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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 121 项
建仓 3
增持 72
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
ROP
ROPER TECHNOLOGIES INC
-$3.3M
0
-100%
增持
CRM
SALESFORCE INC
+$2.9M
12,060
+1027%
减持
MRK
MERCK & CO INC
-$2.4M
2,451
-91%
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
LLY
ELI LILLY & CO
+$2.2M
3,168
+492%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.0M
982,824
+12%
减持
IEFA
ISHARES TR
+$1.8M
339,650
-0%
减持
SPYG
SPDR SER TR
-$1.4M
79,414
-10%
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
11,609
+190%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.3M
0
-100%
清仓
SRE
SEMPRA
-$1.2M
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$1.1M
33,093
-2%
增持
IEMG
ISHARES INC
+$1.1M
298,214
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.1M
370,195
+2%
减持
VGT
VANGUARD WORLD FD
-$1.0M
7,589
-8%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$982.2K
8,989
减持
VOT
VANGUARD INDEX FDS
-$966.8K
53,664
-3%
减持
BX
BLACKSTONE INC
-$932.5K
15,449
-14%
减持
META
META PLATFORMS INC
-$879.5K
6,725
-17%
减持
GOOGL
ALPHABET INC
-$828.3K
21,166
-2%
增持
VWOB
VANGUARD WHITEHALL FDS
+$776.6K
186,740
+5%
增持
AAPL
APPLE INC
-$754.0K
37,643
+3%
减持
NVDA
NVIDIA CORPORATION
-$753.4K
23,714
-4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$675.5K
223,945
+3%
增持
MSFT
MICROSOFT CORP
-$647.4K
15,390
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$612.9K
97,603
+9%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$597.7K
122,440
+8%
减持
XLY
SELECT SECTOR SPDR TR
-$580.3K
12,678
-8%
减持
PWR
QUANTA SVCS INC
-$569.3K
5,652
-11%
减持
MLPB
UBS AG LONDON BRANCH
+$559.9K
567,020
-6%
增持
FLXS
FLEXSTEEL INDS INC
-$550.3K
32,048
+1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$502.7K
123,367
+7%
增持
IWN
ISHARES TR
-$472.5K
49,532
+2%
减持
JPM
JPMORGAN CHASE & CO.
-$465.5K
14,469
-14%
增持
—
ACCENTURE PLC IRELAND
-$455.0K
12,083
+1%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$453.7K
74,484
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$437.8K
5,917
+12%
清仓
ABBV
ABBVIE INC
-$423.0K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$400.3K
29,500
-12%
增持
ORCL
ORACLE CORP
-$359.7K
13,675
+0%
减持
BLK
BLACKROCK INC
-$357.4K
2,379
-7%
增持
CMCSA
COMCAST CORP NEW
+$345.5K
68,413
+18%
减持
COMT
ISHARES U S ETF TR
-$327.7K
24,214
-37%
增持
COP
CONOCOPHILLIPS
+$318.8K
15,845
+17%
清仓
ABT
ABBOTT LABS
-$300.5K
0
-100%
增持
DON
WISDOMTREE TR
-$296.7K
261,885
+1%
减持
CBOE
CBOE GLOBAL MKTS INC
+$277.4K
10,794
-3%
增持
AMT
AMERICAN TOWER CORP NEW
+$272.1K
5,876
+7%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$265.0K
73,823
+9%
清仓
FSTR
FOSTER L B CO
-$258.1K
0
-100%
增持
HYLB
DBX ETF TR
+$248.9K
167,344
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$246.8K
19,377
+3%
增持
BIL
SPDR SER TR
+$244.4K
13,915
+23%
建仓
NFG
NATIONAL FUEL GAS CO
+$238.6K
3,013
增持
NOC
NORTHROP GRUMMAN CORP
+$237.0K
2,956
+9%
减持
SGOV
ISHARES TR
-$228.0K
44,668
-5%
清仓
QQQ
INVESCO QQQ TR
-$223.9K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$222.4K
18,696
+5%
增持
