MARINO, STRAM & ASSOCIATES LLC
BRAINTREE MA · SEC CIK 0001099762
$5.57亿2026Q1 申报市值
185持仓数
57.7%前十大占比 · 第一大 14.9%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IDV 加仓+$170.13万
VYM 加仓+$147.43万
IVV 加仓+$140.31万
VUG 加仓+$109.68万
IMCG 加仓+$55.57万
2026Q1 卖出最多 按季末市值估算
VYMI 减仓-$147.55万
SPYX 减仓-$30.54万
NOW 清仓-$27.57万
NULG 减仓-$24.86万
INTU 清仓-$23.27万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,800 | -100.0% | -$27.57万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -351 | -100.0% | -$23.27万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TCHP | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -675 | -100.0% | -$20.00万 | 清仓 |
| VTRS | VIATRIS INC | $13.85万 | 0.02% | 10,254 | -40 | -0.4% | -$540 | 减仓 |
| DEO | DIAGEO PLC | $20.09万 | 0.04% | 2,699 | -120 | -4.3% | -$8,933 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $20.12万 | 0.04% | 1,226 | 1,226 | — | $20.12万 | 新建仓 |
| IWP | ISHARES TR | $20.15万 | 0.04% | 1,573 | 1,573 | — | $20.15万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.53万 | 0.04% | 2,886 | 2,886 | — | $20.53万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $20.57万 | 0.04% | 631 | -298 | -32.1% | -$9.72万 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.93万 | 0.04% | 339 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $21.14万 | 0.04% | 616 | 4 | 0.7% | $1,373 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $21.36万 | 0.04% | 4,047 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $21.58万 | 0.04% | 6,183 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $22.24万 | 0.04% | 4,276 | 46 | 1.1% | $2,393 | 加仓 |
| TBIL | RBB FD INC | $22.89万 | 0.04% | 4,590 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $22.98万 | 0.04% | 2,238 | 86 | 4.0% | $8,829 | 加仓 |
| UL | UNILEVER PLC | $22.99万 | 0.04% | 4,035 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.14万 | 0.04% | 2,491 | -1,124 | -31.1% | -$10.44万 | 重新持有 |
| IEFA | ISHARES TR | $23.35万 | 0.04% | 2,579 | 2,579 | — | $23.35万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $23.67万 | 0.04% | 511 | 2 | 0.4% | $926 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.86万 | 0.04% | 609 | 609 | — | $23.86万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $24.25万 | 0.04% | 5,250 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $24.30万 | 0.04% | 4,974 | 14 | 0.3% | $684 | 加仓 |
| BA | BOEING CO | $24.53万 | 0.04% | 1,232 | 14 | 1.1% | $2,787 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $25.78万 | 0.05% | 4,964 | 705 | 16.6% | $3.66万 | 加仓 |
| VLUE | ISHARES TR | $25.79万 | 0.05% | 1,814 | 2 | 0.1% | $284 | 加仓 |
| HDV | ISHARES TR | $26.49万 | 0.05% | 1,952 | 2 | 0.1% | $271 | 加仓 |
| DLN | WISDOMTREE TR | $27.48万 | 0.05% | 3,076 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $27.48万 | 0.05% | 2,965 | 2,965 | — | $27.48万 | 新建仓 |
| ESGE | ISHARES INC | $27.65万 | 0.05% | 6,080 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $27.79万 | 0.05% | 6,108 | -158 | -2.5% | -$7,189 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $27.80万 | 0.05% | 3,143 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $27.84万 | 0.05% | 2,451 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $28.64万 | 0.05% | 5,067 | -400 | -7.3% | -$2.26万 | 减仓 |
| MMM | 3M CO | $29.13万 | 0.05% | 2,006 | 1 | 0.0% | $145 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $29.59万 | 0.05% | 7,505 | 199 | 2.7% | $7,847 | 加仓 |
| CRM | SALESFORCE INC | $30.65万 | 0.06% | 1,642 | 49 | 3.1% | $9,148 | 加仓 |
| MGC | VANGUARD WORLD FD | $30.75万 | 0.06% | 1,301 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $31.05万 | 0.06% | 356 | 4 | 1.1% | $3,489 | 加仓 |
| QCOM | QUALCOMM INC | $31.55万 | 0.06% | 2,450 | 107 | 4.6% | $1.38万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $31.87万 | 0.06% | 8,567 | 964 | 12.7% | $3.59万 | 加仓 |
| AGG | ISHARES TR | $32.23万 | 0.06% | 3,247 | 216 | 7.1% | $2.14万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $32.78万 | 0.06% | 1,124 | 3 | 0.3% | $875 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $32.86万 | 0.06% | 2,975 | 242 | 8.9% | $2.67万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $33.74万 | 0.06% | 6,649 | 585 | 9.6% | $2.97万 | 加仓 |
