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 |
|---|---|---|---|---|---|---|---|---|
| CR | CRANE COMPANY | $94.49万 | 0.14% | 4,236 | 4,236 | — | $94.49万 | 新建仓 |
| SNA | SNAP ON INC | $94.59万 | 0.14% | 2,351 | 160 | 7.3% | $6.44万 | 加仓 |
| FSLR | FIRST SOLAR INC | $94.60万 | 0.14% | 4,009 | 4,009 | — | $94.60万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $95.98万 | 0.14% | 9,889 | 879 | 9.8% | $8.53万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $96.02万 | 0.14% | 6,117 | 4,322 | 240.8% | $67.84万 | 加仓 |
| WAT | WATERS CORP | $96.20万 | 0.14% | 2,565 | 190 | 8.0% | $7.13万 | 加仓 |
| TER | TERADYNE INC | $97.09万 | 0.14% | 2,007 | -350 | -14.8% | -$16.93万 | 减仓 |
| TQQQ | PROSHARES TR | $98.50万 | 0.14% | 12,161 | 12,161 | — | $98.50万 | 新建仓 |
| MLI | MUELLER INDS INC | $98.65万 | 0.14% | 8,025 | 520 | 6.9% | $6.39万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $99.06万 | 0.14% | 3,913 | 190 | 5.1% | $4.81万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $99.40万 | 0.14% | 24,098 | -783 | -3.1% | -$3.23万 | 减仓 |
| GGG | GRACO INC | $99.76万 | 0.15% | 13,194 | -26 | -0.2% | -$1,966 | 减仓 |
| GFI | GOLD FIELDS LTD | $101.15万 | 0.15% | 30,114 | -621 | -2.0% | -$2.09万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $101.32万 | 0.15% | 1,870 | 57 | 3.1% | $3.09万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $102.87万 | 0.15% | 7,034 | 1 | 0.0% | $146 | 加仓 |
| PSA | PUBLIC STORAGE | $102.90万 | 0.15% | 3,233 | 111 | 3.6% | $3.53万 | 加仓 |
| SPGI | S&P GLOBAL INC | $103.44万 | 0.15% | 2,540 | 39 | 1.6% | $1.59万 | 加仓 |
| URI | UNITED RENTALS INC | $103.67万 | 0.15% | 915 | 136 | 17.5% | $15.41万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $103.87万 | 0.15% | 12,357 | 12,357 | — | $103.87万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $105.22万 | 0.15% | 5,816 | -36 | -0.6% | -$6,513 | 减仓 |
| CINF | CINCINNATI FINL CORP | $105.74万 | 0.15% | 5,712 | 640 | 12.6% | $11.85万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $106.34万 | 0.16% | 2,008 | -42 | -2.0% | -$2.22万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $106.37万 | 0.16% | 3,145 | -261 | -7.7% | -$8.83万 | 减仓 |
| EMXC | ISHARES INC | $107.15万 | 0.16% | 10,474 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $108.73万 | 0.16% | 2,614 | 2,614 | — | $108.73万 | 新建仓 |
| NDSN | NORDSON CORP | $109.13万 | 0.16% | 3,617 | 201 | 5.9% | $6.06万 | 加仓 |
| CTAS | CINTAS CORP | $110.57万 | 0.16% | 6,501 | 4,347 | 201.8% | $73.94万 | 加仓 |
| AN | AUTONATION INC | $111.23万 | 0.16% | 5,987 | 794 | 15.3% | $14.75万 | 加仓 |
| FHI | FEDERATED HERMES INC | $113.11万 | 0.16% | 20,483 | -1,058 | -4.9% | -$5.84万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $113.91万 | 0.17% | 20,677 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $113.93万 | 0.17% | 8,583 | 516 | 6.4% | $6.85万 | 加仓 |
| GE | GE AEROSPACE | $114.66万 | 0.17% | 3,068 | 3,068 | — | $114.66万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $115.23万 | 0.17% | 1,178 | -209 | -15.1% | -$20.44万 | 减仓 |
| ALLE | ALLEGION PLC | $116.35万 | 0.17% | 8,282 | -1,886 | -18.5% | -$26.50万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $116.83万 | 0.17% | 4,704 | -387 | -7.6% | -$9.61万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $116.85万 | 0.17% | 43,846 | 7,592 | 20.9% | $20.23万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $117.61万 | 0.17% | 16,900 | -33 | -0.2% | -$2,297 | 减仓 |
| MKC | MCCORMICK & CO INC | $118.05万 | 0.17% | 23,414 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $119.30万 | 0.17% | 5,607 | -845 | -13.1% | -$17.98万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $119.48万 | 0.17% | 14,342 | 1,111 | 8.4% | $9.26万 | 加仓 |
| IVV | ISHARES TR | $120.67万 | 0.18% | 1,611 | 1,057 | 190.8% | $79.18万 | 加仓 |
| BX | BLACKSTONE INC | $122.63万 | 0.18% | 10,422 | 6,876 | 193.9% | $80.91万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $125.61万 | 0.18% | 20,599 | 19 | 0.1% | $1,159 | 加仓 |
| — | CHART INDS INC | $128.69万 | 0.19% | 6,159 | 602 | 10.8% | $12.58万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $129.01万 | 0.19% | 5,769 | 14 | 0.2% | $3,131 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $130.39万 | 0.19% | 44,351 | -4,114 | -8.5% | -$12.10万 | 减仓 |
| ITT | ITT INC | $132.44万 | 0.19% | 6,697 | 338 | 5.3% | $6.68万 | 加仓 |
| SBET | SHARPLINK INC | $135.60万 | 0.20% | 282,492 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $136.68万 | 0.20% | 3,208 | -211 | -6.2% | -$8.99万 | 减仓 |
| GRMN | GARMIN LTD | $142.66万 | 0.21% | 6,006 | 2,496 | 71.1% | $59.29万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $146.55万 | 0.21% | 37,129 | 673 | 1.8% | $2.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $146.96万 | 0.21% | 2,937 | -76 | -2.5% | -$3.80万 | 减仓 |
