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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 36
减持 70
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$35.9M
95,796
+112%
建仓
NOBL
PROSHARES TR
+$28.8M
279,302
建仓
IWS
ISHARES TR
+$23.8M
170,086
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。
建仓
MRK
MERCK & CO INC
+$18.0M
214,812
清仓
HRB
BLOCK H & R INC
-$17.0M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$16.3M
82,257
-53%
增持
APH
AMPHENOL CORP NEW
+$15.3M
208,579
+96%
减持
MOH
MOLINA HEALTHCARE INC
-$14.3M
21,482
-65%
清仓
FICO
FAIR ISAAC CORP
-$14.2M
0
-100%
建仓
KLAC
KLA CORP
+$14.0M
12,944
减持
CINF
CINCINNATI FINL CORP
-$13.8M
1,816
-98%
减持
LMT
LOCKHEED MARTIN CORP
-$13.7M
48,128
-41%
减持
MUSA
MURPHY USA INC
-$13.6M
14,141
-70%
增持
PG
PROCTER AND GAMBLE CO
+$13.5M
129,826
+222%
增持
IWD
ISHARES TR
+$13.0M
65,120
+4496%
清仓
BRO
BROWN & BROWN INC
-$12.5M
0
-100%
增持
NFLX
NETFLIX INC
+$11.8M
13,199
+338%
减持
CI
THE CIGNA GROUP
-$11.8M
15,153
-69%
清仓
MAS
MASCO CORP
-$10.9M
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$10.9M
85,677
+1310%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$10.8M
29,609
-58%
增持
NVDA
NVIDIA CORPORATION
+$10.8M
318,471
+3%
建仓
WRB
BERKLEY W R CORP
+$10.4M
135,541
清仓
FTNT
FORTINET INC
-$10.3M
0
-100%
增持
—
GARMIN LTD
+$10.1M
192,113
+8%
建仓
OTIS
OTIS WORLDWIDE CORP
+$10.1M
109,986
减持
DUK
DUKE ENERGY CORP NEW
-$9.9M
25,441
-77%
减持
GDDY
GODADDY INC
-$9.9M
22,920
-68%
清仓
TW
TRADEWEB MKTS INC
-$9.9M
0
-100%
清仓
—
AXIS CAP HLDGS LTD
-$9.1M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$8.9M
133,675
-15%
减持
SFM
SPROUTS FMRS MKT INC
-$8.8M
135,245
-5%
清仓
TTD
THE TRADE DESK INC
-$8.6M
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$8.5M
37,933
-51%
减持
—
AMCOR PLC
-$8.3M
265,189
-77%
减持
ANET
ARISTA NETWORKS INC
+$8.0M
191,832
-2%
建仓
IQV
IQVIA HLDGS INC
+$7.9M
41,798
增持
DXCM
DEXCOM INC
+$7.9M
153,333
+443%
清仓
FISV
FISERV INC
-$7.6M
0
-100%
减持
AMP
AMERIPRISE FINL INC
-$7.6M
69,282
-11%
建仓
IDXX
IDEXX LABS INC
+$7.5M
11,807
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$6.8M
3,980
-96%
增持
TOL
TOLL BROTHERS INC
+$6.5M
74,091
+129%
减持
MDLZ
MONDELEZ INTL INC
-$6.5M
74,860
-55%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$6.4M
175,168
-7%
清仓
DVA
DAVITA INC
-$6.2M
0
-100%
减持
GOOGL
ALPHABET INC
+$6.0M
94,493
-2%
减持
YEAR
AB ACTIVE ETFS INC
-$6.0M
68,120
-63%
减持
DECK
DECKERS OUTDOOR CORP
-$5.8M
48,271
-54%
增持
EME
EMCOR GROUP INC
+$5.8M
25,220
+27%
增持
ROL
ROLLINS INC
+$5.7M
301,163
+42%
减持
GOOG
ALPHABET INC
+$5.3M
102,156
-7%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$5.3M
0
-100%
清仓
DHI
D R HORTON INC
-$5.2M
0
-100%
减持
WSM
WILLIAMS SONOMA INC
+$5.1M
212,664
-5%
减持
INTU
INTUIT
-$5.0M
35,879
-4%
减持
CAT
CATERPILLAR INC
+$4.9M
59,357
-2%
减持
—
TRANE TECHNOLOGIES PLC
-$4.8M
126,971
-5%
增持
TROW
PRICE T ROWE GROUP INC
+$4.6M
129,238
+44%
增持
CELH
CELSIUS HLDGS INC
+$4.5M
215,982
+26%
清仓
CMS
CMS ENERGY CORP
-$4.4M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$4.3M
46,967
+62%
增持
TKO
TKO GROUP HOLDINGS INC
+$4.2M
39,043
+95%
减持
PHM
PULTE GROUP INC
+$4.2M
176,391
-3%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$4.1M
140,775
-4%
减持
LKQ
LKQ CORP
-$3.9M
66,540
-59%
增持
CRM
SALESFORCE INC
+$3.9M
39,796
+96%
清仓
ATR
APTARGROUP INC
-$3.8M
0
-100%
增持
SF
STIFEL FINL CORP
+$3.8M
133,462
+22%
减持
LULU
LULULEMON ATHLETICA INC
-$3.7M
13,039
-48%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$3.6M
11,759
建仓
ECL
ECOLAB INC
+$3.5M
12,875
增持
KR
KROGER CO
+$3.5M
267,076
