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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $52.13亿 | 5.43% | 18,017,024 | 321,808 | 1.8% | $9,310.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $51.92亿 | 5.40% | 25,953,279 | -229,106 | -0.9% | -$4,583.48万 | 减仓 |
| IVV | ISHARES TR | $41.72亿 | 4.34% | 5,571,768 | 98,754 | 1.8% | $7,395.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.41亿 | 2.75% | 37,068,072 | 1,501,083 | 4.2% | $1.07亿 | 加仓 |
| MSFT | MICROSOFT CORP | $20.40亿 | 2.12% | 5,468,639 | -318,042 | -5.5% | -$1.19亿 | 减仓 |
| GOOGL | ALPHABET INC | $16.39亿 | 1.71% | 4,585,539 | -86,616 | -1.9% | -$3,095.15万 | 减仓 |
| AMZN | AMAZON COM INC | $15.67亿 | 1.63% | 6,573,838 | -107,769 | -1.6% | -$2,568.65万 | 减仓 |
| AGG | ISHARES TR | $14.71亿 | 1.53% | 14,864,310 | 1,116,093 | 8.1% | $1.10亿 | 加仓 |
| AVGO | BROADCOM INC | $13.47亿 | 1.40% | 3,565,721 | 22,064 | 0.6% | $833.39万 | 加仓 |
| IJH | ISHARES TR | $12.65亿 | 1.32% | 16,401,450 | 288,903 | 1.8% | $2,228.02万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $10.92亿 | 1.14% | 945,793 | 423,624 | 81.1% | $4.89亿 | 加仓 |
| VTV | VANGUARD INDEX FDS | $10.80亿 | 1.12% | 4,957,163 | -103,548 | -2.0% | -$2,256.62万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $10.71亿 | 1.12% | 1,435,507 | -72,425 | -4.8% | -$5,405.98万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $10.34亿 | 1.08% | 3,158,977 | 73,001 | 2.4% | $2,389.64万 | 加仓 |
| IEFA | ISHARES TR | $9.83亿 | 1.02% | 10,178,869 | 431,930 | 4.4% | $4,171.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $9.62亿 | 1.00% | 11,171,893 | -217,277 | -1.9% | -$1,871.61万 | 减仓 |
| IUSB | ISHARES TR | $9.57亿 | 1.00% | 20,743,278 | 1,795,085 | 9.5% | $8,284.65万 | 加仓 |
| USD | PROSHARES TR | $9.08亿 | 0.94% | 8,704,468 | -3,657,448 | -29.6% | -$3.81亿 | 减仓 |
| GOOG | ALPHABET INC | $8.75亿 | 0.91% | 2,475,279 | -96,848 | -3.8% | -$3,421.86万 | 减仓 |
| LLY | ELI LILLY & CO | $8.60亿 | 0.89% | 716,755 | 22,894 | 3.3% | $2,746.58万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $8.44亿 | 0.88% | 14,143,575 | 116,272 | 0.8% | $693.96万 | 加仓 |
| META | META PLATFORMS INC | $8.05亿 | 0.84% | 1,428,971 | 5,957 | 0.4% | $335.55万 | 加仓 |
| TSLA | TESLA INC | $7.97亿 | 0.83% | 1,893,990 | 15,718 | 0.8% | $661.04万 | 加仓 |
| GLW | CORNING INC | $7.33亿 | 0.76% | 2,868,833 | -693,919 | -19.5% | -$1.77亿 | 减仓 |
| IEMG | ISHARES INC | $7.32亿 | 0.76% | 8,850,651 | 152,099 | 1.7% | $1,258.78万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7.23亿 | 0.75% | 981,334 | -134,460 | -12.1% | -$9,900.34万 | 减仓 |
| VO | VANGUARD INDEX FDS | $7.04亿 | 0.73% | 8,738,252 | 202,528 | 2.4% | $1,631.77万 | 加仓 |
| VB | VANGUARD INDEX FDS | $6.91亿 | 0.72% | 2,278,949 | 63,264 | 2.9% | $1,917.65万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6.74亿 | 0.70% | 1,822,272 | -32,409 | -1.7% | -$1,199.19万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $6.53亿 | 0.68% | 19,308,603 | -455,590 | -2.3% | -$1,541.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.23亿 | 0.65% | 1,244,906 | -11,171 | -0.9% | -$558.97万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5.61亿 | 0.58% | 816,784 | -81,621 | -9.1% | -$5,605.55万 | 减仓 |
