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 |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 | $7,367.07万 | 0.08% | 104,807 | -1,945 | -1.8% | -$136.72万 | 减仓 |
| MO | ALTRIA GROUP INC | $7,350.40万 | 0.08% | 1,021,580 | 51,492 | 5.3% | $370.49万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7,308.76万 | 0.08% | 218,369 | 20,511 | 10.4% | $686.50万 | 加仓 |
| AZN | ASTRAZENECA PLC | $7,288.27万 | 0.08% | 384,328 | 12,405 | 3.3% | $235.24万 | 加仓 |
| IFRA | ISHARES TR | $7,257.51万 | 0.08% | 1,151,243 | 94,089 | 8.9% | $593.14万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $7,240.74万 | 0.08% | 916,200 | 82,345 | 9.9% | $650.77万 | 加仓 |
| SGOV | ISHARES TR | $7,182.44万 | 0.07% | 713,464 | -2,335 | -0.3% | -$23.51万 | 减仓 |
| SNOW | SNOWFLAKE INC | $7,110.60万 | 0.07% | 279,429 | -6,056 | -2.1% | -$154.11万 | 减仓 |
| DG | DOLLAR GEN CORP | $7,035.74万 | 0.07% | 611,196 | 8,291 | 1.4% | $95.44万 | 加仓 |
| IGSB | ISHARES TR | $6,996.66万 | 0.07% | 1,334,985 | -7,653 | -0.6% | -$40.11万 | 减仓 |
| EMR | EMERSON ELEC CO | $6,941.05万 | 0.07% | 484,882 | -51,764 | -9.6% | -$741.00万 | 减仓 |
| ISTB | ISHARES TR | $6,800.35万 | 0.07% | 1,409,398 | 88,637 | 6.7% | $427.67万 | 加仓 |
| PLD | PROLOGIS INC. | $6,782.13万 | 0.07% | 500,584 | -3,845 | -0.8% | -$52.09万 | 减仓 |
| GSK | GSK PLC | $6,737.95万 | 0.07% | 1,285,362 | 54,353 | 4.4% | $284.92万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,687.12万 | 0.07% | 134,614 | 3,014 | 2.3% | $149.72万 | 加仓 |
| MMM | 3M CO | $6,563.38万 | 0.07% | 405,370 | -12,541 | -3.0% | -$203.05万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,536.66万 | 0.07% | 1,543,563 | 159,001 | 11.5% | $673.34万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $6,513.86万 | 0.07% | 1,258,087 | -640,509 | -33.7% | -$3,316.29万 | 减仓 |
| NOW | SERVICENOW INC | $6,460.71万 | 0.07% | 650,626 | -259,717 | -28.5% | -$2,578.99万 | 减仓 |
| MPLX | MPLX LP | $6,439.16万 | 0.07% | 1,143,271 | -9,331 | -0.8% | -$52.55万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $6,433.03万 | 0.07% | 190,181 | -30,930 | -14.0% | -$1,046.23万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6,415.95万 | 0.07% | 218,857 | 3,782 | 1.8% | $110.87万 | 加仓 |
| BA | BOEING CO | $6,374.52万 | 0.07% | 294,483 | 32,516 | 12.4% | $703.86万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $6,359.52万 | 0.07% | 464,787 | -40,532 | -8.0% | -$554.59万 | 减仓 |
| FTNT | FORTINET INC | $6,355.31万 | 0.07% | 413,710 | -27,913 | -6.3% | -$428.79万 | 减仓 |
| TER | TERADYNE INC | $6,253.88万 | 0.07% | 129,275 | 13,854 | 12.0% | $670.21万 | 加仓 |
| BIL | SPDR SERIES TRUST | $6,246.45万 | 0.07% | 681,629 | -497,808 | -42.2% | -$4,561.91万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $6,241.83万 | 0.06% | 100,086 | -23,868 | -19.3% | -$1,488.52万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $6,206.57万 | 0.06% | 180,256 | -6,861 | -3.7% | -$236.24万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $6,180.30万 | 0.06% | 2,059,358 | 68,736 | 3.5% | $206.28万 | 加仓 |
| CNC | CENTENE CORP DEL | $6,160.49万 | 0.06% | 959,718 | -19,783 | -2.0% | -$126.99万 | 减仓 |
| SYY | SYSCO CORP | $6,160.31万 | 0.06% | 737,058 | 69,979 | 10.5% | $584.88万 | 加仓 |
| CLS | CELESTICA INC | $6,152.37万 | 0.06% | 168,652 | 32,559 | 23.9% | $1,187.74万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $6,137.93万 | 0.06% | 570,966 | -30,126 | -5.0% | -$323.86万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $6,133.54万 | 0.06% | 305,715 | 91,271 | 42.6% | $1,831.16万 | 加仓 |
