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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 3
增持 95
减持 45
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$107.6M
3,006,863
-1%
增持
VUG
VANGUARD INDEX FDS
-$51.1M
8,485,080
+519%
增持
VTV
VANGUARD INDEX FDS
+$35.5M
3,371,516
+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
VO
VANGUARD INDEX FDS
+$30.0M
9,946,833
+322%
增持
SCHM
SCHWAB STRATEGIC TR
+$28.0M
11,267,842
+6%
增持
MSFT
MICROSOFT CORP
-$21.0M
192,208
+1%
增持
VOE
VANGUARD INDEX FDS
+$19.4M
1,090,118
+7%
增持
BIL
SPDR SERIES TRUST
+$18.0M
1,746,817
+12%
增持
IEFA
ISHARES TR
+$17.1M
2,684,302
+6%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$15.9M
2,778,927
-14%
增持
SCHV
SCHWAB STRATEGIC TR
+$14.7M
5,065,538
+7%
增持
IVW
ISHARES TR
-$11.1M
1,285,735
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$11.0M
10,948,174
-1%
增持
AAPL
APPLE INC
-$10.6M
709,322
+1%
增持
IVV
ISHARES TR
-$10.5M
550,875
+2%
增持
QLTY
GMO ETF TRUST
+$10.3M
420,927
+231%
减持
LRCX
LAM RESEARCH CORP
+$9.6M
282,997
-5%
增持
PULS
PGIM ETF TR
+$9.5M
490,072
+64%
增持
VBK
VANGUARD INDEX FDS
+$8.9M
536,196
+6%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$8.6M
258,983
+36%
增持
VBR
VANGUARD INDEX FDS
+$8.3M
495,314
+6%
增持
IGF
ISHARES TR
+$7.8M
1,030,968
+3%
增持
VTI
VANGUARD INDEX FDS
-$6.9M
529,490
+0%
减持
IEMG
ISHARES INC
+$6.9M
5,559,794
-2%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$6.7M
158,553
+54%
增持
IWD
ISHARES TR
+$6.6M
354,938
+8%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$6.2M
215,514
+25%
增持
SCHX
SCHWAB STRATEGIC TR
-$6.1M
37,368,877
+4%
减持
NVDA
NVIDIA CORPORATION
-$5.9M
322,200
-3%
减持
IJR
ISHARES TR
+$5.7M
1,468,209
-0%
减持
EFG
ISHARES TR
-$5.5M
440,596
-8%
增持
CBSH
COMMERCE BANCSHARES INC
+$5.1M
249,224
+82%
减持
—
EXXON MOBIL CORP
+$5.0M
147,586
-12%
增持
VXUS
VANGUARD STAR FDS
+$4.8M
775,668
+6%
增持
—
EATON CORP PLC
+$4.6M
21,272
+124%
增持
VV
VANGUARD INDEX FDS
-$4.6M
1,369,690
+4%
增持
IWF
ISHARES TR
-$4.3M
1,096,064
+328%
减持
FICO
FAIR ISAAC CORP
-$4.1M
6,528
-0%
增持
ET
ENERGY TRANSFER L P
+$3.9M
1,350,371
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.6M
4,579,118
+0%
清仓
INGR
INGREDION INC
-$3.6M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.5M
865,437
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.2M
2,025,667
+4%
增持
VOT
VANGUARD INDEX FDS
-$3.1M
717,522
+7%
增持
GOOGL
ALPHABET INC
-$3.0M
150,121
+2%
增持
JNJ
JOHNSON & JOHNSON
+$2.8M
68,043
+2%
增持
IJH
ISHARES TR
+$2.8M
1,725,321
+0%
增持
TSLA
TESLA INC
-$2.8M
38,735
+1%
增持
VB
VANGUARD INDEX FDS
+$2.8M
509,817
+1%
增持
AMZN
AMAZON COM INC
-$2.7M
187,653
+4%
减持
AMID
EA SERIES TRUST
-$2.7M
1,804,278
-0%
增持
DFGP
DIMENSIONAL ETF TRUST
+$2.7M
298,326
+20%
减持
LLY
ELI LILLY & CO
-$2.5M
14,676
-1%
增持
IWM
ISHARES TR
+$2.4M
237,086
+3%
增持
QLTI
GMO ETF TRUST
+$2.3M
142,262
+210%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.3M
332,863
+2%
减持
CVX
CHEVRON CORPORATION
+$2.3M
46,886
-4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$2.3M
384,829
+12%
增持
GOOG
ALPHABET INC
-$2.2M
104,631
+2%
增持
ALIL
EA SERIES TRUST
+$2.2M
566,064
+20%
增持
META
META PLATFORMS INC
-$2.1M
30,197
+3%
增持
SCZ
ISHARES TR
+$2.1M
469,189
+5%
减持
DFAU
DIMENSIONAL ETF TRUST
-$2.1M
897,061
-1%
建仓
DT
DYNATRACE INC
+$2.1M
56,043
减持
SPYM
SPDR SERIES TRUST
-$2.0M
422,644
-1%
增持
SGOV
ISHARES TR
+$2.0M
28,775
+213%
增持
CAT
CATERPILLAR INC
+$2.0M
11,636
+6%
增持
JPM
JPMORGAN CHASE & CO
-$1.9M
74,785
+1%
清仓
BRBR
BELLRING BRANDS INC
-$1.9M
0
-100%
增持
IJS
ISHARES TR
+$1.9M
174,677
+6%
减持
EFX
EQUIFAX INC
-$1.9M
44,535
-2%
减持
PG
PROCTER & GAMBLE CO
-$1.8M
95,117
-12%
减持
GE
GE AEROSPACE
-$1.8M
14,712
-24%
减持
ESE
ESCO TECHNOLOGIES INC
+$1.8M
22,041
-2%
增持
MRK
MERCK & CO INC
+$1.8M
63,052
+15%
增持
ORCL
ORACLE CORP
-$1.8M
41,092
+2%
增持
ABIG
EA SERIES TRUST
+$1.8M
1,106,816
+16%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$1.8M
74,277
增持
EFV
ISHARES TR
+$1.7M
213,989
+8%
增持
AEE
AMEREN CORP
+$1.7M
148,466
+2%
减持
COST
COSTCO WHOLESALE CORPORATION
+$1.7M
12,840
-0%
减持
WMT
WALMART INC
+$1.7M
142,875
-1%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.7M
106,620
+36%
减持
IWO
ISHARES TR
-$1.6M
79,892
-3%
增持
JAAA
JANUS DETROIT STR TR
+$1.6M
144,500
+29%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$1.6M
125,166
-1%
增持
VNQ
VANGUARD INDEX FDS
+$1.6M
452,995
+4%
增持
IJT
ISHARES TR
+$1.6M
232,555
+2%
清仓
VVX
V2X INC
-$1.5M
0
-100%
增持
V
VISA INC
-$1.5M
40,850
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
826,843
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.5M
27,950
+0%
减持
IWB
ISHARES TR
-$1.4M
76,990
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.4M
364,874
+2%
减持
URI
UNITED RENTALS INC
-$1.4M
13,688
-3%
增持
DIA
STATE STR SPDR DOW JONES IND
+$1.4M
17,673
+25%
减持
BAC
BANK AMERICA CORP
-$1.4M
215,244
-0%
减持
SDY
SPDR SERIES TRUST
+$1.4M
280,481
-1%
增持
APP
APPLOVIN CORP
-$1.3M
5,340
+5%
增持
PM
PHILIP MORRIS INTL INC
+$1.3M
29,413
+32%
增持
QQQ
INVESCO QQQ TR
+$1.2M
55,406
+11%
增持
TRGP
TARGA RES CORP
+$1.2M
17,975
+0%
减持
ADBE
ADOBE INC
-$1.1M
10,257
-1%
增持
CLOI
VANECK ETF TRUST
+$1.1M
251,767
+9%
减持
CNC
CENTENE CORP DEL
-$1.1M
80,514
-12%
增持
IVE
ISHARES TR
+$1.1M
370,632
+2%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.1M
1,914,788
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.1M
181,811
+0%
清仓
—
EA SERIES TRUST
-$1.0M
0
-100%
增持
ABT
ABBOTT LABORATORIES
-$1.0M
45,692
+0%
增持
DHR
DANAHER CORP DEL
-$1.0M
31,167
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.0M
49,423
+7%
减持
WFC
WELLS FARGO & CO
-$1.0M
41,989
-10%
增持
DFAC
DIMENSIONAL ETF TRUST
+$999.7K
411,286
+9%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$995.4K
0
-100%
减持
DVY
ISHARES TR
+$992.4K
104,112
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$990.3K
22,350
+5%
减持
—
ACCENTURE PLC IRELAND
-$981.4K
12,466
-3%
增持
VGT
VANGUARD WORLD FD
-$977.1K
108,498
+683%
增持
AVGO
BROADCOM INC
-$975.6K
53,059
+6%
清仓
CINF
CINCINNATI FINL CORP
-$969.3K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$942.5K
12,382
-1%
建仓
TCV
EA SERIES TRUST
+$927.4K
33,441
增持
GLD
SPDR GOLD TR
+$920.4K
13,325
+10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$875.8K
9,294
-1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$859.7K
3,099
+46%
减持
WMB
WILLIAMS COS INC
+$841.1K
67,773
-0%
增持
EBI
RBB FUND TRUST
+$836.8K
73,552
+22%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$831.3K
7,917
+18%
减持
VZ
VERIZON COMMUNICATIONS INC
+$823.2K
109,756
-5%
增持
MO
ALTRIA GROUP INC
+$804.2K
43,901
+21%
减持
KO
COCA COLA CO
-$800.4K
92,311
-17%
减持
EMXC
ISHARES INC
-$786.8K
50,352
-23%
增持
DBEF
DBX ETF TR
+$779.8K
65,402
+28%
减持
GIS
GENERAL MILLS INC
-$775.3K
7,049
-68%
增持
QCOM
QUALCOMM INC
-$773.5K
25,245
+7%
减持
ABBV
ABBVIE INC
-$765.7K
41,156
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$764.7K
12,561
-3%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$761.7K
0
-100%
增持
COWZ
PACER FDS TR
+$751.3K
93,653
+10%
增持
AGG
ISHARES TR
+$748.9K
153,917
+6%
增持
SCHH
SCHWAB STRATEGIC TR
+$740.8K
1,064,539
+0%
增持
IJK
ISHARES TR
+$740.5K
132,237
+2%
减持
RTX
RTX CORPORATION
-$733.3K
20,590
-20%
减持
BN
BROOKFIELD CORP
-$730.2K
131,853
-0%
减持
IWS
ISHARES TR
+$729.5K
177,514
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$727.3K
203,381
+5%
增持
FRMI
FERMI INC
+$726.1K
140,091
+1118%
减持
DFAE
DIMENSIONAL ETF TRUST
+$721.5K
627,078
-0%
增持
MGK
VANGUARD WORLD FD
-$719.1K
81,110
+401%
