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Livermore
Livermore
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MBM Wealth Consultants, LLC

SEC CIK
0001762068
最新申報
2026/7/24

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
123
較 2026 年第 1 季 −264
總值
$5.19 億
較 2026 年第 1 季 +$8,301 萬 (+19.1%)
申報日
2026/7/24
SEC
MBM Wealth Consultants, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Growth ETF922908736ETF666,368$5,740 萬11.1%+17,648+2.7%加碼依 6 比 1 拆股換算–
Vanguard High Dividend Yield Index ETF921946406ETF329,351$5,205 萬10.0%−2,025−0.6%減碼–
Vanguard S&P 500 ETF922908363ETF73,189$5,027 萬9.7%−668−0.9%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF560,962$2,837 萬5.5%+79,495+16.5%加碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD570,844$2,829 萬5.5%+66,907+13.3%加碼–
Schwab Strategic Tr808524862SHT TM US TRES1,110,545$2,681 萬5.2%+147,695+15.3%加碼–
J P Morgan Exchange Traded F46654Q773JPMORGAM LTD DUR513,387$2,679 萬5.2%+174,314+51.4%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF77,964$2,363 萬4.6%−4,754−5.7%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF314,916$2,244 萬4.3%+23,647+8.1%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF207,708$1,674 萬3.2%+196,888+1,819.7%加碼依 4 比 1 拆股換算–
iShares Tr4642886613 7 YR TREAS BD111,055$1,304 萬2.5%+17,854+19.2%加碼–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF140,381$1,294 萬2.5%+140,381新進–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL245,679$1,253 萬2.4%+9,124+3.9%加碼–
AAPLApple Inc.Stock26,078$754.6 萬1.5%+10,870+71.5%加碼歷史
LRCXLam Research CorpStock15,869$687.7 萬1.3%+343+2.2%加碼歷史
PIMCO ETF Tr72201R874SHTRM MUN BD ACT92,079$465.0 萬0.9%+12,444+15.6%加碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF33,944$403.9 萬0.8%−2,826−7.7%減碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF44,032$387.0 萬0.7%−2,876−6.1%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF61,919$376.4 萬0.7%−499−0.8%減碼–
VLOValero Energy CorpStock14,167$369.0 萬0.7%−484−3.3%減碼歷史
GOOGAlphabet Inc.Stock9,673$341.8 萬0.7%+630+7.0%加碼歷史
iShares Core S&P 500 ETF464287200ETF4,477$335.3 萬0.6%−63−1.4%減碼–
NVDANVIDIA CorpStock16,242$325.0 萬0.6%+810+5.2%加碼歷史
AMZNAmazon Com IncStock13,291$316.8 萬0.6%+908+7.3%加碼歷史
ABBVAbbVie Inc.Stock12,001$302.0 萬0.6%+312+2.7%加碼歷史
URIUnited Rentals, Inc.COM2,472$280.0 萬0.5%+251+11.3%加碼歷史
NETCloudflare, Inc.CL A COM11,233$275.5 萬0.5%+1,174+11.7%加碼歷史
MSFTMicrosoft CorpStock6,364$237.4 萬0.5%+840+15.2%加碼歷史
VRTXVertex Pharmaceuticals IncStock4,750$235.9 萬0.5%+600+14.5%加碼歷史
FDXFedEx CorpStock7,364$230.6 萬0.4%+655+9.8%加碼歷史
BKNGBooking Holdings Inc.Stock12,554$223.8 萬0.4%+1,954+18.4%加碼依 25 比 1 拆股換算歷史
HDHome Depot, Inc.Stock6,149$216.9 萬0.4%+1,011+19.7%加碼歷史
COSTCostco Wholesale CorpStock2,312$216.3 萬0.4%+259+12.6%加碼歷史
WMWaste Management IncStock9,699$216.2 萬0.4%+1,212+14.3%加碼歷史
BRK.BBerkshire Hathaway IncStock4,242$212.3 萬0.4%+657+18.3%加碼歷史
Vanguard Mun BD FDS922907696SHORT TAX EXEMPT27,594$211.5 萬0.4%+27,594新進–
LLYEli Lilly & CoStock1,753$210.3 萬0.4%+1,746+24,942.9%加碼歷史
LMTLockheed Martin CorpStock4,061$206.9 萬0.4%+507+14.3%加碼歷史
