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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 142 项
建仓 29
增持 51
减持 48
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
IGOV
ISHARES TR
-$17.1M
7,479
-98%
增持
GLD
SPDR GOLD TR
+$14.1M
102,235
+40%
增持
GOOGL
ALPHABET INC
+$11.0M
46,672
+2129%
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。
减持
LLY
ELI LILLY & CO
-$7.6M
698
-93%
减持
MINT
PIMCO ETF TR
-$7.2M
101,595
-41%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.9M
334,420
+48%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$6.5M
94,484
-48%
增持
ITA
ISHARES TR
+$6.1M
105,210
+25%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.9M
466,418
+52%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$5.1M
0
-100%
建仓
—
EATON CORP PLC
+$5.1M
13,526
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$4.8M
122,649
建仓
NOW
SERVICENOW INC
+$4.8M
5,193
清仓
MOAT
VANECK ETF TRUST
-$3.9M
0
-100%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$3.8M
142,919
-28%
增持
PANW
PALO ALTO NETWORKS INC
+$3.8M
43,957
+73%
建仓
FTNT
FORTINET INC
+$3.5M
41,558
增持
NVDA
NVIDIA CORPORATION
+$2.7M
84,268
+2%
减持
ISHG
ISHARES TR
-$2.2M
121,747
-19%
减持
SPY
SPDR S&P 500 ETF TR
-$2.1M
12,688
-26%
增持
KLAC
KLA CORP
+$2.0M
9,135
+4%
清仓
AGG
ISHARES TR
-$1.9M
0
-100%
增持
IAU
ISHARES GOLD TR
+$1.8M
151,870
+3%
减持
HYGH
ISHARES U S ETF TR
-$1.8M
122,129
-15%
建仓
NLR
VANECK ETF TRUST
+$1.7M
12,352
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.2M
58,524
+3%
增持
IGV
ISHARES TR
+$1.2M
122,561
+4%
建仓
ICLN
ISHARES TR
+$1.2M
75,914
增持
IYC
ISHARES TR
+$1.2M
193,027
+1%
增持
IYF
ISHARES TR
+$1.1M
118,540
+3%
增持
AAPL
APPLE INC
+$1.1M
14,704
+14%
增持
TJX
TJX COS INC NEW
+$1.1M
42,299
+4%
增持
IVV
ISHARES TR
+$989.3K
16,361
+2%
减持
SCHX
SCHWAB STRATEGIC TR
+$898.4K
536,254
-1%
建仓
SPYG
SPDR SERIES TRUST
+$866.8K
8,294
建仓
SPSM
SPDR SERIES TRUST
+$786.1K
16,970
增持
IAI
ISHARES TR
+$665.4K
65,140
+1%
建仓
BUG
GLOBAL X FDS
+$652.7K
18,547
减持
IDU
ISHARES TR
+$611.4K
106,035
-1%
建仓
SPLB
SPDR SERIES TRUST
+$606.9K
26,251
增持
AMZN
AMAZON COM INC
+$579.4K
7,989
+49%
建仓
SPEU
SPDR INDEX SHS FDS
+$521.1K
10,461
建仓
XLK
SELECT SECTOR SPDR TR
+$516.1K
1,831
增持
IYJ
ISHARES TR
+$510.3K
72,689
+2%
清仓
PM
PHILIP MORRIS INTL INC
-$509.4K
0
-100%
增持
TSLA
TESLA INC
+$497.8K
2,983
+14%
增持
GE
GE AEROSPACE
+$490.4K
9,907
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$457.6K
11,194
+5%
建仓
XME
SPDR SERIES TRUST
+$447.4K
4,801
建仓
XLI
SELECT SECTOR SPDR TR
+$409.9K
2,658
建仓
PBW
INVESCO EXCHANGE TRADED FD T
+$407.9K
14,125
清仓
COST
COSTCO WHSL CORP NEW
-$386.5K
0
-100%
减持
SHV
ISHARES TR
-$380.7K
83,051
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$376.8K
6,116
+14%
建仓
COF
CAPITAL ONE FINL CORP
+$368.5K
1,733
建仓
BIL
SPDR SERIES TRUST
+$339.4K
3,699
清仓
KBWP
INVESCO EXCH TRADED FD TR II
-$330.7K
0
-100%
增持
ORCL
ORACLE CORP
+$329.3K
2,019
+85%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$328.4K
199,678
-1%
建仓
SPDW
SPDR INDEX SHS FDS
+$324.2K
7,576
增持
META
META PLATFORMS INC
+$307.5K
1,507
+39%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$305.9K
5,319
建仓
—
INVESCO LTD
+$299.2K
13,041
增持
IAK
ISHARES TR
+$294.3K
71,559
+3%
清仓
USMV
ISHARES TR
-$283.0K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$281.9K
4,268
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$271.6K
3,725
+30%
清仓
ISRG
INTUITIVE SURGICAL INC
-$270.6K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$269.4K
440
建仓
FTXL
FIRST TR EXCHANGE TRADED FD
+$266.9K
