Marble Wealth, LLC
MONTGOMERY AL · SEC CIK 0002110081
$5.71亿2026Q1 申报市值
222持仓数
42.2%前十大占比 · 第一大 10.2%
17 / 62新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FENI 新建仓+$859.11万
FESM 新建仓+$454.58万
IEMG 加仓+$329.62万
BGIG 新建仓+$105.37万
FBND 加仓+$73.93万
2026Q1 卖出最多 按季末市值估算
COWZ 减仓-$838.09万
IEFA 减仓-$790.30万
AAPL 减仓-$628.36万
AMZN 减仓-$623.98万
EXXON MOBIL CORP 减仓-$620.31万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,814.35万 | 10.18% | 89,012 | -234 | -0.3% | -$15.29万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,264.06万 | 5.71% | 74,728 | -3,595 | -4.6% | -$157.03万 | 减仓 |
| AAPL | APPLE INC | $2,472.98万 | 4.33% | 97,442 | -24,759 | -20.3% | -$628.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,329.14万 | 4.08% | 133,552 | -1,945 | -1.4% | -$33.92万 | 减仓 |
| IEFA | ISHARES TR | $2,066.85万 | 3.62% | 228,306 | -87,297 | -27.7% | -$790.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,914.19万 | 3.35% | 32,034 | 73 | 0.2% | $4.36万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,840.27万 | 3.22% | 466,127 | -27,252 | -5.5% | -$107.59万 | 减仓 |
| GOOGL | ALPHABET INC | $1,514.30万 | 2.65% | 52,660 | -17,827 | -25.3% | -$512.64万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,482.14万 | 2.59% | 68,917 | -2,608 | -3.6% | -$56.09万 | 减仓 |
| AMZN | AMAZON COM INC | $1,394.04万 | 2.44% | 66,934 | -29,960 | -30.9% | -$623.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,375.10万 | 2.41% | 37,148 | -8,478 | -18.6% | -$313.83万 | 减仓 |
| COWZ | PACER FDS TR | $1,304.78万 | 2.28% | 208,564 | -133,966 | -39.1% | -$838.09万 | 减仓 |
| AVGO | BROADCOM INC | $1,295.71万 | 2.27% | 41,863 | -1,419 | -3.3% | -$43.92万 | 减仓 |
| IEMG | ISHARES INC | $1,174.33万 | 2.06% | 168,363 | 47,257 | 39.0% | $329.62万 | 加仓 |
| WMT | WALMART INC | $1,043.93万 | 1.83% | 83,998 | -6,355 | -7.0% | -$78.98万 | 减仓 |
| IJR | ISHARES TR | $889.08万 | 1.56% | 71,522 | 4,734 | 7.1% | $58.85万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $859.11万 | 1.50% | 230,944 | 230,944 | — | $859.11万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $751.80万 | 1.32% | 25,558 | -752 | -2.9% | -$22.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $733.31万 | 1.28% | 7,359 | -715 | -8.9% | -$71.25万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $604.34万 | 1.06% | 186,353 | -4,286 | -2.2% | -$13.90万 | 减仓 |
| GOOG | ALPHABET INC | $588.58万 | 1.03% | 20,518 | -14,107 | -40.7% | -$404.67万 | 减仓 |
| GE | GE AEROSPACE | $588.40万 | 1.03% | 20,735 | 146 | 0.7% | $4.14万 | 加仓 |
| COWG | PACER FDS TR | $569.63万 | 1.00% | 168,835 | -150,868 | -47.2% | -$509.01万 | 减仓 |
| BX | BLACKSTONE INC | $548.16万 | 0.96% | 47,671 | 290 | 0.6% | $3.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $530.42万 | 0.93% | 11,069 | -2,777 | -20.1% | -$133.07万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $505.11万 | 0.88% | 173,400 | 5 | 0.0% | $146 | 加仓 |
| SO | SOUTHERN CO | $463.18万 | 0.81% | 47,988 | -2,969 | -5.8% | -$28.66万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $454.58万 | 0.80% | 119,627 | 119,627 | — | $454.58万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $440.44万 | 0.77% | 143,559 | -148,614 | -50.9% | -$455.95万 | 减仓 |
| QQQ | INVESCO QQQ TR | $416.32万 | 0.73% | 7,213 | -400 | -5.3% | -$23.09万 | 减仓 |
