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MONECO Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MONECO Advisors, LLC
报告期 2026-03-31 · CIK 0001765690
持仓数
515
前50大市值合计
$767.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 20
增持 61
减持 38
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
20,893
+66%
增持
AAPL
APPLE INC
+$2.9M
90,178
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.0M
55,244
+74%
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。
减持
QSIG
WISDOMTREE TR
-$1.4M
31,264
-46%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$1.3M
31,957
+400%
建仓
SLYG
SPDR SER TR
+$1.3M
15,403
减持
ARKK
ARK ETF TR
-$1.1M
15,457
-23%
增持
AMAT
APPLIED MATLS INC
+$1.1M
10,435
+369%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.1M
0
-100%
建仓
SHY
ISHARES TR
+$1.1M
12,441
清仓
—
ISHARES TR
-$965.0K
0
-100%
建仓
FNX
FIRST TR MID CAP CORE ALPHAD
+$890.0K
9,265
增持
CDC
VICTORY PORTFOLIOS II
+$763.0K
64,008
+10%
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$648.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$604.0K
60,571
-1%
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$569.0K
9,387
建仓
XLF
SELECT SECTOR SPDR TR
+$546.0K
13,845
增持
IVV
ISHARES TR
+$543.0K
3,992
+38%
减持
VUG
VANGUARD INDEX FDS
-$542.0K
42,954
-2%
增持
META
META PLATFORMS INC
-$539.0K
6,209
+5%
清仓
—
OSI ETF TR
-$538.0K
0
-100%
增持
SDY
SPDR SER TR
+$536.0K
49,482
+2%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$506.0K
20,664
-32%
增持
MSFT
MICROSOFT CORP
+$491.0K
18,251
+3%
建仓
—
TRITON INTL LTD
+$489.0K
7,954
清仓
FXI
ISHARES TR
-$456.0K
0
-100%
清仓
SPSM
SPDR SER TR
-$455.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$450.0K
19,846
+3%
增持
F
FORD MTR CO DEL
+$424.0K
47,306
+30%
增持
SPYG
SPDR SER TR
+$409.0K
10,779
+135%
增持
GLD
SPDR GOLD TR
+$408.0K
23,331
+9%
增持
NFLX
NETFLIX INC
-$406.0K
2,604
+9%
清仓
SPMD
SPDR SER TR
-$405.0K
0
-100%
减持
GSIE
GOLDMAN SACHS ETF TR
-$405.0K
28,675
-29%
增持
PTLC
PACER FDS TR
+$401.0K
49,542
+22%
增持
BX
BLACKSTONE INC
+$391.0K
16,565
+5%
增持
FMB
FIRST TR EXCH TRADED FD III
+$377.0K
13,190
+110%
建仓
ARCC
ARES CAPITAL CORP
+$377.0K
17,062
清仓
—
SHOCKWAVE MED INC
-$352.0K
0
-100%
增持
CFO
VICTORY PORTFOLIOS II
+$343.0K
41,891
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$332.0K
10,232
-3%
减持
CVS
CVS HEALTH CORP
+$314.0K
13,733
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$306.0K
7,899
-41%
清仓
LQD
ISHARES TR
-$306.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$305.0K
6,507
+8%
增持
VOO
VANGUARD INDEX FDS
+$290.0K
1,572
+74%
减持
T
AT&T INC
-$272.0K
51,826
-9%
增持
TSLA
TESLA INC
+$270.0K
2,116
+2%
清仓
GOVT
ISHARES TR
-$267.0K
0
-100%
建仓
PTMC
PACER FDS TR
+$264.0K
7,630
减持
SHOP
SHOPIFY INC
-$257.0K
352
-12%
建仓
—
NEW YORK CMNTY BANCORP INC
+$256.0K
22,342
增持
AMZN
AMAZON COM INC
-$255.0K
1,322
+11%
清仓
XNIEX
VIRTUS ALLIANZGI EQUITY & CO
-$247.0K
0
-100%
减持
MUB
ISHARES TR
-$245.0K
5,547
-27%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$243.0K
8,559
增持
ON
ON SEMICONDUCTOR CORP
+$240.0K
12,773
+22%
清仓
IGSB
ISHARES TR
-$236.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$234.0K
0
-100%
增持
ALGN
ALIGN TECHNOLOGY INC
-$234.0K
1,743
+4%
清仓
TTEC
TTEC HLDGS INC
-$234.0K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$232.0K
2,615
清仓
PJT
PJT PARTNERS INC
-$229.0K
0
-100%
清仓
SQ
SQUARE INC
-$225.0K
0
-100%
建仓
—
OSI ETF TR
+$225.0K
5,062
清仓
—
APTIV PLC
-$224.0K
0
-100%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$224.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$223.0K
17,165
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$223.0K
5,570
+29%
清仓
TIP
ISHARES TR
-$222.0K
0
-100%
增持
IWM
ISHARES TR
-$222.0K
11,132
+1%
增持
—
