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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $8,290.05万 | 14.89% | 559,760 | 9,955 | 1.8% | $147.43万 | 加仓 |
| IVV | ISHARES TR | $5,894.94万 | 10.59% | 90,246 | 2,148 | 2.4% | $140.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,273.79万 | 7.68% | 97,846 | 2,511 | 2.6% | $109.68万 | 加仓 |
| SDY | SPDR SERIES TRUST | $4,066.63万 | 7.31% | 278,651 | -1,174 | -0.4% | -$17.13万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,474.53万 | 6.24% | 177,091 | 1,438 | 0.8% | $28.21万 | 加仓 |
| IJH | ISHARES TR | $1,871.18万 | 3.36% | 277,089 | 4,049 | 1.5% | $27.34万 | 加仓 |
| IJR | ISHARES TR | $1,369.10万 | 2.46% | 110,136 | 35 | 0.0% | $4,351 | 加仓 |
| AAPL | APPLE INC | $1,170.95万 | 2.10% | 46,139 | -678 | -1.4% | -$17.21万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $840.52万 | 1.51% | 250,304 | 3,656 | 1.5% | $12.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $839.84万 | 1.51% | 28,550 | 29 | 0.1% | $8,531 | 加仓 |
| MSFT | MICROSOFT CORP | $741.21万 | 1.33% | 20,023 | 216 | 1.1% | $8.00万 | 加仓 |
| QUAL | ISHARES TR | $664.74万 | 1.19% | 34,656 | 358 | 1.0% | $6.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $595.51万 | 1.07% | 18,563 | 1,075 | 6.1% | $34.49万 | 加仓 |
| DGRO | ISHARES TR | $583.19万 | 1.05% | 83,100 | 805 | 1.0% | $5.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $577.87万 | 1.04% | 12,059 | 60 | 0.5% | $2.88万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $575.36万 | 1.03% | 29,979 | 2,465 | 9.0% | $47.31万 | 加仓 |
| IMCG | ISHARES TR | $555.26万 | 1.00% | 70,492 | 7,055 | 11.1% | $55.57万 | 加仓 |
| QQQ | INVESCO QQQ TR | $537.59万 | 0.97% | 9,314 | 140 | 1.5% | $8.08万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $507.12万 | 0.91% | 23,580 | 100 | 0.4% | $2.15万 | 加仓 |
| AMZN | AMAZON COM INC | $422.53万 | 0.76% | 20,288 | -286 | -1.4% | -$5.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $401.37万 | 0.72% | 6,641 | 2 | 0.0% | $1,209 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $395.31万 | 0.71% | 69,743 | 2,390 | 3.5% | $13.55万 | 加仓 |
| — | EXXON MOBIL CORP | $373.66万 | 0.67% | 22,024 | -63 | -0.3% | -$1.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $358.80万 | 0.64% | 14,678 | -56 | -0.4% | -$1.37万 | 减仓 |
| BLK | BLACKROCK INC | $354.95万 | 0.64% | 3,691 | 19 | 0.5% | $1.83万 | 加仓 |
| KO | COCA COLA CO | $329.44万 | 0.59% | 43,319 | 96 | 0.2% | $7,301 | 加仓 |
| GOOG | ALPHABET INC | $326.95万 | 0.59% | 11,397 | 56 | 0.5% | $1.61万 | 加仓 |
| IDV | ISHARES TR | $318.89万 | 0.57% | 74,928 | 39,974 | 114.4% | $170.13万 | 加仓 |
| AOR | ISHARES TR | $304.47万 | 0.55% | 47,315 | -397 | -0.8% | -$2.55万 | 减仓 |
| USMV | ISHARES TR | $302.07万 | 0.54% | 32,572 | -608 | -1.8% | -$5.64万 | 减仓 |
| GOOGL | ALPHABET INC | $300.38万 | 0.54% | 10,445 | -176 | -1.7% | -$5.06万 | 减仓 |
| MRK | MERCK & CO INC | $300.32万 | 0.54% | 24,966 | 255 | 1.0% | $3.07万 | 加仓 |
