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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 20
增持 34
减持 69
清仓 27
方向
标的
Δ市值
现股数(环比)
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$21.4M
0
-100%
清仓
TGT
TARGET CORP
-$11.5M
0
-100%
减持
MOS
MOSAIC CO NEW
-$10.5M
80,985
-72%
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。
清仓
GNR
SPDR INDEX SHS FDS
-$9.5M
0
-100%
建仓
—
EATON CORP PLC
+$8.7M
43,091
建仓
AME
AMETEK INC
+$8.6M
52,873
建仓
FTNT
FORTINET INC
+$8.4M
111,004
建仓
—
INTERPUBLIC GROUP COS INC
+$8.0M
207,305
减持
PRU
PRUDENTIAL FINL INC
-$7.3M
115,049
-45%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$6.7M
88,264
+3130%
增持
PFF
ISHARES TR
+$6.6M
224,949
+2057%
增持
VYMI
VANGUARD WHITEHALL FDS
+$6.5M
108,680
+1955%
建仓
YLD
PRINCIPAL EXCHANGE TRADED FD
+$6.0M
329,424
减持
DG
DOLLAR GEN CORP NEW
-$5.3M
114,190
-3%
清仓
PFXF
VANECK ETF TRUST
-$5.1M
0
-100%
增持
MRK
MERCK & CO INC
+$4.7M
296,335
+7%
增持
AVGO
BROADCOM INC
+$4.7M
20,253
+1%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$4.6M
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$4.6M
63,753
建仓
DIVO
AMPLIFY ETF TR
+$4.6M
128,414
减持
PH
PARKER-HANNIFIN CORP
+$4.4M
106,992
-4%
清仓
DHR
DANAHER CORPORATION
-$4.2M
0
-100%
减持
MSFT
MICROSOFT CORP
+$4.1M
94,014
-3%
减持
MSCI
MSCI INC
-$3.9M
40,393
-1%
减持
USMV
ISHARES TR
-$3.8M
171,578
-25%
清仓
INKM
SSGA ACTIVE ETF TR
-$3.6M
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$3.4M
36,317
增持
JNJ
JOHNSON & JOHNSON
+$3.4M
223,239
+3%
减持
GIS
GENERAL MLS INC
-$3.2M
357,083
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$3.2M
192,989
-4%
清仓
HDG
PROSHARES TR
-$3.1M
0
-100%
增持
CBOE
CBOE GLOBAL MKTS INC
+$3.0M
26,380
+476%
增持
—
LINDE PLC
+$2.9M
80,589
+2%
清仓
QAI
INDEXIQ ETF TR
-$2.9M
0
-100%
增持
BKR
BAKER HUGHES COMPANY
+$2.9M
646,125
+6%
增持
AAPL
APPLE INC
+$2.8M
96,332
+0%
减持
MCK
MCKESSON CORP
+$2.8M
55,991
-6%
清仓
BTAL
AGF INVTS TR
-$2.8M
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$2.8M
20,840
-3%
减持
HSY
HERSHEY CO
-$2.7M
164,000
-5%
减持
PHM
PULTE GROUP INC
+$2.5M
142,085
-2%
减持
GD
GENERAL DYNAMICS CORP
-$2.5M
60,973
-11%
减持
PGR
PROGRESSIVE CORP
-$2.5M
110,944
-8%
清仓
RLY
SSGA ACTIVE ETF TR
-$2.5M
0
-100%
建仓
AMLP
ALPS ETF TR
+$2.3M
58,624
增持
SPDW
SPDR INDEX SHS FDS
+$2.3M
779,121
+8%
减持
NOC
