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 |
|---|---|---|---|---|---|---|---|---|
| LPX | Louisiana Pac Corp | $142.50万 | 0.04% | 18,116 | -279 | -1.5% | -$2.19万 | 减仓 |
| SCHG | Schwab US Lg Cap ETF Growth | $145.79万 | 0.04% | 43,082 | 7,090 | 19.7% | $23.99万 | 加仓 |
| NEE | Nextera Energy Inc | $146.81万 | 0.04% | 16,727 | 16,727 | — | $146.81万 | 新建仓 |
| CVSA | Covista Inc Com | $148.17万 | 0.04% | 11,886 | 2,318 | 24.2% | $28.90万 | 加仓 |
| SNDK | Sandisk Corp | $151.20万 | 0.04% | 665 | 141 | 26.9% | $32.06万 | 加仓 |
| SPCX | Space Exploration Technology C | $151.71万 | 0.04% | 8,879 | 8,879 | — | $151.71万 | 新建仓 |
| IMAX | Imax Corp | $151.82万 | 0.04% | 38,088 | 8,034 | 26.7% | $32.02万 | 加仓 |
| WT | WISDOMTREE INC | $151.90万 | 0.04% | 89,668 | 13,585 | 17.9% | $23.01万 | 加仓 |
| VSEC | Vse Corp | $152.34万 | 0.04% | 6,667 | 1,222 | 22.4% | $27.92万 | 加仓 |
| VALE | Vale Sa Sp Ads | $156.18万 | 0.04% | 103,842 | -2,369 | -2.2% | -$3.56万 | 减仓 |
| STOK | Stoke Therapeutics Inc | $156.98万 | 0.04% | 47,977 | 7,425 | 18.3% | $24.29万 | 加仓 |
| APAM | Artisan Partners Asset Mgmt In | $161.12万 | 0.04% | 46,662 | -3,853 | -7.6% | -$13.30万 | 减仓 |
| SCCO | Southern Copper Corp | $167.43万 | 0.05% | 9,608 | -235 | -2.4% | -$4.10万 | 减仓 |
| VYM | Vanguard High Dividend Yield E | $168.33万 | 0.05% | 10,652 | 2,101 | 24.6% | $33.20万 | 加仓 |
| SBSW | Sibanye Stillwater Ltd Sp Adr | $173.40万 | 0.05% | 204,235 | -3,162 | -1.5% | -$2.68万 | 减仓 |
| MOS | Mosaic Co | $174.75万 | 0.05% | 82,470 | -7 | -0.0% | -$148 | 减仓 |
| NASA | Tema Space Innovators Etf | $177.03万 | 0.05% | 58,271 | 58,271 | — | $177.03万 | 新建仓 |
| LAZ | Lazard Inc | $178.67万 | 0.05% | 42,602 | -3,664 | -7.9% | -$15.37万 | 减仓 |
| SEI | Solaris Energy Infrast Inc Cl | $179.51万 | 0.05% | 22,311 | 3,045 | 15.8% | $24.50万 | 加仓 |
| BLOK | Amplify Transformational Data | $181.18万 | 0.05% | 28,928 | 1,419 | 5.2% | $8.89万 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $181.76万 | 0.05% | 33,691 | 33,691 | — | $181.76万 | 新建仓 |
| AZZ | AZZ INCORPORATED | $185.07万 | 0.05% | 11,936 | 3,510 | 41.7% | $54.42万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $185.11万 | 0.05% | 11,214 | -11,610 | -50.9% | -$191.65万 | 减仓 |
| AIR | Aar Corp | $185.41万 | 0.05% | 12,972 | 12,972 | — | $185.41万 | 新建仓 |
