13F 机构持仓

Marble Wealth, LLC

MONTGOMERY AL · SEC CIK 0002110081

2026Q22026Q1 更早 9 个季度 🔒
$6.53亿2026Q2 申报市值
234持仓数
42.3%前十大占比 · 第一大 10.4%
17 / 10新建仓 / 清仓
申报市值走势$6.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.4%
VUG 6.2%
NVDA 4.0%
AAPL 3.8%
IEFA 3.5%
VFLO 3.4%
VOO 3.4%
VIG 2.6%
GOOGL 2.5%
AMZN 2.5%

2026Q2 买入最多 按季末市值估算

XLF 新建仓+$293.19万
XLV 加仓+$278.20万
XLP 新建仓+$222.62万
FENI 加仓+$201.73万
VUG 加仓+$157.83万

2026Q2 卖出最多 按季末市值估算

AAPL 减仓-$344.86万
GE 减仓-$237.73万
STX 减仓-$233.50万
GEV 减仓-$227.91万
GOOGL 减仓-$226.54万

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
MNST MONSTER BEVERAGE CORP NEW $49.57万0.08%5,157 4549.7% $4.36万 加仓
IAU ISHARES GOLD TR $50.79万0.08%6,726 -231-3.3% -$1.74万 减仓
BE BLOOM ENERGY CORP $51.80万0.08%1,711 1,711— $51.80万 新建仓
CL COLGATE PALMOLIVE CO $52.02万0.08%5,674 -1,356-19.3% -$12.43万 减仓
BLK BLACKROCK INC $53.34万0.08%555 -8-1.4% -$7,688 减仓
NEE NEXTERA ENERGY INC $56.40万0.09%6,426 -6-0.1% -$527 减仓
XLB SELECT SECTOR SPDR TR $57.67万0.09%11,345 11,345— $57.67万 新建仓
PM PHILIP MORRIS INTL INC $58.45万0.09%3,231 401.3% $7,236 加仓
NUE NUCOR CORP $59.97万0.09%2,692 431.6% $9,579 加仓
JPST J P MORGAN EXCHANGE TRADED F $60.57万0.09%11,977 4,08151.7% $20.64万 加仓
FANG DIAMONDBACK ENERGY INC $60.87万0.09%3,463 -79-2.2% -$1.39万 减仓
GOVT ISHARES TR $61.04万0.09%26,796 -3,258-10.8% -$7.42万 减仓
WFC WELLS FARGO & CO $61.51万0.09%7,443 -144-1.9% -$1.19万 减仓
QCOM QUALCOMM INC $62.35万0.10%3,374 -440-11.5% -$8.13万 减仓
ATR APTARGROUP INC $62.60万0.10%5,000 00.0% — 不变
LH LABCORP HOLDINGS INC $62.83万0.10%2,244 60.3% $1,680 加仓
ORCL ORACLE CORP $63.38万0.10%4,325 80.2% $1,172 加仓
ICSH ISHARES TR $65.63万0.10%12,976 5,08164.4% $25.70万 加仓
INTC INTEL CORP $65.72万0.10%4,707 -6,479-57.9% -$90.46万 重新持有
TJX TJX COS INC NEW $66.13万0.10%4,365 1934.6% $2.92万 加仓
XLK SELECT SECTOR SPDR TR $66.84万0.10%3,509 50.1% $952 加仓
CSX CSX CORP $66.87万0.10%14,068 180.1% $856 加仓
KOP KOPPERS HOLDINGS INC $67.73万0.10%15,085 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $68.17万0.10%5,615 -116-2.0% -$1.41万 减仓
WM WASTE MGMT INC DEL $71.14万0.11%3,192 -53-1.6% -$1.18万 减仓
ITOT ISHARES TR $71.34万0.11%4,343 110.3% $1,807 加仓
AMP AMERIPRISE FINL INC $71.62万0.11%1,561 40.3% $1,835 加仓
SNDK SANDISK CORP $72.57万0.11%319 319— $72.57万 新建仓
