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MBE Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

MBE Wealth Management, LLC

No.5948 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.84亿
环比变动 Q1 2026
+$4,370.5万+18.2%
持仓股票数
170
新买入
32
加仓
64
减仓
57
清仓
3
持股不变
17
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺QQQ信托VOO
12.25%$3,483.5万4.7万股$00股+4.7万股新买入
V先锋领航指数基金VB
10.45%10.79%$2,972.0万9.8万股$2,597.4万9.9万股-1,119股-1.13%减仓
S道富SPYV
9.82%10.58%$2,794.7万46.0万股$2,548.0万45.0万股+9,387股+2.08%加仓
IiShares安硕信托IVV
4.82%4.98%$1,370.8万1.8万股$1,199.0万1.8万股-50股-0.27%减仓
BBROOKFIELD WEALTH SO A FCLASS ABNT
4.55%4.94%$1,294.9万28.1万股$1,189.3万28.3万股-2,788股-0.98%减仓
AAPTUS INTERNATIONAL ENHANCED YIELD ETFIDUB
3.12%3.3%$886.5万32.3万股$795.7万32.3万股+24股+0.01%加仓
AAPTUS DEFINED RISK ETFDRSK
2.93%3.32%$833.5万29.0万股$798.6万29.2万股-2,306股-0.79%减仓
S嘉信·USSCHP
2.73%3.18%$777.9万29.4万股$765.4万28.8万股+5,895股+2.05%加仓
EETF系列解决方案OSCV
2.11%2.31%$601.0万14.2万股$556.5万14.1万股+1,366股+0.97%加仓
EETF SERIES SOLUTIONS APTUS LARGE CAP ENHANCED YIELD ETFDUBS
2.09%2.13%$595.2万14.3万股$511.9万14.2万股+952股+0.67%加仓
H哈特福德·FDS EXCHANGE TRADEDHTRB
1.93%1.29%$548.2万16.2万股$310.0万9.2万股+7.1万股+76.85%加仓
S嘉信策略信托SCHD
1.79%2.01%$510.5万16.1万股$483.8万15.8万股+3,291股+2.09%加仓
AAPTUS DRAWDOWN MANAGED EQUITY ETFADME
1.77%1.87%$502.7万9.0万股$449.9万9.1万股-684股-0.75%减仓
AAST SPACEMOBILE COM CL AASTS
1.53%1.69%$435.2万4.9万股$406.5万4.9万股-85股-0.17%减仓
SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY
1.41%1.33%$400.4万11.6万股$319.1万8.8万股+2.8万股+31.47%加仓
V先锋领航斯科茨代尔基金VCIT
1.36%1.61%$386.7万4.7万股$387.1万4.7万股00.00%持仓不变
IiShares安硕信托DGRO
1.2%1.34%$341.4万4.5万股$322.7万4.6万股-944股-2.05%减仓
S嘉信策略信托SCHF
1.13%1.18%$320.7万11.6万股$283.9万11.5万股+1,085股+0.95%加仓
S嘉信策略信托SCHE
1.01%1.07%$286.5万7.9万股$257.1万7.8万股+999股+1.28%加仓
EETF系列解决方案UPSD
0.94%0.97%$266.9万9.5万股$233.7万9.2万股+2,967股+3.24%加仓
AAPTUS ENHANCED YIELD ETFJUCY
0.81%1.07%$231.6万10.5万股$257.6万11.6万股-1.1万股-9.39%减仓
英伟达NVDA
0.81%0.85%$231.4万1.2万股$203.7万1.2万股-117股-1.00%减仓
AALLSPRING EXCHANGE TRADED FUAFIX
0.8%$227.0万9.2万股$00股+9.2万股新买入
PPIMCO太平洋投资管理ETFMUNI
0.69%0.7%$196.5万3.7万股$169.4万3.2万股+4,892股+15.07%加仓
B贝莱德·ETF TRUST IIBRTR
0.68%$193.7万3.8万股$00股+3.8万股新买入
V先锋领航斯科茨代尔基金BSV
0.66%0.78%$188.0万2.4万股$187.5万2.4万股+136股+0.58%加仓
苹果AAPL
0.64%0.65%$181.9万6,288股$156.6万6,171股+117股+1.90%加仓
IiShares安硕·MSCIQUAL
0.56%0.57%$158.5万7,222股$137.0万7,145股+77股+1.08%加仓
摩根大通JPM
0.55%0.58%$156.1万4,768股$140.6万4,779股-11股-0.23%减仓
F第一信托·USTFVD
0.51%0.59%$144.7万3.0万股$141.9万3.0万股-131股-0.43%减仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.49%0.6%$140.7万5.8万股$144.0万5.9万股-1,040股-1.75%减仓
V先锋领航·FTSEVEA
0.49%0.52%$139.2万2.0万股$124.0万1.9万股+189股+0.98%加仓
艾伯维ABBV
0.48%0.49%$136.5万5,424股$118.9万5,465股-41股-0.75%减仓
微软MSFT
0.47%0.52%$134.3万3,600股$125.1万3,380股+220股+6.51%加仓
S道富SPYM
0.45%0.44%$127.1万1.4万股$106.0万1.4万股+611股+4.41%加仓
PPGIM ETF TRPHYL
0.44%0.32%$125.3万3.6万股$76.0万2.2万股+1.4万股+63.61%加仓
EETF系列解决方案DEFR
0.43%0.53%$121.0万4.5万股$127.2万4.8万股-2,553股-5.34%减仓
HHARRIS OAKMARK ETF TRUSTOAKI
0.42%$119.1万4.6万股$00股+4.6万股新买入
CCAPITAL INTL FOCUS EQTCGXU
0.41%$116.4万3.4万股$00股+3.4万股新买入
礼来LLY
0.37%0.33%$106.4万887股$79.9万869股+18股+2.07%加仓
IiShares安硕信托MTUM
0.37%0.33%$105.7万3,083股$78.8万3,285股-202股-6.15%减仓
V先锋领航斯科茨代尔基金VGSH
0.37%0.45%$105.5万1.8万股$109.2万1.9万股-527股-2.82%减仓
沃尔玛WMT
0.37%0.48%$104.4万9,217股$115.2万9,269股-52股-0.56%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.37%$104.0万2.6万股$00股+2.6万股新买入
AMD超威AMD
0.36%0.15%$103.5万1,781股$35.9万1,766股+15股+0.85%加仓
百事可乐PEP
0.36%0.48%$101.4万7,487股$115.3万7,427股+60股+0.81%加仓
亚马逊AMZN
0.34%0.35%$97.0万4,070股$84.0万4,031股+39股+0.97%加仓
FFT VEST LAD AUTO CALL BARRIERACYN
0.34%0.18%$96.5万4.6万股$42.6万2.1万股+2.6万股+122.33%加仓
SSPDR黄金信托GLD
0.33%0.46%$95.3万2,586股$110.8万2,576股+10股+0.39%加仓
埃克森美孚XOM
0.3%0.45%$86.4万6,318股$107.2万6,317股+1股+0.02%加仓

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