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Moran Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Moran Wealth Management, LLC

报告期 2026-03-31 · CIK 0001965334

持仓数

474

前50大市值合计

$1.36B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AVGO BROADCOM INC

COM

$58.6M

189,286

4.3%

PH PARKER-HANNIFIN CORP

COM

$55.6M

62,133

4.1%

NVDA NVIDIA CORPORATION

COM

$54.6M

313,149

4.0%

— TRANE TECHNOLOGIES PLC

SHS

$48.1M

115,374

3.5%

EOG EOG RES INC

COM

$43.7M

301,981

3.2%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$41.8M

217,549

3.1%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$41.5M

122,945

3.1%

HWM HOWMET AEROSPACE INC

COM

$36.4M

158,056

2.7%

MSFT MICROSOFT CORP

COM

$33.9M

91,657

2.5%

CAT CATERPILLAR INC

COM

$33.5M

47,323

2.5%

WSM WILLIAMS SONOMA INC

COM

$31.5M

172,560

2.3%

AMP AMERIPRISE FINL INC

COM

$31.3M

70,412

2.3%

T AT&T INC

COM

$29.3M

1,010,614

2.2%

ZTS ZOETIS INC

CL A

$29.2M

247,304

2.2%

CDNS CADENCE DESIGN SYSTEM INC

COM

$29.0M

104,512

2.1%

FDX FEDEX CORP

COM

$26.8M

75,254

2.0%

MRK MERCK & CO INC

COM

$26.5M

220,292

2.0%

PCAR PACCAR INC

COM

$25.6M

221,405

1.9%

V VISA INC

COM CL A

$25.6M

84,584

1.9%

JPM JPMORGAN CHASE & CO

COM

$25.5M

86,785

1.9%

— LINDE PLC

SHS

$25.5M

51,421

1.9%

LMT LOCKHEED MARTIN CORP

COM

$25.2M

41,736

1.9%

APH AMPHENOL CORP

CL A

$24.8M

195,887

1.8%

GOOGL ALPHABET INC

CAP STK CL A

$23.7M

82,533

1.7%

NTAP NETAPP INC

COM

$23.1M

225,310

1.7%

CME CME GROUP INC

COM

$22.9M

77,465

1.7%

ANET ARISTA NETWORKS INC

COM SHS

$22.4M

182,605

1.7%

JNJ JOHNSON & JOHNSON

COM

$22.2M

90,903

1.6%

GOOG ALPHABET INC

CAP STK CL C

$22.1M

76,968

1.6%

TXN TEXAS INSTRS INC

COM

$21.7M

112,008

1.6%

RSG REPUBLIC SVCS INC

COM

$21.5M

98,086

1.6%

PGR PROGRESSIVE CORP

COM

$21.3M

107,653

1.6%

CSCO CISCO SYS INC

COM

$21.3M

274,925

1.6%

DGX QUEST DIAGNOSTICS INC

COM

$21.2M

108,351

1.6%

CASY CASEYS GEN STORES INC

COM

$20.8M

28,627

1.5%

AFL AFLAC INC

COM

$20.7M

188,305

1.5%

META META PLATFORMS INC

CL A

$20.6M

35,969

1.5%

MCK MCKESSON CORP

COM

$20.3M

23,417

1.5%

MSI MOTOROLA SOLUTIONS INC

COM NEW

$20.2M

46,603

1.5%

WMT WALMART INC

COM

$20.0M

161,231

1.5%

— EATON CORP PLC

SHS

$19.5M

54,428

1.4%

PG PROCTER & GAMBLE CO

COM

$19.4M

134,599

1.4%

AMZN AMAZON COM INC

COM

$19.2M

92,276

1.4%

LRCX LAM RESEARCH CORP

COM NEW

$19.0M

88,825

1.4%

CVX CHEVRON CORPORATION

COM

$18.7M

90,406

1.4%

KR KROGER CO

COM

$18.6M

256,577

1.4%

COR CENCORA INC

COM

$18.5M

58,824

1.4%

PHM PULTE GROUP INC

COM

$18.5M

157,052

1.4%

PWR QUANTA SVCS INC

COM

$18.3M

33,379

1.4%

IRM IRON MTN INC DEL

COM

$17.7M

173,360

1.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

22%前 6 大占比

AVGO4.3%PH4.1%NVDA4.0%TRANE TECHNOLOGIES PLC3.5%EOG3.2%RSP3.1%