Taylor & Morgan Wealth Management, LLC
CIK 1844266 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $175.3M
- 持仓
- 79
- 截至
- 2026年3月31日 数据截至 Q1 2026
按 13F 价值排名第 6906（共 9443） · 前 73.1%
投资组合价值同比（季度）：-1.8% 13F不披露现金
- 前十大持仓权重
- 61.08%
- 前二十五大持仓权重
- 84.40%
- 持仓高于 1%
- 20
- 有效持仓数量
- 15.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2026: 2.35% 估计买入 $6209951 · 卖出 $4152710
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q1 2026 · 85.9% 仍持有
- 新仓位
- 3
- 增加
- 28
- 减少
- 40
- 已结清
- 4
本页内容
行业细分
Technology
10.8%
Communication Services
2.4%
Retail
2.1%
Telecommunication
1.0%
Healthcare
0.9%
Industrials
0.6%
Consumer Staples
0.5%
Utilities
0.3%
Consumer Discretionary
0.3%
Financial Services
0.3%
Energy
0.2%
Real Estate
0.1%
Consumer products
0.1%
其他/未映射
80.2%
完整投资组合 79 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $31179364 | 17.79% | 47943 | $-404418 | 上涨 ×3 | ||
| IVV | $18943902 | 10.81% | 29001 | $-494045 | 上涨 ×1 | ||
| SPSM | $13774914 | 7.86% | 285077 | $778876 | 上涨 ×2 | ||
| IWR | $12419993 | 7.09% | 127738 | $772881 | 上涨 ×5 | ||
| AAPL Apple Inc. - Common Stock | $6499987 | 3.71% | 25612 | $-748979 | 下跌 ×2 | ||
| VOE | $5723233 | 3.26% | 31057 | $65830 | 下跌 ×5 | ||
| RSP | $4998990 | 2.85% | 26047 | $-60499 | 下跌 ×5 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4604036 | 2.63% | 7977 | $-521048 | 下跌 ×1 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $4574504 | 2.61% | 49572 | $1307861 | 上涨 ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $4348770 | 2.48% | 24936 | $-644880 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4291656 | 2.45% | 14924 | $-498571 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4072752 | 2.32% | 11002 | $-1363686 | 下跌 ×2 | ||
| GLD | $3943608 | 2.25% | 9165 | $283685 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3662440 | 2.09% | 11833 | $-624403 | 下跌 ×1 | ||
| VB | $3520097 | 2.01% | 13440 | $54141 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3464363 | 1.98% | 16634 | $-507126 | 下跌 ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $3158314 | 1.80% | 36453 | $374394 | 上涨 ×5 | ||
| MUNI | $2939967 | 1.68% | 56332 | $-12393 | |||
| PYLD | $2899266 | 1.65% | 110659 | $322592 | 上涨 ×2 | ||
| BRTR iShares Total Return Active ETF | $2198322 | 1.25% | 43800 | $-52022 | 下跌 ×3 | ||
| IJH | $1630310 | 0.93% | 24142 | $68245 | 上涨 ×3 | ||
| VO | $1418095 | 0.81% | 4938 | $-39100 | 下跌 ×1 | ||
| IWP | $1312612 | 0.75% | 10245 | $-120663 | 下跌 ×5 | ||
| VEA | $1225987 | 0.70% | 19132 | $1059 | 下跌 ×2 | ||
| EEM | $1149897 | 0.66% | 20248 | $425086 | 上涨 ×2 | ||
| T AT&T Inc. | $1127214 | 0.64% | 38883 | $168730 | 上涨 ×3 | ||
| KRE | $1092788 | 0.62% | 16773 | $6723 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1033619 | 0.59% | 4229 | $59653 | 下跌 ×1 | ||
| VYM | $1022128 | 0.58% | 6902 | $238263 | 上涨 ×4 | ||
| SLV | $1009085 | 0.58% | 14809 | $58181 | 上涨 ×1 | ||
| EFG | $995534 | 0.57% | 8939 | $148086 | 上涨 ×2 | ||
| MO Altria Group, Inc. | $895377 | 0.51% | 13568 | $126675 | 上涨 ×5 | ||
| IWF | $769226 | 0.44% | 1804 | $-84607 | |||
| XLF XLF | $762389 | 0.43% | 15442 | $-226321 | 下跌 ×3 | ||
| VOO | $740962 | 0.42% | 1240 | $-78697 | 下跌 ×1 | ||
| SPMD | $724675 | 0.41% | 12237 | $-55604 | 下跌 ×1 | ||
| JEPI | $714295 | 0.41% | 12602 | $-10763 | 下跌 ×2 | ||
| SLYV | $705283 | 0.40% | 7457 | $26920 | |||
| BND Vanguard Total Bond Market ETF | $680983 | 0.39% | 9247 | $-203 | 上涨 ×3 | ||
| ARKB | $663747 | 0.38% | 29513 | $-500089 | 下跌 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $661405 | 0.38% | 13175 | $121434 | 下跌 ×1 | ||
| XLK XLK | $610067 | 0.35% | 4590 | $-113512 | 下跌 ×1 | ||
| VXF | $592910 | 0.34% | 2881 | $-24621 | 下跌 ×1 | ||
| VIG | $590642 | 0.34% | 2746 | $-103267 | 下跌 ×1 | ||
| GDX GDX | $589530 | 0.34% | 6424 | $38544 | |||
