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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 130 项
建仓 24
增持 44
减持 44
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
MINT
PIMCO ETF TR
+$25.2M
287,856
+663%
减持
SCHG
SCHWAB STRATEGIC TR
-$18.9M
705,810
-46%
清仓
ITB
ISHARES TR
-$18.0M
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
SCHD
SCHWAB STRATEGIC TR
+$16.4M
586,751
建仓
IYC
ISHARES TR
+$15.1M
170,734
减持
FV
FIRST TR EXCHANGE TRADED FD
-$12.3M
17,995
-92%
建仓
IDU
ISHARES TR
+$11.5M
113,149
清仓
PSTG
PURE STORAGE INC
-$10.2M
0
-100%
清仓
DSGX
DESCARTES SYS GROUP INC
-$9.7M
0
-100%
清仓
EME
EMCOR GROUP INC
-$9.0M
0
-100%
增持
LLY
ELI LILLY & CO
+$8.9M
11,574
+1165%
减持
MOAT
VANECK ETF TRUST
-$8.6M
186,455
-31%
清仓
CLH
CLEAN HARBORS INC
-$8.2M
0
-100%
清仓
IRM
IRON MTN INC DEL
-$7.7M
0
-100%
建仓
CHD
CHURCH & DWIGHT CO INC
+$7.6M
68,770
清仓
LNTH
LANTHEUS HLDGS INC
-$7.5M
0
-100%
清仓
TOL
TOLL BROTHERS INC
-$6.0M
0
-100%
建仓
AGG
ISHARES TR
+$6.0M
60,696
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$5.7M
192,852
增持
SCHX
SCHWAB STRATEGIC TR
+$5.6M
541,335
+97%
建仓
DT
DYNATRACE INC
+$5.0M
105,040
减持
MAR
MARRIOTT INTL INC NEW
-$4.9M
19,665
-43%
建仓
BOTZ
GLOBAL X FDS
+$4.8M
169,136
增持
PYLD
PIMCO ETF TR
+$4.4M
717,932
+28%
减持
IAI
ISHARES TR
-$4.3M
51,104
-36%
减持
IGV
ISHARES TR
-$4.3M
76,127
-31%
减持
IAK
ISHARES TR
-$3.8M
54,787
-39%
减持
PANW
PALO ALTO NETWORKS INC
-$3.5M
31,013
-36%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$3.4M
49,161
-32%
减持
NVDA
NVIDIA CORPORATION
-$3.1M
91,371
-6%
减持
TSCO
TRACTOR SUPPLY CO
-$3.0M
98,338
-38%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$2.3M
135,592
+0%
减持
IVV
ISHARES TR
-$2.1M
12,599
-19%
减持
MRSH
MARSH & MCLENNAN COS INC
-$2.1M
25,487
-35%
增持
HEI
HEICO CORP NEW
+$2.0M
38,475
+11%
减持
CTAS
CINTAS CORP
-$2.0M
28,156
-34%
清仓
DDEC
FIRST TR EXCHNG TRADED FD VI
-$2.0M
0
-100%
增持
ITA
ISHARES TR
+$1.9M
83,256
+11%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
21,893
-6%
减持
IYJ
ISHARES TR
-$1.4M
56,140
-14%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$1.3M
202,403
+23%
增持
SHV
ISHARES TR
+$1.2M
87,009
+13%
减持
TSLA
TESLA INC
-$1.1M
2,957
-35%
增持
IYF
ISHARES TR
+$1.1M
186,832
+3%
增持
SHY
ISHARES TR
+$893.2K
57,380
+22%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$755.5K
16,704
-54%
增持
KLAC
KLA CORP
+$738.3K
12,680
+1%
增持
GLD
SPDR GOLD TR
+$713.5K
14,028
+2%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$691.2K
0
-100%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$676.1K
16,487
增持
IBDV
ISHARES TR
+$631.8K
395,513
+6%
减持
HYGH
ISHARES U S ETF TR
-$608.3K
159,514
-3%
增持
IBDT
ISHARES TR
+$514.6K
237,481
+8%
减持
AAPL
APPLE INC
-$416.7K
14,553
-0%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$396.0K
1,592
建仓
PRFD
PIMCO ETF TR
+$391.8K
7,749
建仓
QYLD
GLOBAL X FDS
+$382.5K
23,000
清仓
AVGO
BROADCOM INC
-$379.1K
0
-100%
清仓
PKB
INVESCO EXCHANGE TRADED FD T
-$370.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$364.3K
10,376
+3%
清仓
KBWP
INVESCO EXCH TRADED FD TR II
-$350.3K
0
-100%
清仓
MTUM
ISHARES TR
-$348.7K
0
-100%
建仓
PEJ
INVESCO EXCHANGE TRADED FD T
+$348.2K
7,158
清仓
ORCL
ORACLE CORP
-$337.0K
0
-100%
建仓
GGME
INVESCO EXCHANGE TRADED FD T
