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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 128 项
建仓 10
增持 90
减持 26
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$3.6M
58,146
增持
IEFA
ISHARES TR
+$2.2M
344,937
+0%
减持
IEMG
ISHARES INC
+$1.9M
304,636
-0%
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
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.7M
1,122,132
+5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.6M
394,360
+5%
减持
GOOGL
ALPHABET INC
+$1.5M
20,139
-4%
减持
ADI
ANALOG DEVICES INC
+$1.3M
21,254
-0%
增持
ORCL
ORACLE CORP
-$1.3M
12,643
+2%
增持
MLPB
UBS AG LONDON BRANCH
+$1.2M
607,567
+3%
增持
IWN
ISHARES TR
+$1.1M
52,796
+2%
增持
LLY
ELI LILLY & CO
+$1.1M
3,561
+2%
增持
VBK
VANGUARD INDEX FDS
+$1.0M
34,632
+1%
增持
DON
WISDOMTREE TR
+$794.8K
278,243
+2%
增持
—
ACCENTURE PLC IRELAND
+$792.9K
14,706
+9%
增持
MSFT
MICROSOFT CORP
-$749.5K
15,414
+1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$746.2K
195,733
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$705.0K
236,999
+4%
减持
IBB
ISHARES TR
+$633.3K
21,053
-1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$623.6K
200,128
+4%
建仓
HEDJ
WISDOMTREE TR
+$545.9K
10,020
减持
UPS
UNITED PARCEL SERVICE INC
+$437.4K
17,895
-0%
建仓
BIL
SPDR SERIES TRUST
+$433.2K
4,730
增持
GOOG
ALPHABET INC
+$427.3K
4,980
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$406.1K
20,509
+1%
增持
META
META PLATFORMS INC
-$394.1K
6,950
+3%
增持
AMZN
AMAZON COM INC
+$367.1K
15,760
+2%
增持
CBOE
CBOE GLOBAL MKTS INC
+$344.5K
10,864
+0%
建仓
AMAT
APPLIED MATLS INC
+$330.5K
1,025
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$314.6K
76,052
+0%
减持
AAPL
APPLE INC
-$310.5K
37,519
-1%
增持
TMUS
T-MOBILE US INC
-$296.0K
10,328
+12%
减持
PWR
QUANTA SVCS INC
+$291.5K
5,623
-1%
增持
VOT
VANGUARD INDEX FDS
-$288.4K
55,658
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$277.6K
105,670
+5%
增持
MCK
MCKESSON CORP
+$272.8K
3,225
+5%
建仓
CGIB
CAPITAL GRP FIXED INCM ETF T
+$271.6K
10,672
增持
FPE
FIRST TR EXCH TRADED FD III
+$254.9K
360,575
+4%
增持
DE
DEERE & CO
+$254.1K
3,910
+2%
增持
BX
BLACKSTONE INC
-$253.5K
16,359
+3%
增持
SPYG
SPDR SERIES TRUST
+$243.2K
80,835
+1%
建仓
FELC
FIDELITY COVINGTON TRUST
+$242.7K
6,338
增持
COST
COSTCO WHSL CORP NEW
+$240.0K
2,556
+4%
建仓
SPGI
S&P GLOBAL INC
+$239.1K
448
增持
XLE
SELECT SECTOR SPDR TR
+$234.2K
39,819
+106%
增持
JPM
JPMORGAN CHASE & CO.
