Marathon Wealth Advisors LLC
- SEC CIK
- 0002153211
- 最新申報
- 2026/9/11
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/9/11 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 73
- 較 2025 年第 4 季 0
- 總值
- $2.44 億
- 較 2025 年第 4 季 −$787.8 萬 (−3.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 102,505 | $1,788 萬 | 7.3% | +1,343+1.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 39,213 | $995.2 萬 | 4.1% | +746+1.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 25,471 | $942.9 萬 | 3.9% | +2,004+8.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 43,646 | $909.0 萬 | 3.7% | +1,428+3.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 28,388 | $878.6 萬 | 3.6% | +154+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 19,930 | $870.5 萬 | 3.6% | +1,728+9.5% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 24,255 | $819.7 萬 | 3.4% | +108+0.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 24,707 | $708.7 萬 | 2.9% | −175−0.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,078 | $697.1 萬 | 2.9% | +69+0.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,303 | $669.2 萬 | 2.7% | +303+1.3% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 39,980 | $638.5 萬 | 2.6% | +838+2.1% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 82,567 | $608.0 萬 | 2.5% | +1,557+1.9% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 17,305 | $591.5 萬 | 2.4% | +56+0.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,791 | $577.0 萬 | 2.4% | +241+4.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 18,505 | $559.3 萬 | 2.3% | +556+3.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,314 | $558.3 萬 | 2.3% | +393+1.9% | 加碼 | – |
| CATCaterpillar Inc | Stock | 7,075 | $501.3 萬 | 2.1% | −27−0.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 7,476 | $488.4 萬 | 2.0% | −781−9.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 16,404 | $471.7 萬 | 1.9% | +257+1.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,953 | $455.6 萬 | 1.9% | +118+2.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 44,106 | $424.1 萬 | 1.7% | +1,423+3.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,296 | $420.5 萬 | 1.7% | +348+2.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 21,007 | $392.1 萬 | 1.6% | +1,247+6.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,938 | $388.0 萬 | 1.6% | +10.0% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 12,165 | $387.0 萬 | 1.6% | +105+0.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,729 | $385.0 萬 | 1.6% | +346+5.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 17,772 | $361.5 萬 | 1.5% | +84+0.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,999 | $358.5 萬 | 1.5% | −60−1.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 8,709 | $323.8 萬 | 1.3% | +139+1.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,362 | $322.1 萬 | 1.3% | +433+4.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,484 | $310.7 萬 | 1.3% | +141+2.2% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 13,356 | $292.5 萬 | 1.2% | +749+5.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,182 | $264.9 萬 | 1.1% | +318+2.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 30,851 | $261.7 萬 | 1.1% | −99−0.3% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 9,397 | $254.3 萬 | 1.0% | +455+5.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 11,179 | $252.7 萬 | 1.0% | +284+2.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,596 | $247.7 萬 | 1.0% | +594+3.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,426 | $244.2 萬 | 1.0% | +279+3.9% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 4,800 | $238.0 萬 | 1.0% | +158+3.4% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,753 | $220.1 萬 | 0.9% | −146−3.0% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 26,153 | $205.1 萬 | 0.8% | +248+1.0% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 28,046 | $201.7 萬 | 0.8% | +831+3.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 12,561 | $201.4 萬 | 0.8% | +1,219+10.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,701 | $200.0 萬 | 0.8% | +154+3.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,879 | $184.4 萬 | 0.8% | +17+0.1% | 加碼 | – |
| DHRDanaher Corp | Stock | 9,670 | $183.3 萬 | 0.8% | +307+3.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 8,600 | $170.5 萬 | 0.7% | +565+7.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 16,199 | $169.4 萬 | 0.7% | +3,121+23.9% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 12,698 | $150.1 萬 | 0.6% | +610+5.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,563 | $141.2 萬 | 0.6% | +887+15.6% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 5,620 | $136.6 萬 | 0.6% | +187+3.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,510 | $134.7 萬 | 0.6% | +164+3.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,117 | $124.5 萬 | 0.5% | +25+0.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 12,882 | $115.4 萬 | 0.5% | −941−6.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 9,844 | $91.4 萬 | 0.4% | +186+1.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,617 | $82.2 萬 | 0.3% | +30.0% | 加碼 | 歷史 |
| IESCIES Holdings, Inc. | COM | 1,717 | $81.8 萬 | 0.3% | −20−1.2% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,686 | $73.1 萬 | 0.3% | +7+0.3% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,302 | $64.3 萬 | 0.3% | +7+0.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,437 | $64.1 萬 | 0.3% | +361+8.9% | 加碼 | 歷史 |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 12,459 | $62.4 萬 | 0.3% | 00.0% | 不變 | – |
| ROPRoper Technologies Inc | Stock | 1,690 | $59.8 萬 | 0.2% | +248+17.2% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,898 | $59.6 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,803 | $57.8 萬 | 0.2% | +253+16.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,208 | $52.0 萬 | 0.2% | +36+3.1% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 9,113 | $46.1 萬 | 0.2% | −488−5.1% | 減碼 | – |
| CVXChevron Corp | Stock | 2,224 | $46.0 萬 | 0.2% | +262+13.4% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,042 | $29.9 萬 | 0.1% | +4+0.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,496 | $29.3 萬 | 0.1% | +243+19.4% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,893 | $22.3 萬 | 0.1% | +3+0.1% | 加碼 | – |
| CDNSCadence Design Systems Inc | Stock | 769 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 535 | $20.5 萬 | 0.1% | +535 | 新進 | – |
| INTUIntuit Inc. | Stock | 474 | $20.5 萬 | 0.1% | −51−9.7% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（1 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 54,811 | $178.8 萬 | 0.7% | – |