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MinichMacGregor Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MinichMacGregor Wealth Management, LLC
报告期 2026-03-31 · CIK 0001744318
持仓数
136
前50大市值合计
$532.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 91 项
建仓 14
增持 40
减持 29
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$11.5M
82,076
-58%
建仓
SOXX
ISHARES SEMICONDUCTOR FUND
+$11.2M
20,704
清仓
IEO
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
-$8.7M
0
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-100%
增持
RSP
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
+$6.0M
149,444
+22%
减持
IGV
ISHARES S&P NORTH AMER TECH-SOFTWARE
-$5.8M
27,582
-34%
建仓
IYM
ISHARES DJ US BASIC MATERIALS
+$4.5M
31,872
增持
IYG
ISHARES TR DOW JONES U S FINL SVCS
+$3.4M
31,678
+120%
增持
VCSH
VANGUARD SHORT TERM CORP BOND FD ETF
+$3.0M
201,482
+24%
建仓
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
+$2.7M
9,483
增持
ITB
ISHARES DOW JONES US HOME CONST (ETF)
+$2.7M
148,115
+2%
建仓
FTNT
FORTINET INC COM
+$2.2M
6,125
建仓
EXR
EXTRA SPACE STORAGE INC COM
+$2.1M
9,087
清仓
FLOT
ISHARES FLOATING RATE BOND ETF
-$1.8M
0
-100%
清仓
TDG
TRANSDIGM GROUP INC COM DELAWARE
-$1.5M
0
-100%
增持
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$1.4M
102,510
+8%
增持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
+$1.4M
149,714
+10%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$1.1M
95,948
+6%
增持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
+$1.1M
59,307
+1%
减持
QTEC
FIRST TR NASDAQ 100 TECHNOLOGY INDEX FD SHS
+$1.1M
84,803
-3%
增持
IYC
ISHARES DJ US CONSUMER SERVICES
+$941.0K
137,086
+0%
建仓
RSPF
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF
+$935.0K
14,534
增持
RSPN
INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
+$924.0K
22,140
+17%
增持
MSFT
MICROSOFT
+$892.0K
7,590
+29%
增持
QLD
PROSHARES ULTRA QQQ
+$867.0K
43,320
+5%
增持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$805.0K
91,305
+2%
增持
NETL
NETLEASE CORPORATE REAL ESTATE ETF
+$799.0K
211,095
+6%
建仓
FTXN
FIRST TRUST NASDAQ OIL & GAS ETF
+$654.0K
33,643
增持
IDXX
IDEXX LABS INC
+$647.0K
3,170
+37%
增持
VGK
VANGUARD FTSE EUROPE ETF
+$564.0K
138,513
+2%
增持
TSLA
TESLA MOTORS INC
+$555.0K
1,169
+33%
减持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$553.0K
65,797
-1%
减持
FTXR
FIRST TRUST NASDAQ TRANSPORTATION ETF
+$550.0K
157,322
-1%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$481.0K
15,643
-9%
增持
IAT
ISHARES U.S. REGIONAL BANKS ETF
+$474.0K
177,095
+2%
增持
IAI
ISHARES TR DOW JONESUS BROKER DEALERS INDEX FD
+$472.0K
56,456
+3%
清仓
PEJ
INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF
-$471.0K
0
-100%
增持
—
LABORATORY CORP OF AMERICA
+$460.0K
6,508
+16%
建仓
PSI
INVESCO DYNAMIC SEMICONDUCTORS ETF
+$447.0K
2,912
减持
FXL
FIRST TRUST TECHNOLOGY ALPHADEX FUND
-$423.0K
32,864
-15%
增持
AVY
AVERY DENNISON CORP COM
+$419.0K
8,914
+22%