| UNP | UNION PAC CORP | $6,122.96万 | 0.06% | 225,107 | -32,832 | -12.7% | -$893.04万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $6,109.90万 | 0.06% | 566,080 | 87,444 | 18.3% | $943.81万 | 加仓 |
| MDT | MEDTRONIC PLC | $6,100.78万 | 0.06% | 779,764 | 82,467 | 11.8% | $645.21万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,077.62万 | 0.06% | 121,219 | -12,423 | -9.3% | -$622.86万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $6,048.25万 | 0.06% | 1,587,883 | -11,417 | -0.7% | -$43.49万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $6,023.57万 | 0.06% | 202,282 | 24,273 | 13.6% | $722.80万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $5,998.21万 | 0.06% | 1,476,229 | 132,586 | 9.9% | $538.72万 | 加仓 |
| TMUS | T-MOBILE US INC | $5,960.42万 | 0.06% | 355,200 | 132,907 | 59.8% | $2,230.24万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5,931.92万 | 0.06% | 476,657 | 5,964 | 1.3% | $74.22万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,907.12万 | 0.06% | 1,142,829 | -38,867 | -3.3% | -$200.90万 | 减仓 |
| HDV | ISHARES TR | $5,881.53万 | 0.06% | 2,145,662 | -111,928 | -5.0% | -$306.81万 | 减仓 |
| NTRS | NORTHERN TR CORP | $5,875.33万 | 0.06% | 337,956 | 157,878 | 87.7% | $2,744.69万 | 加仓 |
| IMTB | ISHARES TR | $5,848.77万 | 0.06% | 1,341,102 | 35,652 | 2.7% | $155.48万 | 加仓 |
| PAYX | PAYCHEX INC | $5,805.44万 | 0.06% | 590,371 | 79,678 | 15.6% | $783.52万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $5,777.71万 | 0.06% | 1,725,205 | 764,942 | 79.7% | $2,561.79万 | 加仓 |
| PFE | PFIZER INC | $5,765.03万 | 0.06% | 2,394,026 | 531,712 | 28.6% | $1,280.41万 | 加仓 |
| CRM | SALESFORCE INC | $5,741.83万 | 0.06% | 366,462 | -96,135 | -20.8% | -$1,506.27万 | 减仓 |
| AME | AMETEK INC | $5,732.73万 | 0.06% | 236,948 | -21,412 | -8.3% | -$518.04万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $5,730.96万 | 0.06% | 211,897 | 15,903 | 8.1% | $430.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,647.47万 | 0.06% | 685,880 | 39,541 | 6.1% | $325.58万 | 加仓 |
| OEF | ISHARES TR | $5,622.79万 | 0.06% | 153,807 | -9,054 | -5.6% | -$330.99万 | 减仓 |
| GM | GENERAL MTRS CO | $5,602.61万 | 0.06% | 726,850 | 170,048 | 30.5% | $1,310.74万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $5,582.63万 | 0.06% | 1,540,632 | 15,517 | 1.0% | $56.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,502.13万 | 0.06% | 787,152 | -67,532 | -7.9% | -$472.04万 | 减仓 |
| ABNB | AIRBNB INC | $5,496.13万 | 0.06% | 384,028 | 59,649 | 18.4% | $853.68万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $5,482.42万 | 0.06% | 222,692 | -8,246 | -3.6% | -$203.01万 | 减仓 |
| KKR | KKR & CO INC | $5,481.02万 | 0.06% | 597,195 | 10,508 | 1.8% | $96.44万 | 加仓 |
| VLO | VALERO ENERGY CORP | $5,456.87万 | 0.06% | 209,515 | 36,291 | 21.0% | $945.21万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5,421.22万 | 0.06% | 882,072 | -241,856 | -21.5% | -$1,486.45万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $5,393.58万 | 0.06% | 786,924 | -56,478 | -6.7% | -$387.10万 | 减仓 |
| CMF | ISHARES TR | $5,368.74万 | 0.06% | 931,425 | 12,841 | 1.4% | $74.02万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $5,337.49万 | 0.06% | 150,681 | -25,339 | -14.4% | -$897.57万 | 减仓 |
