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 |
|---|---|---|---|---|---|---|---|---|
| VICI | Vici Properties Inc | $87.35万 | 0.02% | 32,901 | 32,901 | — | $87.35万 | 新建仓 |
| HURN | HURON CONSULTING GROUP | $84.69万 | 0.02% | 9,393 | 2,936 | 45.5% | $26.47万 | 加仓 |
| GLW | Corning Inc | $84.55万 | 0.02% | 3,310 | 309 | 10.3% | $7.89万 | 加仓 |
| CON | Concentra Group Holdings Paren | $81.82万 | 0.02% | 27,503 | 14,074 | 104.8% | $41.87万 | 加仓 |
| ADI | Analog Devices Inc | $81.31万 | 0.02% | 2,047 | 369 | 22.0% | $14.66万 | 加仓 |
| WELL | Welltower Inc Com | $71.29万 | 0.02% | 3,141 | 502 | 19.0% | $11.39万 | 加仓 |
| WDC | Western Digital Corp | $71.28万 | 0.02% | 1,116 | 107 | 10.6% | $6.83万 | 加仓 |
| CURB | Curbline Properties Corp | $69.44万 | 0.02% | 22,842 | 3,691 | 19.3% | $11.22万 | 加仓 |
| ECG | Everus Contruction Group | $65.67万 | 0.02% | 3,957 | 663 | 20.1% | $11.00万 | 加仓 |
| Q | Qnity Electronics Inc Common S | $63.41万 | 0.02% | 3,883 | 904 | 30.3% | $14.76万 | 加仓 |
| GE | General Electric Co New | $60.47万 | 0.02% | 1,618 | 430 | 36.2% | $16.07万 | 加仓 |
| UNH | Unitedhealth Group Inc | $60.10万 | 0.02% | 1,446 | 391 | 37.1% | $16.25万 | 加仓 |
| DELL | Dell Technologies Inc Cl C | $58.59万 | 0.02% | 1,358 | 1,358 | — | $58.59万 | 新建仓 |
| — | M & T Bank Corp Fix To Flt Pfd | $58.41万 | 0.02% | 23,382 | 23,382 | — | $58.41万 | 新建仓 |
| SOLS | Solstice Advanced Materials In | $57.83万 | 0.02% | 6,527 | 1,115 | 20.6% | $9.88万 | 加仓 |
| VSNT | Versant Media Group Inc Cl A | $53.26万 | 0.01% | 14,790 | 9,054 | 157.8% | $32.60万 | 加仓 |
| RAL | Ralliant Corp | $52.96万 | 0.01% | 7,193 | 1,739 | 31.9% | $12.80万 | 加仓 |
| SNPS | Synopsys Inc | $50.58万 | 0.01% | 1,134 | 222 | 24.3% | $9.90万 | 加仓 |
| MS | Morgan Stanley | $50.46万 | 0.01% | 2,414 | 2,414 | — | $50.46万 | 新建仓 |
| BTSG | Brightspring Health Services I | $49.29万 | 0.01% | 7,068 | 143 | 2.1% | $9,973 | 加仓 |
| C | Citigroup Inc New | $48.97万 | 0.01% | 3,499 | 3,499 | — | $48.97万 | 新建仓 |
| DGII | DIGI INTL INC | $47.96万 | 0.01% | 6,399 | 135 | 2.2% | $1.01万 | 加仓 |
| KEYS | Keysight Technologies Inc | $47.50万 | 0.01% | 1,357 | 110 | 8.8% | $3.85万 | 加仓 |
| — | Costamare Bulkers Holdings Ltd | $46.89万 | 0.01% | 26,700 | 6,223 | 30.4% | $10.93万 | 加仓 |
| ABBV | Abbvie Inc | $46.88万 | 0.01% | 1,863 | 1,863 | — | $46.88万 | 新建仓 |
| EMXC | Ishares Msci Emerging Markets | $46.54万 | 0.01% | 4,549 | -1,111 | -19.6% | -$11.37万 | 减仓 |
| BAC | Bank Of America Corp | $44.86万 | 0.01% | 7,873 | -17,438 | -68.9% | -$99.36万 | 减仓 |
| RNA | Atrium Therapeutics Inc | $44.82万 | 0.01% | 33,320 | 33,320 | — | $44.82万 | 新建仓 |
| ORCL | Oracle Corp | $44.45万 | 0.01% | 3,033 | 1,402 | 86.0% | $20.55万 | 加仓 |
| COHR | Coherent Corp | $43.98万 | 0.01% | 1,115 | 101 | 10.0% | $3.98万 | 加仓 |
| MRP | Millrose Properties Inc Cl A | $41.85万 | 0.01% | 13,927 | 3,465 | 33.1% | $10.41万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $40.27万 | 0.01% | 4,081 | 74 | 1.8% | $7,302 | 加仓 |
