MW

Marietta Wealth Management, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$8.4亿

申报季度: 2026-03-31 · 持股只数: 129

Marietta Wealth Management, LLC在最新一期 13F 报告中披露了 129 项持股，申报期为 2026-03-31，总持股市值约为 US$8.4亿，季度换手率为 14.2%。

机构性格雪花图

集中度
6.18
持仓稳定性
14.15
动能／逆势
100
行业集中度
56
多样化
100
仓位均衡度
89.99

近期动向

  • 减仓 GOOGL

    -51.0%　-US$2800.8万

  • 减仓 ADBE

    -90.3%　-US$565.1万

  • 减仓 DIS

    -93.1%　-US$553.6万

  • 减仓 MSFT

    +5.6%　-US$459.9万

  • 加仓 ASML

    -2.8%　US$259.8万

  • 加仓 GLW

    -4.3%　US$262.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技3.92%-0.16%-0.05%
2AAPLApple INC股票-科技3.72%-0.14%+0.49%
3VOVanguard Mid-cap ETFETF-其他2.74%—+1.77%
4GOOGLAlphabet Inc-cl A股票-通信服务2.73%-3.16%-50.97%
5AVGOBroadcom INC股票-科技2.36%-0.18%+0.98%
6MSFTMicrosoft CORP股票-科技2.30%-0.47%+5.59%
7AVEMAvantis Emerging Markets EqETF-新兴市场2.30%+0.12%-1.65%
8VBVanguard Small-cap ETFETF-其他2.23%—+0.38%
9WMTWalmart INC股票-非周期性消费2.19%+0.27%-0.79%
10IHDGWisdomtree International HedETF-其他2.15%—+0.93%
11AMZNAmazon.com INC股票-周期性消费2.03%—+9.25%
12COSTCostco Wholesale CORP股票-非周期性消费1.86%+0.31%+1.18%
13ASMLASML Holding N.V.股票-科技1.86%+0.35%-2.84%
14JPMJpmorgan Chase & Co股票-金融1.77%-0.06%+3.29%
15IJHIshares Core S&p Midcap ETFETF-其他1.77%—-1.48%
16GSGoldman Sachs Group INC股票-金融1.72%-0.03%-0.60%
17AVDEAvantis International EquityETF-其他1.66%—-0.35%
18LLYEli Lilly & Co股票-医疗保健1.54%-0.21%+0.31%
19RTXRtx CORP股票-工业1.51%—-3.01%
20NFLXNetflix INC股票-通信服务1.40%+0.15%+6.40%
21LINLinde plc股票-原材料1.40%+0.17%-4.74%
22HDHome Depot INC股票-周期性消费1.37%—+4.44%
23SLYGSs Spdr S&p 600 Sc Gr ETFETF-其他1.36%—+1.43%
24IMCVIshares Morningstar Mid-capETF-其他1.31%+0.09%+1.63%
25METAMeta Platforms Inc-class A股票-通信服务1.27%-0.11%+3.43%
26VVisa Inc-class A Shares股票-金融1.25%-0.10%+4.15%
27PANWPalo Alto Networks INC股票-科技1.24%-0.07%+6.09%
28BRK-BBerkshire Hathaway Inc-cl B股票-其他1.21%—+1.49%
29BLKBlackrock INC股票-金融1.21%-0.08%+1.76%
30VOTVanguard Mid-cap Growth ETFETF-其他1.16%—+4.74%
31NEENextera Energy INC股票-公用事业1.16%+0.19%+0.38%
32REGNRegeneron Pharmaceuticals股票-医疗保健1.12%—+0.40%
33JNJJohnson & Johnson股票-医疗保健1.12%+0.29%+10.64%
34PEPPepsico INC股票-非周期性消费1.11%—-3.74%
35TPLTexas Pacific Land CORP股票-能源1.07%+0.32%-15.88%
36WMWaste Management INC股票-工业1.04%+0.09%+2.00%
37IJRIshares Core S&p Small-cap EETF-中小型股1.03%—-1.45%
38TMOThermo Fisher Scientific INC股票-医疗保健1.03%-0.12%+2.39%
39LHLabcorp Holdings INC股票-医疗保健1.03%+0.10%+1.05%
40VGITVanguard Intermediate-term TETF-其他0.97%—+3.65%
41GLWCorning INC股票-科技0.95%+0.33%-4.35%
42BXBlackstone INC股票-金融0.95%-0.15%+12.52%
43MARMarriott International -cl A股票-周期性消费0.95%+0.09%+1.95%
44CVXChevron CORP股票-能源0.94%+0.09%-20.26%
45DEDeere & Co股票-工业0.93%+0.17%-0.91%
46BSCQInvesco Bulletshares 2026 CbETF-其他0.89%—+5.50%
47BSCWInvesco Bulletshares 2032 CbETF-其他0.89%—+5.56%
48BSCUInvesco Bulletshares 2030 CbETF-其他0.89%—+5.57%
49BSCVInvesco Bulletshares 2031 CbETF-其他0.88%—+5.97%
50BSCSInvesco Bulletshares 2028 CbETF-其他0.88%—+5.44%
1–50 of 129

本季持股变动

Marietta Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Delta Air Lines INC (DAL); 新建仓: Rocket Cos Inc-class A (RKT); 新建仓: Spotify Technology S.A. (SPOT); 新建仓: Alphabet Inc-cl C (GOOG); 清仓: Fb Financial CORP (FBK).

