MBL Wealth, LLC
CHARLOTTE NC · SEC CIK 0001845785
$14.65亿2026Q2 申报市值
386持仓数
45.9%前十大占比 · 第一大 11.1%
81 / 32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
BIL 加仓+$1,827.30万
CALAMOS ETF TR 加仓+$615.50万
JCPB 加仓+$288.31万
IJH 加仓+$261.90万
GRNY 加仓+$220.36万
2026Q2 卖出最多 按季末市值估算
CALAMOS ETF TR 清仓-$625.60万
NVDA 减仓-$508.23万
EMXC 减仓-$300.87万
EXXON MOBIL CORP 清仓-$298.40万
META 减仓-$175.58万
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $161.64万 | 0.11% | 12,579 | 310 | 2.5% | $3.98万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $157.64万 | 0.11% | 51,501 | 51,501 | — | $157.64万 | 新建仓 |
| CSCO | CISCO SYS INC | $157.26万 | 0.11% | 13,388 | 2,200 | 19.7% | $25.84万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $154.22万 | 0.11% | 12,184 | 259 | 2.2% | $3.28万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $147.34万 | 0.10% | 44,260 | 1,483 | 3.5% | $4.94万 | 加仓 |
| IWM | ISHARES TR | $146.92万 | 0.10% | 4,890 | -1,368 | -21.9% | -$41.10万 | 减仓 |
| IWY | ISHARES TR | $145.31万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $144.51万 | 0.10% | 4,316 | 43 | 1.0% | $1.44万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $137.22万 | 0.09% | 29,740 | -17,782 | -37.4% | -$82.05万 | 减仓 |
| ORCL | ORACLE CORP | $135.31万 | 0.09% | 9,233 | 1,835 | 24.8% | $26.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $133.43万 | 0.09% | 9,099 | -331 | -3.5% | -$4.85万 | 减仓 |
| GEV | GE VERNOVA INC | $131.70万 | 0.09% | 1,121 | 271 | 31.9% | $31.84万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $131.16万 | 0.09% | 3,846 | -80 | -2.0% | -$2.73万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $131.15万 | 0.09% | 36,300 | -1,300 | -3.5% | -$4.70万 | 减仓 |
| AMAT | APPLIED MATLS INC | $130.86万 | 0.09% | 1,810 | 116 | 6.8% | $8.39万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $129.43万 | 0.09% | 622 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $129.07万 | 0.09% | 5,053 | 838 | 19.9% | $21.41万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $128.28万 | 0.09% | 30,365 | -500 | -1.6% | -$2.11万 | 减仓 |
| KLAC | KLA CORP | $123.01万 | 0.08% | 4,077 | 1,427 | 53.8% | $43.05万 | 加仓 |
| MS | MORGAN STANLEY | $121.85万 | 0.08% | 5,829 | 457 | 8.5% | $9.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $112.02万 | 0.08% | 1,500 | 300 | 25.0% | $22.40万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $111.72万 | 0.08% | 2,688 | 730 | 37.3% | $30.34万 | 加仓 |
| IWD | ISHARES TR | $111.37万 | 0.08% | 4,594 | -40 | -0.9% | -$9,697 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $111.18万 | 0.08% | 3,534 | 28 | 0.8% | $8,809 | 加仓 |
| IAU | ISHARES GOLD TR | $111.04万 | 0.08% | 14,705 | 405 | 2.8% | $3.06万 | 加仓 |
| SNTH | TIDAL TRUST III | $109.42万 | 0.07% | 36,804 | 36,804 | — | $109.42万 | 新建仓 |
| SMMU | PIMCO ETF TR | $109.39万 | 0.07% | 21,662 | -100 | -0.5% | -$5,050 | 减仓 |
| PRK | PARK NATL CORP | $108.64万 | 0.07% | 5,937 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $108.15万 | 0.07% | 13,307 | -434 | -3.2% | -$3.53万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $107.35万 | 0.07% | 22,500 | -3,500 | -13.5% | -$16.70万 | 减仓 |
| C | CITIGROUP INC | $106.16万 | 0.07% | 7,585 | 110 | 1.5% | $1.54万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $105.24万 | 0.07% | 1,379 | -332 | -19.4% | -$25.34万 | 减仓 |
| TJX | TJX COS INC NEW | $104.90万 | 0.07% | 6,924 | -147 | -2.1% | -$2.23万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $104.87万 | 0.07% | 12,522 | -442 | -3.4% | -$3.70万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $104.56万 | 0.07% | 26,492 | -1,922 | -6.8% | -$7.59万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $99.89万 | 0.07% | 2,562 | -55 | -2.1% | -$2.14万 | 减仓 |
| WFC | WELLS FARGO & CO | $99.47万 | 0.07% | 12,037 | 4,362 | 56.8% | $36.05万 | 加仓 |
| DE | DEERE & CO | $99.08万 | 0.07% | 1,562 | -33 | -2.1% | -$2.09万 | 减仓 |
| BLK | BLACKROCK INC | $98.37万 | 0.07% | 1,023 | -20 | -1.9% | -$1.92万 | 减仓 |
| LOW | LOWES COS INC | $97.94万 | 0.07% | 4,442 | 337 | 8.2% | $7.43万 | 加仓 |
| ILF | ISHARES TR | $97.70万 | 0.07% | 28,947 | 28,947 | — | $97.70万 | 新建仓 |
| UJAN | INNOVATOR ETFS TRUST | $96.24万 | 0.07% | 21,230 | -3,195 | -13.1% | -$14.48万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $95.23万 | 0.06% | 1,491 | 358 | 31.6% | $22.87万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $95.13万 | 0.06% | 4,993 | -425 | -7.8% | -$8.10万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $94.50万 | 0.06% | 1,840 | -172 | -8.5% | -$8.83万 | 减仓 |
| PWR | QUANTA SVCS INC | $92.38万 | 0.06% | 1,283 | 1,283 | — | $92.38万 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $91.03万 | 0.06% | 331,000 | 75,000 | 29.3% | $20.62万 | 加仓 |
