Scott Marsh Financial, LLC
CIK 2081102 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $269.7M
- 持仓
- 248
- 截至
- 2025年6月30日 数据截至 Q2 2025
按 13F 价值排名第 5498（共 9443） · 前 58.2%
- 前十大持仓权重
- 25.06%
- 前二十五大持仓权重
- 39.36%
- 持仓高于 1%
- 17
- 有效持仓数量
- 89.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 248
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
25.2%
Industrials
13.8%
Health Care
11.5%
Financial Services
6.8%
Communication Services
6.7%
Retail
5.8%
Financials
5.7%
Consumer Discretionary
3.9%
Energy
1.9%
Materials
1.4%
Consumer Staples
1.2%
Utilities
1.1%
Consumer products
0.9%
Telecommunication
0.8%
Real Estate
0.8%
Communications
0.6%
Diversified Consumer Services
0.2%
Logistics & Transportation
0.1%
其他/未映射
11.6%
完整投资组合 248 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $12646742 | 4.69% | 61640 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $10844962 | 4.02% | 21802 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $8828692 | 3.27% | 40242 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $7521908 | 2.79% | 47610 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $5892654 | 2.19% | 26952 | 上涨 ×1 | |||
| V Visa Inc. | $5348916 | 1.98% | 15066 | 上涨 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $4569112 | 1.69% | 3412 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $4240782 | 1.57% | 5746 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $4098822 | 1.52% | 23106 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $3590078 | 1.33% | 20372 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $3395302 | 1.26% | 6042 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $3297946 | 1.22% | 10382 | 上涨 ×1 | |||
| VOO | $3040384 | 1.13% | 5352 | 上涨 ×1 | |||
| ABT Abbott Laboratories Common Stock | $2934174 | 1.09% | 21574 | 上涨 ×1 | |||
| BA Boeing Company (The) Common Stock | $2908694 | 1.08% | 13882 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $2903716 | 1.08% | 3724 | 上涨 ×1 | |||
| MSCI MSCI Inc. Common Stock | $2801926 | 1.04% | 4858 | 上涨 ×1 | |||
| AME AMETEK, Inc. | $2331532 | 0.86% | 12884 | 上涨 ×1 | |||
| ADBE Adobe Inc. - Common Stock | $2329790 | 0.86% | 6022 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2311284 | 0.86% | 7972 | 上涨 ×1 | |||
| ZTS Zoetis Inc. Class A Common Stock | $2291612 | 0.85% | 14694 | 上涨 ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $2169250 | 0.80% | 2110 | 上涨 ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $1999318 | 0.74% | 12554 | 上涨 ×1 | |||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $1929168 | 0.72% | 23038 | 上涨 ×1 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $1910806 | 0.71% | 5356 | 上涨 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $1899688 | 0.70% | 20732 | 上涨 ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $1887790 | 0.70% | 6316 | 上涨 ×1 | |||
| SHYG | $1862675 | 0.69% | 43177 | 上涨 ×1 | |||
| WAB Westinghouse Air Brake Technologies Corporation Common Stock | $1860086 | 0.69% | 8886 | 上涨 ×1 | |||
