MW

Moran Wealth Management, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$32.7亿

申报季度: 2026-03-31 · 持股只数: 780

Moran Wealth Management, LLC在最新一期 13F 报告中披露了 780 项持股，申报期为 2026-03-31，总持股市值约为 US$32.7亿，季度换手率为 30.7%。

机构性格雪花图

集中度
2.21
持仓稳定性
30.65
动能／逆势
100
行业集中度
56.82
多样化
100
仓位均衡度
87.28

近期动向

  • 加仓 RSP

    +4499.3%　US$4084.6万

  • 减仓 GRMN

    -58.7%　-US$1946.4万

  • 减仓 PGR

    -36.4%　-US$1717.7万

  • 加仓 CASY

    +183.2%　US$1524.9万

  • 加仓 EOG

    +4.1%　US$1319.2万

  • 减仓 MSFT

    -5.5%　-US$1298.2万

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

仅显示前 474 大持股（共 780 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AVGOBroadcom INC股票-科技1.79%-0.39%-7.72%
2PHParker Hannifin CORP股票-工业1.70%-0.27%-14.97%
3NVDANvidia CORP股票-科技1.67%—-1.19%
4TTTrane Technologies plc股票-工业1.47%—-3.17%
5EOGEog Resources INC股票-能源1.34%+0.41%+4.09%
6RSPInvesco S&p 500 Equal WeightETF-大型股与成长1.28%+1.25%+4499.34%
7TSMTaiwan Semiconductor-sp Adr股票-科技1.27%-0.19%-21.43%
8HWMHowmet Aerospace INC股票-工业1.12%—-10.86%
9MSFTMicrosoft CORP股票-科技1.04%-0.40%-5.51%
10CATCaterpillar INC股票-工业1.03%—-14.93%
11WSMWilliams-sonoma INC股票-周期性消费0.96%—-12.83%
12AMPAmeriprise Financial INC股票-金融0.96%—+4.82%
13TAt&t INC股票-通信服务0.90%—-1.74%
14ZTSZoetis INC股票-医疗保健0.90%—+21.98%
15CDNSCadence Design Sys INC股票-科技0.89%-0.27%-13.76%
16FDXFedex CORP股票-工业0.82%—-14.84%
17MRKMerck & Co. INC.股票-医疗保健0.81%—-7.04%
18PCARPaccar INC股票-工业0.78%—-6.66%
19VVisa Inc-class A Shares股票-金融0.78%—+34.45%
20JPMJpmorgan Chase & Co股票-金融0.78%—-2.71%
21LINLinde plc股票-原材料0.78%—-13.94%
22LMTLockheed Martin CORP股票-工业0.77%—-9.98%
23APHAmphenol Corp-cl A股票-科技0.76%—-4.33%
24GOOGLAlphabet Inc-cl A股票-通信服务0.73%—-8.85%
25NTAPNetapp INC股票-科技0.71%—-7.36%
26CMECme Group INC股票-金融0.70%+0.16%+19.72%
27ANETArista Networks INC股票-科技0.69%—-2.38%
28JNJJohnson & Johnson股票-医疗保健0.68%+0.18%+15.44%
29GOOGAlphabet Inc-cl C股票-通信服务0.68%-0.15%-10.87%
30TXNTexas Instruments INC股票-科技0.67%—-6.88%
31RSGRepublic Services INC股票-工业0.66%—-5.95%
32PGRProgressive CORP股票-金融0.65%-0.53%-36.35%
33CSCOCisco Systems INC股票-科技0.65%—+0.16%
34DGXQuest Diagnostics INC股票-医疗保健0.65%—+4.12%
35CASYCasey's General Stores INC股票-周期性消费0.64%+0.47%+183.16%
36AFLAflac INC股票-金融0.63%—-5.02%
37METAMeta Platforms Inc-class A股票-通信服务0.63%—+5.52%
38MCKMckesson CORP股票-医疗保健0.62%—-0.73%
39MSIMotorola Solutions INC股票-科技0.62%—+12.30%
40WMTWalmart INC股票-非周期性消费0.61%—-1.28%
41ETNEaton Corporation plc股票-工业0.60%—-11.33%
42PGProcter & Gamble Co/the股票-非周期性消费0.60%—+7.20%
43AMZNAmazon.com INC股票-周期性消费0.59%—+10.93%
44LRCXLam Research CORP股票-科技0.58%—-2.52%
45CVXChevron CORP股票-能源0.57%—-4.01%
46KRKroger Co股票-非周期性消费0.57%—-0.29%
47CORCencora INC股票-医疗保健0.57%—-9.86%
48PHMPultegroup INC股票-周期性消费0.57%—-8.05%
49PWRQuanta Services INC股票-工业0.56%—-23.59%
50IRMIron Mountain INC股票-房地产0.54%—-11.16%
1–50 of 474

本季持股变动

Moran Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Colgate-palmolive Co (CL); 新建仓: TechnipFMC plc (FTI); 新建仓: Williams Cos INC (WMB); 清仓: Wr Berkley CORP (WRB); 新建仓: Broadridge Financial Solutio (BR).

