MG

MB Generational Wealth, LLC

分散型投资策略行业集中型趋势追踪型

申报总市值

US$1.8亿

申报季度: 2026-03-31 · 持股只数: 66

MB Generational Wealth, LLC在最新一期 13F 报告中披露了 66 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 13.5%。

浏览其他1 亿至 10 亿美元机构浏览其他以“M”开头的机构

机构性格雪花图

集中度
23.53
持仓稳定性
13.54
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
82.89

近期动向

  • 减仓 GOSS

    -4.6%　-US$447.4万

  • 加仓 AVUV

    +0.2%　US$153.6万

  • 加仓 DFAC

    +18.1%　US$122.1万

  • 加仓 DISV

    +1.1%　US$81.1万

  • 加仓 AVLV

    -0.0%　US$61.1万

  • 加仓 DFNM

    +39.7%　US$76.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1DUHPDimensional US High Profi EtETF-其他10.94%-0.31%-3.71%
2AVUVAvantis US Small Cap ValueETF-中小型股10.82%+1.27%+0.17%
3DISVDimensional International SmETF-其他9.61%+0.84%+1.06%
4QUALIshares Msci USA Quality FacETF-其他8.65%-0.04%-1.31%
5OEFIshares S&p 100 ETFETF-其他8.07%-0.34%-0.94%
6AVLVAvantis US Large Cap ValueETF-大型股与成长5.66%+0.56%-0.03%
7DFACDimensional US Core Equity 2ETF-其他4.92%+0.86%+18.09%
8DIHPDimensional International HiETF-其他3.60%+0.22%+0.08%
9ISCVIshares Morningstar Small-caETF-其他3.38%+0.19%—
10DFSUDimensional US Sus Core1 ETFETF-其他2.38%—+5.84%
11AVESAvantis Emerging Markets ValETF-新兴市场2.37%+0.18%+0.81%
12DFSDDimensional Short DurationETF-其他1.64%+0.30%+16.98%
13DFCFDimensional Core Fixed INCETF-其他1.59%+0.27%+16.55%
14IVVIshares Core S&p 500 ETFETF-大型股与成长1.54%-0.21%-11.41%
15DFNMDimensional National Muni BdETF-其他1.51%+0.47%+39.66%
16DFAWDimensional World Eqty ETFETF-其他1.37%+0.21%+14.05%
17DFIPDimensional Inflation-protecETF-其他1.27%+0.22%+15.23%
18DFSVDimensional US Small Cap ValETF-中小型股1.25%+0.22%+9.04%
19VBRVanguard Small-cap Value ETFETF-其他1.14%+0.15%+7.11%
20DFAUDimensional US Core Equity METF-其他1.12%+0.12%+11.80%
21VTIVanguard Total Stock Mkt ETFETF-其他1.03%-0.10%-8.87%
22DFICDimensional International CoETF-其他0.99%+0.11%+4.63%
23AVEMAvantis Emerging Markets EqETF-新兴市场0.91%+0.08%—
24DFSIDimensional Int Sus Cor1 ETFETF-其他0.90%+0.06%+3.36%
25AVSDAvantis Reps Intern Equi ETFETF-其他0.81%+0.03%—
26DUSBDimension Ultrashort Fi ETFETF-其他0.80%+0.16%+20.49%
27REETIshares Global Reit ETFETF-其他0.74%——
28SCZIshares Msci Eafe Small-capETF-其他0.72%+0.04%—
29VTVVanguard Value ETFETF-其他0.61%—-1.97%
30DFATDimensional US Target ValueETF-其他0.59%+0.04%-1.58%
31GSLCGoldman Activebeta US Lc ETFETF-避险与商品0.58%-0.01%—
32VLUEIshares Msci USA Value FactoETF-其他0.50%+0.04%—
33DFSEDimensional Em Sus Core1 ETFETF-其他0.46%+0.06%+7.32%
34DFISDimensional International SmETF-其他0.46%—-1.29%
35DFIVDimensional International VaETF-其他0.46%+0.04%-0.93%
36IWMIshares Russell 2000 ETFETF-中小型股0.45%——
37SPEMState Street Sp Ptf Em ETFETF-其他0.40%+0.01%-2.07%
38AVREAvantis Real Estate ETFETF-其他0.40%-0.08%-20.83%
39DFGRDim Global Real Estate ETFETF-其他0.36%+0.02%+1.67%
40DFUVDimensional US Marketwide VaETF-其他0.34%+0.02%—
41FNDCSchwab Fndmnt Intl Sm Eq ETFETF-其他0.31%+0.02%—
42EEMSIshares Msci Emerging Mkt SmETF-新兴市场0.29%+0.02%—
43GOSSGossamer Bio INC股票-其他0.28%-2.35%-4.57%
44GLDSpdr Gold SharesETF-避险与商品0.24%-0.01%-15.56%
45AVSEAvantis Resp Emerg Mkts Eq-eETF-其他0.23%—-5.17%
46VEUVanguard Ftse All-world Ex-uETF-其他0.23%+0.04%+14.23%
47VTESVanguard Sh Term Tax-ex BondETF-其他0.23%+0.06%+33.06%
48IVLUIshares Msci International VETF-其他0.20%+0.02%—
49SCHVSchwab US Large-cap ValueETF-其他0.19%——
50DFGXDimsnl Intr Cf In Etf-usd InETF-其他0.19%——
1–50 of 66

本季持股变动

MB Generational Wealth, LLC 在 2026-03-31 最显著的持仓异动： 清仓: General Electric (GE); 清仓: Vanguard Glbl Ex-us Real Est (VNQI); 新建仓: Red Robin Gourmet Burgers (RRGB); 减仓: Gossamer Bio INC (GOSS) — 股数 -4.57%; 加仓: Avantis US Small Cap Value (AVUV) — 股数 +0.17%.

