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 |
|---|---|---|---|---|---|---|---|---|
| AON | AON PLC | $71.53万 | 0.05% | 2,216 | 631 | 39.8% | $20.37万 | 加仓 |
| RXO | RXO INC | $71.66万 | 0.05% | 49,017 | 39,007 | 389.7% | $57.03万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $72.01万 | 0.05% | 5,418 | -450 | -7.7% | -$5.98万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $72.43万 | 0.05% | 12,323 | 3,881 | 46.0% | $22.81万 | 加仓 |
| SYK | STRYKER CORPORATION | $72.45万 | 0.05% | 2,205 | 504 | 29.6% | $16.56万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $73.87万 | 0.06% | 29,846 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $74.06万 | 0.06% | 15,000 | 1,000 | 7.1% | $4.94万 | 加仓 |
| GEV | GE VERNOVA INC | $74.20万 | 0.06% | 850 | 116 | 15.8% | $10.13万 | 加仓 |
| PSX | PHILLIPS 66 | $75.53万 | 0.06% | 4,146 | 1,411 | 51.6% | $25.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.78万 | 0.06% | 5,249 | 445 | 9.3% | $6.51万 | 加仓 |
| TFC | TRUIST FINL CORP | $76.80万 | 0.06% | 16,706 | 953 | 6.0% | $4.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $78.04万 | 0.06% | 1,200 | -100 | -7.7% | -$6.50万 | 减仓 |
| BX | BLACKSTONE INC | $78.61万 | 0.06% | 6,836 | 177 | 2.7% | $2.04万 | 加仓 |
| MMM | 3M CO | $79.01万 | 0.06% | 5,440 | 89 | 1.7% | $1.29万 | 加仓 |
| MSTR | STRATEGY INC | $80.12万 | 0.06% | 6,420 | -94 | -1.4% | -$1.17万 | 减仓 |
| SLDP | SOLID POWER INC | $81.00万 | 0.06% | 270,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $84.77万 | 0.06% | 7,475 | 228 | 3.1% | $2.59万 | 加仓 |
| CSCO | CISCO SYS INC | $86.81万 | 0.07% | 11,188 | 77 | 0.7% | $5,974 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $87.07万 | 0.07% | 11,105 | -130 | -1.2% | -$1.02万 | 减仓 |
| SLI | STANDARD LITHIUM LTD | $87.30万 | 0.07% | 256,000 | -50,000 | -16.3% | -$17.05万 | 减仓 |
| NFLX | NETFLIX INC. | $87.60万 | 0.07% | 9,111 | -32 | -0.3% | -$3,077 | 减仓 |
| MS | MORGAN STANLEY | $88.40万 | 0.07% | 5,372 | 125 | 2.4% | $2.06万 | 加仓 |
| DE | DEERE & CO | $89.85万 | 0.07% | 1,595 | -27 | -1.7% | -$1.52万 | 减仓 |
| IQLT | ISHARES TR | $94.36万 | 0.07% | 20,410 | 230 | 1.1% | $1.06万 | 加仓 |
| LOW | LOWES COS INC | $96.99万 | 0.07% | 4,105 | -21 | -0.5% | -$4,962 | 减仓 |
| PRK | PARK NATL CORP | $97.04万 | 0.07% | 5,937 | 1 | 0.0% | $163 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $97.36万 | 0.07% | 12,964 | -3,632 | -21.9% | -$27.28万 | 减仓 |
| IWD | ISHARES TR | $99.01万 | 0.07% | 4,634 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $100.31万 | 0.08% | 1,043 | 74 | 7.6% | $7.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $100.53万 | 0.08% | 2,012 | -27 | -1.3% | -$1.35万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $100.62万 | 0.08% | 3,506 | 239 | 7.3% | $6.86万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $100.80万 | 0.08% | 20,079 | -237 | -1.2% | -$1.19万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $101.42万 | 0.08% | 4,747 | -102 | -2.1% | -$2.18万 | 减仓 |
