Marble Wealth, LLC
MONTGOMERY AL · SEC CIK 0002110081
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $316.64万 | 0.48% | 3,131 | 216 | 7.4% | $21.84万 | 加仓 |
| GLD | SPDR GOLD TR | $321.68万 | 0.49% | 8,732 | -43 | -0.5% | -$1.58万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $328.34万 | 0.50% | 42,753 | -2,054 | -4.6% | -$15.77万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $362.12万 | 0.55% | 39,246 | 94 | 0.2% | $8,673 | 加仓 |
| USHY | ISHARES TR | $364.20万 | 0.56% | 98,378 | 606 | 0.6% | $2.24万 | 加仓 |
| CSCO | CISCO SYS INC | $387.77万 | 0.59% | 33,013 | 262 | 0.8% | $3.08万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $390.63万 | 0.60% | 18,359 | -448 | -2.4% | -$9.53万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $394.83万 | 0.60% | 4,092 | -2,420 | -37.2% | -$233.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $398.93万 | 0.61% | 5,342 | -9 | -0.2% | -$6,721 | 减仓 |
| NOBL | PROSHARES TR | $406.05万 | 0.62% | 72,301 | -3,487 | -4.6% | -$19.58万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $415.24万 | 0.64% | 33,955 | -514 | -1.5% | -$6.29万 | 减仓 |
| AMAT | APPLIED MATLS INC | $418.59万 | 0.64% | 5,790 | 47 | 0.8% | $3.40万 | 加仓 |
| HD | HOME DEPOT INC | $419.14万 | 0.64% | 11,884 | -714 | -5.7% | -$25.18万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $428.56万 | 0.66% | 3,713 | 316 | 9.3% | $36.47万 | 加仓 |
| SO | SOUTHERN CO | $450.98万 | 0.69% | 47,119 | -869 | -1.8% | -$8.32万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $451.19万 | 0.69% | 142,287 | -1,272 | -0.9% | -$4.03万 | 减仓 |
| GE | GE AEROSPACE | $537.21万 | 0.82% | 14,374 | -6,361 | -30.7% | -$237.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $551.66万 | 0.84% | 11,025 | -44 | -0.4% | -$2.20万 | 减仓 |
| QQQ | INVESCO QQQ TR | $556.96万 | 0.85% | 7,563 | 350 | 4.9% | $25.78万 | 加仓 |
| BX | BLACKSTONE INC | $562.16万 | 0.86% | 47,775 | 104 | 0.2% | $1.22万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $586.80万 | 0.90% | 173,404 | 4 | 0.0% | $135 | 加仓 |
| COWG | PACER FDS TR | $661.20万 | 1.01% | 164,698 | -4,137 | -2.5% | -$16.61万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $678.29万 | 1.04% | 140,462 | 20,835 | 17.4% | $100.61万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $690.16万 | 1.06% | 7,378 | 19 | 0.3% | $1.78万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $706.22万 | 1.08% | 185,554 | -799 | -0.4% | -$3.04万 | 减仓 |
| GOOG | ALPHABET INC | $710.14万 | 1.09% | 20,099 | -419 | -2.0% | -$14.80万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $842.49万 | 1.29% | 25,738 | 180 | 0.7% | $5.89万 | 加仓 |
| WMT | WALMART INC | $946.88万 | 1.45% | 83,602 | -396 | -0.5% | -$4.49万 | 减仓 |
| IJR | ISHARES TR | $1,103.08万 | 1.69% | 74,377 | 2,855 | 4.0% | $42.34万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,128.51万 | 1.73% | 281,213 | 50,269 | 21.8% | $201.73万 | 加仓 |
| COWZ | PACER FDS TR | $1,273.23万 | 1.95% | 204,699 | -3,865 | -1.9% | -$24.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,331.67万 | 2.04% | 35,700 | -1,448 | -3.9% | -$54.01万 | 减仓 |
| IEMG | ISHARES INC | $1,473.22万 | 2.26% | 177,840 | 9,477 | 5.6% | $78.51万 | 加仓 |
| AVGO | BROADCOM INC | $1,474.63万 | 2.26% | 39,037 | -2,826 | -6.8% | -$106.75万 | 减仓 |
| AMZN | AMAZON COM INC | $1,614.97万 | 2.47% | 67,759 | 825 | 1.2% | $19.66万 | 加仓 |
| GOOGL | ALPHABET INC | $1,655.37万 | 2.53% | 46,321 | -6,339 | -12.0% | -$226.54万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,708.37万 | 2.62% | 72,199 | 3,282 | 4.8% | $77.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,209.27万 | 3.38% | 32,167 | 133 | 0.4% | $9.13万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $2,216.67万 | 3.39% | 484,517 | 18,390 | 3.9% | $84.13万 | 加仓 |
| IEFA | ISHARES TR | $2,311.20万 | 3.54% | 239,304 | 10,998 | 4.8% | $106.22万 | 加仓 |
| AAPL | APPLE INC | $2,474.72万 | 3.79% | 85,524 | -11,918 | -12.2% | -$344.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,620.83万 | 4.01% | 130,982 | -2,570 | -1.9% | -$51.42万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,020.08万 | 6.15% | 466,691 | 18,323 | 4.1% | $157.83万 | 加仓 |
| IVV | ISHARES TR | $6,817.35万 | 10.44% | 91,033 | 2,021 | 2.3% | $151.35万 | 加仓 |