MCGUIRE CAPITAL ADVISORS INC
BETHANY OK · SEC CIK 0002112006
$1.56亿2026Q1 申报市值
868持仓数
47.2%前十大占比 · 第一大 19.2%
83 / 152新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TSLA 加仓+$326.06万
NVDA 加仓+$315.05万
MSFT 加仓+$294.13万
GOOGL 加仓+$213.87万
SPY 加仓+$205.88万
2026Q1 卖出最多 按季末市值估算
TIDAL TRUST II 减仓-$1,250.90万
SLV 减仓-$98.75万
TIDAL TRUST II 减仓-$82.37万
GOOG 减仓-$62.50万
OKE 减仓-$57.84万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LUNR | INTUITIVE MACHINES INC | $9,930 | 0.01% | 535 | 535 | — | $9,930 | 新建仓 |
| MTB | M & T BK CORP | $9,923 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $9,906 | 0.01% | 211 | -1 | -0.5% | -$47 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP | $9,842 | 0.01% | 350 | 150 | 75.0% | $4,218 | 加仓 |
| USHY | ISHARES TR | $9,799 | 0.01% | 266 | -305 | -53.4% | -$1.12万 | 减仓 |
| PAYX | PAYCHEX INC | $9,765 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $9,620 | 0.01% | 99 | 13 | 15.1% | $1,263 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $9,604 | 0.01% | 20 | -98 | -83.1% | -$4.71万 | 减仓 |
| DOCU | DOCUSIGN INC | $9,482 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $9,477 | 0.01% | 33 | -16 | -32.7% | -$4,595 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $9,382 | 0.01% | 200 | -20 | -9.1% | -$938 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $9,340 | 0.01% | 462 | 4 | 0.9% | $81 | 加仓 |
| MC | MOELIS & CO | $9,291 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $9,196 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $9,182 | 0.01% | 203 | 88 | 76.5% | $3,980 | 加仓 |
| EVRG | EVERGY INC | $9,114 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $9,061 | 0.01% | 155 | 155 | — | $9,061 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $8,994 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $8,987 | 0.01% | 130 | 130 | — | $8,987 | 新建仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $8,872 | 0.01% | 963 | 38 | 4.1% | $350 | 加仓 |
| ROKU | ROKU INC | $8,800 | 0.01% | 93 | 82 | 745.5% | $7,759 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $8,651 | 0.01% | 66 | 3 | 4.8% | $393 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $8,604 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| — | XTI AEROSPACE INC | $8,518 | 0.01% | 4,115 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $8,516 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $8,496 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $8,364 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $8,352 | 0.01% | 118 | -97 | -45.1% | -$6,866 | 减仓 |
| OKTA | OKTA INC | $8,343 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $8,332 | 0.01% | 93 | 78 | 520.0% | $6,988 | 加仓 |
| SMR | NUSCALE PWR CORP | $8,303 | 0.01% | 766 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $8,158 | 0.01% | 1,392 | 39 | 2.9% | $229 | 加仓 |
| CCI | CROWN CASTLE INC | $8,131 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $7,959 | 0.01% | 58 | -5 | -7.9% | -$686 | 减仓 |
| LIN | LINDE PLC | $7,932 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $7,925 | 0.01% | 6 | 4 | 200.0% | $5,283 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $7,908 | 0.01% | 288 | 8 | 2.9% | $220 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $7,901 | 0.01% | 180 | 2 | 1.1% | $88 | 加仓 |
| ETN | EATON CORP PLC | $7,869 | 0.01% | 22 | 18 | 450.0% | $6,438 | 加仓 |
| — | EDESA BIOTECH INC | $7,845 | 0.01% | 1,500 | 1,500 | — | $7,845 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $7,843 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $7,839 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $7,786 | 0.00% | 1,209 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $7,653 | 0.00% | 743 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $7,653 | 0.00% | 13 | 12 | 1,200.0% | $7,064 | 加仓 |
| TAC | TRANSALTA CORP | $7,585 | 0.00% | 579 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $7,571 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $7,550 | 0.00% | 186 | -156 | -45.6% | -$6,332 | 减仓 |
| EC | ECOPETROL S A | $7,495 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $7,449 | 0.00% | 28 | 24 | 600.0% | $6,385 | 加仓 |
| SPSM | SPDR SERIES TRUST | $7,441 | 0.00% | 154 | 154 | — | $7,441 | 新建仓 |
| — | INVESCO VALUE MUN INCOME TR | $7,439 | 0.00% | 612 | 6 | 1.0% | $73 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $7,418 | 0.00% | 148 | -162 | -52.3% | -$8,120 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $7,400 | 0.00% | 39 | -81 | -67.5% | -$1.54万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $7,371 | 0.00% | 182 | -167 | -47.9% | -$6,764 | 减仓 |
| MAIN | MAIN STR CAP CORP | $7,361 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $7,309 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $7,185 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $7,115 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $7,112 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR ETFS TRUST | $7,098 | 0.00% | 133 | -79 | -37.3% | -$4,216 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $7,053 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $7,002 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $6,923 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $6,903 | 0.00% | 900 | 900 | — | $6,903 | 新建仓 |
| EQT | EQT CORP | $6,862 | 0.00% | 108 | -50 | -31.6% | -$3,177 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $6,856 | 0.00% | 589 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $6,822 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6,719 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $6,697 | 0.00% | 53 | 34 | 178.9% | $4,296 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $6,660 | 0.00% | 41 | 38 | 1,266.7% | $6,173 | 加仓 |
| DAAQ | DIGITAL ASSET ACQUISITION CO | $6,502 | 0.00% | 635 | 635 | — | $6,502 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $6,444 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | ISHARES U S ETF TR | $6,432 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| — | SEMRUSH HLDGS INC | $6,340 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $6,326 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $6,277 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $6,164 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| — | OWLET INC | $6,117 | 0.00% | 1,190 | 1,190 | — | $6,117 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $6,077 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $6,025 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $5,910 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $5,906 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $5,903 | 0.00% | 60 | -2 | -3.2% | -$197 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $5,901 | 0.00% | 170 | 100 | 142.9% | $3,471 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $5,901 | 0.00% | 45 | 41 | 1,025.0% | $5,376 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $5,889 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $5,889 | 0.00% | 154 | 154 | — | $5,889 | 新建仓 |
| EQIX | EQUINIX INC | $5,881 | 0.00% | 6 | 5 | 500.0% | $4,901 | 加仓 |
| NOW | SERVICENOW INC | $5,855 | 0.00% | 56 | -22 | -28.2% | -$2,300 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $5,853 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $5,846 | 0.00% | 311 | 2 | 0.6% | $38 | 加仓 |
| IAU | ISHARES GOLD TR | $5,819 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $5,790 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $5,667 | 0.00% | 90 | 90 | — | $5,667 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $5,658 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $5,615 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $5,551 | 0.00% | 14 | 13 | 1,300.0% | $5,154 | 加仓 |
| NB | NIOCORP DEVS LTD | $5,464 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $5,445 | 0.00% | 27 | -32 | -54.2% | -$6,453 | 减仓 |