Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- 最新申報
- 2026/8/5
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/23 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 491
- 較 2025 年第 2 季 +22
- 總值
- $33.2 億
- 較 2025 年第 2 季 +$8,934 萬 (+2.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 228,189 | $7,528 萬 | 2.3% | −46,145−16.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 95,796 | $6,382 萬 | 1.9% | +50,604+112.0% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 80,027 | $6,067 萬 | 1.8% | −3,588−4.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 318,471 | $5,942 萬 | 1.8% | +10,524+3.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 107,203 | $5,553 萬 | 1.7% | −1,612−1.5% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 126,971 | $5,358 萬 | 1.6% | −6,421−4.8% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 140,775 | $4,945 萬 | 1.5% | −6,372−4.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 175,168 | $4,892 萬 | 1.5% | −12,629−6.7% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 192,113 | $4,730 萬 | 1.4% | +13,978+7.8% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 214,365 | $4,206 萬 | 1.3% | −24,486−10.3% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 212,664 | $4,157 萬 | 1.3% | −10,370−4.6% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 69,282 | $3,403 萬 | 1.0% | −8,711−11.2% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 133,675 | $3,301 萬 | 1.0% | −23,461−14.9% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 271,739 | $3,219 萬 | 1.0% | −11,149−3.9% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 67,724 | $3,217 萬 | 1.0% | −2,391−3.4% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 272,887 | $3,060 萬 | 0.9% | +1,473+0.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 1,029,605 | $2,908 萬 | 0.9% | +9,113+0.9% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 279,302 | $2,879 萬 | 0.9% | +279,302 | 新進 | – |
| CATCaterpillar Inc | Stock | 59,357 | $2,832 萬 | 0.9% | −1,005−1.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 89,133 | $2,812 萬 | 0.8% | −14,164−13.7% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 191,832 | $2,795 萬 | 0.8% | −3,265−1.7% | 減碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 152,898 | $2,659 萬 | 0.8% | +988+0.7% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 208,579 | $2,581 萬 | 0.8% | +102,363+96.4% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 35,706 | $2,492 萬 | 0.8% | −874−2.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 102,156 | $2,488 萬 | 0.8% | −8,257−7.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 145,619 | $2,488 萬 | 0.8% | −37,854−20.6% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 35,879 | $2,450 萬 | 0.7% | −1,581−4.2% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 52,902 | $2,419 萬 | 0.7% | −1,938−3.5% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 245,087 | $2,410 萬 | 0.7% | −4,393−1.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 48,128 | $2,403 萬 | 0.7% | −33,247−40.9% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 63,587 | $2,380 萬 | 0.7% | −1,882−2.9% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 170,086 | $2,376 萬 | 0.7% | +170,086 | 新進 | – |
| PHMPultegroup Inc | COM | 176,391 | $2,331 萬 | 0.7% | −4,948−2.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 31,350 | $2,302 萬 | 0.7% | +825+2.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 94,493 | $2,297 萬 | 0.7% | −1,590−1.7% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 204,122 | $2,280 萬 | 0.7% | −32,310−13.7% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 123,018 | $2,260 萬 | 0.7% | −761−0.6% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 70,264 | $2,196 萬 | 0.7% | −3,180−4.3% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 92,677 | $2,185 萬 | 0.7% | −1,760−1.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 64,114 | $2,130 萬 | 0.6% | −1,589−2.4% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 202,788 | $2,067 萬 | 0.6% | −1,408−0.7% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 230,424 | $2,045 萬 | 0.6% | −10,032−4.2% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 105,151 | $2,004 萬 | 0.6% | +1,840+1.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 292,481 | $2,001 萬 | 0.6% | −15,567−5.