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 |
|---|---|---|---|---|---|---|---|---|
| LIT | GLOBAL X | $277.10万 | 1.15% | 35,398 | 4,045 | 12.9% | $31.66万 | 加仓 |
| FPEI | FIRST TRUST | $299.38万 | 1.24% | 155,197 | -3,213 | -2.0% | -$6.20万 | 减仓 |
| AMGN | AMGEN INC | $303.66万 | 1.26% | 8,386 | 602 | 7.7% | $21.80万 | 加仓 |
| FV | FIRST TRUST | $304.46万 | 1.26% | 40,124 | -4,825 | -10.7% | -$36.61万 | 减仓 |
| XAR | STATE STREER | $314.69万 | 1.31% | 11,089 | 1,080 | 10.8% | $30.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $317.23万 | 1.32% | 74,924 | 4,569 | 6.5% | $19.35万 | 加仓 |
| DUK | DUKE ENERGY | $359.43万 | 1.49% | 28,395 | 1,967 | 7.4% | $24.90万 | 加仓 |
| WMT | WALMART INC | $371.65万 | 1.54% | 32,814 | 2,667 | 8.8% | $30.21万 | 加仓 |
| FLXR | TCW FLEXIBLE | $397.92万 | 1.65% | 101,483 | -45 | -0.0% | -$1,764 | 减仓 |
| MFSB | MFS ACTIVE | $447.91万 | 1.86% | 179,667 | -1,432 | -0.8% | -$3.57万 | 减仓 |
| LLY | ELI LILLY | $506.18万 | 2.10% | 4,220 | 276 | 7.0% | $33.11万 | 加仓 |
| AIRR | FIRST TRUST | $511.43万 | 2.12% | 38,381 | 3,278 | 9.3% | $43.68万 | 加仓 |
| — | FIRST TRUST | $512.91万 | 2.13% | 103,032 | -5,098 | -4.7% | -$25.38万 | 减仓 |
| SOXQ | INVESCO PHLX | $533.09万 | 2.21% | 47,555 | 5,228 | 12.4% | $58.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $557.08万 | 2.31% | 11,665 | 518 | 4.6% | $24.74万 | 加仓 |
| NVDA | NVIDIA CORP | $557.23万 | 2.31% | 27,849 | 1,103 | 4.1% | $22.07万 | 加仓 |
| RDVY | FIRST TRUST | $577.90万 | 2.40% | 71,292 | -1,808 | -2.5% | -$14.66万 | 减仓 |
| JPM | JPMORGAN CHASE | $578.39万 | 2.40% | 17,670 | 1,277 | 7.8% | $41.80万 | 加仓 |
| GOOG | ALPHABET INC | $587.54万 | 2.44% | 16,629 | 342 | 2.1% | $12.08万 | 加仓 |
| FELV | FIDELITY ENHANCED | $640.45万 | 2.66% | 159,753 | -8,726 | -5.2% | -$34.98万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $657.90万 | 2.73% | 8,621 | 342 | 4.1% | $26.10万 | 加仓 |
| FFLG | FIDELITY FUNDAMENTAL | $685.13万 | 2.85% | 197,558 | -10,994 | -5.3% | -$38.13万 | 减仓 |
| AAPL | APPLE INC | $685.93万 | 2.85% | 23,705 | 4,240 | 21.8% | $122.69万 | 加仓 |
| AMZN | AMAZON COM | $813.17万 | 3.38% | 34,118 | 1,915 | 5.9% | $45.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $818.08万 | 3.40% | 21,931 | 1,732 | 8.6% | $64.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $1,011.69万 | 4.20% | 20,218 | 199 | 1.0% | $9.96万 | 加仓 |
| XMHQ | INVESCO S&P | $1,081.45万 | 4.49% | 95,805 | 95,805 | — | $1,081.45万 | 新建仓 |
| MFUS | PIMCO RAFI | $1,238.00万 | 5.14% | 184,309 | -10,231 | -5.3% | -$68.72万 | 减仓 |
| GLD | SPDR GOLD | $1,758.98万 | 7.31% | 47,749 | 700 | 1.5% | $25.79万 | 加仓 |