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 |
|---|---|---|---|---|---|---|---|---|
| AVEM | AMERICAN CENTY ETF TR | $33.20万 | 0.14% | 4,120 | -489 | -10.6% | -$3.94万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $32.34万 | 0.13% | 2,793 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $31.72万 | 0.13% | 6,483 | 1,412 | 27.8% | $6.91万 | 加仓 |
| TSLA | TESLA INC | $31.56万 | 0.13% | 849 | -8 | -0.9% | -$2,974 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $31.49万 | 0.13% | 12,177 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $31.18万 | 0.13% | 1,008 | -157 | -13.5% | -$4.86万 | 减仓 |
| MPLX | MPLX LP | $30.97万 | 0.13% | 5,426 | 38 | 0.7% | $2,169 | 加仓 |
| DE | DEERE & CO | $30.86万 | 0.13% | 548 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $30.05万 | 0.12% | 3,665 | 916 | 33.3% | $7.51万 | 重新持有 |
| SPSM | SPDR SERIES TRUST | $29.87万 | 0.12% | 6,181 | -307 | -4.7% | -$1.48万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.79万 | 0.12% | 606 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $28.94万 | 0.12% | 290 | -15 | -4.9% | -$1.50万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $28.85万 | 0.12% | 7,022 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.84万 | 0.12% | 7,623 | 43 | 0.6% | $1,627 | 加仓 |
| AMT | AMERICAN TOWER CORP | $28.79万 | 0.12% | 1,668 | 4 | 0.2% | $690 | 加仓 |
| ESGV | VANGUARD WORLD FD | $27.46万 | 0.11% | 2,446 | 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 |
| SCHA | SCHWAB STRATEGIC TR | $26.63万 | 0.11% | 9,158 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $26.47万 | 0.11% | 2,022 | 329 | 19.4% | $4.31万 | 重新持有 |
| CPRT | COPART INC | $26.34万 | 0.11% | 7,934 | 1,129 | 16.6% | $3.75万 | 加仓 |
| CHE | CHEMED CORP NEW | $25.94万 | 0.11% | 687 | 69 | 11.2% | $2.61万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $25.72万 | 0.11% | 4,104 | 700 | 20.6% | $4.39万 | 加仓 |
| HD | HOME DEPOT INC | $25.53万 | 0.11% | 776 | 74 | 10.5% | $2.43万 | 加仓 |
| PFE | PFIZER INC | $24.22万 | 0.10% | 8,626 | 8,626 | — | $24.22万 | 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 |
| ESGE | ISHARES INC | $23.15万 | 0.10% | 5,092 | 5,092 | — | $23.15万 | 新建仓 |
| NOW | SERVICENOW INC | $22.77万 | 0.09% | 2,178 | 763 | 53.9% | $7.98万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.65万 | 0.09% | 2,442 | 16 | 0.7% | $1,484 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $22.61万 | 0.09% | 521 | 0 | 0.0% | — | 重新持有 |
| UNP | UNION PAC CORP | $22.41万 | 0.09% | 923 | 2 | 0.2% | $486 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.37万 | 0.09% | 5,823 | -759 | -11.5% | -$2.92万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $21.89万 | 0.09% | 10,149 | 0 | 0.0% | — | 不变 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $21.81万 | 0.09% | 5,205 | 5,205 | — | $21.81万 | 新建仓 |
| APH | AMPHENOL CORP | $21.62万 | 0.09% | 1,711 | 1,711 | — | $21.62万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $21.56万 | 0.09% | 1,304 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $20.93万 | 0.09% | 6,453 | 33 | 0.5% | $1,070 | 加仓 |
| PG | PROCTER & GAMBLE CO | $20.45万 | 0.08% | 1,416 | 1,416 | — | $20.45万 | 新建仓 |
| INTF | ISHARES TR | $20.03万 | 0.08% | 5,141 | 5,141 | — | $20.03万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $17.88万 | 0.07% | 10,073 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC | $5.19万 | 0.02% | 20,776 | 85 | 0.4% | $213 | 加仓 |
| — | NATURAL HEALTH TRENDS CORP | $3.04万 | 0.01% | 10,904 | 0 | 0.0% | — | 不变 |
| 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 |