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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 106 项
建仓 19
增持 37
减持 40
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
MOAT
VANECK ETF TRUST
+$18.4M
217,310
增持
SCHG
SCHWAB STRATEGIC TR
+$16.2M
418,192
+64%
减持
FIW
FIRST TR EXCHANGE TRADED FD
-$6.9M
2,895
-97%
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
GLD
SPDR GOLD TR
+$6.9M
135,836
+22%
增持
IVV
ISHARES TR
+$6.2M
16,899
+295%
减持
SLV
ISHARES SILVER TR
-$5.7M
15,599
-95%
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$5.3M
150,317
清仓
—
ISHARES TR
-$5.2M
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$5.1M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$4.3M
19,943
+64%
减持
ABBV
ABBVIE INC
-$3.7M
1,586
-94%
清仓
FTNT
FORTINET INC
-$3.6M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.4M
3,037
-89%
减持
FEZ
SPDR INDEX SHS FDS
-$3.3M
248,378
-31%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$2.9M
11,006
-82%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.8M
26,758
+10%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$2.7M
8,983
-83%
减持
ITB
ISHARES TR
+$2.7M
210,224
-12%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$2.6M
12,132
-82%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.6M
3,857
-81%
增持
KLAC
KLA CORP
+$2.4M
10,266
+33%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$2.3M
256,173
+4%
增持
MAR
MARRIOTT INTL INC NEW
+$2.2M
25,681
+42%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
13,533
+27%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.0M
20,709
+32%
增持
TSCO
TRACTOR SUPPLY CO
+$1.9M
24,635
+49%
增持
CORP
PIMCO ETF TR
+$1.8M
38,600
+83%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.7M
27,540
+27%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.3M
12,463
+37%
减持
IEZ
ISHARES TR
-$1.3M
357,573
-6%
减持
ITA
ISHARES TR
+$1.1M
81,657
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
420
-84%
增持
EQT
EQT CORP
+$1.0M
119,785
+36%
减持
IGV
ISHARES TR
+$1.0M
25,313
-6%
增持
MSFT
MICROSOFT CORP
+$1.0M
9,030
+20%
减持
SOXX
ISHARES TR
+$988.9K
13,706
-6%
减持
HYGH
ISHARES U S ETF TR
-$934.4K
79,631
-13%
增持
QQQ
INVESCO QQQ TR
+$790.5K
3,812
+77%
建仓
MCD
MCDONALDS CORP
+$649.1K
2,189
增持
—
ISHARES TR
+$608.2K
265,119
+9%
增持
HYS
PIMCO ETF TR
+$592.9K
43,059
+14%
增持
VIS
VANGUARD WORLD FDS
+$578.9K
18,326
+3%
减持
IAU
ISHARES GOLD TR
+$482.3K
198,760
-4%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$459.6K
5,891
减持
SCHX
SCHWAB STRATEGIC TR
+$446.6K
101,033
-3%
建仓
SCHW
SCHWAB CHARLES CORP
+$400.3K
5,818
建仓
HD
HOME DEPOT INC
+$386.5K
1,115
建仓
DIS
DISNEY WALT CO
+$367.2K
4,067
建仓
PNQI
INVESCO EXCHANGE TRADED FD T
+$333.4K
9,243
减持
IAK
ISHARES TR
+$328.5K
101,691
-5%
建仓
PXJ
INVESCO EXCHANGE TRADED FD T
+$327.7K
11,421
减持
MINT
PIMCO ETF TR
-$320.6K
25,428
-11%
减持
BOND
PIMCO ETF TR
+$317.2K
73,128
-0%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$304.5K
600
清仓
PBJ
INVESCO EXCHANGE TRADED FD T
-$296.2K
0
-100%
清仓
PYZ
INVESCO EXCHANGE TRADED FD T
-$293.8K
0
-100%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$287.9K
7,633
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$274.3K
0
-100%
建仓
SDY
SPDR SER TR
+$268.7K
2,150
清仓
PFE
PFIZER INC
-$264.1K
0
-100%
建仓
META
META PLATFORMS INC
+$260.9K
737
建仓
NKE
NIKE INC
+$258.9K
2,385
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$241.5K
4,466
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$235.7K
3,048
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$233.6K
0
-100%
减持
AMZN
AMAZON COM INC
+$225.9K
9,298
-0%
建仓
V
VISA INC
+$222.3K
854
减持
LMT
LOCKHEED MARTIN CORP
+$220.8K
5,024
-0%
清仓
MRNA
MODERNA INC
-$210.2K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$205.1K
4,168
建仓
IWM
ISHARES TR
+$204.8K
1,020
减持
AAPL
APPLE INC
+$204.3K
14,833
-4%
清仓
IYK
ISHARES TR
-$202.0K
0
-100%
增持
GE
GENERAL ELECTRIC CO
+$180.2K
8,454
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$176.6K
2,680
+26%
减持
—
EXXON MOBIL CORP
-$174.0K
5,690
-10%
增持
VHT
VANGUARD WORLD FDS
+$163.2K
2,480
+27%
增持
JNJ
JOHNSON & JOHNSON
+$160.0K
3,807
+36%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$131.6K
36,801
-3%
增持
MRK
MERCK & CO INC
+$128.1K
3,998
+34%
减持
JPM
JPMORGAN CHASE & CO
+$115.2K
4,736
-1%
减持
TSLA
TESLA INC
-$105.7K
3,947
-9%
减持
BA
BOEING CO
+$77.7K
1,132
-0%
减持
SHV
ISHARES TR
-$66.1K
81,105
-0%
增持
PTF
INVESCO EXCHANGE TRADED FD T
+$64.9K
6,686
+8%
增持
PSI
INVESCO EXCHANGE TRADED FD T
+$59.4K
7,407
+3%
增持
CVX
CHEVRON CORP NEW
-$58.3K
3,152
+1%
增持
VGT
VANGUARD WORLD FDS
+$52.4K
548
+7%
减持
SHY
ISHARES TR
+$49.3K
48,215
-0%
增持
CAT
CATERPILLAR INC
+$48.0K
1,042
+9%
增持
PHO
INVESCO EXCHANGE TRADED FD T
+$47.0K
5,904
+1%
减持
IYJ
ISHARES TR
+$39.2K
3,699
-3%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$37.8K
3,804
-3%
减持
GOOGL
ALPHABET INC
-$37.4K
2,345
-16%
减持
IYM
ISHARES TR
-$28.6K
2,147
-17%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$28.2K
133,716
+1%
增持
VRSK
VERISK ANALYTICS INC
+$25.9K
3,348
+2%
减持
LLY
ELI LILLY & CO
-$25.7K
412
-17%
减持
BSX
BOSTON SCIENTIFIC CORP
+$24.4K
5,767
-1%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$22.7K
54,885
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$17.0K
2,902
+1%
增持
PLUG
PLUG POWER INC
-$15.4K
26,967
+50%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$13.4K
421
+1%
减持
PKB
INVESCO EXCHANGE TRADED FD T
+$12.6K
5,802
-17%
增持
WMT
WALMART INC
+$7.9K
2,063
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$814
588
-2%
