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 |
|---|---|---|---|---|---|---|---|---|
| IFLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -380,269 | -100.0% | -$707.30万 | 清仓 |
| IBTH | ISHARES TR | $0 | 0.00% | 0 | -253,303 | -100.0% | -$569.17万 | 清仓 |
| PMAR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -30,835 | -100.0% | -$138.58万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -38,716 | -100.0% | -$66.79万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -8,483 | -100.0% | -$55.57万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -20,850 | -100.0% | -$41.10万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -25,400 | -100.0% | -$37.11万 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,747 | -100.0% | -$26.88万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -158 | -100.0% | -$26.71万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,287 | -100.0% | -$25.70万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,377 | -100.0% | -$25.32万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,268 | -100.0% | -$24.29万 | 清仓 |
| PAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,102 | -100.0% | -$23.87万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -11,316 | -100.0% | -$22.89万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,503 | -100.0% | -$22.78万 | 清仓 |
| XPEV | XPENG INC | $0 | 0.00% | 0 | -10,284 | -100.0% | -$20.86万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DNUT | KRISPY KREME INC 看涨期权 | $0 | 0.00% | 0 | -45,000 | -100.0% | -$18.09万 | 清仓 |
| — | FLYEXCLUSIVE INC | $6.37万 | 0.00% | 28,200 | 0 | 0.0% | — | 不变 |
| — | GABELLI CONV & INC SECS FD I | $9.93万 | 0.01% | 23,194 | -8,500 | -26.8% | -$3.64万 | 减仓 |
| FTRE | FORTREA HLDGS INC | $14.92万 | 0.01% | 15,841 | 31 | 0.2% | $292 | 加仓 |
| DNUT | KRISPY KREME INC | $15.60万 | 0.01% | 46,017 | 17 | 0.0% | $58 | 加仓 |
| — | THEMES ETF TR | $15.79万 | 0.01% | 15,500 | 15,500 | — | $15.79万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $16.02万 | 0.01% | 13,044 | 13,044 | — | $16.02万 | 新建仓 |
| RUN | SUNRUN INC | $16.39万 | 0.01% | 12,088 | -257 | -2.1% | -$3,485 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $16.58万 | 0.01% | 19,150 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $20.01万 | 0.02% | 271 | 271 | — | $20.01万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.21万 | 0.02% | 5,200 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $20.35万 | 0.02% | 1,545 | 1,545 | — | $20.35万 | 新建仓 |
| CVS | CVS HEALTH CORP | $20.37万 | 0.02% | 2,836 | 2,836 | — | $20.37万 | 新建仓 |
| IGSB | ISHARES TR | $20.66万 | 0.02% | 3,930 | -200 | -4.8% | -$1.05万 | 减仓 |
| UL | UNILEVER PLC | $20.96万 | 0.02% | 3,679 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $21.15万 | 0.02% | 310 | 310 | — | $21.15万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.16万 | 0.02% | 613 | 613 | — | $21.16万 | 新建仓 |
| CNC | CENTENE CORP DEL | $21.17万 | 0.02% | 6,466 | 6,466 | — | $21.17万 | 新建仓 |
| IWF | ISHARES TR 看跌期权 | $21.32万 | 0.02% | 500 | 500 | — | $21.32万 | 新建仓 |
| MCK | MCKESSON CORP | $21.37万 | 0.02% | 247 | 247 | — | $21.37万 | 新建仓 |
| CI | THE CIGNA GROUP | $21.50万 | 0.02% | 806 | 806 | — | $21.50万 | 新建仓 |
| XBIL | RBB FD INC | $21.51万 | 0.02% | 4,300 | 4,300 | — | $21.51万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $21.53万 | 0.02% | 3,238 | 3,238 | — | $21.53万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.71万 | 0.02% | 889 | 889 | — | $21.71万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $21.73万 | 0.02% | 8,319 | 8,319 | — | $21.73万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.86万 | 0.02% | 1,476 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.07万 | 0.02% | 653 | 653 | — | $22.07万 | 新建仓 |
| — | PEAKSTONE REALTY TRUST | $22.12万 | 0.02% | 10,590 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $22.22万 | 0.02% | 1,063 | 1,063 | — | $22.22万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $22.33万 | 0.02% | 3,139 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $22.33万 | 0.02% | 3,485 | 3,485 | — | $22.33万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $22.41万 | 0.02% | 3,954 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $22.43万 | 0.02% | 4,889 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $22.56万 | 0.02% | 928 | 928 | — | $22.56万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $22.75万 | 0.02% | 2,216 | 301 | 15.7% | $3.09万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $22.88万 | 0.02% | 1,053 | 1,053 | — | $22.88万 | 新建仓 |
