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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
$256.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 148 项
建仓 15
增持 65
减持 57
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
IJR
ISHARES TR
-$9.7M
20,894
-80%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.8M
76,938
+97%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$5.0M
349,233
+42%
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
SPY
SPDR S&P 500 ETF TR
+$4.3M
43,628
+30%
清仓
KMB
KIMBERLY-CLARK CORP
-$2.6M
0
-100%
建仓
PII
POLARIS INC
+$2.6M
21,499
清仓
—
L BRANDS INC
-$2.4M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$2.2M
67,108
+9%
建仓
BBWI
BATH & BODY WORKS INC
+$2.0M
32,487
增持
JNK
SPDR SER TR
+$981.0K
20,447
+79%
减持
AGG
ISHARES TR
-$912.0K
39,041
-17%
建仓
BIL
SPDR SER TR
+$909.0K
9,934
减持
EMB
ISHARES TR
-$827.0K
3,892
-65%
减持
PTBD
PACER FDS TR
-$670.0K
109,359
-17%
减持
PWR
QUANTA SVCS INC
+$668.0K
34,309
-4%
建仓
VSXY
VICTORIAS SECRET AND CO
+$574.0K
10,394
减持
AOS
SMITH A O CORP
-$547.0K
41,410
-3%
减持
PIE
INVESCO EXCH TRADED FD TR II
-$536.0K
143,430
-3%
增持
BAC
BK OF AMERICA CORP
+$509.0K
22,754
+105%
减持
IGSB
ISHARES TR
-$474.0K
44,282
-16%
减持
MUSA
MURPHY USA INC
+$462.0K
14,685
-2%
建仓
—
STATE AUTO FINL CORP
+$462.0K
9,069
建仓
DIS
DISNEY WALT CO
+$455.0K
2,691
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$452.0K
32,664
-17%
减持
SWK
STANLEY BLACK & DECKER INC
-$427.0K
12,967
-2%
减持
PHM
PULTE GROUP INC
-$404.0K
39,619
-3%
减持
LEG
LEGGETT & PLATT INC
-$404.0K
53,382
-1%
增持
WFC
WELLS FARGO CO NEW
+$401.0K
13,746
+163%
增持
UPS
UNITED PARCEL SERVICE INC
-$399.0K
17,699
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$387.0K
2,330
+160%
增持
NVDA
NVIDIA CORPORATION
-$384.0K
2,009
+101%
增持
LQD
ISHARES TR
+$383.0K
9,958
+42%
增持
JPM
JPMORGAN CHASE & CO
+$381.0K
4,850
+83%
减持
ITOT
ISHARES TR
-$358.0K
125,221
-2%
减持
SGI
TEMPUR SEALY INTL INC
+$356.0K
57,636
-3%
增持
CAT
CATERPILLAR INC
-$353.0K
17,559
+3%
清仓
SQ
SQUARE INC
-$353.0K
0
-100%
减持
GWW
GRAINGER W W INC
-$350.0K
6,414
-2%
增持
CAH
CARDINAL HEALTH INC
-$336.0K
45,716
+0%
减持
MMM
3M CO
-$332.0K
13,635
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$309.0K
6,221
-3%
减持
AMZN
AMAZON COM INC
-$286.0K
401
-14%
减持
EXPD
EXPEDITORS INTL WASH INC
-$279.0K
21,214
-4%
增持
MSFT
MICROSOFT CORP
+$273.0K
23,636
+0%
建仓
CSCO
CISCO SYS INC
+$255.0K
4,684
增持
TLT
ISHARES TR
+$250.0K
6,089
+40%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$240.0K
0
-100%
清仓
FBIN
FORTUNE BRANDS HOME & SEC IN
-$239.0K
0
-100%
减持
SHYG
ISHARES TR
-$239.0K
27,449
-15%
建仓
FCX
FREEPORT-MCMORAN INC
+$239.0K
7,343
清仓
TTD
THE TRADE DESK INC
-$236.0K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$233.0K
2,453
减持
SCI
SERVICE CORP INTL
+$230.0K
46,992
-3%
减持
TGT
TARGET CORP
-$230.0K
15,807
-1%
减持
LAD
LITHIA MTRS INC
-$221.0K
6,177
-3%
建仓
BX
BLACKSTONE INC
+$220.0K
1,890
清仓
TWLO
TWILIO INC
-$219.0K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$214.0K
1,665
建仓
WEC
WEC ENERGY GROUP INC
+$212.0K
2,404
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$212.0K
0
-100%
清仓
NEM
NEWMONT CORP
-$210.0K
0
-100%
建仓
MS
MORGAN STANLEY
+$210.0K
2,157
建仓
GE
GENERAL ELECTRIC CO
+$206.0K
1,999
建仓
SCHW
SCHWAB CHARLES CORP
+$205.0K
2,809
清仓
SPTS
SPDR SER TR
-$203.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$201.0K
0
-100%
增持
GOOG
ALPHABET INC
+$198.0K
254
+33%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$192.0K
44,021
-0%
减持
WSM
WILLIAMS SONOMA INC
+$187.0K
11,748
-1%
减持
BBY
BEST BUY INC
-$186.0K
17,758
-1%
减持
CL
COLGATE PALMOLIVE CO
-$183.0K
31,552
-0%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$172.0K
9,441
+2%
增持
GOOGL
ALPHABET INC
+$163.0K
268
+18%
增持
—
NEW YORK CMNTY BANCORP INC
+$157.0K
72,309
+3%
增持
HD
HOME DEPOT INC
+$157.0K
9,894
+2%
减持
ALGN
ALIGN TECHNOLOGY INC
-$154.0K
305
-48%
增持
C
CITIGROUP INC
+$145.0K
12,619
+21%
减持
GPC
GENUINE PARTS CO
-$144.0K
20,719
-1%
减持
BC
BRUNSWICK CORP
-$143.0K
22,503
-2%
减持
TIP
ISHARES TR
-$138.0K
5,297
-17%
减持
EVR
EVERCORE INC
-$136.0K
15,097
-1%
减持
AAPL
APPLE INC
-$126.0K
22,424
-7%
增持
SHY
ISHARES TR
+$123.0K
5,015
+40%
增持
PFE
PFIZER INC
+$119.0K
11,084
+21%
增持
OHI
OMEGA HEALTHCARE INVS INC
-$114.0K
22,184
+3%
减持
—
EATON CORP PLC
-$114.0K
23,755
-4%
减持
PFF
ISHARES TR
-$112.0K
20,751
-11%
减持
WM
WASTE MGMT INC DEL
+$110.0K
24,163
-3%
增持
NEE
NEXTERA ENERGY INC
+$108.0K
5,385
+25%
增持
—
SVB FINANCIAL GROUP
+$103.0K
490
+27%
增持
MCD
MCDONALDS CORP
+$102.0K
2,440
+16%
增持
PG
PROCTER AND GAMBLE CO
+$99.0K
17,962
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$99.0K
27,048
-2%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$95.0K
12,305
-0%
减持
DG
DOLLAR GEN CORP NEW
-$89.0K
10,026
-2%
减持
QCOM
QUALCOMM INC
-$89.0K
3,296
-8%
减持
EBAY
EBAY INC.
