Marathon Wealth Advisors LLC 13F 持仓 · 2026年Q2
Marathon Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 2.92 亿美元。前几大持仓：NVDA（7.04%）、AMAT（4.25%）、TSM（3.97%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $20.6M | 7.04% | 102,811 | 增持 |
| 2 | AMAT | APPLIED MATLS INC | $12.4M | 4.25% | 17,172 | 减持 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.6M | 3.97% | 24,293 | 增持 |
| 4 | AAPL | APPLE INC | $11.4M | 3.89% | 39,328 | 增持 |
| 5 | VUG | VANGUARD INDEX FDS | $11.2M | 3.82% | 129,706 | 增持 |
| 6 | AVGO | BROADCOM INC | $10.7M | 3.67% | 28,439 | 增持 |
| 7 | AMZN | AMAZON COM INC | $10.4M | 3.57% | 43,760 | 增持 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $10.3M | 3.51% | 17,645 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $9.9M | 3.39% | 26,552 | 增持 |
| 10 | QQQ | INVESCO QQQ TR | $9.0M | 3.08% | 12,234 | 增持 |
| 11 | GOOG | ALPHABET INC | $8.7M | 2.96% | 24,534 | 减持 |
| 12 | CAT | CATERPILLAR INC | $7.5M | 2.57% | 7,050 | 减持 |
| 13 | VO | VANGUARD INDEX FDS | $7.4M | 2.53% | 91,722 | 增持 |
| 14 | VB | VANGUARD INDEX FDS | $6.5M | 2.21% | 21,296 | 减持 |
| 15 | V | VISA INC | $6.4M | 2.20% | 18,744 | 增持 |
| 16 | BND | VANGUARD BD INDEX FDS | $6.3M | 2.16% | 86,156 | 增持 |
| 17 | IVV | ISHARES TR | $6.3M | 2.16% | 8,418 | 增持 |
| 18 | TJX | TJX COS INC NEW | $6.1M | 2.09% | 40,354 | 增持 |
| 19 | LLY | ELI LILLY & CO | $6.0M | 2.04% | 4,978 | 增持 |
| 20 | GOOGL | ALPHABET INC | $5.9M | 2.03% | 16,579 | 增持 |
| 21 | ASML | ASML HLDG NV | $5.8M | 2.00% | 2,936 | 减持 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $5.5M | 1.87% | 5,858 | 增持 |
| 23 | ADI | ANALOG DEVICES INC | $4.8M | 1.66% | 12,187 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $4.7M | 1.62% | 14,499 | 增持 |
| 25 | PANW | PALO ALTO NETWORKS INC | $4.5M | 1.53% | 13,115 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR