Marietta Wealth Management, LLC
MARIETTA GA · SEC CIK 0001697847
$9.71亿2026Q2 申报市值
133持仓数
29.8%前十大占比 · 第一大 5.8%
7 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GOOGL 加仓+$2,746.72万
MSFT 加仓+$94.26万
INTU 加仓+$89.13万
HD 加仓+$77.52万
SHYM 新建仓+$75.96万
2026Q2 卖出最多 按季末市值估算
GOOG 清仓-$194.61万
GLW 减仓-$127.82万
ASML 减仓-$119.37万
PANW 减仓-$78.37万
ADBE 清仓-$40.73万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -6,784 | -100.0% | -$194.61万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,676 | -100.0% | -$40.73万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,446 | -100.0% | -$28.67万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -2,198 | -100.0% | -$21.21万 | 清仓 |
| — | CITIZENS INC | $13.66万 | 0.01% | 23,794 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $21.50万 | 0.02% | 2,000 | 2,000 | — | $21.50万 | 新建仓 |
| DHI | D R HORTON INC | $21.71万 | 0.02% | 1,333 | 1,333 | — | $21.71万 | 新建仓 |
| PHM | PULTE GROUP INC | $22.80万 | 0.02% | 1,662 | 1,662 | — | $22.80万 | 新建仓 |
| EXC | EXELON CORP | $23.31万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $23.74万 | 0.02% | 1,246 | 1,246 | — | $23.74万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.33万 | 0.03% | 2,257 | 2,257 | — | $26.33万 | 新建仓 |
| NVS | NOVARTIS AG | $27.47万 | 0.03% | 1,753 | -33 | -1.8% | -$5,172 | 减仓 |
| BA | BOEING CO | $28.66万 | 0.03% | 1,324 | 109 | 9.0% | $2.36万 | 加仓 |
| QCOM | QUALCOMM INC | $29.94万 | 0.03% | 1,620 | -84 | -4.9% | -$1.55万 | 减仓 |
| CRWV | COREWEAVE INC | $31.04万 | 0.03% | 3,118 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $31.70万 | 0.03% | 2,095 | 50 | 2.4% | $7,566 | 加仓 |
| DIS | DISNEY WALT CO | $34.49万 | 0.04% | 3,583 | 25 | 0.7% | $2,406 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $36.48万 | 0.04% | 1,105 | 100 | 10.0% | $3.30万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $37.15万 | 0.04% | 2,084 | 609 | 41.3% | $10.85万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.39万 | 0.04% | 6,663 | -699 | -9.5% | -$4.03万 | 减仓 |
| CAT | CATERPILLAR INC | $39.51万 | 0.04% | 371 | 371 | — | $39.51万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $40.03万 | 0.04% | 2,738 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $43.97万 | 0.05% | 1,177 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $44.73万 | 0.05% | 10,565 | -70 | -0.7% | -$2,964 | 减仓 |
| KO | COCA COLA CO | $44.90万 | 0.05% | 5,525 | -859 | -13.5% | -$6.98万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $46.72万 | 0.05% | 917 | -169 | -15.6% | -$8.61万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $46.79万 | 0.05% | 1,730 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $47.24万 | 0.05% | 3,617 | -130 | -3.5% | -$1.70万 | 减仓 |
| — | EXXON MOBIL CORP | $47.72万 | 0.05% | 3,490 | 50 | 1.5% | $6,836 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.68万 | 0.05% | 2,121 | -13 | -0.6% | -$3,229 | 减仓 |
| ITOT | ISHARES TR | $53.31万 | 0.05% | 3,245 | 219 | 7.2% | $3.60万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $55.49万 | 0.06% | 5,728 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $59.21万 | 0.06% | 5,041 | 300 | 6.3% | $3.52万 | 加仓 |
| GEV | GE VERNOVA INC | $62.85万 | 0.06% | 535 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $71.30万 | 0.07% | 30,959 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $71.37万 | 0.07% | 34,012 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $71.42万 | 0.07% | 30,334 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $71.55万 | 0.07% | 32,644 | 0 | 0.0% | — | 不变 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $71.90万 | 0.07% | 28,600 | 0 | 0.0% | — | 不变 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $72.12万 | 0.07% | 30,769 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $72.21万 | 0.07% | 30,545 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $73.87万 | 0.08% | 14,470 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $75.96万 | 0.08% | 33,837 | 33,837 | — | $75.96万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $77.96万 | 0.08% | 21,208 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $84.59万 | 0.09% | 6,871 | 200 | 3.0% | $2.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $95.99万 | 0.10% | 2,594 | 50 | 2.0% | $1.85万 | 加仓 |
| EFA | ISHARES TR | $100.64万 | 0.10% | 9,688 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $100.65万 | 0.10% | 3,579 | 127 | 3.7% | $3.57万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $101.30万 | 0.10% | 18,415 | -1,195 | -6.1% | -$6.57万 | 减仓 |
| FBK | FB FINL CORP | $122.37万 | 0.13% | 22,109 | 0 | 0.0% | — | 重新持有 |
