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 |
|---|---|---|---|---|---|---|---|---|
| BHP | BHP BILLITON LIMITED | $1,070.79万 | 0.01% | 128,577 | 2,481 | 2.0% | $20.66万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $1,070.21万 | 0.01% | 149,679 | -2,554 | -1.7% | -$18.26万 | 减仓 |
| MKC | MCCORMICK & CO INC | $1,069.67万 | 0.01% | 212,126 | 148,793 | 234.9% | $750.30万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1,061.48万 | 0.01% | 44,685 | -26,133 | -36.9% | -$620.78万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $1,059.41万 | 0.01% | 101,346 | 51,648 | 103.9% | $539.90万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1,058.97万 | 0.01% | 1,105,423 | 40,369 | 3.8% | $38.67万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1,058.62万 | 0.01% | 245,097 | -59,270 | -19.5% | -$256.00万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,057.33万 | 0.01% | 98,696 | -31,059 | -23.9% | -$332.74万 | 减仓 |
| BYLD | ISHARES TR | $1,057.21万 | 0.01% | 466,759 | 140,920 | 43.2% | $319.18万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,054.79万 | 0.01% | 216,768 | -43,722 | -16.8% | -$212.75万 | 减仓 |
| IUSV | ISHARES TR | $1,054.28万 | 0.01% | 95,713 | -11,154 | -10.4% | -$122.86万 | 减仓 |
| CLH | CLEAN HARBORS INC | $1,051.89万 | 0.01% | 35,210 | -1,817 | -4.9% | -$54.28万 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1,048.19万 | 0.01% | 952,896 | 315,602 | 49.5% | $347.16万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $1,046.90万 | 0.01% | 35,365 | 6,509 | 22.6% | $192.68万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,044.01万 | 0.01% | 20,499 | -14,378 | -41.2% | -$732.27万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $1,042.50万 | 0.01% | 80,757 | 41,696 | 106.7% | $538.26万 | 加仓 |
| TPR | TAPESTRY INC | $1,040.40万 | 0.01% | 71,076 | -24,550 | -25.7% | -$359.36万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $1,040.10万 | 0.01% | 485,122 | 19,592 | 4.2% | $42.01万 | 加仓 |
| FFIV | F5 INC | $1,039.50万 | 0.01% | 24,992 | 19,398 | 346.8% | $806.83万 | 加仓 |
| ACWV | ISHARES INC | $1,034.21万 | 0.01% | 86,019 | -2,118 | -2.4% | -$25.46万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,033.64万 | 0.01% | 17,924 | -10,675 | -37.3% | -$615.60万 | 减仓 |
| SUSB | ISHARES TR | $1,030.00万 | 0.01% | 412,165 | -7,084 | -1.7% | -$17.70万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,028.52万 | 0.01% | 213,741 | -80,256 | -27.3% | -$386.19万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,028.37万 | 0.01% | 22,402 | -7,261 | -24.5% | -$333.32万 | 减仓 |
| CR | CRANE COMPANY | $1,026.36万 | 0.01% | 46,015 | 8,016 | 21.1% | $178.80万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $1,024.29万 | 0.01% | 399,492 | -90,542 | -18.5% | -$232.15万 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $1,024.12万 | 0.01% | 119,278 | -3,852 | -3.1% | -$33.07万 | 减仓 |
| WY | WEYERHAEUSER CO | $1,022.58万 | 0.01% | 427,133 | 43,757 | 11.4% | $104.76万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,019.09万 | 0.01% | 92,839 | -11,348 | -10.9% | -$124.57万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,017.55万 | 0.01% | 101,681 | 6,413 | 6.7% | $64.18万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,013.49万 | 0.01% | 386,385 | -307,089 | -44.3% | -$805.49万 | 减仓 |
