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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 14
增持 101
减持 29
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
IDV
ISHARES TR
-$26.3M
77,838
-92%
增持
SCHX
SCHWAB STRATEGIC TR
+$22.4M
1,310,886
+8%
增持
VNQ
VANGUARD INDEX FDS
+$19.6M
687,139
+16%
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。
增持
VOO
VANGUARD INDEX FDS
+$16.6M
105,999
+41%
增持
AAPL
APPLE INC
+$15.0M
375,919
+3%
增持
IVV
ISHARES TR
+$13.3M
149,037
+11%
增持
VUG
VANGUARD INDEX FDS
+$12.8M
230,053
+9%
增持
SCHH
SCHWAB STRATEGIC TR
+$12.3M
1,278,611
+6%
增持
VTV
VANGUARD INDEX FDS
+$9.3M
437,292
+8%
增持
SCHM
SCHWAB STRATEGIC TR
+$8.4M
699,764
+12%
增持
IEMG
ISHARES INC
+$7.2M
1,890,996
+10%
增持
VO
VANGUARD INDEX FDS
+$6.3M
190,156
+7%
增持
IWF
ISHARES TR
+$6.2M
96,662
+14%
增持
VV
VANGUARD INDEX FDS
+$5.4M
248,285
+1%
增持
IJR
ISHARES TR
+$5.4M
508,925
+5%
增持
MSFT
MICROSOFT CORP
+$5.4M
95,567
+1%
增持
IWD
ISHARES TR
+$5.3M
123,045
+25%
增持
SPY
SPDR S&P 500 ETF TR
+$5.1M
104,272
+1%
增持
—
LAM RESEARCH CORP
+$5.1M
7,920
+626%
增持
BAC
BK OF AMERICA CORP
+$5.1M
172,398
+182%
增持
CNC
CENTENE CORP DEL
+$5.0M
151,420
+26%
增持
SCHE
SCHWAB STRATEGIC TR
+$4.2M
638,521
+32%
增持
IVW
ISHARES TR
+$4.0M
349,050
+2%
增持
VOE
VANGUARD INDEX FDS
+$4.0M
143,870
+14%
增持
SPYM
SPDR SER TR
+$3.9M
555,776
+3%
清仓
WRB
BERKLEY W R CORP
-$3.8M
0
-100%
增持
AEE
AMEREN CORP
+$3.8M
54,499
+322%
建仓
LZ
LEGALZOOM COM INC
+$3.6M
222,775
增持
IEFA
ISHARES TR
+$3.5M
585,263
+8%
增持
SCHV
SCHWAB STRATEGIC TR
+$3.3M
266,184
+11%
减持
BIL
SPDR SER TR
-$3.1M
236
-99%
减持
VYM
VANGUARD WHITEHALL FDS
+$3.0M
15,741
-95%
增持
IJH
ISHARES TR
+$3.0M
87,590
+6%
增持
IWM
ISHARES TR
+$3.0M
298,049
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.9M
140,470
+3%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
60,868
+13%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.7M
717,726
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
65,425
+5%
增持
VXF
VANGUARD INDEX FDS
+$2.6M
15,279
+1112%
增持
VOT
VANGUARD INDEX FDS
+$2.3M
80,457
+5%
减持
PFE
PFIZER INC
+$2.3M
143,590
-0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.3M
8,096
+103%
增持
GOOG
ALPHABET INC
+$2.2M
8,360
+1%
增持
VBK
VANGUARD INDEX FDS
+$2.1M
80,109
+10%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$2.0M
303,799
+14%
增持
TXN
TEXAS INSTRS INC
+$1.9M
15,992
+172%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.8M
112,236
+16%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
31,208
+34%
增持
BOND
PIMCO ETF TR
+$1.8M
23,243
+260%
减持
SDY
SPDR SER TR
+$1.7M
343,247
-5%
增持
VXUS
VANGUARD STAR FDS
+$1.7M
79,157
+51%
增持
EFX
EQUIFAX INC
+$1.7M
11,776
+69%
增持
IVE
ISHARES TR
+$1.7M
107,463
+3%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$1.7M
489,750
-2%
增持
TSLA
TESLA INC
+$1.6M
5,385
+3%
增持
VB
VANGUARD INDEX FDS
+$1.6M
101,186
+4%
增持
EFG
ISHARES TR
+$1.5M
104,271
+11%
增持
SPMD
SPDR SER TR
+$1.5M
223,563
+8%
增持
VBR
VANGUARD INDEX FDS
+$1.4M
78,485
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
10,666
+5%
增持
SPAB
SPDR SER TR
+$1.4M
796,556
+7%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.3M
6,227
减持
UPS
UNITED PARCEL SERVICE INC
-$1.3M
3,396
-69%
增持
ICF
ISHARES TR
+$1.2M
85,528
+6%
建仓
XLK
SELECT SECTOR SPDR TR
+$1.1M
6,091
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.1M
186,902
+12%
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.1M
20,708
增持
QCOM
QUALCOMM INC
+$1.0M
18,527
+0%
增持
GOOGL
ALPHABET INC
+$976.0K
4,160
+0%
建仓
IUSG
ISHARES TR
+$912.0K
7,887
增持
MRNA
MODERNA INC
-$905.0K
7,193
+1%
减持
PEP
PEPSICO INC
