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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 20
增持 54
减持 56
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$56.4M
10,864
-89%
清仓
NOBL
PROSHARES TR
-$28.8M
0
-100%
减持
IWS
ISHARES TR
-$23.5M
1,980
-99%
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
HSY
HERSHEY CO
-$17.2M
0
-100%
增持
ZTS
ZOETIS INC
+$15.8M
202,741
+206%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$14.7M
4,730
-94%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$11.6M
121,183
-14%
减持
IWD
ISHARES TR
-$11.5M
8,163
-87%
建仓
GIS
GENERAL MLS INC
+$11.0M
237,286
减持
—
GARMIN LTD
-$10.4M
181,784
-5%
清仓
EWS
ISHARES INC
-$10.3M
0
-100%
建仓
EWZ
ISHARES INC
+$10.1M
317,665
减持
ABT
ABBOTT LABS
-$9.9M
1,709
-98%
清仓
UAE
ISHARES TR
-$9.2M
0
-100%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$9.0M
76,286
+158%
增持
FIX
COMFORT SYS USA INC
+$9.0M
28,357
+34%
建仓
FTNT
FORTINET INC
+$8.9M
112,439
减持
MSFT
MICROSOFT CORP
-$8.6M
96,999
-10%
增持
ACWI
ISHARES TR
+$8.4M
69,553
+561%
减持
MSI
MOTOROLA SOLUTIONS INC
-$8.3M
41,497
-22%
增持
—
CARNIVAL CORP
+$8.2M
277,604
+2941%
建仓
TW
TRADEWEB MKTS INC
+$7.8M
72,115
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$7.8M
96,602
+2327%
增持
CI
THE CIGNA GROUP
+$7.6M
43,567
+188%
建仓
EWP
ISHARES INC
+$7.5M
139,580
建仓
BRO
BROWN & BROWN INC
+$7.5M
93,521
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$7.2M
32,302
+155%
建仓
IWV
ISHARES TR
+$7.2M
18,660
减持
—
TRANE TECHNOLOGIES PLC
-$7.2M
119,149
-6%
增持
MRK
MERCK & CO INC
+$6.9M
236,969
+10%
减持
—
LINDE PLC
-$6.7M
59,752
-12%
建仓
HLNE
HAMILTON LANE INC
+$6.3M
46,818
减持
WSM
WILLIAMS SONOMA INC
-$6.2M
197,953
-7%
建仓
UL
UNILEVER PLC
+$6.2M
94,776
减持
NTAP
NETAPP INC
-$6.1M
243,199
-11%
减持
HWM
HOWMET AEROSPACE INC
-$5.7M
177,308
-17%
增持
EWK
ISHARES INC
+$5.7M
289,506
+388%
建仓
TTD
THE TRADE DESK INC
+$5.6M
148,567
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$5.6M
470,214
+56%
增持
PGR
PROGRESSIVE CORP
+$5.5M
169,145
+27%
减持
GOOGL
ALPHABET INC
+$5.4M
90,551
-4%
建仓
PODD
INSULET CORP
+$5.2M
18,252
清仓
—
TOTALENERGIES SE
-$5.1M
0
-100%
清仓
ARGT
GLOBAL X FDS
-$4.9M
0
-100%
清仓
—
UNILEVER PLC
-$4.9M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$4.7M
0
-100%
减持
IRM
IRON MTN INC DEL
-$4.5M
195,140
-4%
建仓
FDS
FACTSET RESH SYS INC
+$4.5M
15,363
减持
SFM
SPROUTS FMRS MKT INC
-$4.4M
128,921
-5%
清仓
DOCS
DOXIMITY INC
-$4.4M
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A
-$4.4M
35,401
-1%
减持
AVGO
BROADCOM INC
-$4.3M
205,123
-10%
减持
—
EATON CORP PLC
-$4.2M
61,381
-3%
增持
LULU
LULULEMON ATHLETICA INC
+$4.2M
31,244
+140%
增持
JKHY
HENRY JACK & ASSOC INC
+$4.1M
25,857
+573%
增持
LRCX
LAM RESEARCH CORP
+$4.1M
91,119
+6%
清仓
MOH
MOLINA HEALTHCARE INC
-$4.1M
0
-100%
减持
ORCL
ORACLE CORP
-$4.1M
2,173
-86%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$3.8M
48,908
+45%
减持
FDX
FEDEX CORP
+$3.7M
88,367
-5%
建仓
ACM
AECOM
+$3.6M
38,076
增持
LLY
ELI LILLY & CO
+$3.6M
10,613
+4%
增持
CPAY
CORPAY INC
+$3.6M
21,283
+116%
减持
PH
PARKER-HANNIFIN CORP
+$3.6M
73,069
-9%
减持
CAT
CATERPILLAR INC
+$3.5M
55,630
-6%
减持
T
AT&T INC
-$3.5M
1,028,474
-0%
建仓
IT
GARTNER INC
+$3.5M
13,938
清仓
DRI
DARDEN RESTAURANTS INC
-$3.5M
0
-100%
清仓
YEAR
AB ACTIVE ETFS INC
-$3.5M
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$3.4M
187,056
-2%
建仓
BROS
DUTCH BROS INC
+$3.3M
54,429
增持
AMZN
AMAZON COM INC
+$3.3M
83,184
+15%
减持
PHM
PULTE GROUP INC
-$3.3M
170,793
-3%
增持
PRI
PRIMERICA INC
+$3.2M
20,522
+169%
