小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 83
减持 49
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$179.4M
3,036,683
+8%
增持
BIL
SPDR SERIES TRUST
+$49.2M
1,554,738
+54%
增持
SCHX
SCHWAB STRATEGIC TR
+$48.1M
35,831,024
+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
VEA
VANGUARD TAX-MANAGED FDS
+$38.2M
11,055,006
+2%
增持
VO
VANGUARD INDEX FDS
+$33.0M
2,357,405
+6%
增持
VOE
VANGUARD INDEX FDS
+$26.7M
1,022,955
+15%
增持
SCHM
SCHWAB STRATEGIC TR
+$23.8M
10,669,428
+6%
增持
VTV
VANGUARD INDEX FDS
+$23.7M
3,277,770
+1%
增持
IEFA
ISHARES TR
+$20.7M
2,525,201
+7%
增持
IEMG
ISHARES INC
+$17.3M
5,666,498
+3%
增持
PULS
PGIM ETF TR
+$13.7M
298,056
+1269%
增持
VV
VANGUARD INDEX FDS
+$12.4M
1,314,815
+1%
减持
VTI
VANGUARD INDEX FDS
-$11.3M
527,290
-8%
减持
VUG
VANGUARD INDEX FDS
+$10.5M
1,370,951
-0%
增持
IVV
ISHARES TR
+$10.3M
540,665
+1%
减持
GOOGL
ALPHABET INC
+$8.9M
147,659
-4%
减持
LRCX
LAM RESEARCH CORP
+$8.8M
297,355
-5%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$8.2M
125,806
减持
ADM
ARCHER DANIELS MIDLAND CO
-$8.1M
3,237,596
-0%
增持
QQQ
INVESCO QQQ TR
+$7.9M
50,082
+31%
减持
BRBR
BELLRING BRANDS INC
-$7.4M
72,333
-72%
增持
SCHF
SCHWAB STRATEGIC TR
+$7.2M
4,563,437
+4%
建仓
TMLP
TORTOISE CAPITAL SERIES TRUS
+$6.6M
263,912
减持
GOOG
ALPHABET INC
+$6.5M
102,702
-3%
增持
ABIG
EA SERIES TRUST
+$6.1M
957,663
+23%
增持
MSFT
MICROSOFT CORP
-$5.7M
190,523
+1%
增持
VBR
VANGUARD INDEX FDS
+$5.5M
468,700
+4%
增持
VOT
VANGUARD INDEX FDS
+$5.2M
672,555
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$5.1M
175,049
+2%
增持
LLY
ELI LILLY & CO
+$4.9M
14,867
+3%
增持
VB
VANGUARD INDEX FDS
+$4.8M
506,835
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.6M
838,743
+24%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.5M
327,388
+9%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$4.0M
158,877
-8%
减持
ORCL
ORACLE CORP
-$3.9M
40,162
-4%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$3.7M
102,646
+45%
建仓
ITA
ISHARES TR
+$3.6M
16,578
增持
EFG
ISHARES TR
+$3.6M
478,795
+7%
减持
IYW
ISHARES TR
-$3.3M
8,628
-66%
增持
QLTY
GMO ETF TRUST
+$3.3M
127,267
+187%
减持
AAPL
APPLE INC
-$3.1M
701,224
-8%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$3.0M
190,079
+16%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$2.9M
172,656
+15%
增持
ALIL
EA SERIES TRUST
+$2.7M
469,940
+26%
减持
CNC
CENTENE CORP DEL
-$2.5M
91,361
-48%
增持
VBK
VANGUARD INDEX FDS
+$2.5M
506,845
+0%
增持
IJH
ISHARES TR
+$2.3M
1,722,738
+1%
减持
IWR
ISHARES TR
-$2.3M
109,452
-17%
增持
AMZN
AMAZON COM INC
+$2.2M
181,075
+0%
增持
EFV
ISHARES TR
+$2.1M
198,345
+12%
减持
EFX
EQUIFAX INC
-$2.1M
45,653
-2%
减持
IWD
ISHARES TR
+$2.1M
329,410
-0%
增持
DVY
ISHARES TR
+$2.0M
104,656
+17%
减持
IWF
ISHARES TR
-$2.0M
255,913
-3%
增持
AGG
ISHARES TR
+$2.0M
145,479
+16%
减持
SCHV
SCHWAB STRATEGIC TR
+$2.0M
4,721,385
-0%
增持
URI
UNITED RENTALS INC
-$1.8M
14,083
+2%
减持
VNQ
VANGUARD INDEX FDS
-$1.8M
436,406
-1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.8M
781,082
+11%
建仓
BOXX
EA SERIES TRUST
+$1.7M
15,000
增持
GLD
SPDR GOLD TR
+$1.6M
12,145
+36%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$1.6M
17,773
-41%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.6M
67,000
+10%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.6M
746,676
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.6M
357,314
+1%
增持
IGF
ISHARES TR
+$1.5M
998,145
+2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.5M
579,045
+3%
减持
VVX
V2X INC
-$1.5M
28,160
-46%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
803,244
+4%
减持
HD
HOME DEPOT INC
-$1.5M
21,745
-1%
增持
VXUS
VANGUARD STAR FDS
+$1.5M
729,541
+0%
增持
PM
PHILIP MORRIS INTL INC
+$1.4M
22,337
+67%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.4M
