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MONETA GROUP INVESTMENT ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MONETA GROUP INVESTMENT ADVISORS LLC
报告期 2026-03-31 · CIK 0001120927
持仓数
808
前50大市值合计
$11.06B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 18
增持 63
减持 52
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
MRVL
MARVELL TECHNOLOGY INC
-$38.4M
69,143
-91%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$13.2M
2,288
-97%
增持
SCHX
SCHWAB STRATEGIC TR
+$10.5M
1,218,850
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+9%
增持
VNQ
VANGUARD INDEX FDS
+$9.0M
590,843
+18%
清仓
—
KANSAS CITY SOUTHERN
-$8.7M
0
-100%
减持
BAX
BAXTER INTL INC
-$7.7M
15,343
-86%
增持
VOO
VANGUARD INDEX FDS
+$7.2M
75,363
+32%
减持
WRB
BERKLEY W R CORP
-$6.0M
52,555
-60%
增持
IVV
ISHARES TR
+$5.8M
134,165
+11%
减持
LOW
LOWES COS INC
-$5.7M
4,358
-87%
增持
IWF
ISHARES TR
+$5.0M
85,057
+26%
增持
SCHH
SCHWAB STRATEGIC TR
+$4.8M
1,204,575
+10%
增持
SPAB
SPDR SER TR
+$4.7M
743,786
+27%
减持
IDV
ISHARES TR
-$4.3M
945,562
-7%
增持
SCHM
SCHWAB STRATEGIC TR
+$3.9M
624,446
+11%
增持
VUG
VANGUARD INDEX FDS
+$3.7M
210,208
+5%
增持
VTV
VANGUARD INDEX FDS
+$3.6M
406,737
+9%
增持
VBK
VANGUARD INDEX FDS
+$3.5M
72,998
+25%
增持
IWD
ISHARES TR
+$3.5M
98,307
+31%
增持
VO
VANGUARD INDEX FDS
+$3.3M
178,083
+9%
减持
SDY
SPDR SER TR
-$3.1M
362,288
-3%
增持
VOE
VANGUARD INDEX FDS
+$2.9M
126,402
+20%
增持
IWM
ISHARES TR
-$2.8M
289,454
+0%
增持
VOT
VANGUARD INDEX FDS
+$2.8M
76,788
+18%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$2.8M
498,775
-6%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.8M
135,951
+14%
减持
ALL
ALLSTATE CORP
-$2.8M
1,822
-92%
增持
IEFA
ISHARES TR
+$2.5M
541,051
+7%
增持
VV
VANGUARD INDEX FDS
+$2.5M
246,392
+5%
减持
GILD
GILEAD SCIENCES INC
-$2.3M
13,114
-72%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.3M
240,531
+18%
增持
IVE
ISHARES TR
+$2.1M
104,284
+18%
减持
CNC
CENTENE CORP DEL
-$1.9M
120,414
-7%
增持
IVW
ISHARES TR
+$1.6M
340,752
+5%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$1.5M
25,396
减持
AAPL
APPLE INC
+$1.5M
365,795
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
62,017
+11%
清仓
—
ALLAKOS INC
-$1.4M
0
-100%
增持
SPYM
SPDR SER TR
+$1.4M
537,218
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.4M
651,576
+8%
增持
VBR
VANGUARD INDEX FDS
+$1.4M
74,430
+15%
减持
GOOGL
ALPHABET INC
-$1.4M
4,143
-19%
增持
QQQ
INVESCO QQQ TR
+$1.3M
25,771
+16%
增持
SCZ
ISHARES TR
+$1.3M
296,761
+6%
减持
BIL
SPDR SER TR
-$1.3M
38,290
-28%
减持
BSV
VANGUARD BD INDEX FDS
-$1.3M
19,893
-44%
增持
VB
VANGUARD INDEX FDS
+$1.2M
97,476
+9%
减持
GOOG
ALPHABET INC
+$1.2M
8,242
-0%
建仓
DAR
DARLING INGREDIENTS INC
+$1.1M
15,452
建仓
AZO
AUTOZONE INC
+$1.1M
651
增持
EFV
ISHARES TR
+$1.1M
206,863
+14%
减持
TGT
TARGET CORP
-$1.1M
17,948
-16%
增持
IWO
ISHARES TR
-$1.0M
73,756
+1%
建仓
MINT
PIMCO ETF TR
+$998.0K
9,791
减持
META
FACEBOOK INC
-$982.0K
13,960
-15%
减持
TIPX
SPDR SER TR
-$978.0K
19,716
-70%
建仓
CDE
COEUR MNG INC
+$948.0K
153,647
增持
SCHZ
SCHWAB STRATEGIC TR
+$945.0K
166,200
+12%
增持
IJR
ISHARES TR
+$943.0K
484,568
+5%
增持
DHR
DANAHER CORPORATION
+$919.0K
20,112
+4%
增持
VTI
VANGUARD INDEX FDS
+$913.0K
54,062
+9%
增持
—
CRESTWOOD EQUITY PARTNERS LP
-$832.0K
520,226
+0%
减持
PEP
PEPSICO INC
-$825.0K
43,096
-13%
增持
IEMG
ISHARES INC
+$777.0K
1,716,710
+9%
减持
—
EXXON MOBIL CORP
-$737.0K
92,554
-6%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$735.0K
3,032
-80%
减持
LLY
LILLY ELI & CO
-$735.0K
5,189
-38%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$692.0K
26,739
增持
USRT
ISHARES TR
+$656.0K
125,695
+9%
增持
EFG
ISHARES TR
+$649.0K
93,594
+8%
增持
TWLO
TWILIO INC
+$634.0K
