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 |
|---|---|---|---|---|---|---|---|---|
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -514 | -100.0% | -$31.52万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -1,345 | -100.0% | -$25.77万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FELC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -6,338 | -100.0% | -$24.27万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -5,120 | -100.0% | -$20.93万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $1.60万 | 0.00% | 100 | 100 | — | $1.60万 | 新建仓 |
| USO | UNITED STS OIL FD LP 看跌期权 | $6.36万 | 0.01% | 500 | 500 | — | $6.36万 | 新建仓 |
| INTC | INTEL CORP | $20.34万 | 0.05% | 4,610 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $20.49万 | 0.05% | 3,266 | 347 | 11.9% | $2.18万 | 加仓 |
| SBUX | STARBUCKS CORP | $20.91万 | 0.05% | 2,334 | 4 | 0.2% | $358 | 加仓 |
| SPSM | SPDR SERIES TRUST | $20.92万 | 0.05% | 4,329 | -105 | -2.4% | -$5,074 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.05万 | 0.05% | 2,600 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $21.27万 | 0.05% | 2,188 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $21.49万 | 0.05% | 2,014 | 2,014 | — | $21.49万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $21.61万 | 0.05% | 4,505 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $21.72万 | 0.05% | 661 | 661 | — | $21.72万 | 新建仓 |
| COHR | COHERENT CORP | $21.75万 | 0.05% | 913 | 913 | — | $21.75万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND 看涨期权 | $21.81万 | 0.05% | 1,100 | 1,100 | — | $21.81万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $21.95万 | 0.05% | 516 | 68 | 15.2% | $2.89万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $22.20万 | 0.05% | 3,086 | 617 | 25.0% | $4.44万 | 加仓 |
| PEP | PEPSICO INC | $22.74万 | 0.05% | 1,464 | 1,464 | — | $22.74万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $23.06万 | 0.05% | 9,615 | -528 | -5.2% | -$1.27万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $23.22万 | 0.05% | 5,737 | 5,737 | — | $23.22万 | 新建仓 |
| MRK | MERCK & CO INC | $23.27万 | 0.05% | 1,934 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $23.33万 | 0.05% | 2,231 | -1,124 | -33.5% | -$11.75万 | 减仓 |
| URI | UNITED RENTALS INC | $25.14万 | 0.06% | 345 | -32 | -8.5% | -$2.33万 | 减仓 |
| PPG | PPG INDS INC | $25.54万 | 0.06% | 2,390 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $25.82万 | 0.06% | 1,123 | 67 | 6.3% | $1.54万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $25.93万 | 0.06% | 5,252 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $26.75万 | 0.06% | 5,457 | 6 | 0.1% | $294 | 加仓 |
| FSTR | FOSTER L B CO | $26.76万 | 0.06% | 9,593 | 0 | 0.0% | — | 不变 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $26.93万 | 0.06% | 10,672 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.98万 | 0.06% | 563 | 563 | — | $26.98万 | 新建仓 |
| MUB | ISHARES TR | $27.35万 | 0.06% | 2,577 | 377 | 17.1% | $4.00万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $27.48万 | 0.06% | 4,857 | 14 | 0.3% | $792 | 加仓 |
| EEM | ISHARES TR | $27.70万 | 0.06% | 4,877 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $28.31万 | 0.06% | 3,013 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $28.71万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $30.97万 | 0.07% | 1,025 | 56 | 5.8% | $1.69万 | 加仓 |
| AMAT | APPLIED MATLS INC | $33.41万 | 0.07% | 977 | -48 | -4.7% | -$1.64万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $33.63万 | 0.07% | 3,578 | -96 | -2.6% | -$9,023 | 减仓 |
| SPMD | SPDR SERIES TRUST | $33.84万 | 0.07% | 5,714 | -872 | -13.2% | -$5.16万 | 减仓 |
| COMT | ISHARES U S ETF TR | $35.14万 | 0.08% | 10,392 | -1,996 | -16.1% | -$6.75万 | 减仓 |
| GE | GE AEROSPACE | $35.23万 | 0.08% | 1,242 | 73 | 6.2% | $2.07万 | 加仓 |
| AMGN | AMGEN INC | $36.06万 | 0.08% | 1,025 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $36.36万 | 0.08% | 1,993 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $37.24万 | 0.08% | 1,898 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $39.59万 | 0.09% | 7,887 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.89万 | 0.09% | 1,673 | 7 | 0.4% | $1,711 | 加仓 |
| NFLX | NETFLIX INC. | $41.44万 | 0.09% | 4,310 | -947 | -18.0% | -$9.11万 | 减仓 |
