Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- 最新申報
- 2026/8/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/28 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 469
- 較 2025 年第 1 季 +36
- 總值
- $32.3 億
- 較 2025 年第 1 季 +$2.53 億 (+8.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 274,334 | $7,562 萬 | 2.3% | −11,744−4.1% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 83,615 | $5,840 萬 | 1.8% | −3,723−4.3% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 133,392 | $5,835 萬 | 1.8% | −49,822−27.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 108,815 | $5,413 萬 | 1.7% | −1,490−1.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 307,947 | $4,865 萬 | 1.5% | −617−0.2% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 147,147 | $4,534 萬 | 1.4% | −4,272−2.8% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 238,851 | $4,446 萬 | 1.4% | −12,176−4.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 187,797 | $4,253 萬 | 1.3% | −6,035−3.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 157,136 | $4,193 萬 | 1.3% | +13,231+9.2% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 77,993 | $4,163 萬 | 1.3% | −2,803−3.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 81,375 | $3,769 萬 | 1.2% | −1,216−1.5% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 178,135 | $3,718 萬 | 1.2% | +47,002+35.8% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 223,034 | $3,644 萬 | 1.1% | −61,801−21.7% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 70,115 | $3,290 萬 | 1.0% | −902−1.3% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 271,414 | $3,246 萬 | 1.0% | −10,891−3.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 175,294 | $3,186 萬 | 1.0% | −363−0.2% | 減碼 | – |
| NTAPNetApp, Inc. | Stock | 282,888 | $3,014 萬 | 0.9% | +79,543+39.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 103,297 | $2,995 萬 | 0.9% | −40,679−28.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 1,020,492 | $2,953 萬 | 0.9% | −7,089−0.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 37,460 | $2,950 萬 | 0.9% | −963−2.5% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 36,580 | $2,807 萬 | 0.9% | −463−1.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 45,192 | $2,792 萬 | 0.9% | +4,096+10.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 183,473 | $2,744 萬 | 0.9% | −3,206−1.7% | 減碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 151,910 | $2,610 萬 | 0.8% | −1,695−1.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 123,779 | $2,570 萬 | 0.8% | −3,008−2.4% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 236,432 | $2,493 萬 | 0.8% | −5,921−2.4% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 249,480 | $2,372 萬 | 0.7% | +14,313+6.1% | 加碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 142,648 | $2,349 萬 | 0.7% | −17,093−10.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 60,362 | $2,343 萬 | 0.7% | −868−1.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 65,469 | $2,337 萬 | 0.7% | −84−0.1% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 54,840 | $2,306 萬 | 0.7% | −8,068−12.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 30,525 | $2,253 萬 | 0.7% | +449+1.5% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 73,444 | $2,202 萬 | 0.7% | −2,515−3.3% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 58,093 | $2,196 萬 | 0.7% | −6,482−10.0% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 94,437 | $2,147 萬 | 0.7% | −1,525−1.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 308,048 | $2,137 萬 | 0.7% | −14,133−4.4% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 77,114 | $2,125 萬 | 0.7% | −6,182−7.4% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 195,416 | $2,099 萬 | 0.7% | −958−0.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 65,703 | $2,096 萬 | 0.6% | −1,985−2.9% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 204,196 | $2,094 萬 | 0.6% | −1,794−0.9% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 83,376 | $2,056 萬 | 0.6% | −2,757−3.2% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 195,097 | $1,996 萬 | 0.6% | +247+0.1% | 加碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 240,456 | $1,991 萬 | 0.6% | −1,262−0.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 110,413 | $1,959 萬 | 0.6% | −780−0.7% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 181,339 | $1,912 萬 | 0.6% | −9,288−4.9% | 減碼 | 歷史 |
