13F 机构持仓

MONEY CONCEPTS CAPITAL CORP

PALM BEACH GARDENS FL · SEC CIK 0000716851

2026Q22026Q1 更早 9 个季度 🔒
$21.58亿2026Q2 申报市值
633持仓数
30.7%前十大占比 · 第一大 5.5%
81 / 32新建仓 / 清仓
申报市值走势$21.58亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SVAL 5.5%
SPMO 4.5%
IEMG 4.0%
VOO 3.6%
IWS 3.4%
QQQ 2.7%
MAGS 2.0%
AAPL 1.9%
XLI 1.7%
XLF 1.5%

2026Q2 买入最多 按季末市值估算

IEMG 加仓+$3,407.47万
IBTG 加仓+$960.79万
QQQ 重新持有+$827.49万
HDV 加仓+$810.41万
IWF 加仓+$727.39万

2026Q2 卖出最多 按季末市值估算

XLV 减仓-$2,915.21万
FONAR CORP 清仓-$923.33万
NOBL 减仓-$814.67万
SHY 减仓-$634.87万
SPHB 重新持有-$420.22万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
SVAL ISHARES TR $1.18亿5.48%2,828,726 75,6392.7% $316.06万 加仓
SPMO INVESCO EXCH TRADED FD TR II $9,700.27万4.49%600,487 -19,261-3.1% -$311.14万 减仓
IEMG ISHARES INC $8,528.03万3.95%1,029,458 411,33166.5% $3,407.47万 加仓
VOO VANGUARD INDEX FDS $7,741.87万3.59%112,722 10,41910.2% $715.59万 加仓
IWS ISHARES TR $7,296.17万3.38%443,267 13,5853.2% $223.61万 加仓
QQQ INVESCO QQQ TR $5,923.90万2.75%80,444 11,23716.2% $827.49万 重新持有
MAGS LISTED FDS TR $4,360.20万2.02%678,103 24,4413.7% $157.16万 加仓
AAPL APPLE INC $4,000.84万1.85%138,265 -4,941-3.5% -$142.97万 减仓
XLI SELECT SECTOR SPDR TR $3,717.19万1.72%200,680 6,1013.1% $113.01万 加仓
XLF SELECT SECTOR SPDR TR $3,131.89万1.45%584,198 37,5966.9% $201.55万 加仓
SPTM SPDR SERIES TRUST $2,988.30万1.38%329,144 14,3784.6% $130.54万 加仓
RSP INVESCO EXCHANGE TRADED FD T $2,851.39万1.32%134,013 -4,690-3.4% -$99.79万 减仓
IEFA ISHARES TR $2,483.26万1.15%257,120 10,6764.3% $103.11万 加仓
VYM VANGUARD WHITEHALL FDS $2,435.04万1.13%154,087 -3,383-2.1% -$53.46万 减仓
XLK SELECT SECTOR SPDR TR $2,328.72万1.08%122,230 -255-0.2% -$4.86万 减仓
NVDA NVIDIA CORPORATION $2,157.41万1.00%107,822 1,6931.6% $33.88万 加仓
MSFT MICROSOFT CORP $1,988.96万0.92%53,320 1,2192.3% $45.47万 加仓
IJR ISHARES TR $1,980.77万0.92%133,556 -820-0.6% -$12.16万 减仓
VLGEA VILLAGE SUPER MKT INC $1,685.74万0.78%399,653 8,4392.2% $35.60万 加仓
SPAB SPDR SERIES TRUST $1,665.78万0.77%652,734 -107,962-14.2% -$275.52万 减仓
LLY ELI LILLY & CO $1,660.09万0.77%13,841 -213-1.5% -$25.55万 减仓
IVV ISHARES TR $1,593.77万0.74%21,282 9054.4% $67.77万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $1,466.98万0.68%401,583 35,6109.7% $130.08万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $1,421.39万0.66%302,811 150,65699.0% $707.18万 加仓
SGOV ISHARES TR $1,351.26万0.63%134,226 19,58217.1% $197.13万 加仓
SPY STATE STR SPDR S&P 500 ETF T $1,323.46万0.61%17,722 1,84111.6% $137.48万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,293.94万0.60%216,777 7,7183.7% $46.07万 加仓
IXUS ISHARES TR $1,291.00万0.60%135,268 46,91853.1% $447.79万 加仓
SPYM SPDR SERIES TRUST $1,285.31万0.60%146,258 17,07513.2% $150.05万 加仓
SMH VANECK ETF TRUST $1,282.69万0.59%19,556 8514.5% $55.82万 加仓
SCHM SCHWAB STRATEGIC TR $1,264.68万0.59%343,010 -12,580-3.5% -$46.38万 减仓
