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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3,298.34万 | 3.92% | 189,125 | -93 | -0.0% | -$1.62万 | 减仓 |
| AAPL | APPLE INC | $3,134.06万 | 3.72% | 123,490 | 601 | 0.5% | $15.25万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,301.57万 | 2.74% | 80,144 | 1,391 | 1.8% | $39.95万 | 加仓 |
| GOOGL | ALPHABET INC | $2,295.41万 | 2.73% | 79,824 | -82,992 | -51.0% | -$2,386.51万 | 减仓 |
| AVGO | BROADCOM INC | $1,989.94万 | 2.36% | 64,293 | 627 | 1.0% | $19.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,937.86万 | 2.30% | 52,350 | 2,772 | 5.6% | $102.61万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,937.06万 | 2.30% | 240,390 | -4,034 | -1.7% | -$32.51万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,878.78万 | 2.23% | 71,731 | 275 | 0.4% | $7.20万 | 加仓 |
| WMT | WALMART INC | $1,841.41万 | 2.19% | 148,166 | -1,184 | -0.8% | -$14.71万 | 减仓 |
| IHDG | WISDOMTREE TR | $1,809.25万 | 2.15% | 375,752 | 3,460 | 0.9% | $16.66万 | 加仓 |
| AMZN | AMAZON COM INC | $1,705.73万 | 2.03% | 81,900 | 6,936 | 9.3% | $144.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,565.40万 | 1.86% | 15,710 | 183 | 1.2% | $18.23万 | 加仓 |
| ASML | ASML HLDG NV | $1,561.62万 | 1.86% | 11,823 | -345 | -2.8% | -$45.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,493.07万 | 1.77% | 50,757 | 1,618 | 3.3% | $47.60万 | 加仓 |
| IJH | ISHARES TR | $1,488.27万 | 1.77% | 220,386 | -3,302 | -1.5% | -$22.30万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,450.74万 | 1.72% | 17,148 | -104 | -0.6% | -$8.80万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,397.15万 | 1.66% | 164,681 | -581 | -0.4% | -$4.93万 | 减仓 |
| LLY | ELI LILLY & CO | $1,298.99万 | 1.54% | 14,123 | 44 | 0.3% | $4.05万 | 加仓 |
| RTX | RTX CORPORATION | $1,273.97万 | 1.51% | 66,043 | -2,053 | -3.0% | -$39.60万 | 减仓 |
| NFLX | NETFLIX INC. | $1,180.33万 | 1.40% | 122,759 | 7,379 | 6.4% | $70.95万 | 加仓 |
| LIN | LINDE PLC | $1,176.79万 | 1.40% | 23,737 | -1,182 | -4.7% | -$58.60万 | 减仓 |
| HD | HOME DEPOT INC | $1,149.89万 | 1.37% | 34,963 | 1,485 | 4.4% | $48.84万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $1,142.41万 | 1.36% | 118,237 | 1,670 | 1.4% | $16.14万 | 加仓 |
| IMCV | ISHARES TR | $1,104.34万 | 1.31% | 130,251 | 2,095 | 1.6% | $17.76万 | 加仓 |
| META | META PLATFORMS INC | $1,067.54万 | 1.27% | 18,659 | 619 | 3.4% | $35.41万 | 加仓 |
| V | VISA INC | $1,049.60万 | 1.25% | 34,727 | 1,383 | 4.1% | $41.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,046.30万 | 1.24% | 65,263 | 3,746 | 6.1% | $60.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,020.36万 | 1.21% | 21,293 | 312 | 1.5% | $14.95万 | 加仓 |
| BLK | BLACKROCK INC | $1,016.34万 | 1.21% | 10,568 | 183 | 1.8% | $17.60万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $974.66万 | 1.16% | 37,873 | 1,713 | 4.7% | $44.08万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $973.99万 | 1.16% | 104,866 | 401 | 0.4% | $3.72万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $943.32万 | 1.12% | 12,209 | 49 | 0.4% | $3.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $939.77万 | 1.12% | 38,446 | 3,697 | 10.6% | $90.37万 | 加仓 |
| PEP | PEPSICO INC | $933.19万 | 1.11% | 60,093 | -2,336 | -3.7% | -$36.28万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $903.47万 | 1.07% | 19,038 | -3,593 | -15.9% | -$170.51万 | 减仓 |
| WM | WASTE MGMT INC DEL | $878.17万 | 1.04% | 38,216 | 751 | 2.0% | $17.26万 | 加仓 |
| IJR | ISHARES TR | $869.24万 | 1.03% | 69,925 | -1,030 | -1.5% | -$12.80万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $866.67万 | 1.03% | 17,632 | 412 | 2.4% | $20.25万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $863.05万 | 1.03% | 32,347 | 335 | 1.0% | $8.94万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $815.88万 | 0.97% | 137,007 | 4,825 | 3.7% | $28.73万 | 加仓 |
| GLW | CORNING INC | $802.41万 | 0.95% | 59,014 | -2,683 | -4.3% | -$36.48万 | 减仓 |
| BX | BLACKSTONE INC | $799.80万 | 0.95% | 69,554 | 7,741 | 12.5% | $89.01万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $796.61万 | 0.95% | 24,356 | 465 | 1.9% | $15.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $793.88万 | 0.94% | 38,370 | -9,747 | -20.3% | -$201.67万 | 减仓 |
