13F 机构持仓

Marion Wealth Management

MONROEVILLE PA · SEC CIK 0001911097

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.91亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VCIT 8.8%
IEFA 6.8%
IEMG 4.4%
VOT 3.9%
DON 3.7%
MLPB 3.5%
PDBC 3.5%
VWOB 2.8%
VGIT 2.4%
AAPL 2.4%

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
GE GE AEROSPACE $51.65万0.11%1,382 14011.3% $5.23万 加仓
SPSB SPDR SERIES TRUST $48.52万0.10%16,167 40.0% $120 加仓
DLN WISDOMTREE TR $47.84万0.10%4,967 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $43.71万0.09%7,112 -1,283-15.3% -$7.89万 减仓
FSTR FOSTER L B CO $43.33万0.09%9,593 00.0% — 不变
JNJ JOHNSON & JOHNSON $42.69万0.09%1,681 80.5% $2,032 加仓
SNOW SNOWFLAKE INC $41.79万0.09%1,642 1,642— $41.79万 新建仓
URI UNITED RENTALS INC $41.48万0.08%366 216.1% $2.38万 加仓
GEV GE VERNOVA INC $41.14万0.08%350 350— $41.14万 新建仓
COF CAPITAL ONE FINL CORP $39.98万0.08%1,993 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $39.50万0.08%680 680— $39.50万 新建仓
WMT WALMART INC $38.55万0.08%3,404 00.0% — 不变
SPMD SPDR SERIES TRUST $38.36万0.08%5,678 -36-0.6% -$2,432 减仓
VTV VANGUARD INDEX FDS $38.29万0.08%1,757 -141-7.4% -$3.07万 减仓
V VISA INC $37.95万0.08%1,106 817.9% $2.78万 加仓
AMGN AMGEN INC $37.12万0.08%1,025 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $36.69万0.07%8,665 7789.9% $3.29万 加仓
EEM ISHARES TR $33.23万0.07%4,858 -19-0.4% -$1,300 减仓
IDVO AMPLIFY ETF TR $33.00万0.07%7,857 2,12037.0% $8.90万 加仓
COHR COHERENT CORP $31.32万0.06%794 -119-13.0% -$4.69万 减仓
COMT ISHARES U S ETF TR $30.02万0.06%9,886 -506-4.9% -$1.54万 减仓
BDC BELDEN INC $29.98万0.06%2,500 00.0% — 不变
SPYV SPDR SERIES TRUST $29.64万0.06%4,875 180.4% $1,094 加仓
HOOD ROBINHOOD MKTS INC $29.32万0.06%2,924 2,924— $29.32万 新建仓
PPG PPG INDS INC $28.99万0.06%2,390 00.0% — 不变
WM WASTE MGMT INC DEL $28.77万0.06%1,291 16815.0% $3.74万 加仓
GD GENERAL DYNAMICS CORP $28.52万0.06%805 805— $28.52万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $28.17万0.06%563 00.0% — 不变
XLF SELECT SECTOR SPDR TR $28.16万0.06%5,252 00.0% — 不变
FTNT FORTINET INC $27.81万0.06%1,810 -676-27.2% -$10.38万 重新持有
MUB ISHARES TR $27.73万0.06%2,577 00.0% — 不变
QCOM QUALCOMM INC $27.72万0.06%1,500 -67-4.3% -$1.24万 重新持有
DXCM DEXCOM INC $27.60万0.06%4,098 4,098— $27.60万 新建仓
SUB ISHARES TR $27.32万0.06%2,566 2,566— $27.32万 新建仓
CGIB CAPITAL GRP FIXED INCM ETF T $27.25万0.06%10,672 00.0% — 不变
UBER UBER TECHNOLOGIES INC $26.87万0.05%3,724 63820.7% $4.60万 加仓
NTAP NETAPP INC $26.71万0.05%1,726 1,726— $26.71万 新建仓
HIMU BLACKROCK ETF TRUST II $26.32万0.05%5,286 78117.3% $3.89万 加仓
EXC EXELON CORP $25.47万0.05%5,463 60.1% $280 加仓
SPGI S&P GLOBAL INC $25.38万0.05%623 10720.7% $4.36万 加仓
NYT NEW YORK TIMES CO MTN BE $24.45万0.05%3,494 3,494— $24.45万 新建仓
QQQ INVESCO QQQ TR $24.38万0.05%331 00.0% — 重新持有
SPSM SPDR SERIES TRUST $24.23万0.05%4,201 -128-3.0% -$7,382 减仓
NFLX NETFLIX INC. $23.63万0.05%3,310 -1,000-23.2% -$7.14万 减仓
VRP INVESCO EXCH TRADED FD TR II $23.37万0.05%9,615 00.0% — 不变
ETN EATON CORP PLC $23.31万0.05%547 547— $23.31万 新建仓
NFG NATIONAL FUEL GAS CO $23.26万0.05%3,013 00.0% — 不变
MU MICRON TECHNOLOGY INC $22.16万0.05%192 192— $22.16万 新建仓
IWR ISHARES TR $21.39万0.04%1,939 -249-11.4% -$2.75万 减仓
FXE INVESCO CURRENCYSHARES EURO $21.24万0.04%2,014 00.0% — 不变
CVS CVS HEALTH CORP $21.16万0.04%2,045 2,045— $21.16万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $21.10万0.04%2,600 00.0% — 不变
SDY SPDR SERIES TRUST $20.86万0.04%1,371 -128-8.5% -$1.95万 重新持有
TSM TAIWAN SEMICONDUCTOR MANUFAC $20.54万0.04%430 430— $20.54万 新建仓
NOW SERVICENOW INC $20.53万0.04%2,068 -163-7.3% -$1.62万 减仓
— PUTNAM ETF TRUST $20.12万0.04%22,753 22,753— $20.12万 新建仓
ANET ARISTA NETWORKS INC 看跌期权 $16.99万0.03%1,000 1,000— $16.99万 新建仓
TRLV TRULIEVE CANNABIS CORP $9.83万0.02%10,000 10,000— $9.83万 新建仓
PANW PALO ALTO NETWORKS INC 看涨期权 $3.41万0.01%100 00.0% — 不变
USO UNITED STS OIL FD LP 看涨期权 $00.00%0 -3,500-100.0% -$44.54万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -3,578-100.0% -$33.63万 清仓
MRK MERCK & CO INC $00.00%0 -1,934-100.0% -$23.27万 清仓
PEP PEPSICO INC $00.00%0 -1,464-100.0% -$22.74万 清仓
ACN ACCENTURE PLC IRELAND 看涨期权 $00.00%0 -1,100-100.0% -$21.81万 清仓
SYK STRYKER CORPORATION $00.00%0 -661-100.0% -$21.72万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -3,266-100.0% -$20.49万 清仓
USO UNITED STS OIL FD LP 看跌期权 $00.00%0 -500-100.0% -$6.36万 清仓