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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 109 项
建仓 19
增持 41
减持 44
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SOXX
ISHARES TR
-$11.4M
804
-98%
增持
SCHG
SCHWAB STRATEGIC TR
+$10.8M
335,702
+40%
建仓
IAI
ISHARES TR
+$10.5M
81,610
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
IYF
ISHARES TR
+$9.7M
93,757
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$9.2M
0
-100%
建仓
CTAS
CINTAS CORP
+$8.5M
41,308
建仓
EME
EMCOR GROUP INC
+$8.4M
19,399
建仓
TOL
TOLL BROTHERS INC
+$8.2M
53,068
建仓
PANW
PALO ALTO NETWORKS INC
+$8.0M
23,538
清仓
—
LAM RESEARCH CORP
-$7.9M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$7.8M
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$7.6M
0
-100%
建仓
PSTG
PURE STORAGE INC
+$6.9M
137,143
减持
ITB
ISHARES TR
+$4.3M
173,956
-2%
减持
MOAT
VANECK ETF TRUST
+$1.7M
262,192
-4%
建仓
—
ARISTA NETWORKS INC
+$1.5M
3,796
增持
VIS
VANGUARD WORLD FD
+$1.2M
48,779
+0%
减持
IAK
ISHARES TR
+$1.2M
90,562
-3%
减持
IRM
IRON MTN INC DEL
+$1.2M
75,767
-13%
减持
LNTH
LANTHEUS HLDGS INC
+$1.1M
79,400
-17%
减持
ITA
ISHARES TR
+$1.0M
75,463
-3%
增持
PYLD
PIMCO ETF TR
+$1.0M
517,502
+4%
增持
TSCO
TRACTOR SUPPLY CO
+$1.0M
30,941
+5%
增持
DSGX
DESCARTES SYS GROUP INC
+$921.0K
84,147
+5%
减持
HEI
HEICO CORP NEW
+$917.5K
33,018
-4%
增持
FEZ
SPDR INDEX SHS FDS
+$896.1K
248,600
+1%
增持
HYGH
ISHARES U S ETF TR
+$866.5K
155,653
+5%
增持
MAR
MARRIOTT INTL INC NEW
+$799.8K
34,401
+7%
减持
IYJ
ISHARES TR
+$752.3K
65,360
-2%
增持
CLH
CLEAN HARBORS INC
+$691.7K
34,935
+2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$670.3K
37,675
+3%
减持
LMT
LOCKHEED MARTIN CORP
+$629.7K
5,415
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$529.3K
19,208
-0%
清仓
PSI
INVESCO EXCHANGE TRADED FD T
-$416.7K
0
-100%
建仓
PRN
INVESCO EXCHANGE TRADED FD T
+$375.4K
2,454
增持
NVDA
NVIDIA CORPORATION
+$359.6K
90,993
+5%
建仓
KBWP
INVESCO EXCH TRADED FD TR II
+$344.5K
2,981
减持
GLD
SPDR GOLD TR
+$336.3K
12,979
-1%
建仓
ORCL
ORACLE CORP
+$334.2K
1,961
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$309.6K
254,978
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$304.8K
98,073
-1%
增持
GE
GE AEROSPACE
+$303.4K
9,022
+3%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$289.8K
161,824
+1%
建仓
AXP
AMERICAN EXPRESS CO
+$277.7K
1,024
建仓
CCJ
CAMECO CORP
+$243.2K
5,092
减持
SLV
ISHARES SILVER TR
+$242.6K
215,267
-3%
增持
—
ISHARES TR
+$242.5K
308,177
+3%
减持
TSLA
TESLA INC
+$240.9K
3,965
-1%
增持
GEV
GE VERNOVA INC
+$224.5K
2,186
+13%
建仓
IBB
ISHARES TR
+$221.2K
1,519
减持
IVV
ISHARES TR
+$212.3K
15,776
-3%
建仓
AVGO
BROADCOM INC
+$205.6K
1,192
建仓
WMB
WILLIAMS COS INC
+$204.9K
4,490
建仓
RTX
RTX CORPORATION
+$203.8K
1,682
建仓
HD
HOME DEPOT INC
