Marble Wealth, LLC
- SEC CIK
- 0002110081
- 最新申報
- 2026/8/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位。
- 持股檔數
- 272
- 2025 年第 3 季沒有申報
- 總值
- $7.20 億
- 2025 年第 3 季沒有申報
Marble Wealth, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 89,246 | $6,113 萬 | 8.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 78,323 | $3,821 萬 | 5.3% | – | – | – |
| AAPLApple Inc. | Stock | 122,201 | $3,322 萬 | 4.6% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 315,603 | $2,823 萬 | 3.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 135,497 | $2,527 萬 | 3.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 96,894 | $2,237 萬 | 3.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 45,626 | $2,207 萬 | 3.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 70,487 | $2,206 萬 | 3.1% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 342,530 | $2,061 萬 | 2.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 31,961 | $2,004 萬 | 2.8% | – | – | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 493,379 | $1,943 萬 | 2.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 71,525 | $1,572 萬 | 2.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 43,282 | $1,498 萬 | 2.1% | – | – | 歷史 |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 319,703 | $1,126 萬 | 1.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 34,625 | $1,087 萬 | 1.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 90,353 | $1,007 萬 | 1.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 26,310 | $847.8 萬 | 1.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 121,106 | $814.1 萬 | 1.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 66,788 | $802.7 萬 | 1.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 292,173 | $801.4 萬 | 1.1% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 72,747 | $757.1 萬 | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 38,893 | $745.0 萬 | 1.0% | – | – | – |
| BXBlackstone Inc. | COM | 47,381 | $730.3 萬 | 1.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,074 | $696.3 萬 | 1.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,846 | $696.0 萬 | 1.0% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 54,782 | $659.2 萬 | 0.9% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 20,589 | $634.2 萬 | 0.9% | – | – | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 190,639 | $600.7 萬 | 0.8% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 173,395 | $565.6 萬 | 0.8% | – | – | – |
| HDHome Depot, Inc. | Stock | 15,344 | $528.0 萬 | 0.7% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,613 | $467.7 萬 | 0.6% | – | – | – |
| SOSouthern Co | Stock | 50,957 | $444.3 萬 | 0.6% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 206,813 | $418.4 萬 | 0.6% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 41,400 | $413.6 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,199 | $409.2 萬 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,807 | $406.9 萬 | 0.6% | – | – | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 148,058 | $389.8 萬 | 0.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 34,176 | $389.1 萬 | 0.5% | – | – | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 48,870 | $379.4 萬 | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,302 | $361.5 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 10,064 | $352.9 萬 | 0.5% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,827 | $349.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 90,730 | $339.3 萬 | 0.5% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 3,595 | $316.0 萬 | 0.4% | – | – | 歷史 |
| COPConocoPhillips | Stock | 33,510 | $313.7 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 10,232 | $312.7 萬 | 0.4% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $301.9 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 14,254 | $295.0 萬 | 0.4% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,659 | $286.1 萬 | 0.4% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 4,346 | $284.0 萬 | 0.4% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 15,176 | $269.7 萬 | 0.4% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 28,061 | $255.9 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 32,618 | $251.3 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 37,886 | $250.0 萬 | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 16,063 | $244.8 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,265 | $243.4 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 41,985 | $230.9 萬 | 0.3% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 38,298 | $230.2 萬 | 0.3% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 28,172 | $228.7 萬 | 0.3% | – | – | 歷史 |
| CAHCardinal Health Inc | Stock | 11,109 | $228.3 萬 | 0.3% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 15,653 | $226.6 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 3,863 | $221.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,484 | $217.4 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 15,165 | $217.3 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 29,735 | $207.9 萬 | 0.3% | – | – | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 45,103 | $207.7 萬 | 0.3% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,546 | $205.5 萬 | 0.3% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,328 | $202.9 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 74,600 | $185.3 萬 | 0.3% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 6,501 | $179.0 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 9,568 | $175.5 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 4,651 | $172.1 萬 | 0.2% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 16,076 | $168.8 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,077 | $167.6 萬 | 0.2% | – | – | 歷史 |
| LINLinde PLC | Stock | 3,928 | $167.5 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 13,216 | $165.6 萬 | 0.2% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 6,543 | $161.1 萬 | 0.2% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 12,296 | $158.7 萬 | 0.2% | – | – | 歷史 |
| FSKFS KKR Capital Corp | COM | 105,832 | $156.7 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 38,277 | $155.9 萬 | 0.2% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 56,007 | $154.0 萬 | 0.2% | – | – | 歷史 |
| SYYSysco Corp | Stock | 20,657 | $152.2 萬 | 0.2% | – | – | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 19,466 | $148.4 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 5,478 | $140.8 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 7,035 | $137.1 萬 | 0.2% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 12,417 | $136.8 萬 | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 8,392 | $135.1 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,327 | $132.8 萬 | 0.2% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 248 | $132.7 萬 | 0.2% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 3,111 | $131.3 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 7,081 | $125.7 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,757 | $124.0 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,527 | $122.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 14,523 | $120.3 萬 | 0.2% | – | – | – |
| WFCWells Fargo & Company | Stock | 12,893 | $120.2 萬 | 0.2% | – | – | 歷史 |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 18,188 | $119.1 萬 | 0.2% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 9,588 | $117.7 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 6,744 | $115.4 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,738 | $113.0 萬 | 0.2% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 8,491 | $112.7 萬 | 0.2% | – | – | 歷史 |