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 |
|---|---|---|---|---|---|---|---|---|
| KHC | KRAFT HEINZ CO | $8,313 | 0.00% | 370 | 370 | — | $8,313 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $8,095 | 0.00% | 100 | 100 | — | $8,095 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $8,012 | 0.00% | 94 | 94 | — | $8,012 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $7,979 | 0.00% | 85 | 85 | — | $7,979 | 新建仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $7,951 | 0.00% | 1,066 | 1,066 | — | $7,951 | 新建仓 |
| FISV | FISERV INC | $7,812 | 0.00% | 140 | 140 | — | $7,812 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $7,759 | 0.00% | 105 | 105 | — | $7,759 | 新建仓 |
| DAPP | VANECK ETF TRUST | $7,311 | 0.00% | 490 | 490 | — | $7,311 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $7,182 | 0.00% | 27 | 27 | — | $7,182 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $6,418 | 0.00% | 143 | 143 | — | $6,418 | 新建仓 |
| BP | BP PLC | $6,381 | 0.00% | 136 | 136 | — | $6,381 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $6,285 | 0.00% | 78 | 78 | — | $6,285 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,270 | 0.00% | 116 | 116 | — | $6,270 | 新建仓 |
| NET | CLOUDFLARE INC | $6,190 | 0.00% | 30 | 30 | — | $6,190 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $6,014 | 0.00% | 24 | 24 | — | $6,014 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5,810 | 0.00% | 20 | 20 | — | $5,810 | 新建仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $5,168 | 0.00% | 100 | 100 | — | $5,168 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $5,061 | 0.00% | 45 | 45 | — | $5,061 | 新建仓 |
| DIS | DISNEY WALT CO | $4,819 | 0.00% | 50 | 50 | — | $4,819 | 新建仓 |
| URA | GLOBAL X FDS | $4,797 | 0.00% | 99 | 99 | — | $4,797 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $4,787 | 0.00% | 49 | 49 | — | $4,787 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $4,701 | 0.00% | 93 | 93 | — | $4,701 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $4,672 | 0.00% | 94 | 94 | — | $4,672 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $4,420 | 0.00% | 36 | 36 | — | $4,420 | 新建仓 |
| CMP | COMPASS MINERALS INTL INC | $4,086 | 0.00% | 175 | 175 | — | $4,086 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $3,622 | 0.00% | 22 | 22 | — | $3,622 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $3,546 | 0.00% | 38 | 38 | — | $3,546 | 新建仓 |
| GTLB | GITLAB INC | $3,462 | 0.00% | 160 | 160 | — | $3,462 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $3,398 | 0.00% | 8 | 8 | — | $3,398 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $3,395 | 0.00% | 142 | 142 | — | $3,395 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $3,190 | 0.00% | 22 | 22 | — | $3,190 | 新建仓 |
| — | VANECK ETF TRUST | $3,073 | 0.00% | 168 | 168 | — | $3,073 | 新建仓 |
| AUR | AURORA INNOVATION INC | $2,797 | 0.00% | 679 | 679 | — | $2,797 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $2,756 | 0.00% | 96 | 96 | — | $2,756 | 新建仓 |
| MTB | M & T BK CORP | $2,687 | 0.00% | 13 | 13 | — | $2,687 | 新建仓 |
| MET | METLIFE INC | $2,687 | 0.00% | 38 | 38 | — | $2,687 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $2,683 | 0.00% | 93 | 93 | — | $2,683 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2,576 | 0.00% | 47 | 47 | — | $2,576 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,501 | 0.00% | 9 | 9 | — | $2,501 | 新建仓 |
| ADBE | ADOBE INC | $2,431 | 0.00% | 10 | 10 | — | $2,431 | 新建仓 |
| COHR | COHERENT CORP | $2,382 | 0.00% | 10 | 10 | — | $2,382 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $2,376 | 0.00% | 25 | 25 | — | $2,376 | 新建仓 |
| SERV | SERVE ROBOTICS INC | $2,296 | 0.00% | 272 | 272 | — | $2,296 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $2,267 | 0.00% | 11 | 11 | — | $2,267 | 新建仓 |
| IVW | ISHARES TR | $2,262 | 0.00% | 20 | 20 | — | $2,262 | 新建仓 |
| CBLL | CERIBELL INC | $2,163 | 0.00% | 118 | 118 | — | $2,163 | 新建仓 |
| DUOL | DUOLINGO INC | $2,070 | 0.00% | 21 | 21 | — | $2,070 | 新建仓 |
| TEM | TEMPUS AI INC | $1,990 | 0.00% | 44 | 44 | — | $1,990 | 新建仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $1,714 | 0.00% | 15 | 15 | — | $1,714 | 新建仓 |
| NOW | SERVICENOW INC | $1,568 | 0.00% | 15 | 15 | — | $1,568 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $1,504 | 0.00% | 5 | 5 | — | $1,504 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $1,359 | 0.00% | 30 | 30 | — | $1,359 | 新建仓 |
| BWA | BORGWARNER INC | $1,357 | 0.00% | 25 | 25 | — | $1,357 | 新建仓 |
| S | SENTINELONE INC | $1,314 | 0.00% | 102 | 102 | — | $1,314 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1,079 | 0.00% | 15 | 15 | — | $1,079 | 新建仓 |
| MMS | MAXIMUS INC | $1,026 | 0.00% | 16 | 16 | — | $1,026 | 新建仓 |
| NFLX | NETFLIX INC. | $962 | 0.00% | 10 | 10 | — | $962 | 新建仓 |
| JOBY | JOBY AVIATION INC | $826 | 0.00% | 100 | 100 | — | $826 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $760 | 0.00% | 26 | 26 | — | $760 | 新建仓 |
| PCG | PG&E CORP | $527 | 0.00% | 30 | 30 | — | $527 | 新建仓 |
| ELF | E L F BEAUTY INC | $484 | 0.00% | 8 | 8 | — | $484 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $341 | 0.00% | 4 | 4 | — | $341 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $180 | 0.00% | 3 | 3 | — | $180 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $153 | 0.00% | 2 | 2 | — | $153 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $153 | 0.00% | 1 | 1 | — | $153 | 新建仓 |
| ANGX | ANGEL STUDIOS INC | $152 | 0.00% | 50 | 50 | — | $152 | 新建仓 |
| IJR | ISHARES TR | $124 | 0.00% | 1 | 1 | — | $124 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $111 | 0.00% | 3 | 3 | — | $111 | 新建仓 |
| NMAX | NEWSMAX INC | $110 | 0.00% | 21 | 21 | — | $110 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $99 | 0.00% | 25 | 25 | — | $99 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $98 | 0.00% | 1 | 1 | — | $98 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $45 | 0.00% | 1 | 1 | — | $45 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $38 | 0.00% | 4 | 4 | — | $38 | 新建仓 |
| SMR | NUSCALE PWR CORP | $33 | 0.00% | 3 | 3 | — | $33 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -194,848 | -100.0% | -$866.49万 | 清仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -18,856 | -100.0% | -$97.80万 | 清仓 |
| FUTY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -8,612 | -100.0% | -$47.55万 | 清仓 |