Marble Wealth, LLC
MONTGOMERY AL · SEC CIK 0002110081
$5.71亿2026Q1 申报市值
222持仓数
42.2%前十大占比 · 第一大 10.2%
17 / 62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
FENI 新建仓+$859.11万
FESM 新建仓+$454.58万
IEMG 加仓+$329.62万
BGIG 新建仓+$105.37万
FBND 加仓+$73.93万
2026Q1 卖出最多 按季末市值估算
COWZ 减仓-$838.09万
IEFA 减仓-$790.30万
AAPL 减仓-$628.36万
AMZN 减仓-$623.98万
EXXON MOBIL CORP 减仓-$620.31万
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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $27.19万 | 0.05% | 1,951 | -7,637 | -79.7% | -$106.44万 | 减仓 |
| USMV | ISHARES TR | $28.08万 | 0.05% | 3,028 | 9 | 0.3% | $835 | 加仓 |
| IVW | ISHARES TR | $28.34万 | 0.05% | 2,505 | 2 | 0.1% | $226 | 加仓 |
| MTB | M & T BK CORP | $28.38万 | 0.05% | 1,373 | -4,201 | -75.4% | -$86.83万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $28.82万 | 0.05% | 4,064 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $29.00万 | 0.05% | 4,394 | -3,565 | -44.8% | -$23.53万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $29.13万 | 0.05% | 1,264 | 16 | 1.3% | $3,687 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $29.39万 | 0.05% | 9,636 | 4 | 0.0% | $122 | 加仓 |
| COR | CENCORA INC | $29.99万 | 0.05% | 955 | -284 | -22.9% | -$8.92万 | 减仓 |
| EBAY | EBAY INC. | $30.07万 | 0.05% | 3,304 | -455 | -12.1% | -$4.14万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.56万 | 0.05% | 5,039 | -3,528 | -41.2% | -$21.40万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $30.84万 | 0.05% | 5,224 | -14,242 | -73.2% | -$84.07万 | 减仓 |
| TGT | TARGET CORP | $31.11万 | 0.05% | 2,567 | 21 | 0.8% | $2,545 | 加仓 |
| EFA | ISHARES TR | $31.47万 | 0.06% | 3,240 | 3,240 | — | $31.47万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $31.74万 | 0.06% | 2,857 | -73 | -2.5% | -$8,111 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $31.84万 | 0.06% | 3,848 | 273 | 7.6% | $2.26万 | 加仓 |
| AZN | ASTRAZENECA PLC | $32.40万 | 0.06% | 1,643 | 1,643 | — | $32.40万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $32.96万 | 0.06% | 2,248 | 128 | 6.0% | $1.88万 | 加仓 |
| CME | CME GROUP INC | $32.99万 | 0.06% | 1,117 | -539 | -32.5% | -$15.92万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $34.08万 | 0.06% | 4,703 | -800 | -14.5% | -$5.80万 | 减仓 |
| T | AT&T INC | $34.21万 | 0.06% | 11,802 | -62,798 | -84.2% | -$182.05万 | 减仓 |
| ADI | ANALOG DEVICES INC | $34.23万 | 0.06% | 1,076 | -750 | -41.1% | -$23.86万 | 减仓 |
| MELI | MERCADOLIBRE INC | $34.58万 | 0.06% | 200 | -2 | -1.0% | -$3,458 | 减仓 |
| DIS | DISNEY WALT CO | $34.69万 | 0.06% | 3,599 | -3,064 | -46.0% | -$29.53万 | 减仓 |
| — | HONEYWELL INTL INC | $34.84万 | 0.06% | 1,541 | -1,118 | -42.0% | -$25.28万 | 减仓 |
| SLV | ISHARES SILVER TR | $35.40万 | 0.06% | 5,195 | -805 | -13.4% | -$5.49万 | 减仓 |
| AMGN | AMGEN INC | $35.74万 | 0.06% | 1,016 | -875 | -46.3% | -$30.78万 | 减仓 |
| O | REALTY INCOME CORP | $35.76万 | 0.06% | 5,844 | 5,844 | — | $35.76万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $35.90万 | 0.06% | 2,239 | -1,035 | -31.6% | -$16.60万 | 减仓 |