| IYW | ISHARES TR | $34.60万 | 0.06% | 1,907 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $35.23万 | 0.06% | 14,558 | 8 | 0.1% | $194 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $35.70万 | 0.06% | 4,024 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $35.74万 | 0.06% | 6,475 | 78 | 1.2% | $4,305 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $35.74万 | 0.06% | 8,287 | 261 | 3.3% | $1.13万 | 加仓 |
| INTC | INTEL CORP | $36.77万 | 0.07% | 8,332 | -1,000 | -10.7% | -$4.41万 | 减仓 |
| HD | HOME DEPOT INC | $37.17万 | 0.07% | 1,130 | 70 | 6.6% | $2.30万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.37万 | 0.07% | 442 | 6 | 1.4% | $5,073 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $37.80万 | 0.07% | 13,571 | 26 | 0.2% | $724 | 加仓 |
| TJX | TJX COS INC NEW | $38.31万 | 0.07% | 2,399 | 64 | 2.7% | $1.02万 | 加仓 |
| BX | BLACKSTONE INC | $39.01万 | 0.07% | 3,392 | 98 | 3.0% | $1.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $39.96万 | 0.07% | 7,393 | 30 | 0.4% | $1,622 | 加仓 |
| EFV | ISHARES TR | $40.45万 | 0.07% | 5,440 | 8 | 0.1% | $595 | 加仓 |
| WFC | WELLS FARGO & CO | $41.50万 | 0.07% | 5,213 | 84 | 1.6% | $6,687 | 加仓 |
| SPSB | SPDR SERIES TRUST | $42.08万 | 0.08% | 13,995 | 1,494 | 12.0% | $4.49万 | 加仓 |
| ADI | ANALOG DEVICES INC | $42.52万 | 0.08% | 1,337 | 115 | 9.4% | $3.66万 | 加仓 |
| CVS | CVS HEALTH CORP | $43.34万 | 0.08% | 6,035 | 28 | 0.5% | $2,011 | 加仓 |
| IVES | WEDBUSH SER TR | $43.44万 | 0.08% | 15,313 | 1,356 | 9.7% | $3.85万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $43.59万 | 0.08% | 730 | 18 | 2.5% | $1.07万 | 加仓 |
| GE | GE AEROSPACE | $43.69万 | 0.08% | 1,540 | -27 | -1.7% | -$7,660 | 减仓 |
| DIS | DISNEY WALT CO | $43.83万 | 0.08% | 4,547 | 15 | 0.3% | $1,446 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $43.84万 | 0.08% | 3,494 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $44.07万 | 0.08% | 9,395 | 365 | 4.0% | $1.71万 | 加仓 |
| PAYX | PAYCHEX INC | $44.67万 | 0.08% | 4,849 | -1,421 | -22.7% | -$13.09万 | 减仓 |
| T | AT&T INC | $45.05万 | 0.08% | 15,539 | -520 | -3.2% | -$1.51万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $45.38万 | 0.08% | 4,582 | -697 | -13.2% | -$6.90万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $45.72万 | 0.08% | 4,103 | 173 | 4.4% | $1.93万 | 加仓 |
| IFRA | ISHARES TR | $46.53万 | 0.08% | 8,135 | 16 | 0.2% | $915 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $47.12万 | 0.08% | 10,558 | 1,457 | 16.0% | $6.50万 | 加仓 |
| IWD | ISHARES TR | $47.85万 | 0.09% | 2,240 | 2 | 0.1% | $427 | 加仓 |
| APH | AMPHENOL CORP | $48.63万 | 0.09% | 3,848 | 314 | 8.9% | $3.97万 | 加仓 |
| NULG | NUSHARES ETF TR | $49.38万 | 0.09% | 5,430 | -2,734 | -33.5% | -$24.86万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $52.94万 | 0.10% | 6,211 | 1 | 0.0% | $85 | 加仓 |
| DES | WISDOMTREE TR | $53.76万 | 0.10% | 14,957 | 6 | 0.0% | $216 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $54.23万 | 0.10% | 5,621 | 42 | 0.8% | $4,052 | 加仓 |
| MDT | MEDTRONIC PLC | $55.23万 | 0.10% | 6,374 | -486 | -7.1% | -$4.21万 | 减仓 |
| OMC | OMNICOM GROUP INC | $58.85万 | 0.11% | 7,814 | 16 | 0.2% | $1,205 | 加仓 |
| LRGF | ISHARES TR | $59.54万 | 0.11% | 9,022 | 105 | 1.2% | $6,930 | 加仓 |
| MS | MORGAN STANLEY | $61.97万 | 0.11% | 3,766 | 89 | 2.4% | $1.46万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $65.27万 | 0.12% | 86,571 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $66.08万 | 0.12% | 13,556 | 120 | 0.9% | $5,850 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $66.74万 | 0.12% | 3,082 | -523 | -14.5% | -$11.33万 | 减仓 |
| NVS | NOVARTIS AG | $67.41万 | 0.12% | 4,413 | 30 | 0.7% | $4,583 | 加仓 |
| GPC | GENUINE PARTS CO | $71.09万 | 0.13% | 6,722 | -170 | -2.5% | -$1.80万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $75.74万 | 0.14% | 13,140 | -1,487 | -10.2% | -$8.57万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $76.38万 | 0.14% | 151,840 | 5,483 | 3.7% | $2.76万 | 加仓 |
| C | CITIGROUP INC | $76.50万 | 0.14% | 6,745 | 2 | 0.0% | $227 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $78.14万 | 0.14% | 4,874 | -40 | -0.8% | -$6,413 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $79.56万 | 0.14% | 2,630 | 48 | 1.9% | $1.45万 | 加仓 |
| RTX | RTX CORPORATION | $81.38万 | 0.15% | 4,219 | 75 | 1.8% | $1.45万 | 加仓 |