13F 机构持仓

MARSHALL INVESTMENT MANAGEMENT, LLC

LITTLETON CO · SEC CIK 0002022427

2026Q22026Q1 更早 9 个季度 🔒
$2.41亿2026Q2 申报市值
497持仓数
39.0%前十大占比 · 第一大 7.3%
255 / 32新建仓 / 清仓
申报市值走势$2.41亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GLD 7.3%
MFUS 5.1%
XMHQ 4.5%
BRK/B 4.2%
MSFT 3.4%
AMZN 3.4%
AAPL 2.8%
FFLG 2.8%
CRWD 2.7%
FELV 2.7%

2026Q2 买入最多 按季末市值估算

XMHQ 新建仓+$1,081.45万
NBOS 新建仓+$201.42万
AAPL 加仓+$122.69万
PICK 加仓+$109.30万
NLR 加仓+$83.27万

2026Q2 卖出最多 按季末市值估算

RPV 清仓-$1,033.30万
MISL 清仓-$102.38万
MFUS 减仓-$68.72万
FIW 清仓-$68.61万
MU 减仓-$61.18万

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
RPV INVESCO EXCHANGE TRADED FD T $00.00%0 -96,219-100.0% -$1,033.30万 清仓
MISL FIRST TR EXCHANGE-TRADED FD $00.00%0 -22,898-100.0% -$102.38万 清仓
FIW FIRST TR EXCHANGE-TRADED FD $00.00%0 -6,653-100.0% -$68.61万 清仓
IWD ISHARES TR $00.00%0 -275-100.0% -$5.88万 清仓
BSV VANGUARD BD INDEX FDS $00.00%0 -553-100.0% -$4.34万 清仓
DIA STATE STR SPDR DOW JONES IND $00.00%0 -79-100.0% -$3.66万 清仓
AGG ISHARES TR $00.00%0 -357-100.0% -$3.54万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -843-100.0% -$3.28万 清仓
DFUV DIMENSIONAL ETF TRUST $00.00%0 -478-100.0% -$2.32万 清仓
CCL CARNIVAL CORP $00.00%0 -832-100.0% -$2.15万 清仓
MTUM ISHARES TR $00.00%0 -89-100.0% -$2.14万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -574-100.0% -$2.11万 清仓
SFLR INNOVATOR ETFS TRUST $00.00%0 -535-100.0% -$1.89万 清仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -357-100.0% -$1.72万 清仓
FMHI FIRST TR EXCH TRADED FD III $00.00%0 -352-100.0% -$1.67万 清仓
DFIC DIMENSIONAL ETF TRUST $00.00%0 -388-100.0% -$1.38万 清仓
SHYG ISHARES TR $00.00%0 -313-100.0% -$1.32万 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -177-100.0% -$9,342 清仓
DIHP DIMENSIONAL ETF TRUST $00.00%0 -283-100.0% -$9,118 清仓
IMTM ISHARES TR $00.00%0 -188-100.0% -$9,028 清仓
AVSC AMERICAN CENTY ETF TR $00.00%0 -140-100.0% -$8,722 清仓
AVEM AMERICAN CENTY ETF TR $00.00%0 -78-100.0% -$6,285 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -116-100.0% -$6,270 清仓
GSST GOLDMAN SACHS ETF TR $00.00%0 -93-100.0% -$4,701 清仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -94-100.0% -$4,672 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 -22-100.0% -$3,622 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -15-100.0% -$1,079 清仓
SPYM SPDR SERIES TRUST $00.00%0 -2-100.0% -$153 清仓
IJR ISHARES TR $00.00%0 -1-100.0% -$124 清仓
LAC LITHIUM AMERS CORP NEW $00.00%0 -25-100.0% -$99 清仓
OUNZ VANECK MERK GOLD ETF $00.00%0 -1-100.0% -$45 清仓
SMR NUSCALE PWR CORP $00.00%0 -3-100.0% -$33 清仓
GSBD GOLDMAN SACHS $400.00%4 00.0% — 不变
— CENTRAIS ELECTRICAS $420.00%4 4— $42 新建仓
GIB CGI INC $650.00%1 1— $65 新建仓
MICC MAGNUM ICE $700.00%4 4— $70 新建仓
EHC ENCOMPASS HEALTH $1030.00%1 00.0% — 不变