| DHR | DANAHER CORP DEL | $35.98万 | 0.06% | 1,898 | 5 | 0.3% | $948 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $36.17万 | 0.06% | 2,962 | -200 | -6.3% | -$2.44万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $38.19万 | 0.07% | 1,871 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $38.37万 | 0.07% | 1,827 | -771 | -29.7% | -$16.19万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.83万 | 0.07% | 2,962 | -931 | -23.9% | -$12.20万 | 减仓 |
| IWF | ISHARES TR | $38.85万 | 0.07% | 911 | -153 | -14.4% | -$6.53万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.56万 | 0.07% | 7,880 | -30,397 | -79.4% | -$152.59万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $39.86万 | 0.07% | 1,907 | -465 | -19.6% | -$9.72万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $39.96万 | 0.07% | 7,896 | 7,896 | — | $39.96万 | 新建仓 |
| ICSH | ISHARES TR | $39.96万 | 0.07% | 7,895 | 7,895 | — | $39.96万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $40.11万 | 0.07% | 448 | -208 | -31.7% | -$18.62万 | 减仓 |
| FSK | FS KKR CAP CORP | $40.18万 | 0.07% | 39,472 | -66,360 | -62.7% | -$67.56万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $40.24万 | 0.07% | 1,363 | 3 | 0.2% | $886 | 加仓 |
| UNP | UNION PAC CORP | $40.58万 | 0.07% | 1,672 | -853 | -33.8% | -$20.70万 | 减仓 |
| GTN | GRAY MEDIA INC | $40.93万 | 0.07% | 94,298 | 403 | 0.4% | $1,749 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $41.66万 | 0.07% | 3,181 | -1,040 | -24.6% | -$13.62万 | 减仓 |
| PSX | PHILLIPS 66 | $42.25万 | 0.07% | 2,319 | -9,977 | -81.1% | -$181.76万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.64万 | 0.07% | 2,096 | -2,479 | -54.2% | -$50.43万 | 减仓 |
| DE | DEERE & CO | $43.32万 | 0.08% | 769 | -403 | -34.4% | -$22.70万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $43.61万 | 0.08% | 6,709 | -859 | -11.4% | -$5.58万 | 减仓 |
| NFLX | NETFLIX INC. | $43.67万 | 0.08% | 4,542 | -7,088 | -60.9% | -$68.15万 | 减仓 |
| NUE | NUCOR CORP | $44.80万 | 0.08% | 2,649 | -591 | -18.2% | -$9.99万 | 减仓 |
| ADBE | ADOBE INC | $45.48万 | 0.08% | 1,871 | 1,276 | 214.5% | $31.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $46.57万 | 0.08% | 3,504 | 4 | 0.1% | $532 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $47.22万 | 0.08% | 6,484 | 1,028 | 18.8% | $7.49万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $47.82万 | 0.08% | 5,227 | 11 | 0.2% | $1,006 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $48.74万 | 0.09% | 1,520 | -281 | -15.6% | -$9.01万 | 减仓 |
| PEP | PEPSICO INC | $49.07万 | 0.09% | 3,160 | 38 | 1.2% | $5,901 | 加仓 |
| QCOM | QUALCOMM INC | $49.12万 | 0.09% | 3,814 | -2,930 | -43.4% | -$37.73万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $49.60万 | 0.09% | 993 | -1,334 | -57.3% | -$66.63万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $51.03万 | 0.09% | 1,107 | -582 | -34.5% | -$26.83万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $52.76万 | 0.09% | 3,191 | -2,090 | -39.6% | -$34.56万 | 减仓 |
| BLK | BLACKROCK INC | $54.11万 | 0.09% | 563 | -225 | -28.6% | -$21.62万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $55.90万 | 0.10% | 1,181 | -281 | -19.2% | -$13.30万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $57.40万 | 0.10% | 5,731 | 5 | 0.1% | $501 | 加仓 |
