Marshall Financial Group, LLC
Hunt Valley MD · SEC CIK 0001841496
$6.25亿2026Q1 申报市值
293持仓数
36.5%前十大占比 · 第一大 5.7%
25 / 17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
BILS 新建仓+$3,587.50万
BIL 新建仓+$2,746.48万
CEF 新建仓+$2,597.53万
ALLW 新建仓+$1,245.08万
FEMB 新建仓+$897.12万
2026Q1 卖出最多 按季末市值估算
PAVE 减仓-$1,201.47万
EDV 减仓-$562.45万
EXACT SCIENCES C 清仓-$179.39万
VEA 清仓-$133.91万
SSO 减仓-$129.57万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -17,663 | -100.0% | -$179.39万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -21,436 | -100.0% | -$133.91万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,467 | -100.0% | -$109.15万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -2,128 | -100.0% | -$94.92万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -6,886 | -100.0% | -$32.38万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -5,576 | -100.0% | -$26.94万 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -8,517 | -100.0% | -$25.01万 | 清仓 |
| TECB | ISHARES TR | $0 | 0.00% | 0 | -4,085 | -100.0% | -$24.87万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,117 | -100.0% | -$23.75万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -9,614 | -100.0% | -$23.31万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,647 | -100.0% | -$23.29万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -132 | -100.0% | -$22.32万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -365 | -100.0% | -$22.08万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,315 | -100.0% | -$22.05万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -762 | -100.0% | -$20.97万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -982 | -100.0% | -$20.50万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -3,119 | -100.0% | -$20.43万 | 清仓 |
| — | VIVOPOWER PLC | $4.60万 | 0.01% | 20,000 | 20,000 | — | $4.60万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5.21万 | 0.01% | 10,217 | 0 | 0.0% | — | 不变 |
| CLM | CORNERSTONE STRATEGIC INVEST | $7.28万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $9.82万 | 0.02% | 12,025 | 0 | 0.0% | — | 不变 |
| CRF | CORNERSTONE TOTAL RETURN FD | $12.56万 | 0.02% | 18,065 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $19.58万 | 0.03% | 11,523 | 11,523 | — | $19.58万 | 新建仓 |
| XP | XP INC | $19.71万 | 0.03% | 10,351 | -1,382 | -11.8% | -$2.63万 | 减仓 |
| MMM | 3M CO | $20.10万 | 0.03% | 1,384 | -62 | -4.3% | -$9,006 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $20.72万 | 0.03% | 19,040 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $20.74万 | 0.03% | 6,125 | 6,125 | — | $20.74万 | 新建仓 |
| VST | VISTRA CORP | $20.76万 | 0.03% | 1,381 | -129 | -8.5% | -$1.94万 | 减仓 |
| TLT | ISHARES TR | $21.40万 | 0.03% | 2,469 | -20 | -0.8% | -$1,734 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.45万 | 0.03% | 7,636 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $21.49万 | 0.03% | 1,473 | -321 | -17.9% | -$4.68万 | 减仓 |
| GEV | GE VERNOVA INC | $21.65万 | 0.03% | 248 | -90 | -26.6% | -$7.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.69万 | 0.03% | 8,119 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $22.15万 | 0.04% | 1,867 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $22.35万 | 0.04% | 11,764 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $22.80万 | 0.04% | 940 | -37 | -3.8% | -$8,973 | 减仓 |
| — | SEABRIDGE GOLD INC | $22.84万 | 0.04% | 8,058 | 8,058 | — | $22.84万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $22.89万 | 0.04% | 2,327 | -2,291 | -49.6% | -$22.54万 | 减仓 |
| ABBV | ABBVIE INC | $23.01万 | 0.04% | 1,058 | -26 | -2.4% | -$5,656 | 减仓 |
| DE | DEERE & CO | $23.04万 | 0.04% | 409 | 409 | — | $23.04万 | 新建仓 |
| ADBE | ADOBE INC | $23.29万 | 0.04% | 958 | -80 | -7.7% | -$1.94万 | 减仓 |
| QDPL | PACER FDS TR | $23.37万 | 0.04% | 5,824 | 122 | 2.1% | $4,897 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.56万 | 0.04% | 972 | 972 | — | $23.56万 | 新建仓 |
| PMAR | INNOVATOR ETFS TRUST | $23.95万 | 0.04% | 5,367 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $23.96万 | 0.04% | 562 | -111 | -16.5% | -$4.73万 | 减仓 |