-$88.0K
35,656
-3%
减持
TFC
TRUIST FINL CORP
+$80.0K
40,676
-2%
增持
CVS
CVS HEALTH CORP
+$78.0K
34,917
+1%
增持
STAG
STAG INDL INC
+$61.0K
22,009
+3%
增持
JNJ
JOHNSON & JOHNSON
+$58.0K
3,251
+15%
增持
ARCC
ARES CAPITAL CORP
+$58.0K
46,507
+3%
增持
MRK
MERCK & CO INC
+$57.0K
4,865
+23%
减持
TROW
PRICE T ROWE GROUP INC
-$54.0K
16,276
-1%
增持
AMGN
AMGEN INC
-$53.0K
2,362
+4%
增持
COP
CONOCOPHILLIPS
+$52.0K
6,760
+1%
增持
AVGO
BROADCOM INC
+$51.0K
669
+16%
增持
IRM
IRON MTN INC NEW
+$50.0K
30,043
+1%
增持
EMR
EMERSON ELEC CO
-$49.0K
27,721
+0%
增持
CINF
CINCINNATI FINL CORP
-$46.0K
20,243
+0%
增持
CMCSA
COMCAST CORP NEW
+$45.0K
4,853
+23%
减持
VTI
VANGUARD INDEX FDS
-$45.0K
8,058
-2%
减持
NUE
NUCOR CORP
-$43.0K
43,713
-4%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$43.0K
5,302
-6%
增持
NFLX
NETFLIX INC
+$43.0K
456
+3%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$41.0K
8,746
-1%
增持
KO
COCA COLA CO
+$37.0K
12,560
+9%
增持
INTC
INTEL CORP
+$36.0K
7,728
+15%
减持
LPX
LOUISIANA PAC CORP
-$31.0K
39,333
-3%
减持
TSLA
TESLA INC
-$30.0K
793
-16%
减持
IEFA
ISHARES TR
-$29.0K
4,280
-8%
减持
PIZ
INVESCO EXCH TRADED FD TR II
-$29.0K
70,298
-2%
增持
PYPL
PAYPAL HLDGS INC
+$29.0K
1,223
+23%
减持
MTUM
ISHARES TR
+$28.0K
23,344
-1%
增持
USRT
ISHARES TR
+$27.0K
31,709
+1%
减持
JKHY
HENRY JACK & ASSOC INC
-$27.0K
13,688
-2%
增持
TSLX
SIXTH STREET SPECIALTY LENDN
+$24.0K
38,828
+3%
增持
GSBD
GOLDMAN SACHS BDC INC
-$24.0K
40,618
+3%
增持
ED
CONSOLIDATED EDISON INC
+$23.0K
3,932
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$19.0K
6,298
+10%
减持
DOV
DOVER CORP
-$18.0K
16,883
-4%
增持
DLR
DIGITAL RLTY TR INC
-$15.0K
5,949
+2%
减持
VTRS
VIATRIS INC
-$15.0K
15,871
-2%
增持
WMT
WALMART INC
-$15.0K
16,786
+1%
增持
LLY
LILLY ELI & CO
+$13.0K
2,117
+2%
增持
BXMT
BLACKSTONE MTG TR INC
-$12.0K
23,760
+3%
增持
O
REALTY INCOME CORP
-$11.0K
17,236
+2%
增持
BIZD
VANECK ETF TRUST
+$11.0K
105,843
+1%
增持
V
VISA INC
-$9.0K
1,373
+2%
增持
TCPC
BLACKROCK TCP CAPITAL CORP
+$7.0K
60,673
+3%
增持
MA
MASTERCARD INCORPORATED
-$5.0K
665
+3%
减持
—
TOPBUILD CORP
+$5.0K
12,130
-3%
增持
SBUX
STARBUCKS CORP
-$4.0K
2,710
+0%
增持
ABBV
ABBVIE INC
-$4.0K
10,221
+4%
增持
VOO
VANGUARD INDEX FDS
+$3.0K
1,690
+0%
增持
META
FACEBOOK INC
-$3.0K
1,614
+2%
增持
BOH
BANK HAWAII CORP
+$2.0K
11,013
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$0
735
+2%
