Marshall Financial Group, LLC
Hunt Valley MD · SEC CIK 0001841496
$6.86亿2026Q2 申报市值
311持仓数
34.7%前十大占比 · 第一大 5.1%
48 / 33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
BALT 新建仓+$1,523.98万
JANUS DETROIT ST 新建仓+$1,355.81万
TSM 新建仓+$261.04万
IBM 加仓+$230.15万
EXEL 新建仓+$220.77万
2026Q2 卖出最多 按季末市值估算
SCHR 清仓-$1,570.11万
LGOV 减仓-$1,079.48万
INOD 减仓-$362.27万
LITE 减仓-$300.66万
QCOM 减仓-$203.20万
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 |
|---|---|---|---|---|---|---|---|---|
| FLTR | VANECK ETF TRUST | $35.41万 | 0.05% | 13,827 | -1,380 | -9.1% | -$3.53万 | 减仓 |
| MINT | PIMCO ETF TR | $35.44万 | 0.05% | 3,515 | -454 | -11.4% | -$4.58万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $35.52万 | 0.05% | 19,812 | 361 | 1.9% | $6,473 | 加仓 |
| IEMG | ISHARES INC | $35.63万 | 0.05% | 4,301 | 4,301 | — | $35.63万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $35.78万 | 0.05% | 7,865 | -1,017 | -11.5% | -$4.63万 | 减仓 |
| GEV | GE VERNOVA INC | $35.84万 | 0.05% | 305 | 57 | 23.0% | $6.70万 | 加仓 |
| NTAP | NETAPP INC | $36.22万 | 0.05% | 2,340 | -6,774 | -74.3% | -$104.85万 | 减仓 |
| NUE | NUCOR CORP | $36.32万 | 0.05% | 1,631 | 132 | 8.8% | $2.94万 | 加仓 |
| EXC | EXELON CORP | $36.34万 | 0.05% | 7,795 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $37.36万 | 0.05% | 2,839 | 13 | 0.5% | $1,711 | 加仓 |
| IJR | ISHARES TR | $37.70万 | 0.05% | 2,542 | -868 | -25.5% | -$12.87万 | 减仓 |
| SUB | ISHARES TR | $37.96万 | 0.06% | 3,565 | 0 | 0.0% | — | 不变 |
| — | MFS ACTIVE EXCHANGE TRADED F | $38.75万 | 0.06% | 15,383 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $38.94万 | 0.06% | 385 | -169 | -30.5% | -$17.09万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $39.19万 | 0.06% | 47,251 | -180 | -0.4% | -$1,493 | 减仓 |
| EDV | VANGUARD WORLD FD | $39.66万 | 0.06% | 6,093 | -1,271 | -17.3% | -$8.27万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $41.06万 | 0.06% | 8,795 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $42.01万 | 0.06% | 5,214 | 3,595 | 222.1% | $28.96万 | 重新持有 |
| DIA | STATE STR SPDR DOW JONES IND | $42.22万 | 0.06% | 808 | -6 | -0.7% | -$3,135 | 减仓 |
| EFIV | SPDR SERIES TRUST | $43.49万 | 0.06% | 5,963 | -84 | -1.4% | -$6,126 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $43.51万 | 0.06% | 2,284 | 0 | 0.0% | — | 不变 |
| HYBL | SSGA ACTIVE TR | $43.66万 | 0.06% | 15,622 | -771 | -4.7% | -$2.15万 | 减仓 |
| SUSB | ISHARES TR | $44.10万 | 0.06% | 17,648 | 4,294 | 32.2% | $10.73万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $44.40万 | 0.06% | 1,302 | -2,988 | -69.7% | -$101.90万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.75万 | 0.07% | 17,050 | 2,084 | 13.9% | $5.47万 | 加仓 |
| — | EXXON MOBIL CORP | $45.98万 | 0.07% | 3,363 | -704 | -17.3% | -$9.63万 | 减仓 |
| IMCB | ISHARES TR | $45.99万 | 0.07% | 4,763 | -49 | -1.0% | -$4,732 | 减仓 |
| VTI | VANGUARD INDEX FDS | $46.80万 | 0.07% | 1,265 | 6 | 0.5% | $2,220 | 加仓 |
| CVX | CHEVRON CORPORATION | $48.06万 | 0.07% | 2,899 | -339 | -10.5% | -$5.62万 | 减仓 |
| GOVT | ISHARES TR | $48.34万 | 0.07% | 21,222 | -2,168 | -9.3% | -$4.94万 | 减仓 |
| — | VANECK ETF TRUST | $49.36万 | 0.07% | 13,289 | -3,812 | -22.3% | -$14.16万 | 减仓 |
