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 |
|---|---|---|---|---|---|---|---|---|
| SYY | SYSCO CORP | $8.34万 | 0.04% | 1,170 | 1,170 | — | $8.34万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $8.26万 | 0.04% | 840 | 840 | — | $8.26万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $8.26万 | 0.04% | 1,459 | 1,459 | — | $8.26万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $8.09万 | 0.04% | 309 | 309 | — | $8.09万 | 新建仓 |
| NUMG | NUSHARES ETF TR | $7.99万 | 0.04% | 1,944 | 1,944 | — | $7.99万 | 新建仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $7.89万 | 0.04% | 1,227 | 1,227 | — | $7.89万 | 新建仓 |
| FMDE | FIDELITY COVINGTON TRUST | $7.65万 | 0.04% | 2,129 | -237,936 | -99.1% | -$855.42万 | 减仓 |
| GOOGL | ALPHABET INC | $7.08万 | 0.03% | 246 | 246 | — | $7.08万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $6.94万 | 0.03% | 541 | -1,119 | -67.4% | -$14.36万 | 重新持有 |
| MRK | MERCK & CO INC | $6.53万 | 0.03% | 543 | 543 | — | $6.53万 | 新建仓 |
| BKH | BLACK HILLS CORP | $6.52万 | 0.03% | 939 | 939 | — | $6.52万 | 新建仓 |
| CNEQ | THE ALGER ETF TRUST | $6.36万 | 0.03% | 2,043 | 2,043 | — | $6.36万 | 新建仓 |
| ORCL | ORACLE CORP | $6.30万 | 0.03% | 428 | 428 | — | $6.30万 | 新建仓 |
| ITA | ISHARES TR | $6.12万 | 0.03% | 280 | 280 | — | $6.12万 | 新建仓 |
| SHE | SPDR SERIES TRUST | $6.05万 | 0.03% | 474 | 474 | — | $6.05万 | 新建仓 |
| IWD | ISHARES TR | $5.88万 | 0.03% | 275 | 275 | — | $5.88万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $5.71万 | 0.03% | 4,733 | 4,733 | — | $5.71万 | 新建仓 |
| DVY | ISHARES TR | $5.58万 | 0.03% | 368 | 368 | — | $5.58万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $5.38万 | 0.03% | 879 | 879 | — | $5.38万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $5.29万 | 0.03% | 1,153 | -25,609 | -95.7% | -$117.55万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $5.05万 | 0.02% | 756 | 756 | — | $5.05万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $4.70万 | 0.02% | 927 | -4,609 | -83.3% | -$23.36万 | 重新持有 |
| IWR | ISHARES TR | $4.51万 | 0.02% | 464 | 464 | — | $4.51万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $4.48万 | 0.02% | 447 | 447 | — | $4.48万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $4.43万 | 0.02% | 480 | 480 | — | $4.43万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $4.34万 | 0.02% | 553 | 553 | — | $4.34万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $4.22万 | 0.02% | 73 | 73 | — | $4.22万 | 新建仓 |
| MO | ALTRIA GROUP INC | $4.12万 | 0.02% | 624 | 624 | — | $4.12万 | 新建仓 |
| IWM | ISHARES TR | $4.05万 | 0.02% | 163 | 163 | — | $4.05万 | 新建仓 |
| REMX | VANECK ETF TRUST | $3.84万 | 0.02% | 436 | 436 | — | $3.84万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3.76万 | 0.02% | 61 | 61 | — | $3.76万 | 新建仓 |
| BA | BOEING CO | $3.68万 | 0.02% | 185 | 185 | — | $3.68万 | 新建仓 |
| ARKG | ARK ETF TR | $3.66万 | 0.02% | 1,387 | 1,387 | — | $3.66万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3.66万 | 0.02% | 79 | 79 | — | $3.66万 | 新建仓 |
| AGG | ISHARES TR | $3.54万 | 0.02% | 357 | 357 | — | $3.54万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $3.30万 | 0.02% | 671 | 671 | — | $3.30万 | 新建仓 |
| HD | HOME DEPOT INC | $3.29万 | 0.02% | 100 | 100 | — | $3.29万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $3.28万 | 0.02% | 843 | 843 | — | $3.28万 | 新建仓 |
| MCD | MCDONALDS CORP | $3.26万 | 0.02% | 105 | 105 | — | $3.26万 | 新建仓 |
| PICK | ISHARES INC | $3.22万 | 0.02% | 569 | 569 | — | $3.22万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $3.11万 | 0.01% | 122 | 122 | — | $3.11万 | 新建仓 |
| TSLA | TESLA INC | $2.86万 | 0.01% | 77 | 77 | — | $2.86万 | 新建仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $2.77万 | 0.01% | 930 | 930 | — | $2.77万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.75万 | 0.01% | 100 | 100 | — | $2.75万 | 新建仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $2.72万 | 0.01% | 751 | 751 | — | $2.72万 | 新建仓 |
| LOW | LOWES COS INC | $2.67万 | 0.01% | 113 | 113 | — | $2.67万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $2.59万 | 0.01% | 15 | 15 | — | $2.59万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.56万 | 0.01% | 126 | 126 | — | $2.56万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $2.48万 | 0.01% | 431 | 431 | — | $2.48万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $2.46万 | 0.01% | 35 | 35 | — | $2.46万 | 新建仓 |
