Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- 最新申報
- 2026/8/5
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/7 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 411
- 較 2024 年第 3 季 +9
- 總值
- $31.3 億
- 較 2024 年第 3 季 −$1.16 億 (−3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TTTrane Technologies plc | SHS | 187,093 | $6,910 萬 | 2.2% | +18,273+10.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 264,985 | $6,143 萬 | 2.0% | −6,744−2.5% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 312,953 | $5,795 萬 | 1.8% | +4,623+1.5% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 90,611 | $5,763 萬 | 1.8% | −2,687−2.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 232,845 | $5,582 萬 | 1.8% | −417−0.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 105,126 | $5,108 萬 | 1.6% | −2,790−2.6% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 156,946 | $4,716 萬 | 1.5% | −3,493−2.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 106,516 | $4,490 萬 | 1.4% | −391−0.4% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 81,417 | $4,335 萬 | 1.4% | +3,482+4.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 185,819 | $3,670 萬 | 1.2% | −6,328−3.3% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 283,317 | $3,473 萬 | 1.1% | −2,545−0.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 253,156 | $3,400 萬 | 1.1% | −3,861−1.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 191,553 | $3,303 萬 | 1.1% | −7,689−3.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 55,119 | $3,230 萬 | 1.0% | +5,448+11.0% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 372,693 | $3,206 萬 | 1.0% | −56,942−13.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 532,671 | $3,153 萬 | 1.0% | +53,624+11.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 179,495 | $3,145 萬 | 1.0% | +1,934+1.1% | 加碼 | – |
| LINLinde PLC | Stock | 72,460 | $3,034 萬 | 1.0% | −701−1.0% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 64,361 | $2,975 萬 | 0.9% | +3,685+6.1% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 134,614 | $2,777 萬 | 0.9% | −104,470−43.7% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 248,180 | $2,703 萬 | 0.9% | −6,906−2.7% | 減碼 | 歷史 |
| ITGartner Inc | COM | 55,024 | $2,666 萬 | 0.9% | −50−0.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 262,371 | $2,610 萬 | 0.8% | +2,123+0.8% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 236,995 | $2,592 萬 | 0.8% | −4,705−1.9% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 468,701 | $2,554 萬 | 0.8% | −6,067−1.3% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 246,323 | $2,548 萬 | 0.8% | −2,262−0.9% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 53,064 | $2,490 萬 | 0.8% | +3,633+7.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 39,054 | $2,455 萬 | 0.8% | −33−0.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 128,747 | $2,414 萬 | 0.8% | −670−0.5% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 206,989 | $2,403 萬 | 0.8% | −2,188−1.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 1,050,786 | $2,393 萬 | 0.8% | +190,217+22.1% | 加碼 | 歷史 |
| MUSAMurphy USA Inc. | COM | 47,247 | $2,371 萬 | 0.8% | −70.0% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 166,276 | $2,316 萬 | 0.7% | +18,025+12.2% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 80,843 | $2,234 萬 | 0.7% | +93+0.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 66,511 | $2,207 萬 | 0.7% | −1,696−2.5% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 209,019 | $2,197 萬 | 0.7% | −6,128−2.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 113,629 | $2,164 萬 | 0.7% | +2,777+2.5% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 168,507 | $2,141 萬 | 0.7% | −12,180−6.7% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 67,582 | $2,136 萬 | 0.7% | −2,863−4.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 68,841 | $2,043 萬 | 0.7% | +44,987+188.6% | 加碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 72,803 | $2,018 萬 | 0.6% | −2,255−3.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 54,878 | $1,991 萬 | 0.6% | −321−0.6% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 108,837 | $1,988 萬 | 0.6% | −3,885−3.4% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 238,979 | $1,930 萬 | 0.6% | +188,047+369.2% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 182,642 | $1,900 萬 | 0.6% | −38,060−17.2% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 248,737 | $1,885 萬 | 0.6% | −1,407−0.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 41,420 | $1,877 萬 | 0.6% | +521+1.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 76,450 | $1,832 萬 | 0.6% | −242−0.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 34,770 | $1,831 萬 | 0.6% | +100.0% | 加碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 62,896 | $1,831 萬 | 0.6% | +675+1.1% | 加碼 | 歷史 |