| PM Philip Morris International Inc Common Stock | $1849034 | 0.69% | 10152 | 上涨 ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1841448 | 0.68% | 15964 | 上涨 ×1 | |||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $1805088 | 0.67% | 2468 | 上涨 ×1 | |||
| SPYG | $1779896 | 0.66% | 18672 | 上涨 ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $1771284 | 0.66% | 40936 | 上涨 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $1755658 | 0.65% | 4330 | 上涨 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $1746548 | 0.65% | 9540 | 上涨 ×1 | |||
| USHY | $1719330 | 0.64% | 45836 | 上涨 ×1 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $1666690 | 0.62% | 12594 | 上涨 ×1 | |||
| EFX Equifax, Inc. Common Stock | $1652754 | 0.61% | 6372 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $1591186 | 0.59% | 10898 | 上涨 ×1 | |||
| BRKB | $1585552 | 0.59% | 3264 | 上涨 ×1 | |||
| WDAY Workday, Inc. - Class A Common Stock | $1567200 | 0.58% | 6530 | 上涨 ×1 | |||
| GLW Corning Incorporated Common Stock | $1534398 | 0.57% | 29176 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $1527086 | 0.57% | 32272 | 上涨 ×1 | |||
| FCX Freeport-McMoRan, Inc. Common Stock | $1505992 | 0.56% | 34740 | 上涨 ×1 | |||
| SPY SPY | $1478545 | 0.55% | 2393 | 上涨 ×1 | |||
| PNR Pentair plc. Ordinary Share | $1451060 | 0.54% | 14134 | 上涨 ×1 | |||
| BR Broadridge Financial Solutions, Inc. Common Stock | $1445754 | 0.54% | 5948 | 上涨 ×1 | |||
| C Citigroup, Inc. Common Stock | $1438460 | 0.53% | 16900 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1419598 | 0.53% | 5150 | 上涨 ×1 | |||
| SCHM | $1405640 | 0.52% | 50112 | 上涨 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $1383594 | 0.51% | 6236 | 上涨 ×1 | |||
| CVS CVS Health Corporation Common Stock | $1380584 | 0.51% | 20014 | 上涨 ×1 | |||
| VRSK Verisk Analytics, Inc. - Common Stock | $1361912 | 0.51% | 4372 | 上涨 ×1 | |||
| MS Morgan Stanley Common Stock | $1351672 | 0.50% | 9596 | 上涨 ×1 | |||
| AMT American Tower Corporation (REIT) Common Stock | $1346682 | 0.50% | 6094 | 上涨 ×1 | |||
| COO The Cooper Companies, Inc. - Common Stock | $1314752 | 0.49% | 18476 | 上涨 ×1 | |||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $1312960 | 0.49% | 2448 | 上涨 ×1 | |||
| RMBS Rambus, Inc. - Common Stock | $1303574 | 0.48% | 20362 | 上涨 ×1 | |||
| WST West Pharmaceutical Services, Inc. Common Stock | $1292248 | 0.48% | 5906 | 上涨 ×1 | |||
| GOVT | $1289063 | 0.48% | 56095 | 上涨 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $1277298 | 0.47% | 3290 | 上涨 ×1 | |||
| THC Tenet Healthcare Corporation Common Stock | $1276000 | 0.47% | 7250 | 上涨 ×1 | |||
| CVX Chevron Corporation Common Stock | $1274638 | 0.47% | 8902 | 上涨 ×1 | |||
| AIG American International Group, Inc. New Common Stock | $1257454 | 0.47% | 14692 | 上涨 ×1 | |||
| WFC Wells Fargo & Company Common Stock | $1247938 | 0.46% | 15576 | 上涨 ×1 | |||
| ODFL Old Dominion Freight Line, Inc. - Common Stock | $1199416 | 0.44% | 7390 | 上涨 ×1 | |||
| POOL Pool Corporation - Common Stock | $1197474 | 0.44% | 4108 | 上涨 ×1 | |||
