MBB PUBLIC MARKETS I LLC
CHICAGO IL · SEC CIK 0001892378
$8.39亿2026Q1 申报市值
25持仓数
98.2%前十大占比 · 第一大 21.0%
4 / 6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
FERG 加仓+$1,399.56万
AMZN 加仓+$945.57万
VTEB 加仓+$799.24万
PGR 加仓+$495.60万
ESI 新建仓+$25.41万
2026Q1 卖出最多 按季末市值估算
VEA 清仓-$4,136.24万
AMGN 清仓-$1,990.83万
GOOGL 减仓-$1,955.01万
AVGO 减仓-$1,697.38万
TECK 减仓-$1,242.00万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -662,117 | -100.0% | -$4,136.24万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -60,824 | -100.0% | -$1,990.83万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$507.90万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -1,475 | -100.0% | -$25.41万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -781 | -100.0% | -$24.51万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -743 | -100.0% | -$20.46万 | 清仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $10.20万 | 0.01% | 19,808 | 0 | 0.0% | — | 不变 |
| HLMN | HILLMAN SOLUTIONS CORP | $18.01万 | 0.02% | 21,650 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $21.15万 | 0.03% | 3,199 | 3,199 | — | $21.15万 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $21.49万 | 0.03% | 854 | 854 | — | $21.49万 | 新建仓 |
| VMD | VIEMED HEALTHCARE INC | $21.54万 | 0.03% | 23,384 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP | $21.58万 | 0.03% | 18,132 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $21.71万 | 0.03% | 618 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $22.40万 | 0.03% | 14,179 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $24.74万 | 0.03% | 894 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $25.41万 | 0.03% | 7,444 | 7,444 | — | $25.41万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $26.52万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $28.65万 | 0.03% | 15,768 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $309.51万 | 0.37% | 10,000 | -54,841 | -84.6% | -$1,697.38万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $416.54万 | 0.50% | 20,000 | 20,000 | — | $416.54万 | 新建仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $530.29万 | 0.63% | 614,477 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $984.53万 | 1.17% | 77,400 | -23,453 | -23.3% | -$298.32万 | 减仓 |
| TECK | TECK RESOURCES LTD | $1,672.70万 | 1.99% | 323,228 | -240,000 | -42.6% | -$1,242.00万 | 减仓 |
| GOOGL | ALPHABET INC | $2,588.04万 | 3.08% | 90,000 | -67,986 | -43.0% | -$1,955.01万 | 减仓 |
| EQT | EQT CORP | $3,022.90万 | 3.60% | 475,000 | -141,513 | -23.0% | -$900.59万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,584.76万 | 4.27% | 718,533 | 160,200 | 28.7% | $799.24万 | 加仓 |
| MDLN | MEDLINE INC | $1.09亿 | 12.94% | 2,441,379 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $1.23亿 | 14.67% | 527,772 | 60,000 | 12.8% | $1,399.56万 | 加仓 |
| AMZN | AMAZON COM INC | $1.42亿 | 16.90% | 681,280 | 45,401 | 7.1% | $945.57万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $1.55亿 | 18.52% | 1,133,357 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.77亿 | 21.03% | 890,558 | 25,000 | 2.9% | $495.60万 | 加仓 |