MARINO, STRAM & ASSOCIATES LLC
BRAINTREE MA · SEC CIK 0001099762
$6.28亿2026Q2 申报市值
202持仓数
57.6%前十大占比 · 第一大 14.3%
14 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VUG 加仓+$145.71万
VYM 加仓+$122.71万
VTI 加仓+$85.81万
VTV 加仓+$72.44万
IDV 加仓+$43.45万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$91.56万
SHV 减仓-$77.23万
AJG 减仓-$49.27万
JPST 减仓-$32.68万
GLDM 清仓-$27.48万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $8,968.59万 | 14.29% | 567,525 | 7,765 | 1.4% | $122.71万 | 加仓 |
| IVV | ISHARES TR | $6,800.72万 | 10.83% | 90,811 | 565 | 0.6% | $42.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,202.79万 | 8.29% | 603,992 | 16,916 | 2.9% | $145.71万 | 加仓 |
| SDY | SPDR SERIES TRUST | $4,258.05万 | 6.78% | 279,804 | 1,153 | 0.4% | $17.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,931.79万 | 6.26% | 180,415 | 3,324 | 1.9% | $72.44万 | 加仓 |
| IJH | ISHARES TR | $2,167.89万 | 3.45% | 281,143 | 4,054 | 1.5% | $31.26万 | 加仓 |
| IJR | ISHARES TR | $1,626.25万 | 2.59% | 109,652 | -484 | -0.4% | -$7.18万 | 减仓 |
| AAPL | APPLE INC | $1,347.00万 | 2.15% | 46,551 | 412 | 0.9% | $11.92万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $934.48万 | 1.49% | 245,335 | -4,969 | -2.0% | -$18.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $929.69万 | 1.48% | 28,402 | -148 | -0.5% | -$4.84万 | 减仓 |
| QUAL | ISHARES TR | $775.30万 | 1.24% | 35,333 | 677 | 2.0% | $14.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $772.73万 | 1.23% | 20,882 | 2,319 | 12.5% | $85.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $753.77万 | 1.20% | 20,207 | 184 | 0.9% | $6.86万 | 加仓 |
| IMCG | ISHARES TR | $720.07万 | 1.15% | 73,252 | 2,760 | 3.9% | $27.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $708.17万 | 1.13% | 9,617 | 303 | 3.3% | $22.31万 | 加仓 |
| DGRO | ISHARES TR | $670.20万 | 1.07% | 88,429 | 5,329 | 6.4% | $40.39万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $664.11万 | 1.06% | 31,212 | 1,233 | 4.1% | $26.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $645.36万 | 1.03% | 12,897 | 838 | 6.9% | $41.93万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $561.13万 | 0.89% | 23,714 | 134 | 0.6% | $3.17万 | 加仓 |
| AMZN | AMAZON COM INC | $490.31万 | 0.78% | 20,572 | 284 | 1.4% | $6.77万 | 加仓 |
| GOOG | ALPHABET INC | $430.64万 | 0.69% | 12,188 | 791 | 6.9% | $27.95万 | 加仓 |
| GOOGL | ALPHABET INC | $416.27万 | 0.66% | 11,649 | 1,204 | 11.5% | $43.02万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $395.95万 | 0.63% | 70,104 | 361 | 0.5% | $2.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $373.88万 | 0.60% | 14,721 | 43 | 0.3% | $1.09万 | 加仓 |
| LLY | ELI LILLY & CO | $370.73万 | 0.59% | 3,091 | -30 | -1.0% | -$3.60万 | 减仓 |
| KO | COCA COLA CO | $356.67万 | 0.57% | 43,887 | 568 | 1.3% | $4.62万 | 加仓 |
| BLK | BLACKROCK INC | $356.41万 | 0.57% | 3,707 | 16 | 0.4% | $1.54万 | 加仓 |
| IDV | ISHARES TR | $353.87万 | 0.56% | 85,415 | 10,487 | 14.0% | $43.45万 | 加仓 |
| ABBV | ABBVIE INC | $348.43万 | 0.56% | 13,846 | 105 | 0.8% | $2.64万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $339.62万 | 0.54% | 6,666 | 25 | 0.4% | $1.27万 | 加仓 |