909,360
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
108,487
-2%
增持
IDV
ISHARES TR
+$1.3M
49,415
+199%
减持
ALB
ALBEMARLE CORP
+$1.3M
38,749
-24%
增持
SDY
SPDR SERIES TRUST
+$1.3M
284,161
+4%
增持
AVGO
BROADCOM INC
+$1.3M
50,269
+3%
减持
SCZ
ISHARES TR
-$1.3M
446,904
-5%
减持
JNJ
JOHNSON & JOHNSON
+$1.2M
66,667
-2%
减持
ET
ENERGY TRANSFER L P
-$1.2M
1,343,639
-1%
建仓
QLTI
GMO ETF TRUST
+$1.2M
45,891
建仓
DES
WISDOMTREE TR
+$1.2M
35,799
减持
FICO
FAIR ISAAC CORP
+$1.2M
6,539
-1%
增持
AMGN
AMGEN INC
+$1.1M
15,216
+11%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.1M
378,452
+5%
清仓
—
KELLANOVA
-$1.1M
0
-100%
增持
EFA
ISHARES TR
+$1.1M
375,515
+0%
减持
MDLZ
MONDELEZ INTL INC
-$1.1M
27,299
-33%
减持
SCHA
SCHWAB STRATEGIC TR
+$1.1M
1,955,282
-0%
减持
UPS
UNITED PARCEL SERVICE INC
+$1.1M
79,246
-3%
减持
IJR
ISHARES TR
+$1.0M
1,470,990
-1%
增持
DHR
DANAHER CORPORATION
+$1.0M
30,233
+1%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$995.4K
29,054
建仓
CINF
CINCINNATI FINL CORP
+$969.3K
5,935
建仓
PWV
INVESCO EXCHANGE TRADED FD T
+$960.5K
14,440
减持
COST
COSTCO WHSL CORP NEW
-$960.5K
12,849
-1%
增持
—
IREN LIMITED
-$954.5K
130,935
+4%
增持
AME
AMETEK INC
+$951.2K
52,755
+0%
减持
SCHH
SCHWAB STRATEGIC TR
-$941.5K
1,059,654
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$924.5K
9,395
+1%
建仓
SGOV
ISHARES TR
+$923.8K
9,203
增持
EMR
EMERSON ELEC CO
+$897.0K
144,353
+4%
增持
DFGP
DIMENSIONAL ETF TRUST
+$896.1K
248,717
+10%
减持
ABT
ABBOTT LABS
-$892.7K
45,659
-8%
减持
ESE
ESCO TECHNOLOGIES INC
-$880.9K
22,541
-10%
减持
TSLA
TESLA INC
-$875.9K
38,234
-6%
增持
AMID
EA SERIES TRUST
+$864.3K
1,809,956
+3%
增持
NFLX
NETFLIX INC
-$849.2K
55,824
+1000%
增持
DFAE
DIMENSIONAL ETF TRUST
+$827.0K
629,761
+1%
清仓
IWY
ISHARES TR
-$808.3K
0
-100%
增持
ITOT
ISHARES TR
+$804.4K
32,457
+18%
减持
SPYM
SPDR SERIES TRUST
-$802.8K
428,624
-5%
减持
FISV
FISERV INC
-$790.4K
5,301
-40%
增持
MGK
VANGUARD WORLD FD
+$789.6K
16,183
+11%
减持
IVE
ISHARES TR
+$785.3K
363,813
-2%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$782.9K
5,116
增持
SLV
ISHARES SILVER TR
+$777.2K
18,847
+83%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$776.7K
14,125
+9%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$773.0K
6,716
+22%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$761.7K
15,764
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$761.2K
46,335
-6%
增持
CSCO
CISCO SYS INC
+$752.7K
57,404
+7%
增持
CIFR
CIPHER MINING INC
+$731.8K
268,669
+5%
增持
IJJ
ISHARES TR
+$722.9K
104,605
+4%
增持
TG
TREDEGAR CORP
+$720.0K
129,869
+391%
减持
MRK
MERCK & CO INC
+$705.0K
55,005
-9%
减持
BX
BLACKSTONE INC
-$703.1K
14,266
-16%
增持
CBSH
COMMERCE BANCSHARES INC
-$695.9K
136,802
+4%
增持
IAU
ISHARES GOLD TR
+$670.3K
33,929
+18%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$658.1K
343,365
+26%
增持
AMD
ADVANCED MICRO DEVICES INC
+$648.8K
9,449
+11%
增持
FNDF
SCHWAB STRATEGIC TR
+$641.0K
78,534
+16%
减持
CAT
CATERPILLAR INC
+$628.6K
10,954
-7%
增持
CLS
CELESTICA INC
+$625.4K
9,615
+7%
增持
IWB
ISHARES TR
+$621.0K
77,364
+0%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$619.4K
19,070
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$611.8K
21,320
-4%
清仓
SCL
STEPAN CO
-$603.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$599.0K
74,317
+0%
减持
TRGP
TARGA RES CORP
-$595.0K
17,958
-23%
增持
DFAS
DIMENSIONAL ETF TRUST
+$577.2K
42,232
+22%
减持
BLK
BLACKROCK INC
-$574.3K
1,749
-17%
增持
C
CITIGROUP INC
+$569.5K
13,919
+34%
增持
AEE
AMEREN CORP
-$562.7K
146,163
+1%
清仓
SNAP
SNAP INC
-$558.9K
0
-100%
清仓
DINO
HF SINCLAIR CORP
-$552.4K
0
-100%
建仓
Q
QNITY ELECTRONICS INC
+$544.9K
6,674
减持
VZ
VERIZON COMMUNICATIONS INC
-$540.3K
115,065
-3%
增持
DFSV
DIMENSIONAL ETF TRUST
+$537.6K
194,562
+6%
