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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 20
增持 58
减持 48
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
CDC
VICTORY PORTFOLIOS II
-$8.1M
52,218
-73%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$7.3M
103,406
+983%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$6.4M
207,956
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。
+10653%
减持
SPYM
SPDR SER TR
-$6.3M
81,736
-59%
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$5.6M
111,540
清仓
CFO
VICTORY PORTFOLIOS II
-$5.3M
0
-100%
增持
PTLC
PACER FDS TR
+$4.7M
257,580
+91%
增持
AAPL
APPLE INC
-$3.4M
188,989
+3%
增持
SPYV
SPDR SER TR
+$3.4M
195,184
+80%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
30,874
+15%
增持
—
EXXON MOBIL CORP
+$1.6M
51,205
+24%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.5M
306,344
-4%
增持
BAC
BANK AMERICA CORP
+$1.5M
135,195
+73%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$1.5M
39,872
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
49,492
+33%
减持
SPY
SPDR S&P 500 ETF TR
-$1.4M
41,409
-4%
减持
—
VICTORY PORTFOLIOS II
-$1.4M
18,194
-58%
减持
SDY
SPDR SER TR
-$1.3M
134,988
-2%
减持
SPAB
SPDR SER TR
-$1.3M
116,493
-29%
清仓
—
TRITON INTL LTD
-$1.3M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
125,717
-0%
增持
SYLD
CAMBRIA ETF TR
+$1.1M
148,898
+13%
减持
GSLC
GOLDMAN SACHS ETF TR
-$753.3K
84,351
-6%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$734.1K
0
-100%
建仓
IDEV
ISHARES TR
+$709.6K
12,176
减持
FYC
FIRST TR EXCHANGE-TRADED ALP
-$698.9K
88,314
-6%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$674.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$666.8K
51,388
+4%
建仓
AGG
ISHARES TR
+$661.7K
7,036
减持
ITOT
ISHARES TR
-$633.0K
115,395
-2%
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$597.1K
30,044
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$590.5K
544,708
-3%
减持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$589.1K
153,940
-5%
增持
ABBV
ABBVIE INC
+$586.2K
19,898
+13%
减持
GLD
SPDR GOLD TR
-$572.2K
52,012
-2%
减持
GSG
ISHARES S&P GSCI COMMODITY-
+$570.6K
212,766
-2%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$566.9K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$563.9K
17,224
-6%
增持
GOOGL
ALPHABET INC
+$559.6K
41,412
+2%
清仓
SCHF
SCHWAB STRATEGIC TR
-$556.4K
0
-100%
增持
IVV
ISHARES TR
+$532.8K
6,532
+28%
建仓
PH
PARKER-HANNIFIN CORP
+$523.9K
1,345
减持
USMV
ISHARES TR
-$523.5K
233,451
-0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$515.2K
145,887
+20%
建仓
GLDM
WORLD GOLD TR
+$513.0K
13,994
建仓
MOAT
VANECK ETF TRUST
+$509.0K
6,712
减持
EFAV
ISHARES TR
-$484.2K
18,534
-26%
清仓
XYL
XYLEM INC
-$474.5K
0
-100%
清仓
RDIV
INVESCO EXCH TRADED FD TR II
-$474.3K
0
-100%
建仓
OKE
ONEOK INC NEW
+$468.2K
7,381
清仓
—
SHOCKWAVE MED INC
-$464.1K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$460.7K
0
-100%
建仓
BSCW
INVESCO EXCHNG TRAD SLF INDE
+$459.7K
23,978
清仓
DG
DOLLAR GEN CORP NEW
-$459.4K
0
-100%
建仓
XJH
ISHARES TR
+$459.4K
13,564
减持
SPSB
SPDR SER TR
-$457.9K
80,207
-16%
增持
XLU
SELECT SECTOR SPDR TR
+$455.2K
18,364
+92%
增持
WMT
WALMART INC
+$451.0K
8,138
+50%
增持
DIS
DISNEY WALT CO
+$448.6K
33,391
+32%
清仓
SHOP
SHOPIFY INC
-$447.0K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$444.8K
0
-100%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$441.4K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$435.7K
0
-100%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$434.3K
84,227
+39%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$433.0K
19,471
建仓
—
KELLANOVA
+$428.1K
7,194
建仓
DHR
DANAHER CORPORATION
+$425.9K
1,717
清仓
—
SUMMIT MATLS INC
-$425.1K
0
-100%
减持
SLYG
SPDR SER TR
-$425.1K
59,231
-4%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$424.5K
2,880
增持
CAT
CATERPILLAR INC
+$424.5K
6,378
+19%
增持
LLY