| CSGP | COSTAR GROUP INC | $1,011.45万 | 0.01% | 357,114 | 247,575 | 226.0% | $701.20万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,007.73万 | 0.01% | 85,260 | 65,213 | 325.3% | $770.79万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,002.60万 | 0.01% | 423,395 | 22,830 | 5.7% | $54.06万 | 加仓 |
| BALL | BALL CORP | $1,001.67万 | 0.01% | 160,537 | 1,958 | 1.2% | $12.22万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $997.69万 | 0.01% | 64,663 | 3,667 | 6.0% | $56.58万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $997.55万 | 0.01% | 105,171 | -15,047 | -12.5% | -$142.72万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $997.18万 | 0.01% | 46,893 | -13,285 | -22.1% | -$282.51万 | 减仓 |
| DLTR | DOLLAR TREE INC | $997.04万 | 0.01% | 82,432 | 4,344 | 5.6% | $52.54万 | 加仓 |
| TQQQ | PROSHARES TR | $996.41万 | 0.01% | 123,013 | -66,793 | -35.2% | -$541.02万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $994.73万 | 0.01% | 250,689 | 55,219 | 28.2% | $219.11万 | 加仓 |
| SGOL | ETFS GOLD TR | $994.08万 | 0.01% | 260,026 | 33,931 | 15.0% | $129.72万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $993.39万 | 0.01% | 235,345 | -47,520 | -16.8% | -$200.58万 | 减仓 |
| SMMD | ISHARES TR | $987.22万 | 0.01% | 107,740 | 16,896 | 18.6% | $154.82万 | 加仓 |
| DINO | HF SINCLAIR CORP | $984.06万 | 0.01% | 141,281 | 17,570 | 14.2% | $122.38万 | 加仓 |
| TREX | TREX INC | $983.62万 | 0.01% | 196,562 | 12,795 | 7.0% | $64.03万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $983.58万 | 0.01% | 39,420 | 25,950 | 192.7% | $647.49万 | 加仓 |
| HQY | HEALTHEQUITY INC | $983.50万 | 0.01% | 108,898 | 39,830 | 57.7% | $359.72万 | 加仓 |
| IVZ | INVESCO LTD | $983.42万 | 0.01% | 372,650 | 5,274 | 1.4% | $13.92万 | 加仓 |
| B | BARRICK MNG CORP | $977.40万 | 0.01% | 266,100 | -31,720 | -10.7% | -$116.51万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $968.26万 | 0.01% | 234,372 | -112,830 | -32.5% | -$466.13万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $965.33万 | 0.01% | 88,473 | -9,913 | -10.1% | -$108.16万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $964.08万 | 0.01% | 43,980 | -627 | -1.4% | -$13.74万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $963.98万 | 0.01% | 208,690 | -45,917 | -18.0% | -$212.10万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $963.27万 | 0.01% | 184,930 | 155,828 | 535.5% | $811.69万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $959.88万 | 0.01% | 67,490 | 62,373 | 1,218.9% | $887.10万 | 加仓 |
| HEFA | ISHARES TR | $958.89万 | 0.01% | 204,354 | -677,064 | -76.8% | -$3,177.00万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $958.59万 | 0.01% | 175,521 | 13,974 | 8.7% | $76.32万 | 加仓 |
| STE | STERIS PLC | $955.50万 | 0.01% | 45,375 | 9,892 | 27.9% | $208.30万 | 加仓 |
| TRGP | TARGA RES CORP | $954.16万 | 0.01% | 35,584 | 34,285 | 2,639.3% | $919.33万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $951.40万 | 0.01% | 236,491 | -17,578 | -6.9% | -$70.72万 | 减仓 |
| HUBS | HUBSPOT INC | $950.96万 | 0.01% | 52,102 | 16,726 | 47.3% | $305.28万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $949.55万 | 0.01% | 193,432 | 2,671 | 1.4% | $13.11万 | 加仓 |
| CRH | CRH PLC | $942.98万 | 0.01% | 88,124 | -79,580 | -47.5% | -$851.56万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $938.72万 | 0.01% | 53,126 | -1,492 | -2.7% | -$26.36万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $935.47万 | 0.01% | 94,212 | -35,831 | -27.6% | -$355.78万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $931.58万 | 0.01% | 138,481 | 23,342 | 20.3% | $157.02万 | 加仓 |
