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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 2
增持 20
减持 118
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IEMG
ISHARES INC
+$20.2M
3,057,934
+35%
减持
SCHX
SCHWAB STRATEGIC TR
-$18.4M
5,311,570
-3%
减持
AAPL
APPLE INC
-$14.0M
488,538
-18%
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。
减持
VV
VANGUARD INDEX FDS
-$13.2M
712,375
-5%
减持
VNQ
VANGUARD INDEX FDS
-$13.2M
921,542
-4%
减持
VUG
VANGUARD INDEX FDS
-$13.1M
357,541
-11%
减持
SCHH
SCHWAB STRATEGIC TR
-$11.2M
3,307,919
-4%
建仓
AMID
EA SERIES TRUST
+$9.6M
450,057
减持
SCHM
SCHWAB STRATEGIC TR
-$8.6M
1,125,772
-8%
减持
EMR
EMERSON ELEC CO
-$8.4M
51,639
-66%
减持
SPY
SPDR S&P 500 ETF TR
-$7.8M
130,623
-10%
减持
IWM
ISHARES TR
-$7.2M
295,555
-11%
减持
MSFT
MICROSOFT CORP
-$6.5M
133,787
-9%
增持
TFC
TRUIST FINL CORP
+$6.1M
168,856
+558%
减持
IEFA
ISHARES TR
-$5.9M
834,764
-2%
减持
—
LAM RESEARCH CORP
-$5.7M
27,986
-25%
减持
VBK
VANGUARD INDEX FDS
-$5.6M
139,374
-16%
减持
CNC
CENTENE CORP DEL
-$5.2M
265,647
-13%
减持
SDY
SPDR SER TR
-$5.1M
342,628
-6%
减持
IJR
ISHARES TR
-$5.0M
621,459
-3%
减持
IWF
ISHARES TR
-$4.9M
153,208
-10%
减持
IVV
ISHARES TR
-$4.7M
166,697
-2%
减持
EFX
EQUIFAX INC
-$4.7M
36,738
-39%
减持
VO
VANGUARD INDEX FDS
-$4.6M
265,927
-4%
减持
DHI
D R HORTON INC
-$4.6M
4,291
-94%
增持
GOOG
ALPHABET INC
-$4.5M
210,816
+1759%
减持
SCHV
SCHWAB STRATEGIC TR
-$4.1M
458,434
-7%
减持
NUE
NUCOR CORP
-$3.9M
122,077
-25%
减持
SPYM
SPDR SER TR
-$3.7M
600,762
-8%
减持
IJH
ISHARES TR
-$3.7M
123,269
-9%
减持
VOO
VANGUARD INDEX FDS
-$3.6M
121,401
-3%
减持
VOT
VANGUARD INDEX FDS
-$3.5M
143,849
-10%
减持
IWD
ISHARES TR
-$3.5M
184,514
-6%
增持
GOOGL
ALPHABET INC
-$3.3M
153,121
+1759%
建仓
ENR
ENERGIZER HLDGS INC NEW
+$3.3M
129,912
减持
SCZ
ISHARES TR
-$3.2M
332,247
-7%
增持
VYM
VANGUARD WHITEHALL FDS
-$3.2M
355,481
+1879%
减持
SPAB
SPDR SER TR
-$2.7M
647,976
-10%
减持
AMZN
AMAZON COM INC
-$2.7M
96,796
-25%
减持
ACWX
ISHARES TR
-$2.5M
422,044
-2%
减持
VOE
VANGUARD INDEX FDS
-$2.5M
267,414
-1%
减持
IVW
ISHARES TR
-$2.4M
495,454
-4%
减持
VXUS
VANGUARD STAR FDS
-$2.3M
147,673
-16%
减持
IWN
ISHARES TR
-$2.3M
73,171
-15%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$2.2M
321,384
-2%
增持
VTV
VANGUARD INDEX FDS
-$2.2M
695,206
+4%
减持
IVE
ISHARES TR
-$2.2M
127,225
-6%
增持
SCHE
SCHWAB STRATEGIC TR
-$2.2M
837,545
+2%
减持
QQQ
INVESCO QQQ TR
-$2.2M
27,853
-19%
减持
IWO
ISHARES TR
-$2.1M
77,371
