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 |
|---|---|---|---|---|---|---|---|---|
| SSNC | Ss&C Technologies Hldgs Inc | $1,225.87万 | 0.33% | 197,561 | -8,329 | -4.0% | -$51.68万 | 减仓 |
| PKG | Packaging Corp America | $1,220.88万 | 0.33% | 51,237 | -2,182 | -4.1% | -$51.99万 | 减仓 |
| SCHD | Schwab Us Dividend Equity Etf | $1,192.17万 | 0.33% | 375,959 | 61,514 | 19.6% | $195.06万 | 加仓 |
| DVN | Devon Energy Corp | $1,189.94万 | 0.32% | 287,982 | 234,591 | 439.4% | $969.33万 | 加仓 |
| WMB | Williams Cos Inc | $1,188.27万 | 0.32% | 159,843 | -6,653 | -4.0% | -$49.46万 | 减仓 |
| BHP | Bhp Group Ltd Sp Ads | $1,181.04万 | 0.32% | 141,765 | -10,191 | -6.7% | -$84.90万 | 减仓 |
| MDT | Medtronic Plc | $1,160.68万 | 0.32% | 148,368 | 1,835 | 1.3% | $14.36万 | 加仓 |
| SFM | Sprouts Farmers Mkt Inc | $1,158.22万 | 0.32% | 136,938 | -6,904 | -4.8% | -$58.39万 | 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 |
| ITT | Itt Inc | $1,130.72万 | 0.31% | 57,177 | -4,489 | -7.3% | -$88.77万 | 减仓 |
| ROL | ROLLINS INC | $1,108.78万 | 0.30% | 265,640 | 4,151 | 1.6% | $17.33万 | 加仓 |
| AU | Anglogold Ashanti Plc | $1,100.51万 | 0.30% | 136,050 | 136,050 | — | $1,100.51万 | 新建仓 |
| PBR | Petroleo Brasileiro Sa Sp Adr | $1,072.95万 | 0.29% | 663,955 | -35,510 | -5.1% | -$57.38万 | 减仓 |
| B | Barrick Mining Corp | $1,067.03万 | 0.29% | 290,257 | 22,994 | 8.6% | $84.53万 | 加仓 |
| RIO | Rio Tinto Plc Sp Adr | $1,063.54万 | 0.29% | 112,035 | -5,799 | -4.9% | -$55.05万 | 减仓 |
| TXRH | Texas Roadhouse Inc | $1,053.76万 | 0.29% | 54,534 | -2,359 | -4.1% | -$45.58万 | 减仓 |
| RPRX | Royalty Pharma Plc Class A | $1,046.67万 | 0.29% | 186,672 | 10,850 | 6.2% | $60.84万 | 加仓 |
| OTIS | Otis Worldwide Corp | $1,033.78万 | 0.28% | 144,383 | 34,565 | 31.5% | $247.49万 | 加仓 |
| TW | Tradeweb Mkts Inc Cl A | $1,027.11万 | 0.28% | 103,061 | 25,023 | 32.1% | $249.38万 | 加仓 |
| CSL | Carlisle Cos Inc | $1,026.11万 | 0.28% | 28,287 | -1,839 | -6.1% | -$66.71万 | 减仓 |
| ROST | Ross Stores Inc | $1,019.62万 | 0.28% | 47,903 | -1,316 | -2.7% | -$28.01万 | 减仓 |
| BTI | British American Tob Plc Sp Ad | $993.42万 | 0.27% | 160,852 | -236 | -0.1% | -$1.46万 | 减仓 |
| MEDP | Medpace Holdings Inc | $983.71万 | 0.27% | 18,575 | 5,730 | 44.6% | $303.46万 | 加仓 |
| ADP | Automatic Data Processing Inc | $978.26万 | 0.27% | 43,682 | 24,546 | 128.3% | $549.71万 | 重新持有 |
