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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 5
增持 118
减持 27
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$116.1M
32,970,303
+6%
增持
VV
VANGUARD INDEX FDS
+$83.5M
1,282,119
+17%
增持
VUG
VANGUARD INDEX FDS
+$81.1M
869,661
+7%
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
+$49.0M
527,554
+6%
增持
VOT
VANGUARD INDEX FDS
+$48.1M
597,195
+20%
增持
VO
VANGUARD INDEX FDS
+$45.1M
765,000
+17%
增持
VOO
VANGUARD INDEX FDS
+$37.5M
437,487
+7%
增持
IJH
ISHARES TR
+$36.5M
1,643,920
+47%
增持
SCHG
SCHWAB STRATEGIC TR
+$35.4M
5,757,249
+9%
增持
SCHM
SCHWAB STRATEGIC TR
+$33.2M
9,465,593
+7%
增持
MSFT
MICROSOFT CORP
+$27.8M
181,794
+9%
增持
EFG
ISHARES TR
+$25.9M
379,673
+129%
增持
IEFA
ISHARES TR
+$25.4M
2,139,118
+6%
增持
SCHV
SCHWAB STRATEGIC TR
+$23.8M
4,544,933
+18%
增持
IVW
ISHARES TR
+$23.1M
1,263,378
+1%
减持
IEMG
ISHARES INC
+$20.1M
5,497,255
-4%
增持
NVDA
NVIDIA CORPORATION
+$20.0M
299,654
+19%
增持
VTI
VANGUARD INDEX FDS
+$19.9M
503,853
+4%
增持
IWF
ISHARES TR
+$18.6M
270,073
+2%
建仓
ABIG
EA SERIES TRUST
+$17.4M
581,188
增持
ADM
ARCHER DANIELS MIDLAND CO
+$15.6M
3,274,605
+0%
增持
VBK
VANGUARD INDEX FDS
+$15.6M
502,158
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$14.9M
4,410,971
+6%
减持
VIOG
VANGUARD ADMIRAL FDS INC
-$14.9M
39,103
-78%
增持
SPY
SPDR S&P 500 ETF TR
+$13.9M
159,852
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$13.0M
1,909,449
+27%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$12.4M
20,708
-88%
增持
VBR
VANGUARD INDEX FDS
+$12.3M
437,040
+12%
增持
VOE
VANGUARD INDEX FDS
+$11.3M
873,129
+6%
增持
BIL
SPDR SERIES TRUST
+$11.0M
737,034
+19%
增持
AMID
EA SERIES TRUST
+$10.2M
1,627,459
+17%
增持
VB
VANGUARD INDEX FDS
+$9.8M
477,756
+2%
增持
VTV
VANGUARD INDEX FDS
+$9.8M
1,801,405
+1%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$9.4M
128,829
+160%
增持
IJR
ISHARES TR
+$9.4M
1,461,545
+2%
减持
VYM
VANGUARD WHITEHALL FDS
-$8.6M
264,309
-22%
增持
IWP
ISHARES TR
+$8.6M
236,698
+15%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.6M
1,083,431
+4%
建仓
ALIL
EA SERIES TRUST
+$8.3M
296,397
增持
AAPL
APPLE INC
+$8.1M
718,068
+15%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$7.3M
158,217
+74%
增持
AMZN
AMAZON COM INC
+$7.1M
183,490
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.1M
150,080
-0%
增持
SCHE
SCHWAB STRATEGIC TR
+$6.6M
1,768,550
+4%
增持
IGF
ISHARES TR
+$6.5M
936,480
+5%
减持
SDY
SPDR SERIES TRUST
-$6.4M
278,925
-15%
减持
LRCX
LAM RESEARCH CORP
+$6.4M
266,621
-1%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$5.9M
60,790
+1064%
增持
JPM
JPMORGAN CHASE & CO.
+$5.6M
73,131
+15%
增持
META
META PLATFORMS INC
+$5.6M
26,924
+9%
增持
AVGO
BROADCOM INC
+$5.4M
47,176
+4%
减持
BRBR
BELLRING BRANDS INC
-$5.3M
249,458
-6%
增持
TSLA
TESLA INC
+$5.0M
62,697
+103%
增持
GOOGL
ALPHABET INC
+$5.0M
148,720
+8%
增持
IJT
ISHARES TR
+$4.9M
220,049
+13%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.9M
681,756
+1%
减持
VXUS
VANGUARD STAR FDS
+$4.7M
716,214
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$4.5M
256,322
+8%
增持
IWM
ISHARES TR
+$4.3M
231,039
+1%
减持
SCZ
ISHARES TR
+$4.1M
470,679
-1%
增持
QQQ
INVESCO QQQ TR
+$4.1M
36,565
+6%
增持
IWB
ISHARES TR
+$4.0M
77,307
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$3.9M
21,268
+6%
增持
EMR
EMERSON ELEC CO
+$3.7M
137,654
+3%
增持
IVE
ISHARES TR
+$3.1M
358,694
+2%
增持
IWD
ISHARES TR
+$3.1M
330,078
+2%
增持
VXF
VANGUARD INDEX FDS
+$3.0M
29,831
+85%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.9M
50,021
+8%
增持
EFA
ISHARES TR
+$2.8M
336,039
+1%
增持
EFV
ISHARES TR
+$2.8M
186,388
+22%
减持
SPYM
SPDR SERIES TRUST
+$2.8M
466,838
-1%
增持
WMT
WALMART INC
+$2.6M
154,178
+9%
增持
MRSH
MARSH & MCLENNAN COS INC
+$2.6M
21,571
+145%
减持
INGR
INGREDION INC
