Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- 最新申報
- 2026/8/5
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/5 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 491
- 較 2026 年第 1 季 +17
- 總值
- $36.7 億
- 較 2026 年第 1 季 +$4.02 億 (+12.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 174,797 | $6,603 萬 | 1.8% | −14,489−7.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 313,984 | $6,283 萬 | 1.7% | +835+0.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 58,956 | $5,767 萬 | 1.6% | −3,177−5.1% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 109,513 | $5,379 萬 | 1.5% | −5,861−5.1% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 118,675 | $5,143 萬 | 1.4% | +29,850+33.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 103,313 | $4,934 萬 | 1.3% | −19,632−16.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 207,812 | $4,422 萬 | 1.2% | −9,737−4.5% | 減碼 | – |
| CATCaterpillar Inc | Stock | 39,277 | $4,183 萬 | 1.1% | −8,046−17.0% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 148,919 | $4,004 萬 | 1.1% | −9,137−5.8% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 162,177 | $3,780 萬 | 1.0% | −10,383−6.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 97,043 | $3,620 萬 | 1.0% | +5,386+5.9% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 94,960 | $3,564 萬 | 1.0% | −9,552−9.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 272,856 | $3,540 萬 | 1.0% | −29,125−9.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 46,459 | $3,359 萬 | 0.9% | −4,512−8.9% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 186,732 | $3,292 萬 | 0.9% | −9,155−4.7% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 209,544 | $3,243 萬 | 0.9% | −15,766−7.0% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 68,051 | $3,122 萬 | 0.9% | −2,361−3.4% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 101,280 | $3,019 萬 | 0.8% | −10,728−9.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 84,341 | $3,014 萬 | 0.8% | +1,808+2.2% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 410,762 | $2,952 萬 | 0.8% | +163,458+66.1% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 172,638 | $2,933 萬 | 0.8% | −9,967−5.5% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 95,358 | $2,877 萬 | 0.8% | −7,392−7.2% | 減碼依 10 比 1 拆股換算 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 86,958 | $2,846 萬 | 0.8% | +173+0.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 23,844 | $2,752 萬 | 0.8% | +1,379+6.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 79,975 | $2,744 萬 | 0.7% | −4,609−5.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 212,218 | $2,727 萬 | 0.7% | −8,074−3.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 230,491 | $2,707 萬 | 0.7% | −44,434−16.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 73,884 | $2,611 萬 | 0.7% | −3,084−4.0% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 49,064 | $2,546 萬 | 0.7% | −2,357−4.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 20,903 | $2,507 萬 | 0.7% | +9,638+85.6% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 78,564 | $2,460 萬 | 0.7% | +3,310+4.4% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 82,156 | $2,447 萬 | 0.7% | +82,156 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 99,103 | $2,362 萬 | 0.6% | +6,827+7.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 66,727 | $2,276 萬 | 0.6% | −6,907−9.4% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 31,445 | $2,264 萬 | 0.6% | −1,934−5.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 88,810 | $2,256 萬 | 0.6% | −2,093−2.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 52,751 | $2,248 萬 | 0.6% | −1,677−3.1% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 104,495 | $2,215 萬 | 0.6% | −3,856−3.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 39,135 | $2,204 萬 | 0.6% | +3,166+8.8% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 26,979 | $2,144 萬 | 0.6% | −1,648−5.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 186,379 | $2,111 萬 | 0.6% | +25,148+15.6% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 10,601 | $2,101 萬 | 0.6% | −753−6.6% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 163,458 | $2,065 萬 | 0.6% | −9,902−5.7% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 148,626 | $2,039 萬 | 0.6% | −8,426−5.4% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 94,384 | $2,011 萬 | 0.5% | −3,702−3.8% | 減碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 122,370 | $1,983 萬 | 0.5% | −37,063−23.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 129,812 | $1,904 萬 | 0.5% | −4,787−3.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 55,870 | $1,890 萬 | 0.5% | −2,227−3.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 64,463 | $1,865 萬 | 0.5% | +11,543+21.8% | 加碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 103,649 | $1,855 萬 | 0.5% | −3,561−3.