MBL Wealth, LLC
CHARLOTTE NC · SEC CIK 0001845785
$13.21亿2026Q1 申报市值
335持仓数
45.7%前十大占比 · 第一大 10.7%
61 / 17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
BIL 加仓+$2,021.57万
HYG 加仓+$1,369.52万
JCPB 新建仓+$1,078.08万
TOWN 新建仓+$485.12万
TBIL 加仓+$365.82万
2026Q1 卖出最多 按季末市值估算
IFLN 清仓-$707.30万
IBTH 清仓-$569.17万
PYLD 减仓-$503.95万
AAPL 减仓-$210.34万
LH 减仓-$159.10万
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 |
|---|---|---|---|---|---|---|---|---|
| FLQM | FRANKLIN TEMPLETON ETF TR | $31.09万 | 0.02% | 5,660 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $31.65万 | 0.02% | 1,825 | 1,825 | — | $31.65万 | 新建仓 |
| VST | VISTRA CORP | $31.72万 | 0.02% | 2,110 | -201 | -8.7% | -$3.02万 | 减仓 |
| DHR | DANAHER CORP DEL | $31.78万 | 0.02% | 1,676 | 1,676 | — | $31.78万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $31.83万 | 0.02% | 6,900 | 300 | 4.5% | $1.38万 | 加仓 |
| FNB | F N B CORP | $32.07万 | 0.02% | 19,179 | 498 | 2.7% | $8,327 | 加仓 |
| GIS | GENERAL MILLS INC | $32.48万 | 0.02% | 8,727 | 8,727 | — | $32.48万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $32.50万 | 0.02% | 4,413 | 28 | 0.6% | $2,062 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $32.62万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $33.30万 | 0.03% | 13,950 | 13,950 | — | $33.30万 | 新建仓 |
| — | NUSHARES ETF TR | $33.50万 | 0.03% | 13,000 | 13,000 | — | $33.50万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $33.50万 | 0.03% | 1,045 | 7 | 0.7% | $2,244 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.81万 | 0.03% | 863 | 863 | — | $33.81万 | 新建仓 |
| EYLD | CAMBRIA ETF TR | $34.30万 | 0.03% | 8,284 | -613 | -6.9% | -$2.54万 | 减仓 |
| PCG | PG&E CORP | $34.55万 | 0.03% | 19,663 | 19,663 | — | $34.55万 | 新建仓 |
| CRWV | COREWEAVE INC | $34.86万 | 0.03% | 4,500 | 4,500 | — | $34.86万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $34.92万 | 0.03% | 13,000 | 3,000 | 30.0% | $8.06万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $34.94万 | 0.03% | 1,781 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $35.21万 | 0.03% | 1,165 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $35.33万 | 0.03% | 1,084 | 226 | 26.3% | $7.37万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $35.92万 | 0.03% | 3,113 | 500 | 19.1% | $5.77万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $36.02万 | 0.03% | 1,290 | 66 | 5.4% | $1.84万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $36.79万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $37.09万 | 0.03% | 480 | 480 | — | $37.09万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $37.15万 | 0.03% | 11,081 | 11,081 | — | $37.15万 | 新建仓 |
| LIN | LINDE PLC | $37.63万 | 0.03% | 759 | 244 | 47.4% | $12.10万 | 加仓 |
| KLAC | KLA CORP | $39.02万 | 0.03% | 265 | -2 | -0.7% | -$2,945 | 减仓 |
| FIX | COMFORT SYS USA INC | $39.85万 | 0.03% | 289 | 289 | — | $39.85万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $40.16万 | 0.03% | 2,429 | 91 | 3.9% | $1.50万 | 加仓 |
| QYLD | GLOBAL X FDS | $40.42万 | 0.03% | 23,567 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $41.07万 | 0.03% | 7,992 | 336 | 4.4% | $1.73万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $41.69万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $41.83万 | 0.03% | 12,500 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $41.88万 | 0.03% | 5,822 | 585 | 11.2% | $4.21万 | 加仓 |
| BOND | PIMCO ETF TR | $42.65万 | 0.03% | 4,621 | 441 | 10.6% | $4.07万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $42.80万 | 0.03% | 9,375 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $42.93万 | 0.03% | 325 | 59 | 22.2% | $7.79万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $44.26万 | 0.03% | 3,176 | 5 | 0.2% | $697 | 加仓 |
| AGG | ISHARES TR | $44.27万 | 0.03% | 4,460 | -2,275 | -33.8% | -$22.58万 | 减仓 |
| IWX | ISHARES TR | $44.48万 | 0.03% | 4,800 | -200 | -4.0% | -$1.85万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $44.78万 | 0.03% | 8,900 | 1,048 | 13.3% | $5.27万 | 加仓 |
| EVER | EVERQUOTE INC | $45.50万 | 0.03% | 29,507 | -518 | -1.7% | -$7,988 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $46.05万 | 0.03% | 999 | 69 | 7.4% | $3.18万 | 加仓 |
| IXUS | ISHARES TR | $46.95万 | 0.04% | 5,419 | 299 | 5.8% | $2.59万 | 加仓 |
| MLPX | GLOBAL X FDS | $47.54万 | 0.04% | 6,430 | 325 | 5.3% | $2.40万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $47.58万 | 0.04% | 113 | 113 | — | $47.58万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $47.63万 | 0.04% | 11,049 | 825 | 8.1% | $3.56万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $47.66万 | 0.04% | 1,634 | 933 | 133.1% | $27.21万 | 加仓 |