PANW PALO ALTO NETWORKS INC $76.74万0.12%2,250 110.5% $3,752 加仓
MUB ISHARES TR $79.28万0.12%7,367 -49-0.7% -$5,273 减仓
FCX FREEPORT MCMORAN INC $82.50万0.13%13,119 -128-1.0% -$8,050 减仓
BKNG BOOKING HOLDINGS INC $83.01万0.13%4,657 -43-0.9% -$7,664 减仓
XLY SELECT SECTOR SPDR TR $83.37万0.13%7,109 7,109— $83.37万 新建仓
LAMR LAMAR ADVERTISING CO $84.15万0.13%5,395 160.3% $2,496 加仓
LHX L3HARRIS TECHNOLOGIES INC $86.64万0.13%2,981 411.4% $1.19万 加仓
MDLZ MONDELEZ INTL INC $87.97万0.13%15,209 -79-0.5% -$4,570 减仓
SHOP SHOPIFY INC $88.00万0.13%7,707 200.3% $2,284 加仓
ABT ABBOTT LABORATORIES $88.54万0.14%9,757 -602-5.8% -$5.46万 减仓
NSC NORFOLK SOUTHN CORP $89.64万0.14%2,849 -13-0.5% -$4,090 减仓
AKRE PROFESIONALLY MANAGED PORTFO $89.96万0.14%16,912 -751-4.3% -$3.99万 减仓
EOG EOG RES INC $95.46万0.15%7,358 120.2% $1,557 加仓
SHY ISHARES TR $96.82万0.15%11,791 -2,344-16.6% -$19.25万 减仓
VEU VANGUARD INTL EQUITY INDEX F $96.87万0.15%11,567 80.1% $670 加仓
COP CONOCOPHILLIPS $98.03万0.15%9,430 690.7% $7,173 加仓
XLE SELECT SECTOR SPDR TR $99.09万0.15%18,658 14,607360.6% $77.58万 加仓
FNDB SCHWAB STRATEGIC TR $99.32万0.15%32,605 3631.1% $1.11万 加仓
DUK DUKE ENERGY CORP NEW $101.10万0.15%7,987 791.0% $10,000 加仓
BXSL BLACKSTONE SECD LENDING FD $101.51万0.16%42,815 -8,214-16.1% -$19.48万 减仓
CHD CHURCH & DWIGHT CO INC $101.93万0.16%10,521 -5-0.0% -$484 减仓
TRV TRAVELERS COMPANIES INC $103.98万0.16%3,150 80.3% $2,641 加仓
MS MORGAN STANLEY $106.48万0.16%5,094 410.8% $8,570 加仓
VMC VULCAN MATLS CO $109.54万0.17%3,713 1022.8% $3.01万 加仓
EMR EMERSON ELEC CO $110.58万0.17%7,725 380.5% $5,440 加仓
ROK ROCKWELL AUTOMATION INC $111.16万0.17%2,245 -27-1.2% -$1.34万 减仓
XLU SELECT SECTOR SPDR TR $112.67万0.17%24,849 24,849— $112.67万 新建仓
BGIG ETF SER SOLUTIONS $113.32万0.17%31,573 -109-0.3% -$3,912 减仓
RF REGIONS FINANCIAL CORP NEW $114.81万0.18%38,017 -790-2.0% -$2.39万 减仓
TSLA TESLA INC $115.55万0.18%2,747 -63-2.2% -$2.65万 减仓
LQD ISHARES TR $116.83万0.18%10,711 -1,579-12.8% -$17.22万 减仓
ORLY OREILLY AUTOMOTIVE INC $120.70万0.18%13,107 1511.2% $1.39万 加仓
AMD ADVANCED MICRO DEVICES INC $122.44万0.19%2,108 120.6% $6,970 加仓
LMT LOCKHEED MARTIN CORP $123.47万0.19%2,423 2029.1% $10.29万 加仓
AXP AMERICAN EXPRESS CO $129.89万0.20%3,840 1042.8% $3.52万 加仓
GL GLOBE LIFE INC $130.30万0.20%7,292 20.0% $357 加仓
