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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 21
增持 102
减持 20
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$62.3M
5,448,545
+62%
增持
VV
VANGUARD INDEX FDS
+$47.1M
752,759
+90%
增持
ACWX
ISHARES TR
+$17.6M
431,311
+1136%
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
NUE
NUCOR CORP
+$16.7M
162,034
+9853%
建仓
—
LAM RESEARCH CORP
+$15.9M
37,346
增持
VUG
VANGUARD INDEX FDS
+$14.8M
402,059
+55%
增持
SCHM
SCHWAB STRATEGIC TR
+$14.5M
1,223,689
+49%
增持
VTV
VANGUARD INDEX FDS
+$13.4M
667,918
+32%
建仓
KDP
KEURIG DR PEPPER INC
+$12.7M
359,650
增持
AAPL
APPLE INC
+$12.6M
596,240
+51%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$10.5M
327,761
-32%
增持
IWF
ISHARES TR
+$9.9M
169,995
+73%
增持
LPLA
LPL FINL HLDGS INC
+$9.7M
54,819
+2218%
增持
VBK
VANGUARD INDEX FDS
+$9.5M
166,695
+77%
增持
EMR
EMERSON ELEC CO
+$9.4M
153,382
+430%
减持
VTEB
VANGUARD MUN BD FDS
-$9.3M
49,419
-78%
增持
SCHV
SCHWAB STRATEGIC TR
+$9.0M
494,905
+61%
增持
IWD
ISHARES TR
+$8.8M
197,061
+65%
增持
EFX
EQUIFAX INC
+$8.7M
60,067
+516%
增持
SCHG
SCHWAB STRATEGIC TR
+$8.6M
584,187
+73%
增持
VOE
VANGUARD INDEX FDS
+$8.0M
270,707
+50%
增持
MSFT
MICROSOFT CORP
+$7.4M
146,568
+50%
增持
SCHH
SCHWAB STRATEGIC TR
+$7.1M
3,463,727
+31%
增持
VNQ
VANGUARD INDEX FDS
+$7.0M
955,351
+29%
增持
GOOGL
ALPHABET INC
+$6.7M
8,238
+103%
增持
IJH
ISHARES TR
+$6.5M
135,654
+51%
增持
VOT
VANGUARD INDEX FDS
+$6.4M
160,075
+65%
增持
IEFA
ISHARES TR
+$6.2M
847,579
+35%
减持
SCHE
SCHWAB STRATEGIC TR
-$6.1M
824,429
-15%
增持
VO
VANGUARD INDEX FDS
+$5.7M
277,367
+35%
增持
IEMG
ISHARES INC
+$5.4M
2,268,019
+19%
减持
DHI
D R HORTON INC
-$4.7M
73,380
-43%
增持
CNC
CENTENE CORP DEL
+$4.4M
305,626
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$4.2M
144,459
+30%
增持
IJS
ISHARES TR
+$3.9M
72,863
+193%
减持
SPAB
SPDR SER TR
-$3.9M
716,357
-13%
增持
IWM
ISHARES TR
-$3.7M
330,474
+14%
增持
IVV
ISHARES TR
+$3.6M
170,049
+27%
增持
IVW
ISHARES TR
+$3.4M
514,217
+42%
增持
IWS
ISHARES TR
+$3.0M
77,779
+89%
增持
VB
VANGUARD INDEX FDS
+$2.9M
145,165
+36%
增持
IWP
ISHARES TR
+$2.9M
71,346
+161%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$2.8M
49,964
增持
VBR
VANGUARD INDEX FDS
+$2.7M
123,361
+38%
增持
VOO
VANGUARD INDEX FDS
-$2.6M
125,277
+13%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.5M
352,988
+49%
增持
VTI
VANGUARD INDEX FDS
+$2.5M
85,182
+43%
增持
—
CRESTWOOD EQUITY PARTNERS LP
-$2.3M
558,389
+6%
减持
USRT
ISHARES TR
-$2.3M
103,446
-14%
减持
BOND
PIMCO ETF TR
-$2.1M
6,929
-75%
增持
SCZ
ISHARES TR
-$2.0M
356,366
+10%
增持
EFSC
ENTERPRISE FINL SVCS CORP
+$2.0M
99,831
+123%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$1.9M
29,268
增持
SPYM
SPDR SER TR
-$1.8M
652,391
+13%
增持
TSLA
TESLA INC
-$1.8M
5,612
+8%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.7M
49,784
+113%
增持
VXUS
VANGUARD STAR FDS
+$1.7M
176,342
+42%
增持
IJR
ISHARES TR
+$1.7M
641,002
+20%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$1.6M
2,014
-89%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
91,626
+52%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.6M
223,271
+24%
增持
ALB
ALBEMARLE CORP
+$1.5M
98,210
+14%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
60,892
+16%
增持
AEE
AMEREN CORP
+$1.5M
71,857
+35%
增持
IJJ
ISHARES TR
+$1.5M
42,834
+83%
增持
IJT
ISHARES TR
+$1.5M
65,144
+51%
增持
DHR
DANAHER CORPORATION
+$1.5M
29,079
+44%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.4M
876,312
+11%
增持
IVE
ISHARES TR
+$1.4M
135,239
+23%
增持
EFV
ISHARES TR
-$1.4M
245,438
+2%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$1.4M
45,222
