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 |
|---|---|---|---|---|---|---|---|---|
| EMXC | ISHARES INC | $44.52万 | 0.01% | 5,660 | 708 | 14.3% | $5.57万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $41.22万 | 0.01% | 5,412 | 5,412 | — | $41.22万 | 新建仓 |
| GLW | CORNING INC | $40.80万 | 0.01% | 3,001 | 3,001 | — | $40.80万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $38.89万 | 0.01% | 3,294 | 3,294 | — | $38.89万 | 新建仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $37.16万 | 0.01% | 6,334 | 6,334 | — | $37.16万 | 新建仓 |
| SNPS | SYNOPSYS INC | $36.16万 | 0.01% | 912 | -263 | -22.4% | -$10.43万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $35.21万 | 0.01% | 1,247 | -1,112 | -47.1% | -$31.40万 | 减仓 |
| IWS | ISHARES TR | $34.88万 | 0.01% | 2,393 | 413 | 20.9% | $6.02万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $34.37万 | 0.01% | 2,979 | 2,979 | — | $34.37万 | 新建仓 |
| GE | GE AEROSPACE | $33.71万 | 0.01% | 1,188 | -390 | -24.7% | -$11.07万 | 减仓 |
| SNDK | SANDISK CORP | $33.29万 | 0.01% | 524 | 524 | — | $33.29万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $32.94万 | 0.01% | 2,932 | -521 | -15.1% | -$5.85万 | 减仓 |
| — | COSTAMARE BULKERS HLDGS LTD | $31.68万 | 0.01% | 20,477 | 8,766 | 74.9% | $13.56万 | 加仓 |
| DGII | DIGI INTL INC | $30.19万 | 0.01% | 6,264 | 6,264 | — | $30.19万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $29.97万 | 0.01% | 3,189 | 3,189 | — | $29.97万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $29.51万 | 0.01% | 6,925 | 572 | 9.0% | $2.44万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $29.29万 | 0.01% | 10,462 | 10,462 | — | $29.29万 | 新建仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $28.90万 | 0.01% | 11,011 | 11,011 | — | $28.90万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $28.83万 | 0.01% | 3,318 | 3,318 | — | $28.83万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $28.81万 | 0.01% | 13,429 | 13,429 | — | $28.81万 | 新建仓 |
| IWR | ISHARES TR | $28.70万 | 0.01% | 2,952 | 2,952 | — | $28.70万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $28.62万 | 0.01% | 3,021 | -1,029 | -25.4% | -$9.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.55万 | 0.01% | 1,055 | -47 | -4.3% | -$1.27万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $28.30万 | 0.01% | 19,328 | -1,340 | -6.5% | -$1.96万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $28.23万 | 0.01% | 5,495 | 521 | 10.5% | $2.68万 | 加仓 |
| CMRE | COSTAMARE INC | $28.17万 | 0.01% | 16,667 | 16,667 | — | $28.17万 | 新建仓 |
| — | GCI LIBERTY INC | $28.10万 | 0.01% | 7,625 | 1,211 | 18.9% | $4.46万 | 重新持有 |
| PBF | PBF ENERGY INC | $28.07万 | 0.01% | 5,894 | 5,894 | — | $28.07万 | 新建仓 |
| ORN | ORION GROUP HLDGS INC | $27.72万 | 0.01% | 25,429 | 25,429 | — | $27.72万 | 新建仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $27.64万 | 0.01% | 10,576 | 10,576 | — | $27.64万 | 新建仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $27.44万 | 0.01% | 2,994 | 2,994 | — | $27.44万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $27.29万 | 0.01% | 1,009 | 1,009 | — | $27.29万 | 新建仓 |
| CSTM | CONSTELLIUM SE | $27.10万 | 0.01% | 11,025 | 692 | 6.7% | $1.70万 | 加仓 |
| CBRE | CBRE GROUP INC | $26.88万 | 0.01% | 1,984 | -138 | -6.5% | -$1.87万 | 减仓 |
| EIX | EDISON INTL | $26.53万 | 0.01% | 3,625 | 3,625 | — | $26.53万 | 新建仓 |
| IOT | SAMSARA INC | $26.27万 | 0.01% | 8,291 | 562 | 7.3% | $1.78万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $26.20万 | 0.01% | 3,496 | 3,496 | — | $26.20万 | 新建仓 |
| UI | UBIQUITI INC | $25.92万 | 0.01% | 328 | -157 | -32.4% | -$12.41万 | 重新持有 |
| SPMO | INVESCO EXCH TRADED FD TR II | $25.71万 | 0.01% | 2,293 | 441 | 23.8% | $4.94万 | 加仓 |
| D | DOMINION ENERGY INC | $25.46万 | 0.01% | 4,119 | 4,119 | — | $25.46万 | 新建仓 |
| CENX | CENTURY ALUM CO | $24.93万 | 0.01% | 4,248 | 4,248 | — | $24.93万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $24.85万 | 0.01% | 3,997 | 3,997 | — | $24.85万 | 新建仓 |
| EQT | EQT CORP | $24.76万 | 0.01% | 3,890 | -4,222 | -52.0% | -$26.87万 | 减仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $24.70万 | 0.01% | 5,443 | 5,443 | — | $24.70万 | 新建仓 |
| WS | WORTHINGTON STL INC | $24.37万 | 0.01% | 8,029 | 8,029 | — | $24.37万 | 新建仓 |
| COHR | COHERENT CORP | $24.15万 | 0.01% | 1,014 | 1,014 | — | $24.15万 | 新建仓 |
