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
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 39
增持 64
减持 31
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$4.0M
136,500
+44%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$2.1M
111,925
+55%
增持
SYLD
CAMBRIA ETF TR
+$1.6M
45,314
+121%
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
BIL
SPDR SER TR
-$1.5M
30,498
-35%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
23,645
+11%
增持
TSLA
TESLA INC
-$1.1M
8,564
+4%
增持
SDY
SPDR SER TR
+$1.0M
72,529
+1%
清仓
—
ISHARES TR
-$939.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$857.9K
25,523
+186%
减持
AAPL
APPLE INC
-$843.6K
91,006
-1%
减持
BX
BLACKSTONE INC
-$730.1K
8,990
-46%
减持
JNJ
JOHNSON & JOHNSON
+$726.9K
60,481
-1%
增持
CALF
PACER FDS TR
+$716.3K
27,047
+243%
减持
USMV
ISHARES TR
+$624.5K
121,338
-1%
增持
MDYG
SPDR SER TR
+$620.8K
13,481
+213%
建仓
NEM
NEWMONT CORP
+$606.2K
12,843
增持
AMZN
AMAZON COM INC
-$599.5K
35,066
+12%
增持
SLYG
SPDR SER TR
+$592.8K
23,779
+44%
增持
CDC
VICTORY PORTFOLIOS II
+$561.8K
94,939
+6%
建仓
IGF
ISHARES TR
+$551.6K
12,033
增持
BAC
BANK AMERICA CORP
+$536.1K
34,060
+74%
增持
COWZ
PACER FDS TR
+$509.9K
35,435
+29%
减持
TDTT
FLEXSHARES TR
-$509.8K
75,350
-23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$485.0K
11,104
+1%
清仓
EFA
ISHARES TR
-$473.0K
0
-100%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$457.2K
64,898
+41%
清仓
VTEB
VANGUARD MUN BD FDS
-$450.0K
0
-100%
增持
GSLC
GOLDMAN SACHS ETF TR
+$449.2K
50,220
+6%
增持
—
EXXON MOBIL CORP
+$447.8K
18,973
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$426.5K
15,735
-27%
建仓
—
TE CONNECTIVITY LTD
+$409.2K
3,564
建仓
MA
MASTERCARD INCORPORATED
+$406.3K
1,168
增持
JPM
JPMORGAN CHASE & CO
+$384.4K
11,293
+4%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$376.0K
0
-100%
建仓
IWY
ISHARES TR
+$364.3K
3,023
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$345.1K
16,844
增持
VTV
VANGUARD INDEX FDS
+$340.0K
16,592
+3%
增持
—
VICTORY PORTFOLIOS II
+$336.1K
16,217
+60%
清仓
MUB
ISHARES TR
-$316.0K
0
-100%
减持
GDX
VANECK ETF TRUST
-$311.9K
31,965
-37%
减持
SHY
ISHARES TR
-$305.2K
12,268
-23%
建仓
—
JOHNSON CTLS INTL PLC
+$294.2K
4,597
增持
FCX
FREEPORT-MCMORAN INC
+$293.6K
24,279
+6%
增持
CVX
CHEVRON CORP NEW
+$293.5K
6,260
+8%
建仓
C
CITIGROUP INC
+$283.2K
6,260
建仓
SPDW
SPDR INDEX SHS FDS
+$279.2K
9,404
增持
BA
BOEING CO
+$277.5K
3,877
+2%
增持
CFO
VICTORY PORTFOLIOS II
+$276.1K
41,573
+12%
建仓
—
TOTALENERGIES SE
+$271.7K
4,377
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$271.1K
4,516
增持
XLE
SELECT SECTOR SPDR TR
+$270.5K
8,202
+32%
建仓
SPSB
SPDR SER TR
+$265.4K
9,035
建仓
SCHM
SCHWAB STRATEGIC TR
+$256.3K
3,906
减持
AXSM
AXSOME THERAPEUTICS INC
+$256.0K
8,000
-1%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$256.0K
0
-100%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$256.0K
0
-100%
建仓
—
SPDR SER TR
+$255.4K
3,107
建仓
DE
DEERE & CO
+$253.8K
592
建仓
ISRG
INTUITIVE SURGICAL INC
+$247.0K
931
清仓
BBEU
J P MORGAN EXCHANGE TRADED F
-$243.0K
0
-100%
建仓
TJX
TJX COS INC NEW
+$236.6K
2,972
清仓
EPP
ISHARES INC
-$235.0K
0
-100%
增持
PTNQ
PACER FDS TR
+$234.1K
22,873
+26%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$233.4K
2,561
建仓
XLU
SELECT SECTOR SPDR TR
+$231.1K
3,278
建仓
XYL
XYLEM INC
+$230.2K
2,082
增持
NVDA
NVIDIA CORPORATION
+$228.2K
7,337
+6%
建仓
GSK
GSK PLC
+$228.2K
6,494
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$227.5K
676
清仓
—
SHOCKWAVE MED INC
-$226.0K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$225.7K
10,759
建仓
WMT
WALMART INC
+$222.5K
1,569
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$221.5K
3,152
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$221.4K
10,359
清仓
VGT
VANGUARD WORLD FDS
-$221.0K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$220.1K
2,643
建仓
AMGN
AMGEN INC
+$218.4K
832
增持
XLV
SELECT SECTOR SPDR TR
+$217.4K
4,633
+36%
增持
CAT
CATERPILLAR INC
+$217.3K
2,773
+2%
清仓
BBCA
J P MORGAN EXCHANGE TRADED F
-$216.0K
0
-100%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$214.4K
11,329
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$213.1K
3,334
建仓
CBRE
CBRE GROUP INC
+$213.0K
2,768
增持
PG
PROCTER AND GAMBLE CO
+$212.8K
8,022
+1%
建仓
OLN
OLIN CORP
+$212.1K
4,007
建仓
SPMD
SPDR SER TR
+$211.9K
4,985
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$211.8K
5,792
建仓
DON
WISDOMTREE TR
+$211.3K
5,137
减持
VUG
VANGUARD INDEX FDS
-$209.1K
37,342
-2%
减持
ITOT
ISHARES TR
+$208.2K
60,957
-2%
清仓
SUB
ISHARES TR
-$207.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$206.6K
2,466
增持
QQQ
INVESCO QQQ TR
+$206.3K
8,913
+10%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$206.2K
5,290
清仓
SCHZ
SCHWAB STRATEGIC TR
-$206.0K
0
-100%
建仓
MOO
VANECK ETF TRUST
+$203.4K
2,369
清仓
SMH
VANECK ETF TRUST
-$203.0K
0
-100%
建仓
SLF
SUN LIFE FINANCIAL INC.
