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 |
|---|---|---|---|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | $3,514.32万 | 5.13% | 353,625 | -7,145 | -2.0% | -$71.01万 | 减仓 |
| — | SSGA ACTIVE TR | $2,763.19万 | 4.03% | 1,070,380 | 38,641 | 3.7% | $99.75万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,743.20万 | 4.00% | 37,252 | 2,880 | 8.4% | $212.08万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,697.75万 | 3.93% | 294,386 | -5,317 | -1.8% | -$48.72万 | 减仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $2,571.52万 | 3.75% | 1,031,497 | 61,140 | 6.3% | $152.42万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $2,190.57万 | 3.19% | 544,511 | 183 | 0.0% | $7,362 | 加仓 |
| JSI | JANUS DETROIT STR TR | $2,080.43万 | 3.03% | 406,255 | 12,077 | 3.1% | $61.85万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,867.58万 | 2.72% | 408,662 | 21,898 | 5.7% | $100.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,785.41万 | 2.60% | 25,996 | 2,633 | 11.3% | $180.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,595.44万 | 2.33% | 79,736 | 646 | 0.8% | $12.93万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,523.98万 | 2.22% | 444,697 | 444,697 | — | $1,523.98万 | 新建仓 |
| — | JANUS DETROIT STR TR | $1,355.81万 | 1.98% | 535,895 | 535,895 | — | $1,355.81万 | 新建仓 |
| AAPL | APPLE INC | $1,353.33万 | 1.97% | 46,770 | -216 | -0.5% | -$6.25万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $1,309.07万 | 1.91% | 447,240 | 15,671 | 3.6% | $45.87万 | 加仓 |
| IQLT | ISHARES TR | $1,293.21万 | 1.89% | 260,992 | 5,774 | 2.3% | $28.61万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $1,106.43万 | 1.61% | 378,657 | 66,472 | 21.3% | $194.23万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $939.20万 | 1.37% | 21,674 | -3,714 | -14.6% | -$160.94万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $693.07万 | 1.01% | 231,255 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $631.70万 | 0.92% | 17,878 | -335 | -1.8% | -$11.84万 | 减仓 |
| AVGO | BROADCOM INC | $583.41万 | 0.85% | 15,444 | -501 | -3.1% | -$18.93万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $578.20万 | 0.84% | 85,786 | 1,275 | 1.5% | $8.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $557.56万 | 0.81% | 9,598 | 119 | 1.3% | $6.91万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $548.85万 | 0.80% | 115,475 | 2,805 | 2.5% | $13.33万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $513.42万 | 0.75% | 101,688 | -19,941 | -16.4% | -$100.68万 | 减仓 |
| AMAT | APPLIED MATLS INC | $489.87万 | 0.71% | 6,776 | -1,285 | -15.9% | -$92.90万 | 减仓 |
| QLD | PROSHARES TR | $476.55万 | 0.69% | 49,251 | -2,769 | -5.3% | -$26.79万 | 减仓 |
| WMT | WALMART INC | $467.09万 | 0.68% | 41,241 | 25 | 0.1% | $2,831 | 加仓 |
| MRK | MERCK & CO INC | $460.28万 | 0.67% | 35,820 | 3,378 | 10.4% | $43.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $412.72万 | 0.60% | 11,064 | 604 | 5.8% | $22.53万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $410.56万 | 0.60% | 191,848 | -504,429 | -72.4% | -$1,079.48万 | 减仓 |
| KLAC | KLA CORP | $405.77万 | 0.59% | 13,449 | -1,841 | -12.0% | -$55.54万 | 减仓 |
| CSCO | CISCO SYS INC | $400.89万 | 0.58% | 34,130 | 273 | 0.8% | $3.21万 | 加仓 |
| V | VISA INC | $369.69万 | 0.54% | 10,775 | 456 | 4.4% | $15.65万 | 加仓 |
| SSO | PROSHARES TR | $366.79万 | 0.53% | 54,435 | -25,412 | -31.8% | -$171.23万 | 减仓 |
| PULS | PGIM ETF TR | $363.60万 | 0.53% | 73,381 | -3,335 | -4.3% | -$16.53万 | 减仓 |
| INOD | INNODATA INC | $362.72万 | 0.53% | 47,991 | -47,932 | -50.0% | -$362.27万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $355.07万 | 0.52% | 82,305 | 2,702 | 3.4% | $11.66万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $346.23万 | 0.50% | 19,280 | 510 | 2.7% | $9.16万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $344.58万 | 0.50% | 35,849 | 501 | 1.4% | $4.82万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $341.55万 | 0.50% | 30,873 | 1,223 | 4.1% | $13.53万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $336.07万 | 0.49% | 19,783 | 2,546 | 14.8% | $43.25万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $333.70万 | 0.49% | 6,550 | 19 | 0.3% | $9,680 | 加仓 |
| SO | SOUTHERN CO | $328.55万 | 0.48% | 34,327 | 2,328 | 7.3% | $22.28万 | 加仓 |
| HSY | HERSHEY CO | $325.56万 | 0.47% | 18,556 | -20 | -0.1% | -$3,509 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $323.86万 | 0.47% | 76,490 | 1,514 | 2.0% | $6.41万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $318.82万 | 0.46% | 10,523 | 799 | 8.2% | $24.21万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $312.66万 | 0.46% | 17,942 | -1,233 | -6.4% | -$21.49万 | 减仓 |
| MCD | MCDONALDS CORP | $303.16万 | 0.44% | 11,215 | 789 | 7.6% | $21.33万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $279.20万 | 0.41% | 24,734 | 1,097 | 4.6% | $12.38万 | 加仓 |
