Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- 最新申報
- 2026/8/5
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/23 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 433
- 較 2024 年第 4 季 +22
- 總值
- $29.7 億
- 較 2024 年第 4 季 −$1.60 億 (−5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TTTrane Technologies plc | SHS | 183,214 | $6,173 萬 | 2.1% | −3,879−2.1% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 87,338 | $5,309 萬 | 1.8% | −3,273−3.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 286,078 | $4,790 萬 | 1.6% | +21,093+8.0% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 284,835 | $4,503 萬 | 1.5% | −28,118−9.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 110,305 | $4,141 萬 | 1.4% | +3,789+3.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 143,905 | $4,073 萬 | 1.4% | +67,455+88.2% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 80,796 | $3,911 萬 | 1.3% | −621−0.8% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 151,419 | $3,851 萬 | 1.3% | −5,527−3.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 82,591 | $3,689 萬 | 1.2% | −22,535−21.4% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 282,305 | $3,620 萬 | 1.2% | −1,012−0.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 143,976 | $3,532 萬 | 1.2% | −88,869−38.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 308,564 | $3,344 萬 | 1.1% | +55,408+21.9% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 71,017 | $3,307 萬 | 1.1% | −1,443−2.0% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 251,027 | $3,257 萬 | 1.1% | +14,032+5.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 193,832 | $3,218 萬 | 1.1% | +8,013+4.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 175,657 | $3,043 萬 | 1.0% | −3,838−2.1% | 減碼 | – |
| TAT&T Inc. | Stock | 1,027,581 | $2,906 萬 | 1.0% | −23,205−2.2% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 131,133 | $2,847 萬 | 1.0% | −3,481−2.6% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 62,908 | $2,754 萬 | 0.9% | −1,453−2.3% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 242,353 | $2,695 萬 | 0.9% | −3,970−1.6% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 186,679 | $2,609 萬 | 0.9% | −4,874−2.5% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 159,741 | $2,438 萬 | 0.8% | −8,766−5.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 38,423 | $2,359 萬 | 0.8% | −631−1.6% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 95,962 | $2,339 萬 | 0.8% | +41,245+75.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 41,096 | $2,299 萬 | 0.8% | −14,023−25.4% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 235,167 | $2,290 萬 | 0.8% | +52,525+28.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 126,787 | $2,278 萬 | 0.8% | −1,960−1.5% | 減碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 153,605 | $2,212 萬 | 0.7% | +60,734+65.4% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 83,296 | $2,210 萬 | 0.7% | +11,643+16.2% | 加碼 | 歷史 |
| MUSAMurphy USA Inc. | COM | 45,687 | $2,146 萬 | 0.7% | −1,560−3.3% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 75,959 | $2,112 萬 | 0.7% | −1,115−1.4% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 86,133 | $2,086 萬 | 0.7% | −1,115−1.3% | 減碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 62,360 | $2,054 萬 | 0.7% | −536−0.9% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 37,043 | $2,037 萬 | 0.7% | −2,367−6.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 61,230 | $2,019 萬 | 0.7% | +6,352+11.6% | 加碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 241,718 | $2,019 萬 | 0.7% | −7,019−2.8% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 140,568 | $2,008 萬 | 0.7% | +33,631+31.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 322,181 | $1,988 萬 | 0.7% | −210,490−39.5% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 196,374 | $1,981 萬 | 0.7% | −3,250−1.6% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 190,627 | $1,960 萬 | 0.7% | −57,553−23.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 36,158 | $1,926 萬 | 0.6% | −5,262−12.7% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 254,320 | $1,899 萬 | 0.6% | +15,341+6.4% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 36,724 | $1,880 萬 | 0.6% | −16,340−30.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 33,536 | $1,838 萬 | 0.6% | −1,234−3.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 67,688 | $1,821 萬 | 0.6% | −1,153−1.7% | 減碼 | 歷史 |
