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Marathon Strategic Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Marathon Strategic Advisors, LLC
报告期 2026-03-31 · CIK 0002021711
持仓数
52
前50大市值合计
$138.6M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
SPMD
SPDR SERIES TRUST MID CAP
COM
$19.3M
326,708
14.0%
SPYM
SPDR SERIES TRUST LARGE CAP
COM
$11.9M
155,353
8.6%
SPEM
SPDR INDEX SHS EMERGING MARKETS
COM
$11.7M
249,422
8.4%
SPDW
SPDR INDEX SHS DEV WORLD EX US
COM
$11.1M
244,233
8.0%
IVV
ISHARES TR CORE S&P500 ETF
COM
$9.7M
14,919
7.0%
INTC
INTEL CORP
COM
$7.9M
179,525
5.7%
VNQ
VANGUARD INDEX REAL ESTATE
COM
$7.4M
83,720
5.4%
VEA
VANGUARD TAX-MANAGED FDS
COM
$6.4M
99,472
4.6%
VNQI
VANGUARD INDEX GLB EX US REAL EST
COM
$5.7M
129,332
4.1%
VO
VANGUARD INDEX MID CAP
COM
$4.9M
17,087
3.5%
VWO
VANGUARD INDEX EMERGING MKT
COM
$4.9M
90,680
3.5%
XFRAX
BLACKROCK FLOATING RATE INCO
COM
$4.3M
392,654
3.1%
CHI
CALAMOS CONV OPPORTUNITIES &
COM
$3.1M
288,327
2.2%
SPSM
SPDR SERIES TRUST SMALL CAP
COM
$2.7M
56,255
2.0%
DES
WISDOMTREE TR US SMALLCAP DIVD
COM
$2.5M
68,287
1.8%
—
EXXON MOBIL CORP
COM
$2.3M
13,713
1.7%
DGS
WISDOMTREE TR EMG MKTS SMCAP
COM
$2.1M
34,494
1.5%
DLS
WISDOMTREE TR INTL SMCAP DIV
COM
$2.1M
25,215
1.5%
COP
CONOCOPHILLIPS
COM
$1.4M
10,295
1.0%
VTIP
VANGUARD STRMINF PROT SEC INDEX
COM
$1.3M
26,204
0.9%
—
LINDE PLC
COM
$1.1M
2,313
0.8%
GDXJ
VANECK JUNIOR GOLD MINERS ETF
COM
$1.1M
9,441
0.8%
AEP
AMERICAN ELEC PWR CO INC
COM
$921.1K
7,027
0.7%
MSFT
MICROSOFT CORP
COM
$910.2K
2,459
0.7%
DON
WISDOMTREE TR US MIDCAP DIVID
COM
$819.1K
15,590
0.6%
VTI
VANGUARD INDEX TOTAL STK MKT
COM
$816.8K
2,546
0.6%
VB
VANGUARD INDEX SMALL CP
COM
$794.4K
3,033
0.6%
—
CREDO TECHNOLOGY GROUP HOLDI
COM
$794.0K
8,458
0.6%
PSX
PHILLIPS 66
COM
$739.5K
4,059
0.5%
IJH
ISHARES TR CORE S&P MCP ETF
COM
$717.2K
10,621
0.5%
EMXC
ISHARES INC MSCI EMRG CHN
COM
$616.8K
7,841
0.4%
DUK
DUKE ENERGY CORP NEW
COM
$611.0K
4,666
0.4%
MCK
MCKESSON CORP
COM
$485.5K
561
0.4%
ROK
ROCKWELL AUTOMATION INC
COM
$439.6K
1,225
0.3%
IGSB
ISHARES TR 1-5YR INVS
COM
$428.0K
8,144
0.3%
BC
BRUNSWICK CORP
COM
$400.2K
5,500
0.3%
AMZN
AMAZON COM INC
COM
$388.4K
1,865
0.3%
SYK
STRYKER CORPORATION
COM
$379.2K
1,154
0.3%
PEP
PEPSICO INC
COM
$370.4K
2,385
0.3%
PPL
PPL CORP
COM
$351.6K
9,204
0.3%
AAPL
APPLE INC
COM
$348.5K
1,373
0.3%
—
TRANE TECHNOLOGIES PLC
COM
$274.2K
658
0.2%
STPZ
PIMCO ETF TR
COM
$268.6K
4,964
0.2%
SCHF
SCHWAB STRATEGIC TR
COM
$267.6K
10,812
0.2%
IBM
INTERNATIONAL BUSINESS MACHS
COM
$250.4K
1,033
0.2%
IWM
ISHARES TR RUSSELL 2000 ETF
COM
$238.1K
960
0.2%
UBSI
UNITED BANKSHARES INC WEST V
COM
$230.5K
5,565
0.2%
SHEL
SHELL PLC
COM
$221.6K
2,383
0.2%
EEM
ISHARES TR MSCI EMG MKT ETF
COM
$218.8K
3,853
0.2%
EFA
ISHARES TR MSCI EAFE ETF
COM
$215.6K
2,220
0.2%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
52%
前 6 大占比
SPMD
14.0%
SPYM
8.6%
SPEM
8.4%
SPDW
8.0%
IVV
7.0%
INTC
5.7%
其他
48.2%
