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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 81
减持 55
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$65.3M
25,610,568
+220%
增持
VTV
VANGUARD INDEX FDS
+$34.9M
1,584,817
+5%
增持
BIL
SPDR SER TR
+$34.7M
387,885
+3881%
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
+$30.6M
465,913
+7%
增持
IEMG
ISHARES INC
+$28.0M
5,350,147
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$25.4M
7,184,166
+222%
增持
VV
VANGUARD INDEX FDS
+$19.0M
1,039,824
+2%
增持
VUG
VANGUARD INDEX FDS
+$18.4M
758,597
+4%
增持
VO
VANGUARD INDEX FDS
+$17.7M
550,302
+5%
增持
VOE
VANGUARD INDEX FDS
+$16.5M
764,078
+3%
增持
IJR
ISHARES TR
+$16.1M
1,432,653
+1%
增持
AAPL
APPLE INC
+$15.6M
630,978
+1%
增持
VOO
VANGUARD INDEX FDS
+$15.1M
371,207
+3%
增持
VB
VANGUARD INDEX FDS
+$13.4M
499,935
+4%
增持
VBK
VANGUARD INDEX FDS
+$13.4M
469,044
+5%
增持
SCHV
SCHWAB STRATEGIC TR
+$13.3M
3,311,151
+225%
增持
PPG
PPG INDS INC
+$11.7M
98,196
+826%
增持
IEFA
ISHARES TR
+$11.4M
1,870,840
+1%
增持
VBR
VANGUARD INDEX FDS
+$11.2M
370,796
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.8M
145,069
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$9.5M
3,689,888
+114%
增持
VOT
VANGUARD INDEX FDS
+$9.3M
428,996
+4%
增持
BRBR
BELLRING BRANDS INC
+$8.8M
265,856
+107%
减持
POST
POST HLDGS INC
-$8.7M
4,692
-95%
增持
SCHE
SCHWAB STRATEGIC TR
+$8.0M
1,527,541
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$7.7M
148,675
+4%
增持
IGF
ISHARES TR
+$6.9M
512,733
+17%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.5M
4,859,051
+308%
增持
IWM
ISHARES TR
+$6.4M
304,344
+2%
增持
—
LAM RESEARCH CORP
-$6.0M
210,747
+868%
增持
AMID
EA SERIES TRUST
+$5.5M
1,027,016
+8%
减持
URI
UNITED RENTALS INC
-$5.5M
1,712
-84%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.5M
912,815
+5%
增持
ALB
ALBEMARLE CORP
+$5.5M
107,214
+118%
减持
VNQ
VANGUARD INDEX FDS
+$5.2M
484,888
-3%
减持
SDY
SPDR SER TR
+$5.0M
347,117
-0%
增持
IJH
ISHARES TR
+$4.8M
1,079,536
+1%
减持
IVE
ISHARES TR
+$4.5M
328,719
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.3M
1,039,890
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$4.1M
360,698
+487%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.7M
1,417,477
+105%
减持
MSFT
MICROSOFT CORP
-$3.6M
161,121
-1%
减持
IWD
ISHARES TR
+$3.5M
312,815
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.3M
851,876
-1%
增持
PG
PROCTER AND GAMBLE CO
+$3.3M
85,780
+22%
增持
EFA
ISHARES TR
+$3.1M
335,945
+5%
减持
EVRG
EVERGY INC
-$3.1M
46,940
-59%
减持
IVW
ISHARES TR
+$3.1M
1,219,810
-1%
增持
META
META PLATFORMS INC
+$2.7M
24,724
+9%
增持
IJT
ISHARES TR
+$2.7M
194,963
+2%
增持
IWP
ISHARES TR
+$2.7M
197,529
+6%
减持
SCHH
SCHWAB STRATEGIC TR
+$2.6M
1,100,916
-4%
减持
SCZ
ISHARES TR
+$2.5M
473,588
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.4M
402,109
+250%
增持
IWO
ISHARES TR
+$2.3M
89,073
+2%
建仓
INGR
INGREDION INC
+$2.3M
16,785
减持
ADM
ARCHER DANIELS MIDLAND CO
-$2.3M
3,203,535
-0%
减持
GOOG
ALPHABET INC
-$2.2M
103,714
-3%
建仓
EBC
EASTERN BANKSHARES INC
+$2.2M
131,630
减持
VTI
VANGUARD INDEX FDS
+$2.1M
344,146
-3%
增持
GOOGL
ALPHABET INC
-$2.0M
128,401
+0%
增持
WMT
WALMART INC
+$2.0M
120,863
+5%
增持
AGG
ISHARES TR
+$1.9M
106,403
+17%
减持
IWS
ISHARES TR
+$1.8M
161,262
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.7M
183,982
+28%
减持
TSLA
TESLA INC
+$1.7M
26,835
-1%
增持
AEE
AMEREN CORP
+$1.6M
82,818
+4%
减持
CNC
CENTENE CORP DEL
-$1.5M
174,658
-21%
增持
ABBV
ABBVIE INC
+$1.5M
47,497
+4%
增持
MCD
MCDONALDS CORP
+$1.3M
24,619
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
254,380
+6%
增持
IWR
ISHARES TR
+$1.3M
117,526
+5%
减持
VXUS
VANGUARD STAR FDS
+$1.3M
531,996
-3%
减持
BA
BOEING CO
-$1.3M
32,819
-5%
增持
KR
KROGER CO
+$1.3M
64,994
+33%
减持
AMZN
