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Moran Wealth Management, LLC

SEC CIK
0001965334
最新申報
2026/8/5

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/4/27 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
474
較 2025 年第 4 季 −11
總值
$32.7 億
較 2025 年第 4 季 +$412.0 萬 (+0.1%)
申報日
2026/4/27
SEC
Moran Wealth Management, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AVGOBroadcom Inc.Stock189,286$5,859 萬1.8%−15,837−7.7%減碼歷史
PHParker-Hannifin CorpStock62,133$5,562 萬1.7%−10,936−15.0%減碼歷史
NVDANVIDIA CorpStock313,149$5,461 萬1.7%−3,765−1.2%減碼歷史
TTTrane Technologies plcSHS115,374$4,808 萬1.5%−3,775−3.2%減碼歷史
EOGEOG Resources IncStock301,981$4,366 萬1.3%+11,862+4.1%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT217,549$4,175 萬1.3%+212,819+4,499.3%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR122,945$4,155 萬1.3%−33,539−21.4%減碼歷史
HWMHowmet Aerospace Inc.Stock158,056$3,643 萬1.1%−19,252−10.9%減碼歷史
MSFTMicrosoft CorpStock91,657$3,393 萬1.0%−5,342−5.5%減碼歷史
CATCaterpillar IncStock47,323$3,353 萬1.0%−8,307−14.9%減碼歷史
WSMWilliams Sonoma IncCOM172,560$3,146 萬1.0%−25,393−12.8%減碼歷史
AMPAmeriprise Financial IncCOM70,412$3,129 萬1.0%+3,240+4.8%加碼歷史
TAT&T Inc.Stock1,010,614$2,930 萬0.9%−17,860−1.7%減碼歷史
ZTSZoetis Inc.Stock247,304$2,923 萬0.9%+44,563+22.0%加碼歷史
CDNSCadence Design Systems IncStock104,512$2,904 萬0.9%−16,671−13.8%減碼歷史
FDXFedEx CorpStock75,254$2,680 萬0.8%−13,113−14.8%減碼歷史
MRKMerck & Co., Inc.Stock220,292$2,650 萬0.8%−16,677−7.0%減碼歷史
PCARPaccar IncCOM221,405$2,557 萬0.8%−15,804−6.7%減碼歷史
VVisa Inc.Stock84,584$2,556 萬0.8%+21,672+34.4%加碼歷史
JPMJPMorgan Chase & CoStock86,785$2,553 萬0.8%−2,422−2.7%減碼歷史
LINLinde PLCStock51,421$2,549 萬0.8%−8,331−13.9%減碼歷史
LMTLockheed Martin CorpStock41,736$2,522 萬0.8%−4,629−10.0%減碼歷史
APHAmphenol CorpCL A195,887$2,475 萬0.8%−8,858−4.3%減碼歷史
GOOGLAlphabet Inc.Stock82,533$2,373 萬0.7%−8,018−8.9%減碼歷史
NTAPNetApp, Inc.Stock225,310$2,307 萬0.7%−17,889−7.4%減碼歷史
CMECME Group Inc.COM77,465$2,288 萬0.7%+12,758+19.7%加碼歷史
ANETArista Networks, Inc.Stock182,605$2,242 萬0.7%−4,451−2.4%減碼歷史
JNJJohnson & JohnsonStock90,903$2,222 萬0.7%+12,160+15.4%加碼歷史
GOOGAlphabet Inc.Stock76,968$2,208 萬0.7%−9,388−10.9%減碼歷史
TXNTexas Instruments IncStock112,008$2,175 萬0.7%−8,275−6.9%減碼歷史
RSGRepublic Services, Inc.COM98,086$2,148 萬0.7%−6,208−6.0%減碼歷史
