MW

MBL Wealth, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$13.2亿

申报季度: 2026-03-31 · 持股只数: 376

MBL Wealth, LLC在最新一期 13F 报告中披露了 376 项持股，申报期为 2026-03-31，总持股市值约为 US$13.2亿，季度换手率为 15.3%。

浏览其他10 亿至 100 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
13.15
持仓稳定性
15.3
动能／逆势
100
行业集中度
66.08
多样化
100
仓位均衡度
68.52

近期动向

  • 加仓 BIL

    +20.1%　US$2050.1万

  • 加仓 HYG

    +3690.0%　US$1369.0万

  • 减仓 SPY

    +1.9%　-US$415.6万

  • 减仓 AAPL

    -9.4%　-US$436.4万

  • 减仓 PYLD

    -63.6%　-US$518.5万

  • 加仓 TBIL

    +48.4%　US$365.5万

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

仅显示前 331 大持股（共 376 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长10.78%-0.97%+1.88%
2BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债9.14%+1.10%+20.09%
3IJHIshares Core S&p Midcap ETFETF-其他4.64%+0.05%+4.77%
4GLDMSpdr Gold Minishares TrustETF-避险与商品3.58%+0.07%-0.40%
5IEMGIshares Core Msci EmergingETF-新兴市场3.46%+0.02%+2.63%
6DIVOAmplify Cwp Enhan Divid ETFETF-其他3.33%-0.03%+4.27%
7ISTBIshares Core 1-5 Year Usd BoETF-其他3.06%+0.03%+7.78%
8DFNMDimensional National Muni BdETF-其他2.68%-0.05%+4.62%
9UITBVictoryshares Core IntermediETF-其他2.56%+0.05%+8.80%
10IJRIshares Core S&p Small-cap EETF-中小型股2.49%+0.02%+3.17%
11IEFAIshares Core Msci Eafe ETFETF-其他2.14%-0.06%+1.75%
12IEIIshares 3-7 Year Treasury BoETF-政府公债2.13%+0.02%+7.49%
13IDEVIshares Core Msci Dev MktsETF-其他1.90%+0.02%+5.68%
14MUNIPimco Intermediate MunicipalETF-其他1.88%-0.03%+4.44%
15AAPLApple INC股票-科技1.81%-0.46%-9.41%
16SHYIshares 1-3 Year Treasury BoETF-政府公债1.29%—+6.78%
17NVDANvidia CORP股票-科技1.24%-0.14%+1.75%
18PTLCPacer Trendpilot US Large CaETF-其他1.22%-0.14%+0.51%
19HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-非投资级债1.06%+1.03%+3689.97%
20QQQINeos Nasdaq-100 High INC ETFETF-科技型1.04%—+9.87%
21GBILGoldman Sachs Access TreasurETF-避险与商品1.01%+0.16%+25.74%
22SUBIshares Short-term NationalETF-其他0.96%+0.18%+29.29%
23MODLVictoryshares Westend US SecETF-其他0.87%—+9.90%
24CARYAngel Oak Income ETFETF-其他0.85%—+3.95%
25TBILF/m US Treasury 3 Month BillETF-政府公债0.85%+0.24%+48.43%
26JCPBJpmorgan Core Plus Bond ETFETF-其他0.82%+0.82%NEW
27MSFTMicrosoft CORP股票-科技0.77%-0.24%+5.40%
28PSEPInnovator U.s. Equity PowerETF-其他0.75%—+4.50%
29KJANInnovator U.s. Small Cap PowETF-中小型股0.70%—+2.78%
30EMXCIshares Msci Emr Mrk Ex ChnaETF-其他0.63%+0.04%+4.27%
31FAUGFt Vest U.s. Equity Buffer EETF-其他0.63%—-1.27%
32PTMCPacer Trendpilot US Mid CapETF-其他0.62%—+4.21%
33PTINPacer Trendpilot Intl ETFETF-其他0.62%—+2.38%
34MLPAGlobal X Mlp ETFETF-其他0.60%+0.07%+6.13%
35SCHXSchwab US Large-cap ETFETF-其他0.58%—+3.44%
36HGERHarbor Commodity All WeatherETF-避险与商品0.56%+0.14%+12.16%
37PDECInnovator U.s. Equity PowerETF-其他0.54%+0.09%+29.49%
38GOOGLAlphabet Inc-cl A股票-通信服务0.52%-0.10%-3.19%
39AMZNAmazon.com INC股票-周期性消费0.52%—+1.65%
40PJULInnovator U.s. Equity PowerETF-其他0.52%—-2.02%
41VOVanguard Mid-cap ETFETF-其他0.49%—+0.81%
42BRK-BBerkshire Hathaway Inc-cl B股票-其他0.48%—-2.19%
43RUNNRunning Oak Efficient Gr ETFETF-其他0.48%-0.09%-8.59%
44TDVGT Rowe Price Dividend GrowthETF-其他0.47%—-5.08%
45CBTYCalamos Bitcoin 80 Str-julETF-加密货币0.47%+0.08%+44.30%
46LHLabcorp Holdings INC股票-医疗保健0.47%-0.12%-20.30%
47JEPQJPM Nasdaq Equity PremiumETF-科技型0.45%-0.09%-7.03%
48THIRThor Index Rotation ETFETF-大型股与成长0.43%+0.07%+30.92%
49AVGOBroadcom INC股票-科技0.41%—+3.12%
50METAMeta Platforms Inc-class A股票-通信服务0.41%-0.09%-1.00%
1–50 of 331

本季持股变动

MBL Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Jpmorgan Core Plus Bond ETF (JCPB); 清仓: Invesco Bloomberg Enhanced F (IFLN); 清仓: Ishares Ibonds Dec 2027 Term (IBTH); 新建仓: Towne Bank (TOWN); 新建仓: Miami International Holdings (MIAX).