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.4M
11
-8%
增持
MGK
VANGUARD WORLD FD
+$1.4M
10,782
+362%
增持
EFA
ISHARES TR
-$1.4M
204,657
+6%
增持
PFE
PFIZER INC
+$1.4M
171,028
+17%
增持
PEP
PEPSICO INC
+$1.4M
50,642
+20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.3M
8,530
+51%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.3M
409,902
+28%
减持
MTCH
MATCH GROUP INC NEW
-$1.3M
26,015
-8%
清仓
MRNA
MODERNA INC
-$1.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$1.2M
15,060
+18%
增持
—
EXXON MOBIL CORP
+$1.2M
97,992
+12%
增持
GOOG
ALPHABET INC
+$1.2M
11,339
+34%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$1.2M
9,950
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
41,032
+32%
增持
MRVL
MARVELL TECHNOLOGY INC
-$1.1M
63,864
+18%
增持
JPM
JPMORGAN CHASE & CO
-$1.1M
92,446
+7%
建仓
AVD
AMERICAN VANGUARD CORP
+$1.0M
45,459
增持
IDXX
IDEXX LABS INC
-$977.0K
6,783
+11%
增持
AMZN
AMAZON COM INC
-$970.0K
128,255
+2765%
建仓
MGV
VANGUARD WORLD FD
+$962.0K
10,002
增持
MCD
MCDONALDS CORP
+$927.0K
18,264
+26%
增持
IWB
ISHARES TR
+$925.0K
36,658
+37%
清仓
MINT
PIMCO ETF TR
-$906.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$859.0K
84,016
+2387%
建仓
INTU
INTUIT
+$848.0K
2,200
增持
BAC
BK OF AMERICA CORP
-$845.0K
195,085
+16%
清仓
SMB
VANECK ETF TRUST
-$843.0K
0
-100%
增持
HD
HOME DEPOT INC
+$809.0K
11,383
+47%
减持
INTC
INTEL CORP
-$750.0K
52,419
-4%
减持
AGG
ISHARES TR
-$747.0K
64,221
-5%
增持
META
META PLATFORMS INC
-$734.0K
16,788
+8%
建仓
VOTE
ENGINE NO 1 ETF TRUST
+$721.0K
16,472
建仓
VTWV
VANGUARD SCOTTSDALE FDS
+$714.0K
5,992
建仓
BSX
BOSTON SCIENTIFIC CORP
+$689.0K
18,487
增持
TXN
TEXAS INSTRS INC
+$688.0K
16,713
+63%
减持
VYM
VANGUARD WHITEHALL FDS
+$680.0K
17,963
-94%
增持
SPMD
SPDR SER TR
-$670.0K
273,797
+12%
减持
EEM
ISHARES TR
-$669.0K
120,474
-1%
增持
VTHR
VANGUARD SCOTTSDALE FDS
-$669.0K
39,219
+10%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$668.0K
9,770
增持
USB
US BANCORP DEL
+$660.0K
47,675
+65%
减持
DFAC
DIMENSIONAL ETF TRUST
-$646.0K
146,824
-0%
增持
PM
PHILIP MORRIS INTL INC
+$643.0K
15,809
+62%
增持
—
BROOKFIELD ASSET MGMT INC
-$641.0K
114,234
+13%
减持
DFAT
DIMENSIONAL ETF TRUST
-$638.0K
8,826
-59%
增持
TGT
TARGET CORP
+$635.0K
31,870
+75%
清仓
—
ASPEN TECHNOLOGY INC
-$619.0K
0
-100%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$613.0K
0
-100%
增持
V
VISA INC
+$605.0K
22,281
+31%
增持
MDLZ
MONDELEZ INTL INC
+$602.0K
20,744
+90%
增持
CVX
CHEVRON CORP NEW
+$597.0K
25,480
+34%
增持
IJK
ISHARES TR
+$582.0K
48,439
+49%
建仓
ZWS
ZURN WATER SOLUTIONS CORP
+$568.0K
20,852
增持
SDY
SPDR SER TR
-$564.0K
364,521
+7%
建仓
IGF
ISHARES TR
+$560.0K
11,979
建仓
CHD
CHURCH & DWIGHT CO INC
+$547.0K
5,903
增持
QQQ
INVESCO QQQ TR
+$545.0K
34,234
+37%
增持
ACWI
ISHARES TR
+$544.0K
9,548
+271%
增持
COST
COSTCO WHSL CORP NEW
+$519.0K
5,915
+47%
增持
NEE
NEXTERA ENERGY INC
+$511.0K
51,201
+26%
增持
PSX
PHILLIPS 66
+$511.0K
10,343
+165%
增持
DIS
DISNEY WALT CO
-$508.0K
25,011
+20%
增持
NFLX
NETFLIX INC
-$507.0K
3,128
+11%
建仓
WPC
WP CAREY INC
+$506.0K
6,107
减持
—
ETF MANAGERS TR
-$505.0K
63,828
-19%
减持
CCJ
CAMECO CORP
-$492.0K
37,250
-15%
增持
UNH
UNITEDHEALTH GROUP INC
+$484.0K
12,162
+8%
建仓
ESGD
ISHARES TR
+$482.0K
7,680
减持
GGG
GRACO INC
-$472.0K
5,235
-53%
清仓
MYI
BLACKROCK MUNIYIELD QUALITY
-$471.0K
0
-100%
增持
DVY
ISHARES TR
-$469.0K
73,698
+3%
增持
AMGN
AMGEN INC
+$465.0K
9,219
+25%
建仓
FTV
FORTIVE CORP
+$454.0K
8,349
减持
IDV
ISHARES TR
-$450.0K
72,239
-5%
建仓
—
COOPER COS INC
+$448.0K
1,431
增持
SCHB
SCHWAB STRATEGIC TR
+$445.0K
35,325
+69%
清仓
DIM
WISDOMTREE TR
-$442.0K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$436.0K
18,555
+34%
建仓
SNPS
SYNOPSYS INC
+$431.0K
1,419