PGRProgressive CorpStock107,653$2,134 萬0.7%−61,492−36.4%減碼歷史
CSCOCisco Systems, Inc.Stock274,925$2,133 萬0.7%+445+0.2%加碼歷史
DGXQuest Diagnostics IncCOM108,351$2,123 萬0.7%+4,287+4.1%加碼歷史
CASYCaseys General Stores IncCOM28,627$2,084 萬0.6%+18,517+183.2%加碼歷史
AFLAflac IncStock188,305$2,066 萬0.6%−9,954−5.0%減碼歷史
METAMeta Platforms, Inc.Stock35,969$2,058 萬0.6%+1,881+5.5%加碼歷史
MCKMcKesson CorpStock23,417$2,026 萬0.6%−173−0.7%減碼歷史
MSIMotorola Solutions, Inc.Stock46,603$2,022 萬0.6%+5,106+12.3%加碼歷史
WMTWalmart Inc.Stock161,231$2,004 萬0.6%−2,089−1.3%減碼歷史
ETNEaton Corp plcStock54,428$1,947 萬0.6%−6,953−11.3%減碼歷史
PGProcter & Gamble CoStock134,599$1,944 萬0.6%+9,044+7.2%加碼歷史
AMZNAmazon Com IncStock92,276$1,922 萬0.6%+9,092+10.9%加碼歷史
LRCXLam Research CorpStock88,825$1,898 萬0.6%−2,294−2.5%減碼歷史
CVXChevron CorpStock90,406$1,871 萬0.6%−3,778−4.0%減碼歷史
KRKroger CoStock256,577$1,857 萬0.6%−739−0.3%減碼歷史
CORCencora, Inc.Stock58,824$1,848 萬0.6%−6,436−9.9%減碼歷史
PHMPultegroup IncCOM157,052$1,847 萬0.6%−13,741−8.0%減碼歷史
PWRQuanta Services, Inc.COM33,379$1,833 萬0.6%−10,306−23.6%減碼歷史
IRMIron Mountain IncCOM173,360$1,771 萬0.5%−21,780−11.2%減碼歷史
MTZMastec IncCOM55,004$1,770 萬0.5%−9,842−15.2%減碼歷史
AXPAmerican Express CoStock58,097$1,757 萬0.5%−2,827−4.6%減碼歷史
AMATApplied Materials IncStock50,971$1,742 萬0.5%−12,750−20.0%減碼歷史
GRMNGarmin LtdSHS75,045$1,741 萬0.5%−106,739−58.7%減碼歷史
MPWRMonolithic Power Systems, Inc.COM15,725$1,719 萬0.5%−138−0.9%減碼歷史
EMEEMCOR Group, Inc.Stock22,115$1,633 萬0.5%−1,406−6.0%減碼歷史
BRK.BBerkshire Hathaway IncStock33,686$1,614 萬0.5%−1,389−4.0%減碼歷史
PAGPenske Automotive Group, Inc.COM107,210$1,603 萬0.5%−41,719−28.0%減碼歷史
LOWLowes Companies IncStock67,054$1,584 萬0.5%+2,497+3.9%加碼歷史
INTUIntuit Inc.Stock36,256$1,568 萬0.5%+1,463+4.2%加碼歷史
BXBlackstone Inc.COM136,173$1,566 萬0.5%−5,038−3.6%減碼歷史
FIXComfort Systems USA IncCOM11,354$1,566 萬0.5%−17,003−60.0%減碼歷史
PEPPepsiCo IncStock98,836$1,535 萬0.5%+10,864+12.3%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock61,062$1,526 萬0.5%−9,633−13.6%減碼歷史
COSTCostco Wholesale CorpStock15,298$1,524 萬0.5%+2,674+21.2%加碼歷史
KLACKLA CorpCOM NEW10,275$1,513 萬0.5%−1,754−14.6%減碼歷史
SFStifel Financial CorpCOM204,372$1,511 萬0.5%+67,478+49.3%加碼歷史
FTITechnipFMC plcCOM210,508$1,455 萬0.4%+210,508新進歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR699,465$1,451 萬0.4%+164,421+30.7%加碼歷史
