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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $2,829.04万 | 11.75% | 49,015 | 459 | 0.9% | $26.49万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,597.36万 | 10.79% | 99,166 | -1,786 | -1.8% | -$46.78万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,548.01万 | 10.58% | 450,337 | 6,485 | 1.5% | $36.69万 | 加仓 |
| IVV | ISHARES TR | $1,198.99万 | 4.98% | 18,355 | 801 | 4.6% | $52.32万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $1,189.30万 | 4.94% | 283,436 | 462 | 0.2% | $1.94万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $798.60万 | 3.32% | 292,208 | 7,360 | 2.6% | $20.11万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $795.66万 | 3.30% | 322,521 | -10,535 | -3.2% | -$25.99万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $765.40万 | 3.18% | 287,637 | -22,024 | -7.1% | -$58.61万 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $556.49万 | 2.31% | 141,097 | -2,155 | -1.5% | -$8.50万 | 减仓 |
| DUBS | ETF SER SOLUTIONS | $511.94万 | 2.13% | 141,970 | 211 | 0.1% | $7,609 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $483.80万 | 2.01% | 157,692 | -5,126 | -3.1% | -$15.73万 | 减仓 |
| ADME | ETF SER SOLUTIONS | $449.91万 | 1.87% | 91,019 | -531 | -0.6% | -$2.62万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $406.53万 | 1.69% | 49,057 | 640 | 1.3% | $5.30万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $387.12万 | 1.61% | 46,782 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $322.74万 | 1.34% | 45,987 | -746 | -1.6% | -$5.24万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $319.06万 | 1.33% | 88,260 | -1,119 | -1.3% | -$4.05万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $310.00万 | 1.29% | 91,880 | 7,270 | 8.6% | $24.53万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $283.88万 | 1.18% | 114,698 | -1,279 | -1.1% | -$3.17万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $257.61万 | 1.07% | 116,304 | -5,419 | -4.5% | -$12.00万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $257.06万 | 1.07% | 78,016 | -1,334 | -1.7% | -$4.40万 | 减仓 |
| UPSD | ETF SER SOLUTIONS | $233.74万 | 0.97% | 91,664 | 8,449 | 10.2% | $21.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $203.73万 | 0.85% | 11,682 | -338 | -2.8% | -$5.89万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $187.45万 | 0.78% | 23,648 | -165 | -0.7% | -$1.31万 | 减仓 |
| MUNI | PIMCO ETF TR | $169.42万 | 0.70% | 32,463 | 26,015 | 403.5% | $135.77万 | 加仓 |
| AAPL | APPLE INC | $156.62万 | 0.65% | 6,171 | 130 | 2.2% | $3.30万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $144.01万 | 0.60% | 59,338 | -15,675 | -20.9% | -$38.04万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $141.90万 | 0.59% | 30,172 | 125 | 0.4% | $5,879 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $140.57万 | 0.58% | 4,779 | 106 | 2.3% | $3.12万 | 加仓 |
| QUAL | ISHARES TR | $137.04万 | 0.57% | 7,145 | -36 | -0.5% | -$6,905 | 减仓 |
| DEFR | ETF SER SOLUTIONS | $127.15万 | 0.53% | 47,803 | 14,471 | 43.4% | $38.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $125.13万 | 0.52% | 3,380 | 191 | 6.0% | $7.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $124.00万 | 0.52% | 19,351 | -1,879 | -8.9% | -$12.04万 | 减仓 |
| ABBV | ABBVIE INC | $118.86万 | 0.49% | 5,465 | 70 | 1.3% | $1.52万 | 加仓 |
| PEP | PEPSICO INC | $115.33万 | 0.48% | 7,427 | 215 | 3.0% | $3.34万 | 加仓 |
| WMT | WALMART INC | $115.20万 | 0.48% | 9,269 | -80 | -0.9% | -$9,943 | 减仓 |
| GLD | SPDR GOLD TR | $110.84万 | 0.46% | 2,576 | 35 | 1.4% | $1.51万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $109.21万 | 0.45% | 18,655 | -3,711 | -16.6% | -$21.72万 | 减仓 |
| — | EXXON MOBIL CORP | $107.17万 | 0.45% | 6,317 | 393 | 6.6% | $6.67万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $106.02万 | 0.44% | 13,852 | 256 | 1.9% | $1.96万 | 加仓 |
| AMZN | AMAZON COM INC | $83.95万 | 0.35% | 4,031 | 72 | 1.8% | $1.50万 | 加仓 |
| LLY | ELI LILLY & CO | $79.93万 | 0.33% | 869 | 5 | 0.6% | $4,599 | 加仓 |
| MTUM | ISHARES TR | $78.83万 | 0.33% | 3,285 | -43 | -1.3% | -$1.03万 | 减仓 |
| MGEE | MGE ENERGY INC | $76.55万 | 0.32% | 9,905 | 14 | 0.1% | $1,082 | 加仓 |
| PHYL | PGIM ETF TR | $76.01万 | 0.32% | 21,948 | 1,188 | 5.7% | $4.11万 | 加仓 |
| USMV | ISHARES TR | $73.41万 | 0.30% | 7,915 | -3 | -0.0% | -$278 | 减仓 |
| ESGU | ISHARES TR | $73.37万 | 0.30% | 5,188 | 716 | 16.0% | $10.13万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $69.92万 | 0.29% | 8,844 | 85 | 1.0% | $6,720 | 加仓 |
