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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 102 项
建仓 10
增持 39
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
PYLD
PIMCO ETF TR
+$12.4M
497,423
+3857%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$9.2M
80,748
清仓
BRKR
BRUKER CORP
-$7.9M
0
-100%
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
IRM
IRON MTN INC DEL
+$7.8M
87,373
建仓
LNTH
LANTHEUS HLDGS INC
+$7.7M
95,378
清仓
BOND
PIMCO ETF TR
-$6.9M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$6.9M
0
-100%
清仓
IEO
ISHARES TR
-$6.7M
0
-100%
建仓
SLV
ISHARES SILVER TR
+$5.9M
221,043
增持
HYGH
ISHARES U S ETF TR
+$5.7M
147,730
+83%
清仓
—
FABRINET
-$5.2M
0
-100%
清仓
HYS
PIMCO ETF TR
-$5.2M
0
-100%
清仓
CORP
PIMCO ETF TR
-$4.8M
0
-100%
减持
ITB
ISHARES TR
-$2.5M
176,689
-1%
增持
MOAT
VANECK ETF TRUST
+$2.0M
274,335
+12%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
86,538
+775%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.8M
239,873
-0%
清仓
IEZ
ISHARES TR
-$1.6M
0
-100%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.2M
36,705
+14%
增持
DSGX
DESCARTES SYS GROUP INC
+$1.0M
79,954
+11%
减持
HEI
HEICO CORP NEW
+$1.0M
34,507
-3%
增持
TSCO
TRACTOR SUPPLY CO
+$1.0M
29,572
+9%
增持
MAR
MARRIOTT INTL INC NEW
+$959.4K
32,065
+19%
减持
CLH
CLEAN HARBORS INC
+$923.6K
34,280
-1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$850.2K
24,807
+14%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$812.4K
20,396
-7%
减持
IAK
ISHARES TR
-$726.3K
93,094
-3%
增持
FEZ
SPDR INDEX SHS FDS
-$620.9K
246,640
+0%
增持
AAPL
APPLE INC
+$590.3K
14,050
+1%
减持
IYJ
ISHARES TR
-$588.5K
66,848
-3%
减持
KLAC
KLA CORP
+$490.7K
9,617
-8%
增持
—
ISHARES TR
+$458.0K
299,509
+6%
减持
SOXX
ISHARES TR
+$391.3K
46,914
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$349.9K
19,278
-1%
建仓
GEV
GE VERNOVA INC
+$332.9K
1,941
减持
—
LAM RESEARCH CORP
+$331.6K
7,443
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$324.4K
1,049
+145%
清仓
GSK
GSK PLC
-$314.5K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$313.7K
369
建仓
VTI
VANGUARD INDEX FDS
+$304.0K
1,136
增持
MINT
PIMCO ETF TR
+$302.4K
33,289
+9%
增持
GLD
SPDR GOLD TR
+$272.6K
13,108
+7%
建仓
VUG
VANGUARD INDEX FDS
+$237.9K
636
减持
ITA
ISHARES TR
-$236.6K
77,589
-3%
清仓
SCHD
SCHWAB STRATEGIC TR
-$233.5K
0
-100%
增持
VIS
VANGUARD WORLD FD
-$226.3K
48,685
+1%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$215.4K
159,641
+1%
建仓
WM
WASTE MGMT INC DEL
+$209.3K
981
建仓
NFLX
NETFLIX INC
+$205.2K
304
清仓
BA
BOEING CO
-$204.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$197.2K
3,084
+32%
减持
SCHX
SCHWAB STRATEGIC TR
+$188.7K
98,825
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$182.7K
2,782
-20%
减持
MSFT
MICROSOFT CORP
+$174.5K
7,825
-0%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$165.2K
26,080
+0%
增持
AMZN
AMAZON COM INC
+$146.0K
9,481
+2%
增持
IBDT
ISHARES TR
+$132.6K
212,606
+2%
增持
VRSK
VERISK ANALYTICS INC
+$123.5K
3,295
+0%
减持
IVV
ISHARES TR
+$104.7K
16,241
-3%
增持
TSLA
TESLA INC
+$101.2K
4,025
+1%
增持
LLY
ELI LILLY & CO
+$100.6K
684
+0%
增持
GE
GE AEROSPACE
-$99.5K
8,794
+1%
减持
QQQ
INVESCO QQQ TR
+$79.1K
2,778
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$70.3K
5,429
-0%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$61.6K
8,065
-1%
增持
GIB
CGI INC
-$61.1K
8,984
+3%
减持
MRK
MERCK & CO INC
-$55.2K
2,883
-8%
增持
WMT
WALMART INC
+$53.7K
6,254
+2%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$52.6K
10,914
-1%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$50.5K
9,933
-1%
减持
IGV
ISHARES TR
-$49.6K
114,679
-3%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$49.4K
42,327
-0%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$45.4K
254,041
+0%
减持
BSX
BOSTON SCIENTIFIC CORP
+$35.4K
5,559
-4%
减持
PSI
INVESCO EXCHANGE TRADED FD T
+$34.7K
6,635
-1%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$34.0K
54,758
-1%
减持
PKB
INVESCO EXCHANGE TRADED FD T
-$33.7K
5,291
-0%
增持
META
META PLATFORMS INC
+$29.7K
775
+5%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$28.4K
133,761
+0%
减持
JNJ
JOHNSON & JOHNSON
-$27.0K
1,514
-4%
减持
V
VISA INC
-$24.7K
1,140
-2%
增持
XBI
SPDR SER TR
+$24.5K
31,194
+2%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$24.2K
6,891
-0%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$23.7K
3,388
+5%
减持
PTF
INVESCO EXCHANGE TRADED FD T
+$21.9K
6,023
-1%
减持
IT
GARTNER INC
-$18.4K
630
-0%
增持
CAT
CATERPILLAR INC
-$17.7K
1,198
+5%
增持
T
AT&T INC
+$16.7K
10,157
+0%
增持
ABBV
ABBVIE INC
-$14.7K
1,705
+0%
增持
MTUM
ISHARES TR
+$13.9K
1,613
+1%
增持
—
EXXON MOBIL CORP
+$13.9K
5,902
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$13.7K
2,889
-0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$9.6K
3,483
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$9.1K
585
-1%
减持
SHY
ISHARES TR
+$8.8K
46,076
-0%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$6.7K
5,388
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$6.0K
4,688
-1%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$5.3K
3,472
-1%
减持
SHV
ISHARES TR
+$4.5K
76,527
-0%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
-$3.6K
2,930
+0%
减持
PG
PROCTER AND GAMBLE CO
+$2.6K
1,416
-2%
增持
XLV
SELECT SECTOR SPDR TR
-$298
1,449
+0%
