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 |
|---|---|---|---|---|---|---|---|---|
| IEZ | ISHARES TR | $0 | 0.00% | 0 | -686,398 | -100.0% | -$1,987.13万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -140,442 | -100.0% | -$990.26万 | 清仓 |
| IGE | ISHARES TR | $0 | 0.00% | 0 | -127,042 | -100.0% | -$799.60万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -73,674 | -100.0% | -$680.08万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -6,717 | -100.0% | -$601.33万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -146,526 | -100.0% | -$253.78万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -28,524 | -100.0% | -$111.22万 | 清仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -30,862 | -100.0% | -$69.32万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -15,183 | -100.0% | -$67.88万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -9,075 | -100.0% | -$37.61万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -7,783 | -100.0% | -$33.03万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -5,245 | -100.0% | -$32.91万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,083 | -100.0% | -$31.99万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -2,008 | -100.0% | -$27.99万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -3,075 | -100.0% | -$24.77万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -3,145 | -100.0% | -$23.02万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -19,458 | -100.0% | -$22.45万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,268 | -100.0% | -$22.27万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -3,758 | -100.0% | -$21.45万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,002 | -100.0% | -$20.09万 | 清仓 |
| STLA | STELLANTIS N.V | $5.91万 | 0.01% | 10,300 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $15.11万 | 0.02% | 55,738 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $20.16万 | 0.03% | 485 | 485 | — | $20.16万 | 新建仓 |
| RTX | RTX CORPORATION | $20.65万 | 0.03% | 1,088 | -75 | -6.4% | -$1.42万 | 减仓 |
| IBDR | ISHARES TR | $20.81万 | 0.03% | 8,590 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $20.91万 | 0.03% | 8,633 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $21.03万 | 0.03% | 9,080 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $21.27万 | 0.03% | 4,454 | 4,454 | — | $21.27万 | 新建仓 |
| P | EVERPURE INC | $21.62万 | 0.03% | 2,744 | 2,744 | — | $21.62万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.63万 | 0.03% | 544 | 544 | — | $21.63万 | 新建仓 |
| MO | ALTRIA GROUP INC | $22.56万 | 0.03% | 3,135 | -941 | -23.1% | -$6.77万 | 重新持有 |
| ETN | EATON CORP PLC | $23.09万 | 0.04% | 541 | -74 | -12.0% | -$3.16万 | 减仓 |
| WMB | WILLIAMS COS INC | $23.85万 | 0.04% | 3,208 | -526 | -14.1% | -$3.91万 | 减仓 |
| NET | CLOUDFLARE INC | $23.94万 | 0.04% | 976 | 976 | — | $23.94万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $24.12万 | 0.04% | 9,514 | 9,514 | — | $24.12万 | 新建仓 |
| IYF | ISHARES TR | $24.13万 | 0.04% | 1,892 | -740 | -28.1% | -$9.44万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $24.54万 | 0.04% | 927 | 14 | 1.5% | $3,706 | 加仓 |
| VB | VANGUARD INDEX FDS | $24.58万 | 0.04% | 811 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $24.92万 | 0.04% | 1,812 | 1,812 | — | $24.92万 | 新建仓 |
| IVZ | INVESCO LTD | $25.05万 | 0.04% | 9,492 | 225 | 2.4% | $5,938 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.07万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.32万 | 0.04% | 738 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $25.44万 | 0.04% | 12,206 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $25.48万 | 0.04% | 4,639 | 1 | 0.0% | $55 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $26.52万 | 0.04% | 2,910 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $26.54万 | 0.04% | 3,212 | -200 | -5.9% | -$1.65万 | 减仓 |
| EMR | EMERSON ELEC CO | $26.65万 | 0.04% | 1,862 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $27.45万 | 0.04% | 4,483 | 166 | 3.8% | $1.02万 | 加仓 |
| CCI | CROWN CASTLE INC | $27.45万 | 0.04% | 3,625 | -200 | -5.2% | -$1.51万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $27.48万 | 0.04% | 1,412 | 1,412 | — | $27.48万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $28.03万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.32万 | 0.04% | 1,006 | 31 | 3.2% | $8,726 | 加仓 |