| ASML | Asml Holding Nv Ny Registry | $963.68万 | 0.26% | 4,844 | -376 | -7.2% | -$74.80万 | 减仓 |
| EWK | ISHARES MSCI BELGIUM CAPPED IN | $956.77万 | 0.26% | 353,443 | 10,522 | 3.1% | $28.48万 | 加仓 |
| ZM | Zoom Video Communications Inc | $956.36万 | 0.26% | 110,805 | 3,204 | 3.0% | $27.65万 | 加仓 |
| PGR | Progressive Corp | $943.22万 | 0.26% | 43,178 | -64,475 | -59.9% | -$1,408.46万 | 减仓 |
| CTAS | Cintas Corp | $938.88万 | 0.26% | 55,202 | -3,635 | -6.2% | -$61.82万 | 减仓 |
| GD | General Dynamics Corp | $938.35万 | 0.26% | 26,489 | -997 | -3.6% | -$35.32万 | 减仓 |
| SPGI | S&P Global Inc | $925.78万 | 0.25% | 22,732 | -1,591 | -6.5% | -$64.80万 | 减仓 |
| ADSK | Autodesk Inc | $919.78万 | 0.25% | 47,309 | 9,330 | 24.6% | $181.39万 | 加仓 |
| NFLX | Netflix Inc | $919.39万 | 0.25% | 128,766 | 10,141 | 8.5% | $72.41万 | 加仓 |
| FANG | Diamondback Energy Inc | $915.20万 | 0.25% | 52,065 | 1,997 | 4.0% | $35.10万 | 加仓 |
| PYPL | Paypal Holdings Inc | $914.53万 | 0.25% | 211,795 | -4,662 | -2.2% | -$20.13万 | 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 |
| — | Exxon Mobile Corp | $902.80万 | 0.25% | 66,033 | -8,492 | -11.4% | -$116.10万 | 减仓 |
| EXP | Eagle Materials Inc | $894.33万 | 0.24% | 39,748 | -2,350 | -5.6% | -$52.88万 | 减仓 |
| SLB | Schlumberger Ltd Stock | $891.12万 | 0.24% | 191,679 | 13,102 | 7.3% | $60.91万 | 加仓 |
| RHHBY | Roche Holding Ltd Sp Adr | $890.54万 | 0.24% | 173,426 | 173,426 | — | $890.54万 | 新建仓 |
| NSRGY | Nestle Sa Sp Adr | $857.26万 | 0.23% | 83,480 | 83,480 | — | $857.26万 | 新建仓 |
| EFNL | Ishares Msci Finland Etf | $857.11万 | 0.23% | 160,238 | 160,238 | — | $857.11万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCI | $852.06万 | 0.23% | 50,557 | 27,051 | 115.1% | $455.90万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S.A. SPONSO | $844.80万 | 0.23% | 1,034,027 | 22,678 | 2.2% | $18.53万 | 加仓 |
| AIT | Applied Industrial Technologie | $841.55万 | 0.23% | 24,887 | -1,446 | -5.5% | -$48.90万 | 减仓 |
| ULTA | Ulta Beauty Inc | $826.33万 | 0.23% | 18,323 | 4,376 | 31.4% | $197.35万 | 加仓 |
| FMS | ADR FRESENIUS MED CRE AG | $819.47万 | 0.22% | 362,438 | 14,665 | 4.2% | $33.16万 | 加仓 |
| VNQ | Vanguard Real Estate Etf | $819.35万 | 0.22% | 84,968 | 49,274 | 138.0% | $475.15万 | 加仓 |
| RMD | RESMED INC | $808.19万 | 0.22% | 41,471 | -2,176 | -5.0% | -$42.41万 | 减仓 |
| CCL | Carnival Corp Ltd Common Share | $801.11万 | 0.22% | 280,403 | 280,403 | — | $801.11万 | 新建仓 |