清仓
ON
ON SEMICONDUCTOR CORP
-$3.2M
0
-100%
清仓
GDDY
GODADDY INC
-$3.1M
0
-100%
增持
LKQ
LKQ CORP
+$3.1M
170,709
+157%
减持
BX
BLACKSTONE INC
-$3.1M
141,211
-3%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$3.0M
148,929
-3%
增持
NFLX
NETFLIX INC
-$3.0M
136,640
+935%
减持
EWI
ISHARES INC
-$2.9M
155,574
-29%
增持
TM
TOYOTA MOTOR CORP
+$2.9M
30,613
+60%
清仓
CPRT
COPART INC
-$2.9M
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$2.9M
104,294
+24%
增持
PPC
PILGRIMS PRIDE CORP
+$2.9M
155,492
+98%
建仓
BFH
BREAD FINANCIAL HOLDINGS INC
+$2.8M
38,142
减持
VNQ
VANGUARD INDEX FDS
-$2.8M
35,480
-45%
增持
V
VISA INC
+$2.7M
62,912
+11%
增持
SE
SEA LTD
+$2.7M
30,564
+339%
建仓
AA
ALCOA CORP
+$2.6M
49,516
增持
DUSB
DIMENSIONAL ETF TRUST
+$2.6M
175,926
+41%
增持
HD
HOME DEPOT INC
+$2.6M
36,670
+48%
清仓
OMC
OMNICOM GROUP INC
-$2.6M
0
-100%
增持
DXCM
DEXCOM INC
+$2.6M
194,005
+27%
增持
AAPL
APPLE INC
+$2.6M
47,746
+17%
增持
FANG
DIAMONDBACK ENERGY INC
+$2.5M
47,596
+47%
建仓
PLMR
PALOMAR HLDGS INC
+$2.5M
18,353
清仓
INFY
INFOSYS LTD
-$2.4M
0
-100%
增持
EQIX
EQUINIX INC
+$2.4M
3,375
+1048%
减持
SYY
SYSCO CORP
-$2.3M
166,494
-6%
减持
GOOG
ALPHABET INC
+$2.2M
86,356
-15%
减持
CME
CME GROUP INC
-$2.2M
64,707
-12%
清仓
—
AMCOR PLC
-$2.2M
0
-100%
增持
FMS
FRESENIUS MEDICAL CARE AG
+$2.1M
264,462
+67%
增持
ASTS
AST SPACEMOBILE INC
+$2.1M
75,039
+9%
清仓
IWP
ISHARES TR
-$2.1M
0
-100%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$2.1M
486,468
+38%
减持
PYPL
PAYPAL HLDGS INC
-$2.1M
133,485
-9%
清仓
AVT
AVNET INC
-$2.0M
0
-100%
增持
SF
STIFEL FINL CORP
+$2.0M
136,894
+3%
减持
EME
EMCOR GROUP INC
-$2.0M
23,521
-7%
增持
RIO
RIO TINTO PLC
+$2.0M
108,891
+7%
减持
DGX
QUEST DIAGNOSTICS INC
-$2.0M
104,064
-1%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$2.0M
379,568
+19%
减持
PG
PROCTER AND GAMBLE CO
-$2.0M
125,555
-3%
减持
KR
KROGER CO
-$1.9M
257,316
-4%
减持
PCAR
PACCAR INC
+$1.9M
237,209
-3%
减持
AMAT
APPLIED MATLS INC
+$1.9M
63,721
-10%
减持
APH
AMPHENOL CORP NEW
+$1.9M
204,745
-2%
增持
GFF
GRIFFON CORP
+$1.8M
52,258
+97%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.8M
35,113
+33%
增持
SLB
SLB LIMITED
+$1.8M
137,592
+35%
减持
MTZ
MASTEC INC
-$1.7M
64,846
-13%
减持
TXN
TEXAS INSTRS INC
-$1.7M
120,283
-2%
增持
WRB
BERKLEY W R CORP
+$1.7M
172,670
+27%
减持
GM
GENERAL MTRS CO
+$1.7M
98,167
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.7M
23,793
+13%
增持
CELH
CELSIUS HLDGS INC
-$1.7M
234,782
+9%
减持
EXP
EAGLE MATLS INC
-$1.6M
41,702
-5%
减持
RMD
RESMED INC
-$1.6M
45,691
-1%
增持
WMT
WALMART INC
+$1.6M
163,320
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
46,365
-4%
增持
B
BARRICK MNG CORP
+$1.6M
139,721
+1%
增持
PRG
PROG HOLDINGS INC
+$1.6M
124,321
+91%
减持
MU
MICRON TECHNOLOGY INC
+$1.6M
32,975
-30%
增持
MCK
MCKESSON CORP
+$1.5M
23,590
+2%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$1.5M
84,680
-4%
减持
INTU
INTUIT
-$1.5M
34,793
-3%
增持
VEEV
VEEVA SYS INC
-$1.4M
22,877
+4%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.4M
93,029
+13%
建仓
DUOL
DUOLINGO INC
+$1.4M
8,035
减持
CTAS
CINTAS CORP
-$1.4M
62,434
-2%
建仓
BAC
BANK AMERICA CORP
+$1.4M
25,044
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.4M
156,484
-11%
减持
ANF
ABERCROMBIE & FITCH CO
+$1.4M
38,272
-5%
增持
FIS
FIDELITY NATL INFORMATION SV
+$1.4M
81,609
+33%
减持
PWR
QUANTA SVCS INC
-$1.4M
43,685
-9%
增持
—
ROYALTY PHARMA PLC
+$1.3M
137,193
+21%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.3M
54,243
+53%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$1.3M
219,334
-5%
