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 |
|---|---|---|---|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES CORP | $1,370.50万 | 0.01% | 151,503 | -34,963 | -18.8% | -$316.28万 | 减仓 |
| KMX | CARMAX INC | $1,370.16万 | 0.01% | 259,057 | -97,618 | -27.4% | -$516.31万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $1,366.22万 | 0.01% | 359,029 | -94,664 | -20.9% | -$360.23万 | 减仓 |
| VEEV | VEEVA SYS INC | $1,360.49万 | 0.01% | 76,656 | -11,374 | -12.9% | -$201.87万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1,357.84万 | 0.01% | 17,085 | 418 | 2.5% | $33.22万 | 加仓 |
| BN | BROOKFIELD CORP | $1,354.15万 | 0.01% | 317,954 | -16,632 | -5.0% | -$70.84万 | 减仓 |
| VTR | VENTAS INC | $1,353.63万 | 0.01% | 152,432 | -46,183 | -23.3% | -$410.12万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,344.14万 | 0.01% | 252,705 | -121,327 | -32.4% | -$645.34万 | 减仓 |
| THO | THOR INDS INC | $1,343.21万 | 0.01% | 178,736 | 68,594 | 62.3% | $515.49万 | 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 |
| NBIS | NEBIUS GROUP N.V. | $1,340.98万 | 0.01% | 48,567 | 16,237 | 50.2% | $448.32万 | 加仓 |
| TWLO | TWILIO INC | $1,340.12万 | 0.01% | 64,972 | 55,166 | 562.6% | $1,137.86万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,339.06万 | 0.01% | 78,403 | 78,403 | — | $1,339.06万 | 新建仓 |
| KVUE | KENVUE INC | $1,336.41万 | 0.01% | 699,341 | -18,918 | -2.6% | -$36.15万 | 减仓 |
| EBAY | EBAY INC. | $1,336.19万 | 0.01% | 119,576 | 48,193 | 67.5% | $538.53万 | 加仓 |
| SCZ | ISHARES TR | $1,328.56万 | 0.01% | 161,488 | -2,491 | -1.5% | -$20.49万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $1,315.29万 | 0.01% | 517,017 | -15,164 | -2.8% | -$38.58万 | 减仓 |
| MSTR | STRATEGY INC | $1,307.94万 | 0.01% | 150,453 | 38,604 | 34.5% | $335.60万 | 加仓 |
| JBL | JABIL INC | $1,301.52万 | 0.01% | 33,780 | 18,799 | 125.5% | $724.31万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,299.56万 | 0.01% | 255,920 | 17,072 | 7.1% | $86.69万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,298.51万 | 0.01% | 23,965 | -3,972 | -14.2% | -$215.22万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $1,293.23万 | 0.01% | 211,657 | -40,551 | -16.1% | -$247.77万 | 减仓 |
| IBDV | ISHARES TR | $1,291.90万 | 0.01% | 592,613 | -63,603 | -9.7% | -$138.65万 | 减仓 |
| GOVT | ISHARES TR | $1,283.49万 | 0.01% | 563,429 | -427,437 | -43.1% | -$973.70万 | 减仓 |
| POOL | POOL CORP | $1,283.14万 | 0.01% | 59,716 | 59,716 | — | $1,283.14万 | 新建仓 |
| WELL | WELLTOWER INC | $1,281.24万 | 0.01% | 56,452 | -39,130 | -40.9% | -$888.10万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $1,280.97万 | 0.01% | 55,511 | -6,135 | -10.0% | -$141.57万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1,280.76万 | 0.01% | 84,820 | 84,820 | — | $1,280.76万 | 新建仓 |
| SLV | ISHARES SILVER TR | $1,275.25万 | 0.01% | 238,508 | -85,514 | -26.4% | -$457.23万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,274.43万 | 0.01% | 253,720 | 10,778 | 4.4% | $54.14万 | 加仓 |
| D | DOMINION ENERGY INC | $1,268.51万 | 0.01% | 185,745 | 113,009 | 155.4% | $771.77万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1,267.90万 | 0.01% | 278,538 | 91,599 | 49.0% | $416.96万 | 加仓 |
