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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $140.18万 | 0.11% | 2,146 | 5 | 0.2% | $3,266 | 加仓 |
| PG | PROCTER & GAMBLE CO | $136.21万 | 0.10% | 9,430 | 338 | 3.7% | $4.88万 | 加仓 |
| IAU | ISHARES GOLD TR | $126.07万 | 0.10% | 14,300 | 3,000 | 26.5% | $26.45万 | 加仓 |
| IWY | ISHARES TR | $124.42万 | 0.09% | 5,000 | -110 | -2.2% | -$2.74万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $123.85万 | 0.09% | 2,617 | -639 | -19.6% | -$30.24万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $122.66万 | 0.09% | 30,865 | 1,200 | 4.0% | $4.77万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $118.35万 | 0.09% | 26,000 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $117.23万 | 0.09% | 622 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $112.92万 | 0.09% | 7,071 | 1,461 | 26.0% | $23.33万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $112.89万 | 0.09% | 28,414 | -1,161 | -3.9% | -$4.61万 | 减仓 |
| SMMU | PIMCO ETF TR | $109.79万 | 0.08% | 21,762 | -810 | -3.6% | -$4.09万 | 减仓 |
| EFA | ISHARES TR | $109.42万 | 0.08% | 11,265 | -480 | -4.1% | -$4.66万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $109.34万 | 0.08% | 37,600 | -100 | -0.3% | -$2,908 | 减仓 |
| ORCL | ORACLE CORP | $108.83万 | 0.08% | 7,398 | -895 | -10.8% | -$13.17万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $107.07万 | 0.08% | 4,273 | 939 | 28.2% | $23.53万 | 加仓 |
| GE | GE AEROSPACE | $107.03万 | 0.08% | 3,772 | 853 | 29.2% | $24.20万 | 加仓 |
| KO | COCA COLA CO | $104.50万 | 0.08% | 13,741 | -248 | -1.8% | -$1.89万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $103.83万 | 0.08% | 24,425 | 3,510 | 16.8% | $14.92万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $103.67万 | 0.08% | 22,245 | -24,200 | -52.1% | -$112.78万 | 减仓 |
| MCD | MCDONALDS CORP | $102.84万 | 0.08% | 3,309 | 27 | 0.8% | $8,391 | 加仓 |
| LRCX | LAM RESEARCH CORP | $101.42万 | 0.08% | 4,747 | -102 | -2.1% | -$2.18万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $100.80万 | 0.08% | 20,079 | -237 | -1.2% | -$1.19万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $100.62万 | 0.08% | 3,506 | 239 | 7.3% | $6.86万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $100.53万 | 0.08% | 2,012 | -27 | -1.3% | -$1.35万 | 减仓 |
| BLK | BLACKROCK INC | $100.31万 | 0.08% | 1,043 | 74 | 7.6% | $7.12万 | 加仓 |
| IWD | ISHARES TR | $99.01万 | 0.07% | 4,634 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $97.36万 | 0.07% | 12,964 | -3,632 | -21.9% | -$27.28万 | 减仓 |
| PRK | PARK NATL CORP | $97.04万 | 0.07% | 5,937 | 1 | 0.0% | $163 | 加仓 |
| LOW | LOWES COS INC | $96.99万 | 0.07% | 4,105 | -21 | -0.5% | -$4,962 | 减仓 |
| IQLT | ISHARES TR | $94.36万 | 0.07% | 20,410 | 230 | 1.1% | $1.06万 | 加仓 |
| DE | DEERE & CO | $89.85万 | 0.07% | 1,595 | -27 | -1.7% | -$1.52万 | 减仓 |
| MS | MORGAN STANLEY | $88.40万 | 0.07% | 5,372 | 125 | 2.4% | $2.06万 | 加仓 |
| NFLX | NETFLIX INC. | $87.60万 | 0.07% | 9,111 | -32 | -0.3% | -$3,077 | 减仓 |
| SLI | STANDARD LITHIUM LTD | $87.30万 | 0.07% | 256,000 | -50,000 | -16.3% | -$17.05万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $87.07万 | 0.07% | 11,105 | -130 | -1.2% | -$1.02万 | 减仓 |
| CSCO | CISCO SYS INC | $86.81万 | 0.07% | 11,188 | 77 | 0.7% | $5,974 | 加仓 |
| C | CITIGROUP INC | $84.77万 | 0.06% | 7,475 | 228 | 3.1% | $2.59万 | 加仓 |
| SLDP | SOLID POWER INC | $81.00万 | 0.06% | 270,000 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $80.12万 | 0.06% | 6,420 | -94 | -1.4% | -$1.17万 | 减仓 |
| MMM | 3M CO | $79.01万 | 0.06% | 5,440 | 89 | 1.7% | $1.29万 | 加仓 |
| BX | BLACKSTONE INC | $78.61万 | 0.06% | 6,836 | 177 | 2.7% | $2.04万 | 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 |
| TFC | TRUIST FINL CORP | $76.80万 | 0.06% | 16,706 | 953 | 6.0% | $4.38万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.78万 | 0.06% | 5,249 | 445 | 9.3% | $6.51万 | 加仓 |
| PSX | PHILLIPS 66 | $75.53万 | 0.06% | 4,146 | 1,411 | 51.6% | $25.71万 | 加仓 |
| GEV | GE VERNOVA INC | $74.20万 | 0.06% | 850 | 116 | 15.8% | $10.13万 | 加仓 |
| SPYI | NEOS ETF TRUST | $74.06万 | 0.06% | 15,000 | 1,000 | 7.1% | $4.94万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $73.87万 | 0.06% | 29,846 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $72.45万 | 0.05% | 2,205 | 504 | 29.6% | $16.56万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $72.43万 | 0.05% | 12,323 | 3,881 | 46.0% | $22.81万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $72.01万 | 0.05% | 5,418 | -450 | -7.7% | -$5.98万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $71.66万 | 0.05% | 49,017 | 39,007 | 389.7% | $57.03万 | 加仓 |
