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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 148 项
建仓 18
增持 52
减持 56
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
SLV
ISHARES SILVER TR
+$21.8M
339,166
减持
IAK
ISHARES TR
-$9.4M
1,539
-98%
清仓
ISHG
ISHARES TR
-$9.3M
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。
增持
MSFT
MICROSOFT CORP
+$7.7M
25,529
+185%
建仓
STLD
STEEL DYNAMICS INC
+$6.5M
38,255
建仓
LDOS
LEIDOS HOLDINGS INC
+$5.7M
31,682
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$5.4M
264,812
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$4.8M
0
-100%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$4.2M
116,070
-19%
清仓
FTNT
FORTINET INC
-$3.5M
0
-100%
增持
ICLN
ISHARES TR
+$2.8M
239,257
+215%
减持
GLD
SPDR GOLD TR
+$2.1M
97,098
-5%
增持
MAR
MARRIOTT INTL INC NEW
+$2.0M
22,756
+17%
减持
GOOGL
ALPHABET INC
+$2.0M
42,505
-9%
增持
NLR
VANECK ETF TRUST
+$1.9M
28,463
+130%
增持
HEI
HEICO CORP NEW
+$1.8M
31,951
+21%
增持
QQQ
INVESCO QQQ TR
+$1.7M
4,555
+143%
增持
IYF
ISHARES TR
+$1.6M
129,156
+9%
增持
KLAC
KLA CORP
+$1.6M
9,445
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
10,088
-20%
增持
PYLD
PIMCO ETF TR
+$1.4M
776,394
+8%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.4M
106,830
+13%
建仓
EMXC
ISHARES INC
+$1.2M
17,090
增持
CTAS
CINTAS CORP
+$1.2M
32,213
+36%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
13,279
+19%
减持
IAU
ISHARES GOLD TR
+$1.0M
148,873
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.0M
355,967
+6%
增持
MINT
PIMCO ETF TR
+$968.5K
111,601
+10%
清仓
SPYG
SPDR SERIES TRUST
-$866.8K
0
-100%
增持
IGV
ISHARES TR
-$859.7K
125,234
+2%
减持
LEU
CENTRUS ENERGY CORP
-$787.7K
2,056
-50%
清仓
SPSM
SPDR SERIES TRUST
-$786.1K
0
-100%
建仓
MISL
FIRST TR EXCHANGE-TRADED FD
+$744.7K
17,403
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$736.5K
2,910
-77%
增持
FTXL
FIRST TR EXCHANGE TRADED FD
+$735.8K
7,741
+224%
增持
SCHX
SCHWAB STRATEGIC TR
+$708.1K
551,211
+3%
增持
TJX
TJX COS INC NEW
+$681.0K
44,221
+5%
清仓
QQXT
FIRST TR EXCHANGE-TRADED FD
-$672.8K
0
-100%
增持
HYGH
ISHARES U S ETF TR
+$664.8K
130,748
+7%
清仓
BUG
GLOBAL X FDS
-$652.7K
0
-100%
增持
IBDV
ISHARES TR
+$617.9K
426,638
+7%
清仓
SPLB
SPDR SERIES TRUST
-$606.9K
0
-100%
增持
—
EATON CORP PLC
-$604.2K
13,996
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$596.8K
62,615
+7%
清仓
SPEU
SPDR INDEX SHS FDS
-$521.1K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$516.1K
0
-100%
增持
NOW
SERVICENOW INC
-$509.3K
27,869
+437%
减持
ITA
ISHARES TR
+$495.2K
104,845
-0%
增持
IYJ
ISHARES TR
+$482.8K
74,821
+3%
建仓
GS
GOLDMAN SACHS GROUP INC
+$460.6K
524
清仓
XME
SPDR SERIES TRUST
-$447.4K
0
-100%
增持
SHV
ISHARES TR
+$432.9K
87,237
+5%
清仓
XLI
SELECT SECTOR SPDR TR
-$409.9K
0
-100%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$406.7K
0
-100%
清仓
PRN
INVESCO EXCHANGE TRADED FD T
-$403.6K
0
-100%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$402.2K
205,517
+3%
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$400.3K
0
-100%
建仓
PSI
INVESCO EXCHANGE TRADED FD T
+$370.7K
4,701
建仓
MU
MICRON TECHNOLOGY INC
+$369.8K
1,295
清仓
COF
CAPITAL ONE FINL CORP
-$368.5K
0
-100%
减持
META
META PLATFORMS INC
-$366.6K
1,121
-26%
建仓
KNCT
INVESCO EXCHANGE TRADED FD T
+$363.6K
2,714
建仓
C
CITIGROUP INC
+$359.5K
3,081
建仓
PBD
INVESCO EXCH TRADED FD TR II
+$353.5K
21,982
增持
SCHG
SCHWAB STRATEGIC TR
+$343.8K
466,804
+0%
减持
T
AT&T INC
-$343.0K
24,931
-27%
清仓
BIL
SPDR SERIES TRUST
-$339.4K
0
-100%
增持
IYC
ISHARES TR
+$337.2K
199,422
+3%
减持
ORCL
ORACLE CORP
-$336.8K
1,185
-41%
清仓
SPDW
SPDR INDEX SHS FDS
-$324.2K
0
-100%
建仓
GM
GENERAL MTRS CO
+$311.5K
3,831
建仓
MTUM
ISHARES TR
+$303.9K
1,214
建仓
MS
MORGAN STANLEY
+$285.3K
1,607
增持
AAPL
APPLE INC
+$268.7K
14,760
+0%
建仓
APA
APA CORPORATION
+$264.0K
10,793
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$260.2K
945
增持
VIS
VANGUARD WORLD FD
+$255.2K
43,672
+1%
减持
IVV
ISHARES TR
+$245.5K
16,345
-0%
建仓
AES
AES CORP
+$240.5K
16,772
减持
AVGO
BROADCOM INC
-$239.5K
899
-46%
清仓
PG
PROCTER AND GAMBLE CO
-$238.2K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$237.2K
0
-100%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$236.2K
0
-100%
增持
IDU
ISHARES TR
+$225.8K
110,594
+4%
增持
NFLX
NETFLIX INC
-$216.9K
1,666
+353%
增持
GOOG
ALPHABET INC
+$208.8K
1,499
+40%
清仓
HD
HOME DEPOT INC
-$203.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$187.7K
3,707
-1%
增持
WFC
WELLS FARGO CO NEW
+$185.5K
6,358
+31%
增持
JPM
JPMORGAN CHASE & CO.