| PCAR | PACCAR INC | $1,250.67万 | 0.01% | 104,119 | -35,896 | -25.6% | -$431.18万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,249.27万 | 0.01% | 129,966 | 88,092 | 210.4% | $846.77万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1,248.73万 | 0.01% | 223,907 | -2,943 | -1.3% | -$16.41万 | 减仓 |
| DOCU | DOCUSIGN INC | $1,235.24万 | 0.01% | 277,977 | 124,209 | 80.8% | $551.95万 | 加仓 |
| MKSI | MKS INC. | $1,233.60万 | 0.01% | 27,755 | 6,499 | 30.6% | $288.86万 | 加仓 |
| NYF | ISHARES TR | $1,228.66万 | 0.01% | 227,931 | 1,724 | 0.8% | $9.29万 | 加仓 |
| CRWV | COREWEAVE INC | $1,219.01万 | 0.01% | 122,471 | 41,012 | 50.3% | $408.21万 | 加仓 |
| EFAV | ISHARES TR | $1,218.36万 | 0.01% | 138,907 | -19,369 | -12.2% | -$169.89万 | 减仓 |
| IBDW | ISHARES TR | $1,215.75万 | 0.01% | 583,372 | -66,206 | -10.2% | -$137.97万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $1,213.93万 | 0.01% | 196,536 | 21,079 | 12.0% | $130.20万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1,209.91万 | 0.01% | 45,004 | -26,270 | -36.9% | -$706.26万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1,204.60万 | 0.01% | 213,708 | -6,514 | -3.0% | -$36.72万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,197.82万 | 0.01% | 97,297 | -8,967 | -8.4% | -$110.39万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $1,196.63万 | 0.01% | 160,542 | 73,348 | 84.1% | $546.71万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1,193.84万 | 0.01% | 1,129,388 | 889,938 | 371.7% | $940.72万 | 加仓 |
| FIVE | FIVE BELOW INC | $1,188.61万 | 0.01% | 66,114 | -24,012 | -26.6% | -$431.69万 | 减仓 |
| UBS | UBS GROUP AG | $1,187.48万 | 0.01% | 239,614 | 11,847 | 5.2% | $58.71万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $1,186.20万 | 0.01% | 405,262 | 142,496 | 54.2% | $417.09万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $1,185.68万 | 0.01% | 311,194 | 276,107 | 786.9% | $1,052.00万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1,182.95万 | 0.01% | 139,862 | -35,347 | -20.2% | -$298.96万 | 减仓 |
| FSLR | FIRST SOLAR INC | $1,182.20万 | 0.01% | 50,102 | -6,045 | -10.8% | -$142.64万 | 减仓 |
| IOO | ISHARES TR | $1,179.87万 | 0.01% | 86,375 | 1,203 | 1.4% | $16.43万 | 加仓 |
| GWW | WW GRAINGER INC | $1,177.16万 | 0.01% | 8,653 | 2,695 | 45.2% | $366.63万 | 加仓 |
| CPAY | CORPAY INC | $1,173.99万 | 0.01% | 35,226 | 13,386 | 61.3% | $446.12万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $1,168.81万 | 0.01% | 2,265,003 | -492,053 | -17.8% | -$253.91万 | 减仓 |
| HPQ | HP INC | $1,168.78万 | 0.01% | 532,580 | 107,965 | 25.4% | $236.94万 | 加仓 |
| OGE | OGE ENERGY CORP | $1,167.64万 | 0.01% | 239,946 | 111,765 | 87.2% | $543.88万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1,167.03万 | 0.01% | 273,180 | -56,857 | -17.2% | -$242.89万 | 减仓 |
| DT | DYNATRACE INC | $1,166.84万 | 0.01% | 265,721 | 189,212 | 247.3% | $830.87万 | 加仓 |
| OSK | OSHKOSH CORP | $1,166.75万 | 0.01% | 76,020 | 52,378 | 221.5% | $803.90万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $1,160.94万 | 0.01% | 127,349 | -17,744 | -12.2% | -$161.76万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,160.11万 | 0.01% | 71,816 | -139,352 | -66.0% | -$2,251.09万 | 减仓 |
| IHDG | WISDOMTREE TR | $1,158.73万 | 0.01% | 221,217 | 1,832 | 0.8% | $9.60万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $1,154.33万 | 0.01% | 52,232 | 52,232 | — | $1,154.33万 | 新建仓 |