| WMT | WALMART INC | $42.30万 | 0.09% | 3,404 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $44.37万 | 0.10% | 4,967 | 43 | 0.9% | $3,841 | 加仓 |
| USO | UNITED STS OIL FD LP 看涨期权 | $44.54万 | 0.10% | 3,500 | 3,500 | — | $44.54万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $44.67万 | 0.10% | 2,786 | 1,263 | 82.9% | $20.25万 | 加仓 |
| CSX | CSX CORP | $46.55万 | 0.10% | 11,340 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $46.61万 | 0.10% | 8,395 | -822 | -8.9% | -$4.56万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $47.25万 | 0.10% | 2,383 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $48.60万 | 0.11% | 16,163 | 3 | 0.0% | $90 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $49.65万 | 0.11% | 10,192 | 158 | 1.6% | $7,696 | 加仓 |
| VO | VANGUARD INDEX FDS | $52.76万 | 0.12% | 1,837 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $53.51万 | 0.12% | 10,232 | 212 | 2.1% | $1.11万 | 加仓 |
| EFA | ISHARES TR | $53.66万 | 0.12% | 5,525 | -261 | -4.5% | -$2.54万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $65.58万 | 0.15% | 19,554 | -2,803 | -12.5% | -$9.40万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $66.99万 | 0.15% | 9,096 | -699 | -7.1% | -$5.15万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $68.52万 | 0.15% | 2,454 | 207 | 9.2% | $5.78万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $68.73万 | 0.15% | 1,114 | 3 | 0.3% | $1,851 | 加仓 |
| AOA | ISHARES TR | $71.52万 | 0.16% | 8,082 | 400 | 5.2% | $3.54万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $79.49万 | 0.18% | 6,474 | 4,869 | 303.4% | $59.78万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $85.18万 | 0.19% | 16,708 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $92.32万 | 0.20% | 16,288 | -910 | -5.3% | -$5.16万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $92.57万 | 0.21% | 4,261 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $112.23万 | 0.25% | 6,615 | 172 | 2.7% | $2.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $116.09万 | 0.26% | 1,785 | 17 | 1.0% | $1.11万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $116.41万 | 0.26% | 6,745 | 504 | 8.1% | $8.70万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $118.33万 | 0.26% | 2,709 | -24 | -0.9% | -$1.05万 | 减仓 |
| IVV | ISHARES TR | $130.58万 | 0.29% | 1,999 | -69 | -3.3% | -$4.51万 | 减仓 |
| CAT | CATERPILLAR INC | $130.67万 | 0.29% | 1,844 | 2 | 0.1% | $1,417 | 加仓 |
| EQIX | EQUINIX INC | $132.95万 | 0.29% | 1,356 | 35 | 2.6% | $3.43万 | 加仓 |
| BIL | SPDR SERIES TRUST | $133.50万 | 0.30% | 14,568 | 9,838 | 208.0% | $90.16万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $138.93万 | 0.31% | 10,599 | 409 | 4.0% | $5.36万 | 加仓 |
| VMC | VULCAN MATLS CO | $152.36万 | 0.34% | 5,595 | -206 | -3.6% | -$5.61万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $152.51万 | 0.34% | 7,329 | -96 | -1.3% | -$2.00万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $152.57万 | 0.34% | 30,521 | 2,661 | 9.6% | $13.30万 | 加仓 |
| FLXS | FLEXSTEEL INDS INC | $153.36万 | 0.34% | 34,125 | -400 | -1.2% | -$1.80万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $162.52万 | 0.36% | 29,360 | 2,365 | 8.8% | $13.09万 | 加仓 |
| AVGO | BROADCOM INC | $162.83万 | 0.36% | 5,261 | 1,501 | 39.9% | $46.46万 | 加仓 |
| LIN | LINDE PLC | $163.02万 | 0.36% | 3,288 | 54 | 1.7% | $2.68万 | 加仓 |
| UNP | UNION PAC CORP | $164.81万 | 0.37% | 6,793 | 216 | 3.3% | $5.24万 | 加仓 |
| GOOG | ALPHABET INC | $170.27万 | 0.38% | 5,936 | 956 | 19.2% | $27.42万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $176.05万 | 0.39% | 17,895 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $180.17万 | 0.40% | 8,022 | 202 | 2.6% | $4.54万 | 加仓 |
| ORCL | ORACLE CORP | $186.85万 | 0.41% | 12,701 | 58 | 0.5% | $8,532 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $188.34万 | 0.42% | 73,773 | -2,279 | -3.0% | -$5.82万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $190.77万 | 0.42% | 20,539 | -562 | -2.7% | -$5.22万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $193.13万 | 0.43% | 11,941 | -221 | -1.8% | -$3.57万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $194.13万 | 0.43% | 2,846 | -197 | -6.5% | -$13.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $198.00万 | 0.44% | 13,708 | 1,064 | 8.4% | $15.37万 | 加仓 |