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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
$1.36B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 23
增持 78
减持 35
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
SPYM
SPDR SER TR
-$111.1M
0
-100%
减持
URTH
ISHARES INC
-$94.1M
1,758
-100%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$54.1M
6,143
-98%
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
AVB
AVALONBAY CMNTYS INC
+$28.2M
199,452
+506%
建仓
—
LINDE PLC
+$27.8M
78,981
清仓
—
LINDE PLC
-$25.6M
0
-100%
建仓
MSCI
MSCI INC
+$22.8M
40,754
减持
ABBV
ABBVIE INC
-$20.9M
4,917
-96%
减持
LLY
LILLY ELI & CO
-$20.2M
13,761
-80%
减持
DGX
QUEST DIAGNOSTICS INC
-$19.4M
11,234
-92%
清仓
FTNT
FORTINET INC
-$18.8M
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$17.3M
342,886
-43%
增持
CE
CELANESE CORP DEL
+$17.3M
227,651
+209%
建仓
SRE
SEMPRA
+$16.5M
108,933
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$16.0M
0
-100%
减持
—
MARATHON OIL CORP
-$14.9M
36,363
-94%
增持
HUM
HUMANA INC
+$14.7M
44,352
+235%
建仓
FDX
FEDEX CORP
+$13.7M
60,146
增持
VALE
VALE S A
+$13.4M
1,243,134
+238%
建仓
AVGO
BROADCOM INC
+$12.9M
20,127
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$12.8M
1,403
-97%
增持
RF
REGIONS FINANCIAL CORP NEW
+$12.7M
1,099,754
+209%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$12.5M
18,340
-92%
建仓
PNW
PINNACLE WEST CAP CORP
+$11.7M
147,972
增持
QCOM
QUALCOMM INC
+$11.5M
134,849
+161%
建仓
KDP
KEURIG DR PEPPER INC
+$11.5M
324,802
建仓
STM
STMICROELECTRONICS N V
+$10.9M
203,396
增持
L
LOEWS CORP
+$10.8M
359,091
+109%
减持
ALL
ALLSTATE CORP
-$10.2M
5,033
-94%
增持
CL
COLGATE PALMOLIVE CO
+$9.8M
262,871
+109%
增持
AAPL
APPLE INC
+$9.5M
96,322
+95%
建仓
IT
GARTNER INC
+$9.3M
28,686
减持
CSL
CARLISLE COS INC
-$8.9M
48,911
-42%
减持
CI
THE CIGNA GROUP
-$8.7M
3,432
-88%
建仓
WLK
WESTLAKE CORPORATION
+$8.7M
74,904
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$8.3M
200,392
-5%
清仓
WAT
WATERS CORP
-$8.3M
0
-100%
减持
TTD
THE TRADE DESK INC
-$8.0M
12,637
-94%
增持
PRU
PRUDENTIAL FINL INC
+$7.6M
210,481
+113%
增持
PH
PARKER-HANNIFIN CORP
+$6.4M
111,053
+5%
减持
IYR
ISHARES TR
-$6.4M
16,935
-82%
增持
MLI
MUELLER INDS INC
+$6.0M
87,322
+1143%
减持
KR
KROGER CO
-$5.9M
16,232
-89%
增持
SPDW
SPDR INDEX SHS FDS
+$5.9M
718,267
+24%
减持
BBY
BEST BUY INC
-$5.7M
4,858
-94%
增持
VEEV
VEEVA SYS INC
+$5.6M
54,936
+97%
增持
QDEL
