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 |
|---|---|---|---|---|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. | $1,340.98万 | 0.01% | 48,567 | 16,237 | 50.2% | $448.32万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1,343.11万 | 0.01% | 108,798 | 12,927 | 13.5% | $159.58万 | 加仓 |
| THO | THOR INDS INC | $1,343.21万 | 0.01% | 178,736 | 68,594 | 62.3% | $515.49万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,344.14万 | 0.01% | 252,705 | -121,327 | -32.4% | -$645.34万 | 减仓 |
| VTR | VENTAS INC | $1,353.63万 | 0.01% | 152,432 | -46,183 | -23.3% | -$410.12万 | 减仓 |
| BN | BROOKFIELD CORP | $1,354.15万 | 0.01% | 317,954 | -16,632 | -5.0% | -$70.84万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1,357.84万 | 0.01% | 17,085 | 418 | 2.5% | $33.22万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,360.49万 | 0.01% | 76,656 | -11,374 | -12.9% | -$201.87万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $1,366.22万 | 0.01% | 359,029 | -94,664 | -20.9% | -$360.23万 | 减仓 |
| KMX | CARMAX INC | $1,370.16万 | 0.01% | 259,057 | -97,618 | -27.4% | -$516.31万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,370.50万 | 0.01% | 151,503 | -34,963 | -18.8% | -$316.28万 | 减仓 |
| INCY | INCYTE CORP | $1,383.01万 | 0.01% | 121,988 | 897 | 0.7% | $10.17万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $1,383.35万 | 0.01% | 90,168 | 4,899 | 5.7% | $75.16万 | 加仓 |
| S | SENTINELONE INC | $1,390.40万 | 0.01% | 819,373 | 273,487 | 50.1% | $464.08万 | 加仓 |
| MHK | MOHAWK INDS INC | $1,397.17万 | 0.01% | 115,170 | -2,631 | -2.2% | -$31.92万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $1,398.59万 | 0.01% | 714,658 | -340,396 | -32.3% | -$666.16万 | 减仓 |
| AFL | AFLAC INC | $1,401.53万 | 0.01% | 119,535 | 26,007 | 27.8% | $304.93万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,402.01万 | 0.01% | 72,560 | 11,948 | 19.7% | $230.86万 | 加仓 |
| MOS | MOSAIC CO | $1,407.97万 | 0.01% | 664,233 | 348,005 | 110.0% | $737.67万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1,410.70万 | 0.01% | 181,158 | 49,501 | 37.6% | $385.47万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $1,411.59万 | 0.01% | 52,799 | -9,797 | -15.7% | -$261.92万 | 减仓 |
| ARMK | ARAMARK | $1,444.20万 | 0.02% | 253,825 | -28,800 | -10.2% | -$163.86万 | 减仓 |
| XYL | XYLEM INC | $1,447.67万 | 0.02% | 122,476 | 13,054 | 11.9% | $154.30万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1,452.24万 | 0.02% | 274,718 | 206,075 | 300.2% | $1,089.37万 | 加仓 |
| CUBE | CUBESMART | $1,463.20万 | 0.02% | 367,862 | 321,404 | 691.8% | $1,278.41万 | 加仓 |
| TXT | TEXTRON INC | $1,475.83万 | 0.02% | 160,886 | -43,098 | -21.1% | -$395.34万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,479.24万 | 0.02% | 142,289 | -136,378 | -48.9% | -$1,417.79万 | 减仓 |
| EAGG | ISHARES TR | $1,483.94万 | 0.02% | 313,001 | -21,104 | -6.3% | -$100.05万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,485.34万 | 0.02% | 219,884 | -84,534 | -27.8% | -$571.04万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1,494.06万 | 0.02% | 272,397 | 154,702 | 131.4% | $848.52万 | 加仓 |
| BP | BP PLC | $1,495.98万 | 0.02% | 404,839 | 9,366 | 2.4% | $34.61万 | 加仓 |
| QLD | PROSHARES TR | $1,496.75万 | 0.02% | 154,687 | -38,393 | -19.9% | -$371.49万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,497.48万 | 0.02% | 44,288 | 17,506 | 65.4% | $591.92万 | 加仓 |
