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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,817.35万 | 10.44% | 91,033 | 2,021 | 2.3% | $151.35万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,020.08万 | 6.15% | 466,691 | 18,323 | 4.1% | $157.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,620.83万 | 4.01% | 130,982 | -2,570 | -1.9% | -$51.42万 | 减仓 |
| AAPL | APPLE INC | $2,474.72万 | 3.79% | 85,524 | -11,918 | -12.2% | -$344.86万 | 减仓 |
| IEFA | ISHARES TR | $2,311.20万 | 3.54% | 239,304 | 10,998 | 4.8% | $106.22万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $2,216.67万 | 3.39% | 484,517 | 18,390 | 3.9% | $84.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,209.27万 | 3.38% | 32,167 | 133 | 0.4% | $9.13万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,708.37万 | 2.62% | 72,199 | 3,282 | 4.8% | $77.66万 | 加仓 |
| GOOGL | ALPHABET INC | $1,655.37万 | 2.53% | 46,321 | -6,339 | -12.0% | -$226.54万 | 减仓 |
| AMZN | AMAZON COM INC | $1,614.97万 | 2.47% | 67,759 | 825 | 1.2% | $19.66万 | 加仓 |
| AVGO | BROADCOM INC | $1,474.63万 | 2.26% | 39,037 | -2,826 | -6.8% | -$106.75万 | 减仓 |
| IEMG | ISHARES INC | $1,473.22万 | 2.26% | 177,840 | 9,477 | 5.6% | $78.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,331.67万 | 2.04% | 35,700 | -1,448 | -3.9% | -$54.01万 | 减仓 |
| COWZ | PACER FDS TR | $1,273.23万 | 1.95% | 204,699 | -3,865 | -1.9% | -$24.04万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,128.51万 | 1.73% | 281,213 | 50,269 | 21.8% | $201.73万 | 加仓 |
| IJR | ISHARES TR | $1,103.08万 | 1.69% | 74,377 | 2,855 | 4.0% | $42.34万 | 加仓 |
| WMT | WALMART INC | $946.88万 | 1.45% | 83,602 | -396 | -0.5% | -$4.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $842.49万 | 1.29% | 25,738 | 180 | 0.7% | $5.89万 | 加仓 |
| GOOG | ALPHABET INC | $710.14万 | 1.09% | 20,099 | -419 | -2.0% | -$14.80万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $706.22万 | 1.08% | 185,554 | -799 | -0.4% | -$3.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $690.16万 | 1.06% | 7,378 | 19 | 0.3% | $1.78万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $678.29万 | 1.04% | 140,462 | 20,835 | 17.4% | $100.61万 | 加仓 |
| COWG | PACER FDS TR | $661.20万 | 1.01% | 164,698 | -4,137 | -2.5% | -$16.61万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $586.80万 | 0.90% | 173,404 | 4 | 0.0% | $135 | 加仓 |
| BX | BLACKSTONE INC | $562.16万 | 0.86% | 47,775 | 104 | 0.2% | $1.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $556.96万 | 0.85% | 7,563 | 350 | 4.9% | $25.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $551.66万 | 0.84% | 11,025 | -44 | -0.4% | -$2.20万 | 减仓 |
| GE | GE AEROSPACE | $537.21万 | 0.82% | 14,374 | -6,361 | -30.7% | -$237.73万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $451.19万 | 0.69% | 142,287 | -1,272 | -0.9% | -$4.03万 | 减仓 |
| SO | SOUTHERN CO | $450.98万 | 0.69% | 47,119 | -869 | -1.8% | -$8.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $428.56万 | 0.66% | 3,713 | 316 | 9.3% | $36.47万 | 加仓 |
| HD | HOME DEPOT INC | $419.14万 | 0.64% | 11,884 | -714 | -5.7% | -$25.18万 | 减仓 |
| AMAT | APPLIED MATLS INC | $418.59万 | 0.64% | 5,790 | 47 | 0.8% | $3.40万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $415.24万 | 0.64% | 33,955 | -514 | -1.5% | -$6.29万 | 减仓 |
| NOBL | PROSHARES TR | $406.05万 | 0.62% | 72,301 | -3,487 | -4.6% | -$19.58万 | 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 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $394.83万 | 0.60% | 4,092 | -2,420 | -37.2% | -$233.50万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $390.63万 | 0.60% | 18,359 | -448 | -2.4% | -$9.53万 | 减仓 |
| CSCO | CISCO SYS INC | $387.77万 | 0.59% | 33,013 | 262 | 0.8% | $3.08万 | 加仓 |
| USHY | ISHARES TR | $364.20万 | 0.56% | 98,378 | 606 | 0.6% | $2.24万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $362.12万 | 0.55% | 39,246 | 94 | 0.2% | $8,673 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $328.34万 | 0.50% | 42,753 | -2,054 | -4.6% | -$15.77万 | 减仓 |
| GLD | SPDR GOLD TR | $321.68万 | 0.49% | 8,732 | -43 | -0.5% | -$1.58万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $316.64万 | 0.48% | 3,131 | 216 | 7.4% | $21.84万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $313.86万 | 0.48% | 19,782 | 17,534 | 780.0% | $278.20万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $310.81万 | 0.48% | 68,324 | 7,016 | 11.4% | $31.92万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.46% | 4 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $293.19万 | 0.45% | 54,689 | 54,689 | — | $293.19万 | 新建仓 |
| GEV | GE VERNOVA INC | $282.54万 | 0.43% | 2,405 | -1,940 | -44.6% | -$227.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $269.47万 | 0.41% | 10,610 | 16 | 0.2% | $4,064 | 加仓 |