+$333.7K
6,695
建仓
AADR
ADVISORSHARES TR
+$320.6K
4,309
增持
T
AT&T INC
+$317.0K
33,048
+22%
减持
GE
GE AEROSPACE
+$308.4K
9,701
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$307.8K
6,441
+21%
增持
AMZN
AMAZON COM INC
-$301.2K
11,681
+2%
建仓
BNY
BANK NEW YORK MELLON CORP
+$283.8K
3,384
清仓
SOXX
ISHARES TR
-$257.9K
0
-100%
建仓
IBDW
ISHARES TR
+$253.3K
12,206
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$241.7K
3,964
清仓
CRM
SALESFORCE INC
-$239.8K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$226.3K
1,364
建仓
IAU
ISHARES GOLD TR
+$226.0K
3,833
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$224.7K
27,733
+4%
建仓
WM
WASTE MGMT INC DEL
+$221.6K
957
建仓
IBDU
ISHARES TR
+$210.0K
9,080
建仓
IBDS
ISHARES TR
+$208.7K
8,633
建仓
IBDR
ISHARES TR
+$208.0K
8,590
增持
IAT
ISHARES TR
-$201.5K
146,327
+5%
清仓
HD
HOME DEPOT INC
-$200.4K
0
-100%
减持
CAT
CATERPILLAR INC
-$180.8K
911
-31%
增持
AXP
AMERICAN EXPRESS CO
+$165.8K
1,468
+90%
减持
META
META PLATFORMS INC
-$156.7K
881
-22%
增持
ABBV
ABBVIE INC
+$150.6K
2,866
+13%
增持
QQQ
INVESCO QQQ TR
-$149.9K
4,316
+2%
增持
VIS
VANGUARD WORLD FD
-$149.5K
49,231
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$128.0K
3,041
-17%
增持
LMT
LOCKHEED MARTIN CORP
+$117.8K
6,142
+14%
减持
GEV
GE VERNOVA INC
-$114.8K
2,561
-6%
增持
V
VISA INC
+$98.7K
1,646
+9%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$82.3K
1,993
-8%
减持
UNH
UNITEDHEALTH GROUP INC
-$81.7K
636
-22%
增持
GOOGL
ALPHABET INC
-$79.2K
3,526
+7%
增持
VRSK
VERISK ANALYTICS INC
+$74.8K
3,310
+0%
增持
WMB
WILLIAMS COS INC
+$66.2K
4,650
+19%
减持
CVX
CHEVRON CORP NEW
+$64.7K
2,984
-1%
减持
MRK
MERCK & CO INC
-$62.0K
2,799
-11%
减持
PLUG
PLUG POWER INC
-$58.7K
12,703
-64%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$58.6K
2,844
+0%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
-$56.1K
7,882
-9%
增持
PTF
INVESCO EXCHANGE TRADED FD T
-$51.8K
5,982
+7%
增持
WMT
WALMART INC
+$50.9K
8,786
+10%
增持
CCJ
CAMECO CORP
-$49.6K
6,372
+5%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$46.6K
12,306
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$36.9K
574
-3%
增持
FXR
FIRST TR EXCHANGE TRADED FD
-$33.1K
9,427
+2%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$32.8K
6,530
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$31.9K
10,919
+9%
减持
VTI
VANGUARD INDEX FDS
-$24.0K
1,119
-2%
增持
PRN
INVESCO EXCHANGE TRADED FD T
-$23.6K
2,543
+5%
增持
VHT
VANGUARD WORLD FD
+$19.9K
1,668
+0%
减持
BAC
BANK AMERICA CORP
-$19.1K
6,173
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$17.6K
1,969
+0%
增持
VGT
VANGUARD WORLD FD
+$16.3K
662
+20%
减持
—
EXXON MOBIL CORP
+$15.0K
5,019
-7%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$14.2K
3,086
-5%
增持
EMR
EMERSON ELEC CO
+$12.0K
2,327
+19%
减持
KO
COCA COLA CO
-$11.3K
3,250
-17%
增持
CSCO
CISCO SYS INC
+$10.4K
3,945
+0%
减持
NFLX
NETFLIX INC
+$8.9K
368
-2%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$7.9K
5,218
-0%
减持
COST
COSTCO WHSL CORP NEW
+$4.8K
565
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.9K
3,474
+1%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
-$3.8K
2,918
+0%
减持
PG
PROCTER AND GAMBLE CO
+$2.4K
1,711
-1%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$97
3,416
-3%
