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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 108 项
建仓 16
增持 38
减持 39
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
GLD
SPDR GOLD TR
-$23.4M
12,250
-91%
减持
SCHG
SCHWAB STRATEGIC TR
-$12.3M
240,998
-42%
增持
IYJ
ISHARES TR
+$8.1M
68,825
+1761%
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
BRKR
BRUKER CORP
+$7.9M
84,932
清仓
IAU
ISHARES GOLD TR
-$7.8M
0
-100%
增持
VIS
VANGUARD WORLD FD
+$7.6M
48,242
+163%
建仓
—
LAM RESEARCH CORP
+$7.6M
7,735
建仓
CLH
CLEAN HARBORS INC
+$6.8M
34,657
建仓
IEO
ISHARES TR
+$6.7M
62,273
建仓
DSGX
DESCARTES SYS GROUP INC
+$6.7M
72,057
建仓
HEI
HEICO CORP NEW
+$6.7M
35,508
建仓
MRSH
MARSH & MCLENNAN COS INC
+$6.6M
32,218
减持
IEZ
ISHARES TR
-$6.3M
66,473
-81%
建仓
—
FABRINET
+$5.2M
27,436
建仓
IBDT
ISHARES TR
+$5.1M
207,755
清仓
EQT
EQT CORP
-$4.6M
0
-100%
增持
SOXX
ISHARES TR
+$3.4M
48,952
+257%
增持
MOAT
VANECK ETF TRUST
+$3.3M
243,906
+12%
建仓
XBI
SPDR SER TR
+$2.9M
30,554
减持
NVDA
NVIDIA CORPORATION
+$2.2M
9,889
-27%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.8M
31,437
+152%
增持
TSCO
TRACTOR SUPPLY CO
+$1.7M
27,045
+10%
增持
KLAC
KLA CORP
+$1.5M
10,464
+2%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$1.3M
253,231
-1%
增持
HYS
PIMCO ETF TR
+$1.2M
55,849
+30%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$1.1M
21,735
+5%
减持
FEZ
SPDR INDEX SHS FDS
+$1.1M
246,066
-1%
增持
CORP
PIMCO ETF TR
+$1.1M
50,874
+32%
减持
IAK
ISHARES TR
+$1.1M
96,179
-5%
减持
ITB
ISHARES TR
-$1.0M
178,584
-15%
增持
MAR
MARRIOTT INTL INC NEW
+$1.0M
27,028
+5%
减持
IVV
ISHARES TR
+$711.4K
16,733
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$662.0K
19,422
-3%
清仓
MCD
MCDONALDS CORP
-$649.1K
0
-100%
增持
MINT
PIMCO ETF TR
+$510.6K
30,442
+20%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$501.2K
157,571
+5%
减持
AAPL
APPLE INC
-$486.9K
13,932
-6%
减持
SHV
ISHARES TR
-$480.3K
76,789
-5%
增持
—
ISHARES TR
+$464.5K
282,858
+7%
减持
SCHX
SCHWAB STRATEGIC TR
+$462.6K
99,400
-2%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$459.6K
0
-100%
增持
GE
GENERAL ELECTRIC CO
+$418.5K
8,722
+3%
清仓
SCHW
SCHWAB CHARLES CORP
-$400.3K
0
-100%
清仓
HD
HOME DEPOT INC
-$386.5K
0
-100%
清仓
DIS
DISNEY WALT CO
-$367.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$348.4K
1,574
-59%
清仓
SLV
ISHARES SILVER TR
-$339.7K
0
-100%
清仓
PXJ
INVESCO EXCHANGE TRADED FD T
-$327.7K
0
-100%
建仓
PYLD
PIMCO ETF TR
+$321.1K
12,572
减持
QQQ
INVESCO QQQ TR
-$309.3K
2,814
-26%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$304.5K
0
-100%
建仓
MTUM
ISHARES TR
+$300.5K
1,602
清仓
IYM
ISHARES TR
-$296.6K
0
-100%
增持
TSLA
TESLA INC
-$285.5K
3,968
+1%
增持
LLY
ELI LILLY & CO
+$278.5K
682
+66%
增持
AMZN
AMAZON COM INC
+$273.5K
9,318
+0%
清仓
SDY
SPDR SER TR
-$268.7K
0
-100%
清仓
NKE
NIKE INC
-$258.9K
0
-100%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$256.3K
42,336
+15%
增持
IGV
ISHARES TR
-$252.8K
117,798
+365%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$241.5K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$238.9K
3,458
+29%
建仓
PG
PROCTER AND GAMBLE CO
+$230.9K
1,438
建仓
EMR
EMERSON ELEC CO
+$220.9K
1,946
建仓
XLV
SELECT SECTOR SPDR TR
+$211.5K
1,444
增持
HYGH
ISHARES U S ETF TR
+$206.7K
80,557
+1%
清仓
IWM
ISHARES TR
-$204.8K
0
-100%
减持
SHY
ISHARES TR
-$202.3K
46,143
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$188.5K
5,445
+8%
建仓
T
AT&T INC
+$177.4K
10,139
减持
CRWD
CROWDSTRIKE HLDGS INC
+$171.3K
21,913
-18%
增持
BOND
PIMCO ETF TR
+$167.1K
76,272
+4%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$152.1K
26,040
-5%
减持
ITA
ISHARES TR
+$144.6K
80,085
-2%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$112.3K
55,478
+1%
增持
CAT
CATERPILLAR INC
+$108.6K
1,146
+10%
增持
V
VISA INC
+$101.6K
1,164
+36%
减持
META
META PLATFORMS INC
+$100.3K
735
-0%
减持
VHT
VANGUARD WORLD FD
-$93.2K
1,971
-21%
减持
BA
BOEING CO
-$91.2K
1,076
-5%
减持
MSFT
MICROSOFT CORP
-$72.8K
7,826
-13%
增持
ABBV
ABBVIE INC
+$61.3K
1,699
+7%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$52.0K
3,214
+5%
增持
WMT
WALMART INC
+$49.5K
6,157
+198%
减持
FCX
FREEPORT-MCMORAN INC
+$47.6K
11,341
-1%
增持
CVX
CHEVRON CORP NEW
+$41.6K
3,217
+2%
增持
GSK
GSK PLC
+$41.6K
7,415
+1%
减持
VRSK
VERISK ANALYTICS INC
-$35.1K
3,284
-2%
减持
PLUG
PLUG POWER INC
-$28.8K
26,892
-0%
减持
PKB
INVESCO EXCHANGE TRADED FD T
+$26.2K
5,312
-8%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$24.4K
133,730
+0%
减持
MRK
MERCK & CO INC
-$23.8K
3,146
-21%
增持
VGT
VANGUARD WORLD FD
+$23.4K
550
+0%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$22.1K
2,928
+1%
增持
IT
GARTNER INC
+$17.1K
631
+0%
减持
PSI
INVESCO EXCHANGE TRADED FD T
+$15.4K
6,702
-10%
减持
PTF
INVESCO EXCHANGE TRADED FD T
+$13.4K
6,114
-9%
减持
FXR
FIRST TR EXCHANGE TRADED FD
+$12.7K
10,042
-9%
增持
SCHD
SCHWAB STRATEGIC TR
+$12.5K
2,913
+0%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$11.4K
8,180
-9%
增持
UNH
UNITEDHEALTH GROUP INC
-$11.3K
428
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.1K
2,900
-5%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$9.1K
11,023
-9%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
+$4.4K
8,457
-9%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$3.9K
3,517
-9%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.2K
6,904
-10%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$2.9K
5,407
-8%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$718
3,492
-8%
