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
EQT EQT CORP $00.00%0 -14,362-100.0% -$91.40万 清仓
FSK FS KKR CAP CORP $00.00%0 -39,472-100.0% -$40.18万 清仓
— HONEYWELL INTL INC $00.00%0 -1,541-100.0% -$34.84万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -8,817-100.0% -$25.31万 清仓
CVE CENOVUS ENERGY INC $00.00%0 -8,780-100.0% -$23.29万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -3,688-100.0% -$23.14万 清仓
LOW LOWES COS INC $00.00%0 -948-100.0% -$22.39万 清仓
APA APA CORPORATION $00.00%0 -5,226-100.0% -$22.18万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -744-100.0% -$20.79万 清仓
— FIRST US BANCSHARES INC $00.00%0 -12,786-100.0% -$19.56万 清仓
MPT MEDICAL PROPERTIES TRUST INC $7.30万0.01%15,791 140.1% $65 加仓
ACIC AMERICAN COASTAL INS CORP $12.30万0.02%11,085 00.0% — 不变
F FORD MTR CO $19.58万0.03%14,087 1571.1% $2,182 加仓
VLY VALLEY NATL BANCORP $19.59万0.03%13,373 1210.9% $1,773 加仓
VO VANGUARD INDEX FDS $20.46万0.03%2,539 2,539— $20.46万 新建仓
OEF ISHARES TR $21.02万0.03%575 575— $21.02万 新建仓
ETN EATON CORP PLC $21.05万0.03%494 -534-51.9% -$22.76万 重新持有
ENB ENBRIDGE INC $21.19万0.03%3,909 -308-7.3% -$1.67万 减仓
RBC RBC BEARINGS INC $21.32万0.03%331 331— $21.32万 新建仓
BIL SPDR SERIES TRUST $21.54万0.03%2,351 210.9% $1,924 加仓
KMI KINDER MORGAN INC DEL $21.75万0.03%6,804 -49,203-87.9% -$157.30万 重新持有
PHM PULTE GROUP INC $22.04万0.03%1,606 -5,097-76.0% -$69.94万 重新持有
— DIMENSIONAL ETF TRUST $22.07万0.03%2,681 2,681— $22.07万 新建仓
— DIMENSIONAL ETF TRUST $22.86万0.03%3,271 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $23.34万0.04%4,243 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $23.56万0.04%3,307 180.5% $1,282 加仓
VRTX VERTEX PHARMACEUTICALS INC $23.67万0.04%477 102.1% $4,963 加仓
WPM WHEATON PRECIOUS METALS CORP $23.87万0.04%2,125 2,125— $23.87万 新建仓
ETR ENTERGY CORP NEW $24.15万0.04%2,103 110.5% $1,263 加仓
T AT&T INC $24.23万0.04%11,706 -96-0.8% -$1,987 减仓
IBM INTERNATIONAL BUSINESS MACHS $24.24万0.04%862 -22-2.5% -$6,187 减仓
CME CME GROUP INC $24.38万0.04%1,104 -13-1.2% -$2,870 减仓
TDG TRANSDIGM GROUP INC $24.65万0.04%185 -1-0.5% -$1,332 减仓
ALKS ALKERMES PLC $25.36万0.04%4,840 4,840— $25.36万 新建仓
PGR PROGRESSIVE CORP $25.38万0.04%1,162 -13-1.1% -$2,839 减仓
MINT PIMCO ETF TR $25.44万0.04%2,524 753.1% $7,560 加仓
TRGP TARGA RES CORP $25.99万0.04%969 10.1% $268 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $26.40万0.04%5,172 -52-1.0% -$2,654 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $26.47万0.04%554 554— $26.47万 新建仓
CB CHUBB LIMITED $26.54万0.04%779 -40-4.9% -$1.36万 减仓
COR CENCORA INC $27.05万0.04%956 10.1% $283 加仓
PNW PINNACLE WEST CAP CORP $27.41万0.04%2,562 230.9% $2,461 加仓
PNC PNC FINL SVCS GROUP INC $27.48万0.04%1,116 70.6% $1,724 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $27.60万0.04%5,600 5,600— $27.60万 新建仓
STRL STERLING INFRASTRUCTURE INC $27.61万0.04%329 329— $27.61万 新建仓
CVS CVS HEALTH CORP $27.83万0.04%2,690 -2,247-45.5% -$23.25万 重新持有
DON WISDOMTREE TR $28.04万0.04%4,961 00.0% — 不变
SLV ISHARES SILVER TR $28.26万0.04%5,285 901.7% $4,812 加仓
