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 |
|---|---|---|---|---|---|---|---|---|
| BSMW | INVESCO EXCH TRD SLF IDX FD | $71.08万 | 0.08% | 28,600 | 300 | 1.1% | $7,456 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $71.02万 | 0.08% | 34,012 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $65.64万 | 0.08% | 1,086 | 55 | 5.3% | $3.32万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $59.59万 | 0.07% | 2,134 | -37 | -1.7% | -$1.03万 | 减仓 |
| — | EXXON MOBIL CORP | $58.36万 | 0.07% | 3,440 | 85 | 2.5% | $1.44万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $53.45万 | 0.06% | 5,728 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $53.39万 | 0.06% | 10,635 | 10,635 | — | $53.39万 | 新建仓 |
| KO | COCA COLA CO | $48.55万 | 0.06% | 6,384 | 460 | 7.8% | $3.50万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $47.81万 | 0.06% | 2,738 | 1,127 | 70.0% | $19.68万 | 加仓 |
| GEV | GE VERNOVA INC | $46.70万 | 0.06% | 535 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $45.41万 | 0.05% | 3,747 | 3,747 | — | $45.41万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $45.03万 | 0.05% | 1,730 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.65万 | 0.05% | 7,362 | 7,362 | — | $44.65万 | 新建仓 |
| ITOT | ISHARES TR | $43.10万 | 0.05% | 3,026 | -568 | -15.8% | -$8.09万 | 减仓 |
| ADBE | ADOBE INC | $40.73万 | 0.05% | 1,676 | -15,634 | -90.3% | -$379.96万 | 减仓 |
| CSCO | CISCO SYS INC | $36.79万 | 0.04% | 4,741 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $34.29万 | 0.04% | 3,558 | -48,115 | -93.1% | -$463.73万 | 减仓 |
| GE | GE AEROSPACE | $33.39万 | 0.04% | 1,177 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $32.15万 | 0.04% | 2,045 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $29.31万 | 0.03% | 1,005 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $28.67万 | 0.03% | 1,446 | -425 | -22.7% | -$8.43万 | 减仓 |
| NVS | NOVARTIS AG | $27.28万 | 0.03% | 1,786 | 33 | 1.9% | $5,041 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $24.84万 | 0.03% | 59 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $24.51万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $24.18万 | 0.03% | 1,215 | 106 | 9.6% | $2.11万 | 加仓 |
| CRWV | COREWEAVE INC | $24.16万 | 0.03% | 3,118 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $21.94万 | 0.03% | 1,704 | 52 | 3.1% | $6,697 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $21.21万 | 0.03% | 2,198 | 0 | 0.0% | — | 不变 |
| — | CITIZENS INC | $11.97万 | 0.01% | 23,794 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,124 | -100.0% | -$21.85万 | 清仓 |
| STC | STEWART INFORMATION SVCS COR | $0 | 0.00% | 0 | -3,012 | -100.0% | -$21.16万 | 清仓 |