| ABBV | ABBVIE INC | $298.85万 | 0.54% | 13,741 | 143 | 1.1% | $3.11万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $298.68万 | 0.54% | 31,694 | -15,657 | -33.1% | -$147.55万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $298.15万 | 0.54% | 59,391 | -1,711 | -2.8% | -$8.59万 | 减仓 |
| SHV | ISHARES TR | $291.53万 | 0.52% | 26,409 | 278 | 1.1% | $3.07万 | 加仓 |
| MCD | MCDONALDS CORP | $289.81万 | 0.52% | 9,325 | -253 | -2.6% | -$7.86万 | 减仓 |
| LLY | ELI LILLY & CO | $287.07万 | 0.52% | 3,121 | 9 | 0.3% | $8,278 | 加仓 |
| MPC | MARATHON PETE CORP | $284.04万 | 0.51% | 11,633 | 208 | 1.8% | $5.08万 | 加仓 |
| AOA | ISHARES TR | $274.27万 | 0.49% | 30,994 | 48 | 0.2% | $4,248 | 加仓 |
| PG | PROCTER & GAMBLE CO | $267.20万 | 0.48% | 18,499 | -14 | -0.1% | -$2,022 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $256.58万 | 0.46% | 51,512 | 2,094 | 4.2% | $10.43万 | 加仓 |
| AVGO | BROADCOM INC | $255.37万 | 0.46% | 8,251 | 525 | 6.8% | $16.25万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $236.79万 | 0.43% | 18,084 | 33 | 0.2% | $4,321 | 加仓 |
| VLO | VALERO ENERGY CORP | $222.70万 | 0.40% | 9,013 | 57 | 0.6% | $1.41万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $218.56万 | 0.39% | 19,311 | 4 | 0.0% | $453 | 加仓 |
| WMT | WALMART INC | $218.09万 | 0.39% | 17,549 | -23 | -0.1% | -$2,858 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $210.37万 | 0.38% | 12,723 | 17 | 0.1% | $2,811 | 加仓 |
| VBR | VANGUARD INDEX FDS | $209.53万 | 0.38% | 9,645 | 704 | 7.9% | $15.29万 | 加仓 |
| IVW | ISHARES TR | $199.44万 | 0.36% | 17,632 | -10 | -0.1% | -$1,131 | 减仓 |
| MO | ALTRIA GROUP INC | $199.34万 | 0.36% | 30,208 | 32 | 0.1% | $2,112 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $197.18万 | 0.35% | 5,835 | 88 | 1.5% | $2.97万 | 加仓 |
| AMGN | AMGEN INC | $192.01万 | 0.34% | 5,457 | 58 | 1.1% | $2.04万 | 加仓 |
| CVX | CHEVRON CORPORATION | $186.59万 | 0.34% | 9,018 | 29 | 0.3% | $6,000 | 加仓 |
| NVDA | NVIDIA CORPORATION | $179.80万 | 0.32% | 10,309 | 514 | 5.2% | $8.96万 | 加仓 |
| WMB | WILLIAMS COS INC | $175.40万 | 0.32% | 24,100 | -9 | -0.0% | -$655 | 减仓 |
| SPYX | SPDR SERIES TRUST | $172.74万 | 0.31% | 32,575 | -5,759 | -15.0% | -$30.54万 | 减仓 |
| PEP | PEPSICO INC | $168.30万 | 0.30% | 10,838 | -380 | -3.4% | -$5.90万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $163.78万 | 0.29% | 12,495 | 5 | 0.0% | $655 | 加仓 |
| MTUM | ISHARES TR | $159.21万 | 0.29% | 6,634 | 1 | 0.0% | $240 | 加仓 |
| VOE | VANGUARD INDEX FDS | $156.31万 | 0.28% | 8,482 | 180 | 2.2% | $3.32万 | 加仓 |
| IXN | ISHARES TR | $151.86万 | 0.27% | 15,191 | -932 | -5.8% | -$9.32万 | 减仓 |
| ITOT | ISHARES TR | $151.30万 | 0.27% | 10,623 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $147.63万 | 0.27% | 13,139 | 33 | 0.3% | $3,708 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $145.07万 | 0.26% | 2,231 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $138.79万 | 0.25% | 12,362 | -98 | -0.8% | -$1.10万 | 减仓 |