| SHOP | Shopify Inc Cl A | $185.73万 | 0.05% | 16,266 | 10,088 | 163.3% | $115.18万 | 加仓 |
| ADUS | Addus Homecare Corp | $185.78万 | 0.05% | 18,491 | -1,447 | -7.3% | -$14.54万 | 减仓 |
| AGI | Alamos Gold Inc Cl A | $186.90万 | 0.05% | 61,658 | -616 | -1.0% | -$1.87万 | 减仓 |
| EQX | Equinox Gold Corp | $189.04万 | 0.05% | 194,045 | -5,113 | -2.6% | -$4.98万 | 减仓 |
| — | Global X Fintech Thematic Etf | $191.36万 | 0.05% | 77,507 | -12,237 | -13.6% | -$30.21万 | 减仓 |
| — | Global X Millennial Consumer E | $191.49万 | 0.05% | 44,204 | 7,335 | 19.9% | $31.78万 | 加仓 |
| IOSP | Innospec Inc | $192.39万 | 0.05% | 23,639 | -3,392 | -12.5% | -$27.61万 | 减仓 |
| DXCM | Dexcom Inc | $192.72万 | 0.05% | 28,615 | -1,361 | -4.5% | -$9.17万 | 减仓 |
| CRSP | Crispr Therapeutics Ag Namen A | $192.93万 | 0.05% | 35,374 | 10,072 | 39.8% | $54.93万 | 加仓 |
| LFST | Lifestance Health Group Inc | $194.29万 | 0.05% | 181,413 | 31,762 | 21.2% | $34.02万 | 加仓 |
| MC | Moelis & Co Cl A | $198.94万 | 0.05% | 30,409 | -2,766 | -8.3% | -$18.10万 | 减仓 |
| UTI | Universal Technical Inst Inc | $199.36万 | 0.05% | 46,613 | 6,859 | 17.3% | $29.34万 | 加仓 |
| EEFT | EURONET WORLWIDE INC | $199.82万 | 0.05% | 27,302 | -2,432 | -8.2% | -$17.80万 | 减仓 |
| ALNT | Allient Inc | $201.73万 | 0.06% | 19,599 | 3,750 | 23.7% | $38.60万 | 加仓 |
| LOPE | GRAND CANYON EDUCATION INC | $203.02万 | 0.06% | 14,186 | 14,186 | — | $203.02万 | 新建仓 |
| KFY | KORN FERRY INTL | $205.31万 | 0.06% | 30,837 | -2,974 | -8.8% | -$19.80万 | 减仓 |
| NMIH | Nmi Holdings Inc Cl A | $205.52万 | 0.06% | 50,017 | -3,919 | -7.3% | -$16.10万 | 减仓 |
| SPG | Simon Property Group Inc | $206.18万 | 0.06% | 9,219 | -102 | -1.1% | -$2.28万 | 减仓 |
| PLMR | Palomar Holdings Inc | $208.20万 | 0.06% | 16,473 | -1,220 | -6.9% | -$15.42万 | 减仓 |
| NTR | Nutrien Ltd | $208.49万 | 0.06% | 33,102 | -281 | -0.8% | -$1.77万 | 减仓 |
| BCO | BRINKS CO | $210.08万 | 0.06% | 22,233 | 22,233 | — | $210.08万 | 新建仓 |
| KN | Knowles Corp | $212.16万 | 0.06% | 51,147 | 6,653 | 15.0% | $27.60万 | 加仓 |
| UFPI | Ufp Industries Inc | $212.97万 | 0.06% | 23,470 | -2,091 | -8.2% | -$18.97万 | 减仓 |
| BTU | Peabody Energy Corp | $213.18万 | 0.06% | 92,206 | 2,004 | 2.2% | $4.63万 | 加仓 |
| AEM | Agnico Eagle Mines Ltd | $213.86万 | 0.06% | 13,786 | -2,199 | -13.8% | -$34.11万 | 减仓 |
| PLTR | Palantir Technologies Inc Cl A | $214.45万 | 0.06% | 18,381 | 14,514 | 375.3% | $169.33万 | 加仓 |
