Moran Wealth Management, LLC
NAPLES FL · SEC CIK 0001965334
$36.68亿2026Q2 申报市值
491持仓数
13.8%前十大占比 · 第一大 1.8%
80 / 71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
MRVL 新建仓+$2,447.34万
DRI 新建仓+$1,730.36万
NOBL 加仓+$1,316.81万
LRCX 加仓+$1,293.49万
EXE 加仓+$1,256.74万
2026Q2 卖出最多 按季末市值估算
AFL 减仓-$2,185.57万
CL 重新持有-$1,739.61万
LOW 清仓-$1,584.35万
INTU 清仓-$1,567.64万
PGR 减仓-$1,408.46万
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 |
|---|---|---|---|---|---|---|---|---|
| GVA | Granite Construction Inc | $28.93万 | 0.01% | 1,830 | 1,830 | — | $28.93万 | 新建仓 |
| DHR | Danaher Corporation | $29.01万 | 0.01% | 1,523 | 352 | 30.1% | $6.70万 | 加仓 |
| RELY | Remitly Global Inc | $29.57万 | 0.01% | 13,197 | 13,197 | — | $29.57万 | 新建仓 |
| — | Janus Henderson Grp PLC | $29.60万 | 0.01% | 5,697 | 202 | 3.7% | $1.05万 | 加仓 |
| MCRI | Monarch Casino & Resort Inc | $30.01万 | 0.01% | 2,280 | 2,280 | — | $30.01万 | 新建仓 |
| MYRG | Myr Group Inc | $30.22万 | 0.01% | 604 | 604 | — | $30.22万 | 新建仓 |
| SPDW | SPDR Portfolio Developed Word | $30.70万 | 0.01% | 6,092 | 6,092 | — | $30.70万 | 新建仓 |
| MICC | Magnum Ice Cream Co Nv Ord | $31.15万 | 0.01% | 17,886 | -1,442 | -7.5% | -$2.51万 | 减仓 |
| AMTM | Amentum Holdings Inc | $31.16万 | 0.01% | 15,076 | -4,509 | -23.0% | -$9.32万 | 减仓 |
| OSCR | Oscar Health Inc Cl A | $31.39万 | 0.01% | 11,006 | 11,006 | — | $31.39万 | 新建仓 |
| MAR | Marriott Intl Inc Cl A | $31.83万 | 0.01% | 859 | -587 | -40.6% | -$21.75万 | 重新持有 |
| FET | Forum Energy Technologies Inc | $31.85万 | 0.01% | 6,341 | 7 | 0.1% | $352 | 加仓 |
| EZPW | Ezcorp Inc Cl A Non Vtg | $32.21万 | 0.01% | 9,317 | 201 | 2.2% | $6,949 | 加仓 |
| GTX | Garrett Motion Inc | $32.26万 | 0.01% | 8,903 | 8,903 | — | $32.26万 | 新建仓 |
| RTX | Rtx Corporation Com | $32.33万 | 0.01% | 1,704 | 1,704 | — | $32.33万 | 新建仓 |
| GS | Goldman Sachs Group Inc | $32.36万 | 0.01% | 320 | 320 | — | $32.36万 | 新建仓 |
| IWR | Ishares Russell Mid-Cap Etf | $32.57万 | 0.01% | 2,952 | 0 | 0.0% | — | 不变 |
| SNX | Td Synnex Corporation | $32.64万 | 0.01% | 1,221 | 1,221 | — | $32.64万 | 新建仓 |
| GHM | GRAHAM CORP | $33.18万 | 0.01% | 2,680 | -50 | -1.8% | -$6,189 | 减仓 |
| SNOW | Snowflake Inc CL A | $33.34万 | 0.01% | 1,310 | -182 | -12.2% | -$4.63万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR | $33.57万 | 0.01% | 3,699 | 203 | 5.8% | $1.84万 | 加仓 |
| ACWI | Ishares Msci Acwi Index Fund | $35.52万 | 0.01% | 2,263 | -14,020 | -86.1% | -$220.07万 | 减仓 |
