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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 7
增持 96
减持 42
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$30.7M
784,422
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$29.0M
26,239,480
+2%
建仓
LRCX
LAM RESEARCH CORP
+$19.7M
272,275
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
IGF
ISHARES TR
+$18.4M
886,372
+73%
清仓
—
LAM RESEARCH CORP
-$17.2M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$17.1M
395,201
+6%
增持
BIL
SPDR SER TR
+$14.0M
542,600
+40%
增持
VTV
VANGUARD INDEX FDS
+$13.8M
1,715,561
+8%
增持
AAPL
APPLE INC
+$13.3M
640,275
+1%
增持
VOT
VANGUARD INDEX FDS
+$13.1M
463,399
+8%
增持
IVV
ISHARES TR
+$10.8M
474,839
+2%
增持
VBK
VANGUARD INDEX FDS
+$10.6M
485,602
+4%
增持
IEMG
ISHARES INC
-$8.8M
5,713,007
+7%
增持
SCHM
SCHWAB STRATEGIC TR
+$8.3M
7,481,182
+4%
增持
AMZN
AMAZON COM INC
+$7.9M
181,709
+6%
减持
SCHG
SCHWAB STRATEGIC TR
+$7.3M
4,801,342
-1%
增持
IWF
ISHARES TR
+$6.8M
259,446
+0%
减持
VV
VANGUARD INDEX FDS
+$6.3M
1,038,570
-0%
增持
NVDA
NVIDIA CORPORATION
+$6.1M
275,403
+8%
增持
AMID
EA SERIES TRUST
+$5.9M
1,236,643
+20%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.9M
1,025,575
-1%
减持
SDY
SPDR SER TR
-$5.6M
330,990
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$5.5M
865,783
-5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.1M
845,635
-1%
增持
ET
ENERGY TRANSFER L P
+$5.0M
1,311,045
+2%
减持
VNQ
VANGUARD INDEX FDS
-$4.9M
474,857
-2%
增持
VTI
VANGUARD INDEX FDS
+$4.9M
353,235
+3%
增持
SCHF
SCHWAB STRATEGIC TR
-$4.6M
3,851,680
+4%
增持
GOOGL
ALPHABET INC
+$4.5M
136,508
+6%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$4.3M
207,289
+13%
增持
IEFA
ISHARES TR
-$4.1M
2,019,042
+8%
减持
SCZ
ISHARES TR
-$4.1M
460,339
-3%
增持
BRBR
BELLRING BRANDS INC
+$3.9M
266,321
+0%
增持
TSLA
TESLA INC
+$3.9M
27,052
+1%
增持
EFG
ISHARES TR
+$3.9M
144,681
+54%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$3.6M
44,644
+254%
减持
EFA
ISHARES TR
-$3.6M
324,216
-3%
增持
EFX
EQUIFAX INC
+$3.6M
46,065
+66%
增持
VO
VANGUARD INDEX FDS
+$3.5M
562,903
+2%
减持
IVW
ISHARES TR
+$3.5M
1,184,607
-3%
增持
AEE
AMEREN CORP
+$3.4M
118,945
+44%
增持
EMR
EMERSON ELEC CO
+$3.3M
133,472
+10%
增持
GOOG
ALPHABET INC
+$3.0M
106,560
+3%
增持
ESE
ESCO TECHNOLOGIES INC
+$2.9M
25,784
+511%
增持
VB
VANGUARD INDEX FDS
+$2.8M
505,282
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
150,336
+1%
减持
IVE
ISHARES TR
-$2.6M
325,880
-1%
增持
SCHE
SCHWAB STRATEGIC TR
-$2.5M
1,581,682
+4%
减持
AVGO
BROADCOM INC
+$2.4M
45,473
-4%
增持
VBR
VANGUARD INDEX FDS
+$2.3M
387,247
+4%
增持
ITW
ILLINOIS TOOL WKS INC
+$2.2M
17,959
+103%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.2M
22,459
-3%
增持
QQQ
INVESCO QQQ TR
+$2.2M
33,427
+9%
清仓
EBC
EASTERN BANKSHARES INC
-$2.2M
0
-100%
增持
IWP
ISHARES TR
+$2.1M
199,645
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$2.1M
62,350
+2%
增持
V
VISA INC
+$2.0M
37,549
+5%
增持
SCHH
SCHWAB STRATEGIC TR
-$1.9M
1,118,663
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.8M
44,979
+6%
减持
VVX
V2X INC
-$1.7M
77,629
-20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7M
56,994
+19%
增持
CNC
CENTENE CORP DEL
-$1.6M
190,028
+9%
建仓
BLK
BLACKROCK INC
+$1.5M
1,488
清仓
—
BLACKROCK INC
-$1.4M
0
-100%
增持
VGT
VANGUARD WORLD FD
+$1.4M
13,020
+15%
增持
IJR
ISHARES TR
+$1.4M
1,466,229
+2%
增持
WMT
WALMART INC
+$1.3M
122,604
+1%
减持
PPG
PPG INDS INC
-$1.3M
97,908
-0%
增持
OEF
ISHARES TR
+$1.2M
15,099
+34%
增持
IJH
ISHARES TR
+$1.2M
1,099,386
+2%
增持
BND
VANGUARD BD INDEX FDS
+$1.2M
43,237
+71%
减持
IJS
ISHARES TR
-$1.2M
137,695
-8%
减持
ABBV
ABBVIE INC
-$1.2M
46,121
-3%
减持
EFV
ISHARES TR
-$1.2M
157,368
-4%
增持
—
EXXON MOBIL CORP
+$1.1M
158,494
+17%
减持
AMGN
AMGEN INC
-$1.1M
11,828