QUIDELORTHO CORP
+$5.6M
84,921
+265%
减持
NVO
NOVO-NORDISK A S
+$5.6M
245,337
-1%
增持
MSFT
MICROSOFT CORP
+$5.5M
96,694
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.5M
183,389
+18%
增持
CSX
CSX CORP
+$5.4M
340,868
+118%
清仓
—
LHC GROUP INC
-$5.3M
0
-100%
增持
MAA
MID-AMER APT CMNTYS INC
+$5.2M
94,025
+64%
增持
BC
BRUNSWICK CORP
+$5.2M
215,253
+25%
建仓
PFXF
VANECK ETF TRUST
+$5.1M
291,272
增持
VXUS
VANGUARD STAR FDS
+$5.1M
413,856
+21%
清仓
VTWV
VANGUARD SCOTTSDALE FDS
-$5.1M
0
-100%
减持
IWV
ISHARES TR
-$5.0M
10,871
-68%
清仓
ISRG
INTUITIVE SURGICAL INC
-$5.0M
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$5.0M
665,207
+24%
增持
SONY
SONY GROUP CORPORATION
+$5.0M
166,540
+25%
增持
—
GARMIN LTD
+$5.0M
147,284
+37%
增持
BX
BLACKSTONE INC
+$4.9M
223,987
+13%
减持
SANM
SANMINA CORPORATION
-$4.9M
13,999
-86%
增持
DBEF
DBX ETF TR
+$4.9M
218,416
+151%
减持
EOG
EOG RES INC
-$4.9M
319,078
-0%
减持
NOC
NORTHROP GRUMMAN CORP
-$4.8M
53,160
-1%
增持
MPWR
MONOLITHIC PWR SYS INC
+$4.7M
15,070
+87%
增持
CSCO
CISCO SYS INC
+$4.6M
348,850
+22%
增持
AN
AUTONATION INC
+$4.5M
51,340
+130%
减持
MOH
MOLINA HEALTHCARE INC
-$4.4M
66,377
-1%
建仓
PRGS
PROGRESS SOFTWARE CORP
+$4.2M
73,945
增持
TXN
TEXAS INSTRS INC
+$4.2M
143,069
+6%
建仓
VNQ
VANGUARD INDEX FDS
+$4.2M
50,604
增持
EW
EDWARDS LIFESCIENCES CORP
+$4.1M
175,198
+26%
减持
CHD
CHURCH & DWIGHT CO INC
-$4.0M
3,982
-93%
增持
BHP
BHP GROUP LTD
+$3.9M
377,544
+17%
增持
MDLZ
MONDELEZ INTL INC
+$3.9M
176,114
+39%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$3.8M
5,084
-88%
增持
PCAR
PACCAR INC
+$3.8M
225,418
+76%
增持
DG
DOLLAR GEN CORP NEW
-$3.7M
117,197
+2%
增持
ENB
ENBRIDGE INC
+$3.6M
177,412
+123%
建仓
PM
PHILIP MORRIS INTL INC
+$3.4M
34,735
增持
GTY
GETTY RLTY CORP NEW
+$3.4M
124,959
+275%
减持
HSY
HERSHEY CO
+$3.3M
171,763
-1%
建仓
WELL
WELLTOWER INC
+$3.3M
46,058
增持
HWM
HOWMET AEROSPACE INC
+$3.3M
255,211
+34%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.2M
24,445
+58%
清仓
CIEN
CIENA CORP
-$3.2M
0
-100%
增持
—
ARCH RESOURCES INC
+$3.2M
48,423
+119%
增持
JNJ
JOHNSON & JOHNSON
+$3.2M
216,379
+26%
增持
DOV
DOVER CORP
+$3.2M
110,914
+10%
增持
WSM
WILLIAMS SONOMA INC
+$3.2M
193,126
+9%
建仓
TRV
TRAVELERS COMPANIES INC
+$3.1M
18,282
增持
—
DISCOVER FINL SVCS
+$3.1M
54,757
+134%
增持
INTU
INTUIT
+$3.0M
40,255
+5%
减持
—
TRANE TECHNOLOGIES PLC
+$3.0M
205,414
-1%
增持
CVX
CHEVRON CORP NEW
+$3.0M
113,922
+31%
增持
BP
BP PLC
+$3.0M
