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 |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -630,313 | -100.0% | -$1,570.11万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -25,477 | -100.0% | -$124.15万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -7,852 | -100.0% | -$113.52万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -14,835 | -100.0% | -$92.60万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -12,388 | -100.0% | -$90.16万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -4,255 | -100.0% | -$80.74万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -11,592 | -100.0% | -$78.85万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -6,695 | -100.0% | -$78.74万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -23,386 | -100.0% | -$77.64万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -2,325 | -100.0% | -$77.57万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -23,242 | -100.0% | -$77.05万 | 清仓 |
| FBP | FIRST BANCORP CORPORATION | $0 | 0.00% | 0 | -34,380 | -100.0% | -$73.44万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -2,504 | -100.0% | -$68.91万 | 清仓 |
| CPA | COPA HOLDINGS SA | $0 | 0.00% | 0 | -5,936 | -100.0% | -$67.44万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -3,272 | -100.0% | -$66.48万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -3,520 | -100.0% | -$59.85万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -4,142 | -100.0% | -$59.17万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -6,637 | -100.0% | -$58.31万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -3,532 | -100.0% | -$55.93万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -8,345 | -100.0% | -$49.27万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,987 | -100.0% | -$30.67万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -477 | -100.0% | -$26.80万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -1,405 | -100.0% | -$25.95万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,911 | -100.0% | -$25.22万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,577 | -100.0% | -$24.48万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -958 | -100.0% | -$23.29万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -8,058 | -100.0% | -$22.84万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -940 | -100.0% | -$22.80万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,636 | -100.0% | -$21.45万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,469 | -100.0% | -$21.40万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -1,381 | -100.0% | -$20.76万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -10,351 | -100.0% | -$19.71万 | 清仓 |
| — | VIVOPOWER PLC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$4.60万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5.10万 | 0.01% | 10,217 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $9.94万 | 0.01% | 12,025 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $12.55万 | 0.02% | 11,961 | -51,037 | -81.0% | -$53.54万 | 减仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $12.97万 | 0.02% | 18,065 | 0 | 0.0% | — | 不变 |
| CLM | CORNERSTONE STRATEGIC INVEST | $15.12万 | 0.02% | 20,000 | 10,000 | 100.0% | $7.56万 | 加仓 |
| VFC | V F CORP | $18.56万 | 0.03% | 11,126 | -397 | -3.4% | -$6,622 | 减仓 |
| DOV | DOVER CORP | $20.07万 | 0.03% | 895 | -4,030 | -81.8% | -$90.39万 | 减仓 |
| NUMG | NUSHARES ETF TR | $20.36万 | 0.03% | 4,336 | 4,336 | — | $20.36万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $20.64万 | 0.03% | 19,040 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $20.67万 | 0.03% | 1,063 | -2,748 | -72.1% | -$53.43万 | 减仓 |
| SA | SEABRIDGE GOLD INC | $20.74万 | 0.03% | 8,058 | 8,058 | — | $20.74万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $21.45万 | 0.03% | 2,808 | 2,808 | — | $21.45万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $21.59万 | 0.03% | 2,613 | 2,134 | 445.5% | $17.63万 | 重新持有 |
| T | AT&T INC | $21.60万 | 0.03% | 10,433 | -1,314 | -11.2% | -$2.72万 | 减仓 |
| IYH | ISHARES TR | $21.76万 | 0.03% | 3,248 | 3,248 | — | $21.76万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $21.82万 | 0.03% | 838 | 838 | — | $21.82万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $21.88万 | 0.03% | 625 | 625 | — | $21.88万 | 新建仓 |
