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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO | $4.88万 | 0.02% | 143 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL | $4.92万 | 0.02% | 164 | 1 | 0.6% | $300 | 加仓 |
| IWR | ISHARES RUSSELL | $5.13万 | 0.02% | 465 | 1 | 0.2% | $110 | 加仓 |
| VTWO | VANGUARD RUSSELL | $5.21万 | 0.02% | 429 | -18 | -4.0% | -$2,186 | 减仓 |
| PHO | INVESCO WATER | $5.22万 | 0.02% | 756 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $5.24万 | 0.02% | 242 | 57 | 30.8% | $1.23万 | 加仓 |
| ITA | ISHARES AEROSPACE | $5.34万 | 0.02% | 220 | -60 | -21.4% | -$1.46万 | 减仓 |
| PHYS | SPROTT PHYSICAL | $5.39万 | 0.02% | 1,785 | 1,785 | — | $5.39万 | 新建仓 |
| VB | VANGUARD SMALL | $5.76万 | 0.02% | 190 | -119 | -38.5% | -$3.61万 | 减仓 |
| DVY | ISHARES SELECT | $5.81万 | 0.02% | 371 | 3 | 0.8% | $469 | 加仓 |
| ADI | ANALOG DEVICES | $5.84万 | 0.02% | 147 | 147 | — | $5.84万 | 新建仓 |
| PTY | PIMCO CORPORATE | $5.87万 | 0.02% | 4,881 | 148 | 3.1% | $1,780 | 加仓 |
| VCRB | VANGUARD CORE | $6.24万 | 0.03% | 808 | -383 | -32.2% | -$2.96万 | 减仓 |
| MRK | MERCK & COMPANY | $6.43万 | 0.03% | 500 | -43 | -7.9% | -$5,526 | 减仓 |
| XLK | STATE STREET | $6.74万 | 0.03% | 354 | 354 | — | $6.74万 | 新建仓 |
| BKH | BLACK HILLS | $7.05万 | 0.03% | 948 | 9 | 1.0% | $669 | 加仓 |
| GH | GUARDANT HEALTH | $7.20万 | 0.03% | 480 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $7.22万 | 0.03% | 493 | 65 | 15.2% | $9,526 | 加仓 |
| SHE | STATE STREET | $7.34万 | 0.03% | 475 | 1 | 0.2% | $154 | 加仓 |
| ARKG | ARK GENOMIC | $7.39万 | 0.03% | 1,757 | 370 | 26.7% | $1.56万 | 加仓 |
| BSX | BOSTON SCIENTIFIC | $7.43万 | 0.03% | 1,741 | 1,741 | — | $7.43万 | 新建仓 |
| AMD | ADVANCED MICRO | $7.78万 | 0.03% | 134 | 8 | 6.3% | $4,647 | 加仓 |
| FNX | FIRST TRUST | $7.94万 | 0.03% | 542 | 1 | 0.2% | $146 | 加仓 |
| NDAQ | NASDAQ INC | $7.96万 | 0.03% | 1,010 | 26 | 2.6% | $2,050 | 加仓 |
| FTSM | FIRST TRUST | $8.68万 | 0.04% | 1,453 | 15 | 1.0% | $896 | 加仓 |
| SPYV | STATE STREET | $8.87万 | 0.04% | 1,460 | 1 | 0.1% | $61 | 加仓 |
| UPS | UNITED PARCEL | $9.03万 | 0.04% | 840 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID | $9.19万 | 0.04% | 300 | -85 | -22.1% | -$2.60万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES | $9.53万 | 0.04% | 817 | -146 | -15.2% | -$1.70万 | 减仓 |
| FMDE | FIDELITY ENHANCED | $9.82万 | 0.04% | 2,421 | 292 | 13.7% | $1.18万 | 加仓 |
| SYY | SYSCO CORP | $10.00万 | 0.04% | 1,196 | 26 | 2.2% | $2,174 | 加仓 |
| USMC | PRINCIPAL US | $10.16万 | 0.04% | 1,370 | 143 | 11.7% | $1.06万 | 加仓 |
| NUMG | NUVEEN ESG | $10.34万 | 0.04% | 2,202 | 258 | 13.3% | $1.21万 | 加仓 |
| LMBS | FIRST TRUST | $11.07万 | 0.05% | 2,223 | 22 | 1.0% | $1,095 | 加仓 |