| SMFG | Sumitomo Mitsui Financial Grou | $794.57万 | 0.22% | 336,966 | -67,903 | -16.8% | -$160.12万 | 减仓 |
| XYZ | Block Inc Cl A | $789.12万 | 0.22% | 103,832 | -3,769 | -3.5% | -$28.64万 | 减仓 |
| MUSA | Murphy Usa Inc | $786.64万 | 0.21% | 14,598 | -1,204 | -7.6% | -$64.88万 | 减仓 |
| UL | Unilever Plc Sp Adr New | $782.23万 | 0.21% | 130,112 | 11,552 | 9.7% | $69.45万 | 加仓 |
| ODFL | Old Dominion Freight Line Inc | $779.39万 | 0.21% | 35,983 | -6,561 | -15.4% | -$142.11万 | 减仓 |
| DIVO | Amplify ETF Tr Cwp Enhanced DI | $777.85万 | 0.21% | 170,207 | 32,585 | 23.7% | $148.91万 | 加仓 |
| FDS | Factset Research Systems Inc | $770.93万 | 0.21% | 33,507 | 1,802 | 5.7% | $41.46万 | 加仓 |
| VMI | Valmont Industries Inc | $768.84万 | 0.21% | 13,311 | -1,182 | -8.2% | -$68.27万 | 减仓 |
| EXEL | Exelixis Inc | $768.00万 | 0.21% | 141,150 | 77,245 | 120.9% | $420.29万 | 加仓 |
| MUFG | Mitsubishi Ufj Financial Group | $763.23万 | 0.21% | 383,724 | -144,380 | -27.3% | -$287.17万 | 减仓 |
| BF/B | Brown Forman Corp Cl B | $762.20万 | 0.21% | 286,003 | 18,182 | 6.8% | $48.46万 | 加仓 |
| BLDR | Builders Firstsource Inc | $752.27万 | 0.21% | 84,071 | 14,560 | 20.9% | $130.28万 | 加仓 |
| BFH | Bread Financial Holdings Inc C | $750.70万 | 0.20% | 69,285 | -4,529 | -6.1% | -$49.07万 | 减仓 |
| DEO | Diageo Plc Sp Adr New | $719.22万 | 0.20% | 89,478 | 6,139 | 7.4% | $49.35万 | 加仓 |
| DY | Dycom Industries Inc | $715.92万 | 0.20% | 14,160 | 14,160 | — | $715.92万 | 新建仓 |
| AXON | Axon Enterprise Inc | $701.55万 | 0.19% | 12,514 | -716 | -5.4% | -$40.14万 | 减仓 |
| COF | Capital One Financial Corp | $699.68万 | 0.19% | 34,876 | -1,086 | -3.0% | -$21.79万 | 减仓 |
| AYI | Acuity Brands Inc | $690.30万 | 0.19% | 18,327 | -1,098 | -5.7% | -$41.36万 | 减仓 |
| TM | Toyota Motor Corp Ads | $684.68万 | 0.19% | 40,653 | 3,954 | 10.8% | $66.59万 | 加仓 |
| PRG | Prog Holdings Inc Npv | $682.77万 | 0.19% | 146,486 | -12,848 | -8.1% | -$59.88万 | 减仓 |
| BROS | Dutch Brothers Inc Cl A | $681.13万 | 0.19% | 94,852 | 41,993 | 79.4% | $301.55万 | 加仓 |
| NOW | Servicenow Inc | $678.30万 | 0.18% | 68,322 | 1,157 | 1.7% | $11.49万 | 加仓 |
| DDOG | Datadog Inc Cl A | $671.78万 | 0.18% | 25,802 | 24,149 | 1,460.9% | $628.74万 | 重新持有 |
| HQY | Healthequity Inc | $670.12万 | 0.18% | 74,194 | 74,194 | — | $670.12万 | 新建仓 |
| IDXX | Idexx Laboratories Inc | $668.95万 | 0.18% | 12,707 | -421 | -3.2% | -$22.16万 | 减仓 |
