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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 4
增持 73
减持 66
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
ADM
ARCHER DANIELS MIDLAND CO
-$94.9M
3,255,862
-28%
增持
IEMG
ISHARES INC
+$21.0M
4,809,763
+14%
减持
SCHH
SCHWAB STRATEGIC TR
-$14.1M
1,528,754
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。
-28%
增持
IEFA
ISHARES TR
+$13.2M
1,327,495
+24%
增持
AAPL
APPLE INC
-$12.4M
554,610
+0%
增持
IVV
ISHARES TR
+$11.8M
342,977
+13%
减持
VNQ
VANGUARD INDEX FDS
-$7.6M
767,205
-2%
减持
SDY
SPDR SER TR
-$5.0M
325,692
-6%
减持
MSFT
MICROSOFT CORP
-$4.1M
150,861
-1%
建仓
VVX
V2X INC
+$4.0M
78,349
增持
VTV
VANGUARD INDEX FDS
+$4.0M
1,073,272
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$3.7M
130,251
-3%
减持
VTI
VANGUARD INDEX FDS
-$3.6M
297,686
-2%
增持
IJH
ISHARES TR
+$3.5M
192,021
+13%
增持
IVW
ISHARES TR
+$3.2M
853,068
+9%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$3.0M
0
-100%
增持
IWM
ISHARES TR
-$2.8M
330,162
+1%
增持
IGF
ISHARES TR
+$2.7M
246,721
+46%
增持
ALB
ALBEMARLE CORP
-$2.5M
47,620
+0%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.5M
111,383
-16%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.4M
988,597
+0%
减持
ACWI
ISHARES TR
-$2.3M
21,411
-52%
增持
VOE
VANGUARD INDEX FDS
+$2.2M
476,893
+9%
增持
IJT
ISHARES TR
+$2.2M
130,139
+24%
增持
—
EATON CORP PLC
+$2.2M
13,592
+270%
增持
SCHX
SCHWAB STRATEGIC TR
-$2.1M
7,231,947
+3%
减持
EFX
EQUIFAX INC
-$2.1M
33,468
-4%
减持
IWF
ISHARES TR
-$2.0M
210,185
-0%
增持
OKE
ONEOK INC NEW
+$2.0M
52,781
+140%
增持
VBR
VANGUARD INDEX FDS
+$2.0M
212,061
+10%
减持
IWV
ISHARES TR
-$1.9M
5,438
-58%
增持
VB
VANGUARD INDEX FDS
+$1.9M
369,458
+8%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.8M
558,980
+15%
增持
VO
VANGUARD INDEX FDS
+$1.7M
448,445
+8%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.6M
854,343
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
720,841
+11%
增持
—
EXXON MOBIL CORP
+$1.4M
127,780
+1%
增持
VUG
VANGUARD INDEX FDS
+$1.4M
542,306
+5%
减持
GOOGL
ALPHABET INC
+$1.3M
172,385
-3%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.2M
387,085
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$1.2M
48,761
+52%
减持
IDV
ISHARES TR
-$1.2M
24,517
-65%
减持
SPYM
SPDR SER TR
-$1.2M
579,028
-0%
减持
—
LAM RESEARCH CORP
-$1.2M
25,334
-5%
减持
VTEB
VANGUARD MUN BD FDS
-$1.2M
24,903
-48%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
368,928
+5%
减持
GOOG
ALPHABET INC
+$1.2M
168,295
-3%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$1.2M
6,399
+354%
增持
IWP
ISHARES TR
+$1.1M
109,255
+19%
减持
SPAB
SPDR SER TR
-$1.1M
632,092
-3%
增持
VBK
VANGUARD INDEX FDS
-$1.1M
276,311
+5%
建仓
WING
WINGSTOP INC
+$1.1M
5,877
增持
IJR
ISHARES TR
+$1.1M
859,715
+7%
减持
QQQ
INVESCO QQQ TR
-$1.0M
33,084
-5%
增持
IJK
ISHARES TR
+$1.0M
67,520
+31%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$991.9K
21,726
+211%
增持
SCHZ
SCHWAB STRATEGIC TR
+$988.7K
241,684
+15%
减持
PEP
PEPSICO INC
-$957.2K
50,550
-2%
减持
NUE
NUCOR CORP
-$955.4K
122,744
-0%
减持
PFE
PFIZER INC
-$930.7K
211,384
-2%
增持
IWS
ISHARES TR
+$906.2K
99,983
+15%
增持
IWO
ISHARES TR
-$894.3K
84,989
+3%
减持
AVY
AVERY DENNISON CORP
-$882.3K
1,944
-73%
减持
JNJ
JOHNSON & JOHNSON
-$848.1K
67,475
-2%
减持
ABT
ABBOTT LABS
-$844.7K
41,097
-7%
增持
IWN
ISHARES TR
+$824.0K
77,990
+13%
增持
ESGD
ISHARES TR
+$821.6K
27,376
+86%
增持
LLY
ELI LILLY & CO
+$788.9K
8,539
+5%
减持
CBSH
COMMERCE BANCSHARES INC
-$781.5K
123,790
-10%
增持
EFG
ISHARES TR
-$768.2K
121,665
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$763.5K
1,841,803
+6%
增持
VXUS
VANGUARD STAR FDS
-$759.5K
597,657
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$744.8K
17,631
+4%
增持
AMGN
AMGEN INC
