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%。
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
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 |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | 股票-科技 | 1.79% | -0.39% | -7.72% | |
| 2 | PH | Parker Hannifin CORP | 股票-工业 | 1.70% | -0.27% | -14.97% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.67% | — | -1.19% | |
| 4 | TT | Trane Technologies plc | 股票-工业 | 1.47% | — | -3.17% | |
| 5 | EOG | Eog Resources INC | 股票-能源 | 1.34% | +0.41% | +4.09% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.28% | +1.25% | +4499.34% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.27% | -0.19% | -21.43% | |
| 8 | HWM | Howmet Aerospace INC | 股票-工业 | 1.12% | — | -10.86% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.40% | -5.51% | |
| 10 | CAT | Caterpillar INC | 股票-工业 | 1.03% | — | -14.93% | |
| 11 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.96% | — | -12.83% | |
| 12 | AMP | Ameriprise Financial INC | 股票-金融 | 0.96% | — | +4.82% | |
| 13 | T | At&t INC | 股票-通信服务 | 0.90% | — | -1.74% | |
| 14 | ZTS | Zoetis INC | 股票-医疗保健 | 0.90% | — | +21.98% | |
| 15 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.89% | -0.27% | -13.76% | |
| 16 | FDX | Fedex CORP | 股票-工业 | 0.82% | — | -14.84% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.81% | — | -7.04% | |
| 18 | PCAR | Paccar INC | 股票-工业 | 0.78% | — | -6.66% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | — | +34.45% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | — | -2.71% | |
| 21 | LIN | Linde plc | 股票-原材料 | 0.78% | — | -13.94% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 0.77% | — | -9.98% | |
| 23 | APH | Amphenol Corp-cl A | 股票-科技 | 0.76% | — | -4.33% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | — | -8.85% | |
| 25 | NTAP | Netapp INC | 股票-科技 | 0.71% | — | -7.36% | |
| 26 | CME | Cme Group INC | 股票-金融 | 0.70% | +0.16% | +19.72% | |
| 27 | ANET | Arista Networks INC | 股票-科技 | 0.69% | — | -2.38% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.18% | +15.44% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | -0.15% | -10.87% | |
| 30 | TXN | Texas Instruments INC | 股票-科技 | 0.67% | — | -6.88% | |
| 31 | RSG | Republic Services INC | 股票-工业 | 0.66% | — | -5.95% | |
| 32 | PGR | Progressive CORP | 股票-金融 | 0.65% | -0.53% | -36.35% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | +0.16% | |
| 34 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.65% | — | +4.12% | |
| 35 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.64% | +0.47% | +183.16% | |
| 36 | AFL | Aflac INC | 股票-金融 | 0.63% | — | -5.02% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | — | +5.52% | |
| 38 | MCK | Mckesson CORP | 股票-医疗保健 | 0.62% | — | -0.73% | |
| 39 | MSI | Motorola Solutions INC | 股票-科技 | 0.62% | — | +12.30% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.61% | — | -1.28% | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.60% | — | -11.33% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | +7.20% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.59% | — | +10.93% | |
| 44 | LRCX | Lam Research CORP | 股票-科技 | 0.58% | — | -2.52% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.57% | — | -4.01% | |
| 46 | KR | Kroger Co | 股票-非周期性消费 | 0.57% | — | -0.29% | |
| 47 | COR | Cencora INC | 股票-医疗保健 | 0.57% | — | -9.86% | |
| 48 | PHM | Pultegroup INC | 股票-周期性消费 | 0.57% | — | -8.05% | |
| 49 | PWR | Quanta Services INC | 股票-工业 | 0.56% | — | -23.59% | |
| 50 | IRM | Iron Mountain INC | 股票-房地产 | 0.54% | — | -11.16% |
Q3 2026表现
+2.3%
近4个季度表现
+17.1%
基于可获取价格的持仓（占申报价值的78%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 780 | US$32.7亿 | 31 | |
| 2025-12-31 | 764 | US$32.6亿 | 26 | |
| 2025-09-30 | 491 | US$33.2亿 | 53 | |
| 2025-06-30 | 660 | US$32.4亿 | 0 | |
| 2025-03-31 | 574 | US$29.7亿 | 0 | |
| 2024-12-31 | 412 | US$31.3亿 | 0 | |
| 2024-09-30 | 402 | US$32.5亿 | 0 | |
| 2024-06-30 | 387 | US$30.4亿 | 0 | |
| 2024-03-31 | 409 | US$30.9亿 | 0 | |
| 2023-12-31 | 415 | US$28.1亿 | 0 | |
| 2023-09-30 | 366 | US$25.8亿 | 0 | |
| 2023-06-30 | 380 | US$26.6亿 | 0 | |
| 2023-03-31 | 355 | US$26.4亿 | 0 | |
| 2022-12-31 | 339 | US$26.3亿 | 0 |
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).