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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc | $6,602.97万 | 1.80% | 174,797 | -14,489 | -7.7% | -$547.32万 | 减仓 |
| NVDA | Nvidia Corporation | $6,282.51万 | 1.71% | 313,984 | 835 | 0.3% | $16.71万 | 加仓 |
| PH | Parker-Hannifin Corp | $5,766.56万 | 1.57% | 58,956 | -3,177 | -5.1% | -$310.75万 | 减仓 |
| TT | Trane Technologies Plc | $5,378.82万 | 1.47% | 109,513 | -5,861 | -5.1% | -$287.87万 | 减仓 |
| LRCX | Lam Research Corp New | $5,142.54万 | 1.40% | 118,675 | 29,850 | 33.6% | $1,293.49万 | 加仓 |
| TSM | Taiwan Semiconductor Mfg Ltd S | $4,933.92万 | 1.35% | 103,313 | -19,632 | -16.0% | -$937.57万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight E | $4,421.61万 | 1.21% | 207,812 | -9,737 | -4.5% | -$207.17万 | 减仓 |
| CAT | Caterpillar Inc | $4,182.61万 | 1.14% | 39,277 | -8,046 | -17.0% | -$856.82万 | 减仓 |
| HWM | Howmet Aerospace Inc | $4,003.84万 | 1.09% | 148,919 | -9,137 | -5.8% | -$245.66万 | 减仓 |
| WSM | Williams Sonoma Inc | $3,780.33万 | 1.03% | 162,177 | -10,383 | -6.0% | -$242.03万 | 减仓 |
| MSFT | Microsoft Corp | $3,619.90万 | 0.99% | 97,043 | 5,386 | 5.9% | $200.91万 | 加仓 |
| CDNS | Cadence Design System Inc | $3,564.04万 | 0.97% | 94,960 | -9,552 | -9.1% | -$358.51万 | 减仓 |
| EOG | Eog Resources Inc | $3,539.76万 | 0.97% | 272,856 | -29,125 | -9.6% | -$377.84万 | 减仓 |
| AMAT | Applied Materials Inc | $3,358.99万 | 0.92% | 46,459 | -4,512 | -8.9% | -$326.22万 | 减仓 |
| APH | Amphenol Corp Cl A | $3,292.46万 | 0.90% | 186,732 | -9,155 | -4.7% | -$161.42万 | 减仓 |
| NTAP | Netapp Inc | $3,242.90万 | 0.88% | 209,544 | -15,766 | -7.0% | -$243.99万 | 减仓 |
| AMP | Ameriprise Financial Inc | $3,121.91万 | 0.85% | 68,051 | -2,361 | -3.4% | -$108.31万 | 减仓 |
| TXN | Texas Instruments Inc | $3,018.85万 | 0.82% | 101,280 | -10,728 | -9.6% | -$319.77万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $3,014.09万 | 0.82% | 84,341 | 1,808 | 2.2% | $64.61万 | 加仓 |
| ZTS | Zoetis Inc Cl A | $2,951.73万 | 0.80% | 410,762 | 163,458 | 66.1% | $1,174.61万 | 加仓 |
| ANET | Arista Networks Inc | $2,932.77万 | 0.80% | 172,638 | -9,967 | -5.5% | -$169.32万 | 减仓 |
| KLAC | Kla Corp New | $2,877.05万 | 0.78% | 95,358 | -7,392 | -7.2% | -$223.02万 | 减仓 |
| JPM | Jpmorgan Chase & Co | $2,846.40万 | 0.78% | 86,958 | 173 | 0.2% | $5.66万 | 加仓 |
| MU | Micron Technology Inc | $2,752.29万 | 0.75% | 23,844 | 1,379 | 6.1% | $159.18万 | 加仓 |
