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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 120 项建仓 8增持 75减持 34清仓 3

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

+$1.8M

37,767 -0%

减持

IEMG ISHARES INC

+$1.8M

305,030 -0%

增持

GOOGL ALPHABET INC

+$1.5M

21,036 +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

IEFA ISHARES TR

+$1.4M

343,316 +0%

增持

IWN ISHARES TR

+$1.0M

51,981 +1%

清仓

BIL SPDR SERIES TRUST

-$858.0K

0 -100%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$796.8K

374,142 +1%

增持

VBK VANGUARD INDEX FDS

+$735.1K

34,216 +0%

增持

PDBC INVESCO ACTVELY MNGD ETC FD

+$733.6K

1,069,434 +2%

减持

SPYG SPDR SERIES TRUST

+$704.4K

80,395 -0%

增持

DON WISDOMTREE TR

+$683.3K

271,505 +1%

减持

VGT VANGUARD WORLD FD

+$590.5K

7,665 -1%

增持

PRF INVESCO EXCHANGE TRADED FD T

+$577.1K

193,384 +0%

减持

NVDA NVIDIA CORPORATION

+$479.0K

20,143 -3%

减持

ORCL ORACLE CORP

+$477.6K

12,447 -10%

增持

VWOB VANGUARD WHITEHALL FDS

+$457.2K

193,260 +1%

减持

TJX TJX COS INC NEW

+$438.3K

20,997 -0%

增持

CRM SALESFORCE INC

-$430.7K

13,116 +1%

增持

NOW SERVICENOW INC

+$416.0K

681 +232%

增持

FLXS FLEXSTEEL INDS INC

+$396.9K

33,936 +4%

增持

IBB ISHARES TR

+$393.9K

21,181 +1%

增持

— ACCENTURE PLC IRELAND

-$377.8K

13,546 +9%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$370.2K

227,942 +2%

减持

JPM JPMORGAN CHASE & CO.