-10%
增持
DHR
DANAHER CORPORATION
-$1.1M
27,809
+3%
减持
SPAB
SPDR SER TR
-$1.1M
445,532
-5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
23,249
+39%
建仓
APP
APPLOVIN CORP
+$1.1M
3,260
增持
BX
BLACKSTONE INC
+$1.0M
14,843
+50%
增持
EFSC
ENTERPRISE FINL SVCS CORP
+$1.0M
90,772
+14%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.0M
34,761
+84%
减持
NFLX
NETFLIX INC
+$1.0M
5,576
-0%
减持
KR
KROGER CO
-$1.0M
44,468
-32%
增持
IWD
ISHARES TR
-$973.5K
315,448
+1%
增持
JNJ
JOHNSON & JOHNSON
-$934.0K
68,723
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$932.6K
82,420
-1%
减持
ALB
ALBEMARLE CORP
-$929.5K
107,165
-0%
减持
EEM
ISHARES TR
-$911.9K
223,661
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$911.5K
8,910
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$903.9K
106,346
+43%
减持
IJT
ISHARES TR
-$899.7K
194,250
-0%
减持
SPEM
SPDR INDEX SHS FDS
-$897.1K
89,117
-15%
增持
BA
BOEING CO
+$893.2K
33,237
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$893.0K
51,304
+45%
增持
PEP
PEPSICO INC
-$892.5K
50,210
+0%
减持
IWN
ISHARES TR
-$891.7K
94,171
-4%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$889.0K
11,113
-9%
减持
CI
THE CIGNA GROUP
-$884.6K
11,977
-1%
增持
IWB
ISHARES TR
+$868.1K
61,206
+2%
增持
VOE
VANGUARD INDEX FDS
-$835.0K
786,783
+3%
建仓
SMH
VANECK ETF TRUST
+$821.9K
3,394
增持
SCHD
SCHWAB STRATEGIC TR
+$807.2K
444,265
+10%
增持
MSFT
MICROSOFT CORP
-$799.0K
162,589
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$790.5K
21,556
+21%
增持
CRM
SALESFORCE INC
+$776.1K
9,932
+7%
减持
BAC
BANK AMERICA CORP
+$749.2K
206,491
-2%
增持
MA
MASTERCARD INCORPORATED
+$745.0K
9,861
+9%
增持
NOW
SERVICENOW INC
+$716.3K
2,088
+25%
增持
CBSH
COMMERCE BANCSHARES INC
+$707.1K
140,088
+4%
减持
HCA
HCA HEALTHCARE INC
-$703.6K
3,557
-18%
减持
IJJ
ISHARES TR
-$686.8K
94,493
-7%
增持
LMT
LOCKHEED MARTIN CORP
+$682.8K
5,829
+59%
增持
DFIV
DIMENSIONAL ETF TRUST
+$680.1K
43,521
+92%
减持
SCHC
SCHWAB STRATEGIC TR
-$671.0K
154,249
-0%
减持
TGT
TARGET CORP
-$657.3K
15,459
-12%
减持
TRGP
TARGA RES CORP
+$653.0K
23,462
-2%
减持
PG
PROCTER AND GAMBLE CO
-$648.6K
84,750
-1%
增持
WMB
WILLIAMS COS INC
+$648.1K
65,253
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$638.9K
3,427,107
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$612.7K
1,435,140
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$612.6K
7,699
-12%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$598.3K
180,250
+4%
增持
GEV
GE VERNOVA INC
+$580.0K
5,551
+14%
增持
ICF
ISHARES TR
-$572.6K
112,476
+1%
增持
COST
COSTCO WHSL CORP NEW
+$570.8K
12,315
+2%
增持
VIOG
VANGUARD ADMIRAL FDS INC
-$549.4K
180,525
+0%
减持
LOAN
MANHATTAN BRDG CAP INC
-$546.3K
27,793
-78%
增持
GS
GOLDMAN SACHS GROUP INC
+$538.0K
3,454
+19%
增持
MRK
MERCK & CO INC
-$537.2K
62,645
+5%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$532.4K
22,018
+1%
建仓
WINN
HARBOR ETF TRUST
+$528.2K
19,412
减持
USHY
ISHARES TR
-$522.8K
80,164
-13%
增持
PFE
PFIZER INC
+$508.6K
231,512
+19%
增持
MRVL
MARVELL TECHNOLOGY INC
+$502.6K
10,876
+12%
增持
RTX
RTX CORPORATION
+$501.1K
22,302
+30%
减持
IDXX
IDEXX LABS INC
-$500.1K
5,267
-1%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$497.6K
6,100
增持
—
EATON CORP PLC
+$497.1K
8,794
+20%
增持
VXUS
VANGUARD STAR FDS
-$484.4K
576,226
+8%
清仓
—
SUPER MICRO COMPUTER INC
-$481.8K
0
-100%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$466.7K
7,813
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$463.3K
0
-100%
增持
AME
AMETEK INC
+$448.7K
52,464
+0%
增持
HD
HOME DEPOT INC
+$444.8K
19,890
+11%
增持
IWM
ISHARES TR
+$438.0K
306,230
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$435.5K
42,749
+12%
增持
AMP
AMERIPRISE FINL INC
+$435.5K
1,778
+64%
增持
MO
ALTRIA GROUP INC
+$433.8K
27,296
+40%