MAMastercard IncStock28,803$1,439 萬0.4%−874−2.9%減碼歷史
SBACSba Communications CorpCL A81,611$1,405 萬0.4%+5,325+7.0%加碼歷史
ROLRollins IncCOM261,489$1,397 萬0.4%−30,586−10.5%減碼歷史
SSNCSS&C Technologies Holdings IncCOM205,890$1,391 萬0.4%−13,444−6.1%減碼歷史
IRIngersoll Rand Inc.COM171,528$1,374 萬0.4%−18,207−9.6%減碼歷史
IQVIQVIA Holdings Inc.Stock80,434$1,372 萬0.4%+40,217+100.0%加碼歷史
iShares Inc464286400MSCI BRAZIL ETF356,584$1,369 萬0.4%+38,919+12.3%加碼–
SPOTSpotify Technology S.A.Stock28,053$1,360 萬0.4%−7,348−20.8%減碼歷史
AAPLApple Inc.Stock52,920$1,343 萬0.4%+5,174+10.8%加碼歷史
HDHome Depot, Inc.Stock40,407$1,329 萬0.4%+3,737+10.2%加碼歷史
CICigna GroupStock48,375$1,290 萬0.4%+4,808+11.0%加碼歷史
MDTMedtronic plcStock146,533$1,270 萬0.4%−4,909−3.2%減碼歷史
XOMExxonMobil Holdings CorpCOM74,525$1,264 萬0.4%−7,127−8.7%減碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF132,834$1,252 萬0.4%+39,805+42.8%加碼–
TOLToll Brothers, Inc.COM89,488$1,221 萬0.4%+9,992+12.6%加碼歷史
WMBWilliams Companies, Inc.COM166,496$1,212 萬0.4%+166,496新進歷史
MNSTMonster Beverage CorpCOM166,020$1,203 萬0.4%−13,167−7.3%減碼歷史
PANWPalo Alto Networks IncStock73,634$1,181 萬0.4%+7,572+11.5%加碼歷史
ITTItt Inc.COM61,666$1,175 萬0.4%−4,302−6.5%減碼歷史
Global X FDS37954Y327GLBX MSCI COLUM294,851$1,166 萬0.4%+19,464+7.1%加碼–
TROWPrice T Rowe Group IncStock128,016$1,154 萬0.4%+2,130+1.7%加碼歷史
NFLXNetflix IncStock118,625$1,141 萬0.3%−18,015−13.2%減碼歷史
SYYSysco CorpStock159,154$1,135 萬0.3%−7,340−4.4%減碼歷史
PKGPackaging Corp of AmericaStock53,419$1,134 萬0.3%−2,206−4.0%減碼歷史
IBKRInteractive Brokers Group, Inc.Stock165,986$1,113 萬0.3%+63,993+62.7%加碼歷史
SFMSprouts Farmers Market, Inc.COM143,842$1,109 萬0.3%+14,921+11.6%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock68,105$1,107 萬0.3%+68,105新進歷史
BHPBHP Group LtdADR151,956$1,105 萬0.3%+13,499+9.7%加碼歷史
CPAYCorpay, Inc.COM SHS37,869$1,102 萬0.3%+16,586+77.9%加碼歷史
RIORio Tinto PLCADR117,834$1,099 萬0.3%+8,943+8.2%加碼歷史
BBarrick Mining CorpStock267,263$1,089 萬0.3%+127,542+91.3%加碼歷史

2025 年第 4 季之後清倉（97 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Moran Wealth Management, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
CLColgate Palmolive CoStock192,436$1,521 萬0.5%歷史
WRBBerkley W R CorpCOM172,670$1,211 萬0.4%歷史
TELTE Connectivity plcStock44,138$1,004 萬0.3%歷史
