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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 118 项
建仓 9
增持 93
减持 14
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$2.8M
331,987
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.3M
351,359
+4%
增持
IEMG
ISHARES INC
+$1.8M
279,066
+5%
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
DON
WISDOMTREE TR
+$1.6M
257,151
+4%
增持
VOT
VANGUARD INDEX FDS
+$1.3M
55,623
+4%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.1M
171,603
+5%
增持
AAPL
APPLE INC
+$978.5K
36,002
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$955.9K
212,767
+3%
增持
IWN
ISHARES TR
+$936.8K
47,806
+3%
增持
VBK
VANGUARD INDEX FDS
+$843.3K
33,817
+3%
增持
—
ACCENTURE PLC IRELAND
+$736.9K
11,590
+5%
增持
META
META PLATFORMS INC
+$647.1K
8,174
+2%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$578.5K
66,926
+5%
增持
SPYV
SPDR SER TR
+$574.4K
31,118
+42%
增持
BX
BLACKSTONE INC
+$557.5K
18,211
+1%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$543.2K
911,614
+9%
增持
FPE
FIRST TR EXCH TRADED FD III
+$518.0K
311,810
+6%
增持
HYLB
DBX ETF TR
+$505.7K
156,742
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$485.7K
108,160
+6%
增持
SPYG
SPDR SER TR
+$474.9K
88,851
+3%
增持
HD
HOME DEPOT INC
+$471.3K
6,437
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$470.2K
5,132
+3%
增持
—
BLACKROCK INC
+$469.3K
2,451
+4%
清仓
—
WESTROCK CO
-$467.4K
0
-100%
增持
ORCL
ORACLE CORP
+$461.0K
13,597
+3%
建仓
—
SMURFIT WESTROCK PLC
+$459.6K
9,300
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$454.4K
158,050
+1%
增持
FLXS
FLEXSTEEL INDS INC
+$453.1K
31,660
+4%
增持
CBOE
CBOE GLOBAL MKTS INC
+$430.7K
10,887
+3%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$427.7K
110,830
+5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$425.3K
85,808
+5%
减持
LLY
ELI LILLY & CO
-$413.2K
580
-43%
增持
MLPB
UBS AG LONDON BRANCH
+$402.2K
592,617
+4%
增持
PWR
QUANTA SVCS INC
+$398.3K
6,352
+8%
增持
MA
MASTERCARD INCORPORATED
+$376.5K
5,718
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$324.0K
13,674
+3%
增持
NEE
NEXTERA ENERGY INC
+$304.5K
19,671
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$300.0K
2,650
+5%
增持
APD
AIR PRODS & CHEMS INC
+$290.4K
5,339
+6%
增持
ALB
ALBEMARLE CORP
+$284.1K
14,217
+28%
减持
NVDA
NVIDIA CORPORATION
-$279.4K
24,880
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$272.8K
16,772
+4%
增持
IBB
ISHARES TR
+$268.9K
19,221
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$263.3K
18,144
+4%
增持
ADI
ANALOG DEVICES INC
+$262.0K
20,231
+5%
增持
XLC
SELECT SECTOR SPDR TR
+$256.0K
33,590
+3%
增持
BDX
BECTON DICKINSON & CO
+$246.0K
10,341
+8%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$240.9K
2,700
增持
TJX
TJX COS INC NEW
+$239.9K
20,882
+4%
增持
AMT
AMERICAN TOWER CORP NEW
+$239.3K
5,332
+4%
增持
DE
DEERE & CO
+$238.2K
3,611
+6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$237.9K
2,028
+18%
建仓
JNJ
JOHNSON & JOHNSON
+$236.5K
1,459
建仓
EXC
EXELON CORP
