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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 22
增持 52
减持 53
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
IRM
IRON MTN INC DEL
+$20.1M
224,603
减持
CI
THE CIGNA GROUP
-$17.9M
10,980
-81%
建仓
HRB
BLOCK H & R INC
+$17.3M
319,714
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
IQV
IQVIA HLDGS INC
-$17.3M
0
-100%
清仓
OKTA
OKTA INC
-$16.6M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$16.5M
106,582
+46%
清仓
XPO
XPO INC
-$16.5M
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$16.3M
99,472
增持
—
LAM RESEARCH CORP
+$13.6M
13,216
+2754%
减持
MEDP
MEDPACE HLDGS INC
-$13.6M
590
-98%
减持
EXPD
EXPEDITORS INTL WASH INC
-$13.3M
56,338
-66%
减持
MSCI
MSCI INC
-$13.3M
19,903
-51%
建仓
WAB
WABTEC
+$12.9M
81,757
减持
LECO
LINCOLN ELEC HLDGS INC
-$12.1M
13,153
-77%
建仓
EVR
EVERCORE INC
+$11.5M
55,110
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$11.4M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.2M
41,023
+216%
增持
PHM
PULTE GROUP INC
+$11.1M
261,313
+79%
减持
NFLX
NETFLIX INC
-$11.1M
2,576
-88%
减持
—
EXXON MOBIL CORP
-$11.1M
201,076
-32%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$11.0M
175,242
清仓
INTC
INTEL CORP
-$10.8M
0
-100%
建仓
EFX
EQUIFAX INC
+$10.3M
42,680
清仓
DRI
DARDEN RESTAURANTS INC
-$9.3M
0
-100%
减持
AZO
AUTOZONE INC
-$9.3M
1,266
-69%
清仓
SUZ
SUZANO S A
-$9.2M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$9.2M
23,096
-50%
清仓
DDS
DILLARDS INC
-$9.1M
0
-100%
增持
DECK
DECKERS OUTDOOR CORP
+$8.9M
18,489
+94%
建仓
FICO
FAIR ISAAC CORP
+$8.8M
5,920
清仓
DE
DEERE & CO
-$8.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$8.5M
265,106
+887%
减持
WSM
WILLIAMS SONOMA INC
-$8.2M
160,761
-5%
减持
CE
CELANESE CORP DEL
-$8.1M
217,420
-0%
建仓
EWP
ISHARES INC
+$7.5M
241,532
减持
AVGO
BROADCOM INC
+$7.4M
27,814
-1%
减持
MOH
MOLINA HEALTHCARE INC
-$7.2M
62,503
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.0M
198,284
-2%
减持
—
EVEREST GROUP LTD
-$7.0M
30,353
-35%
减持
CHE
CHEMED CORP NEW
-$6.0M
33,959
-11%
减持
PH
PARKER-HANNIFIN CORP
-$5.8M
94,983
-2%
建仓
INDA
ISHARES TR
+$5.8M
104,415
清仓
DG
DOLLAR GEN CORP NEW
-$5.8M
0
-100%
清仓
EWW
ISHARES INC
-$5.6M
0
-100%
减持
NVO
NOVO-NORDISK A S
+$5.6M
434,831
-1%
建仓
—
DORIAN LPG LTD
+$5.6M
132,314
清仓
—
MASIMO CORP
-$5.5M
0
-100%
清仓
EWJ
ISHARES INC
-$5.4M
0
-100%
增持
PCAR
PACCAR INC
+$5.2M
295,136
+45%
建仓
MS
MORGAN STANLEY
+$5.1M
52,838
增持
AFL
AFLAC INC
+$5.1M
252,306
+24%
清仓
—
M D C HLDGS INC
-$5.0M
0
-100%
清仓
—
HIBBETT INC
-$4.9M
0
-100%
增持
BC
BRUNSWICK CORP
-$4.8M
209,004
+1%
减持
NTAP
NETAPP INC
+$4.7M
218,150
-2%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$4.6M
20,364
增持
—
DISCOVER FINL SVCS
+$4.5M
86,523
+66%
清仓
HUM
HUMANA INC
-$4.5M
0
-100%
减持
—
STELLANTIS N.V
-$4.5M
522,331
-0%
增持
CME
CME GROUP INC
+$4.4M
41,332
+138%
增持
SNPS
SYNOPSYS INC
+$4.3M
20,357
+49%
清仓
PNW
PINNACLE WEST CAP CORP
-$4.1M
0
-100%
增持
T
AT&T INC
+$4.0M
782,718
+25%
建仓
—
HANESBRANDS INC
+$3.8M
766,879
增持
GOOG
ALPHABET INC
+$3.8M
109,146
+2%
减持
PEP
PEPSICO INC
-$3.7M
65,253
-21%
减持
GMED
GLOBUS MED INC
-$3.6M
14,593
-83%
清仓
DLTR
DOLLAR TREE INC
-$3.5M
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$3.5M
1,555
+110%
清仓
—
ASTRAZENECA PLC
-$3.5M
0
-100%
清仓
MC
MOELIS & CO
-$3.4M
0
-100%
增持
PLD
PROLOGIS INC.
