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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 124 项
建仓 13
增持 74
减持 26
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
FEZ
SPDR INDEX SHS FDS
-$13.2M
0
-100%
增持
IYF
ISHARES TR
+$10.3M
181,005
+93%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$9.0M
72,648
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
IBDV
ISHARES TR
+$8.0M
372,600
清仓
—
ISHARES TR
-$7.8M
0
-100%
建仓
IAT
ISHARES TR
+$7.0M
139,490
清仓
SLV
ISHARES SILVER TR
-$6.1M
0
-100%
增持
ITB
ISHARES TR
-$4.1M
174,088
+0%
增持
PSTG
PURE STORAGE INC
+$3.4M
166,753
+22%
清仓
XBI
SPDR SER TR
-$3.1M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$2.7M
23,402
+22%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$2.3M
135,268
+1%
减持
TOL
TOLL BROTHERS INC
-$2.2M
47,875
-10%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
96,865
+6%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.6M
1,313,142
+291%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$1.6M
225,249
-12%
清仓
—
ARISTA NETWORKS INC
-$1.5M
0
-100%
减持
IRM
IRON MTN INC DEL
-$1.3M
73,663
-3%
增持
LNTH
LANTHEUS HLDGS INC
-$1.2M
83,718
+5%
增持
MAR
MARRIOTT INTL INC NEW
+$1.1M
34,465
+0%
减持
IGV
ISHARES TR
+$1.0M
110,556
-2%
减持
IAI
ISHARES TR
+$1.0M
79,781
-2%
增持
DSGX
DESCARTES SYS GROUP INC
+$999.3K
85,062
+1%
增持
MSFT
MICROSOFT CORP
+$877.1K
10,105
+29%
增持
QQQ
INVESCO QQQ TR
+$817.3K
4,252
+53%
增持
TSLA
TESLA INC
+$800.5K
4,551
+15%
增持
HYGH
ISHARES U S ETF TR
+$775.4K
164,434
+6%
增持
PANW
PALO ALTO NETWORKS INC
+$721.5K
48,087
+104%
清仓
FTXL
FIRST TR EXCHANGE-TRADED FD
-$717.6K
0
-100%
增持
CTAS
CINTAS CORP
-$716.0K
42,630
+3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$716.0K
2,160
+350%
增持
PYLD
PIMCO ETF TR
+$712.2K
559,555
+8%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$698.8K
12,910
增持
EME
EMCOR GROUP INC
+$677.6K
19,893
+3%
增持
AMZN
AMAZON COM INC
+$589.5K
11,503
+11%
增持
TSCO
TRACTOR SUPPLY CO
-$562.5K
159,049
+414%
减持
LMT
LOCKHEED MARTIN CORP
-$539.7K
5,404
-0%
减持
ITA
ISHARES TR
-$418.0K
74,815
-1%
增持
T
AT&T INC
+$396.4K
27,123
+170%
增持
AAPL
APPLE INC
+$375.8K
14,573
+4%
增持
MOAT
VANECK ETF TRUST
-$369.2K
270,157
+3%
增持
HEI
HEICO CORP NEW
-$368.8K
34,764
+5%
减持
IAK
ISHARES TR
-$358.7K
89,573
-1%
减持
VIS
VANGUARD WORLD FD
-$349.3K
48,495
-1%
增持
GEV
GE VERNOVA INC
+$339.3K
2,726
+25%
建仓
GOOG
ALPHABET INC
+$307.8K
1,616
建仓
AXON
AXON ENTERPRISE INC
+$297.2K
500
增持
JPM
JPMORGAN CHASE & CO.