+$896.0K
42,473
-1%
增持
PYPL
PAYPAL HLDGS INC
-$879.0K
15,818
+7%
减持
USRT
ISHARES TR
+$865.0K
121,867
-3%
减持
ABBV
ABBVIE INC
+$864.0K
33,198
-1%
建仓
A
AGILENT TECHNOLOGIES INC
+$858.0K
5,374
减持
NVDA
NVIDIA CORPORATION
+$846.0K
10,017
-1%
增持
CSCO
CISCO SYS INC
+$823.0K
50,828
+15%
增持
HD
HOME DEPOT INC
+$810.0K
7,528
+7%
增持
EFV
ISHARES TR
+$792.0K
224,469
+9%
增持
IWR
ISHARES TR
+$753.0K
23,600
+53%
增持
DHR
DANAHER CORPORATION
+$739.0K
20,857
+4%
增持
SCHC
SCHWAB STRATEGIC TR
+$703.0K
120,279
+18%
减持
QQQ
INVESCO QQQ TR
+$698.0K
24,942
-3%
减持
—
BROOKFIELD ASSET MGMT INC
+$695.0K
79,971
-21%
增持
COST
COSTCO WHSL CORP NEW
+$684.0K
3,891
+15%
增持
MTCH
MATCH GROUP INC NEW
-$674.0K
28,333
+1%
增持
IWB
ISHARES TR
+$663.0K
26,472
+1%
建仓
PGR
PROGRESSIVE CORP
+$660.0K
6,430
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$639.0K
5,488
+4%
减持
UNP
UNION PAC CORP
+$633.0K
12,769
-3%
减持
VTHR
VANGUARD SCOTTSDALE FDS
+$631.0K
35,778
-0%
增持
IJJ
ISHARES TR
+$616.0K
24,557
+20%
增持
MCD
MCDONALDS CORP
+$614.0K
15,093
+6%
增持
JNJ
JOHNSON & JOHNSON
+$610.0K
49,418
+2%
减持
IXUS
ISHARES TR
-$602.0K
9,727
-47%
增持
ABT
ABBOTT LABS
+$598.0K
24,705
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$579.0K
55,639
-13%
增持
WMT
WALMART INC
+$575.0K
17,893
+24%
减持
MRVL
MARVELL TECHNOLOGY INC
+$567.0K
54,143
-22%
增持
NEE
NEXTERA ENERGY INC
+$563.0K
32,862
+3%
减持
ARKK
ARK ETF TR
-$548.0K
13,310
-19%
减持
IWO
ISHARES TR
-$547.0K
72,025
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$538.0K
7,311
+46%
增持
AVGO
BROADCOM INC
+$538.0K
2,436
+9%
增持
EMR
EMERSON ELEC CO
+$529.0K
26,621
+29%
清仓
—
FIRSTCASH INC
-$517.0K
0
-100%
增持
ES
EVERSOURCE ENERGY
+$515.0K
13,267
+57%
增持
IJT
ISHARES TR
+$491.0K
38,393
+3%
减持
MGC
VANGUARD WORLD FD
+$486.0K
4,553
-86%
增持
USMV
ISHARES TR
+$466.0K
8,616
+174%
减持
DVY
ISHARES TR
-$450.0K
70,805
-11%
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$442.0K
5,908
增持
IUSV
ISHARES TR
+$441.0K
11,540
+86%
减持
ET
ENERGY TRANSFER L P
-$439.0K
133,293
-17%
减持
—
CRESTWOOD EQUITY PARTNERS LP
-$426.0K
519,681
-0%
增持
—
ACCENTURE PLC IRELAND
+$413.0K
3,884
+4%
增持
SLYG
SPDR SER TR
+$392.0K
42,976
+4%
增持
IWS
ISHARES TR
+$390.0K
40,342
+0%
减持
T
AT&T INC
-$387.0K
66,992
-11%
建仓
IYW
ISHARES TR
+$387.0K
3,370
增持
EFA
ISHARES TR
+$377.0K
190,519
+2%
增持
KO
COCA COLA CO
+$369.0K
47,104
+2%
清仓
—
DRAFTKINGS INC
-$361.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$360.0K
94,852
+2%
减持
DFAC
DIMENSIONAL ETF TRUST
+$357.0K
148,844
-0%
增持
ITW
ILLINOIS TOOL WKS INC
+$357.0K
6,819
+6%
增持
CVS
CVS HEALTH CORP
+$355.0K
13,920
+9%
增持
CSX
CSX CORP
+$346.0K
25,851
+23%
增持
AMGN
AMGEN INC
+$344.0K
8,432
+15%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$338.0K
6,906
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$335.0K
13,995
+7%
建仓
—
EATON CORP PLC
+$333.0K
1,927
减持
BA
BOEING CO
-$331.0K
8,524
-8%
建仓
CPRT
COPART INC
+$322.0K
2,124
增持
CVX
CHEVRON CORP NEW
+$321.0K
19,421
+1%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$317.0K
2,806
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$306.0K
1,434
增持
EVRG
EVERGY INC
+$301.0K
44,265
+1%
清仓
ARKG
ARK ETF TR
-$297.0K
0
-100%
减持
V
VISA INC
-$287.0K
16,275
-5%
增持
TJX
TJX COS INC NEW
+$285.0K
22,958
+4%
增持
AMZN
AMAZON COM INC
+$285.0K
4,118
+1%
增持
NSC
NORFOLK SOUTHN CORP
+$284.0K
3,120
+16%
减持
—
MEDTRONIC PLC
-$279.0K
11,078
-3%
增持
USB
US BANCORP DEL
+$277.0K
28,414
+28%
增持
IWV
ISHARES TR
+$272.0K
2,699
+44%
清仓
—
DISCOVER FINL SVCS
-$270.0K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$270.0K
0
-100%
建仓
GM
GENERAL MTRS CO
+$268.0K
4,571