NORTHROP GRUMMAN CORP
-$2.2M
49,044
-8%
减持
HUM
HUMANA INC
-$2.2M
43,315
-2%
减持
AVB
AVALONBAY CMNTYS INC
-$2.1M
165,834
-17%
减持
LMT
LOCKHEED MARTIN CORP
-$2.0M
76,382
-3%
减持
MTZ
MASTEC INC
+$1.9M
95,943
-4%
增持
VALE
VALE S A
-$1.9M
1,322,798
+6%
减持
MOH
MOLINA HEALTHCARE INC
+$1.8M
65,020
-2%
增持
CL
COLGATE PALMOLIVE CO
+$1.8M
279,515
+6%
减持
EW
EDWARDS LIFESCIENCES CORP
+$1.8M
172,501
-2%
减持
IQV
IQVIA HLDGS INC
+$1.8M
70,854
-1%
减持
PWR
QUANTA SVCS INC
+$1.8M
86,652
-5%
减持
PCAR
PACCAR INC
+$1.8M
218,245
-3%
减持
CRUS
CIRRUS LOGIC INC
-$1.7M
55,771
-3%
减持
LAD
LITHIA MTRS INC
+$1.7M
22,992
-0%
建仓
—
LIVENT CORP
+$1.7M
62,281
减持
HWM
HOWMET AEROSPACE INC
+$1.7M
252,485
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
185,644
+1%
减持
EOG
EOG RES INC
-$1.7M
305,111
-4%
减持
NEE
NEXTERA ENERGY INC
-$1.7M
62,121
-24%
减持
ROL
ROLLINS INC
+$1.6M
310,913
-0%
建仓
CCJ
CAMECO CORP
+$1.6M
49,981
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$1.5M
219,052
+53%
增持
L
LOEWS CORP
+$1.5M
375,496
+5%
减持
EXP
EAGLE MATLS INC
+$1.5M
45,259
-5%
清仓
XLE
SELECT SECTOR SPDR TR
-$1.4M
0
-100%
减持
SLB
SCHLUMBERGER LTD
-$1.4M
260,283
-10%
清仓
VDE
VANGUARD WORLD FDS
-$1.4M
0
-100%
增持
CSX
CSX CORP
+$1.4M
341,352
+0%
清仓
IGE
ISHARES TR
-$1.4M
0
-100%
建仓
ALB
ALBEMARLE CORP
+$1.4M
6,202
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.4M
7,687
-18%
增持
MAA
MID-AMER APT CMNTYS INC
+$1.4M
102,451
+9%
增持
ENB
ENBRIDGE INC
+$1.3M
217,766
+23%
减持
KDP
KEURIG DR PEPPER INC
-$1.3M
323,391
-0%
增持
BX
BLACKSTONE INC
+$1.3M
225,871
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$1.3M
41,880
-1%
建仓
FANG
DIAMONDBACK ENERGY INC
+$1.3M
9,850
减持
NVO
NOVO-NORDISK A S
-$1.3M
233,408
-5%
减持
AMP
AMERIPRISE FINL INC
+$1.3M
59,928
-1%
减持
ES
EVERSOURCE ENERGY
-$1.2M
116,646
-4%
减持
AN
AUTONATION INC
+$1.2M
49,220
-4%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$1.2M
0
-100%
减持
UFPI
UFP INDUSTRIES INC
+$1.2M
70,476
-1%
减持
CVX
CHEVRON CORP NEW
-$1.2M
110,523
-3%
减持
PEP
PEPSICO INC
-$1.2M
26,269
-21%
增持
—
STERIS PLC
+$1.2M
31,512
+2%
增持
BC
BRUNSWICK CORP
+$1.2M
217,268
+1%
减持
CE
CELANESE CORP DEL
+$1.2M
224,167
-2%
清仓
MTRN
MATERION CORP
-$1.2M
0
-100%
减持
MTH
MERITAGE HOMES CORP
+$1.2M
50,870
-2%
清仓
FMF
FIRST TR EXCHANGE-TRADED FD
-$1.1M
0
-100%
增持
ITT
ITT INC
+$1.1M
89,492
+7%
