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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 143
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$20.1M
184,304
+94%
增持
VUG
VANGUARD INDEX FDS
+$11.4M
72,046
+100%
增持
JNJ
JOHNSON & JOHNSON
+$11.1M
126,119
+100%
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
SCHD
SCHWAB STRATEGIC TR
+$10.7M
319,753
+87%
增持
MSFT
MICROSOFT CORP
+$9.8M
49,605
+100%
增持
SPYM
SPDR SER TR
+$9.7M
199,684
+1224%
增持
SPY
SPDR S&P 500 ETF TR
+$9.5M
43,132
+83%
增持
USMV
ISHARES TR
+$8.8M
234,370
+98%
增持
SDY
SPDR SER TR
+$7.9M
137,470
+89%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$7.2M
293,414
+106%
增持
ITOT
ISHARES TR
+$6.2M
117,560
+100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.6M
26,869
+135%
增持
AMZN
AMAZON COM INC
+$5.5M
70,176
+97%
增持
CDC
VICTORY PORTFOLIOS II
+$5.0M
190,640
+92%
增持
SYLD
CAMBRIA ETF TR
+$4.9M
131,788
+141%
增持
GLD
SPDR GOLD TR
+$4.7M
53,232
+104%
增持
SPYV
SPDR SER TR
+$4.3M
108,582
+1050%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
14,625
+82%
增持
QQQ
INVESCO QQQ TR
+$3.8M
18,229
+99%
增持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$3.7M
559,950
+96%
增持
GSLC
GOLDMAN SACHS ETF TR
+$3.6M
90,015
+70%
增持
PTLC
PACER FDS TR
+$3.0M
134,642
+100%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$2.9M
94,282
+95%
增持
TSLA
TESLA INC
+$2.9M
18,096
+101%
增持
VTV
VANGUARD INDEX FDS
+$2.8M
34,814
+124%
增持
GOOGL
ALPHABET INC
+$2.7M
40,598
+96%
增持
CFO
VICTORY PORTFOLIOS II
+$2.7M
86,764
+101%
增持
SLYG
SPDR SER TR
+$2.6M
61,915
+107%
增持
IBDT
ISHARES TR
+$2.5M
206,914
+103%
增持
—
ISHARES TR
+$2.4M
178,618
+115%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.3M
94,100
+106%
增持
SPAB
SPDR SER TR
+$2.3M
163,963
+124%
增持
VOT
VANGUARD INDEX FDS
+$2.2M
20,666
+100%
增持
—
EXXON MOBIL CORP
+$2.2M
41,237
+106%
增持
META
META PLATFORMS INC
+$2.2M
12,324
+100%
增持
PTNQ
PACER FDS TR
+$2.2M
62,928
+104%
增持
JPM
JPMORGAN CHASE & CO
+$2.2M
27,148
+104%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.2M
37,344
+58%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.1M
80,650
+86%
增持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$2.0M
162,382
+94%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.0M
121,549
+397%
增持
IWF
ISHARES TR
+$2.0M
13,054
+99%
增持
PFF
ISHARES TR
+$1.9M
133,174
+88%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
7,669
+101%
增持
SPYG
SPDR SER TR
+$1.8M
51,670
+119%
增持
NOBL
PROSHARES TR
+$1.8M
42,390
+78%
增持
GOOG
ALPHABET INC
+$1.8M
25,658
+104%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7M
19,974
+101%
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$1.7M
40,974
+98%
增持
VB
VANGUARD INDEX FDS
+$1.7M
16,968
+93%
增持
LLY
LILLY ELI & CO
+$1.7M
5,462
+106%
增持
IWM
ISHARES TR
+$1.6M
18,782
+79%
增持
CALF
PACER FDS TR
+$1.6M
71,088
+113%
增持
GSG
ISHARES S&P GSCI COMMODITY-
+$1.6M
216,456
+67%
增持
COST
COSTCO WHSL CORP NEW
+$1.6M
5,257
+111%
增持
CSCO
CISCO SYS INC
+$1.6M
60,474
+101%
增持
ON
ON SEMICONDUCTOR CORP
+$1.5M
28,908
+95%
增持
VBR
VANGUARD INDEX FDS
+$1.5M
17,062
+106%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$1.5M
91,958
+352%
增持
AVGO
BROADCOM INC
+$1.5M
2,664
+99%
增持
SPSB
SPDR SER TR
+$1.5M
95,435
+108%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
18,593
+101%
增持
TDTT
FLEXSHARES TR
+$1.4M
130,214
+93%
增持
V
VISA INC
+$1.4M
11,573
+99%
增持
COWZ
PACER FDS TR
+$1.4M
69,394
+69%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$1.4M
263,242
+88%
增持
CVX
CHEVRON CORP NEW
+$1.4M
16,846
+114%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.4M
75,796
+536%
增持
RSG
REPUBLIC SVCS INC
+$1.3M
15,902
+98%
增持
CVS
CVS HEALTH CORP
+$1.3M
35,889
+133%
增持
XLK
SELECT SECTOR SPDR TR
+$1.3M
12,770
+100%
增持
—
ISHARES TR
+$1.2M
93,976
+121%
增持
ORCL
ORACLE CORP
+$1.2M
17,129
+101%
增持
VBK
VANGUARD INDEX FDS
+$1.2M
10,024
+104%
增持
MRK
MERCK & CO INC
+$1.2M
20,053
+98%
增持
VOE
VANGUARD INDEX FDS
+$1.2M
17,178
+99%
增持
IJK
ISHARES TR
+$1.2M
30,964
+99%
建仓
SPSM
SPDR SER TR
+$1.2M
30,944
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.2M
60,609
增持
IBDR
ISHARES TR
+$1.2M
92,674
+122%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$1.2M
116,570
+80%
增持
NFLX
NETFLIX INC
+$1.2M
4,855
+74%
增持
—
VICTORY PORTFOLIOS II
+$1.2M
43,802
+105%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$1.2M
28,576
+62%
增持
IWY
ISHARES TR
+$1.2M
12,193
+117%
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
48,870
+256%
增持
DGRW
WISDOMTREE TR
+$1.1M
28,570
+135%
增持
FCX
FREEPORT-MCMORAN INC
+$1.1M
55,100
+111%
增持
VNQ
VANGUARD INDEX FDS
+$1.1M
30,386
+80%
增持
T
AT&T INC
+$1.1M
131,914
+160%
增持
BIL
SPDR SER TR
+$1.1M
38,818
+46%
增持
BAC
BANK AMERICA CORP
+$1.1M
77,995
+100%
增持
IWR
ISHARES TR
+$1.1M
30,970
+88%
增持
PLD
PROLOGIS INC.
