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
VCIT VANGUARD SCOTTSDALE FDS $4,320.64万8.79%522,764 39,2378.1% $324.29万 加仓
IEFA ISHARES TR $3,319.53万6.75%343,708 4,7291.4% $45.67万 加仓
IEMG ISHARES INC $2,163.94万4.40%261,219 -15,341-5.5% -$127.09万 减仓
VOT VANGUARD INDEX FDS $1,923.03万3.91%62,783 2,4054.0% $73.66万 加仓
DON WISDOMTREE TR $1,795.58万3.65%317,689 17,7185.9% $100.14万 加仓
MLPB UBS AG LONDON BRANCH $1,723.36万3.51%598,326 -4,037-0.7% -$11.63万 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $1,705.25万3.47%1,073,833 -35,976-3.2% -$57.13万 减仓
VWOB VANGUARD WHITEHALL FDS $1,379.08万2.81%205,098 4,3152.1% $29.01万 加仓
VGIT VANGUARD SCOTTSDALE FDS $1,198.12万2.44%203,139 28,02516.0% $165.29万 加仓
AAPL APPLE INC $1,183.85万2.41%40,913 1,6054.1% $46.44万 加仓
VBK VANGUARD INDEX FDS $1,180.15万2.40%32,271 -333-1.0% -$12.18万 减仓
IWN ISHARES TR $1,139.43万2.32%51,511 -569-1.1% -$12.59万 减仓
VCSH VANGUARD SCOTTSDALE FDS $1,048.58万2.13%132,681 -22,499-14.5% -$177.81万 减仓
PRF INVESCO EXCHANGE TRADED FD T $929.02万1.89%171,946 9850.6% $5.32万 加仓
SPYG SPDR SERIES TRUST $906.88万1.85%76,215 -46-0.1% -$5,474 减仓
VMBS VANGUARD SCOTTSDALE FDS $821.93万1.67%175,588 13,0738.0% $61.19万 加仓
HYLB DBX ETF TR $718.13万1.46%196,640 7,8804.2% $28.78万 加仓
ADI ANALOG DEVICES INC $712.69万1.45%17,944 -1,441-7.4% -$57.23万 减仓
VGT VANGUARD WORLD FD $706.97万1.44%59,151 -1,785-2.9% -$21.33万 减仓
FPE FIRST TR EXCH TRADED FD III $699.03万1.42%390,957 13,1903.5% $23.58万 加仓
VCLT VANGUARD SCOTTSDALE FDS $662.58万1.35%88,051 2,6423.1% $19.88万 加仓
GOOGL ALPHABET INC $649.66万1.32%18,179 -1,388-7.1% -$49.60万 减仓
MSFT MICROSOFT CORP $634.08万1.29%16,999 2881.7% $10.74万 加仓
SGOV ISHARES TR $517.23万1.05%51,378 2,7435.6% $27.61万 加仓
JPM JPMORGAN CHASE & CO $508.67万1.03%15,540 3382.2% $11.06万 加仓
VGSH VANGUARD SCOTTSDALE FDS $491.92万1.00%84,523 -11,698-12.2% -$68.08万 减仓
LLY ELI LILLY & CO $451.07万0.92%3,761 1002.7% $11.99万 加仓
META META PLATFORMS INC $431.93万0.88%7,668 1832.4% $10.31万 加仓
AMZN AMAZON COM INC $412.88万0.84%17,323 4782.8% $11.39万 加仓
NVDA NVIDIA CORPORATION $380.88万0.77%19,035 -1,085-5.4% -$21.71万 减仓
IBB ISHARES TR $374.84万0.76%19,709 -432-2.1% -$8.22万 减仓
CRM SALESFORCE INC $352.21万0.72%22,482 3,88220.9% $60.82万 加仓
XLV SELECT SECTOR SPDR TR $335.58万0.68%21,151 4932.4% $7.82万 加仓
MA MASTERCARD INCORPORATED $333.24万0.68%6,488 3555.8% $18.23万 加仓
XLC SELECT SECTOR SPDR TR $331.84万0.68%30,976 3371.1% $3.61万 加仓
XLY SELECT SECTOR SPDR TR $321.24万0.65%27,391 2841.0% $3.33万 加仓
PWR QUANTA SVCS INC $310.78万0.63%4,316 -465-9.7% -$33.48万 减仓
TJX TJX COS INC NEW $306.53万0.62%20,233 -126-0.6% -$1.91万 减仓
DGX QUEST DIAGNOSTICS INC $304.99万0.62%14,390 4473.2% $9.47万 加仓
AKRE PROFESIONALLY MANAGED PORTFO $287.39万0.58%54,031 -727-1.3% -$3.87万 减仓
ACN ACCENTURE PLC IRELAND $286.31万0.58%23,008 4,66525.4% $58.05万 加仓
SBUX STARBUCKS CORP $286.18万0.58%28,005 25,6711,099.9% $262.33万 加仓
HD HOME DEPOT INC $278.05万0.57%7,884 4395.9% $15.48万 加仓
BLK BLACKROCK INC $273.17万0.56%2,841 1334.9% $12.79万 加仓
CBOE CBOE GLOBAL MKTS INC $266.35万0.54%10,976 -75-0.7% -$1.82万 减仓
COST COSTCO WHOLESALE CORPORATION $258.66万0.53%2,765 1144.3% $10.66万 加仓
BX BLACKSTONE INC $257.01万0.52%21,842 9774.7% $11.50万 加仓
MCK MCKESSON CORP $255.17万0.52%3,377 2638.4% $19.87万 加仓
