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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $49.68万 | 0.04% | 17,693 | 1,186 | 7.2% | $3.33万 | 加仓 |
| MO | ALTRIA GROUP INC | $49.64万 | 0.04% | 7,523 | -198 | -2.6% | -$1.31万 | 减仓 |
| USRT | ISHARES TR | $49.32万 | 0.04% | 8,332 | 0 | 0.0% | — | 不变 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $49.27万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $49.16万 | 0.04% | 3,752 | -100 | -2.6% | -$1.31万 | 减仓 |
| HEI | HEICO CORP NEW | $48.15万 | 0.04% | 1,756 | -61 | -3.4% | -$1.67万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $47.66万 | 0.04% | 1,634 | 933 | 133.1% | $27.21万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $47.63万 | 0.04% | 11,049 | 825 | 8.1% | $3.56万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $47.58万 | 0.04% | 113 | 113 | — | $47.58万 | 新建仓 |
| MLPX | GLOBAL X FDS | $47.54万 | 0.04% | 6,430 | 325 | 5.3% | $2.40万 | 加仓 |
| IXUS | ISHARES TR | $46.95万 | 0.04% | 5,419 | 299 | 5.8% | $2.59万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $46.05万 | 0.03% | 999 | 69 | 7.4% | $3.18万 | 加仓 |
| EVER | EVERQUOTE INC | $45.50万 | 0.03% | 29,507 | -518 | -1.7% | -$7,988 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $44.78万 | 0.03% | 8,900 | 1,048 | 13.3% | $5.27万 | 加仓 |
| IWX | ISHARES TR | $44.48万 | 0.03% | 4,800 | -200 | -4.0% | -$1.85万 | 减仓 |
| AGG | ISHARES TR | $44.27万 | 0.03% | 4,460 | -2,275 | -33.8% | -$22.58万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $44.26万 | 0.03% | 3,176 | 5 | 0.2% | $697 | 加仓 |
| ASML | ASML HLDG NV | $42.93万 | 0.03% | 325 | 59 | 22.2% | $7.79万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $42.80万 | 0.03% | 9,375 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $42.65万 | 0.03% | 4,621 | 441 | 10.6% | $4.07万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $41.88万 | 0.03% | 5,822 | 585 | 11.2% | $4.21万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $41.83万 | 0.03% | 12,500 | 0 | 0.0% | — | 不变 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $41.69万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $41.07万 | 0.03% | 7,992 | 336 | 4.4% | $1.73万 | 加仓 |
| QYLD | GLOBAL X FDS | $40.42万 | 0.03% | 23,567 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $40.16万 | 0.03% | 2,429 | 91 | 3.9% | $1.50万 | 加仓 |
| FIX | COMFORT SYS USA INC | $39.85万 | 0.03% | 289 | 289 | — | $39.85万 | 新建仓 |
| KLAC | KLA CORP | $39.02万 | 0.03% | 265 | -2 | -0.7% | -$2,945 | 减仓 |
| LIN | LINDE PLC | $37.63万 | 0.03% | 759 | 244 | 47.4% | $12.10万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $37.15万 | 0.03% | 11,081 | 11,081 | — | $37.15万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $37.09万 | 0.03% | 480 | 480 | — | $37.09万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $36.79万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $36.02万 | 0.03% | 1,290 | 66 | 5.4% | $1.84万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $35.92万 | 0.03% | 3,113 | 500 | 19.1% | $5.77万 | 加仓 |
| CB | CHUBB LTD SWITZ | $35.33万 | 0.03% | 1,084 | 226 | 26.3% | $7.37万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $35.21万 | 0.03% | 1,165 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $34.94万 | 0.03% | 1,781 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $34.92万 | 0.03% | 13,000 | 3,000 | 30.0% | $8.06万 | 加仓 |
| CRWV | COREWEAVE INC | $34.86万 | 0.03% | 4,500 | 4,500 | — | $34.86万 | 新建仓 |
| PCG | PG&E CORP | $34.55万 | 0.03% | 19,663 | 19,663 | — | $34.55万 | 新建仓 |
| EYLD | CAMBRIA ETF TR | $34.30万 | 0.03% | 8,284 | -613 | -6.9% | -$2.54万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.81万 | 0.03% | 863 | 863 | — | $33.81万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $33.50万 | 0.03% | 1,045 | 7 | 0.7% | $2,244 | 加仓 |
| — | NUSHARES ETF TR | $33.50万 | 0.03% | 13,000 | 13,000 | — | $33.50万 | 新建仓 |
| GRNY | TIDAL TRUST I | $33.30万 | 0.03% | 13,950 | 13,950 | — | $33.30万 | 新建仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $32.62万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $32.50万 | 0.02% | 4,413 | 28 | 0.6% | $2,062 | 加仓 |
| GIS | GENERAL MILLS INC | $32.48万 | 0.02% | 8,727 | 8,727 | — | $32.48万 | 新建仓 |
| FNB | F N B CORP | $32.07万 | 0.02% | 19,179 | 498 | 2.7% | $8,327 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $31.83万 | 0.02% | 6,900 | 300 | 4.5% | $1.38万 | 加仓 |