| MCD | MCDONALDS CORP | $102.84万 | 0.08% | 3,309 | 27 | 0.8% | $8,391 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $103.67万 | 0.08% | 22,245 | -24,200 | -52.1% | -$112.78万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $103.83万 | 0.08% | 24,425 | 3,510 | 16.8% | $14.92万 | 加仓 |
| KO | COCA COLA CO | $104.50万 | 0.08% | 13,741 | -248 | -1.8% | -$1.89万 | 减仓 |
| GE | GE AEROSPACE | $107.03万 | 0.08% | 3,772 | 853 | 29.2% | $24.20万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $107.07万 | 0.08% | 4,273 | 939 | 28.2% | $23.53万 | 加仓 |
| ORCL | ORACLE CORP | $108.83万 | 0.08% | 7,398 | -895 | -10.8% | -$13.17万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $109.34万 | 0.08% | 37,600 | -100 | -0.3% | -$2,908 | 减仓 |
| EFA | ISHARES TR | $109.42万 | 0.08% | 11,265 | -480 | -4.1% | -$4.66万 | 减仓 |
| SMMU | PIMCO ETF TR | $109.79万 | 0.08% | 21,762 | -810 | -3.6% | -$4.09万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $112.89万 | 0.09% | 28,414 | -1,161 | -3.9% | -$4.61万 | 减仓 |
| TJX | TJX COS INC NEW | $112.92万 | 0.09% | 7,071 | 1,461 | 26.0% | $23.33万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $117.23万 | 0.09% | 622 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $118.35万 | 0.09% | 26,000 | 0 | 0.0% | — | 不变 |
| UMAR | INNOVATOR ETFS TRUST | $122.66万 | 0.09% | 30,865 | 1,200 | 4.0% | $4.77万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $123.85万 | 0.09% | 2,617 | -639 | -19.6% | -$30.24万 | 减仓 |
| IWY | ISHARES TR | $124.42万 | 0.09% | 5,000 | -110 | -2.2% | -$2.74万 | 减仓 |
| IAU | ISHARES GOLD TR | $126.07万 | 0.10% | 14,300 | 3,000 | 26.5% | $26.45万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $136.21万 | 0.10% | 9,430 | 338 | 3.7% | $4.88万 | 加仓 |
| IVV | ISHARES TR | $140.18万 | 0.11% | 2,146 | 5 | 0.2% | $3,266 | 加仓 |
| MRK | MERCK & CO INC | $147.58万 | 0.11% | 12,269 | -87 | -0.7% | -$1.05万 | 减仓 |
| IWM | ISHARES TR | $155.20万 | 0.12% | 6,258 | -1,096 | -14.9% | -$27.18万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $156.15万 | 0.12% | 11,925 | -92 | -0.8% | -$1.20万 | 减仓 |
| ITOT | ISHARES TR | $156.20万 | 0.12% | 10,967 | 478 | 4.6% | $6.81万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $164.35万 | 0.12% | 42,777 | -384 | -0.9% | -$1.48万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $172.67万 | 0.13% | 5,111 | 2,460 | 92.8% | $83.11万 | 加仓 |
| MLPB | UBS AG LONDON BRANCH | $174.28万 | 0.13% | 60,033 | 1,205 | 2.0% | $3.50万 | 加仓 |
| BAC | BANK AMERICA CORP | $175.75万 | 0.13% | 36,050 | 1,360 | 3.9% | $6.63万 | 加仓 |
| — | CALAMOS ETF TR | $176.49万 | 0.13% | 93,554 | -63,823 | -40.6% | -$120.40万 | 减仓 |
| — | PACER FDS TR | $182.00万 | 0.14% | 69,180 | 69,180 | — | $182.00万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $186.77万 | 0.14% | 9,027 | 309 | 3.5% | $6.39万 | 加仓 |
| HD | HOME DEPOT INC | $187.39万 | 0.14% | 5,698 | 29 | 0.5% | $9,537 | 加仓 |
| IWR | ISHARES TR | $188.08万 | 0.14% | 19,344 | -575 | -2.9% | -$5.59万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $190.53万 | 0.14% | 5,939 | -650 | -9.9% | -$20.85万 | 减仓 |