| PEP | PEPSICO INC | $24.48万 | 0.04% | 1,577 | -627 | -28.4% | -$9.73万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $24.62万 | 0.04% | 1,795 | -8 | -0.4% | -$1,097 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.82万 | 0.04% | 1,697 | -31 | -1.8% | -$4,535 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $25.18万 | 0.04% | 1,380 | 1,380 | — | $25.18万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.22万 | 0.04% | 1,911 | 1,911 | — | $25.22万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.29万 | 0.04% | 254 | 11 | 4.5% | $1.10万 | 加仓 |
| SHM | SPDR SERIES TRUST | $25.32万 | 0.04% | 5,293 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $25.34万 | 0.04% | 1,499 | 1,499 | — | $25.34万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.44万 | 0.04% | 6,587 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $25.73万 | 0.04% | 5,100 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $25.95万 | 0.04% | 1,405 | -1,496 | -51.6% | -$27.63万 | 减仓 |
| IDXX | IDEXX LABS INC | $26.80万 | 0.04% | 477 | -6 | -1.2% | -$3,371 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $26.96万 | 0.04% | 798 | 46 | 6.1% | $1.55万 | 加仓 |
| HDV | ISHARES TR | $27.28万 | 0.04% | 2,010 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $27.49万 | 0.04% | 11,084 | -577 | -4.9% | -$1.43万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.95万 | 0.04% | 10,710 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $29.27万 | 0.05% | 3,115 | 25 | 0.8% | $2,349 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $29.88万 | 0.05% | 5,770 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $29.99万 | 0.05% | 1,152 | -26 | -2.2% | -$6,769 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $30.35万 | 0.05% | 2,284 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $30.51万 | 0.05% | 2,677 | -252 | -8.6% | -$2.87万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $30.67万 | 0.05% | 2,987 | -211 | -6.6% | -$2.17万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $30.89万 | 0.05% | 19,451 | -798 | -3.9% | -$1.27万 | 减仓 |
| GLD | SPDR GOLD TR | $31.33万 | 0.05% | 728 | 80 | 12.3% | $3.44万 | 加仓 |
| CAT | CATERPILLAR INC | $32.10万 | 0.05% | 453 | 453 | — | $32.10万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $32.28万 | 0.05% | 5,599 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $33.41万 | 0.05% | 12,582 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $33.47万 | 0.05% | 13,354 | -120 | -0.9% | -$3,008 | 减仓 |
| WELL | WELLTOWER INC | $33.58万 | 0.05% | 1,698 | -1,235 | -42.1% | -$24.42万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $33.84万 | 0.05% | 8,430 | 87 | 1.0% | $3,492 | 加仓 |
| T | AT&T INC | $34.05万 | 0.05% | 11,747 | -138 | -1.2% | -$4,001 | 减仓 |
| VFH | VANGUARD WORLD FD | $34.14万 | 0.05% | 2,826 | 7 | 0.2% | $846 | 加仓 |
| — | SSGA ACTIVE TR | $34.74万 | 0.06% | 12,790 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $35.33万 | 0.06% | 1,808 | -299 | -14.2% | -$5.84万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.54万 | 0.06% | 14,966 | 5,004 | 50.2% | $11.88万 | 加仓 |
| IVV | ISHARES TR | $36.21万 | 0.06% | 554 | -1,161 | -67.7% | -$75.88万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $36.36万 | 0.06% | 7,802 | -345 | -4.2% | -$1.61万 | 减仓 |
| CTAS | CINTAS CORP | $36.43万 | 0.06% | 2,154 | -21 | -1.0% | -$3,552 | 减仓 |
| IWM | ISHARES TR | $37.18万 | 0.06% | 1,499 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $37.71万 | 0.06% | 814 | 19 | 2.4% | $8,803 | 加仓 |
| SUB | ISHARES TR | $37.97万 | 0.06% | 3,565 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $38.14万 | 0.06% | 6,047 | 685 | 12.8% | $4.32万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $38.20万 | 0.06% | 8,795 | -29 | -0.3% | -$1,259 | 减仓 |
| EXC | EXELON CORP | $38.21万 | 0.06% | 7,795 | 0 | 0.0% | — | 不变 |
| — | MFS ACTIVE EXCHANGE TRADED F | $38.23万 | 0.06% | 15,383 | 1,188 | 8.4% | $2.95万 | 加仓 |
| FLTR | VANECK ETF TRUST | $38.75万 | 0.06% | 15,207 | -7,295 | -32.4% | -$18.59万 | 减仓 |
| IXUS | ISHARES TR | $38.83万 | 0.06% | 4,482 | -2,314 | -34.0% | -$20.05万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $39.15万 | 0.06% | 8,306 | -4,194 | -33.6% | -$19.77万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $39.67万 | 0.06% | 1,156 | -411 | -26.2% | -$14.10万 | 减仓 |
| MINT | PIMCO ETF TR | $39.91万 | 0.06% | 3,969 | -2,093 | -34.5% | -$21.05万 | 减仓 |
| IMCB | ISHARES TR | $40.15万 | 0.06% | 4,812 | 53 | 1.1% | $4,422 | 加仓 |
| VTI | VANGUARD INDEX FDS | $40.40万 | 0.06% | 1,259 | -87 | -6.5% | -$2.79万 | 减仓 |