MI
Marshall Investment Management, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$2.1亿
申报季度: 2026-03-31 · 持股只数: 274
MARSHALL INVESTMENT MANAGEMENT, LLC在最新一期 13F 报告中披露了 274 项持股，申报期为 2026-03-31，总持股市值约为 US$2.1亿，季度换手率为 40.6%。
机构性格雪花图
- 集中度
- 11.84
- 持仓稳定性
- 40.63
- 动能／逆势
- 100
- 行业集中度
- 57.9
- 多样化
- 100
- 仓位均衡度
- 73.29
近期动向
减仓 FMDE
-99.1% -US$865.7万
减仓 SPY
-64.8% -US$349.2万
减仓 FFLG
-27.5% -US$281.1万
减仓 META
-91.7% -US$304.9万
加仓 TSM
+333.2% US$298.5万
加仓 MFUS
+26.6% US$266.4万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-避险与商品 | 9.71% | +0.07% | -2.82% | |
| 2 | MFUS | Pimco Rafi Dynamic Multi-fac | ETF-其他 | 5.45% | +1.08% | +26.63% | |
| 3 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 4.96% | +4.96% | NEW | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.60% | -0.05% | +8.78% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | -0.92% | +8.78% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.22% | — | +8.50% | |
| 7 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 2.82% | +2.82% | NEW | |
| 8 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-其他 | 2.78% | -1.55% | -27.48% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.39% | +0.05% | +9.15% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.37% | -0.22% | +2.82% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.31% | -0.19% | +6.09% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.24% | -0.34% | -0.48% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.24% | -0.19% | +3.30% | |
| 14 | MFSB | Mfs Active Core Plus Bond | ETF-其他 | 2.16% | — | +3.26% | |
| 15 | FTHF | Ft Em Human Flourishing ETF | ETF-其他 | 1.94% | +1.94% | NEW | |
| 16 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 1.91% | +1.91% | NEW | |
| 17 | AIRR | First Trust Rba American Ind | ETF-其他 | 1.87% | +0.09% | -2.70% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.81% | +1.42% | +333.23% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 1.80% | +0.16% | +2.88% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.74% | -0.30% | +4.26% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 1.69% | +0.34% | +6.23% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事业 | 1.66% | +0.21% | +7.45% | |
| 23 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.55% | -0.23% | +9.54% | |
| 24 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.51% | +0.49% | +35.61% | |
| 25 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.44% | +0.04% | +10.07% | |
| 26 | AMGN | Amgen INC | 股票-医疗保健 | 1.31% | +0.09% | +4.71% | |
| 27 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 1.30% | — | -0.03% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.27% | — | -0.47% | |
| 29 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 1.22% | -0.18% | -13.35% | |
| 30 | SOXQ | Invesco Phlx Semiconductor | ETF-其他 | 1.21% | — | -9.52% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | +0.15% | +1.11% | |
| 32 | LIT | Global X Lithium & Battery T | ETF-其他 | 1.12% | — | -11.38% | |
| 33 | PAVE | Global X US Infrastructure | ETF-其他 | 1.08% | +0.09% | +6.81% | |
| 34 | FTCS | First Trust Capital Strength | ETF-其他 | 1.08% | — | -0.87% | |
| 35 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 1.00% | — | -8.10% | |
| 36 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 0.95% | — | -4.07% | |
| 37 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.94% | — | +10.04% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.84% | -1.80% | -64.83% | |
| 39 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.81% | — | +6.64% | |
| 40 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.79% | -0.15% | -2.04% | |
| 41 | EIPX | Ft Energy INC Partners Strat | ETF-其他 | 0.78% | +0.15% | +6.15% | |
| 42 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.76% | +0.08% | +9.84% | |
| 43 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.75% | -0.67% | -31.65% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.75% | — | -10.34% | |
| 45 | FTXH | First Trust Nasdaq Pharmaceu | ETF-科技型 | 0.75% | +0.06% | +8.19% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | +4.33% | |
| 47 | ARKX | Ark Space & Defense Innovati | ETF-其他 | 0.53% | — | +9.07% | |
| 48 | MISL | First Trust Indxx Aero & Def | ETF-其他 | 0.49% | +0.49% | NEW | |
| 49 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.46% | +0.11% | +33.25% | |
| 50 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.45% | — | — |
1–50 of 274
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Marshall Investment Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Invesco S&p 500 Pure Value E (RPV); 清仓: Cap Group Growth Equity (CGGR); 新建仓: Fidelity Enh Lrg Cap Val ETF (FELV); 新建仓: Ft Em Human Flourishing ETF (FTHF); 新建仓: Tcw Flexible Income ETF (FLXR).
FAQ
Marshall Investment Management, LLC 是什么机构？属于哪种投资人类型？
Marshall Investment Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.1亿，分布在 274 个已申报仓位之中。
Marshall Investment Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Marshall Investment Management, LLC 按市值排列的前几大持股为：
1. Spdr Gold Shares (GLD) — US$2024.5万 (9.7%)
2. Pimco Rafi Dynamic Multi-fac (MFUS) — US$1136.2万 (5.5%)
3. Invesco S&p 500 Pure Value E (RPV) — US$1033.3万 (5.0%)
4. Berkshire Hathaway Inc-cl B (BRK-B) — US$959.3万 (4.6%)
5. Microsoft CORP (MSFT) — US$747.7万 (3.6%)
Marshall Investment Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Marshall Investment Management, LLC 共进行了 50 项显著调整：新建仓 13 个仓位、加仓 22 个既有持股、减仓 12 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Invesco S&p 500 Pure Value E (RPV); 清仓: Cap Group Growth Equity (CGGR); 新建仓: Fidelity Enh Lrg Cap Val ETF (FELV); 新建仓: Ft Em Human Flourishing ETF (FTHF); 新建仓: Tcw Flexible Income ETF (FLXR)
Marshall Investment Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Marshall Investment Management, LLC 的主要板块分布如下：
• Information Technology: 33.1%
• Financials: 20.1%
• Health Care: 12.1%
• Communication Services: 11.3%
• Consumer Discretionary: 9.2%
• Consumer Staples: 5.7%