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 |
|---|---|---|---|---|---|---|---|---|
| SA | SEABRIDGE GOLD INC | $20.74万 | 0.03% | 8,058 | 8,058 | — | $20.74万 | 新建仓 |
| ADSK | AUTODESK INC | $20.67万 | 0.03% | 1,063 | -2,748 | -72.1% | -$53.43万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $20.64万 | 0.03% | 19,040 | 0 | 0.0% | — | 不变 |
| NUMG | NUSHARES ETF TR | $20.36万 | 0.03% | 4,336 | 4,336 | — | $20.36万 | 新建仓 |
| DOV | DOVER CORP | $20.07万 | 0.03% | 895 | -4,030 | -81.8% | -$90.39万 | 减仓 |
| VFC | V F CORP | $18.56万 | 0.03% | 11,126 | -397 | -3.4% | -$6,622 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $15.12万 | 0.02% | 20,000 | 10,000 | 100.0% | $7.56万 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $12.97万 | 0.02% | 18,065 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $12.55万 | 0.02% | 11,961 | -51,037 | -81.0% | -$53.54万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $9.94万 | 0.01% | 12,025 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5.10万 | 0.01% | 10,217 | 0 | 0.0% | — | 不变 |
| 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 |