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 |
|---|---|---|---|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | $3,587.50万 | 5.74% | 360,770 | 360,770 | — | $3,587.50万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $2,746.48万 | 4.40% | 299,703 | 299,703 | — | $2,746.48万 | 新建仓 |
| — | SSGA ACTIVE TR | $2,642.67万 | 4.23% | 1,031,739 | -24,890 | -2.4% | -$63.75万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $2,597.53万 | 4.16% | 544,328 | 544,328 | — | $2,597.53万 | 新建仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $2,415.22万 | 3.87% | 970,357 | 57,036 | 6.2% | $141.96万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $2,031.99万 | 3.25% | 394,178 | -17,561 | -4.3% | -$90.53万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,983.86万 | 3.18% | 34,372 | 7,371 | 27.3% | $425.43万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,734.64万 | 2.78% | 386,764 | 5,284 | 1.4% | $23.70万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,570.11万 | 2.51% | 630,313 | -4,068 | -0.6% | -$10.13万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $1,501.87万 | 2.40% | 696,277 | -19,999 | -2.8% | -$43.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,396.06万 | 2.24% | 23,363 | 7,112 | 43.8% | $424.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,379.33万 | 2.21% | 79,090 | 24 | 0.0% | $4,186 | 加仓 |
| ALLW | SSGA ACTIVE TR | $1,245.08万 | 1.99% | 431,569 | 431,569 | — | $1,245.08万 | 新建仓 |
| AAPL | APPLE INC | $1,192.45万 | 1.91% | 46,986 | -2,441 | -4.9% | -$61.95万 | 减仓 |
| IQLT | ISHARES TR | $1,179.87万 | 1.89% | 255,218 | 348 | 0.1% | $1.61万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $897.12万 | 1.44% | 312,185 | 312,185 | — | $897.12万 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $802.69万 | 1.29% | 231,255 | 231,255 | — | $802.69万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $612.64万 | 0.98% | 121,629 | 16,413 | 15.6% | $82.67万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $542.43万 | 0.87% | 25,388 | -547 | -2.1% | -$11.69万 | 减仓 |
| GOOG | ALPHABET INC | $522.46万 | 0.84% | 18,213 | -43 | -0.2% | -$1.23万 | 减仓 |
| WMT | WALMART INC | $512.23万 | 0.82% | 41,216 | 413 | 1.0% | $5.13万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $498.95万 | 0.80% | 84,511 | -1,078 | -1.3% | -$6.36万 | 减仓 |
| AVGO | BROADCOM INC | $493.52万 | 0.79% | 15,945 | 214 | 1.4% | $6.62万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $460.82万 | 0.74% | 112,670 | -1,340 | -1.2% | -$5.48万 | 减仓 |
| SSO | PROSHARES TR | $414.25万 | 0.66% | 79,847 | -24,975 | -23.8% | -$129.57万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $412.31万 | 0.66% | 5,867 | -512 | -8.0% | -$35.98万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $394.74万 | 0.63% | 6,531 | -233 | -3.4% | -$14.08万 | 减仓 |
| MRK | MERCK & CO INC | $390.25万 | 0.62% | 32,442 | -1,543 | -4.5% | -$18.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $387.20万 | 0.62% | 10,460 | 53 | 0.5% | $1.96万 | 加仓 |
| HSY | HERSHEY CO | $386.18万 | 0.62% | 18,576 | 18,576 | — | $386.18万 | 新建仓 |
| PULS | PGIM ETF TR | $379.74万 | 0.61% | 76,716 | 16,617 | 27.6% | $82.25万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $376.38万 | 0.60% | 74,976 | -311 | -0.4% | -$1.56万 | 减仓 |
| INOD | INNODATA INC | $370.45万 | 0.59% | 95,923 | 95,923 | — | $370.45万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $339.08万 | 0.54% | 19,025 | 19,025 | — | $339.08万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $338.25万 | 0.54% | 18,770 | 497 | 2.7% | $8.96万 | 加仓 |
| KR | KROGER CO | $336.13万 | 0.54% | 46,452 | 1,052 | 2.3% | $7.61万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $335.58万 | 0.54% | 29,650 | 575 | 2.0% | $6.51万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $329.92万 | 0.53% | 19,175 | -125 | -0.6% | -$2.15万 | 减仓 |
| MCD | MCDONALDS CORP | $324.03万 | 0.52% | 10,426 | 129 | 1.3% | $4.01万 | 加仓 |
| QLD | PROSHARES TR | $317.32万 | 0.51% | 52,020 | -20,245 | -28.0% | -$123.50万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $313.88万 | 0.50% | 79,603 | -1,642 | -2.0% | -$6.47万 | 减仓 |
| V | VISA INC | $311.89万 | 0.50% | 10,319 | -87 | -0.8% | -$2.63万 | 减仓 |
| SO | SOUTHERN CO | $308.85万 | 0.49% | 31,999 | 839 | 2.7% | $8.10万 | 加仓 |
| AMAT | APPLIED MATLS INC | $275.53万 | 0.44% | 8,061 | -3 | -0.0% | -$1,025 | 减仓 |
| PG | PROCTER & GAMBLE CO | $272.80万 | 0.44% | 18,887 | -745 | -3.8% | -$10.76万 | 减仓 |
| CSCO | CISCO SYS INC | $262.70万 | 0.42% | 33,857 | 510 | 1.5% | $3.96万 | 加仓 |
