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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $3,603 | 0.00% | 19 | 19 | — | $3,603 | 新建仓 |
| EXPD | EXPEDITORS INTL | $3,586 | 0.00% | 22 | 22 | — | $3,586 | 新建仓 |
| ALLY | ALLY FINANCIAL | $3,584 | 0.00% | 78 | 78 | — | $3,584 | 新建仓 |
| GEV | GE VERNOVA | $3,525 | 0.00% | 3 | 3 | — | $3,525 | 新建仓 |
| CURB | CURBLINE PROPERTIES | $3,435 | 0.00% | 113 | 113 | — | $3,435 | 新建仓 |
| KHC | KRAFT HEINZ | $3,378 | 0.00% | 143 | -227 | -61.4% | -$5,362 | 减仓 |
| CDNS | CADENCE DESIGN | $3,378 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION | $3,363 | 0.00% | 377 | 277 | 277.0% | $2,471 | 加仓 |
| MET | METLIFE INC | $3,215 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $3,172 | 0.00% | 5 | 5 | — | $3,172 | 新建仓 |
| QCOM | QUALCOMM INC | $3,141 | 0.00% | 17 | 17 | — | $3,141 | 新建仓 |
| SCHW | SCHWAB CHARLES | $3,137 | 0.00% | 34 | 34 | — | $3,137 | 新建仓 |
| WTW | WILLIS TOWERS | $3,136 | 0.00% | 12 | 12 | — | $3,136 | 新建仓 |
| FYC | FIRST TRUST | $3,120 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MTB | M&T BANK | $3,094 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP | $3,082 | 0.00% | 37 | 37 | — | $3,082 | 新建仓 |
| FTI | TECHNIPFMC PLC | $3,050 | 0.00% | 46 | 46 | — | $3,050 | 新建仓 |
| — | FRANKLIN FTSE | $3,042 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P | $3,033 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP DE | $3,031 | 0.00% | 4 | 4 | — | $3,031 | 新建仓 |
| AMH | AMERICAN HOMES | $3,017 | 0.00% | 90 | 90 | — | $3,017 | 新建仓 |
| COF | CAPITAL ONE | $3,009 | 0.00% | 15 | 15 | — | $3,009 | 新建仓 |
| RSG | REPUBLIC SERVICES | $2,983 | 0.00% | 14 | 14 | — | $2,983 | 新建仓 |
| AIG | AMERICAN INTL | $2,981 | 0.00% | 40 | 40 | — | $2,981 | 新建仓 |
| HWM | HOWMET AEROSPACE | $2,957 | 0.00% | 11 | 11 | — | $2,957 | 新建仓 |
| ICE | INTERCONTINENTAL EXCH | $2,955 | 0.00% | 24 | 24 | — | $2,955 | 新建仓 |
| IQV | IQVIA HOLDINGS | $2,898 | 0.00% | 15 | 15 | — | $2,898 | 新建仓 |
| SEIC | SEI INVESTMENTS | $2,894 | 0.00% | 33 | 33 | — | $2,894 | 新建仓 |
| SANM | SANMINA CORP | $2,784 | 0.00% | 11 | 11 | — | $2,784 | 新建仓 |
| — | ARCOSA INC | $2,761 | 0.00% | 19 | 19 | — | $2,761 | 新建仓 |
| — | VANECK BRAZIL | $2,760 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $2,755 | 0.00% | 32 | 32 | — | $2,755 | 新建仓 |
| IVW | ISHARES S&P | $2,751 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $2,741 | 0.00% | 18 | 18 | — | $2,741 | 新建仓 |
| MFG | MIZUHO FINANCIAL | $2,730 | 0.00% | 285 | 285 | — | $2,730 | 新建仓 |
| UNP | UNION PACIFIC CORP | $2,720 | 0.00% | 10 | 10 | — | $2,720 | 新建仓 |
| STT | STATE STREET | $2,714 | 0.00% | 16 | 16 | — | $2,714 | 新建仓 |
| MUFG | MITSUBISHI UFJ | $2,705 | 0.00% | 136 | 136 | — | $2,705 | 新建仓 |
| NKE | NIKE INC | $2,627 | 0.00% | 64 | 64 | — | $2,627 | 新建仓 |
| TEM | TEMPUS AI | $2,549 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TRUST | $2,543 | 0.00% | 94 | 1 | 1.1% | $27 | 加仓 |
| SAN | BANCO SANTANDER | $2,539 | 0.00% | 184 | 184 | — | $2,539 | 新建仓 |
| — | LXP INDUSTRIAL | $2,532 | 0.00% | 47 | 47 | — | $2,532 | 新建仓 |
| URA | GLOBAL X | $2,506 | 0.00% | 57 | -42 | -42.4% | -$1,847 | 减仓 |
| AER | AERCAP HOLDINGS | $2,478 | 0.00% | 17 | 17 | — | $2,478 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY | $2,462 | 0.00% | 27 | 27 | — | $2,462 | 新建仓 |
| CR | CRANE CO | $2,454 | 0.00% | 11 | 11 | — | $2,454 | 新建仓 |
| DUOL | DUOLINGO INC | $2,415 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2,398 | 0.00% | 15 | 15 | — | $2,398 | 新建仓 |
