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

MBL Wealth, LLC

No.2177 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$14.65亿
环比变动 Q1 2026
+$1.44亿+10.9%
持仓股票数
381
新买入
81
加仓
134
减仓
131
清仓
31
持股不变
35
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
SSPDR标普500 ETFSPY
11.13%10.78%$1.63亿21.8万股$1.42亿21.9万股-560股-0.26%减仓
SSPDR道富系列信托BIL
9.49%9.14%$1.39亿151.8万股$1.21亿131.9万股+19.9万股+15.12%加仓
IiShares安硕·COREIJH
4.96%4.64%$7,269.6万94.3万股$6,137.1万90.9万股+3.4万股+3.74%加仓
IiShares安硕IEMG
3.78%3.46%$5,534.5万66.8万股$4,576.5万65.6万股+1.2万股+1.82%加仓
AAMPLIFY ETF TRDIVO
3.2%3.33%$4,687.7万102.6万股$4,403.3万98.2万股+4.4万股+4.48%加仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
2.88%3.06%$4,221.0万87.5万股$4,045.0万83.5万股+4.0万股+4.80%加仓
WWORLD GOLD TRGLD
2.8%3.58%$4,103.0万51.7万股$4,735.3万51.1万股+5,741股+1.12%加仓
IiShares安硕·COREIJR
2.73%2.49%$3,995.8万26.9万股$3,290.2万26.5万股+4,750股+1.79%加仓
DDimensional维度ETF信托DFNM
2.56%2.68%$3,753.2万77.7万股$3,545.5万74.0万股+3.7万股+4.97%加仓
VVictory组合IIJCPB
2.43%2.56%$3,553.9万75.9万股$3,389.3万72.1万股+3.8万股+5.26%加仓
IiShares安硕信托IEFA
2.08%2.14%$3,053.4万31.6万股$2,832.3万31.3万股+3,293股+1.05%加仓
IiShares安硕信托IEI
2.02%2.13%$2,960.1万25.2万股$2,816.5万23.7万股+1.5万股+6.13%加仓
IiShares安硕信托IDEV
1.9%1.9%$2,784.9万31.3万股$2,515.6万30.1万股+1.2万股+3.94%加仓
苹果AAPL
1.83%1.81%$2,683.5万9.3万股$2,392.5万9.4万股-1,529股-1.62%减仓
PPIMCO太平洋投资管理ETFMUNI
1.81%1.88%$2,657.9万50.5万股$2,483.3万47.6万股+2.9万股+6.20%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
1.2%1.29%$1,752.7万21.3万股$1,709.8万20.7万股+6,390股+3.09%加仓
PPACER FDS TR TRENDP US LAR CPPTLC
1.19%1.22%$1,742.9万29.9万股$1,613.1万30.7万股-8,333股-2.71%减仓
NNEOS ETF TRUSTQQQI
1.13%1.04%$1,660.7万29.2万股$1,373.2万27.6万股+1.6万股+5.81%加仓
IiShares安硕信托HYG
1%1.06%$1,465.1万18.3万股$1,406.6万17.7万股+6,408股+3.62%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
0.93%0.82%$1,363.2万29.0万股$1,078.1万22.9万股+6.1万股+26.82%加仓
英伟达NVDA
0.92%1.24%$1,344.1万6.7万股$1,638.9万9.4万股-2.7万股-28.52%减仓
VVictory组合IIMODL
0.91%0.87%$1,331.3万26.1万股$1,152.8万25.8万股+3,221股+1.25%加仓
RRBB FDTBIL
0.88%0.85%$1,286.6万25.8万股$1,121.2万22.5万股+3.3万股+14.76%加仓
G高盛ETF信托GBIL
0.86%1.01%$1,264.0万12.6万股$1,339.3万13.4万股-7,474股-5.59%减仓
IiShares安硕信托GVI
0.83%0.96%$1,215.0万11.4万股$1,262.2万11.9万股-4,407股-3.72%减仓
AANGEL OAK FUNDS TRUSTCARY
0.75%0.85%$1,102.6万53.1万股$1,123.0万54.1万股-9,989股-1.85%减仓
IInnovator ETF信托PSEP
0.71%0.75%$1,040.3万22.6万股$987.6万22.9万股-3,446股-1.50%减仓
IINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYKJAN
0.7%0.7%$1,024.5万22.5万股$924.0万22.1万股+3,068股+1.39%加仓
微软MSFT
0.68%0.77%$997.4万2.7万股$1,016.5万2.7万股-722股-2.63%减仓
PPacer基金信托PTMC
0.64%0.62%$944.5万22.6万股$822.6万22.5万股+860股+0.38%加仓
PPACER FDS TR TRENDPILOT INTLPTIN
0.63%0.62%$918.0万25.0万股$821.6万25.3万股-2,294股-0.91%减仓
S嘉信·USSCHX
0.59%0.58%$864.3万29.4万股$766.2万29.9万股-5,162股-1.73%减仓
谷歌AGOOGL
0.58%0.52%$850.4万2.4万股$693.7万2.4万股-328股-1.36%减仓
F第一信托交易所交易基金VIFAUG
0.57%0.63%$840.3万14.9万股$830.9万16.0万股-1.2万股-7.33%减仓
GGlobal X Mlp EtfMLPA
0.56%0.6%$826.4万15.6万股$787.9万14.6万股+9,433股+6.45%加仓
亚马逊AMZN
0.54%0.52%$798.5万3.4万股$691.6万3.3万股+292股+0.88%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC
0.54%0.54%$786.4万17.1万股$716.6万16.9万股+2,758股+1.64%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.54%0.63%$785.5万7.7万股$835.3万10.6万股-2.9万股-27.69%减仓
CCALAMOS ETF TRCBTJ
0.53%0.13%$777.0万45.0万股$176.5万9.4万股+35.7万股+381.08%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
0.52%0.56%$762.1万26.0万股$739.1万23.8万股+2.1万股+8.98%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
0.47%0.52%$688.5万14.1万股$682.4万14.8万股-7,387股-4.98%减仓
TTHOR FINL TECHNOLOGIES TRTHIR
0.46%0.43%$676.7万19.6万股$573.5万18.5万股+1.1万股+6.07%加仓
伯克希尔哈撒韦BRK.B
0.46%0.48%$673.9万1.3万股$633.0万1.3万股+258股+1.95%加仓
V先锋领航·MIDVO
0.45%0.49%$657.9万8.2万股$650.5万2.3万股+5.9万股+260.52%加仓
艺康ECL
0.45%0.47%$654.0万2.3万股$624.6万2.3万股-52股-0.22%减仓
J摩根大通交易所交易基金JEPQ
0.42%0.45%$620.2万10.1万股$599.0万10.8万股-6,985股-6.47%减仓
AAlphabet Inc Class CGOOG
0.42%0.37%$615.4万1.7万股$488.3万1.7万股+393股+2.31%加仓
AMD超威AMD
0.42%0.15%$608.7万1.0万股$203.6万1.0万股+471股+4.71%加仓
JJ P MORGAN EXCHANGE TRADED FD EQUITY FOCUS ETFJPEF
0.41%0.41%$603.1万7.5万股$536.0万7.5万股+435股+0.58%加仓
V先锋领航指数基金VOO
0.4%0.38%$584.5万8,510股$507.3万8,490股+20股+0.24%加仓

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