| HEI | HEICO CORP NEW | $48.15万 | 0.04% | 1,756 | -61 | -3.4% | -$1.67万 | 减仓 |
| EMR | EMERSON ELEC CO | $49.16万 | 0.04% | 3,752 | -100 | -2.6% | -$1.31万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $49.27万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $49.32万 | 0.04% | 8,332 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $49.64万 | 0.04% | 7,523 | -198 | -2.6% | -$1.31万 | 减仓 |
| PFE | PFIZER INC | $49.68万 | 0.04% | 17,693 | 1,186 | 7.2% | $3.33万 | 加仓 |
| EIX | EDISON INTL | $50.16万 | 0.04% | 6,855 | 6,855 | — | $50.16万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $50.65万 | 0.04% | 3,864 | 97 | 2.6% | $1.27万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $50.86万 | 0.04% | 5,476 | 728 | 15.3% | $6.76万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $51.40万 | 0.04% | 7,225 | 300 | 4.3% | $2.13万 | 加仓 |
| BAND | BANDWIDTH INC | $51.88万 | 0.04% | 29,113 | 1 | 0.0% | $18 | 加仓 |
| HYMB | SPDR SERIES TRUST | $52.51万 | 0.04% | 21,175 | 1,035 | 5.1% | $2.57万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $52.59万 | 0.04% | 1,204 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $52.84万 | 0.04% | 5,371 | -5,362 | -50.0% | -$52.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.98万 | 0.04% | 1,958 | -2 | -0.1% | -$541 | 减仓 |
| DOW | DOW HLDGS INC | $53.05万 | 0.04% | 12,737 | 12,737 | — | $53.05万 | 新建仓 |
| AMGN | AMGEN INC | $53.23万 | 0.04% | 1,513 | 616 | 68.7% | $21.67万 | 加仓 |
| IWB | ISHARES TR | $53.38万 | 0.04% | 1,497 | 710 | 90.2% | $25.32万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $53.41万 | 0.04% | 9,440 | 600 | 6.8% | $3.39万 | 加仓 |
| DG | DOLLAR GEN CORP | $53.42万 | 0.04% | 4,499 | 1,728 | 62.4% | $20.52万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $53.75万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $53.94万 | 0.04% | 11,131 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $54.12万 | 0.04% | 5,615 | -240 | -4.1% | -$2.31万 | 减仓 |
| SBUX | STARBUCKS CORP | $54.90万 | 0.04% | 6,128 | 355 | 6.1% | $3.18万 | 加仓 |
| — | HONEYWELL INTL INC | $55.94万 | 0.04% | 2,475 | 748 | 43.3% | $16.91万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $56.37万 | 0.04% | 24,500 | 24,500 | — | $56.37万 | 新建仓 |
| UNP | UNION PAC CORP | $56.72万 | 0.04% | 2,338 | 34 | 1.5% | $8,249 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $57.12万 | 0.04% | 28,878 | 57 | 0.2% | $1,127 | 加仓 |
| GLW | CORNING INC | $57.31万 | 0.04% | 4,215 | 1,822 | 76.1% | $24.77万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $57.41万 | 0.04% | 17,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $57.90万 | 0.04% | 1,694 | 586 | 52.9% | $20.03万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $58.86万 | 0.04% | 1,715 | 480 | 38.9% | $16.47万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $59.07万 | 0.04% | 9,739 | 9,739 | — | $59.07万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $59.77万 | 0.05% | 989 | 226 | 29.6% | $13.66万 | 加仓 |
| WFC | WELLS FARGO & CO | $61.10万 | 0.05% | 7,675 | 385 | 5.3% | $3.07万 | 加仓 |
| NKE | NIKE INC | $61.45万 | 0.05% | 11,633 | 3,298 | 39.6% | $17.42万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $62.73万 | 0.05% | 13,145 | -10 | -0.1% | -$477 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $62.94万 | 0.05% | 3,926 | -72 | -1.8% | -$1.15万 | 减仓 |
| SO | SOUTHERN CO | $63.58万 | 0.05% | 6,587 | -101 | -1.5% | -$9,749 | 减仓 |
| PEP | PEPSICO INC | $64.15万 | 0.05% | 4,131 | 1,950 | 89.4% | $30.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $64.30万 | 0.05% | 10,034 | 1,450 | 16.9% | $9.29万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $66.20万 | 0.05% | 8,000 | 5,000 | 166.7% | $41.38万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $66.77万 | 0.05% | 10,900 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $66.80万 | 0.05% | 1,711 | 55 | 3.3% | $2.15万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $67.49万 | 0.05% | 1,373 | 99 | 7.8% | $4.87万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $67.91万 | 0.05% | 2,245 | 41 | 1.9% | $1.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $68.45万 | 0.05% | 1,186 | -55 | -4.4% | -$3.17万 | 减仓 |
| QUAL | ISHARES TR | $69.61万 | 0.05% | 3,629 | -110 | -2.9% | -$2.11万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $69.70万 | 0.05% | 3,823 | -30 | -0.8% | -$5,470 | 减仓 |
| VB | VANGUARD INDEX FDS | $70.72万 | 0.05% | 2,700 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $70.83万 | 0.05% | 3,352 | 47 | 1.4% | $9,932 | 加仓 |
| FDX | FEDEX CORP | $70.96万 | 0.05% | 1,992 | 543 | 37.5% | $19.34万 | 加仓 |