Marion Wealth Management
MONROEVILLE PA · SEC CIK 0001911097
$4.51亿2026Q1 申报市值
146持仓数
43.0%前十大占比 · 第一大 8.9%
10 / 4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
VCIT 加仓+$737.86万
VGIT 加仓+$413.54万
VMBS 加仓+$149.94万
VOT 加仓+$121.47万
DON 加仓+$114.16万
2026Q1 卖出最多 按季末市值估算
VCSH 减仓-$648.58万
VGSH 减仓-$198.12万
IEMG 减仓-$195.83万
PRF 减仓-$117.74万
VBK 减仓-$61.30万
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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $200.00万 | 0.44% | 26,298 | 1,463 | 5.9% | $11.13万 | 加仓 |
| DE | DEERE & CO | $216.44万 | 0.48% | 3,842 | -68 | -1.7% | -$3.83万 | 减仓 |
| EOG | EOG RES INC | $220.52万 | 0.49% | 15,253 | 789 | 5.5% | $11.41万 | 加仓 |
| COP | CONOCOPHILLIPS | $230.17万 | 0.51% | 17,437 | 79 | 0.5% | $1.04万 | 加仓 |
| BX | BLACKSTONE INC | $239.93万 | 0.53% | 20,865 | 4,506 | 27.5% | $51.82万 | 加仓 |
| TMUS | T-MOBILE US INC | $241.64万 | 0.54% | 11,505 | 1,177 | 11.4% | $24.72万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $241.78万 | 0.54% | 39,467 | -352 | -0.9% | -$2.16万 | 减仓 |
| HD | HOME DEPOT INC | $244.85万 | 0.54% | 7,445 | 495 | 7.1% | $16.28万 | 加仓 |
| PSX | PHILLIPS 66 | $250.04万 | 0.55% | 13,725 | -734 | -5.1% | -$13.37万 | 减仓 |
| BLK | BLACKROCK INC | $260.41万 | 0.58% | 2,708 | 233 | 9.4% | $22.41万 | 加仓 |
| PWR | QUANTA SVCS INC | $262.49万 | 0.58% | 4,781 | -842 | -15.0% | -$46.23万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $264.14万 | 0.59% | 2,651 | 95 | 3.7% | $9.47万 | 加仓 |
| MCK | MCKESSON CORP | $269.48万 | 0.60% | 3,114 | -111 | -3.4% | -$9.61万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $273.25万 | 0.61% | 13,943 | 443 | 3.3% | $8.68万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $289.40万 | 0.64% | 54,758 | -3,388 | -5.8% | -$17.91万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $295.42万 | 0.65% | 27,107 | 887 | 3.4% | $9.67万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $302.87万 | 0.67% | 20,658 | 149 | 0.7% | $2.18万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $306.44万 | 0.68% | 6,133 | 541 | 9.7% | $27.03万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $310.60万 | 0.69% | 11,051 | 187 | 1.7% | $5.26万 | 加仓 |
| TJX | TJX COS INC NEW | $325.14万 | 0.72% | 20,359 | -486 | -2.3% | -$7.76万 | 减仓 |
| LLY | ELI LILLY & CO | $336.69万 | 0.75% | 3,661 | 100 | 2.8% | $9.20万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $339.67万 | 0.75% | 30,639 | 431 | 1.4% | $4.78万 | 加仓 |
| IBB | ISHARES TR | $340.08万 | 0.75% | 20,141 | -912 | -4.3% | -$15.40万 | 减仓 |
| CRM | SALESFORCE INC | $347.21万 | 0.77% | 18,600 | 4,540 | 32.3% | $84.75万 | 加仓 |
| AMZN | AMAZON COM INC | $350.83万 | 0.78% | 16,845 | 1,085 | 6.9% | $22.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $350.89万 | 0.78% | 20,120 | -306 | -1.5% | -$5.34万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $363.72万 | 0.81% | 18,343 | 3,637 | 24.7% | $72.12万 | 加仓 |
| META | META PLATFORMS INC | $428.24万 | 0.95% | 7,485 | 535 | 7.7% | $30.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $447.17万 | 0.99% | 15,202 | 1,364 | 9.9% | $40.12万 | 加仓 |
| SGOV | ISHARES TR | $489.56万 | 1.08% | 48,635 | 3,377 | 7.5% | $33.99万 | 加仓 |
| VGT | VANGUARD WORLD FD | $531.42万 | 1.18% | 7,617 | 43 | 0.6% | $3.00万 | 加仓 |
| GOOGL | ALPHABET INC | $562.68万 | 1.25% | 19,567 | -572 | -2.8% | -$16.45万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $563.28万 | 1.25% | 96,221 | -33,844 | -26.0% | -$198.12万 | 减仓 |
| ADI | ANALOG DEVICES INC | $616.71万 | 1.37% | 19,385 | -1,869 | -8.8% | -$59.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $618.59万 | 1.37% | 16,711 | 1,297 | 8.4% | $48.01万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $638.17万 | 1.41% | 85,409 | 6,131 | 7.7% | $45.81万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $670.54万 | 1.49% | 377,767 | 17,192 | 4.8% | $30.52万 | 加仓 |
| HYLB | DBX ETF TR | $682.56万 | 1.51% | 188,760 | 9,871 | 5.5% | $35.69万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $746.67万 | 1.65% | 76,261 | -4,574 | -5.7% | -$44.78万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $763.01万 | 1.69% | 162,515 | 31,937 | 24.5% | $149.94万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $812.58万 | 1.80% | 170,961 | -24,772 | -12.7% | -$117.74万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $985.45万 | 2.18% | 32,604 | -2,028 | -5.9% | -$61.30万 | 减仓 |
| IWN | ISHARES TR | $987.38万 | 2.19% | 52,080 | -716 | -1.4% | -$13.57万 | 减仓 |
| AAPL | APPLE INC | $997.61万 | 2.21% | 39,308 | 1,789 | 4.8% | $45.40万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,042.80万 | 2.31% | 175,114 | 69,444 | 65.7% | $413.54万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,230.11万 | 2.73% | 155,180 | -81,819 | -34.5% | -$648.58万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,318.94万 | 2.92% | 200,783 | 655 | 0.3% | $4.30万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,553.83万 | 3.44% | 60,378 | 4,720 | 8.5% | $121.47万 | 加仓 |
| DON | WISDOMTREE TR | $1,576.05万 | 3.49% | 299,971 | 21,728 | 7.8% | $114.16万 | 加仓 |
| MLPB | UBS AG LONDON BRANCH | $1,748.73万 | 3.88% | 602,363 | -5,204 | -0.9% | -$15.11万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1,922.19万 | 4.26% | 1,109,809 | -12,323 | -1.1% | -$21.34万 | 减仓 |
| IEMG | ISHARES INC | $1,929.01万 | 4.27% | 276,560 | -28,076 | -9.2% | -$195.83万 | 减仓 |
| IEFA | ISHARES TR | $3,068.78万 | 6.80% | 338,979 | -5,958 | -1.7% | -$53.94万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,001.19万 | 8.87% | 483,527 | 89,167 | 22.6% | $737.86万 | 加仓 |