+$1.1M
18,804
+96%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
9,316
+101%
增持
IBDS
ISHARES TR
+$1.1M
87,618
+119%
增持
DIS
DISNEY WALT CO
+$1.1M
25,288
+115%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$1.1M
67,610
增持
VO
VANGUARD INDEX FDS
+$1.1M
10,640
+77%
增持
KO
COCA COLA CO
+$1.0M
35,289
+102%
增持
ALB
ALBEMARLE CORP
+$1.0M
6,753
+202%
增持
MDYV
SPDR SER TR
+$1.0M
21,068
+212%
增持
HD
HOME DEPOT INC
+$988.2K
6,195
+95%
增持
BSV
VANGUARD BD INDEX FDS
+$986.0K
26,040
+103%
增持
IVV
ISHARES TR
+$971.4K
5,098
+61%
增持
IWP
ISHARES TR
+$970.8K
16,056
+152%
增持
PEP
PEPSICO INC
+$952.8K
10,153
+100%
增持
BX
BLACKSTONE INC
+$950.5K
19,022
+104%
增持
MCD
MCDONALDS CORP
+$926.2K
5,869
+99%
增持
ABBV
ABBVIE INC
+$924.0K
17,664
+93%
增持
SCZ
ISHARES TR
+$910.4K
22,282
+228%
增持
PTIN
PACER FDS TR
+$902.6K
63,498
+99%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$901.8K
39,989
增持
IWD
ISHARES TR
+$887.0K
10,842
+100%
增持
LMT
LOCKHEED MARTIN CORP
+$885.8K
3,917
+102%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$870.7K
57,239
+312%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$864.1K
19,246
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$862.6K
13,098
+93%
增持
GDX
VANECK ETF TRUST
+$857.0K
64,522
+92%
增持
F
FORD MTR CO DEL
+$853.3K
98,069
+96%
增持
EFAV
ISHARES TR
+$849.0K
25,080
+101%
增持
ISCF
ISHARES TR
+$848.0K
35,640
+341%
增持
ROK
ROCKWELL AUTOMATION INC
+$831.0K
4,548
+100%
增持
ALGN
ALIGN TECHNOLOGY INC
+$828.2K
4,549
+95%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$826.9K
55,851
+363%
建仓
SCHP
SCHWAB STRATEGIC TR
+$822.7K
15,690
增持
LOW
LOWES COS INC
+$821.1K
6,543
+100%
增持
XLE
SELECT SECTOR SPDR TR
+$818.5K
19,338
+113%
增持
AMAT
APPLIED MATLS INC
+$804.9K
10,012
+91%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$795.7K
32,930
+94%
增持
—
TRITON INTL LTD
+$795.6K
15,848
+91%
增持
IVW
ISHARES TR
+$795.1K
20,608
+100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$790.2K
50,016
+82%
增持
—
ISHARES TR
+$778.3K
61,568
+99%
增持
DVN
DEVON ENERGY CORP NEW
+$759.2K
27,535
+144%
建仓
QGRO
AMERICAN CENTY ETF TR
+$754.9K
10,924
增持
BA
BOEING CO
+$750.6K
7,211
+98%
增持
IJH
ISHARES TR
+$727.3K
5,046
+113%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$712.6K
34,072
+104%
增持
CAT
CATERPILLAR INC
+$702.3K
5,350
+99%
增持
ISCV
ISHARES TR
+$689.7K
26,429
+87%
增持
—
TE CONNECTIVITY LTD
+$689.7K
9,288
+99%
增持
BND
VANGUARD BD INDEX FDS
+$689.5K
33,026
+42%
增持
FMB
FIRST TR EXCH TRADED FD III
+$684.2K
26,650
+104%
增持
DJP
BARCLAYS BANK PLC
+$682.1K
58,308
+67%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$678.2K
13,738
+101%
增持
WM
WASTE MGMT INC DEL
+$668.3K
7,452
+95%
增持
PFE
PFIZER INC
+$658.2K
41,327
+97%
增持
XLV
SELECT SECTOR SPDR TR
+$635.7K
9,812
+91%
增持
HON
HONEYWELL INTL INC
+$629.0K
5,705
+97%
