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Marietta Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Marietta Wealth Management, LLC

No.2845 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.71亿
环比变动 Q1 2026
+$1.29亿+15.4%
持仓股票数
133
新买入
8
加仓
72
减仓
29
清仓
4
持股不变
24
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
谷歌AGOOGL
5.77%2.73%$5,599.4万15.7万股$2,295.4万8.0万股+7.7万股+96.29%加仓
英伟达NVDA
3.87%3.92%$3,756.6万18.8万股$3,298.3万18.9万股-1,379股-0.73%减仓
苹果AAPL
3.66%3.72%$3,555.8万12.3万股$3,134.1万12.3万股-606股-0.49%减仓
V先锋领航·MIDVO
2.73%2.74%$2,645.4万32.8万股$2,301.6万8.0万股+24.8万股+309.69%加仓
博通AVGO
2.48%2.36%$2,408.4万6.4万股$1,989.9万6.4万股-537股-0.84%减仓
A美国世纪ETF信托AVEM
2.38%2.3%$2,306.7万23.9万股$1,937.1万24.0万股-1,327股-0.55%减仓
阿斯麦ASML
2.3%1.86%$2,232.7万1.1万股$1,561.6万1.2万股-600股-5.07%减仓
V先锋领航指数基金VB
2.26%2.23%$2,193.3万7.2万股$1,878.8万7.2万股+628股+0.88%加仓
PALO ALTOPANW
2.21%1.24%$2,147.2万6.3万股$1,046.3万6.5万股-2,298股-3.52%减仓
微软MSFT
2.11%2.3%$2,047.0万5.5万股$1,937.9万5.2万股+2,527股+4.83%加仓
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
2.1%2.15%$2,039.8万38.9万股$1,809.2万37.6万股+1.4万股+3.64%加仓
亚马逊AMZN
2.05%2.03%$1,986.3万8.3万股$1,705.7万8.2万股+1,437股+1.75%加仓
礼来LLY
1.77%1.54%$1,720.1万1.4万股$1,299.0万1.4万股+218股+1.54%加仓
高盛GS
1.76%1.72%$1,712.3万1.7万股$1,450.7万1.7万股-218股-1.27%减仓
沃尔玛WMT
1.73%2.19%$1,682.7万14.9万股$1,841.4万14.8万股+400股+0.27%加仓
摩根大通JPM
1.73%1.77%$1,677.4万5.1万股$1,493.1万5.1万股+489股+0.96%加仓
IiShares安硕·COREIJH
1.73%1.77%$1,676.9万21.7万股$1,488.3万22.0万股-2,913股-1.32%减仓
AVANTIS INTLNGG
1.56%1.66%$1,518.0万17.0万股$1,397.2万16.5万股+5,498股+3.34%加仓
好市多COST
1.54%1.86%$1,491.3万1.6万股$1,565.4万1.6万股+232股+1.48%加仓
S道富SLYG
1.48%1.36%$1,436.6万12.1万股$1,142.4万11.8万股+2,352股+1.99%加仓
康宁GLW
1.42%0.95%$1,379.6万5.4万股$802.4万5.9万股-5,004股-8.48%减仓
家得宝HD
1.35%1.37%$1,310.6万3.7万股$1,149.9万3.5万股+2,198股+6.29%加仓
雷神技术RTX
1.3%1.51%$1,262.9万6.7万股$1,274.0万6.6万股+517股+0.78%加仓
林德LIN
1.28%1.4%$1,247.0万2.4万股$1,176.8万2.4万股+293股+1.23%加仓
IiShares安硕信托IMCV
1.28%1.31%$1,242.3万13.6万股$1,104.3万13.0万股+5,704股+4.38%加仓
V先锋领航指数基金VOT
1.27%1.16%$1,231.3万4.0万股$974.7万3.8万股+2,327股+6.14%加仓
VisaV
1.26%1.25%$1,227.7万3.6万股$1,049.6万3.5万股+1,058股+3.05%加仓
Meta平台META
1.16%1.27%$1,121.9万2.0万股$1,067.5万1.9万股+1,258股+6.74%加仓
伯克希尔哈撒韦BRK.B
1.13%1.21%$1,095.1万2.2万股$1,020.4万2.1万股+591股+2.78%加仓
联合健康UNH
1.12%0.81%$1,087.8万2.6万股$685.3万2.5万股+846股+3.34%加仓
贝莱德·INC COMBLK
1.06%1.21%$1,028.7万1.1万股$1,016.3万1.1万股+130股+1.23%加仓
IiShares安硕·COREIJR
1.04%1.03%$1,010.5万6.8万股$869.2万7.0万股-1,790股-2.56%减仓
强生JNJ
1.03%1.12%$1,004.3万4.0万股$939.8万3.8万股+1,097股+2.85%加仓
N新纪元能源NEE
0.97%1.16%$941.8万10.7万股$974.0万10.5万股+2,438股+2.32%加仓
艺康ECL
0.97%1.03%$939.3万3.4万股$863.1万3.2万股+1,200股+3.71%加仓
T赛默飞世尔TMO
0.96%1.03%$931.9万1.9万股$866.7万1.8万股+956股+5.42%加仓
NETFLIXNFLX
0.94%1.4%$915.3万12.8万股$1,180.3万12.3万股+5,432股+4.42%加仓
万豪MAR
0.94%0.95%$912.8万2.5万股$796.6万2.4万股+276股+1.13%加仓
WASTE MGMT DELWM
0.92%1.04%$891.6万4.0万股$878.2万3.8万股+1,786股+4.67%加仓
迪尔DE
0.91%0.93%$883.6万1.4万股$783.9万1.4万股+14股+0.10%加仓
V先锋领航斯科茨代尔基金VGIT
0.91%0.97%$881.4万14.9万股$815.9万13.7万股+1.2万股+9.08%加仓
黑石集团BX
0.9%0.95%$869.7万7.4万股$799.8万7.0万股+4,358股+6.27%加仓
TTEXAS PACIFIC LAND CORPORATITPL
0.87%1.07%$847.8万1.9万股$903.5万1.9万股+334股+1.75%加仓
百事可乐PEP
0.86%1.11%$835.0万6.2万股$933.2万6.0万股+1,574股+2.62%加仓
IiShares安硕信托ILCG
0.84%0.8%$819.3万7.0万股$671.9万7.0万股-355股-0.50%减仓
V先锋领航指数基金VTV
0.84%0.87%$815.6万3.7万股$733.0万3.7万股+64股+0.17%加仓
再生元REGN
0.81%1.12%$791.0万1.3万股$943.3万1.2万股+477股+3.91%加仓
I景顺自营指数基金BSCW
0.81%0.89%$785.7万38.3万股$750.3万36.4万股+1.9万股+5.11%加仓
I景顺自营指数基金BSCU
0.81%0.89%$782.4万47.0万股$747.2万44.7万股+2.3万股+5.18%加仓
I景顺自营指数基金BSCV
0.8%0.88%$780.5万47.6万股$743.9万45.2万股+2.4万股+5.40%加仓

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