508,746
+9%
减持
LMT
LOCKHEED MARTIN CORP
-$2.9M
78,679
-4%
建仓
MYRG
MYR GROUP INC DEL
+$2.8M
22,448
建仓
MET
METLIFE INC
+$2.8M
47,651
增持
—
EXXON MOBIL CORP
+$2.7M
330,286
+9%
增持
CTRA
COTERRA ENERGY INC
+$2.7M
449,739
+33%
增持
TROW
PRICE T ROWE GROUP INC
+$2.7M
74,102
+43%
增持
—
AON PLC
+$2.7M
24,835
+45%
清仓
—
STORE CAP CORP
-$2.7M
0
-100%
增持
CRUS
CIRRUS LOGIC INC
+$2.5M
57,241
+14%
建仓
KRG
KITE RLTY GROUP TR
+$2.5M
120,673
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
42,136
+9%
增持
TGT
TARGET CORP
+$2.5M
69,688
+15%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$2.5M
24,896
清仓
ACWI
ISHARES TR
-$2.5M
0
-100%
建仓
—
OUTFRONT MEDIA INC
+$2.5M
151,078
增持
—
ENCORE WIRE CORP
+$2.4M
22,042
+83%
建仓
XENE
XENON PHARMACEUTICALS INC
+$2.4M
67,613
增持
PKG
PACKAGING CORP AMER
+$2.4M
28,212
+139%
增持
PHM
PULTE GROUP INC
+$2.4M
145,722
+9%
增持
DKS
DICKS SPORTING GOODS INC
+$2.3M
50,746
+25%
增持
PLD
PROLOGIS INC.
+$2.3M
141,442
+4%
增持
PGR
PROGRESSIVE CORP
+$2.3M
120,171
+4%
减持
WAFD
WASHINGTON FED INC
-$2.2M
278,348
-12%
减持
USMV
ISHARES TR
-$2.2M
227,528
-12%
增持
BYD
BOYD GAMING CORP
+$2.1M
41,259
+344%
减持
MRK
MERCK & CO INC
-$2.1M
276,800
-3%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$2.1M
127,545
+1%
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$2.1M
11,891
增持
DDS
DILLARDS INC
+$2.0M
19,422
+58%
减持
MCK
MCKESSON CORP
-$2.0M
59,342
-4%
清仓
—
ATLAS AIR WORLDWIDE HLDGS IN
-$2.0M
0
-100%
增持
EXPD
EXPEDITORS INTL WASH INC
+$2.0M
45,501
+56%
增持
—
MASIMO CORP
+$1.9M
34,181
+16%
增持
OXM
OXFORD INDS INC
+$1.9M
41,960
+56%
清仓
MZTI
LANCASTER COLONY CORP
-$1.9M
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
+$1.9M
21,585
-2%
增持
DRI
DARDEN RESTAURANTS INC
+$1.9M
57,371
+13%
增持
FIX
COMFORT SYS USA INC
+$1.9M
50,693
+5%
减持
PWR
QUANTA SVCS INC
+$1.9M
91,603
-3%
减持
MSI
MOTOROLA SOLUTIONS INC
+$1.8M
74,839
-1%
清仓
SCHH
SCHWAB STRATEGIC TR
-$1.8M
0
-100%
增持
—
STERIS PLC
+$1.8M
30,914
+40%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.7M
142,411
+13%
增持
—
LABORATORY CORP AMER HLDGS
+$1.7M
13,575
+126%
增持
ES
EVERSOURCE ENERGY
+$1.7M
121,339
+30%
增持
MTH
MERITAGE HOMES CORP
+$1.6M
52,008
+8%
增持
ZTS
ZOETIS INC
+$1.6M
63,846
+4%
增持
SO
SOUTHERN CO
+$1.6M
220,882
+14%
增持
—
TOPBUILD CORP
+$1.6M
20,557
+18%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.5M
51,637
+5%
增持
NGVT
INGEVITY CORP
+$1.5M
28,388
+311%
