MinichMacGregor Wealth Management, LLC
Saratoga Springs NY · SEC CIK 0001744318
$6.59亿2026Q2 申报市值
150持仓数
33.5%前十大占比 · 第一大 5.0%
27 / 20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
IYZ 新建仓+$2,101.39万
IDGT 新建仓+$1,309.93万
AVGO 加仓+$1,203.22万
CDNS 新建仓+$1,168.34万
BIL 新建仓+$1,035.16万
2026Q2 卖出最多 按季末市值估算
IEZ 清仓-$1,987.13万
PANW 重新持有-$1,607.71万
ITA 减仓-$1,446.92万
SOXX 减仓-$1,098.92万
IAU 减仓-$1,094.91万
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $3,301.84万 | 5.01% | 89,631 | 7,719 | 9.4% | $284.35万 | 加仓 |
| SOXX | ISHARES TR | $2,739.22万 | 4.16% | 42,749 | -17,150 | -28.6% | -$1,098.92万 | 减仓 |
| PYLD | PIMCO ETF TR | $2,343.58万 | 3.56% | 883,704 | 48,772 | 5.8% | $129.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,317.96万 | 3.52% | 388,350 | 7,843 | 2.1% | $46.81万 | 加仓 |
| EMXC | ISHARES INC | $2,284.86万 | 3.47% | 223,349 | -21,615 | -8.8% | -$221.12万 | 减仓 |
| IYZ | ISHARES TR | $2,101.39万 | 3.19% | 496,666 | 496,666 | — | $2,101.39万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,860.73万 | 2.82% | 92,994 | 1,828 | 2.0% | $36.58万 | 加仓 |
| XTL | SPDR SERIES TRUST | $1,774.33万 | 2.69% | 77,996 | 15,327 | 24.5% | $348.67万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,691.01万 | 2.57% | 574,588 | 4,633 | 0.8% | $13.63万 | 加仓 |
| ITA | ISHARES TR | $1,669.85万 | 2.53% | 68,882 | -59,686 | -46.4% | -$1,446.92万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,664.14万 | 2.52% | 491,767 | 7,523 | 1.6% | $25.46万 | 加仓 |
| VIS | VANGUARD WORLD FD | $1,588.11万 | 2.41% | 44,067 | -151 | -0.3% | -$5.44万 | 减仓 |
| ICLN | ISHARES TR | $1,565.16万 | 2.37% | 763,863 | 295,924 | 63.2% | $606.35万 | 加仓 |
| KLAC | KLA CORP | $1,548.76万 | 2.35% | 51,332 | -23,128 | -31.1% | -$697.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,546.56万 | 2.35% | 41,460 | 15,947 | 62.5% | $594.86万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1,501.83万 | 2.28% | 175,324 | -7,521 | -4.1% | -$64.43万 | 减仓 |
| IYJ | ISHARES TR | $1,447.90万 | 2.20% | 86,882 | 3,431 | 4.1% | $57.18万 | 加仓 |
| IGV | ISHARES TR | $1,399.72万 | 2.12% | 154,494 | 29,260 | 23.4% | $265.10万 | 重新持有 |
| IVV | ISHARES TR | $1,385.48万 | 2.10% | 18,500 | 422 | 2.3% | $31.60万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $1,350.69万 | 2.05% | 155,950 | 9,479 | 6.5% | $82.10万 | 加仓 |
| MINT | PIMCO ETF TR | $1,346.21万 | 2.04% | 133,539 | 8,936 | 7.2% | $90.08万 | 加仓 |
| IAI | ISHARES TR | $1,328.48万 | 2.02% | 75,770 | 6,015 | 8.6% | $105.46万 | 加仓 |
| GOOGL | ALPHABET INC | $1,324.19万 | 2.01% | 37,053 | -941 | -2.5% | -$33.63万 | 减仓 |
| IDGT | ISHARES TR | $1,309.93万 | 1.99% | 109,398 | 109,398 | — | $1,309.93万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,245.68万 | 1.89% | 140,691 | 7,280 | 5.5% | $64.46万 | 加仓 |
| AVGO | BROADCOM INC | $1,237.15万 | 1.88% | 32,750 | 31,852 | 3,547.0% | $1,203.22万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,168.34万 | 1.77% | 31,129 | 31,129 | — | $1,168.34万 | 新建仓 |
| SHV | ISHARES TR | $1,125.86万 | 1.71% | 102,026 | 8,748 | 9.4% | $96.53万 | 加仓 |
| RAAX | VANECK ETF TRUST | $1,053.71万 | 1.60% | 265,617 | 2,717 | 1.0% | $10.78万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,035.16万 | 1.57% | 112,959 | 112,959 | — | $1,035.16万 | 新建仓 |
