13FBOX
Marcum Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Marcum Wealth, LLC

No.2512 数据截至 2025Q2
最新持仓市值 (Q2 2025)
$11.56亿
环比变动 Q1 2025
-$139.7万-0.1%
持仓股票数
405
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
405
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 2025 市值Q2 2025 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
16.79%16.77%$1.94亿34.5万股$1.94亿34.5万股00.00%持仓不变
S嘉信·USSCHX
6.91%6.91%$7,989.9万361.9万股$7,989.9万361.9万股00.00%持仓不变
V先锋领航·FTSEVEA
5.61%5.61%$6,487.4万127.6万股$6,487.4万127.6万股00.00%持仓不变
J骏利亨德森JAAA
5.41%5.4%$6,251.8万123.3万股$6,251.8万123.3万股00.00%持仓不变
S嘉信·USSCHA
4.2%4.2%$4,855.9万207.3万股$4,855.9万207.3万股00.00%持仓不变
IiShares安硕·COREIJH
3.97%3.96%$4,585.1万78.6万股$4,585.1万78.6万股00.00%持仓不变
IiShares安硕信托IEFA
3.9%3.9%$4,510.6万59.6万股$4,510.6万59.6万股00.00%持仓不变
V先锋领航指数基金VB
3.5%3.49%$4,041.8万18.2万股$4,041.8万18.2万股00.00%持仓不变
V先锋领航·FSTEVWO
3.47%3.47%$4,011.3万88.6万股$4,011.3万88.6万股00.00%持仓不变
IiShares安硕·COREIJR
3.09%3.08%$3,565.3万34.1万股$3,565.3万34.1万股00.00%持仓不变
IiShares安硕信托AGG
2.02%2.02%$2,337.9万23.6万股$2,337.9万23.6万股00.00%持仓不变
苹果AAPL
1.83%1.83%$2,114.8万9.5万股$2,114.8万9.5万股00.00%持仓不变
微软MSFT
1.76%1.76%$2,038.9万5.4万股$2,038.9万5.4万股00.00%持仓不变
J摩根大通交易所交易基金JMUB
1.37%1.36%$1,578.9万31.6万股$1,578.9万31.6万股00.00%持仓不变
PROGRESSIVEPGR
1.32%1.32%$1,526.0万5.4万股$1,526.0万5.4万股00.00%持仓不变
V先锋领航指数基金VOO
1.31%1.31%$1,517.6万3.0万股$1,517.6万3.0万股00.00%持仓不变
IiShares安硕IEMG
1.3%1.3%$1,505.9万27.9万股$1,505.9万27.9万股00.00%持仓不变
联合包裹UPSUPS
1.03%1.03%$1,193.9万10.9万股$1,193.9万10.9万股00.00%持仓不变
I景顺QQQ信托VOO
0.8%0.8%$921.9万2.0万股$921.9万2.0万股00.00%持仓不变
英伟达NVDA
0.78%0.78%$906.0万8.4万股$906.0万8.4万股00.00%持仓不变
亚马逊AMZN
0.69%0.69%$795.8万4.2万股$795.8万4.2万股00.00%持仓不变
V先锋领航指数基金VUG
0.65%0.65%$752.5万2.0万股$752.5万2.0万股00.00%持仓不变
IInnovator ETF信托BJAN
0.64%0.63%$733.8万15.7万股$733.8万15.7万股00.00%持仓不变
G通用动力VTI
0.6%0.6%$693.6万2.5万股$693.6万2.5万股00.00%持仓不变
摩根大通JPM
0.57%0.57%$656.4万2.7万股$656.4万2.7万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.55%0.55%$631.9万1.1万股$631.9万1.1万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.52%0.52%$606.3万3.1万股$606.3万3.1万股00.00%持仓不变
S嘉信·U.S. BROAD MARKET ETFSCHB
0.42%0.42%$489.6万22.7万股$489.6万22.7万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.42%0.42%$484.5万9,098股$484.5万9,098股00.00%持仓不变
V先锋领航·MIDVO
0.37%0.37%$427.9万1.7万股$427.9万1.7万股00.00%持仓不变
S道富SPYV
0.37%0.37%$426.8万8.4万股$426.8万8.4万股00.00%持仓不变
IiShares安硕·RUSSELLIWF
0.37%0.37%$422.6万1.2万股$422.6万1.2万股00.00%持仓不变
Meta平台META
0.36%0.36%$417.1万7,237股$417.1万7,237股00.00%持仓不变
埃克森美孚XOM
0.34%0.34%$391.3万3.3万股$391.3万3.3万股00.00%持仓不变
派克汉尼汾PH
0.34%0.34%$389.6万6,409股$389.6万6,409股00.00%持仓不变
HEICO NEW CL AHEI
0.33%0.33%$381.8万1.8万股$381.8万1.8万股00.00%持仓不变
VisaV
0.32%0.32%$366.5万1.0万股$366.5万1.0万股00.00%持仓不变
ALTRIAMO
0.32%0.32%$365.2万6.1万股$365.2万6.1万股00.00%持仓不变
DDimensional维度ETF信托DFIS
0.3%0.3%$348.1万13.5万股$348.1万13.5万股00.00%持仓不变
NNYLI MACKAY DEFINEDTERM MUNI COMMMIN
0.3%0.3%$347.4万14.7万股$347.4万14.7万股00.00%持仓不变
J骏利Detroit策略信托JMBS
0.29%0.29%$334.8万7.4万股$334.8万7.4万股00.00%持仓不变
谷歌AGOOGL
0.29%0.29%$329.9万2.1万股$329.9万2.1万股00.00%持仓不变
博通AVGO
0.28%0.28%$324.9万1.9万股$324.9万1.9万股00.00%持仓不变
雪佛龙CVX
0.26%0.26%$298.2万1.8万股$298.2万1.8万股00.00%持仓不变
IISHARES US TREASURY BONDETFGBF
0.25%0.25%$289.4万2.8万股$289.4万2.8万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.25%0.25%$286.0万1.8万股$286.0万1.8万股00.00%持仓不变
V先锋领航指数基金VTV
0.24%0.24%$280.8万1.6万股$280.8万1.6万股00.00%持仓不变
礼来LLY
0.24%0.24%$278.7万3,375股$278.7万3,375股00.00%持仓不变
V先锋领航市政债券基金VTEB
0.23%0.23%$270.3万5.4万股$270.3万5.4万股00.00%持仓不变
I景顺·TOTAL RETURN BOND ETFGTO
0.23%0.23%$268.1万5.7万股$268.1万5.7万股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入