| MAS | MASCO CORP | $926.09万 | 0.01% | 113,816 | 19,930 | 21.2% | $162.17万 | 加仓 |
| EMB | ISHARES TR | $925.41万 | 0.01% | 95,952 | -9,504 | -9.0% | -$91.66万 | 减仓 |
| XT | ISHARES TR | $922.12万 | 0.01% | 111,596 | -6,486 | -5.5% | -$53.59万 | 减仓 |
| TFI | SPDR SERIES TRUST | $921.65万 | 0.01% | 201,233 | 52,031 | 34.9% | $238.30万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $919.77万 | 0.01% | 66,056 | -6,284 | -8.7% | -$87.50万 | 减仓 |
| IUSG | ISHARES TR | $916.31万 | 0.01% | 48,727 | -19,352 | -28.4% | -$363.91万 | 减仓 |
| VST | VISTRA CORP | $915.59万 | 0.01% | 57,706 | -26,879 | -31.8% | -$426.48万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $915.19万 | 0.01% | 203,125 | -43,466 | -17.6% | -$195.84万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $913.43万 | 0.01% | 51,963 | -24,386 | -31.9% | -$428.67万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $910.94万 | 0.01% | 226,926 | -639 | -0.3% | -$2.57万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $907.75万 | 0.01% | 25,602 | -7,500 | -22.7% | -$265.92万 | 减仓 |
| ILCG | ISHARES TR | $906.91万 | 0.01% | 77,535 | -64,813 | -45.5% | -$758.10万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $906.27万 | 0.01% | 304,936 | -117,161 | -27.8% | -$348.20万 | 减仓 |
| IGV | ISHARES TR | $900.82万 | 0.01% | 99,428 | -18,046 | -15.4% | -$163.50万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $899.02万 | 0.01% | 177,914 | -13,264 | -6.9% | -$67.02万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $898.59万 | 0.01% | 502,570 | -332,706 | -39.8% | -$594.88万 | 减仓 |
| LASR | NLIGHT INC | $897.81万 | 0.01% | 128,966 | -11,066 | -7.9% | -$77.04万 | 减仓 |
| VMI | VALMONT INDS INC | $896.59万 | 0.01% | 15,523 | -1,055 | -6.4% | -$60.94万 | 减仓 |
| GL | GLOBE LIFE INC | $896.30万 | 0.01% | 50,162 | 1,981 | 4.1% | $35.40万 | 加仓 |
| LINE | LINEAGE INC | $895.87万 | 0.01% | 207,124 | 131,934 | 175.5% | $570.65万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $894.86万 | 0.01% | 144,215 | 58,913 | 69.1% | $365.56万 | 加仓 |
| PODD | INSULET CORP | $894.51万 | 0.01% | 58,740 | 15,839 | 36.9% | $241.20万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $893.07万 | 0.01% | 30,501 | 18,078 | 145.5% | $529.32万 | 加仓 |
| IBTG | ISHARES TR | $893.07万 | 0.01% | 390,157 | 7,136 | 1.9% | $16.33万 | 加仓 |
| ALL | ALLSTATE CORP | $892.71万 | 0.01% | 37,518 | -37,860 | -50.2% | -$900.84万 | 减仓 |
| SJM | SMUCKER J M CO | $889.89万 | 0.01% | 79,096 | 52,933 | 202.3% | $595.53万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $888.82万 | 0.01% | 97,448 | -17,340 | -15.1% | -$158.16万 | 减仓 |
| EG | EVEREST GROUP LTD | $888.14万 | 0.01% | 24,861 | 4,721 | 23.4% | $168.65万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $884.30万 | 0.01% | 70,181 | -15,997 | -18.6% | -$201.57万 | 减仓 |
| KEX | KIRBY CORP | $883.66万 | 0.01% | 64,988 | 9,896 | 18.0% | $134.56万 | 加仓 |
| NEU | NEWMARKET CORP | $883.26万 | 0.01% | 11,163 | 7,965 | 249.1% | $630.22万 | 加仓 |
| CCJ | CAMECO CORP | $880.40万 | 0.01% | 86,431 | 22,954 | 36.2% | $233.81万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $879.42万 | 0.01% | 394,180 | -68,554 | -14.8% | -$152.94万 | 减仓 |