+$226.3K
5,581
建仓
URI
UNITED RENTALS INC
+$225.9K
279
建仓
EEM
ISHARES TR
+$223.7K
4,877
增持
CMCSA
COMCAST CORP NEW
+$223.0K
56,195
+4%
增持
SGOV
ISHARES TR
+$222.9K
47,268
+5%
增持
VGT
VANGUARD WORLD FD
+$214.7K
8,258
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$212.0K
12,120
+3%
建仓
CAVA
CAVA GROUP INC
+$211.2K
1,705
建仓
PANW
PALO ALTO NETWORKS INC
+$210.2K
615
建仓
QQQ
INVESCO QQQ TR
+$209.4K
429
清仓
FSTR
FOSTER L B CO
-$206.4K
0
-100%
增持
EQIX
EQUINIX INC
+$197.3K
1,176
+5%
增持
VDC
VANGUARD WORLD FD
+$180.7K
7,113
+5%
增持
UNP
UNION PAC CORP
+$177.5K
6,056
+4%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$175.7K
66,112
+6%
减持
FLRN
SPDR SER TR
-$172.9K
6,957
-45%
增持
ROP
ROPER TECHNOLOGIES INC
+$169.9K
6,065
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$161.2K
18,321
+12%
增持
COST
COSTCO WHSL CORP NEW
+$158.8K
2,549
+3%
增持
GPC
GENUINE PARTS CO
+$151.9K
13,782
+8%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$145.5K
22,451
+5%
增持
EFA
ISHARES TR
+$145.2K
6,016
+32%
增持
GOOGL
ALPHABET INC
-$142.8K
21,327
+6%
增持
IJS
ISHARES TR
+$140.5K
3,449
+45%
增持
CEG
CONSTELLATION ENERGY CORP
+$135.2K
1,603
+14%
增持
SRE
SEMPRA
+$134.2K
13,571
+3%
增持
CAT
CATERPILLAR INC
+$127.4K
2,156
+0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$126.1K
9,575
+32%
增持
PG
PROCTER AND GAMBLE CO
+$100.9K
3,784
+13%
增持
PEP
PEPSICO INC
+$100.9K
8,969
+4%
减持
SBUX
STARBUCKS CORP
+$84.0K
4,282
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$83.8K
11,071
+17%
增持
MRK
MERCK & CO INC
-$82.6K
24,339
+6%
增持
SPMD
SPDR SER TR
+$81.7K
9,004
+12%
增持
STZ
CONSTELLATION BRANDS INC
+$76.7K
5,554
+5%
增持
SPSM
SPDR SER TR
+$76.5K
7,334
+18%
增持
KO
COCA COLA CO
+$75.2K
5,113
+11%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$73.6K
5,837
+32%
增持
MSFT
MICROSOFT CORP
-$66.4K
15,083
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$64.0K
1,866
+1%
增持
ABBV
ABBVIE INC
+$61.9K
2,380
+0%
减持
IVV
ISHARES TR
-$51.8K
1,210
-12%
增持
BND
VANGUARD BD INDEX FDS
+$48.9K
8,567
+4%
增持
GOOG
ALPHABET INC
-$48.0K
3,256
+1%
减持
QCOM
QUALCOMM INC
-$47.7K
1,500
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$47.4K
9,670
+0%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$47.0K
8,418
+3%
增持
AOA
ISHARES TR
+$46.0K
7,190
+3%
增持
PSX
PHILLIPS 66
-$44.3K
12,902
+5%
增持
XLE
SELECT SECTOR SPDR TR
+$41.0K
17,395
+7%
减持
WMT
WALMART INC
+$40.7K
3,467
-2%
增持
CRM
SALESFORCE INC
+$36.9K
905
+10%
增持
BIL
SPDR SER TR
+$27.7K
11,288
+3%
减持
VUG
VANGUARD INDEX FDS
+$26.3K
2,916
-0%
减持
VTV
VANGUARD INDEX FDS
+$25.2K
1,947
-1%
减持
ABT
ABBOTT LABS
-$24.6K
2,655
-16%
减持
XLF
SELECT SECTOR SPDR TR
+$23.6K
5,747
-0%
增持
AVGO
BROADCOM INC
+$23.1K
1,930
+900%
减持
SDY
SPDR SER TR
+$11.3K
1,607
-6%
增持
SPSB
SPDR SER TR
+$10.6K
18,123
+0%
减持
—
EXXON MOBIL CORP
+$10.1K
6,606
-0%
增持
EOG
EOG RES INC
-$5.4K
12,011
+2%
减持
VRP
INVESCO EXCH TRADED FD TR II
+$2.6K
13,644
-1%
增持
AMZN
AMAZON COM INC
-$1.6K
5,085
+4%
增持
COP
CONOCOPHILLIPS
+$1.2K
13,000
+9%
