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 |
|---|---|---|---|---|---|---|---|---|
| HYMB | SPDR SERIES TRUST | $55.23万 | 0.04% | 21,710 | 535 | 2.5% | $1.36万 | 加仓 |
| IXUS | ISHARES TR | $54.72万 | 0.04% | 5,733 | 314 | 5.8% | $3.00万 | 加仓 |
| EMR | EMERSON ELEC CO | $54.07万 | 0.04% | 3,777 | 25 | 0.7% | $3,579 | 加仓 |
| AMGN | AMGEN INC | $53.56万 | 0.04% | 1,479 | -34 | -2.2% | -$1.23万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $53.24万 | 0.04% | 13,235 | 90 | 0.7% | $3,621 | 加仓 |
| FIX | COMFORT SYS USA INC | $52.92万 | 0.04% | 267 | -22 | -7.6% | -$4.36万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $52.51万 | 0.04% | 3,838 | -26 | -0.7% | -$3,557 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $52.32万 | 0.04% | 11,274 | 225 | 2.0% | $1.04万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $51.65万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $50.84万 | 0.03% | 3,113 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $50.58万 | 0.03% | 21,003 | 3,310 | 18.7% | $7.97万 | 加仓 |
| IWX | ISHARES TR | $50.48万 | 0.03% | 4,800 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $49.56万 | 0.03% | 2,740 | 311 | 12.8% | $5.63万 | 加仓 |
| DIS | DISNEY WALT CO | $49.43万 | 0.03% | 5,135 | -480 | -8.5% | -$4.62万 | 减仓 |
| TXN | TEXAS INSTRS INC | $48.88万 | 0.03% | 1,640 | 276 | 20.2% | $8.23万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $48.83万 | 0.03% | 8,435 | 2,775 | 49.0% | $16.06万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $48.63万 | 0.03% | 1,473 | -161 | -9.9% | -$5.31万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $47.99万 | 0.03% | 5,289 | 3,073 | 138.7% | $27.88万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.85万 | 0.03% | 8,305 | -1,434 | -14.7% | -$8.26万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $47.69万 | 0.03% | 936 | -53 | -5.4% | -$2.70万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $47.24万 | 0.03% | 9,375 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $47.18万 | 0.03% | 6,405 | -25 | -0.4% | -$1,842 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $46.17万 | 0.03% | 1,161 | 162 | 16.2% | $6.44万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $45.69万 | 0.03% | 3,084 | 3,084 | — | $45.69万 | 新建仓 |
| LIN | LINDE PLC | $45.61万 | 0.03% | 879 | 120 | 15.8% | $6.23万 | 加仓 |
| CRWV | COREWEAVE INC | $45.55万 | 0.03% | 4,576 | 76 | 1.7% | $7,565 | 加仓 |
| CB | CHUBB LIMITED | $45.39万 | 0.03% | 1,332 | 248 | 22.9% | $8.45万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $44.24万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $43.56万 | 0.03% | 6,786 | 320 | 4.9% | $2.05万 | 加仓 |
| DG | DOLLAR GEN CORP | $43.55万 | 0.03% | 3,783 | -716 | -15.9% | -$8.24万 | 减仓 |
| AGG | ISHARES TR | $43.54万 | 0.03% | 4,399 | -61 | -1.4% | -$6,038 | 减仓 |
| FNB | F N B CORP | $43.48万 | 0.03% | 22,787 | 3,608 | 18.8% | $6.88万 | 加仓 |
| QYLD | GLOBAL X FDS | $43.43万 | 0.03% | 23,567 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $43.37万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $42.60万 | 0.03% | 1,165 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $42.30万 | 0.03% | 5,199 | 751 | 16.9% | $6.11万 | 加仓 |
| BOND | PIMCO ETF TR | $40.78万 | 0.03% | 4,422 | -199 | -4.3% | -$1.84万 | 减仓 |
| NUE | NUCOR CORP | $40.63万 | 0.03% | 1,824 | 100 | 5.8% | $2.23万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $39.66万 | 0.03% | 643 | 643 | — | $39.66万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $39.41万 | 0.03% | 11,500 | -1,000 | -8.0% | -$3.43万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $39.09万 | 0.03% | 3,094 | -82 | -2.6% | -$1.04万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $38.95万 | 0.03% | 3,721 | 470 | 14.5% | $4.92万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $38.81万 | 0.03% | 1,781 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORPORATION | $38.63万 | 0.03% | 4,845 | -2,002 | -29.2% | -$15.96万 | 减仓 |
| EIX | EDISON INTL | $38.28万 | 0.03% | 5,142 | -1,713 | -25.0% | -$12.75万 | 减仓 |
| SLB | SLB LIMITED | $36.96万 | 0.03% | 7,950 | -42 | -0.5% | -$1,953 | 减仓 |
| ABNB | AIRBNB INC | $36.55万 | 0.02% | 2,554 | 704 | 38.1% | $10.07万 | 加仓 |
