Moran Wealth Management, LLC
NAPLES FL · SEC CIK 0001965334
$32.66亿2026Q1 申报市值
474持仓数
13.7%前十大占比 · 第一大 1.8%
79 / 89新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RSP 加仓+$4,084.42万
FTI 新建仓+$1,455.24万
CASY 加仓+$1,347.78万
WMB 新建仓+$1,211.76万
BR 新建仓+$1,106.57万
2026Q1 卖出最多 按季末市值估算
NOBL 重新持有-$2,897.18万
GRMN 减仓-$2,476.45万
FIX 减仓-$2,344.70万
PGR 减仓-$1,219.02万
WRB 清仓-$1,210.76万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,079.63万 | 0.33% | 36,879 | 4,577 | 14.2% | $133.99万 | 加仓 |
| FTNT | FORTINET INC | $1,069.60万 | 0.33% | 130,886 | 18,447 | 16.4% | $150.75万 | 加仓 |
| ROST | ROSS STORES INC | $1,066.23万 | 0.33% | 49,219 | 16,039 | 48.3% | $347.45万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,043.65万 | 0.32% | 159,433 | -15,338 | -8.8% | -$100.40万 | 减仓 |
| LLY | ELI LILLY & CO | $1,036.12万 | 0.32% | 11,265 | 652 | 6.1% | $59.97万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,034.55万 | 0.32% | 24,323 | -1,839 | -7.0% | -$78.22万 | 减仓 |
| JBL | JABIL INC | $1,028.51万 | 0.31% | 38,720 | -801 | -2.0% | -$21.28万 | 减仓 |
| CSL | CARLISLE COS INC | $1,005.06万 | 0.31% | 30,126 | -1,372 | -4.4% | -$45.77万 | 减仓 |
| CTAS | CINTAS CORP | $995.17万 | 0.30% | 58,837 | -3,597 | -5.8% | -$60.84万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $990.29万 | 0.30% | 50,068 | 2,472 | 5.2% | $48.89万 | 加仓 |
| RMD | RESMED INC | $979.79万 | 0.30% | 43,647 | -2,044 | -4.5% | -$45.88万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $979.03万 | 0.30% | 216,457 | 82,972 | 62.2% | $375.28万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $964.72万 | 0.30% | 314,445 | 102,610 | 48.4% | $314.81万 | 加仓 |
| GIS | GENERAL MILLS INC | $963.95万 | 0.30% | 258,987 | 21,701 | 9.1% | $80.77万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $943.37万 | 0.29% | 27,486 | -586 | -2.1% | -$20.11万 | 减仓 |
| EWI | ISHARES INC | $942.00万 | 0.29% | 176,338 | 20,764 | 13.3% | $110.92万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $941.88万 | 0.29% | 161,088 | 8,001 | 5.2% | $46.78万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $939.53万 | 0.29% | 56,893 | -3,273 | -5.4% | -$54.05万 | 减仓 |
| BLK | BLACKROCK INC | $937.86万 | 0.29% | 9,752 | 160 | 1.7% | $15.39万 | 加仓 |
| TW | TRADEWEB MKTS INC | $918.20万 | 0.28% | 78,038 | 5,923 | 8.2% | $69.69万 | 加仓 |
| SLB | SLB LIMITED | $917.71万 | 0.28% | 178,577 | 40,985 | 29.8% | $210.62万 | 加仓 |
| ADSK | AUTODESK INC | $909.22万 | 0.28% | 37,979 | -501 | -1.3% | -$11.99万 | 减仓 |
| SNA | SNAP ON INC | $904.16万 | 0.28% | 24,893 | -506 | -2.0% | -$18.38万 | 减仓 |
| EWP | ISHARES INC | $901.52万 | 0.28% | 165,996 | 26,416 | 18.9% | $143.47万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $896.19万 | 0.27% | 528,104 | 41,636 | 8.6% | $70.66万 | 加仓 |
| USFD | US FOODS HLDG CORP | $880.61万 | 0.27% | 95,501 | -3,892 | -3.9% | -$35.89万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $879.37万 | 0.27% | 247,850 | 13,068 | 5.6% | $46.37万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $865.00万 | 0.26% | 107,601 | 71,369 | 197.0% | $573.74万 | 加仓 |
| ABEV | AMBEV SA | $856.62万 | 0.26% | 2,933,646 | 674,705 | 29.9% | $197.01万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $847.51万 | 0.26% | 1,011,349 | 94,609 | 10.3% | $79.28万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $846.48万 | 0.26% | 109,818 | 233 | 0.2% | $1.80万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $843.42万 | 0.26% | 175,822 | 38,629 | 28.2% | $185.30万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $839.26万 | 0.26% | 387,111 | 7,330 | 1.9% | $15.89万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $837.15万 | 0.26% | 46,776 | -2,132 | -4.4% | -$38.16万 | 减仓 |