| DVADavita Inc. | COM | 117,204 | $1,793 萬 | 0.6% | +6,882+6.2% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 203,345 | $1,786 萬 | 0.6% | −3,644−1.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 65,553 | $1,782 萬 | 0.6% | −958−1.4% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 205,990 | $1,772 萬 | 0.6% | −3,029−1.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 111,193 | $1,737 萬 | 0.6% | −2,436−2.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 30,076 | $1,733 萬 | 0.6% | −478−1.6% | 減碼 | 歷史 |
| AMCRAmcor plc | ORD | 1,786,756 | $1,733 萬 | 0.6% | +718,058+67.2% | 加碼 | 歷史 |
| HRBH&R Block Inc | COM | 310,397 | $1,704 萬 | 0.6% | −2,616−0.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 101,280 | $1,680 萬 | 0.6% | +16,115+18.9% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 64,575 | $1,641 萬 | 0.6% | −3,007−4.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 49,785 | $1,638 萬 | 0.6% | −3,592−6.7% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 23,646 | $1,591 萬 | 0.5% | +173+0.7% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 70,553 | $1,552 萬 | 0.5% | +3,299+4.9% | 加碼 | 歷史 |
| HSYHershey Co | COM | 89,801 | $1,536 萬 | 0.5% | +4,680+5.5% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 194,850 | $1,510 萬 | 0.5% | +194,850 | 新進 | 歷史 |
| IRIngersoll Rand Inc. | COM | 183,927 | $1,472 萬 | 0.5% | −3,337−1.8% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 84,991 | $1,451 萬 | 0.5% | +141+0.2% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 7,848 | $1,447 萬 | 0.5% | −98−1.2% | 減碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 72,033 | $1,439 萬 | 0.5% | −770−1.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 159,727 | $1,435 萬 | 0.5% | +25,602+19.1% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 206,374 | $1,433 萬 | 0.5% | −166,319−44.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 91,919 | $1,421 萬 | 0.5% | −988−1.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 161,183 | $1,415 萬 | 0.5% | −232−0.1% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 77,356 | $1,403 萬 | 0.5% | −1,825−2.3% | 減碼 | 歷史 |
| KRKroger Co | Stock | 206,289 | $1,396 萬 | 0.5% | +206,289 | 新進 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 111,317 | $1,385 萬 | 0.5% | +82,234+282.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 27,120 | $1,378 萬 | 0.5% | −745−2.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 58,929 | $1,374 萬 | 0.5% | +11,204+23.5% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 66,226 | $1,361 萬 | 0.5% | −42,611−39.2% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 72,919 | $1,314 萬 | 0.4% | −2,071−2.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 68,976 | $1,312 萬 | 0.4% | +49,515+254.4% | 加碼 | 歷史 |
| RSReliance, Inc. | COM | 43,751 | $1,263 萬 | 0.4% | +40,899+1,434.0% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 19,801 | $1,256 萬 | 0.4% | +123+0.6% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 62,300 | $1,234 萬 | 0.4% | −16,342−20.8% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 35,737 | $1,217 萬 | 0.4% | −359−1.0% | 減碼 | 歷史 |
| MASMasco Corp | COM | 170,557 | $1,186 萬 | 0.4% | +6,981+4.3% | 加碼 | 歷史 |
| ITGartner Inc | COM | 27,197 | $1,142 萬 | 0.4% | −27,827−50.6% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 163,163 | $1,107 萬 | 0.4% | +163,163 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,576 | $1,095 萬 | 0.4% | −629−5.2% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 65,795 | $1,083 萬 | 0.4% | −801−1.2% | 減碼 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 63,991 | $1,066 萬 | 0.4% | +13,598+27.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 118,147 | $1,060 萬 | 0.4% | −144,224−55.0% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 31,446 | $1,060 萬 | 0.4% | −744−2.3% | 減碼 | 歷史 |
| EXPEagle Materials Inc | COM | 47,721 | $1,059 萬 | 0.4% | −1,374−2.8% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 47,237 | $1,057 萬 | 0.4% | +47,237 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 88,669 | $1,055 萬 | 0.4% | −45,142−33.7% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 208,517 | $1,047 萬 | 0.4% | +195,946+1,558.7% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 103,910 | $1,031 萬 | 0.3% | −949−0.9% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 108,209 | $1,020 萬 | 0.3% | +108,209 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 38,466 | $1,007 萬 | 0.3% | +35,859+1,375.5% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 67,754 | $1,006 萬 | 0.3% | +67,754 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 75,496 | $1,001 萬 | 0.3% | +75,496 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 78,201 | $994.2 萬 | 0.3% | −46,883−37.5% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 30,361 | $978.6 萬 | 0.3% | −8,323−21.5% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 51,994 | $977.0 萬 | 0.3% | +20,370+64.4% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（68 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CBChubb Ltd | Stock | 80,843 | $2,234 萬 | 0.7% | 歷史 |