减持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
+$418.0K
92,266
-1%
建仓
PEZ
INVESCO DWA CONSUMER CYCLICALS MOMENTUM ETF
+$408.0K
4,473
清仓
KBWP
INVESCO KBW PROPERTYA & CASUALTY INSURANCE ETF
-$407.0K
0
-100%
建仓
PXI
INVESCO DWA ENERGY MOMENTUM ETF
+$407.0K
13,321
减持
KLAC
KLA-TENCOR CORP
+$384.0K
4,635
-4%
增持
VIS
VANGUARD INDUSTRIALS
+$369.0K
17,348
+3%
增持
SPY
SPDR S&P 500 ETF
+$347.0K
1,402
+89%
减持
AAPL
APPLE INC
+$345.0K
11,668
-4%
减持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$344.0K
10,614
-2%
增持
PFF
ISHARES S&P U.S. PREFERRED STOCK ETF
+$342.0K
229,012
+2%
增持
—
GARMIN LTD
+$339.0K
14,382
+38%
清仓
GGME
INVESCO DYNAMIC MEDIA ETF
-$330.0K
0
-100%
减持
NVDA
NVIDIA CORP
+$328.0K
8,440
-19%
减持
UNH
UNITEDHEALTH GROUP
+$309.0K
2,909
-1%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$303.0K
6,695
+116%
增持
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND
+$303.0K
4,878
+124%
清仓
DIS
DISNEY WALT CO COM
-$275.0K
0
-100%
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$247.0K
0
-100%
建仓
TQQQ
PROSHARES ULTRAPRO QQQ
+$221.0K
1,334
减持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
-$219.0K
46,188
-5%
建仓
ABBV
ABBVIE INC COM
+$218.0K
1,616
增持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
+$209.0K
208,211
+3%
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$208.0K
1,864
建仓
PEP
PEPSICO INC COM
+$208.0K
1,198
减持
FXD
FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY
+$185.0K
77,498
-1%
增持
FCX
FREEPORT MCMORAN COPPER
+$159.0K
10,209
+24%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$156.0K
9,338
-62%
增持
SHV
ISHARES TR LEHMAN SHORT TREA BDFD
+$130.0K
84,088
+1%
增持
VRSK
VERISK ANALYTICS INC COM
+$93.0K
3,238
+0%
增持
PYZ
INVESCO DWA BASIC MATERIALS MOMENTUM ETF
+$68.0K
4,576
+6%
减持
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
+$54.0K
16,282
-0%
增持
KBWD
POWERSHARES KBW HIGH DIVIDEND YIELD FINANCIAL PORTFOLIO
+$50.0K
22,300
+13%
减持
HD
HOME DEPOT
+$43.0K
759
-9%
增持
GOOGL
GOOGLE INC
+$38.0K
122
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$37.0K
391
-0%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$37.0K
4,609
+4%
增持
—
FUELCELL ENERGY INC COM
+$36.0K
20,405
+93%
减持
CSCO
CISCO SYS INC
+$35.0K
3,885
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$33.0K
5,019
-1%
增持
PDP
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
+$32.0K
3,956
+4%
减持
JNJ
JOHNSON & JOHNSON COM
-$30.0K
1,702
-15%
减持
QQQ
POWERSHARES QQQ TR
+$22.0K
1,848
-7%
减持
PLUG
PLUG PWR INC
+$15.0K
12,978
-6%
减持
PFI
INVESCO DWA FINANCIAL MOMENTUM ETF
-$13.0K
6,918
-6%
减持
WMT
WALMART INC COM
-$12.0K
2,008
-7%
减持
BSX
BOSTON SCIENTIFIC CORP
-$11.0K
7,751
-1%
增持
NXE
NEXGEN ENERGY LTD COM
+$9.0K
13,000
+30%
减持
PG
PROCTER AND GAMBLE CO COM
+$8.0K
1,650
-12%
增持
—
SIRIUS XM RADIO INC
+$4.0K
15,524
+0%
增持
JPM
JPMORGAN CHASE & CO COM
-$3.0K
3,443
+3%
减持
PKB
POWERSHS EXCH TRAD FD TR POWERSHARES DYNAMIC
+$0
7,659
-13%