| TER | TERADYNE INC | $36.43万 | 0.02% | 753 | 753 | — | $36.43万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $36.35万 | 0.02% | 4,436 | 4,436 | — | $36.35万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $36.19万 | 0.02% | 1,804 | 228 | 14.5% | $4.57万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $35.98万 | 0.02% | 1,045 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $35.31万 | 0.02% | 719 | 158 | 28.2% | $7.76万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $35.23万 | 0.02% | 8,527 | -373 | -4.2% | -$1.54万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $35.20万 | 0.02% | 2,409 | 513 | 27.1% | $7.50万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.17万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $35.08万 | 0.02% | 1,534 | 1,534 | — | $35.08万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $35.08万 | 0.02% | 1,212 | 66 | 5.8% | $1.91万 | 加仓 |
| EEM | ISHARES TR | $35.07万 | 0.02% | 5,126 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $34.79万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $34.26万 | 0.02% | 2,676 | 2,676 | — | $34.26万 | 新建仓 |
| PEP | PEPSICO INC | $34.26万 | 0.02% | 2,530 | -1,601 | -38.8% | -$21.68万 | 减仓 |
| DOW | DOW HLDGS INC | $33.89万 | 0.02% | 12,385 | -352 | -2.8% | -$9,631 | 减仓 |
| DAL | DELTA AIR LINES INC | $33.78万 | 0.02% | 3,607 | 369 | 11.4% | $3.46万 | 加仓 |
| PKG | PACKAGING CORP AMER | $33.69万 | 0.02% | 1,414 | -1 | -0.1% | -$238 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $33.63万 | 0.02% | 2,370 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $33.32万 | 0.02% | 876 | 876 | — | $33.32万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $33.26万 | 0.02% | 5,455 | -50 | -0.9% | -$3,049 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $32.48万 | 0.02% | 4,424 | 11 | 0.2% | $808 | 加仓 |
| NKE | NIKE INC | $32.42万 | 0.02% | 7,898 | -3,735 | -32.1% | -$15.33万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.33万 | 0.02% | 2,771 | -2,478 | -47.2% | -$28.91万 | 减仓 |
| VST | VISTRA CORP | $31.77万 | 0.02% | 2,003 | -107 | -5.1% | -$1.70万 | 减仓 |
| MKL | MARKEL GROUP INC | $31.64万 | 0.02% | 162 | 13 | 8.7% | $2.54万 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $31.53万 | 0.02% | 9,575 | 9,575 | — | $31.53万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $31.47万 | 0.02% | 9,926 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $31.18万 | 0.02% | 4,314 | 4,314 | — | $31.18万 | 新建仓 |
| PCG | PG&E CORP | $31.18万 | 0.02% | 18,535 | -1,128 | -5.7% | -$1.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $30.78万 | 0.02% | 3,738 | 599 | 19.1% | $4.93万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $30.50万 | 0.02% | 16,000 | -500 | -3.0% | -$9,530 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $30.41万 | 0.02% | 612 | 55 | 9.9% | $2.73万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $30.31万 | 0.02% | 7,400 | 1,000 | 15.6% | $4.10万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $30.17万 | 0.02% | 985 | -100 | -9.2% | -$3.06万 | 减仓 |
| GM | GENERAL MTRS CO | $29.97万 | 0.02% | 3,888 | 69 | 1.8% | $5,319 | 加仓 |
| ALL | ALLSTATE CORP | $29.46万 | 0.02% | 1,238 | 1,238 | — | $29.46万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $29.46万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $29.46万 | 0.02% | 1,594 | 1,594 | — | $29.46万 | 新建仓 |
| CMI | CUMMINS INC | $29.46万 | 0.02% | 413 | 413 | — | $29.46万 | 新建仓 |
| CVS | CVS HEALTH CORP | $29.37万 | 0.02% | 2,839 | 3 | 0.1% | $310 | 加仓 |
| IRM | IRON MTN INC DEL | $29.30万 | 0.02% | 2,320 | 2,320 | — | $29.30万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $29.14万 | 0.02% | 1,748 | 1,748 | — | $29.14万 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $28.94万 | 0.02% | 1,000 | -500 | -33.3% | -$14.47万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.75万 | 0.02% | 602 | -51 | -7.8% | -$2.44万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $28.61万 | 0.02% | 3,901 | 3,901 | — | $28.61万 | 新建仓 |
| FTNT | FORTINET INC | $28.57万 | 0.02% | 1,860 | 1,860 | — | $28.57万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $28.47万 | 0.02% | 3,945 | -1,877 | -32.2% | -$13.54万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $28.32万 | 0.02% | 2,038 | 2,038 | — | $28.32万 | 新建仓 |
| KKR | KKR & CO INC | $28.18万 | 0.02% | 3,070 | 3,070 | — | $28.18万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $28.14万 | 0.02% | 5,794 | 1,703 | 41.6% | $8.27万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $27.96万 | 0.02% | 5,076 | 150 | 3.0% | $8,262 | 加仓 |
| BA | BOEING CO | $27.84万 | 0.02% | 1,286 | 1,286 | — | $27.84万 | 新建仓 |
| SNPS | SYNOPSYS INC | $27.75万 | 0.02% | 622 | 622 | — | $27.75万 | 新建仓 |