Marquette Asset Management, LLC
MINNEAPOLIS MN · SEC CIK 0001395067
$6.69亿2026Q1 申报市值
795持仓数
83.0%前十大占比 · 第一大 18.6%
123 / 102新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IWD 加仓+$209.59万
AMCR 新建仓+$180.68万
AGG 加仓+$160.59万
META 加仓+$142.23万
SCHG 加仓+$65.62万
2026Q1 卖出最多 按季末市值估算
IWM 减仓-$296.83万
SCHD 清仓-$198.31万
AMCOR PLC 清仓-$189.55万
SONO 清仓-$78.48万
CHKP 清仓-$30.34万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HSY | HERSHEY CO | $83.28万 | 0.12% | 4,006 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $86.17万 | 0.13% | 1,493 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $86.82万 | 0.13% | 18,928 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $97.81万 | 0.15% | 1,504 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $144.53万 | 0.22% | 3,016 | 549 | 22.3% | $26.31万 | 加仓 |
| VB | VANGUARD INDEX FDS | $160.74万 | 0.24% | 6,137 | -443 | -6.7% | -$11.60万 | 减仓 |
| AMCR | AMCOR PLC | $180.68万 | 0.27% | 45,455 | 45,455 | — | $180.68万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $180.79万 | 0.27% | 4,139 | -135 | -3.2% | -$5.90万 | 减仓 |
| AAPL | APPLE INC | $202.12万 | 0.30% | 7,964 | -7 | -0.1% | -$1,777 | 减仓 |
| IWR | ISHARES TR | $227.55万 | 0.34% | 23,403 | -1,672 | -6.7% | -$16.26万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $252.41万 | 0.38% | 81,527 | -443 | -0.5% | -$1.37万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $270.49万 | 0.40% | 109,288 | -352 | -0.3% | -$8,712 | 减仓 |
| EFA | ISHARES TR | $270.62万 | 0.40% | 27,862 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $457.09万 | 0.68% | 18,431 | -11,969 | -39.4% | -$296.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $535.52万 | 0.80% | 152,831 | -77 | -0.1% | -$2,698 | 减仓 |
| META | META PLATFORMS INC | $699.20万 | 1.04% | 12,221 | 2,486 | 25.5% | $142.23万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $739.12万 | 1.10% | 254,169 | -307 | -0.1% | -$8,928 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,360.99万 | 3.53% | 697,279 | 1,428 | 0.2% | $4.84万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $2,418.78万 | 3.61% | 676,015 | 1,310 | 0.2% | $4.69万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $2,657.64万 | 3.97% | 525,433 | 8,583 | 1.7% | $43.41万 | 加仓 |
| AGG | ISHARES TR | $3,029.08万 | 4.53% | 305,135 | 16,177 | 5.6% | $160.59万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $3,285.37万 | 4.91% | 702,903 | -262 | -0.0% | -$1.22万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,298.59万 | 4.93% | 330,321 | 2,345 | 0.7% | $23.42万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,717.45万 | 5.56% | 129,447 | 1,006 | 0.8% | $28.89万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $5,022.65万 | 7.51% | 454,662 | -1,236 | -0.3% | -$13.65万 | 减仓 |
| IWF | ISHARES TR | $5,049.90万 | 7.55% | 118,431 | 213 | 0.2% | $9.08万 | 加仓 |
| IWD | ISHARES TR | $8,409.62万 | 12.57% | 393,580 | 9,809 | 2.6% | $209.59万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $8,634.07万 | 12.90% | 2,216,137 | 11,105 | 0.5% | $43.27万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.24亿 | 18.58% | 4,266,763 | 22,527 | 0.5% | $65.62万 | 加仓 |