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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 63
增持 63
减持 17
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.8M
94,854
+4%
建仓
IBDT
ISHARES TR
+$2.5M
101,762
增持
SCHD
SCHWAB STRATEGIC TR
+$2.2M
171,073
+25%
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。
建仓
SCHX
SCHWAB STRATEGIC TR
+$2.1M
43,411
建仓
—
ISHARES TR
+$2.0M
83,201
增持
MSFT
MICROSOFT CORP
+$2.0M
24,758
+16%
建仓
SPAB
SPDR SER TR
+$1.9M
73,084
建仓
BND
VANGUARD BD INDEX FDS
+$1.7M
23,177
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.7M
23,634
+92%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
45,710
+361%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$1.4M
142,193
+27%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
8,019
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
3,820
+196%
增持
SPSB
SPDR SER TR
+$1.1M
45,814
+407%
建仓
—
ISHARES TR
+$1.0M
42,467
减持
VUG
VANGUARD INDEX FDS
+$1.0M
36,011
-4%
减持
SPYM
SPDR SER TR
-$1.0M
15,082
-61%
建仓
IBDR
ISHARES TR
+$989.8K
41,710
建仓
IBDS
ISHARES TR
+$952.1K
39,972
增持
JNJ
JOHNSON & JOHNSON
-$928.5K
62,938
+4%
增持
TSLA
TESLA INC
+$815.5K
9,016
+5%
建仓
ISCV
ISHARES TR
+$738.0K
14,146
增持
AMZN
AMAZON COM INC
+$729.1K
35,576
+1%
清仓
SPTS
SPDR SER TR
-$678.3K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$619.3K
23,600
-0%
增持
META
META PLATFORMS INC
+$579.8K
6,163
+2%
增持
QQQ
INVESCO QQQ TR
+$569.4K
9,170
+3%
建仓
MBB
ISHARES TR
+$564.7K
5,961
增持
PTNQ
PACER FDS TR
+$563.0K
30,772
+35%
建仓
IDV
ISHARES TR
+$557.6K
20,283
建仓
BILS
SPDR SER TR
+$549.3K
5,514
增持
SYLD
CAMBRIA ETF TR
+$521.4K
54,667
+21%
建仓
HYLB
DBX ETF TR
+$501.3K
14,426
增持
GOOGL
ALPHABET INC
+$501.1K
20,765
+11%
建仓
SCHA
SCHWAB STRATEGIC TR
+$492.2K
11,739
增持
SLYG
SPDR SER TR
+$491.9K
29,961
+26%
建仓
SUSC
ISHARES TR
+$475.5K
20,660
建仓
EFG
ISHARES TR
+$470.3K
5,021
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$467.2K
16,667
+215%
增持
GSLC
GOLDMAN SACHS ETF TR
+$465.7K
52,806
+5%
建仓
MDYV
SPDR SER TR
+$445.6K
6,744
增持
COST
COSTCO WHSL CORP NEW
+$443.2K
2,494
+43%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$425.6K
1,280
增持
NEE
NEXTERA ENERGY INC
+$422.0K
11,675
+104%
增持
IWY
ISHARES TR
+$415.8K
5,615
+86%
建仓
DGRO
ISHARES TR
+$414.1K
8,283
建仓
SCZ
ISHARES TR
+$403.8K
6,785
建仓
ITW
ILLINOIS TOOL WKS INC
+$387.6K
1,592
建仓
VTIP
VANGUARD MALVERN FDS
+$382.8K
8,004
建仓
IBDW
ISHARES TR
+$372.9K
18,067
建仓
UPS
UNITED PARCEL SERVICE INC
+$368.3K
1,899
增持
PEP
PEPSICO INC
+$367.3K
5,089
+64%
增持
GLD
SPDR GOLD TR
+$365.2K
26,092
+0%
增持
V
VISA INC
+$364.2K
5,829
+27%
增持
CSCO
CISCO SYS INC
+$360.0K
30,147
+18%
减持
BIL
SPDR SER TR
-$353.4K
26,534
-13%
建仓
ADI
ANALOG DEVICES INC
+$349.8K
1,773
建仓
NKE
NIKE INC
+$347.0K
2,829
建仓
—
COLUMBIA ETF TR I
+$340.3K
9,040
增持
MRK
MERCK & CO INC
+$326.9K
10,137
+50%
增持
ABBV
ABBVIE INC
+$326.5K
9,134
+31%
增持
MCD
MCDONALDS CORP
+$311.6K
2,952
+51%
建仓
DG
DOLLAR GEN CORP NEW
+$308.3K
1,465
增持
ON
ON SEMICONDUCTOR CORP
+$304.5K
14,817
+1%
增持
DIS
DISNEY WALT CO
+$302.9K
11,751
+17%
增持
CALF
PACER FDS TR
+$297.2K
33,355
+23%
建仓
EEMV
ISHARES INC
+$293.8K
5,385
增持
COWZ
PACER FDS TR
+$292.1K
41,128
+16%
建仓
CTAS
CINTAS CORP
+$291.0K
629
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$290.7K
190
建仓
ESGD
ISHARES TR
+$287.3K
4,000
减持
ALGN
ALIGN TECHNOLOGY INC
+$286.0K
2,336
-0%
增持
SPYG
SPDR SER TR
+$285.2K
23,606
+17%
建仓
XJR
ISHARES TR
+$284.4K
8,387
