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 |
|---|---|---|---|---|---|---|---|---|
| VMC | VULCAN MATLS CO | $27.55万 | 0.02% | 934 | 38 | 4.2% | $1.12万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $27.41万 | 0.02% | 6,036 | -2,248 | -27.1% | -$10.21万 | 减仓 |
| EOG | EOG RES INC | $27.40万 | 0.02% | 2,112 | 362 | 20.7% | $4.70万 | 加仓 |
| PAYX | PAYCHEX INC | $27.39万 | 0.02% | 2,786 | 2,786 | — | $27.39万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.39万 | 0.02% | 7,451 | 500 | 7.2% | $1.84万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $27.15万 | 0.02% | 1,629 | -196 | -10.7% | -$3.27万 | 减仓 |
| ADI | ANALOG DEVICES INC | $27.05万 | 0.02% | 681 | 681 | — | $27.05万 | 新建仓 |
| NVT | NVENT ELEC PLC | $27.02万 | 0.02% | 1,593 | 1,593 | — | $27.02万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $26.71万 | 0.02% | 4,789 | -100 | -2.0% | -$5,577 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $26.48万 | 0.02% | 6,204 | 1,394 | 29.0% | $5.95万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $26.40万 | 0.02% | 8,741 | 422 | 5.1% | $1.27万 | 加仓 |
| EME | EMCOR GROUP INC | $26.31万 | 0.02% | 317 | 46 | 17.0% | $3.82万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $26.20万 | 0.02% | 1,055 | -235 | -18.2% | -$5.84万 | 减仓 |
| AZN | ASTRAZENECA PLC | $26.09万 | 0.02% | 1,376 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $26.06万 | 0.02% | 1,593 | 1,593 | — | $26.06万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $25.95万 | 0.02% | 1,908 | 1,908 | — | $25.95万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $25.87万 | 0.02% | 1,035 | 1,035 | — | $25.87万 | 新建仓 |
| APH | AMPHENOL CORP | $25.87万 | 0.02% | 1,467 | -512 | -25.9% | -$9.03万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.68万 | 0.02% | 1,043 | 1,043 | — | $25.68万 | 新建仓 |
| GIS | GENERAL MILLS INC | $25.63万 | 0.02% | 7,364 | -1,363 | -15.6% | -$4.74万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $25.59万 | 0.02% | 1,053 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $25.43万 | 0.02% | 1,600 | 1,600 | — | $25.43万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $25.28万 | 0.02% | 1,500 | -45 | -2.9% | -$7,584 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $25.26万 | 0.02% | 934 | 934 | — | $25.26万 | 新建仓 |
| TMUS | T-MOBILE US INC | $25.23万 | 0.02% | 1,504 | 1,504 | — | $25.23万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $25.16万 | 0.02% | 3,700 | 3,700 | — | $25.16万 | 新建仓 |
| IJJ | ISHARES TR | $25.11万 | 0.02% | 1,700 | -50 | -2.9% | -$7,386 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $24.97万 | 0.02% | 1,580 | 104 | 7.0% | $1.64万 | 加仓 |
| IWF | ISHARES TR 看跌期权 | $24.83万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $24.59万 | 0.02% | 577 | 577 | — | $24.59万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $24.59万 | 0.02% | 1,851 | 1,851 | — | $24.59万 | 新建仓 |
| VRSN | VERISIGN INC | $24.58万 | 0.02% | 977 | 977 | — | $24.58万 | 新建仓 |
| ROST | ROSS STORES INC | $24.39万 | 0.02% | 1,146 | 1,146 | — | $24.39万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $24.13万 | 0.02% | 4,875 | -2,025 | -29.3% | -$10.02万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $24.06万 | 0.02% | 5,000 | -1,500 | -23.1% | -$7.22万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $24.01万 | 0.02% | 5,322 | 5,322 | — | $24.01万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.98万 | 0.02% | 818 | 818 | — | $23.98万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $23.66万 | 0.02% | 13,342 | 13,342 | — | $23.66万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $23.47万 | 0.02% | 694 | 694 | — | $23.47万 | 新建仓 |
| EWJ | ISHARES INC | $23.46万 | 0.02% | 2,515 | 2,515 | — | $23.46万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.42万 | 0.02% | 806 | 193 | 31.5% | $5.61万 | 加仓 |
| HON | HONEYWELL INTL INC | $23.40万 | 0.02% | 1,045 | -1,430 | -57.8% | -$32.02万 | 减仓 |
| SNOW | SNOWFLAKE INC | $23.21万 | 0.02% | 912 | 912 | — | $23.21万 | 新建仓 |
| NVR | NVR INC | $23.17万 | 0.02% | 34 | 34 | — | $23.17万 | 新建仓 |
| LINE | LINEAGE INC | $23.08万 | 0.02% | 5,337 | 5,337 | — | $23.08万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.07万 | 0.02% | 5,200 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $23.06万 | 0.02% | 902 | 13 | 1.5% | $3,324 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $22.92万 | 0.02% | 2,946 | 2,946 | — | $22.92万 | 新建仓 |