| V | Visa Inc Cl A | $2,743.86万 | 0.75% | 79,975 | -4,609 | -5.4% | -$158.13万 | 减仓 |
| MRK | Merck & Co Inc | $2,727.00万 | 0.74% | 212,218 | -8,074 | -3.7% | -$103.75万 | 减仓 |
| CSCO | Cisco Systems Inc | $2,707.35万 | 0.74% | 230,491 | -44,434 | -16.2% | -$521.92万 | 减仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $2,610.55万 | 0.71% | 73,884 | -3,084 | -4.0% | -$108.97万 | 减仓 |
| LIN | Linde Plc | $2,546.13万 | 0.69% | 49,064 | -2,357 | -4.6% | -$122.31万 | 减仓 |
| LLY | Lilly Eli & Co | $2,507.17万 | 0.68% | 20,903 | 9,638 | 85.6% | $1,156.01万 | 加仓 |
| FDX | Fedex Corp | $2,460.07万 | 0.67% | 78,564 | 3,310 | 4.4% | $103.65万 | 加仓 |
| MRVL | Marvell Technology Inc | $2,447.34万 | 0.67% | 82,156 | 82,156 | — | $2,447.34万 | 新建仓 |
| AMZN | Amazon.Com Inc | $2,362.02万 | 0.64% | 99,103 | 6,827 | 7.4% | $162.71万 | 加仓 |
| PANW | Palo Alto Networks Inc | $2,275.52万 | 0.62% | 66,727 | -6,907 | -9.4% | -$235.54万 | 减仓 |
| PWR | Quanta Services Inc | $2,264.17万 | 0.62% | 31,445 | -1,934 | -5.8% | -$139.26万 | 减仓 |
| JNJ | Johnson & Johnson | $2,255.50万 | 0.61% | 88,810 | -2,093 | -2.3% | -$53.16万 | 减仓 |
| ETN | Eaton Corp Plc | $2,247.83万 | 0.61% | 52,751 | -1,677 | -3.1% | -$71.46万 | 减仓 |
| DGX | Quest Diagnostics Inc | $2,214.77万 | 0.60% | 104,495 | -3,856 | -3.6% | -$81.73万 | 减仓 |
| META | Meta Platforms Inc Cl A | $2,204.44万 | 0.60% | 39,135 | 3,166 | 8.8% | $178.34万 | 加仓 |
| CASY | Caseys General Stores Inc | $2,144.26万 | 0.58% | 26,979 | -1,648 | -5.8% | -$130.98万 | 减仓 |
| WMT | Wal-Mart Inc | $2,110.92万 | 0.58% | 186,379 | 25,148 | 15.6% | $284.83万 | 加仓 |
| FIX | Comfort Systems Usa Inc | $2,101.07万 | 0.57% | 10,601 | -753 | -6.6% | -$149.24万 | 减仓 |
| IRM | Iron Mountain Inc | $2,064.64万 | 0.56% | 163,458 | -9,902 | -5.7% | -$125.07万 | 减仓 |
| PHM | Pulte Group Inc | $2,039.30万 | 0.56% | 148,626 | -8,426 | -5.4% | -$115.61万 | 减仓 |
| RSG | Republic Services Inc | $2,011.13万 | 0.55% | 94,384 | -3,702 | -3.8% | -$78.88万 | 减仓 |
| FLEX | Flex Ltd | $1,983.25万 | 0.54% | 122,370 | -37,063 | -23.2% | -$600.68万 | 减仓 |
| PG | Procter And Gamble Co | $1,903.56万 | 0.52% | 129,812 | -4,787 | -3.6% | -$70.20万 | 减仓 |
| AXP | American Express Co | $1,889.81万 | 0.52% | 55,870 | -2,227 | -3.8% | -$75.33万 | 减仓 |
| AAPL | Apple Inc | $1,865.31万 | 0.51% | 64,463 | 11,543 | 21.8% | $334.01万 | 加仓 |
| PAG | Penske Automotive Group Inc | $1,854.80万 | 0.51% | 103,649 | -3,561 | -3.3% | -$63.72万 | 减仓 |