| ECL | ECOLAB INC | $69.88万 | 0.29% | 2,627 | -400 | -13.2% | -$10.64万 | 减仓 |
| MCD | MCDONALDS CORP | $66.82万 | 0.28% | 2,150 | 160 | 8.0% | $4.97万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $64.53万 | 0.27% | 22,154 | 3 | 0.0% | $87 | 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 |
| XLE | SELECT SECTOR SPDR TR | $62.95万 | 0.26% | 10,277 | 4,718 | 84.9% | $28.90万 | 加仓 |
| CATH | GLOBAL X FDS | $62.60万 | 0.26% | 8,010 | -26 | -0.3% | -$2,032 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.65万 | 0.24% | 3,960 | 279 | 7.6% | $4.13万 | 加仓 |
| SLV | ISHARES SILVER TR | $58.52万 | 0.24% | 8,588 | -1,030 | -10.7% | -$7.02万 | 减仓 |
| GOOGL | ALPHABET INC | $57.29万 | 0.24% | 1,992 | 183 | 10.1% | $5.26万 | 加仓 |
| GLDM | WORLD GOLD TR | $55.78万 | 0.23% | 6,018 | -102 | -1.7% | -$9,454 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.66万 | 0.23% | 2,542 | -19 | -0.7% | -$4,086 | 减仓 |
| XSOE | WISDOMTREE TR | $54.48万 | 0.23% | 13,586 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $54.33万 | 0.23% | 3,928 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $53.89万 | 0.22% | 761 | 1 | 0.1% | $708 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $53.70万 | 0.22% | 7,657 | -39 | -0.5% | -$2,735 | 减仓 |
| SUSC | ISHARES TR | $53.05万 | 0.22% | 22,927 | 3,641 | 18.9% | $8.42万 | 加仓 |
| COWZ | PACER FDS TR | $52.91万 | 0.22% | 8,457 | 8,457 | — | $52.91万 | 新建仓 |
| V | VISA INC | $50.65万 | 0.21% | 1,676 | 8 | 0.5% | $2,417 | 加仓 |
| ABT | ABBOTT LABORATORIES | $50.59万 | 0.21% | 4,927 | 3 | 0.1% | $308 | 加仓 |
| VUG | VANGUARD INDEX FDS | $49.19万 | 0.20% | 1,126 | -2 | -0.2% | -$874 | 减仓 |
| USRT | ISHARES TR | $47.82万 | 0.20% | 8,079 | -507 | -5.9% | -$3.00万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $47.12万 | 0.20% | 943 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $46.60万 | 0.19% | 7,062 | 90 | 1.3% | $5,939 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $46.42万 | 0.19% | 6,798 | 179 | 2.7% | $1.22万 | 加仓 |
| EAGG | ISHARES TR | $45.82万 | 0.19% | 9,637 | 1,137 | 13.4% | $5.41万 | 加仓 |
| PWR | QUANTA SVCS INC | $45.71万 | 0.19% | 833 | -86 | -9.4% | -$4.72万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $45.69万 | 0.19% | 17,818 | -222 | -1.2% | -$5,692 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.07万 | 0.19% | 1,844 | 104 | 6.0% | $2.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $44.32万 | 0.18% | 6,231 | 11 | 0.2% | $782 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $44.32万 | 0.18% | 17,791 | -4,742 | -21.0% | -$11.81万 | 减仓 |
| DSI | ISHARES TR | $43.53万 | 0.18% | 3,592 | -32 | -0.9% | -$3,878 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $42.80万 | 0.18% | 16,241 | 0 | 0.0% | — | 不变 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $42.55万 | 0.18% | 20,881 | 20,881 | — | $42.55万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $41.83万 | 0.17% | 2,115 | -79 | -3.6% | -$1.56万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.82万 | 0.17% | 8,330 | 622 | 8.1% | $3.12万 | 加仓 |
| MRK | MERCK & CO INC | $41.73万 | 0.17% | 3,469 | 38 | 1.1% | $4,571 | 加仓 |
| RTX | RTX CORPORATION | $41.65万 | 0.17% | 2,159 | -11 | -0.5% | -$2,122 | 减仓 |
| NUE | NUCOR CORP | $39.68万 | 0.16% | 2,347 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $39.62万 | 0.16% | 5,521 | 16 | 0.3% | $1,148 | 加仓 |
| NEE | NEXTERA ENERGY INC | $39.59万 | 0.16% | 4,263 | 4 | 0.1% | $371 | 加仓 |
| VGT | VANGUARD WORLD FD | $39.39万 | 0.16% | 565 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $38.74万 | 0.16% | 7,018 | -1,541 | -18.0% | -$8.51万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $38.44万 | 0.16% | 12,415 | -816 | -6.2% | -$2.53万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $37.51万 | 0.16% | 2,558 | 107 | 4.4% | $1.57万 | 加仓 |
| T | AT&T INC | $36.29万 | 0.15% | 12,517 | 4 | 0.0% | $116 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $36.04万 | 0.15% | 2,712 | 400 | 17.3% | $5.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $35.95万 | 0.15% | 1,738 | 163 | 10.3% | $3.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.93万 | 0.15% | 1,766 | 50 | 2.9% | $1.02万 | 加仓 |
| SO | SOUTHERN CO | $35.46万 | 0.15% | 3,674 | 392 | 11.9% | $3.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.86万 | 0.14% | 727 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $34.31万 | 0.14% | 233 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $33.86万 | 0.14% | 4,775 | 2 | 0.0% | $142 | 加仓 |
| PGR | PROGRESSIVE CORP | $33.36万 | 0.14% | 1,683 | 84 | 5.3% | $1.67万 | 加仓 |