MB Generational Wealth, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AVUVAvantis US Small Cap Value+1.3%+0.17%加仓
2DFACDimensional US Core Equity 2+0.9%+18.09%加仓
3DISVDimensional International Sm+0.8%+1.06%加仓
4AVLVAvantis US Large Cap Value+0.6%-0.03%减仓
5DFNMDimensional National Muni Bd+0.5%+39.66%加仓
6DFSDDimensional Short Duration+0.3%+16.98%加仓
7DFCFDimensional Core Fixed INC+0.3%+16.55%加仓
8DFSVDimensional US Small Cap Val+0.2%+9.04%加仓
9DFIPDimensional Inflation-protec+0.2%+15.23%加仓
10DIHPDimensional International Hi+0.2%+0.08%加仓
11DFAWDimensional World Eqty ETF+0.2%+14.05%加仓
12ISCVIshares Morningstar Small-ca+0.2%—不变
13AVESAvantis Emerging Markets Val+0.2%+0.81%加仓
14DUSBDimension Ultrashort Fi ETF+0.2%+20.49%加仓
15VBRVanguard Small-cap Value ETF+0.2%+7.11%加仓
16DFAUDimensional US Core Equity M+0.1%+11.80%加仓
17DFICDimensional International Co+0.1%+4.63%加仓
18AVEMAvantis Emerging Markets Eq+0.1%—不变
19VTESVanguard Sh Term Tax-ex Bond+0.1%+33.06%加仓
20DFSEDimensional Em Sus Core1 ETF+0.1%+7.32%加仓
21DFSIDimensional Int Sus Cor1 ETF+0.1%+3.36%加仓
22VEUVanguard Ftse All-world Ex-u0%+14.23%加仓
23DFIVDimensional International Va0%-0.93%减仓
24VLUEIshares Msci USA Value Facto0%—不变
25DFATDimensional US Target Value0%-1.58%减仓
26SCZIshares Msci Eafe Small-cap0%—不变
27AVSDAvantis Reps Intern Equi ETF0%—不变
28DFUVDimensional US Marketwide Va0%—不变
29FNDCSchwab Fndmnt Intl Sm Eq ETF0%—不变
30DFGRDim Global Real Estate ETF0%+1.67%加仓
31IVLUIshares Msci International V0%—不变
32EEMSIshares Msci Emerging Mkt Sm0%—不变
33SPEMState Street Sp Ptf Em ETF0%-2.07%减仓
34GOOGLAlphabet Inc-cl A——不变
35VOOVanguard S&p 500 ETF——不变
36AVSEAvantis Resp Emerg Mkts Eq-e—-5.17%减仓
37GSLCGoldman Activebeta US Lc ETF0%—不变
38GLDSpdr Gold Shares0%-15.56%减仓
39ESGVVanguard Esg US Stock ETF0%—不变
40QUALIshares Msci USA Quality Fac0%-1.31%减仓
41AGGIshares Core U.s. Aggregate-0.1%-31.62%减仓
42AVREAvantis Real Estate ETF-0.1%-20.83%减仓
43VTIVanguard Total Stock Mkt ETF-0.1%-8.87%减仓
44IVVIshares Core S&p 500 ETF-0.2%-11.41%减仓
45DUHPDimensional US High Profi Et-0.3%-3.71%减仓
46OEFIshares S&p 100 ETF-0.3%-0.94%减仓
47GOSSGossamer Bio INC-2.4%-4.57%减仓
48GEGeneral Electric—EXIT清仓
49VNQIVanguard Glbl Ex-us Real Est—EXIT清仓
50RRGBRed Robin Gourmet Burgers—NEW新建仓

FAQ

MB Generational Wealth, LLC 是什么机构？属于哪种投资人类型？
MB Generational Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.8亿，分布在 66 个已申报仓位之中。
MB Generational Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，MB Generational Wealth, LLC 按市值排列的前几大持股为： 1. Dimensional US High Profi Et (DUHP) — US$1977.5万 (10.9%) 2. Avantis US Small Cap Value (AVUV) — US$1957.1万 (10.8%) 3. Dimensional International Sm (DISV) — US$1738.7万 (9.6%) 4. Ishares Msci USA Quality Fac (QUAL) — US$1564.6万 (8.7%) 5. Ishares S&p 100 ETF (OEF) — US$1458.7万 (8.1%)
MB Generational Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，MB Generational Wealth, LLC 共进行了 37 项显著调整：新建仓 1 个仓位、加仓 20 个既有持股、减仓 14 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: General Electric (GE); 清仓: Vanguard Glbl Ex-us Real Est (VNQI); 新建仓: Red Robin Gourmet Burgers (RRGB); 减仓: Gossamer Bio INC (GOSS) — 股数 -4.57%; 加仓: Avantis US Small Cap Value (AVUV) — 股数 +0.17%
MB Generational Wealth, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，MB Generational Wealth, LLC 的主要板块分布如下： • Communication Services: 100.0%

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