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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 47
增持 33
减持 50
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
SPDW
SPDR INDEX SHS FDS
-$25.3M
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$22.5M
0
-100%
清仓
SPEM
SPDR INDEX SHS FDS
-$22.5M
0
-100%
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。
减持
HSY
HERSHEY CO
-$22.2M
86,848
-55%
减持
CSCO
CISCO SYS INC
-$19.3M
380,627
-47%
增持
SNA
SNAP ON INC
+$17.6M
88,741
+183%
减持
USMV
ISHARES TR
-$17.2M
44,338
-84%
减持
REG
REGENCY CTRS CORP
-$17.1M
25,747
-92%
增持
SPY
SPDR S&P 500 ETF TR
+$15.8M
70,762
+69%
清仓
DOV
DOVER CORP
-$15.7M
0
-100%
增持
IT
GARTNER INC
+$15.5M
55,750
+99%
增持
—
EVEREST GROUP LTD
+$13.7M
46,994
+491%
减持
BP
BP PLC
-$13.5M
218,963
-60%
增持
AVGO
BROADCOM INC
+$12.7M
25,946
+33%
清仓
POOL
POOL CORP
-$12.6M
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$12.6M
0
-100%
建仓
INTC
INTEL CORP
+$12.2M
242,820
清仓
WAB
WABTEC
-$12.0M
0
-100%
增持
COR
CENCORA INC
+$11.9M
75,193
+286%
建仓
SPGI
S&P GLOBAL INC
+$11.8M
26,871
增持
JPM
JPMORGAN CHASE & CO
+$11.7M
193,072
+33%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$10.9M
0
-100%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$10.7M
140,804
增持
NVDA
NVIDIA CORPORATION
+$10.6M
23,455
+937%
建仓
AZO
AUTOZONE INC
+$10.5M
4,052
建仓
DT
DYNATRACE INC
+$10.2M
187,205
减持
SRE
SEMPRA
-$9.9M
75,544
-67%
减持
SO
SOUTHERN CO
-$9.9M
71,027
-69%
建仓
NFLX
NETFLIX INC
+$9.2M
18,921
清仓
GM
GENERAL MTRS CO
-$9.2M
0
-100%
建仓
—
UBS GROUP AG
+$8.8M
284,159
减持
—
EXXON MOBIL CORP
-$8.6M
298,515
-9%
清仓
FTNT
FORTINET INC
-$8.6M
0
-100%
建仓
T
AT&T INC
+$8.6M
511,472
清仓
ENB
ENBRIDGE INC
-$8.5M
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
-$8.4M
45,838
-73%
清仓
DBEF
DBX ETF TR
-$8.4M
0
-100%
增持
GOOG
ALPHABET INC
+$8.4M
100,669
+128%
建仓
GSK
GSK PLC
+$8.0M
216,942
建仓
EIDO
ISHARES TR
+$8.0M
358,867
建仓
EWI
ISHARES INC
+$8.0M
234,471
增持
BHP
BHP GROUP LTD
+$7.5M
449,667
+10%
减持
ELV
ELEVANCE HEALTH INC
-$6.7M
17,150
-50%
减持
—
TRANE TECHNOLOGIES PLC
+$6.4M
189,464
-3%
减持
WSM
WILLIAMS SONOMA INC
+$6.3M
179,213
-7%
减持
—
KELLANOVA
-$6.3M
92,715
-52%
增持
NTR
NUTRIEN LTD
+$6.3M
136,688
+470%
建仓
NTES
NETEASE INC
+$6.2M
66,904
减持
—
BLACKROCK INC
-$6.2M
10,274
-54%
减持
MSFT
MICROSOFT CORP
+$6.2M
112,160
-2%
减持
—
TOTALENERGIES SE
-$6.2M
399,414
-21%
清仓
QDEL
QUIDELORTHO CORP
-$6.1M
0
-100%
增持
RIO
RIO TINTO PLC
+$6.1M
210,579
+40%
减持
PSA
PUBLIC STORAGE
-$6.0M
50,977
-38%
减持
PH
PARKER-HANNIFIN CORP
+$5.9M
101,292
-3%
减持
QCOM
QUALCOMM INC
-$5.8M
64,987
-52%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.7M
208,160
+14%
减持
CE
CELANESE CORP DEL
+$5.7M
217,892
-3%
清仓
CVX
CHEVRON CORP NEW
-$5.4M
0
-100%
减持
STM
STMICROELECTRONICS N V
-$5.4M
64,537
-68%
建仓
ITUB
ITAU UNIBANCO HLDG S A
+$5.4M
776,583
减持
NVO
NOVO-NORDISK A S
+$5.4M
448,072
-1%
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD
+$5.3M
568,017
建仓
SNN
SMITH & NEPHEW PLC
+$5.2M
189,642
建仓
DEO
DIAGEO PLC
+$5.2M
35,465
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$5.1M
178,693
-4%
增持
PLD
PROLOGIS INC.
