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 |
|---|---|---|---|---|---|---|---|---|
| ZIM | ZIM INTEGRATED SHIPPING SERV | $2.39万 | 0.01% | 919 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $2.38万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $2.38万 | 0.01% | 47 | 47 | — | $2.38万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $2.34万 | 0.01% | 82 | 82 | — | $2.34万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $2.32万 | 0.01% | 1,200 | 1,200 | — | $2.32万 | 新建仓 |
| IEMG | ISHARES INC | $2.27万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $2.26万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $2.23万 | 0.01% | 1,101 | 0 | 0.0% | — | 不变 |
| GROY | GOLD ROYALTY CORP | $2.21万 | 0.01% | 8,000 | 500 | 6.7% | $1,380 | 加仓 |
| TFC | TRUIST FINL CORP | $2.12万 | 0.01% | 425 | 1 | 0.2% | $50 | 加仓 |
| — | VIRTUS TOTAL RETURN FD INC | $2.09万 | 0.01% | 3,059 | 68 | 2.3% | $464 | 加仓 |
| RKLB | ROCKET LAB CORP | $2.05万 | 0.01% | 202 | 2 | 1.0% | $203 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $2.04万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $2.01万 | 0.01% | 2,136 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $2.00万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHS TR | $2.00万 | 0.01% | 1,935 | -12,354 | -86.5% | -$12.75万 | 减仓 |
| PSX | PHILLIPS 66 | $1.99万 | 0.01% | 118 | -1,479 | -92.6% | -$25.00万 | 减仓 |
| WULF | TERAWULF INC | $1.98万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| EQX | EQUINOX GOLD CORP | $1.94万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $1.94万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $1.90万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $1.90万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.89万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $1.87万 | 0.01% | 146 | -485 | -76.9% | -$6.21万 | 减仓 |
| F | FORD MTR CO | $1.87万 | 0.01% | 1,345 | 219 | 19.4% | $3,044 | 加仓 |
| ECL | ECOLAB INC | $1.87万 | 0.01% | 67 | 39 | 139.3% | $1.09万 | 加仓 |
| IBDU | ISHARES TR | $1.85万 | 0.01% | 800 | 800 | — | $1.85万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $1.83万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.83万 | 0.01% | 317 | 3 | 1.0% | $174 | 加仓 |
| MBB | ISHARES TR | $1.83万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $1.79万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| HAFN | HAFNIA LTD | $1.76万 | 0.01% | 2,649 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $1.75万 | 0.01% | 176 | -294 | -62.6% | -$2.93万 | 减仓 |
| APH | AMPHENOL CORP | $1.71万 | 0.01% | 97 | 44 | 83.0% | $7,758 | 加仓 |
| NOW | SERVICENOW INC | $1.71万 | 0.01% | 172 | 116 | 207.1% | $1.15万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1.70万 | 0.01% | 86 | 86 | — | $1.70万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $1.69万 | 0.01% | 337 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $1.68万 | 0.01% | 700 | -500 | -41.7% | -$1.20万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.68万 | 0.01% | 22 | 21 | 2,100.0% | $1.60万 | 加仓 |
| FAST | FASTENAL CO | $1.67万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $1.67万 | 0.01% | 162 | 162 | — | $1.67万 | 新建仓 |
| IAI | ISHARES TR | $1.67万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.66万 | 0.01% | 39 | 17 | 77.3% | $7,244 | 加仓 |
| SGOV | ISHARES TR | $1.66万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $1.66万 | 0.01% | 196 | -33 | -14.4% | -$2,791 | 减仓 |
| — | VOLATILITY SHS TR | $1.65万 | 0.01% | 1,443 | -431 | -23.0% | -$4,918 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $1.63万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.61万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $1.61万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $1.59万 | 0.01% | 1,055 | -19 | -1.8% | -$286 | 减仓 |
| LAES | SEALSQ CORP | $1.58万 | 0.01% | 5,017 | 15 | 0.3% | $47 | 加仓 |
| MDT | MEDTRONIC PLC | $1.57万 | 0.01% | 201 | 51 | 34.0% | $3,990 | 加仓 |
| EOG | EOG RES INC | $1.56万 | 0.01% | 120 | -4 | -3.2% | -$519 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1.55万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.52万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $1.52万 | 0.01% | 100 | -24 | -19.4% | -$3,654 | 减仓 |
| EWL | ISHARES INC | $1.52万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $1.51万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $1.51万 | 0.01% | 71 | -11 | -13.4% | -$2,339 | 减仓 |
| IHF | ISHARES TR | $1.50万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $1.50万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $1.49万 | 0.01% | 85 | -22 | -20.6% | -$3,867 | 减仓 |
| DC | DAKOTA GOLD CORP | $1.49万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $1.47万 | 0.01% | 59 | 22 | 59.5% | $5,464 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $1.46万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.46万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $1.45万 | 0.01% | 176 | 122 | 225.9% | $1.01万 | 加仓 |
| IWV | ISHARES TR | $1.45万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.45万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $1.45万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $1.44万 | 0.01% | 284 | 284 | — | $1.44万 | 新建仓 |
| WAB | WABTEC | $1.44万 | 0.01% | 53 | 43 | 430.0% | $1.17万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $1.43万 | 0.01% | 18 | 15 | 500.0% | $1.19万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1.42万 | 0.01% | 47 | 40 | 571.4% | $1.21万 | 加仓 |
| SE | SEA LTD | $1.42万 | 0.01% | 148 | 47 | 46.5% | $4,504 | 加仓 |
| IBDT | ISHARES TR | $1.41万 | 0.01% | 560 | 535 | 2,140.0% | $1.35万 | 加仓 |
| IVW | ISHARES TR | $1.40万 | 0.01% | 102 | 102 | — | $1.40万 | 新建仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $1.39万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.39万 | 0.01% | 136 | 43 | 46.2% | $4,394 | 加仓 |
| CHAT | TIDAL TRUST II | $1.39万 | 0.01% | 141 | 58 | 69.9% | $5,707 | 加仓 |
| NUTX | NUTEX HEALTH INC | $1.38万 | 0.01% | 81 | -1,970 | -96.1% | -$33.67万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.35万 | 0.01% | 100 | -1 | -1.0% | -$135 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1.34万 | 0.01% | 511 | 320 | 167.5% | $8,394 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1.34万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.34万 | 0.01% | 46 | -13 | -22.0% | -$3,778 | 减仓 |
| ELF | E L F BEAUTY INC | $1.32万 | 0.01% | 179 | 179 | — | $1.32万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1.30万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.29万 | 0.01% | 298 | 95 | 46.8% | $4,102 | 加仓 |
| ROKU | ROKU INC | $1.28万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| DAAQ | DIGITAL ASSET ACQUISITION CO | $1.28万 | 0.01% | 1,235 | 600 | 94.5% | $6,228 | 加仓 |
| RBLX | ROBLOX CORP | $1.27万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $1.27万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $1.27万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $1.27万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.27万 | 0.01% | 22 | 9 | 69.2% | $5,190 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $1.26万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $1.26万 | 0.01% | 40 | 30 | 300.0% | $9,446 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $1.25万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1.24万 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $1.24万 | 0.01% | 163 | 46 | 39.3% | $3,498 | 加仓 |