小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 22
增持 100
减持 26
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$80.9M
343,064
+924%
增持
VTI
VANGUARD INDEX FDS
-$76.7M
274,917
+721%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$37.4M
972,695
+24575%
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
VXUS
VANGUARD STAR FDS
-$34.2M
621,996
-53%
增持
VUG
VANGUARD INDEX FDS
+$30.1M
483,815
+1345%
增持
IVV
ISHARES TR
+$24.9M
243,486
+15291%
增持
VTV
VANGUARD INDEX FDS
+$24.5M
946,540
+2726%
增持
SCHX
SCHWAB STRATEGIC TR
+$23.1M
6,582,916
+83091%
增持
VB
VANGUARD INDEX FDS
+$21.1M
310,326
+827%
清仓
LPLA
LPL FINL HLDGS INC
-$20.6M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$15.7M
398,290
+1089%
减持
AAPL
APPLE INC
+$13.6M
531,192
-7%
增持
VV
VANGUARD INDEX FDS
+$11.8M
903,296
+2597%
增持
VBK
VANGUARD INDEX FDS
+$10.5M
230,224
+587%
增持
IVW
ISHARES TR
+$8.6M
641,211
+40432%
增持
SCHM
SCHWAB STRATEGIC TR
+$8.5M
1,565,301
+19681%
增持
IEFA
ISHARES TR
+$8.3M
1,004,525
+63397%
增持
VOT
VANGUARD INDEX FDS
+$7.5M
229,491
+585%
增持
IVE
ISHARES TR
+$7.4M
178,558
+11187%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$6.3M
4,554,760
+15%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$6.2M
168,305
+4170%
减持
MSFT
MICROSOFT CORP
+$5.8M
144,946
-3%
增持
IEMG
ISHARES INC
+$5.7M
4,120,730
+27403%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.4M
795,129
+9948%
增持
VOE
VANGUARD INDEX FDS
+$5.0M
390,474
+1066%
增持
VNQ
VANGUARD INDEX FDS
-$5.0M
996,090
+2874%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.9M
36,390
+229%
增持
SCHH
SCHWAB STRATEGIC TR
+$3.9M
3,033,065
+38230%
增持
EFA
ISHARES TR
+$3.9M
248,611
+15615%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.7M
1,209,857
+15189%
增持
IWM
ISHARES TR
-$3.7M
306,378
+19266%
增持
VBR
VANGUARD INDEX FDS
+$3.4M
180,088
+438%
增持
BND
VANGUARD BD INDEX FDS
+$2.8M
48,311
+822%
增持
GOOGL
ALPHABET INC
+$2.6M
170,331
+31%
增持
MUB
ISHARES TR
+$2.6M
33,897
+2043%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
611,682
+2%
增持
SCZ
ISHARES TR
+$2.5M
369,158
+23235%
增持
IJH
ISHARES TR
+$2.4M
150,423
+9408%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.3M
4,157
-56%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.3M
450,144
+5589%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
127,211
+1272010%
增持
IWF
ISHARES TR
+$2.2M
204,830
+12848%
增持
GOOG
ALPHABET INC
+$2.2M
131,639
+1%
增持
DGRO
ISHARES TR
-$2.0M
73,662
+4556%
减持
AMZN
AMAZON COM INC
+$2.0M
114,081
-2%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.9M
14,047
建仓
BTT
BLACKROCK MUN TARGET TERM TR
+$1.8M
84,991
减持
VYM
VANGUARD WHITEHALL FDS
-$1.7M
388,969
-1%
减持
NUE
NUCOR CORP
-$1.6M
122,223
-21%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
18,060
+127%
增持
SDY
SPDR SER TR
-$1.5M
347,999
+6272%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
48,768
+27%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
14,960
-24%
增持
IWD
ISHARES TR
+$1.2M
229,976
+14437%
增持
USB
US BANCORP DEL
+$1.2M
106,751
+77%
增持
SCHV
SCHWAB STRATEGIC TR
-$1.2M
579,812
+7227%
减持
QQQ
INVESCO QQQ TR
+$1.2M
39,839
-8%
减持
BAC
BANK AMERICA CORP
-$1.2M
182,188
-6%
增持
CBSH
COMMERCE BANCSHARES INC
-$1.2M
135,836
+2%
增持
MRK
MERCK & CO INC
+$1.2M
52,094
+32%
增持
ABBV
ABBVIE INC
+$1.2M
36,849
+26%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$1.1M
169,167
+4191%
建仓
CNP
CENTERPOINT ENERGY INC
+$1.1M
37,529
增持
—
ACCENTURE PLC IRELAND
+$1.1M
7,505
+86%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$1.0M
0
-100%
增持
ICF
ISHARES TR
+$957.3K
111,601
+6954%
减持
META
META PLATFORMS INC
+$930.4K
12,867
-14%
减持
—
CRESTWOOD EQUITY PARTNERS LP
-$924.2K
534,238
-2%
增持
LLY
