Marathon Strategic Advisors, LLC
PITTSBURGH PA · SEC CIK 0002021711
$1.39亿2026Q1 申报市值
52持仓数
69.2%前十大占比 · 第一大 13.9%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTC 加仓+$307.10万
SPMD 加仓+$150.87万
VNQ 加仓+$65.45万
SPYM 加仓+$43.48万
SPEM 加仓+$40.46万
2026Q1 卖出最多 按季末市值估算
GDXJ 减仓-$40.75万
VTI 减仓-$24.48万
CRDO 减仓-$18.77万
IVV 减仓-$6.21万
SYK 减仓-$3.06万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ACGL | ARCH CAP GROUP LTD | $20.68万 | 0.15% | 2,155 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $21.28万 | 0.15% | 4,613 | 4,613 | — | $21.28万 | 新建仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $21.56万 | 0.16% | 2,220 | -43 | -1.9% | -$4,177 | 减仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $21.88万 | 0.16% | 3,853 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $22.16万 | 0.16% | 2,383 | 2,383 | — | $22.16万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $23.05万 | 0.17% | 5,565 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $23.81万 | 0.17% | 960 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.04万 | 0.18% | 1,033 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $26.76万 | 0.19% | 10,812 | -293 | -2.6% | -$7,252 | 减仓 |
| STPZ | PIMCO ETF TR | $26.86万 | 0.19% | 4,964 | -30 | -0.6% | -$1,623 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $27.42万 | 0.20% | 658 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $34.85万 | 0.25% | 1,373 | 90 | 7.0% | $2.28万 | 加仓 |
| PPL | PPL CORP | $35.16万 | 0.25% | 9,204 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $37.04万 | 0.27% | 2,385 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $37.92万 | 0.27% | 1,154 | -93 | -7.5% | -$3.06万 | 减仓 |
| AMZN | AMAZON COM INC | $38.84万 | 0.28% | 1,865 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $40.02万 | 0.29% | 5,500 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR 1-5YR INVS | $42.80万 | 0.31% | 8,144 | -512 | -5.9% | -$2.69万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $43.96万 | 0.32% | 1,225 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $48.55万 | 0.35% | 561 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $61.10万 | 0.44% | 4,666 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC MSCI EMRG CHN | $61.68万 | 0.44% | 7,841 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR CORE S&P MCP ETF | $71.72万 | 0.52% | 10,621 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $73.95万 | 0.53% | 4,059 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $79.40万 | 0.57% | 8,458 | -2,000 | -19.1% | -$18.77万 | 减仓 |
| VB | VANGUARD INDEX SMALL CP | $79.44万 | 0.57% | 3,033 | -2 | -0.1% | -$524 | 减仓 |
| VTI | VANGUARD INDEX TOTAL STK MKT | $81.68万 | 0.59% | 2,546 | -763 | -23.1% | -$24.48万 | 减仓 |
| DON | WISDOMTREE TR US MIDCAP DIVID | $81.91万 | 0.59% | 15,590 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $91.02万 | 0.65% | 2,459 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $92.11万 | 0.66% | 7,027 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $113.33万 | 0.82% | 9,441 | -3,395 | -26.4% | -$40.75万 | 减仓 |
| LIN | LINDE PLC | $114.67万 | 0.82% | 2,313 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD STRMINF PROT SEC INDEX | $130.89万 | 0.94% | 26,204 | -217 | -0.8% | -$1.08万 | 减仓 |
| COP | CONOCOPHILLIPS | $135.89万 | 0.98% | 10,295 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR INTL SMCAP DIV | $205.50万 | 1.48% | 25,215 | 588 | 2.4% | $4.79万 | 加仓 |
| DGS | WISDOMTREE TR EMG MKTS SMCAP | $207.31万 | 1.49% | 34,494 | 1,095 | 3.3% | $6.58万 | 加仓 |
| — | EXXON MOBIL CORP | $232.65万 | 1.67% | 13,713 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR US SMALLCAP DIVD | $245.42万 | 1.77% | 68,287 | 1,688 | 2.5% | $6.07万 | 加仓 |
| SPSM | SPDR SERIES TRUST SMALL CAP | $271.83万 | 1.95% | 56,255 | 1,741 | 3.2% | $8.41万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $309.66万 | 2.23% | 288,327 | 11,401 | 4.1% | $12.24万 | 加仓 |
| — | BLACKROCK FLOATING RATE INCO | $432.71万 | 3.11% | 392,654 | 23,411 | 6.3% | $25.80万 | 加仓 |
| VWO | VANGUARD INDEX EMERGING MKT | $490.12万 | 3.52% | 90,680 | -74 | -0.1% | -$4,000 | 减仓 |
| VO | VANGUARD INDEX MID CAP | $490.70万 | 3.53% | 17,087 | -21 | -0.1% | -$6,031 | 减仓 |
| VNQI | VANGUARD INDEX GLB EX US REAL EST | $574.88万 | 4.13% | 129,332 | 4,692 | 3.8% | $20.86万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $637.42万 | 4.58% | 99,472 | -255 | -0.3% | -$1.63万 | 减仓 |
| VNQ | VANGUARD INDEX REAL ESTATE | $742.60万 | 5.34% | 83,720 | 7,379 | 9.7% | $65.45万 | 加仓 |
| INTC | INTEL CORP | $792.24万 | 5.70% | 179,525 | 69,589 | 63.3% | $307.10万 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $974.51万 | 7.01% | 14,919 | -95 | -0.6% | -$6.21万 | 减仓 |
| SPDW | SPDR INDEX SHS DEV WORLD EX US | $1,114.92万 | 8.02% | 244,233 | 4,834 | 2.0% | $22.07万 | 加仓 |
| SPEM | SPDR INDEX SHS EMERGING MARKETS | $1,170.04万 | 8.41% | 249,422 | 8,625 | 3.6% | $40.46万 | 加仓 |
| SPYM | SPDR SERIES TRUST LARGE CAP | $1,189.07万 | 8.55% | 155,353 | 5,681 | 3.8% | $43.48万 | 加仓 |
| SPMD | SPDR SERIES TRUST MID CAP | $1,934.77万 | 13.91% | 326,708 | 25,476 | 8.5% | $150.87万 | 加仓 |