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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $485.61万 | 0.15% | 14,779 | -477 | -3.1% | -$15.67万 | 减仓 |
| SAP | SAP SE | $478.89万 | 0.15% | 27,971 | 6,498 | 30.3% | $111.25万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $476.83万 | 0.15% | 19,672 | 118 | 0.6% | $2.86万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $471.32万 | 0.14% | 36,086 | 27,344 | 312.8% | $357.14万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $466.50万 | 0.14% | 127,912 | 127,912 | — | $466.50万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $466.08万 | 0.14% | 35,576 | 5,617 | 18.7% | $73.59万 | 加仓 |
| NI | NISOURCE INC | $459.46万 | 0.14% | 98,469 | -77 | -0.1% | -$3,593 | 减仓 |
| HLNE | HAMILTON LANE INC | $458.93万 | 0.14% | 46,170 | -648 | -1.4% | -$6.44万 | 减仓 |
| PRG | PROG HOLDINGS INC | $457.13万 | 0.14% | 159,334 | 35,013 | 28.2% | $100.45万 | 加仓 |
| ONON | ON HLDG AG | $455.15万 | 0.14% | 133,788 | 126,693 | 1,785.7% | $431.01万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $453.10万 | 0.14% | 48,269 | 48,269 | — | $453.10万 | 新建仓 |
| CCJ | CAMECO CORP | $445.24万 | 0.14% | 40,994 | 5,553 | 15.7% | $60.31万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $440.47万 | 0.13% | 14,474 | 14,474 | — | $440.47万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $439.80万 | 0.13% | 48,506 | -66 | -0.1% | -$5,984 | 减仓 |
| GFF | GRIFFON CORP | $438.83万 | 0.13% | 60,379 | 8,121 | 15.5% | $59.02万 | 加仓 |
| ACM | AECOM | $435.20万 | 0.13% | 51,309 | 13,233 | 34.8% | $112.24万 | 加仓 |
| VEEV | VEEVA SYS INC | $431.37万 | 0.13% | 24,557 | 1,680 | 7.3% | $29.51万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $418.35万 | 0.13% | 168,961 | 137,791 | 442.1% | $341.17万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $417.79万 | 0.13% | 22,824 | 22,824 | — | $417.79万 | 新建仓 |
| IESC | IES HOLDINGS INC | $415.43万 | 0.13% | 8,719 | 5,251 | 151.4% | $250.19万 | 加仓 |
| HWKN | HAWKINS INC | $413.86万 | 0.13% | 26,944 | 22,292 | 479.2% | $342.41万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $413.60万 | 0.13% | 180,220 | 137,148 | 318.4% | $314.75万 | 加仓 |
| TMUS | T-MOBILE US INC | $412.29万 | 0.13% | 19,630 | 347 | 1.8% | $7.29万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $411.32万 | 0.13% | 11,917 | -63 | -0.5% | -$2.17万 | 减仓 |
| SE | SEA LTD | $408.82万 | 0.13% | 49,368 | 18,804 | 61.5% | $155.72万 | 加仓 |
| AA | ALCOA CORP | $403.70万 | 0.12% | 60,862 | 11,346 | 22.9% | $75.26万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $401.01万 | 0.12% | 21,709 | 212 | 1.0% | $3.92万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $389.66万 | 0.12% | 14,676 | 10,411 | 244.1% | $276.42万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $385.44万 | 0.12% | 19,306 | 19,306 | — | $385.44万 | 新建仓 |
| KO | COCA COLA CO | $383.70万 | 0.12% | 50,454 | 1,571 | 3.2% | $11.95万 | 加仓 |
| CACI | CACI INTL INC | $373.37万 | 0.11% | 6,865 | -312 | -4.3% | -$16.97万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $371.10万 | 0.11% | 57,093 | 17,786 | 45.2% | $115.61万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $370.83万 | 0.11% | 40,172 | -2,099 | -5.0% | -$19.38万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $368.55万 | 0.11% | 23,320 | -2,537 | -9.8% | -$40.09万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $360.34万 | 0.11% | 5,956 | -190 | -3.1% | -$11.50万 | 减仓 |
