13FBOX
Marion Wealth Management · 13F 持仓分析
期权收益计算器 机构排行

Marion Wealth Management

No.4282 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.91亿
环比变动 Q1 2026
+$4,021.1万+8.9%
持仓股票数
156
新买入
19
加仓
72
减仓
45
清仓
6
持股不变
20
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
V先锋领航斯科茨代尔基金VCIT
8.79%8.87%$4,320.6万52.3万股$4,001.2万48.4万股+3.9万股+8.11%加仓
IiShares安硕信托IEFA
6.75%6.8%$3,319.5万34.4万股$3,068.8万33.9万股+4,729股+1.40%加仓
IiShares安硕IEMG
4.4%4.27%$2,163.9万26.1万股$1,929.0万27.7万股-1.5万股-5.55%减仓
V先锋领航指数基金VOT
3.91%3.44%$1,923.0万6.3万股$1,553.8万6.0万股+2,405股+3.98%加仓
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
3.65%3.49%$1,795.6万31.8万股$1,576.0万30.0万股+1.8万股+5.91%加仓
UUBS LONDON BRANCHMLPB
3.51%3.88%$1,723.4万59.8万股$1,748.7万60.2万股-4,037股-0.67%减仓
I景顺·ACTVELY MNGD ETC FDPDBC
3.47%4.26%$1,705.2万107.4万股$1,922.2万111.0万股-3.6万股-3.24%减仓
VVANGUARD EMERGINGVWOB
2.81%2.92%$1,379.1万20.5万股$1,318.9万20.1万股+4,315股+2.15%加仓
V先锋领航斯科茨代尔基金VGIT
2.44%2.31%$1,198.1万20.3万股$1,042.8万17.5万股+2.8万股+16.00%加仓
苹果AAPL
2.41%2.21%$1,183.8万4.1万股$997.6万3.9万股+1,605股+4.08%加仓
V先锋领航指数基金VBK
2.4%2.18%$1,180.2万3.2万股$985.5万3.3万股-333股-1.02%减仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
2.32%2.19%$1,139.4万5.2万股$987.4万5.2万股-569股-1.09%减仓
V先锋领航斯科茨代尔基金BSV
2.13%2.73%$1,048.6万13.3万股$1,230.1万15.5万股-2.2万股-14.50%减仓
I景顺·RAFI US 1000 ETFPRF
1.89%1.8%$929.0万17.2万股$812.6万17.1万股+985股+0.58%加仓
SSPDR道富系列信托SPYG
1.85%1.65%$906.9万7.6万股$746.7万7.6万股-46股-0.06%减仓
V先锋领航斯科茨代尔基金VMBS
1.67%1.69%$821.9万17.6万股$763.0万16.3万股+1.3万股+8.04%加仓
STAG INDUSTRIALSTAG
1.46%1.51%$718.1万19.7万股$682.6万18.9万股+7,880股+4.17%加仓
ANALOG DEVICES COMADI
1.45%1.37%$712.7万1.8万股$616.7万1.9万股-1,441股-7.43%减仓
V先锋领航全球基金VGT
1.44%1.18%$707.0万5.9万股$531.4万7,617股+5.2万股+676.57%加仓
F第一信托交易所交易基金IIIFPE
1.42%1.49%$699.0万39.1万股$670.5万37.8万股+1.3万股+3.49%加仓
VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT
1.35%1.41%$662.6万8.8万股$638.2万8.5万股+2,642股+3.09%加仓
谷歌AGOOGL
1.32%1.25%$649.7万1.8万股$562.7万2.0万股-1,388股-7.09%减仓
微软MSFT
1.29%1.37%$634.1万1.7万股$618.6万1.7万股+288股+1.72%加仓
IiShares安硕信托SGOV
1.05%1.08%$517.2万5.1万股$489.6万4.9万股+2,743股+5.64%加仓
摩根大通JPM
1.03%0.99%$508.7万1.6万股$447.2万1.5万股+338股+2.22%加仓
V先锋领航斯科茨代尔基金VGSH
1%1.25%$491.9万8.5万股$563.3万9.6万股-1.2万股-12.16%减仓
礼来LLY
0.92%0.75%$451.1万3,761股$336.7万3,661股+100股+2.73%加仓
Meta平台META
0.88%0.95%$431.9万7,668股$428.2万7,485股+183股+2.44%加仓
亚马逊AMZN
0.84%0.78%$412.9万1.7万股$350.8万1.7万股+478股+2.84%加仓
英伟达NVDA
0.77%0.78%$380.9万1.9万股$350.9万2.0万股-1,085股-5.39%减仓
IiShares安硕·BIOTECHNOLOGYIBB
0.76%0.75%$374.8万2.0万股$340.1万2.0万股-432股-2.14%减仓
赛富时CRM
0.72%0.77%$352.2万2.2万股$347.2万1.9万股+3,882股+20.87%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.68%0.67%$335.6万2.1万股$302.9万2.1万股+493股+2.39%加仓
万事达MA
0.68%0.68%$333.2万6,488股$306.4万6,133股+355股+5.79%加仓
SSPDR行业精选信托XLY
0.68%0.75%$331.8万3.1万股$339.7万3.1万股+337股+1.10%加仓
SSPDR行业精选信托XLY
0.65%0.65%$321.2万2.7万股$295.4万2.7万股+284股+1.05%加仓
QUANTA SVCSPWR
0.63%0.58%$310.8万4,316股$262.5万4,781股-465股-9.73%减仓
TJXTJX
0.62%0.72%$306.5万2.0万股$325.1万2.0万股-126股-0.62%减仓
奎斯特诊断DGX
0.62%0.61%$305.0万1.4万股$273.3万1.4万股+447股+3.21%加仓
PPROFESIONALLY MANAGED PORTFOAKRE
0.58%0.64%$287.4万5.4万股$289.4万5.5万股-727股-1.33%减仓
埃森哲ACN
0.58%0.85%$286.3万2.3万股$385.5万1.9万股+3,565股+18.34%加仓
星巴克SBUX
0.58%0.05%$286.2万2.8万股$20.9万2,334股+2.6万股+1,099.87%加仓
家得宝HD
0.57%0.54%$278.1万7,884股$244.8万7,445股+439股+5.90%加仓
贝莱德·INC COMBLK
0.56%0.58%$273.2万2,841股$260.4万2,708股+133股+4.91%加仓
芝加哥期权交易所CBOE
0.54%0.69%$266.4万1.1万股$310.6万1.1万股-75股-0.68%减仓
好市多COST
0.53%0.59%$258.7万2,765股$264.1万2,651股+114股+4.30%加仓
黑石集团BX
0.52%0.53%$257.0万2.2万股$239.9万2.1万股+977股+4.68%加仓
MCKESSON COMMCK
0.52%0.6%$255.2万3,377股$269.5万3,114股+263股+8.45%加仓
SSPDR标普500 ETFSPY
0.5%0.26%$244.7万3,277股$116.1万1,785股+1,492股+83.59%加仓
迪尔DE
0.49%0.48%$241.8万3,812股$216.4万3,842股-30股-0.78%减仓

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