Marathon Mission, Inc.
ALBANY NY · SEC CIK 0001987261
$2.00亿2026Q2 申报市值
57持仓数
74.8%前十大占比 · 第一大 15.0%
5 / 4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
IBHI 新建仓+$514.73万
SPYV 加仓+$189.14万
IBCA 新建仓+$179.78万
ISHARES TR 新建仓+$151.26万
SPYG 加仓+$124.42万
2026Q2 卖出最多 按季末市值估算
IBHF 清仓-$512.65万
IBDU 清仓-$267.07万
XYL 清仓-$33.41万
TMUS 清仓-$20.44万
IBDX 减仓-$19.96万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $3,000.86万 | 14.98% | 493,644 | 31,113 | 6.7% | $189.14万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,903.94万 | 14.49% | 244,049 | 10,456 | 4.5% | $124.42万 | 加仓 |
| XSOE | WISDOMTREE TR | $2,514.07万 | 12.55% | 511,198 | 3,042 | 0.6% | $14.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,217.62万 | 11.07% | 311,245 | 4,205 | 1.4% | $29.96万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $1,189.29万 | 5.94% | 125,387 | 2,391 | 1.9% | $22.68万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $931.21万 | 4.65% | 83,077 | 3,431 | 4.3% | $38.46万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $594.70万 | 2.97% | 54,505 | 732 | 1.4% | $7.99万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $577.09万 | 2.88% | 48,442 | 1,773 | 3.8% | $21.12万 | 加仓 |
| — | ISHARES TR | $532.63万 | 2.66% | 201,259 | -2,316 | -1.1% | -$6.13万 | 减仓 |
| IBDX | ISHARES TR | $525.93万 | 2.63% | 208,786 | -7,922 | -3.7% | -$19.96万 | 减仓 |
| IBHI | ISHARES TR | $514.73万 | 2.57% | 220,063 | 220,063 | — | $514.73万 | 新建仓 |
| AVGO | BROADCOM INC | $334.91万 | 1.67% | 8,866 | -62 | -0.7% | -$2.34万 | 减仓 |
| IBDT | ISHARES TR | $266.40万 | 1.33% | 105,504 | -226 | -0.2% | -$5,706 | 减仓 |
| IBDS | ISHARES TR | $266.38万 | 1.33% | 109,984 | -568 | -0.5% | -$1.38万 | 减仓 |
| IBDW | ISHARES TR | $262.60万 | 1.31% | 126,006 | -4,560 | -3.5% | -$9.50万 | 减仓 |
| IBDZ | ISHARES TR | $260.91万 | 1.30% | 100,156 | -1,653 | -1.6% | -$4.31万 | 减仓 |
| IBDY | ISHARES TR | $257.95万 | 1.29% | 100,193 | -851 | -0.8% | -$2.19万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $231.18万 | 1.15% | 11,554 | 1,666 | 16.8% | $33.33万 | 加仓 |
| IBCA | ISHARES TR | $179.78万 | 0.90% | 70,199 | 70,199 | — | $179.78万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $169.69万 | 0.85% | 3,916 | 25 | 0.6% | $1.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $159.27万 | 0.79% | 3,335 | -30 | -0.9% | -$1.43万 | 减仓 |
| — | ISHARES TR | $151.26万 | 0.76% | 60,121 | 60,121 | — | $151.26万 | 新建仓 |
| AAPL | APPLE INC | $140.95万 | 0.70% | 4,871 | 55 | 1.1% | $1.59万 | 加仓 |
| ASML | ASML HLDG NV | $115.19万 | 0.57% | 579 | -5 | -0.9% | -$9,947 | 减仓 |
| GOOGL | ALPHABET INC | $104.17万 | 0.52% | 2,915 | 1 | 0.0% | $357 | 加仓 |
| ABBV | ABBVIE INC | $96.98万 | 0.48% | 3,854 | 4 | 0.1% | $1,007 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $81.80万 | 0.41% | 2,746 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $78.79万 | 0.39% | 779 | 12 | 1.6% | $1.21万 | 加仓 |
| HAS | HASBRO INC | $75.59万 | 0.38% | 9,152 | 128 | 1.4% | $1.06万 | 加仓 |
| WMT | WALMART INC | $75.31万 | 0.38% | 6,649 | 84 | 1.3% | $9,514 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $73.84万 | 0.37% | 2,999 | 177 | 6.3% | $4.36万 | 加仓 |
| FLS | FLOWSERVE CORP | $71.93万 | 0.36% | 9,699 | -10 | -0.1% | -$742 | 减仓 |
| ETN | EATON CORP PLC | $67.03万 | 0.33% | 1,573 | 213 | 15.7% | $9.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $64.68万 | 0.32% | 1,734 | -252 | -12.7% | -$9.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.55万 | 0.32% | 2,260 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $62.76万 | 0.31% | 6,802 | 225 | 3.4% | $2.08万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.94万 | 0.30% | 1,049 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $59.83万 | 0.30% | 6,522 | 769 | 13.4% | $7.05万 | 加仓 |
| MTB | M & T BK CORP | $59.81万 | 0.30% | 2,513 | 211 | 9.2% | $5.02万 | 加仓 |
| AMZN | AMAZON COM INC | $55.63万 | 0.28% | 2,334 | 1 | 0.0% | $238 | 加仓 |
| BLK | BLACKROCK INC | $55.58万 | 0.28% | 578 | -40 | -6.5% | -$3.85万 | 减仓 |
| EBAY | EBAY INC. | $52.73万 | 0.26% | 4,719 | 143 | 3.1% | $1.60万 | 加仓 |
| MGK | VANGUARD WORLD FD | $51.34万 | 0.26% | 5,840 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $46.74万 | 0.23% | 1,396 | 1 | 0.1% | $335 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $45.03万 | 0.22% | 730 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $38.65万 | 0.19% | 4,398 | -52 | -1.2% | -$4,570 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $33.12万 | 0.17% | 2,566 | 93 | 3.8% | $1.20万 | 加仓 |
| AN | AUTONATION INC | $31.21万 | 0.16% | 1,680 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.67万 | 0.15% | 868 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $29.33万 | 0.15% | 1,488 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $27.95万 | 0.14% | 233 | 15 | 6.9% | $1.80万 | 加仓 |
| P | EVERPURE INC | $27.83万 | 0.14% | 3,532 | -706 | -16.7% | -$5.56万 | 减仓 |
| CGNX | COGNEX CORP | $27.29万 | 0.14% | 3,768 | 3,768 | — | $27.29万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.74万 | 0.11% | 642 | 1 | 0.2% | $354 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $21.55万 | 0.11% | 767 | 767 | — | $21.55万 | 新建仓 |
| V | VISA INC | $21.13万 | 0.11% | 616 | 4 | 0.7% | $1,372 | 重新持有 |
| CACI | CACI INTL INC | $20.52万 | 0.10% | 443 | -19 | -4.1% | -$8,802 | 减仓 |
| IBHF | ISHARES TR | $0 | 0.00% | 0 | -223,377 | -100.0% | -$512.65万 | 清仓 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -114,818 | -100.0% | -$267.07万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -2,796 | -100.0% | -$33.41万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -973 | -100.0% | -$20.44万 | 清仓 |