+$732.1K
10,021
+13%
增持
BN
BROOKFIELD CORP
-$731.9K
87,139
+12%
减持
AXP
AMERICAN EXPRESS CO
-$717.2K
10,536
-20%
减持
NEE
NEXTERA ENERGY INC
-$697.5K
37,162
-2%
减持
IDXX
IDEXX LABS INC
-$685.9K
5,409
-11%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$661.9K
54,657
-34%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$647.7K
128,937
-1%
建仓
SPYX
SPDR SER TR
+$634.4K
18,267
增持
AMID
EA SERIES TRUST
+$633.3K
608,195
+8%
增持
MRK
MERCK & CO INC
-$631.5K
54,839
+1%
减持
DGRO
ISHARES TR
-$611.4K
17,945
-38%
减持
BA
BOEING CO
-$600.7K
17,407
-7%
减持
MTCH
MATCH GROUP INC NEW
-$588.6K
8,329
-62%
减持
MGC
VANGUARD WORLD FD
-$588.6K
25,768
-10%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$580.5K
15,810
+28%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$580.4K
7,819
-10%
增持
ADT
ADT INC DEL
+$566.9K
122,579
+339%
减持
V
VISA INC
-$561.2K
27,796
-5%
清仓
ESGU
ISHARES TR
-$560.4K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$557.5K
75,888
-6%
增持
ESGE
ISHARES INC
+$545.3K
27,068
+212%
减持
MUB
ISHARES TR
-$543.2K
25,168
-14%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$541.1K
132,473
-7%
减持
PPLI
IAC INC
-$539.6K
5,000
-60%
减持
ORCL
ORACLE CORP
-$538.3K
22,112
-9%
增持
SCHV
SCHWAB STRATEGIC TR
+$513.9K
686,639
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$504.0K
31,937
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$488.9K
17,561
-12%
增持
MCD
MCDONALDS CORP
-$487.5K
21,533
+4%
减持
AGG
ISHARES TR
-$486.8K
55,258
-5%
减持
RTX
RTX CORPORATION
-$483.5K
14,838
-6%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$462.4K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$460.3K
9,897
-8%
减持
T
AT&T INC
-$459.3K
75,886
-24%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$453.4K
13,898
增持
EVRG
EVERGY INC
-$444.5K
114,515
+7%
减持
KO
COCA COLA CO
-$441.6K
74,999
-3%
增持
EFV
ISHARES TR
+$435.7K
228,243
+4%
增持
IVE
ISHARES TR
+$424.0K
232,353
+6%
增持
SCZ
ISHARES TR
-$407.5K
411,973
+3%
增持
IJS
ISHARES TR
+$404.5K
111,285
+11%
增持
SPMD
SPDR SER TR
-$402.2K
209,561
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$400.1K
130,717
+8%
减持
AMZN
AMAZON COM INC
-$397.7K
120,123
-0%
增持
VOTE
ENGINE NO 1 ETF TRUST
+$393.7K
23,290
+56%
增持
PSX
PHILLIPS 66
+$389.9K
11,175
+12%
减持
—
LABORATORY CORP AMER HLDGS
-$389.2K
4,541
-28%
增持
PGR
PROGRESSIVE CORP
+$389.2K
7,830
+48%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$388.3K
20,698
-17%
减持
NKE
NIKE INC
-$387.2K
16,522
-7%
增持
EAGG
ISHARES TR
+$382.4K
14,589
+147%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$375.7K
0
-100%
减持
USRT
ISHARES TR
-$373.6K
69,125
-2%
增持
CNC
CENTENE CORP DEL
+$364.6K
206,540
+0%
清仓
NEM
NEWMONT CORP
-$352.5K
0
-100%
减持
—
PERFICIENT INC
-$352.1K
9,448
-12%
减持
HDV
ISHARES TR
-$342.6K
2,342
-59%
减持
MRVL
MARVELL TECHNOLOGY INC
-$339.3K
50,710
-2%
减持
EMR
EMERSON ELEC CO
+$333.3K
66,927
-1%
减持
CVX
CHEVRON CORP NEW
+$328.6K
29,653
-0%
减持
LOW
LOWES COS INC
-$324.2K
7,965
-9%
减持
USMV
ISHARES TR
-$320.4K
8,705
-32%
增持
VGT
VANGUARD WORLD FDS
+$317.9K
7,363
+19%
增持
EW
EDWARDS LIFESCIENCES CORP
-$317.2K
14,926
+4%
增持
WMT
WALMART INC
+$317.0K
30,105
+5%
减持
DIS
DISNEY WALT CO
-$315.4K
20,148
-8%
减持
BND
VANGUARD BD INDEX FDS
-$310.7K
46,280
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$304.6K
71,025
+9%
增持
AEE
AMEREN CORP
-$302.5K
89,022
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$302.1K
14,294
+0%
减持
EMXC
ISHARES INC
-$301.6K
21,457
-19%
增持
CMCSA
COMCAST CORP NEW
+$298.3K
40,540
+12%
清仓
CG
CARLYLE GROUP INC
-$296.8K
0
-100%
增持
DHR
DANAHER CORPORATION
-$294.9K
29,052
+4%
清仓
HYG
ISHARES TR
-$287.5K
0
-100%
增持
IWD
ISHARES TR
+$287.5K
243,107
+5%
增持
ACWX
ISHARES TR
-$285.9K
132,234
+0%
