WORLD GOLD TR | $36.11万 | 0.13% | 4,547 | -1,471 | -24.4% | -$11.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.40万 | 0.13% | 727 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $36.83万 | 0.13% | 1,686 | 3 | 0.2% | $655 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $37.10万 | 0.13% | 321 | 321 | — | $37.10万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $37.45万 | 0.13% | 4,267 | 4 | 0.1% | $351 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $37.47万 | 0.13% | 12,177 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $38.73万 | 0.14% | 10,505 | -1,910 | -15.4% | -$7.04万 | 减仓 |
| ICSH | ISHARES TR | $39.68万 | 0.14% | 7,846 | 1,783 | 29.4% | $9.02万 | 重新持有 |
| AVEM | AMERICAN CENTY ETF TR | $39.81万 | 0.14% | 4,126 | 6 | 0.1% | $579 | 加仓 |
| RTX | RTX CORPORATION | $41.40万 | 0.15% | 2,182 | 23 | 1.1% | $4,364 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $42.23万 | 0.15% | 16,241 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $42.60万 | 0.15% | 4,742 | 638 | 15.5% | $5.73万 | 加仓 |
| MRK | MERCK & CO INC | $42.70万 | 0.15% | 3,323 | -146 | -4.2% | -$1.88万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $43.22万 | 0.15% | 5,666 | 145 | 2.6% | $1.11万 | 加仓 |
| USXF | ISHARES TR | $44.02万 | 0.15% | 6,339 | -679 | -9.7% | -$4.72万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $44.29万 | 0.16% | 1,744 | -100 | -5.4% | -$2.54万 | 减仓 |
| SUSC | ISHARES TR | $44.47万 | 0.16% | 19,209 | -3,718 | -16.2% | -$8.61万 | 减仓 |
| DSI | ISHARES TR | $44.64万 | 0.16% | 3,135 | -457 | -12.7% | -$6.51万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $44.71万 | 0.16% | 4,927 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $44.87万 | 0.16% | 18,196 | 405 | 2.3% | $9,987 | 加仓 |
| MO | ALTRIA GROUP INC | $45.74万 | 0.16% | 6,358 | -704 | -10.0% | -$5.07万 | 减仓 |
| SLV | ISHARES SILVER TR | $47.41万 | 0.17% | 8,866 | 278 | 3.2% | $1.49万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $48.43万 | 0.17% | 943 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $48.89万 | 0.17% | 1,294 | 286 | 28.4% | $10.81万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $49.76万 | 0.17% | 9,370 | -907 | -8.8% | -$4.82万 | 减仓 |
| COWZ | PACER FDS TR | $50.05万 | 0.18% | 8,046 | -411 | -4.9% | -$2.56万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $51.67万 | 0.18% | 2,712 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $52.14万 | 0.18% | 17,716 | -102 | -0.6% | -$3,002 | 减仓 |
| USRT | ISHARES TR | $52.17万 | 0.18% | 7,851 | -228 | -2.8% | -$1.52万 | 减仓 |
| NUE | NUCOR CORP | $52.27万 | 0.18% | 2,347 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $53.38万 | 0.19% | 11,260 | 1,623 | 16.8% | $7.69万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $53.51万 | 0.19% | 6,676 | -981 | -12.8% | -$7.86万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $53.73万 | 0.19% | 6,558 | 1,783 | 37.3% | $14.61万 | 加仓 |