| INTC | Intel Corp | $657.28万 | 0.18% | 47,073 | 47,073 | — | $657.28万 | 新建仓 |
| CHWY | Chewy Inc Cl A | $652.55万 | 0.18% | 332,086 | 332,086 | — | $652.55万 | 新建仓 |
| UBER | Uber Technologies Inc | $651.55万 | 0.18% | 90,293 | 14,137 | 18.6% | $102.01万 | 加仓 |
| NDAQ | Nasdaq Inc | $651.20万 | 0.18% | 82,618 | 82,618 | — | $651.20万 | 新建仓 |
| EXPE | Expedia Group Inc New | $642.95万 | 0.18% | 25,127 | 25,127 | — | $642.95万 | 新建仓 |
| ACGL | Arch Capital Group Ltd | $641.33万 | 0.17% | 66,076 | -2,790 | -4.1% | -$27.08万 | 减仓 |
| OKE | Oneok Inc | $635.71万 | 0.17% | 73,121 | -7,974 | -9.8% | -$69.33万 | 减仓 |
| HALO | Halozyme Therapeutics Inc | $629.14万 | 0.17% | 80,381 | 49,904 | 163.7% | $390.60万 | 加仓 |
| LGND | Ligand Pharmaceuticals Class B | $625.54万 | 0.17% | 19,790 | 484 | 2.5% | $15.30万 | 加仓 |
| BKNG | Booking Holdings Inc | $621.06万 | 0.17% | 34,844 | -1,056 | -2.9% | -$18.82万 | 减仓 |
| IBN | Icici Bank Limited Adr | $619.86万 | 0.17% | 213,523 | 20,109 | 10.4% | $58.38万 | 加仓 |
| FOXA | Fox Corp Cl A | $617.79万 | 0.17% | 118,442 | -5,807 | -4.7% | -$30.29万 | 减仓 |
| IESC | Ies Holdings Inc | $612.12万 | 0.17% | 8,332 | -387 | -4.4% | -$28.43万 | 减仓 |
| VONV | Vanguard Russell ETF 1000 Valu | $599.11万 | 0.16% | 56,355 | -16,377 | -22.5% | -$174.10万 | 减仓 |
| FERG | Ferguson Enterprises Inc Commo | $594.82万 | 0.16% | 25,063 | -870 | -3.4% | -$20.65万 | 减仓 |
| FIS | Fidelity Natl Information Serv | $588.15万 | 0.16% | 151,272 | 45,589 | 43.1% | $177.25万 | 加仓 |
| ASTS | Ast Spacemobile Inc Cl A | $586.94万 | 0.16% | 66,052 | 4,805 | 7.8% | $42.70万 | 加仓 |
| FDXF | Fedex Fght Holding Co Inc Comm | $574.78万 | 0.16% | 38,065 | 38,065 | — | $574.78万 | 新建仓 |
| ACM | Aecom | $572.44万 | 0.16% | 82,011 | 30,702 | 59.8% | $214.30万 | 加仓 |
| — | Lvmh Moet Hennessy Louis Vuitt | $571.02万 | 0.16% | 51,629 | 51,629 | — | $571.02万 | 新建仓 |
| GM | General Motors Co | $570.99万 | 0.16% | 74,077 | -4,028 | -5.2% | -$31.05万 | 减仓 |
| — | Catalyst Pharmaceuticals Inc | $568.62万 | 0.16% | 180,915 | 11,954 | 7.1% | $37.57万 | 加仓 |
| HLNE | Hamilton Lane Inc CL A | $565.89万 | 0.15% | 71,786 | 25,616 | 55.5% | $201.93万 | 加仓 |
| SE | Sea Ltd Sponsord Ads | $565.49万 | 0.15% | 59,010 | 9,642 | 19.5% | $92.40万 | 加仓 |
| NU | Nu Holdings Ltd Cl A | $560.81万 | 0.15% | 419,768 | 59,624 | 16.6% | $79.66万 | 加仓 |