UNHUnitedHealth Group IncStock4,820$200.3 萬0.4%−53−1.1%減碼歷史
SCHWSchwab Charles CorpStock21,681$200.1 萬0.4%+2,952+15.8%加碼歷史
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF38,357$194.3 萬0.4%+2,375+6.6%加碼–
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF73,473$193.9 萬0.4%+73,473新進–
CICigna GroupStock6,683$184.2 萬0.4%+933+16.2%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF31,187$179.9 萬0.3%−2,331−7.0%減碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF20,831$170.7 萬0.3%00.0%不變–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF33,319$167.9 萬0.3%+1,783+5.7%加碼–
PGRProgressive CorpStock7,440$162.5 萬0.3%−64−0.9%減碼歷史
BXBlackstone Inc.COM13,765$162.0 萬0.3%+2,719+24.6%加碼歷史
COOCooper Companies, Inc.COM22,275$159.7 萬0.3%−254−1.1%減碼歷史
ICEIntercontinental Exchange, Inc.Stock12,594$155.0 萬0.3%+1,883+17.6%加碼歷史
TMUST-Mobile US, Inc.Stock9,149$153.5 萬0.3%+1,478+19.3%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock17,492$152.3 萬0.3%+1,372+8.5%加碼歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF20,788$140.4 萬0.3%+20,788新進–
LUVSouthwest Airlines CoCOM27,191$139.8 萬0.3%+3,009+12.4%加碼歷史
ORCLOracle CorpStock9,335$136.8 萬0.3%+9,111+4,067.4%加碼歷史
FCFSFirstCash Holdings, Inc.COM6,304$136.4 萬0.3%+528+9.1%加碼歷史
UTHRUnited Therapeutics CorpCOM2,327$126.1 萬0.2%+215+10.2%加碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE21,375$117.6 萬0.2%00.0%不變–
MUMicron Technology IncStock1,012$116.8 萬0.2%+12+1.2%加碼歷史
PEverpure, Inc.CL A13,861$109.2 萬0.2%+1,715+14.1%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF9,541$101.6 萬0.2%−26,353−73.4%減碼–
ADBEAdobe Inc.Stock4,949$101.5 萬0.2%−61−1.2%減碼歷史
RKTRocket Companies, Inc.Stock60,606$95.5 萬0.2%+10,461+20.9%加碼歷史
BABoeing CoStock3,989$86.3 萬0.2%+642+19.2%加碼歷史
NUNu Holdings Ltd.ORD SHS CL A64,567$86.3 萬0.2%+11,091+20.7%加碼歷史
IBMInternational Business Machines CorpStock2,992$84.1 萬0.2%+439+17.2%加碼歷史
XOMExxonMobil Holdings CorpCOM6,104$83.4 萬0.2%+2,084+51.8%加碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF2,395$82.4 萬0.2%00.0%不變–
BMYBristol Myers Squibb CoStock14,057$81.0 萬0.2%+309+2.2%加碼歷史
USBUS Bancorp DECOM NEW12,142$73.3 萬0.1%+617+5.4%加碼歷史
TNLTravel & Leisure Co.COM8,709$66.6 萬0.1%+507+6.2%加碼歷史
CTRECareTrust REIT, Inc.COM16,454$66.4 萬0.1%+406+2.5%加碼歷史
KGSKodiak Gas Services, Inc.COM8,535$64.1 萬0.1%−1,183−12.2%減碼歷史
OKEONEOK IncCOM7,324$63.7 萬0.1%+135+1.9%加碼歷史
HOODRobinhood Markets, Inc.Stock6,121$61.4 萬0.1%+6,121新進歷史
ORIOld Republic International CorpCOM14,718$60.2 萬0.1%+1,678+12.9%加碼歷史
FHIFederated Hermes, Inc.CL B10,840$59.9 萬0.1%+217+2.0%加碼歷史
SOSouthern CoStock6,060$58.0 萬0.1%+608+11.2%加碼歷史
ZSZscaler, Inc.Stock4,049$57.2 萬0.1%+1,080+36.4%加碼歷史
AVAAvista CorpCOM13,970$57.2 萬0.1%+1,642+13.3%加碼歷史
KMIKinder Morgan, Inc.Stock17,681$56.5 萬0.1%+258+1.5%加碼歷史
CNACna Financial CorpCOM11,475$55.8 萬0.1%+2,004+21.2%加碼歷史
ARCCAres Capital CorpCEF29,900$55.4 萬0.1%−71,751−70.6%減碼歷史
PRUPrudential Financial IncStock5,127$55.3 萬0.1%+557+12.2%加碼歷史
AEEAmeren CorpCOM4,879$55.2 萬0.1%+22+0.5%加碼歷史
ORealty Income CorpREIT8,848$54.8 萬0.1%+1,332+17.7%加碼歷史
