13FBOX
MARSHALL INVESTMENT MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

MARSHALL INVESTMENT MANAGEMENT, LLC

No.6503 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.41亿
环比变动 Q1 2026
+$3,226.0万+15.5%
持仓股票数
497
新买入
253
加仓
110
减仓
50
清仓
30
持股不变
84
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黄金信托GLD
7.31%9.71%$1,759.0万4.8万股$2,024.5万4.7万股+700股+1.49%加仓
PPIMCO EQUITY SERMFUS
5.14%5.45%$1,238.0万18.4万股$1,136.2万19.5万股-1.0万股-5.26%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
4.49%4.96%$1,081.5万9.6万股$1,033.3万9.6万股-414股-0.43%减仓
伯克希尔哈撒韦BRK.B
4.2%4.6%$1,011.7万2.0万股$959.3万2.0万股+199股+0.99%加仓
微软MSFT
3.4%3.59%$818.1万2.2万股$747.7万2.0万股+1,732股+8.57%加仓
亚马逊AMZN
3.38%3.22%$813.2万3.4万股$670.7万3.2万股+1,915股+5.95%加仓
苹果AAPL
2.85%2.37%$685.9万2.4万股$494.0万1.9万股+4,240股+21.78%加仓
F富达Covington信托FFLG
2.85%2.78%$685.1万19.8万股$580.0万20.9万股-1.1万股-5.27%减仓
CrowdStrikeCRWD
2.73%1.55%$657.9万8,621股$323.2万8,279股+342股+4.13%加仓
F富达Covington信托FBCV
2.66%2.82%$640.5万16.0万股$588.2万16.8万股-8,726股-5.18%减仓
AAlphabet Inc Class CGOOG
2.44%2.24%$587.5万1.7万股$467.2万1.6万股+342股+2.10%加仓
摩根大通JPM
2.4%2.31%$578.4万1.8万股$482.2万1.6万股+1,277股+7.79%加仓
F第一信托交易所交易基金RDVY
2.4%2.39%$577.9万7.1万股$499.1万7.3万股-1,808股-2.47%减仓
英伟达NVDA
2.31%2.24%$557.2万2.8万股$466.4万2.7万股+1,103股+4.12%加仓
台积电TSM
2.31%1.81%$557.1万1.2万股$376.7万1.1万股+518股+4.65%加仓
IINVESCO PHLX SEMICONDUCTOR ETFSOXQ
2.21%1.21%$533.1万4.8万股$252.7万4.2万股+5,228股+12.35%加仓
F第一信托交易所交易基金FTHF
2.13%1.94%$512.9万10.3万股$403.9万10.8万股-5,098股-4.71%减仓
F第一信托交易所交易基金FYC
2.12%1.87%$511.4万3.8万股$388.9万3.5万股+3,278股+9.34%加仓
礼来LLY
2.1%1.74%$506.2万4,220股$362.8万3,944股+276股+7.00%加仓
MMFS ACTIVE EXCHANGE TRADED FMFSB
1.86%2.16%$447.9万18.0万股$450.8万18.1万股-1,432股-0.79%减仓
TTCW ETF TRUSTXB
1.65%1.91%$397.9万10.1万股$398.7万10.2万股-45股-0.04%减仓
沃尔玛WMT
1.54%1.8%$371.6万3.3万股$374.7万3.0万股+2,667股+8.85%加仓
杜克能源DUK
1.49%1.66%$359.4万2.8万股$346.0万2.6万股+1,967股+7.44%加仓
威瑞森VZ
1.32%1.69%$317.2万7.5万股$353.2万7.0万股+4,569股+6.49%加仓
SSPDR道富系列信托XAR
1.31%1.22%$314.7万1.1万股$254.2万1.0万股+1,080股+10.79%加仓
F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV
1.26%1.3%$304.5万4.0万股$271.7万4.5万股-4,825股-10.73%减仓
AMGEN COMAMGN
1.26%1.31%$303.7万8,386股$273.9万7,784股+602股+7.73%加仓
FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI
1.24%1.44%$299.4万15.5万股$301.0万15.8万股-3,213股-2.03%减仓
GGLOBAL X LITHIUM & BATTERY TECH ETFLIT
1.15%1.12%$277.1万3.5万股$233.1万3.1万股+4,045股+12.90%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
1.14%1.51%$275.0万5.7万股$315.8万6.2万股-5,648股-9.08%减仓
F第一信托·USTFVD
1.12%1.27%$269.4万5.6万股$265.6万5.6万股-544股-0.96%减仓
强生JNJ
1.11%1.17%$266.1万1.0万股$243.1万9,945股+534股+5.37%加仓
VANECK URANIUM AND NUCLEAR ETFNLR
1.1%1%$264.5万2.3万股$208.2万1.6万股+7,180股+45.94%加仓
S道富XLI
1.07%0.75%$256.6万1.4万股$157.1万9,711股+4,141股+42.64%加仓
F第一信托·UST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDTDIV
1.06%0.94%$255.0万2.2万股$196.7万2.1万股+1,194股+5.68%加仓
GGlobal X基金PAVE
1.03%1.08%$249.0万4.2万股$224.6万4.4万股-1,933股-4.37%减仓
I景顺交易所交易基金信托XSMO
0.97%0.95%$232.7万2.5万股$198.8万2.6万股-1,307股-5.00%减仓
F第一信托交易所交易基金FTCS
0.94%1.08%$226.1万2.4万股$224.3万2.4万股-109股-0.45%减仓
F第一信托交易所交易基金EIPX
0.86%0.78%$205.9万6.6万股$162.7万5.1万股+1.5万股+30.06%加仓
NNEUBERGER OPTION STRATEGY ETFNBOS
0.84%$201.4万7.2万股$00股+7.2万股新买入
FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW
0.84%0.79%$201.4万1.3万股$163.7万1.3万股-273股-2.12%减仓
F第一信托交易所交易基金FPX
0.77%0.76%$186.1万9,704股$158.4万9,686股+18股+0.19%加仓
AARK ETF TR WEB X.OARKW
0.77%0.75%$185.5万1.3万股$157.4万1.3万股-240股-1.84%减仓
F第一信托交易所交易基金SDVY
0.74%0.81%$179.3万4.2万股$168.7万4.3万股-1,223股-2.86%减仓
SSPDR标普500 ETFSPY
0.71%0.84%$170.6万2,284股$176.1万2,709股-425股-15.69%减仓
V先锋领航指数基金VOO
0.62%0.68%$148.2万2,158股$142.7万2,388股-230股-9.63%减仓
FFIRST TR EXCHANGE-TRADED FD VI NASDQ PHRMTCLSFTXH
0.6%0.75%$145.4万3.8万股$155.4万4.5万股-7,152股-15.81%减仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
0.52%0.28%$124.7万4.2万股$58.5万2.3万股+2.0万股+85.44%加仓
AARK·ETF TRARKX
0.51%0.53%$123.7万3.6万股$111.0万3.8万股-1,551股-4.10%减仓
S道富·EET SPDR S&P METALS & MINING ETFXME
0.48%0.46%$115.4万1.1万股$96.4万8,921股+1,869股+20.95%加仓

🧭 机构资金流板块热力图

净流出 净流入