MBL 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
1BILSs Spdr Bb 1-3m T-bill ETF+1.1%+20.09%加仓
2HYGIshr Ibx Usd Hiyld Cb Etf-ui+1%+3689.97%加仓
3TBILF/m US Treasury 3 Month Bill+0.2%+48.43%加仓
4SUBIshares Short-term National+0.2%+29.29%加仓
5GBILGoldman Sachs Access Treasur+0.2%+25.74%加仓
6HGERHarbor Commodity All Weather+0.1%+12.16%加仓
7PDECInnovator U.s. Equity Power+0.1%+29.49%加仓
8CBTYCalamos Bitcoin 80 Str-jul+0.1%+44.30%加仓
9GLDMSpdr Gold Minishares Trust+0.1%-0.40%减仓
10MLPAGlobal X Mlp ETF+0.1%+6.13%加仓
11THIRThor Index Rotation ETF+0.1%+30.92%加仓
12MUMicron Technology INC+0.1%+92.80%加仓
13XOMExxon Mobil CORP+0.1%+2.15%加仓
14IJHIshares Core S&p Midcap ETF+0.1%+4.77%加仓
15UITBVictoryshares Core Intermedi+0.1%+8.80%加仓
16EMXCIshares Msci Emr Mrk Ex Chna0%+4.27%加仓
17ISTBIshares Core 1-5 Year Usd Bo0%+7.78%加仓
18IEMGIshares Core Msci Emerging0%+2.63%加仓
19IJRIshares Core S&p Small-cap E0%+3.17%加仓
20IEIIshares 3-7 Year Treasury Bo0%+7.49%加仓
21IDEVIshares Core Msci Dev Mkts0%+5.68%加仓
22SHYIshares 1-3 Year Treasury Bo—+6.78%加仓
23DIVOAmplify Cwp Enhan Divid ETF0%+4.27%加仓
24MUNIPimco Intermediate Municipal0%+4.44%加仓
25DFNMDimensional National Muni Bd-0.1%+4.62%加仓
26IEFAIshares Core Msci Eafe ETF-0.1%+1.75%加仓
27ACIOAptus Collared Invest Opp-0.1%-20.97%减仓
28JTEKJpmorgan US Tech Leaders-0.1%-18.24%减仓
29METAMeta Platforms Inc-class A-0.1%-1.00%减仓
30RUNNRunning Oak Efficient Gr ETF-0.1%-8.59%减仓
31JEPQJPM Nasdaq Equity Premium-0.1%-7.03%减仓
32JBBBJanus Henderson B-bbb Clo Et-0.1%-52.10%减仓
33GOOGLAlphabet Inc-cl A-0.1%-3.19%减仓
34TSLATesla INC-0.1%-1.72%减仓
35LHLabcorp Holdings INC-0.1%-20.30%减仓
36PTLCPacer Trendpilot US Large Ca-0.1%+0.51%加仓
37NVDANvidia CORP-0.1%+1.75%加仓
38CBTJCalamos Bitcoin 80 P ETF Jan-0.2%-40.55%减仓
39MSFTMicrosoft CORP-0.2%+5.40%加仓
40PYLDPimco Multisector Bond Actv-0.4%-63.63%减仓
41AAPLApple INC-0.5%-9.41%减仓
42SPYSs Spdr S&p 500 ETF Trust-us-1%+1.88%加仓
43JCPBJpmorgan Core Plus Bond ETF—NEW新建仓
44IFLNInvesco Bloomberg Enhanced F—EXIT清仓
45IBTHIshares Ibonds Dec 2027 Term—EXIT清仓
46TOWNTowne Bank—NEW新建仓
47MIAXMiami International Holdings—NEW新建仓
48QQWZPcr Csh Cowz 100n 100r—NEW新建仓
49PMARInnovator U.s. Equity Power—EXIT清仓
50KVUEKenvue INC—EXIT清仓

FAQ

MBL Wealth, LLC 是什么机构？属于哪种投资人类型？
MBL 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$13.2亿，分布在 376 个已申报仓位之中。
MBL Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，MBL Wealth, LLC 按市值排列的前几大持股为： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1.4亿 (10.8%) 2. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$1.2亿 (9.1%) 3. Ishares Core S&p Midcap ETF (IJH) — US$6137.1万 (4.6%) 4. Spdr Gold Minishares Trust (GLDM) — US$4735.3万 (3.6%) 5. Ishares Core Msci Emerging (IEMG) — US$4576.5万 (3.5%)
MBL 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，MBL Wealth, LLC 共进行了 50 项显著调整：新建仓 4 个仓位、加仓 29 个既有持股、减仓 13 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Jpmorgan Core Plus Bond ETF (JCPB); 清仓: Invesco Bloomberg Enhanced F (IFLN); 清仓: Ishares Ibonds Dec 2027 Term (IBTH); 新建仓: Towne Bank (TOWN); 新建仓: Miami International Holdings (MIAX)
MBL 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，MBL Wealth, LLC 的主要板块分布如下： • Information Technology: 40.6% • Financials: 12.3% • Communication Services: 11.6% • Consumer Discretionary: 10.3% • Health Care: 8.6% • Industrials: 6.7%

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