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 44,007 | $1,828 萬 | 0.5% | −2,596−5.6% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 13,126 | $1,814 萬 | 0.5% | −2,599−16.5% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 83,994 | $1,730 萬 | 0.5% | +83,994 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 49,050 | $1,730 萬 | 0.5% | +8,643+21.4% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 22,845 | $1,726 萬 | 0.5% | −572−2.4% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 20,727 | $1,720 萬 | 0.5% | −1,388−6.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 33,732 | $1,719 萬 | 0.5% | −8,004−19.2% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 71,097 | $1,689 萬 | 0.5% | −3,948−5.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 28,899 | $1,679 萬 | 0.5% | +497+1.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 808,820 | $1,674 萬 | 0.5% | −201,794−20.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 75,663 | $1,671 萬 | 0.5% | −1,802−2.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 32,987 | $1,651 萬 | 0.5% | −699−2.1% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 56,374 | $1,595 萬 | 0.4% | −2,450−4.2% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 133,642 | $1,573 萬 | 0.4% | −2,531−1.9% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 158,397 | $1,555 萬 | 0.4% | +25,563+19.2% | 加碼 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 57,425 | $1,548 萬 | 0.4% | −3,637−6.0% | 減碼 | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 45,453 | $1,538 萬 | 0.4% | +22,261+96.0% | 加碼 | 歷史 |
| EXEExpand Energy Corp | COM | 167,650 | $1,529 萬 | 0.4% | +137,816+461.9% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 156,549 | $1,505 萬 | 0.4% | −9,471−5.7% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 97,816 | $1,503 萬 | 0.4% | −33,070−25.3% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 89,996 | $1,483 萬 | 0.4% | +508+0.6% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 75,946 | $1,467 萬 | 0.4% | −4,488−5.6% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 35,124 | $1,461 萬 | 0.4% | −19,880−36.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 15,595 | $1,459 萬 | 0.4% | +297+1.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 28,386 | $1,458 萬 | 0.4% | −417−1.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 87,652 | $1,453 萬 | 0.4% | −2,754−3.0% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 37,323 | $1,443 萬 | 0.4% | +444+1.2% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 124,645 | $1,417 萬 | 0.4% | −3,371−2.6% | 減碼 | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 238,984 | $1,416 萬 | 0.4% | +62,646+35.5% | 加碼 | – |
| SFStifel Financial Corp | COM | 202,225 | $1,411 萬 | 0.4% | −2,147−1.1% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 79,284 | $1,399 萬 | 0.4% | −2,327−2.9% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 34,673 | $1,395 萬 | 0.4% | +9,780+39.3% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 246,492 | $1,384 萬 | 0.4% | +234,474+1,951.0% | 加碼依 2 比 1 拆股換算 | – |
| KRKroger Co | Stock | 248,010 | $1,377 萬 | 0.4% | −8,567−3.3% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 35,639 | $1,374 萬 | 0.4% | −3,081−8.0% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 114,192 | $1,372 萬 | 0.4% | −107,213−48.4% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 157,379 | $1,370 萬 | 0.4% | −8,607−5.2% | 減碼 | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 301,766 | $1,362 萬 | 0.4% | −85,345−22.0% | 減碼 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 500,125 | $1,361 萬 | 0.4% | −410,291−45.1% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 200,712 | $1,331 萬 | 0.4% | −9,796−4.7% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 161,512 | $1,324 萬 | 0.4% | −10,016−5.8% | 減碼 | 歷史 |
| CICigna Group | Stock | 48,012 | $1,324 萬 | 0.4% | −363−0.8% | 減碼 | 歷史 |
| iShares Inc464286764 | MSCI SPAIN ETF | 222,606 | $1,322 萬 | 0.4% | +56,610+34.1% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 13,633 | $1,311 萬 | 0.4% | +3,881+39.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 96,651 | $1,309 萬 | 0.4% | −2,185−2.2% | 減碼 | 歷史 |
| CPAYCorpay, Inc. | COM SHS | 38,824 | $1,294 萬 | 0.4% | +955+2.5% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 78,357 | $1,290 萬 | 0.4% | +75,964+3,174.4% | 加碼 | – |
| SYYSysco Corp | Stock | 154,028 | $1,287 萬 | 0.4% | −5,126−3.2% | 減碼 | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 364,938 | $1,259 萬 | 0.3% | +8,354+2.3% | 加碼 | – |
| SPOTSpotify Technology S.A. | Stock | 27,416 | $1,259 萬 | 0.3% | −637−2.3% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（70 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 67,054 | $1,584 萬 | 0.5% | 歷史 |
| INTUIntuit Inc. | Stock | 36,256 | $1,568 萬 | 0.5% | 歷史 |
