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Marion Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Marion Wealth Management

报告期 2026-03-31 · CIK 0001911097

持仓数

146

前50大市值合计

$377.4M

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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 112 项建仓 2增持 85减持 21清仓 4

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$1.6M

35,182 +4%

增持

IEMG ISHARES INC

+$935.2K

265,139 +3%

增持

SPYG SPDR SER TR

+$775.6K

86,040 +3%

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

ADI ANALOG DEVICES INC

+$614.1K

19,253 +1%

增持

PDBC INVESCO ACTVELY MNGD ETC FD

+$522.0K

832,727 +3%

减持

GOOGL ALPHABET INC

+$519.4K

20,203 -4%

增持

NVDA NVIDIA CORPORATION

+$497.8K

26,719 +761%

增持

VGT VANGUARD WORLD FD

+$466.1K

8,028 +1%

增持

SPYV SPDR SER TR

+$412.2K

21,964 +67%

增持

MLPB UBS AG LONDON BRANCH

+$412.1K

569,380 +1%

增持

MSFT MICROSOFT CORP

+$390.0K

14,670 +0%

增持

COST COSTCO WHSL CORP NEW

+$335.0K

2,472 +3%

减持

IWN ISHARES TR

-$333.5K

46,213 -0%

增持

— ACCENTURE PLC IRELAND

-$327.3K

11,074 +4%

减持

HD HOME DEPOT INC

-$321.5K

6,207 -3%

清仓

VYM VANGUARD WHITEHALL FDS

-$310.9K

0 -100%

增持

CMG CHIPOTLE MEXICAN GRILL INC

+$308.1K

9,650 +9361%

增持

DON WISDOMTREE TR

-$307.3K

247,269 +2%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$300.9K

206,303 +2%

增持

VBK VANGUARD INDEX FDS

-$258.5K

32,777 +1%

增持

PSX PHILLIPS 66

-$252.3K

12,327 +1%

清仓

INTC INTEL CORP

-$248.2K

0 -100%

增持

TJX TJX COS INC NEW

+$244.3K

20,115 +4%

减持

IVV ISHARES TR

-$240.8K

1,370 -27%

减持

ORCL ORACLE CORP

-$240.2K

13,144 -21%

增持

ALB ALBEMARLE CORP

-$239.1K

11,123 +13%

清仓

IWR ISHARES TR

-$231.2K

0 -100%

建仓

IJS ISHARES TR

+$230.8K

2,373

减持

UPS UNITED PARCEL SERVICE INC

-$225.6K

17,893 -1%

建仓

JMST J P MORGAN EXCHANGE TRADED F

+$223.7K

4,409

增持

IEFA ISHARES TR

-$219.8K

318,440 +1%

增持

VGSH VANGUARD SCOTTSDALE FDS

+$203.4K

101,705 +4%

增持

MA MASTERCARD INCORPORATED

-$200.5K

5,547 +1%

增持

VOT VANGUARD INDEX FDS

-$198.6K

53,510 +1%

减持

FLRN SPDR SER TR

-$192.0K

12,561 -33%

增持

UNH UNITEDHEALTH GROUP INC

+$189.2K

4,969 +5%

增持

META META PLATFORMS INC

+$175.8K

7,996 +1%

增持

FPE FIRST TR EXCH TRADED FD III

+$170.5K

295,265 +3%

增持

APD AIR PRODS & CHEMS INC

+$169.9K

5,035 +8%

增持

FLXS FLEXSTEEL INDS INC

-$163.8K

30,559 +2%

增持

XLC SELECT SECTOR SPDR TR

+$157.5K

32,461 +1%

增持

GPC GENUINE PARTS CO

-$150.1K

12,819 +3%

增持

MRK MERCK & CO INC

-$149.7K

22,993 +1%

减持

VZ VERIZON COMMUNICATIONS INC

-$147.9K

6,946 -33%

增持

NEE NEXTERA ENERGY INC

+$147.3K

19,182 +1%

增持

ROP ROPER TECHNOLOGIES INC

+$145.6K

5,686 +4%

增持

AMZN AMAZON COM INC

+$139.3K

4,911 +9%

增持

VWOB VANGUARD WHITEHALL FDS

+$138.1K

163,281 +3%

增持

LLY ELI LILLY & CO

+$133.6K

1,024 +0%

增持

CMCSA COMCAST CORP NEW

-$132.7K

54,246 +4%

增持

EFA ISHARES TR

+$131.6K