| MCO | MOODYS CORP | $148.18万 | 0.22% | 3,272 | -15 | -0.5% | -$6,793 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $149.14万 | 0.22% | 57,618 | -560 | -1.0% | -$1.45万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $149.93万 | 0.22% | 28,417 | -562 | -1.9% | -$2.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $150.07万 | 0.22% | 4,585 | -435 | -8.7% | -$14.24万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $151.20万 | 0.22% | 12,249 | 941 | 8.3% | $11.62万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $151.31万 | 0.22% | 9,792 | 663 | 7.3% | $10.24万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $152.45万 | 0.22% | 30,095 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $159.58万 | 0.23% | 3,794 | 1,494 | 65.0% | $62.84万 | 加仓 |
| VB | VANGUARD INDEX FDS | $166.17万 | 0.24% | 5,482 | 653 | 13.5% | $19.79万 | 加仓 |
| NEM | NEWMONT CORP | $168.22万 | 0.25% | 18,011 | 627 | 3.6% | $5.86万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $168.24万 | 0.25% | 13,033 | -6,320 | -32.7% | -$81.58万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $173.24万 | 0.25% | 4,675 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $177.22万 | 0.26% | 163,036 | -556 | -0.3% | -$6,044 | 减仓 |
| FTNT | FORTINET INC | $178.61万 | 0.26% | 11,627 | 11,627 | — | $178.61万 | 新建仓 |
| APH | AMPHENOL CORP | $178.84万 | 0.26% | 10,143 | -499 | -4.7% | -$8.80万 | 减仓 |
| CROX | CROCS INC | $183.14万 | 0.27% | 15,181 | 468 | 3.2% | $5.65万 | 加仓 |
| CGNX | COGNEX CORP | $186.37万 | 0.27% | 25,735 | 2,055 | 8.7% | $14.88万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $186.40万 | 0.27% | 4,488 | 781 | 21.1% | $32.44万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $189.18万 | 0.28% | 3,683 | 231 | 6.7% | $11.87万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $191.04万 | 0.28% | 36,958 | -239 | -0.6% | -$1.24万 | 减仓 |
| LLY | ELI LILLY & CO | $193.44万 | 0.28% | 1,613 | -188 | -10.4% | -$22.55万 | 减仓 |
| AMZN | AMAZON COM INC | $194.51万 | 0.28% | 8,161 | 41 | 0.5% | $9,772 | 加仓 |
| NFLX | NETFLIX INC. | $195.79万 | 0.29% | 27,421 | 2,697 | 10.9% | $19.26万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $196.99万 | 0.29% | 32,051 | -3,907 | -10.9% | -$24.01万 | 减仓 |
| SMTC | SEMTECH CORP | $199.40万 | 0.29% | 12,320 | 12,320 | — | $199.40万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $201.83万 | 0.29% | 3,272 | -981 | -23.1% | -$60.51万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $202.76万 | 0.30% | 2,363 | -3,504 | -59.7% | -$300.66万 | 减仓 |
| RMD | RESMED INC | $205.85万 | 0.30% | 10,563 | 966 | 10.1% | $18.83万 | 加仓 |
| GOOGL | ALPHABET INC | $206.77万 | 0.30% | 5,786 | 62 | 1.1% | $2.22万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $207.28万 | 0.30% | 93,875 | -10 | -0.0% | -$221 | 减仓 |
| EXEL | EXELIXIS INC | $220.77万 | 0.32% | 40,575 | 40,575 | — | $220.77万 | 新建仓 |
| META | META PLATFORMS INC | $234.55万 | 0.34% | 4,164 | 73 | 1.8% | $4.11万 | 加仓 |
| AMGN | AMGEN INC | $243.94万 | 0.36% | 6,736 | 713 | 11.8% | $25.82万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $248.19万 | 0.36% | 73,571 | -1,330 | -1.8% | -$4.49万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $257.08万 | 0.37% | 10,123 | 185 | 1.9% | $4.70万 | 加仓 |
| ASML | ASML HLDG NV | $257.45万 | 0.38% | 1,294 | -164 | -11.2% | -$32.63万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $257.49万 | 0.38% | 9,156 | 8,184 | 842.0% | $230.15万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $261.04万 | 0.38% | 5,466 | 5,466 | — | $261.04万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $265.67万 | 0.39% | 18,117 | -770 | -4.1% | -$11.29万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $268.80万 | 0.39% | 190,230 | -20 | -0.0% | -$283 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $269.67万 | 0.39% | 3,611 | 154 | 4.5% | $11.50万 | 加仓 |
| NVS | NOVARTIS AG | $276.33万 | 0.40% | 17,632 | 646 | 3.8% | $10.12万 | 加仓 |
| KR | KROGER CO | $276.91万 | 0.40% | 49,866 | 3,414 | 7.3% | $18.96万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $279.20万 | 0.41% | 24,734 | 1,097 | 4.6% | $12.38万 | 加仓 |
| MCD | MCDONALDS CORP | $303.16万 | 0.44% | 11,215 | 789 | 7.6% | $21.33万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $312.66万 | 0.46% | 17,942 | -1,233 | -6.4% | -$21.49万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $318.82万 | 0.46% | 10,523 | 799 | 8.2% | $24.21万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $323.86万 | 0.47% | 76,490 | 1,514 | 2.0% | $6.41万 | 加仓 |