13FBOX
Marshall Financial Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Marshall Financial Group, LLC

No.3515 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.86亿
环比变动 Q1 2026
+$6,115.4万+9.8%
持仓股票数
311
新买入
51
加仓
113
减仓
115
清仓
33
持股不变
32
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
SSPDR道富系列信托BILS
5.13%5.74%$3,514.3万35.4万股$3,587.5万36.1万股-7,145股-1.98%减仓
SSSGA ACTIVE TROBND
4.03%4.23%$2,763.2万107.0万股$2,642.7万103.2万股+3.9万股+3.75%加仓
I景顺QQQ信托VOO
4%3.18%$2,743.2万3.7万股$1,983.9万3.4万股+2,880股+8.38%加仓
SSPDR道富系列信托BIL
3.93%4.4%$2,697.7万29.4万股$2,746.5万30.0万股-5,317股-1.77%减仓
MMFS ACTIVE EXCHANGE TRADED FMFSB
3.75%3.87%$2,571.5万103.1万股$2,415.2万97.0万股+6.1万股+6.30%加仓
SSPROTT ASSET MANAGEMENTCEF
3.19%4.16%$2,190.6万54.5万股$2,597.5万54.4万股+183股+0.03%加仓
J骏利·HENDERSON SECURITIZED INCOME ETFJSI
3.03%3.25%$2,080.4万40.6万股$2,032.0万39.4万股+1.2万股+3.06%加仓
AAMPLIFY ETF TRDIVO
2.72%2.78%$1,867.6万40.9万股$1,734.6万38.7万股+2.2万股+5.66%加仓
V先锋领航指数基金VOO
2.6%2.24%$1,785.4万2.6万股$1,396.1万2.3万股+2,633股+11.27%加仓
英伟达NVDA
2.33%2.21%$1,595.4万8.0万股$1,379.3万7.9万股+646股+0.82%加仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
2.22%$1,524.0万44.5万股$00股+44.5万股新买入
J骏利Detroit策略信托JELM
1.98%$1,355.8万53.6万股$00股+53.6万股新买入
苹果AAPL
1.97%1.91%$1,353.3万4.7万股$1,192.5万4.7万股-216股-0.46%减仓
SSSGA ACTIVE TRALLW
1.91%1.99%$1,309.1万44.7万股$1,245.1万43.2万股+1.6万股+3.63%加仓
IiShares安硕信托IQLT
1.89%1.89%$1,293.2万26.1万股$1,179.9万25.5万股+5,774股+2.26%加仓
F第一信托交易所交易基金IIIFEMB
1.61%1.44%$1,106.4万37.9万股$897.1万31.2万股+6.6万股+21.29%加仓
泛林集团LRCX
1.37%0.87%$939.2万2.2万股$542.4万2.5万股-3,714股-14.63%减仓
TRIPLE FLAG PRECIOUS METALTFPM
1.01%1.29%$693.1万23.1万股$802.7万23.1万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.92%0.84%$631.7万1.8万股$522.5万1.8万股-335股-1.84%减仓
博通AVGO
0.85%0.79%$583.4万1.5万股$493.5万1.6万股-501股-3.14%减仓
LLATTICE STRATEGIES TRROUS
0.84%0.8%$578.2万8.6万股$499.0万8.5万股+1,275股+1.51%加仓
AMD超威AMD
0.81%0.31%$557.6万9,598股$192.8万9,479股+119股+1.26%加仓
TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA
0.8%0.74%$548.9万11.5万股$460.8万11.3万股+2,805股+2.49%加仓
J骏利亨德森JAAA
0.75%0.98%$513.4万10.2万股$612.6万12.2万股-2.0万股-16.39%减仓
应用材料AMAT
0.71%0.44%$489.9万6,776股$275.5万8,061股-1,285股-15.94%减仓
PProShares信托QLD
0.69%0.51%$476.6万4.9万股$317.3万5.2万股-2,769股-5.32%减仓
沃尔玛WMT
0.68%0.82%$467.1万4.1万股$512.2万4.1万股+25股+0.06%加仓
默沙东MRK
0.67%0.62%$460.3万3.6万股$390.2万3.2万股+3,378股+10.41%加仓
微软MSFT
0.6%0.62%$412.7万1.1万股$387.2万1.0万股+604股+5.77%加仓
F第一信托交易所交易基金LGOV
0.6%2.4%$410.6万19.2万股$1,501.9万69.6万股-50.4万股-72.45%减仓
科磊KLAC
0.59%0.36%$405.8万1.3万股$225.1万1,529股+1.2万股+779.59%加仓
思科CSCO
0.58%0.42%$400.9万3.4万股$262.7万3.4万股+273股+0.81%加仓
VisaV
0.54%0.5%$369.7万1.1万股$311.9万1.0万股+456股+4.42%加仓
PProShares信托SSO
0.53%0.66%$366.8万5.4万股$414.2万8.0万股-2.5万股-31.83%减仓
PPGIM ULTRAPULS
0.53%0.61%$363.6万7.3万股$379.7万7.7万股-3,335股-4.35%减仓
IINNODATAINOD
0.53%0.59%$362.7万4.8万股$370.5万9.6万股-4.8万股-49.97%减仓
F第一信托交易所交易基金SDVY
0.52%0.5%$355.1万8.2万股$313.9万8.0万股+2,702股+3.39%加仓
DIGITAL RLTY TR COMDLR
0.5%0.54%$346.2万1.9万股$338.2万1.9万股+510股+2.72%加仓
MMONSTER BEVERAGE NEW COMMNST
0.5%0.41%$344.6万3.6万股$256.1万3.5万股+501股+1.42%加仓
爱迪生联合电气ED
0.5%0.54%$341.5万3.1万股$335.6万3.0万股+1,223股+4.12%加仓
Arista网络ANET
0.49%0.34%$336.1万2.0万股$211.6万1.7万股+2,546股+14.77%加仓
洛克希德马丁LMT
0.49%0.63%$333.7万6,550股$394.7万6,531股+19股+0.29%加仓
南方电力SO
0.48%0.49%$328.5万3.4万股$308.9万3.2万股+2,328股+7.28%加仓
HERSHEY COMHSY
0.47%0.62%$325.6万1.9万股$386.2万1.9万股-20股-0.11%减仓
威瑞森VZ
0.47%0.6%$323.9万7.6万股$376.4万7.5万股+1,514股+2.02%加仓
I景顺·NASDAQ 100 ETFQQQM
0.46%0.37%$318.8万1.1万股$231.1万9,724股+799股+8.22%加仓
南方铜业SCCO
0.46%0.53%$312.7万1.8万股$329.9万1.9万股-1,233股-6.43%减仓
麦当劳MCD
0.44%0.52%$303.2万1.1万股$324.0万1.0万股+789股+7.57%加仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
0.41%0.39%$279.2万2.5万股$244.3万2.4万股+1,097股+4.64%加仓
KROGER COMKR
0.4%0.54%$276.9万5.0万股$336.1万4.6万股+3,414股+7.35%加仓

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