WDC WESTERN DIGITAL CORP $28.66万0.04%449 -509-53.1% -$32.48万 减仓
GILD GILEAD SCIENCES INC $29.21万0.04%2,312 36118.5% $4.56万 加仓
USMV ISHARES TR $29.28万0.04%3,035 70.2% $675 加仓
TMUS T-MOBILE US INC $29.79万0.05%1,776 -51-2.8% -$8,554 减仓
CFA VICTORY PORTFOLIOS II $30.40万0.05%3,077 -2,150-41.1% -$21.24万 减仓
BMY BRISTOL-MYERS SQUIBB CO $30.86万0.05%5,356 3176.3% $1.83万 加仓
UHAL/B U HAUL HOLDING COMPANY $31.13万0.05%5,395 00.0% — 不变
AZN ASTRAZENECA PLC $31.15万0.05%1,643 00.0% — 不变
MO ALTRIA GROUP INC $31.96万0.05%4,442 481.1% $3,453 加仓
TGT TARGET CORP $32.08万0.05%2,456 -111-4.3% -$1.45万 减仓
VCIT VANGUARD SCOTTSDALE FDS $32.13万0.05%3,888 401.0% $3,306 加仓
VZ VERIZON COMMUNICATIONS INC $32.55万0.05%7,688 -192-2.4% -$8,129 减仓
OXY OCCIDENTAL PETE CORP $32.63万0.05%6,718 90.1% $437 加仓
HWM HOWMET AEROSPACE INC $32.76万0.05%1,218 -46-3.6% -$1.24万 减仓
MTB M & T BK CORP $32.88万0.05%1,381 80.6% $1,905 加仓
NFLX NETFLIX INC. $33.06万0.05%4,630 881.9% $6,283 加仓
DFUS DIMENSIONAL ETF TRUST $33.30万0.05%4,064 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $33.43万0.05%9,604 -32-0.3% -$1,114 减仓
TXN TEXAS INSTRS INC $33.56万0.05%1,126 272.5% $8,046 加仓
DIS DISNEY WALT CO $33.65万0.05%3,496 -103-2.9% -$9,913 减仓
EFA ISHARES TR $33.70万0.05%3,244 40.1% $415 加仓
MELI MERCADOLIBRE INC $34.12万0.05%201 10.5% $1,697 加仓
IVW ISHARES TR $34.49万0.05%2,508 30.1% $413 加仓
ADBE ADOBE INC $34.63万0.05%1,689 -182-9.7% -$3.73万 减仓
ROAD CONSTRUCTION PARTNERS INC $35.33万0.05%2,975 1184.1% $1.40万 加仓
DHR DANAHER CORP DEL $35.54万0.05%1,866 -32-1.7% -$6,095 减仓
O REALTY INCOME CORP $36.23万0.06%5,847 30.1% $186 加仓
EBAY EBAY INC. $37.02万0.06%3,312 80.2% $894 加仓
ANET ARISTA NETWORKS INC $37.28万0.06%2,195 -4,269-66.0% -$72.51万 减仓
GTN GRAY MEDIA INC $37.63万0.06%94,775 4770.5% $1,894 加仓
APH AMPHENOL CORP $38.34万0.06%2,175 462.2% $8,110 加仓
TEL TE CONNECTIVITY PLC $38.58万0.06%1,914 70.4% $1,411 加仓
AMGN AMGEN INC $39.01万0.06%1,077 616.0% $2.21万 加仓
PSX PHILLIPS 66 $39.76万0.06%2,352 331.4% $5,578 加仓
RGA REINSURANCE GROUP AMER INC $39.78万0.06%1,871 00.0% — 不变
MTUM ISHARES TR $40.56万0.06%1,183 1,183— $40.56万 新建仓
AEP AMERICAN ELEC PWR CO INC $40.68万0.06%2,974 120.4% $1,642 加仓
MAA MID-AMER APT CMNTYS INC $40.78万0.06%2,935 -27-0.9% -$3,751 减仓
PEP PEPSICO INC $42.83万0.07%3,163 30.1% $406 加仓
SHW SHERWIN WILLIAMS CO $43.86万0.07%1,274 -246-16.2% -$8.47万 减仓
ISRG INTUITIVE SURGICAL INC $44.02万0.07%1,107 00.0% — 不变
PH PARKER-HANNIFIN CORP $44.29万0.07%453 51.1% $4,889 加仓
UNP UNION PAC CORP $44.59万0.07%1,639 -33-2.0% -$8,977 减仓
ADI ANALOG DEVICES INC $44.82万0.07%1,128 524.8% $2.07万 加仓
HCA HCA HEALTHCARE INC $46.05万0.07%1,181 00.0% — 不变
VONE VANGUARD SCOTTSDALE FDS $46.30万0.07%1,367 40.3% $1,355 加仓
BOXX EA SERIES TRUST $46.54万0.07%3,975 2,175120.8% $25.47万 加仓
JCI JOHNSON CONTROLS INTERNATION $46.55万0.07%3,186 50.2% $731 加仓
MA MASTERCARD INCORPORATED $46.88万0.07%913 -80-8.1% -$4.11万 减仓
SFBS SERVISFIRST BANCSHARES INC $47.80万0.07%5,510 -974-15.0% -$8.45万 减仓
IWF ISHARES TR $48.37万0.07%3,895 2516.9% $3.12万 加仓
DE DEERE & CO $49.29万0.08%777 81.0% $5,074 加仓