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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD | $1,758.98万 | 7.31% | 47,749 | 700 | 1.5% | $25.79万 | 加仓 |
| MFUS | PIMCO RAFI | $1,238.00万 | 5.14% | 184,309 | -10,231 | -5.3% | -$68.72万 | 减仓 |
| XMHQ | INVESCO S&P | $1,081.45万 | 4.49% | 95,805 | 95,805 | — | $1,081.45万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY | $1,011.69万 | 4.20% | 20,218 | 199 | 1.0% | $9.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $818.08万 | 3.40% | 21,931 | 1,732 | 8.6% | $64.61万 | 加仓 |
| AMZN | AMAZON COM | $813.17万 | 3.38% | 34,118 | 1,915 | 5.9% | $45.64万 | 加仓 |
| AAPL | APPLE INC | $685.93万 | 2.85% | 23,705 | 4,240 | 21.8% | $122.69万 | 加仓 |
| FFLG | FIDELITY FUNDAMENTAL | $685.13万 | 2.85% | 197,558 | -10,994 | -5.3% | -$38.13万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $657.90万 | 2.73% | 8,621 | 342 | 4.1% | $26.10万 | 加仓 |
| FELV | FIDELITY ENHANCED | $640.45万 | 2.66% | 159,753 | -8,726 | -5.2% | -$34.98万 | 减仓 |
| GOOG | ALPHABET INC | $587.54万 | 2.44% | 16,629 | 342 | 2.1% | $12.08万 | 加仓 |
| JPM | JPMORGAN CHASE | $578.39万 | 2.40% | 17,670 | 1,277 | 7.8% | $41.80万 | 加仓 |
| RDVY | FIRST TRUST | $577.90万 | 2.40% | 71,292 | -1,808 | -2.5% | -$14.66万 | 减仓 |
| NVDA | NVIDIA CORP | $557.23万 | 2.31% | 27,849 | 1,103 | 4.1% | $22.07万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $557.08万 | 2.31% | 11,665 | 518 | 4.6% | $24.74万 | 加仓 |
| SOXQ | INVESCO PHLX | $533.09万 | 2.21% | 47,555 | 5,228 | 12.4% | $58.61万 | 加仓 |
| — | FIRST TRUST | $512.91万 | 2.13% | 103,032 | -5,098 | -4.7% | -$25.38万 | 减仓 |
| AIRR | FIRST TRUST | $511.43万 | 2.12% | 38,381 | 3,278 | 9.3% | $43.68万 | 加仓 |
| LLY | ELI LILLY | $506.18万 | 2.10% | 4,220 | 276 | 7.0% | $33.11万 | 加仓 |
| MFSB | MFS ACTIVE | $447.91万 | 1.86% | 179,667 | -1,432 | -0.8% | -$3.57万 | 减仓 |
| FLXR | TCW FLEXIBLE | $397.92万 | 1.65% | 101,483 | -45 | -0.0% | -$1,764 | 减仓 |
| WMT | WALMART INC | $371.65万 | 1.54% | 32,814 | 2,667 | 8.8% | $30.21万 | 加仓 |
| DUK | DUKE ENERGY | $359.43万 | 1.49% | 28,395 | 1,967 | 7.4% | $24.90万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $317.23万 | 1.32% | 74,924 | 4,569 | 6.5% | $19.35万 | 加仓 |
| XAR | STATE STREER | $314.69万 | 1.31% | 11,089 | 1,080 | 10.8% | $30.65万 | 加仓 |
| FV | FIRST TRUST | $304.46万 | 1.26% | 40,124 | -4,825 | -10.7% | -$36.61万 | 减仓 |
| AMGN | AMGEN INC | $303.66万 | 1.26% | 8,386 | 602 | 7.7% | $21.80万 | 加仓 |
| FPEI | FIRST TRUST | $299.38万 | 1.24% | 155,197 | -3,213 | -2.0% | -$6.20万 | 减仓 |
| LIT | GLOBAL X | $277.10万 | 1.15% | 35,398 | 4,045 | 12.9% | $31.66万 | 加仓 |
| FDL | FIRST TRUST | $275.03万 | 1.14% | 56,522 | -5,648 | -9.1% | -$27.48万 | 减仓 |
| FVD | FIRST TRUST | $269.43万 | 1.12% | 55,922 | -544 | -1.0% | -$2.62万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $266.14万 | 1.11% | 10,479 | 534 | 5.4% | $13.56万 | 加仓 |