| IBDV | ISHARES TR | $1,033.66万 | 1.57% | 474,157 | 18,401 | 4.0% | $40.11万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $996.65万 | 1.51% | 212,745 | 799 | 0.4% | $3.74万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $951.22万 | 1.44% | 38,298 | 38,298 | — | $951.22万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $841.24万 | 1.28% | 32,297 | 4,465 | 16.0% | $116.30万 | 加仓 |
| HEI | HEICO CORP NEW | $814.62万 | 1.24% | 22,870 | -13,743 | -37.5% | -$489.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $795.38万 | 1.21% | 10,650 | 791 | 8.0% | $59.07万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $737.12万 | 1.12% | 19,890 | -1,346 | -6.3% | -$49.88万 | 减仓 |
| TJX | TJX COS INC NEW | $707.98万 | 1.07% | 46,731 | 3,487 | 8.1% | $52.83万 | 加仓 |
| SLB | SLB LIMITED | $689.14万 | 1.05% | 148,234 | 26,534 | 21.8% | $123.36万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $664.95万 | 1.01% | 28,979 | -8,335 | -22.3% | -$191.26万 | 减仓 |
| IBDT | ISHARES TR | $638.26万 | 0.97% | 252,775 | 6,382 | 2.6% | $16.11万 | 加仓 |
| SHY | ISHARES TR | $526.25万 | 0.80% | 64,091 | 2,924 | 4.8% | $24.01万 | 加仓 |
| AMAT | APPLIED MATLS INC | $501.04万 | 0.76% | 6,930 | 6,930 | — | $501.04万 | 新建仓 |
| AAPL | APPLE INC | $400.14万 | 0.61% | 13,828 | -305 | -2.2% | -$8.83万 | 减仓 |
| GE | GE AEROSPACE | $353.62万 | 0.54% | 9,462 | 486 | 5.4% | $18.16万 | 加仓 |
| NLR | VANECK ETF TRUST | $336.49万 | 0.51% | 29,013 | -1,100 | -3.7% | -$12.76万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $287.46万 | 0.44% | 5,642 | -304 | -5.1% | -$15.49万 | 减仓 |
| GEV | GE VERNOVA INC | $281.66万 | 0.43% | 2,397 | -86 | -3.5% | -$10.11万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $204.75万 | 0.31% | 45,158 | 45,158 | — | $204.75万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $176.27万 | 0.27% | 5,385 | -101 | -1.8% | -$3.31万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $167.59万 | 0.25% | 2,885 | -476 | -14.2% | -$27.65万 | 减仓 |
| AMZN | AMAZON COM INC | $165.83万 | 0.25% | 6,957 | -159 | -2.2% | -$3.79万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $145.72万 | 0.22% | 5,114 | -1,683 | -24.8% | -$47.96万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $129.48万 | 0.20% | 18,997 | 18,997 | — | $129.48万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $124.22万 | 0.19% | 1,076 | 6 | 0.6% | $6,927 | 加仓 |
| QQQ | INVESCO QQQ TR | $120.22万 | 0.18% | 1,632 | 189 | 13.1% | $13.92万 | 加仓 |
| TSLA | TESLA INC | $111.08万 | 0.17% | 2,641 | 1 | 0.0% | $421 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $108.15万 | 0.16% | 14,253 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $106.70万 | 0.16% | 3,188 | 2,047 | 179.4% | $68.51万 | 重新持有 |
| LLY | ELI LILLY & CO | $96.94万 | 0.15% | 808 | 332 | 69.7% | $39.83万 | 加仓 |
| CAT | CATERPILLAR INC | $79.87万 | 0.12% | 750 | -41 | -5.2% | -$4.37万 | 减仓 |