4,569 +61%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$128.1K

1,714 +21%

增持

VMBS VANGUARD SCOTTSDALE FDS

+$126.5K

105,829 +3%

增持

HYLB DBX ETF TR

+$124.6K

148,934 +3%

减持

SGOV ISHARES TR

-$122.3K

45,060 -3%

增持

VUG VANGUARD INDEX FDS

+$120.9K

2,923 +3%

增持

VGIT VANGUARD SCOTTSDALE FDS

+$120.7K

81,731 +3%

增持

BX BLACKSTONE INC

-$112.8K

18,022 +1%

减持

PRF INVESCO EXCHANGE TRADED FD T

-$100.3K

157,239 -0%

减持

GOOG ALPHABET INC

+$99.9K

3,230 -0%

增持

COP CONOCOPHILLIPS

-$98.0K

11,956 +4%

增持

CBOE CBOE GLOBAL MKTS INC

-$95.6K

10,582 +3%

减持

ABBV ABBVIE INC

-$93.3K

2,379 -14%

增持

DE DEERE & CO

-$84.5K

3,396 +3%

增持

SRE SEMPRA

+$83.9K

13,157 +3%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$83.5K

339,401 +1%

增持

JPM JPMORGAN CHASE & CO

+$81.6K

16,136 +2%

增持

IBB ISHARES TR

+$80.3K

18,429 +3%

清仓

— MFS SPL VALUE TR

-$78.6K

0 -100%

减持

SBUX STARBUCKS CORP

-$74.1K

4,284 -4%

增持

UNP UNION PAC CORP

-$69.9K

5,812 +3%

增持

CAT CATERPILLAR INC

-$69.4K

2,149 +0%

增持

AOA ISHARES TR

+$69.2K

6,972 +13%

增持

JMUB J P MORGAN EXCHANGE TRADED F

+$65.3K

7,241 +23%

增持

NOC NORTHROP GRUMMAN CORP

-$57.9K

2,522 +4%

增持

AVGO BROADCOM INC

+$56.7K

193 +1%

增持

IGLD FIRST TR EXCHANGE-TRADED FD

+$50.1K

62,450 +2%

增持

PEP PEPSICO INC

-$42.7K

8,636 +3%

减持

BDC BELDEN INC

-$42.1K

3,500 -13%

增持

— BLACKROCK INC

-$39.3K

2,360 +4%

增持

STZ CONSTELLATION BRANDS INC

-$37.1K

5,265 +3%

减持

— EXXON MOBIL CORP

-$36.7K

6,639 -4%

增持

VCLT VANGUARD SCOTTSDALE FDS

-$35.8K

64,038 +2%

增持

WMT WALMART INC

+$30.7K

3,534 +2%

增持

ABT ABBOTT LABS

-$30.6K

3,151 +0%

增持

VTV VANGUARD INDEX FDS

+$28.6K

1,962 +12%

增持

EQIX EQUINIX INC

-$24.9K

1,119 +6%

增持

XLE SELECT SECTOR SPDR TR

-$23.4K

16,306 +2%

增持

XLI SELECT SECTOR SPDR TR

-$23.3K

11,729 +2%

增持

AMT AMERICAN TOWER CORP NEW

+$22.3K

5,148 +4%

增持

XLV SELECT SECTOR SPDR TR

+$19.8K

17,367 +2%

增持

EOG EOG RES INC

+$19.8K

11,773 +3%

减持

CEG CONSTELLATION ENERGY CORP

-$17.1K

1,406 -13%

减持

SPMD SPDR SER TR

-$16.4K

8,004 -0%

增持

DLN WISDOMTREE TR

+$16.0K

4,894 +4%

增持

VDC VANGUARD WORLD FD

+$14.0K

6,765 +2%

增持

KO COCA COLA CO

+$13.5K

4,592 +1%

减持

VRP INVESCO EXCH TRADED FD TR II

-$9.9K

13,820 -4%

增持

SPSM SPDR SER TR

-$8.4K

6,194 +0%

增持

PWR QUANTA SVCS INC

+$7.2K

5,886 +3%

增持

SDY SPDR SER TR

-$6.2K

1,706 +0%

增持

XLY SELECT SECTOR SPDR TR

+$5.5K

13,245 +1%

减持

PG PROCTER AND GAMBLE CO

+$4.6K

3,362 -1%

增持

CRM SALESFORCE INC

+$4.2K

820 +20%

增持

BND VANGUARD BD INDEX FDS

-$3.9K

8,252 +0%

增持

KNG FIRST TR EXCHANGE-TRADED FD

+$2.7K

8,147 +7%

增持

BDX BECTON DICKINSON & CO

-$2.5K

9,615 +6%

减持

JEPQ J P MORGAN EXCHANGE TRADED F

-$1.9K

9,447 -3%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$1.4K

16,391 +2%

增持

SPSB SPDR SER TR

-$1.2K

18,119 +0%

增持

VGLT VANGUARD SCOTTSDALE FDS

+$1.2K

21,430 +3%

减持

SPY SPDR S&P 500 ETF TR

+$562

1,849 -4%