Morse Asset Management, Inc
DARIEN CT · SEC CIK 0001705711
$6.04亿2026Q2 申报市值
413持仓数
37.1%前十大占比 · 第一大 6.4%
53 / 46新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$557.73万
PRM 新建仓+$288.34万
ASND 新建仓+$255.76万
SE 新建仓+$193.61万
GLW 加仓+$189.84万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$698.78万
MU 减仓-$601.39万
SNOW 减仓-$295.60万
MA 减仓-$238.00万
ISRG 减仓-$214.19万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SN | SHARKNINJA INC COM SHS | $3.81万 | 0.01% | 250 | 250 | — | $3.81万 | 新建仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $3.94万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| — | NUVEEN VA QUALITY MUN INCOM COM | $4.01万 | 0.01% | 3,469 | 169 | 5.1% | $1,955 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $4.24万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $4.29万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $4.33万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC COM CL A | $4.49万 | 0.01% | 203 | 203 | — | $4.49万 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $4.54万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $4.77万 | 0.01% | 958 | 958 | — | $4.77万 | 新建仓 |
| WELL | WELLTOWER INC COM | $4.79万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $4.80万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $4.85万 | 0.01% | 652 | 500 | 328.9% | $3.72万 | 加仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $4.90万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC COM CL A | $5.02万 | 0.01% | 900 | 900 | — | $5.02万 | 新建仓 |
| WFC | WELLS FARGO & CO COM | $5.06万 | 0.01% | 612 | -78 | -11.3% | -$6,447 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $5.06万 | 0.01% | 498 | 466 | 1,456.2% | $4.74万 | 加仓 |
| ETN | EATON CORP PLC SHS | $5.11万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $5.26万 | 0.01% | 391 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $5.29万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| — | DIREXION DAILY AMZN BULL 2X ETF | $5.34万 | 0.01% | 1,606 | -405 | -20.1% | -$1.35万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $5.37万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $5.53万 | 0.01% | 1,032 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $5.73万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $5.95万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $5.99万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $6.08万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $6.14万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $6.16万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $6.17万 | 0.01% | 31 | 25 | 416.7% | $4.97万 | 加仓 |
| BKMI | BNY MELLON MUNICIPAL INTERMEDIATE ETF | $6.22万 | 0.01% | 2,352 | 15 | 0.6% | $397 | 加仓 |
| FAS | DIREXION DAILY FINANCIAL BULL 3X ETF | $6.30万 | 0.01% | 428 | 1 | 0.2% | $147 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $6.35万 | 0.01% | 1,196 | -10 | -0.8% | -$531 | 减仓 |
| XYZ | BLOCK INC CL A | $6.46万 | 0.01% | 850 | 850 | — | $6.46万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $6.46万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $6.52万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $6.61万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM | $6.70万 | 0.01% | 406 | -8,891 | -95.6% | -$146.76万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $6.75万 | 0.01% | 405 | -150 | -27.0% | -$2.50万 | 减仓 |
| TOL | TOLL BROTHERS INC COM | $6.95万 | 0.01% | 422 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. CL A | $6.97万 | 0.01% | 2,550 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $6.99万 | 0.01% | 257 | 200 | 350.9% | $5.44万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $7.13万 | 0.01% | 36 | 30 | 500.0% | $5.95万 | 加仓 |
| NTRA | NATERA INC COM | $7.14万 | 0.01% | 263 | -72 | -21.5% | -$1.95万 | 减仓 |
| AMGN | AMGEN INC COM | $7.24万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $7.37万 | 0.01% | 223 | 26 | 13.2% | $8,592 | 加仓 |
| MDB | MONGODB INC CL A | $7.39万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIHLDGS NJ QLTY FD COM | $7.47万 | 0.01% | 6,068 | 1,864 | 44.3% | $2.29万 | 加仓 |
| AMPL | AMPLITUDE INC COM CL A | $7.66万 | 0.01% | 10,010 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $8.03万 | 0.01% | 475 | 150 | 46.2% | $2.54万 | 加仓 |