| Global X FDS37954Y327 | GLBX MSCI COLUM | 294,851 | $1,166 萬 | 0.4% | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 68,105 | $1,107 萬 | 0.3% | 歷史 |
| GISGeneral Mills Inc | Stock | 258,987 | $963.9 萬 | 0.3% | 歷史 |
| USFDUS Foods Holding Corp. | COM | 95,501 | $880.6 萬 | 0.3% | 歷史 |
| UHSUniversal Health Services Inc | CL B | 46,776 | $837.2 萬 | 0.3% | 歷史 |
| BSXBoston Scientific Corp | Stock | 132,336 | $830.4 萬 | 0.3% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 217,172 | $695.2 萬 | 0.2% | 歷史 |
| OCOwens Corning | Stock | 63,525 | $687.5 萬 | 0.2% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 177,930 | $625.2 萬 | 0.2% | 歷史 |
| PPCPilgrims Pride Corp | Stock | 154,831 | $584.6 萬 | 0.2% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 42,780 | $578.5 萬 | 0.2% | 歷史 |
| CMCSAComcast Corp | Stock | 198,340 | $569.4 萬 | 0.2% | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 30,461 | $522.8 萬 | 0.2% | 歷史 |
| INGRIngredion Inc | COM | 46,368 | $522.4 萬 | 0.2% | 歷史 |
| LULUlululemon athletica inc. | Stock | 33,342 | $510.5 萬 | 0.2% | 歷史 |
| ONONOn Holding AG | Stock | 133,788 | $455.1 萬 | 0.1% | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 48,269 | $453.1 萬 | 0.1% | 歷史 |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 65,525 | $332.3 萬 | 0.1% | – |
| GNRCGenerac Holdings Inc. | Stock | 16,217 | $316.8 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 62,890 | $312.5 萬 | 0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 99,304 | $301.1 萬 | 0.1% | – |
| ROKURoku, Inc | COM CL A | 31,600 | $299.0 萬 | 0.1% | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 60,062 | $280.7 萬 | 0.1% | 歷史 |
| TEXTerex Corp | Stock | 45,564 | $269.3 萬 | 0.1% | 歷史 |
| SHOOSteven Madden, Ltd. | COM | 69,335 | $235.2 萬 | 0.1% | 歷史 |
| DFINDonnelley Financial Solutions, Inc. | COM | 45,493 | $214.5 萬 | 0.1% | 歷史 |
| APOGApogee Enterprises, Inc. | COM | 62,829 | $210.7 萬 | 0.1% | 歷史 |
| PBHPrestige Consumer Healthcare Inc. | COM | 34,368 | $203.7 萬 | 0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 8,536 | $178.5 萬 | 0.1% | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 35,948 | $164.7 萬 | 0.1% | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 3,632 | $147.9 萬 | <0.1% | 歷史 |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 42,051 | $139.1 萬 | <0.1% | – |
| SMRNuscale Power Corp | CL A COM | 108,511 | $117.6 萬 | <0.1% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 10,606 | $116.0 萬 | <0.1% | – |
| ProShares Tr74347G267 | PROSHARES S&P | 17,667 | $99.9 萬 | <0.1% | – |
| PSIXPower Solutions International, Inc. | Stock | 15,927 | $97.0 萬 | <0.1% | 歷史 |
| CUZCousins Properties Inc | COM NEW | 38,255 | $86.3 萬 | <0.1% | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 22,816 | $74.7 萬 | <0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 18,796 | $72.2 萬 | <0.1% | 歷史 |
| PAHCPhibro Animal Health Corp | CL A COM | 9,059 | $50.1 萬 | <0.1% | 歷史 |
| ETREntergy Corp | COM | 2,932 | $32.9 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,189 | $30.0 萬 | <0.1% | 歷史 |
| HRTGHeritage Insurance Holdings, Inc. | COM | 11,011 | $28.9 萬 | <0.1% | 歷史 |
| SWXSouthwest Gas Holdings, Inc. | COM | 3,318 | $28.8 萬 | <0.1% | 歷史 |
| CMRECostamare Inc. | SHS | 16,667 | $28.2 萬 | <0.1% | 歷史 |
| PBFPBF Energy Inc. | CL A | 5,894 | $28.1 萬 | <0.1% | 歷史 |
| ORNOrion Group Holdings Inc | COM | 25,429 | $27.7 萬 | <0.1% | 歷史 |
| TCMDTactile Systems Technology Inc | COM | 10,576 | $27.6 萬 | <0.1% | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,984 | $26.9 萬 | <0.1% | 歷史 |
| EIXEdison International | Stock | 3,625 | $26.5 萬 | <0.1% | 歷史 |
| UIUbiquiti Inc. | COM | 328 | $25.9 萬 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 4,119 | $25.5 萬 | <0.1% | 歷史 |
| CENXCentury Aluminum Co | COM | 4,248 | $24.9 萬 | <0.1% | 歷史 |
| UCTTUltra Clean Holdings, Inc. | COM | 3,997 | $24.9 萬 | <0.1% | 歷史 |
| EQTEQT Corp | Stock | 3,890 | $24.8 萬 | <0.1% | 歷史 |
| GCTGigaCloud Technology Inc | Stock | 5,443 | $24.7 萬 | <0.1% | 歷史 |
| DVADavita Inc. | COM | 1,509 | $23.2 萬 | <0.1% | 歷史 |
| ANGIAngi Inc. | CL A NEW | 33,464 | $22.9 萬 | <0.1% | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 3,873 | $22.0 萬 | <0.1% | 歷史 |
| DBDDiebold Nixdorf, Inc | COM SHS | 2,885 | $21.8 萬 | <0.1% | 歷史 |
| KALUKaiser Aluminum Corp | COM PAR $0.01 | 1,776 | $21.4 萬 | <0.1% | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 3,163 | $21.3 萬 | <0.1% | 歷史 |
| RNGRingCentral, Inc. | CL A | 5,630 | $20.9 萬 | <0.1% | 歷史 |
| CVNACarvana Co. | CL A | 664 | $20.9 萬 | <0.1% | 歷史 |
| RLRalph Lauren Corp | CL A | 600 | $20.6 萬 | <0.1% | 歷史 |
| UFCSUnited Fire Group Inc | COM | 5,515 | $20.4 萬 | <0.1% | 歷史 |
| GAPGap Inc | COM | 8,408 | $20.3 萬 | <0.1% | 歷史 |
| OPFIOppFi Inc. | COM CL A | 10,908 | $8.41 萬 | <0.1% | 歷史 |