| TTEK | Tetra Tech Inc | $216.50万 | 0.06% | 74,939 | -9,206 | -10.9% | -$26.60万 | 减仓 |
| VC | Visteon Corp New | $218.02万 | 0.06% | 21,976 | -1,884 | -7.9% | -$18.69万 | 减仓 |
| — | Alps Medical Breakthroughs Etf | $220.00万 | 0.06% | 34,030 | 4,682 | 16.0% | $30.27万 | 加仓 |
| IWMI | Neos Russell 2000 High Income | $225.60万 | 0.06% | 42,152 | 10,036 | 31.2% | $53.71万 | 加仓 |
| ADEA | Adeia Inc | $225.77万 | 0.06% | 68,562 | 9,920 | 16.9% | $32.67万 | 加仓 |
| NEM | Newmont Corp | $226.27万 | 0.06% | 24,226 | -475 | -1.9% | -$4.44万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $228.00万 | 0.06% | 45,337 | -4,143 | -8.4% | -$20.84万 | 减仓 |
| BNL | Broadstone Net Lease Inc | $229.01万 | 0.06% | 110,793 | -6,124 | -5.2% | -$12.66万 | 减仓 |
| GRID | First Trust Nasdaq Clean Edge | $230.27万 | 0.06% | 12,009 | 1,330 | 12.5% | $25.50万 | 加仓 |
| — | Kraneshares Global Humanoid Ro | $231.48万 | 0.06% | 56,157 | 56,157 | — | $231.48万 | 新建仓 |
| NLR | Vaneck Uranium And Nuclear Etf | $234.94万 | 0.06% | 20,257 | 5,682 | 39.0% | $65.90万 | 加仓 |
| CNXN | PC Connection Inc | $235.84万 | 0.06% | 32,311 | -2,631 | -7.5% | -$19.20万 | 减仓 |
| — | Neos Real Estate High Income E | $236.40万 | 0.06% | 48,136 | 11,703 | 32.1% | $57.47万 | 加仓 |
| AR | Antero Resources Corp | $237.57万 | 0.06% | 67,607 | 7,914 | 13.3% | $27.81万 | 加仓 |
| UFOX | ETF Ser Solution Defiance Next | $238.52万 | 0.07% | 25,098 | -3,121 | -11.1% | -$29.66万 | 减仓 |
| — | Global X Internet Of Things Th | $243.92万 | 0.07% | 48,813 | 210 | 0.4% | $1.05万 | 加仓 |
| ARKG | Ark Genomic Revolution Etf | $244.85万 | 0.07% | 58,215 | 9,011 | 18.3% | $37.90万 | 加仓 |
| VCTR | Victory Capital Holdings INC C | $248.41万 | 0.07% | 29,552 | -2,863 | -8.8% | -$24.07万 | 减仓 |
| — | Topbuild Corp | $252.21万 | 0.07% | 7,114 | -705 | -9.0% | -$24.99万 | 减仓 |
| CBT | Cabot Corp | $254.26万 | 0.07% | 27,996 | -3,126 | -10.0% | -$28.39万 | 减仓 |
| VIAV | Viavi Solutions Inc | $255.36万 | 0.07% | 53,478 | -4,635 | -8.0% | -$22.13万 | 减仓 |
| DAVE | Dave Inc Class A | $256.79万 | 0.07% | 6,892 | 2,033 | 41.8% | $75.75万 | 加仓 |
| GEV | Ge Vernova Inc | $258.59万 | 0.07% | 2,201 | 1,520 | 223.2% | $178.58万 | 加仓 |
| TOST | Toast Inc Cl A | $258.87万 | 0.07% | 93,050 | 48,215 | 107.5% | $134.13万 | 加仓 |
| IWP | Ishares Russell Mid-Cap Growth | $259.53万 | 0.07% | 17,726 | 17,726 | — | $259.53万 | 新建仓 |