| MUSAMurphy USA Inc. | COM | 46,848 | $1,906 萬 | 0.6% | +1,161+2.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 52,827 | $1,876 萬 | 0.6% | +52,827 | 新進 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 103,311 | $1,856 萬 | 0.6% | +103,311 | 新進 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 61,677 | $1,837 萬 | 0.6% | −683−1.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 32,523 | $1,828 萬 | 0.6% | −1,013−3.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 35,644 | $1,731 萬 | 0.5% | −514−1.4% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 23,555 | $1,726 萬 | 0.5% | −91−0.4% | 減碼 | 歷史 |
| HRBH&R Block Inc | COM | 309,526 | $1,699 萬 | 0.5% | −871−0.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 96,083 | $1,693 萬 | 0.5% | +4,164+4.5% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 77,988 | $1,659 萬 | 0.5% | +77,988 | 新進 | 歷史 |
| SBACSba Communications Corp | CL A | 70,456 | $1,655 萬 | 0.5% | −97−0.1% | 減碼 | 歷史 |
| CICigna Group | Stock | 48,846 | $1,615 萬 | 0.5% | −939−1.9% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 75,213 | $1,575 萬 | 0.5% | −2,143−2.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 71,044 | $1,559 萬 | 0.5% | +2,068+3.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 157,848 | $1,543 萬 | 0.5% | −3,335−2.1% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 167,565 | $1,523 萬 | 0.5% | +160,039+2,126.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 99,312 | $1,517 萬 | 0.5% | −1,968−1.9% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 182,156 | $1,515 萬 | 0.5% | −1,771−1.0% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 27,577 | $1,479 萬 | 0.5% | −2,784−9.2% | 減碼 | 歷史 |
| HSYHershey Co | COM | 88,419 | $1,467 萬 | 0.5% | −1,382−1.5% | 減碼 | 歷史 |
| KRKroger Co | Stock | 201,906 | $1,448 萬 | 0.4% | −4,383−2.1% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 64,917 | $1,447 萬 | 0.4% | −1,309−2.0% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 7,792 | $1,424 萬 | 0.4% | −56−0.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 26,837 | $1,415 萬 | 0.4% | −283−1.0% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 94,558 | $1,408 萬 | 0.4% | +94,558 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 96,261 | $1,378 萬 | 0.4% | +96,261 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 181,178 | $1,372 萬 | 0.4% | +54,624+43.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 154,893 | $1,350 萬 | 0.4% | −4,834−3.0% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 78,993 | $1,346 萬 | 0.4% | −4,056−4.9% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 72,415 | $1,304 萬 | 0.4% | −504−0.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 63,688 | $1,303 萬 | 0.4% | +62,066+3,826.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 58,740 | $1,303 萬 | 0.4% | −189−0.3% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 113,137 | $1,254 萬 | 0.4% | +1,820+1.6% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 33,079 | $1,235 萬 | 0.4% | −2,658−7.4% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 47,049 | $1,214 萬 | 0.4% | −188−0.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 65,752 | $1,204 萬 | 0.4% | +65,752 | 新進 | 歷史 |
| ROLRollins Inc | COM | 211,648 | $1,194 萬 | 0.4% | +196,871+1,332.3% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 38,112 | $1,180 萬 | 0.4% | −354−0.9% | 減碼 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 62,788 | $1,177 萬 | 0.4% | −1,203−1.9% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 209,178 | $1,175 萬 | 0.4% | +661+0.3% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 185,152 | $1,160 萬 | 0.4% | +185,152 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,704 | $1,159 萬 | 0.4% | +128+1.1% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 15,748 | $1,152 萬 | 0.4% | −40−0.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 87,076 | $1,150 萬 | 0.4% | +87,076 | 新進 | 歷史 |
| SFStifel Financial Corp | COM | 109,344 | $1,135 萬 | 0.4% | +1,135+1.0% | 加碼 | 歷史 |