| CAT | CATERPILLAR INC | $49.43万 | 0.07% | 464 | 11 | 2.4% | $1.17万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $51.15万 | 0.07% | 7,088 | -19,986 | -73.8% | -$144.22万 | 减仓 |
| PFXF | VANECK ETF TRUST | $51.57万 | 0.08% | 28,907 | -3,466 | -10.7% | -$6.18万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $53.59万 | 0.08% | 4,234 | -635 | -13.0% | -$8.04万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $53.77万 | 0.08% | 19,411 | 85 | 0.4% | $2,355 | 加仓 |
| DGRO | ISHARES TR | $53.81万 | 0.08% | 7,099 | -464 | -6.1% | -$3.52万 | 减仓 |
| KO | COCA COLA CO | $53.97万 | 0.08% | 6,641 | -119 | -1.8% | -$9,671 | 减仓 |
| MO | ALTRIA GROUP INC | $54.37万 | 0.08% | 7,557 | -25 | -0.3% | -$1,799 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $55.04万 | 0.08% | 11,351 | -589 | -4.9% | -$2.86万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $55.57万 | 0.08% | 402 | -87 | -17.8% | -$12.03万 | 减仓 |
| KGC | KINROSS GOLD CORP | $55.76万 | 0.08% | 23,608 | 23,608 | — | $55.76万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $56.25万 | 0.08% | 2,056 | -9 | -0.4% | -$2,462 | 减仓 |
| — | SPINNAKER ETF SERIES | $59.66万 | 0.09% | 57,980 | 3,401 | 6.2% | $3.50万 | 加仓 |
| IAG | IAMGOLD CORP | $60.15万 | 0.09% | 37,972 | 37,972 | — | $60.15万 | 新建仓 |
| IWM | ISHARES TR | $60.21万 | 0.09% | 2,004 | 505 | 33.7% | $15.17万 | 加仓 |
| IJH | ISHARES TR | $60.31万 | 0.09% | 7,822 | 370 | 5.0% | $2.85万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $61.18万 | 0.09% | 7,416 | -2,351 | -24.1% | -$19.39万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $61.25万 | 0.09% | 5,020 | -1,162 | -18.8% | -$14.18万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $62.68万 | 0.09% | 1,670 | -524 | -23.9% | -$19.67万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $62.79万 | 0.09% | 11,118 | -3,206 | -22.4% | -$18.11万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $64.16万 | 0.09% | 5,996 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $64.76万 | 0.09% | 5,744 | 5,744 | — | $64.76万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $65.25万 | 0.10% | 7,434 | -853 | -10.3% | -$7.49万 | 减仓 |
| PAVE | GLOBAL X FDS | $66.99万 | 0.10% | 11,370 | -546 | -4.6% | -$3.22万 | 减仓 |
| MOAT | VANECK ETF TRUST | $67.09万 | 0.10% | 6,454 | -1,236 | -16.1% | -$12.85万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $68.80万 | 0.10% | 45,235 | 45,235 | — | $68.80万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $69.49万 | 0.10% | 14,041 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $70.47万 | 0.10% | 7,423 | 7,423 | — | $70.47万 | 新建仓 |
| PNR | PENTAIR PLC | $71.35万 | 0.10% | 9,307 | 7,335 | 372.0% | $56.23万 | 重新持有 |
| RWJ | INVESCO EXCH TRADED FD TR II | $71.49万 | 0.10% | 12,015 | -115 | -0.9% | -$6,843 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $71.51万 | 0.10% | 4,291 | 55 | 1.3% | $9,166 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $71.57万 | 0.10% | 2,170 | 96 | 4.6% | $3.17万 | 加仓 |
| MUNI | PIMCO ETF TR | $72.19万 | 0.11% | 13,723 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A | $72.62万 | 0.11% | 25,092 | 25,092 | — | $72.62万 | 新建仓 |