AMAZON COM INC
-$1.3M
171,414
-0%
增持
ORCL
ORACLE CORP
+$1.2M
28,155
+12%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
67,091
+2%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
23,189
-4%
减持
DVY
ISHARES TR
+$1.2M
87,987
-0%
建仓
—
TE CONNECTIVITY PLC
+$1.2M
7,914
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
12,084
+8%
清仓
—
TE CONNECTIVITY LTD
-$1.2M
0
-100%
减持
IWN
ISHARES TR
+$1.2M
98,020
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
12,215
-0%
增持
BOND
PIMCO ETF TR
+$1.1M
62,317
+18%
减持
IJS
ISHARES TR
+$1.1M
149,990
-3%
增持
BN
BROOKFIELD CORP
+$1.1M
89,233
+38%
增持
AVGO
BROADCOM INC
+$1.0M
47,322
+6%
减持
IJJ
ISHARES TR
+$1.0M
101,073
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$1.0M
77,677
-5%
清仓
RNST
RENASANT CORP
-$1.0M
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$989.3K
315,758
-5%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$970.8K
151,905
-1%
减持
HD
HOME DEPOT INC
+$958.6K
17,997
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$925.3K
19,943
-49%
减持
EMR
EMERSON ELEC CO
-$924.9K
121,331
-6%
增持
VGT
VANGUARD WORLD FD
+$920.0K
11,339
+14%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$893.4K
89,384
+0%
减持
QCOM
QUALCOMM INC
-$885.1K
21,891
-5%
减持
ICF
ISHARES TR
+$862.9K
111,522
-2%
建仓
JACK
JACK IN THE BOX INC
+$859.8K
18,475
减持
EFG
ISHARES TR
-$859.0K
94,004
-12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$819.1K
17,858
-1%
增持
EEM
ISHARES TR
+$794.7K
223,843
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$794.2K
60,900
+2%
增持
LOW
LOWES COS INC
+$792.6K
14,750
+2%
减持
IWB
ISHARES TR
+$768.7K
59,957
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$767.1K
8,967
+4%
减持
SPAB
SPDR SER TR
-$754.8K
467,685
-10%
增持
DFUV
DIMENSIONAL ETF TRUST
+$754.1K
85,885
+19%
建仓
IOT
SAMSARA INC
+$735.8K
15,291
增持
SF
STIFEL FINL CORP
+$726.7K
18,833
+52%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$705.1K
78,286
+2%
清仓
DJP
BARCLAYS BANK PLC
-$701.3K
0
-100%
减持
EFSC
ENTERPRISE FINL SVCS CORP
+$698.9K
79,570
-4%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$687.5K
12,595
+82%
减持
IWF
ISHARES TR
-$687.3K
259,415
-4%
增持
CAT
CATERPILLAR INC
+$676.3K
11,244
+1%
减持
SPEM
SPDR INDEX SHS FDS
-$646.5K
104,568
-21%
减持
KO
COCA COLA CO
+$645.5K
81,940
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$641.7K
47,713
-1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$641.4K
35,279
+39%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$640.5K
42,403
+15%
减持
MRK
MERCK & CO INC
-$612.9K
59,609
-0%
减持
DHR
DANAHER CORPORATION
+$605.1K
26,901
-2%
增持
—
DUPONT DE NEMOURS INC
+$593.6K
12,706
+90%
建仓
WHR
WHIRLPOOL CORP
+$592.2K
5,535
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$588.4K
7,026
增持
LOAN
MANHATTAN BRDG CAP INC
+$575.0K
126,031
+410%
减持
MUB
ISHARES TR
-$564.6K
4,413
-55%
减持
INTC
INTEL CORP
-$549.9K
48,059
-11%
增持
HCA
HCA HEALTHCARE INC
+$540.4K
4,358
+14%
减持
ET
ENERGY TRANSFER L P
-$536.2K
1,290,894
-1%
建仓
MOAT
VANECK ETF TRUST
+$524.8K
5,413
增持
SCHZ
SCHWAB STRATEGIC TR
+$515.8K
505,344
+100%
增持
ABT
ABBOTT LABS
+$513.4K
44,532
+1%
增持
IJK
ISHARES TR
+$513.3K
114,704
+1%
减持
NEE
NEXTERA ENERGY INC
+$512.2K
41,982
-2%
减持
EWJ
ISHARES INC
-$509.2K
7,285
-52%
建仓
—
IRIS ENERGY LTD
+$508.4K
60,236
增持
LMT
LOCKHEED MARTIN CORP
+$502.3K
3,677
+4%
减持
EFX
EQUIFAX INC
+$490.7K
27,831
-12%
减持
CBSH
COMMERCE BANCSHARES INC
+$485.7K
135,046
-0%
增持
GEV
GE VERNOVA INC
+$475.3K
4,886
+9%
减持
AMAT
APPLIED MATLS INC
-$473.5K
6,506
-14%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$470.6K
65,532
+13%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$463.3K
19,186
减持
TRGP
TARGA RES CORP
+$454.2K
23,883
-0%
建仓
MCO
MOODYS CORP
+$450.9K
950