| EFX | EQUIFAX INC | $1,508.26万 | 0.02% | 95,027 | 12,860 | 15.7% | $204.11万 | 加仓 |
| SAN | BANCO SANTANDER SA | $1,510.09万 | 0.02% | 1,094,390 | -18,435 | -1.7% | -$25.44万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $1,516.57万 | 0.02% | 305,084 | -3,433 | -1.1% | -$17.07万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1,519.88万 | 0.02% | 606,592 | 4,162 | 0.7% | $10.43万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,521.30万 | 0.02% | 107,216 | -24,207 | -18.4% | -$343.48万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $1,522.41万 | 0.02% | 433,298 | 134,444 | 45.0% | $472.37万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,522.62万 | 0.02% | 620,203 | -227,754 | -26.9% | -$559.14万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,522.73万 | 0.02% | 157,812 | -192,844 | -55.0% | -$1,860.75万 | 减仓 |
| RY | ROYAL BK CDA | $1,523.50万 | 0.02% | 73,618 | -2,182 | -2.9% | -$45.16万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,524.29万 | 0.02% | 52,457 | 16,552 | 46.1% | $480.96万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,525.86万 | 0.02% | 143,529 | -90,964 | -38.8% | -$967.04万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1,550.30万 | 0.02% | 132,187 | -30,528 | -18.8% | -$358.03万 | 减仓 |
| ITT | ITT INC | $1,552.47万 | 0.02% | 78,525 | -32,272 | -29.1% | -$638.03万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,553.02万 | 0.02% | 35,488 | 5,529 | 18.5% | $241.96万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1,567.45万 | 0.02% | 1,441,994 | -36,375 | -2.5% | -$39.54万 | 减仓 |
| TBIL | RBB FD INC | $1,570.21万 | 0.02% | 314,923 | -129,137 | -29.1% | -$643.88万 | 减仓 |
| DTE | DTE ENERGY CO | $1,575.83万 | 0.02% | 103,415 | 94,130 | 1,013.8% | $1,434.34万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1,582.53万 | 0.02% | 593,506 | 266,898 | 81.7% | $711.66万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,583.41万 | 0.02% | 321,309 | -1,553,294 | -82.9% | -$7,654.63万 | 减仓 |
| ESGU | ISHARES TR | $1,587.19万 | 0.02% | 96,975 | -21,151 | -17.9% | -$346.18万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,589.68万 | 0.02% | 154,263 | 15,118 | 10.9% | $155.79万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,589.85万 | 0.02% | 55,671 | -693 | -1.2% | -$19.79万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,591.61万 | 0.02% | 50,122 | -14,653 | -22.6% | -$465.30万 | 减仓 |
| SRE | SEMPRA | $1,591.73万 | 0.02% | 171,682 | 60,179 | 54.0% | $557.94万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,598.71万 | 0.02% | 862,770 | 646,418 | 298.8% | $1,197.81万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $1,599.62万 | 0.02% | 262,343 | 156,910 | 148.8% | $956.75万 | 加仓 |
| NVR | NVR INC | $1,600.59万 | 0.02% | 2,349 | 1,535 | 188.6% | $1,045.94万 | 加仓 |
| CAVA | CAVA GROUP INC | $1,602.67万 | 0.02% | 204,231 | -498 | -0.2% | -$3.91万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,602.78万 | 0.02% | 229,026 | -23,845 | -9.4% | -$166.87万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1,603.78万 | 0.02% | 120,739 | 31,359 | 35.1% | $416.54万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $1,606.21万 | 0.02% | 249,025 | -6,781 | -2.7% | -$43.74万 | 减仓 |
| TTE | TOTALENERGIES SE | $1,618.26万 | 0.02% | 208,113 | -21,887 | -9.5% | -$170.19万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $1,623.45万 | 0.02% | 450,207 | 1,034 | 0.2% | $3.73万 | 加仓 |