建仓
HCC
WARRIOR MET COAL INC
+$1.1M
29,153
建仓
CELH
CELSIUS HLDGS INC
+$1.1M
7,592
清仓
VOO
VANGUARD INDEX FDS
-$1.1M
0
-100%
清仓
VTHR
VANGUARD SCOTTSDALE FDS
-$1.1M
0
-100%
减持
—
TOTALENERGIES SE
-$1.1M
517,691
-1%
增持
DRI
DARDEN RESTAURANTS INC
+$1.1M
59,863
+4%
增持
—
HIBBETT INC
-$1.1M
54,623
+5%
减持
FDX
FEDEX CORP
+$1.1M
59,810
-1%
减持
MLI
MUELLER INDS INC
+$1.1M
85,845
-2%
清仓
GUNR
FLEXSHARES TR
-$1.1M
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$1.1M
28,026
-5%
减持
—
TOPBUILD CORP
+$1.0M
19,979
-3%
减持
WAFD
WASHINGTON FED INC
-$1.0M
277,225
-0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$1.0M
30,439
-17%
减持
RVTY
REVVITY INC
-$1.0M
62,334
-1%
建仓
AGI
ALAMOS GOLD INC NEW
+$991.4K
83,128
减持
TXN
TEXAS INSTRS INC
-$978.0K
142,397
-0%
增持
INCY
INCYTE CORP
-$969.2K
128,241
+4%
清仓
SLX
VANECK ETF TRUST
-$966.1K
0
-100%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$960.9K
212,891
-2%
减持
AFL
AFLAC INC
+$958.3K
223,915
-2%
清仓
DBMF
LITMAN GREGORY FDS TR
-$954.4K
0
-100%
减持
DGX
QUEST DIAGNOSTICS INC
-$918.9K
4,770
-58%
增持
QCOM
QUALCOMM INC
-$918.2K
136,810
+1%
清仓
IMO
IMPERIAL OIL LTD
-$917.4K
0
-100%
建仓
WY
WEYERHAEUSER CO MTN BE
+$909.6K
27,143
减持
WAB
WABTEC
+$906.5K
112,174
-1%
减持
WM
WASTE MGMT INC DEL
-$904.7K
29,152
-20%
减持
LLY
LILLY ELI & CO
-$904.6K
8,148
-41%
减持
STM
STMICROELECTRONICS N V
-$904.5K
199,442
-2%
建仓
BTU
PEABODY ENERGY CORP
+$878.9K
40,575
清仓
CI
THE CIGNA GROUP
-$877.0K
0
-100%
清仓
—
MARATHON OIL CORP
-$871.3K
0
-100%
减持
—
DISCOVER FINL SVCS
+$868.3K
53,748
-2%
增持
CTAS
CINTAS CORP
+$867.4K
14,604
+6%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$857.8K
20,922
-2%
增持
KO
COCA COLA CO
+$854.7K
347,543
+7%
减持
IYR
ISHARES TR
-$849.7K
6,795
-60%
减持
ENS
ENERSYS
+$846.1K
42,809
-2%
增持
—
AON PLC
+$841.2K
25,120
+1%
减持
MA
MASTERCARD INCORPORATED
+$840.6K
35,334
-2%
减持
DE
DEERE & CO
-$840.3K
56,175
-2%
减持
AEM
AGNICO EAGLE MINES LTD
-$802.5K
9,411
-62%
清仓
KR
KROGER CO
-$801.4K
0
-100%
增持
BCC
BOISE CASCADE CO DEL
+$800.0K
26,328
+5%
增持
VEEV
VEEVA SYS INC
+$794.3K
55,080
+0%
建仓
—
HESS CORP
+$792.5K
5,829
清仓
MTDR
MATADOR RES CO
-$783.5K
0
-100%
增持
—
GARMIN LTD
+$775.5K
149,961
+2%
增持
DDS
DILLARDS INC
+$775.0K
20,690
+7%
建仓
ADI
ANALOG DEVICES INC
+$774.0K
3,973
减持
CIVI
CIVITAS RESOURCES INC
-$769.6K
63,914
-16%
