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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $5,858.60万 | 1.79% | 189,286 | -15,837 | -7.7% | -$490.17万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $5,562.36万 | 1.70% | 62,133 | -10,936 | -15.0% | -$979.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,461.32万 | 1.67% | 313,149 | -3,765 | -1.2% | -$65.66万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $4,808.08万 | 1.47% | 115,374 | -3,775 | -3.2% | -$157.32万 | 减仓 |
| EOG | EOG RES INC | $4,365.74万 | 1.34% | 301,981 | 11,862 | 4.1% | $171.49万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,175.20万 | 1.28% | 217,549 | 212,819 | 4,499.3% | $4,084.42万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,154.93万 | 1.27% | 122,945 | -33,539 | -21.4% | -$1,133.45万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $3,642.56万 | 1.12% | 158,056 | -19,252 | -10.9% | -$443.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,392.87万 | 1.04% | 91,657 | -5,342 | -5.5% | -$197.74万 | 减仓 |
| CAT | CATERPILLAR INC | $3,352.65万 | 1.03% | 47,323 | -8,307 | -14.9% | -$588.52万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $3,146.28万 | 0.96% | 172,560 | -25,393 | -12.8% | -$462.99万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $3,129.11万 | 0.96% | 70,412 | 3,240 | 4.8% | $143.99万 | 加仓 |
| T | AT&T INC | $2,929.77万 | 0.90% | 1,010,614 | -17,860 | -1.7% | -$51.78万 | 减仓 |
| ZTS | ZOETIS INC | $2,923.39万 | 0.90% | 247,304 | 44,563 | 22.0% | $526.78万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,904.07万 | 0.89% | 104,512 | -16,671 | -13.8% | -$463.24万 | 减仓 |
| FDX | FEDEX CORP | $2,680.40万 | 0.82% | 75,254 | -13,113 | -14.8% | -$467.06万 | 减仓 |
| MRK | MERCK & CO INC | $2,649.89万 | 0.81% | 220,292 | -16,677 | -7.0% | -$200.61万 | 减仓 |
| PCAR | PACCAR INC | $2,557.22万 | 0.78% | 221,405 | -15,804 | -6.7% | -$182.54万 | 减仓 |
| V | VISA INC | $2,556.47万 | 0.78% | 84,584 | 21,672 | 34.4% | $655.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,552.87万 | 0.78% | 86,785 | -2,422 | -2.7% | -$71.25万 | 减仓 |
| LIN | LINDE PLC | $2,549.25万 | 0.78% | 51,421 | -8,331 | -13.9% | -$413.02万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,522.48万 | 0.77% | 41,736 | -4,629 | -10.0% | -$279.77万 | 减仓 |
| APH | AMPHENOL CORP | $2,475.03万 | 0.76% | 195,887 | -8,858 | -4.3% | -$111.92万 | 减仓 |
| GOOGL | ALPHABET INC | $2,373.32万 | 0.73% | 82,533 | -8,018 | -8.9% | -$230.57万 | 减仓 |
| NTAP | NETAPP INC | $2,306.94万 | 0.71% | 225,310 | -17,889 | -7.4% | -$183.17万 | 减仓 |
| CME | CME GROUP INC | $2,287.93万 | 0.70% | 77,465 | 12,758 | 19.7% | $376.81万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,242.02万 | 0.69% | 182,605 | -4,451 | -2.4% | -$54.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,222.03万 | 0.68% | 90,903 | 12,160 | 15.4% | $297.24万 | 加仓 |
| GOOG | ALPHABET INC | $2,207.91万 | 0.68% | 76,968 | -9,388 | -10.9% | -$269.30万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,174.52万 | 0.67% | 112,008 | -8,275 | -6.9% | -$160.65万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $2,148.28万 | 0.66% | 98,086 | -6,208 | -6.0% | -$135.97万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,134.11万 | 0.65% | 107,653 | -61,492 | -36.4% | -$1,219.02万 | 减仓 |
