MW
Mariner Wealth Advisors-Cincinnati, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$18.1亿
申报季度: 2018-09-30 · 持股只数: 285
Mariner Wealth Advisors-Cincinnati, LLC在最新一期 13F 报告中披露了 285 项持股，申报期为 2018-09-30，总持股市值约为 US$18.1亿，季度换手率为 22.6%。
机构性格雪花图
- 集中度
- 7.19
- 持仓稳定性
- 22.63
- 动能／逆势
- 100
- 行业集中度
- 52.48
- 多样化
- 100
- 仓位均衡度
- 79.71
近期动向
减仓 EEM
-93.3% -US$5109.7万
加仓 AAPL
+128.7% US$1757.6万
减仓 GIS
-81.5% -US$1298.6万
加仓 CI
+270.2% US$1359.3万
加仓 KSUEUR
+2375.4% US$1333.7万
加仓 IVV
+19.5% US$1471.0万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 284 大持股（共 285 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.48% | -0.25% | +2.34% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.95% | +0.18% | +5.14% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.69% | +0.60% | +19.54% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.83% | -0.05% | +2.27% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.24% | +0.15% | +1.61% | |
| 6 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 2.00% | +0.08% | +2.54% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.86% | +0.04% | +1.04% | |
| 8 | SYK | Stryker CORP | 股票-医疗保健 | 1.66% | +0.01% | +2.40% | |
| 9 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.65% | +0.19% | +3.26% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.65% | — | +2.57% | |
| 11 | MMM | 3m Co | 股票-工业 | 1.64% | +0.05% | +3.63% | |
| 12 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.61% | +0.19% | +4.13% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.61% | +0.09% | +6.04% | |
| 14 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-其他 | 1.60% | -0.49% | -18.49% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.51% | +0.93% | +128.66% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.50% | +0.03% | +4.59% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.47% | +0.14% | +4.15% | |
| 18 | UTXZ | United Tech CORP | 股票-其他 | 1.46% | +0.10% | +3.48% | |
| 19 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.44% | +0.16% | +0.92% | |
| 20 | MCHP | Microchip Technology INC | 股票-科技 | 1.44% | -0.28% | +3.63% | |
| 21 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.43% | +0.28% | +9.49% | |
| 22 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.37% | — | +3.51% | |
| 23 | FISV | Fiserv INC | 股票-其他 | 1.36% | +0.06% | +1.11% | |
| 24 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 1.32% | +0.33% | +28.50% | |
| 25 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.32% | +0.05% | +3.81% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.29% | — | +3.83% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.18% | +0.21% | +8.08% | |
| 28 | ROK | Rockwell Automation INC | 股票-工业 | 1.17% | +0.13% | +6.59% | |
| 29 | SYY | Sysco CORP | 股票-非周期性消费 | 1.16% | +0.06% | +5.79% | |
| 30 | CFG | Citizens Financial Group | 股票-金融 | 1.15% | — | +4.16% | |
| 31 | WP | Worldpay Inc-class A | 股票-其他 | 1.13% | +0.20% | +5.95% | |
| 32 | EOG | Eog Resources INC | 股票-能源 | 1.12% | — | +2.40% | |
| 33 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.12% | — | +4.24% | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.09% | -0.42% | -18.49% | |
| 35 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.08% | +0.06% | -0.76% | |