| DHR | DANAHER CORP DEL | $31.78万 | 0.02% | 1,676 | 1,676 | — | $31.78万 | 新建仓 |
| VST | VISTRA CORP | $31.72万 | 0.02% | 2,110 | -201 | -8.7% | -$3.02万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $31.65万 | 0.02% | 1,825 | 1,825 | — | $31.65万 | 新建仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $31.09万 | 0.02% | 5,660 | 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 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.84万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $30.75万 | 0.02% | 5,505 | -125 | -2.2% | -$6,981 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $30.65万 | 0.02% | 1,133 | 1,133 | — | $30.65万 | 新建仓 |
| T | AT&T INC | $30.48万 | 0.02% | 10,514 | 310 | 3.0% | $8,987 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $30.45万 | 0.02% | 9,926 | 1,014 | 11.4% | $3.11万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $30.38万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $30.18万 | 0.02% | 1,617 | 163 | 11.2% | $3.04万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $30.18万 | 0.02% | 4,810 | 2,374 | 97.5% | $14.90万 | 加仓 |
| PKG | PACKAGING CORP AMER | $30.03万 | 0.02% | 1,415 | 6 | 0.4% | $1,273 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $29.66万 | 0.02% | 2,370 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $29.15万 | 0.02% | 1,724 | 109 | 6.7% | $1.84万 | 加仓 |
| EEM | ISHARES TR | $29.11万 | 0.02% | 5,126 | 23 | 0.5% | $1,306 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $28.75万 | 0.02% | 1,576 | 1,576 | — | $28.75万 | 新建仓 |
| MKL | MARKEL GROUP INC | $28.52万 | 0.02% | 149 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $28.45万 | 0.02% | 3,819 | 3,819 | — | $28.45万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $27.94万 | 0.02% | 657 | 657 | — | $27.94万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $27.92万 | 0.02% | 1,085 | -20 | -1.8% | -$5,147 | 减仓 |
| AZN | ASTRAZENECA PLC | $27.14万 | 0.02% | 1,376 | 1,376 | — | $27.14万 | 新建仓 |
| MAS | MASCO CORP | $26.85万 | 0.02% | 4,448 | 275 | 6.6% | $1.66万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $26.59万 | 0.02% | 4,091 | 4,091 | — | $26.59万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $26.48万 | 0.02% | 1,364 | 42 | 3.2% | $8,154 | 加仓 |
| INTC | INTEL CORP | $26.42万 | 0.02% | 5,986 | -3,219 | -35.0% | -$14.21万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.30万 | 0.02% | 6,951 | -369 | -5.0% | -$1.40万 | 减仓 |
| ITT | ITT INC | $26.14万 | 0.02% | 1,372 | 1,372 | — | $26.14万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.86万 | 0.02% | 1,959 | 1,959 | — | $25.86万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $25.84万 | 0.02% | 6,847 | 3 | 0.0% | $113 | 加仓 |
| EOG | EOG RES INC | $25.30万 | 0.02% | 1,750 | 1,750 | — | $25.30万 | 新建仓 |
| APH | AMPHENOL CORP | $25.00万 | 0.02% | 1,979 | 1,979 | — | $25.00万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.88万 | 0.02% | 557 | -27 | -4.6% | -$1.21万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.83万 | 0.02% | 1,896 | 1,896 | — | $24.83万 | 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 |
| EXE | EXPAND ENERGY CORPORATION | $24.66万 | 0.02% | 2,246 | 2,246 | — | $24.66万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $24.42万 | 0.02% | 1,400 | 1,400 | — | $24.42万 | 新建仓 |
| VMC | VULCAN MATLS CO | $24.40万 | 0.02% | 896 | 41 | 4.8% | $1.12万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $24.39万 | 0.02% | 6,400 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $24.28万 | 0.02% | 1,146 | 1,146 | — | $24.28万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $23.89万 | 0.02% | 3,251 | 3,251 | — | $23.89万 | 新建仓 |
| NEM | NEWMONT CORP | $23.72万 | 0.02% | 2,191 | 2,191 | — | $23.72万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.38万 | 0.02% | 561 | 3 | 0.5% | $1,250 | 加仓 |
| ABNB | AIRBNB INC | $23.36万 | 0.02% | 1,850 | 1,850 | — | $23.36万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $23.20万 | 0.02% | 713 | 713 | — | $23.20万 | 新建仓 |
| IJJ | ISHARES TR | $23.19万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $23.14万 | 0.02% | 3,347 | 3,347 | — | $23.14万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $23.09万 | 0.02% | 400 | 400 | — | $23.09万 | 新建仓 |
| CME | CME GROUP INC | $23.01万 | 0.02% | 779 | -223 | -22.3% | -$6.59万 | 减仓 |