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 |
|---|---|---|---|---|---|---|---|---|
| BLDR | Builders Firstsource Inc | $752.27万 | 0.21% | 84,071 | 14,560 | 20.9% | $130.28万 | 加仓 |
| BF/B | Brown Forman Corp Cl B | $762.20万 | 0.21% | 286,003 | 18,182 | 6.8% | $48.46万 | 加仓 |
| MUFG | Mitsubishi Ufj Financial Group | $763.23万 | 0.21% | 383,724 | -144,380 | -27.3% | -$287.17万 | 减仓 |
| EXEL | Exelixis Inc | $768.00万 | 0.21% | 141,150 | 77,245 | 120.9% | $420.29万 | 加仓 |
| VMI | Valmont Industries Inc | $768.84万 | 0.21% | 13,311 | -1,182 | -8.2% | -$68.27万 | 减仓 |
| FDS | Factset Research Systems Inc | $770.93万 | 0.21% | 33,507 | 1,802 | 5.7% | $41.46万 | 加仓 |
| DIVO | Amplify ETF Tr Cwp Enhanced DI | $777.85万 | 0.21% | 170,207 | 32,585 | 23.7% | $148.91万 | 加仓 |
| ODFL | Old Dominion Freight Line Inc | $779.39万 | 0.21% | 35,983 | -6,561 | -15.4% | -$142.11万 | 减仓 |
| UL | Unilever Plc Sp Adr New | $782.23万 | 0.21% | 130,112 | 11,552 | 9.7% | $69.45万 | 加仓 |
| MUSA | Murphy Usa Inc | $786.64万 | 0.21% | 14,598 | -1,204 | -7.6% | -$64.88万 | 减仓 |
| XYZ | Block Inc Cl A | $789.12万 | 0.22% | 103,832 | -3,769 | -3.5% | -$28.64万 | 减仓 |
| SMFG | Sumitomo Mitsui Financial Grou | $794.57万 | 0.22% | 336,966 | -67,903 | -16.8% | -$160.12万 | 减仓 |
| CCL | Carnival Corp Ltd Common Share | $801.11万 | 0.22% | 280,403 | 280,403 | — | $801.11万 | 新建仓 |
| RMD | RESMED INC | $808.19万 | 0.22% | 41,471 | -2,176 | -5.0% | -$42.41万 | 减仓 |
| VNQ | Vanguard Real Estate Etf | $819.35万 | 0.22% | 84,968 | 49,274 | 138.0% | $475.15万 | 加仓 |
| FMS | ADR FRESENIUS MED CRE AG | $819.47万 | 0.22% | 362,438 | 14,665 | 4.2% | $33.16万 | 加仓 |
| ULTA | Ulta Beauty Inc | $826.33万 | 0.23% | 18,323 | 4,376 | 31.4% | $197.35万 | 加仓 |
| AIT | Applied Industrial Technologie | $841.55万 | 0.23% | 24,887 | -1,446 | -5.5% | -$48.90万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S.A. SPONSO | $844.80万 | 0.23% | 1,034,027 | 22,678 | 2.2% | $18.53万 | 加仓 |
| NBIX | NEUROCRINE BIOSCI | $852.06万 | 0.23% | 50,557 | 27,051 | 115.1% | $455.90万 | 加仓 |
| EFNL | Ishares Msci Finland Etf | $857.11万 | 0.23% | 160,238 | 160,238 | — | $857.11万 | 新建仓 |
| NSRGY | Nestle Sa Sp Adr | $857.26万 | 0.23% | 83,480 | 83,480 | — | $857.26万 | 新建仓 |
| RHHBY | Roche Holding Ltd Sp Adr | $890.54万 | 0.24% | 173,426 | 173,426 | — | $890.54万 | 新建仓 |
| SLB | Schlumberger Ltd Stock | $891.12万 | 0.24% | 191,679 | 13,102 | 7.3% | $60.91万 | 加仓 |