| IQLT | ISHARES TR | $90.58万 | 0.06% | 18,281 | -2,129 | -10.4% | -$10.55万 | 减仓 |
| ALAB | ASTERA LABS INC | $89.84万 | 0.06% | 1,860 | 1,860 | — | $89.84万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $87.97万 | 0.06% | 20,776 | 697 | 3.5% | $2.95万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $87.01万 | 0.06% | 13,835 | 1,512 | 12.3% | $9.51万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $86.52万 | 0.06% | 11,105 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $85.60万 | 0.06% | 8,240 | -3,025 | -26.9% | -$31.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $84.76万 | 0.06% | 1,151 | -35 | -3.0% | -$2.58万 | 减仓 |
| TFC | TRUIST FINL CORP | $82.83万 | 0.06% | 16,625 | -81 | -0.5% | -$4,035 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $82.67万 | 0.06% | 29,846 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $81.84万 | 0.06% | 2,700 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $81.41万 | 0.06% | 29,508 | -19,509 | -39.8% | -$53.83万 | 减仓 |
| SNDK | SANDISK CORP | $80.94万 | 0.06% | 356 | 356 | — | $80.94万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $79.64万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $79.01万 | 0.05% | 3,326 | -26 | -0.8% | -$6,177 | 减仓 |
| QUAL | ISHARES TR | $77.66万 | 0.05% | 3,539 | -90 | -2.5% | -$1.97万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $76.33万 | 0.05% | 791 | -72 | -8.3% | -$6.95万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $76.29万 | 0.05% | 3,273 | -550 | -14.4% | -$12.82万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $74.06万 | 0.05% | 2,740 | -569 | -17.2% | -$15.38万 | 减仓 |
| MMM | 3M CO | $73.01万 | 0.05% | 4,509 | -931 | -17.1% | -$15.07万 | 减仓 |
| BX | BLACKSTONE INC | $72.93万 | 0.05% | 6,198 | -638 | -9.3% | -$7.51万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.48万 | 0.05% | 10,173 | 139 | 1.4% | $9,904 | 加仓 |
| PSX | PHILLIPS 66 | $72.37万 | 0.05% | 4,281 | 135 | 3.3% | $2.28万 | 加仓 |
| AON | AON PLC | $71.74万 | 0.05% | 2,163 | -53 | -2.4% | -$1.76万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $70.32万 | 0.05% | 2,079 | -166 | -7.4% | -$5.61万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $68.33万 | 0.05% | 2,050 | 2,050 | — | $68.33万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $67.24万 | 0.05% | 12,223 | 1,092 | 9.8% | $6.01万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $67.23万 | 0.05% | 7,660 | 2,184 | 39.9% | $19.17万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $66.12万 | 0.05% | 8,000 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $64.50万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $63.70万 | 0.04% | 2,342 | 4 | 0.2% | $1,088 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $63.26万 | 0.04% | 13,360 | -8,885 | -39.9% | -$42.07万 | 减仓 |
| HEI | HEICO CORP NEW | $62.30万 | 0.04% | 1,749 | -7 | -0.4% | -$2,493 | 减仓 |
| VUG | VANGUARD INDEX FDS | $62.23万 | 0.04% | 7,224 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $62.00万 | 0.04% | 1,514 | 17 | 1.1% | $6,962 | 加仓 |
| SBUX | STARBUCKS CORP | $61.62万 | 0.04% | 6,030 | -98 | -1.6% | -$1.00万 | 减仓 |
| SITM | SITIME CORP | $61.51万 | 0.04% | 825 | 825 | — | $61.51万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $61.30万 | 0.04% | 5,702 | 331 | 6.2% | $3.56万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.76万 | 0.04% | 1,212 | -161 | -11.7% | -$8.07万 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $60.52万 | 0.04% | 7,049 | -176 | -2.4% | -$1.51万 | 减仓 |
| ASML | ASML HLDG NV | $59.68万 | 0.04% | 300 | -25 | -7.7% | -$4.97万 | 减仓 |
| FDX | FEDEX CORP | $59.19万 | 0.04% | 1,890 | -102 | -5.1% | -$3.19万 | 减仓 |
| NFLX | NETFLIX INC. | $59.01万 | 0.04% | 8,265 | -846 | -9.3% | -$6.04万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $58.81万 | 0.04% | 16,100 | -900 | -5.3% | -$3.29万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $57.89万 | 0.04% | 10,900 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $57.79万 | 0.04% | 9,506 | 66 | 0.7% | $4,012 | 加仓 |
| SO | SOUTHERN CO | $57.62万 | 0.04% | 6,020 | -567 | -8.6% | -$5.43万 | 减仓 |
| BE | BLOOM ENERGY CORP | $57.54万 | 0.04% | 1,901 | 1,901 | — | $57.54万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $57.28万 | 0.04% | 1,617 | -98 | -5.7% | -$3.47万 | 减仓 |
| SYK | STRYKER CORPORATION | $56.70万 | 0.04% | 1,801 | -404 | -18.3% | -$12.72万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $56.27万 | 0.04% | 2,546 | 2,546 | — | $56.27万 | 新建仓 |
| MO | ALTRIA GROUP INC | $55.85万 | 0.04% | 7,763 | 240 | 3.2% | $1.73万 | 加仓 |
| USRT | ISHARES TR | $55.37万 | 0.04% | 8,332 | 0 | 0.0% | — | 不变 |