| L | LOEWS CORP | $358.66万 | 0.11% | 33,601 | 33,601 | — | $358.66万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $357.99万 | 0.11% | 11,854 | 7,829 | 194.5% | $236.44万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $357.91万 | 0.11% | 38,423 | 7,291 | 23.4% | $67.92万 | 加仓 |
| PLXS | PLEXUS CORP | $355.01万 | 0.11% | 17,528 | -19,388 | -52.5% | -$392.68万 | 减仓 |
| RGLD | ROYAL GOLD INC | $352.21万 | 0.11% | 13,840 | 2,887 | 26.4% | $73.47万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $349.75万 | 0.11% | 47,457 | -34 | -0.1% | -$2,506 | 减仓 |
| ECL | ECOLAB INC | $347.90万 | 0.11% | 13,078 | 731 | 5.9% | $19.45万 | 加仓 |
| COCO | VITA COCO CO INC | $345.75万 | 0.11% | 72,167 | 49,546 | 219.0% | $237.37万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $344.94万 | 0.11% | 58,683 | 12,089 | 25.9% | $71.06万 | 加仓 |
| RRC | RANGE RES CORP | $341.85万 | 0.10% | 75,665 | 22,189 | 41.5% | $100.25万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $340.61万 | 0.10% | 26,013 | 1,859 | 7.7% | $24.34万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $340.53万 | 0.10% | 32,515 | 8,104 | 33.2% | $84.87万 | 加仓 |
| FNV | FRANCO NEV CORP | $340.16万 | 0.10% | 13,769 | 3,312 | 31.7% | $81.82万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $339.81万 | 0.10% | 4,398 | -202 | -4.4% | -$15.61万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $339.33万 | 0.10% | 56,953 | 45,411 | 393.4% | $270.56万 | 加仓 |
| SEIC | SEI INVTS CO | $337.08万 | 0.10% | 42,956 | -1,198 | -2.7% | -$9.40万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $333.46万 | 0.10% | 53,201 | 17,648 | 49.6% | $110.62万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $332.28万 | 0.10% | 65,525 | -110,401 | -62.8% | -$559.84万 | 减仓 |
| AMLP | ALPS ETF TR | $328.44万 | 0.10% | 62,393 | 21,803 | 53.7% | $114.77万 | 加仓 |
| PLD | PROLOGIS INC. | $327.69万 | 0.10% | 24,792 | -8,995 | -26.6% | -$118.89万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $327.52万 | 0.10% | 29,834 | 8,802 | 41.9% | $96.63万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $324.46万 | 0.10% | 15,985 | 1,970 | 14.1% | $39.99万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $322.00万 | 0.10% | 34,973 | 34,973 | — | $322.00万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $317.21万 | 0.10% | 21,934 | -23,133 | -51.3% | -$334.55万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $316.77万 | 0.10% | 16,217 | -1,622 | -9.1% | -$31.68万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $316.61万 | 0.10% | 35,694 | 214 | 0.6% | $1.90万 | 加仓 |
| DEM | WISDOMTREE TR | $312.50万 | 0.10% | 62,890 | 21,582 | 52.2% | $107.24万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $309.67万 | 0.09% | 23,506 | 23,506 | — | $309.67万 | 新建仓 |
| PFF | ISHARES TR | $301.09万 | 0.09% | 99,304 | 38,061 | 62.1% | $115.40万 | 加仓 |
| ROKU | ROKU INC | $299.00万 | 0.09% | 31,600 | 31,600 | — | $299.00万 | 新建仓 |
| BTU | PEABODY ENGR CORP | $297.22万 | 0.09% | 90,202 | 16,588 | 22.5% | $54.66万 | 加仓 |
