Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- 最新申報
- 2026/8/5
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/26 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 485
- 較 2025 年第 3 季 −6
- 總值
- $32.6 億
- 較 2025 年第 3 季 −$5,484 萬 (−1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 205,123 | $7,099 萬 | 2.2% | −23,066−10.1% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 73,069 | $6,422 萬 | 2.0% | −6,958−8.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 316,914 | $5,910 萬 | 1.8% | −1,557−0.5% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 156,484 | $4,755 萬 | 1.5% | −18,684−10.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 96,999 | $4,691 萬 | 1.4% | −10,204−9.5% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 119,149 | $4,637 萬 | 1.4% | −7,822−6.2% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 169,145 | $3,852 萬 | 1.2% | +35,470+26.5% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 121,183 | $3,788 萬 | 1.2% | −19,592−13.9% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 181,784 | $3,687 萬 | 1.1% | −10,329−5.4% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 177,308 | $3,635 萬 | 1.1% | −37,057−17.3% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 197,953 | $3,535 萬 | 1.1% | −14,711−6.9% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 67,172 | $3,294 萬 | 1.0% | −2,110−3.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 55,630 | $3,187 萬 | 1.0% | −3,727−6.3% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 290,119 | $3,047 萬 | 0.9% | +17,232+6.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 89,207 | $2,874 萬 | 0.9% | +74+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 90,551 | $2,834 萬 | 0.9% | −3,942−4.2% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 204,745 | $2,767 萬 | 0.8% | −3,834−1.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 86,356 | $2,710 萬 | 0.8% | −15,800−15.5% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 28,357 | $2,647 萬 | 0.8% | +7,192+34.0% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 243,199 | $2,604 萬 | 0.8% | −28,540−10.5% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 237,209 | $2,598 萬 | 0.8% | −7,878−3.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 1,028,474 | $2,555 萬 | 0.8% | −1,131−0.1% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 88,367 | $2,553 萬 | 0.8% | −4,310−4.7% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 202,741 | $2,551 萬 | 0.8% | +136,420+205.7% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 59,752 | $2,548 萬 | 0.8% | −7,972−11.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 236,969 | $2,494 萬 | 0.8% | +22,157+10.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 187,056 | $2,451 萬 | 0.8% | −4,776−2.5% | 減碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 148,929 | $2,357 萬 | 0.7% | −3,969−2.6% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 34,793 | $2,305 萬 | 0.7% | −1,086−3.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 60,924 | $2,254 萬 | 0.7% | −3,190−5.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 34,088 | $2,250 萬 | 0.7% | +2,738+8.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 46,365 | $2,243 萬 | 0.7% | −1,763−3.7% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 104,294 | $2,210 萬 | 0.7% | +20,451+24.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 62,912 | $2,206 萬 | 0.7% | +6,297+11.1% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 65,260 | $2,204 萬 | 0.7% | −5,004−7.1% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 198,259 | $2,186 萬 | 0.7% | −5,863−2.9% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 141,211 | $2,177 萬 | 0.7% | −4,408−3.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 274,480 | $2,114 萬 | 0.6% | −18,001−6.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 120,283 | $2,087 萬 | 0.6% | −2,735−2.2% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 35,401 | $2,056 萬 | 0.6% | −305−0.9% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 170,793 | $2,003 萬 | 0.6% | −5,598−3.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 61,381 | $1,955 萬 | 0.6% | −2,206−3.5% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 23,590 | $1,935 萬 | 0.6% | +544+2.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 83,184 | $1,920 萬 | 0.6% | +10,721+14.8% | 加碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 219,334 | $1,917 萬 | 0.6% | −11,090−4.8% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 43,685 | $1,844 萬 | 0.6% | −4,077−8.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 163,320 | $1,820 萬 | 0.6% | +2,656+1.7% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 104,064 | $1,806 萬 | 0.6% | −1,087−1.