Marion Wealth Management 13F 持仓 · 2026年Q2
Marion Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 156 只证券，申报市值合计 4.91 亿美元。前几大持仓：VCIT（8.79%）、IEFA（6.75%）、IEMG（4.40%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $43.2M | 8.79% | 522,764 | 增持 |
| 2 | IEFA | ISHARES TR | $33.2M | 6.75% | 343,708 | 增持 |
| 3 | IEMG | ISHARES INC | $21.6M | 4.40% | 261,219 | 减持 |
| 4 | VOT | VANGUARD INDEX FDS | $19.2M | 3.91% | 62,783 | 增持 |
| 5 | DON | WISDOMTREE TR | $18.0M | 3.65% | 317,689 | 增持 |
| 6 | MLPB | UBS AG LONDON BRANCH | $17.2M | 3.51% | 598,326 | 减持 |
| 7 | PDBC | INVESCO ACTVELY MNGD ETC FD | $17.1M | 3.47% | 1.1M | 减持 |
| 8 | VWOB | VANGUARD WHITEHALL FDS | $13.8M | 2.81% | 205,098 | 增持 |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $12.0M | 2.44% | 203,139 | 增持 |
| 10 | AAPL | APPLE INC | $11.8M | 2.41% | 40,913 | 增持 |
| 11 | VBK | VANGUARD INDEX FDS | $11.8M | 2.40% | 32,271 | 减持 |
| 12 | IWN | ISHARES TR | $11.4M | 2.32% | 51,511 | 减持 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $10.5M | 2.13% | 132,681 | 减持 |
| 14 | PRF | INVESCO EXCHANGE TRADED FD T | $9.3M | 1.89% | 171,946 | 增持 |
| 15 | SPYG | SPDR SERIES TRUST | $9.1M | 1.85% | 76,215 | 减持 |
| 16 | VMBS | VANGUARD SCOTTSDALE FDS | $8.2M | 1.67% | 175,588 | 增持 |
| 17 | HYLB | DBX ETF TR | $7.2M | 1.46% | 196,640 | 增持 |
| 18 | ADI | ANALOG DEVICES INC | $7.1M | 1.45% | 17,944 | 减持 |
| 19 | VGT | VANGUARD WORLD FD | $7.1M | 1.44% | 59,151 | 增持 |
| 20 | FPE | FIRST TR EXCH TRADED FD III | $7.0M | 1.42% | 390,957 | 增持 |
| 21 | VCLT | VANGUARD SCOTTSDALE FDS | $6.6M | 1.35% | 88,051 | 增持 |
| 22 | GOOGL | ALPHABET INC | $6.5M | 1.32% | 18,179 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $6.3M | 1.29% | 16,999 | 增持 |
| 24 | SGOV | ISHARES TR | $5.2M | 1.05% | 51,378 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO | $5.1M | 1.03% | 15,540 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR