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Monument Capital Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Monument Capital Management

报告期 2026-03-31 · CIK 0001729428

持仓数

217

前50大市值合计

$256.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

MSFT MICROSOFT CORP

COM

$11.3M

30,529

4.4%

CAT CATERPILLAR INC

COM

$9.8M

13,806

3.8%

AAPL APPLE INC

COM

$8.5M

33,306

3.3%

ITOT ISHARES TR

CORE S&P TTL STK

$8.4M

58,982

3.3%

FIX COMFORT SYS USA INC

COM

$8.3M

6,032

3.2%

EME EMCOR GROUP INC

COM

$8.0M

10,874

3.1%

IWF ISHARES TR

RUS 1000 GRW ETF

$7.4M

17,282

2.9%

IWB ISHARES TR

RUS 1000 ETF

$7.1M

19,833

2.8%

IWS ISHARES TR

RUS MDCP VAL ETF

$6.7M

45,930

2.6%

WMT WALMART INC

COM

$6.5M

52,363

2.5%

GOOGL ALPHABET INC

CAP STK CL A

$6.2M

21,590

2.4%

UI UBIQUITI INC

COM

$5.9M

7,422

2.3%

IEZ ISHARES TR

US OIL EQ&SV ETF

$5.7M

196,934

2.2%

CASY CASEYS GEN STORES INC

COM

$5.6M

7,650

2.2%

FXR FIRST TR EXCHANGE-TRADED FD

INDLS PROD DUR

$5.2M

63,885

2.0%

QQQ INVESCO QQQ TR

UNIT SER 1

$5.2M

8,960

2.0%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$5.1M

46,033

2.0%

IGE ISHARES TR

NORTH AMERN NAT

$5.0M

79,801

2.0%

— ANGLOGOLD ASHANTI PLC

COM SHS

$5.0M

50,957

1.9%

EMB ISHARES TR

JPMORGAN USD EMG

$4.9M

52,620

1.9%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$4.9M

58,841

1.9%

MCK MCKESSON CORP

COM

$4.9M

5,609

1.9%

RL RALPH LAUREN CORP

CL A

$4.8M

14,047

1.9%

ITA ISHARES TR

US AER DEF ETF

$4.7M

21,667

1.9%

IEI ISHARES TR

3 7 YR TREAS BD

$4.6M

39,048

1.8%

MBB ISHARES TR

MBS ETF

$4.5M

47,809

1.8%

APH AMPHENOL CORP

CL A

$4.5M

35,840

1.8%

EWP ISHARES INC

MSCI SPAIN ETF

$4.5M

82,362

1.7%

TLT ISHARES TR

20 YR TR BD ETF

$4.5M

51,521

1.7%

EWO ISHARES INC

MSCI AUSTRIA ETF

$4.3M

122,287

1.7%

EIS ISHARES INC

MSCI ISRAEL ETF

$4.2M

36,071

1.6%

JNJ JOHNSON & JOHNSON

COM

$4.2M

17,109

1.6%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$4.1M

64,298

1.6%

CAH CARDINAL HEALTH INC

COM

$4.1M

19,428

1.6%

TPR TAPESTRY INC

COM

$4.0M

28,392

1.6%

EWI ISHARES INC

MSCI ITALY ETF

$4.0M

74,742

1.6%

GILD GILEAD SCIENCES INC

COM

$3.9M

27,946

1.5%

AMAT APPLIED MATLS INC

COM

$3.9M

11,341

1.5%

EWC ISHARES INC

MSCI CDA ETF

$3.9M

70,274

1.5%

MTZ MASTEC INC

COM

$3.7M

11,352

1.4%

JBL JABIL INC

COM

$3.6M

13,690

1.4%

MTG MGIC INVT CORP WIS

COM

$3.6M

137,258

1.4%

EXEL EXELIXIS INC

COM

$3.6M

82,857

1.4%

LRCX LAM RESEARCH CORP

COM NEW

$3.5M

16,549

1.4%

DELL DELL TECHNOLOGIES INC

CL C

$3.4M

20,996

1.3%

NVDA NVIDIA CORPORATION

COM

$3.4M

19,656

1.3%

JPM JPMORGAN CHASE & CO

COM

$3.4M

11,520

1.3%

— TRANE TECHNOLOGIES PLC

SHS

$3.3M

7,973

1.3%

HIG HARTFORD INSURANCE GROUP INC

COM

$3.2M

23,736

1.3%

PGR PROGRESSIVE CORP

COM

$3.2M

16,154

1.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

21%前 6 大占比

MSFT4.4%CAT3.8%AAPL3.3%ITOT3.3%FIX3.2%EME3.1%