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 |
|---|---|---|---|---|---|---|---|---|
| NDSN | NORDSON CORP | $667.01万 | 0.01% | 22,108 | -1,089 | -4.7% | -$32.86万 | 减仓 |
| SF | STIFEL FINL CORP | $667.46万 | 0.01% | 95,690 | -132,961 | -58.2% | -$927.43万 | 减仓 |
| VLTO | VERALTO CORP | $672.58万 | 0.01% | 75,844 | -20,132 | -21.0% | -$178.53万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $673.62万 | 0.01% | 769,959 | 303,660 | 65.1% | $265.66万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $675.01万 | 0.01% | 27,815 | -17,043 | -38.0% | -$413.59万 | 减仓 |
| NULV | NUSHARES ETF TR | $675.46万 | 0.01% | 135,118 | -95,828 | -41.5% | -$479.04万 | 减仓 |
| XBI | SPDR SERIES TRUST | $676.04万 | 0.01% | 42,739 | 813 | 1.9% | $12.86万 | 加仓 |
| DUOL | DUOLINGO INC | $676.55万 | 0.01% | 58,815 | 39,644 | 206.8% | $456.03万 | 重新持有 |
| URTH | ISHARES INC | $682.78万 | 0.01% | 33,694 | 27,159 | 415.6% | $550.36万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $682.86万 | 0.01% | 63,357 | -24,944 | -28.2% | -$268.84万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $684.49万 | 0.01% | 90,009 | -82,451 | -47.8% | -$627.01万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $684.56万 | 0.01% | 99,892 | 6,091 | 6.5% | $41.74万 | 加仓 |
| DON | WISDOMTREE TR | $687.45万 | 0.01% | 121,630 | -61,525 | -33.6% | -$347.74万 | 减仓 |
| TRP | TC ENERGY CORP | $687.62万 | 0.01% | 103,723 | -9,169 | -8.1% | -$60.78万 | 减仓 |
| HUM | HUMANA INC | $688.14万 | 0.01% | 17,324 | 11,676 | 206.7% | $463.79万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $688.77万 | 0.01% | 56,322 | 1,936 | 3.6% | $23.68万 | 加仓 |
| SHC | SOTERA HEALTH CO | $689.60万 | 0.01% | 388,522 | 159,162 | 69.4% | $282.50万 | 加仓 |
| TLH | ISHARES TR | $690.82万 | 0.01% | 68,842 | -15,703 | -18.6% | -$157.58万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $691.99万 | 0.01% | 83,967 | 16,160 | 23.8% | $133.18万 | 加仓 |
| ZTS | ZOETIS INC | $696.73万 | 0.01% | 96,951 | -20,891 | -17.7% | -$150.13万 | 减仓 |
| MUSA | MURPHY USA INC | $697.06万 | 0.01% | 12,936 | 3,169 | 32.4% | $170.76万 | 加仓 |
| STIP | ISHARES TR | $699.13万 | 0.01% | 68,435 | 47,004 | 219.3% | $480.19万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $699.36万 | 0.01% | 171,959 | 10,746 | 6.7% | $43.70万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $703.77万 | 0.01% | 84,720 | -108,228 | -56.1% | -$899.05万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $703.83万 | 0.01% | 152,840 | 16,712 | 12.3% | $76.96万 | 加仓 |
| MBB | ISHARES TR | $704.03万 | 0.01% | 74,484 | -151,145 | -67.0% | -$1,428.64万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $704.84万 | 0.01% | 233,622 | -61,459 | -20.8% | -$185.42万 | 减仓 |
| ENFR | ALPS ETF TR | $705.51万 | 0.01% | 185,174 | 195 | 0.1% | $7,430 | 加仓 |
| TM | TOYOTA MOTOR CORP | $707.13万 | 0.01% | 41,973 | -9,075 | -17.8% | -$152.89万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $707.85万 | 0.01% | 29,612 | -5,955 | -16.7% | -$142.35万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $711.53万 | 0.01% | 118,687 | -11,856 | -9.1% | -$71.08万 | 减仓 |
| WRB | BERKLEY W R CORP | $714.71万 | 0.01% | 101,329 | 74,849 | 282.7% | $527.94万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $716.67万 | 0.01% | 284,732 | 284,732 | — | $716.67万 | 新建仓 |
