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 |
|---|---|---|---|---|---|---|---|---|
| ALLW | SSGA ACTIVE TR | $1,245.08万 | 1.99% | 431,569 | 431,569 | — | $1,245.08万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,379.33万 | 2.21% | 79,090 | 24 | 0.0% | $4,186 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,396.06万 | 2.24% | 23,363 | 7,112 | 43.8% | $424.98万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $1,501.87万 | 2.40% | 696,277 | -19,999 | -2.8% | -$43.14万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,570.11万 | 2.51% | 630,313 | -4,068 | -0.6% | -$10.13万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,734.64万 | 2.78% | 386,764 | 5,284 | 1.4% | $23.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,983.86万 | 3.18% | 34,372 | 7,371 | 27.3% | $425.43万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $2,031.99万 | 3.25% | 394,178 | -17,561 | -4.3% | -$90.53万 | 减仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $2,415.22万 | 3.87% | 970,357 | 57,036 | 6.2% | $141.96万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $2,597.53万 | 4.16% | 544,328 | 544,328 | — | $2,597.53万 | 新建仓 |
| — | SSGA ACTIVE TR | $2,642.67万 | 4.23% | 1,031,739 | -24,890 | -2.4% | -$63.75万 | 减仓 |
| BIL | SPDR SERIES TRUST | $2,746.48万 | 4.40% | 299,703 | 299,703 | — | $2,746.48万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $3,587.50万 | 5.74% | 360,770 | 360,770 | — | $3,587.50万 | 新建仓 |