| MSCI | MSCI INC | $1,628.22万 | 0.02% | 29,074 | -1,302 | -4.3% | -$72.92万 | 减仓 |
| CSX | CSX CORP | $1,637.26万 | 0.02% | 344,471 | 33,833 | 10.9% | $160.81万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1,640.06万 | 0.02% | 21,645 | -2,721 | -11.2% | -$206.17万 | 减仓 |
| TSN | TYSON FOODS INC | $1,642.86万 | 0.02% | 286,944 | -76,032 | -20.9% | -$435.31万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,643.39万 | 0.02% | 185,650 | -39,464 | -17.5% | -$349.34万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,643.58万 | 0.02% | 180,253 | 27,536 | 18.0% | $251.08万 | 加仓 |
| TLT | ISHARES TR | $1,647.46万 | 0.02% | 190,633 | -107,720 | -36.1% | -$930.92万 | 减仓 |
| MDB | MONGODB INC | $1,648.46万 | 0.02% | 49,075 | 10,337 | 26.7% | $347.23万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,650.54万 | 0.02% | 200,454 | 10,707 | 5.6% | $88.16万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,653.41万 | 0.02% | 77,594 | -21,187 | -21.4% | -$451.46万 | 减仓 |
| IT | GARTNER INC | $1,654.40万 | 0.02% | 127,622 | 38,427 | 43.1% | $498.14万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $1,669.34万 | 0.02% | 584,261 | 584,261 | — | $1,669.34万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1,670.58万 | 0.02% | 334,270 | 133,047 | 66.1% | $664.93万 | 加仓 |
| ATI | ATI INC | $1,671.75万 | 0.02% | 84,816 | 12,329 | 17.0% | $243.01万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,671.91万 | 0.02% | 134,010 | -365,520 | -73.2% | -$4,560.24万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1,674.59万 | 0.02% | 203,712 | 162,848 | 398.5% | $1,338.67万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1,675.64万 | 0.02% | 31,638 | -8,339 | -20.9% | -$441.66万 | 减仓 |
| PPL | PPL CORP | $1,686.88万 | 0.02% | 464,044 | 110,268 | 31.2% | $400.84万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $1,687.90万 | 0.02% | 711,751 | 195,958 | 38.0% | $464.71万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1,693.86万 | 0.02% | 98,314 | 38,785 | 65.2% | $668.23万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,694.55万 | 0.02% | 40,805 | -15,015 | -26.9% | -$623.54万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $1,696.27万 | 0.02% | 518,106 | -7,390 | -1.4% | -$24.19万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $1,697.78万 | 0.02% | 642,610 | 457,050 | 246.3% | $1,207.53万 | 加仓 |
| F | FORD MTR CO | $1,701.73万 | 0.02% | 1,224,222 | 270,653 | 28.4% | $376.22万 | 加仓 |
| EXEL | EXELIXIS INC | $1,703.48万 | 0.02% | 313,083 | 5,155 | 1.7% | $28.05万 | 加仓 |
| ESGE | ISHARES INC | $1,709.77万 | 0.02% | 312,630 | -12,086 | -3.7% | -$66.10万 | 减仓 |
| PWRD | TCW ETF TRUST | $1,720.19万 | 0.02% | 139,898 | 1,687 | 1.2% | $20.74万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,721.57万 | 0.02% | 298,559 | -243,041 | -44.9% | -$1,401.44万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $1,729.70万 | 0.02% | 156,346 | 45,382 | 40.9% | $502.07万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $1,742.38万 | 0.02% | 238,581 | 42,588 | 21.7% | $311.02万 | 加仓 |
| CPRT | COPART INC | $1,743.00万 | 0.02% | 618,309 | 68,839 | 12.5% | $194.06万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,747.96万 | 0.02% | 202,527 | 3,749 | 1.9% | $32.36万 | 加仓 |
| AYI | ACUITY INC | $1,749.71万 | 0.02% | 46,459 | 30,600 | 193.0% | $1,152.44万 | 加仓 |
| VHT | VANGUARD WORLD FD | $1,762.67万 | 0.02% | 58,951 | -17,327 | -22.7% | -$518.09万 | 减仓 |