| HLN | HALEON PLC | $719.83万 | 0.01% | 771,516 | 134,729 | 21.2% | $125.70万 | 加仓 |
| USRT | ISHARES TR | $721.17万 | 0.01% | 108,528 | -4,943 | -4.4% | -$32.85万 | 减仓 |
| EES | WISDOMTREE TR | $727.52万 | 0.01% | 107,319 | -16,831 | -13.6% | -$114.10万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $728.02万 | 0.01% | 19,236 | -12,359 | -39.1% | -$467.75万 | 减仓 |
| SAP | SAP SE | $728.75万 | 0.01% | 47,281 | -3,459 | -6.8% | -$53.31万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $729.87万 | 0.01% | 273,871 | -42,007 | -13.3% | -$111.95万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $730.10万 | 0.01% | 48,238 | -24,972 | -34.1% | -$377.96万 | 减仓 |
| VLUE | ISHARES TR | $734.95万 | 0.01% | 36,783 | -4,616 | -11.2% | -$92.23万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $741.85万 | 0.01% | 402,955 | 29,495 | 7.9% | $54.30万 | 加仓 |
| AN | AUTONATION INC | $742.11万 | 0.01% | 39,940 | 16,670 | 71.6% | $309.74万 | 加仓 |
| VIRT | VIRTU FINL INC | $742.70万 | 0.01% | 124,690 | 96,667 | 345.0% | $575.79万 | 加仓 |
| VNO | VORNADO RLTY TR | $746.46万 | 0.01% | 189,935 | 121,720 | 178.4% | $478.37万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $746.78万 | 0.01% | 215,707 | -28,546 | -11.7% | -$98.83万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $747.13万 | 0.01% | 171,321 | -37,081 | -17.8% | -$161.71万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $747.33万 | 0.01% | 22,421 | 18,093 | 418.0% | $603.07万 | 加仓 |
| FISV | FISERV INC | $749.07万 | 0.01% | 152,711 | -152,597 | -50.0% | -$748.51万 | 减仓 |
| NRG | NRG ENERGY INC | $753.13万 | 0.01% | 51,555 | 39,886 | 341.8% | $582.66万 | 加仓 |
| IYE | ISHARES TR | $754.72万 | 0.01% | 133,367 | -6,144 | -4.4% | -$34.77万 | 减仓 |
| COKE | COCA COLA CONS INC | $756.27万 | 0.01% | 39,611 | 5,952 | 17.7% | $113.64万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $756.47万 | 0.01% | 42,124 | 11,009 | 35.4% | $197.70万 | 加仓 |
| GPC | GENUINE PARTS CO | $758.84万 | 0.01% | 64,319 | -20,578 | -24.2% | -$242.78万 | 减仓 |
| NOBL | PROSHARES TR | $759.11万 | 0.01% | 135,169 | -63,659 | -32.0% | -$357.51万 | 减仓 |
| SONY | SONY GROUP CORP | $763.46万 | 0.01% | 380,427 | -18,906 | -4.7% | -$37.94万 | 减仓 |
| BBY | BEST BUY INC | $764.58万 | 0.01% | 100,762 | -120,564 | -54.5% | -$914.84万 | 减仓 |
| DRS | LEONARDO DRS INC | $767.83万 | 0.01% | 179,974 | 62,417 | 53.1% | $266.29万 | 加仓 |
| RHI | ROBERT HALF INC. | $769.45万 | 0.01% | 250,578 | 53,311 | 27.0% | $163.70万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $770.08万 | 0.01% | 80,230 | -7,467 | -8.5% | -$71.67万 | 减仓 |
| NWSA | NEWS CORP NEW | $771.37万 | 0.01% | 310,638 | 144,191 | 86.6% | $358.05万 | 加仓 |
| BCS | BARCLAYS PLC | $774.09万 | 0.01% | 288,194 | 29,702 | 11.5% | $79.78万 | 加仓 |
| MORN | MORNINGSTAR INC | $774.97万 | 0.01% | 49,671 | 33,147 | 200.6% | $517.16万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $776.99万 | 0.01% | 390,640 | 31,132 | 8.7% | $61.92万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $777.91万 | 0.01% | 23,243 | -17,010 | -42.3% | -$569.30万 | 减仓 |