| CI | THE CIGNA GROUP | $22.91万 | 0.02% | 831 | 25 | 3.1% | $6,892 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $22.84万 | 0.02% | 1,033 | 1,033 | — | $22.84万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $22.59万 | 0.02% | 8,942 | 8,942 | — | $22.59万 | 新建仓 |
| POOL | POOL CORP | $22.54万 | 0.02% | 1,049 | 1,049 | — | $22.54万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $22.52万 | 0.02% | 1,117 | 54 | 5.1% | $1.09万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $22.33万 | 0.02% | 3,954 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $22.14万 | 0.02% | 2,051 | 2,051 | — | $22.14万 | 新建仓 |
| RBC | RBC BEARINGS INC | $22.09万 | 0.02% | 343 | 343 | — | $22.09万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $21.91万 | 0.01% | 1,515 | 1,515 | — | $21.91万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $21.75万 | 0.01% | 3,766 | 3,766 | — | $21.75万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $21.56万 | 0.01% | 4,095 | 4,095 | — | $21.56万 | 新建仓 |
| MHK | MOHAWK INDS INC | $21.55万 | 0.01% | 1,776 | 1,776 | — | $21.55万 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $21.53万 | 0.01% | 12,371 | -3,470 | -21.9% | -$6.04万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $21.52万 | 0.01% | 1,267 | 1,267 | — | $21.52万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $21.49万 | 0.01% | 825 | 825 | — | $21.49万 | 新建仓 |
| D | DOMINION ENERGY INC | $21.23万 | 0.01% | 3,109 | 3,109 | — | $21.23万 | 新建仓 |
| AFL | AFLAC INC | $21.20万 | 0.01% | 1,808 | 1,808 | — | $21.20万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $21.14万 | 0.01% | 707 | 0 | 0.0% | — | 重新持有 |
| IVW | ISHARES TR | $21.06万 | 0.01% | 1,531 | 1,531 | — | $21.06万 | 新建仓 |
| ITT | ITT INC | $21.00万 | 0.01% | 1,062 | -310 | -22.6% | -$6.13万 | 减仓 |
| MLI | MUELLER INDS INC | $21.00万 | 0.01% | 1,708 | 1,708 | — | $21.00万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC 看跌期权 | $20.98万 | 0.01% | 900 | 900 | — | $20.98万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $20.79万 | 0.01% | 2,847 | 2,847 | — | $20.79万 | 新建仓 |
| COP | CONOCOPHILLIPS | $20.48万 | 0.01% | 1,970 | 11 | 0.6% | $1,144 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $20.47万 | 0.01% | 3,790 | 3,790 | — | $20.47万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $20.42万 | 0.01% | 3,642 | 3,642 | — | $20.42万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $20.33万 | 0.01% | 2,218 | 2,218 | — | $20.33万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $20.19万 | 0.01% | 3,311 | 3,311 | — | $20.19万 | 新建仓 |
| NOW | SERVICENOW INC | $20.07万 | 0.01% | 2,022 | 2,022 | — | $20.07万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $20.06万 | 0.01% | 607 | 607 | — | $20.06万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $19.85万 | 0.01% | 13,551 | 507 | 3.9% | $7,428 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $18.79万 | 0.01% | 19,150 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $17.15万 | 0.01% | 12,741 | 12,741 | — | $17.15万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $15.54万 | 0.01% | 14,702 | 14,702 | — | $15.54万 | 新建仓 |
| — | GABELLI CONV & INC SECS FD I | $10.85万 | 0.01% | 23,194 | 0 | 0.0% | — | 不变 |
| — | FLYEXCLUSIVE INC | $5.64万 | 0.00% | 28,200 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $4.73万 | 0.00% | 10,000 | 10,000 | — | $4.73万 | 新建仓 |
| PLUG | PLUG PWR INC | $2.71万 | 0.00% | 10,000 | 10,000 | — | $2.71万 | 新建仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -317,010 | -100.0% | -$625.60万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -17,588 | -100.0% | -$298.40万 | 清仓 |
| SLDP | SOLID POWER INC | $0 | 0.00% | 0 | -270,000 | -100.0% | -$81.00万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -6,420 | -100.0% | -$80.12万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -28,878 | -100.0% | -$57.12万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -24,500 | -100.0% | -$56.37万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -2,825 | -100.0% | -$47.58万 | 清仓 |
| EVER | EVERQUOTE INC | $0 | 0.00% | 0 | -29,507 | -100.0% | -$45.50万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -11,081 | -100.0% | -$37.15万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -480 | -100.0% | -$37.09万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -13,000 | -100.0% | -$34.92万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,676 | -100.0% | -$31.78万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -10,514 | -100.0% | -$30.48万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,617 | -100.0% | -$30.18万 | 清仓 |