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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 56
减持 53
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$40.8M
217,549
+4499%
减持
—
GARMIN LTD
-$19.5M
75,045
-59%
减持
PGR
PROGRESSIVE CORP
-$17.2M
107,653
-36%
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。
增持
CASY
CASEYS GEN STORES INC
+$15.2M
28,627
+183%
清仓
CL
COLGATE PALMOLIVE CO
-$15.2M
0
-100%
建仓
—
TECHNIPFMC PLC
+$14.6M
210,508
增持
EOG
EOG RES INC
+$13.2M
301,981
+4%
减持
MSFT
MICROSOFT CORP
-$13.0M
91,657
-6%
减持
AVGO
BROADCOM INC
-$12.4M
189,286
-8%
建仓
WMB
WILLIAMS COS INC
+$12.1M
166,496
清仓
WRB
BERKLEY W R CORP
-$12.1M
0
-100%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$11.1M
68,105
减持
DXCM
DEXCOM INC
-$11.0M
29,976
-85%
减持
FIX
COMFORT SYS USA INC
-$10.8M
11,354
-60%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$10.4M
217,172
-54%
清仓
—
TE CONNECTIVITY PLC
-$10.0M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$9.1M
132,336
-27%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$8.8M
104,512
-14%
减持
PH
PARKER-HANNIFIN CORP
-$8.6M
62,133
-15%
增持
PBR
PETROLEO BRASILEIRO S A
+$8.2M
699,465
+31%
清仓
TKO
TKO GROUP HOLDINGS INC
-$8.2M
0
-100%
清仓
PFGC
PERFORMANCE FOOD GROUP CO
-$7.6M
0
-100%
减持
ACWI
ISHARES TR
-$7.6M
16,283
-77%
减持
PAG
PENSKE AUTOMOTIVE GRP INC
-$7.5M
107,210
-28%
清仓
BRO
BROWN & BROWN INC
-$7.5M
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$7.4M
0
-100%
增持
INTU
INTUIT
-$7.4M
36,256
+4%
清仓
IWV
ISHARES TR
-$7.2M
0
-100%
建仓
NOW
SERVICENOW INC
+$7.0M
67,165
减持
—
SPOTIFY TECHNOLOGY S A
-$7.0M
28,053
-21%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$6.8M
72,732
清仓
MLI
MUELLER INDS INC
-$6.7M
0
-100%
减持
BX
BLACKSTONE INC
-$6.1M
136,173
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$6.0M
122,945
-21%
增持
JNJ
JOHNSON & JOHNSON
+$5.9M
90,903
+15%
清仓
TTD
THE TRADE DESK INC
-$5.6M
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$5.6M
13,230
减持
DUSB
DIMENSIONAL ETF TRUST
-$5.6M
65,525
-63%
增持
ZM
ZOOM COMMUNICATIONS INC
+$5.5M
107,601
+197%
清仓
DECK
DECKERS OUTDOOR CORP
-$5.3M
0
-100%
清仓
PRI
PRIMERICA INC
-$5.3M
0
-100%
减持
SSNC
SS&C TECH HLDGS
-$5.3M
205,890
-6%
建仓
POST
POST HLDGS INC
+$5.2M
52,897
增持
CME
CME GROUP INC
+$5.2M
77,465
+20%
清仓
PODD
INSULET CORP
-$5.2M
0
-100%
清仓
ANDE
ANDERSONS INC
-$5.1M
0
-100%
减持
GOOG
ALPHABET INC
-$5.0M
76,968
-11%
减持
AXP
AMERICAN EXPRESS CO
-$5.0M
58,097
-5%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$4.9M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.9M
17,561
+321%
减持
CRM
SALESFORCE INC
-$4.8M
27,788
-26%
增持
B
BARRICK MNG CORP
+$4.8M
267,263
+91%
增持
ROST
ROSS STORES INC
+$4.7M
49,219
+48%
建仓
EPAC
ENERPAC TOOL GROUP CORP
+$4.7M
127,912
增持
IQV
IQVIA HLDGS INC
+$4.7M
80,434
+100%
增持
CPAY
CORPAY INC
+$4.6M
37,869
+78%
减持
GOOGL
ALPHABET INC
-$4.6M
82,533
-9%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$4.6M
165,986
+63%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$4.5M
48,269
减持
NVDA
NVIDIA CORPORATION
-$4.5M
313,149
-1%
建仓
JLL
JONES LANG LASALLE INC
+$4.4M
14,474
增持
COST
COSTCO WHOLESALE CORPORATION
+$4.4M
15,298
+21%
减持
CVX
CHEVRON CORPORATION
+$4.4M
90,406
-4%
增持
MSI
MOTOROLA SOLUTIONS INC
+$4.3M
46,603
+12%
增持
—
ON HLDG AG
+$4.2M
133,788
+1786%
建仓
AVAV
AEROVIRONMENT INC
+$4.2M
22,824
增持
VYMI
VANGUARD WHITEHALL FDS
+$4.1M
132,834
+43%
清仓
EHC
ENCOMPASS HEALTH CORP
-$4.0M
0
-100%
增持
SLB
SLB LIMITED
+$3.9M
178,577
+30%
减持
WSM
WILLIAMS SONOMA INC
-$3.9M
172,560
-13%
建仓
LGND
LIGAND PHARMACEUTICALS INC
+$3.9M
19,306
增持
SCHD
SCHWAB STRATEGIC TR
+$3.8M
314,445
+48%
减持
T
AT&T INC
+$3.8M
1,010,614
-2%
增持
ZTS
ZOETIS INC
+$3.7M
