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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $915.28万 | 0.94% | 128,191 | 5,432 | 4.4% | $38.78万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $931.93万 | 0.96% | 18,588 | 956 | 5.4% | $47.93万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $939.32万 | 0.97% | 33,547 | 1,200 | 3.7% | $33.60万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $941.81万 | 0.97% | 107,304 | 2,438 | 2.3% | $21.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,004.27万 | 1.03% | 39,543 | 1,097 | 2.9% | $27.86万 | 加仓 |
| IJR | ISHARES TR | $1,010.51万 | 1.04% | 68,135 | -1,790 | -2.6% | -$26.55万 | 减仓 |
| BLK | BLACKROCK INC | $1,028.68万 | 1.06% | 10,698 | 130 | 1.2% | $12.50万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,087.82万 | 1.12% | 26,173 | 846 | 3.3% | $35.16万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,095.05万 | 1.13% | 21,884 | 591 | 2.8% | $29.57万 | 加仓 |
| META | META PLATFORMS INC | $1,121.91万 | 1.16% | 19,917 | 1,258 | 6.7% | $70.86万 | 加仓 |
| V | VISA INC | $1,227.73万 | 1.26% | 35,785 | 1,058 | 3.0% | $36.30万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,231.33万 | 1.27% | 40,200 | 2,327 | 6.1% | $71.28万 | 加仓 |
| IMCV | ISHARES TR | $1,242.32万 | 1.28% | 135,955 | 5,704 | 4.4% | $52.12万 | 加仓 |
| LIN | LINDE PLC | $1,247.01万 | 1.28% | 24,030 | 293 | 1.2% | $15.20万 | 加仓 |
| RTX | RTX CORPORATION | $1,262.85万 | 1.30% | 66,560 | 517 | 0.8% | $9.81万 | 加仓 |
| HD | HOME DEPOT INC | $1,310.59万 | 1.35% | 37,161 | 2,198 | 6.3% | $77.52万 | 加仓 |
| GLW | CORNING INC | $1,379.58万 | 1.42% | 54,010 | -5,004 | -8.5% | -$127.82万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $1,436.58万 | 1.48% | 120,589 | 2,352 | 2.0% | $28.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,491.34万 | 1.54% | 15,942 | 232 | 1.5% | $21.70万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,518.00万 | 1.56% | 170,179 | 5,498 | 3.3% | $49.04万 | 加仓 |
| IJH | ISHARES TR | $1,676.94万 | 1.73% | 217,473 | -2,913 | -1.3% | -$22.46万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,677.45万 | 1.73% | 51,246 | 489 | 1.0% | $16.01万 | 加仓 |
| WMT | WALMART INC | $1,682.66万 | 1.73% | 148,566 | 400 | 0.3% | $4.53万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,712.30万 | 1.76% | 16,930 | -218 | -1.3% | -$22.05万 | 减仓 |
| LLY | ELI LILLY & CO | $1,720.10万 | 1.77% | 14,341 | 218 | 1.5% | $26.15万 | 加仓 |
| AMZN | AMAZON COM INC | $1,986.25万 | 2.05% | 83,337 | 1,437 | 1.8% | $34.25万 | 加仓 |
| IHDG | WISDOMTREE TR | $2,039.81万 | 2.10% | 389,425 | 13,673 | 3.6% | $71.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,047.02万 | 2.11% | 54,877 | 2,527 | 4.8% | $94.26万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,147.23万 | 2.21% | 62,965 | -2,298 | -3.5% | -$78.37万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,193.34万 | 2.26% | 72,359 | 628 | 0.9% | $19.04万 | 加仓 |
| ASML | ASML HLDG NV | $2,232.75万 | 2.30% | 11,223 | -600 | -5.1% | -$119.37万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,306.72万 | 2.38% | 239,063 | -1,327 | -0.6% | -$12.80万 | 减仓 |
| AVGO | BROADCOM INC | $2,408.40万 | 2.48% | 63,756 | -537 | -0.8% | -$20.29万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,645.43万 | 2.73% | 328,339 | 7,763 | 2.4% | $62.55万 | 加仓 |
| AAPL | APPLE INC | $3,555.77万 | 3.66% | 122,884 | -606 | -0.5% | -$17.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,756.61万 | 3.87% | 187,746 | -1,379 | -0.7% | -$27.59万 | 减仓 |
| GOOGL | ALPHABET INC | $5,599.40万 | 5.77% | 156,683 | 76,859 | 96.3% | $2,746.72万 | 加仓 |