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 |
|---|---|---|---|---|---|---|---|---|
| ARTY | Ishares Robotics And Artificia | $322.78万 | 0.09% | 42,382 | -3,385 | -7.4% | -$25.78万 | 减仓 |
| TMUS | T-Mobile Us Inc | $325.36万 | 0.09% | 19,398 | -232 | -1.2% | -$3.89万 | 减仓 |
| DT | Dynatrace Inc New | $326.90万 | 0.09% | 74,448 | -4,885 | -6.2% | -$21.45万 | 减仓 |
| DUK | Duke Energy Corp New | $327.26万 | 0.09% | 25,854 | -159 | -0.6% | -$2.01万 | 减仓 |
| OSIS | OSI SYS INC | $335.75万 | 0.09% | 15,352 | 676 | 4.6% | $14.78万 | 加仓 |
| PLD | Prologis Inc | $338.13万 | 0.09% | 24,960 | 168 | 0.7% | $2.28万 | 加仓 |
| LHX | L3harris Technologies Inc | $339.87万 | 0.09% | 11,696 | -221 | -1.9% | -$6.42万 | 减仓 |
| ENVA | Enova Intl Inc | $346.00万 | 0.09% | 14,373 | -1,659 | -10.3% | -$39.94万 | 减仓 |
| IDCC | INTERDIGITAL INC | $348.39万 | 0.09% | 12,305 | 451 | 3.8% | $12.77万 | 加仓 |
| BURL | Burlington Stores Inc | $350.51万 | 0.10% | 11,064 | 11,064 | — | $350.51万 | 新建仓 |
| ECL | Ecolab Inc | $352.11万 | 0.10% | 12,638 | -440 | -3.4% | -$12.26万 | 减仓 |
| SEIC | Sei Inv Co | $359.69万 | 0.10% | 41,009 | -1,947 | -4.5% | -$17.08万 | 减仓 |
| FCX | Freeport-Mcmoran Inc Cl B | $359.74万 | 0.10% | 57,201 | -1,482 | -2.5% | -$9.32万 | 减仓 |
| SPYI | Neos S&P 500 High Income Etf | $361.82万 | 0.10% | 68,153 | 16,360 | 31.6% | $86.86万 | 加仓 |
| ORLY | Oreilly Automotive Inc | $365.39万 | 0.10% | 39,678 | -494 | -1.2% | -$4.55万 | 减仓 |
| ATO | Atmos Energy Corp | $365.49万 | 0.10% | 21,216 | -493 | -2.3% | -$8.49万 | 减仓 |
| — | Neos Nasdaq 100 Hedged Equity | $365.66万 | 0.10% | 65,483 | 15,756 | 31.7% | $87.98万 | 加仓 |
| CTSH | Cognizant Technology Solutions | $367.36万 | 0.10% | 94,851 | -1,148 | -1.2% | -$4.45万 | 减仓 |
| HSIC | Henry Schein Inc | $374.97万 | 0.10% | 44,896 | -2,561 | -5.4% | -$21.39万 | 减仓 |
| TDY | Teledyne Technologies Inc | $376.20万 | 0.10% | 5,641 | -315 | -5.3% | -$21.01万 | 减仓 |
| L | Loews Corp | $377.14万 | 0.10% | 33,313 | -288 | -0.9% | -$3.26万 | 减仓 |
| AMLP | Alerian Mlp Etf | $384.73万 | 0.10% | 74,200 | 11,807 | 18.9% | $61.22万 | 加仓 |
| WPM | Wheaton Precious Metals Corp | $386.10万 | 0.11% | 34,375 | -1,201 | -3.4% | -$13.49万 | 减仓 |
| USLM | United States Lime & Mineral I | $386.96万 | 0.11% | 36,970 | 884 | 2.4% | $9.25万 | 加仓 |
| HWKN | Hawkins Inc | $395.31万 | 0.11% | 27,819 | 875 | 3.2% | $12.43万 | 加仓 |
