MinichMacGregor Wealth Management, LLC
Saratoga Springs NY · SEC CIK 0001744318
$5.67亿2026Q1 申报市值
136持仓数
36.9%前十大占比 · 第一大 6.2%
26 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEZ 新建仓+$1,987.13万
SOXX 新建仓+$1,975.29万
EMXC 加仓+$1,792.46万
ROBO 新建仓+$1,251.38万
XTL 新建仓+$1,178.56万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$2,289.44万
IYC 清仓-$2,056.65万
IYF 减仓-$1,488.90万
IDU 清仓-$1,198.40万
GLD 减仓-$653.44万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FTXR | FIRST TR EXCHANGE TRADED FD | $65.64万 | 0.12% | 17,225 | 17,225 | — | $65.64万 | 新建仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $67.88万 | 0.12% | 15,183 | -2,220 | -12.8% | -$9.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.37万 | 0.12% | 3,361 | -346 | -9.3% | -$7.04万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $69.16万 | 0.12% | 3,444 | 3,444 | — | $69.16万 | 新建仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $69.32万 | 0.12% | 30,862 | 30,862 | — | $69.32万 | 新建仓 |
| T | AT&T INC | $71.97万 | 0.13% | 24,824 | -107 | -0.4% | -$3,102 | 减仓 |
| QQQ | INVESCO QQQ TR | $83.32万 | 0.15% | 1,443 | -3,112 | -68.3% | -$179.69万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $86.14万 | 0.15% | 14,253 | -877 | -5.8% | -$5.30万 | 减仓 |
| WMT | WALMART INC | $87.10万 | 0.15% | 7,008 | 1,905 | 37.3% | $23.68万 | 加仓 |
| TSLA | TESLA INC | $98.14万 | 0.17% | 2,640 | -138 | -5.0% | -$5.13万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $98.32万 | 0.17% | 6,797 | -944 | -12.2% | -$13.66万 | 减仓 |
| HAL | HALLIBURTON CO | $111.22万 | 0.20% | 28,524 | 28,524 | — | $111.22万 | 新建仓 |
| AMZN | AMAZON COM INC | $148.22万 | 0.26% | 7,116 | -1,043 | -12.8% | -$21.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $161.40万 | 0.28% | 5,486 | -1,010 | -15.5% | -$29.71万 | 减仓 |
| GEV | GE VERNOVA INC | $216.77万 | 0.38% | 2,483 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $253.78万 | 0.45% | 146,526 | 146,526 | — | $253.78万 | 新建仓 |
| GE | GE AEROSPACE | $254.74万 | 0.45% | 8,976 | -896 | -9.1% | -$25.43万 | 减仓 |
| AAPL | APPLE INC | $358.69万 | 0.63% | 14,133 | -627 | -4.2% | -$15.91万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $359.38万 | 0.63% | 5,946 | -106 | -1.8% | -$6.41万 | 减仓 |
| NLR | VANECK ETF TRUST | $401.07万 | 0.71% | 30,113 | 1,650 | 5.8% | $21.98万 | 加仓 |
| SHY | ISHARES TR | $505.06万 | 0.89% | 61,167 | 5,709 | 10.3% | $47.14万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $601.33万 | 1.06% | 6,717 | 6,717 | — | $601.33万 | 新建仓 |
| IBDT | ISHARES TR | $624.11万 | 1.10% | 246,393 | 8,975 | 3.8% | $22.73万 | 加仓 |
| SLB | SLB LIMITED | $625.42万 | 1.10% | 121,700 | 121,700 | — | $625.42万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $641.23万 | 1.13% | 9,859 | -229 | -2.3% | -$14.89万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $671.57万 | 1.19% | 37,314 | -941 | -2.5% | -$16.94万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $680.08万 | 1.20% | 73,674 | 11,059 | 17.7% | $102.09万 | 加仓 |
| VLO | VALERO ENERGY CORP | $687.68万 | 1.21% | 27,832 | 27,832 | — | $687.68万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $688.88万 | 1.22% | 14,375 | 1,096 | 8.3% | $52.52万 | 加仓 |