247,304
+22%
增持
USLM
UNITED STS LIME & MINERALS I
+$3.7M
36,086
+313%
减持
MTZ
MASTEC INC
+$3.6M
55,004
-15%
增持
EWZ
ISHARES INC
+$3.6M
356,584
+12%
建仓
L
LOEWS CORP
+$3.6M
33,601
减持
ROL
ROLLINS INC
-$3.6M
261,489
-10%
减持
COR
CENCORA INC
-$3.6M
58,824
-10%
清仓
IT
GARTNER INC
-$3.5M
0
-100%
增持
V
VISA INC
+$3.5M
84,584
+34%
增持
HWKN
HAWKINS INC
+$3.5M
26,944
+479%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$3.5M
168,961
+442%
减持
LRCX
LAM RESEARCH CORP
+$3.4M
88,825
-3%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$3.4M
26,333
+86%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$3.3M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$3.3M
24,323
-7%
清仓
YELP
YELP INC
-$3.3M
0
-100%
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$3.2M
180,220
+318%
建仓
UAL
UNITED AIRLS HLDGS INC
+$3.2M
34,973
减持
JPM
JPMORGAN CHASE & CO
-$3.2M
86,785
-3%
减持
ENVA
ENOVA INTL INC
-$3.2M
16,032
-53%
增持
DGX
QUEST DIAGNOSTICS INC
+$3.2M
108,351
+4%
增持
—
ROYALTY PHARMA PLC
+$3.1M
175,822
+28%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$3.1M
23,506
减持
TTEK
TETRA TECH INC NEW
-$3.0M
84,145
-49%
建仓
ROKU
ROKU INC
+$3.0M
31,600
增持
ABEV
AMBEV SA
+$3.0M
2,933,646
+30%
减持
NTAP
NETAPP INC
-$3.0M
225,310
-7%
减持
APH
AMPHENOL CORP
-$2.9M
195,887
-4%
减持
—
EXXON MOBIL CORP
+$2.8M
74,525
-9%
减持
MPWR
MONOLITHIC PWR SYS INC
+$2.8M
15,725
-1%
增持
OSIS
OSI SYSTEMS INC
+$2.8M
14,676
+244%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$2.8M
42,544
+21%
增持
IESC
IES HOLDINGS INC
+$2.8M
8,719
+151%
减持
LMT
LOCKHEED MARTIN CORP
+$2.8M
41,736
-10%
增持
FANG
DIAMONDBACK ENERGY INC
+$2.7M
50,068
+5%
增持
SQ
BLOCK INC
+$2.7M
107,601
+87%
增持
PEP
PEPSICO INC
+$2.7M
98,836
+12%
增持
BFH
BREAD FINANCIAL HOLDINGS INC
+$2.7M
73,814
+94%
增持
CECO
CECO ENVIRONMENTAL CORP
+$2.7M
56,953
+393%
增持
BHP
BHP BILLITON LIMITED
+$2.7M
151,956
+10%
清仓
CNMD
CONMED CORP
-$2.7M
0
-100%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$2.6M
67,202
-21%
减持
MA
MASTERCARD INCORPORATED
-$2.6M
28,803
-3%
减持
KR
KROGER CO
+$2.5M
256,577
-0%
增持
BF/B
BROWN FORMAN CORP
+$2.5M
267,821
+52%
增持
MUSA
MURPHY USA INC
+$2.5M
15,802
+19%
增持
FDS
FACTSET RESH SYS INC
+$2.4M
31,705
+106%
减持
UFPI
UFP INDUSTRIES INC
-$2.4M
25,561
-51%
增持
IDCC
INTERDIGITAL INC
+$2.3M
11,854
+195%
减持
ADSK
AUTODESK INC
-$2.3M
37,979
-1%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$2.3M
46,776
-4%
增持
RIO
RIO TINTO PLC
+$2.3M
117,834
+8%
增持
ASX
ASE TECHNOLOGY HLDG CO LTD
+$2.3M
387,111
+2%
增持
COCO
VITA COCO CO INC
+$2.3M
72,167
+219%
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$2.2M
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$2.2M
35,962
-0%
减持
CRUS
CIRRUS LOGIC INC
-$2.2M
21,934
-51%
增持
HCI
HCI GROUP INC
+$2.2M
31,898
+121%
减持
GM
GENERAL MTRS CO
-$2.2M
78,105
-20%
增持
DIVO
AMPLIFY ETF TR
+$2.2M
137,622
+53%
建仓
BNL
BROADSTONE NET LEASE INC
+$2.1M
116,917
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$2.1M
95,999
-1%
建仓
KFY
KORN FERRY
+$2.1M
33,811
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$2.1M
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
+$2.1M
57,093
+45%
减持
ANET
ARISTA NETWORKS INC
-$2.1M
182,605
-2%
减持
FOXA
FOX CORP
-$2.1M
124,249
-3%
减持
DT
DYNATRACE INC
-$2.1M
79,333
-31%
建仓
PBH
PRESTIGE CONSMR HEALTHCARE I
+$2.0M
34,368
增持
SF
STIFEL FINL CORP
-$2.0M
204,372
+49%
减持
BKNG
BOOKING HOLDINGS INC
-$2.0M
1,436
-5%
增持
PYPL
PAYPAL HLDGS INC
+$2.0M
216,457
+62%
增持
UMC
UNITED MICROELECTRONICS CORP
+$1.9M
910,416
+15%
增持
CELH
CELSIUS HLDGS INC
-$1.9M
247,850
+6%
减持
EME
EMCOR GROUP INC
+$1.9M
22,115
-6%
增持
META
META PLATFORMS INC
-$1.9M
35,969
+6%
增持
ITUB
ITAU UNIBANCO HLDG S A
+$1.9M
1,011,349
+10%
