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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 124 项
建仓 12
增持 84
减持 22
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$2.6M
2,546
清仓
—
BLACKROCK INC
-$2.3M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.1M
14,096
+177%
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
IEFA
ISHARES TR
-$2.0M
340,605
+3%
清仓
GPC
GENUINE PARTS CO
-$1.9M
0
-100%
清仓
ALB
ALBEMARLE CORP
-$1.3M
0
-100%
建仓
VMC
VULCAN MATLS CO
+$1.2M
4,603
增持
IEMG
ISHARES INC
-$1.0M
287,024
+3%
建仓
COMT
ISHARES U S ETF TR
+$968.7K
38,273
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$826.5K
878,866
-4%
增持
MLPB
UBS AG LONDON BRANCH
+$757.4K
602,713
+2%
增持
AAPL
APPLE INC
+$727.2K
36,402
+1%
增持
GOOGL
ALPHABET INC
+$564.3K
21,666
+2%
减持
VOT
VANGUARD INDEX FDS
+$552.7K
55,548
-0%
建仓
DKS
DICKS SPORTING GOODS INC
+$545.3K
2,383
减持
JPM
JPMORGAN CHASE & CO.
+$478.2K
16,748
-0%
清仓
—
SMURFIT WESTROCK PLC
-$459.6K
0
-100%
减持
SPYG
SPDR SER TR
+$418.3K
88,596
-0%
减持
VBK
VANGUARD INDEX FDS
+$406.0K
33,735
-0%
增持
AVGO
BROADCOM INC
+$346.4K
2,930
+52%
增持
XLY
SELECT SECTOR SPDR TR
+$343.7K
13,745
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$339.7K
5,261
+3%
减持
BX
BLACKSTONE INC
+$303.3K
17,933
-2%
减持
NVDA
NVIDIA CORPORATION
+$302.1K
24,749
-1%
减持
VGT
VANGUARD WORLD FD
+$286.5K
8,250
-0%
建仓
FSTR
FOSTER L B CO
+$258.1K
9,593
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$248.4K
5,120
-47%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$246.9K
363,516
+3%
建仓
AXON
AXON ENTERPRISE INC
+$241.3K
406
建仓
NFLX
NETFLIX INC
+$238.9K
268
增持
VCLT
VANGUARD SCOTTSDALE FDS
-$236.0K
69,542
+4%
增持
AMT
AMERICAN TOWER CORP NEW
-$233.5K
5,488
+3%
增持
NEE
NEXTERA ENERGY INC
-$227.7K
20,018
+2%
增持
ADI
ANALOG DEVICES INC
-$226.0K
20,854
+3%
清仓
FLRN
SPDR SER TR
-$214.6K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
-$212.1K
18,772
+3%
建仓
V
VISA INC
+$212.1K
671
清仓
CAVA
CAVA GROUP INC
-$211.2K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
+$209.0K
33,525
-0%
增持
MA
MASTERCARD INCORPORATED
+$206.9K
5,755
+1%
建仓
SCHW
SCHWAB CHARLES CORP
+$205.6K
2,777
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$204.7K
113,240
+5%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$202.0K
2,262
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$201.5K
4,875
建仓
ISRG
INTUITIVE SURGICAL INC
+$201.5K
386
增持
PSX
PHILLIPS 66
-$185.7K
13,255
+3%
增持
IBB
ISHARES TR
-$185.3K
19,766
+3%
增持
MRK
MERCK & CO INC
-$184.3K
25,931
+7%
增持
UPS
UNITED PARCEL SERVICE INC
-$182.8K
17,896
+0%
增持
VWOB
VANGUARD WHITEHALL FDS
-$177.2K
177,547
+3%
增持
CMCSA
COMCAST CORP NEW
-$168.3K
58,059
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$167.5K
7,575
+8%
增持
STZ
CONSTELLATION BRANDS INC
-$161.1K
5,747
+3%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
-$143.0K
67,958
+3%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$138.0K
12,540
+31%
增持
DE
DEERE & CO
+$130.3K
3,864
+7%
增持
—
ACCENTURE PLC IRELAND
+$128.5K
12,011
+4%
减持
BDC
BELDEN INC
-$128.4K
2,500
-29%
增持
NOC
NORTHROP GRUMMAN CORP
-$122.9K
2,720
+3%