| AON | AON PLC | $71.53万 | 0.05% | 2,216 | 631 | 39.8% | $20.37万 | 加仓 |
| FDX | FEDEX CORP | $70.96万 | 0.05% | 1,992 | 543 | 37.5% | $19.34万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $70.83万 | 0.05% | 3,352 | 47 | 1.4% | $9,932 | 加仓 |
| VB | VANGUARD INDEX FDS | $70.72万 | 0.05% | 2,700 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $69.70万 | 0.05% | 3,823 | -30 | -0.8% | -$5,470 | 减仓 |
| QUAL | ISHARES TR | $69.61万 | 0.05% | 3,629 | -110 | -2.9% | -$2.11万 | 减仓 |
| QQQ | INVESCO QQQ TR | $68.45万 | 0.05% | 1,186 | -55 | -4.4% | -$3.17万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $67.91万 | 0.05% | 2,245 | 41 | 1.9% | $1.24万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $67.49万 | 0.05% | 1,373 | 99 | 7.8% | $4.87万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $66.80万 | 0.05% | 1,711 | 55 | 3.3% | $2.15万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $66.77万 | 0.05% | 10,900 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $66.20万 | 0.05% | 8,000 | 5,000 | 166.7% | $41.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $64.30万 | 0.05% | 10,034 | 1,450 | 16.9% | $9.29万 | 加仓 |
| PEP | PEPSICO INC | $64.15万 | 0.05% | 4,131 | 1,950 | 89.4% | $30.28万 | 加仓 |
| SO | SOUTHERN CO | $63.58万 | 0.05% | 6,587 | -101 | -1.5% | -$9,749 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $62.94万 | 0.05% | 3,926 | -72 | -1.8% | -$1.15万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $62.73万 | 0.05% | 13,145 | -10 | -0.1% | -$477 | 减仓 |
| NKE | NIKE INC | $61.45万 | 0.05% | 11,633 | 3,298 | 39.6% | $17.42万 | 加仓 |
| WFC | WELLS FARGO & CO | $61.10万 | 0.05% | 7,675 | 385 | 5.3% | $3.07万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $59.77万 | 0.05% | 989 | 226 | 29.6% | $13.66万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $59.07万 | 0.04% | 9,739 | 9,739 | — | $59.07万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $58.86万 | 0.04% | 1,715 | 480 | 38.9% | $16.47万 | 加仓 |
| AMAT | APPLIED MATLS INC | $57.90万 | 0.04% | 1,694 | 586 | 52.9% | $20.03万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $57.41万 | 0.04% | 17,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $57.31万 | 0.04% | 4,215 | 1,822 | 76.1% | $24.77万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $57.12万 | 0.04% | 28,878 | 57 | 0.2% | $1,127 | 加仓 |
| UNP | UNION PAC CORP | $56.72万 | 0.04% | 2,338 | 34 | 1.5% | $8,249 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $56.37万 | 0.04% | 24,500 | 24,500 | — | $56.37万 | 新建仓 |
| — | HONEYWELL INTL INC | $55.94万 | 0.04% | 2,475 | 748 | 43.3% | $16.91万 | 加仓 |
| SBUX | STARBUCKS CORP | $54.90万 | 0.04% | 6,128 | 355 | 6.1% | $3.18万 | 加仓 |
| DIS | DISNEY WALT CO | $54.12万 | 0.04% | 5,615 | -240 | -4.1% | -$2.31万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $53.94万 | 0.04% | 11,131 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $53.75万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $53.42万 | 0.04% | 4,499 | 1,728 | 62.4% | $20.52万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $53.41万 | 0.04% | 9,440 | 600 | 6.8% | $3.39万 | 加仓 |
| IWB | ISHARES TR | $53.38万 | 0.04% | 1,497 | 710 | 90.2% | $25.32万 | 加仓 |
| AMGN | AMGEN INC | $53.23万 | 0.04% | 1,513 | 616 | 68.7% | $21.67万 | 加仓 |
| DOW | DOW HLDGS INC | $53.05万 | 0.04% | 12,737 | 12,737 | — | $53.05万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.98万 | 0.04% | 1,958 | -2 | -0.1% | -$541 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $52.84万 | 0.04% | 5,371 | -5,362 | -50.0% | -$52.75万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $52.59万 | 0.04% | 1,204 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $52.51万 | 0.04% | 21,175 | 1,035 | 5.1% | $2.57万 | 加仓 |
| BAND | BANDWIDTH INC | $51.88万 | 0.04% | 29,113 | 1 | 0.0% | $18 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $51.40万 | 0.04% | 7,225 | 300 | 4.3% | $2.13万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $50.86万 | 0.04% | 5,476 | 728 | 15.3% | $6.76万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $50.65万 | 0.04% | 3,864 | 97 | 2.6% | $1.27万 | 加仓 |
| EIX | EDISON INTL | $50.16万 | 0.04% | 6,855 | 6,855 | — | $50.16万 | 新建仓 |