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 125,555 | $1,799 萬 | 0.6% | −4,271−3.3% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 64,707 | $1,767 萬 | 0.5% | −8,898−12.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 35,075 | $1,763 萬 | 0.5% | −409−1.2% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 292,075 | $1,753 萬 | 0.5% | −9,088−3.0% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 470,214 | $1,740 萬 | 0.5% | +168,834+56.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 182,334 | $1,739 萬 | 0.5% | −5,781−3.1% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 136,894 | $1,714 萬 | 0.5% | +3,432+2.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 29,677 | $1,694 萬 | 0.5% | −713−2.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 63,721 | $1,638 萬 | 0.5% | −7,116−10.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 78,743 | $1,630 萬 | 0.5% | −4,151−5.0% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 195,140 | $1,619 萬 | 0.5% | −7,648−3.8% | 減碼 | 歷史 |
| KRKroger Co | Stock | 257,316 | $1,608 萬 | 0.5% | −9,760−3.7% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 41,497 | $1,591 萬 | 0.5% | −11,405−21.6% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 91,119 | $1,560 萬 | 0.5% | +5,442+6.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 64,557 | $1,557 萬 | 0.5% | −583−0.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 192,436 | $1,521 萬 | 0.5% | −3,583−1.8% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 70,695 | $1,509 萬 | 0.5% | −3,128−4.2% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 189,735 | $1,503 萬 | 0.5% | +1,084+0.6% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 76,286 | $1,476 萬 | 0.5% | +46,677+157.6% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 12,029 | $1,462 萬 | 0.4% | −915−7.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 151,442 | $1,455 萬 | 0.4% | −3,220−2.1% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 23,521 | $1,439 萬 | 0.4% | −1,699−6.7% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 15,863 | $1,438 萬 | 0.4% | +313+2.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 94,184 | $1,435 萬 | 0.4% | −2,086−2.2% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 64,846 | $1,410 萬 | 0.4% | −9,606−12.9% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 179,187 | $1,374 萬 | 0.4% | −7,481−4.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 26,162 | $1,367 萬 | 0.4% | +68+0.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 47,746 | $1,298 萬 | 0.4% | +6,801+16.6% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 125,886 | $1,289 萬 | 0.4% | −3,352−2.6% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 194,005 | $1,288 萬 | 0.4% | +40,672+26.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 136,640 | $1,281 萬 | 0.4% | +4,650+3.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| PEPPepsiCo Inc | Stock | 87,972 | $1,263 萬 | 0.4% | −816−0.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 36,670 | $1,262 萬 | 0.4% | +11,923+48.2% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 166,494 | $1,227 萬 | 0.4% | −10,703−6.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 66,062 | $1,217 萬 | 0.4% | +799+1.2% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 172,670 | $1,211 萬 | 0.4% | +37,129+27.4% | 加碼 | 歷史 |
| CICigna Group | Stock | 43,567 | $1,199 萬 | 0.4% | +28,414+187.5% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 62,434 | $1,174 萬 | 0.4% | −1,500−2.3% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 55,625 | $1,147 萬 | 0.4% | −2,462−4.2% | 減碼 | 歷史 |
| ITTItt Inc. | COM | 65,968 | $1,145 萬 | 0.4% | −4,306−6.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 10,613 | $1,141 萬 | 0.3% | +362+3.5% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 38,480 | $1,139 萬 | 0.3% | +907+2.4% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 32,302 | $1,132 萬 | 0.3% | +19,625+154.8% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 237,286 | $1,103 萬 | 0.3% | +237,286 | 新進 | 歷史 |
| RMDResmed Inc | COM | 45,691 | $1,101 萬 | 0.3% | −523−1.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,624 | $1,089 萬 | 0.3% | +537+4.4% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 79,496 | $1,075 萬 | 0.3% | +5,405+7.3% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 234,782 | $1,074 萬 | 0.3% | +18,800+8.7% | 加碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 48,908 | $1,066 萬 | 0.3% | +15,233+45.2% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 174,771 | $1,056 萬 | 0.3% | −11,111−6.0% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 128,921 | $1,027 萬 | 0.3% | −6,324−4.7% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 9,592 | $1,027 萬 | 0.3% | −159−1.6% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（61 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74348A467 | S&P 500 DV ARIST | 279,302 | $2,879 萬 | 0.9% | – |
