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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $28.32万 | 0.05% | 1,721 | 114 | 7.1% | $1.88万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $27.99万 | 0.05% | 2,008 | 2,008 | — | $27.99万 | 新建仓 |
| AVGO | BROADCOM INC | $27.81万 | 0.05% | 898 | -1 | -0.1% | -$310 | 减仓 |
| WMB | WILLIAMS COS INC | $27.18万 | 0.05% | 3,734 | -73 | -1.9% | -$5,314 | 减仓 |
| WFC | WELLS FARGO & CO | $27.16万 | 0.05% | 3,412 | -2,946 | -46.3% | -$23.45万 | 减仓 |
| MTUM | ISHARES TR | $27.12万 | 0.05% | 1,130 | -84 | -6.9% | -$2.02万 | 减仓 |
| QYLD | GLOBAL X FDS | $26.25万 | 0.05% | 15,308 | 1,990 | 14.9% | $3.41万 | 加仓 |
| BAC | BANK AMERICA CORP | $25.91万 | 0.05% | 5,314 | -836 | -13.6% | -$4.08万 | 减仓 |
| IBDW | ISHARES TR | $25.55万 | 0.05% | 12,206 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $24.77万 | 0.04% | 3,075 | 3,075 | — | $24.77万 | 新建仓 |
| EMR | EMERSON ELEC CO | $24.40万 | 0.04% | 1,862 | -180 | -8.8% | -$2.36万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.65万 | 0.04% | 975 | 63 | 6.9% | $1.53万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $23.55万 | 0.04% | 4,317 | -348 | -7.5% | -$1.90万 | 减仓 |
| CLOI | VANECK ETF TRUST | $23.53万 | 0.04% | 4,465 | 4,465 | — | $23.53万 | 新建仓 |
| EIX | EDISON INTL | $23.02万 | 0.04% | 3,145 | 3,145 | — | $23.02万 | 新建仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $22.97万 | 0.04% | 2,910 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $22.51万 | 0.04% | 9,267 | -1,392 | -13.1% | -$3.38万 | 减仓 |
| F | FORD MTR CO | $22.45万 | 0.04% | 19,458 | 19,458 | — | $22.45万 | 新建仓 |
| RTX | RTX CORPORATION | $22.44万 | 0.04% | 1,163 | -99 | -7.8% | -$1.91万 | 减仓 |
| V | VISA INC | $22.33万 | 0.04% | 738 | -261 | -26.1% | -$7.90万 | 减仓 |
| SLV | ISHARES SILVER TR | $22.27万 | 0.04% | 3,268 | -335,898 | -99.0% | -$2,289.44万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $22.26万 | 0.04% | 3,127 | -220 | -6.6% | -$1.57万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.23万 | 0.04% | 480 | -1,679 | -77.8% | -$77.77万 | 减仓 |
| ETN | EATON CORP PLC | $22.03万 | 0.04% | 615 | -13,381 | -95.6% | -$479.23万 | 减仓 |
| MPLX | MPLX LP | $21.45万 | 0.04% | 3,758 | -107 | -2.8% | -$6,107 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $21.37万 | 0.04% | 913 | -2,623 | -74.2% | -$61.39万 | 减仓 |
| VB | VANGUARD INDEX FDS | $21.24万 | 0.04% | 811 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $21.23万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $21.12万 | 0.04% | 9,080 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $20.93万 | 0.04% | 8,633 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $20.82万 | 0.04% | 8,590 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $20.31万 | 0.04% | 4,638 | 4,638 | — | $20.31万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.09万 | 0.04% | 4,002 | 4,002 | — | $20.09万 | 新建仓 |
| PLUG | PLUG PWR INC | $12.60万 | 0.02% | 55,738 | 125 | 0.2% | $283 | 加仓 |
| STLA | STELLANTIS N.V | $7.30万 | 0.01% | 10,300 | 10,300 | — | $7.30万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $6.54万 | 0.01% | 10,013 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $0 | 0.00% | 0 | -199,422 | -100.0% | -$2,056.65万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -110,594 | -100.0% | -$1,198.40万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -32,213 | -100.0% | -$605.83万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -31,682 | -100.0% | -$571.56万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -264,812 | -100.0% | -$538.89万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -27,869 | -100.0% | -$426.94万 | 清仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -16,241 | -100.0% | -$73.10万 | 清仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -11,884 | -100.0% | -$71.72万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -1,561 | -100.0% | -$57.78万 | 清仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -12,040 | -100.0% | -$36.77万 | 清仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -6,584 | -100.0% | -$35.52万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,805 | -100.0% | -$34.58万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ADVISORSHARES TR | $0 | 0.00% | 0 | -3,244 | -100.0% | -$27.98万 | 清仓 |
| IGOV | ISHARES TR | $0 | 0.00% | 0 | -6,643 | -100.0% | -$27.78万 | 清仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AES | AES CORP | $0 | 0.00% | 0 | -16,772 | -100.0% | -$24.05万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -1,666 | -100.0% | -$22.43万 | 清仓 |
| IAK | ISHARES TR | $0 | 0.00% | 0 | -1,539 | -100.0% | -$20.95万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,039 | -100.0% | -$20.05万 | 清仓 |
| — | OFS CREDIT COMPANY INC | $0 | 0.00% | 0 | -11,635 | -100.0% | -$5.63万 | 清仓 |