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 |
|---|---|---|---|---|---|---|---|---|
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -8,517 | -100.0% | -$25.01万 | 清仓 |
| TECB | ISHARES TR | $0 | 0.00% | 0 | -4,085 | -100.0% | -$24.87万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,117 | -100.0% | -$23.75万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -9,614 | -100.0% | -$23.31万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,647 | -100.0% | -$23.29万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -132 | -100.0% | -$22.32万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -365 | -100.0% | -$22.08万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,315 | -100.0% | -$22.05万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -762 | -100.0% | -$20.97万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -982 | -100.0% | -$20.50万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -3,119 | -100.0% | -$20.43万 | 清仓 |