| HD | HOME DEPOT INC | $414.34万 | 0.73% | 12,598 | -2,746 | -17.9% | -$90.31万 | 减仓 |
| NOBL | PROSHARES TR | $401.72万 | 0.70% | 37,894 | -34,853 | -47.9% | -$369.48万 | 减仓 |
| GEV | GE VERNOVA INC | $379.25万 | 0.66% | 4,345 | -1 | -0.0% | -$873 | 减仓 |
| GLD | SPDR GOLD TR | $377.59万 | 0.66% | 8,775 | -52 | -0.6% | -$2.24万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $370.96万 | 0.65% | 34,469 | 293 | 0.9% | $3.15万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $367.95万 | 0.64% | 39,152 | -2,248 | -5.4% | -$21.13万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $360.94万 | 0.63% | 18,807 | -20,086 | -51.6% | -$385.48万 | 减仓 |
| USHY | ISHARES TR | $360.19万 | 0.63% | 97,772 | 7,042 | 7.8% | $25.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $347.99万 | 0.61% | 5,351 | 49 | 0.9% | $3.19万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $344.25万 | 0.60% | 44,807 | -4,063 | -8.3% | -$31.22万 | 减仓 |
| — | EXXON MOBIL CORP | $309.15万 | 0.54% | 18,221 | -36,561 | -66.7% | -$620.31万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.50% | 4 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $280.67万 | 0.49% | 9,031 | -1,201 | -11.7% | -$37.32万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $279.69万 | 0.49% | 61,308 | 16,205 | 35.9% | $73.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $269.61万 | 0.47% | 13,031 | -3,032 | -18.9% | -$62.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $258.95万 | 0.45% | 10,594 | -3,660 | -25.7% | -$89.46万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $255.11万 | 0.45% | 6,512 | 11 | 0.2% | $4,309 | 加仓 |
| CSCO | CISCO SYS INC | $254.11万 | 0.44% | 32,751 | 133 | 0.4% | $1.03万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $246.61万 | 0.43% | 2,915 | -680 | -18.9% | -$57.53万 | 减仓 |
| IJH | ISHARES TR | $233.56万 | 0.41% | 34,587 | -3,299 | -8.7% | -$22.28万 | 减仓 |
| V | VISA INC | $219.55万 | 0.38% | 7,264 | -2,800 | -27.8% | -$84.63万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $217.22万 | 0.38% | 14,850 | -326 | -2.1% | -$4.77万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $207.12万 | 0.36% | 6,456 | -28 | -0.4% | -$8,983 | 减仓 |
| AMAT | APPLIED MATLS INC | $196.29万 | 0.34% | 5,743 | 265 | 4.8% | $9.06万 | 加仓 |
| ABBV | ABBVIE INC | $194.40万 | 0.34% | 8,938 | -8,869 | -49.8% | -$192.90万 | 减仓 |
| KO | COCA COLA CO | $190.50万 | 0.33% | 25,049 | -4,686 | -15.8% | -$35.64万 | 减仓 |
| PWR | QUANTA SVCS INC | $174.94万 | 0.31% | 3,186 | 75 | 2.4% | $4.12万 | 加仓 |
| CAT | CATERPILLAR INC | $173.99万 | 0.30% | 2,456 | -1,407 | -36.4% | -$99.67万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $156.27万 | 0.27% | 14,026 | -1,627 | -10.4% | -$18.13万 | 减仓 |
| BAC | BANK AMERICA CORP | $155.65万 | 0.27% | 31,928 | -10,057 | -24.0% | -$49.03万 | 减仓 |
| META | META PLATFORMS INC | $153.89万 | 0.27% | 2,690 | -3,509 | -56.6% | -$200.74万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $153.04万 | 0.27% | 5,880 | -663 | -10.1% | -$17.26万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $151.81万 | 0.27% | 84,247 | -122,566 | -59.3% | -$220.86万 | 减仓 |
| LIN | LINDE PLC | $148.03万 | 0.26% | 2,986 | -942 | -24.0% | -$46.70万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $143.74万 | 0.25% | 2,924 | -622 | -17.5% | -$30.58万 | 减仓 |