| OCOwens Corning | Stock | 106,937 | $1,821 萬 | 0.6% | +390+0.4% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 34,043 | $1,804 萬 | 0.6% | +20+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 30,554 | $1,789 萬 | 0.6% | +646+2.2% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 199,624 | $1,783 萬 | 0.6% | +623+0.3% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 78,642 | $1,770 萬 | 0.6% | −2,150−2.7% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 39,410 | $1,763 萬 | 0.6% | +3,490+9.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 92,907 | $1,759 萬 | 0.6% | +897+1.0% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 87,248 | $1,755 萬 | 0.6% | +647+0.7% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 125,084 | $1,749 萬 | 0.6% | +55,783+80.5% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 77,074 | $1,732 萬 | 0.6% | +584+0.8% | 加碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 187,264 | $1,694 萬 | 0.5% | −4,238−2.2% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 71,653 | $1,664 萬 | 0.5% | +49,706+226.5% | 加碼 | 歷史 |
| HRBH&R Block Inc | COM | 313,013 | $1,654 萬 | 0.5% | −931−0.3% | 減碼 | 歷史 |
| DVADavita Inc. | COM | 110,322 | $1,650 萬 | 0.5% | +55,756+102.2% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 38,684 | $1,640 萬 | 0.5% | −2,603−6.3% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 7,946 | $1,582 萬 | 0.5% | −258−3.1% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 54,717 | $1,539 萬 | 0.5% | −355−0.6% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 57,771 | $1,522 萬 | 0.5% | +60.0% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 79,181 | $1,501 萬 | 0.5% | −1,705−2.1% | 減碼 | 歷史 |
| MLIMueller Industries Inc | COM | 188,881 | $1,499 萬 | 0.5% | −5,072−2.6% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 491,187 | $1,489 萬 | 0.5% | −9,220−1.8% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 74,990 | $1,480 萬 | 0.5% | +74,990 | 新進 | 歷史 |
| CICigna Group | Stock | 53,377 | $1,474 萬 | 0.5% | +42,239+379.2% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 84,850 | $1,470 萬 | 0.5% | −1,867−2.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 161,415 | $1,458 萬 | 0.5% | +260+0.2% | 加碼 | 歷史 |
| HSYHershey Co | COM | 85,121 | $1,442 萬 | 0.5% | −3,343−3.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 133,811 | $1,439 萬 | 0.5% | +17,367+14.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 28,229 | $1,428 萬 | 0.5% | −488−1.7% | 減碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 92,871 | $1,416 萬 | 0.5% | +92,871 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 19,678 | $1,402 萬 | 0.4% | −2,538−11.4% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 27,865 | $1,388 萬 | 0.4% | −131−0.5% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 67,254 | $1,371 萬 | 0.4% | +67,254 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 64,664 | $1,360 萬 | 0.4% | +1,906+3.0% | 加碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 66,518 | $1,351 萬 | 0.4% | −71,692−51.9% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 23,473 | $1,338 萬 | 0.4% | +15,962+212.5% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 36,096 | $1,331 萬 | 0.4% | −1,116−3.0% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 20,574 | $1,234 萬 | 0.4% | +451+2.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 85,165 | $1,232 萬 | 0.4% | −2,349−2.7% | 減碼 | 歷史 |
| EXPEagle Materials Inc | COM | 49,095 | $1,211 萬 | 0.4% | −724−1.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 29,944 | $1,206 萬 | 0.4% | +866+3.0% | 加碼 | 歷史 |
| MTZMastec Inc | COM | 87,292 | $1,188 萬 | 0.4% | −2,049−2.3% | 減碼 | 歷史 |
| MASMasco Corp | COM | 163,576 | $1,187 萬 | 0.4% | +163,576 | 新進 | 歷史 |
