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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 46
增持 70
减持 14
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
OEF
ISHARES TR
+$28.4M
127,011
增持
VUG
VANGUARD INDEX FDS
+$13.6M
108,090
+47%
增持
MSFT
MICROSOFT CORP
+$10.4M
70,890
+38%
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
VO
VANGUARD INDEX FDS
+$8.7M
47,025
+343%
增持
GOOGL
ALPHABET INC
+$8.6M
100,685
+143%
建仓
EFV
ISHARES TR
+$8.4M
161,764
建仓
QUAL
ISHARES TR
+$8.0M
54,582
增持
AAPL
APPLE INC
+$7.7M
208,190
+10%
建仓
EPI
WISDOMTREE TR
+$7.6M
186,086
增持
AMZN
AMAZON COM INC
+$7.3M
107,231
+51%
增持
TLT
ISHARES TR
+$7.1M
78,940
+923%
建仓
FLRN
SPDR SER TR
+$7.0M
227,882
增持
SPYV
SPDR SER TR
+$6.8M
318,938
+63%
建仓
IIPR
INNOVATIVE INDL PPTYS INC
+$6.4M
63,624
增持
BIL
SPDR SER TR
+$5.6M
99,142
+165%
建仓
ILF
ISHARES TR
+$5.3M
183,648
增持
UNH
UNITEDHEALTH GROUP INC
+$5.3M
17,385
+128%
增持
JPLD
J P MORGAN EXCHANGE TRADED F
+$5.2M
212,256
+90%
建仓
CCI
CROWN CASTLE INC
+$5.1M
43,913
建仓
—
SPOTIFY TECHNOLOGY S A
+$4.9M
26,282
建仓
—
ETF MANAGERS TR
+$4.9M
80,778
增持
ADBE
ADOBE INC
+$4.7M
8,926
+661%
增持
—
ACCENTURE PLC IRELAND
+$4.7M
16,328
+388%
建仓
MGV
VANGUARD WORLD FD
+$4.7M
42,651
增持
MA
MASTERCARD INCORPORATED
+$4.6M
13,175
+390%
建仓
SGOL
ABRDN GOLD ETF TRUST
+$4.4M
224,412
增持
DUK
DUKE ENERGY CORP NEW
+$4.4M
53,516
+484%
增持
MO
ALTRIA GROUP INC
+$4.1M
126,318
+446%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$4.0M
190,450
+419%
建仓
FINX
GLOBAL X FDS
+$3.9M
152,316
增持
VB
VANGUARD INDEX FDS
+$3.7M
32,817
+91%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$3.2M
198,650
建仓
IEMG
ISHARES INC
+$3.1M
62,012
增持
SYLD
CAMBRIA ETF TR
+$2.9M
179,021
+20%
增持
VOT
VANGUARD INDEX FDS
+$2.8M
31,299
+51%
清仓
SPAB
SPDR SER TR
-$2.8M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
43,202
+4%
建仓
IEFA
ISHARES TR
+$2.7M
38,051
建仓
STOT
SSGA ACTIVE TR
+$2.7M
56,695
增持
CVX
CHEVRON CORP NEW
+$2.4M
35,499
+110%
增持
ABT
ABBOTT LABS
+$2.4M
27,923
+304%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.4M
13,786
+297%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.4M
59,356
+20%
清仓
SPSB
SPDR SER TR
-$2.4M
0
-100%
增持
CALF
PACER FDS TR
+$2.2M
113,508
+46%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$2.0M
133,052
减持
BAC
BANK AMERICA CORP
-$2.0M
51,431
-62%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.8M
0
-100%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$1.8M
289,045
+0%
减持
CSCO
CISCO SYS INC
-$1.8M
29,001
-52%
建仓
LRGF
ISHARES TR
+$1.8M
36,531
增持
PTLC
PACER FDS TR
+$1.6M
274,883
+7%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$1.6M
25,283
建仓
TFLO
ISHARES TR
+$1.5M
29,906
清仓
—
ISHARES TR
-$1.5M
0
-100%
建仓
MTUM
ISHARES TR
+$1.4M
9,097
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.4M
150,210
+78%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
14,302
+53%
增持
—
ISHARES TR
+$1.3M
146,264
+54%
减持
ITOT
ISHARES TR
+$1.3M
115,232
-0%
增持
UNP
UNION PAC CORP
+$1.2M
10,479
+60%
增持
—
ISHARES TR
+$1.2M
226,620
+26%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
300,253
-2%
建仓
SO
SOUTHERN CO
+$1.2M
16,755
增持
SHEL
SHELL PLC
+$1.2M
24,988
+237%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.2M
108,322
+5%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
27,263
+40%
建仓
CI
THE CIGNA GROUP
+$1.1M
3,831
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
83,177
+49%
清仓
XLU
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$1.1M
0
-100%
增持
AVGO
BROADCOM INC
+$1.1M
2,809
+13%
减持
—
EXXON MOBIL CORP
-$1.1M
49,573
-3%
增持
IWY
ISHARES TR
+$1.1M