+$5.1M
175,329
+8%
建仓
SMFG
SUMITOMO MITSUI FINL GROUP I
+$5.1M
526,526
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$5.1M
588,818
建仓
—
UNILEVER PLC
+$5.1M
104,264
增持
CHE
CHEMED CORP NEW
+$5.0M
38,975
+14%
建仓
BTI
BRITISH AMERN TOB PLC
+$5.0M
170,458
建仓
EWW
ISHARES INC
+$5.0M
73,386
建仓
ABEV
AMBEV SA
+$4.9M
1,758,118
建仓
EWJ
ISHARES INC
+$4.9M
76,307
建仓
EQNR
EQUINOR ASA
+$4.9M
153,997
建仓
ARGT
GLOBAL X FDS
+$4.8M
93,352
减持
GIS
GENERAL MLS INC
-$4.7M
40,106
-65%
减持
INTU
INTUIT
+$4.4M
39,255
-0%
增持
CDW
CDW CORP
+$4.3M
76,589
+18%
增持
STLD
STEEL DYNAMICS INC
+$4.3M
42,185
+527%
增持
—
LINDE PLC
+$4.1M
80,702
+3%
减持
BX
BLACKSTONE INC
+$4.0M
211,234
-4%
建仓
AGCO
AGCO CORP
+$3.8M
31,463
增持
—
M D C HLDGS INC
+$3.8M
80,542
+421%
增持
MRK
MERCK & CO INC
+$3.8M
407,924
+3%
建仓
SUZ
SUZANO S A
+$3.8M
330,961
建仓
ANF
ABERCROMBIE & FITCH CO
+$3.7M
41,994
建仓
TM
TOYOTA MOTOR CORP
+$3.6M
19,508
增持
IWV
ISHARES TR
+$3.5M
20,586
+141%
减持
YUM
YUM BRANDS INC
-$3.5M
129,468
-21%
建仓
CI
THE CIGNA GROUP
+$3.5M
11,618
增持
—
ASML HOLDING N V
+$3.5M
4,905
+1111%
增持
ROP
ROPER TECHNOLOGIES INC
+$3.5M
12,941
+74%
减持
PHM
PULTE GROUP INC
+$3.4M
134,878
-5%
建仓
BKE
BUCKLE INC
+$3.4M
71,768
建仓
FSS
FEDERAL SIGNAL CORP
+$3.4M
44,275
建仓
PHG
KONINKLIJKE PHILIPS N V
+$3.4M
144,050
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$3.3M
25,510
减持
CRM
SALESFORCE INC
+$3.3M
66,726
-5%
建仓
FMS
FRESENIUS MEDICAL CARE AG
+$3.2M
155,897
建仓
SAP
SAP SE
+$3.2M
20,735
清仓
ARGX
ARGENX SE
-$3.1M
0
-100%
建仓
INFY
INFOSYS LTD
+$3.1M
168,401
建仓
—
COCA-COLA EUROPACIFIC PARTNE
+$3.1M
46,260
建仓
CCOI
COGENT COMMUNICATIONS HLDGS
+$3.0M
39,709
减持
INCY
INCYTE CORP
-$3.0M
71,451
-45%
减持
BC
BRUNSWICK CORP
+$3.0M
207,202
-4%
建仓
EQIX
EQUINIX INC
+$2.9M
3,628
建仓
EME
EMCOR GROUP INC
