13F 机构持仓

MCGUIRE CAPITAL ADVISORS INC

BETHANY OK · SEC CIK 0002112006

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.83亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 20.3%
AAPL 3.7%
SMH 3.1%
SPY 2.9%
MU 2.9%
AMD 2.7%
TSLA 2.7%
EXXON MOBIL CO 2.6%
QQQ 2.4%
CAT 2.2%

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
— EDESA BIOTECH INC $1.22万0.01%1,500 00.0% — 不变
— DIMENSIONAL ETF TRUST $1.22万0.01%274 00.0% — 不变
OIS OIL STS INTL INC $1.20万0.01%1,499 00.0% — 不变
ASML ASML HLDG NV $1.19万0.01%6 00.0% — 不变
— DAWSON GEOPHYSICAL CO NEW $1.19万0.01%2,000 2,000— $1.19万 新建仓
STRT STRATTEC SEC CORP $1.18万0.01%145 -64-30.6% -$5,213 减仓
NOBL PROSHARES TR $1.18万0.01%210 00.0% — 不变
TRV TRAVELERS COMPANIES INC $1.16万0.01%35 00.0% — 不变
LUNR INTUITIVE MACHINES INC $1.14万0.01%535 00.0% — 不变
MTB M & T BK CORP $1.14万0.01%48 00.0% — 不变
B BARRICK MNG CORP $1.14万0.01%310 -38-10.9% -$1,396 减仓
SOXQ INVESCO EXCH TRADED FD TR II $1.13万0.01%101 00.0% — 不变
OOMA OOMA INC $1.12万0.01%585 585— $1.12万 新建仓
SII SPROTT INC $1.12万0.01%100 00.0% — 不变
CL COLGATE PALMOLIVE CO $1.12万0.01%122 -10-7.6% -$920 减仓
OR OR ROYALTIES INC. $1.11万0.01%350 00.0% — 不变
IETC ISHARES U S ETF TR $1.11万0.01%103 54110.2% $5,797 加仓
NFRA FLEXSHARES TR $1.10万0.01%171 00.0% — 不变
PPTA PERPETUA RESOURCES CORP $1.09万0.01%525 17550.0% $3,633 加仓
BLOK AMPLIFY ETF TR $1.09万0.01%174 5242.6% $3,257 加仓
SCHH SCHWAB STRATEGIC TR $1.09万0.01%460 4442,775.0% $1.05万 加仓
KOMP SPDR SERIES TRUST $1.09万0.01%152 89141.3% $6,364 加仓
DXCM DEXCOM INC $1.08万0.01%161 7689.4% $5,118 加仓
— WARNER BROS DISCOVERY INC $1.07万0.01%401 11339.2% $3,013 加仓
MC MOELIS & CO $1.07万0.01%163 00.0% — 不变
XRAY DENTSPLY SIRONA INC $1.06万0.01%1,000 00.0% — 不变
MEDP MEDPACE HLDGS INC $1.06万0.01%20 00.0% — 不变
AIS TIDAL TRUST III $1.06万0.01%124 124— $1.06万 新建仓
EQIX EQUINIX INC $1.04万0.01%10 466.7% $4,170 加仓
PAYX PAYCHEX INC $1.04万0.01%106 00.0% — 不变
NKE NIKE INC $1.03万0.01%250 -1,550-86.1% -$6.36万 减仓
EMLC VANECK ETF TRUST $1.02万0.01%401 00.0% — 不变
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $1.02万0.01%992 293.0% $299 加仓
— TIDAL TRUST II $1.01万0.01%1,000 -69,550-98.6% -$70.25万 减仓
EXR EXTRA SPACE STORAGE INC $1.00万0.01%69 2453.3% $3,487 加仓
MET METLIFE INC $9,9920.01%118 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $9,9020.01%20 18900.0% $8,912 加仓
USHY ISHARES TR $9,8470.01%266 00.0% — 不变
WCN WASTE CONNECTIONS INC $9,8350.01%59 1843.9% $3,001 加仓
IBDX ISHARES TR $9,8240.01%390 390— $9,824 新建仓
CECO CECO ENVIRONMENTAL CORP $9,7090.01%107 107— $9,709 新建仓
WF WOORI FINL GROUP INC $9,7010.01%169 -111-39.6% -$6,372 减仓
— DIREXION SHARES ETF TRUST $9,7000.01%292 00.0% — 不变
CTAS CINTAS CORP $9,6950.01%57 2578.1% $4,252 加仓
MRSH MARSH & MCLENNAN COS INC $9,6670.01%58 00.0% — 不变
EVRG EVERGY INC $9,6260.01%111 00.0% — 不变
IBDV ISHARES TR $9,5920.01%440 440— $9,592 新建仓