-12%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.1M
569,880
-2%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.9M
314,286
-11%
减持
EFA
ISHARES TR
-$1.8M
195,572
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.8M
258,273
+1920%
减持
ALB
ALBEMARLE CORP
+$1.7M
83,940
-15%
减持
TGT
TARGET CORP
-$1.6M
19,294
-39%
减持
VTI
VANGUARD INDEX FDS
-$1.6M
80,749
-5%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$1.5M
6,299
-78%
减持
IWB
ISHARES TR
-$1.5M
31,217
-15%
减持
SPMD
SPDR SER TR
-$1.4M
244,321
-11%
减持
—
CRESTWOOD EQUITY PARTNERS LP
+$1.4M
534,246
-4%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$1.4M
26,287
-47%
减持
EFG
ISHARES TR
-$1.4M
130,375
-3%
减持
USRT
ISHARES TR
-$1.4M
87,874
-15%
减持
VBR
VANGUARD INDEX FDS
-$1.3M
119,672
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
89,228
-3%
减持
ICF
ISHARES TR
-$1.2M
96,944
-8%
增持
IGF
ISHARES TR
+$1.2M
42,051
+251%
减持
CBSH
COMMERCE BANCSHARES INC
-$1.1M
129,867
-12%
减持
DHR
DANAHER CORPORATION
-$1.1M
24,109
-17%
增持
EFV
ISHARES TR
-$1.1M
246,924
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
81,646
-3%
减持
IWS
ISHARES TR
-$1.1M
70,526
-9%
减持
PEP
PEPSICO INC
-$1.1M
44,843
-11%
增持
PFE
PFIZER INC
-$1.1M
179,662
+5%
减持
DVY
ISHARES TR
-$1.1M
70,770
-4%
减持
KDP
KEURIG DR PEPPER INC
-$1.1M
325,433
-10%
增持
JPM
JPMORGAN CHASE & CO
-$975.0K
92,670
+0%
减持
JNJ
JOHNSON & JOHNSON
-$964.0K
60,266
-1%
减持
—
BROOKFIELD ASSET MGMT INC
-$945.0K
101,125
-11%
减持
SCHC
SCHWAB STRATEGIC TR
-$945.0K
150,450
-8%
减持
VTEB
VANGUARD MUN BD FDS
-$918.0K
32,177
-35%
减持
PG
PROCTER AND GAMBLE CO
-$865.0K
39,881
-3%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$864.0K
35,779
-9%
减持
SCHZ
SCHWAB STRATEGIC TR
-$827.0K
217,634
-3%
减持
EEM
ISHARES TR
-$806.0K
115,396
-4%
减持
NVDA
NVIDIA CORPORATION
-$802.0K
12,200
-19%
清仓
ACWI
ISHARES TR
-$801.0K
0
-100%
清仓
CCJ
CAMECO CORP
-$783.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$769.0K
481,106
+17%
减持
MTCH
MATCH GROUP INC NEW
-$759.0K
22,073
-15%
减持
—
EXXON MOBIL CORP
-$752.0K
87,504
-11%
增持
VGT
VANGUARD WORLD FDS
+$701.0K
7,632
+51%
减持
AMT
AMERICAN TOWER CORP NEW
-$699.0K
10,312
-10%
减持
BAC
BK OF AMERICA CORP
-$682.0K
178,510
-8%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$668.0K
0
-100%
减持
V
VISA INC
-$657.0K
20,996
-6%
减持
INTC
INTEL CORP
-$657.0K
50,601
-3%
减持
ABBV
ABBVIE INC
-$653.0K
32,740
-1%
减持
META
META PLATFORMS INC
-$647.0K
