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 |
|---|---|---|---|---|---|---|---|---|
| — | SPINNAKER ETF SERIES | $59.66万 | 0.09% | 57,980 | 3,401 | 6.2% | $3.50万 | 加仓 |
| MGC | VANGUARD WORLD FD | $56.25万 | 0.08% | 2,056 | -9 | -0.4% | -$2,462 | 减仓 |
| KGC | KINROSS GOLD CORP | $55.76万 | 0.08% | 23,608 | 23,608 | — | $55.76万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $55.57万 | 0.08% | 402 | -87 | -17.8% | -$12.03万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $55.04万 | 0.08% | 11,351 | -589 | -4.9% | -$2.86万 | 减仓 |
| MO | ALTRIA GROUP INC | $54.37万 | 0.08% | 7,557 | -25 | -0.3% | -$1,799 | 减仓 |
| KO | COCA COLA CO | $53.97万 | 0.08% | 6,641 | -119 | -1.8% | -$9,671 | 减仓 |
| DGRO | ISHARES TR | $53.81万 | 0.08% | 7,099 | -464 | -6.1% | -$3.52万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $53.77万 | 0.08% | 19,411 | 85 | 0.4% | $2,355 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $53.59万 | 0.08% | 4,234 | -635 | -13.0% | -$8.04万 | 减仓 |
| PFXF | VANECK ETF TRUST | $51.57万 | 0.08% | 28,907 | -3,466 | -10.7% | -$6.18万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $51.15万 | 0.07% | 7,088 | -19,986 | -73.8% | -$144.22万 | 减仓 |
| CAT | CATERPILLAR INC | $49.43万 | 0.07% | 464 | 11 | 2.4% | $1.17万 | 加仓 |
| — | VANECK ETF TRUST | $49.36万 | 0.07% | 13,289 | -3,812 | -22.3% | -$14.16万 | 减仓 |
| GOVT | ISHARES TR | $48.34万 | 0.07% | 21,222 | -2,168 | -9.3% | -$4.94万 | 减仓 |
| CVX | CHEVRON CORPORATION | $48.06万 | 0.07% | 2,899 | -339 | -10.5% | -$5.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $46.80万 | 0.07% | 1,265 | 6 | 0.5% | $2,220 | 加仓 |
| IMCB | ISHARES TR | $45.99万 | 0.07% | 4,763 | -49 | -1.0% | -$4,732 | 减仓 |
| — | EXXON MOBIL CORP | $45.98万 | 0.07% | 3,363 | -704 | -17.3% | -$9.63万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.75万 | 0.07% | 17,050 | 2,084 | 13.9% | $5.47万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $44.40万 | 0.06% | 1,302 | -2,988 | -69.7% | -$101.90万 | 减仓 |
| SUSB | ISHARES TR | $44.10万 | 0.06% | 17,648 | 4,294 | 32.2% | $10.73万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $43.66万 | 0.06% | 15,622 | -771 | -4.7% | -$2.15万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $43.51万 | 0.06% | 2,284 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $43.49万 | 0.06% | 5,963 | -84 | -1.4% | -$6,126 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $42.22万 | 0.06% | 808 | -6 | -0.7% | -$3,135 | 减仓 |
| VO | VANGUARD INDEX FDS | $42.01万 | 0.06% | 5,214 | 3,595 | 222.1% | $28.96万 | 重新持有 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $41.06万 | 0.06% | 8,795 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $39.66万 | 0.06% | 6,093 | -1,271 | -17.3% | -$8.27万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $39.19万 | 0.06% | 47,251 | -180 | -0.4% | -$1,493 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $38.94万 | 0.06% | 385 | -169 | -30.5% | -$17.09万 | 减仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $38.75万 | 0.06% | 15,383 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $37.96万 | 0.06% | 3,565 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $37.70万 | 0.05% | 2,542 | -868 | -25.5% | -$12.87万 | 减仓 |
| VFH | VANGUARD WORLD FD | $37.36万 | 0.05% | 2,839 | 13 | 0.5% | $1,711 | 加仓 |
| EXC | EXELON CORP | $36.34万 | 0.05% | 7,795 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $36.32万 | 0.05% | 1,631 | 132 | 8.8% | $2.94万 | 加仓 |
| NTAP | NETAPP INC | $36.22万 | 0.05% | 2,340 | -6,774 | -74.3% | -$104.85万 | 减仓 |
| GEV | GE VERNOVA INC | $35.84万 | 0.05% | 305 | 57 | 23.0% | $6.70万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $35.78万 | 0.05% | 7,865 | -1,017 | -11.5% | -$4.63万 | 减仓 |
| IEMG | ISHARES INC | $35.63万 | 0.05% | 4,301 | 4,301 | — | $35.63万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $35.52万 | 0.05% | 19,812 | 361 | 1.9% | $6,473 | 加仓 |
| MINT | PIMCO ETF TR | $35.44万 | 0.05% | 3,515 | -454 | -11.4% | -$4.58万 | 减仓 |
| FLTR | VANECK ETF TRUST | $35.41万 | 0.05% | 13,827 | -1,380 | -9.1% | -$3.53万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.03万 | 0.05% | 459 | 459 | — | $35.03万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $34.99万 | 0.05% | 7,389 | -413 | -5.3% | -$1.96万 | 减仓 |