| EWK | ISHARES INC | $833.68万 | 0.26% | 342,921 | 53,415 | 18.5% | $129.86万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $831.31万 | 0.25% | 42,544 | 7,431 | 21.2% | $145.20万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $830.41万 | 0.25% | 132,336 | -49,998 | -27.4% | -$313.74万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $824.32万 | 0.25% | 29,328 | 248 | 0.9% | $6.97万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $817.55万 | 0.25% | 910,416 | 118,049 | 14.9% | $106.01万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $799.62万 | 0.24% | 404,869 | 25,301 | 6.7% | $49.97万 | 加仓 |
| EXP | EAGLE MATLS INC | $797.55万 | 0.24% | 42,098 | 396 | 0.9% | $7.50万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $784.58万 | 0.24% | 347,773 | 83,311 | 31.5% | $187.95万 | 加仓 |
| MUSA | MURPHY USA INC | $780.57万 | 0.24% | 15,802 | 2,572 | 19.4% | $127.05万 | 加仓 |
| CCL | CARNIVAL CORP | $768.73万 | 0.24% | 297,035 | 19,431 | 7.0% | $50.29万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $758.96万 | 0.23% | 22,465 | -10,510 | -31.9% | -$355.07万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $756.33万 | 0.23% | 36,699 | 6,086 | 19.9% | $125.43万 | 加仓 |
| IDXX | IDEXX LABS INC | $737.65万 | 0.23% | 13,128 | 585 | 4.7% | $32.87万 | 加仓 |
| OKE | ONEOK INC NEW | $733.01万 | 0.22% | 81,095 | -10,918 | -11.9% | -$98.69万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $729.02万 | 0.22% | 13,947 | 462 | 3.4% | $24.15万 | 加仓 |
| FOXA | FOX CORP | $725.61万 | 0.22% | 124,249 | -3,503 | -2.7% | -$20.46万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $708.12万 | 0.22% | 267,821 | 91,385 | 51.8% | $241.62万 | 加仓 |
| NOW | SERVICENOW INC | $702.21万 | 0.22% | 67,165 | 66,850 | 21,222.2% | $698.92万 | 重新持有 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $698.67万 | 0.21% | 26,333 | 12,211 | 86.5% | $323.98万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $695.17万 | 0.21% | 217,172 | -253,042 | -53.8% | -$809.99万 | 减仓 |
| ASML | ASML HLDG NV | $689.47万 | 0.21% | 5,220 | 31 | 0.6% | $4.09万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $687.97万 | 0.21% | 31,705 | 16,342 | 106.4% | $354.61万 | 加仓 |
| OC | OWENS CORNING NEW | $687.47万 | 0.21% | 63,525 | 3,597 | 6.0% | $38.93万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $685.60万 | 0.21% | 17,561 | 13,385 | 320.5% | $522.56万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $681.79万 | 0.21% | 72,732 | 72,732 | — | $681.79万 | 新建仓 |
| UL | UNILEVER PLC | $675.44万 | 0.21% | 118,560 | 23,784 | 25.1% | $135.50万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $661.04万 | 0.20% | 68,866 | -1,330 | -1.9% | -$12.77万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $656.05万 | 0.20% | 35,962 | -156 | -0.4% | -$2.85万 | 减仓 |
| XYZ | BLOCK INC | $647.54万 | 0.20% | 107,601 | 49,950 | 86.6% | $300.60万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $641.72万 | 0.20% | 23,192 | -622 | -2.6% | -$17.21万 | 减仓 |
| — | COTERRA ENERGY INC | $625.25万 | 0.19% | 177,930 | -26,563 | -13.0% | -$93.34万 | 减仓 |
