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 |
|---|---|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -217,172 | -100.0% | -$695.17万 | 清仓 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -63,525 | -100.0% | -$687.47万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -177,930 | -100.0% | -$625.25万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -154,831 | -100.0% | -$584.64万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -42,780 | -100.0% | -$578.51万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -198,340 | -100.0% | -$569.43万 | 清仓 |
| SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | -30,461 | -100.0% | -$522.77万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -46,368 | -100.0% | -$522.38万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -33,342 | -100.0% | -$510.47万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -133,788 | -100.0% | -$455.15万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -48,269 | -100.0% | -$453.10万 | 清仓 |
| DUSB | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -65,525 | -100.0% | -$332.28万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -16,217 | -100.0% | -$316.77万 | 清仓 |
| DEM | WISDOMTREE TR | $0 | 0.00% | 0 | -62,890 | -100.0% | -$312.50万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -99,304 | -100.0% | -$301.09万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -31,600 | -100.0% | -$299.00万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -60,062 | -100.0% | -$280.67万 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -45,564 | -100.0% | -$269.28万 | 清仓 |
| SHOO | MADDEN STEVEN LTD | $0 | 0.00% | 0 | -69,335 | -100.0% | -$235.18万 | 清仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $0 | 0.00% | 0 | -45,493 | -100.0% | -$214.45万 | 清仓 |
| APOG | APOGEE ENTERPRISES INC | $0 | 0.00% | 0 | -62,829 | -100.0% | -$210.73万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -34,368 | -100.0% | -$203.70万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -8,536 | -100.0% | -$178.47万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -35,948 | -100.0% | -$164.71万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -3,632 | -100.0% | -$147.92万 | 清仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -42,051 | -100.0% | -$139.10万 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -108,511 | -100.0% | -$117.63万 | 清仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -10,606 | -100.0% | -$115.99万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -17,667 | -100.0% | -$99.94万 | 清仓 |
| PSIX | POWER SOLUTIONS INTL INC | $0 | 0.00% | 0 | -15,927 | -100.0% | -$96.96万 | 清仓 |
| CUZ | COUSINS PPTYS INC | $0 | 0.00% | 0 | -38,255 | -100.0% | -$86.34万 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -22,816 | -100.0% | -$74.68万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -18,796 | -100.0% | -$72.21万 | 清仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $0 | 0.00% | 0 | -9,059 | -100.0% | -$50.11万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -2,932 | -100.0% | -$32.94万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -3,189 | -100.0% | -$29.97万 | 清仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $0 | 0.00% | 0 | -11,011 | -100.0% | -$28.90万 | 清仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -3,318 | -100.0% | -$28.83万 | 清仓 |
| CMRE | COSTAMARE INC | $0 | 0.00% | 0 | -16,667 | -100.0% | -$28.17万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | -5,894 | -100.0% | -$28.07万 | 清仓 |
| ORN | ORION GROUP HLDGS INC | $0 | 0.00% | 0 | -25,429 | -100.0% | -$27.72万 | 清仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $0 | 0.00% | 0 | -10,576 | -100.0% | -$27.64万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,984 | -100.0% | -$26.88万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -3,625 | -100.0% | -$26.53万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -328 | -100.0% | -$25.92万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -4,119 | -100.0% | -$25.46万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -4,248 | -100.0% | -$24.93万 | 清仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $0 | 0.00% | 0 | -3,997 | -100.0% | -$24.85万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,890 | -100.0% | -$24.76万 | 清仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $0 | 0.00% | 0 | -5,443 | -100.0% | -$24.70万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -1,509 | -100.0% | -$23.19万 | 清仓 |
| ANGI | ANGI INC | $0 | 0.00% | 0 | -33,464 | -100.0% | -$22.92万 | 清仓 |
| FHI | FEDERATED HERMES INC | $0 | 0.00% | 0 | -3,873 | -100.0% | -$21.96万 | 清仓 |
| DBD | DIEBOLD NIXDORF INC | $0 | 0.00% | 0 | -2,885 | -100.0% | -$21.76万 | 清仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $0 | 0.00% | 0 | -1,776 | -100.0% | -$21.40万 | 清仓 |
| INBX | INHIBRX BIOSCIENCES INC | $0 | 0.00% | 0 | -3,163 | -100.0% | -$21.26万 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | -5,630 | -100.0% | -$20.94万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -3,320 | -100.0% | -$20.87万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -600 | -100.0% | -$20.64万 | 清仓 |
| UFCS | UNITED FIRE GROUP INC | $0 | 0.00% | 0 | -5,515 | -100.0% | -$20.44万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -8,408 | -100.0% | -$20.35万 | 清仓 |
| OPFI | OPPFI INC | $0 | 0.00% | 0 | -10,908 | -100.0% | -$8.41万 | 清仓 |