4,172
+136%
减持
USA
LIBERTY ALL STAR EQUITY FD
-$626.0K
10,698
-87%
减持
JNJ
JOHNSON & JOHNSON
-$626.0K
48,570
-6%
建仓
—
LAM RESEARCH CORP
+$621.0K
1,091
增持
BX
BLACKSTONE INC
+$620.0K
10,246
+74%
增持
BA
BOEING CO
+$611.0K
9,307
+55%
增持
IXUS
ISHARES TR
+$593.0K
18,197
+91%
增持
IJT
ISHARES TR
+$591.0K
37,204
+16%
增持
IJH
ISHARES TR
+$590.0K
82,837
+5%
清仓
—
GENERAL ELECTRIC CO
-$567.0K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$566.0K
482,054
+12%
建仓
ADI
ANALOG DEVICES INC
+$557.0K
3,326
建仓
GE
GENERAL ELECTRIC CO
+$545.0K
5,290
减持
MS
MORGAN STANLEY
-$543.0K
6,330
-50%
增持
SPMD
SPDR SER TR
+$539.0K
207,669
+8%
减持
PG
PROCTER AND GAMBLE CO
-$520.0K
23,333
-17%
清仓
SHW
SHERWIN WILLIAMS CO
-$519.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$512.0K
44,057
-20%
增持
IJS
ISHARES TR
+$510.0K
19,599
+41%
减持
T
AT&T INC
-$504.0K
75,342
-15%
减持
KMI
KINDER MORGAN INC DEL
-$503.0K
37,298
-40%
减持
ES
EVERSOURCE ENERGY
-$499.0K
8,464
-43%
减持
MSFT
MICROSOFT CORP
-$497.0K
94,974
-6%
增持
JPM
JPMORGAN CHASE & CO
+$488.0K
40,894
+2%
增持
AEE
AMEREN CORP
+$470.0K
12,926
+79%
建仓
DIM
WISDOMTREE TR
+$460.0K
6,875
增持
HD
HOME DEPOT INC
+$455.0K
7,049
+21%
增持
USHY
ISHARES TR
+$451.0K
110,386
+12%
建仓
IUSV
ISHARES TR
+$440.0K
6,208
清仓
VHT
VANGUARD WORLD FDS
-$434.0K
0
-100%
减持
TSLA
TESLA INC
+$430.0K
5,243
-2%
增持
PYPL
PAYPAL HLDGS INC
-$426.0K
14,842
+1%
建仓
AG
FIRST MAJESTIC SILVER CORP
+$424.0K
37,522
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$419.0K
5,291
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$408.0K
103,512
-1%
减持
—
VIMEO INC
-$402.0K
20,463
-0%
减持
GIS
GENERAL MLS INC
-$399.0K
10,214
-38%
增持
SCHC
SCHWAB STRATEGIC TR
+$397.0K
101,638
+11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$396.0K
7,479
-24%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$395.0K
0
-100%
清仓
SO
SOUTHERN CO
-$395.0K
0
-100%
建仓
PAYX
PAYCHEX INC
+$391.0K
3,477
减持
VZ
VERIZON COMMUNICATIONS INC
-$383.0K
64,247
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$375.0K
320,155
+3%
清仓
—
MAXIM INTEGRATED PRODS INC
-$372.0K
0
-100%
清仓
—
EATON CORP PLC
-$367.0K
0
-100%
清仓
FTV
FORTIVE CORP
-$363.0K
0
-100%
清仓
FAST
FASTENAL CO
-$357.0K
0
-100%
减持
INTC
INTEL CORP
-$356.0K
51,839
-7%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$352.0K
241,043
+7%
增持
ROKU
ROKU INC
-$339.0K
3,290
+10%
建仓
WAT
WATERS CORP
+$334.0K
935
清仓
HRL
HORMEL FOODS CORP
-$323.0K
0
-100%
减持
MRK
MERCK & CO INC
-$318.0K
36,333
-7%
清仓
DG
DOLLAR GEN CORP NEW
-$316.0K
0
-100%
减持
PPLI
IAC INTERACTIVECORP NEW
-$308.0K
12,741
-0%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$306.0K
0
-100%
减持
VFC
V F CORP
-$304.0K
19,734
-0%
减持
MRNA
MODERNA INC
-$302.0K
7,099
-45%
减持
BABA
ALIBABA GROUP HLDG LTD
-$300.0K
3,647
-2%
减持
DIS
DISNEY WALT CO
-$297.0K
19,667
-5%
建仓
—
ASML HOLDING N V
+$297.0K
399
减持
UPS
UNITED PARCEL SERVICE INC
-$294.0K
10,895
-1%
减持
QCOM
QUALCOMM INC
-$294.0K
18,468
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$289.0K
3,881
-35%
增持
SPYD
SPDR SER TR
+$282.0K
15,900
+87%
建仓
—
PAYCOR HCM INC
+$279.0K
7,935
建仓
GNRC
GENERAC HLDGS INC
+$270.0K
661
清仓
GDDY
GODADDY INC
-$269.0K
0
-100%
增持
TIP
ISHARES TR
+$268.0K
7,040
+43%
增持
CI
CIGNA CORP NEW
-$266.0K
8,099
+2%
清仓
TRV
TRAVELERS COMPANIES INC
-$265.0K
0
-100%
减持
AMGN
AMGEN INC
-$258.0K
7,303
-2%
清仓
SLV
ISHARES SILVER TR
-$250.0K
0
-100%
减持
—
PERFICIENT INC
+$250.0K
10,501
-12%
减持
DVY
ISHARES TR
-$250.0K
79,585
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$249.0K
74,457
+8%
建仓
ZION
ZIONS BANCORPORATION N A
+$247.0K
3,991
减持
MMM
3M CO
-$247.0K
8,471
-3%
增持
NFLX
NETFLIX INC
+$245.0K
2,146
+6%