ELI LILLY & CO
+$423.9K
5,558
+2%
清仓
SNY
SANOFI
-$419.9K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$419.4K
15,481
+18%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$418.5K
17,434
清仓
NKE
NIKE INC
-$418.0K
0
-100%
清仓
C
CITIGROUP INC
-$418.0K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$416.9K
75,234
-7%
建仓
MOO
VANECK ETF TRUST
+$416.7K
5,294
建仓
BSX
BOSTON SCIENTIFIC CORP
+$411.6K
7,795
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$409.7K
0
-100%
建仓
BWA
BORGWARNER INC
+$409.4K
10,140
清仓
NSC
NORFOLK SOUTHN CORP
-$407.6K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$406.9K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$406.4K
8,836
增持
—
INVESCO EXCH TRD SLF IDX FD
+$404.5K
77,411
+35%
清仓
USIG
ISHARES TR
-$403.2K
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$393.4K
77,269
+38%
减持
BX
BLACKSTONE INC
-$388.2K
12,882
-32%
增持
COWZ
PACER FDS TR
+$374.7K
74,784
+8%
减持
TSLA
TESLA INC
-$362.6K
17,482
-3%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$351.9K
51,241
+60%
增持
VUG
VANGUARD INDEX FDS
-$351.7K
73,572
+2%
增持
CALF
PACER FDS TR
+$340.2K
77,542
+9%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$339.5K
42,716
+87%
减持
IWM
ISHARES TR
-$337.1K
17,994
-4%
减持
MDYG
SPDR SER TR
-$335.6K
9,882
-31%
清仓
XETYX
EATON VANCE TAX-MANAGED DIVE
-$324.8K
0
-100%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$309.2K
103,782
-11%
减持
ALGN
ALIGN TECHNOLOGY INC
-$307.7K
4,261
-6%
减持
SHY
ISHARES TR
-$307.4K
12,518
-23%
增持
VTV
VANGUARD INDEX FDS
+$306.3K
38,088
+9%
增持
PTNQ
PACER FDS TR
+$304.3K
68,526
+9%
增持
SCZ
ISHARES TR
+$299.6K
28,578
+28%
增持
GOOG
ALPHABET INC
+$294.6K
25,775
+0%
增持
PSX
PHILLIPS 66
+$285.9K
11,095
+1%
增持
NFLX
NETFLIX INC
-$275.1K
4,935
+2%
增持
BSJU
INVESCO EXCHNG TRAD SLF INDE
+$272.6K
28,766
+71%
减持
F
FORD MTR CO DEL
-$268.4K
97,858
-0%
增持
META
META PLATFORMS INC
+$263.3K
12,658
+3%
增持
GSK
GSK PLC
+$260.2K
24,174
+40%
增持
AMGN
AMGEN INC
+$259.7K
3,855
+10%
减持
LMT
LOCKHEED MARTIN CORP
-$253.5K
3,790
-3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$243.3K
87,042
+15%
减持
AVGO
BROADCOM INC
-$243.2K
2,488
-7%
增持
NOBL
PROSHARES TR
-$240.1K
42,422
+0%
增持
VNQ
VANGUARD INDEX FDS
-$233.2K
30,476
+0%
增持
FMB
FIRST TR EXCH TRADED FD III
+$230.6K
32,348
+21%
增持
VOT
VANGUARD INDEX FDS
-$226.5K
20,670
+0%
减持
XSVM
INVESCO EXCHANGE TRADED FD T
+$226.2K
287,690
-2%
增持
NEE
NEXTERA ENERGY INC
-$215.2K
20,838
+10%
减持
BSV
VANGUARD BD INDEX FDS
-$208.9K
23,398
-10%
增持
ORCL
ORACLE CORP
-$205.7K
17,317
+1%
增持
CVX
CHEVRON CORP NEW
+$202.3K
16,920
+0%
增持
GDX
VANECK ETF TRUST
-$201.8K
64,698
+0%
减持
PLD
PROLOGIS INC.
-$196.6K
18,798
-0%
减持
PEP
PEPSICO INC
-$193.9K
9,954
-2%
减持
INTC
INTEL CORP
-$193.0K
28,535
-21%
增持
ROK
ROCKWELL AUTOMATION INC
-$192.5K
4,568
+0%
增持
ALB
ALBEMARLE CORP
-$191.0K
7,736
+15%
减持
SPYG
SPDR SER TR
-$183.6K
50,080
-3%
减持
FTNT
FORTINET INC
-$182.0K
10,290
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$181.4K
10,570
-17%
增持
COST
COSTCO WHSL CORP NEW
+$181.3K
5,331
+1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$179.9K
256,912
-2%
减持
HON
HONEYWELL INTL INC
-$179.1K
5,440
-5%
减持
MPT
MEDICAL PPTYS TRUST INC
-$176.7K
41,324
-5%
增持
MCD
MCDONALDS CORP
-$174.6K
5,987
+2%
减持
PFF
ISHARES TR
-$173.2K
130,874
-2%
减持
NVDA
NVIDIA CORPORATION
+$168.1K
14,609
-0%
增持
RSG
REPUBLIC SVCS INC
-$167.8K
15,914
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$160.4K
7,629
-1%
减持
IWR
ISHARES TR
-$159.7K
30,354
-2%
减持
FCX
FREEPORT-MCMORAN INC
-$155.3K
54,940
-0%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$154.7K
101,280
+10%
减持
TDTT
FLEXSHARES TR
-$152.5K
125,546
-4%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$149.0K
15,550
+679%
增持
—
TE CONNECTIVITY LTD
-$149.0K
9,332
+0%
增持
—
COLUMBIA ETF TR I
+$148.5K
22,232
+23%
增持
VBK
VANGUARD INDEX FDS
-$148.2K
10,062
+0%