+$2.9M
13,519
减持
—
GARMIN LTD
+$2.9M
149,016
-4%
增持
MUSA
MURPHY USA INC
+$2.8M
21,805
+49%
清仓
KT
KT CORP
-$2.8M
0
-100%
建仓
NSIT
INSIGHT ENTERPRISES INC
+$2.8M
15,585
增持
MPWR
MONOLITHIC PWR SYS INC
+$2.7M
15,343
+2%
建仓
CASY
CASEYS GEN STORES INC
+$2.7M
9,718
减持
PRGS
PROGRESS SOFTWARE CORP
-$2.6M
29,032
-63%
减持
LMT
LOCKHEED MARTIN CORP
+$2.6M
73,608
-2%
减持
MTH
MERITAGE HOMES CORP
+$2.5M
49,324
-1%
建仓
BKNG
BOOKING HOLDINGS INC
+$2.5M
701
清仓
SHEL
SHELL PLC
-$2.4M
0
-100%
减持
ENS
ENERSYS
-$2.4M
16,345
-62%
建仓
—
ARISTA NETWORKS INC
+$2.4M
10,372
增持
MLI
MUELLER INDS INC
+$2.4M
193,813
+116%
清仓
XENE
XENON PHARMACEUTICALS INC
-$2.4M
0
-100%
增持
ACWI
ISHARES TR
+$2.4M
26,251
+691%
减持
—
TOPBUILD CORP
+$2.3M
19,331
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.3M
26,907
+8%
减持
AMP
AMERIPRISE FINL INC
+$2.2M
57,194
-3%
减持
DLTR
DOLLAR TREE INC
+$2.2M
65,822
-2%
减持
SLB
SCHLUMBERGER LTD
-$2.2M
239,778
-5%
减持
MSI
MOTOROLA SOLUTIONS INC
+$2.1M
69,131
-4%
减持
IR
INGERSOLL RAND INC
+$2.1M
209,832
-5%
建仓
CPRT
COPART INC
+$2.1M
43,091
建仓
LBRT
LIBERTY ENERGY INC
+$2.1M
114,759
增持
HWM
HOWMET AEROSPACE INC
+$2.0M
253,348
+0%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$2.0M
16,836
+167%
减持
PCAR
PACCAR INC
+$2.0M
208,342
-3%
清仓
PFSI
PENNYMAC FINL SVCS INC NEW
-$2.0M
0
-100%
清仓
—
PIONEER NAT RES CO
-$2.0M
0
-100%
减持
MOH
MOLINA HEALTHCARE INC
+$2.0M
64,156
-1%
减持
IQV
IQVIA HLDGS INC
+$2.0M
68,661
-3%
减持
PTC
PTC INC
+$2.0M
73,826
-4%
增持
META
META PLATFORMS INC
+$1.9M
29,241
+4%
减持
NTAP
NETAPP INC
+$1.9M
230,210
-5%
减持
HUM
HUMANA INC
-$1.9M
42,530
-3%
增持
ZTS
ZOETIS INC
+$1.9M
65,573
+3%
减持
BKR
BAKER HUGHES COMPANY
-$1.9M
590,870
-5%
增持
SONY
SONY GROUP CORP
+$1.9M
143,800
+1%
减持
CSL
CARLISLE COS INC
+$1.8M
41,946
-3%
