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 |
|---|---|---|---|---|---|---|---|---|
| — | TRUMP MEDIA & TECHNOLOGY GRO | $7,420 | 0.00% | 2,326 | 0 | 0.0% | — | 不变 |
| ULST | SSGA ACTIVE ETF TR | $7,357 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| — | SKY QUARRY INC | $7,340 | 0.00% | 2,000 | 2,000 | — | $7,340 | 新建仓 |
| — | VALKYRIE ETF TRUST II | $7,316 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $7,302 | 0.00% | 156 | -55 | -26.1% | -$2,574 | 减仓 |
| MAIN | MAIN STR CAP CORP | $7,211 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| EC | ECOPETROL S A | $7,120 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR ETFS TRUST | $7,082 | 0.00% | 120 | -13 | -9.8% | -$767 | 减仓 |
| KGC | KINROSS GOLD CORP | $6,968 | 0.00% | 295 | 180 | 156.5% | $4,252 | 加仓 |
| — | THEMES ETF TR | $6,961 | 0.00% | 154 | 154 | — | $6,961 | 新建仓 |
| IBDY | ISHARES TR | $6,951 | 0.00% | 270 | 270 | — | $6,951 | 新建仓 |
| DEC | DIVERSIFIED ENERGY CO | $6,930 | 0.00% | 500 | 500 | — | $6,930 | 新建仓 |
| SMR | NUSCALE PWR CORP | $6,881 | 0.00% | 686 | -80 | -10.4% | -$802 | 减仓 |
| — | ADVISORSHARES TR | $6,878 | 0.00% | 286 | 286 | — | $6,878 | 新建仓 |
| — | PROSHARES TR | $6,871 | 0.00% | 269 | 269 | — | $6,871 | 新建仓 |
| ARKG | ARK ETF TR | $6,856 | 0.00% | 163 | 163 | — | $6,856 | 新建仓 |
| — | TIDAL TRUST II | $6,838 | 0.00% | 222 | 222 | — | $6,838 | 新建仓 |
| — | OWLET INC | $6,831 | 0.00% | 1,190 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $6,824 | 0.00% | 160 | 160 | — | $6,824 | 新建仓 |
| XBI | SPDR SERIES TRUST | $6,805 | 0.00% | 43 | 43 | — | $6,805 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $6,671 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $6,667 | 0.00% | 35 | 13 | 59.1% | $2,476 | 重新持有 |
| PSMT | PRICESMART INC | $6,642 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $6,639 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $6,603 | 0.00% | 105 | 4 | 4.0% | $252 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $6,450 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $6,402 | 0.00% | 26 | -42 | -61.8% | -$1.03万 | 减仓 |
| CAVA | CAVA GROUP INC | $6,278 | 0.00% | 80 | 80 | — | $6,278 | 新建仓 |
| BN | BROOKFIELD CORP | $6,176 | 0.00% | 145 | 145 | — | $6,176 | 新建仓 |
| USAR | USA RARE EARTH INC | $6,158 | 0.00% | 285 | 10 | 3.6% | $216 | 加仓 |
| VB | VANGUARD INDEX FDS | $6,062 | 0.00% | 20 | 16 | 400.0% | $4,850 | 加仓 |
| MCK | MCKESSON CORP | $6,045 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $5,970 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $5,904 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $5,874 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $5,818 | 0.00% | 314 | 3 | 1.0% | $56 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $5,808 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $5,807 | 0.00% | 94 | -1,019 | -91.6% | -$6.30万 | 减仓 |
| IVZ | INVESCO LTD | $5,806 | 0.00% | 220 | -9,118 | -97.6% | -$24.06万 | 减仓 |
| EQT | EQT CORP | $5,749 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $5,741 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $5,657 | 0.00% | 266 | 3 | 1.1% | $64 | 加仓 |
| PPL | PPL CORP | $5,646 | 0.00% | 155 | 1 | 0.6% | $36 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $5,645 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $5,637 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $5,510 | 0.00% | 13 | 13 | — | $5,510 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $5,435 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $5,399 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| — | NN INC | $5,385 | 0.00% | 1,500 | 1,500 | — | $5,385 | 新建仓 |
| METC | RAMACO RES INC | $5,371 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $5,360 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $5,352 | 0.00% | 58 | -84 | -59.2% | -$7,751 | 减仓 |
| CRH | CRH PLC | $5,350 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $5,295 | 0.00% | 37 | 30 | 428.6% | $4,293 | 加仓 |
| MGK | VANGUARD WORLD FD | $5,275 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $5,245 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $5,236 | 0.00% | 99 | 99 | — | $5,236 | 新建仓 |
| KINS | KINGSTONE COS INC | $5,195 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $5,104 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $5,093 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $5,088 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | GEOSPACE TECHNOLOGIES CORP | $5,078 | 0.00% | 750 | 750 | — | $5,078 | 新建仓 |
| VLTO | VERALTO CORP | $5,055 | 0.00% | 57 | 57 | — | $5,055 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $5,038 | 0.00% | 52 | -64 | -55.2% | -$6,201 | 减仓 |
| OSIS | OSI SYSTEMS INC | $5,030 | 0.00% | 23 | -104 | -81.9% | -$2.27万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $5,011 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $5,010 | 0.00% | 237 | -64 | -21.3% | -$1,353 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4,986 | 0.00% | 100 | -300 | -75.0% | -$1.50万 | 减仓 |
| IAU | ISHARES GOLD TR | $4,984 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | ISHARES U S ETF TR | $4,965 | 0.00% | 202 | -64 | -24.1% | -$1,573 | 减仓 |
| IWR | ISHARES TR | $4,964 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $4,917 | 0.00% | 296 | 116 | 64.4% | $1,927 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $4,847 | 0.00% | 27 | -12 | -30.8% | -$2,154 | 减仓 |
| IEF | ISHARES TR | $4,823 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $4,795 | 0.00% | 160 | -10 | -5.9% | -$300 | 减仓 |
| IYW | ISHARES TR | $4,792 | 0.00% | 19 | 19 | — | $4,792 | 新建仓 |
| XYZ | BLOCK INC | $4,788 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $4,612 | 0.00% | 195 | 2 | 1.0% | $47 | 加仓 |
| DAPP | VANECK ETF TRUST | $4,612 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $4,574 | 0.00% | 42 | 42 | — | $4,574 | 新建仓 |
| BIDU | BAIDU INC | $4,572 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $4,552 | 0.00% | 90 | 15 | 20.0% | $759 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $4,476 | 0.00% | 33 | -55 | -62.5% | -$7,460 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,456 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $4,428 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $4,411 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $4,408 | 0.00% | 169 | -881 | -83.9% | -$2.30万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,394 | 0.00% | 50 | 23 | 85.2% | $2,021 | 加仓 |
| CRM | SALESFORCE INC | $4,386 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $4,383 | 0.00% | 227 | -1,291 | -85.0% | -$2.49万 | 减仓 |
| — | WORKSPORT LTD | $4,360 | 0.00% | 4,000 | 4,000 | — | $4,360 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $4,359 | 0.00% | 300 | 300 | — | $4,359 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $4,355 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $4,309 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $4,307 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $4,246 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $4,246 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $4,237 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4,228 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $4,147 | 0.00% | 58 | 0 | 0.0% | — | 不变 |