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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & CO INC | $118.10万 | 0.19% | 23,414 | -72 | -0.3% | -$3,632 | 减仓 |
| CGNX | COGNEX CORP | $116.01万 | 0.19% | 23,680 | 23 | 0.1% | $1,127 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $114.94万 | 0.18% | 20,580 | -198 | -1.0% | -$1.11万 | 减仓 |
| — | CHART INDS INC | $114.89万 | 0.18% | 5,557 | 14 | 0.3% | $2,895 | 加仓 |
| EOG | EOG RES INC | $113.52万 | 0.18% | 7,852 | 72 | 0.9% | $1.04万 | 加仓 |
| GGG | GRACO INC | $111.90万 | 0.18% | 13,220 | -242 | -1.8% | -$2.05万 | 减仓 |
| BAP | CREDICORP LTD | $108.57万 | 0.17% | 3,201 | 23 | 0.7% | $7,801 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $107.51万 | 0.17% | 1,813 | 8 | 0.4% | $4,744 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $107.35万 | 0.17% | 5,755 | 7 | 0.1% | $1,306 | 加仓 |
| SPGI | S&P GLOBAL INC | $106.38万 | 0.17% | 2,501 | 4 | 0.2% | $1,701 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $104.23万 | 0.17% | 20,677 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $103.01万 | 0.16% | 3,406 | 221 | 6.9% | $6.68万 | 加仓 |
| DOV | DOVER CORP | $102.66万 | 0.16% | 4,925 | 4 | 0.1% | $834 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $102.04万 | 0.16% | 16,933 | -279 | -1.6% | -$1.68万 | 减仓 |
| AN | AUTONATION INC | $101.40万 | 0.16% | 5,193 | 149 | 3.0% | $2.91万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $99.03万 | 0.16% | 18,513 | -11 | -0.1% | -$588 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $98.44万 | 0.16% | 2,050 | 44 | 2.2% | $2.11万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $96.94万 | 0.16% | 24,881 | -381 | -1.5% | -$1.48万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $96.76万 | 0.15% | 5,852 | -192 | -3.2% | -$3.17万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $96.75万 | 0.15% | 19,664 | 290 | 1.5% | $1.43万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $96.24万 | 0.15% | 13,231 | 11 | 0.1% | $800 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $96.00万 | 0.15% | 4,876 | -76 | -1.5% | -$1.50万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $95.85万 | 0.15% | 36,254 | 3,785 | 11.7% | $10.01万 | 加仓 |
| SKT | TANGER INC | $94.81万 | 0.15% | 27,903 | 125 | 0.4% | $4,247 | 加仓 |
| IDCC | INTERDIGITAL INC | $94.79万 | 0.15% | 3,139 | 61 | 2.0% | $1.84万 | 加仓 |
| SEIC | SEI INVTS CO | $94.51万 | 0.15% | 12,045 | 124 | 1.0% | $9,730 | 加仓 |
| NTAP | NETAPP INC | $93.32万 | 0.15% | 9,114 | 166 | 1.9% | $1.70万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $92.60万 | 0.15% | 14,835 | 222 | 1.5% | $1.39万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $91.91万 | 0.15% | 3,723 | 27 | 0.7% | $6,665 | 加仓 |
| ADSK | AUTODESK INC | $91.24万 | 0.15% | 3,811 | -41 | -1.1% | -$9,815 | 减仓 |
| NDSN | NORDSON CORP | $90.89万 | 0.15% | 3,416 | 35 | 1.0% | $9,312 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $90.21万 | 0.14% | 7,033 | 42 | 0.6% | $5,387 | 加仓 |
| WMB | WILLIAMS COS INC | $90.16万 | 0.14% | 12,388 | 73 | 0.6% | $5,313 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $86.49万 | 0.14% | 9,010 | 103 | 1.2% | $9,887 | 加仓 |
| — | INNOVATOR ETFS TRUST | $86.11万 | 0.14% | 33,602 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $85.51万 | 0.14% | 2,300 | -108 | -4.5% | -$4.02万 | 减仓 |
| QUAL | ISHARES TR | $85.40万 | 0.14% | 4,453 | -2,545 | -36.4% | -$48.81万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $85.40万 | 0.14% | 15,800 | -14,846 | -48.4% | -$80.24万 | 减仓 |
| INFY | INFOSYS LTD | $85.11万 | 0.14% | 62,998 | -542 | -0.9% | -$7,322 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $84.58万 | 0.14% | 3,122 | 57 | 1.9% | $1.54万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $84.35万 | 0.14% | 7,340 | 46 | 0.6% | $5,286 | 加仓 |
| MLI | MUELLER INDS INC | $83.16万 | 0.13% | 7,505 | 211 | 2.9% | $2.34万 | 加仓 |
| EMXC | ISHARES INC | $82.39万 | 0.13% | 10,474 | -663 | -6.0% | -$5.22万 | 减仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $81.94万 | 0.13% | 7,142 | 45 | 0.6% | $5,163 | 加仓 |
| GRMN | GARMIN LTD | $81.45万 | 0.13% | 3,510 | -247 | -6.6% | -$5.73万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $81.19万 | 0.13% | 14,324 | -823 | -5.4% | -$4.66万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $80.74万 | 0.13% | 4,255 | 77 | 1.8% | $1.46万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $79.81万 | 0.13% | 5,072 | 73 | 1.5% | $1.15万 | 加仓 |
| SNA | SNAP ON INC | $79.56万 | 0.13% | 2,191 | 16 | 0.7% | $5,810 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $78.85万 | 0.13% | 11,592 | 283 | 2.5% | $1.92万 | 加仓 |