-$227.6K
13,838
+0%
清仓
VTI
VANGUARD INDEX FDS
-$226.1K
0
-100%
增持
KO
COCA COLA CO
+$220.6K
24,835
+4%
建仓
HIMU
BLACKROCK ETF TRUST II
+$220.3K
4,505
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$218.8K
130,065
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$215.6K
3,043
+1%
建仓
MRK
MERCK & CO INC
+$209.2K
1,934
建仓
INTC
INTEL CORP
+$207.8K
4,610
增持
HYLB
DBX ETF TR
+$206.9K
178,889
+3%
增持
NEE
NEXTERA ENERGY INC
+$206.1K
21,101
+1%
清仓
—
EATON CORP PLC
-$204.7K
0
-100%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$204.6K
27,860
+16%
增持
MA
MASTERCARD INCORPORATED
-$199.7K
5,592
+2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$194.0K
130,578
+3%
减持
BND
VANGUARD BD INDEX FDS
-$181.0K
9,795
-20%
增持
NOW
SERVICENOW INC
-$180.1K
3,355
+393%
减持
TJX
TJX COS INC NEW
+$159.4K
20,845
-1%
增持
FLXS
FLEXSTEEL INDS INC
-$151.5K
34,525
+2%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$145.9K
79,278
+4%
增持
PNC
PNC FINL SVCS GROUP INC
+$145.1K
7,425
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$145.0K
12,162
+1%
减持
—
EXXON MOBIL CORP
+$140.9K
6,443
-0%
增持
NFLX
NETFLIX INC
-$135.9K
5,257
+971%
增持
VDC
VANGUARD WORLD FD
+$134.7K
7,820
+3%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$131.4K
16,708
+18%
增持
XLY
SELECT SECTOR SPDR TR
+$127.3K
26,220
+103%
增持
COP
CONOCOPHILLIPS
+$126.9K
17,358
+4%
增持
PSX
PHILLIPS 66
+$118.9K
14,459
+2%
减持
QQQ
INVESCO QQQ TR
-$118.5K
331
-39%
减持
CAT
CATERPILLAR INC
+$114.3K
1,842
-15%
增持
CRM
SALESFORCE INC
+$98.0K
14,060
+7%
减持
SPY
SPDR S&P 500 ETF TR
-$90.0K
1,768
-10%
增持
CEG
CONSTELLATION ENERGY CORP
-$85.2K
2,247
+1%
增持
AOA
ISHARES TR
+$82.7K
7,682
+9%
增持
AEP
AMERICAN ELEC PWR CO INC
+$79.4K
10,190
+3%
增持
DGX
QUEST DIAGNOSTICS INC
+$77.0K
13,500
+9%
增持
NVDA
NVIDIA CORPORATION
+$75.1K
20,426
+1%
增持
HD
HOME DEPOT INC
-$61.7K
6,950
+3%
增持
JNJ
JOHNSON & JOHNSON
+$59.4K
1,666
+1%
增持
EQIX
EQUINIX INC
+$59.2K
1,321
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$58.1K
3,674
+11%
增持
TRGP
TARGA RES CORP
+$57.2K
1,345
+12%
增持
WMT
WALMART INC
+$51.8K
3,404
+1%
减持
COMT
ISHARES U S ETF TR
-$49.2K
12,388
-12%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$46.2K
1,111
+0%
增持
WM
WASTE MGMT INC DEL
+$41.8K
1,056
+16%
增持
AMT
AMERICAN TOWER CORP NEW
-$40.7K
6,241
+4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$39.4K
17,198
-6%
增持
EOG
EOG RES INC
+$37.5K
14,464
+6%
增持
—
LINDE PLC
+$33.5K
3,234
+8%
增持
AVGO
BROADCOM INC
-$31.9K
3,760
+0%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$31.2K
26,995
+3%
增持
MUB
ISHARES TR
+$30.6K
2,200
+14%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$29.6K
10,143
-10%
增持
URI
UNITED RENTALS INC
+$27.6K
377
+13%
增持
PG
PROCTER AND GAMBLE CO
+$27.1K
12,644
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$26.3K
7,887
+21%
减持
SGOV
ISHARES TR
-$25.0K
45,258
-0%
减持
SBUX
STARBUCKS CORP
-$23.8K
2,330
-22%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$20.6K
10,034
-7%
减持
SPMD
SPDR SERIES TRUST
+$19.9K
6,586
-2%
增持
BLK
BLACKROCK INC
-$18.9K
2,475
+2%
增持
GE
GE AEROSPACE
+$18.7K
1,169
+8%
增持
BSX
BOSTON SCIENTIFIC CORP
+$17.1K
2,919
+13%
增持
ANET
ARISTA NETWORKS INC
+$16.7K
1,605
+16%
减持
PPG
PPG INDS INC
+$16.1K
2,390
-0%
增持
V
VISA INC
+$14.4K
969
+10%
增持
SPYV
SPDR SERIES TRUST
+$14.1K
4,843
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$13.9K
30,208
+2%
减持
SPSM
SPDR SERIES TRUST
+$13.1K
4,434
-1%
增持
SDY
SPDR SERIES TRUST
+$10.7K
1,499
+0%
增持
AXON
AXON ENTERPRISE INC
-$10.7K
514
+13%
增持
UNP
UNION PAC CORP
-$10.3K
6,577
+2%
增持
PANW
PALO ALTO NETWORKS INC
-$9.8K
1,523
+9%
增持
SPIB
SPDR SERIES TRUST
+$9.2K
22,357
+1%
增持
UBER
UBER TECHNOLOGIES INC
-$8.0K
2,469
+15%
增持
VMC
VULCAN MATLS CO
+$6.4K
5,801
+3%
减持
IVV
ISHARES TR
-$6.1K
2,068
-4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$5.7K
5,120
-1%
增持
QCOM
QUALCOMM INC
-$5.4K
1,567
+4%
增持
EXC
EXELON CORP
-$4.9K
5,451
+0%
减持
VGT
VANGUARD WORLD FD
-$4.6K
7,574
-1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.3K
9,217
-2%
增持
SPSB
SPDR SERIES TRUST
-$494
16,160
+0%