| CSCO | CISCO SYS INC | $2,133.14万 | 0.65% | 274,925 | 445 | 0.2% | $3.45万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $2,123.46万 | 0.65% | 108,351 | 4,287 | 4.1% | $84.02万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $2,083.64万 | 0.64% | 28,627 | 18,517 | 183.2% | $1,347.78万 | 加仓 |
| AFL | AFLAC INC | $2,065.89万 | 0.63% | 188,305 | -9,954 | -5.0% | -$109.21万 | 减仓 |
| META | META PLATFORMS INC | $2,057.90万 | 0.63% | 35,969 | 1,881 | 5.5% | $107.62万 | 加仓 |
| MCK | MCKESSON CORP | $2,026.42万 | 0.62% | 23,417 | -173 | -0.7% | -$14.97万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,022.43万 | 0.62% | 46,603 | 5,106 | 12.3% | $221.59万 | 加仓 |
| WMT | WALMART INC | $2,003.77万 | 0.61% | 161,231 | -2,089 | -1.3% | -$25.96万 | 减仓 |
| ETN | EATON CORP PLC | $1,946.73万 | 0.60% | 54,428 | -6,953 | -11.3% | -$248.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,944.15万 | 0.60% | 134,599 | 9,044 | 7.2% | $130.63万 | 加仓 |
| AMZN | AMAZON COM INC | $1,921.83万 | 0.59% | 92,276 | 9,092 | 10.9% | $189.36万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,897.83万 | 0.58% | 88,825 | -2,294 | -2.5% | -$49.01万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,870.50万 | 0.57% | 90,406 | -3,778 | -4.0% | -$78.17万 | 减仓 |
| KR | KROGER CO | $1,856.59万 | 0.57% | 256,577 | -739 | -0.3% | -$5.35万 | 减仓 |
| COR | CENCORA INC | $1,847.90万 | 0.57% | 58,824 | -6,436 | -9.9% | -$202.18万 | 减仓 |
| PHM | PULTE GROUP INC | $1,847.09万 | 0.57% | 157,052 | -13,741 | -8.0% | -$161.61万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,832.57万 | 0.56% | 33,379 | -10,306 | -23.6% | -$565.82万 | 减仓 |
| IRM | IRON MTN INC DEL | $1,770.70万 | 0.54% | 173,360 | -21,780 | -11.2% | -$222.46万 | 减仓 |
| MTZ | MASTEC INC | $1,769.70万 | 0.54% | 55,004 | -9,842 | -15.2% | -$316.66万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,757.33万 | 0.54% | 58,097 | -2,827 | -4.6% | -$85.51万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,742.14万 | 0.53% | 50,971 | -12,750 | -20.0% | -$435.78万 | 减仓 |
| GRMN | GARMIN LTD | $1,741.12万 | 0.53% | 75,045 | -106,739 | -58.7% | -$2,476.45万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,719.30万 | 0.53% | 15,725 | -138 | -0.9% | -$15.09万 | 减仓 |
| EME | EMCOR GROUP INC | $1,632.74万 | 0.50% | 22,115 | -1,406 | -6.0% | -$103.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,614.23万 | 0.49% | 33,686 | -1,389 | -4.0% | -$66.56万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1,603.00万 | 0.49% | 107,210 | -41,719 | -28.0% | -$623.78万 | 减仓 |
| LOW | LOWES COS INC | $1,584.35万 | 0.49% | 67,054 | 2,497 | 3.9% | $59.00万 | 加仓 |
| INTU | INTUIT | $1,567.64万 | 0.48% | 36,256 | 1,463 | 4.2% | $63.26万 | 加仓 |
| BX | BLACKSTONE INC | $1,565.85万 | 0.48% | 136,173 | -5,038 | -3.6% | -$57.93万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1,565.71万 | 0.48% | 11,354 | -17,003 | -60.0% | -$2,344.70万 | 减仓 |
| PEP | PEPSICO INC | $1,534.82万 | 0.47% | 98,836 | 10,864 | 12.3% | $168.71万 | 加仓 |
| WAB | WABTEC | $1,526.00万 | 0.47% | 61,062 | -9,633 | -13.6% | -$240.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,524.30万 | 0.47% | 15,298 | 2,674 | 21.2% | $266.44万 | 加仓 |
| KLAC | KLA CORP | $1,512.90万 | 0.46% | 10,275 | -1,754 | -14.6% | -$258.26万 | 减仓 |