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 129,826 | $1,995 萬 | 0.6% | +89,511+222.0% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 73,605 | $1,989 萬 | 0.6% | −3,509−4.6% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 47,762 | $1,979 萬 | 0.6% | −10,331−17.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 56,615 | $1,933 萬 | 0.6% | +3,788+7.2% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 83,843 | $1,924 萬 | 0.6% | +467+0.6% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 188,115 | $1,837 萬 | 0.6% | −7,301−3.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 214,812 | $1,803 萬 | 0.5% | +214,812 | 新進 | 歷史 |
| KRKroger Co | Stock | 267,076 | $1,800 萬 | 0.5% | +65,170+32.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 35,484 | $1,784 萬 | 0.5% | −160−0.4% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 23,046 | $1,780 萬 | 0.5% | −509−2.2% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 301,163 | $1,769 萬 | 0.5% | +89,515+42.3% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 21,165 | $1,746 萬 | 0.5% | −6,412−23.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 30,390 | $1,729 萬 | 0.5% | −2,133−6.6% | 減碼 | 歷史 |
| HSYHershey Co | COM | 91,757 | $1,716 萬 | 0.5% | +3,338+3.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 160,664 | $1,656 萬 | 0.5% | +2,816+1.8% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 25,220 | $1,638 萬 | 0.5% | +5,427+27.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 65,140 | $1,637 萬 | 0.5% | +6,400+10.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 72,463 | $1,591 萬 | 0.5% | +1,419+2.0% | 加碼 | 歷史 |
| MTZMastec Inc | COM | 74,452 | $1,584 萬 | 0.5% | −4,541−5.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 13,199 | $1,582 萬 | 0.5% | +10,186+338.1% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 196,019 | $1,567 萬 | 0.5% | +28,454+17.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 82,257 | $1,560 萬 | 0.5% | −93,037−53.1% | 減碼 | – |
| IRIngersoll Rand Inc. | COM | 188,651 | $1,559 萬 | 0.5% | +6,495+3.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 82,894 | $1,537 萬 | 0.5% | −16,418−16.5% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 133,462 | $1,514 萬 | 0.5% | +24,118+22.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 96,270 | $1,495 萬 | 0.5% | +90.0% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 73,823 | $1,480 萬 | 0.4% | −1,390−1.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 154,662 | $1,473 萬 | 0.4% | −231−0.1% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 135,245 | $1,471 萬 | 0.4% | −7,403−5.2% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 177,197 | $1,459 萬 | 0.4% | −3,981−2.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 70,837 | $1,450 萬 | 0.4% | +5,085+7.7% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 15,550 | $1,432 萬 | 0.4% | −198−1.3% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 12,944 | $1,396 萬 | 0.4% | +12,944 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 65,263 | $1,329 萬 | 0.4% | +1,575+2.5% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 129,238 | $1,326 萬 | 0.4% | +39,627+44.2% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 65,120 | $1,326 萬 | 0.4% | +63,703+4,495.6% | 加碼 | – |
| CTASCintas Corp | Stock | 63,934 | $1,312 萬 | 0.4% | −983−1.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 26,094 | $1,270 萬 | 0.4% | −743−2.8% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 58,087 | $1,266 萬 | 0.4% | −1,688−2.8% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 46,214 | $1,265 萬 | 0.4% | −835−1.8% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 186,668 | $1,256 萬 | 0.4% | +1,516+0.8% | 加碼 | 歷史 |