| HUBB | HUBBELL INC | $73.30万 | 0.11% | 1,401 | 1,401 | — | $73.30万 | 新建仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $73.88万 | 0.11% | 22,436 | 22,436 | — | $73.88万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.11% | 1 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $74.90万 | 0.11% | 4,669 | 722 | 18.3% | $11.58万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $76.28万 | 0.11% | 5,136 | 5,136 | — | $76.28万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $76.65万 | 0.11% | 3,496 | 9 | 0.3% | $1,973 | 加仓 |
| CARG | CARGURUS INC | $77.34万 | 0.11% | 22,688 | 22,688 | — | $77.34万 | 新建仓 |
| LAUR | LAUREATE ED INC | $78.53万 | 0.11% | 21,621 | 21,621 | — | $78.53万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $78.74万 | 0.11% | 29,802 | -3,800 | -11.3% | -$10.04万 | 减仓 |
| AZN | ASTRAZENECA PLC | $78.75万 | 0.11% | 4,153 | 4,153 | — | $78.75万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $79.46万 | 0.12% | 8,003 | 254 | 3.3% | $2.52万 | 加仓 |
| HD | HOME DEPOT INC | $79.88万 | 0.12% | 2,265 | -120 | -5.0% | -$4.23万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $80.07万 | 0.12% | 13,415 | -2,385 | -15.1% | -$14.24万 | 减仓 |
| MC | MOELIS & CO | $80.69万 | 0.12% | 12,334 | 12,334 | — | $80.69万 | 新建仓 |
| BCH | BANCO DE CHILE | $80.98万 | 0.12% | 20,368 | 20,368 | — | $80.98万 | 新建仓 |
| EVR | EVERCORE INC | $81.03万 | 0.12% | 2,373 | 2,373 | — | $81.03万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $82.03万 | 0.12% | 18,422 | 18,422 | — | $82.03万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $82.26万 | 0.12% | 1,793 | 136 | 8.2% | $6.24万 | 加仓 |
| QUAL | ISHARES TR | $82.39万 | 0.12% | 3,755 | -698 | -15.7% | -$15.32万 | 减仓 |
| BAC | BANK OF AMER CORP | $82.80万 | 0.12% | 14,532 | 260 | 1.8% | $1.48万 | 加仓 |
| CHWY | CHEWY INC | $84.39万 | 0.12% | 42,946 | 42,946 | — | $84.39万 | 新建仓 |
| GLW | CORNING INC | $85.24万 | 0.12% | 3,337 | 228 | 7.3% | $5.82万 | 加仓 |
| AON | AON PLC | $85.74万 | 0.13% | 2,585 | 2,585 | — | $85.74万 | 新建仓 |
| HCI | HCI GROUP INC | $85.89万 | 0.13% | 4,901 | 4,901 | — | $85.89万 | 新建仓 |
| QCOM | QUALCOMM INC | $85.91万 | 0.13% | 4,649 | -10,996 | -70.3% | -$203.20万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $85.98万 | 0.13% | 34,311 | 34,311 | — | $85.98万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $86.44万 | 0.13% | 28,842 | 28,842 | — | $86.44万 | 新建仓 |
| RACE | FERRARI N V | $86.87万 | 0.13% | 2,333 | 2,333 | — | $86.87万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $88.75万 | 0.13% | 10,196 | 10,196 | — | $88.75万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $90.96万 | 0.13% | 788 | -10 | -1.3% | -$1.15万 | 减仓 |
| IDCC | INTERDIGITAL INC | $91.68万 | 0.13% | 3,238 | 99 | 3.2% | $2.80万 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $93.11万 | 0.14% | 8,233 | 1,091 | 15.3% | $12.34万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $93.94万 | 0.14% | 7,353 | 13 | 0.2% | $1,661 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $94.11万 | 0.14% | 100,223 | 17,662 | 21.4% | $16.58万 | 加仓 |
| LII | LENNOX INTL INC | $94.14万 | 0.14% | 1,643 | 89 | 5.7% | $5.10万 | 加仓 |