| SF | STIFEL FINL CORP | $1,510.72万 | 0.46% | 204,372 | -969 | -0.5% | -$7.16万 | 减仓 |
| FTI | TECHNIPFMC PLC | $1,455.24万 | 0.45% | 210,508 | 210,508 | — | $1,455.24万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $1,451.39万 | 0.44% | 699,465 | 164,421 | 30.7% | $341.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,439.17万 | 0.44% | 28,803 | -874 | -2.9% | -$43.67万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1,404.61万 | 0.43% | 81,611 | 5,325 | 7.0% | $91.65万 | 加仓 |
| ROL | ROLLINS INC | $1,396.61万 | 0.43% | 261,489 | -30,586 | -10.5% | -$163.36万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $1,391.20万 | 0.43% | 205,890 | -13,444 | -6.1% | -$90.84万 | 减仓 |
| IR | INGERSOLL RAND INC | $1,374.28万 | 0.42% | 171,528 | -18,207 | -9.6% | -$145.87万 | 减仓 |
| IQV | IQVIA HLDGS INC | $1,371.72万 | 0.42% | 80,434 | 40,217 | 100.0% | $685.86万 | 加仓 |
| EWZ | ISHARES INC | $1,368.93万 | 0.42% | 356,584 | 38,919 | 12.3% | $149.41万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,360.32万 | 0.42% | 28,053 | -7,348 | -20.8% | -$356.31万 | 减仓 |
| AAPL | APPLE INC | $1,343.07万 | 0.41% | 52,920 | 5,174 | 10.8% | $131.31万 | 加仓 |
| HD | HOME DEPOT INC | $1,328.95万 | 0.41% | 40,407 | 3,737 | 10.2% | $122.91万 | 加仓 |
| CI | THE CIGNA GROUP | $1,290.40万 | 0.40% | 48,375 | 4,808 | 11.0% | $128.25万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,269.71万 | 0.39% | 146,533 | -4,909 | -3.2% | -$42.54万 | 减仓 |
| — | EXXON MOBIL CORP | $1,264.38万 | 0.39% | 74,525 | -7,127 | -8.7% | -$120.92万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,251.83万 | 0.38% | 132,834 | 39,805 | 42.8% | $375.12万 | 加仓 |
| TOL | TOLL BROTHERS INC | $1,221.24万 | 0.37% | 89,488 | 9,992 | 12.6% | $136.36万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,211.76万 | 0.37% | 166,496 | 166,496 | — | $1,211.76万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,202.98万 | 0.37% | 166,020 | -13,167 | -7.3% | -$95.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,180.50万 | 0.36% | 73,634 | 7,572 | 11.5% | $121.39万 | 加仓 |
| ITT | ITT INC | $1,174.91万 | 0.36% | 61,666 | -4,302 | -6.5% | -$81.97万 | 减仓 |
| — | GLOBAL X FDS | $1,166.43万 | 0.36% | 294,851 | 19,464 | 7.1% | $77.00万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1,153.94万 | 0.35% | 128,016 | 2,130 | 1.7% | $19.20万 | 加仓 |
| NFLX | NETFLIX INC. | $1,140.58万 | 0.35% | 118,625 | -18,015 | -13.2% | -$173.21万 | 减仓 |
| SYY | SYSCO CORP | $1,135.25万 | 0.35% | 159,154 | -7,340 | -4.4% | -$52.36万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,133.66万 | 0.35% | 53,419 | -2,206 | -4.0% | -$46.82万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,113.27万 | 0.34% | 165,986 | 63,993 | 62.7% | $429.20万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1,109.45万 | 0.34% | 143,842 | 14,921 | 11.6% | $115.09万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,106.57万 | 0.34% | 68,105 | 68,105 | — | $1,106.57万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $1,105.33万 | 0.34% | 151,956 | 13,499 | 9.7% | $98.19万 | 加仓 |
| CPAY | CORPAY INC | $1,101.95万 | 0.34% | 37,869 | 16,586 | 77.9% | $482.64万 | 加仓 |
| RIO | RIO TINTO PLC | $1,099.27万 | 0.34% | 117,834 | 8,943 | 8.2% | $83.43万 | 加仓 |
| B | BARRICK MNG CORP | $1,088.86万 | 0.33% | 267,263 | 127,542 | 91.3% | $519.62万 | 加仓 |