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
COP CONOCOPHILLIPS $98.03万0.15%9,430 690.7% $7,173 加仓
VEU VANGUARD INTL EQUITY INDEX F $96.87万0.15%11,567 80.1% $670 加仓
SHY ISHARES TR $96.82万0.15%11,791 -2,344-16.6% -$19.25万 减仓
EOG EOG RES INC $95.46万0.15%7,358 120.2% $1,557 加仓
AKRE PROFESIONALLY MANAGED PORTFO $89.96万0.14%16,912 -751-4.3% -$3.99万 减仓
NSC NORFOLK SOUTHN CORP $89.64万0.14%2,849 -13-0.5% -$4,090 减仓
ABT ABBOTT LABORATORIES $88.54万0.14%9,757 -602-5.8% -$5.46万 减仓
SHOP SHOPIFY INC $88.00万0.13%7,707 200.3% $2,284 加仓
MDLZ MONDELEZ INTL INC $87.97万0.13%15,209 -79-0.5% -$4,570 减仓
LHX L3HARRIS TECHNOLOGIES INC $86.64万0.13%2,981 411.4% $1.19万 加仓
LAMR LAMAR ADVERTISING CO $84.15万0.13%5,395 160.3% $2,496 加仓
XLY SELECT SECTOR SPDR TR $83.37万0.13%7,109 7,109— $83.37万 新建仓
BKNG BOOKING HOLDINGS INC $83.01万0.13%4,657 -43-0.9% -$7,664 减仓
FCX FREEPORT MCMORAN INC $82.50万0.13%13,119 -128-1.0% -$8,050 减仓
MUB ISHARES TR $79.28万0.12%7,367 -49-0.7% -$5,273 减仓
PANW PALO ALTO NETWORKS INC $76.74万0.12%2,250 110.5% $3,752 加仓
SNDK SANDISK CORP $72.57万0.11%319 319— $72.57万 新建仓
AMP AMERIPRISE FINL INC $71.62万0.11%1,561 40.3% $1,835 加仓
ITOT ISHARES TR $71.34万0.11%4,343 110.3% $1,807 加仓
WM WASTE MGMT INC DEL $71.14万0.11%3,192 -53-1.6% -$1.18万 减仓
VTWO VANGUARD SCOTTSDALE FDS $68.17万0.10%5,615 -116-2.0% -$1.41万 减仓
KOP KOPPERS HOLDINGS INC $67.73万0.10%15,085 00.0% — 不变
CSX CSX CORP $66.87万0.10%14,068 180.1% $856 加仓
XLK SELECT SECTOR SPDR TR $66.84万0.10%3,509 50.1% $952 加仓
TJX TJX COS INC NEW $66.13万0.10%4,365 1934.6% $2.92万 加仓
INTC INTEL CORP $65.72万0.10%4,707 -6,479-57.9% -$90.46万 重新持有
ICSH ISHARES TR $65.63万0.10%12,976 5,08164.4% $25.70万 加仓
ORCL ORACLE CORP $63.38万0.10%4,325 80.2% $1,172 加仓
LH LABCORP HOLDINGS INC $62.83万0.10%2,244 60.3% $1,680 加仓
ATR APTARGROUP INC $62.60万0.10%5,000 00.0% — 不变
QCOM QUALCOMM INC $62.35万0.10%3,374 -440-11.5% -$8.13万 减仓
WFC WELLS FARGO & CO $61.51万0.09%7,443 -144-1.9% -$1.19万 减仓
GOVT ISHARES TR $61.04万0.09%26,796 -3,258-10.8% -$7.42万 减仓
FANG DIAMONDBACK ENERGY INC $60.87万0.09%3,463 -79-2.2% -$1.39万 减仓
JPST J P MORGAN EXCHANGE TRADED F $60.57万0.09%11,977 4,08151.7% $20.64万 加仓
NUE NUCOR CORP $59.97万0.09%2,692 431.6% $9,579 加仓
PM PHILIP MORRIS INTL INC $58.45万0.09%3,231 401.3% $7,236 加仓
XLB SELECT SECTOR SPDR TR $57.67万0.09%11,345 11,345— $57.67万 新建仓
NEE NEXTERA ENERGY INC $56.40万0.09%6,426 -6-0.1% -$527 减仓
BLK BLACKROCK INC $53.34万0.08%555 -8-1.4% -$7,688 减仓
CL COLGATE PALMOLIVE CO $52.02万0.08%5,674 -1,356-19.3% -$12.43万 减仓
BE BLOOM ENERGY CORP $51.80万0.08%1,711 1,711— $51.80万 新建仓
IAU ISHARES GOLD TR $50.79万0.08%6,726 -231-3.3% -$1.74万 减仓
MNST MONSTER BEVERAGE CORP NEW $49.57万0.08%5,157 4549.7% $4.36万 加仓
DE DEERE & CO $49.29万0.08%777 81.0% $5,074 加仓
IWF ISHARES TR $48.37万0.07%3,895 2516.9% $3.12万 加仓
SFBS SERVISFIRST BANCSHARES INC $47.80万0.07%5,510 -974-15.0% -$8.45万 减仓
MA MASTERCARD INCORPORATED $46.88万0.07%913 -80-8.1% -$4.11万 减仓
JCI JOHNSON CONTROLS INTERNATION $46.55万0.07%3,186 50.2% $731 加仓
