Marion Wealth Management
MONROEVILLE PA · SEC CIK 0001911097
$4.91亿2026Q2 申报市值
159持仓数
42.1%前十大占比 · 第一大 8.8%
17 / 8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
VCIT 加仓+$324.29万
SBUX 加仓+$262.33万
VGIT 加仓+$165.29万
DON 加仓+$100.14万
VOT 加仓+$73.66万
2026Q2 卖出最多 按季末市值估算
VCSH 减仓-$177.81万
IEMG 减仓-$127.09万
VGSH 减仓-$68.08万
FLXS 减仓-$64.05万
ADI 减仓-$57.23万
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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | $170.49万 | 0.35% | 3,285 | -3 | -0.1% | -$1,557 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $177.61万 | 0.36% | 7,213 | -116 | -1.6% | -$2.86万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $179.02万 | 0.36% | 20,397 | -142 | -0.7% | -$1.25万 | 减仓 |
| COP | CONOCOPHILLIPS | $180.62万 | 0.37% | 17,374 | -63 | -0.4% | -$6,549 | 减仓 |
| ORCL | ORACLE CORP | $181.89万 | 0.37% | 12,411 | -290 | -2.3% | -$4.25万 | 减仓 |
| AVGO | BROADCOM INC | $181.98万 | 0.37% | 4,817 | -444 | -8.4% | -$16.77万 | 减仓 |
| VDC | VANGUARD WORLD FD | $185.19万 | 0.38% | 8,213 | 191 | 2.4% | $4.31万 | 加仓 |
| UNP | UNION PAC CORP | $186.94万 | 0.38% | 6,873 | 80 | 1.2% | $2.18万 | 加仓 |
| FLXS | FLEXSTEEL INDS INC | $190.11万 | 0.39% | 25,525 | -8,600 | -25.2% | -$64.05万 | 减仓 |
| GOOG | ALPHABET INC | $190.21万 | 0.39% | 5,383 | -553 | -9.3% | -$19.54万 | 减仓 |
| CAT | CATERPILLAR INC | $196.68万 | 0.40% | 1,847 | 3 | 0.2% | $3,195 | 加仓 |
| EOG | EOG RES INC | $198.97万 | 0.40% | 15,337 | 84 | 0.6% | $1.09万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $207.11万 | 0.42% | 38,996 | -471 | -1.2% | -$2.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $214.12万 | 0.44% | 14,602 | 894 | 6.5% | $13.11万 | 加仓 |
| TMUS | T-MOBILE US INC | $216.73万 | 0.44% | 12,921 | 1,416 | 12.3% | $23.75万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $218.90万 | 0.45% | 11,818 | -123 | -1.0% | -$2.28万 | 减仓 |
| KO | COCA COLA CO | $221.39万 | 0.45% | 27,241 | 943 | 3.6% | $7.66万 | 加仓 |
| PSX | PHILLIPS 66 | $224.88万 | 0.46% | 13,302 | -423 | -3.1% | -$7.15万 | 减仓 |
| DE | DEERE & CO | $241.81万 | 0.49% | 3,812 | -30 | -0.8% | -$1.90万 | 减仓 |
| MCK | MCKESSON CORP | $255.17万 | 0.52% | 3,377 | 263 | 8.4% | $19.87万 | 加仓 |
| BX | BLACKSTONE INC | $257.01万 | 0.52% | 21,842 | 977 | 4.7% | $11.50万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $258.66万 | 0.53% | 2,765 | 114 | 4.3% | $10.66万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $266.35万 | 0.54% | 10,976 | -75 | -0.7% | -$1.82万 | 减仓 |
| BLK | BLACKROCK INC | $273.17万 | 0.56% | 2,841 | 133 | 4.9% | $12.79万 | 加仓 |
| HD | HOME DEPOT INC | $278.05万 | 0.57% | 7,884 | 439 | 5.9% | $15.48万 | 加仓 |
| SBUX | STARBUCKS CORP | $286.18万 | 0.58% | 28,005 | 25,671 | 1,099.9% | $262.33万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $286.31万 | 0.58% | 23,008 | 4,665 | 25.4% | $58.05万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $287.39万 | 0.58% | 54,031 | -727 | -1.3% | -$3.87万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $304.99万 | 0.62% | 14,390 | 447 | 3.2% | $9.47万 | 加仓 |
| TJX | TJX COS INC NEW | $306.53万 | 0.62% | 20,233 | -126 | -0.6% | -$1.91万 | 减仓 |