| BAP | CREDICORP LTD | $22.02万 | 0.03% | 565 | -2,636 | -82.3% | -$102.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.37万 | 0.03% | 8,119 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $22.41万 | 0.03% | 1,473 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $22.59万 | 0.03% | 1,395 | 11 | 0.8% | $1,781 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $22.69万 | 0.03% | 11,761 | -3 | -0.0% | -$58 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $23.55万 | 0.03% | 1,174 | -206 | -14.9% | -$4.13万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $23.62万 | 0.03% | 873 | -279 | -24.2% | -$7.55万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.24万 | 0.04% | 2,078 | 381 | 22.5% | $4.45万 | 加仓 |
| QDPL | PACER FDS TR | $24.50万 | 0.04% | 5,436 | -388 | -6.7% | -$1.75万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $24.63万 | 0.04% | 6,125 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $24.83万 | 0.04% | 2,310 | -17 | -0.7% | -$1,828 | 减仓 |
| DE | DEERE & CO | $25.00万 | 0.04% | 394 | -15 | -3.7% | -$9,519 | 减仓 |
| WELL | WELLTOWER INC | $25.15万 | 0.04% | 1,108 | -590 | -34.7% | -$13.39万 | 减仓 |
| SKT | TANGER INC | $25.18万 | 0.04% | 6,379 | -21,524 | -77.1% | -$84.95万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $25.20万 | 0.04% | 1,897 | -780 | -29.1% | -$10.36万 | 减仓 |
| SHM | SPDR SERIES TRUST | $25.39万 | 0.04% | 5,293 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $25.48万 | 0.04% | 4,413 | -15,251 | -77.6% | -$88.07万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $25.64万 | 0.04% | 5,367 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $25.75万 | 0.04% | 5,100 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $26.02万 | 0.04% | 1,034 | -24 | -2.3% | -$6,041 | 减仓 |
| SEIC | SEI INVTS CO | $26.44万 | 0.04% | 3,014 | -9,031 | -75.0% | -$79.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.46万 | 0.04% | 283 | 29 | 11.4% | $2.71万 | 加仓 |
| GLD | SPDR GOLD TR | $26.74万 | 0.04% | 726 | -2 | -0.3% | -$737 | 减仓 |
| NVO | NOVO-NORDISK A S | $26.88万 | 0.04% | 5,607 | -29,354 | -84.0% | -$140.72万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $27.00万 | 0.04% | 1,867 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $27.25万 | 0.04% | 1,258 | -550 | -30.4% | -$11.92万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.37万 | 0.04% | 6,587 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $27.55万 | 0.04% | 10,050 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $28.00万 | 0.04% | 11,006 | -78 | -0.7% | -$1,984 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $28.32万 | 0.04% | 4,645 | -13,868 | -74.9% | -$84.56万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.53万 | 0.04% | 10,710 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $28.71万 | 0.04% | 3,008 | -1,474 | -32.9% | -$14.07万 | 减仓 |
| PWR | QUANTA SVCS INC | $29.67万 | 0.04% | 412 | 412 | — | $29.67万 | 新建仓 |
| INTC | INTEL CORP | $29.75万 | 0.04% | 2,131 | 2,131 | — | $29.75万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $29.75万 | 0.04% | 3,225 | 110 | 3.5% | $1.01万 | 加仓 |
| IWF | ISHARES TR | $30.25万 | 0.04% | 2,436 | 188 | 8.4% | $2.33万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $31.59万 | 0.05% | 5,022 | 5,022 | — | $31.59万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $31.82万 | 0.05% | 1,132 | -3,744 | -76.8% | -$105.24万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $32.60万 | 0.05% | 5,770 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $33.25万 | 0.05% | 1,504 | 1,504 | — | $33.25万 | 新建仓 |
| HON | HONEYWELL INTL INC | $33.84万 | 0.05% | 1,512 | -1,832 | -54.8% | -$41.00万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $33.87万 | 0.05% | 5,856 | 257 | 4.6% | $1.49万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $34.28万 | 0.05% | 7,270 | -1,036 | -12.5% | -$4.89万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $34.49万 | 0.05% | 8,561 | 131 | 1.6% | $5,278 | 加仓 |
| — | INNOVATOR ETFS TRUST | $34.55万 | 0.05% | 12,582 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $34.80万 | 0.05% | 983 | -173 | -15.0% | -$6.13万 | 减仓 |
| IEFA | ISHARES TR | $34.85万 | 0.05% | 3,608 | 3,608 | — | $34.85万 | 新建仓 |
| — | SSGA ACTIVE TR | $34.97万 | 0.05% | 12,790 | 0 | 0.0% | — | 不变 |
| JBBB | JANUS DETROIT STR TR | $34.99万 | 0.05% | 7,389 | -413 | -5.3% | -$1.96万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.03万 | 0.05% | 459 | 459 | — | $35.03万 | 新建仓 |