Mariner, LLC
Overland Park KS · SEC CIK 0001373442
$960.89亿2026Q2 申报市值
3,517持仓数
27.6%前十大占比 · 第一大 5.4%
369 / 494新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 加仓+$4.89亿
JAZZ 加仓+$1.37亿
TJX 加仓+$1.15亿
AGG 加仓+$1.10亿
VEA 加仓+$1.07亿
2026Q2 卖出最多 按季末市值估算
USD 减仓-$3.81亿
GLW 减仓-$1.77亿
HD 减仓-$1.51亿
MSFT 减仓-$1.19亿
IWY 减仓-$1.17亿
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 |
|---|---|---|---|---|---|---|---|---|
| PSI | INVESCO EXCHANGE TRADED FD T | $228.53万 | 0.00% | 12,168 | 2,474 | 25.5% | $46.47万 | 加仓 |
| BMI | BADGER METER INC | $230.27万 | 0.00% | 15,522 | 13,156 | 556.0% | $195.17万 | 重新持有 |
| AGL | AGILON HEALTH INC | $230.59万 | 0.00% | 21,503 | -2,213 | -9.3% | -$23.73万 | 减仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $230.85万 | 0.00% | 63,073 | 1,885 | 3.1% | $6.90万 | 加仓 |
| — | COHEN & STEERS CLOSED-END | $230.90万 | 0.00% | 166,354 | 52 | 0.0% | $722 | 加仓 |
| WKC | WORLD KINECT CORPORATION | $231.07万 | 0.00% | 70,143 | 60,170 | 603.3% | $198.22万 | 加仓 |
| ICFI | ICF INTL INC | $231.19万 | 0.00% | 31,726 | 23,910 | 305.9% | $174.23万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $231.52万 | 0.00% | 16,183 | 2,430 | 17.7% | $34.76万 | 加仓 |
| WD | WALKER & DUNLOP INC | $231.57万 | 0.00% | 42,335 | 20,719 | 95.9% | $113.33万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $231.77万 | 0.00% | 7,949 | 4,287 | 117.1% | $125.00万 | 加仓 |
| — | SPDR INDEX SHS FDS | $231.87万 | 0.00% | 29,017 | -1,114 | -3.7% | -$8.90万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $232.10万 | 0.00% | 36,254 | -9,835 | -21.3% | -$62.96万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $233.37万 | 0.00% | 84,584 | 13,193 | 18.5% | $36.40万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $233.39万 | 0.00% | 30,791 | 30,791 | — | $233.39万 | 新建仓 |
| CNH | CNH INDL N V | $233.46万 | 0.00% | 207,906 | -178,579 | -46.2% | -$200.53万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $234.24万 | 0.00% | 59,197 | -2,938 | -4.7% | -$11.63万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $234.26万 | 0.00% | 23,761 | -272,481 | -92.0% | -$2,686.37万 | 减仓 |
| DTD | WISDOMTREE TR | $234.42万 | 0.00% | 25,140 | 311 | 1.3% | $2.90万 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $234.47万 | 0.00% | 275,533 | -4,653 | -1.7% | -$3.96万 | 减仓 |
| NTCT | NETSCOUT SYS INC | $235.18万 | 0.00% | 54,006 | -8,398 | -13.5% | -$36.57万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $236.41万 | 0.00% | 9,961 | -9,828 | -49.7% | -$233.25万 | 减仓 |
| GH | GUARDANT HEALTH INC | $236.76万 | 0.00% | 15,780 | 7,239 | 84.8% | $108.61万 | 加仓 |
| MTA | METALLA RTY & STREAMING LTD | $237.21万 | 0.00% | 311,703 | -19,552 | -5.9% | -$14.88万 | 减仓 |
| OTTR | OTTER TAIL CORP | $238.17万 | 0.00% | 26,469 | 124 | 0.5% | $1.12万 | 加仓 |
| EZU | ISHARES INC | $238.32万 | 0.00% | 34,290 | -2,213 | -6.1% | -$15.38万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $238.71万 | 0.00% | 32,549 | -53,540 | -62.2% | -$392.65万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $238.86万 | 0.00% | 87,849 | 19,470 | 28.5% | $52.94万 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $238.89万 | 0.00% | 76,838 | -6,036 | -7.3% | -$18.77万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $239.25万 | 0.00% | 30,971 | 1,422 | 4.8% | $10.98万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $239.68万 | 0.00% | 26,065 | -200 | -0.8% | -$1.84万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $239.89万 | 0.00% | 82,693 | -182,546 | -68.8% | -$529.56万 | 减仓 |