TKOTKO Group Holdings, Inc.CL A39,082$816.8 萬0.3%歷史
PFGCPerformance Food Group CoCOM84,680$761.4 萬0.2%歷史
BROBrown & Brown, Inc.Stock93,521$745.4 萬0.2%歷史
SPYSPDR S&P 500 ETF TrustETF10,864$740.8 萬0.2%歷史
iShares Tr464287689RUSSELL 3000 ETF18,660$721.9 萬0.2%–
MLIMueller Industries IncCOM58,728$674.2 萬0.2%歷史
TTDTrade Desk, Inc.Stock148,567$564.0 萬0.2%歷史
DECKDeckers Outdoor CorpCOM51,291$531.7 萬0.2%歷史
PRIPrimerica, Inc.Stock20,522$530.2 萬0.2%歷史
PODDInsulet CorpStock18,252$518.8 萬0.2%歷史
ANDEAndersons, Inc.COM94,981$505.0 萬0.2%歷史
ADPAutomatic Data Processing IncStock19,136$492.2 萬0.2%歷史
EHCEncompass Health CorpCOM38,111$404.5 萬0.1%歷史
ITGartner IncCOM13,938$351.6 萬0.1%歷史
ICEIntercontinental Exchange, Inc.Stock20,543$332.7 萬0.1%歷史
YELPYelp IncCL A108,797$330.6 萬0.1%歷史
CNMDCONMED CorpCOM65,812$267.2 萬0.1%歷史
EXLSExlService Holdings, Inc.COM52,243$221.7 萬0.1%歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL29,728$212.3 萬0.1%–
iShares Russell 1000 Value ETF464287598ETF8,163$171.7 萬0.1%–
WKCWorld Kinect CorpCOM65,979$154.6 萬<0.1%歷史
DUOLDuolingo, Inc.CL A COM8,035$141.0 萬<0.1%歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW18,373$139.5 萬<0.1%歷史
VanEck Semiconductor ETF92189F676ETF3,498$126.0 萬<0.1%–
iShares Tr464287630RUS 2000 VAL ETF6,223$112.8 萬<0.1%–
iShares Russell 2000 ETF464287655ETF3,414$84.0 萬<0.1%–
iShares MSCI USA Min Vol Factor ETF46429B697ETF8,683$81.8 萬<0.1%–
CRAICra International, Inc.COM3,685$74.0 萬<0.1%歷史
QTWOQ2 Holdings, Inc.COM10,132$73.1 萬<0.1%歷史
iShares Russell 1000 Growth ETF464287614ETF1,312$62.1 萬<0.1%–
IDTIdt CorpCL B NEW11,594$59.4 萬<0.1%歷史
ALKSAlkermes plc.SHS20,651$57.8 萬<0.1%歷史
LRNStride, Inc.COM8,860$57.5 萬<0.1%歷史
NXTNextpower Inc.Stock6,433$56.0 萬<0.1%歷史
GMEDGlobus Medical IncStock5,669$49.5 萬<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM1,753$48.9 萬<0.1%歷史
ACHRArcher Aviation Inc.Stock62,502$47.0 萬<0.1%歷史
TWLOTwilio IncCL A3,280$46.7 萬<0.1%歷史
ROKRockwell Automation, IncStock1,199$46.6 萬<0.1%歷史
CBChubb LtdStock1,457$45.5 萬<0.1%歷史
MARMarriott International IncStock1,446$44.9 萬<0.1%歷史
LECOLincoln Electric Holdings IncCOM1,851$44.4 萬<0.1%歷史
EXPDExpeditors International of Washington IncCOM2,945$43.9 萬<0.1%歷史
HEIHeico CorpCOM1,308$42.3 萬<0.1%歷史
ALLAllstate CorpStock1,952$40.6 萬<0.1%歷史