| HSYHershey Co | COM | 91,757 | $1,716 萬 | 0.5% | 歷史 |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 362,312 | $1,027 萬 | 0.3% | – |
| iShares Tr46434V761 | MSCI UAE ETF | 486,301 | $918.6 萬 | 0.3% | – |
| TTETotalEnergies SE | SPONSORED ADS | 85,582 | $510.8 萬 | 0.2% | 歷史 |
| Global X FDS37950E259 | GB MSCI AR ETF | 70,241 | $490.0 萬 | 0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 82,288 | $487.8 萬 | 0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 74,860 | $467.7 萬 | 0.1% | 歷史 |
| DOCSDoximity, Inc. | CL A | 60,125 | $439.8 萬 | 0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 21,482 | $411.1 萬 | 0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 18,239 | $347.2 萬 | 0.1% | 歷史 |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 68,120 | $345.2 萬 | 0.1% | – |
| ONOn Semiconductor Corp | Stock | 64,170 | $316.4 萬 | 0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 22,920 | $313.6 萬 | 0.1% | 歷史 |
| CPRTCopart Inc | COM | 63,776 | $286.8 萬 | 0.1% | 歷史 |
| OMCOmnicom Group Inc. | COM | 31,399 | $256.0 萬 | 0.1% | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 146,065 | $237.6 萬 | 0.1% | 歷史 |
| AMCRAmcor plc | ORD | 265,189 | $216.9 萬 | 0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 14,625 | $208.3 萬 | 0.1% | – |
| AVTAvnet Inc | COM | 38,294 | $200.2 萬 | 0.1% | 歷史 |
| iShares Tr46435U135 | CYBERSECURITY | 20,803 | $108.9 萬 | <0.1% | – |
| FLOFlowers Foods Inc | COM | 83,294 | $108.7 萬 | <0.1% | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 16,212 | $107.7 萬 | <0.1% | 歷史 |
| BCCBoise Cascade Co | COM | 13,868 | $107.2 萬 | <0.1% | 歷史 |
| iShares Tr46435U366 | SELF DRIVNG EV | 28,758 | $105.5 萬 | <0.1% | – |
| ALBAlbemarle Corp | Stock | 9,895 | $80.2 萬 | <0.1% | 歷史 |
| LMBLimbach Holdings, Inc. | COM | 7,214 | $70.1 萬 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 805 | $57.8 萬 | <0.1% | 歷史 |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 11,737 | $55.8 萬 | <0.1% | 歷史 |
| MGNIMagnite, Inc. | COM | 25,121 | $54.7 萬 | <0.1% | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 2,527 | $53.3 萬 | <0.1% | 歷史 |
| RPCRidgepost Capital, Inc. | CL A COM | 41,443 | $45.1 萬 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 13,652 | $43.9 萬 | <0.1% | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 5,741 | $42.0 萬 | <0.1% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,184 | $36.7 萬 | <0.1% | 歷史 |
| DSPViant Technology Inc. | COM CL A | 41,205 | $35.6 萬 | <0.1% | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 23,119 | $34.8 萬 | <0.1% | 歷史 |
| TILEInterface Inc | COM | 11,148 | $32.3 萬 | <0.1% | 歷史 |
| UIUbiquiti Inc. | COM | 485 | $32.0 萬 | <0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 1,027 | $30.8 萬 | <0.1% | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 313 | $29.2 萬 | <0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 315 | $29.0 萬 | <0.1% | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,816 | $28.7 萬 | <0.1% | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 862 | $28.7 萬 | <0.1% | 歷史 |
| NTNXNutanix, Inc. | Stock | 3,851 | $28.6 萬 | <0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,333 | $28.6 萬 | <0.1% | 歷史 |
| VRSNVerisign Inc | COM | 1,021 | $28.5 萬 | <0.1% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 625 | $28.5 萬 | <0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 1,389 | $28.0 萬 | <0.1% | 歷史 |
| EATBrinker International, Inc | Stock | 2,091 | $26.5 萬 | <0.1% | 歷史 |
| ARESAres Management Corp | CL A COM STK | 1,638 | $26.2 萬 | <0.1% | 歷史 |
| TOSTToast, Inc. | Stock | 7,142 | $26.1 萬 | <0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1,131 | $26.0 萬 | <0.1% | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 6,910 | $24.5 萬 | <0.1% | 歷史 |
| GLIBALiberty Capital Corp | SER A GCI GROUP | 6,414 | $24.1 萬 | <0.1% | 歷史 |
| DKNGDraftKings Inc. | Stock | 6,334 | $23.7 萬 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3,258 | $23.5 萬 | <0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 98 | $22.9 萬 | <0.1% | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 880 | $22.3 萬 | <0.1% | 歷史 |
| DPZDominos Pizza Inc | COM | 484 | $20.9 萬 | <0.1% | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 473 | $20.7 萬 | <0.1% | 歷史 |