MBL Wealth, LLC 13F 持仓 · 2026年Q2
MBL Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 381 只证券，申报市值合计 14.65 亿美元。前几大持仓：SPY（11.13%）、BIL（9.49%）、IJH（4.96%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $163.1M | 11.13% | 216,949 | 减持 |
| 2 | BIL | SPDR SERIES TRUST | $139.1M | 9.49% | 1.5M | 增持 |
| 3 | IJH | ISHARES TR | $72.7M | 4.96% | 942,760 | 增持 |
| 4 | IEMG | ISHARES INC | $55.3M | 3.78% | 668,096 | 增持 |
| 5 | DIVO | AMPLIFY ETF TR | $46.9M | 3.20% | 1.0M | 增持 |
| 6 | ISTB | ISHARES TR | $42.2M | 2.88% | 874,816 | 增持 |
| 7 | GLDM | WORLD GOLD TR | $41.0M | 2.80% | 516,616 | 增持 |
| 8 | IJR | ISHARES TR | $40.0M | 2.73% | 269,424 | 增持 |
| 9 | DFNM | DIMENSIONAL ETF TRUST | $37.5M | 2.56% | 776,501 | 增持 |
| 10 | UITB | VICTORY PORTFOLIOS II | $35.5M | 2.43% | 758,771 | 增持 |
| 11 | IEFA | ISHARES TR | $30.5M | 2.08% | 316,152 | 增持 |
| 12 | IEI | ISHARES TR | $29.6M | 2.02% | 252,032 | 增持 |
| 13 | IDEV | ISHARES TR | $27.8M | 1.90% | 312,873 | 增持 |
| 14 | AAPL | APPLE INC | $26.8M | 1.83% | 91,740 | 减持 |
| 15 | MUNI | PIMCO ETF TR | $26.6M | 1.81% | 505,308 | 增持 |
| 16 | SHY | ISHARES TR | $17.5M | 1.20% | 213,461 | 增持 |
| 17 | PTLC | PACER FDS TR | $17.4M | 1.19% | 299,162 | 减持 |
| 18 | QQQI | NEOS ETF TRUST | $16.6M | 1.13% | 292,422 | 增持 |
| 19 | HYG | ISHARES TR | $14.7M | 1.00% | 183,210 | 增持 |
| 20 | JCPB | J P MORGAN EXCHANGE TRADED F | $13.6M | 0.93% | 290,410 | 增持 |
| 21 | NVDA | NVIDIA CORPORATION | $13.4M | 0.92% | 67,175 | 减持 |
| 22 | MODL | VICTORY PORTFOLIOS II | $13.3M | 0.91% | 261,184 | 增持 |
| 23 | TBIL | RBB FD INC | $12.9M | 0.88% | 258,051 | 增持 |
| 24 | GBIL | GOLDMAN SACHS ETF TR | $12.6M | 0.86% | 126,202 | 减持 |
| 25 | SUB | ISHARES TR | $12.1M | 0.83% | 114,114 | 减持 |
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