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 |
|---|---|---|---|---|---|---|---|---|
| VIV | TELEFONICA BRASIL SA | $16.80万 | 0.09% | 12,764 | -554 | -4.2% | -$7,291 | 减仓 |
| — | INNOVATOR ETFS TRUST | $16.79万 | 0.09% | 8,661 | 8,661 | — | $16.79万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $16.57万 | 0.09% | 5,651 | 5,621 | 18,736.7% | $16.49万 | 加仓 |
| BCS | BARCLAYS PLC | $16.36万 | 0.09% | 6,092 | 1,084 | 21.6% | $2.91万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $16.34万 | 0.09% | 768 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $16.04万 | 0.09% | 2,610 | -32 | -1.2% | -$1,966 | 重新持有 |
| DNN | DENISON MINES CORP | $15.23万 | 0.08% | 49,781 | 49,781 | — | $15.23万 | 新建仓 |
| KO | COCA COLA CO | $14.94万 | 0.08% | 1,838 | -605 | -24.8% | -$4.92万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $14.25万 | 0.08% | 4,260 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $14.21万 | 0.08% | 1,990 | -33 | -1.6% | -$2,356 | 减仓 |
| MO | ALTRIA GROUP INC | $13.89万 | 0.08% | 1,930 | 172 | 9.8% | $1.24万 | 加仓 |
| CR | CRANE COMPANY | $13.76万 | 0.08% | 617 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $13.74万 | 0.07% | 403 | 57 | 16.5% | $1.94万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $13.56万 | 0.07% | 3,435 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $13.49万 | 0.07% | 211 | 211 | — | $13.49万 | 新建仓 |
| INCY | INCYTE CORP | $13.22万 | 0.07% | 1,166 | -3,811 | -76.6% | -$43.20万 | 减仓 |
| MRK | MERCK & CO INC | $13.17万 | 0.07% | 1,025 | -1,960 | -65.7% | -$25.19万 | 减仓 |
| MSTR | STRATEGY INC | $13.16万 | 0.07% | 1,514 | -157 | -9.4% | -$1.36万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $13.06万 | 0.07% | 1,601 | -5,291 | -76.8% | -$43.16万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $12.97万 | 0.07% | 1,705 | -782 | -31.4% | -$5.95万 | 减仓 |
| ALLY | ALLY FINL INC | $12.89万 | 0.07% | 2,805 | -4,137 | -59.6% | -$19.01万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $12.81万 | 0.07% | 708 | -20 | -2.7% | -$3,618 | 减仓 |
| ITOT | ISHARES TR | $12.60万 | 0.07% | 767 | 4 | 0.5% | $657 | 加仓 |
| ENFR | ALPS ETF TR | $12.25万 | 0.07% | 3,214 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $12.16万 | 0.07% | 3,834 | 41 | 1.1% | $1,300 | 加仓 |
| BIL | SPDR SERIES TRUST | $11.99万 | 0.07% | 1,308 | 1,265 | 2,941.9% | $11.59万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $11.97万 | 0.07% | 2,828 | 165 | 6.2% | $6,986 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $11.83万 | 0.06% | 2,630 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $11.80万 | 0.06% | 923 | -90 | -8.9% | -$1.15万 | 减仓 |
| TILE | INTERFACE INC | $11.68万 | 0.06% | 3,258 | 3,258 | — | $11.68万 | 新建仓 |
| MCD | MCDONALDS CORP | $11.48万 | 0.06% | 425 | -21 | -4.7% | -$5,672 | 减仓 |
| ECO | OKEANIS ECO TANKERS COR | $11.45万 | 0.06% | 2,285 | 2,285 | — | $11.45万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $11.36万 | 0.06% | 1,319 | 737 | 126.6% | $6.35万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $11.15万 | 0.06% | 3,790 | 5 | 0.1% | $147 | 加仓 |
| SHLD | GLOBAL X FDS | $11.08万 | 0.06% | 1,856 | -377 | -16.9% | -$2.25万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $10.95万 | 0.06% | 746 | 83 | 12.5% | $1.22万 | 加仓 |
| INTC | INTEL CORP | $10.86万 | 0.06% | 778 | 151 | 24.1% | $2.11万 | 加仓 |
| HAPN | HAPPEN INC | $10.76万 | 0.06% | 5,187 | 4,991 | 2,546.4% | $10.35万 | 加仓 |
| RTX | RTX CORPORATION | $10.65万 | 0.06% | 561 | 50 | 9.8% | $9,492 | 加仓 |
| TGT | TARGET CORP | $10.37万 | 0.06% | 794 | 43 | 5.7% | $5,616 | 加仓 |
| KB | KB FINL GROUP INC | $10.36万 | 0.06% | 987 | -3 | -0.3% | -$315 | 减仓 |
| HUT | HUT 8 CORP | $10.36万 | 0.06% | 897 | -4,226 | -82.5% | -$48.79万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $10.25万 | 0.06% | 3,587 | 3,587 | — | $10.25万 | 新建仓 |
| VICI | VICI PPTYS INC | $10.13万 | 0.06% | 3,815 | -1,002 | -20.8% | -$2.66万 | 减仓 |
| GNW | GENWORTH FINL INC | $9.79万 | 0.05% | 10,337 | -11,431 | -52.5% | -$10.83万 | 减仓 |
| LAUR | LAUREATE ED INC | $9.70万 | 0.05% | 2,671 | -298 | -10.0% | -$1.08万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $9.65万 | 0.05% | 481 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $9.59万 | 0.05% | 618 | -6 | -1.0% | -$931 | 减仓 |