| MSI | Motorola Solutions Inc New | $1,827.57万 | 0.50% | 44,007 | -2,596 | -5.6% | -$107.81万 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMSINC | $1,814.49万 | 0.49% | 13,126 | -2,599 | -16.5% | -$359.28万 | 减仓 |
| DRI | Darden Restaurants Inc | $1,730.36万 | 0.47% | 83,994 | 83,994 | — | $1,730.36万 | 新建仓 |
| HD | Home Depot Inc | $1,729.90万 | 0.47% | 49,050 | 8,643 | 21.4% | $304.82万 | 加仓 |
| MCK | Mckesson Corp | $1,726.17万 | 0.47% | 22,845 | -572 | -2.4% | -$43.22万 | 减仓 |
| EME | Emcor Group Inc | $1,720.05万 | 0.47% | 20,727 | -1,388 | -6.3% | -$115.18万 | 减仓 |
| LMT | Lockheed Martin Corp | $1,718.51万 | 0.47% | 33,732 | -8,004 | -19.2% | -$407.77万 | 减仓 |
| GRMN | Garmin Ltd | $1,688.84万 | 0.46% | 71,097 | -3,948 | -5.3% | -$93.78万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $1,678.77万 | 0.46% | 28,899 | 497 | 1.7% | $28.87万 | 加仓 |
| T | At&T Inc | $1,674.26万 | 0.46% | 808,820 | -201,794 | -20.0% | -$417.71万 | 减仓 |
| CME | Cme Group Inc | $1,670.87万 | 0.46% | 75,663 | -1,802 | -2.3% | -$39.79万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B Ne | $1,650.64万 | 0.45% | 32,987 | -699 | -2.1% | -$34.98万 | 减仓 |
| COR | Cencora Inc Com | $1,595.27万 | 0.43% | 56,374 | -2,450 | -4.2% | -$69.33万 | 减仓 |
| BX | Blackstone Inc | $1,572.56万 | 0.43% | 133,642 | -2,531 | -1.9% | -$29.78万 | 减仓 |
| VYMI | Vanguard International High Di | $1,555.46万 | 0.42% | 158,397 | 25,563 | 19.2% | $251.03万 | 加仓 |
| WAB | Westinghouse Air Brake Technol | $1,548.18万 | 0.42% | 57,425 | -3,637 | -6.0% | -$98.05万 | 减仓 |
| AMG | Affiliated Managers Group Inc | $1,538.13万 | 0.42% | 45,453 | 22,261 | 96.0% | $753.31万 | 加仓 |
| EXE | Expand Energy Corporation Com | $1,528.80万 | 0.42% | 167,650 | 137,816 | 461.9% | $1,256.74万 | 加仓 |
| MNST | Monster Beverage Corp | $1,504.75万 | 0.41% | 156,549 | -9,471 | -5.7% | -$91.04万 | 减仓 |
| FTNT | Fortinet Inc | $1,502.65万 | 0.41% | 97,816 | -33,070 | -25.3% | -$508.02万 | 减仓 |
| TOL | Toll Brothers Inc | $1,482.68万 | 0.40% | 89,996 | 508 | 0.6% | $8.37万 | 加仓 |
| IQV | Iqvia Holdings Inc | $1,467.43万 | 0.40% | 75,946 | -4,488 | -5.6% | -$86.72万 | 减仓 |
| MTZ | Mastec Inc | $1,461.37万 | 0.40% | 35,124 | -19,880 | -36.1% | -$827.13万 | 减仓 |
| COST | Costco Wholesale Corp | $1,458.83万 | 0.40% | 15,595 | 297 | 1.9% | $27.78万 | 加仓 |
| MA | Mastercard Incorporated Cl A | $1,457.91万 | 0.40% | 28,386 | -417 | -1.4% | -$21.42万 | 减仓 |