-$3.3M
189,535
+0%
建仓
TMUS
T-MOBILE US INC
+$3.2M
18,226
增持
CPRT
COPART INC
+$3.1M
107,221
+132%
建仓
CAL
CALERES INC
+$3.1M
93,322
清仓
DT
DYNATRACE INC
-$3.1M
0
-100%
增持
GOOGL
ALPHABET INC
+$3.1M
90,764
+2%
增持
AMGN
AMGEN INC
+$3.1M
27,520
+41%
减持
MRK
MERCK & CO INC
-$3.0M
353,804
-0%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$3.0M
38,690
减持
SFM
SPROUTS FMRS MKT INC
+$3.0M
193,348
-6%
建仓
ATR
APTARGROUP INC
+$3.0M
20,966
建仓
KMI
KINDER MORGAN INC DEL
+$2.9M
147,354
清仓
—
LABORATORY CORP AMER HLDGS
-$2.9M
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$2.8M
0
-100%
减持
—
LINDE PLC
-$2.8M
75,542
-2%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$2.7M
178,022
建仓
LH
LABCORP HOLDINGS INC
+$2.7M
13,320
减持
—
CHUBB LIMITED
-$2.7M
81,310
-10%
减持
NTR
NUTRIEN LTD
-$2.7M
18,724
-72%
减持
TXN
TEXAS INSTRS INC
+$2.5M
131,385
-1%
减持
MSFT
MICROSOFT CORP
+$2.5M
109,804
-1%
减持
—
TRANE TECHNOLOGIES PLC
+$2.4M
175,035
-5%
增持
SNA
SNAP ON INC
-$2.4M
90,897
+3%
增持
AVB
AVALONBAY CMNTYS INC
+$2.4M
111,027
+0%
增持
HAL
HALLIBURTON CO
+$2.4M
185,060
+89%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
49,578
+5%
增持
VEEV
VEEVA SYS INC
-$2.3M
60,736
+5%
增持
CDW
CDW CORP
-$2.2M
77,143
+2%
减持
MUSA
MURPHY USA INC
+$2.2M
48,037
-1%
增持
CMI
CUMMINS INC
+$2.1M
20,096
+71%
减持
CRUS
CIRRUS LOGIC INC
+$2.1M
59,120
-0%
减持
MPWR
MONOLITHIC PWR SYS INC
+$2.1M
15,074
-1%
减持
ANF
ABERCROMBIE & FITCH CO
+$2.0M
39,760
-1%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$2.0M
164,910
-3%
减持
AGCO
AGCO CORP
-$2.0M
78,643
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.0M
28,619
+5%
减持
ASX
ASE TECHNOLOGY HLDG CO LTD
-$2.0M
347,717
-36%
增持
CNC
CENTENE CORP DEL
+$1.9M
112,180
+60%
增持
LBRT
LIBERTY ENERGY INC
+$1.9M
213,046
+72%
减持
HWM
HOWMET AEROSPACE INC
+$1.9M
244,204
-2%
减持
SLB
SCHLUMBERGER LTD
-$1.8M
235,464
-0%
减持
CELH
CELSIUS HLDGS INC
-$1.8M
6,399
-76%
减持
—
GARMIN LTD
+$1.8M
144,963
-1%
减持
BX
BLACKSTONE INC
-$1.8M
203,423
-1%
增持
OC
OWENS CORNING NEW
+$1.7M
106,013
+6%
减持
IWV
ISHARES TR
-$1.7M
839
-87%
增持
NOC
NORTHROP GRUMMAN CORP
-$1.7M
49,140
+2%
增持
CAT
CATERPILLAR INC
-$1.6M
55,310
+1%
增持
AAPL
APPLE INC
+$1.6M
32,754
+5%
减持
IT
GARTNER INC
-$1.5M
55,224
-0%
增持
CVS
CVS HEALTH CORP
+$1.5M
167,107
+60%
增持
DHI
D R HORTON INC
-$1.5M
69,722
+1%
建仓
MU
MICRON TECHNOLOGY INC
+$1.5M
11,324
增持
—
ARISTA NETWORKS INC
+$1.5M
21,167
+3%
增持
LLY
ELI LILLY & CO
+$1.4M
8,647
+5%
增持
MYRG
MYR GROUP INC DEL
-$1.4M
36,007
+1%
减持
PWR
QUANTA SVCS INC
-$1.4M
74,050
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
233,742
+2%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$1.4M
28,422
+12%
增持
LKQ
LKQ CORP
-$1.4M
128,489
+2%
增持
MA
MASTERCARD INCORPORATED
-$1.4M
34,992
+0%
增持
WMT
WALMART INC
+$1.3M
166,795
+1%
减持
REGN
REGENERON PHARMACEUTICALS
+$1.3M
19,644
-2%
增持
HII
HUNTINGTON INGALLS INDS INC
-$1.3M
31,444
+1%
减持
MTZ
MASTEC INC
+$1.2M
91,944
-0%
减持
—
TOTALENERGIES SE
-$1.2M
476,688
-1%
增持
WNC
WABASH NATL CORP
+$1.2M
178,676
+100%
增持
COR
CENCORA INC
-$1.2M
73,514
+1%
减持
FIX
COMFORT SYS USA INC
-$1.2M
43,277
-4%
减持
IR
INGERSOLL RAND INC
-$1.2M
199,037
-2%
减持
—
TOPBUILD CORP
-$1.1M
18,642
-1%
增持
AME
AMETEK INC
-$1.0M
69,176
+1%
增持
LAD
LITHIA MTRS INC
-$1.0M
22,862
+1%
减持
CCJ
CAMECO CORP
-$1.0M
47,095
-39%
减持
COST
COSTCO WHSL CORP NEW
+$1.0M
10,540
-3%
增持
—
MEDTRONIC PLC
-$1.0M
222,638
+5%
增持
VMI
VALMONT INDS INC
+$1.0M
19,998
+2%
增持
LEN
LENNAR CORP
-$1.0M
55,988
+3%
增持
JNJ
JOHNSON & JOHNSON
-$979.7K
87,667
+1%
