Moran Wealth Management, LLC 13F 持仓 · 2026年Q2
Moran Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 491 只证券，申报市值合计 36.68 亿美元。前几大持仓：AVGO（1.80%）、NVDA（1.71%）、PH（1.57%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | $66.0M | 1.80% | 174,797 | 减持 |
| 2 | NVDA | Nvidia Corporation | $62.8M | 1.71% | 313,984 | 增持 |
| 3 | PH | Parker-Hannifin Corp | $57.7M | 1.57% | 58,956 | 减持 |
| 4 | TT | Trane Technologies Plc | $53.8M | 1.47% | 109,513 | 减持 |
| 5 | LRCX | Lam Research Corp New | $51.4M | 1.40% | 118,675 | 增持 |
| 6 | TSM | Taiwan Semiconductor Mfg Ltd S | $49.3M | 1.35% | 103,313 | 减持 |
| 7 | RSP | Invesco S&P 500 Equal Weight E | $44.2M | 1.21% | 207,812 | 减持 |
| 8 | CAT | Caterpillar Inc | $41.8M | 1.14% | 39,277 | 减持 |
| 9 | HWM | Howmet Aerospace Inc | $40.0M | 1.09% | 148,919 | 减持 |
| 10 | WSM | Williams Sonoma Inc | $37.8M | 1.03% | 162,177 | 减持 |
| 11 | MSFT | Microsoft Corp | $36.2M | 0.99% | 97,043 | 增持 |
| 12 | CDNS | Cadence Design System Inc | $35.6M | 0.97% | 94,960 | 减持 |
| 13 | EOG | Eog Resources Inc | $35.4M | 0.97% | 272,856 | 减持 |
| 14 | AMAT | Applied Materials Inc | $33.6M | 0.92% | 46,459 | 减持 |
| 15 | APH | Amphenol Corp Cl A | $32.9M | 0.90% | 186,732 | 减持 |
| 16 | NTAP | Netapp Inc | $32.4M | 0.88% | 209,544 | 减持 |
| 17 | AMP | Ameriprise Financial Inc | $31.2M | 0.85% | 68,051 | 减持 |
| 18 | GOOGL | Alphabet Inc Cap Stock Cl A | $30.1M | 0.82% | 84,341 | 增持 |
| 19 | TXN | Texas Instruments Inc | $30.2M | 0.82% | 101,280 | 减持 |
| 20 | ANET | Arista Networks Inc | $29.3M | 0.80% | 172,638 | 减持 |
| 21 | ZTS | Zoetis Inc Cl A | $29.5M | 0.80% | 410,762 | 增持 |
| 22 | JPM | Jpmorgan Chase & Co | $28.5M | 0.78% | 86,958 | 增持 |
| 23 | KLAC | Kla Corp New | $28.8M | 0.78% | 95,358 | 增持 |
| 24 | MU | Micron Technology Inc | $27.5M | 0.75% | 23,844 | 增持 |
| 25 | V | Visa Inc Cl A | $27.4M | 0.75% | 79,975 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR