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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $42.30万 | 0.09% | 3,404 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $41.44万 | 0.09% | 4,310 | -947 | -18.0% | -$9.11万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $40.89万 | 0.09% | 1,673 | 7 | 0.4% | $1,711 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.59万 | 0.09% | 7,887 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $37.24万 | 0.08% | 1,898 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $36.36万 | 0.08% | 1,993 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $36.06万 | 0.08% | 1,025 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $35.23万 | 0.08% | 1,242 | 73 | 6.2% | $2.07万 | 加仓 |
| COMT | ISHARES U S ETF TR | $35.14万 | 0.08% | 10,392 | -1,996 | -16.1% | -$6.75万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $33.84万 | 0.07% | 5,714 | -872 | -13.2% | -$5.16万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $33.63万 | 0.07% | 3,578 | -96 | -2.6% | -$9,023 | 减仓 |
| AMAT | APPLIED MATLS INC | $33.41万 | 0.07% | 977 | -48 | -4.7% | -$1.64万 | 减仓 |
| V | VISA INC | $30.97万 | 0.07% | 1,025 | 56 | 5.8% | $1.69万 | 加仓 |
| BDC | BELDEN INC | $28.71万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $28.31万 | 0.06% | 3,013 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $27.70万 | 0.06% | 4,877 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $27.48万 | 0.06% | 4,857 | 14 | 0.3% | $792 | 加仓 |
| MUB | ISHARES TR | $27.35万 | 0.06% | 2,577 | 377 | 17.1% | $4.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.98万 | 0.06% | 563 | 563 | — | $26.98万 | 新建仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $26.93万 | 0.06% | 10,672 | 0 | 0.0% | — | 不变 |
| FSTR | FOSTER L B CO | $26.76万 | 0.06% | 9,593 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $26.75万 | 0.06% | 5,457 | 6 | 0.1% | $294 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $25.93万 | 0.06% | 5,252 | 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 |
| PPG | PPG INDS INC | $25.54万 | 0.06% | 2,390 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $25.14万 | 0.06% | 345 | -32 | -8.5% | -$2.33万 | 减仓 |
| NOW | SERVICENOW INC | $23.33万 | 0.05% | 2,231 | -1,124 | -33.5% | -$11.75万 | 减仓 |
| MRK | MERCK & CO INC | $23.27万 | 0.05% | 1,934 | 0 | 0.0% | — | 不变 |
| IDVO | AMPLIFY ETF TR | $23.22万 | 0.05% | 5,737 | 5,737 | — | $23.22万 | 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 |
| PEP | PEPSICO INC | $22.74万 | 0.05% | 1,464 | 1,464 | — | $22.74万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $22.20万 | 0.05% | 3,086 | 617 | 25.0% | $4.44万 | 加仓 |
| SPGI | S&P GLOBAL INC | $21.95万 | 0.05% | 516 | 68 | 15.2% | $2.89万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND 看涨期权 | $21.81万 | 0.05% | 1,100 | 1,100 | — | $21.81万 | 新建仓 |
| COHR | COHERENT CORP | $21.75万 | 0.05% | 913 | 913 | — | $21.75万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.72万 | 0.05% | 661 | 661 | — | $21.72万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $21.61万 | 0.05% | 4,505 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $21.49万 | 0.05% | 2,014 | 2,014 | — | $21.49万 | 新建仓 |
| IWR | ISHARES TR | $21.27万 | 0.05% | 2,188 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.05万 | 0.05% | 2,600 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $20.92万 | 0.05% | 4,329 | -105 | -2.4% | -$5,074 | 减仓 |
| SBUX | STARBUCKS CORP | $20.91万 | 0.05% | 2,334 | 4 | 0.2% | $358 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $20.49万 | 0.05% | 3,266 | 347 | 11.9% | $2.18万 | 加仓 |
| INTC | INTEL CORP | $20.34万 | 0.05% | 4,610 | 0 | 0.0% | — | 不变 |
| USO | UNITED STS OIL FD LP 看跌期权 | $6.36万 | 0.01% | 500 | 500 | — | $6.36万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $1.60万 | 0.00% | 100 | 100 | — | $1.60万 | 新建仓 |
| 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 |