Marathon Wealth Advisors LLC
- SEC CIK
- 0002153211
- 最新申報
- 2026/9/11
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/9/11 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 76
- 較 2026 年第 1 季 +3
- 總值
- $2.92 億
- 較 2026 年第 1 季 +$4,860 萬 (+19.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 102,811 | $2,057 萬 | 7.0% | +306+0.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 17,172 | $1,242 萬 | 4.2% | −133−0.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 24,293 | $1,160 萬 | 4.0% | +38+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 39,328 | $1,138 萬 | 3.9% | +115+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 129,706 | $1,117 萬 | 3.8% | +10,126+8.5% | 加碼依 6 比 1 拆股換算 | – |
| AVGOBroadcom Inc. | Stock | 28,439 | $1,074 萬 | 3.7% | +51+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 43,760 | $1,043 萬 | 3.6% | +114+0.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 17,645 | $1,025 萬 | 3.5% | −127−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 26,552 | $990.4 萬 | 3.4% | +1,081+4.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,234 | $900.9 萬 | 3.1% | +156+1.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 24,534 | $866.9 萬 | 3.0% | −173−0.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,050 | $750.8 萬 | 2.6% | −25−0.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 91,722 | $739.0 萬 | 2.5% | −1,490−1.6% | 減碼依 4 比 1 拆股換算 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,296 | $645.5 萬 | 2.2% | −18−0.1% | 減碼 | – |
| VVisa Inc. | Stock | 18,744 | $643.1 萬 | 2.2% | +239+1.3% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 86,156 | $632.5 萬 | 2.2% | +3,589+4.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,418 | $630.4 萬 | 2.2% | +942+12.6% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 40,354 | $611.4 萬 | 2.1% | +374+0.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,978 | $597.1 萬 | 2.0% | +25+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,579 | $592.5 萬 | 2.0% | +175+1.1% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,936 | $584.2 萬 | 2.0% | −2−0.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,858 | $548.0 萬 | 1.9% | +67+1.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 12,187 | $484.0 萬 | 1.7% | +22+0.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,499 | $474.6 萬 | 1.6% | +203+1.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 13,115 | $447.2 萬 | 1.5% | +554+4.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,016 | $413.2 萬 | 1.4% | +17+0.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 7,016 | $395.2 萬 | 1.4% | +287+4.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,410 | $391.1 萬 | 1.3% | +13+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 8,768 | $368.8 萬 | 1.3% | +59+0.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 21,267 | $333.2 萬 | 1.1% | +260+1.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,531 | $326.8 萬 | 1.1% | +47+0.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 44,269 | $316.1 萬 | 1.1% | +163+0.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,292 | $309.3 萬 | 1.1% | +110+0.9% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 13,508 | $287.8 萬 | 1.0% | +152+1.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,510 | $284.1 萬 | 1.0% | +148+1.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 30,728 | $274.1 萬 | 0.9% | −123−0.4% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 20,801 | $267.3 萬 | 0.9% | +205+1.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,545 | $266.1 萬 | 0.9% | +119+1.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,896 | $264.7 萬 | 0.9% | +17+0.1% | 加碼 | – |
| LINLinde PLC | Stock | 4,843 | $251.3 萬 | 0.9% | +43+0.9% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,464 | $233.2 萬 | 0.8% | −289−6.1% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 27,218 | $212.1 萬 | 0.7% | +1,065+4.1% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 5,123 | $208.7 萬 | 0.7% | +422+9.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 28,249 | $203.8 萬 | 0.7% | +203+0.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 9,837 | $187.4 萬 | 0.6% | +167+1.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 16,901 | $167.8 萬 | 0.6% | +702+4.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,012 | $165.9 萬 | 0.6% | +449+6.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 5,530 | $140.4 萬 | 0.5% | +20+0.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,123 | $139.5 萬 | 0.5% | +6+0.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 13,128 | $134.2 萬 | 0.5% | +246+1.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | Stock | 5,594 | $125.2 萬 | 0.4% | +5,594 | 新進 | 歷史 |
| IESCIES Holdings, Inc. | COM | 1,697 | $124.7 萬 | 0.4% | −20−1.2% | 減碼 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 5,594 | $123.7 萬 | 0.4% | +5,594 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,530 | $113.4 萬 | 0.4% | −90−1.6% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 8,648 | $107.6 萬 | 0.4% | +48+0.6% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 12,137 | $87.2 萬 | 0.3% | −561−4.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 9,890 | $86.8 萬 | 0.3% | +46+0.5% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,691 | $80.5 萬 | 0.3% | +5+0.2% | 加碼 | – |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 12,459 | $77.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,307 | $75.6 萬 | 0.3% | +5+0.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 6,562 | $74.3 萬 | 0.3% | −55−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,867 | $69.1 萬 | 0.2% | +64+3.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,456 | $65.3 萬 | 0.2% | +19+0.4% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,885 | $53.3 萬 | 0.2% | −13−0.7% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,574 | $53.3 萬 | 0.2% | −116−6.9% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 768 | $50.4 萬 | 0.2% | +233+43.6% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 9,801 | $49.6 萬 | 0.2% | +688+7.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,208 | $44.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,680 | $40.5 萬 | 0.1% | +5,680 | 新進 | – |
| CVXChevron Corp | Stock | 2,197 | $36.4 萬 | 0.1% | −27−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,497 | $32.6 萬 | 0.1% | +1+0.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,045 | $32.4 萬 | 0.1% | +3+0.1% | 加碼 | – |
| CDNSCadence Design Systems Inc | Stock | 769 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,905 | $24.8 萬 | 0.1% | +12+0.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,067 | $24.3 萬 | 0.1% | +4,067 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 215 | $21.7 萬 | 0.1% | +215 | 新進 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。