Marietta Wealth Management, LLC
MARIETTA GA · SEC CIK 0001697847
$8.41亿2026Q1 申报市值
129持仓数
26.6%前十大占比 · 第一大 3.9%
8 / 2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
DAL 新建仓+$424.85万
RKT 新建仓+$386.84万
SPOT 新建仓+$347.49万
GOOG 新建仓+$194.61万
UBER 加仓+$163.18万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$2,386.51万
DIS 减仓-$463.73万
ADBE 减仓-$379.96万
CVX 减仓-$201.67万
TPL 减仓-$170.51万
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 |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | $943.32万 | 1.12% | 12,209 | 49 | 0.4% | $3.79万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $973.99万 | 1.16% | 104,866 | 401 | 0.4% | $3.72万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $974.66万 | 1.16% | 37,873 | 1,713 | 4.7% | $44.08万 | 加仓 |
| BLK | BLACKROCK INC | $1,016.34万 | 1.21% | 10,568 | 183 | 1.8% | $17.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,020.36万 | 1.21% | 21,293 | 312 | 1.5% | $14.95万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,046.30万 | 1.24% | 65,263 | 3,746 | 6.1% | $60.06万 | 加仓 |
| V | VISA INC | $1,049.60万 | 1.25% | 34,727 | 1,383 | 4.1% | $41.80万 | 加仓 |
| META | META PLATFORMS INC | $1,067.54万 | 1.27% | 18,659 | 619 | 3.4% | $35.41万 | 加仓 |
| IMCV | ISHARES TR | $1,104.34万 | 1.31% | 130,251 | 2,095 | 1.6% | $17.76万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $1,142.41万 | 1.36% | 118,237 | 1,670 | 1.4% | $16.14万 | 加仓 |
| HD | HOME DEPOT INC | $1,149.89万 | 1.37% | 34,963 | 1,485 | 4.4% | $48.84万 | 加仓 |
| LIN | LINDE PLC | $1,176.79万 | 1.40% | 23,737 | -1,182 | -4.7% | -$58.60万 | 减仓 |
| NFLX | NETFLIX INC. | $1,180.33万 | 1.40% | 122,759 | 7,379 | 6.4% | $70.95万 | 加仓 |
| RTX | RTX CORPORATION | $1,273.97万 | 1.51% | 66,043 | -2,053 | -3.0% | -$39.60万 | 减仓 |
| LLY | ELI LILLY & CO | $1,298.99万 | 1.54% | 14,123 | 44 | 0.3% | $4.05万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,397.15万 | 1.66% | 164,681 | -581 | -0.4% | -$4.93万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,450.74万 | 1.72% | 17,148 | -104 | -0.6% | -$8.80万 | 减仓 |
| IJH | ISHARES TR | $1,488.27万 | 1.77% | 220,386 | -3,302 | -1.5% | -$22.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,493.07万 | 1.77% | 50,757 | 1,618 | 3.3% | $47.60万 | 加仓 |
| ASML | ASML HLDG NV | $1,561.62万 | 1.86% | 11,823 | -345 | -2.8% | -$45.57万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,565.40万 | 1.86% | 15,710 | 183 | 1.2% | $18.23万 | 加仓 |
| AMZN | AMAZON COM INC | $1,705.73万 | 2.03% | 81,900 | 6,936 | 9.3% | $144.46万 | 加仓 |
| IHDG | WISDOMTREE TR | $1,809.25万 | 2.15% | 375,752 | 3,460 | 0.9% | $16.66万 | 加仓 |
| WMT | WALMART INC | $1,841.41万 | 2.19% | 148,166 | -1,184 | -0.8% | -$14.71万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,878.78万 | 2.23% | 71,731 | 275 | 0.4% | $7.20万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,937.06万 | 2.30% | 240,390 | -4,034 | -1.7% | -$32.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,937.86万 | 2.30% | 52,350 | 2,772 | 5.6% | $102.61万 | 加仓 |
| AVGO | BROADCOM INC | $1,989.94万 | 2.36% | 64,293 | 627 | 1.0% | $19.41万 | 加仓 |
| GOOGL | ALPHABET INC | $2,295.41万 | 2.73% | 79,824 | -82,992 | -51.0% | -$2,386.51万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,301.57万 | 2.74% | 80,144 | 1,391 | 1.8% | $39.95万 | 加仓 |
| AAPL | APPLE INC | $3,134.06万 | 3.72% | 123,490 | 601 | 0.5% | $15.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,298.34万 | 3.92% | 189,125 | -93 | -0.0% | -$1.62万 | 减仓 |