+$342.5K

13,783 -0%

减持

BX BLACKSTONE INC

+$336.5K

15,892 -0%

减持

NOC NORTHROP GRUMMAN CORP

+$323.4K

3,007 -0%

减持

VOT VANGUARD INDEX FDS

+$306.6K

54,479 -1%

增持

MLPB UBS AG LONDON BRANCH

-$299.8K

589,133 +2%

增持

XLY SELECT SECTOR SPDR TR

+$293.5K

12,941 +0%

清仓

— ROYAL CARIBBEAN GROUP

-$290.9K

0 -100%

减持

XLC SELECT SECTOR SPDR TR

+$288.5K

29,730 -0%

增持

VMC VULCAN MATLS CO

+$279.8K

5,638 +1%

增持

HD HOME DEPOT INC

+$266.6K

6,735 +0%

减持

BLK BLACKROCK INC

+$261.7K

2,415 -1%

减持

MSFT MICROSOFT CORP

+$247.6K

15,314 -1%

清仓

ISRG INTUITIVE SURGICAL INC

-$242.4K

0 -100%

增持

PSX PHILLIPS 66

+$240.6K

14,172 +0%

增持

MCK MCKESSON CORP

+$240.1K

3,071 +6%

增持

FPE FIRST TR EXCH TRADED FD III

+$238.0K

348,184 +1%

增持

BND VANGUARD BD INDEX FDS

+$229.9K

12,213 +33%

建仓

VTI VANGUARD INDEX FDS

+$226.1K

689

增持

VCLT VANGUARD SCOTTSDALE FDS

+$224.5K

76,480 +2%

建仓

UBER UBER TECHNOLOGIES INC

+$211.2K

2,156

建仓

FTNT FORTINET INC

+$209.0K

2,486

建仓

SPSM SPDR SERIES TRUST

+$208.2K

4,494

增持

PWR QUANTA SVCS INC

+$207.1K

5,657 +0%

建仓

MUB ISHARES TR

+$206.2K

1,936

建仓

— EATON CORP PLC

+$204.7K

547

增持

AVGO BROADCOM INC

+$203.3K

3,745 +0%

建仓

ANET ARISTA NETWORKS INC

+$202.1K

1,387

建仓

WM WASTE MGMT INC DEL

+$200.4K

907

增持

DGX QUEST DIAGNOSTICS INC

+$196.0K

12,418 +3%

增持

CAT CATERPILLAR INC

+$195.8K

2,179 +0%

增持

IGLD FIRST TR EXCHANGE-TRADED FD

+$185.1K

75,713 +1%

增持

VMBS VANGUARD SCOTTSDALE FDS

+$183.6K

127,059 +2%

增持

DE DEERE & CO

-$182.3K

3,843 +1%

增持

SGOV ISHARES TR

+$176.6K

45,466 +4%

增持

AMT AMERICAN TOWER CORP NEW

-$153.0K

6,012 +1%

增持

COST COSTCO WHSL CORP NEW

-$152.5K

2,455 +0%

增持

JMUB J P MORGAN EXCHANGE TRADED F

+$146.3K

23,945 +12%

减持

ADI ANALOG DEVICES INC

+$141.8K

21,273 -0%

增持

NEE NEXTERA ENERGY INC

+$140.1K

20,976 +1%

增持

CBOE CBOE GLOBAL MKTS INC

+$138.5K

10,838 +0%

增持

VGSH VANGUARD SCOTTSDALE FDS

+$130.0K

126,127 +2%

增持

XLV SELECT SECTOR SPDR TR

+$120.1K

20,289 +1%

增持

VGIT VANGUARD SCOTTSDALE FDS

+$120.0K

100,622 +2%

减持

LLY ELI LILLY & CO

-$117.0K

3,497 -2%

增持

SPY SPDR S&P 500 ETF TR

+$106.6K

1,964 +1%

增持

COP CONOCOPHILLIPS

+$104.9K

16,707 +2%

增持

XLE SELECT SECTOR SPDR TR

+$103.5K

19,303 +1%

减持

VUG VANGUARD INDEX FDS

+$102.5K

2,733 -1%

增持

HYLB DBX ETF TR

+$101.8K

173,120 +1%

减持

PNC PNC FINL SVCS GROUP INC

+$101.2K

7,385 -0%

减持

AMZN AMAZON COM INC

-$100.3K

15,494 -3%

增持

AEP AMERICAN ELEC PWR CO INC

+$94.5K

9,859 +1%

减持

SBUX STARBUCKS CORP

-$91.1K

2,971 -20%

减持

CMG CHIPOTLE MEXICAN GRILL INC

-$89.5K

5,195 -0%

增持

XLI SELECT SECTOR SPDR TR

+$80.9K

12,010 +0%

增持

NFLX NETFLIX INC

+$75.8K

491 +28%

增持

URI UNITED RENTALS INC

+$69.5K

334 +1%

增持

KO COCA COLA CO

-$69.5K

23,965 +2%

增持

EOG EOG RES INC

-$68.7K

13,640 +2%

增持

JMST J P MORGAN EXCHANGE TRADED F

+$67.9K

14,146 +10%

减持

META META PLATFORMS INC

-$62.7K

6,771 -1%

增持

UNP UNION PAC CORP

+$61.7K

6,433 +1%

增持

GE GE AEROSPACE

+$60.4K

1,080 +5%

增持

JNJ JOHNSON & JOHNSON

+$55.7K

1,657 +1%

增持

— LINDE PLC

+$48.9K

3,004 +2%

增持

AXON AXON ENTERPRISE INC

-$45.1K

454 +1%

增持

PG PROCTER AND GAMBLE CO

-$42.6K

12,179 +1%

增持

VGLT VANGUARD SCOTTSDALE FDS

+$40.5K

26,090 +1%

增持

TMUS T-MOBILE US INC

+$36.9K

9,262 +1%

减持

COMT ISHARES U S ETF TR

-$34.8K

14,153 -12%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$34.5K

1,108 +0%

增持

CEG CONSTELLATION ENERGY CORP

+$29.7K

2,233 +2%

减持

AOA ISHARES TR

+$26.8K

7,051 -1%

增持

SPMD SPDR SERIES TRUST

+$26.0K

6,689 +2%

增持

SCHW SCHWAB CHARLES CORP

+$23.8K

3,324 +3%

增持

KNG FIRST TR EXCHANGE-TRADED FD

+$22.5K

10,764 +4%

增持

BSX BOSTON SCIENTIFIC CORP

-$22.1K

2,591 +1%

增持

VDC VANGUARD WORLD FD

-$20.2K

7,623 +1%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$19.3K

18,273 +1%

减持

MA MASTERCARD INCORPORATED

+$17.7K

5,509 -1%

增持

SPYV SPDR SERIES TRUST

+$15.6K

4,816 +0%

减持

— EXXON MOBIL CORP

+$14.6K

6,463 -2%

减持

EFA ISHARES TR

+$11.6K

5,786 -2%

减持

JEPQ J P MORGAN EXCHANGE TRADED F

+$11.1K

9,449 -3%

减持

VRP INVESCO EXCH TRADED FD TR II

-$10.0K

11,230 -4%

减持

WMT WALMART INC

+$10.0K

3,386 -2%

减持

VTV VANGUARD INDEX FDS

+$9.8K

1,898 -3%

增持

EXC EXELON CORP

+$8.9K

5,445 +0%

减持

XLF SELECT SECTOR SPDR TR

+$7.4K

5,252 -0%

增持

SDY SPDR SERIES TRUST

+$7.2K

1,493 +0%

减持

SPIB SPDR SERIES TRUST

+$6.6K

22,067 -0%

增持

V VISA INC

-$6.0K

883 +2%

减持

VZ VERIZON COMMUNICATIONS INC

-$4.2K

6,494 -3%

增持

TRGP TARGA RES CORP

-$2.4K

1,196 +3%

增持

EQIX EQUINIX INC

+$2.1K

1,259 +2%

增持

SPSB SPDR SERIES TRUST

+$1.7K

16,155 +0%

增持

PANW PALO ALTO NETWORKS INC

+$1.2K

1,396 +1%