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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | $2,696.11万 | 0.03% | 85,700 | 28,774 | 50.5% | $905.23万 | 加仓 |
| WWD | WOODWARD INC | $2,712.59万 | 0.03% | 63,760 | -2,221 | -3.4% | -$94.49万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $2,718.57万 | 0.03% | 296,489 | 55,601 | 23.1% | $509.82万 | 加仓 |
| DHI | D R HORTON INC | $2,718.79万 | 0.03% | 166,917 | 1,863 | 1.1% | $30.35万 | 加仓 |
| MTB | M & T BK CORP | $2,724.35万 | 0.03% | 114,447 | -9,052 | -7.3% | -$215.48万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2,739.43万 | 0.03% | 164,339 | 124,623 | 313.8% | $2,077.39万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $2,750.08万 | 0.03% | 197,918 | 124,600 | 169.9% | $1,731.32万 | 加仓 |
| OKE | ONEOK INC NEW | $2,761.01万 | 0.03% | 317,584 | 41,427 | 15.0% | $360.16万 | 加仓 |
| IJS | ISHARES TR | $2,786.83万 | 0.03% | 203,895 | -51,267 | -20.1% | -$700.72万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,794.95万 | 0.03% | 839,506 | -112,278 | -11.8% | -$373.80万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,806.65万 | 0.03% | 475,864 | 395 | 0.1% | $2.33万 | 加仓 |
| GLDM | WORLD GOLD TR | $2,825.83万 | 0.03% | 355,809 | 8,218 | 2.4% | $65.27万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2,855.53万 | 0.03% | 407,520 | 16,172 | 4.1% | $113.32万 | 加仓 |
| VRSN | VERISIGN INC | $2,856.69万 | 0.03% | 113,556 | 40,233 | 54.9% | $1,012.13万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,870.03万 | 0.03% | 115,542 | 9,287 | 8.7% | $230.69万 | 加仓 |
| APP | APPLOVIN CORP | $2,882.57万 | 0.03% | 55,956 | -17,208 | -23.5% | -$886.47万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,883.91万 | 0.03% | 782,836 | 128,187 | 19.6% | $472.23万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2,892.31万 | 0.03% | 309,736 | -3,043 | -1.0% | -$28.42万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $2,900.72万 | 0.03% | 1,191,262 | -20,847 | -1.7% | -$50.76万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $2,902.01万 | 0.03% | 226,543 | 9,921 | 4.6% | $127.09万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,919.46万 | 0.03% | 549,699 | 34,409 | 6.7% | $182.75万 | 加仓 |
| SUSA | ISHARES TR | $2,924.91万 | 0.03% | 189,670 | 5,765 | 3.1% | $88.90万 | 加仓 |
| IJT | ISHARES TR | $2,943.20万 | 0.03% | 164,793 | -16,420 | -9.1% | -$293.26万 | 减仓 |
| LEN | LENNAR CORP | $2,946.93万 | 0.03% | 325,662 | 144,178 | 79.4% | $1,304.67万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2,957.06万 | 0.03% | 75,843 | -20,846 | -21.6% | -$812.77万 | 减仓 |
| AZO | AUTOZONE INC | $3,008.13万 | 0.03% | 9,414 | 1,868 | 24.8% | $596.90万 | 加仓 |
| NU | NU HLDGS LTD | $3,015.87万 | 0.03% | 2,257,385 | -22,402 | -1.0% | -$29.93万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $3,060.95万 | 0.03% | 256,942 | -44,429 | -14.7% | -$529.28万 | 减仓 |
| INTU | INTUIT | $3,061.18万 | 0.03% | 117,273 | -37,727 | -24.3% | -$984.79万 | 减仓 |
| DGRW | WISDOMTREE TR | $3,070.08万 | 0.03% | 321,071 | -260,145 | -44.8% | -$2,487.50万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $3,080.84万 | 0.03% | 115,513 | 35,711 | 44.7% | $952.45万 | 加仓 |
| SHYG | ISHARES TR | $3,081.40万 | 0.03% | 726,574 | 27,772 | 4.0% | $117.78万 | 加仓 |
| MCO | MOODYS CORP | $3,094.54万 | 0.03% | 68,324 | -2,392 | -3.4% | -$108.34万 | 减仓 |