| PHM | PULTE GROUP INC | $78.74万 | 0.13% | 6,695 | 103 | 1.6% | $1.21万 | 加仓 |
| HD | HOME DEPOT INC | $78.45万 | 0.13% | 2,385 | 9 | 0.4% | $2,960 | 加仓 |
| CPRT | COPART INC | $77.64万 | 0.12% | 23,386 | 10 | 0.0% | $332 | 加仓 |
| CSL | CARLISLE COS INC | $77.57万 | 0.12% | 2,325 | 42 | 1.8% | $1.40万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $77.56万 | 0.12% | 7,749 | -123 | -1.6% | -$1.23万 | 减仓 |
| RELX | RELX PLC | $77.05万 | 0.12% | 23,242 | 245 | 1.1% | $8,122 | 加仓 |
| NEE | NEXTERA ENERGY INC | $76.97万 | 0.12% | 8,287 | -1,569 | -15.9% | -$14.57万 | 减仓 |
| — | HONEYWELL INTL INC | $75.58万 | 0.12% | 3,344 | -478 | -12.5% | -$10.80万 | 减仓 |
| MOAT | VANECK ETF TRUST | $74.37万 | 0.12% | 7,690 | -4,456 | -36.7% | -$43.09万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $73.98万 | 0.12% | 9,767 | -5,979 | -38.0% | -$45.29万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $73.64万 | 0.12% | 1,657 | 27 | 1.7% | $1.20万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $73.48万 | 0.12% | 4,236 | 142 | 3.5% | $2.46万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $73.44万 | 0.12% | 34,380 | 388 | 1.1% | $8,288 | 加仓 |
| LII | LENNOX INTL INC | $72.13万 | 0.12% | 1,554 | -6 | -0.4% | -$2,785 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.11% | 1 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $71.62万 | 0.11% | 13,723 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $71.06万 | 0.11% | 3,487 | 10 | 0.3% | $2,038 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $70.86万 | 0.11% | 2,074 | 50 | 2.5% | $1.71万 | 加仓 |
| WAT | WATERS CORP | $70.73万 | 0.11% | 2,375 | 148 | 6.6% | $4.41万 | 加仓 |
| TER | TERADYNE INC | $69.87万 | 0.11% | 2,357 | -64 | -2.6% | -$1.90万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $69.76万 | 0.11% | 82,561 | 4,369 | 5.6% | $3.69万 | 加仓 |
| BAC | BANK AMERICA CORP | $69.58万 | 0.11% | 14,272 | -198 | -1.4% | -$9,653 | 减仓 |
| RMBS | RAMBUS INC DEL | $69.40万 | 0.11% | 8,067 | 266 | 3.4% | $2.29万 | 加仓 |
| — | EXXON MOBIL CORP | $69.00万 | 0.11% | 4,067 | -995 | -19.7% | -$16.88万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $68.91万 | 0.11% | 2,504 | 30 | 1.2% | $8,256 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $68.78万 | 0.11% | 4,290 | 4,290 | — | $68.78万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $67.44万 | 0.11% | 5,936 | 240 | 4.2% | $2.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $67.00万 | 0.11% | 3,238 | 724 | 28.8% | $14.98万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $66.48万 | 0.11% | 3,272 | 69 | 2.2% | $1.40万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $65.05万 | 0.10% | 3,947 | 109 | 2.8% | $1.80万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $64.77万 | 0.10% | 14,041 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $64.00万 | 0.10% | 17,101 | -9,956 | -36.8% | -$37.26万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $63.75万 | 0.10% | 4,869 | -1,156 | -19.2% | -$15.14万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $61.23万 | 0.10% | 12,130 | 70 | 0.6% | $3,534 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $60.96万 | 0.10% | 2,194 | -55 | -2.4% | -$1.53万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $60.91万 | 0.10% | 6,182 | -3,238 | -34.4% | -$31.90万 | 减仓 |
| PAVE | GLOBAL X FDS | $60.54万 | 0.10% | 11,916 | -236,466 | -95.2% | -$1,201.47万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $60.41万 | 0.10% | 5,996 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $59.85万 | 0.10% | 3,520 | 97 | 2.8% | $1.65万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $59.17万 | 0.09% | 4,142 | 156 | 3.9% | $2.23万 | 加仓 |
| QLYS | QUALYS INC | $58.31万 | 0.09% | 6,637 | 326 | 5.2% | $2.86万 | 加仓 |
| PFXF | VANECK ETF TRUST | $56.78万 | 0.09% | 32,373 | -15,686 | -32.6% | -$27.51万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $56.76万 | 0.09% | 11,940 | -422 | -3.4% | -$2.01万 | 减仓 |
| URI | UNITED RENTALS INC | $56.76万 | 0.09% | 779 | 32 | 4.3% | $2.33万 | 加仓 |
| IT | GARTNER INC | $55.93万 | 0.09% | 3,532 | 203 | 6.1% | $3.21万 | 加仓 |
| — | SPINNAKER ETF SERIES | $55.88万 | 0.09% | 54,579 | 5,154 | 10.4% | $5.28万 | 加仓 |
| GOVT | ISHARES TR | $53.59万 | 0.09% | 23,390 | -11,308 | -32.6% | -$25.91万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $53.47万 | 0.09% | 489 | -5 | -1.0% | -$5,467 | 减仓 |
| DGRO | ISHARES TR | $53.08万 | 0.08% | 7,563 | -149 | -1.9% | -$1.05万 | 减仓 |
| KO | COCA COLA CO | $51.41万 | 0.08% | 6,760 | -24 | -0.4% | -$1,825 | 减仓 |