增持
DON
WISDOMTREE TR
+$117.1K
260,256
+1%
增持
TJX
TJX COS INC NEW
+$115.4K
21,273
+2%
增持
PEP
PEPSICO INC
-$113.8K
9,282
+3%
减持
PWR
QUANTA SVCS INC
+$112.1K
6,347
-0%
增持
CRM
SALESFORCE INC
+$110.1K
1,070
+18%
增持
ROP
ROPER TECHNOLOGIES INC
-$108.0K
6,285
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$104.8K
217,956
+2%
增持
VGLT
VANGUARD SCOTTSDALE FDS
-$102.6K
23,108
+3%
减持
LLY
ELI LILLY & CO
-$100.8K
535
-8%
增持
COST
COSTCO WHSL CORP NEW
+$95.3K
2,571
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$94.8K
324,214
+4%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$92.4K
7,686
+32%
增持
UNP
UNION PAC CORP
-$86.1K
6,168
+2%
增持
EQIX
EQUINIX INC
+$82.0K
1,194
+2%
增持
HD
HOME DEPOT INC
-$77.8K
6,505
+1%
减持
META
META PLATFORMS INC
+$76.4K
8,122
-1%
增持
SRE
SEMPRA
+$73.9K
13,781
+2%
减持
GOOG
ALPHABET INC
+$72.1K
3,237
-1%
增持
MSFT
MICROSOFT CORP
-$65.5K
15,242
+1%
增持
CBOE
CBOE GLOBAL MKTS INC
-$65.1K
11,081
+2%
减持
CEG
CONSTELLATION ENERGY CORP
-$59.7K
1,596
-0%
增持
CAT
CATERPILLAR INC
-$58.8K
2,163
+0%
增持
SPYV
SPDR SER TR
-$51.9K
31,150
+0%
增持
ABBV
ABBVIE INC
-$46.9K
2,381
+0%
增持
ORCL
ORACLE CORP
-$45.3K
13,632
+0%
增持
KO
COCA COLA CO
-$45.1K
5,176
+1%
增持
EOG
EOG RES INC
+$37.9K
12,354
+3%
增持
BDX
BECTON DICKINSON & CO
-$36.5K
10,828
+5%
减持
SGOV
ISHARES TR
-$36.2K
47,096
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$34.2K
6,945
-0%
减持
SBUX
STARBUCKS CORP
-$31.8K
4,226
-1%
增持
APD
AIR PRODS & CHEMS INC
-$30.6K
5,376
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$30.4K
11,325
+2%
增持
URI
UNITED RENTALS INC
-$25.8K
284
+2%
增持
XLI
SELECT SECTOR SPDR TR
-$25.7K
12,263
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$25.5K
1,870
+0%
减持
IVV
ISHARES TR
-$25.1K
1,143
-6%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$24.4K
8,647
+3%
增持
IWN
ISHARES TR
-$24.2K
48,431
+1%
增持
COP
CONOCOPHILLIPS
-$23.4K
13,565
+4%
增持
VDC
VANGUARD WORLD FD
-$23.1K
7,243
+2%
减持
EXC
EXELON CORP
-$22.0K
5,427
-3%
增持
VMBS
VANGUARD SCOTTSDALE FDS
-$21.9K
114,918
+4%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$21.2K
2,600
-4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$18.9K
18,623
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$18.6K
5,773
+0%
增持
PPG
PPG INDS INC
+$17.8K
2,810
+17%
增持
SDY
SPDR SER TR
-$15.1K
1,613
+0%
增持
SPMD
SPDR SER TR
+$14.7K
9,272
+3%
增持
PG
PROCTER AND GAMBLE CO
+$14.7K
3,997
+6%
增持
PANW
PALO ALTO NETWORKS INC
+$14.7K
1,236
+101%
增持
QQQ
INVESCO QQQ TR
+$14.5K
438
+2%
增持
HYLB
DBX ETF TR
+$13.7K
160,771
+3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$7.3K
159,366
+1%
增持
SPIB
SPDR SER TR
-$7.0K
25,943
+2%
增持
AOA
ISHARES TR
+$5.6K
7,479
+4%
增持
SPSM
SPDR SER TR
+$3.0K
7,497
+2%
增持
XLE
SELECT SECTOR SPDR TR
-$2.5K
17,800
+2%
增持
ABT
ABBOTT LABS
-$2.3K
2,657
+0%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$1.9K
13,873
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.5K
2,031
+0%
增持
SPSB
SPDR SER TR
+$1.5K
18,427
+2%
增持
JNJ
JOHNSON & JOHNSON
-$1.3K
1,626
+11%
增持
BND
VANGUARD BD INDEX FDS
-$1.2K
8,931
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$170
89,391
+4%
