Marathon Strategic Advisors, LLC
CIK 2021711 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $177.1M
- 持仓
- 50
- 截至
- 2026年6月30日
按 13F 价值排名第 6870（共 9443） · 前 72.8%
投资组合价值同比（季度）：+27.4% 13F不披露现金
- 前十大持仓权重
- 74.89%
- 前二十五大持仓权重
- 93.83%
- 持仓高于 1%
- 18
- 有效持仓数量
- 12.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.78% 估计买入 $15109414 · 卖出 $2806285
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 90.9% 仍持有
- 新仓位
- 2
- 增加
- 10
- 减少
- 17
- 已结清
- 4
本页内容
行业细分
Technology
19.6%
N/A
2.2%
Energy
2.0%
Utilities
1.1%
Materials
0.7%
Industrials
0.5%
Health Care
0.4%
Consumer Discretionary
0.3%
Retail
0.3%
Consumer Staples
0.2%
Financials
0.1%
Financial Services
0.1%
其他/未映射
72.5%
完整投资组合 50 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| INTC Intel Corporation - Common Stock | $32625946 | 18.42% | 233660 | $24703507 | 上涨 ×4 | ||
| SPMD | $23220806 | 13.11% | 343706 | $3873137 | 上涨 ×6 | ||
| SPYM | $13477541 | 7.61% | 153363 | $1586822 | 下跌 ×1 | ||
| SPEM | $13060091 | 7.37% | 252223 | $1359698 | 上涨 ×2 | ||
| SPDW | $12236053 | 6.91% | 242827 | $1086816 | 下跌 ×1 | ||
| IVV | $10796664 | 6.09% | 14417 | $1051553 | 下跌 ×3 | ||
| VNQ | $8630524 | 4.87% | 89500 | $1204524 | 上涨 ×6 | ||
| VEA | $7023846 | 3.97% | 98580 | $649676 | 下跌 ×3 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $6092738 | 3.44% | 135847 | $343930 | 上涨 ×6 | ||
| VO | $5491732 | 3.10% | 68161 | $584687 | 上涨 ×1 | ||
| VWO | $5270854 | 2.98% | 88304 | $369610 | 下跌 ×3 | ||
| FRA Blackrock Floating Rate Income Strategies Fund Inc Common Stock | $4817030 | 2.72% | 438310 | $489979 | 上涨 ×6 | ||
| CHI Calamos Convertible Opportunities and Income Fund - Closed End Fund | $3948950 | 2.23% | 293821 | $852322 | 上涨 ×6 | ||
| SPSM | $3237916 | 1.83% | 56146 | $519650 | 下跌 ×1 | ||
| DES | $2724198 | 1.54% | 66967 | $269980 | 下跌 ×1 | ||
| DGS | $2236452 | 1.26% | 34561 | $163361 | 上涨 ×6 | ||
| DLS | $2127037 | 1.20% | 25385 | $71987 | 上涨 ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $1874842 | 1.06% | 13713 | $-451706 | |||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1305717 | 0.74% | 25995 | $-3161 | 下跌 ×3 | ||
| LIN Linde plc - Ordinary Shares | $1200309 | 0.68% | 2313 | $53616 | |||
| COP ConocoPhillips Common Stock | $1070269 | 0.60% | 10295 | $-288671 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $961364 | 0.54% | 7027 | $40264 | |||
| VTI | $942122 | 0.53% | 2546 | $125339 | |||
| VB | $916635 | 0.52% | 3024 | $122231 | 下跌 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $914269 | 0.52% | 2451 | $4080 | 下跌 ×1 | ||
| DON | $881147 | 0.50% | 15590 | $62048 | |||
| IJH | $818986 | 0.46% | 10621 | $101749 | |||
| GDXJ | $689814 | 0.39% | 7021 | $-443484 | 下跌 ×6 | ||
| PSX Phillips 66 Common Stock | $686174 | 0.39% | 4059 | $-53295 | |||
| ROK Rockwell Automation, Inc. Common Stock | $606473 | 0.34% | 1225 | $166845 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $601831 | 0.34% | 5883 | $-14943 | 下跌 ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $590648 | 0.33% | 4666 | $-20345 | |||
| MU Micron Technology, Inc. - Common Stock | $485957 | 0.27% | 421 | 上涨 ×1 | |||
| BC Brunswick Corporation Common Stock | $463320 | 0.26% | 5500 | $63140 | |||
| AMZN Amazon.com, Inc. - Common Stock | $444505 | 0.25% | 1865 | $56081 | |||
| MCK McKesson Corporation Common Stock | $423892 | 0.24% | 561 | $-61575 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $421324 | 0.24% | 8039 | $-6725 | 下跌 ×3 | ||
| AAPL Apple Inc. - Common Stock | $397351 | 0.22% | 1373 | $48879 | |||
| SYK Stryker Corporation Common Stock | $363326 | 0.21% | 1154 | $-15867 | |||
| PPL PPL Corporation Common Stock | $334566 | 0.19% | 9204 | $-17027 | |||
| PEP PepsiCo, Inc. - Common Stock | $321575 | 0.18% | 2375 | $-48792 | 下跌 ×1 | ||
| TT Trane Technologies plc | $312378 | 0.18% | 636 | $38163 | 下跌 ×1 | ||
| SCHF | $299493 | 0.17% | 10812 | $31896 | |||
| IBM International Business Machines Corporation Common Stock | $290490 | 0.16% | 1033 | $40101 | |||
| IWM | $287559 | 0.16% | 957 | $49455 | 下跌 ×1 | ||
| STPZ | $264780 | 0.15% | 4964 | $-3806 | |||
| EEM | $263598 | 0.15% | 3853 | $44774 | |||
| UBSI United Bankshares, Inc. - Common Stock | $255044 | 0.14% | 5565 | $24541 | |||
| EFA | $219415 | 0.12% | 2112 | $3768 | 下跌 ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $212388 | 0.12% | 210 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。