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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 80
减持 59
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$33.3M
624,024
+9%
增持
SCHX
SCHWAB STRATEGIC TR
+$30.9M
7,998,743
+3%
减持
NUE
NUCOR CORP
-$23.8M
3,230
-97%
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
VUG
VANGUARD INDEX FDS
+$23.2M
729,468
+1%
增持
IEMG
ISHARES INC
+$20.5M
5,214,441
+4%
减持
VNQ
VANGUARD INDEX FDS
-$18.4M
501,709
-28%
增持
VOO
VANGUARD INDEX FDS
+$13.2M
361,534
+4%
增持
NVDA
NVIDIA CORPORATION
+$12.8M
239,335
+29%
增持
SCHG
SCHWAB STRATEGIC TR
+$9.7M
1,190,991
+0%
减持
VV
VANGUARD INDEX FDS
+$9.4M
1,020,772
-0%
减持
IVW
ISHARES TR
+$8.4M
1,228,734
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$7.8M
3,204,010
-0%
减持
IVV
ISHARES TR
+$7.5M
435,256
-1%
增持
AMZN
AMAZON COM INC
+$6.3M
171,863
+15%
增持
MSFT
MICROSOFT CORP
+$6.2M
163,129
+3%
减持
SCHH
SCHWAB STRATEGIC TR
-$6.2M
1,149,490
-20%
减持
IWF
ISHARES TR
+$5.9M
269,036
-2%
增持
GOOGL
ALPHABET INC
+$5.4M
127,871
+8%
增持
VBK
VANGUARD INDEX FDS
-$4.7M
447,977
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.2M
872,614
+7%
增持
GOOG
ALPHABET INC
+$3.8M
106,619
+3%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.6M
1,376,057
+5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.4M
152,821
+22%
增持
VOE
VANGUARD INDEX FDS
-$3.3M
741,984
+1%
增持
COST
COSTCO WHSL CORP NEW
+$2.9M
11,211
+24%
增持
VBR
VANGUARD INDEX FDS
-$2.7M
346,313
+1%
增持
CNC
CENTENE CORP DEL
-$2.7M
221,417
+0%
增持
IBIT
ISHARES BITCOIN TR
+$2.5M
143,822
+142%
减持
IJH
ISHARES TR
-$2.5M
1,068,017
-0%
减持
IWM
ISHARES TR
-$2.3M
299,808
-0%
减持
IVE
ISHARES TR
-$2.2M
331,423
-1%
减持
VTI
VANGUARD INDEX FDS
+$2.2M
356,380
-1%
增持
SCHM
SCHWAB STRATEGIC TR
-$2.2M
2,230,752
+3%
增持
VB
VANGUARD INDEX FDS
-$2.1M
482,229
+3%
增持
IJR
ISHARES TR
-$2.0M
1,419,738
+2%
增持
META
META PLATFORMS INC
+$2.0M
22,672
+16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.9M
137,658
-0%
减持
VXUS
VANGUARD STAR FDS
-$1.8M
549,869
-5%
减持
—
LAM RESEARCH CORP
+$1.8M
21,774
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.8M
24,243
+13%
减持
SPY
SPDR S&P 500 ETF TR
+$1.7M
142,636
-2%
增持
KR
KROGER CO
+$1.7M
48,944
+293%
增持
IEFA
ISHARES TR
+$1.7M
1,853,168
+3%
增持
VOT
VANGUARD INDEX FDS
-$1.6M
414,438
+1%
增持
AGG
ISHARES TR
+$1.6M
91,226
+23%
增持
ALB
ALBEMARLE CORP
-$1.6M
49,224
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
1,023,723
+5%
减持
MGK
VANGUARD WORLD FD
-$1.6M
13,316
-34%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
48,252
+21%
减持
IWN
ISHARES TR
-$1.5M
99,772
-5%
清仓
—
LABORATORY CORP AMER HLDGS
-$1.5M
0
-100%
增持
AVGO
BROADCOM INC
+$1.3M
44,485
+2%
减持
QQQ
INVESCO QQQ TR
-$1.3M
31,608
-15%
减持
EFV
ISHARES TR
-$1.3M
183,963
-9%
增持
WMT
WALMART INC
+$1.3M
115,274
+6%
减持
AEE
AMEREN CORP
-$1.2M
79,540
-15%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.2M
53,668
+187%
减持
SPAB
SPDR SER TR
-$1.2M
517,341
-8%
清仓
CAL
CALERES INC
-$1.2M
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$1.1M
5,609
减持
EFG
ISHARES TR
-$1.1M
107,316
-8%
增持
SDY
SPDR SER TR
-$1.1M
348,402
+1%
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
66,024
-3%
增持
ESGU
ISHARES TR
+$1.1M
14,773
+143%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.0M
82,897
-0%
增持
SCHV
SCHWAB STRATEGIC TR
-$1.0M
1,018,008
+1%
减持
MCD
MCDONALDS CORP
-$977.5K
24,183
-5%
减持
EFX
EQUIFAX INC
-$971.4K
31,707
-2%
增持
SCHA
SCHWAB STRATEGIC TR
-$963.6K
690,673
+1%
增持
QCOM
QUALCOMM INC
+$953.5K
23,133
+7%
增持
BSV
VANGUARD BD INDEX FDS
+$950.0K
65,947
+23%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$915.4K
12,261
-0%
减持
AME