| HEIA | $1184820 | 0.44% | 4579 | 上涨 ×1 | |||
| ALGN Align Technology, Inc. - Common Stock | $1183692 | 0.44% | 6252 | 上涨 ×1 | |||
| BRO Brown & Brown, Inc. Common Stock | $1181460 | 0.44% | 10656 | 上涨 ×1 | |||
| ACIW ACI Worldwide, Inc. - Common Stock | $1175388 | 0.44% | 25602 | 上涨 ×1 | |||
| SPDW | $1169488 | 0.43% | 28884 | 上涨 ×1 | |||
| EPAM EPAM Systems, Inc. Common Stock | $1168428 | 0.43% | 6608 | 上涨 ×1 | |||
| LII Lennox International, Inc. Common Stock | $1141928 | 0.42% | 1992 | 上涨 ×1 | |||
| DPZ Domino's Pizza Inc - Common Stock | $1136484 | 0.42% | 2522 | 上涨 ×1 | |||
| SPMB | $1113287 | 0.41% | 50375 | 上涨 ×1 | |||
| WMB Williams Companies, Inc. (The) Common Stock | $1093902 | 0.41% | 17416 | 上涨 ×1 | |||
| HLI Houlihan Lokey, Inc. Class A Common Stock | $1074904 | 0.40% | 5973 | 上涨 ×1 | |||
| PAYC Paycom Software, Inc. Common Stock | $1070948 | 0.40% | 4628 | 上涨 ×1 | |||
| CI The Cigna Group Common Stock | $1062600 | 0.39% | 3214 | 上涨 ×1 | |||
| MPC Marathon Petroleum Corporation Common Stock | $1050934 | 0.39% | 6326 | 上涨 ×1 | |||
| ROST Ross Stores, Inc. - Common Stock | $1045962 | 0.39% | 8198 | 上涨 ×1 | |||
| AES The AES Corporation Common Stock | $1028008 | 0.38% | 97720 | 上涨 ×1 | |||
| OLED Universal Display Corporation - Common Stock | $1013302 | 0.38% | 6560 | 上涨 ×1 | |||
| STRL Sterling Infrastructure, Inc. - Common Stock | $1011751 | 0.38% | 4385 | 上涨 ×1 | |||
| OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock | $1008381 | 0.37% | 7652 | 上涨 ×1 | |||
| PCG Pacific Gas & Electric Co. Common Stock | $1001638 | 0.37% | 71854 | 上涨 ×1 | |||
| AVAV AeroVironment, Inc. - Common Stock | $981368 | 0.36% | 3444 | 上涨 ×1 | |||
| MET MetLife, Inc. Common Stock | $957954 | 0.36% | 11912 | 上涨 ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $956262 | 0.35% | 20658 | 上涨 ×1 | |||
| CVLT Commvault Systems, Inc. - Common Stock | $936675 | 0.35% | 5373 | 上涨 ×1 | |||
| TDY Teledyne Technologies Incorporated Common Stock | $935478 | 0.35% | 1826 | 上涨 ×1 | |||
| BMI Badger Meter, Inc. Common Stock | $933517 | 0.35% | 3811 | 上涨 ×1 | |||
| CSGP CoStar Group, Inc. - Common Stock | $912540 | 0.34% | 11350 | 上涨 ×1 | |||
| SPYV | $910836 | 0.34% | 17402 | 上涨 ×1 | |||
| CNC Centene Corporation Common Stock | $903654 | 0.34% | 16648 | 上涨 ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $890230 | 0.33% | 10736 | 上涨 ×1 | |||
| SCHV | $877998 | 0.33% | 31732 | 上涨 ×1 | |||
| SPTL | $864568 | 0.32% | 32527 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| AAPL | $12646742 | 61640 | 4.69% |
| MSFT | $10844962 | 21802 | 4.02% |
| AMZN | $8828692 | 40242 | 3.27% |
| NVDA | $7521908 | 47610 | 2.79% |
| ORCL | $5892654 | 26952 | 2.19% |
| V | $5348916 | 15066 | 1.98% |
| NFLX | $4569112 | 3412 | 1.69% |
| META | $4240782 | 5746 | 1.57% |
| GOOG | $4098822 | 23106 | 1.52% |
| GOOGL | $3590078 | 20372 | 1.33% |
| MA | $3395302 | 6042 | 1.26% |
| TSLA | $3297946 | 10382 | 1.22% |
| VOO | $3040384 | 5352 | 1.13% |
| ABT | $2934174 | 21574 | 1.09% |
| BA | $2908694 | 13882 | 1.08% |