MorganRosel Wealth Management, LLC
HIGHLANDS RANCH CO · SEC CIK 0001753218
$2.54亿2026Q1 申报市值
103持仓数
47.5%前十大占比 · 第一大 18.9%
13 / 21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
VPL 新建仓+$477.37万
VGK 新建仓+$423.20万
FNDE 加仓+$414.18万
GM 新建仓+$99.82万
VLO 新建仓+$93.32万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$2,880.06万
SCHF 减仓-$1,188.11万
VOT 减仓-$722.41万
VO 减仓-$688.66万
USMV 减仓-$659.01万
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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP COM | $21.16万 | 0.08% | 333 | 333 | — | $21.16万 | 新建仓 |
| T | AT&T INC COM | $20.48万 | 0.08% | 7,066 | -5,312 | -42.9% | -$15.40万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $20.36万 | 0.08% | 571 | -3,901 | -87.2% | -$139.09万 | 减仓 |
| TSLA | TESLA INC COM | $0 | 0.00% | 0 | -6,365 | -100.0% | -$286.25万 | 清仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -19,143 | -100.0% | -$186.09万 | 清仓 |
| — | REV GROUP INC COM | $0 | 0.00% | 0 | -28,366 | -100.0% | -$172.49万 | 清仓 |
| CQP | CHENIERE ENERGY PARTNERS L P COM UNIT | $0 | 0.00% | 0 | -19,500 | -100.0% | -$104.29万 | 清仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $0 | 0.00% | 0 | -31,468 | -100.0% | -$83.61万 | 清仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $0 | 0.00% | 0 | -6,782 | -100.0% | -$72.64万 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -1,037 | -100.0% | -$68.69万 | 清仓 |
| SKYW | SKYWEST INC COM | $0 | 0.00% | 0 | -6,211 | -100.0% | -$62.36万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $0 | 0.00% | 0 | -1,896 | -100.0% | -$59.27万 | 清仓 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $0 | 0.00% | 0 | -67,934 | -100.0% | -$57.00万 | 清仓 |
| LIN | LINDE PLC SHS | $0 | 0.00% | 0 | -1,141 | -100.0% | -$48.65万 | 清仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $0 | 0.00% | 0 | -4,996 | -100.0% | -$44.69万 | 清仓 |
| PBF | PBF ENERGY INC CL A | $0 | 0.00% | 0 | -15,530 | -100.0% | -$42.12万 | 清仓 |
| SLM | SLM CORP COM | $0 | 0.00% | 0 | -14,773 | -100.0% | -$39.98万 | 清仓 |
| RS | RELIANCE INC COM | $0 | 0.00% | 0 | -1,340 | -100.0% | -$38.71万 | 清仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $0 | 0.00% | 0 | -9,083 | -100.0% | -$35.83万 | 清仓 |
| METC | RAMACO RES INC COM CL A | $0 | 0.00% | 0 | -13,014 | -100.0% | -$23.43万 | 清仓 |
| HD | HOME DEPOT INC COM | $0 | 0.00% | 0 | -651 | -100.0% | -$22.40万 | 清仓 |
| GE | GE AEROSPACE COM NEW | $0 | 0.00% | 0 | -675 | -100.0% | -$20.80万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $0 | 0.00% | 0 | -400 | -100.0% | -$20.11万 | 清仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $0 | 0.00% | 0 | -2,886 | -100.0% | -$20.06万 | 清仓 |