| NLR | VANECK URANIUM | $264.55万 | 1.10% | 22,810 | 7,180 | 45.9% | $83.27万 | 加仓 |
| XLI | STATE STREET | $256.58万 | 1.07% | 13,852 | 4,141 | 42.6% | $76.70万 | 加仓 |
| TDIV | FIRST TRUST | $255.00万 | 1.06% | 22,198 | 1,194 | 5.7% | $13.72万 | 加仓 |
| PAVE | GLOBAL X | $249.04万 | 1.03% | 42,268 | -1,933 | -4.4% | -$11.39万 | 减仓 |
| XSMO | INVESCO S&P | $232.66万 | 0.97% | 24,849 | -1,307 | -5.0% | -$12.24万 | 减仓 |
| FTCS | FIRST TRUST | $226.12万 | 0.94% | 24,076 | -109 | -0.5% | -$1.02万 | 减仓 |
| EIPX | FIRST TRUST | $205.92万 | 0.86% | 65,788 | 15,205 | 30.1% | $47.59万 | 加仓 |
| NBOS | NEUBERGER OPTION | $201.42万 | 0.84% | 71,901 | 71,901 | — | $201.42万 | 新建仓 |
| QQEW | FIRST TRUST | $201.42万 | 0.84% | 12,620 | -273 | -2.1% | -$4.36万 | 减仓 |
| GRID | FIRST TRUST | $186.08万 | 0.77% | 9,704 | 18 | 0.2% | $3,452 | 加仓 |
| ARKW | ARK NEXT | $185.53万 | 0.77% | 12,808 | -240 | -1.8% | -$3.48万 | 减仓 |
| SDVY | FIRST TRUST | $179.26万 | 0.74% | 41,554 | -1,223 | -2.9% | -$5.28万 | 减仓 |
| SPY | STATE STREET | $170.58万 | 0.71% | 2,284 | -425 | -15.7% | -$31.74万 | 减仓 |
| VOO | VANGUARD S&P | $148.22万 | 0.62% | 2,158 | -230 | -9.6% | -$15.80万 | 减仓 |
| — | FIRST TRUST | $145.42万 | 0.60% | 38,080 | -7,152 | -15.8% | -$27.31万 | 减仓 |
| RDVI | FIRST TRUST | $124.75万 | 0.52% | 42,431 | 19,550 | 85.4% | $57.48万 | 加仓 |
| ARKX | ARK SPACE | $123.74万 | 0.51% | 36,265 | -1,551 | -4.1% | -$5.29万 | 减仓 |
| XME | STATE STREET | $115.38万 | 0.48% | 10,790 | 1,869 | 21.0% | $19.99万 | 加仓 |
| PICK | ISHARES MSCI | $112.61万 | 0.47% | 19,366 | 18,797 | 3,303.5% | $109.30万 | 加仓 |
| FTQI | FIRST TRUST | $107.40万 | 0.45% | 48,621 | 22,155 | 83.7% | $48.94万 | 加仓 |
| JHMM | JOHN HANCOCK | $97.27万 | 0.40% | 12,976 | -847 | -6.1% | -$6.35万 | 减仓 |
| FTHI | FIRST TRUST | $91.25万 | 0.38% | 38,259 | 19,777 | 107.0% | $47.17万 | 加仓 |
| KO | COCA COLA COMPANY | $77.07万 | 0.32% | 9,483 | 7,470 | 371.1% | $60.71万 | 加仓 |
| MPLX | MPLX | $60.48万 | 0.25% | 10,736 | 4 | 0.0% | $225 | 加仓 |
| JGRO | JPMORGAN ACTIVE | $59.78万 | 0.25% | 6,064 | 502 | 9.0% | $4.95万 | 加仓 |
| WEC | WEC ENERGY | $55.87万 | 0.23% | 4,784 | 303 | 6.8% | $3.54万 | 加仓 |
| VUG | VANGUARD GROWTH | $50.44万 | 0.21% | 5,856 | -1,578 | -21.2% | -$13.59万 | 减仓 |
| SCHG | SCHWAB US | $45.70万 | 0.19% | 13,506 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P | $44.04万 | 0.18% | 2,009 | -544 | -21.3% | -$11.93万 | 减仓 |
| LMT | LOCKHEED MARTIN | $42.88万 | 0.18% | 842 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $42.73万 | 0.18% | 1,131 | 209 | 22.7% | $7.90万 | 加仓 |
| CVS | CVS HEALTH | $38.33万 | 0.16% | 3,705 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $36.16万 | 0.15% | 1,054 | 118 | 12.6% | $4.05万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE | $30.32万 | 0.13% | 3,953 | -318 | -7.4% | -$2.44万 | 减仓 |