| WMT | WALMART INC COM | $8.28万 | 0.01% | 731 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC COM | $8.31万 | 0.01% | 129 | 117 | 975.0% | $7.54万 | 加仓 |
| AR | ANTERO RESOURCES CORP COM | $8.43万 | 0.01% | 2,400 | -300 | -11.1% | -$1.05万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $8.48万 | 0.01% | 2,895 | -530 | -15.5% | -$1.55万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $8.55万 | 0.01% | 1,682 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $8.88万 | 0.01% | 1,558 | -24,575 | -94.0% | -$140.03万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $9.07万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $9.11万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $9.28万 | 0.02% | 513 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $9.32万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $9.42万 | 0.02% | 2,258 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $9.45万 | 0.02% | 697 | -203 | -22.6% | -$2.75万 | 减仓 |
| CIFR | CIPHER DIGITAL INC COM | $9.84万 | 0.02% | 4,015 | 70 | 1.8% | $1,715 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $9.91万 | 0.02% | 535 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $10.13万 | 0.02% | 918 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $10.14万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $10.15万 | 0.02% | 585 | 10 | 1.7% | $1,735 | 加仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $10.25万 | 0.02% | 160 | -2 | -1.2% | -$1,282 | 减仓 |
| PEN | PENUMBRA INC COM | $10.26万 | 0.02% | 325 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $10.50万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $10.59万 | 0.02% | 1,067 | 111 | 11.6% | $1.10万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $10.61万 | 0.02% | 905 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $10.66万 | 0.02% | 800 | 102 | 14.6% | $1.36万 | 加仓 |
| IRM | IRON MTN INC DEL COM | $11.05万 | 0.02% | 875 | 375 | 75.0% | $4.74万 | 加仓 |
| LGIH | LGI HOMES INC COM | $11.14万 | 0.02% | 1,750 | 1,750 | — | $11.14万 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $11.39万 | 0.02% | 2,675 | -25 | -0.9% | -$1,065 | 减仓 |
| PEP | PEPSICO INC COM | $11.88万 | 0.02% | 878 | 26 | 3.1% | $3,519 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $12.89万 | 0.02% | 426 | 426 | — | $12.89万 | 新建仓 |
| ENB | ENBRIDGE INC COM | $13.28万 | 0.02% | 2,450 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP COM | $13.61万 | 0.02% | 1,500 | 70 | 4.9% | $6,352 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $14.41万 | 0.02% | 1,295 | 1,045 | 418.0% | $11.63万 | 加仓 |
| IXN | ISHARES GLOBAL TECH ETF | $14.45万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $14.60万 | 0.02% | 195 | -28 | -12.6% | -$2.10万 | 减仓 |
| NMRK | NEWMARK GROUP INC CL A | $14.71万 | 0.02% | 9,737 | -763 | -7.3% | -$1.15万 | 减仓 |
| ESLT | ELBIT SYS LTD ORD | $15.17万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $15.69万 | 0.03% | 317 | 267 | 534.0% | $13.22万 | 加仓 |
| ONTO | ONTO INNOVATION INC COM | $15.71万 | 0.03% | 415 | -50 | -10.8% | -$1.89万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $16.26万 | 0.03% | 1,025 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $16.69万 | 0.03% | 570 | 430 | 307.1% | $12.59万 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD COM | $16.79万 | 0.03% | 18,715 | 1,171 | 6.7% | $1.05万 | 加仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $17.02万 | 0.03% | 2,250 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $17.11万 | 0.03% | 1,354 | -2,275 | -62.7% | -$28.74万 | 减仓 |
| COHR | COHERENT CORP COM | $17.36万 | 0.03% | 440 | 5 | 1.1% | $1,972 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $18.99万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $19.05万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $19.33万 | 0.03% | 1,490 | 18 | 1.2% | $2,335 | 加仓 |
| NOK | NOKIA CORP SPONSORED ADR | $20.05万 | 0.03% | 15,100 | 15,100 | — | $20.05万 | 新建仓 |
| V | VISA INC COM CL A | $20.45万 | 0.03% | 596 | -25 | -4.0% | -$8,577 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $20.48万 | 0.03% | 13,004 | -31,026 | -70.5% | -$48.87万 | 减仓 |
| IR | INGERSOLL RAND INC COM | $20.50万 | 0.03% | 2,500 | -500 | -16.7% | -$4.10万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $20.83万 | 0.03% | 334 | -563 | -62.8% | -$35.11万 | 减仓 |