| GEV | GE VERNOVA INC | $5.42亿 | 0.56% | 461,705 | -90,457 | -16.4% | -$1.06亿 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $5.39亿 | 0.56% | 4,681,672 | 35,698 | 0.8% | $410.80万 | 加仓 |
| WMT | WALMART INC | $5.37亿 | 0.56% | 4,743,493 | -165,724 | -3.4% | -$1,877.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4.93亿 | 0.51% | 1,940,998 | 12,673 | 0.7% | $321.88万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.86亿 | 0.51% | 637,275 | 12,869 | 2.1% | $981.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4.70亿 | 0.49% | 649,877 | 147,780 | 29.4% | $1.07亿 | 加仓 |
| IVW | ISHARES TR | $4.50亿 | 0.47% | 3,269,520 | -296,174 | -8.3% | -$4,073.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $4.17亿 | 0.43% | 2,841,060 | -99,452 | -3.4% | -$1,458.48万 | 减仓 |
| AMGN | AMGEN INC | $3.96亿 | 0.41% | 1,094,241 | 17,884 | 1.7% | $647.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.94亿 | 0.41% | 678,695 | -68,563 | -9.2% | -$3,981.81万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.93亿 | 0.41% | 419,996 | -17,092 | -3.9% | -$1,598.98万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3.83亿 | 0.40% | 884,666 | -23,208 | -2.6% | -$1,005.46万 | 减仓 |
| KLAC | KLA CORP | $3.78亿 | 0.39% | 1,254,871 | 7,211 | 0.6% | $217.45万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $3.69亿 | 0.38% | 1,497,825 | 45,842 | 3.2% | $1,128.74万 | 加仓 |
| TJX | TJX COS INC NEW | $3.68亿 | 0.38% | 2,429,911 | 758,492 | 45.4% | $1.15亿 | 加仓 |
| V | VISA INC | $3.62亿 | 0.38% | 1,055,840 | -3,778 | -0.4% | -$129.62万 | 减仓 |
| MRK | MERCK & CO INC | $3.57亿 | 0.37% | 2,781,786 | -13,435 | -0.5% | -$172.65万 | 减仓 |
| — | EXXON MOBIL CORP | $3.46亿 | 0.36% | 2,533,698 | -49,895 | -1.9% | -$682.14万 | 减仓 |
| ABBV | ABBVIE INC | $3.45亿 | 0.36% | 1,371,290 | 55,020 | 4.2% | $1,384.60万 | 加仓 |
| CAT | CATERPILLAR INC | $3.29亿 | 0.34% | 308,771 | -11,938 | -3.7% | -$1,271.14万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3.24亿 | 0.34% | 631,340 | -3,514 | -0.6% | -$180.47万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $3.18亿 | 0.33% | 9,144,880 | -30,892 | -0.3% | -$107.53万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3.04亿 | 0.32% | 10,313,474 | -68,053 | -0.7% | -$200.28万 | 减仓 |
| EFA | ISHARES TR | $3.00亿 | 0.31% | 2,891,642 | -236,040 | -7.5% | -$2,451.89万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.94亿 | 0.31% | 1,241,734 | -121,672 | -8.9% | -$2,879.00万 | 减仓 |
| IWY | ISHARES TR | $2.88亿 | 0.30% | 992,209 | -401,790 | -28.8% | -$1.17亿 | 减仓 |
| CVX | CHEVRON CORPORATION | $2.88亿 | 0.30% | 1,734,558 | 69,695 | 4.2% | $1,155.38万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.86亿 | 0.30% | 763,085 | 51,958 | 7.3% | $1,949.88万 | 加仓 |
| FAST | FASTENAL CO | $2.83亿 | 0.29% | 5,897,822 | 1,693,162 | 40.3% | $8,131.19万 | 加仓 |
| CMI | CUMMINS INC | $2.81亿 | 0.29% | 394,628 | 149,461 | 61.0% | $1.07亿 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2.80亿 | 0.29% | 3,186,646 | -6,419 | -0.2% | -$56.34万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.76亿 | 0.29% | 369 | 19 | 5.4% | $1,422.82万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.68亿 | 0.28% | 9,681,325 | -314,356 | -3.1% | -$870.61万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.64亿 | 0.27% | 2,264,855 | 302,852 | 15.4% | $3,533.01万 | 加仓 |