| 36 | MET | Metlife INC | 股票-金融 | 1.07% | — | +1.20% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | +0.08% | -0.40% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 1.07% | — | +0.71% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | — | +1.36% | |
| 40 | CI | The Cigna Group | 股票-医疗保健 | 0.96% | +0.73% | +270.23% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.96% | — | +1.33% | |
| 42 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 0.96% | -0.40% | -2.56% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | -0.23% | +1.85% | |
| 44 | ✓ | Mellanox Technologies LTD | 股票-其他 | 0.86% | -0.53% | -23.53% | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 0.86% | — | +9.25% | |
| 46 | KNX | Knight-swift Transportation | 股票-工业 | 0.85% | +0.85% | NEW | |
| 47 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.85% | — | +3.75% | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.84% | -0.20% | -4.24% | |
| 49 | CELG | Celgene CORP | 股票-其他 | 0.81% | +0.27% | +42.14% | |
| 50 | KSUEUR | Kansas City Southern | 股票-其他 | 0.76% | +0.73% | +2375.38% |
1–50 of 284
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2018-09-30 | 285 | US$18.1亿 | 23 | |
| 2018-06-30 | 294 | US$16.9亿 | 18 | |
| 2018-03-31 | 277 | US$16.3亿 | 17 | |
| 2017-12-31 | 275 | US$16.5亿 | 22 | |
| 2017-09-30 | 274 | US$15.4亿 | 17 | |
| 2017-06-30 | 253 | US$14.4亿 | 17 | |
| 2017-03-31 | 244 | US$13.9亿 | 21 | |
| 2016-12-31 | 238 | US$12.8亿 | 28 | |
| 2016-09-30 | 249 | US$11.7亿 | 23 | |
| 2016-06-30 | 248 | US$11.2亿 | 17 | |
| 2016-03-31 | 239 | US$10.2亿 | 20 | |
| 2015-12-31 | 243 | US$10.2亿 | 74 | |
| 2015-03-31 | 186 | US$7.1亿 | 18 | |
| 2014-12-31 | 185 | US$6.9亿 | 32 | |
| 2014-09-30 | 163 | US$6.2亿 | 24 | |
| 2014-06-30 | 150 | US$6.3亿 | 15 | |
| 2014-03-31 | 140 | US$6.2亿 | 20 | |
| 2013-12-31 | 147 | US$6.1亿 | 21 | |
| 2013-09-30 | 122 | US$5.4亿 | 20 | |
| 2013-06-30 | 125 | US$5.0亿 | 0 |
本季持股变动
Mariner Wealth Advisors-Cincinnati, LLC 在 2018-09-30 最显著的持仓异动： 新建仓: Knight-swift Transportation (KNX); 新建仓: Thor Industries INC (THO); 新建仓: Best Buy Co INC (BBY); 新建仓: Equinix INC (EQIX); 新建仓: Papa John's Intl INC (PZZA).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.9% | +128.66% | 加仓 |
| 2 | CI | The Cigna Group | +0.7% | +270.23% | 加仓 |
| 3 | KSUEUR | Kansas City Southern | +0.7% | +2375.38% | 加仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.6% | +19.54% | 加仓 |
| 5 | CCL1EUR | Carnival CORP LTD | +0.3% | +28.50% | 加仓 |
| 6 | CVS | Cvs Health CORP | +0.3% | +9.49% | 加仓 |
| 7 | CELG | Celgene CORP | +0.3% | +42.14% | 加仓 |
| 8 | ABT | Abbott Laboratories | +0.2% | +8.08% | 加仓 |
| 9 | WP | Worldpay Inc-class A | +0.2% | +5.95% | 加仓 |
| 10 | TJX | Tjx Companies INC | +0.2% | +3.26% | 加仓 |
| 11 | MRK | Merck & Co. INC. | +0.2% | +4.13% | 加仓 |
| 12 | SCHX | Schwab US Large-cap ETF | +0.2% | +5.14% | 加仓 |
| 13 | FAST | Fastenal Co | +0.2% | +44.98% | 加仓 |
| 14 | LOW | Lowe's Cos INC | +0.2% | +0.92% | 加仓 |
| 15 | V | Visa Inc-class A Shares | +0.2% | +1.61% | 加仓 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +4.15% | 加仓 |
| 17 | ROK | Rockwell Automation INC | +0.1% | +6.59% | 加仓 |