| EXP | Eagle Materials Inc | $894.33万 | 0.24% | 39,748 | -2,350 | -5.6% | -$52.88万 | 减仓 |
| — | Exxon Mobile Corp | $902.80万 | 0.25% | 66,033 | -8,492 | -11.4% | -$116.10万 | 减仓 |
| ABEV | Ambev SA ADR Sponsored ADR | $907.41万 | 0.25% | 2,889,840 | -43,806 | -1.5% | -$13.76万 | 减仓 |
| PYPL | Paypal Holdings Inc | $914.53万 | 0.25% | 211,795 | -4,662 | -2.2% | -$20.13万 | 减仓 |
| FANG | Diamondback Energy Inc | $915.20万 | 0.25% | 52,065 | 1,997 | 4.0% | $35.10万 | 加仓 |
| NFLX | Netflix Inc | $919.39万 | 0.25% | 128,766 | 10,141 | 8.5% | $72.41万 | 加仓 |
| ADSK | Autodesk Inc | $919.78万 | 0.25% | 47,309 | 9,330 | 24.6% | $181.39万 | 加仓 |
| SPGI | S&P Global Inc | $925.78万 | 0.25% | 22,732 | -1,591 | -6.5% | -$64.80万 | 减仓 |
| GD | General Dynamics Corp | $938.35万 | 0.26% | 26,489 | -997 | -3.6% | -$35.32万 | 减仓 |
| CTAS | Cintas Corp | $938.88万 | 0.26% | 55,202 | -3,635 | -6.2% | -$61.82万 | 减仓 |
| PGR | Progressive Corp | $943.22万 | 0.26% | 43,178 | -64,475 | -59.9% | -$1,408.46万 | 减仓 |
| ZM | Zoom Video Communications Inc | $956.36万 | 0.26% | 110,805 | 3,204 | 3.0% | $27.65万 | 加仓 |
| EWK | ISHARES MSCI BELGIUM CAPPED IN | $956.77万 | 0.26% | 353,443 | 10,522 | 3.1% | $28.48万 | 加仓 |
| ASML | Asml Holding Nv Ny Registry | $963.68万 | 0.26% | 4,844 | -376 | -7.2% | -$74.80万 | 减仓 |
| ADP | Automatic Data Processing Inc | $978.26万 | 0.27% | 43,682 | 24,546 | 128.3% | $549.71万 | 重新持有 |
| MEDP | Medpace Holdings Inc | $983.71万 | 0.27% | 18,575 | 5,730 | 44.6% | $303.46万 | 加仓 |
| BTI | British American Tob Plc Sp Ad | $993.42万 | 0.27% | 160,852 | -236 | -0.1% | -$1.46万 | 减仓 |
| ROST | Ross Stores Inc | $1,019.62万 | 0.28% | 47,903 | -1,316 | -2.7% | -$28.01万 | 减仓 |
| CSL | Carlisle Cos Inc | $1,026.11万 | 0.28% | 28,287 | -1,839 | -6.1% | -$66.71万 | 减仓 |
| TW | Tradeweb Mkts Inc Cl A | $1,027.11万 | 0.28% | 103,061 | 25,023 | 32.1% | $249.38万 | 加仓 |
| OTIS | Otis Worldwide Corp | $1,033.78万 | 0.28% | 144,383 | 34,565 | 31.5% | $247.49万 | 加仓 |
| RPRX | Royalty Pharma Plc Class A | $1,046.67万 | 0.29% | 186,672 | 10,850 | 6.2% | $60.84万 | 加仓 |
| TXRH | Texas Roadhouse Inc | $1,053.76万 | 0.29% | 54,534 | -2,359 | -4.1% | -$45.58万 | 减仓 |
| RIO | Rio Tinto Plc Sp Adr | $1,063.54万 | 0.29% | 112,035 | -5,799 | -4.9% | -$55.05万 | 减仓 |
| B | Barrick Mining Corp | $1,067.03万 | 0.29% | 290,257 | 22,994 | 8.6% | $84.53万 | 加仓 |
