MARSHALL INVESTMENT MANAGEMENT, LLC
LITTLETON CO · SEC CIK 0002022427
$2.08亿2026Q1 申报市值
274持仓数
41.9%前十大占比 · 第一大 9.7%
197 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RPV 新建仓+$1,033.30万
FELV 新建仓+$588.16万
FIRST TR EXCHANG 新建仓+$403.85万
FLXR 新建仓+$398.70万
TSM 加仓+$289.77万
2026Q1 卖出最多 按季末市值估算
CGGR 清仓-$866.49万
FMDE 减仓-$855.42万
SPY 减仓-$324.72万
META 减仓-$261.12万
FFLG 减仓-$219.82万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $2,024.47万 | 9.71% | 47,049 | -1,363 | -2.8% | -$58.65万 | 减仓 |
| MFUS | PIMCO EQUITY SER | $1,136.17万 | 5.45% | 194,540 | 40,906 | 26.6% | $238.90万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $1,033.30万 | 4.96% | 96,219 | 96,219 | — | $1,033.30万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $959.31万 | 4.60% | 20,019 | 1,616 | 8.8% | $77.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $747.72万 | 3.59% | 20,199 | 1,631 | 8.8% | $60.38万 | 加仓 |
| AMZN | AMAZON COM INC | $670.69万 | 3.22% | 32,203 | 2,524 | 8.5% | $52.57万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $588.16万 | 2.82% | 168,479 | 168,479 | — | $588.16万 | 新建仓 |
| FFLG | FIDELITY COVINGTON TRUST | $579.98万 | 2.78% | 208,552 | -79,045 | -27.5% | -$219.82万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $499.13万 | 2.39% | 73,100 | 6,131 | 9.2% | $41.86万 | 加仓 |
| AAPL | APPLE INC | $494.00万 | 2.37% | 19,465 | 533 | 2.8% | $13.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $482.23万 | 2.31% | 16,393 | 941 | 6.1% | $27.68万 | 加仓 |
| GOOG | ALPHABET INC | $467.20万 | 2.24% | 16,287 | -78 | -0.5% | -$2.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $466.45万 | 2.24% | 26,746 | 855 | 3.3% | $14.91万 | 加仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $450.76万 | 2.16% | 181,099 | 5,725 | 3.3% | $14.25万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $403.85万 | 1.94% | 108,130 | 108,130 | — | $403.85万 | 新建仓 |
| FLXR | TCW ETF TRUST | $398.70万 | 1.91% | 101,528 | 101,528 | — | $398.70万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $388.87万 | 1.87% | 35,103 | -973 | -2.7% | -$10.78万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $376.73万 | 1.81% | 11,147 | 8,574 | 333.2% | $289.77万 | 加仓 |
| WMT | WALMART INC | $374.67万 | 1.80% | 30,147 | 844 | 2.9% | $10.49万 | 加仓 |
| LLY | ELI LILLY & CO | $362.77万 | 1.74% | 3,944 | 161 | 4.3% | $14.81万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $353.18万 | 1.69% | 70,355 | 4,127 | 6.2% | $20.72万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $346.05万 | 1.66% | 26,428 | 1,833 | 7.5% | $24.00万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $323.22万 | 1.55% | 8,279 | 721 | 9.5% | $28.15万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $315.82万 | 1.51% | 62,170 | 16,324 | 35.6% | $82.93万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $300.98万 | 1.44% | 158,410 | 14,496 | 10.1% | $27.54万 | 加仓 |
| AMGN | AMGEN INC | $273.88万 | 1.31% | 7,784 | 350 | 4.7% | $12.31万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $271.66万 | 1.30% | 44,949 | -15 | -0.0% | -$907 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $265.56万 | 1.27% | 56,466 | -269 | -0.5% | -$1.27万 | 减仓 |
| XAR | SPDR SERIES TRUST | $254.20万 | 1.22% | 10,009 | -1,542 | -13.3% | -$39.16万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $252.69万 | 1.21% | 42,327 | -4,454 | -9.5% | -$26.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $243.09万 | 1.17% | 9,945 | 109 | 1.1% | $2.66万 | 加仓 |
| LIT | GLOBAL X FDS | $233.11万 | 1.12% | 31,353 | -4,025 | -11.4% | -$29.93万 | 减仓 |
| PAVE | GLOBAL X FDS | $224.59万 | 1.08% | 44,201 | 2,818 | 6.8% | $14.32万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $224.34万 | 1.08% | 24,185 | -212 | -0.9% | -$1.97万 | 减仓 |
| NLR | VANECK ETF TRUST | $208.17万 | 1.00% | 15,630 | -1,378 | -8.1% | -$18.35万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $198.84万 | 0.95% | 26,156 | -1,110 | -4.1% | -$8.44万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $196.72万 | 0.94% | 21,004 | 1,917 | 10.0% | $17.95万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $176.14万 | 0.84% | 2,709 | -4,994 | -64.8% | -$324.72万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $168.67万 | 0.81% | 42,777 | 2,665 | 6.6% | $10.51万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $163.71万 | 0.79% | 12,893 | -269 | -2.0% | -$3.42万 | 减仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $162.67万 | 0.78% | 50,583 | 2,932 | 6.2% | $9.43万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $158.45万 | 0.76% | 9,686 | 868 | 9.8% | $14.20万 | 加仓 |
| ARKW | ARK ETF TR | $157.37万 | 0.75% | 13,048 | -6,043 | -31.7% | -$72.88万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $157.06万 | 0.75% | 9,711 | -1,120 | -10.3% | -$18.11万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $155.40万 | 0.75% | 45,232 | 3,423 | 8.2% | $11.76万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $142.70万 | 0.68% | 2,388 | 99 | 4.3% | $5.92万 | 加仓 |