| CVX | Chevron Corp | $1,452.92万 | 0.40% | 87,652 | -2,754 | -3.0% | -$45.65万 | 减仓 |
| ELV | Elevance Health Inc | $1,443.39万 | 0.39% | 37,323 | 444 | 1.2% | $17.17万 | 加仓 |
| TROW | Price T Rowe Group Inc | $1,417.09万 | 0.39% | 124,645 | -3,371 | -2.6% | -$38.32万 | 减仓 |
| EWI | Ishares Msci Italy Etf | $1,415.74万 | 0.39% | 238,984 | 62,646 | 35.5% | $371.11万 | 加仓 |
| SF | STIFEL FINANCIAL CORP | $1,410.92万 | 0.38% | 202,225 | -2,147 | -1.1% | -$14.98万 | 减仓 |
| SBAC | Sba Communications Corp Cl A | $1,399.05万 | 0.38% | 79,284 | -2,327 | -2.9% | -$41.06万 | 减仓 |
| SNA | Snap On Inc | $1,395.24万 | 0.38% | 34,673 | 9,780 | 39.3% | $393.55万 | 加仓 |
| NOBL | ProShares S&P 500 Dividend Ari | $1,384.30万 | 0.38% | 246,492 | 234,474 | 1,951.0% | $1,316.81万 | 加仓 |
| KR | Kroger Co | $1,377.20万 | 0.38% | 248,010 | -8,567 | -3.3% | -$47.57万 | 减仓 |
| JBL | Jabil Inc | $1,373.79万 | 0.37% | 35,639 | -3,081 | -8.0% | -$118.76万 | 减仓 |
| PCAR | Paccar Inc | $1,371.67万 | 0.37% | 114,192 | -107,213 | -48.4% | -$1,287.84万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GRP | $1,369.83万 | 0.37% | 157,379 | -8,607 | -5.2% | -$74.92万 | 减仓 |
| ASX | Ase Technology Holding Co Ltd | $1,361.57万 | 0.37% | 301,766 | -85,345 | -22.0% | -$385.08万 | 减仓 |
| UMC | United Microelectronics Corp S | $1,360.84万 | 0.37% | 500,125 | -410,291 | -45.1% | -$1,116.40万 | 减仓 |
| FTI | Technipfmc Plc | $1,330.72万 | 0.36% | 200,712 | -9,796 | -4.7% | -$64.95万 | 减仓 |
| IR | Ingersoll Rand Inc | $1,324.24万 | 0.36% | 161,512 | -10,016 | -5.8% | -$82.12万 | 减仓 |
| CI | Cigna Group Com | $1,323.59万 | 0.36% | 48,012 | -363 | -0.8% | -$10.01万 | 减仓 |
| EWP | Ishares Msci Spain Etf | $1,322.06万 | 0.36% | 222,606 | 56,610 | 34.1% | $336.21万 | 加仓 |
| BLK | Blackrock Inc | $1,310.89万 | 0.36% | 13,633 | 3,881 | 39.8% | $373.18万 | 加仓 |
| PEP | Pepsico Inc | $1,308.65万 | 0.36% | 96,651 | -2,185 | -2.2% | -$29.58万 | 减仓 |
| CPAY | Corpay Inc | $1,293.89万 | 0.35% | 38,824 | 955 | 2.5% | $31.83万 | 加仓 |
| IWS | Ishares Russell Mid-Cap Value | $1,289.76万 | 0.35% | 78,357 | 75,964 | 3,174.4% | $1,250.37万 | 加仓 |
| SYY | Sysco Corp | $1,287.37万 | 0.35% | 154,028 | -5,126 | -3.2% | -$42.84万 | 减仓 |
| EWZ | ISHARES MSCI BRAZIL CAPPED IND | $1,259.04万 | 0.34% | 364,938 | 8,354 | 2.3% | $28.82万 | 加仓 |
| SPOT | Spotify Technology Sa | $1,258.75万 | 0.34% | 27,416 | -637 | -2.3% | -$29.25万 | 减仓 |