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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 12
增持 92
减持 40
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IJR
ISHARES TR
+$69.8M
1,393,598
+62%
增持
SCHX
SCHWAB STRATEGIC TR
+$60.5M
7,561,281
+5%
增持
VUG
VANGUARD INDEX FDS
+$30.8M
574,096
+6%
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
IVV
ISHARES TR
+$28.9M
368,818
+8%
增持
VTV
VANGUARD INDEX FDS
+$27.6M
1,174,738
+9%
增持
SCHM
SCHWAB STRATEGIC TR
+$25.7M
1,995,865
+8%
增持
VV
VANGUARD INDEX FDS
+$25.4M
990,805
+2%
增持
VOO
VANGUARD INDEX FDS
+$23.4M
385,140
+4%
增持
IEFA
ISHARES TR
+$22.2M
1,530,234
+15%
增持
IEMG
ISHARES INC
+$19.6M
4,912,562
+2%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$19.0M
181,743
+2943%
增持
VBK
VANGUARD INDEX FDS
+$17.8M
318,297
+15%
增持
VO
VANGUARD INDEX FDS
+$17.7M
477,350
+6%
增持
VB
VANGUARD INDEX FDS
+$16.2M
403,327
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.9M
674,053
+124%
清仓
—
CRESTWOOD EQUITY PARTNERS LP
-$15.6M
0
-100%
增持
ET
ENERGY TRANSFER L P
+$15.4M
1,285,014
+680%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$14.7M
166,063
增持
VOT
VANGUARD INDEX FDS
+$14.7M
311,113
+13%
减持
IWM
ISHARES TR
-$14.1M
220,311
-33%
增持
VOE
VANGUARD INDEX FDS
+$13.1M
521,220
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$12.2M
896,203
+5%
增持
VBR
VANGUARD INDEX FDS
+$11.8M
253,245
+19%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$10.9M
3,248,949
-0%
减持
GOOG
ALPHABET INC
-$10.4M
83,544
-50%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$10.2M
11,350
+1814%
增持
AMID
EA SERIES TRUST
+$9.6M
837,341
+38%
增持
SCHF
SCHWAB STRATEGIC TR
+$9.2M
1,439,957
+11%
增持
IWF
ISHARES TR
+$9.2M
214,613
+2%
增持
IJH
ISHARES TR
+$8.3M
202,547
+5%
增持
SCHV
SCHWAB STRATEGIC TR
+$7.4M
737,117
+7%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$7.3M
88,643
+408%
减持
GOOGL
ALPHABET INC
-$7.0M
111,098
-36%
清仓
KDP
KEURIG DR PEPPER INC
-$7.0M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$6.6M
131,018
+1%
增持
IGF
ISHARES TR
+$5.9M
353,024
+43%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.8M
778,152
+8%
减持
IVW
ISHARES TR
+$5.4M
848,907
-0%
减持
JPM
JPMORGAN CHASE & CO
-$5.2M
51,224
-47%
增持
SCHH
SCHWAB STRATEGIC TR
+$4.9M
1,545,978
+1%
减持
MSFT
MICROSOFT CORP
+$4.8M
139,446
-8%
增持
IVE
ISHARES TR
+$4.8M
233,173
+0%
增持
IWB
ISHARES TR
+$4.7M
59,725
+28%
增持
SCHA
SCHWAB STRATEGIC TR
+$4.6M
587,815
+5%
增持
IWD
ISHARES TR
+$4.2M
248,996
+2%
减持
ACWX
ISHARES TR
-$4.1M
41,708
-68%
减持
VTI
VANGUARD INDEX FDS
+$4.0M
283,307
-5%
增持
AMZN
AMAZON COM INC
+$3.7M
124,676
+4%
增持
IWP
ISHARES TR
+$3.4M
128,293
+17%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.2M
970,012
-2%
减持
—
LAM RESEARCH CORP
+$3.0M
24,150
-5%
增持
IWS
ISHARES TR
+$2.6M
111,647
+12%
减持
VNQ
VANGUARD INDEX FDS
-$2.5M
628,121
-18%
增持
IJT
ISHARES TR
+$2.5M
133,663
+3%
增持
SCZ
ISHARES TR
+$2.3M
412,347
+0%
减持
IWO
ISHARES TR
+$2.3M
84,474
-1%
增持
QQQ
INVESCO QQQ TR
+$2.2M
34,341
+4%
减持
SDY
SPDR SER TR
+$2.2M
317,376
-3%
增持
EFA
ISHARES TR
+$2.2M
283,939
+2%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$2.2M
69,990
-47%
减持
NUE
NUCOR CORP
+$2.2M
122,701
-0%
减持
VXUS
VANGUARD STAR FDS
+$2.1M
588,206
-2%
增持
—
EXXON MOBIL CORP
-$2.0M
129,865
+2%
减持
EFX
EQUIFAX INC
+$2.0M
33,035
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.0M
1,555
-89%
减持
SPYM
SPDR SER TR
+$2.0M
556,198
-4%
减持
MRVL
MARVELL TECHNOLOGY INC
-$2.0M
12,581
-75%
增持
CNC
CENTENE CORP DEL
+$1.8M
216,597
+5%
增持
IWR
ISHARES TR
+$1.8M
105,002
+14%
建仓
OEF
ISHARES TR
+$1.8M
7,966
增持
SCHW
SCHWAB CHARLES CORP
+$1.7M
88,486
+11%
增持
BA
BOEING CO
+$1.7M
19,134
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.6M