| CBOE | Cboe Global Mkts Inc | $422.76万 | 0.12% | 17,421 | -11,907 | -40.6% | -$288.95万 | 减仓 |
| IWN | Ishares Russell 2000 Value Etf | $428.15万 | 0.12% | 19,356 | 13,133 | 211.0% | $290.50万 | 重新持有 |
| LKQ | Lkq Corp | $429.20万 | 0.12% | 163,007 | -4,922 | -2.9% | -$12.96万 | 减仓 |
| JLL | Jones Lang Lasalle Inc | $429.75万 | 0.12% | 13,865 | -609 | -4.2% | -$18.88万 | 减仓 |
| SANM | Sanmina Corporation | $431.30万 | 0.12% | 17,042 | -2,377 | -12.2% | -$60.16万 | 减仓 |
| EPAC | Enerpac Tool Group Corp Cl A | $436.00万 | 0.12% | 121,583 | -6,329 | -4.9% | -$22.70万 | 减仓 |
| VEEV | Veeva Systems Inc Cl A | $438.78万 | 0.12% | 24,724 | 167 | 0.7% | $2.96万 | 加仓 |
| CELH | Celsius Holdings Inc New | $439.39万 | 0.12% | 150,064 | -97,786 | -39.5% | -$286.32万 | 减仓 |
| KO | Coca-Cola Co | $441.38万 | 0.12% | 54,310 | 3,856 | 7.6% | $31.34万 | 加仓 |
| AVY | Avery Dennison Corp | $441.84万 | 0.12% | 27,216 | -1,418 | -5.0% | -$23.02万 | 减仓 |
| DOX | AMDOCS LTD | $443.24万 | 0.12% | 87,700 | 84,905 | 3,037.7% | $429.11万 | 重新持有 |
| POST | Post Holdings Inc | $446.75万 | 0.12% | 50,617 | -2,280 | -4.3% | -$20.12万 | 减仓 |
| SYK | Stryker Corporation | $455.03万 | 0.12% | 14,453 | -326 | -2.2% | -$10.26万 | 减仓 |
| CRM | Salesforce Inc | $455.77万 | 0.12% | 29,093 | 1,305 | 4.7% | $20.44万 | 加仓 |
| NI | Nisource Inc | $459.60万 | 0.13% | 96,657 | -1,812 | -1.8% | -$8.62万 | 减仓 |
| CIBR | First Trust Nasdaq Cea Cyberse | $460.55万 | 0.13% | 51,258 | -1,943 | -3.7% | -$17.46万 | 减仓 |
| JKHY | Henry Jack & Assoc Inc | $465.62万 | 0.13% | 33,804 | 10,484 | 45.0% | $144.41万 | 加仓 |
| UAL | United Airlines Holdings Inc | $467.19万 | 0.13% | 34,355 | -618 | -1.8% | -$8.40万 | 减仓 |
| PLXS | Plexus Corp | $469.38万 | 0.13% | 15,611 | -1,917 | -10.9% | -$57.64万 | 减仓 |
| CCEP | Coca-Cola Europacific Partners | $472.46万 | 0.13% | 47,213 | -1,293 | -2.7% | -$12.94万 | 减仓 |
| COCO | Vita Coco Co Inc | $473.86万 | 0.13% | 71,645 | -522 | -0.7% | -$3.45万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $473.98万 | 0.13% | 52,659 | -3,089 | -5.5% | -$27.80万 | 减仓 |
| TJX | Tjx Cos Inc | $474.09万 | 0.13% | 31,293 | -954 | -3.0% | -$14.45万 | 减仓 |
| SAP | Sap Se Sp Adr | $482.03万 | 0.13% | 31,278 | 3,307 | 11.8% | $50.96万 | 加仓 |
| — | NINTENDO LTD ADR | $488.19万 | 0.13% | 465,831 | 465,831 | — | $488.19万 | 新建仓 |