| SIXA | EXCHANGE TRADED CONCEPTS TRU | $239.99万 | 0.00% | 42,855 | 540 | 1.3% | $3.02万 | 加仓 |
| WAT | WATERS CORP | $240.02万 | 0.00% | 6,400 | -1,484 | -18.8% | -$55.66万 | 减仓 |
| OKTA | OKTA INC | $240.52万 | 0.00% | 17,626 | 11,557 | 190.4% | $157.70万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $240.65万 | 0.00% | 117,049 | 9,999 | 9.3% | $20.56万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $241.12万 | 0.00% | 186,343 | 18,883 | 11.3% | $24.43万 | 加仓 |
| XME | SPDR SERIES TRUST | $241.27万 | 0.00% | 22,565 | -29,106 | -56.3% | -$311.21万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $241.46万 | 0.00% | 26,873 | -102,901 | -79.3% | -$924.58万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $242.05万 | 0.00% | 523,925 | 49,678 | 10.5% | $22.95万 | 加仓 |
| AIQ | GLOBAL X FDS | $242.25万 | 0.00% | 36,923 | -12,390 | -25.1% | -$81.29万 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $242.89万 | 0.00% | 108,529 | -1,285 | -1.2% | -$2.88万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $243.12万 | 0.00% | 32,921 | 32,921 | — | $243.12万 | 新建仓 |
| BAX | BAXTER INTL INC | $243.16万 | 0.00% | 114,048 | 114,048 | — | $243.16万 | 新建仓 |
| PRK | PARK NATL CORP | $245.20万 | 0.00% | 13,400 | 4,819 | 56.2% | $88.18万 | 加仓 |
| IHE | ISHARES TR | $245.30万 | 0.00% | 24,775 | -147 | -0.6% | -$1.46万 | 减仓 |
| RELX | RELX PLC | $245.48万 | 0.00% | 77,517 | -20,502 | -20.9% | -$64.93万 | 减仓 |
| IBN | ICICI BANK LIMITED | $245.90万 | 0.00% | 84,683 | -19,781 | -18.9% | -$57.44万 | 减仓 |
| AAON | AAON INC | $246.28万 | 0.00% | 19,411 | 19,411 | — | $246.28万 | 新建仓 |
| QYLD | GLOBAL X FDS | $246.99万 | 0.00% | 134,018 | -66,131 | -33.0% | -$121.88万 | 减仓 |
| OLN | OLIN CORP | $248.36万 | 0.00% | 125,257 | 125,257 | — | $248.36万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $248.41万 | 0.00% | 46,285 | 11,805 | 34.2% | $63.36万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $249.19万 | 0.00% | 33,111 | 15,913 | 92.5% | $119.76万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $249.20万 | 0.00% | 51,542 | 14,357 | 38.6% | $69.42万 | 加仓 |
| VOX | VANGUARD WORLD FD | $249.68万 | 0.00% | 13,573 | -5,030 | -27.0% | -$92.53万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $250.20万 | 0.00% | 73,957 | 7,655 | 11.5% | $25.90万 | 加仓 |
| PSO | PEARSON PLC | $251.38万 | 0.00% | 158,202 | 15,870 | 11.1% | $25.22万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $251.57万 | 0.00% | 43,114 | 16,664 | 63.0% | $97.23万 | 加仓 |
| APA | APA CORPORATION | $252.30万 | 0.00% | 77,454 | -18,690 | -19.4% | -$60.88万 | 减仓 |
| MCY | MERCURY GENL CORP NEW | $252.39万 | 0.00% | 23,672 | -1,671 | -6.6% | -$17.82万 | 减仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $252.66万 | 0.00% | 74,442 | 885 | 1.2% | $3.00万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $254.32万 | 0.00% | 39,280 | 8,864 | 29.1% | $57.39万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $254.83万 | 0.00% | 69,286 | -966 | -1.4% | -$3.55万 | 减仓 |
| MZTI | MARZETTI COMPANY | $255.17万 | 0.00% | 22,351 | 9,692 | 76.6% | $110.65万 | 加仓 |
| CAMT | CAMTEK LTD | $255.28万 | 0.00% | 15,650 | -3,543 | -18.5% | -$57.79万 | 减仓 |
| SNA | SNAP ON INC | $255.33万 | 0.00% | 6,345 | 4,549 | 253.3% | $183.05万 | 加仓 |