17,755
+33%
增持
IWF
ISHARES TR
+$1.0M
15,516
+13%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.0M
214,938
+3%
增持
IBDT
ISHARES TR
+$1.0M
239,310
+16%
建仓
SPHY
SPDR SER TR
+$1.0M
43,294
清仓
HYLB
DBX ETF TR
-$1.0M
0
-100%
增持
IBDR
ISHARES TR
+$1.0M
134,358
+42%
减持
CDC
VICTORY PORTFOLIOS II
-$983.1K
34,184
-35%
增持
COWZ
PACER FDS TR
+$970.4K
89,766
+20%
增持
DIS
DISNEY WALT CO
+$969.2K
40,708
+22%
增持
VBK
VANGUARD INDEX FDS
+$939.9K
12,800
+27%
增持
ISCF
ISHARES TR
+$938.4K
66,084
+65%
增持
SLYG
SPDR SER TR
+$934.9K
63,072
+6%
增持
V
VISA INC
+$932.0K
13,869
+19%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$907.1K
89,280
+109%
增持
HON
HONEYWELL INTL INC
+$907.0K
9,116
+68%
清仓
VV
VANGUARD INDEX FDS
-$903.7K
0
-100%
建仓
XT
ISHARES TR
+$862.6K
14,408
增持
IBDS
ISHARES TR
+$857.6K
120,684
+38%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$854.9K
23,122
+197%
清仓
SPTL
SPDR SER TR
-$845.5K
0
-100%
增持
PEP
PEPSICO INC
+$843.7K
14,899
+50%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$836.2K
116,986
+51%
清仓
—
COLUMBIA ETF TR I
-$832.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$807.1K
14,462
-1%
清仓
SUSC
ISHARES TR
-$790.3K
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$785.7K
115,918
+50%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$776.6K
10,020
增持
EFG
ISHARES TR
+$774.2K
17,941
+61%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$762.8K
114,191
+57%
减持
QQQ
INVESCO QQQ TR
+$762.8K
16,930
-2%
建仓
SRLN
SSGA ACTIVE ETF TR
+$750.8K
17,906
增持
MCD
MCDONALDS CORP
+$747.9K
7,841
+31%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$733.8K
44,114
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$729.3K
52,654
+32%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$721.9K
103,688
+7%
减持
GLD
SPDR GOLD TR
+$711.2K
50,367
-3%
清仓
IDEV
ISHARES TR
-$709.6K
0
-100%
清仓
XJR
ISHARES TR
-$680.8K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$659.0K
175,938
+21%
减持
—
TE CONNECTIVITY LTD
-$644.8K
3,616
-61%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$628.7K
81,663
+59%
减持
USMV
ISHARES TR
+$619.4K
224,484
-4%
建仓
BSMS
INVESCO EXCH TRD SLF IDX FD
+$614.2K
25,856
增持
GOOG
ALPHABET INC
+$609.9K
28,442
+10%
减持
SDY
SPDR SER TR
+$600.6K
129,036
-4%
建仓
GXC
SPDR INDEX SHS FDS
+$596.7K
8,760
建仓
MLPA
GLOBAL X FDS
+$593.3K
13,392
增持
CRM
SALESFORCE INC
+$586.1K
4,798
+44%
清仓
ESGD
ISHARES TR
-$578.6K
0
-100%
建仓
IBMQ
ISHARES TR
+$559.5K
21,866
建仓
—
ISHARES TR
+$556.3K
21,454
建仓
IBMP
ISHARES TR
+$556.2K
21,886
建仓
IBMO
ISHARES TR
+$555.8K
21,786
建仓
—
ISHARES TR
+$555.7K
20,936
增持
NFLX
NETFLIX INC
+$553.0K
4,963
+1%
增持
LLY
ELI LILLY & CO
+$543.8K
6,054
+9%
增持
ITW
ILLINOIS TOOL WKS INC
+$537.4K
5,481
+41%
建仓
SCHF
SCHWAB STRATEGIC TR
+$528.9K
14,310
清仓
PH
PARKER-HANNIFIN CORP
-$523.9K
0
-100%
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$523.3K
21,892
增持
SCHX
SCHWAB STRATEGIC TR
+$518.9K
76,696
+2%
清仓
GLDM
WORLD GOLD TR
-$513.0K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$500.1K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$497.7K
2,919
建仓
—
ASML HOLDING N V
+$488.6K
646
建仓
VPU
VANGUARD WORLD FDS
+$486.9K
3,552
建仓
VXF
VANGUARD INDEX FDS
+$483.1K
2,938
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$479.9K
0
-100%
建仓
CLX
CLOROX CO DEL
+$472.0K
3,310
清仓
SUSB
ISHARES TR
-$471.3K
0
-100%
增持
PTNQ
PACER FDS TR
+$469.2K
71,628
+5%
建仓
SCHW
SCHWAB CHARLES CORP
+$469.1K
6,818
建仓
C
CITIGROUP INC
+$463.4K
9,010
减持
PFF
ISHARES TR
-$461.8K
111,706
-15%
清仓
XJH
ISHARES TR
-$459.4K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
-$457.0K
70,865
-16%
