13F 机构持仓

MCGUIRE CAPITAL ADVISORS INC

BETHANY OK · SEC CIK 0002112006

2026Q22026Q1 更早 9 个季度 🔒
$1.83亿2026Q2 申报市值
910持仓数
45.5%前十大占比 · 第一大 20.3%
121 / 91新建仓 / 清仓
申报市值走势$1.83亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 20.3%
AAPL 3.7%
SMH 3.1%
SPY 2.9%
MU 2.9%
AMD 2.7%
TSLA 2.7%
EXXON MOBIL CO 2.6%
QQQ 2.4%
CAT 2.2%

2026Q2 买入最多 按季末市值估算

SMH 新建仓+$573.93万
AMD 加仓+$395.02万
RMIX 新建仓+$377.06万
NVDA 加仓+$287.51万
QQQ 加仓+$196.25万

2026Q2 卖出最多 按季末市值估算

MSFT 减仓-$324.28万
GOOGL 减仓-$272.18万
TSLA 减仓-$221.03万
OKE 减仓-$194.68万
TIDAL TRUST II 减仓-$192.14万

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
— CARIBOU BIOSCIENCES INC $180.00%10 00.0% — 不变
— VALARIS LTD $250.00%3 3— $25 新建仓
OGN ORGANON & CO $270.00%2 00.0% — 不变
PXH INVESCO EXCH TRADED FD TR II $280.00%1 00.0% — 不变
— NET LEASE OFFICE PROPERTIES $330.00%3 00.0% — 不变
— AIRJOULE TECHNOLOGIES CORP $330.00%6 6— $33 新建仓
ONDS ONDAS INC $410.00%5 -5-50.0% -$41 减仓
— STARFIGHTERS SPACE INC $430.00%8 8— $43 新建仓
URA GLOBAL X FDS $440.00%1 1— $44 新建仓
— TILRAY BRANDS INC $450.00%10 00.0% — 不变
SBRA SABRA HEALTH CARE REIT INC $450.00%2 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $450.00%1 1— $45 新建仓
WY WEYERHAEUSER CO $480.00%2 00.0% — 不变
NVO NOVO-NORDISK A S $480.00%1 00.0% — 不变
— ROCKET ONE INC $500.00%50 50— $50 新建仓
SATL SATELLOGIC INC $510.00%9 9— $51 新建仓
HYBL SSGA ACTIVE TR $560.00%2 00.0% — 不变
— POWERLAW CORP $590.00%4 4— $59 新建仓
— VILLAGE FARMS INTL INC $600.00%30 00.0% — 不变
KD KYNDRYL HLDGS INC $680.00%6 -85-93.4% -$963 减仓
SD SANDRIDGE ENERGY INC $690.00%5 266.7% $28 加仓
ALOY REALLOYS INC $720.00%5 5— $72 新建仓
LADR LADDER CAP CORP $750.00%8 114.3% $9 加仓
LAC LITHIUM AMERS CORP NEW $810.00%21 00.0% — 不变
— AUREUS GREENWAY HLDGS INC $840.00%21 21— $84 新建仓
GOLD GOLD COM INC $840.00%2 2— $84 新建仓
RDW REDWIRE CORPORATION $860.00%7 7— $86 新建仓
VSAT VIASAT INC $900.00%1 1— $90 新建仓
— ORGANIGRAM GLOBAL INC $1020.00%100 00.0% — 不变
FRO FRONTLINE PLC $1040.00%3 3— $104 新建仓
— AMARIN CORP PLC $1120.00%7 00.0% — 不变
UMAC UNUSUAL MACHS INC $1120.00%5 5— $112 新建仓
— SPROTT ETF TRUST $1200.00%2 00.0% — 不变
CPRI CAPRI HOLDINGS LIMITED $1300.00%7 00.0% — 不变
GME GAMESTOP CORP $1320.00%6 00.0% — 不变
JKHY HENRY JACK & ASSOC INC $1380.00%1 00.0% — 不变
— TIDAL TRUST II $1390.00%5 5— $139 新建仓
TPR TAPESTRY INC $1470.00%1 1— $147 新建仓
SCMB SCHWAB STRATEGIC TR $1810.00%7 00.0% — 不变
NAK NORTHERN DYNASTY MINERALS LT $1920.00%100 100— $192 新建仓
DDL DINGDONG CAYMAN LTD $1930.00%100 00.0% — 不变
— AURORA CANNABIS INC $1930.00%69 00.0% — 不变
PLNT PLANET FITNESS MASTER ISSUER $2090.00%4 4— $209 新建仓
— CONTEXT THERAPEUTICS INC $2180.00%393 393— $218 新建仓
DG DOLLAR GEN CORP $2300.00%2 00.0% — 不变
ACHR ARCHER AVIATION INC $2320.00%49 34226.7% $161 加仓