19,916
+13%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
15,500
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
130,988
+2%
增持
AVGO
BROADCOM INC
+$1.5M
4,315
+9%
增持
ITOT
ISHARES TR
+$1.4M
20,499
+173%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.3M
1,036,240
+2%
增持
BSVO
EA SERIES TRUST
+$1.3M
110,645
+94%
增持
CBSH
COMMERCE BANCSHARES INC
+$1.3M
134,879
+9%
减持
IWN
ISHARES TR
+$1.3M
76,165
-2%
减持
PFE
PFIZER INC
-$1.3M
200,030
-5%
增持
ALB
ALBEMARLE CORP
-$1.2M
47,631
+0%
减持
EFG
ISHARES TR
+$1.2M
120,902
-1%
减持
AAPL
APPLE INC
+$1.2M
499,224
-10%
减持
BAC
BANK AMERICA CORP
+$1.2M
190,480
-1%
增持
USB
US BANCORP DEL
+$1.1M
106,554
+1%
增持
AGG
ISHARES TR
+$1.1M
63,259
+14%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.1M
252,151
+4%
增持
META
META PLATFORMS INC
+$1.1M
12,119
+12%
减持
VXF
VANGUARD INDEX FDS
-$1.0M
23,879
-31%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$1.0M
110,754
-1%
建仓
IVOV
VANGUARD ADMIRAL FDS INC
+$1.0M
11,567
减持
IJS
ISHARES TR
+$974.5K
105,786
-5%
增持
VGT
VANGUARD WORLD FDS
+$958.9K
8,293
+13%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$940.9K
11,246
+14%
增持
UNP
UNION PAC CORP
+$938.9K
20,859
+2%
增持
IJJ
ISHARES TR
+$893.1K
60,140
+2%
减持
ICF
ISHARES TR
+$890.7K
109,130
-1%
增持
V
VISA INC
+$889.7K
27,974
+1%
增持
DVY
ISHARES TR
+$889.5K
75,931
+2%
增持
COST
COSTCO WHSL CORP NEW
+$837.3K
8,641
+0%
增持
ESML
ISHARES TR
+$822.4K
36,429
+118%
建仓
SNAP
SNAP INC
+$817.0K
48,255
增持
ESGD
ISHARES TR
+$813.9K
35,827
+31%
增持
BN
BROOKFIELD CORP
+$813.1K
88,183
+1%
减持
CVX
CHEVRON CORP NEW
-$810.5K
28,088
-5%
减持
VYM
VANGUARD WHITEHALL FDS
-$797.9K
351,121
-9%
增持
INTC
INTEL CORP
+$793.7K
53,809
+0%
建仓
SLB
SCHLUMBERGER LTD
+$754.1K
14,491
增持
IJK
ISHARES TR
+$745.5K
70,982
+5%
增持
DFUV
DIMENSIONAL ETF TRUST
+$740.8K
81,365
+21%
清仓
—
HOLLY ENERGY PARTNERS L P
-$733.0K
0
-100%
增持
QCOM
QUALCOMM INC
+$717.8K
20,760
+1%
减持
SPMD
SPDR SER TR
+$716.7K
203,067
-3%
减持
MUB
ISHARES TR
-$715.6K
17,204
-32%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$674.8K
161,388
+23%
建仓
TLT
ISHARES TR
+$671.1K
6,787
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$651.2K
0
-100%
增持
IDXX
IDEXX LABS INC
+$643.2K
5,420
+0%
减持
MGK
VANGUARD WORLD FD
+$638.9K
20,336
-1%
增持
CRM
SALESFORCE INC
+$631.1K
8,588
+7%
建仓
SOXX
ISHARES TR
+$624.5K
1,084
增持
EFSC
ENTERPRISE FINL SVCS CORP
+$621.1K
85,957
+0%
建仓
KR
KROGER CO
+$609.6K
13,336
建仓
DINO
HF SINCLAIR CORP
+$597.4K
10,750
增持
ABT
ABBOTT LABS
+$582.6K
41,454
+1%
增持
ROK
ROCKWELL AUTOMATION INC
+$571.5K
2,861
+158%
建仓
IYH
ISHARES TR
+$558.7K
1,952
建仓
COIN
COINBASE GLOBAL INC
+$550.3K
3,164
减持
MCD
MCDONALDS CORP
+$545.4K
20,971
-3%
减持
ADT
ADT INC DEL
-$544.8K
27,954
-77%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$536.0K
17,502
+11%
清仓
—
CONSOL ENERGY INC NEW
-$524.5K
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$522.2K
176,894
-12%
减持
SPAB
SPDR SER TR
+$517.2K
620,215
-2%
清仓
—
CALUMET SPECIALTY PRODS PART
-$508.1K
0
-100%
增持
CSX
CSX CORP
+$503.4K
34,916
+52%
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$490.9K
4,180
增持
IDEV
ISHARES TR
+$471.2K
10,947
+183%
增持
CI
THE CIGNA GROUP
+$467.5K
13,717
+8%
增持
OKE
ONEOK INC NEW
+$460.8K
54,239
+3%
增持
WING
WINGSTOP INC
+$455.1K
5,893
+0%
增持
EMR
EMERSON ELEC CO
+$450.8K
71,036
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$449.9K
8,304
+6%
增持
LLY
ELI LILLY & CO
+$443.6K
8,630
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$436.2K
71,745
+1%
减持
HD
HOME DEPOT INC
+$435.6K
12,232
-3%
增持
BIV
VANGUARD BD INDEX FDS
+$433.9K
16,503
+44%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$428.7K
4,955
+34%