| FTS | FORTIS INC | $255.94万 | 0.00% | 44,718 | 3,009 | 7.2% | $17.22万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $256.08万 | 0.00% | 15,186 | -4,565 | -23.1% | -$76.98万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $256.09万 | 0.00% | 97,781 | -27,475 | -21.9% | -$71.96万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $256.17万 | 0.00% | 59,756 | 2,111 | 3.7% | $9.05万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $257.31万 | 0.00% | 115,906 | 2,372 | 2.1% | $5.27万 | 加仓 |
| FE | FIRSTENERGY CORP | $257.48万 | 0.00% | 54,159 | -15,986 | -22.8% | -$76.00万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $259.23万 | 0.00% | 57,799 | -3,219 | -5.3% | -$14.44万 | 减仓 |
| CNS | COHEN & STEERS INC | $260.33万 | 0.00% | 34,192 | 17,050 | 99.5% | $129.81万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $260.66万 | 0.00% | 9,847 | -14,025 | -58.8% | -$371.26万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $261.67万 | 0.00% | 9,631 | -5,959 | -38.2% | -$161.90万 | 减仓 |
| EFOR | EVERFORTH INC | $261.87万 | 0.00% | 146,526 | 113,590 | 344.9% | $203.00万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $262.00万 | 0.00% | 129,002 | 29,334 | 29.4% | $59.58万 | 加仓 |
| NNI | NELNET INC | $262.02万 | 0.00% | 19,652 | 14,391 | 273.5% | $191.87万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $262.25万 | 0.00% | 26,579 | 18,262 | 219.6% | $180.19万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $263.13万 | 0.00% | 165,700 | -401,449 | -70.8% | -$637.50万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $264.18万 | 0.00% | 14,970 | 1,340 | 9.8% | $23.65万 | 重新持有 |
| SM | SM ENERGY COMPANY | $264.22万 | 0.00% | 101,234 | 35,847 | 54.8% | $93.56万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $264.49万 | 0.00% | 14,732 | -5,757 | -28.1% | -$103.36万 | 减仓 |
| RMBS | RAMBUS INC DEL | $264.52万 | 0.00% | 19,935 | 660 | 3.4% | $8.76万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $265.37万 | 0.00% | 58,067 | -127,371 | -68.7% | -$582.08万 | 减仓 |
| MRNA | MODERNA INC | $267.00万 | 0.00% | 38,127 | 38,127 | — | $267.00万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $269.33万 | 0.00% | 350,640 | 882 | 0.3% | $6,775 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $270.17万 | 0.00% | 44,881 | 3,856 | 9.4% | $23.21万 | 加仓 |
| FLR | FLUOR CORP | $270.35万 | 0.00% | 51,590 | -26,743 | -34.1% | -$140.14万 | 减仓 |
| RGLD | ROYAL GOLD INC | $270.39万 | 0.00% | 13,545 | -4,431 | -24.6% | -$88.45万 | 减仓 |
| CDW | CDW CORP | $270.85万 | 0.00% | 19,259 | -17,237 | -47.2% | -$242.41万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $270.88万 | 0.00% | 27,923 | -482 | -1.7% | -$4.68万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $271.43万 | 0.00% | 112,438 | -188,141 | -62.6% | -$454.17万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $271.72万 | 0.00% | 52,374 | -7,459 | -12.5% | -$38.70万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $271.85万 | 0.00% | 109,568 | 18,442 | 20.2% | $45.76万 | 加仓 |
| COHU | COHU INC | $272.78万 | 0.00% | 36,912 | 36,912 | — | $272.78万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $273.06万 | 0.00% | 11,893 | -10,514 | -46.9% | -$241.40万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $273.58万 | 0.00% | 122,368 | -99,802 | -44.9% | -$223.13万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $274.03万 | 0.00% | 88,828 | -101,920 | -53.4% | -$314.42万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $274.66万 | 0.00% | 174,746 | 174,746 | — | $274.66万 | 新建仓 |