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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 96 项
建仓 11
增持 31
减持 43
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
IGE
ISHARES TR
-$19.0M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$18.6M
26,929
-83%
增持
SCHG
SCHWAB STRATEGIC TR
+$16.3M
250,554
+552%
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。
增持
ITB
ISHARES TR
+$11.8M
251,682
+81%
建仓
IGV
ISHARES TR
+$9.8M
28,393
减持
IAI
ISHARES TR
-$7.5M
4,106
-95%
增持
FEZ
SPDR INDEX SHS FDS
+$7.3M
350,546
+79%
减持
DVY
ISHARES TR
-$7.3M
9,621
-87%
建仓
SLV
ISHARES SILVER TR
+$6.9M
328,289
增持
IYM
ISHARES TR
+$6.4M
49,628
+2668%
增持
IAU
ISHARES GOLD TR
+$6.2M
216,013
+387%
减持
BOND
PIMCO ETF TR
-$6.2M
129,440
-33%
建仓
SSO
PROSHARES TR
+$5.9M
101,127
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$4.6M
3,756
-94%
减持
MINT
PIMCO ETF TR
-$4.4M
28,187
-61%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$3.9M
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$3.8M
23,157
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$2.8M
19,245
增持
NVDA
NVIDIA CORPORATION
+$2.6M
14,557
+14%
清仓
AVY
AVERY DENNISON CORP
-$2.3M
0
-100%
清仓
FMC
FMC CORP
-$2.3M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.0M
105,691
+45%
建仓
IVV
ISHARES TR
+$1.9M
4,304
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$1.9M
55,649
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.3M
9,791
+43%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.3M
87,483
-19%
增持
FTNT
FORTINET INC
+$896.2K
46,569
+18%
增持
MAR
MARRIOTT INTL INC NEW
+$835.4K
17,218
+23%
增持
GLD
SPDR GOLD TR
+$815.2K
101,115
+8%
建仓
GM
GENERAL MTRS CO
+$802.6K
20,814
减持
SOXX
ISHARES TR
+$756.0K
14,472
-2%
增持
TSCO
TRACTOR SUPPLY CO
+$742.2K
13,869
+40%
增持
KLAC
KLA CORP
+$700.8K
6,530
+6%
清仓
GOOG
ALPHABET INC
-$638.7K
0
-100%
增持
CORP
PIMCO ETF TR
+$557.3K
18,482
+49%
增持
SPY
SPDR S&P 500 ETF TR
+$525.7K
11,426
+3%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$504.9K
13,315
+7%
清仓
REGN
REGENERON PHARMACEUTICALS
-$430.6K
0
-100%
减持
AAPL
APPLE INC
+$416.8K
15,103
-1%
增持
HYS
PIMCO ETF TR
+$345.8K
35,655
+12%
清仓
SCHD
SCHWAB STRATEGIC TR
-$338.3K
0
-100%
建仓
PSI
INVESCO EXCHANGE TRADED FD T
+$332.3K
2,429
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$304.3K
58,541
-2%
清仓
—
INVESCO EXCHANGE TRADED FD T
-$283.4K
0
-100%
减持
MSFT
MICROSOFT CORP
+$260.6K
7,827
-6%
清仓
BAC
BANK AMERICA CORP
-$246.1K
0
-100%
清仓
HD
HOME DEPOT INC
-$239.2K
0
-100%
减持
AMZN
AMAZON COM INC
+$234.4K
9,082
-1%
减持
FXR
FIRST TR EXCHANGE TRADED FD
+$231.8K
70,986
-2%
建仓
LLY
LILLY ELI & CO
+$228.4K
487
减持
TSLA
TESLA INC
+$227.8K
4,267
-0%
建仓
VGT
VANGUARD WORLD FDS
+$226.6K
513
增持
—
ISHARES TR
+$222.2K
238,510
+4%
增持
ABBV
ABBVIE INC
+$218.2K
23,313
+27%
清仓
PEP
PEPSICO INC
-$210.6K
0
-100%
减持
VIS
VANGUARD WORLD FDS
+$198.2K
16,833
-2%
减持
FXD
FIRST TR EXCHANGE TRADED FD
+$183.2K
73,699
-2%
减持
IYK
ISHARES TR
-$179.2K
104,961
-1%
增持
HYGH
ISHARES U S ETF TR
+$176.2K
90,896
+1%
减持
FTXG
FIRST TR EXCHANGE-TRADED FD
-$163.5K
147,038
-2%
增持
QQQ
INVESCO QQQ TR
+$155.6K
2,007
+10%
增持
ITA
ISHARES TR
+$147.2K
87,725
+0%
增持
GE
GENERAL ELECTRIC CO
+$137.8K
7,996
+3%
增持
VRSK
VERISK ANALYTICS INC
+$112.8K
3,270
+0%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$96.6K
5,951
-27%
增持
—
ISHARES TR
+$80.9K
204,871
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$73.6K
5,054
-0%
减持
—
EXXON MOBIL CORP
-$68.2K
6,304
-7%
增持
PKB
INVESCO EXCHANGE TRADED FD T
+$64.9K
7,235
+1%
减持
JPM
JPMORGAN CHASE & CO
+$54.2K
4,742
-3%
减持
IAK
ISHARES TR
+$47.7K
118,121
-2%
减持
PFE
PFIZER INC
-$47.5K
6,146
-8%
增持
SHY
ISHARES TR
-$46.1K
47,529
+0%
减持
PG
PROCTER AND GAMBLE CO
-$44.0K
1,354
-19%
减持
GOOGL
ALPHABET INC
+$41.6K
2,655
-0%
增持
WMT
WALMART INC
+$35.8K
2,079
+5%
减持
BSX
BOSTON SCIENTIFIC CORP
-$32.7K
5,852
-16%
减持
CVX
CHEVRON CORP NEW
-$29.4K
3,155
-2%
减持
SHV
ISHARES TR
-$26.1K
80,340
-0%
减持
MRK
MERCK & CO INC
+$25.9K
2,981
-0%
减持
PLUG
PLUG POWER INC
-$25.4K
17,988
-1%
增持
IYJ
ISHARES TR
+$23.9K
3,804
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$22.0K
2,587
-3%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$20.5K
4,480
-11%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$17.4K
132,871
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$17.3K
2,149
-7%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$12.3K
3,966
-1%
减持
PBJ
INVESCO EXCHANGE TRADED FD T
-$10.5K
6,979
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.5K
593
-12%
减持
KBWP
INVESCO EXCH TRADED FD TR II
-$6.3K
3,556
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$5.8K
2,242
-3%
减持
BA
BOEING CO
-$5.1K
1,134
-1%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$4.2K
2,575
-1%
增持
PYZ
INVESCO EXCHANGE TRADED FD T
+$3.4K
3,740
+0%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$187
14,217
-4%
减持
JNJ
JOHNSON & JOHNSON
+$161
2,805
-6%