ADI
ANALOG DEVICES INC
-$211.5K
20,921
+0%
建仓
TRGP
TARGA RES CORP
+$211.1K
1,053
增持
PEP
PEPSICO INC
+$208.1K
10,801
+16%
减持
VUG
VANGUARD INDEX FDS
-$190.4K
2,714
-7%
增持
FPE
FIRST TR EXCH TRADED FD III
+$188.3K
336,945
+4%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$180.2K
16,182
+29%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$180.2K
25,329
+10%
增持
PSX
PHILLIPS 66
+$173.3K
13,634
+3%
增持
BDX
BECTON DICKINSON & CO
+$168.2K
11,459
+6%
增持
AMZN
AMAZON COM INC
-$158.9K
15,419
+9%
增持
GOOG
ALPHABET INC
+$157.1K
4,951
+53%
减持
DE
DEERE & CO
+$153.4K
3,815
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$149.4K
155,393
-2%
增持
EOG
EOG RES INC
+$143.7K
12,930
+5%
减持
SPMD
SPDR SER TR
-$143.2K
7,109
-23%
减持
PNC
PNC FINL SVCS GROUP INC
-$139.2K
7,519
-1%
增持
AVGO
BROADCOM INC
-$136.3K
3,243
+11%
增持
EQIX
EQUINIX INC
-$136.1K
1,214
+2%
增持
HD
HOME DEPOT INC
-$130.3K
6,549
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$110.7K
9,842
+28%
增持
UNP
UNION PAC CORP
+$94.3K
6,353
+3%
增持
VDC
VANGUARD WORLD FD
+$83.9K
7,380
+2%
增持
VMC
VULCAN MATLS CO
+$76.5K
5,403
+17%
减持
SPIB
SPDR SER TR
-$75.5K
23,297
-10%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$71.4K
2,035
+0%
增持
CAT
CATERPILLAR INC
-$69.4K
2,168
+0%
减持
COST
COSTCO WHSL CORP NEW
-$67.7K
2,419
-6%
增持
AOA
ISHARES TR
+$65.0K
8,339
+11%
增持
V
VISA INC
+$58.5K
772
+15%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$57.9K
11,213
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$56.0K
11,900
-3%
减持
SPSB
SPDR SER TR
-$55.2K
16,447
-11%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$54.1K
9,664
+12%
减持
—
EXXON MOBIL CORP
+$48.5K
6,383
-3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$46.6K
5,220
+2%
增持
EXC
EXELON CORP
+$46.1K
5,433
+0%
减持
IVV
ISHARES TR
-$45.2K
1,117
-2%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$45.1K
11,984
-14%
增持
BSX
BOSTON SCIENTIFIC CORP
+$39.6K
2,395
+6%
增持
JNJ
JOHNSON & JOHNSON
+$36.1K
1,636
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$31.8K
19,307
+4%
增持
SPY
SPDR S&P 500 ETF TR
-$29.5K
1,906
+2%
减持
EFA
ISHARES TR
+$28.5K
5,914
-2%
增持
PPG
PPG INDS INC
-$28.1K
2,813
+0%
增持
IBB
ISHARES TR
-$27.0K
20,220
+2%
增持
BND
VANGUARD BD INDEX FDS
+$21.4K
9,035
+1%
减持
SBUX
STARBUCKS CORP
-$19.4K
3,733
-12%
减持
TJX
TJX COS INC NEW
-$16.3K
20,966
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$15.6K
2,826
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$15.6K
5,288
-8%
增持
CEG
CONSTELLATION ENERGY CORP
-$14.0K
1,702
+7%
增持
NFLX
NETFLIX INC
+$13.8K
271
+1%
增持
NEE
NEXTERA ENERGY INC
+$13.7K
20,437
+2%
减持
SDY
SPDR SER TR
-$12.0K
1,482
-8%
增持
DLN
WISDOMTREE TR
+$10.1K
4,924
+1%
增持
SPSM
SPDR SER TR
-$9.9K
8,019
+7%
减持
MA
MASTERCARD INCORPORATED
-$6.5K
5,517
-4%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$5.9K
5,053
+4%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.6K
410
+6%
增持
SPYV
SPDR SER TR
-$1.3K
31,167
+0%
增持
PANW
PALO ALTO NETWORKS INC
-$682
1,314
+6%
增持
URI
UNITED RENTALS INC
+$491
320
+13%
减持
APD
AIR PRODS & CHEMS INC
+$431
5,288
-2%
增持
AXON
AXON ENTERPRISE INC
+$117
459
+13%
