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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $0 | 0.00% | 0 | -275 | -100.0% | -$5.88万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -553 | -100.0% | -$4.34万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -79 | -100.0% | -$3.66万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -357 | -100.0% | -$3.54万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -843 | -100.0% | -$3.28万 | 清仓 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -478 | -100.0% | -$2.32万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -832 | -100.0% | -$2.15万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -89 | -100.0% | -$2.14万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -574 | -100.0% | -$2.11万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -535 | -100.0% | -$1.89万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -357 | -100.0% | -$1.72万 | 清仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -352 | -100.0% | -$1.67万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -388 | -100.0% | -$1.38万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -313 | -100.0% | -$1.32万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -177 | -100.0% | -$9,342 | 清仓 |
| DIHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -283 | -100.0% | -$9,118 | 清仓 |
| IMTM | ISHARES TR | $0 | 0.00% | 0 | -188 | -100.0% | -$9,028 | 清仓 |
| AVSC | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -140 | -100.0% | -$8,722 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -78 | -100.0% | -$6,285 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -116 | -100.0% | -$6,270 | 清仓 |
| GSST | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -93 | -100.0% | -$4,701 | 清仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -94 | -100.0% | -$4,672 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -22 | -100.0% | -$3,622 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,079 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2 | -100.0% | -$153 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$124 | 清仓 |
| LAC | LITHIUM AMERS CORP NEW | $0 | 0.00% | 0 | -25 | -100.0% | -$99 | 清仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$45 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$33 | 清仓 |