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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 123
减持 15
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$71.1M
725,186
+26%
增持
VTV
VANGUARD INDEX FDS
+$66.0M
1,483,376
+26%
增持
SCHX
SCHWAB STRATEGIC TR
+$56.6M
7,783,042
+3%
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
+$54.5M
438,831
+19%
增持
IVW
ISHARES TR
+$41.6M
1,247,199
+47%
增持
VBK
VANGUARD INDEX FDS
+$39.8M
447,783
+41%
增持
VOE
VANGUARD INDEX FDS
+$39.4M
737,176
+41%
增持
SCHG
SCHWAB STRATEGIC TR
+$36.0M
1,190,224
+33%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$33.2M
3,207,171
-1%
增持
VV
VANGUARD INDEX FDS
+$29.2M
1,023,491
+3%
增持
VOT
VANGUARD INDEX FDS
+$28.5M
410,391
+32%
增持
IWF
ISHARES TR
+$27.1M
273,448
+27%
增持
VTI
VANGUARD INDEX FDS
+$25.9M
358,288
+26%
增持
SCHM
SCHWAB STRATEGIC TR
+$25.5M
2,158,673
+8%
增持
IEFA
ISHARES TR
+$25.3M
1,791,006
+17%
增持
SCHV
SCHWAB STRATEGIC TR
+$24.7M
1,005,736
+36%
增持
IVE
ISHARES TR
+$22.0M
334,902
+44%
增持
VB
VANGUARD INDEX FDS
+$21.2M
468,953
+16%
增持
VBR
VANGUARD INDEX FDS
+$20.3M
343,458
+36%
增持
IWM
ISHARES TR
+$18.9M
300,337
+36%
增持
VO
VANGUARD INDEX FDS
+$15.9M
507,992
+6%
增持
IWD
ISHARES TR
+$15.2M
314,743
+26%
增持
MSFT
MICROSOFT CORP
+$14.3M
158,541
+14%
增持
SCHF
SCHWAB STRATEGIC TR
+$14.0M
1,723,470
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$13.6M
145,073
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.7M
976,730
+26%
增持
UPS
UNITED PARCEL SERVICE INC
+$11.4M
83,263
+1233%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.2M
137,716
+5%
增持
IEMG
ISHARES INC
+$10.2M
5,012,200
+2%
增持
AME
AMETEK INC
+$9.8M
55,475
+2672%
增持
NVDA
NVIDIA CORPORATION
+$9.1M
186,011
+1100%
增持
POST
POST HLDGS INC
+$8.9M
89,192
+1323%
增持
IJH
ISHARES TR
+$8.8M
1,069,643
+428%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$8.8M
76,434
增持
IJT
ISHARES TR
+$8.6M
193,661
+45%
增持
AMZN
AMAZON COM INC
+$8.0M
149,395
+20%
增持
IWP
ISHARES TR
+$8.0M
187,239
+46%
增持
EMR
EMERSON ELEC CO
+$7.7M
128,992
+82%
增持
IWS
ISHARES TR
+$7.4M
162,435
+45%
增持
SCHE
SCHWAB STRATEGIC TR
+$7.3M
1,304,491
+26%
增持
BRBR
BELLRING BRANDS INC
+$7.2M
127,421
+2213%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.3M
814,137
+21%
增持
URI
UNITED RENTALS INC
+$6.2M
9,751
+606%
增持
AMID
EA SERIES TRUST
+$6.0M
915,652
+9%
增持
SCHA
SCHWAB STRATEGIC TR
+$6.0M
685,134
+17%
增持
SDY
SPDR SER TR
+$5.8M
346,116
+9%
增持
LLY
ELI LILLY & CO
+$5.6M
13,647
+58%
增持
IJJ
ISHARES TR
+$5.3M
102,414
+70%
增持
META
META PLATFORMS INC
+$5.2M
19,508
+61%
增持
IJK
ISHARES TR
+$5.0M
116,711
+64%
增持
VNQ
VANGUARD INDEX FDS
+$5.0M
699,158
+11%
增持
IJS
ISHARES TR
+$4.9M
154,077
+46%
增持
IWN
ISHARES TR
+$4.9M
105,312
+38%
增持
SCZ
ISHARES TR
+$4.8M
479,448
+16%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$4.3M
855,112
-12%
增持
GOOG
ALPHABET INC
+$4.0M
103,762
+24%
增持
IGF
ISHARES TR
+$4.0M
432,349
+22%
增持
EFA
ISHARES TR
+$4.0M
317,617
+12%
增持
EEM
ISHARES TR
+$3.5M
227,558
+58%
增持
—
EXXON MOBIL CORP
+$3.3M
140,455
+8%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.1M
12,281
+8%
增持
NUE
NUCOR CORP
+$3.0M
123,075
+0%
增持
ET
ENERGY TRANSFER L P
+$3.0M
1,315,128
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.0M
104,352
+45%
减持
SCHH
SCHWAB STRATEGIC TR
-$2.9M
1,433,762
-7%
增持
PG
PROCTER AND GAMBLE CO
+$2.9M
70,594
+21%
增持
JPM
JPMORGAN CHASE & CO
+$2.7M
56,814
+11%
减持
IJR
ISHARES TR
+$2.6M
1,388,300
-0%
增持
IWO
ISHARES TR
+$2.5M
87,900
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.5M
39,752
+41%
减持
—
LAM RESEARCH CORP
+$2.4M
21,982
-9%
增持
V
VISA INC
+$2.4M
34,810
+24%