| ABBV | ABBVIE INC | $192.39万 | 0.15% | 8,846 | -29 | -0.3% | -$6,307 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $199.40万 | 0.15% | 47,522 | -12,609 | -21.0% | -$52.91万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $203.59万 | 0.15% | 10,008 | 73 | 0.7% | $1.49万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $207.34万 | 0.16% | 26,067 | -5,814 | -18.2% | -$46.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $207.58万 | 0.16% | 8,564 | 369 | 4.5% | $8.94万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $207.65万 | 0.16% | 2,454 | -33 | -1.3% | -$2.79万 | 减仓 |
| V | VISA INC | $216.96万 | 0.16% | 7,178 | -105 | -1.4% | -$3.17万 | 减仓 |
| RTX | RTX CORPORATION | $217.69万 | 0.16% | 11,285 | -305 | -2.6% | -$5.88万 | 减仓 |
| CAT | CATERPILLAR INC | $219.20万 | 0.17% | 3,094 | -151 | -4.7% | -$10.70万 | 减仓 |
| LLY | ELI LILLY & CO | $222.80万 | 0.17% | 2,422 | 145 | 6.4% | $13.34万 | 加仓 |
| VGT | VANGUARD WORLD FD | $224.21万 | 0.17% | 3,214 | -16 | -0.5% | -$1.12万 | 减仓 |
| WMT | WALMART INC | $235.36万 | 0.18% | 18,938 | -62 | -0.3% | -$7,705 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $255.98万 | 0.19% | 2,569 | 299 | 13.2% | $29.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $262.26万 | 0.20% | 10,729 | -244 | -2.2% | -$5.96万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $274.05万 | 0.21% | 50,703 | 1,950 | 4.0% | $10.54万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $278.09万 | 0.21% | 71,598 | 12,557 | 21.3% | $48.77万 | 加仓 |
| PYLD | PIMCO ETF TR | $288.00万 | 0.22% | 109,925 | -192,346 | -63.6% | -$503.95万 | 减仓 |
| IWF | ISHARES TR | $297.10万 | 0.22% | 6,968 | -590 | -7.8% | -$25.16万 | 减仓 |
| — | EXXON MOBIL CORP | $298.40万 | 0.23% | 17,588 | 371 | 2.2% | $6.29万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $338.45万 | 0.26% | 86,960 | 86,960 | — | $338.45万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $373.24万 | 0.28% | 78,510 | 4,040 | 5.4% | $19.21万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $385.67万 | 0.29% | 39,390 | -1,366 | -3.4% | -$13.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $397.06万 | 0.30% | 13,498 | -39 | -0.3% | -$1.15万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $423.33万 | 0.32% | 79,281 | 8,317 | 11.7% | $44.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $438.27万 | 0.33% | 129,170 | 8,523 | 7.1% | $28.92万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $440.08万 | 0.33% | 49,614 | 2,567 | 5.5% | $22.77万 | 加仓 |
| GLD | SPDR GOLD TR | $444.96万 | 0.34% | 10,341 | -305 | -2.9% | -$13.12万 | 减仓 |
| TSLA | TESLA INC | $471.68万 | 0.36% | 12,688 | -222 | -1.7% | -$8.25万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $475.21万 | 0.36% | 148,738 | 1,388 | 0.9% | $4.43万 | 加仓 |
| PTNQ | PACER FDS TR | $480.73万 | 0.36% | 65,890 | 854 | 1.3% | $6.23万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $485.12万 | 0.37% | 144,080 | 144,080 | — | $485.12万 | 新建仓 |
| GOOG | ALPHABET INC | $488.34万 | 0.37% | 17,024 | 122 | 0.7% | $3.50万 | 加仓 |