Marble Wealth, LLC 13F 持仓 · 2026年Q2
Marble Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 234 只证券，申报市值合计 6.53 亿美元。前几大持仓：IVV（10.44%）、VUG（6.15%）、NVDA（4.01%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $68.2M | 10.44% | 91,033 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $40.2M | 6.15% | 466,691 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $26.2M | 4.01% | 130,982 | 减持 |
| 4 | AAPL | APPLE INC | $24.7M | 3.79% | 85,524 | 减持 |
| 5 | IEFA | ISHARES TR | $23.1M | 3.54% | 239,304 | 增持 |
| 6 | VFLO | VICTORY PORTFOLIOS II | $22.2M | 3.39% | 484,517 | 增持 |
| 7 | VOO | VANGUARD INDEX FDS | $22.1M | 3.38% | 32,167 | 增持 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $17.1M | 2.62% | 72,199 | 增持 |
| 9 | GOOGL | ALPHABET INC | $16.6M | 2.53% | 46,321 | 减持 |
| 10 | AMZN | AMAZON COM INC | $16.1M | 2.47% | 67,759 | 增持 |
| 11 | AVGO | BROADCOM INC | $14.7M | 2.26% | 39,037 | 减持 |
| 12 | IEMG | ISHARES INC | $14.7M | 2.26% | 177,840 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $13.3M | 2.04% | 35,700 | 减持 |
| 14 | COWZ | PACER FDS TR | $12.7M | 1.95% | 204,699 | 减持 |
| 15 | FENI | FIDELITY COVINGTON TRUST | $11.3M | 1.73% | 281,213 | 增持 |
| 16 | IJR | ISHARES TR | $11.0M | 1.69% | 74,377 | 增持 |
| 17 | WMT | WALMART INC | $9.5M | 1.45% | 83,602 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $8.4M | 1.29% | 25,738 | 增持 |
| 19 | GOOG | ALPHABET INC | $7.1M | 1.09% | 20,099 | 减持 |
| 20 | FNDA | SCHWAB STRATEGIC TR | $7.1M | 1.08% | 185,554 | 减持 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $6.9M | 1.06% | 7,378 | 增持 |
| 22 | FESM | FIDELITY COVINGTON TRUST | $6.8M | 1.04% | 140,462 | 增持 |
| 23 | COWG | PACER FDS TR | $6.6M | 1.01% | 164,698 | 减持 |
| 24 | SCHG | SCHWAB STRATEGIC TR | $5.9M | 0.90% | 173,404 | 增持 |
| 25 | BX | BLACKSTONE INC | $5.6M | 0.86% | 47,775 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR