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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,965 | -100.0% | -$27.48万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -4,590 | -100.0% | -$22.89万 | 清仓 |
| VTRS | VIATRIS INC | $16.23万 | 0.03% | 10,224 | -30 | -0.3% | -$476 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $20.30万 | 0.03% | 2,709 | 2,709 | — | $20.30万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.42万 | 0.03% | 912 | 25 | 2.8% | $5,598 | 重新持有 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $20.71万 | 0.03% | 4,135 | 0 | 0.0% | — | 重新持有 |
| IEMG | ISHARES INC | $20.73万 | 0.03% | 2,502 | 2,502 | — | $20.73万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $20.77万 | 0.03% | 5,250 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $21.46万 | 0.03% | 935 | -2,147 | -69.7% | -$49.27万 | 减仓 |
| DEO | DIAGEO PLC | $21.57万 | 0.03% | 2,684 | -15 | -0.6% | -$1,206 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $21.69万 | 0.03% | 612 | -4 | -0.6% | -$1,418 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $21.82万 | 0.03% | 9,000 | 9,000 | — | $21.82万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $21.86万 | 0.03% | 4,047 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $21.89万 | 0.03% | 642 | 11 | 1.7% | $3,750 | 加仓 |
| ABT | ABBOTT LABORATORIES | $22.16万 | 0.04% | 2,443 | 205 | 9.2% | $1.86万 | 加仓 |
| HEI | HEICO CORP NEW | $22.18万 | 0.04% | 623 | 0 | 0.0% | — | 重新持有 |
| IWR | ISHARES TR | $22.31万 | 0.04% | 2,022 | 2,022 | — | $22.31万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $22.35万 | 0.04% | 867 | 1 | 0.1% | $258 | 重新持有 |
| IWY | ISHARES TR | $22.99万 | 0.04% | 791 | 791 | — | $22.99万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.25万 | 0.04% | 331 | -8 | -2.4% | -$5,619 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $23.47万 | 0.04% | 1,232 | 1,232 | — | $23.47万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.82万 | 0.04% | 2,893 | 7 | 0.2% | $576 | 加仓 |
| EFG | ISHARES TR | $23.88万 | 0.04% | 1,920 | 1,920 | — | $23.88万 | 新建仓 |
| UL | UNILEVER PLC | $24.30万 | 0.04% | 4,041 | 6 | 0.1% | $361 | 加仓 |
| NEE | NEXTERA ENERGY INC | $24.44万 | 0.04% | 2,784 | 293 | 11.8% | $2.57万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $24.57万 | 0.04% | 2,716 | 2,716 | — | $24.57万 | 新建仓 |
| INTC | INTEL CORP | $24.77万 | 0.04% | 1,774 | -6,558 | -78.7% | -$91.56万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $24.79万 | 0.04% | 6,183 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $25.68万 | 0.04% | 1,639 | -3 | -0.2% | -$470 | 减仓 |
| USB | US BANCORP | $25.85万 | 0.04% | 4,280 | 4 | 0.1% | $242 | 加仓 |
| LOW | LOWES COS INC | $26.18万 | 0.04% | 1,187 | 1,187 | — | $26.18万 | 新建仓 |
| HDV | ISHARES TR | $26.67万 | 0.04% | 9,728 | -32 | -0.3% | -$877 | 减仓 |
| BA | BOEING CO | $26.68万 | 0.04% | 1,232 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $26.77万 | 0.04% | 512 | 1 | 0.2% | $523 | 加仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $26.94万 | 0.04% | 4,837 | -230 | -4.5% | -$1.28万 | 减仓 |
| QINT | AMERICAN CENTY ETF TR | $27.20万 | 0.04% | 3,917 | 3,917 | — | $27.20万 | 新建仓 |
| GAP | GAP INC | $27.21万 | 0.04% | 14,567 | 9 | 0.1% | $168 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.22万 | 0.04% | 655 | -51 | -7.2% | -$2.12万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $27.98万 | 0.04% | 387 | 387 | — | $27.98万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $29.26万 | 0.05% | 4,989 | 15 | 0.3% | $880 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $29.35万 | 0.05% | 3,143 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $29.63万 | 0.05% | 3,076 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $29.92万 | 0.05% | 3,691 | 3,691 | — | $29.92万 | 新建仓 |
| NULV | NUSHARES ETF TR | $30.54万 | 0.05% | 6,108 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $31.35万 | 0.05% | 335 | 335 | — | $31.35万 | 新建仓 |
| T | AT&T INC | $31.41万 | 0.05% | 15,175 | -364 | -2.3% | -$7,535 | 减仓 |
| IEFA | ISHARES TR | $32.15万 | 0.05% | 3,329 | 750 | 29.1% | $7.24万 | 加仓 |
| MMM | 3M CO | $32.49万 | 0.05% | 2,007 | 1 | 0.0% | $162 | 加仓 |
| SUSL | ISHARES TR | $32.54万 | 0.05% | 2,451 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $33.22万 | 0.05% | 7,701 | 196 | 2.6% | $8,456 | 加仓 |
| ESGE | ISHARES INC | $33.49万 | 0.05% | 6,124 | 44 | 0.7% | $2,406 | 加仓 |
