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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc Cl B Ne | $1,650.64万 | 0.45% | 32,987 | -699 | -2.1% | -$34.98万 | 减仓 |
| CME | Cme Group Inc | $1,670.87万 | 0.46% | 75,663 | -1,802 | -2.3% | -$39.79万 | 减仓 |
| T | At&T Inc | $1,674.26万 | 0.46% | 808,820 | -201,794 | -20.0% | -$417.71万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $1,678.77万 | 0.46% | 28,899 | 497 | 1.7% | $28.87万 | 加仓 |
| GRMN | Garmin Ltd | $1,688.84万 | 0.46% | 71,097 | -3,948 | -5.3% | -$93.78万 | 减仓 |
| LMT | Lockheed Martin Corp | $1,718.51万 | 0.47% | 33,732 | -8,004 | -19.2% | -$407.77万 | 减仓 |
| EME | Emcor Group Inc | $1,720.05万 | 0.47% | 20,727 | -1,388 | -6.3% | -$115.18万 | 减仓 |
| MCK | Mckesson Corp | $1,726.17万 | 0.47% | 22,845 | -572 | -2.4% | -$43.22万 | 减仓 |
| HD | Home Depot Inc | $1,729.90万 | 0.47% | 49,050 | 8,643 | 21.4% | $304.82万 | 加仓 |
| DRI | Darden Restaurants Inc | $1,730.36万 | 0.47% | 83,994 | 83,994 | — | $1,730.36万 | 新建仓 |
| MPWR | MONOLITHIC POWER SYSTEMSINC | $1,814.49万 | 0.49% | 13,126 | -2,599 | -16.5% | -$359.28万 | 减仓 |
| MSI | Motorola Solutions Inc New | $1,827.57万 | 0.50% | 44,007 | -2,596 | -5.6% | -$107.81万 | 减仓 |
| PAG | Penske Automotive Group Inc | $1,854.80万 | 0.51% | 103,649 | -3,561 | -3.3% | -$63.72万 | 减仓 |
| AAPL | Apple Inc | $1,865.31万 | 0.51% | 64,463 | 11,543 | 21.8% | $334.01万 | 加仓 |
| AXP | American Express Co | $1,889.81万 | 0.52% | 55,870 | -2,227 | -3.8% | -$75.33万 | 减仓 |
| PG | Procter And Gamble Co | $1,903.56万 | 0.52% | 129,812 | -4,787 | -3.6% | -$70.20万 | 减仓 |
| FLEX | Flex Ltd | $1,983.25万 | 0.54% | 122,370 | -37,063 | -23.2% | -$600.68万 | 减仓 |
| RSG | Republic Services Inc | $2,011.13万 | 0.55% | 94,384 | -3,702 | -3.8% | -$78.88万 | 减仓 |
| PHM | Pulte Group Inc | $2,039.30万 | 0.56% | 148,626 | -8,426 | -5.4% | -$115.61万 | 减仓 |
| IRM | Iron Mountain Inc | $2,064.64万 | 0.56% | 163,458 | -9,902 | -5.7% | -$125.07万 | 减仓 |
| FIX | Comfort Systems Usa Inc | $2,101.07万 | 0.57% | 10,601 | -753 | -6.6% | -$149.24万 | 减仓 |
| WMT | Wal-Mart Inc | $2,110.92万 | 0.58% | 186,379 | 25,148 | 15.6% | $284.83万 | 加仓 |
| CASY | Caseys General Stores Inc | $2,144.26万 | 0.58% | 26,979 | -1,648 | -5.8% | -$130.98万 | 减仓 |
| META | Meta Platforms Inc Cl A | $2,204.44万 | 0.60% | 39,135 | 3,166 | 8.8% | $178.34万 | 加仓 |
| DGX | Quest Diagnostics Inc | $2,214.77万 | 0.60% | 104,495 | -3,856 | -3.6% | -$81.73万 | 减仓 |
| ETN | Eaton Corp Plc | $2,247.83万 | 0.61% | 52,751 | -1,677 | -3.1% | -$71.46万 | 减仓 |
| JNJ | Johnson & Johnson | $2,255.50万 | 0.61% | 88,810 | -2,093 | -2.3% | -$53.16万 | 减仓 |
| PWR | Quanta Services Inc | $2,264.17万 | 0.62% | 31,445 | -1,934 | -5.8% | -$139.26万 | 减仓 |
| PANW | Palo Alto Networks Inc | $2,275.52万 | 0.62% | 66,727 | -6,907 | -9.4% | -$235.54万 | 减仓 |
| AMZN | Amazon.Com Inc | $2,362.02万 | 0.64% | 99,103 | 6,827 | 7.4% | $162.71万 | 加仓 |
| MRVL | Marvell Technology Inc | $2,447.34万 | 0.67% | 82,156 | 82,156 | — | $2,447.34万 | 新建仓 |