| CNR | Core Natural Resources Inc | $259.66万 | 0.07% | 32,449 | -66 | -0.2% | -$5,281 | 减仓 |
| UNF | Unifirst Corp Ma | $259.99万 | 0.07% | 9,831 | -1,034 | -9.5% | -$27.35万 | 减仓 |
| KTB | Kontoor Brands Inc | $260.27万 | 0.07% | 31,230 | -2,785 | -8.2% | -$23.21万 | 减仓 |
| — | Duke Energy 5.750 Call 06/15/ | $263.57万 | 0.07% | 107,315 | 107,315 | — | $263.57万 | 新建仓 |
| PGNY | Progyny Inc | $264.08万 | 0.07% | 91,600 | 83,438 | 1,022.3% | $240.55万 | 重新持有 |
| LIT | Global X Lithium & Battery Tec | $266.79万 | 0.07% | 34,082 | 2,470 | 7.8% | $19.34万 | 加仓 |
| REGN | Regeneron Pharmaceuticals | $268.12万 | 0.07% | 4,300 | -98 | -2.2% | -$6.11万 | 减仓 |
| RGLD | Royal Gold Inc | $271.55万 | 0.07% | 13,604 | -236 | -1.7% | -$4.71万 | 减仓 |
| OXY | Occidental Petroleum Corp | $276.43万 | 0.08% | 56,913 | -180 | -0.3% | -$8,743 | 减仓 |
| KEX | Kirby Corp | $276.78万 | 0.08% | 20,356 | 20,356 | — | $276.78万 | 新建仓 |
| TDC | Teradata Corp | $278.45万 | 0.08% | 80,362 | 80,362 | — | $278.45万 | 新建仓 |
| RRC | Range Resources Corp | $280.12万 | 0.08% | 75,321 | -344 | -0.5% | -$1.28万 | 减仓 |
| AA | Alcoa Corp | $285.62万 | 0.08% | 54,779 | -6,083 | -10.0% | -$31.72万 | 减仓 |
| — | Amplify Online Retail Etf | $287.72万 | 0.08% | 41,625 | 7,021 | 20.3% | $48.53万 | 加仓 |
| ISRG | Intuitive Surgical Inc New | $289.75万 | 0.08% | 7,286 | 2,560 | 54.2% | $101.81万 | 加仓 |
| — | Bank Of America Corp 4.750 Dp | $290.04万 | 0.08% | 150,825 | 150,825 | — | $290.04万 | 新建仓 |
| FNV | Franco Nev Corp | $292.42万 | 0.08% | 14,029 | 260 | 1.9% | $5.42万 | 加仓 |
| CRUS | Cirrus Logic Inc | $292.90万 | 0.08% | 19,720 | -2,214 | -10.1% | -$32.88万 | 减仓 |
| VOO | Vanguard S&P 500 Etf | $293.89万 | 0.08% | 4,279 | 2,857 | 200.9% | $196.22万 | 加仓 |
| SOXX | Ishares Phlx ETF Semiconductor | $294.30万 | 0.08% | 4,593 | -827 | -15.3% | -$52.99万 | 减仓 |
| CACI | CACI INTL INC CLASS A | $302.14万 | 0.08% | 6,522 | -343 | -5.0% | -$15.89万 | 减仓 |
| HCC | Warrior Met Coal Inc | $305.44万 | 0.08% | 37,634 | -789 | -2.1% | -$6.40万 | 减仓 |
| CCJ | Cameco Corp | $307.66万 | 0.08% | 30,204 | -10,790 | -26.3% | -$109.91万 | 减仓 |
| AIQ | Global X Artificial Intelligen | $308.39万 | 0.08% | 47,004 | -337 | -0.7% | -$2.21万 | 减仓 |
| TSLA | Tesla Inc | $316.59万 | 0.09% | 7,527 | 2,965 | 65.0% | $124.71万 | 加仓 |