| PBR | Petroleo Brasileiro Sa Sp Adr | $1,072.95万 | 0.29% | 663,955 | -35,510 | -5.1% | -$57.38万 | 减仓 |
| AU | Anglogold Ashanti Plc | $1,100.51万 | 0.30% | 136,050 | 136,050 | — | $1,100.51万 | 新建仓 |
| ROL | ROLLINS INC | $1,108.78万 | 0.30% | 265,640 | 4,151 | 1.6% | $17.33万 | 加仓 |
| ITT | Itt Inc | $1,130.72万 | 0.31% | 57,177 | -4,489 | -7.3% | -$88.77万 | 减仓 |
| CRWD | Crowdstrike Holdings Inc Cl A | $1,134.48万 | 0.31% | 14,866 | -2,695 | -15.3% | -$205.67万 | 减仓 |
| SFM | Sprouts Farmers Mkt Inc | $1,158.22万 | 0.32% | 136,938 | -6,904 | -4.8% | -$58.39万 | 减仓 |
| MDT | Medtronic Plc | $1,160.68万 | 0.32% | 148,368 | 1,835 | 1.3% | $14.36万 | 加仓 |
| BHP | Bhp Group Ltd Sp Ads | $1,181.04万 | 0.32% | 141,765 | -10,191 | -6.7% | -$84.90万 | 减仓 |
| WMB | Williams Cos Inc | $1,188.27万 | 0.32% | 159,843 | -6,653 | -4.0% | -$49.46万 | 减仓 |
| DVN | Devon Energy Corp | $1,189.94万 | 0.32% | 287,982 | 234,591 | 439.4% | $969.33万 | 加仓 |
| SCHD | Schwab Us Dividend Equity Etf | $1,192.17万 | 0.33% | 375,959 | 61,514 | 19.6% | $195.06万 | 加仓 |
| PKG | Packaging Corp America | $1,220.88万 | 0.33% | 51,237 | -2,182 | -4.1% | -$51.99万 | 减仓 |
| SSNC | Ss&C Technologies Hldgs Inc | $1,225.87万 | 0.33% | 197,561 | -8,329 | -4.0% | -$51.68万 | 减仓 |
| SPOT | Spotify Technology Sa | $1,258.75万 | 0.34% | 27,416 | -637 | -2.3% | -$29.25万 | 减仓 |
| EWZ | ISHARES MSCI BRAZIL CAPPED IND | $1,259.04万 | 0.34% | 364,938 | 8,354 | 2.3% | $28.82万 | 加仓 |
| SYY | Sysco Corp | $1,287.37万 | 0.35% | 154,028 | -5,126 | -3.2% | -$42.84万 | 减仓 |
| IWS | Ishares Russell Mid-Cap Value | $1,289.76万 | 0.35% | 78,357 | 75,964 | 3,174.4% | $1,250.37万 | 加仓 |
| CPAY | Corpay Inc | $1,293.89万 | 0.35% | 38,824 | 955 | 2.5% | $31.83万 | 加仓 |
| PEP | Pepsico Inc | $1,308.65万 | 0.36% | 96,651 | -2,185 | -2.2% | -$29.58万 | 减仓 |
| BLK | Blackrock Inc | $1,310.89万 | 0.36% | 13,633 | 3,881 | 39.8% | $373.18万 | 加仓 |
| EWP | Ishares Msci Spain Etf | $1,322.06万 | 0.36% | 222,606 | 56,610 | 34.1% | $336.21万 | 加仓 |
| CI | Cigna Group Com | $1,323.59万 | 0.36% | 48,012 | -363 | -0.8% | -$10.01万 | 减仓 |
| IR | Ingersoll Rand Inc | $1,324.24万 | 0.36% | 161,512 | -10,016 | -5.8% | -$82.12万 | 减仓 |
| FTI | Technipfmc Plc | $1,330.72万 | 0.36% | 200,712 | -9,796 | -4.7% | -$64.95万 | 减仓 |
| UMC | United Microelectronics Corp S | $1,360.84万 | 0.37% | 500,125 | -410,291 | -45.1% | -$1,116.40万 | 减仓 |