| IGM | ISHARES TR | $778.45万 | 0.01% | 47,588 | -82,726 | -63.5% | -$1,353.23万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $778.98万 | 0.01% | 29,340 | -18,188 | -38.3% | -$482.90万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $779.13万 | 0.01% | 198,530 | -41,704 | -17.4% | -$163.67万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $780.03万 | 0.01% | 187,417 | -640 | -0.3% | -$2.66万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $781.19万 | 0.01% | 89,838 | 83,832 | 1,395.8% | $728.96万 | 加仓 |
| TW | TRADEWEB MKTS INC | $782.02万 | 0.01% | 78,519 | -20,737 | -20.9% | -$206.53万 | 减仓 |
| FLEX | FLEX LTD | $782.59万 | 0.01% | 48,291 | 4,319 | 9.8% | $69.99万 | 加仓 |
| ITA | ISHARES TR | $786.97万 | 0.01% | 32,463 | -57,234 | -63.8% | -$1,387.47万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $787.42万 | 0.01% | 61,479 | -105,798 | -63.2% | -$1,355.05万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $788.04万 | 0.01% | 70,162 | -4,276 | -5.7% | -$48.03万 | 减仓 |
| UNM | UNUM GROUP | $794.23万 | 0.01% | 88,837 | 72,641 | 448.5% | $649.43万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $796.08万 | 0.01% | 591,205 | 367,212 | 163.9% | $494.47万 | 重新持有 |
| VTWO | VANGUARD SCOTTSDALE FDS | $796.72万 | 0.01% | 65,617 | -9,166 | -12.3% | -$111.29万 | 减仓 |
| ECL | ECOLAB INC | $797.50万 | 0.01% | 28,625 | -50,914 | -64.0% | -$1,418.49万 | 减仓 |
| MUNI | PIMCO ETF TR | $799.89万 | 0.01% | 152,071 | 31,045 | 25.7% | $163.30万 | 加仓 |
| ALAB | ASTERA LABS INC | $801.50万 | 0.01% | 16,600 | 9,452 | 132.2% | $456.37万 | 加仓 |
| BWA | BORGWARNER INC | $805.40万 | 0.01% | 121,291 | -77,362 | -38.9% | -$513.70万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $806.10万 | 0.01% | 93,487 | 30,231 | 47.8% | $260.67万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $807.57万 | 0.01% | 187,016 | 86,846 | 86.7% | $375.02万 | 加仓 |
| VFC | V F CORP | $807.63万 | 0.01% | 484,187 | -192,938 | -28.5% | -$321.82万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $812.64万 | 0.01% | 154,143 | -397,759 | -72.1% | -$2,096.99万 | 减仓 |
| AMLP | ALPS ETF TR | $814.38万 | 0.01% | 157,067 | 3,412 | 2.2% | $17.69万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $820.31万 | 0.01% | 43,794 | 43,794 | — | $820.31万 | 新建仓 |
| DHS | WISDOMTREE TR | $825.26万 | 0.01% | 72,592 | -11,515 | -13.7% | -$130.91万 | 减仓 |
| MFC | MANULIFE FINL CORP | $828.87万 | 0.01% | 204,604 | 15,696 | 8.3% | $63.59万 | 加仓 |
| OVV | OVINTIV INC | $829.90万 | 0.01% | 157,625 | -74,004 | -31.9% | -$389.63万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $835.56万 | 0.01% | 199,274 | 3,437 | 1.8% | $14.41万 | 加仓 |
| BE | BLOOM ENERGY CORP | $836.21万 | 0.01% | 27,637 | -13,768 | -33.3% | -$416.58万 | 减仓 |
| EXC | EXELON CORP | $842.41万 | 0.01% | 180,688 | 32,054 | 21.6% | $149.44万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $843.43万 | 0.01% | 28,021 | -1,927 | -6.4% | -$58.00万 | 减仓 |
| DOV | DOVER CORP | $843.43万 | 0.01% | 37,606 | -26,511 | -41.3% | -$594.59万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $844.76万 | 0.01% | 305,365 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $847.02万 | 0.01% | 184,325 | 47,992 | 35.2% | $220.54万 | 加仓 |
| VIS | VANGUARD WORLD FD | $848.11万 | 0.01% | 23,533 | -2,006 | -7.9% | -$72.29万 | 减仓 |
| TIP | ISHARES TR | $849.08万 | 0.01% | 77,591 | -7,323 | -8.6% | -$80.14万 | 减仓 |