McGuire Investment Group, LLC
WAKEFIELD RI · SEC CIK 0001756959
$11.42亿2026Q2 申报市值
137持仓数
47.2%前十大占比 · 第一大 8.9%
19 / 3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
IBDS 加仓+$986.56万
IBTH 加仓+$985.73万
APLD 加仓+$484.43万
HONA 新建仓+$440.77万
BSX 新建仓+$308.54万
2026Q2 卖出最多 按季末市值估算
IBDR 清仓-$876.01万
IBTG 清仓-$875.76万
JNJ 减仓-$567.85万
HON 减仓-$454.37万
AMD 减仓-$212.79万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $1.01亿 | 8.86% | 174,182 | -3,663 | -2.1% | -$212.79万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $7,921.75万 | 6.94% | 182,811 | -3,203 | -1.7% | -$138.80万 | 减仓 |
| AMAT | APPLIED MATLS INC | $7,818.41万 | 6.85% | 108,139 | -299 | -0.3% | -$21.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,916.93万 | 6.06% | 345,691 | 278 | 0.1% | $5.56万 | 加仓 |
| USFR | WISDOMTREE TR | $4,772.43万 | 4.18% | 947,852 | 52,773 | 5.9% | $265.71万 | 加仓 |
| BIL | SPDR SERIES TRUST | $4,739.17万 | 4.15% | 517,151 | 27,655 | 5.6% | $253.43万 | 加仓 |
| AAPL | APPLE INC | $3,344.14万 | 2.93% | 115,570 | -1,031 | -0.9% | -$29.83万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2,984.32万 | 2.61% | 75,140 | -225 | -0.3% | -$8.94万 | 减仓 |
| ASML | ASML HLDG NV | $2,878.62万 | 2.52% | 14,470 | -129 | -0.9% | -$25.66万 | 减仓 |
| QCOM | QUALCOMM INC | $2,432.36万 | 2.13% | 131,629 | -236 | -0.2% | -$4.36万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,382.79万 | 2.09% | 204,233 | -2,300 | -1.1% | -$26.83万 | 减仓 |
| CAT | CATERPILLAR INC | $2,247.74万 | 1.97% | 21,108 | 11 | 0.1% | $1.17万 | 加仓 |
| GOOGL | ALPHABET INC | $2,237.73万 | 1.96% | 62,617 | -15 | -0.0% | -$5,361 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $2,220.35万 | 1.94% | 91,497 | -204 | -0.2% | -$4.95万 | 减仓 |
| XSD | SPDR SERIES TRUST | $2,107.76万 | 1.85% | 33,795 | -670 | -1.9% | -$41.79万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1,934.96万 | 1.69% | 190,355 | -171 | -0.1% | -$1.74万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $1,849.80万 | 1.62% | 34,929 | -446 | -1.3% | -$23.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,817.26万 | 1.59% | 48,718 | 14 | 0.0% | $5,222 | 加仓 |
| SYK | STRYKER CORPORATION | $1,816.76万 | 1.59% | 57,704 | -120 | -0.2% | -$3.78万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,757.72万 | 1.54% | 18,790 | 7 | 0.0% | $6,548 | 加仓 |
| MS | MORGAN STANLEY | $1,588.62万 | 1.39% | 75,996 | 104 | 0.1% | $2.17万 | 加仓 |
| AMZN | AMAZON COM INC | $1,510.65万 | 1.32% | 63,382 | 8,087 | 14.6% | $192.75万 | 加仓 |
| IJR | ISHARES TR | $1,499.94万 | 1.31% | 101,136 | 862 | 0.9% | $12.78万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,394.04万 | 1.22% | 27,805 | -335 | -1.2% | -$16.80万 | 减仓 |
| WMT | WALMART INC | $1,379.63万 | 1.21% | 121,811 | -1,668 | -1.4% | -$18.89万 | 减仓 |
| CMI | CUMMINS INC | $1,379.31万 | 1.21% | 19,340 | -40 | -0.2% | -$2.85万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,234.65万 | 1.08% | 133,809 | 200 | 0.1% | $1.85万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,178.63万 | 1.03% | 43,577 | 111 | 0.3% | $3.00万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,149.10万 | 1.01% | 28,895 | 4,997 | 20.9% | $198.72万 | 加仓 |