| LLYVA | Liberty Live Holdings Inc Ser | $39.92万 | 0.01% | 3,942 | 948 | 31.7% | $9.60万 | 加仓 |
| FISV | Fiserv Inc | $38.28万 | 0.01% | 7,804 | -400 | -4.9% | -$1.96万 | 减仓 |
| SEG | Seagate Entertainment | $38.12万 | 0.01% | 14,330 | 3,395 | 31.0% | $9.03万 | 加仓 |
| CM | Canadian Imp Bank Comm | $37.41万 | 0.01% | 3,253 | 232 | 7.7% | $2.67万 | 加仓 |
| SPMO | Invesco S&P 500 Momentum Etf | $36.93万 | 0.01% | 2,286 | -7 | -0.3% | -$1,131 | 减仓 |
| SOLV | Solventum Corp | $36.35万 | 0.01% | 4,711 | 1,145 | 32.1% | $8.83万 | 加仓 |
| CSTM | Constellium Se Cl A | $35.92万 | 0.01% | 11,272 | 247 | 2.2% | $7,872 | 加仓 |
| WS | Worthington Stl Inc | $35.72万 | 0.01% | 10,638 | 2,609 | 32.5% | $8.76万 | 加仓 |
| ACWI | Ishares Msci Acwi Index Fund | $35.52万 | 0.01% | 2,263 | -14,020 | -86.1% | -$220.07万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR | $33.57万 | 0.01% | 3,699 | 203 | 5.8% | $1.84万 | 加仓 |
| SNOW | Snowflake Inc CL A | $33.34万 | 0.01% | 1,310 | -182 | -12.2% | -$4.63万 | 减仓 |
| GHM | GRAHAM CORP | $33.18万 | 0.01% | 2,680 | -50 | -1.8% | -$6,189 | 减仓 |
| SNX | Td Synnex Corporation | $32.64万 | 0.01% | 1,221 | 1,221 | — | $32.64万 | 新建仓 |
| IWR | Ishares Russell Mid-Cap Etf | $32.57万 | 0.01% | 2,952 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group Inc | $32.36万 | 0.01% | 320 | 320 | — | $32.36万 | 新建仓 |
| RTX | Rtx Corporation Com | $32.33万 | 0.01% | 1,704 | 1,704 | — | $32.33万 | 新建仓 |
| GTX | Garrett Motion Inc | $32.26万 | 0.01% | 8,903 | 8,903 | — | $32.26万 | 新建仓 |
| EZPW | Ezcorp Inc Cl A Non Vtg | $32.21万 | 0.01% | 9,317 | 201 | 2.2% | $6,949 | 加仓 |
| FET | Forum Energy Technologies Inc | $31.85万 | 0.01% | 6,341 | 7 | 0.1% | $352 | 加仓 |
| MAR | Marriott Intl Inc Cl A | $31.83万 | 0.01% | 859 | -587 | -40.6% | -$21.75万 | 重新持有 |
| OSCR | Oscar Health Inc Cl A | $31.39万 | 0.01% | 11,006 | 11,006 | — | $31.39万 | 新建仓 |
| AMTM | Amentum Holdings Inc | $31.16万 | 0.01% | 15,076 | -4,509 | -23.0% | -$9.32万 | 减仓 |
| MICC | Magnum Ice Cream Co Nv Ord | $31.15万 | 0.01% | 17,886 | -1,442 | -7.5% | -$2.51万 | 减仓 |
| SPDW | SPDR Portfolio Developed Word | $30.70万 | 0.01% | 6,092 | 6,092 | — | $30.70万 | 新建仓 |
| MYRG | Myr Group Inc | $30.22万 | 0.01% | 604 | 604 | — | $30.22万 | 新建仓 |
| MCRI | Monarch Casino & Resort Inc | $30.01万 | 0.01% | 2,280 | 2,280 | — | $30.01万 | 新建仓 |
| — | Janus Henderson Grp PLC | $29.60万 | 0.01% | 5,697 | 202 | 3.7% | $1.05万 | 加仓 |
| RELY | Remitly Global Inc | $29.57万 | 0.01% | 13,197 | 13,197 | — | $29.57万 | 新建仓 |
| DHR | Danaher Corporation | $29.01万 | 0.01% | 1,523 | 352 | 30.1% | $6.70万 | 加仓 |
| GVA | Granite Construction Inc | $28.93万 | 0.01% | 1,830 | 1,830 | — | $28.93万 | 新建仓 |
| YOU | Clear Secure Inc Cl A | $28.27万 | 0.01% | 5,072 | 5,072 | — | $28.27万 | 新建仓 |
| GL | Globe Life Inc | $28.05万 | 0.01% | 1,570 | 1,570 | — | $28.05万 | 新建仓 |
| RHLD | Resolute Holdings Mgmt Inc | $28.02万 | 0.01% | 1,939 | 475 | 32.4% | $6.87万 | 加仓 |
