Marmo Financial Group, LLC
Johnson City TN · SEC CIK 0001964829
$2.02亿2026Q1 申报市值
38持仓数
78.4%前十大占比 · 第一大 16.1%
2 / 2新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DIA 新建仓+$29.91万
WMT 新建仓+$21.59万
VUG 加仓+$8.87万
QQQ 加仓+$7.51万
MGV 加仓+$7.10万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$47.74万
VCLT 减仓-$23.60万
FDVV 减仓-$21.46万
XSMO 减仓-$21.40万
LLY 清仓-$20.74万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $3,243.06万 | 16.06% | 49,866 | -734 | -1.5% | -$47.74万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,891.43万 | 14.32% | 66,196 | 203 | 0.3% | $8.87万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,192.23万 | 10.86% | 151,239 | 490 | 0.3% | $7.10万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,853.55万 | 9.18% | 85,317 | 158 | 0.2% | $3.43万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,807.34万 | 8.95% | 76,059 | -759 | -1.0% | -$18.04万 | 减仓 |
| VFH | VANGUARD WORLD FD | $1,240.36万 | 6.14% | 102,669 | -127 | -0.1% | -$1.53万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $769.71万 | 3.81% | 103,011 | -3,158 | -3.0% | -$23.60万 | 减仓 |
| IGSB | ISHARES TR | $730.53万 | 3.62% | 138,988 | -3,562 | -2.5% | -$18.72万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $583.71万 | 2.89% | 105,667 | -3,885 | -3.5% | -$21.46万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $526.01万 | 2.61% | 109,996 | -1,275 | -1.1% | -$6.10万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $490.72万 | 2.43% | 210,426 | -3,482 | -1.6% | -$8.12万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $484.77万 | 2.40% | 161,212 | -2,072 | -1.3% | -$6.23万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $462.21万 | 2.29% | 100,326 | -1,313 | -1.3% | -$6.05万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $413.77万 | 2.05% | 53,609 | -733 | -1.3% | -$5.66万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $401.25万 | 1.99% | 52,782 | -2,815 | -5.1% | -$21.40万 | 减仓 |
| QQQ | INVESCO QQQ TR | $341.48万 | 1.69% | 5,915 | 130 | 2.2% | $7.51万 | 加仓 |
| IMCG | ISHARES TR | $306.70万 | 1.52% | 38,935 | -598 | -1.5% | -$4.71万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $276.95万 | 1.37% | 55,401 | -1,495 | -2.6% | -$7.47万 | 减仓 |
| IWF | ISHARES TR | $236.96万 | 1.17% | 5,557 | -346 | -5.9% | -$14.75万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $178.84万 | 0.89% | 37,011 | -1,418 | -3.7% | -$6.85万 | 减仓 |
| IAU | ISHARES GOLD TR | $126.46万 | 0.63% | 14,344 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $69.75万 | 0.35% | 3,999 | 185 | 4.9% | $3.23万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $59.44万 | 0.29% | 10,706 | 98 | 0.9% | $5,441 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $58.17万 | 0.29% | 308 | 0 | 0.0% | — | 不变 |
| — | UBS AG | $57.90万 | 0.29% | 6,516 | -195 | -2.9% | -$1.73万 | 减仓 |
| AAPL | APPLE INC | $52.41万 | 0.26% | 2,065 | 83 | 4.2% | $2.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $42.39万 | 0.21% | 1,144 | 1 | 0.1% | $371 | 加仓 |
| AFL | AFLAC INC | $35.73万 | 0.18% | 3,256 | 17 | 0.5% | $1,866 | 加仓 |
| GLD | SPDR GOLD TR | $32.57万 | 0.16% | 757 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $31.54万 | 0.16% | 919 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $29.91万 | 0.15% | 645 | 645 | — | $29.91万 | 新建仓 |
| IVV | ISHARES TR | $27.33万 | 0.14% | 418 | 1 | 0.2% | $654 | 加仓 |
| SPYI | NEOS ETF TRUST | $24.42万 | 0.12% | 4,946 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $24.06万 | 0.12% | 1,155 | -4 | -0.3% | -$833 | 减仓 |
| GOOG | ALPHABET INC | $22.23万 | 0.11% | 775 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.59万 | 0.11% | 1,737 | 1,737 | — | $21.59万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $21.01万 | 0.10% | 1,828 | -40 | -2.1% | -$4,597 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $20.15万 | 0.10% | 968 | 1 | 0.1% | $208 | 加仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -193 | -100.0% | -$20.74万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -830 | -100.0% | -$20.03万 | 清仓 |