| 18 | WMB | Williams Cos INC | +0.1% | +246.86% | 加仓 |
| 19 | UTXZ | United Tech CORP | +0.1% | +3.48% | 加仓 |
| 20 | PG | Procter & Gamble Co/the | +0.1% | +6.04% | 加仓 |
| 21 | BDX | Becton Dickinson And Co | +0.1% | +2.54% | 加仓 |
| 22 | MSFT | Microsoft CORP | +0.1% | -0.40% | 减仓 |
| 23 | FISV | Fiserv INC | +0.1% | +1.11% | 加仓 |
| 24 | SYY | Sysco CORP | +0.1% | +5.79% | 加仓 |
| 25 | CINF | Cincinnati Financial CORP | +0.1% | -0.76% | 减仓 |
| 26 | MMM | 3m Co | +0.1% | +3.63% | 加仓 |
| 27 | APD | Air Products & Chemicals INC | +0.1% | +3.81% | 加仓 |
| 28 | UNH | Unitedhealth Group INC | 0% | +1.04% | 加仓 |
| 29 | BAC | Bank Of America CORP | 0% | +4.59% | 加仓 |
| 30 | SYK | Stryker CORP | 0% | +2.40% | 加仓 |
| 31 | IWM | Ishares Russell 2000 ETF | -0.1% | +2.27% | 加仓 |
| 32 | AMGN | Amgen INC | -0.1% | -79.07% | 减仓 |
| 33 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -44.30% | 减仓 |
| 34 | SLB | Slb LTD | -0.2% | -4.24% | 减仓 |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.2% | -69.45% | 减仓 |
| 36 | META | Meta Platforms Inc-class A | -0.2% | +1.85% | 加仓 |
| 37 | EFA | Ishares Msci Eafe ETF | -0.3% | +2.34% | 加仓 |
| 38 | MCHP | Microchip Technology INC | -0.3% | +3.63% | 加仓 |
| 39 | EA | Electronic Arts INC | -0.4% | -23.43% | 减仓 |
| 40 | LVS | Las Vegas Sands CORP | -0.4% | -2.56% | 减仓 |
| 41 | BNY | Bank Of New York Mellon CORP | -0.4% | -18.49% | 减仓 |
| 42 | DFJ | Wisdomtree Jpn S/c Dvd Fund | -0.5% | -18.49% | 减仓 |
| 43 | ✓ | Mellanox Technologies LTD | -0.5% | -23.53% | 减仓 |
| 44 | GIS | General Mills INC | -0.8% | -81.50% | 减仓 |
| 45 | EEM | Ishares Msci Emerging Market | -3% | -93.32% | 减仓 |
| 46 | KNX | Knight-swift Transportation | — | NEW | 新建仓 |
| 47 | THO | Thor Industries INC | — | NEW | 新建仓 |
| 48 | BBY | Best Buy Co INC | — | NEW | 新建仓 |
| 49 | EQIX | Equinix INC | — | NEW | 新建仓 |
| 50 | PZZA | Papa John's Intl INC | — | NEW | 新建仓 |
FAQ
Mariner Wealth Advisors-Cincinnati, LLC 是什么机构？属于哪种投资人类型？
Mariner Wealth Advisors-Cincinnati, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2018-09-30），该机构追踪的股票投资组合估值约为 US$18.1亿，分布在 285 个已申报仓位之中。
Mariner Wealth Advisors-Cincinnati, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Mariner Wealth Advisors-Cincinnati, LLC 按市值排列的前几大持股为：
1. Ishares Msci Eafe ETF (EFA) — US$1.4亿 (7.5%)
2. Schwab US Large-cap ETF (SCHX) — US$7155.7万 (4.0%)
3. Ishares Core S&p 500 ETF (IVV) — US$6695.1万 (3.7%)
4. Ishares Russell 2000 ETF (IWM) — US$5123.4万 (2.8%)
5. Visa Inc-class A Shares (V) — US$4065.7万 (2.2%)
Mariner Wealth Advisors-Cincinnati, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Mariner Wealth Advisors-Cincinnati, LLC 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 32 个既有持股、减仓 13 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Knight-swift Transportation (KNX); 新建仓: Thor Industries INC (THO); 新建仓: Best Buy Co INC (BBY); 新建仓: Equinix INC (EQIX); 新建仓: Papa John's Intl INC (PZZA)
Mariner Wealth Advisors-Cincinnati, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Mariner Wealth Advisors-Cincinnati, LLC 的主要板块分布如下：
• Health Care: 28.4%
• Financials: 20.6%
• Information Technology: 12.7%
• Consumer Discretionary: 11.6%
• Communication Services: 10.6%
• Consumer Staples: 9.1%