Moran 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
1RSPInvesco S&p 500 Equal Weight+1.3%+4499.34%加仓
2CASYCasey's General Stores INC+0.5%+183.16%加仓
3EOGEog Resources INC+0.4%+4.09%加仓
4PBRPetroleo Brasileiro-spon Adr+0.3%+30.73%加仓
5JNJJohnson & Johnson+0.2%+15.44%加仓
6ZMZoom Communications INC+0.2%+196.98%加仓
7CMECme Group INC+0.2%+19.72%加仓
8CRWDCrowdstrike Holdings INC - A+0.2%+320.52%加仓
9GOOGAlphabet Inc-cl C-0.2%-10.87%减仓
10AXPAmerican Express Co-0.2%-4.64%减仓
11SSNCSs&c Technologies Holdings-0.2%-6.13%减仓
12DUSBDimension Ultrashort Fi ETF-0.2%-62.75%减仓
13BXBlackstone INC-0.2%-3.57%减仓
14TSMTaiwan Semiconductor-sp Adr-0.2%-21.43%减仓
15SPOTSpotify Technology S.A.-0.2%-20.76%减仓
16ACWIIshares Msci Acwi ETF-0.2%-76.59%减仓
17PAGPenske Automotive Group INC-0.2%-28.01%减仓
18INTUIntuit INC-0.2%+4.20%加仓
19CDNSCadence Design Sys INC-0.3%-13.76%减仓
20PHParker Hannifin CORP-0.3%-14.97%减仓
21BSXBoston Scientific CORP-0.3%-27.42%减仓
22CMGChipotle Mexican Grill INC-0.3%-53.81%减仓
23DXCMDexcom INC-0.3%-84.55%减仓
24FIXComfort Systems USA INC-0.3%-59.96%减仓
25AVGOBroadcom INC-0.4%-7.72%减仓
26MSFTMicrosoft CORP-0.4%-5.51%减仓
27PGRProgressive CORP-0.5%-36.35%减仓
28GRMNGarmin Ltd.-0.6%-58.72%减仓
29CLColgate-palmolive Co—EXIT清仓
30FTITechnipFMC plc—NEW新建仓
31WMBWilliams Cos INC—NEW新建仓
32WRBWr Berkley CORP—EXIT清仓
33BRBroadridge Financial Solutio—NEW新建仓
34TELTE Connectivity plc—EXIT清仓
35TKOTko Group Holdings INC—EXIT清仓
36PFGCPerformance Food Group Co—EXIT清仓
37BROBrown & Brown INC—EXIT清仓
38SPYSs Spdr S&p 500 ETF Trust-us—EXIT清仓
39IWVIshares Russell 3000 ETF—EXIT清仓
40NOWServicenow INC—NEW新建仓
41VONVVanguard Russell 1000 Value—NEW新建仓
42MLIMueller Industries INC—EXIT清仓
43TTDTrade Desk Inc/the -class A—EXIT清仓
44AXONAxon Enterprise INC—NEW新建仓
45DECKDeckers Outdoor CORP—EXIT清仓
46PRIPrimerica INC—EXIT清仓
47POSTPost Holdings INC—NEW新建仓
48PODDInsulet CORP—EXIT清仓
49ANDEAndersons Inc/the—EXIT清仓
50ADPAutomatic Data Processing—EXIT清仓

FAQ

Moran Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Moran 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$32.7亿，分布在 780 个已申报仓位之中。
Moran Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Moran Wealth Management, LLC 按市值排列的前几大持股为： 1. Broadcom INC (AVGO) — US$5858.6万 (1.8%) 2. Parker Hannifin CORP (PH) — US$5562.4万 (1.7%) 3. Nvidia CORP (NVDA) — US$5461.3万 (1.7%) 4. Trane Technologies plc (TT) — US$4808.1万 (1.5%) 5. Eog Resources INC (EOG) — US$4365.7万 (1.3%)
Moran 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，Moran Wealth Management, LLC 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 9 个既有持股、减仓 19 个仓位，并完全清仓 15 个持股。 其中幅度最大的异动：清仓: Colgate-palmolive Co (CL); 新建仓: TechnipFMC plc (FTI); 新建仓: Williams Cos INC (WMB); 清仓: Wr Berkley CORP (WRB); 新建仓: Broadridge Financial Solutio (BR)
Moran 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，Moran Wealth Management, LLC 的主要板块分布如下： • Information Technology: 34.6% • Financials: 15.8% • Communication Services: 11.0% • Health Care: 10.6% • Industrials: 8.6% • Consumer Staples: 8.6%