| CHEChemed Corp | COM | 34,043 | $1,804 萬 | 0.6% | 歷史 |
| UBSUBS Group AG | Stock | 491,187 | $1,489 萬 | 0.5% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 28,229 | $1,428 萬 | 0.5% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 24,510 | $1,177 萬 | 0.4% | 歷史 |
| EFXEquifax Inc | COM | 44,101 | $1,124 萬 | 0.4% | 歷史 |
| RLIRli Corp | COM | 62,899 | $1,037 萬 | 0.3% | 歷史 |
| ANAutonation, Inc. | COM | 48,827 | $829.3 萬 | 0.3% | 歷史 |
| STLDSteel Dynamics Inc | COM | 71,220 | $812.4 萬 | 0.3% | 歷史 |
| LADLithia Motors Inc | COM | 22,376 | $799.8 萬 | 0.3% | 歷史 |
| WLKWestlake Corp | COM | 68,539 | $785.8 萬 | 0.3% | 歷史 |
| BCBrunswick Corp | COM | 121,082 | $783.2 萬 | 0.2% | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 21,946 | $733.5 萬 | 0.2% | – |
| iShares Inc464286764 | MSCI SPAIN ETF | 229,592 | $712.9 萬 | 0.2% | – |
| MTHMeritage Homes CORP | COM | 46,207 | $710.8 萬 | 0.2% | 歷史 |
| AMGNAmgen Inc | Stock | 23,598 | $615.1 萬 | 0.2% | 歷史 |
| BRCBrady Corp | CL A | 83,133 | $613.9 萬 | 0.2% | 歷史 |
| CMICummins Inc | Stock | 16,910 | $589.5 萬 | 0.2% | 歷史 |
| CNCCentene Corp | Stock | 97,207 | $588.9 萬 | 0.2% | 歷史 |
| CNHCNH Industrial N.V. | SHS | 507,731 | $575.3 萬 | 0.2% | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 101,781 | $535.8 萬 | 0.2% | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 106,058 | $534.0 萬 | 0.2% | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 103,679 | $524.5 萬 | 0.2% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 23,456 | $434.2 萬 | 0.1% | – |
| BKEBuckle Inc | COM | 77,258 | $392.5 萬 | 0.1% | 歷史 |
| iShares Inc464286780 | MSCI STH AFR ETF | 93,217 | $390.7 萬 | 0.1% | – |
| BGBunge Global SA | COM SHS | 47,730 | $371.1 萬 | 0.1% | 歷史 |
| MBINMerchants Bancorp | COM | 96,640 | $352.4 萬 | 0.1% | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 32,437 | $346.0 萬 | 0.1% | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 36,157 | $333.9 萬 | 0.1% | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 43,119 | $332.3 萬 | 0.1% | 歷史 |
| EDREndeavor Group Holdings, Inc. | CL A COM | 105,871 | $331.3 萬 | 0.1% | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 72,427 | $297.7 萬 | 0.1% | 歷史 |
| CWKCushman & Wakefield Ltd. | SHS | 180,446 | $236.0 萬 | 0.1% | 歷史 |
| RDNRadian Group Inc | COM | 71,860 | $227.9 萬 | 0.1% | 歷史 |
| DXCDXC Technology Co | Stock | 112,789 | $225.4 萬 | 0.1% | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 141,597 | $221.0 萬 | 0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,050 | $214.2 萬 | 0.1% | – |
| SXCSunCoke Energy, Inc. | COM | 175,081 | $187.3 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 4,492 | $181.4 萬 | 0.1% | 歷史 |
| WUWestern Union CO | Stock | 168,659 | $178.8 萬 | 0.1% | 歷史 |
| CCSCentury Communities, Inc. | COM | 17,357 | $127.3 萬 | <0.1% | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 23,789 | $124.1 萬 | <0.1% | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 13,491 | $93.0 萬 | <0.1% | – |
| ADIAnalog Devices Inc | Stock | 4,135 | $87.9 萬 | <0.1% | 歷史 |
| UFPTUfp Technologies Inc | COM | 3,207 | $78.4 萬 | <0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 7,456 | $63.6 萬 | <0.1% | 歷史 |
| AVAVAeroVironment Inc | COM | 3,847 | $59.2 萬 | <0.1% | 歷史 |
| VRRMVerra Mobility Corp | CL A COM STK | 23,515 | $56.9 萬 | <0.1% | 歷史 |
| SPSCSPS Commerce Inc | COM | 2,998 | $55.2 萬 | <0.1% | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 18,568 | $52.3 萬 | <0.1% | 歷史 |
| CMPRCIMPRESS plc | SHS EURO | 7,097 | $50.9 萬 | <0.1% | 歷史 |
| FORMFormfactor Inc | COM | 11,317 | $49.8 萬 | <0.1% | 歷史 |
| NOVTNovanta Inc | COM | 3,241 | $49.5 萬 | <0.1% | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 6,260 | $44.8 萬 | <0.1% | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,832 | $42.9 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 1,632 | $42.4 萬 | <0.1% | – |
| TPBTurning Point Brands, Inc. | COM | 6,368 | $38.3 萬 | <0.1% | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 2,439 | $30.8 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,419 | $29.8 萬 | <0.1% | 歷史 |
| TECKTeck Resources Ltd | CL B | 6,586 | $26.7 萬 | <0.1% | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,526 | $26.1 萬 | <0.1% | 歷史 |
| BVSBioventus Inc. | COM CL A | 23,928 | $25.1 萬 | <0.1% | 歷史 |
| ASTHAstrana Health, Inc. | COM NEW | 7,944 | $25.0 萬 | <0.1% | 歷史 |
| MATXMatson, Inc. | COM | 1,569 | $21.2 萬 | <0.1% | 歷史 |
| BNSBank of Nova Scotia | COM | 3,925 | $21.1 萬 | <0.1% | 歷史 |
| WLDNWilldan Group, Inc. | COM | 5,284 | $20.1 萬 | <0.1% | 歷史 |
| WHDCactus, Inc. | CL A | 3,444 | $20.1 萬 | <0.1% | 歷史 |