MARSHALL INVESTMENT MANAGEMENT, LLC
LITTLETON CO · SEC CIK 0002022427
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SANM | SANMINA CORP | $2,784 | 0.00% | 11 | 11 | — | $2,784 | 新建仓 |
| SEIC | SEI INVESTMENTS | $2,894 | 0.00% | 33 | 33 | — | $2,894 | 新建仓 |
| IQV | IQVIA HOLDINGS | $2,898 | 0.00% | 15 | 15 | — | $2,898 | 新建仓 |
| ICE | INTERCONTINENTAL EXCH | $2,955 | 0.00% | 24 | 24 | — | $2,955 | 新建仓 |
| HWM | HOWMET AEROSPACE | $2,957 | 0.00% | 11 | 11 | — | $2,957 | 新建仓 |
| AIG | AMERICAN INTL | $2,981 | 0.00% | 40 | 40 | — | $2,981 | 新建仓 |
| RSG | REPUBLIC SERVICES | $2,983 | 0.00% | 14 | 14 | — | $2,983 | 新建仓 |
| COF | CAPITAL ONE | $3,009 | 0.00% | 15 | 15 | — | $3,009 | 新建仓 |
| AMH | AMERICAN HOMES | $3,017 | 0.00% | 90 | 90 | — | $3,017 | 新建仓 |
| CW | CURTISS WRIGHT CORP DE | $3,031 | 0.00% | 4 | 4 | — | $3,031 | 新建仓 |
| — | INVESCO S&P | $3,033 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE | $3,042 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $3,050 | 0.00% | 46 | 46 | — | $3,050 | 新建仓 |
| BHP | BHP GROUP | $3,082 | 0.00% | 37 | 37 | — | $3,082 | 新建仓 |
| MTB | M&T BANK | $3,094 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TRUST | $3,120 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS | $3,136 | 0.00% | 12 | 12 | — | $3,136 | 新建仓 |
| SCHW | SCHWAB CHARLES | $3,137 | 0.00% | 34 | 34 | — | $3,137 | 新建仓 |
| QCOM | QUALCOMM INC | $3,141 | 0.00% | 17 | 17 | — | $3,141 | 新建仓 |
| DE | DEERE & CO | $3,172 | 0.00% | 5 | 5 | — | $3,172 | 新建仓 |
| MET | METLIFE INC | $3,215 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION | $3,363 | 0.00% | 377 | 277 | 277.0% | $2,471 | 加仓 |
| KHC | KRAFT HEINZ | $3,378 | 0.00% | 143 | -227 | -61.4% | -$5,362 | 减仓 |
| CDNS | CADENCE DESIGN | $3,378 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CURB | CURBLINE PROPERTIES | $3,435 | 0.00% | 113 | 113 | — | $3,435 | 新建仓 |
| GEV | GE VERNOVA | $3,525 | 0.00% | 3 | 3 | — | $3,525 | 新建仓 |
| ALLY | ALLY FINANCIAL | $3,584 | 0.00% | 78 | 78 | — | $3,584 | 新建仓 |
| EXPD | EXPEDITORS INTL | $3,586 | 0.00% | 22 | 22 | — | $3,586 | 新建仓 |
| AZN | ASTRAZENECA PLC | $3,603 | 0.00% | 19 | 19 | — | $3,603 | 新建仓 |
| HSBC | HSBC HOLDINGS | $3,613 | 0.00% | 38 | 38 | — | $3,613 | 新建仓 |
| XMMO | INVESCO S&P | $3,743 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $3,803 | 0.00% | 44 | 44 | — | $3,803 | 新建仓 |
| LNT | ALLIANT ENERGY | $3,815 | 0.00% | 50 | 50 | — | $3,815 | 新建仓 |
| VICI | VICI PROPERTIES | $3,823 | 0.00% | 144 | 144 | — | $3,823 | 新建仓 |
| MAS | MASCO CORP | $3,824 | 0.00% | 47 | 47 | — | $3,824 | 新建仓 |
| ELV | ELEVANCE HEALTH | $3,867 | 0.00% | 10 | 10 | — | $3,867 | 新建仓 |
| ZTS | ZOETIS INC | $3,880 | 0.00% | 54 | 54 | — | $3,880 | 新建仓 |
| CTVA | CORTEVA INC | $3,896 | 0.00% | 46 | 46 | — | $3,896 | 新建仓 |
| O | REALTY INCOME | $3,903 | 0.00% | 63 | 63 | — | $3,903 | 新建仓 |
| KDP | KEURIG DR | $3,960 | 0.00% | 121 | 121 | — | $3,960 | 新建仓 |
| BNL | BROADSTONE NET | $3,969 | 0.00% | 192 | 192 | — | $3,969 | 新建仓 |
| CMCSA | COMCAST CORP | $4,076 | 0.00% | 166 | 70 | 72.9% | $1,719 | 加仓 |
| MPWR | MONOLITHIC POWER | $4,147 | 0.00% | 3 | 3 | — | $4,147 | 新建仓 |
| ABNB | AIRBNB INC | $4,150 | 0.00% | 29 | 29 | — | $4,150 | 新建仓 |
| FCNCA | FIRST CITIZENS | $4,162 | 0.00% | 2 | 2 | — | $4,162 | 新建仓 |
| HUBB | HUBBELL INC | $4,186 | 0.00% | 8 | 8 | — | $4,186 | 新建仓 |
| C | CITIGROUP INC | $4,199 | 0.00% | 30 | 30 | — | $4,199 | 新建仓 |
| ADSK | AUTODESK INC | $4,277 | 0.00% | 22 | 22 | — | $4,277 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $4,313 | 0.00% | 143 | 143 | — | $4,313 | 新建仓 |