| — | VANECK ETF TRUST | $2.42万 | 0.01% | 489 | 489 | — | $2.42万 | 新建仓 |
| RBLX | ROBLOX CORP | $2.34万 | 0.01% | 414 | 414 | — | $2.34万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2.32万 | 0.01% | 478 | 478 | — | $2.32万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $2.29万 | 0.01% | 143 | 143 | — | $2.29万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $2.29万 | 0.01% | 46 | 46 | — | $2.29万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.28万 | 0.01% | 888 | 888 | — | $2.28万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.16万 | 0.01% | 89 | 89 | — | $2.16万 | 新建仓 |
| DTCR | GLOBAL X FDS | $2.16万 | 0.01% | 900 | 900 | — | $2.16万 | 新建仓 |
| CCL | CARNIVAL CORP | $2.15万 | 0.01% | 832 | 832 | — | $2.15万 | 新建仓 |
| MTUM | ISHARES TR | $2.14万 | 0.01% | 89 | 89 | — | $2.14万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $2.12万 | 0.01% | 155 | 155 | — | $2.12万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $2.11万 | 0.01% | 574 | 574 | — | $2.11万 | 新建仓 |
| SIL | GLOBAL X FDS | $2.10万 | 0.01% | 234 | 234 | — | $2.10万 | 新建仓 |
| FNV | FRANCO NEV CORP | $2.03万 | 0.01% | 82 | 82 | — | $2.03万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.97万 | 0.01% | 150 | 150 | — | $1.97万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $1.89万 | 0.01% | 535 | 535 | — | $1.89万 | 新建仓 |
| SBUX | STARBUCKS CORP | $1.85万 | 0.01% | 206 | 206 | — | $1.85万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.77万 | 0.01% | 134 | 134 | — | $1.77万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $1.74万 | 0.01% | 399 | 399 | — | $1.74万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.72万 | 0.01% | 357 | 357 | — | $1.72万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $1.68万 | 0.01% | 174 | 174 | — | $1.68万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $1.67万 | 0.01% | 352 | 352 | — | $1.67万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $1.65万 | 0.01% | 1,600 | 1,600 | — | $1.65万 | 新建仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $1.64万 | 0.01% | 254 | 254 | — | $1.64万 | 新建仓 |
| IYY | ISHARES TR | $1.51万 | 0.01% | 96 | 96 | — | $1.51万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1.48万 | 0.01% | 532 | 532 | — | $1.48万 | 新建仓 |
| RPAR | TIDAL TRUST I | $1.38万 | 0.01% | 620 | 620 | — | $1.38万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.38万 | 0.01% | 388 | 388 | — | $1.38万 | 新建仓 |
| SHYG | ISHARES TR | $1.32万 | 0.01% | 313 | 313 | — | $1.32万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $1.32万 | 0.01% | 349 | 349 | — | $1.32万 | 新建仓 |
| BAC | BANK AMERICA CORP | $1.32万 | 0.01% | 270 | 270 | — | $1.32万 | 新建仓 |
| EIX | EDISON INTL | $1.21万 | 0.01% | 165 | 165 | — | $1.21万 | 新建仓 |
| SHEL | SHELL PLC | $1.17万 | 0.01% | 126 | 126 | — | $1.17万 | 新建仓 |
| TGT | TARGET CORP | $1.16万 | 0.01% | 96 | 96 | — | $1.16万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.15万 | 0.01% | 184 | -25,170 | -99.3% | -$157.64万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1.13万 | 0.01% | 102 | 102 | — | $1.13万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $1.11万 | 0.01% | 34 | 34 | — | $1.11万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1.10万 | 0.01% | 614 | 614 | — | $1.10万 | 新建仓 |
| CAT | CATERPILLAR INC | $1.06万 | 0.01% | 15 | 15 | — | $1.06万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.02万 | 0.00% | 85 | 85 | — | $1.02万 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $1.01万 | 0.00% | 174 | 174 | — | $1.01万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $9,802 | 0.00% | 50 | 50 | — | $9,802 | 新建仓 |
| DAL | DELTA AIR LINES INC | $9,640 | 0.00% | 145 | 145 | — | $9,640 | 新建仓 |
| ELMD | ELECTROMED INC | $9,364 | 0.00% | 400 | 400 | — | $9,364 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9,342 | 0.00% | 177 | 177 | — | $9,342 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $9,118 | 0.00% | 283 | 283 | — | $9,118 | 新建仓 |
| IMTM | ISHARES TR | $9,028 | 0.00% | 188 | 188 | — | $9,028 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $8,959 | 0.00% | 203 | 203 | — | $8,959 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $8,722 | 0.00% | 140 | 140 | — | $8,722 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $8,553 | 0.00% | 21 | 21 | — | $8,553 | 新建仓 |