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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 91 项
建仓 9
增持 42
减持 31
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
IYK
ISHARES TR
-$20.8M
1,083
-99%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$10.2M
245,800
+1629%
建仓
IEZ
ISHARES TR
+$9.1M
379,955
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。
建仓
FIW
FIRST TR EXCHANGE TRADED FD
+$7.2M
87,146
减持
IYM
ISHARES TR
-$6.3M
2,575
-95%
清仓
SSO
PROSHARES TR
-$5.9M
0
-100%
减持
BOND
PIMCO ETF TR
-$5.4M
73,305
-43%
清仓
FTXG
FIRST TR EXCHANGE-TRADED FD
-$3.9M
0
-100%
建仓
EQT
EQT CORP
+$3.6M
88,274
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$3.1M
21,612
减持
ITB
ISHARES TR
-$2.8M
238,548
-5%
减持
NVDA
NVIDIA CORPORATION
-$1.5M
10,693
-27%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.2M
24,283
+26%
清仓
DVY
ISHARES TR
-$1.1M
0
-100%
增持
GLD
SPDR GOLD TR
+$1.1M
111,457
+10%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
38,057
减持
ITA
ISHARES TR
-$1.0M
86,757
-1%
增持
FEZ
SPDR INDEX SHS FDS
-$960.5K
360,810
+3%
清仓
GM
GENERAL MTRS CO
-$802.6K
0
-100%
减持
SLV
ISHARES SILVER TR
-$799.0K
297,882
-9%
增持
ABBV
ABBVIE INC
+$770.6K
26,242
+13%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$712.6K
65,798
-11%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$690.7K
51,410
-12%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$665.6K
62,684
-12%
减持
IGV
ISHARES TR
-$599.6K
27,023
-5%
减持
IAU
ISHARES GOLD TR
-$585.5K
207,924
-4%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$558.9K
15,713
+18%
减持
IAK
ISHARES TR
-$528.4K
107,510
-9%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$483.8K
20,616
-11%
增持
SOXX
ISHARES TR
-$433.8K
14,583
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$416.0K
86,388
-1%
增持
MAR
MARRIOTT INTL INC NEW
+$386.5K
18,057
+5%
增持
KLAC
KLA CORP
+$379.2K
7,732
+18%
清仓
IAI
ISHARES TR
-$372.6K
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
+$294.1K
16,550
+19%
清仓
KBWP
INVESCO EXCH TRADED FD TR II
-$291.1K
0
-100%
减持
MSFT
MICROSOFT CORP
-$288.2K
7,529
-4%
增持
SCHG
SCHWAB STRATEGIC TR
-$285.3K
254,314
+2%
减持
SCHX
SCHWAB STRATEGIC TR
-$283.4K
103,788
-2%
增持
AAPL
APPLE INC
-$278.1K
15,486
+3%
建仓
PTF
INVESCO EXCHANGE TRADED FD T
+$272.8K
6,177
减持
LMT
LOCKHEED MARTIN CORP
-$270.4K
5,028
-1%
建仓
CAT
CATERPILLAR INC
+$260.2K
953
建仓
VYM
VANGUARD WHITEHALL FDS
+$223.6K
2,164
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$219.6K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$209.2K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$205.5K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$204.0K
2,882
增持
CORP
PIMCO ETF TR
+$173.3K
21,140
+14%
增持
HYS
PIMCO ETF TR
+$163.7K
37,819
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$163.5K
27,285
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$127.8K
12,147
+6%
增持
SHV
ISHARES TR
+$124.7K
81,454
+1%
增持
—
ISHARES TR
+$123.8K
242,454
+2%
增持
FTNT
FORTINET INC
+$102.1K
61,729
+33%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$100.9K
9,095
-7%
减持
IVV
ISHARES TR
-$80.8K
4,279
-1%
增持
—
EXXON MOBIL CORP
+$66.7K
6,318
+0%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$61.1K
57,785
+4%
增持
SHY
ISHARES TR
+$52.6K
48,243
+2%
增持
GOOGL
ALPHABET INC
+$47.2K
2,789
+5%
增持
MINT
PIMCO ETF TR
+$46.1K
28,541
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$41.0K
2,548
-2%
减持
PKB
INVESCO EXCHANGE TRADED FD T
-$39.8K
7,008
-3%
增持
PFE
PFIZER INC
+$38.6K
7,961
+30%
增持
LLY
ELI LILLY & CO
+$37.5K
495
+2%
增持
MRK
MERCK & CO INC
-$36.2K
2,990
+0%
增持
VRSK
VERISK ANALYTICS INC
+$34.6K
3,275
+0%
减持
FCX
FREEPORT-MCMORAN INC
-$32.9K
11,491
-0%
减持
CVX
CHEVRON CORP NEW
+$32.0K
3,134
-1%
增持
TSLA
TESLA INC
-$30.5K
4,342
+2%
增持
QQQ
INVESCO QQQ TR
+$29.4K
2,151
+7%
减持
JNJ
JOHNSON & JOHNSON
-$27.7K
2,803
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$26.3K
2,125
-1%
增持
PSI
INVESCO EXCHANGE TRADED FD T
-$25.0K
7,178
+196%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$23.3K
5,872
-1%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$22.3K
3,919
-1%
增持
PBJ
INVESCO EXCHANGE TRADED FD T
-$21.0K
6,992
+0%
增持
GE
GENERAL ELECTRIC CO
+$20.4K
8,130
+2%
增持
—
ISHARES TR
+$17.5K
204,995
+0%
增持
VHT
VANGUARD WORLD FDS
-$17.2K
1,950
+0%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$17.0K
3,728
-1%
增持
HYGH
ISHARES U S ETF TR
+$12.6K
91,558
+1%
减持
WMT
WALMART INC
-$9.4K
1,984
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.3K
601
+1%
增持
AMZN
AMAZON COM INC
+$2.9K
9,336
+3%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$2.9K
4,396
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.8K
415
+2%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$1.6K
132,905
+0%
增持
VIS
VANGUARD WORLD FDS
+$1.0K
17,749
+5%
增持
JPM
JPMORGAN CHASE & CO
+$764
4,761
+0%
