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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $3,483.49万 | 12.25% | 47,304 | -1,711 | -3.5% | -$126.00万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,972.00万 | 10.45% | 98,047 | -1,119 | -1.1% | -$33.92万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,794.66万 | 9.82% | 459,724 | 9,387 | 2.1% | $57.06万 | 加仓 |
| IVV | ISHARES TR | $1,370.83万 | 4.82% | 18,305 | -50 | -0.3% | -$3.74万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $1,294.91万 | 4.55% | 280,648 | -2,788 | -1.0% | -$12.86万 | 减仓 |
| IDUB | ETF SER SOLUTIONS | $886.52万 | 3.12% | 322,545 | 24 | 0.0% | $660 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $833.47万 | 2.93% | 289,902 | -2,306 | -0.8% | -$6.63万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $777.86万 | 2.73% | 293,532 | 5,895 | 2.0% | $15.62万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $601.05万 | 2.11% | 142,463 | 1,366 | 1.0% | $5.76万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $595.20万 | 2.09% | 142,922 | 952 | 0.7% | $3.96万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $548.17万 | 1.93% | 162,492 | 70,612 | 76.9% | $238.21万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $510.48万 | 1.79% | 160,983 | 3,291 | 2.1% | $10.44万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $502.68万 | 1.77% | 90,335 | -684 | -0.8% | -$3.81万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $435.17万 | 1.53% | 48,972 | -85 | -0.2% | -$7,553 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $400.45万 | 1.41% | 116,038 | 27,778 | 31.5% | $95.86万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $386.65万 | 1.36% | 46,782 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $341.38万 | 1.20% | 45,043 | -944 | -2.1% | -$7.15万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $320.72万 | 1.13% | 115,783 | 1,085 | 0.9% | $3.01万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $286.51万 | 1.01% | 79,015 | 999 | 1.3% | $3.62万 | 加仓 |
| UPSD | ETF SER SOLUTIONS | $266.86万 | 0.94% | 94,631 | 2,967 | 3.2% | $8.37万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $231.64万 | 0.81% | 105,388 | -10,916 | -9.4% | -$23.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $231.41万 | 0.81% | 11,565 | -117 | -1.0% | -$2.34万 | 减仓 |
| AFIX | ALLSPRING EXCHANGE TRADED FU | $227.05万 | 0.80% | 91,571 | 91,571 | — | $227.05万 | 新建仓 |
| MUNI | PIMCO ETF TR | $196.49万 | 0.69% | 37,355 | 4,892 | 15.1% | $25.73万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $193.65万 | 0.68% | 38,481 | 38,481 | — | $193.65万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $187.97万 | 0.66% | 23,784 | 136 | 0.6% | $1.07万 | 加仓 |
| AAPL | APPLE INC | $181.94万 | 0.64% | 6,288 | 117 | 1.9% | $3.39万 | 加仓 |
| QUAL | ISHARES TR | $158.48万 | 0.56% | 7,222 | 77 | 1.1% | $1.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $156.05万 | 0.55% | 4,768 | -11 | -0.2% | -$3,600 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $144.74万 | 0.51% | 30,041 | -131 | -0.4% | -$6,311 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $140.73万 | 0.49% | 58,298 | -1,040 | -1.8% | -$2.51万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $139.22万 | 0.49% | 19,540 | 189 | 1.0% | $1.35万 | 加仓 |
| ABBV | ABBVIE INC | $136.50万 | 0.48% | 5,424 | -41 | -0.8% | -$1.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $134.27万 | 0.47% | 3,600 | 220 | 6.5% | $8.21万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $127.10万 | 0.45% | 14,463 | 611 | 4.4% | $5.37万 | 加仓 |
| PHYL | PGIM ETF TR | $125.25万 | 0.44% | 35,909 | 13,961 | 63.6% | $48.70万 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $121.02万 | 0.43% | 45,250 | -2,553 | -5.3% | -$6.83万 | 减仓 |
| — | HARRIS OAKMARK ETF TRUST | $119.06万 | 0.42% | 46,230 | 46,230 | — | $119.06万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $116.38万 | 0.41% | 33,615 | 33,615 | — | $116.38万 | 新建仓 |
| LLY | ELI LILLY & CO | $106.38万 | 0.37% | 887 | 18 | 2.1% | $2.16万 | 加仓 |
| MTUM | ISHARES TR | $105.69万 | 0.37% | 3,083 | -202 | -6.1% | -$6.92万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $105.51万 | 0.37% | 18,128 | -527 | -2.8% | -$3.07万 | 减仓 |
| WMT | WALMART INC | $104.40万 | 0.37% | 9,217 | -52 | -0.6% | -$5,890 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $104.05万 | 0.37% | 25,876 | 25,876 | — | $104.05万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $103.45万 | 0.36% | 1,781 | 15 | 0.8% | $8,713 | 加仓 |
| PEP | PEPSICO INC | $101.37万 | 0.36% | 7,487 | 60 | 0.8% | $8,123 | 加仓 |
| AMZN | AMAZON COM INC | $97.00万 | 0.34% | 4,070 | 39 | 1.0% | $9,294 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $96.51万 | 0.34% | 46,424 | 25,543 | 122.3% | $53.10万 | 加仓 |