BOXX EA SERIES TRUST $46.54万0.07%3,975 2,175120.8% $25.47万 加仓
VONE VANGUARD SCOTTSDALE FDS $46.30万0.07%1,367 40.3% $1,355 加仓
HCA HCA HEALTHCARE INC $46.05万0.07%1,181 00.0% — 不变
ADI ANALOG DEVICES INC $44.82万0.07%1,128 524.8% $2.07万 加仓
UNP UNION PAC CORP $44.59万0.07%1,639 -33-2.0% -$8,977 减仓
PH PARKER-HANNIFIN CORP $44.29万0.07%453 51.1% $4,889 加仓
ISRG INTUITIVE SURGICAL INC $44.02万0.07%1,107 00.0% — 不变
SHW SHERWIN WILLIAMS CO $43.86万0.07%1,274 -246-16.2% -$8.47万 减仓
PEP PEPSICO INC $42.83万0.07%3,163 30.1% $406 加仓
MAA MID-AMER APT CMNTYS INC $40.78万0.06%2,935 -27-0.9% -$3,751 减仓
AEP AMERICAN ELEC PWR CO INC $40.68万0.06%2,974 120.4% $1,642 加仓
MTUM ISHARES TR $40.56万0.06%1,183 1,183— $40.56万 新建仓
RGA REINSURANCE GROUP AMER INC $39.78万0.06%1,871 00.0% — 不变
PSX PHILLIPS 66 $39.76万0.06%2,352 331.4% $5,578 加仓
AMGN AMGEN INC $39.01万0.06%1,077 616.0% $2.21万 加仓
TEL TE CONNECTIVITY PLC $38.58万0.06%1,914 70.4% $1,411 加仓
APH AMPHENOL CORP $38.34万0.06%2,175 462.2% $8,110 加仓
GTN GRAY MEDIA INC $37.63万0.06%94,775 4770.5% $1,894 加仓
ANET ARISTA NETWORKS INC $37.28万0.06%2,195 -4,269-66.0% -$72.51万 减仓
EBAY EBAY INC. $37.02万0.06%3,312 80.2% $894 加仓
O REALTY INCOME CORP $36.23万0.06%5,847 30.1% $186 加仓
DHR DANAHER CORP DEL $35.54万0.05%1,866 -32-1.7% -$6,095 减仓
ROAD CONSTRUCTION PARTNERS INC $35.33万0.05%2,975 1184.1% $1.40万 加仓
ADBE ADOBE INC $34.63万0.05%1,689 -182-9.7% -$3.73万 减仓
IVW ISHARES TR $34.49万0.05%2,508 30.1% $413 加仓
MELI MERCADOLIBRE INC $34.12万0.05%201 10.5% $1,697 加仓
EFA ISHARES TR $33.70万0.05%3,244 40.1% $415 加仓
DIS DISNEY WALT CO $33.65万0.05%3,496 -103-2.9% -$9,913 减仓
TXN TEXAS INSTRS INC $33.56万0.05%1,126 272.5% $8,046 加仓
SCHV SCHWAB STRATEGIC TR $33.43万0.05%9,604 -32-0.3% -$1,114 减仓
DFUS DIMENSIONAL ETF TRUST $33.30万0.05%4,064 00.0% — 不变
NFLX NETFLIX INC. $33.06万0.05%4,630 881.9% $6,283 加仓
MTB M & T BK CORP $32.88万0.05%1,381 80.6% $1,905 加仓
HWM HOWMET AEROSPACE INC $32.76万0.05%1,218 -46-3.6% -$1.24万 减仓
OXY OCCIDENTAL PETE CORP $32.63万0.05%6,718 90.1% $437 加仓
VZ VERIZON COMMUNICATIONS INC $32.55万0.05%7,688 -192-2.4% -$8,129 减仓
VCIT VANGUARD SCOTTSDALE FDS $32.13万0.05%3,888 401.0% $3,306 加仓
TGT TARGET CORP $32.08万0.05%2,456 -111-4.3% -$1.45万 减仓
MO ALTRIA GROUP INC $31.96万0.05%4,442 481.1% $3,453 加仓
AZN ASTRAZENECA PLC $31.15万0.05%1,643 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY $31.13万0.05%5,395 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $30.86万0.05%5,356 3176.3% $1.83万 加仓
CFA VICTORY PORTFOLIOS II $30.40万0.05%3,077 -2,150-41.1% -$21.24万 减仓
TMUS T-MOBILE US INC $29.79万0.05%1,776 -51-2.8% -$8,554 减仓
USMV ISHARES TR $29.28万0.04%3,035 70.2% $675 加仓
GILD GILEAD SCIENCES INC $29.21万0.04%2,312 36118.5% $4.56万 加仓
WDC WESTERN DIGITAL CORP $28.66万0.04%449 -509-53.1% -$32.48万 减仓
SLV ISHARES SILVER TR $28.26万0.04%5,285 901.7% $4,812 加仓
DON WISDOMTREE TR $28.04万0.04%4,961 00.0% — 不变
CVS CVS HEALTH CORP $27.83万0.04%2,690 -2,247-45.5% -$23.25万 重新持有
STRL STERLING INFRASTRUCTURE INC $27.61万0.04%329 329— $27.61万 新建仓