| WS | Worthington Stl Inc | $35.72万 | 0.01% | 10,638 | 2,609 | 32.5% | $8.76万 | 加仓 |
| CSTM | Constellium Se Cl A | $35.92万 | 0.01% | 11,272 | 247 | 2.2% | $7,872 | 加仓 |
| SOLV | Solventum Corp | $36.35万 | 0.01% | 4,711 | 1,145 | 32.1% | $8.83万 | 加仓 |
| SPMO | Invesco S&P 500 Momentum Etf | $36.93万 | 0.01% | 2,286 | -7 | -0.3% | -$1,131 | 减仓 |
| CM | Canadian Imp Bank Comm | $37.41万 | 0.01% | 3,253 | 232 | 7.7% | $2.67万 | 加仓 |
| SEG | Seagate Entertainment | $38.12万 | 0.01% | 14,330 | 3,395 | 31.0% | $9.03万 | 加仓 |
| FISV | Fiserv Inc | $38.28万 | 0.01% | 7,804 | -400 | -4.9% | -$1.96万 | 减仓 |
| LLYVA | Liberty Live Holdings Inc Ser | $39.92万 | 0.01% | 3,942 | 948 | 31.7% | $9.60万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $40.27万 | 0.01% | 4,081 | 74 | 1.8% | $7,302 | 加仓 |
| MRP | Millrose Properties Inc Cl A | $41.85万 | 0.01% | 13,927 | 3,465 | 33.1% | $10.41万 | 加仓 |
| COHR | Coherent Corp | $43.98万 | 0.01% | 1,115 | 101 | 10.0% | $3.98万 | 加仓 |
| ORCL | Oracle Corp | $44.45万 | 0.01% | 3,033 | 1,402 | 86.0% | $20.55万 | 加仓 |
| RNA | Atrium Therapeutics Inc | $44.82万 | 0.01% | 33,320 | 33,320 | — | $44.82万 | 新建仓 |
| BAC | Bank Of America Corp | $44.86万 | 0.01% | 7,873 | -17,438 | -68.9% | -$99.36万 | 减仓 |
| EMXC | Ishares Msci Emerging Markets | $46.54万 | 0.01% | 4,549 | -1,111 | -19.6% | -$11.37万 | 减仓 |
| ABBV | Abbvie Inc | $46.88万 | 0.01% | 1,863 | 1,863 | — | $46.88万 | 新建仓 |
| — | Costamare Bulkers Holdings Ltd | $46.89万 | 0.01% | 26,700 | 6,223 | 30.4% | $10.93万 | 加仓 |
| KEYS | Keysight Technologies Inc | $47.50万 | 0.01% | 1,357 | 110 | 8.8% | $3.85万 | 加仓 |
| DGII | DIGI INTL INC | $47.96万 | 0.01% | 6,399 | 135 | 2.2% | $1.01万 | 加仓 |
| C | Citigroup Inc New | $48.97万 | 0.01% | 3,499 | 3,499 | — | $48.97万 | 新建仓 |
| BTSG | Brightspring Health Services I | $49.29万 | 0.01% | 7,068 | 143 | 2.1% | $9,973 | 加仓 |
| MS | Morgan Stanley | $50.46万 | 0.01% | 2,414 | 2,414 | — | $50.46万 | 新建仓 |
| SNPS | Synopsys Inc | $50.58万 | 0.01% | 1,134 | 222 | 24.3% | $9.90万 | 加仓 |
| RAL | Ralliant Corp | $52.96万 | 0.01% | 7,193 | 1,739 | 31.9% | $12.80万 | 加仓 |
| VSNT | Versant Media Group Inc Cl A | $53.26万 | 0.01% | 14,790 | 9,054 | 157.8% | $32.60万 | 加仓 |
| SOLS | Solstice Advanced Materials In | $57.83万 | 0.02% | 6,527 | 1,115 | 20.6% | $9.88万 | 加仓 |