| ARKX | ARK ETF TR | $110.99万 | 0.53% | 37,816 | 3,145 | 9.1% | $9.23万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $102.38万 | 0.49% | 22,898 | 22,898 | — | $102.38万 | 新建仓 |
| XME | SPDR SERIES TRUST | $96.36万 | 0.46% | 8,921 | 2,226 | 33.2% | $24.04万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $92.78万 | 0.45% | 13,823 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $68.61万 | 0.33% | 6,653 | 430 | 6.9% | $4.43万 | 加仓 |
| MPLX | MPLX LP | $61.25万 | 0.29% | 10,732 | 204 | 1.9% | $1.16万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $58.46万 | 0.28% | 22,881 | 61 | 0.3% | $1,559 | 加仓 |
| VUG | VANGUARD INDEX FDS | $54.12万 | 0.26% | 1,239 | 314 | 33.9% | $13.72万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $52.72万 | 0.25% | 26,466 | 4,521 | 20.6% | $9.01万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $52.03万 | 0.25% | 2,553 | 520 | 25.6% | $10.60万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $51.87万 | 0.25% | 4,481 | 37 | 0.8% | $4,283 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $50.87万 | 0.24% | 842 | 6 | 0.7% | $3,625 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $47.01万 | 0.23% | 5,562 | 55 | 1.0% | $4,649 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $42.42万 | 0.20% | 18,482 | 35 | 0.2% | $803 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.34万 | 0.19% | 13,506 | -153 | -1.1% | -$4,457 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $32.96万 | 0.16% | 4,271 | 340 | 8.6% | $2.62万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $29.74万 | 0.14% | 6,811 | 31 | 0.5% | $1,354 | 加仓 |
| AVGO | BROADCOM INC | $28.54万 | 0.14% | 922 | 88 | 10.6% | $2.72万 | 加仓 |
| V | VISA INC | $28.29万 | 0.14% | 936 | 65 | 7.5% | $1.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.39万 | 0.13% | 4,274 | 936 | 28.0% | $6.00万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $26.68万 | 0.13% | 1,610 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $26.61万 | 0.13% | 3,705 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.30万 | 0.13% | 1,364 | 20 | 1.5% | $3,857 | 加仓 |
| — | ISHARES TR | $25.89万 | 0.12% | 5,591 | 46 | 0.8% | $2,130 | 加仓 |
| META | META PLATFORMS INC | $23.51万 | 0.11% | 411 | -4,564 | -91.7% | -$261.12万 | 减仓 |
| — | EXXON MOBIL CORP | $22.98万 | 0.11% | 1,355 | 1,355 | — | $22.98万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $22.45万 | 0.11% | 6,216 | 46 | 0.7% | $1,661 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.43万 | 0.10% | 253 | -1 | -0.4% | -$847 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $21.18万 | 0.10% | 627 | 627 | — | $21.18万 | 新建仓 |
| VMC | VULCAN MATLS CO | $19.17万 | 0.09% | 704 | 2 | 0.3% | $544 | 加仓 |
| ARKK | ARK ETF TR | $18.60万 | 0.09% | 2,752 | 8 | 0.3% | $541 | 加仓 |
| VBR | VANGUARD INDEX FDS | $17.99万 | 0.09% | 828 | 828 | — | $17.99万 | 新建仓 |
| IVV | ISHARES TR | $16.72万 | 0.08% | 256 | 256 | — | $16.72万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $16.33万 | 0.08% | 886 | 886 | — | $16.33万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $16.11万 | 0.08% | 975 | 975 | — | $16.11万 | 新建仓 |
| KO | COCA COLA CO | $15.31万 | 0.07% | 2,013 | 2,013 | — | $15.31万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $15.01万 | 0.07% | 2,309 | 2,309 | — | $15.01万 | 新建仓 |
| CSCO | CISCO SYS INC | $14.29万 | 0.07% | 1,841 | 1,841 | — | $14.29万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $14.09万 | 0.07% | 963 | -258 | -21.1% | -$3.77万 | 重新持有 |
| ESML | ISHARES TR | $13.76万 | 0.07% | 2,925 | 2,925 | — | $13.76万 | 新建仓 |
| USB | US BANCORP | $13.08万 | 0.06% | 2,514 | 2,514 | — | $13.08万 | 新建仓 |
| NOBL | PROSHARES TR | $13.00万 | 0.06% | 1,227 | 1,227 | — | $13.00万 | 新建仓 |
| DGRO | ISHARES TR | $12.46万 | 0.06% | 1,776 | 1,776 | — | $12.46万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $12.18万 | 0.06% | 2,716 | 2,716 | — | $12.18万 | 新建仓 |
| KIE | SPDR SERIES TRUST | $11.95万 | 0.06% | 2,173 | -5,767 | -72.6% | -$31.72万 | 重新持有 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $10.96万 | 0.05% | 2,201 | 2,201 | — | $10.96万 | 新建仓 |
| ARKQ | ARK ETF TR | $10.92万 | 0.05% | 971 | 971 | — | $10.92万 | 新建仓 |
| NUMV | NUSHARES ETF TR | $10.07万 | 0.05% | 2,598 | 2,598 | — | $10.07万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9.96万 | 0.05% | 100 | 100 | — | $9.96万 | 新建仓 |
| FRDM | EA SERIES TRUST | $9.91万 | 0.05% | 1,814 | 1,814 | — | $9.91万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $9.91万 | 0.05% | 385 | 385 | — | $9.91万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $9.22万 | 0.04% | 1,191 | 1,191 | — | $9.22万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $8.60万 | 0.04% | 1,438 | 1,438 | — | $8.60万 | 新建仓 |
| NDAQ | NASDAQ INC | $8.36万 | 0.04% | 984 | 984 | — | $8.36万 | 新建仓 |