| XSW | SPDR SERIES TRUST | $1,142.45万 | 1.00% | 66,496 | 210 | 0.3% | $3.61万 | 加仓 |
| BLK | BLACKROCK INC | $1,028.29万 | 0.90% | 10,694 | -82 | -0.8% | -$7.88万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,012.60万 | 0.89% | 169,529 | 23,004 | 15.7% | $137.40万 | 加仓 |
| IBDS | ISHARES TR | $1,009.96万 | 0.88% | 416,994 | 407,333 | 4,216.3% | $986.56万 | 加仓 |
| IBTH | ISHARES TR | $1,009.04万 | 0.88% | 451,068 | 440,646 | 4,228.0% | $985.73万 | 加仓 |
| IQV | IQVIA HLDGS INC | $994.41万 | 0.87% | 51,465 | -304 | -0.6% | -$5.87万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $980.19万 | 0.86% | 408,581 | 28,692 | 7.6% | $68.83万 | 加仓 |
| IONQ | IONQ INC | $958.69万 | 0.84% | 180,002 | 11,038 | 6.5% | $58.79万 | 加仓 |
| CME | CME GROUP INC | $931.83万 | 0.82% | 42,197 | 69 | 0.2% | $1.52万 | 加仓 |
| GNMA | ISHARES TR | $874.63万 | 0.77% | 197,745 | 26,774 | 15.7% | $118.42万 | 加仓 |
| NLR | VANECK ETF TRUST | $818.02万 | 0.72% | 70,531 | 544 | 0.8% | $6.31万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $784.92万 | 0.69% | 15,855 | 59 | 0.4% | $2.92万 | 加仓 |
| QQQ | INVESCO QQQ TR | $778.31万 | 0.68% | 10,569 | 63 | 0.6% | $4.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $692.12万 | 0.61% | 27,252 | -22,359 | -45.1% | -$567.85万 | 减仓 |
| RTX | RTX CORPORATION | $691.20万 | 0.61% | 36,431 | -434 | -1.2% | -$8.23万 | 减仓 |
| GLD | SPDR GOLD TR | $661.41万 | 0.58% | 17,955 | 157 | 0.9% | $5.78万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $581.04万 | 0.51% | 155,774 | 129,874 | 501.4% | $484.43万 | 加仓 |
| XAR | SPDR SERIES TRUST | $567.44万 | 0.50% | 19,995 | 178 | 0.9% | $5.05万 | 加仓 |
| IAI | ISHARES TR | $540.88万 | 0.47% | 30,849 | -196 | -0.6% | -$3.44万 | 减仓 |
| HACK | AMPLIFY ETF TR | $493.01万 | 0.43% | 46,985 | 312 | 0.7% | $3.27万 | 加仓 |
| ITB | ISHARES TR | $483.23万 | 0.42% | 46,251 | 493 | 1.1% | $5.15万 | 加仓 |
| AMGN | AMGEN INC | $477.44万 | 0.42% | 13,184 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $473.31万 | 0.41% | 9,291 | -59 | -0.6% | -$3.01万 | 减仓 |
| SMH | VANECK ETF TRUST | $455.71万 | 0.40% | 6,948 | -981 | -12.4% | -$64.34万 | 减仓 |
| HON | HONEYWELL INTL INC | $448.15万 | 0.39% | 20,016 | -20,294 | -50.3% | -$454.37万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $440.77万 | 0.39% | 19,937 | 19,937 | — | $440.77万 | 新建仓 |
| IYT | ISHARES TR | $339.11万 | 0.30% | 39,090 | 162 | 0.4% | $1.41万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $315.20万 | 0.28% | 10,847 | 96 | 0.9% | $2.79万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $312.02万 | 0.27% | 161,499 | -1,401 | -0.9% | -$2.71万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $308.54万 | 0.27% | 72,292 | 72,292 | — | $308.54万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $295.76万 | 0.26% | 55,689 | 334 | 0.6% | $1.77万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $291.93万 | 0.26% | 18,400 | 437 | 2.4% | $6.93万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $277.56万 | 0.24% | 43,032 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $274.53万 | 0.24% | 14,413 | -3,113 | -17.8% | -$59.30万 | 减仓 |