-$2.5M
7,147
-73%
增持
IWS
ISHARES TR
+$2.4M
180,420
+6%
增持
—
ACCENTURE PLC IRELAND
+$2.4M
13,546
+157%
增持
ORCL
ORACLE CORP
+$2.4M
30,087
+0%
减持
TXN
TEXAS INSTRS INC
-$2.3M
2,753
-91%
增持
NFLX
NETFLIX INC
+$2.3M
5,560
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.3M
160,175
+1%
增持
AEE
AMEREN CORP
+$2.3M
149,549
+24%
增持
GE
GE AEROSPACE
+$2.2M
19,162
+42%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
28,969
+13%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.1M
44,213
+51%
减持
VNQ
VANGUARD INDEX FDS
-$2.1M
446,208
-3%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$2.1M
39,584
+150%
增持
BAC
BANK AMERICA CORP
+$2.0M
227,085
+8%
增持
GEV
GE VERNOVA INC
+$2.0M
6,437
+36%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.0M
51
+4%
增持
VGT
VANGUARD WORLD FD
+$1.9M
13,037
+5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.9M
748,688
-13%
增持
URI
UNITED RENTALS INC
+$1.8M
13,876
+1%
减持
CNC
CENTENE CORP DEL
-$1.7M
183,068
-5%
增持
KO
COCA COLA CO
+$1.7M
110,291
+29%
增持
IJK
ISHARES TR
+$1.7M
124,435
+7%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.6M
179,694
+7%
减持
ACWX
ISHARES TR
-$1.6M
22,458
-59%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.6M
392,406
+9%
减持
GOOG
ALPHABET INC
+$1.5M
101,541
-4%
增持
WFC
WELLS FARGO CO NEW
+$1.5M
45,498
+52%
减持
IWO
ISHARES TR
+$1.4M
80,669
-5%
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
95,965
+17%
增持
IJS
ISHARES TR
+$1.3M
159,133
+7%
增持
EEM
ISHARES TR
+$1.2M
229,988
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
4,470
+23%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.2M
76,881
+0%
减持
IWN
ISHARES TR
-$1.1M
81,140
-12%
增持
IWR
ISHARES TR
+$1.1M
126,873
+2%
增持
APH
AMPHENOL CORP NEW
+$1.1M
28,119
+8%
增持
COST
COSTCO WHSL CORP NEW
+$1.0M
13,198
+4%
增持
IJJ
ISHARES TR
+$1.0M
99,828
+5%
减持
SCHW
SCHWAB CHARLES CORP
-$1.0M
34,943
-35%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$995.2K
21,937
+48%
建仓
LAW
CS DISCO INC
+$987.7K
226,011
增持
—
IREN LIMITED
+$977.7K
94,378
+45%
增持
MGC
VANGUARD WORLD FD
+$961.7K
34,506
+2%
增持
PRI
PRIMERICA INC
+$957.7K
6,604
+121%
增持
RTX
RTX CORPORATION
+$951.2K
24,030
+24%
增持
BUSE
FIRST BUSEY CORP
+$943.8K
81,842
+90%
增持
MA
MASTERCARD INCORPORATED
+$943.2K
12,029
+13%
增持
SNAP
SNAP INC
+$926.5K
315,649
+51%
增持
SCHZ
SCHWAB STRATEGIC TR
+$912.8K
589,597
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$892.9K
28,217
+221%
增持
ABBV
ABBVIE INC
-$878.2K
43,410
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$864.0K
11,110
+18%
减持
OKE
ONEOK INC NEW
-$838.4K
43,390
-2%
增持
WING
WINGSTOP INC
+$831.6K
6,789
+5%
减持
MRK
MERCK & CO INC
-$827.2K
58,820
-4%
增持
—
EATON CORP PLC
+$820.3K
8,945
+2%
增持
NOW
SERVICENOW INC
+$808.5K
2,226
+20%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$806.3K
3,514
+26%
增持
DIS
DISNEY WALT CO
+$804.3K
28,001
+4%
增持
HD
HOME DEPOT INC
+$798.5K
20,151
+12%
增持
CLS
CELESTICA INC
+$792.9K
8,775
+20%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$751.4K
43,369
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$750.3K
81,855
-0%
增持
PEP
PEPSICO INC
-$735.6K
49,622
+2%
建仓
HUBS
HUBSPOT INC
+$719.7K
1,293
建仓
TM
TOYOTA MOTOR CORP
+$715.7K
4,155
增持
ORLY
OREILLY AUTOMOTIVE INC
-$707.7K
172,768
+1420%
减持
MGK
VANGUARD WORLD FD
+$705.6K
13,120
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$702.0K
62,543
+0%
增持
CAT
CATERPILLAR INC
+$699.6K
11,099
+1%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$698.8K
7,173
+95%
减持
SCHD
SCHWAB STRATEGIC TR
-$685.0K
464,941
-0%
增持
ET
ENERGY TRANSFER L P
+$682.3K
1,364,002
+5%
增持
SPYG
SPDR SERIES TRUST
+$682.2K
26,046
+16%
增持
ACWI
ISHARES TR
+$681.1K
23,658
+17%
增持
T
AT&T INC
+$652.9K
91,721
+30%
增持
JNJ
JOHNSON & JOHNSON
-$634.3K
65,525
+2%