| IJK | ISHARES TR | $131.84万 | 0.14% | 11,220 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $179.18万 | 0.18% | 3,648 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $187.25万 | 0.19% | 4,452 | -4 | -0.1% | -$1,682 | 减仓 |
| EMXC | ISHARES INC | $200.13万 | 0.21% | 19,563 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $243.82万 | 0.25% | 10,738 | 2 | 0.0% | $454 | 加仓 |
| IVW | ISHARES TR | $271.51万 | 0.28% | 19,742 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.31% | 4 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $318.90万 | 0.33% | 71,889 | -172 | -0.2% | -$7,630 | 减仓 |
| IXUS | ISHARES TR | $319.44万 | 0.33% | 33,470 | -1,254 | -3.6% | -$11.97万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $364.14万 | 0.38% | 7,931 | 765 | 10.7% | $35.12万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $379.48万 | 0.39% | 31,892 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $411.03万 | 0.42% | 16,938 | 225 | 1.3% | $5.46万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $434.00万 | 0.45% | 52,511 | 4,726 | 9.9% | $39.06万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $435.94万 | 0.45% | 55,161 | 4,800 | 9.5% | $37.93万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $439.43万 | 0.45% | 75,504 | 6,233 | 9.0% | $36.28万 | 加仓 |
| RKT | ROCKET COS INC | $481.80万 | 0.50% | 305,903 | 34,439 | 12.7% | $54.24万 | 加仓 |
| SYK | STRYKER CORPORATION | $500.38万 | 0.52% | 15,893 | 1,228 | 8.4% | $38.66万 | 加仓 |
| INTU | INTUIT | $511.35万 | 0.53% | 19,592 | 3,415 | 21.1% | $89.13万 | 加仓 |
| ORCL | ORACLE CORP | $520.78万 | 0.54% | 35,536 | 2,739 | 8.4% | $40.14万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $524.69万 | 0.54% | 10,302 | 1,044 | 11.3% | $53.17万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $540.08万 | 0.56% | 31,792 | 1,275 | 4.2% | $21.66万 | 加仓 |
| IVV | ISHARES TR | $544.58万 | 0.56% | 7,272 | 50 | 0.7% | $3.74万 | 加仓 |
| DAL | DELTA AIR LINES INC | $571.32万 | 0.59% | 60,999 | -2,907 | -4.5% | -$27.23万 | 减仓 |
| IEFA | ISHARES TR | $603.24万 | 0.62% | 62,460 | -30 | -0.0% | -$2,897 | 减仓 |
| CRM | SALESFORCE INC | $623.07万 | 0.64% | 39,772 | 4,699 | 13.4% | $73.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $643.67万 | 0.66% | 8,619 | -340 | -3.8% | -$25.39万 | 减仓 |
| CVX | CHEVRON CORPORATION | $651.34万 | 0.67% | 39,294 | 924 | 2.4% | $15.32万 | 加仓 |
| IEMG | ISHARES INC | $673.89万 | 0.69% | 81,348 | -983 | -1.2% | -$8.14万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $709.96万 | 0.73% | 98,387 | 9,159 | 10.3% | $66.09万 | 加仓 |
| SO | SOUTHERN CO | $743.80万 | 0.77% | 77,714 | 3,225 | 4.3% | $30.87万 | 加仓 |
| VV | VANGUARD INDEX FDS | $769.08万 | 0.79% | 22,363 | -45 | -0.2% | -$1.55万 | 减仓 |
| EPS | WISDOMTREE TR | $773.82万 | 0.80% | 99,476 | -114 | -0.1% | -$8,868 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $774.11万 | 0.80% | 394,650 | 16,042 | 4.2% | $31.47万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $774.50万 | 0.80% | 416,957 | 20,576 | 5.2% | $38.22万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $777.48万 | 0.80% | 381,772 | 17,693 | 4.9% | $36.03万 | 加仓 |
| SBUX | STARBUCKS CORP | $779.23万 | 0.80% | 76,253 | 2,239 | 3.0% | $22.88万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $779.91万 | 0.80% | 399,441 | 14,238 | 3.7% | $27.80万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $780.48万 | 0.80% | 476,339 | 24,411 | 5.4% | $40.00万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $782.40万 | 0.81% | 470,052 | 23,143 | 5.2% | $38.52万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $785.65万 | 0.81% | 383,058 | 18,621 | 5.1% | $38.19万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $791.02万 | 0.81% | 12,686 | 477 | 3.9% | $29.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $815.61万 | 0.84% | 37,425 | 64 | 0.2% | $1.39万 | 加仓 |
| ILCG | ISHARES TR | $819.31万 | 0.84% | 70,015 | -355 | -0.5% | -$4.15万 | 减仓 |
| PEP | PEPSICO INC | $834.97万 | 0.86% | 61,667 | 1,574 | 2.6% | $21.31万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $847.80万 | 0.87% | 19,372 | 334 | 1.8% | $14.62万 | 加仓 |
| BX | BLACKSTONE INC | $869.72万 | 0.90% | 73,912 | 4,358 | 6.3% | $51.28万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $881.44万 | 0.91% | 149,448 | 12,441 | 9.1% | $73.38万 | 加仓 |
| DE | DEERE & CO | $883.62万 | 0.91% | 13,930 | 14 | 0.1% | $8,881 | 加仓 |
| WM | WASTE MGMT INC DEL | $891.56万 | 0.92% | 40,002 | 1,786 | 4.7% | $39.81万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $912.84万 | 0.94% | 24,632 | 276 | 1.1% | $10.23万 | 加仓 |