MW

MinichMacGregor Wealth Management, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$5.7亿

申报季度: 2026-03-31 · 持股只数: 136

MinichMacGregor Wealth Management, LLC在最新一期 13F 报告中披露了 136 项持股，申报期为 2026-03-31，总持股市值约为 US$5.7亿，季度换手率为 54.0%。

机构性格雪花图

集中度
9.82
持仓稳定性
54
动能／逆势
100
行业集中度
80.2
多样化
100
仓位均衡度
84.65

近期动向

  • 减仓 SLV

    -99.0%　-US$2162.6万

  • 加仓 EMXC

    +1333.4%　US$1802.7万

  • 减仓 IYF

    -98.0%　-US$1634.2万

  • 加仓 ITA

    +22.6%　US$561.5万

  • 加仓 ICLN

    +95.6%　US$462.8万

  • 减仓 ETN

    -95.6%　-US$423.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1GLDSpdr Gold SharesETF-避险与商品6.22%-0.75%-15.64%
2ITAIshares U.s. Aerospace & DefETF-其他4.96%+0.88%+22.63%
3PYLDPimco Multisector Bond ActvETF-其他3.86%+0.11%+7.54%
4VWOVanguard Ftse Emerging MarkeETF-新兴市场3.63%+0.16%+6.89%
5IEZIshares U.s. Oil Equipment &ETF-其他3.51%+3.51%NEW
6SOXXIshares Semiconductor ETFETF-其他3.49%+3.49%NEW
7EMXCIshares Msci Emr Mrk Ex ChnaETF-其他3.40%+3.17%+1333.38%
8NVDANvidia CORP股票-科技2.81%—+8.86%
9SCHXSchwab US Large-cap ETFETF-其他2.58%—+3.40%
10SCHGSchwab US Large-cap GrowthETF-其他2.49%-0.27%+3.74%
11VISVanguard Industrials ETFETF-其他2.44%+0.08%+1.25%
12IAUIshares Gold TrustETF-避险与商品2.32%+0.13%+0.35%
13HYGHIshares Int Rate Hedg Hy ETFETF-其他2.21%+0.17%+12.03%
14MINTPimco Enhanced Short MaturitETF-其他2.21%+0.18%+11.65%
15ROBORobo Global Robotics And AutETF-其他2.21%+2.21%NEW
16IYJIshares U.s. Industrials ETFETF-其他2.17%+0.16%+11.53%
17IVVIshares Core S&p 500 ETFETF-大型股与成长2.08%+0.05%+10.60%
18XTLSs Spdr S&p Telecom ETFETF-其他2.08%+2.08%NEW
19IAIIshares U.s. Broker-dealersETF-其他2.02%—+7.42%
20VGKVanguard Ftse Europe ETFETF-其他1.94%+0.32%+24.88%
21KLACKla CORP股票-科技1.93%—-21.16%
22GOOGLAlphabet Inc-cl A股票-通信服务1.93%-0.48%-10.61%
23RAAXVaneck Real Assets ETFETF-其他1.89%+1.89%NEW
24SHVIshares 0-1 Year Treasury BoETF-政府公债1.82%+0.08%+6.92%
25HEIHeico CORP股票-工业1.77%—+14.59%
26IBDVIshares Ibonds Dec 2030 CORPETF-其他1.76%—+6.83%
27KTOSKratos Defense & Security股票-工业1.75%+0.15%+21.00%
28MSFTMicrosoft CORP股票-科技1.67%-0.57%-0.06%
29DAUGFt Vest U.s. Equity Deep BufETF-其他1.63%—+3.13%
30ICLNIshares Global Clean EnergyETF-其他1.51%+0.80%+95.58%
31IGEIshares North American NaturETF-其他1.41%+1.41%NEW
32MARMarriott International -cl A股票-周期性消费1.23%—-6.68%
33TJXTjx Companies INC股票-周期性消费1.22%—-2.21%
34BRK-BBerkshire Hathaway Inc-cl B股票-其他1.22%—+8.25%
35VLOValero Energy CORP股票-能源1.21%+1.21%NEW
36ORLYO'reilly Automotive INC股票-周期性消费1.20%+0.17%+17.66%
37STLDSteel Dynamics INC股票-原材料1.19%—-2.46%
38SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.13%—-2.27%
39SLBSlb LTD股票-能源1.10%+1.10%NEW
40IBDTIshares Ibonds Dec 2028 ETFETF-其他1.10%—+3.78%
41PHParker Hannifin CORP股票-工业1.06%+1.06%NEW
42SHYIshares 1-3 Year Treasury BoETF-政府公债0.89%—+10.29%
43NLRVaneck Urani & Nuclr Etf-usdETF-其他0.71%—+5.80%
44LMTLockheed Martin CORP股票-工业0.63%+0.10%-1.75%
45AAPLApple INC股票-科技0.63%—-4.25%
46GEGeneral Electric股票-工业0.45%—-9.08%
47PDBCInvesco Optimum Yield DiversETF-其他0.45%+0.45%NEW
48GEVGE Vernova INC股票-工业0.38%——
49JPMJpmorgan Chase & Co股票-金融0.28%—-15.55%
50AMZNAmazon.com INC股票-周期性消费0.26%—-12.78%
1–50 of 136

本季持股变动

MinichMacGregor Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ishares US Consumer Discreti (IYC); 新建仓: Ishares U.s. Oil Equipment & (IEZ); 新建仓: Ishares Semiconductor ETF (SOXX); 清仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Robo Global Robotics And Aut (ROBO).

