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Marquette Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Marquette Asset Management, LLC
报告期 2026-03-31 · CIK 0001395067
持仓数
796
前50大市值合计
$658.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 93
增持 34
减持 23
方向
标的
Δ市值
现股数(环比)
增持
IWD
ISHARES TR
+$11.7M
381,407
+12%
减持
SCHG
SCHWAB STRATEGIC TR
+$11.1M
4,296,094
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$6.2M
73,495
-76%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.3M
2,191,171
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.1M
449,371
+3%
减持
IWF
ISHARES TR
+$4.5M
119,586
-2%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.5M
325,150
+1%
增持
AGG
ISHARES TR
+$2.5M
264,548
+9%
增持
VO
VANGUARD INDEX FDS
+$2.3M
128,681
+2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.1M
691,187
+2%
增持
IWM
ISHARES TR
+$1.7M
24,442
+26%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.7M
669,244
+2%
建仓
VOO
VANGUARD INDEX FDS
+$809.5K
1,322
减持
SCHA
SCHWAB STRATEGIC TR
+$662.9K
255,486
-0%
增持
USTB
VICTORY PORTFOLIOS II
+$638.2K
523,530
+2%
增持
AAPL
APPLE INC
+$489.7K
5,018
+31%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$410.8K
2,455
+45%
减持
DFSV
DIMENSIONAL ETF TRUST
+$372.0K
154,870
-0%
建仓
NVDA
NVIDIA CORPORATION
+$342.2K
1,834
建仓
VGT
VANGUARD WORLD FD
+$317.4K
425
增持
VYM
VANGUARD WHITEHALL FDS
+$280.2K
2,555
+326%
建仓
MGC
VANGUARD WORLD FD
+$271.7K
1,113
减持
MSFT
MICROSOFT CORP
-$243.1K
756
-41%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$224.2K
809
+102%
建仓
PFE
PFIZER INC
+$199.2K
7,818
增持
VZ
VERIZON COMMUNICATIONS INC
+$181.3K
4,345
+1848%
增持
AMZN
AMAZON COM INC
+$171.9K
843
+1305%
减持
—
ACCENTURE PLC IRELAND
-$162.8K
73
-88%
增持
META
META PLATFORMS INC
+$140.1K
226
+546%
减持
SCHM
SCHWAB STRATEGIC TR
+$129.4K
81,970
-0%
减持
SCHF
SCHWAB STRATEGIC TR
+$126.4K
110,046
-0%
建仓
AVGO
BROADCOM INC
+$124.4K
377
减持
EFA
ISHARES TR
-$115.7K
27,862
-8%
减持
IWR
ISHARES TR
+$107.5K
26,774
-1%
减持
VUG
VANGUARD INDEX FDS
+$106.0K
4,274
-4%
建仓
TSLA
TESLA INC
+$96.5K
217
增持
HSY
HERSHEY CO
+$87.4K
4,016
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$84.0K
634
+59%
减持
VB
VANGUARD INDEX FDS
+$82.9K
6,640
-2%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$76.7K
2,453
减持
SPY
SPDR S&P 500 ETF TR
+$66.5K
1,504
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$58.7K
1,004
+32%
建仓
LLY
ELI LILLY & CO
+$53.4K
70
建仓
MA
MASTERCARD INCORPORATED
+$48.3K
85
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$46.4K
18,928
-15%
增持
IWV
ISHARES TR
+$46.3K
734
+11%
建仓
NFLX
NETFLIX INC
+$44.4K
37
增持
ORCL
ORACLE CORP
+$44.1K
191
+334%
减持
DE
DEERE & CO
-$42.4K
24
-77%
减持
UNP
UNION PAC CORP
-$41.0K
244
-43%
建仓
CVX
CHEVRON CORP NEW
+$40.7K
262
增持
COST
COSTCO WHSL CORP NEW
+$40.6K
46
+2200%
建仓
HD
HOME DEPOT INC
+$38.1K
94
建仓
PG
PROCTER AND GAMBLE CO
+$37.2K
242
建仓
—
COPA HOLDINGS SA
+$35.6K
300
减持
SLYV
SPDR SERIES TRUST
+$35.2K
4,210
-1%
增持
—
EXXON MOBIL CORP
+$35.1K
407
+307%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$33.6K
184
建仓
BAC
BANK AMERICA CORP
+$30.3K
588
建仓
HESM
HESS MIDSTREAM LP
+$29.6K
857
建仓
KO
COCA COLA CO
+$27.2K
410
建仓
—
LINDE PLC
+$27.1K
57
增持
ABT
ABBOTT LABS
+$25.9K
358
+121%
建仓
GE
GE AEROSPACE
+$25.9K
86
增持
CAT
CATERPILLAR INC
