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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES | $9.53万 | 0.04% | 817 | -146 | -15.2% | -$1.70万 | 减仓 |
| VOT | VANGUARD MID | $9.19万 | 0.04% | 300 | -85 | -22.1% | -$2.60万 | 减仓 |
| UPS | UNITED PARCEL | $9.03万 | 0.04% | 840 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET | $8.87万 | 0.04% | 1,460 | 1 | 0.1% | $61 | 加仓 |
| FTSM | FIRST TRUST | $8.68万 | 0.04% | 1,453 | 15 | 1.0% | $896 | 加仓 |
| NDAQ | NASDAQ INC | $7.96万 | 0.03% | 1,010 | 26 | 2.6% | $2,050 | 加仓 |
| FNX | FIRST TRUST | $7.94万 | 0.03% | 542 | 1 | 0.2% | $146 | 加仓 |
| AMD | ADVANCED MICRO | $7.78万 | 0.03% | 134 | 8 | 6.3% | $4,647 | 加仓 |
| BSX | BOSTON SCIENTIFIC | $7.43万 | 0.03% | 1,741 | 1,741 | — | $7.43万 | 新建仓 |
| ARKG | ARK GENOMIC | $7.39万 | 0.03% | 1,757 | 370 | 26.7% | $1.56万 | 加仓 |
| SHE | STATE STREET | $7.34万 | 0.03% | 475 | 1 | 0.2% | $154 | 加仓 |
| ORCL | ORACLE CORP | $7.22万 | 0.03% | 493 | 65 | 15.2% | $9,526 | 加仓 |
| GH | GUARDANT HEALTH | $7.20万 | 0.03% | 480 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS | $7.05万 | 0.03% | 948 | 9 | 1.0% | $669 | 加仓 |
| XLK | STATE STREET | $6.74万 | 0.03% | 354 | 354 | — | $6.74万 | 新建仓 |
| MRK | MERCK & COMPANY | $6.43万 | 0.03% | 500 | -43 | -7.9% | -$5,526 | 减仓 |
| VCRB | VANGUARD CORE | $6.24万 | 0.03% | 808 | -383 | -32.2% | -$2.96万 | 减仓 |
| PTY | PIMCO CORPORATE | $5.87万 | 0.02% | 4,881 | 148 | 3.1% | $1,780 | 加仓 |
| ADI | ANALOG DEVICES | $5.84万 | 0.02% | 147 | 147 | — | $5.84万 | 新建仓 |
| DVY | ISHARES SELECT | $5.81万 | 0.02% | 371 | 3 | 0.8% | $469 | 加仓 |
| VB | VANGUARD SMALL | $5.76万 | 0.02% | 190 | -119 | -38.5% | -$3.61万 | 减仓 |
| PHYS | SPROTT PHYSICAL | $5.39万 | 0.02% | 1,785 | 1,785 | — | $5.39万 | 新建仓 |
| ITA | ISHARES AEROSPACE | $5.34万 | 0.02% | 220 | -60 | -21.4% | -$1.46万 | 减仓 |
| BA | BOEING COMPANY | $5.24万 | 0.02% | 242 | 57 | 30.8% | $1.23万 | 加仓 |
| PHO | INVESCO WATER | $5.22万 | 0.02% | 756 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL | $5.21万 | 0.02% | 429 | -18 | -4.0% | -$2,186 | 减仓 |
| IWR | ISHARES RUSSELL | $5.13万 | 0.02% | 465 | 1 | 0.2% | $110 | 加仓 |
| IWM | ISHARES RUSSELL | $4.92万 | 0.02% | 164 | 1 | 0.6% | $300 | 加仓 |
| PANW | PALO ALTO | $4.88万 | 0.02% | 143 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X | $4.84万 | 0.02% | 629 | 629 | — | $4.84万 | 新建仓 |
| FMB | FIRST TRUST | $4.81万 | 0.02% | 936 | 9 | 1.0% | $462 | 加仓 |
| TSLA | TESLA INC | $4.79万 | 0.02% | 114 | 37 | 48.1% | $1.56万 | 加仓 |
| XNTK | STATE STREET | $4.75万 | 0.02% | 122 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO NASDAQ | $4.55万 | 0.02% | 1,001 | 250 | 33.3% | $1.14万 | 加仓 |
| LOW | LOWES COMPANIES | $4.50万 | 0.02% | 204 | 91 | 80.5% | $2.01万 | 加仓 |
| MO | ALTRIA GROUP | $4.49万 | 0.02% | 624 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P | $4.29万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $4.05万 | 0.02% | 79 | 33 | 71.7% | $1.69万 | 加仓 |
| PWR | QUANTA SERVICES | $4.03万 | 0.02% | 56 | 56 | — | $4.03万 | 新建仓 |
| XLE | STATE STREET | $3.97万 | 0.02% | 747 | -132 | -15.0% | -$7,011 | 减仓 |
| CBSH | COMMERCE BANCSHARES | $3.89万 | 0.02% | 674 | 3 | 0.4% | $173 | 加仓 |
| REMX | VANECK RARE | $3.86万 | 0.02% | 436 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $3.63万 | 0.02% | 355 | 149 | 72.3% | $1.52万 | 加仓 |
| MCD | MCDONALDS CORP | $3.60万 | 0.01% | 133 | 28 | 26.7% | $7,569 | 加仓 |
| GE | GE AEROSPACE | $3.59万 | 0.01% | 96 | 96 | — | $3.59万 | 新建仓 |
| KIE | STATE STREET | $3.53万 | 0.01% | 579 | -1,594 | -73.4% | -$9.72万 | 减仓 |
| HD | HOME DEPOT | $3.53万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| HBM | HUDBAY MINERALS | $3.39万 | 0.01% | 1,437 | 1,437 | — | $3.39万 | 新建仓 |