| MU | MICRON TECHNOLOGY | $11.20万 | 0.05% | 97 | -530 | -84.5% | -$61.18万 | 减仓 |
| OXY | OCCIDENTAL PETROLEUM | $11.21万 | 0.05% | 2,309 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $11.72万 | 0.05% | 648 | -327 | -33.5% | -$5.91万 | 减仓 |
| COST | COSTCO WHOLESALE | $11.79万 | 0.05% | 126 | 26 | 26.0% | $2.43万 | 加仓 |
| ARKQ | ARK AUTONOMOUS | $11.81万 | 0.05% | 893 | -78 | -8.0% | -$1.03万 | 减仓 |
| NUMV | NUVEEN ESG | $12.14万 | 0.05% | 2,791 | 193 | 7.4% | $8,394 | 加仓 |
| DIVO | AMPLIFY CWP | $12.41万 | 0.05% | 2,716 | 0 | 0.0% | — | 不变 |
| CNEQ | ALGER CONCENTRATED | $12.58万 | 0.05% | 3,048 | 1,005 | 49.2% | $4.15万 | 加仓 |
| VOE | VANGUARD MID | $13.04万 | 0.05% | 660 | -226 | -25.5% | -$4.47万 | 减仓 |
| DGRO | ISHARES CORE | $13.46万 | 0.06% | 1,776 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P | $13.78万 | 0.06% | 2,453 | -1 | -0.0% | -$56 | 减仓 |
| VBR | VANGUARD SMALL | $14.92万 | 0.06% | 614 | -214 | -25.8% | -$5.20万 | 减仓 |
| USB | U S BANCORP DE | $15.18万 | 0.06% | 2,514 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $16.52万 | 0.07% | 462 | 216 | 87.8% | $7.73万 | 加仓 |
| ESML | ISHARES ESG | $17.24万 | 0.07% | 3,082 | 157 | 5.4% | $8,780 | 加仓 |
| — | EXXON MOBIL | $18.53万 | 0.08% | 1,355 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE | $19.17万 | 0.08% | 256 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATERIALS | $21.07万 | 0.09% | 714 | 10 | 1.4% | $2,951 | 加仓 |
| ARKK | ARK INNOVATION | $22.24万 | 0.09% | 2,752 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE | $22.34万 | 0.09% | 3,135 | -1,139 | -26.6% | -$8.12万 | 减仓 |
| FRDM | FREEDOM 100 | $22.71万 | 0.09% | 3,116 | 1,302 | 71.8% | $9.49万 | 加仓 |
| CSCO | CISCO SYSTEMS | $25.63万 | 0.11% | 2,182 | 341 | 18.5% | $4.01万 | 加仓 |
| GS | GOLDMAN SACHS | $25.74万 | 0.11% | 254 | 1 | 0.4% | $1,013 | 加仓 |
| RTX | RTX CORP | $25.79万 | 0.11% | 1,359 | -5 | -0.4% | -$949 | 减仓 |
| NUDM | NUVEEN ESG | $27.09万 | 0.11% | 6,770 | 554 | 8.9% | $2.22万 | 加仓 |
| META | META PLATFORMS | $27.26万 | 0.11% | 484 | 73 | 17.8% | $4.11万 | 加仓 |
| PPA | INVESCO AEROSPACE | $28.45万 | 0.12% | 1,610 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG | $29.49万 | 0.12% | 6,313 | 722 | 12.9% | $3.37万 | 加仓 |
| EMLP | FIRST TRUST | $29.77万 | 0.12% | 6,844 | 33 | 0.5% | $1,436 | 加仓 |
| BIV | VANGUARD INTERMEDIATE | $30.32万 | 0.13% | 3,953 | -318 | -7.4% | -$2.44万 | 减仓 |
| V | VISA INC | $36.16万 | 0.15% | 1,054 | 118 | 12.6% | $4.05万 | 加仓 |
| CVS | CVS HEALTH | $38.33万 | 0.16% | 3,705 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $42.73万 | 0.18% | 1,131 | 209 | 22.7% | $7.90万 | 加仓 |
