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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 30
增持 36
减持 47
清仓 37
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
-$22.6M
92,062
-59%
清仓
L
LOEWS CORP
-$22.3M
0
-100%
建仓
PSA
PUBLIC STORAGE
+$21.5M
81,769
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
CL
COLGATE PALMOLIVE CO
-$21.5M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$20.5M
145,468
+3178%
建仓
YUM
YUM BRANDS INC
+$20.4M
163,252
清仓
RF
REGIONS FINANCIAL CORP NEW
-$20.3M
0
-100%
增持
CSCO
CISCO SYS INC
+$20.2M
716,278
+103%
减持
GIS
GENERAL MLS INC
-$20.1M
114,021
-68%
减持
MCK
MCKESSON CORP
-$19.7M
9,625
-83%
清仓
EWBC
EAST WEST BANCORP INC
-$19.1M
0
-100%
建仓
REG
REGENCY CTRS CORP
+$18.8M
316,415
建仓
NTAP
NETAPP INC
+$18.4M
242,061
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$18.3M
0
-100%
减持
KO
COCA COLA CO
-$17.7M
58,343
-83%
减持
VALE
VALE S A
-$16.3M
108,038
-92%
建仓
—
BLACKROCK INC
+$14.5M
22,457
减持
MAA
MID-AMER APT CMNTYS INC
-$14.4M
8,987
-91%
建仓
CRM
SALESFORCE INC
+$14.3M
70,457
减持
AAPL
APPLE INC
-$14.0M
27,433
-72%
增持
EXPD
EXPEDITORS INTL WASH INC
+$13.9M
167,852
+277%
清仓
ROL
ROLLINS INC
-$13.3M
0
-100%
建仓
CDW
CDW CORP
+$13.1M
64,834
建仓
POOL
POOL CORP
+$12.6M
35,413
建仓
GPN
GLOBAL PMTS INC
+$12.6M
108,815
清仓
UNP
UNION PAC CORP
-$12.1M
0
-100%
建仓
WDC
WESTERN DIGITAL CORP.
+$12.0M
262,796
减持
CVX
CHEVRON CORP NEW
-$12.0M
32,206
-71%
建仓
ADBE
ADOBE INC
+$12.0M
23,442
清仓
CSX
CSX CORP
-$11.6M
0
-100%
建仓
—
STELLANTIS N.V
+$10.9M
567,750
建仓
PTC
PTC INC
+$10.9M
77,212
减持
AVB
AVALONBAY CMNTYS INC
-$10.7M
120,306
-27%
建仓
OC
OWENS CORNING NEW
+$10.6M
78,012
增持
GOOGL
ALPHABET INC
+$10.6M
86,328
+1355%
减持
PGR
PROGRESSIVE CORP
-$10.4M
30,455
-73%
建仓
—
ACCENTURE PLC IRELAND
+$10.4M
33,921
清仓
PRU
PRUDENTIAL FINL INC
-$10.1M
0
-100%
清仓
KDP
KEURIG DR PEPPER INC
-$10.1M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.8M
27,707
-44%
增持
PKG
PACKAGING CORP AMER
+$9.4M
88,582
+177%
增持
LEN
LENNAR CORP
+$9.3M
89,433
+1525%
建仓
GM
GENERAL MTRS CO
+$9.2M
278,576
增持
IR
INGERSOLL RAND INC
+$8.8M
221,268
+170%
清仓
—
AON PLC
-$8.7M
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$8.3M
0
-100%
增持
—
EATON CORP PLC
+$8.1M
78,842
+83%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$8.0M
20,711
-84%
清仓
—
INTERPUBLIC GROUP COS INC
-$8.0M
0
-100%
增持
USMV
ISHARES TR
+$7.9M
285,531
+66%
增持
META
META PLATFORMS INC
+$7.6M
27,992
+948%
建仓
RLI
RLI CORP
+$7.6M
55,915
清仓
RVTY
REVVITY INC
-$7.4M
0
-100%
清仓
WAFD
WASHINGTON FED INC
-$7.4M
0
-100%
清仓
—
STERIS PLC
-$7.1M
0
-100%
增持
DG
DOLLAR GEN CORP NEW
-$7.0M
117,380
+3%
增持
MRK
MERCK & CO INC
+$6.5M
395,415
+33%
清仓
YLD
PRINCIPAL EXCHANGE TRADED FD
-$6.0M
0
-100%
减持
WSM
WILLIAMS SONOMA INC
+$5.7M
191,888
-0%
建仓
UMC
UNITED MICROELECTRONICS CORP
+$5.7M
805,413
清仓
NEE
NEXTERA ENERGY INC
-$4.6M
0
-100%
减持
MTZ
MASTEC INC
-$4.6M
93,463
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$4.4M
75,273
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$4.3M
172,290
-0%
减持
—
ARCH RESOURCES INC
-$4.1M
10,880
-80%
增持
MDLZ
MONDELEZ INTL INC
+$4.0M
240,898
+39%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$4.0M
0
-100%
增持
MSFT
MICROSOFT CORP
+$4.0M
114,064
+21%
清仓
WELL
WELLTOWER INC
-$3.8M
0
-100%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$3.7M
144,491
-32%
增持
CHRD
CHORD ENERGY CORPORATION
+$3.7M
37,358
+145%
清仓
WMB
WILLIAMS COS INC
-$3.7M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$3.5M