增持
QQQ
INVESCO QQQ TR
+$2.4M
37,134
+8%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.4M
124,990
+13%
建仓
IBIT
ISHARES BITCOIN TR
+$2.4M
59,439
增持
GOOGL
ALPHABET INC
+$2.4M
118,705
+7%
增持
DVY
ISHARES TR
+$2.2M
89,806
+18%
增持
AAPL
APPLE INC
+$2.0M
572,391
+15%
增持
HD
HOME DEPOT INC
+$2.0M
16,218
+33%
减持
SPAB
SPDR SER TR
-$1.7M
559,859
-10%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$1.7M
29,399
-58%
增持
WMT
WALMART INC
+$1.7M
108,919
+255%
增持
MRK
MERCK & CO INC
+$1.6M
57,599
+5%
增持
IWB
ISHARES TR
+$1.6M
60,003
+0%
增持
NFLX
NETFLIX INC
+$1.6M
4,549
+90%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.6M
177,241
+30%
增持
BA
BOEING CO
+$1.6M
33,986
+78%
增持
ABBV
ABBVIE INC
+$1.6M
45,291
+5%
增持
BAC
BANK AMERICA CORP
+$1.4M
207,305
+9%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$1.4M
25,134
减持
SPYM
SPDR SER TR
+$1.4M
528,309
-5%
增持
DIS
DISNEY WALT CO
+$1.3M
26,336
+27%
增持
CAT
CATERPILLAR INC
+$1.3M
10,543
+22%
增持
CNC
CENTENE CORP DEL
+$1.3M
220,829
+2%
增持
LOW
LOWES COS INC
+$1.2M
11,836
+48%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.2M
7,278
+154%
增持
ESGD
ISHARES TR
+$1.2M
49,123
+37%
增持
IWR
ISHARES TR
+$1.2M
110,852
+6%
增持
CVX
CHEVRON CORP NEW
+$1.1M
33,781
+20%
增持
VGT
VANGUARD WORLD FD
+$1.1M
9,757
+18%
减持
SPEM
SPDR INDEX SHS FDS
-$1.1M
143,301
-19%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.1M
182,475
+13%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.1M
31,443
+47%
建仓
RNST
RENASANT CORP
+$1.0M
32,791
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$997.2K
18,597
+19%
增持
GLD
SPDR GOLD TR
+$996.9K
7,737
+149%
增持
AVGO
BROADCOM INC
+$977.4K
43,718
+913%
增持
AGG
ISHARES TR
+$956.7K
73,873
+17%
增持
MPLX
MPLX LP
+$946.4K
81,552
+23%
增持
MCD
MCDONALDS CORP
+$922.2K
25,325
+21%
增持
VVX
V2X INC
+$921.7K
97,629
+25%
增持
VFH
VANGUARD WORLD FD
+$913.1K
14,224
+142%
增持
COST
COSTCO WHSL CORP NEW
+$900.8K
9,015
+4%
减持
VXUS
VANGUARD STAR FDS
+$899.9K
580,304
-1%
减持
BND
VANGUARD BD INDEX FDS
-$879.6K
27,956
-29%
减持
—
EATON CORP PLC
-$854.5K
7,545
-43%
增持
MA
MASTERCARD INCORPORATED
+$851.4K
8,426
+12%
增持
VDE
VANGUARD WORLD FD
+$819.5K
9,127
+180%
增持
ACWX
ISHARES TR
+$792.1K
54,708
+31%
减持
VXF
VANGUARD INDEX FDS
-$791.6K
17,884
-25%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$767.1K
15,787
+141%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$758.2K
31,046
+72%
增持
GE
GENERAL ELECTRIC CO
+$745.9K
18,359
+28%
建仓
SCL
STEPAN CO
+$728.0K
8,085
建仓
EXAS
EXACT SCIENCES CORP
+$716.7K
10,377
建仓
FCX
FREEPORT-MCMORAN INC
+$712.5K
15,154
建仓
ESGU
ISHARES TR
+$697.8K
6,070
清仓
TLT
ISHARES TR
-$671.1K
0
-100%
增持
TGT
TARGET CORP
+$666.2K
15,378
+6%
建仓
FNDF
SCHWAB STRATEGIC TR
+$666.1K
18,706
增持
VDC
VANGUARD WORLD FD
+$657.7K
5,970
+103%
减持
VIOG
VANGUARD ADMIRAL FDS INC
+$653.6K
179,749
-1%
建仓
COO
COOPER COS INC
+$653.6K
6,442
增持
WING
WINGSTOP INC
+$653.4K
5,910
+0%
增持
QCOM
QUALCOMM INC
+$651.5K
21,583
+4%
增持
OEF
ISHARES TR
+$640.6K
9,781
+23%
增持
DHR
DANAHER CORPORATION
+$639.2K
26,543
+3%
增持
TRGP
TARGA RES CORP
+$634.3K
23,746
+2%
增持
DGRO
ISHARES TR
+$627.7K
25,853
+59%
增持
AMLP
ALPS ETF TR
+$626.1K
20,725
+147%
增持
XLK
SELECT SECTOR SPDR TR
+$616.8K
6,594
+68%
增持
EMXC
ISHARES INC
+$608.7K
30,362
+48%
增持
ORCL
ORACLE CORP
+$599.9K
23,852
+5%
增持
ITOT
ISHARES TR
+$599.8K
23,911
+17%
增持
VZ
VERIZON COMMUNICATIONS INC
+$595.2K
79,203
+9%
增持
ALB
ALBEMARLE CORP
-$587.4K
47,778
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$586.4K
61,147
+8%
建仓
AOR
ISHARES TR
+$586.0K
10,527
增持
KO
COCA COLA CO
+$574.4K
79,405
+9%
减持
SLYG
SPDR SER TR
-$573.8K
39,822
-18%