| SDY | SPDR SERIES TRUST | $3,108.85万 | 0.03% | 204,288 | -100,093 | -32.9% | -$1,523.22万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,109.34万 | 0.03% | 689,331 | 98,150 | 16.6% | $442.72万 | 加仓 |
| CIEN | CIENA CORP | $3,118.63万 | 0.03% | 63,576 | 142 | 0.2% | $6.97万 | 加仓 |
| MTUM | ISHARES TR | $3,128.30万 | 0.03% | 91,250 | -5,584 | -5.8% | -$191.43万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $3,132.59万 | 0.03% | 614,234 | -273,761 | -30.8% | -$1,396.18万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $3,153.41万 | 0.03% | 137,882 | 55,657 | 67.7% | $1,272.90万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,173.09万 | 0.03% | 561,809 | -47,200 | -7.8% | -$266.59万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $3,173.78万 | 0.03% | 653,421 | 101,150 | 18.3% | $491.30万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3,213.74万 | 0.03% | 143,497 | 11,307 | 8.6% | $253.23万 | 加仓 |
| ESGD | ISHARES TR | $3,237.10万 | 0.03% | 314,863 | -3,771 | -1.2% | -$38.77万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $3,248.42万 | 0.03% | 636,321 | 8,787 | 1.4% | $44.86万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,248.58万 | 0.03% | 1,224,956 | 535,602 | 77.7% | $1,420.42万 | 加仓 |
| WMB | WILLIAMS COS INC | $3,260.16万 | 0.03% | 438,550 | -140,098 | -24.2% | -$1,041.48万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $3,271.22万 | 0.03% | 423,553 | 63,918 | 17.8% | $493.66万 | 加仓 |
| PSBD | PALMER SQUARE CAPITAL BDC IN | $3,292.72万 | 0.03% | 3,160,003 | 79,898 | 2.6% | $83.25万 | 加仓 |
| SNEX | STONEX GROUP INC | $3,294.49万 | 0.03% | 278,016 | 21,350 | 8.3% | $253.00万 | 加仓 |
| IDV | ISHARES TR | $3,306.66万 | 0.03% | 798,132 | -11,166 | -1.4% | -$46.26万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $3,321.81万 | 0.03% | 763,564 | -12,342 | -1.6% | -$53.69万 | 减仓 |
| CVS | CVS HEALTH CORP | $3,340.54万 | 0.03% | 322,917 | -9,793 | -2.9% | -$101.31万 | 减仓 |
| SHY | ISHARES TR | $3,346.18万 | 0.03% | 407,521 | 54,825 | 15.5% | $450.17万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $3,396.13万 | 0.04% | 1,092,003 | -164,717 | -13.1% | -$512.27万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $3,417.03万 | 0.04% | 566,766 | 112,356 | 24.7% | $677.39万 | 加仓 |
| ET | ENERGY TRANSFER L P | $3,438.61万 | 0.04% | 1,798,437 | -176,648 | -8.9% | -$337.75万 | 减仓 |
| NKE | NIKE INC | $3,447.67万 | 0.04% | 839,856 | -289,643 | -25.6% | -$1,189.01万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $3,457.66万 | 0.04% | 1,013,239 | 214,246 | 26.8% | $731.11万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR | $3,487.52万 | 0.04% | 1,687,239 | 433,455 | 34.6% | $895.95万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,489.53万 | 0.04% | 447,856 | -14,432 | -3.1% | -$112.45万 | 减仓 |
| IWN | ISHARES TR | $3,502.45万 | 0.04% | 158,339 | -931 | -0.6% | -$20.59万 | 减仓 |
| IJK | ISHARES TR | $3,544.71万 | 0.04% | 301,678 | -20,396 | -6.3% | -$239.65万 | 减仓 |
| SMH | VANECK ETF TRUST | $3,545.79万 | 0.04% | 54,060 | -53,506 | -49.7% | -$3,509.45万 | 减仓 |
| IMTM | ISHARES TR | $3,547.19万 | 0.04% | 665,140 | 45,676 | 7.4% | $243.59万 | 加仓 |
| ES | EVERSOURCE ENERGY | $3,562.49万 | 0.04% | 492,896 | 269,626 | 120.8% | $1,948.77万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,571.59万 | 0.04% | 706,267 | 18,233 | 2.7% | $92.20万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $3,575.21万 | 0.04% | 369,034 | 16,313 | 4.6% | $158.04万 | 加仓 |
