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 |
|---|---|---|---|---|---|---|---|---|
| HSY | HERSHEY CO | $325.56万 | 0.47% | 18,556 | -20 | -0.1% | -$3,509 | 减仓 |
| SO | SOUTHERN CO | $328.55万 | 0.48% | 34,327 | 2,328 | 7.3% | $22.28万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $333.70万 | 0.49% | 6,550 | 19 | 0.3% | $9,680 | 加仓 |
| ANET | ARISTA NETWORKS INC | $336.07万 | 0.49% | 19,783 | 2,546 | 14.8% | $43.25万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $341.55万 | 0.50% | 30,873 | 1,223 | 4.1% | $13.53万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $344.58万 | 0.50% | 35,849 | 501 | 1.4% | $4.82万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $346.23万 | 0.50% | 19,280 | 510 | 2.7% | $9.16万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $355.07万 | 0.52% | 82,305 | 2,702 | 3.4% | $11.66万 | 加仓 |
| INOD | INNODATA INC | $362.72万 | 0.53% | 47,991 | -47,932 | -50.0% | -$362.27万 | 减仓 |
| PULS | PGIM ETF TR | $363.60万 | 0.53% | 73,381 | -3,335 | -4.3% | -$16.53万 | 减仓 |
| SSO | PROSHARES TR | $366.79万 | 0.53% | 54,435 | -25,412 | -31.8% | -$171.23万 | 减仓 |
| V | VISA INC | $369.69万 | 0.54% | 10,775 | 456 | 4.4% | $15.65万 | 加仓 |
| CSCO | CISCO SYS INC | $400.89万 | 0.58% | 34,130 | 273 | 0.8% | $3.21万 | 加仓 |
| KLAC | KLA CORP | $405.77万 | 0.59% | 13,449 | -1,841 | -12.0% | -$55.54万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $410.56万 | 0.60% | 191,848 | -504,429 | -72.4% | -$1,079.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $412.72万 | 0.60% | 11,064 | 604 | 5.8% | $22.53万 | 加仓 |
| MRK | MERCK & CO INC | $460.28万 | 0.67% | 35,820 | 3,378 | 10.4% | $43.41万 | 加仓 |
| WMT | WALMART INC | $467.09万 | 0.68% | 41,241 | 25 | 0.1% | $2,831 | 加仓 |
| QLD | PROSHARES TR | $476.55万 | 0.69% | 49,251 | -2,769 | -5.3% | -$26.79万 | 减仓 |
| AMAT | APPLIED MATLS INC | $489.87万 | 0.71% | 6,776 | -1,285 | -15.9% | -$92.90万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $513.42万 | 0.75% | 101,688 | -19,941 | -16.4% | -$100.68万 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $548.85万 | 0.80% | 115,475 | 2,805 | 2.5% | $13.33万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $557.56万 | 0.81% | 9,598 | 119 | 1.3% | $6.91万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $578.20万 | 0.84% | 85,786 | 1,275 | 1.5% | $8.59万 | 加仓 |
| AVGO | BROADCOM INC | $583.41万 | 0.85% | 15,444 | -501 | -3.1% | -$18.93万 | 减仓 |
| GOOG | ALPHABET INC | $631.70万 | 0.92% | 17,878 | -335 | -1.8% | -$11.84万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $693.07万 | 1.01% | 231,255 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $939.20万 | 1.37% | 21,674 | -3,714 | -14.6% | -$160.94万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $1,106.43万 | 1.61% | 378,657 | 66,472 | 21.3% | $194.23万 | 加仓 |
| IQLT | ISHARES TR | $1,293.21万 | 1.89% | 260,992 | 5,774 | 2.3% | $28.61万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $1,309.07万 | 1.91% | 447,240 | 15,671 | 3.6% | $45.87万 | 加仓 |
| AAPL | APPLE INC | $1,353.33万 | 1.97% | 46,770 | -216 | -0.5% | -$6.25万 | 减仓 |
| — | JANUS DETROIT STR TR | $1,355.81万 | 1.98% | 535,895 | 535,895 | — | $1,355.81万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $1,523.98万 | 2.22% | 444,697 | 444,697 | — | $1,523.98万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,595.44万 | 2.33% | 79,736 | 646 | 0.8% | $12.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,785.41万 | 2.60% | 25,996 | 2,633 | 11.3% | $180.83万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,867.58万 | 2.72% | 408,662 | 21,898 | 5.7% | $100.07万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $2,080.43万 | 3.03% | 406,255 | 12,077 | 3.1% | $61.85万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $2,190.57万 | 3.19% | 544,511 | 183 | 0.0% | $7,362 | 加仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $2,571.52万 | 3.75% | 1,031,497 | 61,140 | 6.3% | $152.42万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,697.75万 | 3.93% | 294,386 | -5,317 | -1.8% | -$48.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,743.20万 | 4.00% | 37,252 | 2,880 | 8.4% | $212.08万 | 加仓 |
| — | SSGA ACTIVE TR | $2,763.19万 | 4.03% | 1,070,380 | 38,641 | 3.7% | $99.75万 | 加仓 |
| BILS | SPDR SERIES TRUST | $3,514.32万 | 5.13% | 353,625 | -7,145 | -2.0% | -$71.01万 | 减仓 |