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Marshall & Sterling Wealth Advisors Inc. · 13F 持仓分析
期权收益计算器 机构排行

Marshall & Sterling Wealth Advisors Inc.

No.7726 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.69亿
环比变动 Q1 2026
+$1,603.8万+10.5%
持仓股票数
339
新买入
12
加仓
111
减仓
50
清仓
17
持股不变
166
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航斯科茨代尔基金VCIT
7.55%8.1%$1,274.4万15.4万股$1,237.9万15.0万股+4,593股+3.07%加仓
WWisdomTree信托DGRW
7.25%6.86%$1,224.0万12.8万股$1,048.8万11.9万股+8,601股+7.20%加仓
NNEOS ETF TRUSTSPYI
6.05%5.57%$1,021.1万19.2万股$851.6万17.2万股+2.0万股+11.51%加仓
F富达Covington信托FDVV
3.85%3.81%$649.6万10.8万股$581.7万10.5万股+2,449股+2.33%加仓
V先锋领航全球基金VGT
3.39%3.44%$572.9万4.8万股$526.2万7,542股+4.0万股+535.51%加仓
I景顺交易所交易基金信托RSP
3.39%0.59%$572.8万2.7万股$89.9万4,685股+2.2万股+474.66%加仓
IiShares安硕信托GARP
3.12%2.91%$526.8万6.4万股$444.7万7.0万股-5,702股-8.20%减仓
V先锋领航·MIDVO
3.12%2.79%$526.2万6.5万股$426.9万1.5万股+5.0万股+339.33%加仓
IINVESCO SP MIDCAP 400 REVENUERWK
3.03%2.85%$511.5万3.5万股$435.7万3.4万股+1,005股+2.96%加仓
LLISTED FDS TRHEGD
2.99%2.45%$505.6万19.0万股$374.8万15.2万股+3.8万股+24.98%加仓
TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP
2.66%2.78%$449.7万10.7万股$424.6万10.0万股+7,021股+7.00%加仓
V先锋领航指数基金VUG
2.43%2.39%$410.5万4.8万股$365.7万8,371股+3.9万股+469.24%加仓
I景顺·S&PIDMO
2.26%2.38%$381.1万6.3万股$364.2万6.6万股-3,207股-4.83%减仓
IiShares安硕·7-10YRIEF
2.18%2.04%$368.4万3.9万股$311.6万3.3万股+6,306股+19.31%加仓
NNEOS RUSSELL 2000 HIGH INCOME ETFIWMI
1.81%1.51%$306.4万5.7万股$230.7万4.9万股+8,593股+17.66%加仓
I景顺·S&PRSPU
1.81%2.08%$305.4万3.8万股$317.6万3.9万股-1,509股-3.85%减仓
SSTATE ST SPDR EURO STOXX 50FEZ
1.75%1.47%$295.3万4.3万股$224.0万3.6万股+6,918股+19.17%加仓
RRBB FDUTWO
1.7%1.87%$286.9万6.0万股$285.4万5.9万股+712股+1.20%加仓
I景顺·ACTIVELY MANAGED EXCEFAA
1.52%1.33%$256.1万4.6万股$202.9万3.8万股+7,459股+19.38%加仓
IiShares安硕信托ITA
1.48%1.35%$250.5万1.0万股$205.7万9,405股+930股+9.89%加仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
1.33%2.37%$224.6万3.3万股$361.9万5.7万股-2.3万股-41.30%减仓
苹果AAPL
1.21%1.19%$203.9万7,045股$181.4万7,147股-102股-1.43%减仓
IIBMIBM
1.12%1.02%$188.7万6,710股$155.1万6,401股+309股+4.83%加仓
RRBB FDTBIL
1.04%1.14%$176.1万3.5万股$174.5万3.5万股+312股+0.89%加仓
SSPDR标普500 ETFSPY
0.97%0.81%$164.2万2,198股$124.4万1,913股+285股+14.90%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
0.97%0.85%$163.5万5.6万股$129.4万4.2万股+1.4万股+33.53%加仓
V先锋领航斯科茨代尔基金BSV
0.87%0.93%$147.4万1.9万股$141.9万1.8万股+738股+4.12%加仓
V先锋领航·MALVERN FDSVTIP
0.82%0.1%$139.3万2.8万股$15.0万3,000股+2.5万股+824.33%加仓
NORFOLK SOUTHN COMNSC
0.81%0.82%$137.2万4,361股$125.2万4,361股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.81%0.86%$136.9万2,736股$131.6万2,746股-10股-0.36%减仓
RRBB FDOBIL
0.8%0.88%$135.7万2.7万股$135.3万2.7万股+141股+0.52%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
0.74%0.46%$125.7万1,961股$70.3万2,138股-177股-8.28%减仓
英伟达NVDA
0.73%0.4%$122.5万6,124股$60.5万3,472股+2,652股+76.38%加仓
I景顺QQQ信托VOO
0.69%0.5%$116.6万1,583股$76.8万1,331股+252股+18.93%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.65%0.72%$110.5万1.3万股$110.1万1.3万股+119股+0.89%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.65%0.98%$110.1万4,654股$149.9万6,969股-2,315股-33.22%减仓
NNORTHERN LIGHTS FD TRSFLR
0.64%0.72%$108.0万2.8万股$110.5万3.1万股-3,219股-10.32%减仓
RRBB FDXBIL
0.63%0.69%$107.2万2.1万股$106.0万2.1万股+251股+1.19%加仓
微软MSFT
0.63%0.65%$105.6万2,830股$99.2万2,680股+150股+5.60%加仓
NNUSHARES ETF TRNULG
0.53%0.48%$89.5万7,648股$73.4万8,073股-425股-5.26%减仓
宝洁PG
0.52%0.57%$88.4万6,031股$87.1万6,030股+1股+0.02%加仓
CrowdStrikeCRWD
0.47%0.3%$80.1万1,049股$45.3万1,161股-112股-9.65%减仓
GGlobal X基金AIQ
0.47%0.32%$78.9万1.2万股$49.1万1.1万股+1,506股+14.32%加仓
亚马逊AMZN
0.44%0.41%$75.1万3,151股$62.9万3,019股+132股+4.37%加仓
AMGEN COMAMGN
0.44%0.44%$75.0万2,071股$66.7万1,894股+177股+9.35%加仓
PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL
0.39%0.6%$65.7万1.5万股$92.1万2.3万股-8,355股-36.42%减仓
伊顿ETN
0.38%0.35%$64.8万1,521股$53.4万1,494股+27股+1.81%加仓
家得宝HD
0.38%0.32%$64.5万1,829股$49.0万1,490股+339股+22.75%加仓
Arista网络ANET
0.38%0.29%$64.4万3,790股$44.8万3,648股+142股+3.89%加仓
美国运通AXP
0.37%0.31%$62.3万1,840股$47.2万1,559股+281股+18.02%加仓

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