13F 机构持仓

Morse Asset Management, Inc

DARIEN CT · SEC CIK 0001705711

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.4%
MU 5.0%
KLAC 4.5%
AVGO 4.2%
AMZN 3.5%
GOOGL 3.4%
META 2.8%
URI 2.6%
MSFT 2.5%
TSM 2.2%

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
IBB ISHARES BIOTECHNOLOGY ETF $3800.00%2 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE CO COM $3160.00%7 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS COM $2810.00%1 00.0% — 不变
SHOP SHOPIFY INC CL A SUB VTG SHS $2280.00%2 2— $228 新建仓
PENN PENN ENTERTAINMENT INC COM $2140.00%10 00.0% — 不变
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW $1900.00%67 00.0% — 不变
HPQ HP INC COM $1540.00%7 00.0% — 不变
SOLV SOLVENTUM CORP COM SHS $1540.00%2 00.0% — 不变
EEM ISHARES MSCI EMERGING MARKETS ETF $1370.00%2 00.0% — 不变
— PLAYBOY INC COM $1220.00%100 00.0% — 不变
SHLS SHOALS TECHNOLOGIES GROUP INC CL A $990.00%10 00.0% — 不变
HLN HALEON PLC SPON ADS $90.00%1 00.0% — 不变
— GAMESTOP CORP NEW WT EXP 103026 $60.00%2 00.0% — 不变
ED CONSOLIDATED EDISON INC COM $60.00%0 0— -$6 清仓
VZ VERIZON COMMUNICATIONS INC COM $50.00%0 0— -$6 清仓
— EXXON MOBIL CORP COM $00.00%0 -41,187-100.0% -$698.78万 清仓
ASND ASCENDIS PHARMA A/S SPONSORED ADR $00.00%0 -9,027-100.0% -$206.47万 清仓
SARO STANDARDAERO INC COM $00.00%0 -39,036-100.0% -$100.83万 清仓
INTC INTEL CORP COM $00.00%0 -13,958-100.0% -$61.60万 清仓
DOW DOW HLDGS INC COM $00.00%0 -14,107-100.0% -$58.76万 清仓
TKO TKO GROUP HOLDINGS INC CL A $00.00%0 -2,829-100.0% -$57.05万 清仓
SCHW SCHWAB CHARLES CORP COM $00.00%0 -2,523-100.0% -$23.71万 清仓
AZN ASTRAZENECA PLC ORD $00.00%0 -1,000-100.0% -$19.72万 清仓
LOW LOWES COS INC COM $00.00%0 -700-100.0% -$16.54万 清仓
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW $00.00%0 -1,560-100.0% -$11.00万 清仓
CACI CACI INTL INC CL A $00.00%0 -165-100.0% -$8.97万 清仓
TMDX TRANSMEDICS GROUP INC COM $00.00%0 -812-100.0% -$8.07万 清仓
AG FIRST MAJESTIC SILVER CORP COM $00.00%0 -3,000-100.0% -$6.44万 清仓
BSV VANGUARD SHORT-TERM BOND ETF $00.00%0 -700-100.0% -$5.49万 清仓
— ALBEMARLE CORP 7.25 DEP SHS A $00.00%0 -600-100.0% -$4.29万 清仓
NU NU HLDGS LTD ORD SHS CL A $00.00%0 -2,550-100.0% -$3.66万 清仓
TXT TEXTRON INC COM $00.00%0 -400-100.0% -$3.50万 清仓
ASB ASSOCIATED BANC-CORP COM $00.00%0 -1,000-100.0% -$2.59万 清仓
— 2X ETHER ETF $00.00%0 -1,150-100.0% -$2.57万 清仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $00.00%0 -200-100.0% -$2.51万 清仓
JBTM JBT MAREL CORPORATION COM $00.00%0 -150-100.0% -$1.92万 清仓
— VERIFYME INC COM NEW $00.00%0 -22,420-100.0% -$1.82万 清仓
WGS GENEDX HOLDINGS CORP COM CL A $00.00%0 -200-100.0% -$1.28万 清仓
BP BP PLC SPONSORED ADR $00.00%0 -250-100.0% -$1.18万 清仓
SHEL SHELL PLC SPON ADS $00.00%0 -110-100.0% -$1.02万 清仓
MLI MUELLER INDS INC COM $00.00%0 -85-100.0% -$9,418 清仓
TM TOYOTA MOTOR CORP ADS $00.00%0 -40-100.0% -$8,244 清仓
PRIM PRIMORIS SVCS CORP COM $00.00%0 -50-100.0% -$7,152 清仓
MELI MERCADOLIBRE INC COM $00.00%0 -4-100.0% -$6,916 清仓
NVS NOVARTIS AG SPONSORED ADR $00.00%0 -45-100.0% -$6,874 清仓
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF $00.00%0 -100-100.0% -$6,828 清仓
BWXT BWX TECHNOLOGIES INC COM $00.00%0 -30-100.0% -$6,135 清仓
CR CRANE COMPANY COMMON STOCK $00.00%0 -30-100.0% -$5,130 清仓
RDW REDWIRE CORPORATION COM $00.00%0 -500-100.0% -$4,250 清仓
SYK STRYKER CORPORATION COM $00.00%0 -10-100.0% -$3,286 清仓
PODD INSULET CORP COM $00.00%0 -15-100.0% -$3,148 清仓
KWR QUAKER HOUGHTON COM $00.00%0 -25-100.0% -$3,106 清仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $00.00%0 -21-100.0% -$1,820 清仓
EL LAUDER ESTEE COS INC CL A $00.00%0 -20-100.0% -$1,435 清仓
NAVN NAVAN INC CL A $00.00%0 -102-100.0% -$1,350 清仓
CMG CHIPOTLE MEXICAN GRILL INC COM $00.00%0 -40-100.0% -$1,280 清仓
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $00.00%0 -16-100.0% -$907 清仓
QXO QXO INC COM NEW $00.00%0 -5-100.0% -$97 清仓
— LIVEPERSON INC COM $00.00%0 -16-100.0% -$41 清仓