+$25.7K
58
+1060%
建仓
CRM
SALESFORCE INC
+$25.6K
108
建仓
CSCO
CISCO SYS INC
+$25.0K
366
增持
XEL
XCEL ENERGY INC
+$24.4K
1,710
+3%
增持
PM
PHILIP MORRIS INTL INC
+$24.3K
160
+1678%
增持
WFC
WELLS FARGO CO NEW
+$23.2K
332
+472%
建仓
NOW
SERVICENOW INC
+$23.0K
25
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$22.9K
120
-40%
建仓
MCD
MCDONALDS CORP
+$22.5K
74
建仓
AMD
ADVANCED MICRO DEVICES INC
+$22.3K
138
建仓
GS
GOLDMAN SACHS GROUP INC
+$21.5K
27
建仓
MRK
MERCK & CO INC
+$21.3K
254
建仓
BBY
BEST BUY INC
+$21.0K
278
建仓
RTX
RTX CORPORATION
+$20.2K
121
建仓
TJX
TJX COS INC NEW
+$20.2K
140
减持
UNH
UNITEDHEALTH GROUP INC
-$20.2K
172
-33%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$19.9K
204
建仓
BLK
BLACKROCK INC
+$19.8K
17
建仓
INTU
INTUIT
+$19.8K
29
建仓
AXP
AMERICAN EXPRESS CO
+$19.3K
58
建仓
DIS
DISNEY WALT CO
+$19.1K
167
建仓
C
CITIGROUP INC
+$18.9K
186
建仓
PEP
PEPSICO INC
+$18.8K
134
建仓
MS
MORGAN STANLEY
+$18.8K
118
减持
IJH
ISHARES TR
-$18.6K
2,941
-13%
建仓
UBER
UBER TECHNOLOGIES INC
+$18.6K
190
增持
LOW
LOWES COS INC
+$18.2K
190
+43%
建仓
LRCX
LAM RESEARCH CORP
+$17.7K
132
建仓
SPGI
S&P GLOBAL INC
+$17.5K
36
增持
AMGN
AMGEN INC
+$17.1K
315
+23%
建仓
WELL
WELLTOWER INC
+$16.7K
94
建仓
ADBE
ADOBE INC
+$16.6K
47
增持
T
AT&T INC
+$16.5K
730
+410%
增持
AMAT
APPLIED MATLS INC
+$16.4K
125
+150%
建仓
ANET
ARISTA NETWORKS INC
+$16.3K
112
建仓
NET
CLOUDFLARE INC
+$16.3K
76
建仓
MU
MICRON TECHNOLOGY INC
+$16.2K
97
建仓
BKNG
BOOKING HOLDINGS INC
+$16.2K
3
建仓
PANW
PALO ALTO NETWORKS INC
+$16.1K
79
建仓
APP
APPLOVIN CORP
+$15.8K
22
建仓
ISRG
INTUITIVE SURGICAL INC
+$15.7K
35
建仓
GEV
GE VERNOVA INC
+$15.4K
25
建仓
—
MEDTRONIC PLC
+$15.3K
161
建仓
PGR
PROGRESSIVE CORP
+$15.3K
62
建仓
SCHW
SCHWAB CHARLES CORP
+$15.3K
160
建仓
GILD
GILEAD SCIENCES INC
+$15.1K
136
建仓
TXN
TEXAS INSTRS INC
+$15.1K
82
建仓
—
EATON CORP PLC
+$15.0K
40
建仓
BSCZ
INVESCO EXCH TRD SLF IDX FD
+$15.0K
719
减持
ABBV
ABBVIE INC
-$14.8K
292
-34%
建仓
—
CHUBB LIMITED
+$14.7K
52
建仓
COF
CAPITAL ONE FINL CORP
+$14.2K
67
建仓
NEE
NEXTERA ENERGY INC
+$14.2K
188
建仓
KLAC
KLA CORP
+$14.0K
13
建仓
SO
SOUTHERN CO
+$13.6K
144
建仓
MO
ALTRIA GROUP INC
+$13.5K
204
建仓
BA
BOEING CO
+$13.4K
62
减持
HON
HONEYWELL INTL INC
-$13.4K
368
-6%
建仓
DUK
DUKE ENERGY CORP NEW
+$13.0K
105
建仓
SNOW
SNOWFLAKE INC
+$12.6K
56
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$12.5K
32
建仓
ADI
ANALOG DEVICES INC
+$12.5K
51
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$12.3K
42
建仓
COP
CONOCOPHILLIPS
+$11.9K
126
建仓
CME
CME GROUP INC
+$11.9K
44
建仓
PLD
PROLOGIS INC.
+$11.8K
103
建仓
ADSK
AUTODESK INC
+$11.8K
37
建仓
BX
BLACKSTONE INC
+$11.6K
68
建仓
ECL
ECOLAB INC
+$11.5K
42
建仓
—
TE CONNECTIVITY PLC
+$11.4K
52
建仓
TMFC
RBB FD INC
+$11.4K
161
建仓
—
TRANE TECHNOLOGIES PLC
+$11.0K
26
建仓
VRSN
VERISIGN INC
+$10.9K
39
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$10.9K
31
建仓
INTC
INTEL CORP
+$10.9K
324
建仓
SNPS
SYNOPSYS INC
+$10.9K
22
建仓
CMCSA
COMCAST CORP NEW
+$10.8K
345
建仓
O
REALTY INCOME CORP
+$10.7K
176
建仓
MRSH
MARSH & MCLENNAN COS INC
+$10.7K
53
建仓
—
CRH PLC
+$10.7K
89
建仓
EMR
EMERSON ELEC CO
+$10.6K
81
增持
MCK
MCKESSON CORP
+$10.6K
63
+21%
建仓
TMUS
T-MOBILE US INC
+$10.5K
44
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$10.5K
97
建仓
BNY
BANK NEW YORK MELLON CORP
+$10.4K
95
建仓
DASH
DOORDASH INC
+$10.3K
38
