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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 134 项
建仓 22
增持 27
减持 63
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
GLD
SPDR GOLD TR
+$18.1M
72,792
+419%
建仓
IGOV
ISHARES TR
+$17.5M
405,259
清仓
SCHD
SCHWAB STRATEGIC TR
-$16.4M
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
VGK
VANGUARD INTL EQUITY INDEX F
+$14.0M
180,781
减持
MOAT
VANECK ETF TRUST
-$12.5M
41,510
-78%
减持
MINT
PIMCO ETF TR
-$11.6M
172,872
-40%
建仓
ISHG
ISHARES TR
+$11.4M
149,417
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$11.2M
225,902
增持
IAU
ISHARES GOLD TR
+$9.0M
147,743
+3755%
减持
SCHG
SCHWAB STRATEGIC TR
-$8.7M
307,618
-56%
清仓
CHD
CHURCH & DWIGHT CO INC
-$7.6M
0
-100%
减持
IYF
ISHARES TR
-$7.2M
115,018
-38%
清仓
IAT
ISHARES TR
-$6.8M
0
-100%
增持
IGV
ISHARES TR
+$6.1M
117,785
+55%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$5.6M
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$5.4M
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$5.1M
56,689
建仓
TJX
TJX COS INC NEW
+$5.0M
40,852
清仓
DT
DYNATRACE INC
-$5.0M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.9M
10,643
+1754%
清仓
BOTZ
GLOBAL X FDS
-$4.8M
0
-100%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$4.8M
0
-100%
减持
AGG
ISHARES TR
-$4.1M
18,733
-69%
增持
IYC
ISHARES TR
+$4.0M
191,409
+12%
增持
IAI
ISHARES TR
+$3.7M
64,187
+26%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$3.5M
197,983
+3%
增持
ITA
ISHARES TR
+$3.2M
84,387
+1%
减持
NVDA
NVIDIA CORPORATION
+$3.1M
82,227
-10%
增持
IVV
ISHARES TR
+$2.9M
16,043
+27%
增持
IYJ
ISHARES TR
+$2.8M
70,924
+26%
减持
HEI
HEICO CORP NEW
-$2.0M
25,191
-35%
增持
IAK
ISHARES TR
+$1.7M
69,142
+26%
减持
SPY
SPDR S&P 500 ETF TR
-$1.7M
17,039
-22%
减持
LLY
ELI LILLY & CO
-$1.4M
10,464
-10%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.3M
541,186
-0%
减持
HYGH
ISHARES U S ETF TR
-$1.2M
143,113
-10%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.1M
23,327
-8%
减持
AMZN
AMAZON COM INC
-$1.0M
5,355
-54%
减持
QQQ
INVESCO QQQ TR
-$946.0K
1,954
-55%
减持
KLAC
KLA CORP
-$769.5K
8,764
-31%
建仓
LEU
CENTRUS ENERGY CORP
+$760.2K
4,150
减持
CTAS
CINTAS CORP
-$748.5K
22,607
-20%
建仓
QQXT
FIRST TR EXCHANGE-TRADED FD
+$676.0K
6,842
减持
VIS
VANGUARD WORLD FD
+$630.8K
45,767
-7%
减持
MSFT
MICROSOFT CORP
+$614.8K
9,067
-13%
增持
GEV
GE VERNOVA INC
+$582.4K
2,578
+1%
减持
AAPL
APPLE INC
-$582.1K
12,919
-11%
减持
GE
GE AEROSPACE
+$548.0K
9,673
-0%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$530.2K
201,221
-1%
建仓
PM
PHILIP MORRIS INTL INC
+$509.4K
2,797
建仓
AVGO
BROADCOM INC
+$464.2K
1,684
清仓
VHT
VANGUARD WORLD FD
-$441.5K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$359.3K
0
-100%
清仓
PTF
INVESCO EXCHANGE TRADED FD T
-$352.7K
0
-100%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$351.1K
5,910
-65%
清仓
UNH
UNITEDHEALTH GROUP INC
-$333.1K
0
-100%
建仓
KBWP
INVESCO EXCH TRADED FD TR II
+$330.7K
2,692
减持
IDU
ISHARES TR
-$328.7K
106,597
-6%
减持
MAR
MARRIOTT INTL INC NEW
+$320.9K
18,320
-7%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$300.5K
0
-100%
清仓
FIW
FIRST TR EXCHANGE-TRADED FD
-$293.9K
0
-100%
增持
META
META PLATFORMS INC
+$291.7K
1,083
+23%
清仓
XLV
SELECT SECTOR SPDR TR
-$287.5K
0
-100%
建仓
USMV
ISHARES TR
+$283.0K
3,015
建仓
SPG
SIMON PPTY GROUP INC NEW
+$282.9K
1,760
清仓
VYM
VANGUARD WHITEHALL FDS
-$279.1K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$270.6K