| EMLP | FIRST TRUST | $29.77万 | 0.12% | 6,844 | 33 | 0.5% | $1,436 | 加仓 |
| — | ISHARES ESG | $29.49万 | 0.12% | 6,313 | 722 | 12.9% | $3.37万 | 加仓 |
| PPA | INVESCO AEROSPACE | $28.45万 | 0.12% | 1,610 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS | $27.26万 | 0.11% | 484 | 73 | 17.8% | $4.11万 | 加仓 |
| NUDM | NUVEEN ESG | $27.09万 | 0.11% | 6,770 | 554 | 8.9% | $2.22万 | 加仓 |
| RTX | RTX CORP | $25.79万 | 0.11% | 1,359 | -5 | -0.4% | -$949 | 减仓 |
| GS | GOLDMAN SACHS | $25.74万 | 0.11% | 254 | 1 | 0.4% | $1,013 | 加仓 |
| CSCO | CISCO SYSTEMS | $25.63万 | 0.11% | 2,182 | 341 | 18.5% | $4.01万 | 加仓 |
| FRDM | FREEDOM 100 | $22.71万 | 0.09% | 3,116 | 1,302 | 71.8% | $9.49万 | 加仓 |
| VEA | VANGUARD FTSE | $22.34万 | 0.09% | 3,135 | -1,139 | -26.6% | -$8.12万 | 减仓 |
| ARKK | ARK INNOVATION | $22.24万 | 0.09% | 2,752 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATERIALS | $21.07万 | 0.09% | 714 | 10 | 1.4% | $2,951 | 加仓 |
| IVV | ISHARES CORE | $19.17万 | 0.08% | 256 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $18.53万 | 0.08% | 1,355 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG | $17.24万 | 0.07% | 3,082 | 157 | 5.4% | $8,780 | 加仓 |
| GOOGL | ALPHABET INC | $16.52万 | 0.07% | 462 | 216 | 87.8% | $7.73万 | 加仓 |
| USB | U S BANCORP DE | $15.18万 | 0.06% | 2,514 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $14.92万 | 0.06% | 614 | -214 | -25.8% | -$5.20万 | 减仓 |
| NOBL | PROSHARES S&P | $13.78万 | 0.06% | 2,453 | -1 | -0.0% | -$56 | 减仓 |
| DGRO | ISHARES CORE | $13.46万 | 0.06% | 1,776 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID | $13.04万 | 0.05% | 660 | -226 | -25.5% | -$4.47万 | 减仓 |
| CNEQ | ALGER CONCENTRATED | $12.58万 | 0.05% | 3,048 | 1,005 | 49.2% | $4.15万 | 加仓 |
| DIVO | AMPLIFY CWP | $12.41万 | 0.05% | 2,716 | 0 | 0.0% | — | 不变 |
| NUMV | NUVEEN ESG | $12.14万 | 0.05% | 2,791 | 193 | 7.4% | $8,394 | 加仓 |
| ARKQ | ARK AUTONOMOUS | $11.81万 | 0.05% | 893 | -78 | -8.0% | -$1.03万 | 减仓 |
| COST | COSTCO WHOLESALE | $11.79万 | 0.05% | 126 | 26 | 26.0% | $2.43万 | 加仓 |
| PM | PHILIP MORRIS | $11.72万 | 0.05% | 648 | -327 | -33.5% | -$5.91万 | 减仓 |
| OXY | OCCIDENTAL PETROLEUM | $11.21万 | 0.05% | 2,309 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY | $11.20万 | 0.05% | 97 | -530 | -84.5% | -$61.18万 | 减仓 |
| LMBS | FIRST TRUST | $11.07万 | 0.05% | 2,223 | 22 | 1.0% | $1,095 | 加仓 |
| NUMG | NUVEEN ESG | $10.34万 | 0.04% | 2,202 | 258 | 13.3% | $1.21万 | 加仓 |
| USMC | PRINCIPAL US | $10.16万 | 0.04% | 1,370 | 143 | 11.7% | $1.06万 | 加仓 |
| SYY | SYSCO CORP | $10.00万 | 0.04% | 1,196 | 26 | 2.2% | $2,174 | 加仓 |
| FMDE | FIDELITY ENHANCED | $9.82万 | 0.04% | 2,421 | 292 | 13.7% | $1.18万 | 加仓 |