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 |
|---|---|---|---|---|---|---|---|---|
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $71.42万 | 0.07% | 30,334 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $71.37万 | 0.07% | 34,012 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $71.30万 | 0.07% | 30,959 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $62.85万 | 0.06% | 535 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $59.21万 | 0.06% | 5,041 | 300 | 6.3% | $3.52万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $55.49万 | 0.06% | 5,728 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $53.31万 | 0.05% | 3,245 | 219 | 7.2% | $3.60万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.68万 | 0.05% | 2,121 | -13 | -0.6% | -$3,229 | 减仓 |
| — | EXXON MOBIL CORP | $47.72万 | 0.05% | 3,490 | 50 | 1.5% | $6,836 | 加仓 |
| TGT | TARGET CORP | $47.24万 | 0.05% | 3,617 | -130 | -3.5% | -$1.70万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $46.79万 | 0.05% | 1,730 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $46.72万 | 0.05% | 917 | -169 | -15.6% | -$8.61万 | 减仓 |
| KO | COCA COLA CO | $44.90万 | 0.05% | 5,525 | -859 | -13.5% | -$6.98万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.73万 | 0.05% | 10,565 | -70 | -0.7% | -$2,964 | 减仓 |
| GE | GE AEROSPACE | $43.97万 | 0.05% | 1,177 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $40.03万 | 0.04% | 2,738 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $39.51万 | 0.04% | 371 | 371 | — | $39.51万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.39万 | 0.04% | 6,663 | -699 | -9.5% | -$4.03万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $37.15万 | 0.04% | 2,084 | 609 | 41.3% | $10.85万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $36.48万 | 0.04% | 1,105 | 100 | 10.0% | $3.30万 | 加仓 |
| DIS | DISNEY WALT CO | $34.49万 | 0.04% | 3,583 | 25 | 0.7% | $2,406 | 加仓 |
| BDX | BECTON DICKINSON & CO | $31.70万 | 0.03% | 2,095 | 50 | 2.4% | $7,566 | 加仓 |
| CRWV | COREWEAVE INC | $31.04万 | 0.03% | 3,118 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $29.94万 | 0.03% | 1,620 | -84 | -4.9% | -$1.55万 | 减仓 |
| BA | BOEING CO | $28.66万 | 0.03% | 1,324 | 109 | 9.0% | $2.36万 | 加仓 |
| NVS | NOVARTIS AG | $27.47万 | 0.03% | 1,753 | -33 | -1.8% | -$5,172 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.33万 | 0.03% | 2,257 | 2,257 | — | $26.33万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $23.74万 | 0.02% | 1,246 | 1,246 | — | $23.74万 | 新建仓 |
| EXC | EXELON CORP | $23.31万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $22.80万 | 0.02% | 1,662 | 1,662 | — | $22.80万 | 新建仓 |
| DHI | D R HORTON INC | $21.71万 | 0.02% | 1,333 | 1,333 | — | $21.71万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $21.50万 | 0.02% | 2,000 | 2,000 | — | $21.50万 | 新建仓 |
| — | CITIZENS INC | $13.66万 | 0.01% | 23,794 | 0 | 0.0% | — | 不变 |
| 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 |