TRANSAMERICA ETF TR
+$221.0K
38,019
+5%
减持
TDTT
FLEXSHARES TR
-$220.0K
83,572
-8%
清仓
ARKG
ARK ETF TR
-$219.0K
0
-100%
清仓
ICLN
ISHARES TR
-$217.0K
0
-100%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$216.0K
44,534
+20%
建仓
WFC
WELLS FARGO CO NEW
+$216.0K
3,910
清仓
—
ISHARES TR
-$216.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$215.0K
4,626
+16%
建仓
TJX
TJX COS INC NEW
+$214.0K
3,068
增持
VBK
VANGUARD INDEX FDS
-$209.0K
5,315
+0%
建仓
KR
KROGER CO
+$208.0K
4,600
清仓
GILD
GILEAD SCIENCES INC
-$208.0K
0
-100%
建仓
DE
DEERE & CO
+$208.0K
562
清仓
SBUX
STARBUCKS CORP
-$206.0K
0
-100%
清仓
CLX
CLOROX CO DEL
-$206.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$205.0K
9,611
+12%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$205.0K
998
清仓
IEI
ISHARES TR
-$204.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$203.0K
7,235
+3%
建仓
MA
MASTERCARD INCORPORATED
+$203.0K
520
增持
GOOG
ALPHABET INC
+$203.0K
455
+11%
清仓
VHT
VANGUARD WORLD FDS
-$202.0K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$201.0K
881
减持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$201.0K
97,963
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$201.0K
1,401
+13%
减持
ABBV
ABBVIE INC
+$197.0K
6,670
-3%
减持
KHC
KRAFT HEINZ CO
-$194.0K
15,636
-24%
清仓
—
BARRICK GOLD CORP
-$193.0K
0
-100%
减持
QCOM
QUALCOMM INC
+$191.0K
4,171
-3%
增持
GOOGL
ALPHABET INC
+$190.0K
654
+4%
增持
PFE
PFIZER INC
+$189.0K
14,612
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$186.0K
11,707
+7%
减持
GSLC
GOLDMAN SACHS ETF TR
+$170.0K
68,173
-0%
增持
DIS
DISNEY WALT CO
-$169.0K
7,485
+4%
增持
DVN
DEVON ENERGY CORP NEW
+$165.0K
7,392
+16%
减持
CWI
SPDR INDEX SHS FDS
-$162.0K
9,831
-36%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$161.0K
8,015
-41%
增持
VOT
VANGUARD INDEX FDS
-$160.0K
12,796
+2%
减持
—
MEDTRONIC PLC
-$159.0K
6,243
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$156.0K
21,776
+5%
增持
VOE
VANGUARD INDEX FDS
+$153.0K
9,778
+6%
清仓
—
CANOPY GROWTH CORP
-$151.0K
0
-100%
减持
IUSB
ISHARES TR
-$150.0K
4,456
-38%
减持
SCHG
SCHWAB STRATEGIC TR
-$147.0K
4,296
-18%
减持
HON
HONEYWELL INTL INC
-$144.0K
2,716
-13%
增持
KO
COCA COLA CO
+$140.0K
10,910
+8%
减持
SCHV
SCHWAB STRATEGIC TR
-$138.0K
6,367
-27%
建仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$134.0K
11,895
增持
COST
COSTCO WHSL CORP NEW
+$133.0K
1,459
+4%
减持
SCHM
SCHWAB STRATEGIC TR
-$128.0K
4,083
-27%
增持
IJH
ISHARES TR
+$127.0K
3,153
+19%
减持
—
ISHARES TR
-$124.0K
21,341
-17%
增持
SYLD
CAMBRIA ETF TR
+$124.0K
8,940
+22%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$120.0K
9,673
-12%
增持
PYPL
PAYPAL HLDGS INC
-$114.0K
3,695
+68%
清仓
—
FIRST TR / ABERDEEN GLOBAL O
-$114.0K
0
-100%
增持
LOW
LOWES COS INC
+$114.0K
2,969
+4%
增持
PTIN
PACER FDS TR
+$114.0K
13,281
+49%
增持
HD
HOME DEPOT INC
+$109.0K
1,887
+7%
增持
JPM
JPMORGAN CHASE & CO
-$106.0K
8,560
+2%
减持
—
LORDSTOWN MOTORS CORP
-$105.0K
12,095
-31%
增持
LMT
LOCKHEED MARTIN CORP
+$101.0K
1,645
+5%
减持
INTC
INTEL CORP
-$97.0K
17,058
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$93.0K
14,168
-5%
增持
PM
PHILIP MORRIS INTL INC
+$93.0K
9,071
+1%
减持
IWF
ISHARES TR
-$92.0K
7,086
-4%
清仓
—
NEOPHOTONICS CORP
-$91.0K
0
-100%
增持
V
VISA INC
+$91.0K
4,051
+7%
增持
GDX
VANECK ETF TRUST
+$90.0K
40,682
+5%
减持
SUB
ISHARES TR
-$89.0K
2,228
-26%
减持
IJK
ISHARES TR
-$88.0K
18,417
-2%
减持
QQQ
INVESCO QQQ TR
-$86.0K
6,085
-3%
增持
IJR
ISHARES TR
+$85.0K
5,878
+21%
减持
SCHR
SCHWAB STRATEGIC TR
-$84.0K
4,616
-23%
减持
UNP
UNION PAC CORP
-$82.0K
2,248
-30%
增持
BAC
BK OF AMERICA CORP
+$80.0K
14,396
+4%
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$79.0K
22,656
+103%
增持
MU
MICRON TECHNOLOGY INC
+$79.0K
4,446
+11%
减持
BA
BOEING CO
-$78.0K
4,355
-2%