| ORCL | ORACLE CORP | $23.99万 | 0.01% | 1,631 | -542 | -24.9% | -$7.97万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $23.76万 | 0.01% | 1,464 | 1,464 | — | $23.76万 | 新建仓 |
| SEG | SEAPORT ENTMT GROUP INC | $23.49万 | 0.01% | 10,935 | 10,935 | — | $23.49万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $23.29万 | 0.01% | 3,566 | 3,566 | — | $23.29万 | 新建仓 |
| DVA | DAVITA INC | $23.19万 | 0.01% | 1,509 | 1,509 | — | $23.19万 | 新建仓 |
| EZPW | EZCORP INC | $23.14万 | 0.01% | 9,116 | 9,116 | — | $23.14万 | 新建仓 |
| ANGI | ANGI INC | $22.92万 | 0.01% | 33,464 | 19,978 | 148.1% | $13.68万 | 加仓 |
| RAL | RALLIANT CORP | $22.68万 | 0.01% | 5,454 | 5,454 | — | $22.68万 | 新建仓 |
| ANAB | ANAPTYSBIO INC | $22.54万 | 0.01% | 4,064 | 4,064 | — | $22.54万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $22.50万 | 0.01% | 1,492 | -15 | -1.0% | -$2,262 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $22.46万 | 0.01% | 4,007 | 4,007 | — | $22.46万 | 新建仓 |
| DHR | DANAHER CORP DEL | $22.20万 | 0.01% | 1,171 | -1,303 | -52.7% | -$24.70万 | 减仓 |
| FHI | FEDERATED HERMES INC | $21.96万 | 0.01% | 3,873 | 3,873 | — | $21.96万 | 新建仓 |
| MDB | MONGODB INC | $21.86万 | 0.01% | 893 | -70 | -7.3% | -$1.71万 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $21.76万 | 0.01% | 2,885 | 2,885 | — | $21.76万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $21.55万 | 0.01% | 2,887 | 2,887 | — | $21.55万 | 新建仓 |
| GHM | GRAHAM CORP | $21.55万 | 0.01% | 2,730 | 2,730 | — | $21.55万 | 新建仓 |
| VVX | V2X INC | $21.47万 | 0.01% | 3,135 | 3,135 | — | $21.47万 | 新建仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $21.40万 | 0.01% | 1,776 | 1,776 | — | $21.40万 | 新建仓 |
| INBX | INHIBRX BIOSCIENCES INC | $21.26万 | 0.01% | 3,163 | 3,163 | — | $21.26万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $21.23万 | 0.01% | 5,736 | 5,736 | — | $21.23万 | 新建仓 |
| RNG | RINGCENTRAL INC | $20.94万 | 0.01% | 5,630 | 5,630 | — | $20.94万 | 新建仓 |
| CVNA | CARVANA CO | $20.87万 | 0.01% | 664 | 664 | — | $20.87万 | 新建仓 |
| RL | RALPH LAUREN CORP | $20.64万 | 0.01% | 600 | 600 | — | $20.64万 | 新建仓 |
| UFCS | UNITED FIRE GROUP INC | $20.44万 | 0.01% | 5,515 | 5,515 | — | $20.44万 | 新建仓 |
| GAP | GAP INC | $20.35万 | 0.01% | 8,408 | 8,408 | — | $20.35万 | 新建仓 |
| PATH | UIPATH INC | $15.95万 | 0.00% | 14,366 | 14,366 | — | $15.95万 | 新建仓 |
| OPFI | OPPFI INC | $8.41万 | 0.00% | 10,908 | 10,908 | — | $8.41万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -172,670 | -100.0% | -$1,210.76万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -44,138 | -100.0% | -$1,004.18万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -39,082 | -100.0% | -$816.81万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -84,680 | -100.0% | -$761.44万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -93,521 | -100.0% | -$745.36万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -10,864 | -100.0% | -$740.84万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | -18,660 | -100.0% | -$721.86万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -58,728 | -100.0% | -$674.20万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -148,567 | -100.0% | -$563.96万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -51,291 | -100.0% | -$531.73万 | 清仓 |
| PRI | PRIMERICA INC | $0 | 0.00% | 0 | -20,522 | -100.0% | -$530.21万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -18,252 | -100.0% | -$518.79万 | 清仓 |
| ANDE | ANDERSONS INC | $0 | 0.00% | 0 | -94,981 | -100.0% | -$505.01万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -38,111 | -100.0% | -$404.51万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -13,938 | -100.0% | -$351.63万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -20,543 | -100.0% | -$332.71万 | 清仓 |
| YELP | YELP INC | $0 | 0.00% | 0 | -108,797 | -100.0% | -$330.63万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -65,812 | -100.0% | -$267.20万 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | -52,243 | -100.0% | -$221.72万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -29,728 | -100.0% | -$212.32万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -8,163 | -100.0% | -$171.70万 | 清仓 |
| WKC | WORLD KINECT CORPORATION | $0 | 0.00% | 0 | -65,979 | -100.0% | -$154.59万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -8,035 | -100.0% | -$141.01万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -18,373 | -100.0% | -$139.47万 | 清仓 |