| ITTItt Inc. | COM | 70,274 | $1,256 萬 | 0.4% | −1,738−2.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 88,788 | $1,247 萬 | 0.4% | +1,712+2.0% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 215,982 | $1,242 萬 | 0.4% | +44,714+26.1% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 37,573 | $1,194 萬 | 0.4% | −539−1.4% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 301,380 | $1,181 萬 | 0.4% | +92,202+44.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 85,677 | $1,147 萬 | 0.3% | +79,600+1,309.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 9,751 | $1,137 萬 | 0.3% | +68+0.7% | 加碼 | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 218,777 | $1,137 萬 | 0.3% | +823+0.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 12,087 | $1,119 萬 | 0.3% | +383+3.3% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 185,882 | $1,078 萬 | 0.3% | −174−0.1% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 32,676 | $1,075 萬 | 0.3% | −403−1.2% | 減碼 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 62,831 | $1,044 萬 | 0.3% | +43+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 40,945 | $1,043 萬 | 0.3% | +4,063+11.0% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 135,541 | $1,039 萬 | 0.3% | +135,541 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 153,333 | $1,032 萬 | 0.3% | +125,104+443.2% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（50 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HRBH&R Block Inc | COM | 309,526 | $1,699 萬 | 0.5% | 歷史 |
| FICOFair Isaac Corp | COM | 7,792 | $1,424 萬 | 0.4% | 歷史 |
| BROBrown & Brown, Inc. | Stock | 113,137 | $1,254 萬 | 0.4% | 歷史 |
| MASMasco Corp | COM | 169,515 | $1,091 萬 | 0.3% | 歷史 |
| FTNTFortinet, Inc. | Stock | 97,207 | $1,028 萬 | 0.3% | 歷史 |
| TWTradeweb Markets Inc. | Stock | 67,505 | $988.3 萬 | 0.3% | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 88,018 | $913.8 萬 | 0.3% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 118,932 | $856.2 萬 | 0.3% | 歷史 |
| FISVFiserv Inc | Stock | 44,350 | $764.6 萬 | 0.2% | 歷史 |
| DVADavita Inc. | COM | 43,347 | $617.5 萬 | 0.2% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 17,225 | $527.9 萬 | 0.2% | 歷史 |
| DHIHorton D R Inc | COM | 40,527 | $522.5 萬 | 0.2% | 歷史 |
| ATRAptargroup, Inc. | Stock | 24,494 | $383.2 萬 | 0.1% | 歷史 |
| ITGartner Inc | COM | 8,537 | $345.1 萬 | 0.1% | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 33,673 | $329.4 萬 | 0.1% | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 6,602 | $319.5 萬 | 0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 13,566 | $296.6 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 38,863 | $295.0 萬 | 0.1% | – |
| CHWYChewy, Inc. | CL A | 62,413 | $266.0 萬 | 0.1% | 歷史 |
| CHXChampionX Corp | COM | 81,809 | $203.2 萬 | 0.1% | 歷史 |
| TGNATegna Inc | COM | 116,315 | $194.9 萬 | 0.1% | 歷史 |
| ONTOOnto Innovation Inc. | COM | 17,376 | $175.4 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 15,787 | $155.7 萬 | <0.1% | 歷史 |
| UNMUnum Group | Stock | 12,139 | $98.0 萬 | <0.1% | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 5,768 | $89.0 萬 | <0.1% | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,433 | $85.4 萬 | <0.1% | – |
| HESHess Corp | Stock | 5,838 | $80.9 萬 | <0.1% | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 30,432 | $70.0 萬 | <0.1% | 歷史 |
| HUBSHubSpot Inc | COM | 1,245 | $69.3 萬 | <0.1% | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 5,894 | $68.0 萬 | <0.1% | 歷史 |
| AROCArchrock, Inc. | COM | 25,904 | $64.3 萬 | <0.1% | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 34,670 | $63.1 萬 | <0.1% | 歷史 |
| KMPRKEMPER Corp | COM | 9,425 | $60.8 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,524 | $59.0 萬 | <0.1% | 歷史 |
| CMCCommercial Metals Co | Stock | 11,595 | $56.7 萬 | <0.1% | 歷史 |
| VLOValero Energy Corp | Stock | 4,065 | $54.6 萬 | <0.1% | 歷史 |
| SMPLSimply Good Foods Co | COM | 17,206 | $54.4 萬 | <0.1% | 歷史 |
| Aris Water Solutions, Inc.04041L106 | CLASS A COM | 21,716 | $51.4 萬 | <0.1% | – |
| NOVNOV Inc. | COM | 40,861 | $50.8 萬 | <0.1% | 歷史 |
| CROXCrocs, Inc. | COM | 4,763 | $48.2 萬 | <0.1% | 歷史 |
| TDGTransDigm Group INC | COM | 216 | $32.8 萬 | <0.1% | 歷史 |
| CRHCRH Public Ltd Co | ORD | 3,394 | $31.2 萬 | <0.1% | 歷史 |
| URBNUrban Outfitters Inc | COM | 3,635 | $26.4 萬 | <0.1% | 歷史 |
| UVEUniversal Insurance Holdings, Inc. | COM | 9,332 | $25.9 萬 | <0.1% | 歷史 |
| HRTGHeritage Insurance Holdings, Inc. | COM | 10,321 | $25.7 萬 | <0.1% | 歷史 |
| CDWCDW Corp | COM | 1,366 | $24.4 萬 | <0.1% | 歷史 |
| AMBPArdagh Metal Packaging S.A. | SHS | 53,519 | $22.9 萬 | <0.1% | 歷史 |
| CAHCardinal Health Inc | Stock | 1,362 | $22.9 萬 | <0.1% | 歷史 |
| IBEXIBEX Ltd | SHS NEW | 7,750 | $22.6 萬 | <0.1% | 歷史 |
| GVAGranite Construction Inc | COM | 2,208 | $20.6 萬 | <0.1% | 歷史 |