| ACWI | ISHARES TR | $1,153.43万 | 0.01% | 73,481 | -3,200 | -4.2% | -$50.23万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $1,152.46万 | 0.01% | 55,722 | 11,051 | 24.7% | $228.56万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $1,150.56万 | 0.01% | 107,086 | -17,006 | -13.7% | -$182.72万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $1,148.76万 | 0.01% | 96,336 | 11,432 | 13.5% | $136.32万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1,140.03万 | 0.01% | 33,698 | -3,697 | -9.9% | -$125.07万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $1,138.58万 | 0.01% | 339,648 | 133,406 | 64.7% | $447.21万 | 加仓 |
| U | UNITY SOFTWARE INC | $1,136.09万 | 0.01% | 397,581 | 333,638 | 521.8% | $953.37万 | 重新持有 |
| ICF | ISHARES TR | $1,135.34万 | 0.01% | 167,866 | -33,314 | -16.6% | -$225.31万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $1,135.09万 | 0.01% | 93,485 | 3,393 | 3.8% | $41.20万 | 加仓 |
| EEMV | ISHARES INC | $1,131.56万 | 0.01% | 150,313 | -12,643 | -7.8% | -$95.18万 | 减仓 |
| IYR | ISHARES TR | $1,131.44万 | 0.01% | 110,655 | -2,397 | -2.1% | -$24.51万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1,128.83万 | 0.01% | 478,697 | 43,509 | 10.0% | $102.60万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,119.41万 | 0.01% | 72,161 | -7,294 | -9.2% | -$113.15万 | 减仓 |
| HGER | HARBOR ETF TRUST | $1,119.37万 | 0.01% | 381,515 | 16,860 | 4.6% | $49.47万 | 加仓 |
| HRB | BLOCK H & R INC | $1,116.21万 | 0.01% | 293,120 | 248,069 | 550.6% | $944.66万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $1,115.22万 | 0.01% | 108,042 | 5,103 | 5.0% | $52.67万 | 加仓 |
| COO | COOPER COS INC | $1,114.95万 | 0.01% | 155,482 | -187,706 | -54.7% | -$1,346.03万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,111.20万 | 0.01% | 281,531 | 28,208 | 11.1% | $111.34万 | 加仓 |
| — | ELECTRONIC ARTS INC | $1,103.89万 | 0.01% | 53,838 | -4,775 | -8.1% | -$97.91万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,102.12万 | 0.01% | 192,607 | -76,294 | -28.4% | -$436.56万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $1,098.85万 | 0.01% | 175,088 | 23,853 | 15.8% | $149.70万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1,098.27万 | 0.01% | 94,046 | -3,431 | -3.5% | -$40.07万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,088.31万 | 0.01% | 122,875 | 45,997 | 59.8% | $407.40万 | 加仓 |
| VCR | VANGUARD WORLD FD | $1,085.86万 | 0.01% | 27,379 | -12,587 | -31.5% | -$499.20万 | 减仓 |
| AA | ALCOA CORP | $1,084.73万 | 0.01% | 208,030 | -20,672 | -9.0% | -$107.79万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $1,084.42万 | 0.01% | 263,272 | -5,358 | -2.0% | -$22.07万 | 减仓 |
| RIO | RIO TINTO PLC | $1,084.13万 | 0.01% | 114,214 | 4,791 | 4.4% | $45.48万 | 加仓 |
| CBRE | CBRE GROUP INC | $1,083.80万 | 0.01% | 80,460 | 48,433 | 151.2% | $652.39万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,082.51万 | 0.01% | 237,965 | -327,237 | -57.9% | -$1,488.61万 | 减仓 |
| FNB | F N B CORP | $1,080.18万 | 0.01% | 566,112 | 156,433 | 38.2% | $298.48万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,072.53万 | 0.01% | 315,487 | -269,883 | -46.1% | -$917.50万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1,072.17万 | 0.01% | 275,169 | 241,467 | 716.5% | $940.86万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,071.38万 | 0.01% | 149,626 | 20,119 | 15.5% | $144.06万 | 加仓 |
| ALB | ALBEMARLE CORP | $1,070.80万 | 0.01% | 79,327 | 3,848 | 5.1% | $51.94万 | 加仓 |