| ARM | ARM HOLDINGS PLC | $9.57万 | 0.05% | 270 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $9.51万 | 0.05% | 3,490 | -133 | -3.7% | -$3,622 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $9.10万 | 0.05% | 3,050 | -295 | -8.8% | -$8,806 | 减仓 |
| RGLD | ROYAL GOLD INC | $9.10万 | 0.05% | 456 | -150 | -24.8% | -$2.99万 | 减仓 |
| WRB | BERKLEY W R CORP | $8.78万 | 0.05% | 1,244 | -12 | -1.0% | -$847 | 减仓 |
| PFE | PFIZER INC | $8.49万 | 0.05% | 3,528 | 20 | 0.6% | $482 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $8.35万 | 0.05% | 2,988 | 871 | 41.1% | $2.43万 | 加仓 |
| URI | UNITED RENTALS INC | $8.27万 | 0.05% | 73 | 3 | 4.3% | $3,399 | 加仓 |
| NRG | NRG ENERGY INC | $8.25万 | 0.05% | 565 | -56 | -9.0% | -$8,179 | 减仓 |
| SKYW | SKYWEST INC | $7.81万 | 0.04% | 786 | -1,035 | -56.8% | -$10.28万 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $7.65万 | 0.04% | 4,422 | -2,198 | -33.2% | -$3.80万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $7.44万 | 0.04% | 220 | -22 | -9.1% | -$7,440 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $7.34万 | 0.04% | 1,490 | 1,357 | 1,020.3% | $6.69万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $7.20万 | 0.04% | 1,525 | 1,525 | — | $7.20万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $7.14万 | 0.04% | 2,380 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $7.10万 | 0.04% | 293 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $7.05万 | 0.04% | 521 | 52 | 11.1% | $7,035 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $7.03万 | 0.04% | 110 | 32 | 41.0% | $2.04万 | 加仓 |
| MS | MORGAN STANLEY | $6.92万 | 0.04% | 331 | 36 | 12.2% | $7,525 | 加仓 |
| EZPW | EZCORP INC | $6.89万 | 0.04% | 1,992 | 1,032 | 107.5% | $3.57万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $6.87万 | 0.04% | 1,340 | 1 | 0.1% | $51 | 加仓 |
| LLY | ELI LILLY & CO | $6.84万 | 0.04% | 57 | 10 | 21.3% | $1.20万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $6.82万 | 0.04% | 2,630 | -70 | -2.6% | -$1,817 | 减仓 |
| LOW | LOWES COS INC | $6.79万 | 0.04% | 308 | 19 | 6.6% | $4,189 | 加仓 |
| DE | DEERE & CO | $6.79万 | 0.04% | 107 | -5 | -4.5% | -$3,172 | 减仓 |
| MDB | MONGODB INC | $6.72万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $6.69万 | 0.04% | 756 | 756 | — | $6.69万 | 新建仓 |
| CNC | CENTENE CORP DEL | $6.57万 | 0.04% | 1,024 | 1,003 | 4,776.2% | $6.44万 | 加仓 |
| CMI | CUMMINS INC | $6.42万 | 0.04% | 90 | 43 | 91.5% | $3.07万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $6.42万 | 0.03% | 2,005 | -357 | -15.1% | -$1.14万 | 减仓 |
| BAC | BANK OF AMER CORP | $6.39万 | 0.03% | 1,122 | -166 | -12.9% | -$9,460 | 减仓 |
| STM | STMICROELECTRONICS N V | $6.37万 | 0.03% | 850 | 350 | 70.0% | $2.62万 | 加仓 |
| CLS | CELESTICA INC | $6.31万 | 0.03% | 173 | 97 | 127.6% | $3.54万 | 加仓 |
| MELI | MERCADOLIBRE INC | $6.28万 | 0.03% | 37 | 4 | 12.1% | $6,790 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $6.28万 | 0.03% | 855 | -81 | -8.7% | -$5,946 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $6.08万 | 0.03% | 550 | -128 | -18.9% | -$1.42万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $5.88万 | 0.03% | 1,950 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $5.81万 | 0.03% | 1,372 | 1,372 | — | $5.81万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $5.71万 | 0.03% | 1,133 | 812 | 253.0% | $4.09万 | 加仓 |
| PULS | PGIM ETF TR | $5.60万 | 0.03% | 1,131 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $5.54万 | 0.03% | 441 | -133 | -23.2% | -$1.67万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $5.52万 | 0.03% | 1,454 | 1,454 | — | $5.52万 | 新建仓 |
| IXUS | ISHARES TR | $5.50万 | 0.03% | 576 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $5.39万 | 0.03% | 480 | -570 | -54.3% | -$6.40万 | 减仓 |
| GOVT | ISHARES TR | $5.33万 | 0.03% | 2,338 | -52 | -2.2% | -$1,185 | 减仓 |
| COWZ | PACER FDS TR | $5.33万 | 0.03% | 856 | -350 | -29.0% | -$2.18万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $5.17万 | 0.03% | 130 | 28 | 27.5% | $1.11万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5.13万 | 0.03% | 1,516 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $5.11万 | 0.03% | 582 | 291 | 100.0% | $2.55万 | 加仓 |
| ARKX | ARK ETF TR | $5.10万 | 0.03% | 1,495 | 27 | 1.8% | $921 | 加仓 |
| IVV | ISHARES TR | $5.09万 | 0.03% | 68 | 45 | 195.7% | $3.37万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $5.09万 | 0.03% | 837 | 571 | 214.7% | $3.47万 | 加仓 |