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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 16
增持 88
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$49.6M
7,026,934
+7%
增持
IVV
ISHARES TR
+$35.4M
304,057
+25%
增持
VUG
VANGUARD INDEX FDS
+$25.6M
517,004
+7%
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
ADM
ARCHER DANIELS MIDLAND CO
-$22.4M
4,505,661
-1%
增持
VV
VANGUARD INDEX FDS
+$21.7M
939,693
+4%
增持
AAPL
APPLE INC
+$19.7M
553,235
+4%
减持
SCHH
SCHWAB STRATEGIC TR
-$17.9M
2,113,238
-30%
增持
SCHM
SCHWAB STRATEGIC TR
+$17.7M
1,744,189
+11%
减持
VNQ
VANGUARD INDEX FDS
-$17.0M
785,970
-21%
增持
VOO
VANGUARD INDEX FDS
+$14.7M
352,791
+3%
增持
IVW
ISHARES TR
+$14.2M
782,519
+22%
增持
VTV
VANGUARD INDEX FDS
+$13.3M
1,013,475
+7%
增持
SCHG
SCHWAB STRATEGIC TR
+$11.9M
850,392
+7%
减持
ALB
ALBEMARLE CORP
-$11.3M
47,599
-52%
增持
VTI
VANGUARD INDEX FDS
+$10.7M
303,257
+10%
增持
VBK
VANGUARD INDEX FDS
+$10.4M
262,329
+14%
增持
MSFT
MICROSOFT CORP
+$9.9M
151,887
+5%
增持
IJR
ISHARES TR
+$9.6M
803,267
+10%
增持
VB
VANGUARD INDEX FDS
+$9.2M
341,808
+10%
增持
VOT
VANGUARD INDEX FDS
+$8.7M
259,686
+13%
增持
IVE
ISHARES TR
+$8.2M
219,128
+23%
增持
VOE
VANGUARD INDEX FDS
+$7.9M
435,523
+12%
增持
IWF
ISHARES TR
+$7.9M
210,405
+3%
增持
VO
VANGUARD INDEX FDS
+$7.7M
416,344
+5%
增持
GOOG
ALPHABET INC
+$7.3M
173,681
+32%
清仓
VTHR
VANGUARD SCOTTSDALE FDS
-$7.0M
0
-100%
增持
IEMG
ISHARES INC
+$6.8M
4,217,312
+2%
增持
IJH
ISHARES TR
+$6.7M
169,598
+13%
增持
IWM
ISHARES TR
+$6.5M
326,341
+7%
增持
SCHV
SCHWAB STRATEGIC TR
+$5.7M
652,063
+12%
减持
ACWI
ISHARES TR
-$5.6M
44,601
-59%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.2M
130,554
+3%
增持
IEFA
ISHARES TR
+$5.0M
1,069,354
+6%
减持
KDP
KEURIG DR PEPPER INC
-$4.5M
221,242
-32%
减持
CNC
CENTENE CORP DEL
-$4.5M
205,514
-29%
增持
IWR
ISHARES TR
+$4.4M
89,009
+197%
增持
AMZN
AMAZON COM INC
+$3.9M
120,188
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$3.7M
75,647
+623%
增持
GOOGL
ALPHABET INC
+$3.6M
177,435
+4%
增持
VBR
VANGUARD INDEX FDS
+$3.2M
192,456
+7%
减持
—
LAM RESEARCH CORP
+$2.9M
26,570
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.6M
132,805
-21%
增持
SPYM
SPDR SER TR
+$2.5M
581,802
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.5M
487,486
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.3M
648,133
+6%
建仓
FMBH
FIRST MID ILL BANCSHARES INC
+$2.2M
91,472
减持
DGRO
ISHARES TR
-$2.2M
29,114
-60%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.1M
1,240,872
+3%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$2.1M
64,785
减持
SPAB
SPDR SER TR
-$2.1M
649,815
-10%
增持
IWO
ISHARES TR
+$1.8M
82,192
+3%
增持
ORCL
ORACLE CORP
+$1.7M
24,186
+97%
增持
SCZ
ISHARES TR
+$1.7M
401,350
+9%
减持
NVDA
NVIDIA CORPORATION
+$1.7M
13,837
-8%
增持
AMID
EA SERIES TRUST
+$1.7M
564,858
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.6M
985,904
+1%
增持
MGK
VANGUARD WORLD FD
+$1.6M
20,475
+31%
增持
IWD
ISHARES TR
+$1.6M
232,029
+1%
减持
VXUS
VANGUARD STAR FDS
-$1.6M
583,918
-6%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
57,586
+18%
增持
IWB
ISHARES TR
+$1.4M
45,501
+6%
增持
IJJ
ISHARES TR
+$1.3M
54,905
+24%
增持
ABT
ABBOTT LABS
+$1.3M
44,258
+28%
建仓
—
LABORATORY CORP AMER HLDGS
+$1.3M
6,281
增持
NUE
NUCOR CORP
+$1.3M
122,859
+1%
减持
TGT
TARGET CORP
-$1.3M
13,942
-26%
增持
V
VISA INC
+$1.3M
29,285
+16%
增持
CBSH
COMMERCE BANCSHARES INC
-$1.2M
138,006
+2%
增持
EFA
ISHARES TR
+$1.2M
261,757
+5%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$1.2M
141,784
-16%
减持
IWV
ISHARES TR
-$1.2M
12,822
-32%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