| BE | Bloom Energy Corp | $499.64万 | 0.14% | 16,506 | 16,506 | — | $499.64万 | 新建仓 |
| WM | Waste Management Inc Del | $500.30万 | 0.14% | 22,447 | -563 | -2.4% | -$12.55万 | 减仓 |
| SGI | Somnigroup Intl Inc Com | $508.65万 | 0.14% | 64,879 | -2,323 | -3.5% | -$18.21万 | 减仓 |
| KMI | Kinder Morgan Inc | $513.41万 | 0.14% | 160,591 | -2,907 | -1.8% | -$9.29万 | 减仓 |
| OSW | Onespaworld Holdings Limited | $517.51万 | 0.14% | 183,256 | 3,036 | 1.7% | $8.57万 | 加仓 |
| IBM | Intl Business Machines | $524.01万 | 0.14% | 18,634 | -1,038 | -5.3% | -$29.19万 | 减仓 |
| HCI | Hci Group Inc | $527.06万 | 0.14% | 30,075 | -1,823 | -5.7% | -$31.95万 | 减仓 |
| CECO | Ceco Environmental Corp | $530.78万 | 0.14% | 58,495 | 1,542 | 2.7% | $13.99万 | 加仓 |
| CVSB | Calvert Ultra-Short Investment | $540.75万 | 0.15% | 106,784 | 106,784 | — | $540.75万 | 新建仓 |
| — | Investment Managers Ser Tr Bra | $542.08万 | 0.15% | 833,962 | 833,962 | — | $542.08万 | 新建仓 |
| SNN | SMITH & NEPHEW PLC ADR | $543.33万 | 0.15% | 188,590 | 15,241 | 8.8% | $43.91万 | 加仓 |
| GFF | Griffon Corp | $552.74万 | 0.15% | 56,674 | -3,705 | -6.1% | -$36.13万 | 减仓 |
| NU | Nu Holdings Ltd Cl A | $560.81万 | 0.15% | 419,768 | 59,624 | 16.6% | $79.66万 | 加仓 |
| SE | Sea Ltd Sponsord Ads | $565.49万 | 0.15% | 59,010 | 9,642 | 19.5% | $92.40万 | 加仓 |
| HLNE | Hamilton Lane Inc CL A | $565.89万 | 0.15% | 71,786 | 25,616 | 55.5% | $201.93万 | 加仓 |
| — | Catalyst Pharmaceuticals Inc | $568.62万 | 0.16% | 180,915 | 11,954 | 7.1% | $37.57万 | 加仓 |
| GM | General Motors Co | $570.99万 | 0.16% | 74,077 | -4,028 | -5.2% | -$31.05万 | 减仓 |
| — | Lvmh Moet Hennessy Louis Vuitt | $571.02万 | 0.16% | 51,629 | 51,629 | — | $571.02万 | 新建仓 |
| ACM | Aecom | $572.44万 | 0.16% | 82,011 | 30,702 | 59.8% | $214.30万 | 加仓 |
| FDXF | Fedex Fght Holding Co Inc Comm | $574.78万 | 0.16% | 38,065 | 38,065 | — | $574.78万 | 新建仓 |
| ASTS | Ast Spacemobile Inc Cl A | $586.94万 | 0.16% | 66,052 | 4,805 | 7.8% | $42.70万 | 加仓 |
| FIS | Fidelity Natl Information Serv | $588.15万 | 0.16% | 151,272 | 45,589 | 43.1% | $177.25万 | 加仓 |
| FERG | Ferguson Enterprises Inc Commo | $594.82万 | 0.16% | 25,063 | -870 | -3.4% | -$20.65万 | 减仓 |
| VONV | Vanguard Russell ETF 1000 Valu | $599.11万 | 0.16% | 56,355 | -16,377 | -22.5% | -$174.10万 | 减仓 |
| IESC | Ies Holdings Inc | $612.12万 | 0.17% | 8,332 | -387 | -4.4% | -$28.43万 | 减仓 |