AMETEK INC
-$906.0K
55,428
-0%
增持
NFLX
NETFLIX INC
+$892.4K
5,416
+19%
增持
SCHF
SCHWAB STRATEGIC TR
-$886.9K
1,727,299
+0%
减持
IWS
ISHARES TR
-$880.2K
161,320
-1%
减持
IWP
ISHARES TR
-$865.8K
185,824
-1%
减持
SCZ
ISHARES TR
-$819.0K
479,306
-0%
减持
IWO
ISHARES TR
-$814.1K
87,568
-0%
增持
IWB
ISHARES TR
+$798.6K
60,769
+1%
减持
IJT
ISHARES TR
-$788.1K
190,994
-1%
减持
INTC
INTEL CORP
-$772.2K
54,162
-2%
建仓
GEV
GE VERNOVA INC
+$770.4K
4,492
增持
IJS
ISHARES TR
-$741.6K
155,149
+1%
增持
VIOV
VANGUARD ADMIRAL FDS INC
-$709.1K
167,016
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$667.4K
59,563
+5%
增持
BIL
SPDR SER TR
+$663.7K
9,743
+288%
减持
MGV
VANGUARD WORLD FD
-$661.0K
11,547
-32%
减持
MUB
ISHARES TR
-$648.7K
9,798
-38%
增持
VYM
VANGUARD WHITEHALL FDS
+$644.4K
332,975
+4%
减持
IJJ
ISHARES TR
-$638.7K
101,145
-1%
增持
AMGN
AMGEN INC
+$634.2K
12,370
+9%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$627.4K
15,072
-49%
减持
LLY
ELI LILLY & CO
-$621.1K
11,040
-19%
减持
IJK
ISHARES TR
-$618.5K
113,851
-2%
增持
VGT
VANGUARD WORLD FD
+$614.2K
9,938
+2%
增持
AMAT
APPLIED MATLS INC
+$611.6K
7,577
+33%
减持
PFE
PFIZER INC
-$608.6K
202,584
-10%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$586.9K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$569.1K
1,875
+182%
减持
ET
ENERGY TRANSFER L P
+$568.1K
1,310,421
-0%
减持
TSLA
TESLA INC
+$554.3K
26,983
-1%
增持
ORCL
ORACLE CORP
+$552.7K
25,132
+5%
增持
AMID
EA SERIES TRUST
-$549.0K
953,264
+4%
增持
VO
VANGUARD INDEX FDS
+$547.3K
526,535
+4%
增持
BAC
BANK AMERICA CORP
+$547.1K
211,418
+2%
清仓
—
PERFICIENT INC
-$531.8K
0
-100%
建仓
UNFI
UNITED NAT FOODS INC
+$527.6K
40,273
减持
PEP
PEPSICO INC
-$525.0K
50,156
-0%
增持
ESGD
ISHARES TR
+$524.7K
56,487
+15%
增持
NEE
NEXTERA ENERGY INC
+$524.3K
42,883
+9%
增持
SCHD
SCHWAB STRATEGIC TR
+$518.5K
114,871
+10%
建仓
PTF
INVESCO EXCHANGE TRADED FD T
+$491.5K
7,935
减持
CMCSA
COMCAST CORP NEW
-$480.3K
37,061
-17%
减持
—
EXXON MOBIL CORP
-$471.9K
137,722
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$464.5K
3,986
+28%
增持
IWD
ISHARES TR
-$462.8K
320,461
+2%
减持
GE
GE AEROSPACE
-$447.3K
13,354
-27%
增持
IGF
ISHARES TR
+$438.8K
438,798
+1%
减持
EMR
EMERSON ELEC CO
-$435.4K
128,856
-0%
增持
CBSH
COMMERCE BANCSHARES INC
+$434.4K
135,103
+1%
增持
NOBL
PROSHARES TR
+$431.2K
8,701
+118%
增持
CVX
CHEVRON CORP NEW
+$427.0K
36,795
+9%
减持
SLYV
SPDR SER TR
-$425.2K
40,314
-7%
增持
TGT
TARGET CORP
-$423.5K
15,548
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$422.3K
18,092
-3%
增持
TRGP
TARGA RES CORP
+$421.4K
23,922
+1%
减持
NKE
NIKE INC
-$412.1K
17,566
-5%
减持
SCHW
SCHWAB CHARLES CORP
-$409.7K
82,139
-8%
增持
CI
THE CIGNA GROUP
-$406.9K
12,786
+0%
增持
PRI
PRIMERICA INC
+$388.3K
3,056
+131%
减持
DVY
ISHARES TR
-$388.0K
88,231
-2%
增持
ESGE
ISHARES INC
+$384.7K
45,908
+28%
增持
KO
COCA COLA CO
+$384.7K
82,367
+4%
增持
VIOG
VANGUARD ADMIRAL FDS INC
-$382.6K
179,882
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$382.4K
1,244
-36%
增持
EFA
ISHARES TR
-$382.2K
318,941
+0%
清仓
BWA
BORGWARNER INC
-$381.5K
0
-100%
增持
ABBV
ABBVIE INC
-$379.0K
45,875
+1%
减持
SPYM
SPDR SER TR
+$373.9K
513,762
-3%
增持
OEF
ISHARES TR
+$371.3K
10,561
+8%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$355.5K
17,738
增持
USB
US BANCORP DEL
-$351.8K
112,726
+4%
减持
CVS
CVS HEALTH CORP
-$351.0K
13,226
-7%
清仓
VTIP
VANGUARD MALVERN FDS
-$340.8K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$339.4K
7,571
+15%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$337.8K
13,511
+54%
减持
CASS
CASS INFORMATION SYS INC
-$331.1K
39,064
-1%
减持
BND
VANGUARD BD INDEX FDS
-$328.6K
23,621
-16%
增持
VDC
VANGUARD WORLD FD
+$327.0K
7,613
+28%
