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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 148 项
建仓 26
增持 41
减持 55
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
SLV
ISHARES SILVER TR
-$21.6M
3,268
-99%
清仓
IYC
ISHARES TR
-$20.6M
0
-100%
建仓
IEZ
ISHARES TR
+$19.9M
686,398
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
SOXX
ISHARES TR
+$19.8M
59,899
增持
EMXC
ISHARES INC
+$18.0M
244,964
+1333%
减持
IYF
ISHARES TR
-$16.3M
2,632
-98%
清仓
IGV
ISHARES TR
-$13.2M
0
-100%
建仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$12.5M
182,845
清仓
IDU
ISHARES TR
-$12.0M
0
-100%
建仓
XTL
SPDR SERIES TRUST
+$11.8M
62,669
建仓
RAAX
VANECK ETF TRUST
+$10.7M
262,900
清仓
PANW
PALO ALTO NETWORKS INC
-$8.9M
0
-100%
建仓
IGE
ISHARES TR
+$8.0M
127,042
建仓
VLO
VALERO ENERGY CORP
+$6.9M
27,832
建仓
SLB
SLB LIMITED
+$6.3M
121,700
清仓
CTAS
CINTAS CORP
-$6.1M
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$6.0M
6,717
清仓
LDOS
LEIDOS HOLDINGS INC
-$5.7M
0
-100%
增持
ITA
ISHARES TR
+$5.6M
128,568
+23%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$5.4M
0
-100%
增持
ICLN
ISHARES TR
+$4.6M
467,939
+96%
清仓
NOW
SERVICENOW INC
-$4.3M
0
-100%
减持
—
EATON CORP PLC
-$4.2M
615
-96%
减持
GLD
SPDR GOLD TR
-$3.2M
81,912
-16%
减持
MSFT
MICROSOFT CORP
-$2.9M
25,513
-0%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.5M
146,526
减持
GOOGL
ALPHABET INC
-$2.4M
37,994
-11%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$2.1M
133,411
+25%
减持
QQQ
INVESCO QQQ TR
-$2.0M
1,443
-68%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
380,507
+7%
增持
MINT
PIMCO ETF TR
+$1.3M
124,603
+12%
增持
HYGH
ISHARES U S ETF TR
+$1.3M
146,471
+12%
增持
IYJ
ISHARES TR
+$1.2M
83,451
+12%
增持
PYLD
PIMCO ETF TR
+$1.2M
834,932
+8%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.1M
484,244
+4%
建仓
HAL
HALLIBURTON CO
+$1.1M
28,524
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$1.1M
140,442
+21%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
73,674
+18%
增持
IAU
ISHARES GOLD TR
+$1.1M
149,400
+0%
减持
DIA
STATE STR SPDR DOW JONES IND
-$815.6K
480
-78%
增持
VIS
VANGUARD WORLD FD
+$774.9K
44,218
+1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$738.2K
913
-74%
清仓
FXU
FIRST TR EXCHANGE TRADED FD
-$731.0K
0
-100%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$717.2K
0
-100%
建仓
FXN
FIRST TR EXCHANGE-TRADED FD
+$693.2K
30,862
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$691.6K
3,444
增持
SHV
ISHARES TR
+$687.8K
93,278
+7%
减持
LMT
LOCKHEED MARTIN CORP
+$666.2K
5,946
-2%
建仓
FTXR
FIRST TR EXCHANGE TRADED FD
+$656.4K
17,225
增持
IVV
ISHARES TR
+$612.9K
18,078
+11%
清仓
AXP
AMERICAN EXPRESS CO
-$577.8K
0
-100%
增持
IBDV
ISHARES TR
+$560.6K
455,756
+7%
减持
KLAC
KLA CORP
-$512.4K
7,446
-21%
减持
GE
GE AEROSPACE
-$493.6K
8,976
-9%
减持
JPM
JPMORGAN CHASE & CO
-$479.3K
5,486
-16%
增持
NLR
VANECK ETF TRUST
+$475.6K
30,113
+6%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$467.6K
9,859
-2%
增持
SHY
ISHARES TR
+$457.5K
61,167
+10%
减持
AAPL
APPLE INC
-$425.8K
14,133
-4%
减持
AMZN
AMAZON COM INC
-$401.2K
7,116
-13%
建仓
PXJ
INVESCO EXCHANGE TRADED FD T
+$376.1K
9,075
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$367.7K
0
-100%
清仓
PNQI
INVESCO EXCHANGE TRADED FD T
-$355.2K
0
-100%
清仓
GGME
INVESCO EXCHANGE TRADED FD T
-$345.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$329.8K
3,801
+45%
建仓
PKB
INVESCO EXCHANGE TRADED FD T
+$322.5K
3,305
减持
WFC
WELLS FARGO & CO
-$320.9K
3,412
-46%
建仓
PJP
INVESCO EXCHANGE TRADED FD T
+$319.9K
3,083
增持
CAT
CATERPILLAR INC
+$317.1K
791
+86%
建仓
CCI
CROWN CASTLE INC
+$311.0K
3,825
增持
HEI
HEICO CORP NEW
-$299.7K
36,613
+15%
增持
WMT
WALMART INC