| AOR | ISHARES TR | $333.07万 | 0.53% | 47,924 | 609 | 1.3% | $4.23万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $321.55万 | 0.51% | 32,744 | 1,050 | 3.3% | $10.31万 | 加仓 |
| MRK | MERCK & CO INC | $313.70万 | 0.50% | 24,413 | -553 | -2.2% | -$7.11万 | 减仓 |
| AVGO | BROADCOM INC | $310.74万 | 0.49% | 8,226 | -25 | -0.3% | -$9,444 | 减仓 |
| — | EXXON MOBIL CORP | $302.37万 | 0.48% | 22,116 | 92 | 0.4% | $1.26万 | 加仓 |
| AOA | ISHARES TR | $300.73万 | 0.48% | 30,812 | -182 | -0.6% | -$1.78万 | 减仓 |
| MPC | MARATHON PETE CORP | $298.86万 | 0.48% | 11,689 | 56 | 0.5% | $1.43万 | 加仓 |
| USMV | ISHARES TR | $290.73万 | 0.46% | 30,140 | -2,432 | -7.5% | -$23.46万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $282.68万 | 0.45% | 56,786 | 5,274 | 10.2% | $26.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $276.11万 | 0.44% | 5,781 | -54 | -0.9% | -$2.58万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $269.36万 | 0.43% | 18,369 | -130 | -0.7% | -$1.91万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $262.72万 | 0.42% | 10,812 | 1,167 | 12.1% | $28.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $254.19万 | 0.40% | 60,036 | 645 | 1.1% | $2.73万 | 加仓 |
| MCD | MCDONALDS CORP | $251.07万 | 0.40% | 9,288 | -37 | -0.4% | -$1.00万 | 减仓 |
| IVW | ISHARES TR | $238.91万 | 0.38% | 17,371 | -261 | -1.5% | -$3.59万 | 减仓 |
| VLO | VALERO ENERGY CORP | $235.34万 | 0.37% | 9,036 | 23 | 0.3% | $5,990 | 加仓 |
| MTUM | ISHARES TR | $232.21万 | 0.37% | 6,773 | 139 | 2.1% | $4.77万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $230.01万 | 0.37% | 12,714 | -9 | -0.1% | -$1,628 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $229.95万 | 0.37% | 18,167 | 83 | 0.5% | $1.05万 | 加仓 |
| IXN | ISHARES TR | $219.20万 | 0.35% | 15,172 | -19 | -0.1% | -$2,745 | 减仓 |
| MO | ALTRIA GROUP INC | $218.67万 | 0.35% | 30,392 | 184 | 0.6% | $1.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $218.67万 | 0.35% | 10,929 | 620 | 6.0% | $12.40万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $214.67万 | 0.34% | 19,404 | 93 | 0.5% | $1.03万 | 加仓 |
| SHV | ISHARES TR | $214.19万 | 0.34% | 19,410 | -6,999 | -26.5% | -$77.23万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $201.80万 | 0.32% | 33,028 | 453 | 1.4% | $2.77万 | 加仓 |
| WMT | WALMART INC | $198.12万 | 0.32% | 17,493 | -56 | -0.3% | -$6,343 | 减仓 |
| AMGN | AMGEN INC | $197.60万 | 0.31% | 5,457 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $180.45万 | 0.29% | 24,274 | 174 | 0.7% | $1.29万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $176.78万 | 0.28% | 8,946 | 464 | 5.5% | $9.17万 | 加仓 |
| ITOT | ISHARES TR | $174.50万 | 0.28% | 10,623 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $172.07万 | 0.27% | 12,577 | 82 | 0.7% | $1.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $168.34万 | 0.27% | 2,254 | 23 | 1.0% | $1.72万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $166.82万 | 0.27% | 12,615 | 253 | 2.0% | $3.35万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $165.53万 | 0.26% | 4,854 | -20 | -0.4% | -$6,820 | 减仓 |