| GLD | SPDR GOLD TR | $95.26万 | 0.33% | 2,586 | 10 | 0.4% | $3,684 | 加仓 |
| — | EXXON MOBIL CORP | $86.37万 | 0.30% | 6,318 | 1 | 0.0% | $137 | 加仓 |
| ESGU | ISHARES TR | $85.80万 | 0.30% | 5,242 | 54 | 1.0% | $8,838 | 加仓 |
| CAT | CATERPILLAR INC | $81.77万 | 0.29% | 768 | 7 | 0.9% | $7,453 | 加仓 |
| MGEE | MGE ENERGY INC | $80.88万 | 0.28% | 9,918 | 13 | 0.1% | $1,060 | 加仓 |
| SPTM | SPDR SERIES TRUST | $80.40万 | 0.28% | 8,855 | 11 | 0.1% | $999 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $76.64万 | 0.27% | 22,649 | 495 | 2.2% | $1.68万 | 加仓 |
| GOOGL | ALPHABET INC | $74.85万 | 0.26% | 2,094 | 102 | 5.1% | $3.65万 | 加仓 |
| ECL | ECOLAB INC | $73.19万 | 0.26% | 2,627 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $70.91万 | 0.25% | 8,012 | 2 | 0.0% | $177 | 加仓 |
| KLAC | KLA CORP | $70.30万 | 0.25% | 2,330 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $70.21万 | 0.25% | 7,279 | -636 | -8.0% | -$6.13万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $69.26万 | 0.24% | 24,404 | 24,404 | — | $69.26万 | 新建仓 |
| XSOE | WISDOMTREE TR | $66.82万 | 0.23% | 13,586 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $65.22万 | 0.23% | 4,127 | 167 | 4.2% | $2.64万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $63.73万 | 0.22% | 25,616 | -68 | -0.3% | -$1,692 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $61.58万 | 0.22% | 3,924 | -4 | -0.1% | -$628 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $59.90万 | 0.21% | 2,532 | -10 | -0.4% | -$2,366 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $58.51万 | 0.21% | 7,218 | 420 | 6.2% | $3.40万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $57.92万 | 0.20% | 6,723 | -33 | -0.5% | -$2,843 | 减仓 |
| MCD | MCDONALDS CORP | $57.55万 | 0.20% | 2,129 | -21 | -1.0% | -$5,676 | 减仓 |
| V | VISA INC | $56.83万 | 0.20% | 1,656 | -20 | -1.2% | -$6,863 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $56.20万 | 0.20% | 6,825 | 594 | 9.5% | $4.89万 | 加仓 |
| PWR | QUANTA SVCS INC | $55.43万 | 0.19% | 770 | -63 | -7.6% | -$4.54万 | 减仓 |
| VGT | VANGUARD WORLD FD | $54.35万 | 0.19% | 4,547 | 27 | 0.6% | $3,227 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $53.73万 | 0.19% | 6,558 | 1,783 | 37.3% | $14.61万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $53.51万 | 0.19% | 6,676 | -981 | -12.8% | -$7.86万 | 减仓 |
| EAGG | ISHARES TR | $53.38万 | 0.19% | 11,260 | 1,623 | 16.8% | $7.69万 | 加仓 |
| NUE | NUCOR CORP | $52.27万 | 0.18% | 2,347 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $52.17万 | 0.18% | 7,851 | -228 | -2.8% | -$1.52万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $52.14万 | 0.18% | 17,716 | -102 | -0.6% | -$3,002 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $51.67万 | 0.18% | 2,712 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $50.05万 | 0.18% | 8,046 | -411 | -4.9% | -$2.56万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $49.76万 | 0.17% | 9,370 | -907 | -8.8% | -$4.82万 | 减仓 |
| AVGO | BROADCOM INC | $48.89万 | 0.17% | 1,294 | 286 | 28.4% | $10.81万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $48.43万 | 0.17% | 943 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $47.41万 | 0.17% | 8,866 | 278 | 3.2% | $1.49万 | 加仓 |
| MO | ALTRIA GROUP INC | $45.74万 | 0.16% | 6,358 | -704 | -10.0% | -$5.07万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $44.87万 | 0.16% | 18,196 | 405 | 2.3% | $9,987 | 加仓 |
| ABT | ABBOTT LABORATORIES | $44.71万 | 0.16% | 4,927 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $44.64万 | 0.16% | 3,135 | -457 | -12.7% | -$6.51万 | 减仓 |
| SUSC | ISHARES TR | $44.47万 | 0.16% | 19,209 | -3,718 | -16.2% | -$8.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $44.29万 | 0.16% | 1,744 | -100 | -5.4% | -$2.54万 | 减仓 |
| USXF | ISHARES TR | $44.02万 | 0.15% | 6,339 | -679 | -9.7% | -$4.72万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $43.22万 | 0.15% | 5,666 | 145 | 2.6% | $1.11万 | 加仓 |
| MRK | MERCK & CO INC | $42.70万 | 0.15% | 3,323 | -146 | -4.2% | -$1.88万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $42.60万 | 0.15% | 4,742 | 638 | 15.5% | $5.73万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $42.23万 | 0.15% | 16,241 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $41.40万 | 0.15% | 2,182 | 23 | 1.1% | $4,364 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $39.81万 | 0.14% | 4,126 | 6 | 0.1% | $579 | 加仓 |
| ICSH | ISHARES TR | $39.68万 | 0.14% | 7,846 | 1,783 | 29.4% | $9.02万 | 重新持有 |
| SCHM | SCHWAB STRATEGIC TR | $38.73万 | 0.14% | 10,505 | -1,910 | -15.4% | -$7.04万 | 减仓 |