| CSX | CSX CORP | $57.67万 | 0.10% | 14,050 | -2,735 | -16.3% | -$11.23万 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $58.35万 | 0.10% | 15,085 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $59.71万 | 0.10% | 2,238 | -163 | -6.8% | -$4.35万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $59.74万 | 0.10% | 6,432 | -3,414 | -34.7% | -$31.71万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $59.92万 | 0.10% | 7,030 | -2,389 | -25.4% | -$20.36万 | 减仓 |
| WFC | WELLS FARGO & CO | $60.40万 | 0.11% | 7,587 | -5,306 | -41.2% | -$42.24万 | 减仓 |
| IAU | ISHARES GOLD TR | $61.33万 | 0.11% | 6,957 | -21,215 | -75.3% | -$187.02万 | 减仓 |
| ITOT | ISHARES TR | $61.69万 | 0.11% | 4,332 | 10 | 0.2% | $1,424 | 加仓 |
| ATR | APTARGROUP INC | $63.01万 | 0.11% | 5,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $63.51万 | 0.11% | 4,317 | -2,718 | -38.6% | -$39.99万 | 减仓 |
| TJX | TJX COS INC NEW | $66.63万 | 0.12% | 4,172 | -1,709 | -29.1% | -$27.29万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $68.13万 | 0.12% | 5,379 | 16 | 0.3% | $2,027 | 加仓 |
| GOVT | ISHARES TR | $68.85万 | 0.12% | 30,054 | -11,040 | -26.9% | -$25.29万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $69.19万 | 0.12% | 1,557 | -150 | -8.8% | -$6.67万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $70.07万 | 0.12% | 3,542 | -1,319 | -27.1% | -$26.09万 | 减仓 |
| WM | WASTE MGMT INC DEL | $74.58万 | 0.13% | 3,245 | -546 | -14.4% | -$12.55万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $77.87万 | 0.14% | 13,247 | 1,021 | 8.4% | $6.00万 | 加仓 |
| MUB | ISHARES TR | $78.72万 | 0.14% | 7,416 | 34 | 0.5% | $3,609 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $79.06万 | 0.14% | 188 | -60 | -24.2% | -$25.23万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $79.36万 | 0.14% | 6,464 | 30 | 0.5% | $3,683 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $81.54万 | 0.14% | 2,272 | -183 | -7.5% | -$6.57万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $82.14万 | 0.14% | 2,862 | -358 | -11.1% | -$10.27万 | 减仓 |
| MS | MORGAN STANLEY | $83.16万 | 0.15% | 5,053 | -2,028 | -28.6% | -$33.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $85.39万 | 0.15% | 3,156 | -1,921 | -37.8% | -$51.98万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $86.81万 | 0.15% | 11,559 | 2 | 0.0% | $150 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $87.70万 | 0.15% | 32,242 | 704 | 2.2% | $1.91万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $88.12万 | 0.15% | 15,288 | -2,126 | -12.2% | -$12.25万 | 减仓 |
| SHOP | SHOPIFY INC | $91.19万 | 0.16% | 7,687 | -705 | -8.4% | -$8.36万 | 减仓 |
| EQT | EQT CORP | $91.40万 | 0.16% | 14,362 | -1,105 | -7.1% | -$7.03万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $91.66万 | 0.16% | 3,142 | -367 | -10.5% | -$10.71万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $93.35万 | 0.16% | 17,663 | -525 | -2.9% | -$2.77万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $98.23万 | 0.17% | 10,526 | -379 | -3.5% | -$3.54万 | 减仓 |
| VMC | VULCAN MATLS CO | $98.32万 | 0.17% | 3,611 | -11 | -0.3% | -$2,995 | 减仓 |
| LLY | ELI LILLY & CO | $99.96万 | 0.17% | 1,087 | -1,178 | -52.0% | -$108.33万 | 减仓 |
| EMR | EMERSON ELEC CO | $100.71万 | 0.18% | 7,687 | -804 | -9.5% | -$10.53万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $101.36万 | 0.18% | 38,807 | 1,005 | 2.7% | $2.63万 | 加仓 |