| FDX | Fedex Corp | $2,460.07万 | 0.67% | 78,564 | 3,310 | 4.4% | $103.65万 | 加仓 |
| LLY | Lilly Eli & Co | $2,507.17万 | 0.68% | 20,903 | 9,638 | 85.6% | $1,156.01万 | 加仓 |
| LIN | Linde Plc | $2,546.13万 | 0.69% | 49,064 | -2,357 | -4.6% | -$122.31万 | 减仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $2,610.55万 | 0.71% | 73,884 | -3,084 | -4.0% | -$108.97万 | 减仓 |
| CSCO | Cisco Systems Inc | $2,707.35万 | 0.74% | 230,491 | -44,434 | -16.2% | -$521.92万 | 减仓 |
| MRK | Merck & Co Inc | $2,727.00万 | 0.74% | 212,218 | -8,074 | -3.7% | -$103.75万 | 减仓 |
| V | Visa Inc Cl A | $2,743.86万 | 0.75% | 79,975 | -4,609 | -5.4% | -$158.13万 | 减仓 |
| MU | Micron Technology Inc | $2,752.29万 | 0.75% | 23,844 | 1,379 | 6.1% | $159.18万 | 加仓 |
| JPM | Jpmorgan Chase & Co | $2,846.40万 | 0.78% | 86,958 | 173 | 0.2% | $5.66万 | 加仓 |
| KLAC | Kla Corp New | $2,877.05万 | 0.78% | 95,358 | -7,392 | -7.2% | -$223.02万 | 减仓 |
| ANET | Arista Networks Inc | $2,932.77万 | 0.80% | 172,638 | -9,967 | -5.5% | -$169.32万 | 减仓 |
| ZTS | Zoetis Inc Cl A | $2,951.73万 | 0.80% | 410,762 | 163,458 | 66.1% | $1,174.61万 | 加仓 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $3,014.09万 | 0.82% | 84,341 | 1,808 | 2.2% | $64.61万 | 加仓 |
| TXN | Texas Instruments Inc | $3,018.85万 | 0.82% | 101,280 | -10,728 | -9.6% | -$319.77万 | 减仓 |
| AMP | Ameriprise Financial Inc | $3,121.91万 | 0.85% | 68,051 | -2,361 | -3.4% | -$108.31万 | 减仓 |
| NTAP | Netapp Inc | $3,242.90万 | 0.88% | 209,544 | -15,766 | -7.0% | -$243.99万 | 减仓 |
| APH | Amphenol Corp Cl A | $3,292.46万 | 0.90% | 186,732 | -9,155 | -4.7% | -$161.42万 | 减仓 |
| AMAT | Applied Materials Inc | $3,358.99万 | 0.92% | 46,459 | -4,512 | -8.9% | -$326.22万 | 减仓 |
| EOG | Eog Resources Inc | $3,539.76万 | 0.97% | 272,856 | -29,125 | -9.6% | -$377.84万 | 减仓 |
| CDNS | Cadence Design System Inc | $3,564.04万 | 0.97% | 94,960 | -9,552 | -9.1% | -$358.51万 | 减仓 |
| MSFT | Microsoft Corp | $3,619.90万 | 0.99% | 97,043 | 5,386 | 5.9% | $200.91万 | 加仓 |
| WSM | Williams Sonoma Inc | $3,780.33万 | 1.03% | 162,177 | -10,383 | -6.0% | -$242.03万 | 减仓 |
| HWM | Howmet Aerospace Inc | $4,003.84万 | 1.09% | 148,919 | -9,137 | -5.8% | -$245.66万 | 减仓 |
| CAT | Caterpillar Inc | $4,182.61万 | 1.14% | 39,277 | -8,046 | -17.0% | -$856.82万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight E | $4,421.61万 | 1.21% | 207,812 | -9,737 | -4.5% | -$207.17万 | 减仓 |
| TSM | Taiwan Semiconductor Mfg Ltd S | $4,933.92万 | 1.35% | 103,313 | -19,632 | -16.0% | -$937.57万 | 减仓 |
| LRCX | Lam Research Corp New | $5,142.54万 | 1.40% | 118,675 | 29,850 | 33.6% | $1,293.49万 | 加仓 |
| TT | Trane Technologies Plc | $5,378.82万 | 1.47% | 109,513 | -5,861 | -5.1% | -$287.87万 | 减仓 |
| PH | Parker-Hannifin Corp | $5,766.56万 | 1.57% | 58,956 | -3,177 | -5.1% | -$310.75万 | 减仓 |
| NVDA | Nvidia Corporation | $6,282.51万 | 1.71% | 313,984 | 835 | 0.3% | $16.71万 | 加仓 |
| AVGO | Broadcom Inc | $6,602.97万 | 1.80% | 174,797 | -14,489 | -7.7% | -$547.32万 | 减仓 |