| COHR | COHERENT CORP | $3,575.78万 | 0.04% | 90,658 | -3,526 | -3.7% | -$139.07万 | 减仓 |
| SO | SOUTHERN CO | $3,591.37万 | 0.04% | 375,232 | -78,928 | -17.4% | -$755.43万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $3,614.28万 | 0.04% | 345,300 | 88,505 | 34.5% | $926.39万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $3,618.10万 | 0.04% | 868,899 | -5,717 | -0.7% | -$23.81万 | 减仓 |
| NVS | NOVARTIS AG | $3,626.48万 | 0.04% | 231,391 | -10,161 | -4.2% | -$159.25万 | 减仓 |
| ROST | ROSS STORES INC | $3,646.33万 | 0.04% | 171,327 | 34,388 | 25.1% | $731.88万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3,647.15万 | 0.04% | 145,917 | 33,400 | 29.7% | $834.82万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $3,709.33万 | 0.04% | 256,511 | -17,742 | -6.5% | -$256.56万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,713.24万 | 0.04% | 675,012 | -54,212 | -7.4% | -$298.22万 | 减仓 |
| BX | BLACKSTONE INC | $3,726.36万 | 0.04% | 316,672 | -144,656 | -31.4% | -$1,702.20万 | 减仓 |
| COP | CONOCOPHILLIPS | $3,758.04万 | 0.04% | 361,482 | -48,222 | -11.8% | -$501.33万 | 减仓 |
| BOND | PIMCO ETF TR | $3,758.09万 | 0.04% | 407,558 | -94,927 | -18.9% | -$875.32万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $3,801.82万 | 0.04% | 188,650 | 5,897 | 3.2% | $118.84万 | 加仓 |
| EME | EMCOR GROUP INC | $3,806.22万 | 0.04% | 45,867 | 1,222 | 2.7% | $101.41万 | 加仓 |
| SNPS | SYNOPSYS INC | $3,811.34万 | 0.04% | 85,440 | 40,521 | 90.2% | $1,807.58万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $3,814.79万 | 0.04% | 944,022 | -9,241 | -1.0% | -$37.34万 | 减仓 |
| IWV | ISHARES TR | $3,860.51万 | 0.04% | 90,538 | -1,240 | -1.4% | -$52.87万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $3,889.86万 | 0.04% | 693,495 | 562,839 | 430.8% | $3,157.01万 | 加仓 |
| FTI | TECHNIPFMC PLC | $3,915.55万 | 0.04% | 590,620 | -1,006 | -0.2% | -$6.67万 | 减仓 |
| IGIB | ISHARES TR | $3,963.28万 | 0.04% | 745,392 | 31,487 | 4.4% | $167.42万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $4,101.95万 | 0.04% | 960,829 | -1,524,131 | -61.3% | -$6,506.79万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $4,159.14万 | 0.04% | 2,045,817 | -4,070 | -0.2% | -$8.27万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,179.26万 | 0.04% | 499,018 | 3,316 | 0.7% | $27.77万 | 加仓 |
| EFG | ISHARES TR | $4,206.38万 | 0.04% | 338,079 | -38,395 | -10.2% | -$477.71万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $4,216.94万 | 0.04% | 43,123 | 12,353 | 40.1% | $1,207.98万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4,243.43万 | 0.04% | 81,231 | -4,079 | -4.8% | -$213.08万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $4,261.40万 | 0.04% | 1,077,734 | -58,190 | -5.1% | -$230.09万 | 减仓 |
| DIS | DISNEY WALT CO | $4,265.01万 | 0.04% | 443,095 | -109,148 | -19.8% | -$1,050.60万 | 减仓 |
| DDOG | DATADOG INC | $4,266.78万 | 0.04% | 163,907 | 27,409 | 20.1% | $713.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,273.57万 | 0.04% | 1,024,210 | -297,265 | -22.5% | -$1,240.35万 | 减仓 |
| EOG | EOG RES INC | $4,275.86万 | 0.04% | 329,564 | 124,099 | 60.4% | $1,610.10万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,285.77万 | 0.04% | 110,821 | 42,566 | 62.4% | $1,646.15万 | 加仓 |
| IMCG | ISHARES TR | $4,286.45万 | 0.04% | 436,059 | -41,118 | -8.6% | -$404.19万 | 减仓 |