| KR | KROGER CO | $276.91万 | 0.40% | 49,866 | 3,414 | 7.3% | $18.96万 | 加仓 |
| NVS | NOVARTIS AG | $276.33万 | 0.40% | 17,632 | 646 | 3.8% | $10.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $269.67万 | 0.39% | 3,611 | 154 | 4.5% | $11.50万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $268.80万 | 0.39% | 190,230 | -20 | -0.0% | -$283 | 减仓 |
| PG | PROCTER & GAMBLE CO | $265.67万 | 0.39% | 18,117 | -770 | -4.1% | -$11.29万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $261.04万 | 0.38% | 5,466 | 5,466 | — | $261.04万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $257.49万 | 0.38% | 9,156 | 8,184 | 842.0% | $230.15万 | 加仓 |
| ASML | ASML HLDG NV | $257.45万 | 0.38% | 1,294 | -164 | -11.2% | -$32.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $257.08万 | 0.37% | 10,123 | 185 | 1.9% | $4.70万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $248.19万 | 0.36% | 73,571 | -1,330 | -1.8% | -$4.49万 | 减仓 |
| AMGN | AMGEN INC | $243.94万 | 0.36% | 6,736 | 713 | 11.8% | $25.82万 | 加仓 |
| META | META PLATFORMS INC | $234.55万 | 0.34% | 4,164 | 73 | 1.8% | $4.11万 | 加仓 |
| EXEL | EXELIXIS INC | $220.77万 | 0.32% | 40,575 | 40,575 | — | $220.77万 | 新建仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $207.28万 | 0.30% | 93,875 | -10 | -0.0% | -$221 | 减仓 |
| GOOGL | ALPHABET INC | $206.77万 | 0.30% | 5,786 | 62 | 1.1% | $2.22万 | 加仓 |
| RMD | RESMED INC | $205.85万 | 0.30% | 10,563 | 966 | 10.1% | $18.83万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $202.76万 | 0.30% | 2,363 | -3,504 | -59.7% | -$300.66万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $201.83万 | 0.29% | 3,272 | -981 | -23.1% | -$60.51万 | 减仓 |
| SMTC | SEMTECH CORP | $199.40万 | 0.29% | 12,320 | 12,320 | — | $199.40万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $196.99万 | 0.29% | 32,051 | -3,907 | -10.9% | -$24.01万 | 减仓 |
| NFLX | NETFLIX INC. | $195.79万 | 0.29% | 27,421 | 2,697 | 10.9% | $19.26万 | 加仓 |
| AMZN | AMAZON COM INC | $194.51万 | 0.28% | 8,161 | 41 | 0.5% | $9,772 | 加仓 |
| LLY | ELI LILLY & CO | $193.44万 | 0.28% | 1,613 | -188 | -10.4% | -$22.55万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $191.04万 | 0.28% | 36,958 | -239 | -0.6% | -$1.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $189.18万 | 0.28% | 3,683 | 231 | 6.7% | $11.87万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $186.40万 | 0.27% | 4,488 | 781 | 21.1% | $32.44万 | 加仓 |
| CGNX | COGNEX CORP | $186.37万 | 0.27% | 25,735 | 2,055 | 8.7% | $14.88万 | 加仓 |
| CROX | CROCS INC | $183.14万 | 0.27% | 15,181 | 468 | 3.2% | $5.65万 | 加仓 |
| APH | AMPHENOL CORP | $178.84万 | 0.26% | 10,143 | -499 | -4.7% | -$8.80万 | 减仓 |
| FTNT | FORTINET INC | $178.61万 | 0.26% | 11,627 | 11,627 | — | $178.61万 | 新建仓 |
| PATH | UIPATH INC | $177.22万 | 0.26% | 163,036 | -556 | -0.3% | -$6,044 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $173.24万 | 0.25% | 4,675 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $168.24万 | 0.25% | 13,033 | -6,320 | -32.7% | -$81.58万 | 减仓 |
| NEM | NEWMONT CORP | $168.22万 | 0.25% | 18,011 | 627 | 3.6% | $5.86万 | 加仓 |
| VB | VANGUARD INDEX FDS | $166.17万 | 0.24% | 5,482 | 653 | 13.5% | $19.79万 | 加仓 |
| TSLA | TESLA INC | $159.58万 | 0.23% | 3,794 | 1,494 | 65.0% | $62.84万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $152.45万 | 0.22% | 30,095 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $151.31万 | 0.22% | 9,792 | 663 | 7.3% | $10.24万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $151.20万 | 0.22% | 12,249 | 941 | 8.3% | $11.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $150.07万 | 0.22% | 4,585 | -435 | -8.7% | -$14.24万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $149.93万 | 0.22% | 28,417 | -562 | -1.9% | -$2.97万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $149.14万 | 0.22% | 57,618 | -560 | -1.0% | -$1.45万 | 减仓 |
| MCO | MOODYS CORP | $148.18万 | 0.22% | 3,272 | -15 | -0.5% | -$6,793 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $146.96万 | 0.21% | 2,937 | -76 | -2.5% | -$3.80万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $146.55万 | 0.21% | 37,129 | 673 | 1.8% | $2.66万 | 加仓 |
| GRMN | GARMIN LTD | $142.66万 | 0.21% | 6,006 | 2,496 | 71.1% | $59.29万 | 加仓 |
| ETN | EATON CORP PLC | $136.68万 | 0.20% | 3,208 | -211 | -6.2% | -$8.99万 | 减仓 |
| SBET | SHARPLINK INC | $135.60万 | 0.20% | 282,492 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $132.44万 | 0.19% | 6,697 | 338 | 5.3% | $6.68万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $130.39万 | 0.19% | 44,351 | -4,114 | -8.5% | -$12.10万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $129.01万 | 0.19% | 5,769 | 14 | 0.2% | $3,131 | 加仓 |