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
CGDV CAPITAL GROUP DIVIDEND VALUE $27.60万0.04%5,600 5,600— $27.60万 新建仓
PNC PNC FINL SVCS GROUP INC $27.48万0.04%1,116 70.6% $1,724 加仓
PNW PINNACLE WEST CAP CORP $27.41万0.04%2,562 230.9% $2,461 加仓
COR CENCORA INC $27.05万0.04%956 10.1% $283 加仓
CB CHUBB LIMITED $26.54万0.04%779 -40-4.9% -$1.36万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $26.47万0.04%554 554— $26.47万 新建仓
FBTC FIDELITY WISE ORIGIN BITCOIN $26.40万0.04%5,172 -52-1.0% -$2,654 减仓
TRGP TARGA RES CORP $25.99万0.04%969 10.1% $268 加仓
MINT PIMCO ETF TR $25.44万0.04%2,524 753.1% $7,560 加仓
PGR PROGRESSIVE CORP $25.38万0.04%1,162 -13-1.1% -$2,839 减仓
ALKS ALKERMES PLC $25.36万0.04%4,840 4,840— $25.36万 新建仓
TDG TRANSDIGM GROUP INC $24.65万0.04%185 -1-0.5% -$1,332 减仓
CME CME GROUP INC $24.38万0.04%1,104 -13-1.2% -$2,870 减仓
IBM INTERNATIONAL BUSINESS MACHS $24.24万0.04%862 -22-2.5% -$6,187 减仓
T AT&T INC $24.23万0.04%11,706 -96-0.8% -$1,987 减仓
ETR ENTERGY CORP NEW $24.15万0.04%2,103 110.5% $1,263 加仓
WPM WHEATON PRECIOUS METALS CORP $23.87万0.04%2,125 2,125— $23.87万 新建仓
VRTX VERTEX PHARMACEUTICALS INC $23.67万0.04%477 102.1% $4,963 加仓
VEA VANGUARD TAX-MANAGED FDS $23.56万0.04%3,307 180.5% $1,282 加仓
DFUV DIMENSIONAL ETF TRUST $23.34万0.04%4,243 00.0% — 不变
— DIMENSIONAL ETF TRUST $22.86万0.03%3,271 00.0% — 不变
— DIMENSIONAL ETF TRUST $22.07万0.03%2,681 2,681— $22.07万 新建仓
PHM PULTE GROUP INC $22.04万0.03%1,606 -5,097-76.0% -$69.94万 重新持有
KMI KINDER MORGAN INC DEL $21.75万0.03%6,804 -49,203-87.9% -$157.30万 重新持有
BIL SPDR SERIES TRUST $21.54万0.03%2,351 210.9% $1,924 加仓
RBC RBC BEARINGS INC $21.32万0.03%331 331— $21.32万 新建仓
ENB ENBRIDGE INC $21.19万0.03%3,909 -308-7.3% -$1.67万 减仓
ETN EATON CORP PLC $21.05万0.03%494 -534-51.9% -$22.76万 重新持有
OEF ISHARES TR $21.02万0.03%575 575— $21.02万 新建仓
VO VANGUARD INDEX FDS $20.46万0.03%2,539 2,539— $20.46万 新建仓
VLY VALLEY NATL BANCORP $19.59万0.03%13,373 1210.9% $1,773 加仓
F FORD MTR CO $19.58万0.03%14,087 1571.1% $2,182 加仓
ACIC AMERICAN COASTAL INS CORP $12.30万0.02%11,085 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $7.30万0.01%15,791 140.1% $65 加仓
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