MorganRosel Wealth Management, LLC
HIGHLANDS RANCH CO · SEC CIK 0001753218
$2.96亿2026Q2 申报市值
104持仓数
47.0%前十大占比 · 第一大 18.9%
14 / 13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
EMGF 新建仓+$505.04万
AGG 加仓+$130.20万
ARCB 新建仓+$112.31万
PHIN 新建仓+$97.16万
VOO 加仓+$94.44万
2026Q2 卖出最多 按季末市值估算
IAUM 清仓-$514.09万
NEM 清仓-$82.30万
FOXA 清仓-$80.15万
THC 清仓-$74.96万
DLTR 清仓-$70.41万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES RUSSELL 1000 ETF | $23.38万 | 0.08% | 571 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $21.56万 | 0.07% | 2,000 | 2,000 | — | $21.56万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $21.54万 | 0.07% | 797 | -9 | -1.1% | -$2,433 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $21.15万 | 0.07% | 859 | 859 | — | $21.15万 | 新建仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $0 | 0.00% | 0 | -110,084 | -100.0% | -$514.09万 | 清仓 |
| NEM | NEWMONT CORP COM | $0 | 0.00% | 0 | -7,603 | -100.0% | -$82.30万 | 清仓 |
| FOXA | FOX CORP CL A COM | $0 | 0.00% | 0 | -13,724 | -100.0% | -$80.15万 | 清仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $0 | 0.00% | 0 | -3,972 | -100.0% | -$74.96万 | 清仓 |
| DLTR | DOLLAR TREE INC COM | $0 | 0.00% | 0 | -6,430 | -100.0% | -$70.41万 | 清仓 |
| IBEX | IBEX LTD SHS NEW | $0 | 0.00% | 0 | -24,326 | -100.0% | -$65.24万 | 清仓 |
| HEI | HEICO CORP NEW COM | $0 | 0.00% | 0 | -2,243 | -100.0% | -$61.50万 | 清仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $0 | 0.00% | 0 | -2,902 | -100.0% | -$60.66万 | 清仓 |
| RKT | ROCKET COS INC COM CL A | $0 | 0.00% | 0 | -35,351 | -100.0% | -$50.38万 | 清仓 |
| — | GATES INDL CORP PLC ORD SHS | $0 | 0.00% | 0 | -18,682 | -100.0% | -$42.24万 | 清仓 |
| AMP | AMERIPRISE FINL INC COM | $0 | 0.00% | 0 | -762 | -100.0% | -$33.86万 | 清仓 |
| IAU | ISHARES GOLD TRUST | $0 | 0.00% | 0 | -2,635 | -100.0% | -$23.23万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -7,066 | -100.0% | -$20.48万 | 清仓 |