2,387
建仓
QTEC
FIRST TR EXCHANGE-TRADED FD
+$264.1K
1,150
增持
PYLD
PIMCO ETF TR
+$263.2K
719,299
+0%
建仓
GOOG
ALPHABET INC
+$261.6K
1,074
减持
WMB
WILLIAMS COS INC
-$258.5K
3,837
-52%
清仓
IT
GARTNER INC
-$254.7K
0
-100%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$253.9K
12,413
+29%
增持
HEI
HEICO CORP NEW
+$246.6K
26,365
+5%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$238.0K
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$237.2K
13,824
减持
—
EXXON MOBIL CORP
-$236.4K
2,716
-46%
增持
LMT
LOCKHEED MARTIN CORP
+$231.0K
6,104
+0%
清仓
WM
WASTE MGMT INC DEL
-$223.6K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$206.2K
811
清仓
SOXX
ISHARES TR
-$206.2K
0
-100%
建仓
TQQQ
PROSHARES TR
+$204.7K
1,980
清仓
MMM
3M CO
-$203.2K
0
-100%
建仓
HD
HOME DEPOT INC
+$203.1K
501
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$202.4K
890
-42%
减持
VRSK
VERISK ANALYTICS INC
-$196.6K
3,272
-0%
增持
CTAS
CINTAS CORP
-$185.9K
23,638
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$182.2K
3,747
+25%
减持
GEV
GE VERNOVA INC
+$173.1K
2,500
-3%
减持
SHY
ISHARES TR
-$148.8K
53,734
-3%
减持
T
AT&T INC
-$144.1K
34,077
-11%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$137.4K
0
-100%
增持
IBDV
ISHARES TR
+$130.9K
397,200
+1%
减持
MSFT
MICROSOFT CORP
+$125.4K
8,949
-1%
减持
CVX
CHEVRON CORP NEW
-$111.3K
2,550
-28%
减持
ABBV
ABBVIE INC
+$105.0K
2,300
-0%
减持
BSX
BOSTON SCIENTIFIC CORP
-$89.9K
5,338
-6%
减持
AVGO
BROADCOM INC
+$86.4K
1,669
-1%
减持
QYLD
GLOBAL X FDS
-$80.2K
13,808
-27%
减持
PRFD
PIMCO ETF TR
-$80.0K
5,905
-22%
减持
IBDT
ISHARES TR
-$78.1K
230,959
-2%
减持
RTX
RTX CORPORATION
-$72.2K
1,271
-35%
增持
JNJ
JOHNSON & JOHNSON
+$64.5K
1,684
+4%
减持
CCJ
CAMECO CORP
+$58.3K
6,190
-0%
增持
PLUG
PLUG POWER INC
+$47.2K
55,603
+1%
减持
QQQ
INVESCO QQQ TR
+$46.6K
1,873
-4%
增持
MAR
MARRIOTT INTL INC NEW
+$45.2K
19,388
+6%
减持
BNY
BANK NEW YORK MELLON CORP
+$44.9K
2,859
-2%
增持
VTI
VANGUARD INDEX FDS
+$44.5K
1,816
+0%
减持
VIS
VANGUARD WORLD FD
-$42.2K
43,119
-6%
减持
FCX
FREEPORT-MCMORAN INC
-$42.0K
10,000
-0%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$41.8K
15,453
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$41.4K
3,034
+3%
增持
BAC
BANK AMERICA CORP
+$39.9K
6,304
+5%
减持
SPG
SIMON PPTY GROUP INC NEW
+$39.9K
1,720
-2%
增持
AXP
AMERICAN EXPRESS CO
+$39.0K
1,387
+5%
减持
FXO
FIRST TR EXCHANGE TRADED FD
+$34.1K
12,574
-1%
增持
PHO
INVESCO EXCHANGE TRADED FD T
+$33.6K
5,640
+6%
减持
CAT
CATERPILLAR INC
+$33.0K
793
-11%
减持
V
VISA INC
-$32.7K
1,017
-5%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$27.7K
6,212
+5%
减持
PG
PROCTER AND GAMBLE CO
-$27.4K
1,550
-7%
减持
WMT
WALMART INC
+$26.9K
5,253
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$19.5K
3,729
+2%
增持
WFC
WELLS FARGO CO NEW
+$18.8K
4,856
+0%
减持
AADR
ADVISORSHARES TR
+$17.3K
3,574
-4%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$16.4K
136,238
+0%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$15.6K
2,607
-5%
减持
PRN
INVESCO EXCHANGE TRADED FD T
+$13.8K
2,336
-6%
增持
OCCI
OFS CREDIT COMPANY INC
-$9.6K
11,753
+0%
减持
GGME
INVESCO EXCHANGE TRADED FD T
-$8.8K
6,143
-7%
增持
NFLX
NETFLIX INC
-$8.7K
368
+10%
减持
MPLX
MPLX LP
-$7.3K
4,242
-0%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$4.5K
3,449
+0%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
+$4.3K
7,006
-5%
增持
EMR
EMERSON ELEC CO
-$3.6K
2,095
+0%
减持
QQXT
FIRST TR EXCHANGE-TRADED FD
-$3.1K
6,801
-1%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
-$1.7K
6,608
-6%
增持
CSCO
CISCO SYS INC
-$1.0K
3,986
+1%