138,910
-2%
增持
SFM
SPROUTS FMRS MKT INC
+$3.4M
215,792
+35%
减持
—
TOTALENERGIES SE
+$3.2M
502,936
-3%
增持
NVO
NOVO-NORDISK A S
+$3.2M
450,596
+93%
清仓
PM
PHILIP MORRIS INTL INC
-$3.2M
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$3.1M
18,756
-65%
减持
SONY
SONY GROUP CORP
-$3.1M
142,742
-13%
建仓
—
ARCH CAP GROUP LTD
+$3.0M
37,262
建仓
—
EVEREST GROUP LTD
+$3.0M
7,948
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$2.9M
21,079
+1%
清仓
MOS
MOSAIC CO NEW
-$2.8M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.8M
183,120
-1%
减持
—
EXXON MOBIL CORP
+$2.7M
327,325
-2%
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$2.6M
0
-100%
减持
BX
BLACKSTONE INC
+$2.6M
220,342
-2%
增持
HSY
HERSHEY CO
-$2.6M
191,757
+17%
减持
DLTR
DOLLAR TREE INC
-$2.5M
67,150
-0%
清仓
MET
METLIFE INC
-$2.5M
0
-100%
增持
—
MASIMO CORP
-$2.5M
34,757
+3%
清仓
KRG
KITE RLTY GROUP TR
-$2.4M
0
-100%
减持
—
CAPRI HOLDINGS LIMITED
-$2.4M
19,300
-80%
增持
ULTA
ULTA BEAUTY INC
+$2.4M
9,942
+198%
增持
ELV
ELEVANCE HEALTH INC
+$2.4M
34,035
+21%
清仓
WRB
BERKLEY W R CORP
-$2.3M
0
-100%
增持
BP
BP PLC
+$2.3M
548,023
+2%
清仓
VICI
VICI PPTYS INC
-$2.2M
0
-100%
增持
CE
CELANESE CORP DEL
+$2.2M
224,472
+0%
清仓
SVC
SERVICE PPTYS TR
-$2.2M
0
-100%
建仓
SSD
SIMPSON MFG INC
+$2.2M
14,464
清仓
COLD
AMERICOLD REALTY TRUST INC
-$2.1M
0
-100%
增持
MSCI
MSCI INC
+$2.1M
41,093
+2%
减持
ATO
ATMOS ENERGY CORP
-$2.1M
199,754
-0%
清仓
—
OUTFRONT MEDIA INC
-$2.1M
0
-100%
减持
INTU
INTUIT
+$2.0M
39,386
-0%
减持
IQV
IQVIA HLDGS INC
-$2.0M
70,694
-0%
增持
HUM
HUMANA INC
+$2.0M
43,878
+1%
清仓
LPLA
LPL FINL HLDGS INC
-$2.0M
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$2.0M
71,664
-2%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$1.9M
332,182
+52%
减持
DE
DEERE & CO
-$1.9M
55,157
-2%
减持
REGN
REGENERON PHARMACEUTICALS
+$1.9M
20,528
-1%
减持
—
TRANE TECHNOLOGIES PLC
+$1.9M
196,041
-1%
清仓
NXST
NEXSTAR MEDIA GROUP INC
-$1.9M
0
-100%
减持
SLB
SCHLUMBERGER LTD
+$1.9M
251,589
-3%
清仓
—
WORLD WRESTLING ENTMT INC
-$1.9M
0
-100%
增持
AME
AMETEK INC
+$1.8M
70,147
+33%
建仓
COF
CAPITAL ONE FINL CORP
+$1.7M
17,999
减持
BC
BRUNSWICK CORP
-$1.7M
216,355
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$1.7M
185,821
-4%
减持
GD
GENERAL DYNAMICS CORP
-$1.7M
51,606
-15%
减持
BKR
BAKER HUGHES COMPANY
+$1.6M
624,641
-3%
清仓
MAC
MACERICH CO
-$1.6M
0
-100%
减持
—
LINDE PLC
-$1.6M
78,093
-3%
清仓
NGVT
INGEVITY CORP
-$1.6M
0
-100%
减持
MOH
MOLINA HEALTHCARE INC
+$1.6M
64,663
-1%
增持
—
DISCOVER FINL SVCS
-$1.6M
54,179
+1%
减持
PWR
QUANTA SVCS INC
-$1.6M
82,523
-5%
增持
CCJ
CAMECO CORP
+$1.5M
77,286
+55%
建仓
TKO
TKO GROUP HOLDINGS INC
+$1.5M
17,445
清仓
—
SITE CTRS CORP
-$1.5M
0
-100%
减持
DRI
DARDEN RESTAURANTS INC
-$1.4M
59,806
-0%
减持
CAT
CATERPILLAR INC
+$1.4M
56,070
-1%
增持
FANG
DIAMONDBACK ENERGY INC
+$1.4M
17,501
+78%
减持
GTY
GETTY RLTY CORP NEW
-$1.4M
108,743
-16%
增持
—
KELLANOVA
-$1.3M
192,556
+1%
增持
STM
STMICROELECTRONICS N V
-$1.3M
200,245
+0%
减持
AVGO
BROADCOM INC
-$1.3M
19,578
-3%
增持
—
PIONEER NAT RES CO
+$1.3M
8,771
+148%
减持
—
CHUBB LIMITED
+$1.3M
84,698
-0%
建仓
REXR
REXFORD INDL RLTY INC
+$1.3M
25,543
建仓
CTRE
CARETRUST REIT INC
+$1.3M
61,062
建仓
FR
FIRST INDL RLTY TR INC
+$1.2M
25,985
建仓
NNN
NNN REIT INC
+$1.2M
34,794
建仓
IVT
INVENTRUST PPTYS CORP
+$1.2M
50,770
增持
MPWR
MONOLITHIC PWR SYS INC
-$1.2M
15,012
+0%
建仓
ELS
EQUITY LIFESTYLE PPTYS INC
+$1.2M
18,398
建仓
AMH
AMERICAN HOMES 4 RENT
+$1.2M
34,389
增持
LKQ
LKQ CORP
-$1.2M
146,511
+2%