— STRATEGY SHS $2520.00%10 00.0% — 不变
BX BLACKSTONE INC $2540.00%2 00.0% — 不变
ELDN ELEDON PHARMACEUTICALS INC $2600.00%66 00.0% — 不变
ERO ERO COPPER CORP $2680.00%10 10— $268 新建仓
SPMD SPDR SERIES TRUST $2700.00%4 4— $270 新建仓
PPC PILGRIMS PRIDE CORP $3090.00%11 -430-97.5% -$1.21万 减仓
AA ALCOA CORP $3130.00%6 -2,502-99.8% -$13.05万 减仓
EBND SPDR SERIES TRUST $3140.00%15 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $3180.00%12 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $3180.00%1 00.0% — 不变
AMC AMC ENTMT HLDGS INC $3230.00%170 00.0% — 不变
SPCE VIRGIN GALACTIC HOLDINGS INC $3240.00%112 112— $324 新建仓
WIW WESTERN AST INFL LKD OPP & I $3610.00%43 00.0% — 不变
CRON CRONOS GROUP INC $3610.00%130 00.0% — 不变
HAUZ DBX ETF TR $3810.00%17 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $3820.00%5 00.0% — 不变
— IMPERIAL PETE INC $3960.00%86 -813-90.4% -$3,744 减仓
HIG HARTFORD INSURANCE GROUP INC $3980.00%3 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $4220.00%20 00.0% — 不变
TLT ISHARES TR $4320.00%5 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $4380.00%1 00.0% — 不变
WLKP WESTLAKE CHEM PARTNERS LP $4450.00%20 00.0% — 不变
EXP EAGLE MATLS INC $4610.00%2 00.0% — 不变
CLX CLOROX CO DEL $4770.00%5 -22-81.5% -$2,099 减仓
SPYD SPDR SERIES TRUST $4770.00%10 225.0% $95 加仓
VWO VANGUARD INTL EQUITY INDEX F $4780.00%8 7700.0% $418 加仓
VOYG VOYAGER TECHNOLOGIES INC $4840.00%15 00.0% — 不变
DMLP DORCHESTER MINERALS L P $4900.00%19 00.0% — 不变
TDAY USA TODAY CO INC $5040.00%59 00.0% — 不变
FLO FLOWERS FOODS INC $5140.00%65 00.0% — 不变
SOBO SOUTH BOW CORP $5290.00%15 00.0% — 不变
UNM UNUM GROUP $5360.00%6 00.0% — 不变
OGS ONE GAS INC $5410.00%7 240.0% $155 加仓
TDS TELEPHONE & DATA SYS INC $5550.00%15 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $5700.00%9 00.0% — 不变
DLR DIGITAL RLTY TR INC $5710.00%3 00.0% — 不变
TSN TYSON FOODS INC $5720.00%10 -70-87.5% -$4,004 减仓
RING ISHARES INC $5810.00%9 00.0% — 不变
BEN FRANKLIN RESOURCES INC $5960.00%18 00.0% — 不变
AFL AFLAC INC $6110.00%5 00.0% — 不变
CVEO CIVEO CORP CDA $6300.00%18 00.0% — 不变
BLBD BLUE BIRD CORP $6320.00%8 -1,022-99.2% -$8.07万 减仓
VGSH VANGUARD SCOTTSDALE FDS $6400.00%11 00.0% — 不变
SOUN SOUNDHOUND AI INC $6470.00%100 00.0% — 不变
DNOW DNOW INC $6480.00%50 00.0% — 不变
ATEC ALPHATEC HLDGS INC $6490.00%75 00.0% — 不变
— MAMMOTH ENERGY SVCS INC $6500.00%200 200— $650 新建仓
SCHC SCHWAB STRATEGIC TR $6740.00%14 00.0% — 不变
CQQQ INVESCO EXCH TRADED FD TR II $6840.00%12 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $6850.00%8 8— $685 新建仓
TDIV FIRST TR EXCHANGE TRADED FD $6890.00%6 00.0% — 不变
— VANECK ETF TRUST $6940.00%27 00.0% — 不变
DXJ WISDOMTREE TR $6940.00%4 00.0% — 不变
MRNA MODERNA INC $7000.00%10 466.7% $280 加仓