DE DEERE & CO $241.81万0.49%3,812 -30-0.8% -$1.90万 减仓
PSX PHILLIPS 66 $224.88万0.46%13,302 -423-3.1% -$7.15万 减仓
KO COCA COLA CO $221.39万0.45%27,241 9433.6% $7.66万 加仓
XLI SELECT SECTOR SPDR TR $218.90万0.45%11,818 -123-1.0% -$2.28万 减仓
TMUS T-MOBILE US INC $216.73万0.44%12,921 1,41612.3% $23.75万 加仓
PG PROCTER & GAMBLE CO $214.12万0.44%14,602 8946.5% $13.11万 加仓
XLE SELECT SECTOR SPDR TR $207.11万0.42%38,996 -471-1.2% -$2.50万 减仓
EOG EOG RES INC $198.97万0.40%15,337 840.6% $1.09万 加仓
CAT CATERPILLAR INC $196.68万0.40%1,847 30.2% $3,195 加仓
GOOG ALPHABET INC $190.21万0.39%5,383 -553-9.3% -$19.54万 减仓
FLXS FLEXSTEEL INDS INC $190.11万0.39%25,525 -8,600-25.2% -$64.05万 减仓
UNP UNION PAC CORP $186.94万0.38%6,873 801.2% $2.18万 加仓
VDC VANGUARD WORLD FD $185.19万0.38%8,213 1912.4% $4.31万 加仓
AVGO BROADCOM INC $181.98万0.37%4,817 -444-8.4% -$16.77万 减仓
ORCL ORACLE CORP $181.89万0.37%12,411 -290-2.3% -$4.25万 减仓
COP CONOCOPHILLIPS $180.62万0.37%17,374 -63-0.4% -$6,549 减仓
NEE NEXTERA ENERGY INC $179.02万0.36%20,397 -142-0.7% -$1.25万 减仓
PNC PNC FINL SVCS GROUP INC $177.61万0.36%7,213 -116-1.6% -$2.86万 减仓
LIN LINDE PLC $170.49万0.35%3,285 -3-0.1% -$1,557 减仓
VGLT VANGUARD SCOTTSDALE FDS $168.16万0.34%30,475 1,1153.8% $6.15万 加仓
VMC VULCAN MATLS CO $163.59万0.33%5,545 -50-0.9% -$1.48万 减仓
UPS UNITED PARCEL SVCS INC $160.67万0.33%14,946 -2,949-16.5% -$31.70万 减仓
IGLD FIRST TR EXCHANGE-TRADED FD $160.66万0.33%76,289 2,5163.4% $5.30万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $154.60万0.31%30,521 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $151.21万0.31%11,053 4544.3% $6.21万 加仓
NOC NORTHROP GRUMMAN CORP $149.01万0.30%2,926 802.8% $4.07万 加仓
BIL SPDR SERIES TRUST $148.63万0.30%16,219 1,65111.3% $15.13万 加仓
IVV ISHARES TR $143.41万0.29%1,915 -84-4.2% -$6.29万 减仓
EQIX EQUINIX INC $141.07万0.29%1,353 -3-0.2% -$3,128 减仓
VUG VANGUARD INDEX FDS $136.50万0.28%15,846 -408-2.5% -$3.51万 减仓
SPY STATE STR SPDR S&P 500 ETF T $132.73万0.27%1,777 -8-0.4% -$5,975 减仓
AMT AMERICAN TOWER CORP $115.37万0.23%7,053 3084.6% $5.04万 加仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $112.02万0.23%1,500 1,500— $112.02万 新建仓
ANET ARISTA NETWORKS INC $106.34万0.22%6,260 -214-3.3% -$3.64万 减仓
JMST J P MORGAN EXCHANGE TRADED F $103.66万0.21%20,326 3,61821.7% $18.45万 加仓
VBR VANGUARD INDEX FDS $103.54万0.21%4,261 00.0% — 不变
PANW PALO ALTO NETWORKS INC $97.09万0.20%2,847 612.2% $2.08万 加仓
DKS DICKS SPORTING GOODS INC $94.76万0.19%4,178 1,79575.3% $40.71万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $86.79万0.18%15,366 -922-5.7% -$5.21万 减仓
— EXXON MOBIL CORP $84.17万0.17%6,156 -459-6.9% -$6.28万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $83.45万0.17%1,187 736.6% $5.13万 加仓
AOA ISHARES TR $82.51万0.17%8,454 3724.6% $3.63万 加仓
AMAT APPLIED MATLS INC $73.13万0.15%1,011 343.5% $2.46万 加仓
BND VANGUARD BD INDEX FDS $70.11万0.14%9,551 4555.0% $3.34万 加仓
SPIB SPDR SERIES TRUST $67.89万0.14%20,290 7363.8% $2.46万 加仓
CEG CONSTELLATION ENERGY CORP $65.02万0.13%2,618 1646.7% $4.07万 加仓
INTC INTEL CORP $64.37万0.13%4,610 00.0% — 不变
VO VANGUARD INDEX FDS $59.20万0.12%7,348 00.0% — 不变
HEDJ WISDOMTREE TR $58.32万0.12%10,232 00.0% — 不变
EFA ISHARES TR $54.63万0.11%5,259 -266-4.8% -$2.76万 减仓
CSX CSX CORP $53.90万0.11%11,340 00.0% — 不变
KNG FIRST TR EXCHANGE-TRADED FD $52.79万0.11%10,454 2622.6% $1.32万 加仓