| IOT | Samsara Inc Cl A | $28.02万 | 0.01% | 8,639 | 348 | 4.2% | $1.13万 | 加仓 |
| ADBE | Adobe Systems Incorporated | $27.47万 | 0.01% | 1,340 | 1,340 | — | $27.47万 | 新建仓 |
| BA | Boeing Co | $27.38万 | 0.01% | 1,265 | 1,265 | — | $27.38万 | 新建仓 |
| WTS | Watts Water Technologies Inc C | $27.21万 | 0.01% | 695 | 695 | — | $27.21万 | 新建仓 |
| AIZ | ASSURANT INC | $27.04万 | 0.01% | 1,007 | 1,007 | — | $27.04万 | 新建仓 |
| AS | America Sports Inc | $27.03万 | 0.01% | 7,989 | 7,989 | — | $27.03万 | 新建仓 |
| ANAB | Anaptysbio Inc | $26.87万 | 0.01% | 3,981 | -83 | -2.0% | -$5,603 | 减仓 |
| PATH | Uipath Inc Cl A | $26.41万 | 0.01% | 24,300 | 9,934 | 69.1% | $10.80万 | 加仓 |
| EAT | BRINKER INTL INC | $26.41万 | 0.01% | 1,572 | 1,572 | — | $26.41万 | 新建仓 |
| MDB | Mongodb Inc Cl A | $26.27万 | 0.01% | 782 | -111 | -12.4% | -$3.73万 | 减仓 |
| OUT | Outfront Media Inc New | $25.99万 | 0.01% | 7,934 | 7,934 | — | $25.99万 | 新建仓 |
| KRT | Karat Packaging Inc | $25.90万 | 0.01% | 7,742 | 7,742 | — | $25.90万 | 新建仓 |
| CB | Chubb Limited | $25.59万 | 0.01% | 751 | -706 | -48.5% | -$24.06万 | 重新持有 |
| LEA | Lear Corp New | $25.18万 | 0.01% | 1,878 | 1,878 | — | $25.18万 | 新建仓 |
| CL | Colgate Palmolive Co | $24.64万 | 0.01% | 2,688 | -189,748 | -98.6% | -$1,739.61万 | 重新持有 |
| VVX | V2x Inc | $23.81万 | 0.01% | 3,193 | 58 | 1.9% | $4,324 | 加仓 |
| CIEN | Ciena Corp New | $23.30万 | 0.01% | 475 | 475 | — | $23.30万 | 新建仓 |
| MRAM | Everspin Technologies Inc | $22.52万 | 0.01% | 9,313 | 9,313 | — | $22.52万 | 新建仓 |
| AFL | Aflac Inc | $22.31万 | 0.01% | 1,903 | -186,402 | -99.0% | -$2,185.57万 | 减仓 |
| — | Liberty Cap Corp Ser A Gci Gro | $22.30万 | 0.01% | 10,183 | 2,558 | 33.5% | $5.60万 | 加仓 |
| WFC | Wells Fargo Co | $22.05万 | 0.01% | 2,668 | 2,668 | — | $22.05万 | 新建仓 |
| LINC | Lincoln Educational Services C | $21.65万 | 0.01% | 4,338 | 4,338 | — | $21.65万 | 新建仓 |
| NVT | Nvent Electric Plc | $21.15万 | 0.01% | 1,247 | 1,247 | — | $21.15万 | 新建仓 |
| STNG | Scorpio Tankers Inc | $20.36万 | 0.01% | 2,939 | 52 | 1.8% | $3,602 | 加仓 |
| — | Daiwa Secs Grp Inc Sponsored A | $11.34万 | 0.00% | 11,407 | 11,407 | — | $11.34万 | 新建仓 |
| — | L Y Corporation Unsponsored Ad | $5.60万 | 0.00% | 10,548 | 10,548 | — | $5.60万 | 新建仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -67,054 | -100.0% | -$1,584.35万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -36,256 | -100.0% | -$1,567.64万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -294,851 | -100.0% | -$1,166.43万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -68,105 | -100.0% | -$1,106.57万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -258,987 | -100.0% | -$963.95万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -95,501 | -100.0% | -$880.61万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -46,776 | -100.0% | -$837.15万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -132,336 | -100.0% | -$830.41万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -297,035 | -100.0% | -$768.73万 | 清仓 |