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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | $5.05万 | 0.03% | 659 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $4.95万 | 0.03% | 1,022 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $4.87万 | 0.03% | 915 | 428 | 87.9% | $2.28万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $4.87万 | 0.03% | 340 | -78 | -18.7% | -$1.12万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4.85万 | 0.03% | 160 | -117 | -42.2% | -$3.54万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $4.83万 | 0.03% | 675 | -1,323 | -66.2% | -$9.46万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $4.71万 | 0.03% | 251 | 251 | — | $4.71万 | 新建仓 |
| TJX | TJX COS INC NEW | $4.68万 | 0.03% | 309 | 74 | 31.5% | $1.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $4.68万 | 0.03% | 113 | 10 | 9.7% | $4,143 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4.68万 | 0.03% | 50 | 15 | 42.9% | $1.40万 | 加仓 |
| ALL | ALLSTATE CORP | $4.64万 | 0.03% | 195 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $4.58万 | 0.02% | 248 | 120 | 93.8% | $2.22万 | 加仓 |
| — | INVESCO PA VALUE MUN INC TR | $4.50万 | 0.02% | 3,973 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $4.47万 | 0.02% | 580 | -231 | -28.5% | -$1.78万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $4.46万 | 0.02% | 4,215 | 4,215 | — | $4.46万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $4.41万 | 0.02% | 484 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $4.39万 | 0.02% | 197 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $4.27万 | 0.02% | 59 | 44 | 293.3% | $3.18万 | 加仓 |
| COP | CONOCOPHILLIPS | $4.25万 | 0.02% | 409 | -1,401 | -77.4% | -$14.56万 | 减仓 |
| ENB | ENBRIDGE INC | $4.25万 | 0.02% | 784 | 328 | 71.9% | $1.78万 | 加仓 |
| CALF | PACER FDS TR | $4.19万 | 0.02% | 827 | -11 | -1.3% | -$557 | 减仓 |
| HSY | HERSHEY CO | $4.15万 | 0.02% | 237 | 1 | 0.4% | $175 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $4.13万 | 0.02% | 387 | -43 | -10.0% | -$4,585 | 减仓 |
| TEX | TEREX CORP NEW | $4.13万 | 0.02% | 570 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $4.09万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4.08万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $4.01万 | 0.02% | 367 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP | $3.99万 | 0.02% | 279 | 279 | — | $3.99万 | 新建仓 |
| — | EA SERIES TRUST | $3.94万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $3.94万 | 0.02% | 124 | -6 | -4.6% | -$1,905 | 减仓 |
| IXN | ISHARES TR | $3.91万 | 0.02% | 271 | 0 | 0.0% | — | 不变 |
| TPC | TUTOR PERINI CORP | $3.89万 | 0.02% | 469 | -1,583 | -77.1% | -$13.13万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $3.89万 | 0.02% | 204 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3.85万 | 0.02% | 853 | 806 | 1,714.9% | $3.64万 | 加仓 |
| DTE | DTE ENERGY CO | $3.81万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $3.76万 | 0.02% | 617 | -4,609 | -88.2% | -$28.10万 | 减仓 |
| IWM | ISHARES TR | $3.73万 | 0.02% | 124 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $3.71万 | 0.02% | 138 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $3.71万 | 0.02% | 697 | 489 | 235.1% | $2.60万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $3.67万 | 0.02% | 290 | -3 | -1.0% | -$380 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $3.65万 | 0.02% | 1,149 | -49 | -4.1% | -$1,558 | 减仓 |
| WING | WINGSTOP INC | $3.61万 | 0.02% | 208 | -47 | -18.4% | -$8,150 | 减仓 |
| SPYG | SPDR SERIES TRUST | $3.58万 | 0.02% | 301 | 183 | 155.1% | $2.18万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.55万 | 0.02% | 82 | 12 | 17.1% | $5,200 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3.55万 | 0.02% | 96 | -166 | -63.4% | -$6.14万 | 减仓 |
| VO | VANGUARD INDEX FDS | $3.48万 | 0.02% | 432 | 300 | 227.3% | $2.42万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3.48万 | 0.02% | 1,088 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $3.47万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $3.43万 | 0.02% | 337 | 81 | 31.6% | $8,251 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.41万 | 0.02% | 478 | 167 | 53.7% | $1.19万 | 加仓 |