LILLY ELI & CO
+$900.6K
8,424
+55%
增持
JNJ
JOHNSON & JOHNSON
+$892.2K
67,739
+25%
增持
IWB
ISHARES TR
+$808.1K
43,068
+2622%
增持
VXF
VANGUARD INDEX FDS
+$790.8K
37,378
+12%
增持
IWN
ISHARES TR
-$786.2K
68,650
+4239%
增持
BA
BOEING CO
+$771.6K
18,030
+12%
增持
KO
COCA COLA CO
+$761.5K
71,482
+24%
减持
ALB
ALBEMARLE CORP
-$757.5K
99,107
-5%
建仓
—
PROSHARES TR
+$748.2K
61,429
增持
COST
COSTCO WHSL CORP NEW
+$747.2K
8,299
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$742.9K
14,837
+25%
减持
EFSC
ENTERPRISE FINL SVCS CORP
-$728.3K
86,087
-8%
增持
SPMD
SPDR SER TR
-$724.3K
211,658
+3776%
增持
SCHD
SCHWAB STRATEGIC TR
+$688.6K
63,779
+706%
增持
ACWI
ISHARES TR
-$685.8K
108,034
+6729%
增持
PEP
PEPSICO INC
+$685.1K
46,249
+8%
增持
COWZ
PACER FDS TR
-$674.2K
16,290
+11%
减持
TSLA
TESLA INC
+$659.0K
19,120
-29%
建仓
HLIO
HELIOS TECHNOLOGIES INC
+$655.6K
10,025
增持
EMXC
ISHARES INC
+$630.3K
26,320
+76%
增持
AEE
AMEREN CORP
+$617.0K
83,591
+13%
建仓
SRE
SEMPRA
+$608.0K
4,022
增持
IGF
ISHARES TR
+$603.7K
149,767
+9367%
增持
V
VISA INC
+$603.4K
25,257
+3%
增持
VGT
VANGUARD WORLD FDS
+$600.3K
6,227
+94%
增持
UNP
UNION PAC CORP
+$586.3K
17,006
+24%
建仓
BSVO
EA SERIES TRUST
+$568.4K
32,424
减持
CRM
SALESFORCE INC
+$567.8K
9,652
-6%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$559.5K
9,558
增持
DFAT
DIMENSIONAL ETF TRUST
+$557.6K
21,460
+385%
增持
TXN
TEXAS INSTRS INC
+$557.5K
10,426
+25%
增持
SCHE
SCHWAB STRATEGIC TR
+$556.8K
979,677
+12281%
增持
BSV
VANGUARD BD INDEX FDS
+$553.1K
30,412
+480%
增持
IJR
ISHARES TR
+$547.9K
728,225
+45932%
增持
SYK
STRYKER CORPORATION
+$544.3K
4,596
+46%
增持
BX
BLACKSTONE INC
+$539.0K
11,027
+90%
增持
MA
MASTERCARD INCORPORATED
+$527.6K
7,177
+20%
建仓
IYR
ISHARES TR
+$518.6K
6,108
建仓
SHY
ISHARES TR
+$513.7K
6,253
增持
VTEB
VANGUARD MUN BD FDS
+$496.5K
49,867
+22%
增持
MCD
MCDONALDS CORP
+$489.9K
19,882
+3%
增持
EEM
ISHARES TR
+$489.6K
151,615
+9484%
增持
SPAB
SPDR SER TR
+$485.0K
719,404
+13073%
减持
XLK
SELECT SECTOR SPDR TR
-$483.1K
3,990
-1%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$479.9K
17,214
减持
NANR
SPDR INDEX SHS FDS
-$475.2K
11,580
-30%
增持
CALF
PACER FDS TR
-$471.9K
18,392
+25%
增持
AVGO
BROADCOM INC
+$467.1K
3,924
+7%
建仓
—
CALUMET SPECIALTY PRODS PART
+$462.3K
26,600
减持
EFX
EQUIFAX INC
-$451.9K
34,963
-10%
建仓
SPDW
SPDR INDEX SHS FDS
+$450.9K
14,038
增持
ITOT
ISHARES TR
+$446.5K
7,925
+401%
建仓
MRNA
MODERNA INC
+$444.2K
2,892
增持
DVY
ISHARES TR
-$443.7K
74,350
+4600%
建仓
FDX
FEDEX CORP
+$442.5K
1,936
减持
CDC
VICTORY PORTFOLIOS II
-$435.8K
8,742
-44%
增持
EMR
EMERSON ELEC CO
+$429.8K
64,920
+19%
减持
—
LAM RESEARCH CORP
+$424.2K
26,823
-18%
增持
DFUS
DIMENSIONAL ETF TRUST
+$415.8K
24,010
+442%
增持
SCHZ
SCHWAB STRATEGIC TR
+$410.6K
200,991
+2440%
增持
INTC
INTEL CORP
+$397.4K
53,532
+5%
减持
BN
BROOKFIELD CORP
-$388.0K
102,487
-14%
建仓
TSCO
TRACTOR SUPPLY CO
+$387.2K
1,647
增持
SLYV
SPDR SER TR
-$384.2K
52,346
+859%
增持
BIV
VANGUARD BD INDEX FDS
+$380.9K
11,526
+120%
增持
EFG
ISHARES TR
+$373.4K
118,716
+7404%
建仓
VSGX
VANGUARD WORLD FD
+$372.6K
7,116
增持
CI
THE CIGNA GROUP
-$359.5K
14,095
+18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$355.4K
14,565
+32%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$350.2K
5,840
建仓
RWM
PROSHARES TR
+$349.7K
14,589
减持
SPY
SPDR S&P 500 ETF TR
+$340.1K
144,691
-6%
增持
TGT
TARGET CORP
+$339.8K
18,732
+1%
建仓
SMDV
PROSHARES TR
+$326.6K
5,351
建仓
—
LINDE PLC
+$323.1K
909
增持
T
AT&T INC
+$320.6K
90,139
+17%
减持
CASS
CASS INFORMATION SYS INC
-$318.0K
40,560
-10%
减持
CSCO
CISCO SYS INC
-$314.8K
48,220
-19%
增持
NET
CLOUDFLARE INC
+$314.5K
9,553
+57%
增持
HDV
ISHARES TR
-$313.4K
5,315
+236%
建仓
NEM
NEWMONT CORP
+$310.8K
6,340
减持
IAU
ISHARES GOLD TR
-$310.4K
18,534
-36%