+$203.8K
503
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$203.1K
480
增持
IBDT
ISHARES TR
+$199.2K
214,081
+1%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$196.6K
25,891
-1%
增持
MINT
PIMCO ETF TR
+$188.2K
35,145
+6%
减持
XBI
SPDR SER TR
+$178.2K
31,075
-0%
减持
GOOGL
ALPHABET INC
-$159.0K
2,428
-21%
增持
KLAC
KLA CORP
+$139.3K
10,419
+8%
减持
VHT
VANGUARD WORLD FD
-$123.5K
1,420
-28%
增持
MSFT
MICROSOFT CORP
-$114.9K
7,860
+0%
增持
AMZN
AMAZON COM INC
+$101.9K
10,380
+9%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$87.7K
7,693
-5%
增持
WMT
WALMART INC
+$81.6K
6,262
+0%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$80.9K
41,060
-3%
增持
CAT
CATERPILLAR INC
+$80.3K
1,226
+2%
减持
UNH
UNITEDHEALTH GROUP INC
+$75.0K
1,042
-1%
减持
IGV
ISHARES TR
+$69.0K
112,282
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$59.0K
2,978
+3%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$58.7K
3,438
+1%
减持
FXR
FIRST TR EXCHANGE TRADED FD
+$50.7K
9,592
-3%
减持
CVX
CHEVRON CORP NEW
-$46.4K
3,102
-4%
减持
ABBV
ABBVIE INC
+$41.5K
1,691
-1%
减持
SHY
ISHARES TR
+$30.7K
45,614
-1%
增持
PNQI
INVESCO EXCHANGE TRADED FD T
+$29.2K
8,664
+2%
增持
MRK
MERCK & CO INC
-$28.9K
2,888
+0%
减持
PKB
INVESCO EXCHANGE TRADED FD T
+$28.3K
4,864
-8%
增持
LLY
ELI LILLY & CO
+$27.5K
730
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$27.1K
576
-2%
减持
T
AT&T INC
+$27.1K
10,055
-1%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
+$26.6K
2,923
-0%
增持
QQQ
INVESCO QQQ TR
+$25.6K
2,780
+0%
增持
MTUM
ISHARES TR
+$25.5K
1,676
+4%
增持
JNJ
JOHNSON & JOHNSON
+$24.6K
1,517
+0%
减持
META
META PLATFORMS INC
+$20.3K
718
-7%
增持
COST
COSTCO WHSL CORP NEW
+$18.9K
375
+2%
减持
FCX
FREEPORT-MCMORAN INC
-$18.5K
10,671
-6%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$18.2K
52,941
-3%
增持
VTI
VANGUARD INDEX FDS
+$18.0K
1,137
+0%
增持
PLUG
PLUG POWER INC
+$17.8K
35,603
+32%
增持
SHV
ISHARES TR
+$16.7K
76,588
+0%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$16.7K
3,247
-6%
减持
PHO
INVESCO EXCHANGE TRADED FD T
+$15.7K
5,180
-4%
减持
FXD
FIRST TR EXCHANGE TRADED FD
+$14.7K
10,564
-3%
减持
PTF
INVESCO EXCHANGE TRADED FD T
-$13.1K
5,675
-6%
增持
XLV
SELECT SECTOR SPDR TR
+$12.7K
1,454
+0%
增持
NFLX
NETFLIX INC
+$12.6K
307
+1%
减持
—
EXXON MOBIL CORP
+$11.2K
5,892
-0%
减持
PG
PROCTER AND GAMBLE CO
+$9.3K
1,402
-1%
增持
VUG
VANGUARD INDEX FDS
+$8.2K
641
+1%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$6.7K
134,027
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$5.0K
2,781
-0%
增持
VRSK
VERISK ANALYTICS INC
-$4.0K
3,299
+0%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.9K
6,672
-3%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$363
3,368
-3%
增持
EMR
EMERSON ELEC CO
+$213
1,962
+1%