| ICSH | ISHARES TR | $3.39万 | 0.02% | 671 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $3.33万 | 0.02% | 228 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $3.30万 | 0.02% | 1,767 | -180 | -9.2% | -$3,362 | 减仓 |
| MMM | 3M CO | $3.29万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $3.26万 | 0.02% | 395 | -120 | -23.3% | -$9,917 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $3.25万 | 0.02% | 1,455 | 43 | 3.0% | $962 | 加仓 |
| BLK | BLACKROCK INC | $3.17万 | 0.02% | 33 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $3.12万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| MAIR | MADISON AIR SOLUTIONS CORP | $3.12万 | 0.02% | 800 | 800 | — | $3.12万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $3.09万 | 0.02% | 608 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $3.05万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $3.03万 | 0.02% | 196 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $3.01万 | 0.02% | 1,348 | 840 | 165.4% | $1.87万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2.99万 | 0.02% | 134 | 28 | 26.4% | $6,244 | 加仓 |
| EFV | ISHARES TR | $2.99万 | 0.02% | 390 | 18 | 4.8% | $1,378 | 加仓 |
| C | CITIGROUP INC | $2.95万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $2.95万 | 0.02% | 41 | 19 | 86.4% | $1.37万 | 加仓 |
| DIS | DISNEY WALT CO | $2.95万 | 0.02% | 306 | -200 | -39.5% | -$1.93万 | 减仓 |
| IHS | IHS HOLDING LIMITED | $2.93万 | 0.02% | 3,559 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $2.93万 | 0.02% | 282 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $2.90万 | 0.02% | 133 | 62 | 87.3% | $1.35万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $2.88万 | 0.02% | 800 | 800 | — | $2.88万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $2.87万 | 0.02% | 709 | -276 | -28.0% | -$1.12万 | 减仓 |
| — | VERSAMET ROYALTIES CORP | $2.83万 | 0.02% | 2,300 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $2.83万 | 0.02% | 767 | 640 | 503.9% | $2.36万 | 加仓 |
| CVS | CVS HEALTH CORP | $2.80万 | 0.02% | 271 | 1 | 0.4% | $103 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $2.77万 | 0.02% | 88 | 82 | 1,366.7% | $2.58万 | 加仓 |
| AGG | ISHARES TR | $2.73万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $2.71万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $2.71万 | 0.01% | 251 | 118 | 88.7% | $1.27万 | 加仓 |
| UUUU | ENERGY FUELS INC | $2.70万 | 0.01% | 1,862 | 4 | 0.2% | $58 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $2.70万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $2.68万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2.63万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $2.62万 | 0.01% | 510 | 93 | 22.3% | $4,782 | 加仓 |
| IUSB | ISHARES TR | $2.61万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $2.58万 | 0.01% | 119 | 47 | 65.3% | $1.02万 | 加仓 |
| ORCL | ORACLE CORP | $2.56万 | 0.01% | 175 | -30 | -14.6% | -$4,396 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2.55万 | 0.01% | 202 | -146 | -42.0% | -$1.84万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $2.54万 | 0.01% | 315 | -122 | -27.9% | -$9,828 | 减仓 |
| IDEV | ISHARES TR | $2.52万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $2.51万 | 0.01% | 885 | 885 | — | $2.51万 | 新建仓 |
| CDE | COEUR MNG INC | $2.51万 | 0.01% | 1,536 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $2.50万 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $2.50万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $2.49万 | 0.01% | 929 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $2.46万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $2.42万 | 0.01% | 299 | -122 | -29.0% | -$9,869 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $2.41万 | 0.01% | 180 | -266 | -59.6% | -$3.57万 | 减仓 |
| OKTA | OKTA INC | $2.40万 | 0.01% | 176 | 70 | 66.0% | $9,551 | 加仓 |