MB, LEVIS & ASSOCIATES, LLC
CENTER VALLEY PA · SEC CIK 0002065807
$2.71亿2026Q2 申报市值
254持仓数
59.4%前十大占比 · 第一大 8.4%
33 / 13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
ISHARES TR 新建仓+$1,386.60万
VB 加仓+$1,257.49万
CGMU 加仓+$71.57万
TDVG 加仓+$41.68万
VCIT 加仓+$39.75万
2026Q2 卖出最多 按季末市值估算
IBDW 减仓-$1,369.47万
CAT 减仓-$5.75万
HON 减仓-$4.68万
ABT 减仓-$3.35万
FDX 减仓-$2.16万
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 |
|---|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC | $4,722 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4,500 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $4,450 | 0.00% | 20 | 20 | — | $4,450 | 新建仓 |
| TGT | TARGET CORP | $4,441 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $4,407 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $4,405 | 0.00% | 93 | 1 | 1.1% | $47 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $4,217 | 0.00% | 745 | 745 | — | $4,217 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4,104 | 0.00% | 45 | 45 | — | $4,104 | 新建仓 |
| LMND | LEMONADE INC | $3,903 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $3,862 | 0.00% | 226 | 4 | 1.8% | $68 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $3,801 | 0.00% | 50 | 50 | — | $3,801 | 新建仓 |
| PWRD | TCW ETF TRUST | $3,689 | 0.00% | 30 | 5 | 20.0% | $615 | 加仓 |
| — | TIDAL TRUST III | $3,099 | 0.00% | 100 | 100 | — | $3,099 | 新建仓 |
| TWLO | TWILIO INC | $3,095 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $3,059 | 0.00% | 20 | 20 | — | $3,059 | 新建仓 |
| HSY | HERSHEY CO | $3,000 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $2,963 | 0.00% | 25 | 25 | — | $2,963 | 新建仓 |
| PGNY | PROGYNY INC | $2,883 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $2,883 | 0.00% | 35 | 35 | — | $2,883 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $2,820 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $2,721 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $2,691 | 0.00% | 98 | 1 | 1.0% | $27 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2,688 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2,475 | 0.00% | 5 | 5 | — | $2,475 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $2,455 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $2,426 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $2,407 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,256 | 0.00% | 50 | 50 | — | $2,256 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $2,213 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $2,205 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $2,190 | 0.00% | 125 | 125 | — | $2,190 | 新建仓 |
| DXCM | DEXCOM INC | $2,155 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1,797 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $1,785 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,773 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $1,682 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $1,585 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $1,302 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $1,241 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BAND | BANDWIDTH INC | $1,203 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,167 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $977 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $917 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $775 | 0.00% | 49 | 1 | 2.1% | $16 | 加仓 |
| — | VYNE THERAPEUTICS INC | $677 | 0.00% | 1,041 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $465 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $444 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $375 | 0.00% | 18 | -657,345 | -100.0% | -$1,369.47万 | 减仓 |
| — | ORIGIN MATERIALS INC | $296 | 0.00% | 299 | 299 | — | $296 | 新建仓 |
| EVGO | EVGO INC | $191 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC | $146 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $144 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $93 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FIRY INC | $71 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -283 | -100.0% | -$1.19万 | 清仓 |
| INFL | LISTED FDS TR | $0 | 0.00% | 0 | -200 | -100.0% | -$1.04万 | 清仓 |
| MYRG | MYR GROUP INC DEL | $0 | 0.00% | 0 | -25 | -100.0% | -$7,058 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$7,028 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$5,513 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -24 | -100.0% | -$5,181 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$3,378 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$3,052 | 清仓 |
| GVA | GRANITE CONSTR INC | $0 | 0.00% | 0 | -25 | -100.0% | -$2,997 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -159 | -100.0% | -$2,984 | 清仓 |
| AZZ | AZZ INC | $0 | 0.00% | 0 | -20 | -100.0% | -$2,503 | 清仓 |
| — | ORIGIN MATERIALS INC | $0 | 0.00% | 0 | -299 | -100.0% | -$682 | 清仓 |
| — | ORIGIN MATERIALS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5 | 清仓 |