| CSCO | CISCO SYS INC | $79.62万 | 0.12% | 6,778 | 2,772 | 69.2% | $32.56万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $78.11万 | 0.12% | 3,151 | -293 | -8.5% | -$7.26万 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $75.91万 | 0.12% | 16,656 | -569 | -3.3% | -$2.59万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $75.08万 | 0.11% | 778 | 16 | 2.1% | $1.54万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $74.31万 | 0.11% | 3,421 | 3,421 | — | $74.31万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $72.07万 | 0.11% | 20,013 | 10,000 | 99.9% | $36.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $69.80万 | 0.11% | 1,886 | 123 | 7.0% | $4.55万 | 加仓 |
| META | META PLATFORMS INC | $69.20万 | 0.10% | 1,228 | 163 | 15.3% | $9.19万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $67.36万 | 0.10% | 10,710 | 710 | 7.1% | $4.47万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $66.50万 | 0.10% | 3,125 | 75 | 2.5% | $1.60万 | 加仓 |
| GOOG | ALPHABET INC | $61.80万 | 0.09% | 1,749 | 251 | 16.8% | $8.87万 | 加仓 |
| CCJ | CAMECO CORP | $61.12万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $58.74万 | 0.09% | 3,271 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $55.25万 | 0.08% | 4,878 | -2,130 | -30.4% | -$24.13万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $53.42万 | 0.08% | 2,844 | -1,371 | -32.5% | -$25.75万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $51.52万 | 0.08% | 750 | 109 | 17.0% | $7.49万 | 加仓 |
| GIB | CGI INC | $50.58万 | 0.08% | 7,834 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $50.21万 | 0.08% | 5,829 | 333 | 6.1% | $2.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $48.75万 | 0.07% | 1,919 | 427 | 28.6% | $10.85万 | 加仓 |
| PRFD | PIMCO ETF TR | $47.40万 | 0.07% | 9,232 | 2,658 | 40.4% | $13.65万 | 加仓 |
| T | AT&T INC | $47.05万 | 0.07% | 22,728 | -2,096 | -8.4% | -$4.34万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $46.21万 | 0.07% | 2,191 | -349 | -13.7% | -$7.36万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.13万 | 0.07% | 456 | -40 | -8.1% | -$4.05万 | 减仓 |
| ASML | ASML HLDG NV | $45.17万 | 0.07% | 227 | 227 | — | $45.17万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $43.87万 | 0.07% | 17,169 | 306 | 1.8% | $7,818 | 加仓 |
| TQQQ | PROSHARES TR | $43.67万 | 0.07% | 5,391 | 1,431 | 36.1% | $11.59万 | 重新持有 |
| IBB | ISHARES TR | $43.55万 | 0.07% | 2,290 | 2,290 | — | $43.55万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $40.65万 | 0.06% | 2,811 | -201 | -6.7% | -$2.91万 | 减仓 |
| CVX | CHEVRON CORPORATION | $39.76万 | 0.06% | 2,398 | -24 | -1.0% | -$3,979 | 减仓 |
| RIG | TRANSOCEAN LTD | $39.12万 | 0.06% | 80,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.78万 | 0.06% | 774 | -13,601 | -94.6% | -$681.39万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $38.58万 | 0.06% | 3,443 | 138 | 4.2% | $1.55万 | 加仓 |
| C | CITIGROUP INC | $38.48万 | 0.06% | 2,749 | -341 | -11.0% | -$4.77万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $38.28万 | 0.06% | 2,167 | 25 | 1.2% | $4,416 | 加仓 |
| MTUM | ISHARES TR | $37.85万 | 0.06% | 1,104 | -26 | -2.3% | -$8,914 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $37.82万 | 0.06% | 3,633 | 3,633 | — | $37.82万 | 新建仓 |
| QYLD | GLOBAL X FDS | $37.70万 | 0.06% | 20,457 | 5,149 | 33.6% | $9.49万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $37.66万 | 0.06% | 2,763 | 2,763 | — | $37.66万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $36.79万 | 0.06% | 18,771 | -1,796 | -8.7% | -$3.52万 | 减仓 |