VSNT VERSANT MEDIA $1080.00%3 00.0% — 不变
PPH VANECK PHARMACEUTICAL $1090.00%1 1— $109 新建仓
LULU LULULEMON ATHLETICA $1140.00%1 00.0% — 不变
PHG KONINKLIJKE PHILIPS $1360.00%5 5— $136 新建仓
NMAX NEWSMAX INC $1740.00%21 00.0% — 不变
BAM BROOKFIELD ASSET $1790.00%4 4— $179 新建仓
ANGX ANGEL STUDIOS $1840.00%50 00.0% — 不变
BHF BRIGHTHOUSE FINANCIAL $1900.00%3 00.0% — 不变
VALE VALE S A $1960.00%13 13— $196 新建仓
BIDU BAIDU INC $2290.00%2 2— $229 新建仓
PBA PEMBINA PIPELINE $2310.00%5 5— $231 新建仓
PAC GRUPO AEROPORTUARIO $2530.00%1 1— $253 新建仓
FMX FOMENTO ECONOMICO $2560.00%2 2— $256 新建仓
EMA EMERA INC $2650.00%5 5— $265 新建仓
TAK TAKEDA PHARMACEUTICAL $2890.00%18 18— $289 新建仓
AMX AMERICA MOVIL $3380.00%13 13— $338 新建仓
FER FERROVIAL NV $3430.00%5 5— $343 新建仓
CL COLGATE-PALMOLIVE $3670.00%4 00.0% — 不变
RTO RENTOKIL INITIAL $3720.00%13 13— $372 新建仓
NMR NOMURA HOLDINGS $3780.00%43 43— $378 新建仓
IX ORIX CORP $3800.00%10 10— $380 新建仓
FTS FORTIS INC $4010.00%7 7— $401 新建仓
VOD VODAFONE GROUP $4100.00%31 31— $410 新建仓
TECK TECK RESOURCES $4160.00%7 7— $416 新建仓
AXIAY AXIA ENERGIA $4220.00%40 40— $422 新建仓
MT ARCELORMITTAL SA $4220.00%7 7— $422 新建仓
— LIBERTY BROADBAND $4320.00%13 13— $432 新建仓
ALC ALCON INC $4700.00%7 7— $470 新建仓
CNQ CANADIAN NATURAL $4740.00%12 12— $474 新建仓
TCOM TRIP COM $4780.00%12 12— $478 新建仓
PCG PG&E CORP $5050.00%30 00.0% — 不变
ERIC ERICSSON TELEPHONE $5130.00%46 46— $513 新建仓
ELF E L F BEAUTY $5180.00%7 -1-12.5% -$74 减仓
KB KB FINANCIAL $5250.00%5 5— $525 新建仓
CWK CUSHMAN & WAKEFIELD $5490.00%41 41— $549 新建仓
HMC HONDA MOTOR $5690.00%21 21— $569 新建仓
YUMC YUM CHINA $5720.00%14 14— $572 新建仓
WAL WESTERN ALLIANCE $5750.00%7 7— $575 新建仓
CNI CANADIAN NATIONAL $5960.00%5 5— $596 新建仓
JD JD.COM INC $6120.00%24 24— $612 新建仓
ZION ZIONS BANCORPORATION $6230.00%9 9— $623 新建仓
— WARNER BROS $6670.00%25 25— $667 新建仓
MFC MANULIFE FINANCIAL $6890.00%17 17— $689 新建仓
WCC WESCO INTL $6910.00%2 2— $691 新建仓
E E N I SPA $7030.00%15 15— $703 新建仓
BUD ANHEUSER BUSCH $7420.00%9 9— $742 新建仓
— FIRST TRUST $7430.00%26 00.0% — 不变
TLN TALEN ENERGY $7690.00%2 2— $769 新建仓
NTES NETEASE INC $7690.00%6 6— $769 新建仓
TEL TE CONNECTIVITY $8060.00%4 4— $806 新建仓
BN BROOKFIELD CORP $8090.00%19 19— $809 新建仓
— US GOLDMINING $8130.00%100 100— $813 新建仓
CCJ CAMECO CORP $8150.00%8 8— $815 新建仓
NGG NATIONAL GRID $8290.00%10 10— $829 新建仓
WCN WASTE CONNECTIONS $8330.00%5 5— $833 新建仓
REXR REXFORD INDUSTRIAL $8380.00%25 25— $838 新建仓
GSK GSK PLC $8390.00%16 16— $839 新建仓
WDAY WORKDAY INC $8570.00%7 7— $857 新建仓
MMS MAXIMUS INC $8600.00%16 00.0% — 不变
TRP TC ENERGY $8620.00%13 13— $862 新建仓
PBR PETROLEO BRASILEIRO $8890.00%55 55— $889 新建仓
HXL HEXCEL CORP NEW $9010.00%9 9— $901 新建仓
ING ING GROEP $9100.00%29 29— $910 新建仓