MCGUIRE CAPITAL ADVISORS INC
BETHANY OK · SEC CIK 0002112006
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $1,847 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $1,850 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $1,853 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $1,860 | 0.00% | 12 | -13 | -52.0% | -$2,015 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,871 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $1,922 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1,956 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1,972 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $1,997 | 0.00% | 250 | 1 | 0.4% | $8 | 加仓 |
| USMV | ISHARES TR | $2,026 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $2,036 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2,076 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $2,108 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2,129 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $2,148 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC | $2,161 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | EON RESOURCES INC | $2,208 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $2,214 | 0.00% | 592 | 0 | 0.0% | — | 不变 |
| USO | UNITED STS OIL FD LP | $2,235 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $2,251 | 0.00% | 22 | 22 | — | $2,251 | 新建仓 |
| IDCC | INTERDIGITAL INC | $2,265 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $2,317 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENGR CORP | $2,330 | 0.00% | 101 | 1 | 1.0% | $23 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $2,332 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | MIND TECHNOLOGY INC | $2,360 | 0.00% | 500 | 500 | — | $2,360 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,395 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $2,423 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $2,450 | 0.00% | 8 | 8 | — | $2,450 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,484 | 0.00% | 5 | -18 | -78.3% | -$8,942 | 减仓 |
| AGNC | AGNC INVT CORP | $2,489 | 0.00% | 228 | 4 | 1.8% | $44 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $2,539 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $2,566 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $2,581 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CIG | CIA ENERGETICA DE MINAS GERA | $2,604 | 0.00% | 1,240 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $2,604 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $2,604 | 0.00% | 164 | 1 | 0.6% | $16 | 加仓 |
| CXT | CRANE NXT CO | $2,609 | 0.00% | 51 | -135 | -72.6% | -$6,906 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,627 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $2,627 | 0.00% | 75 | 75 | — | $2,627 | 新建仓 |
| EFAV | ISHARES TR | $2,631 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2,634 | 0.00% | 326 | -5,000 | -93.9% | -$4.04万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $2,634 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | PULSENMORE LTD | $2,655 | 0.00% | 500 | 500 | — | $2,655 | 新建仓 |
| RUM | RUM GROUP INC | $2,675 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $2,679 | 0.00% | 104 | -17 | -14.0% | -$438 | 减仓 |
| TWLO | TWILIO INC | $2,682 | 0.00% | 13 | -66 | -83.5% | -$1.36万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,697 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $2,708 | 0.00% | 275 | 2 | 0.7% | $20 | 加仓 |
| TAC | TRANSALTA CORP | $2,752 | 0.00% | 199 | -380 | -65.6% | -$5,255 | 减仓 |
| QYLD | GLOBAL X FDS | $2,774 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $2,775 | 0.00% | 140 | 100 | 250.0% | $1,982 | 加仓 |
| SLB | SLB LIMITED | $2,789 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | SIDUS SPACE INC | $2,810 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | LONGEVERON INC | $2,812 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $2,818 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2,829 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2,830 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $2,881 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| LTC | LTC PPTYS INC | $2,884 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $2,921 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $2,940 | 0.00% | 500 | 500 | — | $2,940 | 新建仓 |
| — | SPDR SERIES TRUST | $2,988 | 0.00% | 25 | 25 | — | $2,988 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $3,000 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $3,059 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP | $3,114 | 0.00% | 1,120 | -20 | -1.8% | -$56 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,135 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $3,149 | 0.00% | 48 | 48 | — | $3,149 | 新建仓 |
| IWY | ISHARES TR | $3,197 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $3,245 | 0.00% | 357 | -1,160 | -76.5% | -$1.05万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $3,276 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $3,339 | 0.00% | 100 | 100 | — | $3,339 | 新建仓 |
| NASA | TEMA ETF TRUST | $3,372 | 0.00% | 111 | 111 | — | $3,372 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $3,385 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $3,408 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $3,420 | 0.00% | 21 | -37 | -63.8% | -$6,026 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $3,444 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $3,446 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3,479 | 0.00% | 201 | 201 | — | $3,479 | 新建仓 |
| — | GLOBAL X FDS | $3,507 | 0.00% | 66 | 66 | — | $3,507 | 新建仓 |
| RMD | RESMED INC | $3,508 | 0.00% | 18 | -75 | -80.6% | -$1.46万 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $3,560 | 0.00% | 460 | -300 | -39.5% | -$2,322 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $3,571 | 0.00% | 65 | -194 | -74.9% | -$1.07万 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $3,630 | 0.00% | 500 | 500 | — | $3,630 | 新建仓 |
| KEX | KIRBY CORP | $3,671 | 0.00% | 27 | 27 | — | $3,671 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,724 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $3,732 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $3,733 | 0.00% | 30 | 16 | 114.3% | $1,991 | 重新持有 |
| SHEL | SHELL PLC | $3,799 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MTA | METALLA RTY & STREAMING LTD | $3,805 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3,840 | 0.00% | 25 | -11 | -30.6% | -$1,690 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,860 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $3,865 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,897 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $3,910 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $3,930 | 0.00% | 308 | -1 | -0.3% | -$13 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $3,963 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $4,002 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $4,023 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $4,034 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $4,094 | 0.00% | 141 | 131 | 1,310.0% | $3,804 | 加仓 |