| TJX | TJX COS INC NEW | $690.62万 | 1.22% | 43,244 | -977 | -2.2% | -$15.60万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $694.59万 | 1.23% | 21,236 | -1,520 | -6.7% | -$49.72万 | 减仓 |
| IGE | ISHARES TR | $799.60万 | 1.41% | 127,042 | 127,042 | — | $799.60万 | 新建仓 |
| ICLN | ISHARES TR | $855.86万 | 1.51% | 467,939 | 228,682 | 95.6% | $418.26万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $923.08万 | 1.63% | 211,946 | 6,429 | 3.1% | $28.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $944.43万 | 1.67% | 25,513 | -16 | -0.1% | -$5,923 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $990.26万 | 1.75% | 140,442 | 24,372 | 21.0% | $171.85万 | 加仓 |
| IBDV | ISHARES TR | $997.65万 | 1.76% | 455,756 | 29,118 | 6.8% | $63.74万 | 加仓 |
| HEI | HEICO CORP NEW | $1,003.95万 | 1.77% | 36,613 | 4,662 | 14.6% | $127.84万 | 加仓 |
| SHV | ISHARES TR | $1,029.70万 | 1.82% | 93,278 | 6,041 | 6.9% | $66.69万 | 加仓 |
| RAAX | VANECK ETF TRUST | $1,070.27万 | 1.89% | 262,900 | 262,900 | — | $1,070.27万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,092.57万 | 1.93% | 37,994 | -4,511 | -10.6% | -$129.72万 | 减仓 |
| KLAC | KLA CORP | $1,096.46万 | 1.93% | 7,446 | -1,999 | -21.2% | -$294.36万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,099.71万 | 1.94% | 133,411 | 26,581 | 24.9% | $219.11万 | 加仓 |
| IAI | ISHARES TR | $1,145.25万 | 2.02% | 69,755 | 4,818 | 7.4% | $79.10万 | 加仓 |
| XTL | SPDR SERIES TRUST | $1,178.56万 | 2.08% | 62,669 | 62,669 | — | $1,178.56万 | 新建仓 |
| IVV | ISHARES TR | $1,180.89万 | 2.08% | 18,078 | 1,733 | 10.6% | $113.20万 | 加仓 |
| IYJ | ISHARES TR | $1,231.25万 | 2.17% | 83,451 | 8,630 | 11.5% | $127.33万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1,251.38万 | 2.21% | 182,845 | 182,845 | — | $1,251.38万 | 新建仓 |
| MINT | PIMCO ETF TR | $1,253.14万 | 2.21% | 124,603 | 13,002 | 11.7% | $130.76万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $1,253.94万 | 2.21% | 146,471 | 15,723 | 12.0% | $134.60万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,317.11万 | 2.32% | 149,400 | 527 | 0.4% | $4.65万 | 加仓 |
| VIS | VANGUARD WORLD FD | $1,380.59万 | 2.44% | 44,218 | 546 | 1.3% | $17.05万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,410.60万 | 2.49% | 484,244 | 17,440 | 3.7% | $50.80万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,461.37万 | 2.58% | 569,955 | 18,744 | 3.4% | $48.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,589.95万 | 2.81% | 91,166 | 7,418 | 8.9% | $129.37万 | 加仓 |
| EMXC | ISHARES INC | $1,926.89万 | 3.40% | 244,964 | 227,874 | 1,333.4% | $1,792.46万 | 加仓 |
| SOXX | ISHARES TR | $1,975.29万 | 3.49% | 59,899 | 59,899 | — | $1,975.29万 | 新建仓 |
| IEZ | ISHARES TR | $1,987.13万 | 3.51% | 686,398 | 686,398 | — | $1,987.13万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,056.64万 | 3.63% | 380,507 | 24,540 | 6.9% | $132.64万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,187.52万 | 3.86% | 834,932 | 58,538 | 7.5% | $153.37万 | 加仓 |
| ITA | ISHARES TR | $2,812.44万 | 4.96% | 128,568 | 23,723 | 22.6% | $518.94万 | 加仓 |
| GLD | SPDR GOLD TR | $3,524.61万 | 6.22% | 81,912 | -15,186 | -15.6% | -$653.44万 | 减仓 |