| DT | DYNATRACE INC | $293.37万 | 0.09% | 79,333 | -36,246 | -31.4% | -$134.04万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $286.73万 | 0.09% | 199,158 | 47,120 | 31.0% | $67.84万 | 加仓 |
| — | TRI POINTE HOMES INC | $280.67万 | 0.09% | 60,062 | 1,039 | 1.8% | $4.86万 | 加仓 |
| AGI | ALAMOS GOLD INC | $276.20万 | 0.08% | 62,274 | 13,018 | 26.4% | $57.74万 | 加仓 |
| — | TOPBUILD COR | $274.68万 | 0.08% | 7,819 | -632 | -7.5% | -$22.20万 | 减仓 |
| EXEL | EXELIXIS INC | $274.09万 | 0.08% | 63,905 | -4,987 | -7.2% | -$21.39万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $273.35万 | 0.08% | 10,865 | -9,777 | -47.4% | -$245.98万 | 减仓 |
| TEX | TEREX CORP NEW | $269.28万 | 0.08% | 45,564 | 4,096 | 9.9% | $24.21万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $268.66万 | 0.08% | 53,391 | 10,870 | 25.6% | $54.70万 | 加仓 |
| BROS | DUTCH BROS INC | $267.78万 | 0.08% | 52,859 | -1,570 | -2.9% | -$7.95万 | 减仓 |
| NEM | NEWMONT CORP | $267.39万 | 0.08% | 24,701 | 5,355 | 27.7% | $57.97万 | 加仓 |
| SPYI | NEOS ETF TRUST | $255.70万 | 0.08% | 51,793 | 38,744 | 296.9% | $191.28万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $255.51万 | 0.08% | 207,397 | 45,377 | 28.0% | $55.90万 | 加仓 |
| — | NEOS ETF TRUST | $254.85万 | 0.08% | 49,727 | 37,119 | 294.4% | $190.23万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $253.44万 | 0.08% | 84,145 | -81,923 | -49.3% | -$246.75万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $253.34万 | 0.08% | 59,693 | 15,302 | 34.5% | $64.94万 | 加仓 |
| SANM | SANMINA CORP | $251.75万 | 0.08% | 19,419 | -1,800 | -8.5% | -$23.34万 | 减仓 |
| NTR | NUTRIEN LTD | $251.22万 | 0.08% | 33,383 | 7,462 | 28.8% | $56.15万 | 加仓 |
| EQIX | EQUINIX INC | $242.71万 | 0.07% | 2,476 | -899 | -26.6% | -$88.12万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $239.09万 | 0.07% | 34,015 | 4,127 | 13.8% | $29.01万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $235.47万 | 0.07% | 25,561 | -26,142 | -50.6% | -$240.82万 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $235.18万 | 0.07% | 69,335 | -6,233 | -8.2% | -$21.14万 | 减仓 |
| LIT | GLOBAL X FDS | $235.04万 | 0.07% | 31,612 | -200 | -0.6% | -$1.49万 | 减仓 |
| CBT | CABOT CORP | $234.38万 | 0.07% | 31,122 | -17,543 | -36.0% | -$132.12万 | 减仓 |
| ACWI | ISHARES TR | $225.31万 | 0.07% | 16,283 | -53,270 | -76.6% | -$737.10万 | 减仓 |
| AIQ | GLOBAL X FDS | $220.94万 | 0.07% | 47,341 | 10,334 | 27.9% | $48.23万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $217.86万 | 0.07% | 4,726 | -278 | -5.6% | -$12.82万 | 减仓 |
| ENVA | ENOVA INTL INC | $217.76万 | 0.07% | 16,032 | -18,240 | -53.2% | -$247.75万 | 减仓 |
| VC | VISTEON CORP | $217.39万 | 0.07% | 23,860 | 363 | 1.5% | $3.31万 | 加仓 |
| — | AMPLIFY ETF TR | $216.33万 | 0.07% | 34,604 | 10,167 | 41.6% | $63.56万 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $214.45万 | 0.07% | 45,493 | 1,098 | 2.5% | $5.18万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $213.61万 | 0.07% | 116,917 | 116,917 | — | $213.61万 | 新建仓 |
| ARTY | ISHARES TR | $212.95万 | 0.07% | 45,767 | 8,441 | 22.6% | $39.28万 | 加仓 |
| KFY | KORN FERRY | $212.84万 | 0.07% | 33,811 | 33,811 | — | $212.84万 | 新建仓 |