498
减持
WMT
WALMART INC
-$257.6K
5,258
-40%
清仓
GOOG
ALPHABET INC
-$252.5K
0
-100%
清仓
MRK
MERCK & CO INC
-$251.2K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$243.8K
1,814
+62%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$243.6K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$241.7K
0
-100%
建仓
ORCL
ORACLE CORP
+$238.5K
1,091
建仓
VZ
VERIZON COMMUNICATIONS INC
+$238.0K
5,501
清仓
KO
COCA COLA CO
-$232.8K
0
-100%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$224.3K
0
-100%
增持
WMB
WILLIAMS COS INC
+$223.7K
7,985
+72%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$222.9K
3,641
建仓
MPLX
MPLX LP
+$219.2K
4,255
建仓
SOXX
ISHARES TR
+$206.2K
516
建仓
MMM
3M CO
+$203.2K
1,335
减持
CCJ
CAMECO CORP
+$198.5K
6,208
-3%
减持
V
VISA INC
-$197.0K
1,070
-35%
减持
GOOGL
ALPHABET INC
-$176.2K
2,094
-41%
减持
ABBV
ABBVIE INC
-$173.0K
2,303
-20%
增持
T
AT&T INC
+$171.9K
38,232
+16%
减持
COST
COSTCO WHSL CORP NEW
-$148.2K
390
-31%
减持
SHY
ISHARES TR
-$140.4K
55,595
-3%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$139.0K
2,862
+1%
减持
PYLD
PIMCO ETF TR
+$125.3K
717,512
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$111.6K
2,988
-2%
减持
NFLX
NETFLIX INC
+$106.8K
336
-9%
减持
PANW
PALO ALTO NETWORKS INC
-$99.3K
25,388
-18%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$90.6K
15,130
-16%
减持
IBDV
ISHARES TR
+$76.6K
394,318
-0%
建仓
OCCI
OFS CREDIT COMPANY INC
+$73.1K
11,739
减持
LMT
LOCKHEED MARTIN CORP
+$72.4K
6,080
-1%
减持
GGME
INVESCO EXCHANGE TRADED FD T
+$70.4K
6,586
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$67.7K
2,938
-15%
减持
QYLD
GLOBAL X FDS
-$67.4K
18,844
-18%
增持
PLUG
PLUG POWER INC
+$65.2K
55,243
+335%
减持
TSLA
TESLA INC
+$62.4K
2,609
-12%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$60.5K
12,713
+3%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$58.5K
9,634
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$57.4K
1,538
-3%
建仓
FCEL
FUELCELL ENERGY INC
+$56.2K
10,013
增持
—
EXXON MOBIL CORP
-$54.3K
5,033
+0%
减持
SHV
ISHARES TR
-$54.1K
86,551
-1%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
+$53.8K
7,065
-1%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$49.6K
135,923
+0%
减持
CAT
CATERPILLAR INC
+$45.2K
890
-2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$41.0K
1,992
-0%
减持
VUG
VANGUARD INDEX FDS
+$40.8K
856
-5%
减持
PRN
INVESCO EXCHANGE TRADED FD T
+$39.6K
2,482
-2%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
+$39.0K
7,410
-6%
增持
PHO
INVESCO EXCHANGE TRADED FD T
+$36.4K
5,337
+2%
减持
VRSK
VERISK ANALYTICS INC
+$34.3K
3,273
-1%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$30.0K
2,750
-11%
减持
AADR
ADVISORSHARES TR
-$27.8K
3,707
-14%
减持
BAC
BANK AMERICA CORP
+$27.7K
6,030
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$27.5K
5,355
-17%
减持
AXP
AMERICAN EXPRESS CO
+$26.7K
1,322
-10%
减持
IBDT
ISHARES TR
-$26.6K
234,939
-1%
减持
PG
PROCTER AND GAMBLE CO
-$26.0K
1,667
-3%
减持
EMR
EMERSON ELEC CO
+$23.3K
2,088
-10%
增持
JNJ
JOHNSON & JOHNSON
+$21.5K
1,622
+19%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$21.2K
3,437
+1%
减持
FCX
FREEPORT-MCMORAN INC
+$20.8K
10,017
-8%
减持
BNY
BANK NEW YORK MELLON CORP
-$17.2K
2,926
-14%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$15.6K
15,587
-5%
增持
CVX
CHEVRON CORP NEW
+$8.1K
3,543
+19%
减持
PRFD
PIMCO ETF TR
-$5.9K
7,570
-2%
增持
WM
WASTE MGMT INC DEL
+$2.0K
977
+2%