| RTX | RTX CORPORATION | $142.45万 | 0.25% | 7,385 | -2,183 | -22.8% | -$42.11万 | 减仓 |
| KLAC | KLA CORP | $140.44万 | 0.25% | 954 | 28 | 3.0% | $4.12万 | 加仓 |
| SYY | SYSCO CORP | $138.10万 | 0.24% | 19,361 | -1,296 | -6.3% | -$9.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $137.89万 | 0.24% | 9,546 | -5,619 | -37.1% | -$81.16万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $134.22万 | 0.23% | 2,221 | -306 | -12.1% | -$18.49万 | 减仓 |
| LQD | ISHARES TR | $133.95万 | 0.23% | 12,290 | -127 | -1.0% | -$1.38万 | 减仓 |
| MRK | MERCK & CO INC | $133.56万 | 0.23% | 11,103 | 365 | 3.4% | $4.39万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $132.98万 | 0.23% | 65,154 | 13,605 | 26.4% | $27.77万 | 加仓 |
| WMB | WILLIAMS COS INC | $128.27万 | 0.22% | 17,624 | -20,674 | -54.0% | -$150.46万 | 减仓 |
| COP | CONOCOPHILLIPS | $123.56万 | 0.22% | 9,361 | -24,149 | -72.1% | -$318.76万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $122.10万 | 0.21% | 3,128 | -1,200 | -27.7% | -$46.84万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $120.89万 | 0.21% | 51,029 | -97,029 | -65.5% | -$229.86万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $119.59万 | 0.21% | 12,956 | -15,105 | -53.8% | -$139.43万 | 减仓 |
| SHY | ISHARES TR | $116.71万 | 0.20% | 14,135 | -388 | -2.7% | -$3.20万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $114.78万 | 0.20% | 3,397 | 145 | 4.5% | $4.90万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $113.01万 | 0.20% | 3,736 | -915 | -19.7% | -$27.68万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $106.36万 | 0.19% | 10,359 | -2,857 | -21.6% | -$29.33万 | 减仓 |
| EOG | EOG RES INC | $106.20万 | 0.19% | 7,346 | -8,730 | -54.3% | -$126.21万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $105.38万 | 0.18% | 4,932 | 245 | 5.2% | $5.24万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $105.37万 | 0.18% | 31,682 | 31,682 | — | $105.37万 | 新建仓 |
| TSLA | TESLA INC | $104.46万 | 0.18% | 2,810 | 53 | 1.9% | $1.97万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $103.55万 | 0.18% | 7,908 | -1,132 | -12.5% | -$14.82万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $101.49万 | 0.18% | 2,940 | -318 | -9.8% | -$10.98万 | 减仓 |
| GL | GLOBE LIFE INC | $101.46万 | 0.18% | 7,290 | -133 | -1.8% | -$1.85万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $101.36万 | 0.18% | 38,807 | 1,005 | 2.7% | $2.63万 | 加仓 |
| EMR | EMERSON ELEC CO | $100.71万 | 0.18% | 7,687 | -804 | -9.5% | -$10.53万 | 减仓 |
| LLY | ELI LILLY & CO | $99.96万 | 0.17% | 1,087 | -1,178 | -52.0% | -$108.33万 | 减仓 |
| VMC | VULCAN MATLS CO | $98.32万 | 0.17% | 3,611 | -11 | -0.3% | -$2,995 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $98.23万 | 0.17% | 10,526 | -379 | -3.5% | -$3.54万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $93.35万 | 0.16% | 17,663 | -525 | -2.9% | -$2.77万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $91.66万 | 0.16% | 3,142 | -367 | -10.5% | -$10.71万 | 减仓 |
| EQT | EQT CORP | $91.40万 | 0.16% | 14,362 | -1,105 | -7.1% | -$7.03万 | 减仓 |
| SHOP | SHOPIFY INC | $91.19万 | 0.16% | 7,687 | -705 | -8.4% | -$8.36万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $88.12万 | 0.15% | 15,288 | -2,126 | -12.2% | -$12.25万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $87.70万 | 0.15% | 32,242 | 704 | 2.2% | $1.91万 | 加仓 |