MOR Wealth Management, LLC

报告期 2026-03-31 · CIK 0002092389

持仓数

103

前50大市值合计

$201.4M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 89 项建仓 11增持 24减持 41清仓 13

方向

标的

Δ市值

现股数(环比)

增持

SCHG SCHWAB STRATEGIC TR

-$3.0M

865,998 +0%

增持

LVHI LEGG MASON ETF INVT

+$1.9M

458,617 +1%

增持

SPHQ INVESCO EXCHANGE TRADED FD T

+$1.7M

217,866 +12%

增持

IBRX IMMUNITYBIO INC

+$1.7M

283,247 +14%

减持

TPL TEXAS PACIFIC LAND CORPORATI

+$1.6M

11,573 -14%

建仓

— ASTRAZENECA PLC

+$828.7K

4,202

增持

MSFT MICROSOFT CORP

-$593.1K

5,300 +0%

减持

AAPL APPLE INC

-$537.0K

26,469 -1%

增持

IWF ISHARES TR

+$532.5K

53,443 +14%

清仓

— ASTRAZENECA PLC

-$526.5K

0 -100%

增持

SPYG SPDR SERIES TRUST

+$494.6K

7,460 +238%

建仓

WMT WALMART INC

+$441.3K

3,551

建仓

CLNK BITWISE CHAINLINK ETF

+$434.3K

27,214

建仓

CRM SALESFORCE INC

+$421.1K

2,256

增持

DGRW WISDOMTREE TR

+$406.6K

220,333 +4%

清仓

VOO VANGUARD INDEX FDS

-$404.5K

0 -100%

建仓

AVGO BROADCOM INC

+$396.5K

1,281

清仓

J JACOBS SOLUTIONS INC

-$387.6K

0 -100%

减持

NVDA NVIDIA CORPORATION

-$361.0K

27,587 -1%

减持

IBIT ISHARES BITCOIN TRUST ETF

-$351.8K

9,039 -36%

建仓

APD AIR PRODUCTS AND CHEMICALS I

+$342.5K

1,179

建仓

QCOM QUALCOMM INC

+$325.2K

2,525

减持

ORCL ORACLE CORP

-$316.3K

4,045 -13%

减持

— TRANE TECHNOLOGIES PLC

-$316.3K

599 -59%

建仓

FNDE SCHWAB STRATEGIC TR

+$311.5K

8,142

建仓

AMGN AMGEN INC

+$299.1K

850

减持

LLY ELI LILLY & CO

-$295.7K

1,867 -0%

清仓

— DUPONT DE NEMOURS INC

-$294.6K

0 -100%

清仓

ZS ZSCALER INC

-$294.2K

0 -100%

清仓

ALAB ASTERA LABS INC

-$294.1K

0 -100%

减持

AMAT APPLIED MATLS INC

-$292.8K

1,429 -53%

减持

VUG VANGUARD INDEX FDS

-$267.5K

987 -31%

清仓

AMP AMERIPRISE FINL INC

-$257.4K

0 -100%

减持

AMZN AMAZON COM INC

-$254.4K

9,052 -2%

减持

AVUV AMERICAN CENTY ETF TR

+$251.6K

37,155 -2%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$250.1K

2,336 -15%

清仓

CSX CSX CORP

-$231.1K

0 -100%

清仓

DASH DOORDASH INC

-$226.5K

0 -100%

减持

GLW CORNING INC

+$225.8K

6,240 -12%

清仓

XMVM INVESCO EXCHANGE TRADED FD T

-$225.4K

0 -100%

清仓

DKS DICKS SPORTING GOODS INC

-$222.9K

0 -100%

增持

SHOP SHOPIFY INC

-$222.7K

5,729 +2%

清仓

KIM KIMCO RLTY CORP

-$215.2K

0 -100%

建仓

PEP PEPSICO INC

+$208.7K

1,344

清仓

ADP AUTOMATIC DATA PROCESSING IN

-$205.8K

0 -100%

减持

JEPI J P MORGAN EXCHANGE TRADED F

-$204.3K

78,751 -3%

建仓

— NEBIUS GROUP N.V.

+$203.6K

1,962

减持

BX BLACKSTONE INC

-$200.6K

3,774 -8%

减持

VONG VANGUARD SCOTTSDALE FDS

-$192.1K

3,813 -24%

减持

PWR QUANTA SVCS INC

+$181.5K

1,629 -4%

减持

AXP AMERICAN EXPRESS CO

-$178.2K

1,781 -8%

减持

FIS FIDELITY NATL INFORMATION SV

-$157.7K

5,319 -13%

增持

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$133.0K

2,521 +7%

减持

VO VANGUARD INDEX FDS

-$131.6K

38,009 -0%

减持

TXN TEXAS INSTRS INC

-$129.3K

1,038 -46%

减持

ANET ARISTA NETWORKS INC

-$127.8K

5,058 -11%

增持

AVDE AMERICAN CENTY ETF TR

+$126.1K

9,222 +16%

减持

BE BLOOM ENERGY CORP

+$116.6K

2,935 -9%

减持

VGT VANGUARD WORLD FD

-$102.9K

1,567 -1%

减持

GOOG ALPHABET INC

-$95.4K

3,342 -1%

增持

JPM JPMORGAN CHASE & CO

+$92.3K

1,409 +41%

增持

ESML ISHARES TR

+$89.2K

80,270 +0%

增持

META META PLATFORMS INC

-$88.7K

2,412 +8%

减持

COST COSTCO WHOLESALE CORPORATION

+$85.8K

1,064 -6%

增持

NFLX NETFLIX INC.

+$80.5K

7,790 +9%

增持

VTI VANGUARD INDEX FDS

-$78.8K

5,820 +0%

增持

SCHW SCHWAB CHARLES CORP

+$77.2K

3,775 +36%

减持

SO SOUTHERN CO

-$68.7K

2,666 -29%

减持

VTV VANGUARD INDEX FDS

+$65.7K

13,937 -0%

减持

IJH ISHARES TR

+$63.3K

49,627 -0%

减持

RWL INVESCO EXCH TRADED FD TR II

-$53.1K

5,263 -8%

增持

MA MASTERCARD INCORPORATED

-$42.1K

1,256 +7%

减持

PG PROCTER & GAMBLE CO

-$36.7K

13,420 -3%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$34.1K

2,270 +14%

减持

XYLD GLOBAL X FDS

-$31.8K

13,045 -2%

减持

XMMO INVESCO EXCHANGE TRADED FD T

-$25.5K

1,386 -15%

增持

AOA ISHARES TR

+$25.4K

15,968 +3%

减持

DGX QUEST DIAGNOSTICS INC

-$22.7K

1,244 -19%

增持

AOR ISHARES TR

+$21.7K

8,943 +5%

增持

SCHM SCHWAB STRATEGIC TR

+$17.6K

7,857 +5%

增持

GLNK GRAYSCALE CHAINLINK TR ETF

-$17.4K

50,377 +34%

减持

MRVL MARVELL TECHNOLOGY INC

-$16.5K

2,660 -19%

减持

TMUS T-MOBILE US INC

-$16.3K

1,044 -10%

增持

SPY STATE STR SPDR S&P 500 ETF T

-$15.2K

5,319 +4%

减持

PSX PHILLIPS 66

+$12.2K

1,268 -25%

减持

SHEL SHELL PLC

-$10.3K

2,328 -25%

减持

SCHD SCHWAB STRATEGIC TR

-$4.0K

132,858 -11%

减持

KR KROGER CO

-$1.9K

2,986 -14%

减持

DGRO ISHARES TR

+$1.8K

4,682 -1%

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。