MinichMacGregor Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1EMXCIshares Msci Emr Mrk Ex Chna+3.2%+1333.38%加仓
2ITAIshares U.s. Aerospace & Def+0.9%+22.63%加仓
3ICLNIshares Global Clean Energy+0.8%+95.58%加仓
4VGKVanguard Ftse Europe ETF+0.3%+24.88%加仓
5MINTPimco Enhanced Short Maturit+0.2%+11.65%加仓
6HYGHIshares Int Rate Hedg Hy ETF+0.2%+12.03%加仓
7ORLYO'reilly Automotive INC+0.2%+17.66%加仓
8VWOVanguard Ftse Emerging Marke+0.2%+6.89%加仓
9IYJIshares U.s. Industrials ETF+0.2%+11.53%加仓
10KTOSKratos Defense & Security+0.2%+21.00%加仓
11IAUIshares Gold Trust+0.1%+0.35%加仓
12PYLDPimco Multisector Bond Actv+0.1%+7.54%加仓
13LMTLockheed Martin CORP+0.1%-1.75%减仓
14VISVanguard Industrials ETF+0.1%+1.25%加仓
15SHVIshares 0-1 Year Treasury Bo+0.1%+6.92%加仓
16IVVIshares Core S&p 500 ETF+0.1%+10.60%加仓
17FDNFirst Trust Dj Internet Ind-0.1%-74.18%减仓
18DIASs Spdr Dow Jones Indus Avg-0.2%-77.77%减仓
19SCHGSchwab US Large-cap Growth-0.3%+3.74%加仓
20QQQInvesco Qqq Trust Series 1-0.4%-68.32%减仓
21GOOGLAlphabet Inc-cl A-0.5%-10.61%减仓
22MSFTMicrosoft CORP-0.6%-0.06%减仓
23GLDSpdr Gold Shares-0.8%-15.64%减仓
24ETNEaton Corporation plc-0.8%-95.61%减仓
25IYFIshares US Financials ETF-3%-97.96%减仓
26SLVIshares Silver Trust-3.9%-99.04%减仓
27IYCIshares US Consumer Discreti—EXIT清仓
28IEZIshares U.s. Oil Equipment &—NEW新建仓
29SOXXIshares Semiconductor ETF—NEW新建仓
30IGVIshares Expanded Tech-softwa—EXIT清仓
31ROBORobo Global Robotics And Aut—NEW新建仓
32IDUIshares US Utilities ETF—EXIT清仓
33XTLSs Spdr S&p Telecom ETF—NEW新建仓
34RAAXVaneck Real Assets ETF—NEW新建仓
35PANWPalo Alto Networks INC—EXIT清仓
36IGEIshares North American Natur—NEW新建仓
37VLOValero Energy CORP—NEW新建仓
38SLBSlb LTD—NEW新建仓
39CTASCintas CORP—EXIT清仓
40PHParker Hannifin CORP—NEW新建仓
41LDOSLeidos Holdings INC—EXIT清仓
42ZETAZeta Global Holdings Corp-a—EXIT清仓
43NOWServicenow INC—EXIT清仓
44PDBCInvesco Optimum Yield Divers—NEW新建仓
45HALHalliburton Co—NEW新建仓
46FXUFirst Trust Utilities Alphad—EXIT清仓
47FXOFirst Trust Financial Alphad—EXIT清仓
48FXNFirst Trust Energy Alphadex—NEW新建仓
49FBTFirst Trust Nyse Arca Biotec—NEW新建仓
50FTXRFirst Trust Nasdaq Transport—NEW新建仓

FAQ

MinichMacGregor Wealth Management, LLC 是什么机构？属于哪种投资人类型？
MinichMacGregor Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$5.7亿，分布在 136 个已申报仓位之中。
MinichMacGregor Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，MinichMacGregor Wealth Management, LLC 按市值排列的前几大持股为： 1. Spdr Gold Shares (GLD) — US$3524.6万 (6.2%) 2. Ishares U.s. Aerospace & Def (ITA) — US$2812.4万 (5.0%) 3. Pimco Multisector Bond Actv (PYLD) — US$2187.5万 (3.9%) 4. Vanguard Ftse Emerging Marke (VWO) — US$2056.6万 (3.6%) 5. Ishares U.s. Oil Equipment & (IEZ) — US$1987.1万 (3.5%)
MinichMacGregor Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，MinichMacGregor Wealth Management, LLC 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 16 个既有持股、减仓 10 个仓位，并完全清仓 10 个持股。 其中幅度最大的异动：清仓: Ishares US Consumer Discreti (IYC); 新建仓: Ishares U.s. Oil Equipment & (IEZ); 新建仓: Ishares Semiconductor ETF (SOXX); 清仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Robo Global Robotics And Aut (ROBO)
MinichMacGregor Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，MinichMacGregor Wealth Management, LLC 的主要板块分布如下： • Information Technology: 43.9% • Communication Services: 18.4% • Financials: 14.7% • Industrials: 13.0% • Consumer Discretionary: 3.9% • Health Care: 2.5%