| LMT | LOCKHEED MARTIN | $42.88万 | 0.18% | 842 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P | $44.04万 | 0.18% | 2,009 | -544 | -21.3% | -$11.93万 | 减仓 |
| SCHG | SCHWAB US | $45.70万 | 0.19% | 13,506 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH | $50.44万 | 0.21% | 5,856 | -1,578 | -21.2% | -$13.59万 | 减仓 |
| WEC | WEC ENERGY | $55.87万 | 0.23% | 4,784 | 303 | 6.8% | $3.54万 | 加仓 |
| JGRO | JPMORGAN ACTIVE | $59.78万 | 0.25% | 6,064 | 502 | 9.0% | $4.95万 | 加仓 |
| MPLX | MPLX | $60.48万 | 0.25% | 10,736 | 4 | 0.0% | $225 | 加仓 |
| KO | COCA COLA COMPANY | $77.07万 | 0.32% | 9,483 | 7,470 | 371.1% | $60.71万 | 加仓 |
| FTHI | FIRST TRUST | $91.25万 | 0.38% | 38,259 | 19,777 | 107.0% | $47.17万 | 加仓 |
| JHMM | JOHN HANCOCK | $97.27万 | 0.40% | 12,976 | -847 | -6.1% | -$6.35万 | 减仓 |
| FTQI | FIRST TRUST | $107.40万 | 0.45% | 48,621 | 22,155 | 83.7% | $48.94万 | 加仓 |
| PICK | ISHARES MSCI | $112.61万 | 0.47% | 19,366 | 18,797 | 3,303.5% | $109.30万 | 加仓 |
| XME | STATE STREET | $115.38万 | 0.48% | 10,790 | 1,869 | 21.0% | $19.99万 | 加仓 |
| ARKX | ARK SPACE | $123.74万 | 0.51% | 36,265 | -1,551 | -4.1% | -$5.29万 | 减仓 |
| RDVI | FIRST TRUST | $124.75万 | 0.52% | 42,431 | 19,550 | 85.4% | $57.48万 | 加仓 |
| — | FIRST TRUST | $145.42万 | 0.60% | 38,080 | -7,152 | -15.8% | -$27.31万 | 减仓 |
| VOO | VANGUARD S&P | $148.22万 | 0.62% | 2,158 | -230 | -9.6% | -$15.80万 | 减仓 |
| SPY | STATE STREET | $170.58万 | 0.71% | 2,284 | -425 | -15.7% | -$31.74万 | 减仓 |
| SDVY | FIRST TRUST | $179.26万 | 0.74% | 41,554 | -1,223 | -2.9% | -$5.28万 | 减仓 |
| ARKW | ARK NEXT | $185.53万 | 0.77% | 12,808 | -240 | -1.8% | -$3.48万 | 减仓 |
| GRID | FIRST TRUST | $186.08万 | 0.77% | 9,704 | 18 | 0.2% | $3,452 | 加仓 |
| QQEW | FIRST TRUST | $201.42万 | 0.84% | 12,620 | -273 | -2.1% | -$4.36万 | 减仓 |
| NBOS | NEUBERGER OPTION | $201.42万 | 0.84% | 71,901 | 71,901 | — | $201.42万 | 新建仓 |
| EIPX | FIRST TRUST | $205.92万 | 0.86% | 65,788 | 15,205 | 30.1% | $47.59万 | 加仓 |
| FTCS | FIRST TRUST | $226.12万 | 0.94% | 24,076 | -109 | -0.5% | -$1.02万 | 减仓 |
| XSMO | INVESCO S&P | $232.66万 | 0.97% | 24,849 | -1,307 | -5.0% | -$12.24万 | 减仓 |
| PAVE | GLOBAL X | $249.04万 | 1.03% | 42,268 | -1,933 | -4.4% | -$11.39万 | 减仓 |
| TDIV | FIRST TRUST | $255.00万 | 1.06% | 22,198 | 1,194 | 5.7% | $13.72万 | 加仓 |
| XLI | STATE STREET | $256.58万 | 1.07% | 13,852 | 4,141 | 42.6% | $76.70万 | 加仓 |
| NLR | VANECK URANIUM | $264.55万 | 1.10% | 22,810 | 7,180 | 45.9% | $83.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $266.14万 | 1.11% | 10,479 | 534 | 5.4% | $13.56万 | 加仓 |
| FVD | FIRST TRUST | $269.43万 | 1.12% | 55,922 | -544 | -1.0% | -$2.62万 | 减仓 |
| FDL | FIRST TRUST | $275.03万 | 1.14% | 56,522 | -5,648 | -9.1% | -$27.48万 | 减仓 |