| BOXX | EA SERIES TRUST | $5,336.32万 | 0.06% | 455,745 | 173,020 | 61.2% | $2,025.89万 | 加仓 |
| IQLT | ISHARES TR | $5,336.17万 | 0.06% | 1,076,926 | -29,131 | -2.6% | -$144.34万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $5,310.49万 | 0.06% | 1,006,537 | 60,675 | 6.4% | $320.12万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,261.51万 | 0.05% | 636,520 | 35,983 | 6.0% | $297.44万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $5,251.95万 | 0.05% | 171,464 | 592 | 0.3% | $18.13万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $5,250.92万 | 0.05% | 1,409,468 | 19,705 | 1.4% | $73.41万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,248.76万 | 0.05% | 131,975 | -17,378 | -11.6% | -$691.14万 | 减仓 |
| NEM | NEWMONT CORP | $5,236.77万 | 0.05% | 560,664 | -66,737 | -10.6% | -$623.34万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $5,218.71万 | 0.05% | 829,880 | 134,915 | 19.4% | $848.42万 | 加仓 |
| PAVE | GLOBAL X FDS | $5,179.00万 | 0.05% | 878,989 | -32,568 | -3.6% | -$191.89万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $5,126.90万 | 0.05% | 620,540 | -379,360 | -37.9% | -$3,134.27万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $5,124.74万 | 0.05% | 138,260 | -4,010 | -2.8% | -$148.63万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $5,079.25万 | 0.05% | 539,658 | 19,417 | 3.7% | $182.75万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $5,062.95万 | 0.05% | 396,131 | -68,623 | -14.8% | -$877.07万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5,004.18万 | 0.05% | 165,171 | -332,382 | -66.8% | -$1.01亿 | 减仓 |
| DVY | ISHARES TR | $4,978.43万 | 0.05% | 318,240 | -77,721 | -19.6% | -$1,215.84万 | 减仓 |
| PCG | PG&E CORP | $4,976.53万 | 0.05% | 2,958,385 | 88,778 | 3.1% | $149.34万 | 加仓 |
| CI | THE CIGNA GROUP | $4,960.67万 | 0.05% | 179,939 | 1,111 | 0.6% | $30.63万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4,933.15万 | 0.05% | 121,128 | -17,628 | -12.7% | -$717.93万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $4,931.49万 | 0.05% | 2,132,074 | -24,178 | -1.1% | -$55.92万 | 减仓 |
| HON | HONEYWELL INTL INC | $4,921.15万 | 0.05% | 219,781 | -260,074 | -54.2% | -$5,823.35万 | 减仓 |
| IWS | ISHARES TR | $4,913.13万 | 0.05% | 298,489 | 5,425 | 1.9% | $89.30万 | 加仓 |
| EIX | EDISON INTL | $4,845.99万 | 0.05% | 650,883 | 5,346 | 0.8% | $39.80万 | 加仓 |
| SBUX | STARBUCKS CORP | $4,843.24万 | 0.05% | 473,932 | -50,832 | -9.7% | -$519.47万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $4,839.67万 | 0.05% | 871,753 | -152,009 | -14.8% | -$843.90万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $4,809.92万 | 0.05% | 217,569 | 217,569 | — | $4,809.92万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $4,790.69万 | 0.05% | 493,580 | 281,074 | 132.3% | $2,728.10万 | 加仓 |
| DSI | ISHARES TR | $4,781.01万 | 0.05% | 335,917 | 1,240 | 0.4% | $17.65万 | 加仓 |
| ICSH | ISHARES TR | $4,776.40万 | 0.05% | 944,326 | -26,309 | -2.7% | -$133.07万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4,751.30万 | 0.05% | 34,399 | -6,764 | -16.4% | -$934.27万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $4,736.53万 | 0.05% | 55,202 | 22,422 | 68.4% | $1,923.89万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4,717.53万 | 0.05% | 873,528 | 21,392 | 2.5% | $115.53万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,716.98万 | 0.05% | 322,905 | 50,438 | 18.5% | $736.80万 | 加仓 |