| RCL | ROYAL CARIBBEAN | $3.27万 | 0.01% | 103 | 3 | 3.0% | $953 | 加仓 |
| CVX | CHEVRON CORP | $3.27万 | 0.01% | 197 | 197 | — | $3.27万 | 新建仓 |
| XLU | STATE STREET | $3.14万 | 0.01% | 693 | -460 | -39.9% | -$2.09万 | 减仓 |
| CMI | CUMMINS INC | $3.14万 | 0.01% | 44 | 44 | — | $3.14万 | 新建仓 |
| CGCV | CAPITAL GROUP | $3.05万 | 0.01% | 930 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS | $3.00万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS | $2.93万 | 0.01% | 534 | 2 | 0.4% | $110 | 加仓 |
| COHR | COHERENT CORP | $2.88万 | 0.01% | 73 | 63 | 630.0% | $2.49万 | 加仓 |
| BLK | BLACKROCK FDG | $2.79万 | 0.01% | 29 | 29 | — | $2.79万 | 新建仓 |
| TOL | TOLL BROTHERS | $2.76万 | 0.01% | 168 | 13 | 8.4% | $2,136 | 加仓 |
| DTCR | GLOBAL X | $2.73万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING | $2.73万 | 0.01% | 743 | 743 | — | $2.73万 | 新建仓 |
| APH | AMPHENOL CORP | $2.68万 | 0.01% | 152 | 152 | — | $2.68万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $2.64万 | 0.01% | 27 | 27 | — | $2.64万 | 新建仓 |
| SCHX | SCHWAB US | $2.61万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS | $2.59万 | 0.01% | 92 | 3 | 3.4% | $844 | 加仓 |
| MELI | MERCADOLIBRE INC | $2.55万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2.54万 | 0.01% | 888 | 888 | — | $2.54万 | 新建仓 |
| PLD | PROLOGIS INC | $2.51万 | 0.01% | 185 | 185 | — | $2.51万 | 新建仓 |
| SIMO | SILICON MOTION | $2.51万 | 0.01% | 75 | 30 | 66.7% | $1.00万 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL | $2.49万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL | $2.35万 | 0.01% | 87 | 87 | — | $2.35万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY | $2.31万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| — | VANECK OIL | $2.25万 | 0.01% | 489 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $2.25万 | 0.01% | 414 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD | $2.23万 | 0.01% | 946 | 946 | — | $2.23万 | 新建仓 |
| DIS | WALT DISNEY | $2.22万 | 0.01% | 231 | 181 | 362.0% | $1.74万 | 加仓 |
| CB | CHUBB LTD | $2.22万 | 0.01% | 65 | 31 | 91.2% | $1.06万 | 加仓 |
| CEG | CONSTELLATION ENERGY | $2.11万 | 0.01% | 85 | 85 | — | $2.11万 | 新建仓 |
| AEP | AMERICAN ELECTRIC | $2.05万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS | $2.05万 | 0.01% | 135 | 135 | — | $2.05万 | 新建仓 |
| PNC | PNC FINANCIAL | $1.95万 | 0.01% | 79 | 79 | — | $1.95万 | 新建仓 |
| CAT | CATERPILLAR INC | $1.92万 | 0.01% | 18 | 3 | 20.0% | $3,201 | 加仓 |
| KMB | KIMBERLY CLARK | $1.91万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $1.91万 | 0.01% | 64 | 64 | — | $1.91万 | 新建仓 |
| PSX | PHILLIPS 66 | $1.89万 | 0.01% | 112 | 112 | — | $1.89万 | 新建仓 |
| FAST | FASTENAL CO | $1.88万 | 0.01% | 391 | 391 | — | $1.88万 | 新建仓 |
| WPM | WHEATON PRECIOUS | $1.82万 | 0.01% | 162 | 162 | — | $1.82万 | 新建仓 |
| DAL | DELTA AIRLINES | $1.81万 | 0.01% | 193 | 48 | 33.1% | $4,504 | 加仓 |
| SIL | GLOBAL X | $1.81万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO NEXT | $1.81万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEVADA | $1.80万 | 0.01% | 86 | 4 | 4.9% | $836 | 加仓 |
| COP | CONOCOPHILLIPS | $1.79万 | 0.01% | 172 | 38 | 28.4% | $3,948 | 加仓 |
| BAC | BANK AMERICA | $1.78万 | 0.01% | 312 | 42 | 15.6% | $2,393 | 加仓 |
| STRL | 9STERLING INFRASTRUCTURE | $1.76万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TRUST | $1.76万 | 0.01% | 404 | 5 | 1.3% | $218 | 加仓 |
| IYY | ISHARES DOW | $1.75万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT | $1.73万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC | $1.69万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS | $1.66万 | 0.01% | 40 | 40 | — | $1.66万 | 新建仓 |
| CIBR | FIRST TRUST | $1.65万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY | $1.57万 | 0.01% | 257 | 3 | 1.2% | $183 | 加仓 |