TAT&T Inc.Stock25,787$53.4 萬0.1%+4,817+23.0%加碼歷史
FDXFFedEx Freight Holding Company, Inc.COMMON STOCK3,488$52.7 萬0.1%+3,488新進歷史
SRSpire IncCOM6,742$52.6 萬0.1%+494+7.9%加碼歷史
DDominion Energy, IncStock7,686$52.5 萬0.1%+518+7.2%加碼歷史
MRKMerck & Co., Inc.Stock4,081$52.4 萬0.1%+301+8.0%加碼歷史
CLXClorox CoStock5,431$51.8 萬0.1%+1,442+36.1%加碼歷史
VZVerizon Communications IncStock12,232$51.8 萬0.1%+765+6.7%加碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF6,065$49.9 萬0.1%00.0%不變–
OMCOmnicom Group Inc.COM6,799$49.5 萬0.1%+1,110+19.5%加碼歷史
UPSUnited Parcel Service IncStock4,497$48.3 萬0.1%+286+6.8%加碼歷史
VVisa Inc.Stock1,388$47.6 萬0.1%+347+33.3%加碼歷史
JNJJohnson & JohnsonStock1,842$46.8 萬0.1%+35+1.9%加碼歷史
AMTAmerican Tower CorpREIT2,852$46.7 萬0.1%+489+20.7%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A26,561$45.0 萬0.1%+3,356+14.5%加碼歷史

2026 年第 1 季之後清倉（271 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 271 檔。

MBM Wealth Consultants, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
iShares U S ETF Tr46431W507SHOR DURA BD ETF337,510$1,716 萬3.9%–
VITLVital Farms, Inc.COM19,011$26.8 萬0.1%歷史
ECLEcolab Inc.Stock612$16.3 萬<0.1%歷史
BLKBlackRock, Inc.Stock169$16.3 萬<0.1%歷史
DHRDanaher CorpStock791$15.0 萬<0.1%歷史
Vanguard Dividend Appreciation ETF921908844ETF624$13.4 萬<0.1%–
Dimensional ETF Trust25434V807INTERNATNAL VAL2,313$12.2 萬<0.1%–
YUMYum Brands IncStock763$11.9 萬<0.1%歷史
CPCanadian Pacific Kansas City LtdCOM1,453$11.4 萬<0.1%歷史
COPConocoPhillipsStock808$10.7 萬<0.1%歷史
Vanguard Wellington FD921935805US VALUE FACTR775$10.4 萬<0.1%–
QQnity Electronics, Inc.COMMON STOCK896$10.3 萬<0.1%歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF1,650$10.1 萬<0.1%–
BACBank of America CorpStock2,048$9.98 萬<0.1%歷史
IAUiShares Gold TrustETF1,075$9.48 萬<0.1%歷史
FCXFreeport-McMoran IncStock1,602$9.42 萬<0.1%歷史
ELEstee Lauder Companies IncCL A1,311$9.41 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM1,953$8.94 萬<0.1%歷史
METAMeta Platforms, Inc.Stock154$8.81 萬<0.1%歷史
AZNAstraZeneca PLCADR421$8.30 萬<0.1%歷史
CSXCSX CorpStock2,000$8.21 萬<0.1%歷史
DGDollar General CorpCOM632$7.50 萬<0.1%歷史
NEENextera Energy IncStock800$7.43 萬<0.1%歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF279$7.18 萬<0.1%–
JJacobs Solutions Inc.COM563$7.17 萬<0.1%歷史
AQSTAquestive Therapeutics, Inc.COM16,950$7.03 萬<0.1%歷史
GLDMWorld Gold TrustSPDR GLD MINIS756$7.01 萬<0.1%歷史
EMREmerson Electric CoStock533$6.98 萬<0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND175$6.43 萬<0.1%–
NKENIKE, Inc.Stock1,212$6.40 萬<0.1%歷史
EBAYeBay IncCOM688$6.26 萬<0.1%歷史
NRGNRG Energy, Inc.Stock428$6.25 萬<0.1%歷史
SBUXStarbucks CorpStock686$6.15 萬<0.1%歷史
HXLHexcel CorpCOM750$6.07 萬<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM205$5.64 萬<0.1%歷史
CRWVCoreWeave, Inc.Stock728$5.64 萬<0.1%歷史
American Centy ETF Tr025072307US QUALITY GROW532$5.59 萬<0.1%–
Vanguard Wellington FD921935607US MULTIFACTOR346$5.37 萬<0.1%–
LDOSLeidos Holdings, Inc.COM343$5.34 萬<0.1%歷史
ASTSAST SpaceMobile, Inc.COM CL A644$5.34 萬<0.1%歷史
ALSumisho Air Lease CorpCL A797$5.18 萬<0.1%歷史
iShares Select Dividend ETF464287168ETF340$5.15 萬<0.1%–