+32%
建仓
DRI
DARDEN RESTAURANTS INC
+$3.5M
18,239
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$3.5M
12,677
-35%
清仓
IT
GARTNER INC
-$3.5M
0
-100%
增持
LOW
LOWES COS INC
+$3.3M
65,140
+11%
清仓
LBRDA
LIBERTY BROADBAND CORP
-$3.3M
0
-100%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$3.3M
26,449
+827%
清仓
KNSL
KINSALE CAP GROUP INC
-$3.2M
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A
-$3.1M
35,706
-2%
减持
TXN
TEXAS INSTRS INC
-$3.1M
123,018
-1%
减持
DUSB
DIMENSIONAL ETF TRUST
-$3.1M
124,367
-33%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.1M
22,781
+446%
减持
PPC
PILGRIMS PRIDE CORP
-$3.1M
78,711
-43%
建仓
HCI
HCI GROUP INC
+$3.0M
15,627
清仓
MRSH
MARSH & MCLENNAN COS INC
-$3.0M
0
-100%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$2.9M
0
-100%
增持
AAPL
APPLE INC
+$2.9M
40,945
+11%
减持
MPWR
MONOLITHIC PWR SYS INC
+$2.8M
15,550
-1%
减持
MEDP
MEDPACE HLDGS INC
+$2.8M
14,491
-2%
建仓
ACIW
ACI WORLDWIDE INC
+$2.7M
51,428
减持
OC
OWENS CORNING NEW
-$2.7M
41,457
-33%
减持
FIX
COMFORT SYS USA INC
+$2.7M
21,165
-23%
减持
OMC
OMNICOM GROUP INC
-$2.7M
31,399
-57%
清仓
CHWY
CHEWY INC
-$2.7M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.6M
188,115
-4%
减持
BX
BLACKSTONE INC
-$2.6M
145,619
-21%
减持
CPRT
COPART INC
-$2.5M
63,776
-42%
增持
HSY
HERSHEY CO
+$2.5M
91,757
+4%
增持
AMAT
APPLIED MATLS INC
+$2.5M
70,837
+8%
建仓
ADUS
ADDUS HOMECARE CORP
+$2.4M
20,504
减持
HWM
HOWMET AEROSPACE INC
-$2.4M
214,365
-10%
减持
MTZ
MASTEC INC
+$2.4M
74,452
-6%
建仓
IWN
ISHARES TR
+$2.4M
13,374
减持
PH
PARKER-HANNIFIN CORP
+$2.3M
80,027
-4%
减持
PWR
QUANTA SVCS INC
-$2.2M
47,762
-18%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$2.2M
33,675
-33%
减持
—
TE CONNECTIVITY PLC
+$2.1M
46,316
-3%
减持
AFL
AFLAC INC
-$2.1M
204,122
-14%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$2.1M
48,417
建仓
PRI
PRIMERICA INC
+$2.1M
7,641
增持
HALO
HALOZYME THERAPEUTICS INC
+$2.1M
35,445
+262%
建仓
IWP
ISHARES TR
+$2.1M
14,625
减持
KO
COCA COLA CO
-$2.1M
47,051
-36%
减持
—
RENAISSANCERE HLDGS LTD
-$2.1M
880
-91%
减持
NTAP
NETAPP INC
+$2.0M
271,739
-4%
减持
ARGT
GLOBAL X FDS
-$2.0M
70,241
-14%
清仓
—
CHAMPIONX CORPORATION
-$2.0M
0
-100%
增持
CTRA
COTERRA ENERGY INC
+$2.0M
210,427
+80%
减持
BCC
BOISE CASCADE CO DEL
-$2.0M
13,868
-61%
清仓
TGNA
TEGNA INC
-$1.9M
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.9M
82,048
+30%
增持
EOG
EOG RES INC
-$1.9M
272,887
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$1.8M
89,133
-14%
减持
FLO
FLOWERS FOODS INC
-$1.8M
83,294
-54%
清仓
ONTO
ONTO INNOVATION INC
-$1.8M
0
-100%
建仓
DEM
WISDOMTREE TR
+$1.6M
35,142
减持
CSL
CARLISLE COS INC
-$1.6M
32,676
-1%
清仓
TGT
TARGET CORP
-$1.6M
0
-100%
减持
—
FLEX LTD
+$1.5M
185,882
-0%
增持
DGX
QUEST DIAGNOSTICS INC
+$1.5M
105,151
+2%
减持
SPGI
S&P GLOBAL INC
-$1.5M
26,094
-3%
增持
ULTA
ULTA BEAUTY INC
+$1.4M
12,954
+8%
减持
MSFT
MICROSOFT CORP
+$1.4M
107,203
-1%
减持
PKG
PACKAGING CORP AMER
+$1.4M
58,087
-3%
建仓
EWK
ISHARES INC
+$1.4M
59,313
减持
CME
CME GROUP INC
-$1.4M
73,605
-5%
减持
CSCO
CISCO SYS INC
-$1.4M
292,481
-5%
增持
ORCL
ORACLE CORP
+$1.4M
15,978
+11%
增持
EQX
EQUINOX GOLD CORP
+$1.4M
242,954
+2%
减持
CTAS
CINTAS CORP
-$1.3M
63,934
-2%
减持
PFGC
PERFORMANCE FOOD GROUP CO
+$1.3M
88,039
-2%
增持
TXRH
TEXAS ROADHOUSE INC
-$1.3M
62,831
+0%
增持
RSG
REPUBLIC SVCS INC
-$1.3M
83,843
+1%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$1.3M
107,690
-2%
减持
ITT
ITT INC
+$1.3M
70,274
-2%
增持
COLO
GLOBAL X FDS
+$1.3M
273,440
+2%
减持
PFF
ISHARES TR
-$1.3M
52,594
-45%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
+$1.3M
89,420
-3%