+$299.5K
7,008
+37%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$290.3K
0
-100%
增持
—
TRANSOCEAN LTD
+$282.6K
80,000
+33%
建仓
GILD
GILEAD SCIENCES INC
+$279.9K
2,008
清仓
AADR
ADVISORSHARES TR
-$279.8K
0
-100%
清仓
IGOV
ISHARES TR
-$277.8K
0
-100%
减持
TSLA
TESLA INC
-$267.9K
2,640
-5%
清仓
QTEC
FIRST TR EXCHANGE-TRADED FD
-$262.7K
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES NV
+$247.7K
3,075
清仓
AES
AES CORP
-$240.5K
0
-100%
建仓
CLOI
VANECK ETF TRUST
+$235.3K
4,465
清仓
MO
ALTRIA GROUP INC
-$235.0K
0
-100%
减持
STLD
STEEL DYNAMICS INC
+$233.3K
37,314
-2%
清仓
ORCL
ORACLE CORP
-$231.0K
0
-100%
建仓
EIX
EDISON INTL
+$230.2K
3,145
建仓
F
FORD MTR CO
+$224.5K
19,458
清仓
NFLX
NETFLIX INC
-$224.3K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
-$219.4K
569,955
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$214.1K
14,375
+8%
清仓
IAK
ISHARES TR
-$209.5K
0
-100%
清仓
TQQQ
PROSHARES TR
-$208.8K
0
-100%
建仓
TRST
TRUSTCO BK CORP N Y
+$203.1K
4,638
建仓
VZ
VERIZON COMMUNICATIONS INC
+$200.9K
4,002
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$200.5K
0
-100%
增持
IBDT
ISHARES TR
+$197.6K
246,393
+4%
增持
IAI
ISHARES TR
-$195.3K
69,755
+7%
减持
BSX
BOSTON SCIENTIFIC CORP
-$177.3K
5,245
-1%
增持
NVDA
NVIDIA CORPORATION
+$142.3K
91,166
+9%
增持
VOO
VANGUARD INDEX FDS
+$139.0K
641
+65%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$136.7K
16,863
+8%
减持
META
META PLATFORMS INC
-$130.5K
1,065
-5%
减持
V
VISA INC
-$127.0K
738
-26%
减持
LLY
ELI LILLY & CO
-$122.5K
476
-9%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$117.3K
211,946
+3%
减持
MAR
MARRIOTT INTL INC NEW
-$113.9K
21,236
-7%
减持
TJX
TJX COS INC NEW
+$113.3K
43,244
-2%
减持
CVX
CHEVRON CORPORATION
+$112.4K
2,422
-5%
减持
AMD
ADVANCED MICRO DEVICES INC
-$110.2K
3,361
-9%
减持
ABBV
ABBVIE INC
-$103.5K
1,455
-21%
减持
T
AT&T INC
+$100.4K
24,824
-0%
减持
CCJ
CAMECO CORP
+$96.6K
6,000
-1%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$90.6K
14,253
-6%
增持
JNJ
JOHNSON & JOHNSON
+$81.2K
1,492
+9%
减持
BAC
BANK AMERICA CORP
-$79.2K
5,314
-14%
建仓
—
STELLANTIS N.V
+$73.0K
10,300
减持
APA
APA CORPORATION
+$66.3K
7,783
-28%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
-$65.8K
15,183
-13%
清仓
OCCI
OFS CREDIT COMPANY INC
-$56.3K
0
-100%
减持
—
INVESCO LTD
-$54.9K
9,267
-13%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$51.9K
3,127
-7%
减持
VTI
VANGUARD INDEX FDS
-$44.1K
1,763
-3%
减持
WMB
WILLIAMS COS INC
+$42.9K
3,734
-2%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$41.0K
4,317
-7%
减持
GS
GOLDMAN SACHS GROUP INC
-$41.0K
496
-5%
减持
GOOG
ALPHABET INC
-$40.7K
1,498
-0%
增持
PRFD
PIMCO ETF TR
+$40.3K
6,574
+16%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$38.3K
762
-19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$33.7K
975
+7%
减持
AVGO
BROADCOM INC
-$33.1K
898
-0%
减持
MTUM
ISHARES TR
-$32.7K
1,130
-7%
增持
QYLD
GLOBAL X FDS
+$27.2K
15,308
+15%
减持
PSI
INVESCO EXCHANGE TRADED FD T
+$27.1K
4,215
-10%
减持
EMR
EMERSON ELEC CO
-$27.1K
1,862
-9%
减持
FTXL
FIRST TR EXCHANGE TRADED FD
-$19.5K
6,797
-12%
增持
PLUG
PLUG PWR INC
+$16.4K
55,738
+0%
增持
GM
GENERAL MTRS CO
-$15.4K
3,975
+4%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$15.3K
2,142
-9%
减持
PBD
INVESCO EXCH TRADED FD TR II
+$15.2K
20,567
-6%
减持
KNCT
INVESCO EXCHANGE TRADED FD T
-$11.6K
2,540
-6%
增持
C
CITIGROUP INC
-$9.1K
3,090
+0%
减持
MU
MICRON TECHNOLOGY INC
-$8.3K
1,070
-17%
减持
MPLX
MPLX LP
+$8.2K
3,758
-3%
减持
RTX
RTX CORPORATION
-$7.1K
1,163
-8%
减持
BNY
BANK NEW YORK MELLON CORP
+$5.1K
3,012
-1%
增持
CSCO
CISCO SYS INC
+$2.4K
4,006
+0%
增持
MS
MORGAN STANLEY
-$2.1K
1,721
+7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.8K
3,050
-0%