HOODRobinhood Markets, Inc.Stock3,468$39.2 萬<0.1%歷史
BWABorgwarner IncCOM8,588$38.7 萬<0.1%歷史
TXTTextron IncCOM4,412$38.5 萬<0.1%歷史
NRGNRG Energy, Inc.Stock2,414$38.4 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock651$37.7 萬<0.1%歷史
NWSANews CorpCL A14,378$37.6 萬<0.1%歷史
NUENucor CorpCOM2,235$36.5 萬<0.1%歷史
MSCIMSCI Inc.Stock624$35.8 萬<0.1%歷史
AMEAmetek IncCOM1,742$35.8 萬<0.1%歷史
FITBFifth Third BancorpCOM7,590$35.5 萬<0.1%歷史
DASHDoorDash, Inc.Stock1,508$34.2 萬<0.1%歷史
UGIUgi CorpStock8,522$31.9 萬<0.1%歷史
COPConocoPhillipsStock3,234$30.3 萬<0.1%歷史
APPAppLovin CorpCOM CL A446$30.1 萬<0.1%歷史
USBUS Bancorp DECOM NEW5,577$29.8 萬<0.1%歷史
REVGREV Group, Inc.COM4,822$29.3 萬<0.1%歷史
PMPhilip Morris International Inc.Stock1,816$29.1 萬<0.1%歷史
TYLTyler Technologies IncCOM640$29.1 萬<0.1%歷史
CSGPCostar Group, Inc.COM4,298$28.9 萬<0.1%歷史
LVSLas Vegas Sands CorpCOM4,249$27.7 萬<0.1%歷史
BIOBio-Rad Laboratories, Inc.CL A899$27.2 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW3,896$27.0 萬<0.1%歷史
VIKViking Holdings LtdORD SHS3,590$25.6 萬<0.1%歷史
DLBDolby Laboratories, Inc.COM CL A3,837$24.6 萬<0.1%歷史
MANHManhattan Associates IncStock1,395$24.2 萬<0.1%歷史
RACEFerrari N.V.COM645$24.2 萬<0.1%歷史
HLTHilton Worldwide Holdings Inc.COM840$24.1 萬<0.1%歷史
ENTGEntegris IncCOM2,840$23.9 萬<0.1%歷史
FASTFastenal CoStock5,850$23.5 萬<0.1%歷史
RVLVRevolve Group, Inc.CL A7,597$22.9 萬<0.1%歷史
DOXAmdocs LtdSHS2,795$22.5 萬<0.1%歷史
DDOGDatadog, Inc.CL A COM1,653$22.5 萬<0.1%歷史
THCTenet Healthcare CorpCOM NEW1,123$22.3 萬<0.1%歷史
ANAutonation, Inc.COM1,072$22.1 萬<0.1%歷史
LENLennar CorpCL A2,123$21.8 萬<0.1%歷史
RIGLRigel Pharmaceuticals IncCOM5,093$21.8 萬<0.1%歷史
URBNUrban Outfitters IncCOM2,874$21.6 萬<0.1%歷史
ABTAbbott LaboratoriesStock1,709$21.4 萬<0.1%歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF2,659$21.3 萬<0.1%–
FTDRFrontdoor, Inc.COM3,668$21.2 萬<0.1%歷史
PGNYProgyny, Inc.COM8,162$21.0 萬<0.1%歷史
CCKCrown Holdings, Inc.COM2,030$20.9 萬<0.1%歷史
FWONALiberty Media CorpCOM LBTY ONE S A2,311$20.7 萬<0.1%歷史
RDDTReddit, Inc.Stock876$20.1 萬<0.1%歷史
COMPCompass, Inc.CL A16,804$17.8 萬<0.1%歷史
AVAHAveanna Healthcare Holdings, Inc.COM20,912$17.1 萬<0.1%歷史
CWKCushman & Wakefield Ltd.COMMON SHARES10,382$16.8 萬<0.1%歷史
MAXMediaAlpha, Inc.CL A12,716$16.5 萬<0.1%歷史
NRDSNerdwallet, Inc.COM CL A10,916$14.8 萬<0.1%歷史