| FOXA | Fox Corp Cl A | $617.79万 | 0.17% | 118,442 | -5,807 | -4.7% | -$30.29万 | 减仓 |
| IBN | Icici Bank Limited Adr | $619.86万 | 0.17% | 213,523 | 20,109 | 10.4% | $58.38万 | 加仓 |
| BKNG | Booking Holdings Inc | $621.06万 | 0.17% | 34,844 | -1,056 | -2.9% | -$18.82万 | 减仓 |
| LGND | Ligand Pharmaceuticals Class B | $625.54万 | 0.17% | 19,790 | 484 | 2.5% | $15.30万 | 加仓 |
| HALO | Halozyme Therapeutics Inc | $629.14万 | 0.17% | 80,381 | 49,904 | 163.7% | $390.60万 | 加仓 |
| OKE | Oneok Inc | $635.71万 | 0.17% | 73,121 | -7,974 | -9.8% | -$69.33万 | 减仓 |
| ACGL | Arch Capital Group Ltd | $641.33万 | 0.17% | 66,076 | -2,790 | -4.1% | -$27.08万 | 减仓 |
| EXPE | Expedia Group Inc New | $642.95万 | 0.18% | 25,127 | 25,127 | — | $642.95万 | 新建仓 |
| NDAQ | Nasdaq Inc | $651.20万 | 0.18% | 82,618 | 82,618 | — | $651.20万 | 新建仓 |
| UBER | Uber Technologies Inc | $651.55万 | 0.18% | 90,293 | 14,137 | 18.6% | $102.01万 | 加仓 |
| CHWY | Chewy Inc Cl A | $652.55万 | 0.18% | 332,086 | 332,086 | — | $652.55万 | 新建仓 |
| INTC | Intel Corp | $657.28万 | 0.18% | 47,073 | 47,073 | — | $657.28万 | 新建仓 |
| IDXX | Idexx Laboratories Inc | $668.95万 | 0.18% | 12,707 | -421 | -3.2% | -$22.16万 | 减仓 |
| HQY | Healthequity Inc | $670.12万 | 0.18% | 74,194 | 74,194 | — | $670.12万 | 新建仓 |
| DDOG | Datadog Inc Cl A | $671.78万 | 0.18% | 25,802 | 24,149 | 1,460.9% | $628.74万 | 重新持有 |
| NOW | Servicenow Inc | $678.30万 | 0.18% | 68,322 | 1,157 | 1.7% | $11.49万 | 加仓 |
| BROS | Dutch Brothers Inc Cl A | $681.13万 | 0.19% | 94,852 | 41,993 | 79.4% | $301.55万 | 加仓 |
| PRG | Prog Holdings Inc Npv | $682.77万 | 0.19% | 146,486 | -12,848 | -8.1% | -$59.88万 | 减仓 |
| TM | Toyota Motor Corp Ads | $684.68万 | 0.19% | 40,653 | 3,954 | 10.8% | $66.59万 | 加仓 |
| AYI | Acuity Brands Inc | $690.30万 | 0.19% | 18,327 | -1,098 | -5.7% | -$41.36万 | 减仓 |
| COF | Capital One Financial Corp | $699.68万 | 0.19% | 34,876 | -1,086 | -3.0% | -$21.79万 | 减仓 |
| AXON | Axon Enterprise Inc | $701.55万 | 0.19% | 12,514 | -716 | -5.4% | -$40.14万 | 减仓 |
| DY | Dycom Industries Inc | $715.92万 | 0.20% | 14,160 | 14,160 | — | $715.92万 | 新建仓 |
| DEO | Diageo Plc Sp Adr New | $719.22万 | 0.20% | 89,478 | 6,139 | 7.4% | $49.35万 | 加仓 |
| BFH | Bread Financial Holdings Inc C | $750.70万 | 0.20% | 69,285 | -4,529 | -6.1% | -$49.07万 | 减仓 |