16,946
+14%
减持
JPM
JPMORGAN CHASE & CO
+$1.1M
95,923
-3%
减持
EFX
EQUIFAX INC
+$1.1M
34,802
-0%
增持
PEP
PEPSICO INC
+$1.1M
51,411
+11%
增持
MDLZ
MONDELEZ INTL INC
+$1.1M
38,916
+55%
增持
TSLA
TESLA INC
+$1.1M
19,168
+0%
减持
IQLT
ISHARES TR
-$1.0M
6,832
-81%
增持
WMT
WALMART INC
+$1.0M
28,615
+22%
增持
IWP
ISHARES TR
+$974.6K
91,769
+6%
增持
AVGO
BROADCOM INC
+$942.7K
3,989
+2%
增持
UNP
UNION PAC CORP
+$931.6K
21,280
+25%
减持
LLY
LILLY ELI & CO
+$904.9K
8,098
-4%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$886.6K
3,489
增持
AVY
AVERY DENNISON CORP
+$873.4K
7,202
+254%
增持
MRVL
MARVELL TECHNOLOGY INC
+$860.6K
51,594
+0%
增持
JNJ
JOHNSON & JOHNSON
+$857.7K
68,616
+1%
增持
IJS
ISHARES TR
+$799.9K
100,161
+7%
增持
IGF
ISHARES TR
+$791.9K
169,026
+13%
减持
ICF
ISHARES TR
-$789.2K
97,338
-13%
清仓
—
PROSHARES TR
-$748.2K
0
-100%
增持
LOW
LOWES COS INC
+$747.0K
8,772
+42%
增持
COST
COSTCO WHSL CORP NEW
+$746.3K
9,046
+9%
增持
DFUV
DIMENSIONAL ETF TRUST
+$739.4K
71,835
+38%
增持
MRK
MERCK & CO INC
+$734.9K
54,400
+4%
增持
IJT
ISHARES TR
+$734.6K
105,216
+2%
清仓
CALF
PACER FDS TR
-$700.0K
0
-100%
减持
EFSC
ENTERPRISE FINL SVCS CORP
-$680.1K
80,781
-6%
建仓
HCA
HCA HEALTHCARE INC
+$669.8K
2,207
增持
PSA
PUBLIC STORAGE
+$640.1K
3,778
+147%
建仓
ACWV
ISHARES INC
+$624.9K
6,373
清仓
NANR
SPDR INDEX SHS FDS
-$621.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$605.2K
56,447
+17%
增持
DFUS
DIMENSIONAL ETF TRUST
+$604.2K
34,697
+45%
增持
MCD
MCDONALDS CORP
+$601.2K
20,644
+4%
减持
AGG
ISHARES TR
-$595.0K
58,022
-8%
增持
—
TE CONNECTIVITY LTD
+$590.4K
7,578
+111%
增持
IWS
ISHARES TR
+$579.3K
86,726
+3%
清仓
SPYD
SPDR SER TR
-$572.7K
0
-100%
减持
META
META PLATFORMS INC
+$570.7K
11,491
-11%
减持
SDY
SPDR SER TR
-$567.5K
346,578
-0%
建仓
ESGU
ISHARES TR
+$560.4K
5,750
减持
USB
US BANCORP DEL
-$559.4K
99,544
-7%
增持
CMCSA
COMCAST CORP NEW
+$553.9K
36,083
+45%
减持
COWZ
PACER FDS TR
-$552.6K
4,433
-73%
建仓
BWA
BORGWARNER INC
+$543.0K
12,623
清仓
CDC
VICTORY PORTFOLIOS II
-$529.9K
0
-100%
减持
MUB
ISHARES TR
-$528.3K
29,269
-14%
增持
MGV
VANGUARD WORLD FD
+$501.3K
16,980
+36%
增持
IJK
ISHARES TR
+$496.5K
51,352
+9%
增持
BSVO
EA SERIES TRUST
+$492.1K
59,480
+83%
减持
—
ACCENTURE PLC IRELAND
-$489.3K
5,365
-29%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$479.9K
0
-100%
增持
EMR
EMERSON ELEC CO
+$472.7K
67,815
+4%
建仓
ACVA
ACV AUCTIONS INC
+$450.4K
26,080
减持
DVY
ISHARES TR
-$447.8K
72,944
-2%
减持
MGC
VANGUARD WORLD FD
-$440.0K
28,774
-17%
建仓
WDAY
WORKDAY INC
+$432.4K
1,914
建仓
ESML
ISHARES TR
+$432.0K
12,162
增持
GE
GENERAL ELECTRIC CO
+$429.8K
13,722
+22%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$425.2K
2,921
清仓
ZWS
ZURN ELKAY WATER SOLNS CORP
-$419.1K
0
-100%
建仓
LBRDK
LIBERTY BROADBAND CORP
+$419.1K
5,232
增持
MA
MASTERCARD INCORPORATED
+$405.8K
7,663
+7%
增持
DHR
DANAHER CORPORATION
+$393.6K
27,849
+12%
建仓
IVLU
ISHARES TR
+$391.6K
15,389
增持
HD
HOME DEPOT INC
+$389.5K
12,783
+5%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$383.8K
48,157
-0%
减持
GIS
GENERAL MLS INC
-$377.2K
9,881
-26%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$365.2K
19,895
+10%
建仓
—
BUNGE LIMITED
+$359.3K
3,808
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$359.2K
0
-100%
减持
—
DUPONT DE NEMOURS INC
-$356.3K
5,861
-46%
建仓
MCO
MOODYS CORP
+$356.1K
1,024
增持
ET
ENERGY TRANSFER L P
+$354.2K
162,857
+18%
增持
FISV
FISERV INC
+$352.7K
7,136
+47%
清仓
—
ASPEN TECHNOLOGY INC
-$350.6K
0
-100%
减持
IAU
ISHARES GOLD TR
-$350.4K
9,403
-49%
清仓
RWM
PROSHARES TR
-$349.7K
0
-100%
增持
IWN
ISHARES TR
+$341.2K
69,229
+1%