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$281.5K
13,883
建仓
AAP
ADVANCE AUTO PARTS INC
+$274.8K
2,260
减持
MDYG
SPDR SER TR
-$272.9K
8,882
-34%
减持
SHY
ISHARES TR
-$272.8K
8,799
-28%
建仓
SJM
SMUCKER J M CO
+$272.4K
1,731
增持
HD
HOME DEPOT INC
+$270.3K
3,172
+50%
建仓
FDX
FEDEX CORP
+$265.4K
1,162
建仓
VWOB
VANGUARD WHITEHALL FDS
+$262.1K
4,206
增持
—
ACCENTURE PLC IRELAND
+$258.0K
1,693
+100%
建仓
AXP
AMERICAN EXPRESS CO
+$254.7K
1,544
建仓
ISCF
ISHARES TR
+$251.4K
8,089
建仓
EMLC
VANECK ETF TRUST
+$250.5K
9,919
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$246.6K
0
-100%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$246.1K
4,536
建仓
DOW
DOW INC
+$245.1K
4,471
建仓
GS
GOLDMAN SACHS GROUP INC
+$240.7K
736
建仓
—
BROOKFIELD INFRAST PARTNERS
+$230.1K
6,814
增持
AMGN
AMGEN INC
+$227.8K
1,846
+122%
建仓
VGT
VANGUARD WORLD FDS
+$225.3K
584
增持
AVGO
BROADCOM INC
+$224.7K
1,336
+18%
建仓
ES
EVERSOURCE ENERGY
+$224.4K
2,868
清仓
PYPL
PAYPAL HLDGS INC
-$223.9K
0
-100%
建仓
KR
KROGER CO
+$223.1K
4,518
增持
AMD
ADVANCED MICRO DEVICES INC
+$222.5K
5,954
+7%
增持
SYK
STRYKER CORPORATION
+$221.0K
1,728
+55%
增持
—
VICTORY PORTFOLIOS II
+$220.7K
21,357
+32%
清仓
SCHW
SCHWAB CHARLES CORP
-$220.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$220.0K
13,310
+18%
建仓
KMB
KIMBERLY-CLARK CORP
+$219.0K
1,632
增持
PSX
PHILLIPS 66
+$218.5K
4,806
+86%
建仓
KKR
KKR & CO INC
+$215.9K
4,111
建仓
SBUX
STARBUCKS CORP
+$214.9K
2,064
建仓
SNY
SANOFI
+$213.9K
3,930
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$213.1K
0
-100%
建仓
GIS
GENERAL MLS INC
+$213.0K
2,492
建仓
MUB
ISHARES TR
+$212.4K
1,971
建仓
EOG
EOG RES INC
+$212.2K
1,851
建仓
DHR
DANAHER CORPORATION
+$211.8K
840
增持
GOOG
ALPHABET INC
+$210.1K
12,557
+2%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$209.7K
2,304
减持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$208.8K
83,784
-5%
清仓
QSIG
WISDOMTREE TR
-$208.2K
0
-100%
增持
IWP
ISHARES TR
+$207.9K
6,377
+43%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$207.3K
16,012
+93%
清仓
GE
GENERAL ELECTRIC CO
-$206.6K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$205.7K
782
建仓
SCHB
SCHWAB STRATEGIC TR
+$204.1K
4,266
建仓
SHEL
SHELL PLC
+$203.3K
3,533
增持
—
TE CONNECTIVITY LTD
+$202.8K
4,666
+31%
减持
BSV
VANGUARD BD INDEX FDS
-$202.7K
12,836
-18%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$200.8K
16,999
-19%
建仓
IBMQ
ISHARES TR
+$200.5K
7,833
建仓
IBMO
ISHARES TR
+$200.2K
7,843
建仓
—
ISHARES TR
+$200.1K
7,518
增持
PLD
PROLOGIS INC.
+$181.8K
9,597
+7%
增持
WMT
WALMART INC
+$181.8K
2,742
+75%
增持
PTIN
PACER FDS TR
+$181.1K
31,957
+18%
减持
VTV
VANGUARD INDEX FDS
-$178.6K
15,570
-6%
增持
NFLX
NETFLIX INC
+$171.9K
2,797
+4%
增持
ORCL
ORACLE CORP
+$170.9K
8,515
+12%
增持
GDX
VANECK ETF TRUST
+$169.7K
33,565
+5%
增持
AMAT
APPLIED MATLS INC
+$166.1K
5,229
+7%
增持
SPDW
SPDR INDEX SHS FDS
+$161.3K
13,714
+46%
增持
CVX
CHEVRON CORP NEW
+$161.1K
7,873
+26%
减持
XLK
SELECT SECTOR SPDR TR
+$158.5K
6,395
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$158.3K
24,444
+45%
增持
PG
PROCTER AND GAMBLE CO
+$156.3K
9,228
+15%
增持
HON
HONEYWELL INTL INC
+$152.0K
2,903
+54%
增持
BX
BLACKSTONE INC
+$151.0K
9,311
+4%
减持
VOT
VANGUARD INDEX FDS
+$150.5K
10,341
-0%
减持
TDTT
FLEXSHARES TR
-$145.4K
67,306
-11%
减持
ITOT
ISHARES TR
+$145.3K
58,691
-4%
增持
FCX
FREEPORT-MCMORAN INC
+$144.8K
26,093
+7%
减持
GSG
ISHARES S&P GSCI COMMODITY-
-$144.4K
129,846
-0%
增持
KO
COCA COLA CO
+$142.4K
17,471
+18%
减持
IWF
ISHARES TR
+$140.1K
6,566
-4%