| DEO | DIAGEO PLC | $620.46万 | 0.19% | 83,339 | 31,394 | 60.4% | $233.73万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $617.23万 | 0.19% | 137,622 | 47,499 | 52.7% | $213.03万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $616.80万 | 0.19% | 12,845 | -582 | -4.3% | -$27.95万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $604.91万 | 0.19% | 25,933 | 482 | 1.9% | $11.24万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $604.60万 | 0.19% | 1,436 | -72 | -4.8% | -$30.31万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $588.95万 | 0.18% | 95,999 | -603 | -0.6% | -$3.70万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $584.64万 | 0.18% | 154,831 | -661 | -0.4% | -$2.50万 | 减仓 |
| GM | GENERAL MTRS CO | $581.88万 | 0.18% | 78,105 | -20,062 | -20.4% | -$149.46万 | 减仓 |
| VMI | VALMONT INDS INC | $579.10万 | 0.18% | 14,493 | -335 | -2.3% | -$13.39万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $578.51万 | 0.18% | 42,780 | 326 | 0.8% | $4.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $577.78万 | 0.18% | 28,402 | 4,609 | 19.4% | $93.76万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $572.28万 | 0.18% | 69,511 | 15,268 | 28.1% | $125.70万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $569.43万 | 0.17% | 198,340 | 29,745 | 17.6% | $85.40万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $561.86万 | 0.17% | 13,230 | 12,425 | 1,543.5% | $527.68万 | 重新持有 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $552.79万 | 0.17% | 73,814 | 35,672 | 93.5% | $267.15万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $550.90万 | 0.17% | 173,349 | 33,362 | 23.8% | $106.02万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $548.21万 | 0.17% | 163,498 | 5,347 | 3.4% | $17.93万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $547.79万 | 0.17% | 76,156 | 12,374 | 19.4% | $89.01万 | 加仓 |
| AYI | ACUITY INC | $544.33万 | 0.17% | 19,425 | -688 | -3.4% | -$19.28万 | 减仓 |
| WM | WASTE MGMT INC DEL | $528.75万 | 0.16% | 23,010 | 60 | 0.3% | $1.38万 | 加仓 |
| POST | POST HLDGS INC | $522.94万 | 0.16% | 52,897 | 52,897 | — | $522.94万 | 新建仓 |
| SSD | SIMPSON MFG INC | $522.77万 | 0.16% | 30,461 | -53 | -0.2% | -$9,096 | 减仓 |
| INGR | INGREDION INC | $522.38万 | 0.16% | 46,368 | 6,157 | 15.3% | $69.36万 | 加仓 |
| CRM | SALESFORCE INC | $518.72万 | 0.16% | 27,788 | -10,009 | -26.5% | -$186.84万 | 减仓 |
| NU | NU HLDGS LTD | $517.53万 | 0.16% | 360,144 | 59,731 | 19.9% | $85.83万 | 加仓 |
| TJX | TJX COS INC NEW | $514.98万 | 0.16% | 32,247 | -2,809 | -8.0% | -$44.86万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $510.47万 | 0.16% | 33,342 | 2,098 | 6.7% | $32.12万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $509.37万 | 0.16% | 55,748 | 17,476 | 45.7% | $159.68万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $507.55万 | 0.16% | 61,247 | -13,792 | -18.4% | -$114.29万 | 减仓 |
| IBN | ICICI BANK LIMITED | $500.94万 | 0.15% | 193,414 | 39,614 | 25.8% | $102.60万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $496.76万 | 0.15% | 67,202 | -18,016 | -21.1% | -$133.17万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $495.76万 | 0.15% | 105,683 | 24,074 | 29.5% | $112.93万 | 加仓 |
| AVY | AVERY DENNISON CORP | $494.44万 | 0.15% | 28,634 | -1,814 | -6.0% | -$31.32万 | 减仓 |
| LKQ | LKQ CORP | $493.21万 | 0.15% | 167,929 | -2,780 | -1.6% | -$8.16万 | 减仓 |
| HCI | HCI GROUP INC | $493.18万 | 0.15% | 31,898 | 17,461 | 120.9% | $269.96万 | 加仓 |