| CME | CME GROUP INC | $23.01万 | 0.02% | 779 | -223 | -22.3% | -$6.59万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $23.09万 | 0.02% | 400 | 400 | — | $23.09万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $23.14万 | 0.02% | 3,347 | 3,347 | — | $23.14万 | 新建仓 |
| IJJ | ISHARES TR | $23.19万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $23.20万 | 0.02% | 713 | 713 | — | $23.20万 | 新建仓 |
| ABNB | AIRBNB INC | $23.36万 | 0.02% | 1,850 | 1,850 | — | $23.36万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.38万 | 0.02% | 561 | 3 | 0.5% | $1,250 | 加仓 |
| NEM | NEWMONT CORP | $23.72万 | 0.02% | 2,191 | 2,191 | — | $23.72万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $23.89万 | 0.02% | 3,251 | 3,251 | — | $23.89万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $24.28万 | 0.02% | 1,146 | 1,146 | — | $24.28万 | 新建仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $24.39万 | 0.02% | 6,400 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $24.40万 | 0.02% | 896 | 41 | 4.8% | $1.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $24.42万 | 0.02% | 1,400 | 1,400 | — | $24.42万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $24.66万 | 0.02% | 2,246 | 2,246 | — | $24.66万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $24.79万 | 0.02% | 4,926 | 4,926 | — | $24.79万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.83万 | 0.02% | 1,896 | 1,896 | — | $24.83万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.88万 | 0.02% | 557 | -27 | -4.6% | -$1.21万 | 减仓 |
| APH | AMPHENOL CORP | $25.00万 | 0.02% | 1,979 | 1,979 | — | $25.00万 | 新建仓 |
| EOG | EOG RES INC | $25.30万 | 0.02% | 1,750 | 1,750 | — | $25.30万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $25.84万 | 0.02% | 6,847 | 3 | 0.0% | $113 | 加仓 |
| COP | CONOCOPHILLIPS | $25.86万 | 0.02% | 1,959 | 1,959 | — | $25.86万 | 新建仓 |
| ITT | ITT INC | $26.14万 | 0.02% | 1,372 | 1,372 | — | $26.14万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.30万 | 0.02% | 6,951 | -369 | -5.0% | -$1.40万 | 减仓 |
| INTC | INTEL CORP | $26.42万 | 0.02% | 5,986 | -3,219 | -35.0% | -$14.21万 | 减仓 |
| TXN | TEXAS INSTRS INC | $26.48万 | 0.02% | 1,364 | 42 | 3.2% | $8,154 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $26.59万 | 0.02% | 4,091 | 4,091 | — | $26.59万 | 新建仓 |
| MAS | MASCO CORP | $26.85万 | 0.02% | 4,448 | 275 | 6.6% | $1.66万 | 加仓 |
| AZN | ASTRAZENECA PLC | $27.14万 | 0.02% | 1,376 | 1,376 | — | $27.14万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $27.92万 | 0.02% | 1,085 | -20 | -1.8% | -$5,147 | 减仓 |
| SPGI | S&P GLOBAL INC | $27.94万 | 0.02% | 657 | 657 | — | $27.94万 | 新建仓 |
| GM | GENERAL MTRS CO | $28.45万 | 0.02% | 3,819 | 3,819 | — | $28.45万 | 新建仓 |
| MKL | MARKEL GROUP INC | $28.52万 | 0.02% | 149 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $28.75万 | 0.02% | 1,576 | 1,576 | — | $28.75万 | 新建仓 |
| EEM | ISHARES TR | $29.11万 | 0.02% | 5,126 | 23 | 0.5% | $1,306 | 加仓 |
| NUE | NUCOR CORP | $29.15万 | 0.02% | 1,724 | 109 | 6.7% | $1.84万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $29.66万 | 0.02% | 2,370 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $30.03万 | 0.02% | 1,415 | 6 | 0.4% | $1,273 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $30.18万 | 0.02% | 4,810 | 2,374 | 97.5% | $14.90万 | 加仓 |
| CRM | SALESFORCE INC | $30.18万 | 0.02% | 1,617 | 163 | 11.2% | $3.04万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $30.38万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $30.45万 | 0.02% | 9,926 | 1,014 | 11.4% | $3.11万 | 加仓 |
| T | AT&T INC | $30.48万 | 0.02% | 10,514 | 310 | 3.0% | $8,987 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $30.65万 | 0.02% | 1,133 | 1,133 | — | $30.65万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $30.75万 | 0.02% | 5,505 | -125 | -2.2% | -$6,981 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.84万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $31.05万 | 0.02% | 16,500 | -6,000 | -26.7% | -$11.29万 | 减仓 |