| FAST | FASTENAL CO | $135.12万 | 0.24% | 29,121 | 7 | 0.0% | $325 | 加仓 |
| VTR | VENTAS INC | $133.08万 | 0.24% | 16,273 | 17 | 0.1% | $1,390 | 加仓 |
| ENB | ENBRIDGE INC | $132.32万 | 0.24% | 24,440 | 23 | 0.1% | $1,245 | 加仓 |
| META | META PLATFORMS INC | $125.83万 | 0.23% | 2,199 | -51 | -2.3% | -$2.92万 | 减仓 |
| SUSA | ISHARES TR | $125.20万 | 0.22% | 9,478 | 6 | 0.1% | $793 | 加仓 |
| SO | SOUTHERN CO | $124.17万 | 0.22% | 12,865 | 42 | 0.3% | $4,054 | 加仓 |
| GLD | SPDR GOLD TR | $120.60万 | 0.22% | 2,803 | -29 | -1.0% | -$1.25万 | 减仓 |
| V | VISA INC | $119.98万 | 0.22% | 3,970 | -58 | -1.4% | -$1.75万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $118.20万 | 0.21% | 6,337 | 7 | 0.1% | $1,306 | 加仓 |
| IUSB | ISHARES TR | $116.82万 | 0.21% | 25,292 | 650 | 2.6% | $3.00万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $112.77万 | 0.20% | 36,757 | -3,738 | -9.2% | -$11.47万 | 减仓 |
| ESGU | ISHARES TR | $110.08万 | 0.20% | 7,784 | 11 | 0.1% | $1,556 | 加仓 |
| TFC | TRUIST FINL CORP | $109.75万 | 0.20% | 23,874 | -227 | -0.9% | -$1.04万 | 减仓 |
| IVE | ISHARES TR | $105.52万 | 0.19% | 4,997 | -22 | -0.4% | -$4,645 | 减仓 |
| MA | MASTERCARD INCORPORATED | $96.26万 | 0.17% | 1,927 | -72 | -3.6% | -$3.60万 | 减仓 |
| PFE | PFIZER INC | $92.12万 | 0.17% | 32,807 | 24 | 0.1% | $674 | 加仓 |
| OKE | ONEOK INC NEW | $91.42万 | 0.16% | 10,114 | 46 | 0.5% | $4,158 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $91.28万 | 0.16% | 18,035 | -3,091 | -14.6% | -$15.64万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $88.04万 | 0.16% | 2,913 | 478 | 19.6% | $14.45万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $87.54万 | 0.16% | 46,515 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $85.14万 | 0.15% | 1,732 | 2 | 0.1% | $983 | 加仓 |
| CSCO | CISCO SYS INC | $84.39万 | 0.15% | 10,876 | 277 | 2.6% | $2.15万 | 加仓 |
| DON | WISDOMTREE TR | $84.20万 | 0.15% | 16,026 | -1,156 | -6.7% | -$6.07万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $84.07万 | 0.15% | 14,449 | 628 | 4.5% | $3.65万 | 加仓 |
| PGR | PROGRESSIVE CORP | $84.01万 | 0.15% | 4,238 | 75 | 1.8% | $1.49万 | 加仓 |
| AOM | ISHARES TR | $83.72万 | 0.15% | 17,674 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $82.57万 | 0.15% | 1,936 | -215 | -10.0% | -$9.17万 | 减仓 |
| RTX | RTX CORPORATION | $81.38万 | 0.15% | 4,219 | 75 | 1.8% | $1.45万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $79.56万 | 0.14% | 2,630 | 48 | 1.9% | $1.45万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $78.14万 | 0.14% | 4,874 | -40 | -0.8% | -$6,413 | 减仓 |
| C | CITIGROUP INC | $76.50万 | 0.14% | 6,745 | 2 | 0.0% | $227 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $76.38万 | 0.14% | 151,840 | 5,483 | 3.7% | $2.76万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $75.74万 | 0.14% | 13,140 | -1,487 | -10.2% | -$8.57万 | 减仓 |
| GPC | GENUINE PARTS CO | $71.09万 | 0.13% | 6,722 | -170 | -2.5% | -$1.80万 | 减仓 |