+$201.0K
4,331
增持
MSFT
MICROSOFT CORP
+$199.6K
21,331
+1%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$197.7K
290,489
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$196.3K
12,335
+2%
增持
ABBV
ABBVIE INC
+$195.2K
6,987
+0%
增持
V
VISA INC
+$188.0K
4,573
+7%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$176.3K
21,607
+13%
增持
LMT
LOCKHEED MARTIN CORP
+$174.5K
1,713
+0%
减持
SPYG
SPDR SER TR
-$168.4K
20,163
-15%
减持
PFF
ISHARES TR
-$165.0K
76,744
-3%
减持
MRK
MERCK & CO INC
+$162.5K
6,774
-1%
增持
ORCL
ORACLE CORP
+$161.3K
7,589
+1%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$158.1K
10,033
-32%
减持
IWF
ISHARES TR
-$157.9K
6,834
-11%
增持
XLF
SELECT SECTOR SPDR TR
+$157.5K
13,318
+36%
增持
KO
COCA COLA CO
+$157.3K
14,799
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$156.7K
6,932
+0%
增持
PFE
PFIZER INC
+$152.3K
17,999
+2%
减持
NFLX
NETFLIX INC
+$148.4K
2,694
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$144.0K
9,312
-1%
增持
SPTS
SPDR SER TR
+$139.3K
23,479
+26%
增持
VBR
VANGUARD INDEX FDS
+$135.4K
8,365
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$133.1K
24,925
+12%
减持
PTLC
PACER FDS TR
-$131.0K
66,179
-5%
减持
AVGO
BROADCOM INC
+$127.6K
1,131
-1%
减持
GLD
SPDR GOLD TR
+$125.4K
26,028
-6%
减持
VOO
VANGUARD INDEX FDS
-$123.4K
907
-33%
增持
—
TRITON INTL LTD
+$118.9K
8,213
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$116.8K
3,907
+21%
增持
PLD
PROLOGIS INC.
+$114.6K
9,009
+2%
增持
GILD
GILEAD SCIENCES INC
+$112.7K
4,003
+7%
减持
NOBL
PROSHARES TR
+$111.4K
23,562
-6%
增持
HD
HOME DEPOT INC
+$108.8K
2,108
+4%
增持
GSG
ISHARES S&P GSCI COMMODITY-
+$107.9K
129,857
+1%
减持
JKS
JINKOSOLAR HLDG CO LTD
-$107.1K
7,165
-1%
增持
MMM
3M CO
+$107.0K
3,753
+21%
减持
ESGU
ISHARES TR
-$105.3K
3,513
-31%
减持
VOE
VANGUARD INDEX FDS
+$101.4K
8,884
-2%
增持
LLY
LILLY ELI & CO
+$98.2K
2,179
+1%
增持
ROK
ROCKWELL AUTOMATION INC
+$98.1K
2,279
+0%
增持
FMB
FIRST TR EXCH TRADED FD III
+$97.5K
14,757
+12%
增持
EMR
EMERSON ELEC CO
+$96.7K
3,505
+7%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$95.8K
5,934
-3%
减持
ARKK
ARK ETF TR
-$95.8K
7,849
-13%
增持
BP
BP PLC
+$94.4K
12,607
+4%
增持
IWD
ISHARES TR
+$94.2K
5,277
+2%
清仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$91.0K
0
-100%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$90.8K
132,756
+0%
增持
KHC
KRAFT HEINZ CO
+$85.8K
9,599
+5%
减持
VO
VANGUARD INDEX FDS
-$84.8K
6,477
-13%
增持
AMAT
APPLIED MATLS INC
+$84.2K
4,890
+2%
增持
MCD
MCDONALDS CORP
+$83.8K
1,950
+5%
增持
CMI
CUMMINS INC
+$83.8K
2,150
+0%