+$164.1K
6,496
+6%
增持
IBDT
ISHARES TR
+$149.4K
237,418
+3%
增持
SHY
ISHARES TR
+$135.3K
55,458
+3%
减持
CAT
CATERPILLAR INC
-$134.7K
425
-46%
增持
AMZN
AMAZON COM INC
+$129.2K
8,159
+2%
减持
IAI
ISHARES TR
+$125.8K
64,937
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$119.4K
6,052
-1%
增持
AXP
AMERICAN EXPRESS CO
+$117.2K
1,561
+13%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$114.2K
2,159
+8%
减持
ABBV
ABBVIE INC
-$112.4K
1,838
-20%
增持
PANW
PALO ALTO NETWORKS INC
-$107.0K
47,990
+9%
减持
NVDA
NVIDIA CORPORATION
-$98.6K
83,748
-1%
减持
VRSK
VERISK ANALYTICS INC
-$91.0K
3,271
-0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$90.6K
3,536
-5%
减持
GEV
GE VERNOVA INC
+$85.6K
2,483
-1%
减持
GIB
CGI INC
-$77.7K
7,834
-13%
减持
TSLA
TESLA INC
-$77.3K
2,778
-7%
减持
GE
GE AEROSPACE
+$60.8K
9,872
-0%
减持
GGME
INVESCO EXCHANGE TRADED FD T
-$49.5K
5,805
-6%
减持
MO
ALTRIA GROUP INC
-$46.9K
4,076
-4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$41.8K
4,039
+8%
增持
BNY
BANK NEW YORK MELLON CORP
+$40.7K
3,034
+6%
减持
IGOV
ISHARES TR
-$40.4K
6,643
-11%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$40.2K
12,040
-15%
增持
VUG
VANGUARD INDEX FDS
+$36.3K
916
+7%
减持
CCJ
CAMECO CORP
+$36.0K
6,067
-2%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
-$36.0K
6,584
-6%
增持
CSCO
CISCO SYS INC
+$35.7K
4,003
+0%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$35.0K
2,364
-9%
减持
SPG
SIMON PPTY GROUP INC NEW
-$32.5K
1,568
-9%
减持
AADR
ADVISORSHARES TR
-$30.3K
3,244
-9%
减持
LLY
ELI LILLY & CO
+$29.8K
521
-25%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$29.6K
11,884
-5%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$29.4K
4,665
-12%
减持
JNJ
JOHNSON & JOHNSON
-$28.8K
1,369
-19%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$28.7K
16,241
+5%
减持
WMT
WALMART INC
+$26.9K
5,103
-3%
减持
VOO
VANGUARD INDEX FDS
-$24.9K
389
-12%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$23.8K
15,548
-89%
增持
PLUG
PLUG POWER INC
-$20.0K
55,613
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$19.2K
912
+2%
减持
—
INVESCO LTD
-$19.1K
10,659
-18%
减持
RTX
RTX CORPORATION
+$18.8K
1,262
-1%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$15.5K
3,347
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
-$14.7K
5,311
-1%
减持
WMB
WILLIAMS COS INC
-$14.2K
3,807
-1%
增持
VTI
VANGUARD INDEX FDS
+$14.1K
1,819
+0%
减持
PRFD
PIMCO ETF TR
-$13.0K
5,685
-4%
减持
BAC
BANK AMERICA CORP
+$13.0K
6,150
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.8K
3,065
+1%
减持
—
EXXON MOBIL CORP
+$8.9K
2,618
-4%
减持
OCCI
OFS CREDIT COMPANY INC
-$7.3K
11,635
-1%
增持
CVX
CHEVRON CORP NEW
-$7.2K
2,551
+0%
减持
MPLX
MPLX LP
-$5.6K
3,865
-9%
增持
TQQQ
PROSHARES TR
+$4.0K
3,960
+100%
减持
EMR
EMERSON ELEC CO
-$3.8K
2,042
-3%
减持
V
VISA INC
+$3.2K
999
-2%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$1.4K
1,141
-1%
减持
QYLD
GLOBAL X FDS
+$462
13,318
-4%
