Marmo Financial Group, LLC 13F 持仓 · 2026年Q1
Marmo Financial Group 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 2.02 亿美元。前几大持仓：SPY（16.06%）、VUG（14.32%）、MGV（10.86%）。本季前 25 大持仓中：增持 6 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $32.4M | 16.06% | 49,866 | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $28.9M | 14.32% | 66,196 | 增持 |
| 3 | MGV | VANGUARD WORLD FD | $21.9M | 10.86% | 151,239 | 增持 |
| 4 | VBR | VANGUARD INDEX FDS | $18.5M | 9.18% | 85,317 | 增持 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $18.1M | 8.95% | 76,059 | 减持 |
| 6 | VFH | VANGUARD WORLD FD | $12.4M | 6.14% | 102,669 | 减持 |
| 7 | VCLT | VANGUARD SCOTTSDALE FDS | $7.7M | 3.81% | 103,011 | 减持 |
| 8 | IGSB | ISHARES TR | $7.3M | 3.62% | 138,988 | 减持 |
| 9 | FDVV | FIDELITY COVINGTON TRUST | $5.8M | 2.89% | 105,667 | 减持 |
| 10 | JPIB | J P MORGAN EXCHANGE TRADED F | $5.3M | 2.61% | 109,996 | 减持 |
| 11 | SPHY | SPDR SERIES TRUST | $4.9M | 2.43% | 210,426 | 减持 |
| 12 | SPSB | SPDR SERIES TRUST | $4.8M | 2.40% | 161,212 | 减持 |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $4.6M | 2.29% | 100,326 | 减持 |
| 14 | BIV | VANGUARD BD INDEX FDS | $4.1M | 2.05% | 53,609 | 减持 |
| 15 | XSMO | INVESCO EXCHANGE TRADED FD T | $4.0M | 1.99% | 52,782 | 减持 |
| 16 | QQQ | INVESCO QQQ TR | $3.4M | 1.69% | 5,915 | 增持 |
| 17 | IMCG | ISHARES TR | $3.1M | 1.52% | 38,935 | 减持 |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.8M | 1.37% | 55,401 | 减持 |
| 19 | IWF | ISHARES TR | $2.4M | 1.17% | 5,557 | 减持 |
| 20 | SPSM | SPDR SERIES TRUST | $1.8M | 0.89% | 37,011 | 减持 |
| 21 | IAU | ISHARES GOLD TR | $1.3M | 0.63% | 14,344 | 持平 |
| 22 | NVDA | NVIDIA CORPORATION | $697,528 | 0.35% | 3,999 | 增持 |
| 23 | FCNCA | FIRST CTZNS BANCSHARES INC D | $581,672 | 0.29% | 308 | 持平 |
| 24 | JEPQ | J P MORGAN EXCHANGE TRADED F | $594,415 | 0.29% | 10,706 | 增持 |
| 25 | SLVO | UBS AG | $579,014 | 0.29% | 6,516 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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