Mbm Wealth Consultants, LLC 13F 持仓 · 2026年Q2
Mbm Wealth Consultants 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 123 只证券，申报市值合计 5.19 亿美元。前几大持仓：VUG（11.07%）、VYM（10.04%）、VOO（9.69%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $57.4M | 11.07% | 666,368 | 增持 |
| 2 | VYM | VANGUARD WHITEHALL FDS | $52.0M | 10.04% | 329,351 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $50.3M | 9.69% | 73,189 | 减持 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $28.4M | 5.47% | 560,962 | 增持 |
| 5 | PULS | PGIM ETF TR | $28.3M | 5.45% | 570,844 | 增持 |
| 6 | JPLD | J P MORGAN EXCHANGE TRADED F | $26.8M | 5.17% | 513,387 | 增持 |
| 7 | SCHO | SCHWAB STRATEGIC TR | $26.8M | 5.17% | 1.1M | 增持 |
| 8 | VB | VANGUARD INDEX FDS | $23.6M | 4.56% | 77,964 | 减持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $22.4M | 4.33% | 314,916 | 增持 |
| 10 | VO | VANGUARD INDEX FDS | $16.7M | 3.23% | 207,708 | 增持 |
| 11 | IEI | ISHARES TR | $13.0M | 2.52% | 111,055 | 增持 |
| 12 | BOND | PIMCO ETF TR | $12.9M | 2.50% | 140,381 | 新建仓 |
| 13 | JMST | J P MORGAN EXCHANGE TRADED F | $12.5M | 2.42% | 245,679 | 增持 |
| 14 | AAPL | APPLE INC | $7.5M | 1.46% | 26,078 | 增持 |
| 15 | LRCX | LAM RESEARCH CORP | $6.9M | 1.33% | 15,869 | 增持 |
| 16 | SMMU | PIMCO ETF TR | $4.6M | 0.90% | 92,079 | 增持 |
| 17 | SPYG | SPDR SERIES TRUST | $4.0M | 0.78% | 33,944 | 减持 |
| 18 | SPYM | SPDR SERIES TRUST | $3.9M | 0.75% | 44,032 | 减持 |
| 19 | SPYV | SPDR SERIES TRUST | $3.8M | 0.73% | 61,919 | 减持 |
| 20 | VLO | VALERO ENERGY CORP | $3.7M | 0.71% | 14,167 | 减持 |
| 21 | GOOG | ALPHABET INC | $3.4M | 0.66% | 9,673 | 增持 |
| 22 | IVV | ISHARES TR | $3.4M | 0.65% | 4,477 | 减持 |
| 23 | NVDA | NVIDIA CORPORATION | $3.2M | 0.63% | 16,242 | 增持 |
| 24 | AMZN | AMAZON COM INC | $3.2M | 0.61% | 13,291 | 增持 |
| 25 | ABBV | ABBVIE INC | $3.0M | 0.58% | 12,001 | 增持 |
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