| ASX | Ase Technology Holding Co Ltd | $1,361.57万 | 0.37% | 301,766 | -85,345 | -22.0% | -$385.08万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GRP | $1,369.83万 | 0.37% | 157,379 | -8,607 | -5.2% | -$74.92万 | 减仓 |
| PCAR | Paccar Inc | $1,371.67万 | 0.37% | 114,192 | -107,213 | -48.4% | -$1,287.84万 | 减仓 |
| JBL | Jabil Inc | $1,373.79万 | 0.37% | 35,639 | -3,081 | -8.0% | -$118.76万 | 减仓 |
| KR | Kroger Co | $1,377.20万 | 0.38% | 248,010 | -8,567 | -3.3% | -$47.57万 | 减仓 |
| NOBL | ProShares S&P 500 Dividend Ari | $1,384.30万 | 0.38% | 246,492 | 234,474 | 1,951.0% | $1,316.81万 | 加仓 |
| SNA | Snap On Inc | $1,395.24万 | 0.38% | 34,673 | 9,780 | 39.3% | $393.55万 | 加仓 |
| SBAC | Sba Communications Corp Cl A | $1,399.05万 | 0.38% | 79,284 | -2,327 | -2.9% | -$41.06万 | 减仓 |
| SF | STIFEL FINANCIAL CORP | $1,410.92万 | 0.38% | 202,225 | -2,147 | -1.1% | -$14.98万 | 减仓 |
| EWI | Ishares Msci Italy Etf | $1,415.74万 | 0.39% | 238,984 | 62,646 | 35.5% | $371.11万 | 加仓 |
| TROW | Price T Rowe Group Inc | $1,417.09万 | 0.39% | 124,645 | -3,371 | -2.6% | -$38.32万 | 减仓 |
| ELV | Elevance Health Inc | $1,443.39万 | 0.39% | 37,323 | 444 | 1.2% | $17.17万 | 加仓 |
| CVX | Chevron Corp | $1,452.92万 | 0.40% | 87,652 | -2,754 | -3.0% | -$45.65万 | 减仓 |
| MA | Mastercard Incorporated Cl A | $1,457.91万 | 0.40% | 28,386 | -417 | -1.4% | -$21.42万 | 减仓 |
| COST | Costco Wholesale Corp | $1,458.83万 | 0.40% | 15,595 | 297 | 1.9% | $27.78万 | 加仓 |
| MTZ | Mastec Inc | $1,461.37万 | 0.40% | 35,124 | -19,880 | -36.1% | -$827.13万 | 减仓 |
| IQV | Iqvia Holdings Inc | $1,467.43万 | 0.40% | 75,946 | -4,488 | -5.6% | -$86.72万 | 减仓 |
| TOL | Toll Brothers Inc | $1,482.68万 | 0.40% | 89,996 | 508 | 0.6% | $8.37万 | 加仓 |
| FTNT | Fortinet Inc | $1,502.65万 | 0.41% | 97,816 | -33,070 | -25.3% | -$508.02万 | 减仓 |
| MNST | Monster Beverage Corp | $1,504.75万 | 0.41% | 156,549 | -9,471 | -5.7% | -$91.04万 | 减仓 |
| EXE | Expand Energy Corporation Com | $1,528.80万 | 0.42% | 167,650 | 137,816 | 461.9% | $1,256.74万 | 加仓 |
| AMG | Affiliated Managers Group Inc | $1,538.13万 | 0.42% | 45,453 | 22,261 | 96.0% | $753.31万 | 加仓 |
| WAB | Westinghouse Air Brake Technol | $1,548.18万 | 0.42% | 57,425 | -3,637 | -6.0% | -$98.05万 | 减仓 |
| VYMI | Vanguard International High Di | $1,555.46万 | 0.42% | 158,397 | 25,563 | 19.2% | $251.03万 | 加仓 |
| BX | Blackstone Inc | $1,572.56万 | 0.43% | 133,642 | -2,531 | -1.9% | -$29.78万 | 减仓 |
| COR | Cencora Inc Com | $1,595.27万 | 0.43% | 56,374 | -2,450 | -4.2% | -$69.33万 | 减仓 |