| DE | DEERE & CO | $783.89万 | 0.93% | 13,916 | -128 | -0.9% | -$7.21万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $752.30万 | 0.89% | 385,203 | 20,077 | 5.5% | $39.21万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $750.30万 | 0.89% | 364,437 | 19,193 | 5.6% | $39.51万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $747.19万 | 0.89% | 446,909 | 23,575 | 5.6% | $39.42万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $743.87万 | 0.88% | 451,928 | 25,465 | 6.0% | $41.92万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $743.56万 | 0.88% | 364,079 | 18,792 | 5.4% | $38.38万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $743.02万 | 0.88% | 378,608 | 20,414 | 5.7% | $40.06万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $739.66万 | 0.88% | 396,381 | 20,819 | 5.5% | $38.85万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $733.03万 | 0.87% | 37,361 | 141 | 0.4% | $2.77万 | 加仓 |
| SO | SOUTHERN CO | $718.97万 | 0.85% | 74,489 | 2,980 | 4.2% | $28.76万 | 加仓 |
| INTU | INTUIT | $699.46万 | 0.83% | 16,177 | 2,665 | 19.7% | $115.23万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $685.32万 | 0.81% | 25,327 | 2,488 | 10.9% | $67.32万 | 加仓 |
| EPS | WISDOMTREE TR | $678.30万 | 0.81% | 99,590 | 814 | 0.8% | $5.54万 | 加仓 |
| ILCG | ISHARES TR | $671.90万 | 0.80% | 70,370 | 475 | 0.7% | $4.54万 | 加仓 |
| VV | VANGUARD INDEX FDS | $669.67万 | 0.80% | 22,408 | 29 | 0.1% | $8,667 | 加仓 |
| SBUX | STARBUCKS CORP | $663.09万 | 0.79% | 74,014 | 1,163 | 1.6% | $10.42万 | 加仓 |
| CRM | SALESFORCE INC | $654.71万 | 0.78% | 35,073 | 5,832 | 19.9% | $108.87万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $641.82万 | 0.76% | 89,228 | 22,686 | 34.1% | $163.18万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $631.62万 | 0.75% | 9,258 | 129 | 1.4% | $8.80万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $582.62万 | 0.69% | 8,959 | 21 | 0.2% | $1.37万 | 加仓 |
| IEMG | ISHARES INC | $574.26万 | 0.68% | 82,331 | -4,551 | -5.2% | -$31.74万 | 减仓 |
| IEFA | ISHARES TR | $565.72万 | 0.67% | 62,490 | -1,658 | -2.6% | -$15.01万 | 减仓 |
| ORCL | ORACLE CORP | $482.48万 | 0.57% | 32,797 | 6,261 | 23.6% | $92.11万 | 加仓 |
| SYK | STRYKER CORPORATION | $481.88万 | 0.57% | 14,665 | 909 | 6.6% | $29.87万 | 加仓 |
| IVV | ISHARES TR | $471.74万 | 0.56% | 7,222 | -238 | -3.2% | -$15.55万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $469.75万 | 0.56% | 16,713 | 629 | 3.9% | $17.68万 | 加仓 |
| DAL | DELTA AIR LINES INC | $424.85万 | 0.50% | 63,906 | 63,906 | — | $424.85万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $405.51万 | 0.48% | 69,271 | 2,486 | 3.7% | $14.55万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $399.21万 | 0.47% | 50,361 | 1,702 | 3.5% | $13.49万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $395.42万 | 0.47% | 47,785 | 1,321 | 2.8% | $10.93万 | 加仓 |
| RKT | ROCKET COS INC | $386.84万 | 0.46% | 271,464 | 271,464 | — | $386.84万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $374.69万 | 0.45% | 30,517 | 2,196 | 7.8% | $26.96万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $347.49万 | 0.41% | 7,166 | 7,166 | — | $347.49万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $312.25万 | 0.37% | 31,892 | -405 | -1.3% | -$3.97万 | 减仓 |
| IXUS | ISHARES TR | $300.85万 | 0.36% | 34,724 | -658 | -1.9% | -$5.70万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.34% | 4 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $280.03万 | 0.33% | 72,061 | -97 | -0.1% | -$3,769 | 减仓 |
| IVE | ISHARES TR | $226.69万 | 0.27% | 10,736 | 2 | 0.0% | $422 | 加仓 |
| IVW | ISHARES TR | $223.30万 | 0.27% | 19,742 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $194.61万 | 0.23% | 6,784 | 6,784 | — | $194.61万 | 新建仓 |
| TSLA | TESLA INC | $165.65万 | 0.20% | 4,456 | 406 | 10.0% | $15.09万 | 加仓 |
| EMXC | ISHARES INC | $153.88万 | 0.18% | 19,563 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $152.03万 | 0.18% | 3,648 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $112.90万 | 0.13% | 11,220 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $104.92万 | 0.12% | 6,671 | -265 | -3.8% | -$4.17万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $95.03万 | 0.11% | 19,610 | -750 | -3.7% | -$3.63万 | 减仓 |
| EFA | ISHARES TR | $94.10万 | 0.11% | 9,688 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $85.42万 | 0.10% | 14,470 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $83.67万 | 0.10% | 3,452 | 1,376 | 66.3% | $33.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $81.61万 | 0.10% | 2,544 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $80.25万 | 0.10% | 21,208 | 21,208 | — | $80.25万 | 新建仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $72.25万 | 0.09% | 30,545 | 300 | 1.0% | $7,096 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $71.98万 | 0.09% | 30,769 | 300 | 1.0% | $7,019 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $71.66万 | 0.09% | 30,334 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $71.28万 | 0.08% | 30,959 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $71.21万 | 0.08% | 32,644 | 0 | 0.0% | — | 不变 |