| GM | GENERAL MOTORS | $2,389 | 0.00% | 31 | 31 | — | $2,389 | 新建仓 |
| ISRG | INTUITIVE SURGICAL | $2,386 | 0.00% | 6 | 6 | — | $2,386 | 新建仓 |
| RGA | REINSURANCE GROUP | $2,339 | 0.00% | 11 | 11 | — | $2,339 | 新建仓 |
| GPN | GLOBAL PAYMENTS | $2,322 | 0.00% | 32 | 32 | — | $2,322 | 新建仓 |
| FLS | FLOWSERVE CORP | $2,299 | 0.00% | 31 | 31 | — | $2,299 | 新建仓 |
| CBLL | CERIBELL INC | $2,295 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN | $2,285 | 0.00% | 37 | 37 | — | $2,285 | 新建仓 |
| PSA | PUBLIC STORAGE | $2,228 | 0.00% | 7 | 7 | — | $2,228 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS | $2,138 | 0.00% | 18 | 18 | — | $2,138 | 新建仓 |
| XYZ | BLOCK INC | $2,128 | 0.00% | 28 | 28 | — | $2,128 | 新建仓 |
| GEHC | GE HEALTHCARE | $2,112 | 0.00% | 33 | 33 | — | $2,112 | 新建仓 |
| EFX | EQUIFAX INC | $2,063 | 0.00% | 13 | 13 | — | $2,063 | 新建仓 |
| PEB | PEBBLEBROOK HOTEL | $1,980 | 0.00% | 102 | 102 | — | $1,980 | 新建仓 |
| CDW | CDW CORP | $1,969 | 0.00% | 14 | 14 | — | $1,969 | 新建仓 |
| SLB | SLB LTD | $1,953 | 0.00% | 42 | 42 | — | $1,953 | 新建仓 |
| ILMN | ILLUMINA INC | $1,934 | 0.00% | 11 | 11 | — | $1,934 | 新建仓 |
| WFC | WELLS FARGO | $1,901 | 0.00% | 23 | 23 | — | $1,901 | 新建仓 |
| GRPM | INVESCO S&P | $1,887 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP | $1,853 | 0.00% | 44 | 44 | — | $1,853 | 新建仓 |
| SAP | SAP SE | $1,849 | 0.00% | 12 | 12 | — | $1,849 | 新建仓 |
| NOK | NOKIA CORP | $1,833 | 0.00% | 138 | 138 | — | $1,833 | 新建仓 |
| RJF | RAYMOND JAMES | $1,824 | 0.00% | 12 | 12 | — | $1,824 | 新建仓 |
| SERV | SERVE ROBOTICS | $1,790 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1,782 | 0.00% | 8 | 8 | — | $1,782 | 新建仓 |
| BKR | BAKER HUGHES | $1,776 | 0.00% | 32 | 32 | — | $1,776 | 新建仓 |
| SMFG | SUMITOMO MITSUI | $1,769 | 0.00% | 75 | 75 | — | $1,769 | 新建仓 |
| SONY | SONY GROUP | $1,765 | 0.00% | 88 | 88 | — | $1,765 | 新建仓 |
| BWXT | BWX TECHNOLOGIES | $1,752 | 0.00% | 9 | 9 | — | $1,752 | 新建仓 |
| VMI | VALMONT INDUSTRIES | $1,733 | 0.00% | 3 | 3 | — | $1,733 | 新建仓 |
| S | SENTINELONE INC | $1,731 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $1,706 | 0.00% | 32 | 32 | — | $1,706 | 新建仓 |
| ROP | ROPER TECHNOLOGIES | $1,692 | 0.00% | 5 | 5 | — | $1,692 | 新建仓 |
| MRSH | MARSH | $1,667 | 0.00% | 10 | 10 | — | $1,667 | 新建仓 |
| BWA | BORG WARNER | $1,660 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS | $1,647 | 0.00% | 30 | 30 | — | $1,647 | 新建仓 |
| UBS | UBS GROUP | $1,635 | 0.00% | 33 | 33 | — | $1,635 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $1,597 | 0.00% | 21 | 21 | — | $1,597 | 新建仓 |
| AGX | ARGAN INC | $1,597 | 0.00% | 2 | 2 | — | $1,597 | 新建仓 |
| THO | THOR INDUSTRIES | $1,578 | 0.00% | 21 | 21 | — | $1,578 | 新建仓 |
| MPC | MARATHON PETROLEUM | $1,534 | 0.00% | 6 | 6 | — | $1,534 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO | $1,523 | 0.00% | 104 | 104 | — | $1,523 | 新建仓 |
| NOW | SERVICENOW INC | $1,489 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION | $1,485 | 0.00% | 3 | 3 | — | $1,485 | 新建仓 |
| ENB | ENBRIDGE INC | $1,464 | 0.00% | 27 | 27 | — | $1,464 | 新建仓 |
| AME | AMETEK INC | $1,452 | 0.00% | 6 | 6 | — | $1,452 | 新建仓 |
| FPI | FARMLAND PARTNERS | $1,452 | 0.00% | 150 | 150 | — | $1,452 | 新建仓 |
| XPO | XPO INC | $1,437 | 0.00% | 7 | 7 | — | $1,437 | 新建仓 |
| EOG | EOG RESOURCES | $1,427 | 0.00% | 11 | 11 | — | $1,427 | 新建仓 |
| RIO | RIO TINTO | $1,424 | 0.00% | 15 | 15 | — | $1,424 | 新建仓 |
| RKT | ROCKET COS | $1,418 | 0.00% | 90 | 90 | — | $1,418 | 新建仓 |
| BMO | BANK MONTREAL | $1,414 | 0.00% | 8 | 8 | — | $1,414 | 新建仓 |