15,183
-10%
减持
MMM
3M CO
-$646.0K
8,995
-29%
增持
SPEM
SPDR INDEX SHS FDS
-$642.0K
230,928
+3%
减持
BA
BOEING CO
-$637.0K
14,627
-17%
减持
DAR
DARLING INGREDIENTS INC
-$635.0K
7,120
-62%
减持
LPLA
LPL FINL HLDGS INC
-$586.0K
43,606
-20%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$584.0K
7,985
-6%
增持
AEE
AMEREN CORP
-$568.0K
73,557
+2%
减持
ABT
ABBOTT LABS
-$567.0K
28,876
-7%
减持
SBUX
STARBUCKS CORP
-$556.0K
7,358
-52%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$532.0K
36,917
+1733%
减持
MRVL
MARVELL TECHNOLOGY INC
-$528.0K
52,482
-18%
减持
SLYV
SPDR SER TR
-$516.0K
54,528
-5%
减持
CAT
CATERPILLAR INC
-$505.0K
7,484
-23%
增持
IJT
ISHARES TR
+$487.0K
72,273
+11%
增持
MGC
VANGUARD WORLD FD
-$481.0K
35,828
+2357%
减持
SF
STIFEL FINL CORP
-$475.0K
9,362
-45%
减持
UNP
UNION PAC CORP
-$473.0K
15,137
-6%
减持
QCOM
QUALCOMM INC
-$470.0K
20,915
-6%
减持
EVRG
EVERGY INC
-$469.0K
46,263
-6%
减持
EFSC
ENTERPRISE FINL SVCS CORP
-$467.0K
83,470
-16%
清仓
VTWG
VANGUARD SCOTTSDALE FDS
-$456.0K
0
-100%
减持
VTWV
VANGUARD SCOTTSDALE FDS
-$455.0K
2,287
-62%
减持
SLYG
SPDR SER TR
-$447.0K
51,160
-8%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$435.0K
2,798
-15%
减持
IJJ
ISHARES TR
-$428.0K
40,178
-6%
减持
DFAC
DIMENSIONAL ETF TRUST
-$415.0K
135,162
-8%
减持
TXN
TEXAS INSTRS INC
-$415.0K
13,910
-17%
减持
MUB
ISHARES TR
-$414.0K
7,848
-32%
减持
NEE
NEXTERA ENERGY INC
-$409.0K
45,364
-11%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$403.0K
9,920
-6%
清仓
HSY
HERSHEY CO
-$396.0K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$394.0K
4,332
-39%
减持
IDXX
IDEXX LABS INC
-$386.0K
6,117
-10%
清仓
PLD
PROLOGIS INC.
-$377.0K
0
-100%
减持
BNY
BANK NEW YORK MELLON CORP
-$373.0K
8,204
-50%
清仓
TWLO
TWILIO INC
-$365.0K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$361.0K
8,081
-29%
减持
MA
MASTERCARD INCORPORATED
-$351.0K
5,346
-10%
减持
BIL
SPDR SER TR
-$346.0K
9,258
-29%
减持
CVX
CHEVRON CORP NEW
-$341.0K
23,303
-9%
减持
MCD
MCDONALDS CORP
-$339.0K
18,072
-1%
减持
USB
US BANCORP DEL
-$337.0K
46,057
-3%
清仓
CHE
CHEMED CORP NEW
-$336.0K
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$336.0K
10
-9%
减持
DIS
DISNEY WALT CO
-$332.0K
21,510
-14%
减持
AXP
AMERICAN EXPRESS CO
-$331.0K
11,608
-15%
减持
CRM
SALESFORCE INC
-$323.0K
8,155
-10%
清仓
WEC
WEC ENERGY GROUP INC
-$322.0K
0
-100%
清仓
SO
SOUTHERN CO
-$316.0K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
-$310.0K
8,860
+1329%