| IWP | ISHARES TR | $33.62万 | 0.05% | 2,296 | 723 | 46.0% | $10.59万 | 加仓 |
| AGG | ISHARES TR | $33.95万 | 0.05% | 3,430 | 183 | 5.6% | $1.81万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $34.18万 | 0.05% | 6,740 | 91 | 1.4% | $4,615 | 加仓 |
| GSK | GSK PLC | $34.39万 | 0.05% | 6,560 | 85 | 1.3% | $4,456 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $34.74万 | 0.06% | 301 | 301 | — | $34.74万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $34.94万 | 0.06% | 3,640 | 146 | 4.2% | $1.40万 | 加仓 |
| TJX | TJX COS INC NEW | $35.42万 | 0.06% | 2,337 | -62 | -2.6% | -$9,396 | 减仓 |
| MGC | VANGUARD WORLD FD | $35.60万 | 0.06% | 1,301 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $36.26万 | 0.06% | 1,815 | 1 | 0.1% | $200 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $36.62万 | 0.06% | 1,109 | -15 | -1.3% | -$4,953 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $38.50万 | 0.06% | 9,594 | 1,027 | 12.0% | $4.12万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $38.81万 | 0.06% | 4,024 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $39.03万 | 0.06% | 1,107 | -23 | -2.0% | -$8,109 | 减仓 |
| GEV | GE VERNOVA INC | $39.45万 | 0.06% | 336 | -20 | -5.6% | -$2.35万 | 减仓 |
| EFV | ISHARES TR | $39.74万 | 0.06% | 5,191 | -249 | -4.6% | -$1.91万 | 减仓 |
| BX | BLACKSTONE INC | $39.98万 | 0.06% | 3,398 | 6 | 0.2% | $706 | 加仓 |
| QCOM | QUALCOMM INC | $42.24万 | 0.07% | 2,286 | -164 | -6.7% | -$3.03万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $42.29万 | 0.07% | 13,597 | 26 | 0.2% | $809 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $42.58万 | 0.07% | 9,318 | 1,031 | 12.4% | $4.71万 | 加仓 |
| PAYX | PAYCHEX INC | $43.18万 | 0.07% | 4,391 | -458 | -9.4% | -$4.50万 | 减仓 |
| WFC | WELLS FARGO & CO | $43.53万 | 0.07% | 5,268 | 55 | 1.1% | $4,545 | 加仓 |
| DIS | DISNEY WALT CO | $43.65万 | 0.07% | 4,536 | -11 | -0.2% | -$1,059 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $44.14万 | 0.07% | 7,395 | 2 | 0.0% | $119 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $44.69万 | 0.07% | 442 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $45.25万 | 0.07% | 3,825 | -278 | -6.8% | -$3.29万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $46.95万 | 0.07% | 8,970 | 4,006 | 80.7% | $20.97万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $47.36万 | 0.08% | 9,146 | -249 | -2.7% | -$1.29万 | 减仓 |
| MDT | MEDTRONIC PLC | $47.82万 | 0.08% | 6,113 | -261 | -4.1% | -$2.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $47.86万 | 0.08% | 697 | -33 | -4.5% | -$2.27万 | 减仓 |
| IYW | ISHARES TR | $48.10万 | 0.08% | 1,907 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $50.65万 | 0.08% | 8,035 | -100 | -1.2% | -$6,304 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $50.71万 | 0.08% | 4,065 | 1,090 | 36.6% | $13.60万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $51.95万 | 0.08% | 4,732 | -889 | -15.8% | -$9.76万 | 减仓 |
| IWD | ISHARES TR | $53.33万 | 0.08% | 2,200 | -40 | -1.8% | -$9,697 | 减仓 |
| ADI | ANALOG DEVICES INC | $54.61万 | 0.09% | 1,375 | 38 | 2.8% | $1.51万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $54.93万 | 0.09% | 1,273 | 47 | 3.8% | $2.03万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $55.09万 | 0.09% | 18,358 | 4,363 | 31.2% | $13.09万 | 加仓 |
| GE | GE AEROSPACE | $55.31万 | 0.09% | 1,480 | -60 | -3.9% | -$2.24万 | 减仓 |
| OMC | OMNICOM GROUP INC | $55.60万 | 0.09% | 7,634 | -180 | -2.3% | -$1.31万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $57.12万 | 0.09% | 6,231 | 20 | 0.3% | $1,833 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $58.52万 | 0.09% | 11,573 | -6,462 | -35.8% | -$32.68万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $58.77万 | 0.09% | 609 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $61.44万 | 0.10% | 15,103 | 146 | 1.0% | $5,939 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $62.83万 | 0.10% | 12,814 | 2,256 | 21.4% | $11.06万 | 加仓 |
| IVES | WEDBUSH SER TR | $63.73万 | 0.10% | 16,728 | 1,415 | 9.2% | $5.39万 | 加仓 |
| CVS | CVS HEALTH CORP | $67.00万 | 0.11% | 6,477 | 442 | 7.3% | $4.57万 | 加仓 |
| NULG | NUSHARES ETF TR | $67.55万 | 0.11% | 5,771 | 341 | 6.3% | $3.99万 | 加仓 |
| APH | AMPHENOL CORP | $68.19万 | 0.11% | 3,867 | 19 | 0.5% | $3,351 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $68.22万 | 0.11% | 86,571 | 0 | 0.0% | — | 不变 |