| — | M & T Bank Corp Fix To Flt Pfd | $58.41万 | 0.02% | 23,382 | 23,382 | — | $58.41万 | 新建仓 |
| DELL | Dell Technologies Inc Cl C | $58.59万 | 0.02% | 1,358 | 1,358 | — | $58.59万 | 新建仓 |
| UNH | Unitedhealth Group Inc | $60.10万 | 0.02% | 1,446 | 391 | 37.1% | $16.25万 | 加仓 |
| GE | General Electric Co New | $60.47万 | 0.02% | 1,618 | 430 | 36.2% | $16.07万 | 加仓 |
| Q | Qnity Electronics Inc Common S | $63.41万 | 0.02% | 3,883 | 904 | 30.3% | $14.76万 | 加仓 |
| ECG | Everus Contruction Group | $65.67万 | 0.02% | 3,957 | 663 | 20.1% | $11.00万 | 加仓 |
| CURB | Curbline Properties Corp | $69.44万 | 0.02% | 22,842 | 3,691 | 19.3% | $11.22万 | 加仓 |
| WDC | Western Digital Corp | $71.28万 | 0.02% | 1,116 | 107 | 10.6% | $6.83万 | 加仓 |
| WELL | Welltower Inc Com | $71.29万 | 0.02% | 3,141 | 502 | 19.0% | $11.39万 | 加仓 |
| ADI | Analog Devices Inc | $81.31万 | 0.02% | 2,047 | 369 | 22.0% | $14.66万 | 加仓 |
| CON | Concentra Group Holdings Paren | $81.82万 | 0.02% | 27,503 | 14,074 | 104.8% | $41.87万 | 加仓 |
| GLW | Corning Inc | $84.55万 | 0.02% | 3,310 | 309 | 10.3% | $7.89万 | 加仓 |
| HURN | HURON CONSULTING GROUP | $84.69万 | 0.02% | 9,393 | 2,936 | 45.5% | $26.47万 | 加仓 |
| VICI | Vici Properties Inc | $87.35万 | 0.02% | 32,901 | 32,901 | — | $87.35万 | 新建仓 |
| — | Truist Financial Corp Dep Pfd | $88.61万 | 0.02% | 49,475 | 49,475 | — | $88.61万 | 新建仓 |
| — | Anglo American Plc Sp Adr | $90.92万 | 0.02% | 36,796 | 36,796 | — | $90.92万 | 新建仓 |
| — | Simon Ppty Grp 8.375 Ser J | $91.58万 | 0.02% | 16,621 | 16,621 | — | $91.58万 | 新建仓 |
| EQIX | Equinix Inc | $92.77万 | 0.03% | 890 | -1,586 | -64.1% | -$165.32万 | 减仓 |
| — | Morgan Stanley Pfd A 1/1000 | $92.89万 | 0.03% | 49,412 | 49,412 | — | $92.89万 | 新建仓 |
| SCHA | Schwab Strat Tr ETF US Small C | $94.55万 | 0.03% | 26,169 | 3,418 | 15.0% | $12.35万 | 加仓 |
| — | Goldman Sachs Group Inc D 1/10 | $95.22万 | 0.03% | 50,460 | 50,460 | — | $95.22万 | 新建仓 |
| VRT | Vertiv Holdings Co Cl A | $98.20万 | 0.03% | 2,933 | 273 | 10.3% | $9.14万 | 加仓 |
| — | Metlife Fltg Rate Perpe 4 cal | $101.64万 | 0.03% | 47,920 | 47,920 | — | $101.64万 | 新建仓 |
| IWB | Ishares Russell 1000 Etf | $101.72万 | 0.03% | 2,484 | 2,484 | — | $101.72万 | 新建仓 |
| — | Public Storage 4.625 Dep Pfd L | $101.92万 | 0.03% | 57,292 | 57,292 | — | $101.92万 | 新建仓 |
| CUBE | CUBESMART | $101.93万 | 0.03% | 25,630 | -158 | -0.6% | -$6,284 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $102.05万 | 0.03% | 26,813 | -274 | -1.0% | -$1.04万 | 减仓 |
