MBE Wealth Management, LLC 13F 持仓 · 2026年Q2
MBE Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 170 只证券，申报市值合计 2.84 亿美元。前几大持仓：QQQ（12.25%）、VB（10.45%）、SPYV（9.82%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $34.8M | 12.25% | 47,304 | 减持 |
| 2 | VB | VANGUARD INDEX FDS | $29.7M | 10.45% | 98,047 | 减持 |
| 3 | SPYV | SPDR SERIES TRUST | $27.9M | 9.82% | 459,724 | 增持 |
| 4 | IVV | ISHARES TR | $13.7M | 4.82% | 18,305 | 减持 |
| 5 | ACIO | ETF SER SOLUTIONS | $12.9M | 4.55% | 280,648 | 减持 |
| 6 | IDUB | ETF SER SOLUTIONS | $8.9M | 3.12% | 322,545 | 增持 |
| 7 | DRSK | ETF SER SOLUTIONS | $8.3M | 2.93% | 289,902 | 减持 |
| 8 | SCHP | SCHWAB STRATEGIC TR | $7.8M | 2.73% | 293,532 | 增持 |
| 9 | OSCV | ETF SER SOLUTIONS | $6.0M | 2.11% | 142,463 | 增持 |
| 10 | DUBS | ETF SER SOLUTIONS | $6.0M | 2.09% | 142,922 | 增持 |
| 11 | HTRB | HARTFORD FDS EXCHANGE TRADED | $5.5M | 1.93% | 162,492 | 增持 |
| 12 | SCHD | SCHWAB STRATEGIC TR | $5.1M | 1.79% | 160,983 | 增持 |
| 13 | ADME | ETF SER SOLUTIONS | $5.0M | 1.77% | 90,335 | 减持 |
| 14 | ASTS | AST SPACEMOBILE INC | $4.4M | 1.53% | 48,972 | 减持 |
| 15 | RLY | SSGA ACTIVE ETF TR | $4.0M | 1.41% | 116,038 | 增持 |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $3.9M | 1.36% | 46,782 | 持平 |
| 17 | DGRO | ISHARES TR | $3.4M | 1.20% | 45,043 | 减持 |
| 18 | SCHF | SCHWAB STRATEGIC TR | $3.2M | 1.13% | 115,783 | 增持 |
| 19 | SCHE | SCHWAB STRATEGIC TR | $2.9M | 1.01% | 79,015 | 增持 |
| 20 | UPSD | ETF SER SOLUTIONS | $2.7M | 0.94% | 94,631 | 增持 |
| 21 | JUCY | ETF SER SOLUTIONS | $2.3M | 0.81% | 105,388 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.3M | 0.81% | 11,565 | 减持 |
| 23 | AFIX | ALLSPRING EXCHANGE TRADED FU | $2.3M | 0.80% | 91,571 | 新建仓 |
| 24 | MUNI | PIMCO ETF TR | $2.0M | 0.69% | 37,355 | 增持 |
| 25 | BRTR | BLACKROCK ETF TRUST II | $1.9M | 0.68% | 38,481 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR