MB, LEVIS & ASSOCIATES, LLC
CENTER VALLEY PA · SEC CIK 0002065807
$2.40亿2026Q1 申报市值
234持仓数
63.7%前十大占比 · 第一大 8.3%
11 / 22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
TDVG 加仓+$147.64万
CGMU 加仓+$100.02万
QGRO 加仓+$21.00万
IBDX 加仓+$20.80万
IBDY 加仓+$20.52万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$13.70万
KMI 减仓-$5.03万
MRK 减仓-$3.84万
NEE 减仓-$2.39万
ADP 减仓-$2.28万
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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $2,871 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $2,558 | 0.00% | 195 | -15 | -7.1% | -$197 | 减仓 |
| AZZ | AZZ INC | $2,503 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $2,460 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $2,444 | 0.00% | 25 | -25 | -50.0% | -$2,444 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $2,422 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $2,322 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2,279 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $2,258 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2,010 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $1,887 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PGNY | PROGYNY INC | $1,698 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,689 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $1,603 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $1,564 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $1,481 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $1,467 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,463 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $1,324 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,202 | 0.00% | 201 | 1 | 0.5% | $6 | 加仓 |
| CRON | CRONOS GROUP INC | $828 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| — | ORIGIN MATERIALS INC | $682 | 0.00% | 299 | -8,651 | -96.7% | -$1.97万 | 减仓 |
| VTRS | VIATRIS INC | $654 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | VYNE THERAPEUTICS INC | $622 | 0.00% | 1,041 | 0 | 0.0% | — | 不变 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $557 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $537 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $474 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BAND | BANDWIDTH INC | $339 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $172 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $148 | 0.00% | 4 | 4 | — | $148 | 新建仓 |
| RUM | RUMBLE INC | $117 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $93 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SKILLZ INC | $18 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | ORIGIN MATERIALS INC | $5 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -745 | -100.0% | -$13.70万 | 清仓 |
| IAI | ISHARES TR | $0 | 0.00% | 0 | -50 | -100.0% | -$8,969 | 清仓 |
| GRNY | TIDAL TRUST I | $0 | 0.00% | 0 | -275 | -100.0% | -$6,809 | 清仓 |
| BKV | BKV CORP | $0 | 0.00% | 0 | -250 | -100.0% | -$6,788 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -125 | -100.0% | -$6,206 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -30 | -100.0% | -$5,990 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -37 | -100.0% | -$4,773 | 清仓 |
| GFI | GOLD FIELDS LTD | $0 | 0.00% | 0 | -100 | -100.0% | -$4,366 | 清仓 |
| QCRH | QCR HOLDINGS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,165 | 清仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $0 | 0.00% | 0 | -116 | -100.0% | -$3,854 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$3,702 | 清仓 |
| DOO | BRP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$3,538 | 清仓 |
| CMC | COMMERCIAL METALS CO | $0 | 0.00% | 0 | -50 | -100.0% | -$3,461 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -10 | -100.0% | -$2,870 | 清仓 |
| KE | KIMBALL ELECTRONICS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,782 | 清仓 |
| ECPG | ENCORE CAP GROUP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$2,718 | 清仓 |
| EVER | EVERQUOTE INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,700 | 清仓 |
| STRT | STRATTEC SEC CORP | $0 | 0.00% | 0 | -35 | -100.0% | -$2,665 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -220 | -100.0% | -$1,916 | 清仓 |
| BCAL | CALIFORNIA BANCORP | $0 | 0.00% | 0 | -100 | -100.0% | -$1,867 | 清仓 |
| NRIM | NORTHRIM BANCORP INC | $0 | 0.00% | 0 | -70 | -100.0% | -$1,863 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -25 | -100.0% | -$561 | 清仓 |