| NVS | NOVARTIS AG | $259.46万 | 0.42% | 16,986 | 127 | 0.8% | $1.94万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $256.13万 | 0.41% | 35,348 | 472 | 1.4% | $3.42万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $252.94万 | 0.40% | 18,777 | 18,777 | — | $252.94万 | 新建仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $252.72万 | 0.40% | 74,901 | -9,385 | -11.1% | -$31.67万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $244.33万 | 0.39% | 23,637 | -376 | -1.6% | -$3.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $242.93万 | 0.39% | 9,938 | -725 | -6.8% | -$17.72万 | 减仓 |
| NFLX | NETFLIX INC. | $237.72万 | 0.38% | 24,724 | -472 | -1.9% | -$4.54万 | 减仓 |
| META | META PLATFORMS INC | $234.05万 | 0.37% | 4,091 | -263 | -6.0% | -$15.05万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $231.07万 | 0.37% | 9,724 | -372 | -3.7% | -$8.84万 | 减仓 |
| KLAC | KLA CORP | $225.14万 | 0.36% | 1,529 | -9 | -0.6% | -$1.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $224.82万 | 0.36% | 3,457 | -38 | -1.1% | -$2.47万 | 减仓 |
| RMD | RESMED INC | $215.43万 | 0.34% | 9,597 | 375 | 4.1% | $8.42万 | 加仓 |
| AMGN | AMGEN INC | $211.91万 | 0.34% | 6,023 | 144 | 2.4% | $5.07万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $211.64万 | 0.34% | 17,237 | 1,100 | 6.8% | $13.51万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $206.61万 | 0.33% | 19,353 | 241 | 1.3% | $2.57万 | 加仓 |
| QCOM | QUALCOMM INC | $201.47万 | 0.32% | 15,645 | 807 | 5.4% | $10.39万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $199.64万 | 0.32% | 35,958 | -2,024 | -5.3% | -$11.24万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $194.74万 | 0.31% | 27,074 | 2,317 | 9.4% | $16.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $192.83万 | 0.31% | 9,479 | 609 | 6.9% | $12.39万 | 加仓 |
| ASML | ASML HLDG NV | $192.58万 | 0.31% | 1,458 | -28 | -1.9% | -$3.70万 | 减仓 |
| NEM | NEWMONT CORP | $188.18万 | 0.30% | 17,384 | 17,384 | — | $188.18万 | 新建仓 |
| SBET | SHARPLINK INC | $182.21万 | 0.29% | 282,492 | 282,492 | — | $182.21万 | 新建仓 |
| PATH | UIPATH INC | $181.59万 | 0.29% | 163,592 | 163,592 | — | $181.59万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $172.50万 | 0.28% | 3,452 | -76 | -2.2% | -$3.80万 | 减仓 |
| AMZN | AMAZON COM INC | $169.12万 | 0.27% | 8,120 | -1,131 | -12.2% | -$23.56万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $167.83万 | 0.27% | 37,197 | -442 | -1.2% | -$1.99万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $167.63万 | 0.27% | 4,253 | -103 | -2.4% | -$4.06万 | 减仓 |
| LLY | ELI LILLY & CO | $165.63万 | 0.27% | 1,801 | -46 | -2.5% | -$4.23万 | 减仓 |
| GOOGL | ALPHABET INC | $164.61万 | 0.26% | 5,724 | -404 | -6.6% | -$11.62万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $160.88万 | 0.26% | 3,707 | 224 | 6.4% | $9.72万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $152.89万 | 0.24% | 4,675 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $150.44万 | 0.24% | 30,095 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $147.73万 | 0.24% | 10,168 | 756 | 8.0% | $10.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $147.66万 | 0.24% | 5,020 | -646 | -11.4% | -$19.00万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $144.84万 | 0.23% | 36,456 | 761 | 2.1% | $3.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $144.38万 | 0.23% | 3,013 | -151 | -4.8% | -$7.24万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $144.34万 | 0.23% | 58,178 | -765 | -1.3% | -$1.90万 | 减仓 |
| MCO | MOODYS CORP | $143.38万 | 0.23% | 3,287 | -44 | -1.3% | -$1.92万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $142.17万 | 0.23% | 5,091 | -23 | -0.4% | -$6,423 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $141.79万 | 0.23% | 28,979 | -726 | -2.4% | -$3.55万 | 减仓 |
| GFI | GOLD FIELDS LTD | $139.54万 | 0.22% | 30,735 | 405 | 1.3% | $1.84万 | 加仓 |
| APH | AMPHENOL CORP | $134.46万 | 0.22% | 10,642 | 80 | 0.8% | $1.01万 | 加仓 |
| NVO | NOVO-NORDISK A S | $128.48万 | 0.21% | 34,961 | 3,272 | 10.3% | $12.02万 | 加仓 |
| VB | VANGUARD INDEX FDS | $126.48万 | 0.20% | 4,829 | -12 | -0.2% | -$3,143 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $125.14万 | 0.20% | 9,129 | 114 | 1.3% | $1.56万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $124.18万 | 0.20% | 1,387 | -13 | -0.9% | -$1.16万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $124.15万 | 0.20% | 25,477 | -201 | -0.8% | -$9,795 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $123.83万 | 0.20% | 48,465 | 1,508 | 3.2% | $3.85万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $123.82万 | 0.20% | 6,452 | -2,043 | -24.0% | -$39.21万 | 减仓 |
| ETN | EATON CORP PLC | $122.27万 | 0.20% | 3,419 | -334 | -8.9% | -$11.94万 | 减仓 |
| FHI | FEDERATED HERMES INC | $122.16万 | 0.20% | 21,541 | -113 | -0.5% | -$6,408 | 减仓 |
| CROX | CROCS INC | $122.15万 | 0.20% | 14,713 | 250 | 1.7% | $2.08万 | 加仓 |
| ITT | ITT INC | $121.16万 | 0.19% | 6,359 | -18 | -0.3% | -$3,430 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $120.10万 | 0.19% | 11,308 | -4 | -0.0% | -$425 | 减仓 |