YUM YUM BRANDS INC $9,5010.01%59 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $9,4850.01%104 00.0% — 不变
IBDW ISHARES TR $9,3780.01%450 450— $9,378 新建仓
EMR EMERSON ELEC CO $9,3050.01%65 00.0% — 不变
NTCT NETSCOUT SYS INC $9,1890.01%211 211— $9,189 新建仓
EAT BRINKER INTL INC $9,0720.00%54 -48-47.1% -$8,064 减仓
DOCU DOCUSIGN INC $8,8840.00%200 00.0% — 不变
SPSM SPDR SERIES TRUST $8,8810.00%154 00.0% — 不变
TXNM TXNM ENERGY INC $8,8010.00%155 00.0% — 不变
LOUP INNOVATOR ETFS TRUST $8,7720.00%89 2539.1% $2,464 加仓
BKR BAKER HUGHES COMPANY $8,7690.00%158 6977.5% $3,830 加仓
QTUM ETF SER SOLUTIONS $8,7650.00%53 920.5% $1,488 加仓
— GRAYSCALE COINDESK CRYPTO $8,7090.00%330 00.0% — 不变
VDE VANGUARD WORLD FD $8,7080.00%58 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $8,6850.00%182 21.1% $95 加仓
FTI TECHNIPFMC PLC $8,6190.00%130 00.0% — 不变
HON HONEYWELL INTL INC $8,5080.00%38 38— $8,508 新建仓
AEP AMERICAN ELEC PWR CO INC $8,4820.00%62 -4-6.1% -$547 减仓
DGX QUEST DIAGNOSTICS INC $8,4780.00%40 00.0% — 不变
IVE ISHARES TR $8,4010.00%37 37— $8,401 新建仓
HONA HONEYWELL AEROSPACE INC $8,4010.00%38 38— $8,401 新建仓
GFI GOLD FIELDS LTD $8,3980.00%250 250— $8,398 新建仓
— FIRST TR EXCHNG TRADED FD VI $8,3720.00%737 14825.1% $1,681 加仓
CAH CARDINAL HEALTH INC $8,3150.00%35 -49-58.3% -$1.16万 减仓
LIN LINDE PLC $8,3030.00%16 00.0% — 不变
CTVA CORTEVA INC $8,2150.00%97 1214.1% $1,016 加仓
Q QNITY ELECTRONICS INC $8,1660.00%50 613.6% $980 加仓
JBL JABIL INC $8,0950.00%21 15250.0% $5,782 重新持有
SNPS SYNOPSYS INC $8,0290.00%18 428.6% $1,784 加仓
DNP DNP SELECT INCOME FD INC $8,0170.00%743 00.0% — 不变
NU NU HLDGS LTD $8,0160.00%600 10020.0% $1,336 加仓
— CATALYST PHARMACEUTICALS INC $7,9830.00%254 254— $7,983 新建仓
XETYX EATON VANCE TAX-MANAGED DIVE $7,9820.00%549 00.0% — 不变
NAT NORDIC AMERICAN TANKERS LIMI $7,9760.00%1,440 483.4% $266 加仓
SRE SEMPRA $7,9730.00%86 -13-13.1% -$1,205 减仓
XLRE SELECT SECTOR SPDR TR $7,8810.00%179 00.0% — 不变
IBRX IMMUNITYBIO INC $7,8800.00%900 00.0% — 不变
— INVESCO VALUE MUN INCOME TR $7,8660.00%618 61.0% $76 加仓
UBER UBER TECHNOLOGIES INC $7,8650.00%109 -429-79.7% -$3.10万 减仓
MTCH MATCH GROUP INC NEW $7,8380.00%206 00.0% — 不变
CPNG COUPANG INC $7,8160.00%450 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $7,7760.00%200 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $7,7650.00%32 00.0% — 不变
NBIS NEBIUS GROUP N.V. $7,7330.00%28 00.0% — 不变
SPMO INVESCO EXCH TRADED FD TR II $7,5920.00%47 -45-48.9% -$7,269 减仓
CCI CROWN CASTLE INC $7,5730.00%100 00.0% — 不变
DASH DOORDASH INC $7,5660.00%41 34485.7% $6,274 加仓
TMUS T-MOBILE US INC $7,5480.00%45 -21-31.8% -$3,522 减仓
— INNOVATOR ETFS TRUST $7,4590.00%245 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $7,4540.00%89 -56-38.6% -$4,690 减仓
— XTI AEROSPACE INC $7,4480.00%4,115 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $7,4260.00%174 94117.5% $4,012 加仓
GSY INVESCO ACTIVELY MANAGED EXC $7,4220.00%148 00.0% — 不变