| — | SSGA ACTIVE TR | $34.97万 | 0.05% | 12,790 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $34.85万 | 0.05% | 3,608 | 3,608 | — | $34.85万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $34.80万 | 0.05% | 983 | -173 | -15.0% | -$6.13万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.55万 | 0.05% | 12,582 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $34.49万 | 0.05% | 8,561 | 131 | 1.6% | $5,278 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $34.28万 | 0.05% | 7,270 | -1,036 | -12.5% | -$4.89万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $33.87万 | 0.05% | 5,856 | 257 | 4.6% | $1.49万 | 加仓 |
| HON | HONEYWELL INTL INC | $33.84万 | 0.05% | 1,512 | -1,832 | -54.8% | -$41.00万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $33.25万 | 0.05% | 1,504 | 1,504 | — | $33.25万 | 新建仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $32.60万 | 0.05% | 5,770 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $31.82万 | 0.05% | 1,132 | -3,744 | -76.8% | -$105.24万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $31.59万 | 0.05% | 5,022 | 5,022 | — | $31.59万 | 新建仓 |
| IWF | ISHARES TR | $30.25万 | 0.04% | 2,436 | 188 | 8.4% | $2.33万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $29.75万 | 0.04% | 3,225 | 110 | 3.5% | $1.01万 | 加仓 |
| INTC | INTEL CORP | $29.75万 | 0.04% | 2,131 | 2,131 | — | $29.75万 | 新建仓 |
| PWR | QUANTA SVCS INC | $29.67万 | 0.04% | 412 | 412 | — | $29.67万 | 新建仓 |
| IXUS | ISHARES TR | $28.71万 | 0.04% | 3,008 | -1,474 | -32.9% | -$14.07万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.53万 | 0.04% | 10,710 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $28.32万 | 0.04% | 4,645 | -13,868 | -74.9% | -$84.56万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $28.00万 | 0.04% | 11,006 | -78 | -0.7% | -$1,984 | 减仓 |
| HDV | ISHARES TR | $27.55万 | 0.04% | 10,050 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.37万 | 0.04% | 6,587 | 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 |
| BNY | BANK OF NY MELLON CORP | $27.00万 | 0.04% | 1,867 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $26.88万 | 0.04% | 5,607 | -29,354 | -84.0% | -$140.72万 | 减仓 |
| GLD | SPDR GOLD TR | $26.74万 | 0.04% | 726 | -2 | -0.3% | -$737 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.46万 | 0.04% | 283 | 29 | 11.4% | $2.71万 | 加仓 |
| SEIC | SEI INVTS CO | $26.44万 | 0.04% | 3,014 | -9,031 | -75.0% | -$79.22万 | 减仓 |
| ABBV | ABBVIE INC | $26.02万 | 0.04% | 1,034 | -24 | -2.3% | -$6,041 | 减仓 |
| SMMU | PIMCO ETF TR | $25.75万 | 0.04% | 5,100 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $25.64万 | 0.04% | 5,367 | 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 |
| SHM | SPDR SERIES TRUST | $25.39万 | 0.04% | 5,293 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $25.20万 | 0.04% | 1,897 | -780 | -29.1% | -$10.36万 | 减仓 |
| SKT | TANGER INC | $25.18万 | 0.04% | 6,379 | -21,524 | -77.1% | -$84.95万 | 减仓 |
| WELL | WELLTOWER INC | $25.15万 | 0.04% | 1,108 | -590 | -34.7% | -$13.39万 | 减仓 |
| DE | DEERE & CO | $25.00万 | 0.04% | 394 | -15 | -3.7% | -$9,519 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $24.83万 | 0.04% | 2,310 | -17 | -0.7% | -$1,828 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $24.63万 | 0.04% | 6,125 | 0 | 0.0% | — | 不变 |
| QDPL | PACER FDS TR | $24.50万 | 0.04% | 5,436 | -388 | -6.7% | -$1.75万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.24万 | 0.04% | 2,078 | 381 | 22.5% | $4.45万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $23.62万 | 0.03% | 873 | -279 | -24.2% | -$7.55万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $23.55万 | 0.03% | 1,174 | -206 | -14.9% | -$4.13万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $22.69万 | 0.03% | 11,761 | -3 | -0.0% | -$58 | 减仓 |
| MMM | 3M CO | $22.59万 | 0.03% | 1,395 | 11 | 0.8% | $1,781 | 加仓 |
| SDY | SPDR SERIES TRUST | $22.41万 | 0.03% | 1,473 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $22.37万 | 0.03% | 8,119 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $22.02万 | 0.03% | 565 | -2,636 | -82.3% | -$102.73万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $21.88万 | 0.03% | 625 | 625 | — | $21.88万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $21.82万 | 0.03% | 838 | 838 | — | $21.82万 | 新建仓 |
| IYH | ISHARES TR | $21.76万 | 0.03% | 3,248 | 3,248 | — | $21.76万 | 新建仓 |
| T | AT&T INC | $21.60万 | 0.03% | 10,433 | -1,314 | -11.2% | -$2.72万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $21.59万 | 0.03% | 2,613 | 2,134 | 445.5% | $17.63万 | 重新持有 |
| ADM | ARCHER DANIELS MIDLAND CO | $21.45万 | 0.03% | 2,808 | 2,808 | — | $21.45万 | 新建仓 |