| OKLO | OKLO INC | $271.47万 | 0.24% | 51,877 | 51,877 | — | $271.47万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $246.74万 | 0.22% | 78,059 | 345 | 0.4% | $1.09万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $237.15万 | 0.21% | 12,803 | 304 | 2.4% | $5.63万 | 加仓 |
| VST | VISTRA CORP | $218.39万 | 0.19% | 13,767 | 13,767 | — | $218.39万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $208.39万 | 0.18% | 38,872 | 972 | 2.6% | $5.21万 | 加仓 |
| ITA | ISHARES TR | $203.92万 | 0.18% | 8,412 | 178 | 2.2% | $4.32万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $202.86万 | 0.18% | 4,084 | -55 | -1.3% | -$2.73万 | 减仓 |
| IVV | ISHARES TR | $189.21万 | 0.17% | 2,527 | 40 | 1.6% | $2.99万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $178.26万 | 0.16% | 7,177 | 7,177 | — | $178.26万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $170.48万 | 0.15% | 8,948 | 173 | 2.0% | $3.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $158.39万 | 0.14% | 2,121 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $154.05万 | 0.13% | 2,243 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $153.31万 | 0.13% | 9,270 | 1,257 | 15.7% | $20.79万 | 加仓 |
| LABU | DIREXION SHARES ETF TRUST | $152.56万 | 0.13% | 5,223 | -1,340 | -20.4% | -$39.14万 | 减仓 |
| VGT | VANGUARD WORLD FD | $152.38万 | 0.13% | 12,749 | 173 | 1.4% | $2.07万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $128.44万 | 0.11% | 13,899 | 257 | 1.9% | $2.37万 | 加仓 |
| KLAC | KLA CORP | $114.65万 | 0.10% | 3,800 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $106.15万 | 0.09% | 3,390 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $99.06万 | 0.09% | 12,295 | 199 | 1.6% | $1.60万 | 加仓 |
| IWM | ISHARES TR | $95.69万 | 0.08% | 3,185 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $95.23万 | 0.08% | 1,354 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $88.90万 | 0.08% | 5,618 | -1,611 | -22.3% | -$25.49万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $88.24万 | 0.08% | 4,698 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $82.29万 | 0.07% | 6,253 | 165 | 2.7% | $2.17万 | 加仓 |
| VB | VANGUARD INDEX FDS | $82.15万 | 0.07% | 2,710 | 39 | 1.5% | $1.18万 | 加仓 |
| VHT | VANGUARD WORLD FD | $81.81万 | 0.07% | 2,736 | 63 | 2.4% | $1.88万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $80.02万 | 0.07% | 15,281 | 211 | 1.4% | $1.10万 | 加仓 |
| GOOG | ALPHABET INC | $72.96万 | 0.06% | 2,065 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $72.77万 | 0.06% | 8,760 | 224 | 2.6% | $1.86万 | 加仓 |
| — | PROSHARES TR | $71.39万 | 0.06% | 4,600 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $69.65万 | 0.06% | 1,768 | 38 | 2.2% | $1.50万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $68.51万 | 0.06% | 2,300 | -782 | -25.4% | -$23.29万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $67.51万 | 0.06% | 1,846 | 42 | 2.3% | $1.54万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $65.50万 | 0.06% | 11,357 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $65.36万 | 0.06% | 1,554 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $63.47万 | 0.06% | 1,850 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $61.35万 | 0.05% | 1,175 | 21 | 1.8% | $1.10万 | 加仓 |