PLTR PALANTIR TECHNOLOGIES INC $132.60万0.20%11,366 -3,484-23.5% -$40.65万 减仓
UNH UNITEDHEALTH GROUP INC $133.02万0.20%3,200 441.4% $1.83万 加仓
WMB WILLIAMS COS INC $134.29万0.21%18,064 4402.5% $3.27万 加仓
MRK MERCK & CO INC $138.03万0.21%10,741 -362-3.3% -$4.65万 减仓
TMO THERMO FISHER SCIENTIFIC INC $141.11万0.22%2,815 -109-3.7% -$5.46万 减仓
ARCC ARES CAPITAL CORP $142.05万0.22%76,661 -7,586-9.0% -$14.06万 减仓
PG PROCTER & GAMBLE CO $142.48万0.22%9,717 1711.8% $2.51万 加仓
RTX RTX CORPORATION $143.39万0.22%7,558 1732.3% $3.28万 加仓
BKLN INVESCO EXCH TRADED FD TR II $149.12万0.23%73,206 8,05212.4% $16.40万 加仓
LIN LINDE PLC $153.54万0.24%2,959 -27-0.9% -$1.40万 减仓
SYY SYSCO CORP $156.84万0.24%18,765 -596-3.1% -$4.98万 减仓
ITW ILLINOIS TOOL WKS INC $159.06万0.24%5,881 10.0% $270 加仓
LLY ELI LILLY & CO $159.09万0.24%1,326 23922.0% $28.67万 加仓
META META PLATFORMS INC $165.20万0.25%2,933 2439.0% $13.69万 加仓
APO APOLLO GLOBAL MGMT INC $166.27万0.25%14,054 280.2% $3,313 加仓
LRCX LAM RESEARCH CORP $175.88万0.27%4,059 -873-17.7% -$37.83万 减仓
KLAC KLA CORP $183.42万0.28%6,079 -3,461-36.3% -$104.43万 减仓
BAC BANK OF AMER CORP $185.18万0.28%32,498 5701.8% $3.25万 加仓
KO COCA COLA CO $202.88万0.31%24,964 -85-0.3% -$6,908 减仓
ABBV ABBVIE INC $217.84万0.33%8,657 -281-3.1% -$7.07万 减仓
CVX CHEVRON CORPORATION $218.65万0.33%13,191 1601.2% $2.65万 加仓
XLP SELECT SECTOR SPDR TR $222.62万0.34%26,799 26,799— $222.62万 新建仓
MCD MCDONALDS CORP $229.45万0.35%8,489 -542-6.0% -$14.65万 减仓
CRWD CROWDSTRIKE HLDGS INC $235.71万0.36%3,089 -39-1.2% -$2.98万 减仓
V VISA INC $243.01万0.37%7,083 -181-2.5% -$6.21万 减仓
VTI VANGUARD INDEX FDS $246.27万0.38%6,655 1993.1% $7.36万 加仓
— EXXON MOBIL CORP $251.27万0.38%18,378 1570.9% $2.15万 加仓
PWR QUANTA SVCS INC $251.52万0.39%3,493 3079.6% $22.11万 加仓
IJH ISHARES TR $260.87万0.40%33,830 -757-2.2% -$5.84万 减仓
CAT CATERPILLAR INC $264.75万0.41%2,486 301.2% $3.19万 加仓
JNJ JOHNSON & JOHNSON $269.47万0.41%10,610 160.2% $4,064 加仓
GEV GE VERNOVA INC $282.54万0.43%2,405 -1,940-44.6% -$227.91万 减仓
XLF SELECT SECTOR SPDR TR $293.19万0.45%54,689 54,689— $293.19万 新建仓
BRK/A BERKSHIRE HATHAWAY INC DEL $299.54万0.46%4 00.0% — 不变
FBND FIDELITY MERRIMACK STR TR $310.81万0.48%68,324 7,01611.4% $31.92万 加仓
XLV SELECT SECTOR SPDR TR $313.86万0.48%19,782 17,534780.0% $278.20万 加仓