| ETR | ENTERGY CORP NEW | $154.23万 | 0.25% | 13,428 | 289 | 2.2% | $3.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $152.37万 | 0.24% | 9,192 | 174 | 1.9% | $2.88万 | 加仓 |
| V | VISA INC | $147.83万 | 0.24% | 4,309 | 339 | 8.5% | $11.63万 | 加仓 |
| SUSA | ISHARES TR | $146.50万 | 0.23% | 9,495 | 17 | 0.2% | $2,623 | 加仓 |
| VTR | VENTAS INC | $143.61万 | 0.23% | 16,173 | -100 | -0.6% | -$8,880 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $143.15万 | 0.23% | 6,401 | 64 | 1.0% | $1.43万 | 加仓 |
| FAST | FASTENAL CO | $142.44万 | 0.23% | 29,656 | 535 | 1.8% | $2.57万 | 加仓 |
| PEP | PEPSICO INC | $142.29万 | 0.23% | 10,509 | -329 | -3.0% | -$4.45万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $137.00万 | 0.22% | 4,599 | 17 | 0.4% | $5,064 | 加仓 |
| ENB | ENBRIDGE INC | $134.41万 | 0.21% | 24,794 | 354 | 1.4% | $1.92万 | 加仓 |
| ESGU | ISHARES TR | $127.54万 | 0.20% | 7,792 | 8 | 0.1% | $1,309 | 加仓 |
| CSCO | CISCO SYS INC | $127.36万 | 0.20% | 10,843 | -33 | -0.3% | -$3,876 | 减仓 |
| MA | MASTERCARD INCORPORATED | $127.02万 | 0.20% | 2,473 | 546 | 28.3% | $28.04万 | 加仓 |
| SO | SOUTHERN CO | $124.86万 | 0.20% | 13,046 | 181 | 1.4% | $1.73万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $124.83万 | 0.20% | 3,414 | 501 | 17.2% | $18.32万 | 加仓 |
| META | META PLATFORMS INC | $124.55万 | 0.20% | 2,211 | 12 | 0.5% | $6,760 | 加仓 |
| TFC | TRUIST FINL CORP | $120.45万 | 0.19% | 24,177 | 303 | 1.3% | $1.51万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $119.07万 | 0.19% | 17,507 | 3,058 | 21.2% | $20.80万 | 加仓 |
| IUSB | ISHARES TR | $118.44万 | 0.19% | 25,664 | 372 | 1.5% | $1.72万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $117.20万 | 0.19% | 36,959 | 202 | 0.5% | $6,405 | 加仓 |
| IVE | ISHARES TR | $114.00万 | 0.18% | 5,021 | 24 | 0.5% | $5,449 | 加仓 |
| GLD | SPDR GOLD TR | $104.17万 | 0.17% | 2,828 | 25 | 0.9% | $9,209 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $99.97万 | 0.16% | 49,220 | 2,705 | 5.8% | $5.49万 | 加仓 |
| PGR | PROGRESSIVE CORP | $93.06万 | 0.15% | 4,260 | 22 | 0.5% | $4,806 | 加仓 |
| IWF | ISHARES TR | $92.34万 | 0.15% | 7,437 | -307 | -4.0% | -$3.81万 | 减仓 |
| DON | WISDOMTREE TR | $90.64万 | 0.14% | 16,037 | 11 | 0.1% | $622 | 加仓 |
| C | CITIGROUP INC | $90.02万 | 0.14% | 6,432 | -313 | -4.6% | -$4.38万 | 减仓 |
| OKE | ONEOK INC NEW | $89.96万 | 0.14% | 10,348 | 234 | 2.3% | $2.03万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $89.19万 | 0.14% | 2,637 | 7 | 0.3% | $2,368 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $89.15万 | 0.14% | 152,911 | 1,071 | 0.7% | $6,244 | 加仓 |
| AOM | ISHARES TR | $87.13万 | 0.14% | 17,465 | -209 | -1.2% | -$1.04万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $80.36万 | 0.13% | 1,603 | -129 | -7.4% | -$6.47万 | 减仓 |
| GPC | GENUINE PARTS CO | $79.55万 | 0.13% | 6,743 | 21 | 0.3% | $2,477 | 加仓 |
| RTX | RTX CORPORATION | $78.86万 | 0.13% | 4,156 | -63 | -1.5% | -$1.20万 | 减仓 |
| MS | MORGAN STANLEY | $78.67万 | 0.13% | 3,764 | -2 | -0.1% | -$418 | 减仓 |
| PFE | PFIZER INC | $76.57万 | 0.12% | 31,798 | -1,009 | -3.1% | -$2.43万 | 减仓 |