| ITTItt Inc. | COM | 82,883 | $1,184 萬 | 0.4% | −1,374−1.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 47,725 | $1,178 萬 | 0.4% | +47,725 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 307,130 | $1,178 萬 | 0.4% | −1,766−0.6% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 24,510 | $1,177 萬 | 0.4% | +662+2.8% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 38,043 | $1,139 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 44,101 | $1,124 萬 | 0.4% | +1,238+2.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,205 | $1,118 萬 | 0.4% | +1,908+18.5% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 32,190 | $1,093 萬 | 0.3% | −875−2.6% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（54 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CECelanese Corp | Stock | 217,523 | $2,957 萬 | 0.9% | 歷史 |
| GSKGSK plc | ADR | 425,646 | $1,740 萬 | 0.5% | 歷史 |
| PEPPepsiCo Inc | Stock | 65,506 | $1,114 萬 | 0.3% | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 47,082 | $982.6 萬 | 0.3% | 歷史 |
| APPFAppfolio Inc | COM CL A | 40,341 | $949.6 萬 | 0.3% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 383,221 | $917.8 萬 | 0.3% | 歷史 |
| ELVElevance Health, Inc. | Stock | 17,063 | $887.3 萬 | 0.3% | 歷史 |
| HASHasbro, Inc. | COM | 122,566 | $886.4 萬 | 0.3% | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 31,152 | $823.6 萬 | 0.3% | 歷史 |
| ANETArista Networks, Inc. | COM | 21,280 | $816.8 萬 | 0.3% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 74,965 | $816.6 萬 | 0.3% | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 119,505 | $764.4 萬 | 0.2% | – |
| MSMorgan Stanley | Stock | 52,465 | $546.9 萬 | 0.2% | 歷史 |
| LKQLKQ Corp | COM | 130,905 | $522.6 萬 | 0.2% | 歷史 |
| CHRDChord Energy Corp | COM NEW | 36,518 | $475.6 萬 | 0.1% | 歷史 |
| AGCOAGCO Corp | COM | 46,898 | $458.9 萬 | 0.1% | 歷史 |
| LPGDorian LPG Ltd. | SHS USD | 132,297 | $455.4 萬 | 0.1% | 歷史 |
| ARWArrow Electronics, Inc. | COM | 31,677 | $420.8 萬 | 0.1% | 歷史 |
| CPRICapri Holdings Ltd | SHS | 92,244 | $391.5 萬 | 0.1% | 歷史 |
| PTCPTC Inc. | Stock | 20,888 | $377.4 萬 | 0.1% | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 70,827 | $358.9 萬 | 0.1% | 歷史 |
| LRCXLam Research Corp | COM | 4,325 | $353.0 萬 | 0.1% | 歷史 |
| NSITInsight Enterprises Inc | COM | 15,288 | $329.3 萬 | 0.1% | 歷史 |
| CALCaleres Inc | COM | 93,505 | $309.0 萬 | 0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 5,356 | $298.0 萬 | 0.1% | 歷史 |
| GSLGlobal Ship Lease, Inc. | COM CL A | 108,590 | $289.4 萬 | 0.1% | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 12,838 | $286.9 萬 | 0.1% | 歷史 |
| REVGREV Group, Inc. | COM | 99,977 | $280.5 萬 | 0.1% | 歷史 |
| WELLWelltower Inc. | REIT | 21,636 | $277.0 萬 | 0.1% | 歷史 |
| HALHalliburton Co | Stock | 92,881 | $269.8 萬 | 0.1% | 歷史 |
| LNCLincoln National Corp | COM | 83,734 | $263.8 萬 | 0.1% | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 25,748 | $254.2 萬 | 0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 38,205 | $240.2 萬 | 0.1% | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 68,573 | $203.9 萬 | 0.1% | 歷史 |
| WERNWerner Enterprises Inc | COM | 50,901 | $196.4 萬 | 0.1% | 歷史 |
| OXMOxford Industries Inc | COM | 21,071 | $182.8 萬 | 0.1% | 歷史 |
| STLAStellantis N.V. | SHS | 127,997 | $177.2 萬 | 0.1% | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 88,266 | $168.5 萬 | 0.1% | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 9,500 | $165.3 萬 | 0.1% | – |
| QCOMQualcomm Inc | Stock | 9,636 | $163.9 萬 | 0.1% | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 11,867 | $159.7 萬 | <0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 16,336 | $159.1 萬 | <0.1% | – |
| MYRGMyr Group Inc. | COM | 13,045 | $133.4 萬 | <0.1% | 歷史 |
| ARCHArch Resources, Inc. | CL A | 6,429 | $88.8 萬 | <0.1% | 歷史 |
| ALTMArcadium Lithium plc | Stock | 277,698 | $79.1 萬 | <0.1% | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 10,039 | $68.0 萬 | <0.1% | – |
| ODCOil-Dri Corp of America | COM | 8,786 | $60.6 萬 | <0.1% | 歷史 |
| CBZCBIZ, Inc. | COM | 7,745 | $52.1 萬 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 2,592 | $50.2 萬 | <0.1% | 歷史 |
| TRNSTranscat Inc | COM | 3,793 | $45.8 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,867 | $30.9 萬 | <0.1% | 歷史 |
| BPBP PLC | ADR | 9,853 | $30.9 萬 | <0.1% | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 3,258 | $30.5 萬 | <0.1% | 歷史 |
| RITMRithm Capital Corp. | REIT | 23,400 | $26.6 萬 | <0.1% | 歷史 |