| REGN | REGENERON PHARMACEUTICAL | $4,365 | 0.00% | 7 | 7 | — | $4,365 | 新建仓 |
| — | FIRST TRUST | $4,407 | 0.00% | 278 | -336 | -54.7% | -$5,326 | 减仓 |
| AMT | AMERICAN TOWER | $4,416 | 0.00% | 27 | 27 | — | $4,416 | 新建仓 |
| BURL | BURLINGTON STORES | $4,435 | 0.00% | 14 | 14 | — | $4,435 | 新建仓 |
| BRX | BRIXMOR PROPERTY | $4,446 | 0.00% | 141 | 141 | — | $4,446 | 新建仓 |
| AXON | AXON ENTERPRISE | $4,485 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $4,547 | 0.00% | 2 | 2 | — | $4,547 | 新建仓 |
| TM | TOYOTA MOTOR | $4,548 | 0.00% | 27 | 16 | 145.5% | $2,695 | 加仓 |
| RY | ROYAL BANK | $4,553 | 0.00% | 22 | 22 | — | $4,553 | 新建仓 |
| AUR | AURORA INNOVATION | $4,631 | 0.00% | 679 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PROPERTY | $4,665 | 0.00% | 16 | 16 | — | $4,665 | 新建仓 |
| TRGP | TARGA RESOURCES | $4,827 | 0.00% | 18 | 18 | — | $4,827 | 新建仓 |
| MGNR | AMERICAN BEACON | $4,865 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $4,885 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK | $4,938 | 0.00% | 103 | 103 | — | $4,938 | 新建仓 |
| QQQ | INVESCO QQQ | $5,155 | 0.00% | 7 | -66 | -90.4% | -$4.86万 | 减仓 |
| DLR | DIGITAL REALTY | $5,208 | 0.00% | 29 | 29 | — | $5,208 | 新建仓 |
| — | AVALONBAY COMMNTYS | $5,283 | 0.00% | 28 | 28 | — | $5,283 | 新建仓 |
| PRU | PRUDENTIAL FINANCIAL | $5,289 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY | $5,368 | 0.00% | 24 | 24 | — | $5,368 | 新建仓 |
| CUBE | CUBESMART | $5,409 | 0.00% | 136 | 136 | — | $5,409 | 新建仓 |
| SHW | SHERWIN WILLIAMS | $5,853 | 0.00% | 17 | 17 | — | $5,853 | 新建仓 |
| APD | AIR PRODUCTS | $5,864 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING | $5,968 | 0.00% | 3 | 3 | — | $5,968 | 新建仓 |
| FDS | FACTSET RESEARCH | $5,981 | 0.00% | 26 | 26 | — | $5,981 | 新建仓 |
| ANET | ARISTA NETWORKS | $6,116 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY | $6,256 | 0.00% | 21 | 21 | — | $6,256 | 新建仓 |
| CRM | SALESFORCE INC | $6,423 | 0.00% | 41 | 41 | — | $6,423 | 新建仓 |
| FTSL | FIRST TRUST | $6,512 | 0.00% | 146 | 3 | 2.1% | $134 | 加仓 |
| INTU | INTUIT INC | $6,786 | 0.00% | 26 | 26 | — | $6,786 | 新建仓 |
| PEP | PEPSICO INC | $7,041 | 0.00% | 52 | 52 | — | $7,041 | 新建仓 |
| EQIX | EQUINIX INC | $7,297 | 0.00% | 7 | 7 | — | $7,297 | 新建仓 |
| NET | CLOUDFLARE INC | $7,358 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS | $7,451 | 0.00% | 15 | 15 | — | $7,451 | 新建仓 |
| ACN | ACCENTURE PLC | $7,591 | 0.00% | 61 | 61 | — | $7,591 | 新建仓 |
| SHOP | SHOPIFY INC | $7,764 | 0.00% | 68 | 68 | — | $7,764 | 新建仓 |
| QSR | RESTAURANT BRANDS | $7,976 | 0.00% | 110 | 5 | 4.8% | $363 | 加仓 |
| NVS | NOVARTIS AG | $7,993 | 0.00% | 51 | 51 | — | $7,993 | 新建仓 |
| PEG | PUBLIC SERVICE | $8,116 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $8,161 | 0.00% | 83 | 83 | — | $8,161 | 新建仓 |
| PG | PROCTER & GAMBLE | $8,505 | 0.00% | 58 | 58 | — | $8,505 | 新建仓 |
| ONEQ | FIDELITY NASDAQ | $8,509 | 0.00% | 82 | -12 | -12.8% | -$1,245 | 减仓 |
| CMP | COMPASS MNRLS | $8,561 | 0.00% | 275 | 100 | 57.1% | $3,113 | 加仓 |
| VRT | VERTIV HOLDINGS | $8,706 | 0.00% | 26 | 2 | 8.3% | $670 | 加仓 |
| TD | TORONTO DOMINION | $8,743 | 0.00% | 72 | 34 | 89.5% | $4,129 | 加仓 |
| SPMO | INVESCO S&P | $8,896 | 0.00% | 55 | 55 | — | $8,896 | 新建仓 |
| — | NUVEEN REAL | $9,187 | 0.00% | 1,090 | 24 | 2.3% | $202 | 加仓 |
| GD | GENERAL DYNAMICS | $9,210 | 0.00% | 26 | 26 | — | $9,210 | 新建仓 |
| NEE | NEXTERA ENERGY | $9,303 | 0.00% | 106 | 106 | — | $9,303 | 新建仓 |
| SPGI | S&P GLOBAL | $9,367 | 0.00% | 23 | 23 | — | $9,367 | 新建仓 |
| FISV | FISERV INC | $9,467 | 0.00% | 193 | 53 | 37.9% | $2,600 | 加仓 |