| PWR | QUANTA SVCS INC | $310.78万 | 0.63% | 4,316 | -465 | -9.7% | -$33.48万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $321.24万 | 0.65% | 27,391 | 284 | 1.0% | $3.33万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $331.84万 | 0.68% | 30,976 | 337 | 1.1% | $3.61万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $333.24万 | 0.68% | 6,488 | 355 | 5.8% | $18.23万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $335.58万 | 0.68% | 21,151 | 493 | 2.4% | $7.82万 | 加仓 |
| CRM | SALESFORCE INC | $352.21万 | 0.72% | 22,482 | 3,882 | 20.9% | $60.82万 | 加仓 |
| IBB | ISHARES TR | $374.84万 | 0.76% | 19,709 | -432 | -2.1% | -$8.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $380.88万 | 0.77% | 19,035 | -1,085 | -5.4% | -$21.71万 | 减仓 |
| AMZN | AMAZON COM INC | $412.88万 | 0.84% | 17,323 | 478 | 2.8% | $11.39万 | 加仓 |
| META | META PLATFORMS INC | $431.93万 | 0.88% | 7,668 | 183 | 2.4% | $10.31万 | 加仓 |
| LLY | ELI LILLY & CO | $451.07万 | 0.92% | 3,761 | 100 | 2.7% | $11.99万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $491.92万 | 1.00% | 84,523 | -11,698 | -12.2% | -$68.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $508.67万 | 1.03% | 15,540 | 338 | 2.2% | $11.06万 | 加仓 |
| SGOV | ISHARES TR | $517.23万 | 1.05% | 51,378 | 2,743 | 5.6% | $27.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $634.08万 | 1.29% | 16,999 | 288 | 1.7% | $10.74万 | 加仓 |
| GOOGL | ALPHABET INC | $649.66万 | 1.32% | 18,179 | -1,388 | -7.1% | -$49.60万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $662.58万 | 1.35% | 88,051 | 2,642 | 3.1% | $19.88万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $699.03万 | 1.42% | 390,957 | 13,190 | 3.5% | $23.58万 | 加仓 |
| VGT | VANGUARD WORLD FD | $706.97万 | 1.44% | 59,151 | -1,785 | -2.9% | -$21.33万 | 减仓 |
| ADI | ANALOG DEVICES INC | $712.69万 | 1.45% | 17,944 | -1,441 | -7.4% | -$57.23万 | 减仓 |
| HYLB | DBX ETF TR | $718.13万 | 1.46% | 196,640 | 7,880 | 4.2% | $28.78万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $821.93万 | 1.67% | 175,588 | 13,073 | 8.0% | $61.19万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $906.88万 | 1.85% | 76,215 | -46 | -0.1% | -$5,474 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $929.02万 | 1.89% | 171,946 | 985 | 0.6% | $5.32万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,048.58万 | 2.13% | 132,681 | -22,499 | -14.5% | -$177.81万 | 减仓 |
| IWN | ISHARES TR | $1,139.43万 | 2.32% | 51,511 | -569 | -1.1% | -$12.59万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,180.15万 | 2.40% | 32,271 | -333 | -1.0% | -$12.18万 | 减仓 |
| AAPL | APPLE INC | $1,183.85万 | 2.41% | 40,913 | 1,605 | 4.1% | $46.44万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,198.12万 | 2.44% | 203,139 | 28,025 | 16.0% | $165.29万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,379.08万 | 2.81% | 205,098 | 4,315 | 2.1% | $29.01万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1,705.25万 | 3.47% | 1,073,833 | -35,976 | -3.2% | -$57.13万 | 减仓 |
| MLPB | UBS AG LONDON BRANCH | $1,723.36万 | 3.51% | 598,326 | -4,037 | -0.7% | -$11.63万 | 减仓 |
| DON | WISDOMTREE TR | $1,795.58万 | 3.65% | 317,689 | 17,718 | 5.9% | $100.14万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,923.03万 | 3.91% | 62,783 | 2,405 | 4.0% | $73.66万 | 加仓 |
| IEMG | ISHARES INC | $2,163.94万 | 4.40% | 261,219 | -15,341 | -5.5% | -$127.09万 | 减仓 |
| IEFA | ISHARES TR | $3,319.53万 | 6.75% | 343,708 | 4,729 | 1.4% | $45.67万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,320.64万 | 8.79% | 522,764 | 39,237 | 8.1% | $324.29万 | 加仓 |