+$283.6K
5,307
+13%
建仓
BAC
BANK AMERICA CORP
+$276.7K
6,297
增持
SCHX
SCHWAB STRATEGIC TR
-$275.3K
275,193
+181%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$260.2K
0
-100%
增持
META
META PLATFORMS INC
+$253.0K
1,135
+58%
增持
MINT
PIMCO ETF TR
+$248.7K
37,746
+7%
清仓
JNJ
JOHNSON & JOHNSON
-$245.8K
0
-100%
建仓
KO
COCA COLA CO
+$244.1K
3,920
建仓
CRM
SALESFORCE INC
+$239.8K
717
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$236.4K
691
建仓
CSCO
CISCO SYS INC
+$233.1K
3,937
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$225.9K
3,561
增持
CLH
CLEAN HARBORS INC
-$224.2K
35,717
+2%
增持
GOOGL
ALPHABET INC
+$221.7K
3,298
+36%
清仓
IBB
ISHARES TR
-$221.2K
0
-100%
增持
WMT
WALMART INC
+$214.4K
7,975
+27%
清仓
WM
WASTE MGMT INC DEL
-$203.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$197.2K
578
+54%
减持
UNH
UNITEDHEALTH GROUP INC
-$194.4K
820
-21%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$189.2K
164,349
+2%
增持
KLAC
KLA CORP
-$186.9K
12,508
+20%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$178.6K
36,684
-11%
增持
GLD
SPDR GOLD TR
+$173.9K
13,747
+6%
增持
AVGO
BROADCOM INC
+$173.4K
1,635
+37%
增持
V
VISA INC
+$164.7K
1,513
+33%
减持
FCX
FREEPORT-MCMORAN INC
-$151.2K
10,017
-6%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$133.0K
10,000
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$127.8K
48,900
-8%
增持
VUG
VANGUARD INDEX FDS
+$124.1K
902
+41%
增持
NFLX
NETFLIX INC
+$116.5K
375
+22%
增持
ABBV
ABBVIE INC
+$115.9K
2,531
+50%
减持
—
EXXON MOBIL CORP
-$108.7K
5,410
-8%
增持
WFC
WELLS FARGO CO NEW
+$104.9K
4,845
+16%
减持
IVV
ISHARES TR
+$102.3K
15,632
-1%
增持
MRSH
MARSH & MCLENNAN COS INC
-$89.4K
39,148
+4%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$84.8K
26,758
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$72.1K
3,456
+16%
增持
CCJ
CAMECO CORP
+$68.6K
6,068
+19%
增持
GE
GE AEROSPACE
-$68.2K
9,792
+9%
增持
SHY
ISHARES TR
+$61.1K
47,010
+3%
增持
LLY
ELI LILLY & CO
+$59.8K
915
+25%
减持
AXP
AMERICAN EXPRESS CO
-$48.6K
772
-25%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$46.8K
3,528
+3%
增持
PG
PROCTER AND GAMBLE CO
+$46.2K
1,724
+23%
增持
XLV
SELECT SECTOR SPDR TR
+$46.0K
1,962
+35%
减持
PTF
INVESCO EXCHANGE TRADED FD T
+$44.6K
5,575
-2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$42.3K
5,689
+2%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$37.1K
9,218
-4%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
+$27.5K
8,651
-0%
增持
VRSK
VERISK ANALYTICS INC
+$26.2K
3,305
+0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$23.1K
2,839
-16%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$22.6K
10,695
+1%
减持
CVX
CHEVRON CORP NEW
-$22.3K
3,000
-3%
增持
RTX
RTX CORPORATION
+$22.0K
1,951
+16%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$21.9K
2,917
-0%
增持
VHT
VANGUARD WORLD FD
+$20.9K
1,662
+17%
增持
PHO
INVESCO EXCHANGE TRADED FD T
-$20.9K
5,237
+1%
增持
SHV
ISHARES TR
-$20.3K
76,765
+0%
增持
VGT
VANGUARD WORLD FD
+$20.3K
552
+0%
增持
IBDT
ISHARES TR
+$18.7K
220,248
+3%
增持
PKB
INVESCO EXCHANGE TRADED FD T
-$17.0K
4,887
+0%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$16.2K
6,671
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$15.9K
3,646
+31%
增持
MRK
MERCK & CO INC
-$14.7K
3,149
+9%
增持
SOXX
ISHARES TR
-$12.0K
1,197
+49%
减持
IYJ
ISHARES TR
-$10.6K
65,354
-0%
增持
VTI
VANGUARD INDEX FDS
+$9.6K
1,144
+1%
增持
MTUM
ISHARES TR
+$8.8K
1,685
+1%
清仓
—
FUELCELL ENERGY INC
-$7.8K
0
-100%
减持
WMB
WILLIAMS COS INC
+$6.8K
3,912
-13%
增持
KBWP
INVESCO EXCH TRADED FD TR II
+$5.8K
3,018
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.7K
593
+3%
增持
HD
HOME DEPOT INC
-$3.4K
515
+2%
增持
ORCL
ORACLE CORP
+$2.8K
2,022
+3%
增持
CAT
CATERPILLAR INC
+$1.8K
1,327
+8%
减持
PRN
INVESCO EXCHANGE TRADED FD T
-$1.6K
2,431
-1%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$597
3,259
+0%