| CSCO | CISCO SYS INC | $2.61亿 | 0.27% | 2,221,449 | -187,535 | -7.8% | -$2,202.78万 | 减仓 |
| IEI | ISHARES TR | $2.54亿 | 0.26% | 2,161,388 | 124,297 | 6.1% | $1,459.87万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2.53亿 | 0.26% | 5,400,464 | 672,849 | 14.2% | $3,158.35万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.49亿 | 0.26% | 521,480 | -42,329 | -7.5% | -$2,020.61万 | 减仓 |
| NDAQ | NASDAQ INC | $2.49亿 | 0.26% | 3,159,120 | 187,208 | 6.3% | $1,475.08万 | 加仓 |
| HD | HOME DEPOT INC | $2.47亿 | 0.26% | 699,267 | -427,913 | -38.0% | -$1.51亿 | 减仓 |
| IWF | ISHARES TR | $2.46亿 | 0.26% | 1,984,815 | -286,721 | -12.6% | -$3,559.35万 | 减仓 |
| IJR | ISHARES TR | $2.44亿 | 0.25% | 1,645,376 | -89,465 | -5.2% | -$1,326.46万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2.42亿 | 0.25% | 4,779,573 | 512,423 | 12.0% | $2,591.85万 | 加仓 |
| IWM | ISHARES TR | $2.40亿 | 0.25% | 799,545 | 123,890 | 18.3% | $3,722.26万 | 加仓 |
| IVE | ISHARES TR | $2.39亿 | 0.25% | 1,052,224 | -74,484 | -6.6% | -$1,691.24万 | 减仓 |
| NFLX | NETFLIX INC. | $2.35亿 | 0.24% | 3,286,132 | 583,041 | 21.6% | $4,164.78万 | 加仓 |
| LIN | LINDE PLC | $2.35亿 | 0.24% | 452,125 | 7,644 | 1.7% | $396.62万 | 加仓 |
| IXUS | ISHARES TR | $2.34亿 | 0.24% | 2,455,521 | -23,676 | -1.0% | -$225.55万 | 减仓 |
| IWB | ISHARES TR | $2.32亿 | 0.24% | 566,204 | -14,487 | -2.5% | -$593.24万 | 减仓 |
| MUB | ISHARES TR | $2.26亿 | 0.23% | 2,096,093 | -12,121 | -0.6% | -$130.45万 | 减仓 |
| PSX | PHILLIPS 66 | $2.22亿 | 0.23% | 1,311,840 | 89,513 | 7.3% | $1,513.74万 | 加仓 |
| P | EVERPURE INC | $2.22亿 | 0.23% | 2,814,800 | 23,300 | 0.8% | $183.38万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2.21亿 | 0.23% | 6,973,748 | -632,571 | -8.3% | -$2,005.88万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.19亿 | 0.23% | 446,447 | 32,676 | 7.9% | $1,604.50万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2.19亿 | 0.23% | 2,375,832 | 254,501 | 12.0% | $2,347.75万 | 加仓 |
| MCD | MCDONALDS CORP | $2.17亿 | 0.23% | 803,614 | -34,288 | -4.1% | -$926.77万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2.16亿 | 0.22% | 723,682 | 68,537 | 10.5% | $2,042.77万 | 加仓 |
| SYK | STRYKER CORPORATION | $2.15亿 | 0.22% | 683,511 | -43,179 | -5.9% | -$1,360.13万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.14亿 | 0.22% | 2,618,024 | -376,306 | -12.6% | -$3,083.06万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2.14亿 | 0.22% | 2,222,799 | 102,780 | 4.8% | $991.32万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2.12亿 | 0.22% | 317,467 | -11,714 | -3.6% | -$780.72万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.12亿 | 0.22% | 209,144 | 12,066 | 6.1% | $1,220.40万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2.10亿 | 0.22% | 4,164,706 | -309,337 | -6.9% | -$1,558.75万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2.00亿 | 0.21% | 582,014 | -21,933 | -3.6% | -$754.24万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.98亿 | 0.21% | 579,977 | -34,197 | -5.6% | -$1,165.83万 | 减仓 |
| INTC | INTEL CORP | $1.95亿 | 0.20% | 1,393,260 | 32,586 | 2.4% | $454.91万 | 加仓 |
| MS | MORGAN STANLEY | $1.94亿 | 0.20% | 927,484 | 30,629 | 3.4% | $640.28万 | 加仓 |
| GE | GE AEROSPACE | $1.92亿 | 0.20% | 514,297 | -10,628 | -2.0% | -$397.20万 | 减仓 |