| CW | CURTISS WRIGHT CORP | $28.79万 | 0.04% | 380 | 380 | — | $28.79万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $29.47万 | 0.04% | 989 | 989 | — | $29.47万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $29.67万 | 0.05% | 8,918 | 8,918 | — | $29.67万 | 新建仓 |
| BAC | BANK OF AMER CORP | $30.40万 | 0.05% | 5,335 | 21 | 0.4% | $1,197 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $30.41万 | 0.05% | 891 | -47,099 | -98.1% | -$1,607.71万 | 重新持有 |
| MS | MORGAN STANLEY | $30.42万 | 0.05% | 1,455 | -266 | -15.5% | -$5.56万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $30.60万 | 0.05% | 4,780 | 1,653 | 52.9% | $10.58万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $31.00万 | 0.05% | 1,386 | -182 | -11.6% | -$4.07万 | 重新持有 |
| — | EXXON MOBIL CORP | $31.20万 | 0.05% | 2,282 | -1,519 | -40.0% | -$20.77万 | 减仓 |
| RKLB | ROCKET LAB CORP | $31.54万 | 0.05% | 3,102 | 3,102 | — | $31.54万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $31.72万 | 0.05% | 1,335 | 1,335 | — | $31.72万 | 新建仓 |
| GM | GENERAL MTRS CO | $32.82万 | 0.05% | 4,258 | 283 | 7.1% | $2.18万 | 加仓 |
| ORCL | ORACLE CORP | $33.02万 | 0.05% | 2,253 | 1,068 | 90.1% | $15.65万 | 重新持有 |
| IAU | ISHARES GOLD TR | $33.30万 | 0.05% | 4,409 | -144,991 | -97.0% | -$1,094.91万 | 减仓 |
| CLOI | VANECK ETF TRUST | $33.52万 | 0.05% | 6,330 | 1,865 | 41.8% | $9.88万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $34.51万 | 0.05% | 2,056 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $34.71万 | 0.05% | 2,486 | 2,486 | — | $34.71万 | 新建仓 |
| ABBV | ABBVIE INC | $36.66万 | 0.06% | 1,456 | 1 | 0.1% | $252 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $36.79万 | 0.06% | 18,771 | -1,796 | -8.7% | -$3.52万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $37.66万 | 0.06% | 2,763 | 2,763 | — | $37.66万 | 新建仓 |
| QYLD | GLOBAL X FDS | $37.70万 | 0.06% | 20,457 | 5,149 | 33.6% | $9.49万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $37.82万 | 0.06% | 3,633 | 3,633 | — | $37.82万 | 新建仓 |
| MTUM | ISHARES TR | $37.85万 | 0.06% | 1,104 | -26 | -2.3% | -$8,914 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $38.28万 | 0.06% | 2,167 | 25 | 1.2% | $4,416 | 加仓 |
| C | CITIGROUP INC | $38.48万 | 0.06% | 2,749 | -341 | -11.0% | -$4.77万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $38.58万 | 0.06% | 3,443 | 138 | 4.2% | $1.55万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.78万 | 0.06% | 774 | -13,601 | -94.6% | -$681.39万 | 减仓 |
| RIG | TRANSOCEAN LTD | $39.12万 | 0.06% | 80,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $39.76万 | 0.06% | 2,398 | -24 | -1.0% | -$3,979 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $40.65万 | 0.06% | 2,811 | -201 | -6.7% | -$2.91万 | 减仓 |
| IBB | ISHARES TR | $43.55万 | 0.07% | 2,290 | 2,290 | — | $43.55万 | 新建仓 |
| TQQQ | PROSHARES TR | $43.67万 | 0.07% | 5,391 | 1,431 | 36.1% | $11.59万 | 重新持有 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $43.87万 | 0.07% | 17,169 | 306 | 1.8% | $7,818 | 加仓 |
| ASML | ASML HLDG NV | $45.17万 | 0.07% | 227 | 227 | — | $45.17万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.13万 | 0.07% | 456 | -40 | -8.1% | -$4.05万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $46.21万 | 0.07% | 2,191 | -349 | -13.7% | -$7.36万 | 减仓 |
| T | AT&T INC | $47.05万 | 0.07% | 22,728 | -2,096 | -8.4% | -$4.34万 | 减仓 |
| PRFD | PIMCO ETF TR | $47.40万 | 0.07% | 9,232 | 2,658 | 40.4% | $13.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $48.75万 | 0.07% | 1,919 | 427 | 28.6% | $10.85万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $50.21万 | 0.08% | 5,829 | 333 | 6.1% | $2.87万 | 加仓 |
| GIB | CGI INC | $50.58万 | 0.08% | 7,834 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $51.52万 | 0.08% | 750 | 109 | 17.0% | $7.49万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $53.42万 | 0.08% | 2,844 | -1,371 | -32.5% | -$25.75万 | 减仓 |
| WMT | WALMART INC | $55.25万 | 0.08% | 4,878 | -2,130 | -30.4% | -$24.13万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $58.74万 | 0.09% | 3,271 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $61.12万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $61.80万 | 0.09% | 1,749 | 251 | 16.8% | $8.87万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $66.50万 | 0.10% | 3,125 | 75 | 2.5% | $1.60万 | 加仓 |