| NEE NextEra Energy, Inc. Common Stock | $580705 | 0.33% | 6252 | $80479 | 上涨 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $546321 | 0.31% | 2019 | $-167707 | 下跌 ×1 | ||
| XLU XLU | $536260 | 0.31% | 11686 | $57854 | 上涨 ×5 | ||
| VIOO | $529137 | 0.30% | 4608 | $8180 | 下跌 ×1 | ||
| SCHX | $516812 | 0.29% | 20156 | $-17002 | 上涨 ×1 | ||
| VBR | $502249 | 0.29% | 2312 | $10734 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $497402 | 0.28% | 1338 | $-281963 | 下跌 ×1 | ||
| VTI | $476236 | 0.27% | 1484 | $-21240 | |||
| GBTC | $436536 | 0.25% | 8274 | $-129075 | |||
| IJR | $416690 | 0.24% | 3352 | $8484 | 下跌 ×1 | ||
| BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest | $397939 | 0.23% | 16798 | $-135107 | 下跌 ×1 | ||
| VLUE | $374890 | 0.21% | 2637 | $15967 | 上涨 ×5 | ||
| VUG | $371856 | 0.21% | 851 | $-44820 | 下跌 ×2 | ||
| DAL Delta Air Lines, Inc. Common Stock | $369912 | 0.21% | 5564 | $-87145 | 下跌 ×2 | ||
| VGT | $359326 | 0.20% | 515 | $-38670 | 下跌 ×2 | ||
| VOT | $326686 | 0.19% | 1269 | $7685 | 上涨 ×3 | ||
| ET Energy Transfer LP Common Units | $322311 | 0.18% | 16700 | $51661 | 上涨 ×5 | ||
| TFLO | $299597 | 0.17% | 5917 | $-23841 | 下跌 ×1 | ||
| DE Deere & Company Common Stock | $285593 | 0.16% | 507 | $49549 | |||
| PTY Pimco Corporate & Income Opportunity Fund | $285297 | 0.16% | 23656 | $-11889 | 上涨 ×5 | ||
| BRKB | $250622 | 0.14% | 523 | 上涨 ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $249192 | 0.14% | 6486 | $-123481 | 下跌 ×1 | ||
| IYR | $244238 | 0.14% | 2583 | $2433 | 上涨 ×5 | ||
| AGG | $234231 | 0.13% | 2360 | $-3649 | 下跌 ×1 | ||
| PLD Prologis, Inc. Common Stock | $233562 | 0.13% | 1767 | $2242 | 下跌 ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $229082 | 0.13% | 1586 | 上涨 ×1 | |||
| ONEQ Fidelity Nasdaq Composite Index ETF | $226795 | 0.13% | 2671 | $-17334 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $217035 | 0.12% | 554 | 上涨 ×1 | |||
| AWI Armstrong World Industries Inc Common Stock | $216382 | 0.12% | 1313 | $-81161 | 下跌 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $215032 | 0.12% | 1470 | $-22975 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $200620 | 0.11% | 707 | $-47790 | 下跌 ×3 | ||
| DLTH Duluth Holdings Inc. - Class B Common Stock | $158000 | 0.09% | 50000 | $93520 | 上涨 ×2 | ||
| UWMC UWM Holdings Corporation Class A Common Stock | $128388 | 0.07% | 35466 | $-23676 | 上涨 ×5 | ||
| CATX | $120930 | 0.07% | 29000 | $-145820 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SPY | $31179364 | 17.79% | 上涨 ×3 |
| IWR | $12419993 | 7.09% | 上涨 ×5 |
| BOND | $4574504 | 2.61% | 上涨 ×3 |
| IXUS | $3158314 | 1.80% | 上涨 ×5 |
| IJH | $1630310 | 0.93% | 上涨 ×3 |
| T | $1127214 | 0.64% | 上涨 ×3 |
| VYM | $1022128 | 0.58% | 上涨 ×4 |
| MO | $895377 | 0.51% | 上涨 ×5 |
| BND | $680983 | 0.39% | 上涨 ×3 |
| XLU | $536260 | 0.31% | 上涨 ×5 |
| VLUE | $374890 | 0.21% | 上涨 ×5 |
| VOT | $326686 | 0.19% | 上涨 ×3 |
| ET | $322311 | 0.18% | 上涨 ×5 |
| PTY | $285297 | 0.16% | 上涨 ×5 |
| IYR | $244238 | 0.14% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| V | 2026年3月31日 | 855 | $299708 | 21.7% |
| UNH | 2025年6月30日 | 552 | $289110 | 24.2% |
| VDC | 2025年12月31日 | 1307 | $279273 | 不再跟踪 |
| JBND | 2025年12月31日 | 4911 | $265980 | -2.5% |
| BX | 2025年3月31日 | 1442 | $248630 | 2.5% |
| IWM | 2025年12月31日 | 965 | $233604 | 不再跟踪 |
| ORCL | 2026年3月31日 | 1153 | $224731 | -0.4% |
| MA | 2026年3月31日 | 392 | $223802 | 15.1% |
| NFLX | 2025年12月31日 | 186 | $222999 | -15.1% |
| META | 2025年3月31日 | 378 | $221496 | -4.8% |
| BX | 2025年12月31日 | 1268 | $216638 | -7.0% |
| IWM | 2025年3月31日 | 962 | $212589 | 不再跟踪 |
| VHT | 2025年6月30日 | 803 | $212534 | 不再跟踪 |
| MGM | 2025年3月31日 | 6108 | $211655 | 45.8% |
| AGG | 2025年3月31日 | 2179 | $211156 | 不再跟踪 |
| ADBE | 2025年6月30日 | 543 | $208257 | -29.4% |
| VTI | 2025年3月31日 | 710 | $205822 | 不再跟踪 |
| ONEQ | 2025年3月31日 | 2671 | $203156 | |
| CEG | 2026年3月31日 | 569 | $201011 | -2.4% |