EDConsolidated Edison IncStock442$5.00 萬<0.1%歷史
BPBP PLCADR1,064$5.00 萬<0.1%歷史
COLBColumbia Banking System, Inc.COM1,790$4.91 萬<0.1%歷史
WECWec Energy Group, Inc.Stock420$4.87 萬<0.1%歷史
QCOMQualcomm IncStock377$4.86 萬<0.1%歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF1,653$4.82 萬<0.1%–
Schwab International Equity ETF808524805ETF1,886$4.67 萬<0.1%–
Vanguard Morningstar Value ETF922908744ETF227$4.45 萬<0.1%–
KOCoca Cola CoStock582$4.43 萬<0.1%歷史
GLWCorning IncCOM307$4.17 萬<0.1%歷史
AMATApplied Materials IncStock112$3.83 萬<0.1%歷史
YUMCYum China Holdings, Inc.COM763$3.72 萬<0.1%歷史
CNICanadian National Railway CoStock362$3.72 萬<0.1%歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL336$3.61 萬<0.1%–
PEPPepsiCo IncStock228$3.54 萬<0.1%歷史
SPDR Series Trust78464A763ST STR SP DIV235$3.43 萬<0.1%–
FISFidelity National Information Services, Inc.Stock695$3.26 萬<0.1%歷史
HWKNHawkins IncCOM212$3.26 萬<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/99991,220$3.16 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock688$3.11 萬<0.1%歷史
DPZDominos Pizza IncCOM86$3.09 萬<0.1%歷史
Vanguard Consumer Staples ETF92204A207ETF135$3.03 萬<0.1%–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF1,002$3.02 萬<0.1%–
BBDCBarings BDC, Inc.COM3,667$3.02 萬<0.1%歷史
JPMJPMorgan Chase & CoStock100$2.94 萬<0.1%歷史
iShares Russell 1000 Value ETF464287598ETF138$2.94 萬<0.1%–
APOApollo Global Management, Inc.COM261$2.91 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock59$2.90 萬<0.1%歷史
UNMUnum GroupStock392$2.87 萬<0.1%歷史
Simplify Exchange Traded Fun82889N699MANAGED FUTURES939$2.84 萬<0.1%–
PFGPrincipal Financial Group IncCOM307$2.77 萬<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF380$2.67 萬<0.1%–
EBFEnnis, Inc.COM1,238$2.65 萬<0.1%歷史
UMBFUmb Financial CorpCOM231$2.61 萬<0.1%歷史
iShares Tr464288414NATIONAL MUN ETF244$2.59 萬<0.1%–
VanEck Morningstar Wide Moat ETF92189F643ETF262$2.53 萬<0.1%–
MPCMarathon Petroleum CorpStock100$2.44 萬<0.1%歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF566$2.39 萬<0.1%–
iShares Core High Dividend ETF46429B663ETF175$2.38 萬<0.1%–
AMDAdvanced Micro Devices IncStock113$2.30 萬<0.1%歷史
SNDASonida Senior Living, Inc.COM695$2.24 萬<0.1%歷史
SSNCSS&C Technologies Holdings IncCOM327$2.21 萬<0.1%歷史
OSKOshkosh CorpCOM150$2.21 萬<0.1%歷史
Ea Series Trust02072L607FREEDOM 100 EM373$2.04 萬<0.1%–
SGOLabrdn Gold ETF TrustETF452$2.02 萬<0.1%歷史
SPYSPDR S&P 500 ETF TrustETF30$1.95 萬<0.1%歷史
CVXChevron CorpStock94$1.94 萬<0.1%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF146$1.94 萬<0.1%–
CACICACI International IncCL A35$1.90 萬<0.1%歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF707$1.88 萬<0.1%–
Vanguard Real Estate ETF922908553ETF212$1.88 萬<0.1%–
NFGNational Fuel Gas CoStock200$1.88 萬<0.1%歷史
VLTOVeralto CorpStock210$1.86 萬<0.1%歷史
iShares Core S&P Mid-Cap ETF464287507ETF267$1.80 萬<0.1%–
PMPhilip Morris International Inc.Stock109$1.80 萬<0.1%歷史
AMTMAmentum Holdings, Inc.COM678$1.77 萬<0.1%歷史
Schwab U.S. Large-Cap Value ETF808524409ETF576$1.76 萬<0.1%–
American Centy ETF Tr025072703INTL EQT ETF201$1.71 萬<0.1%–