| ELS | Equity Lifestyle Properties In | $102.36万 | 0.03% | 15,882 | -36 | -0.2% | -$2,320 | 减仓 |
| — | CMS Energy 4.2 Call 07/15/202 | $104.35万 | 0.03% | 61,166 | 61,166 | — | $104.35万 | 新建仓 |
| TRNO | Terreno Realty Corp | $104.49万 | 0.03% | 16,132 | -186 | -1.1% | -$1.20万 | 减仓 |
| MAA | Mid-America Apartment Communit | $104.91万 | 0.03% | 7,551 | 54 | 0.7% | $7,503 | 加仓 |
| IIPR | Innovative Industrial Properti | $105.74万 | 0.03% | 17,061 | 17,061 | — | $105.74万 | 新建仓 |
| EPRT | Essential Properties Realty Tr | $105.80万 | 0.03% | 35,444 | -262 | -0.7% | -$7,821 | 减仓 |
| ADC | AGREE REALTY CORP REIT | $107.77万 | 0.03% | 14,229 | -104 | -0.7% | -$7,877 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $108.06万 | 0.03% | 15,907 | -101 | -0.6% | -$6,861 | 减仓 |
| JOBY | Joby Aviation Inc Common Stock | $108.96万 | 0.03% | 122,153 | 17,587 | 16.8% | $15.69万 | 加仓 |
| — | Avalonbay Communities Inc | $109.35万 | 0.03% | 5,795 | -2 | -0.0% | -$377 | 减仓 |
| CPT | CAMDEN PROPERTY TRUST REIT S | $109.70万 | 0.03% | 9,582 | 14 | 0.1% | $1,603 | 加仓 |
| — | Athene Holding Ltd 6.35 Dep 1/ | $112.70万 | 0.03% | 46,608 | 46,608 | — | $112.70万 | 新建仓 |
| PRIM | Primoris Services Corp | $115.10万 | 0.03% | 11,612 | 2,980 | 34.5% | $29.54万 | 加仓 |
| EGP | Eastgroup Properties Inc | $116.35万 | 0.03% | 5,745 | -23 | -0.4% | -$4,658 | 减仓 |
| FR | FIRST INDL RLTY TR INC REIT | $119.05万 | 0.03% | 19,418 | -287 | -1.5% | -$1.76万 | 减仓 |
| — | Kimco Realty Corp 5.25 Dep M | $119.43万 | 0.03% | 60,472 | 60,472 | — | $119.43万 | 新建仓 |
| UNP | Union Pacific Corp | $120.74万 | 0.03% | 4,439 | 325 | 7.9% | $8.84万 | 加仓 |
| REG | Regency Centers Corp | $121.34万 | 0.03% | 15,217 | -133 | -0.9% | -$1.06万 | 减仓 |
| PSA | Public Storage | $125.06万 | 0.03% | 3,929 | -23 | -0.6% | -$7,321 | 减仓 |
| URA | Global X Uranium Etf | $125.62万 | 0.03% | 28,746 | 6,898 | 31.6% | $30.14万 | 加仓 |
| AVPT | Avepoint Inc Cl A | $127.83万 | 0.03% | 114,035 | 29,741 | 35.3% | $33.34万 | 加仓 |
| HST | Host Hotels & Resorts Inc | $128.25万 | 0.03% | 54,092 | -1,743 | -3.1% | -$4.13万 | 减仓 |
| IVT | Inventrust Properties Corp New | $128.30万 | 0.03% | 36,242 | -1,123 | -3.0% | -$3.98万 | 减仓 |
| CTRE | Caretrust Reit Inc | $128.64万 | 0.04% | 31,881 | -642 | -2.0% | -$2.59万 | 减仓 |
| CVCO | CAVCO INDS DEL | $140.08万 | 0.04% | 2,280 | 491 | 27.4% | $30.17万 | 加仓 |