| ITTItt Inc. | COM | 72,012 | $1,129 萬 | 0.3% | −3,492−4.6% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 59,775 | $1,126 萬 | 0.3% | −2,525−4.1% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 165,186 | $1,114 萬 | 0.3% | +2,023+1.2% | 加碼 | 歷史 |
| MASMasco Corp | COM | 169,515 | $1,091 萬 | 0.3% | −1,042−0.6% | 減碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 103,964 | $1,072 萬 | 0.3% | +37,156+55.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 142,767 | $1,061 萬 | 0.3% | +3,319+2.4% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 19,793 | $1,059 萬 | 0.3% | −862−4.2% | 減碼 | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 217,954 | $1,049 萬 | 0.3% | −522−0.2% | 減碼 | – |
| APHAmphenol Corp | CL A | 106,216 | $1,049 萬 | 0.3% | +106,216 | 新進 | 歷史 |
| AMCRAmcor plc | ORD | 1,134,746 | $1,043 萬 | 0.3% | −652,010−36.5% | 減碼 | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2025 年第 1 季之後清倉（48 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NOCNorthrop Grumman Corp | Stock | 36,724 | $1,880 萬 | 0.6% | 歷史 |
| DFSDiscover Financial Services | COM | 84,991 | $1,451 萬 | 0.5% | 歷史 |
| EVREvercore Inc. | CLASS A | 72,033 | $1,439 萬 | 0.5% | 歷史 |
| NVONovo Nordisk A S | ADR | 206,374 | $1,433 萬 | 0.5% | 歷史 |
| RSReliance, Inc. | COM | 43,751 | $1,263 萬 | 0.4% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 118,147 | $1,060 萬 | 0.4% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 71,299 | $962.1 萬 | 0.3% | 歷史 |
| EMNEastman Chemical Co | Stock | 93,618 | $824.9 萬 | 0.3% | 歷史 |
| GISGeneral Mills Inc | Stock | 122,232 | $730.8 萬 | 0.2% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 164,971 | $719.3 萬 | 0.2% | 歷史 |
| BBYBest Buy Co Inc | Stock | 89,218 | $656.7 萬 | 0.2% | 歷史 |
| PODDInsulet Corp | Stock | 22,869 | $600.6 萬 | 0.2% | 歷史 |
| PPGPPG Industries Inc | Stock | 49,020 | $536.0 萬 | 0.2% | 歷史 |
| RJFRaymond James Financial Inc | COM | 36,814 | $511.4 萬 | 0.2% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 178,973 | $486.1 萬 | 0.2% | 歷史 |
| Barrick Gold Corp067901108 | COM | 216,194 | $420.3 萬 | 0.1% | – |
| MHKMohawk Industries Inc | COM | 35,220 | $402.1 萬 | 0.1% | 歷史 |
| SNXTD Synnex Corp | COM | 38,396 | $399.2 萬 | 0.1% | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 232,908 | $389.0 萬 | 0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 81,525 | $369.8 萬 | 0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 21,924 | $368.5 萬 | 0.1% | 歷史 |
| HBIHanesbrands Inc. | COM | 633,604 | $365.6 萬 | 0.1% | 歷史 |
| FSSFederal Signal Corp | COM | 47,037 | $346.0 萬 | 0.1% | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 99,036 | $309.4 萬 | 0.1% | 歷史 |
| SCSSteelcase Inc | CL A | 265,516 | $291.0 萬 | 0.1% | 歷史 |
| GEFGreif, Inc | CL A | 40,009 | $220.0 萬 | 0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 97,727 | $190.9 萬 | 0.1% | 歷史 |
| SCSCScansource, Inc. | COM | 55,559 | $189.0 萬 | 0.1% | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 30,137 | $153.4 萬 | 0.1% | 歷史 |
| VICIVici Properties Inc. | COM | 40,578 | $132.4 萬 | <0.1% | 歷史 |
| RTXRTX Corp | Stock | 6,463 | $85.6 萬 | <0.1% | 歷史 |
| GOLFAcushnet Holdings Corp. | COM | 12,262 | $84.2 萬 | <0.1% | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 13,396 | $53.6 萬 | <0.1% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 3,152 | $53.2 萬 | <0.1% | 歷史 |
| RDNTRadNet, Inc. | COM | 10,643 | $52.9 萬 | <0.1% | 歷史 |
| VCELVericel Corp | COM | 11,593 | $51.7 萬 | <0.1% | 歷史 |
| AXAxos Financial, Inc. | COM | 6,195 | $40.0 萬 | <0.1% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 5,269 | $33.1 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 644 | $31.2 萬 | <0.1% | 歷史 |
| COMPCompass, Inc. | CL A | 29,437 | $25.7 萬 | <0.1% | 歷史 |
| TRGPTarga Resources Corp. | COM | 1,154 | $23.1 萬 | <0.1% | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 164 | $21.7 萬 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,803 | $20.8 萬 | <0.1% | 歷史 |
| CAKECheesecake Factory Inc | COM | 4,279 | $20.8 萬 | <0.1% | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 3,789 | $20.7 萬 | <0.1% | 歷史 |
| PJTPJT Partners Inc. | COM CL A | 1,492 | $20.6 萬 | <0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 16,998 | $19.4 萬 | <0.1% | – |
| FFWMFirst Foundation Inc. | COM | 10,679 | $5.54 萬 | <0.1% | 歷史 |