Marietta Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1ASMLASML Holding N.V.+0.4%-2.84%减仓
2GLWCorning INC+0.3%-4.35%减仓
3TPLTexas Pacific Land CORP+0.3%-15.88%减仓
4COSTCostco Wholesale CORP+0.3%+1.18%加仓
5JNJJohnson & Johnson+0.3%+10.64%加仓
6WMTWalmart INC+0.3%-0.79%减仓
7NEENextera Energy INC+0.2%+0.38%加仓
8DEDeere & Co+0.2%-0.91%减仓
9LINLinde plc+0.2%-4.74%减仓
10NOCNorthrop Grumman CORP+0.2%+1.41%加仓
11NFLXNetflix INC+0.2%+6.40%加仓
12UBERUber Technologies INC+0.1%+34.09%加仓
13SOSouthern Co/the+0.1%+4.17%加仓
14AVEMAvantis Emerging Markets Eq+0.1%-1.65%减仓
15LHLabcorp Holdings INC+0.1%+1.05%加仓
16CBOECboe Global Markets INC+0.1%+3.91%加仓
17CVXChevron CORP+0.1%-20.26%减仓
18MARMarriott International -cl A+0.1%+1.95%加仓
19WMWaste Management INC+0.1%+2.00%加仓
20IMCVIshares Morningstar Mid-cap+0.1%+1.63%加仓
21SBUXStarbucks CORP+0.1%+1.60%加仓
22GSGoldman Sachs Group INC0%-0.60%减仓
23ILCGIshares Morningstar Growth E0%+0.68%加仓
24JPMJpmorgan Chase & Co-0.1%+3.29%加仓
25UNHUnitedhealth Group INC-0.1%+10.89%加仓
26PANWPalo Alto Networks INC-0.1%+6.09%加仓
27BLKBlackrock INC-0.1%+1.76%加仓
28VVisa Inc-class A Shares-0.1%+4.15%加仓
29METAMeta Platforms Inc-class A-0.1%+3.43%加仓
30TMOThermo Fisher Scientific INC-0.1%+2.39%加仓
31CRMSalesforce INC-0.1%+19.94%加仓
32AAPLApple INC-0.1%+0.49%加仓
33BXBlackstone INC-0.2%+12.52%加仓
34NVDANvidia CORP-0.2%-0.05%减仓
35AVGOBroadcom INC-0.2%+0.98%加仓
36LLYEli Lilly & Co-0.2%+0.31%加仓
37INTUIntuit INC-0.2%+19.72%加仓
38MSFTMicrosoft CORP-0.5%+5.59%加仓
39DISWalt Disney Co/the-0.6%-93.11%减仓
40ADBEAdobe INC-0.7%-90.32%减仓
41GOOGLAlphabet Inc-cl A-3.2%-50.97%减仓
42DALDelta Air Lines INC—NEW新建仓
43RKTRocket Cos Inc-class A—NEW新建仓
44SPOTSpotify Technology S.A.—NEW新建仓
45GOOGAlphabet Inc-cl C—NEW新建仓
46FBKFb Financial CORP—EXIT清仓
47EPDEnterprise Products Partners—NEW新建仓
48VZVerizon Communications INC—NEW新建仓
49TGTTarget CORP—NEW新建仓
50BMYBristol-myers Squibb Co—NEW新建仓

FAQ

Marietta Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Marietta Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$8.4亿，分布在 129 个已申报仓位之中。
Marietta Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Marietta Wealth Management, LLC 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$3298.3万 (3.9%) 2. Apple INC (AAPL) — US$3134.1万 (3.7%) 3. Vanguard Mid-cap ETF (VO) — US$2301.6万 (2.7%) 4. Alphabet Inc-cl A (GOOGL) — US$2295.4万 (2.7%) 5. Broadcom INC (AVGO) — US$1989.9万 (2.4%)
Marietta Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Marietta Wealth Management, LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 28 个既有持股、减仓 13 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Delta Air Lines INC (DAL); 新建仓: Rocket Cos Inc-class A (RKT); 新建仓: Spotify Technology S.A. (SPOT); 新建仓: Alphabet Inc-cl C (GOOG); 清仓: Fb Financial CORP (FBK)
Marietta Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Marietta Wealth Management, LLC 的主要板块分布如下： • Information Technology: 34.2% • Financials: 12.5% • Communication Services: 11.9% • Health Care: 11.8% • Consumer Staples: 10.9% • Consumer Discretionary: 9.3%