| CAT | CATERPILLAR INC | $264.75万 | 0.41% | 2,486 | 30 | 1.2% | $3.19万 | 加仓 |
| IJH | ISHARES TR | $260.87万 | 0.40% | 33,830 | -757 | -2.2% | -$5.84万 | 减仓 |
| PWR | QUANTA SVCS INC | $251.52万 | 0.39% | 3,493 | 307 | 9.6% | $22.11万 | 加仓 |
| — | EXXON MOBIL CORP | $251.27万 | 0.38% | 18,378 | 157 | 0.9% | $2.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $246.27万 | 0.38% | 6,655 | 199 | 3.1% | $7.36万 | 加仓 |
| V | VISA INC | $243.01万 | 0.37% | 7,083 | -181 | -2.5% | -$6.21万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $235.71万 | 0.36% | 3,089 | -39 | -1.2% | -$2.98万 | 减仓 |
| MCD | MCDONALDS CORP | $229.45万 | 0.35% | 8,489 | -542 | -6.0% | -$14.65万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $222.62万 | 0.34% | 26,799 | 26,799 | — | $222.62万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $218.65万 | 0.33% | 13,191 | 160 | 1.2% | $2.65万 | 加仓 |
| ABBV | ABBVIE INC | $217.84万 | 0.33% | 8,657 | -281 | -3.1% | -$7.07万 | 减仓 |
| KO | COCA COLA CO | $202.88万 | 0.31% | 24,964 | -85 | -0.3% | -$6,908 | 减仓 |
| BAC | BANK OF AMER CORP | $185.18万 | 0.28% | 32,498 | 570 | 1.8% | $3.25万 | 加仓 |
| KLAC | KLA CORP | $183.42万 | 0.28% | 6,079 | -3,461 | -36.3% | -$104.43万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $175.88万 | 0.27% | 4,059 | -873 | -17.7% | -$37.83万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $166.27万 | 0.25% | 14,054 | 28 | 0.2% | $3,313 | 加仓 |
| META | META PLATFORMS INC | $165.20万 | 0.25% | 2,933 | 243 | 9.0% | $13.69万 | 加仓 |
| LLY | ELI LILLY & CO | $159.09万 | 0.24% | 1,326 | 239 | 22.0% | $28.67万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $159.06万 | 0.24% | 5,881 | 1 | 0.0% | $270 | 加仓 |
| SYY | SYSCO CORP | $156.84万 | 0.24% | 18,765 | -596 | -3.1% | -$4.98万 | 减仓 |
| LIN | LINDE PLC | $153.54万 | 0.24% | 2,959 | -27 | -0.9% | -$1.40万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $149.12万 | 0.23% | 73,206 | 8,052 | 12.4% | $16.40万 | 加仓 |
| RTX | RTX CORPORATION | $143.39万 | 0.22% | 7,558 | 173 | 2.3% | $3.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $142.48万 | 0.22% | 9,717 | 171 | 1.8% | $2.51万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $142.05万 | 0.22% | 76,661 | -7,586 | -9.0% | -$14.06万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $141.11万 | 0.22% | 2,815 | -109 | -3.7% | -$5.46万 | 减仓 |
| MRK | MERCK & CO INC | $138.03万 | 0.21% | 10,741 | -362 | -3.3% | -$4.65万 | 减仓 |
| WMB | WILLIAMS COS INC | $134.29万 | 0.21% | 18,064 | 440 | 2.5% | $3.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $133.02万 | 0.20% | 3,200 | 44 | 1.4% | $1.83万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $132.60万 | 0.20% | 11,366 | -3,484 | -23.5% | -$40.65万 | 减仓 |
| GL | GLOBE LIFE INC | $130.30万 | 0.20% | 7,292 | 2 | 0.0% | $357 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $129.89万 | 0.20% | 3,840 | 104 | 2.8% | $3.52万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $123.47万 | 0.19% | 2,423 | 202 | 9.1% | $10.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $122.44万 | 0.19% | 2,108 | 12 | 0.6% | $6,970 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $120.70万 | 0.18% | 13,107 | 151 | 1.2% | $1.39万 | 加仓 |
| LQD | ISHARES TR | $116.83万 | 0.18% | 10,711 | -1,579 | -12.8% | -$17.22万 | 减仓 |
| TSLA | TESLA INC | $115.55万 | 0.18% | 2,747 | -63 | -2.2% | -$2.65万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $114.81万 | 0.18% | 38,017 | -790 | -2.0% | -$2.39万 | 减仓 |
| BGIG | ETF SER SOLUTIONS | $113.32万 | 0.17% | 31,573 | -109 | -0.3% | -$3,912 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $112.67万 | 0.17% | 24,849 | 24,849 | — | $112.67万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $111.16万 | 0.17% | 2,245 | -27 | -1.2% | -$1.34万 | 减仓 |
| EMR | EMERSON ELEC CO | $110.58万 | 0.17% | 7,725 | 38 | 0.5% | $5,440 | 加仓 |
| VMC | VULCAN MATLS CO | $109.54万 | 0.17% | 3,713 | 102 | 2.8% | $3.01万 | 加仓 |
| MS | MORGAN STANLEY | $106.48万 | 0.16% | 5,094 | 41 | 0.8% | $8,570 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $103.98万 | 0.16% | 3,150 | 8 | 0.3% | $2,641 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $101.93万 | 0.16% | 10,521 | -5 | -0.0% | -$484 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $101.51万 | 0.16% | 42,815 | -8,214 | -16.1% | -$19.48万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $101.10万 | 0.15% | 7,987 | 79 | 1.0% | $10,000 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $99.32万 | 0.15% | 32,605 | 363 | 1.1% | $1.11万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $99.09万 | 0.15% | 18,658 | 14,607 | 360.6% | $77.58万 | 加仓 |