JNJ JOHNSON & JOHNSON $1,238.86万0.57%48,780 -2,358-4.6% -$59.89万 减仓
PSLV SPROTT ASSET MANAGEMENT LP $1,158.20万0.54%613,780 -3,422-0.6% -$6.46万 减仓
GLDM WORLD GOLD TR $1,140.05万0.53%143,547 63,60279.6% $505.13万 重新持有
AGG ISHARES TR $1,131.44万0.52%114,310 -13,192-10.3% -$130.57万 减仓
KO COCA COLA CO $1,130.70万0.52%139,129 27,06924.2% $219.99万 加仓
IBTG ISHARES TR $1,128.94万0.52%493,201 419,741571.4% $960.79万 加仓
CAH CARDINAL HEALTH INC $1,093.68万0.51%46,038 -1,119-2.4% -$26.58万 减仓
GLW CORNING INC $1,074.53万0.50%42,067 -11,286-21.2% -$288.28万 减仓
USMV ISHARES TR $1,065.93万0.49%110,505 -17,979-14.0% -$173.43万 减仓
AMZN AMAZON COM INC $1,065.50万0.49%44,705 -1,822-3.9% -$43.43万 减仓
CDNS CADENCE DESIGN SYSTEM INC $970.85万0.45%25,867 -513-1.9% -$19.25万 减仓
ABBV ABBVIE INC $970.45万0.45%38,565 -3,883-9.1% -$97.71万 减仓
XLP SELECT SECTOR SPDR TR $932.13万0.43%112,210 -9,085-7.5% -$75.47万 减仓
GOOG ALPHABET INC $913.35万0.42%25,850 -3,223-11.1% -$113.88万 减仓
AMD ADVANCED MICRO DEVICES INC $910.34万0.42%15,671 -5,584-26.3% -$324.38万 减仓
OUNZ VANECK MERK GOLD ETF $906.80万0.42%234,984 3,3431.4% $12.90万 加仓
SOXX ISHARES TR $905.51万0.42%14,132 6144.5% $39.34万 加仓
PG PROCTER & GAMBLE CO $900.13万0.42%61,384 2,6004.4% $38.13万 加仓
HDV ISHARES TR $894.38万0.41%326,297 295,662965.1% $810.41万 加仓
SPYG SPDR SERIES TRUST $880.14万0.41%73,968 29,72967.2% $353.75万 加仓
TBIL RBB FD INC $879.00万0.41%176,293 1,1040.6% $5.50万 加仓
CSCO CISCO SYS INC $848.83万0.39%72,265 -15,770-17.9% -$185.24万 减仓
IBM INTERNATIONAL BUSINESS MACHS $826.57万0.38%29,394 6,99831.2% $196.79万 加仓
IWF ISHARES TR $819.52万0.38%66,000 58,580789.5% $727.39万 加仓
IJH ISHARES TR $814.18万0.38%105,587 2,2092.1% $17.03万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $813.88万0.38%269,765 -6,580-2.4% -$19.85万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $766.69万0.36%124,747 11,95110.6% $73.45万 加仓
DUK DUKE ENERGY CORP NEW $750.62万0.35%59,300 1,3132.3% $16.62万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $744.06万0.34%82,582 35,93077.0% $323.73万 加仓
SHY ISHARES TR $741.30万0.34%90,281 -77,320-46.1% -$634.87万 减仓
KMB KIMBERLY-CLARK CORP $730.78万0.34%66,574 -5,893-8.1% -$64.69万 减仓
GILD GILEAD SCIENCES INC $727.89万0.34%57,614 -22,243-27.9% -$281.02万 减仓
IWM ISHARES TR $719.80万0.33%23,957 17,724284.4% $532.53万 加仓
FLOT ISHARES TR $718.67万0.33%140,779 70,01698.9% $357.43万 加仓
GDX VANECK ETF TRUST $713.43万0.33%94,556 -1,070-1.1% -$8.07万 减仓
WMT WALMART INC $713.05万0.33%62,957 -5,072-7.5% -$57.45万 减仓
SPSB SPDR SERIES TRUST $710.12万0.33%236,627 -18,660-7.3% -$56.00万 减仓
CAT CATERPILLAR INC $687.11万0.32%6,452 -1,403-17.9% -$149.41万 减仓
ANGL VANECK ETF TRUST $672.37万0.31%229,947 21,72710.4% $63.53万 加仓
XSD SPDR SERIES TRUST $654.92万0.30%10,501 -334-3.1% -$20.83万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $639.37万0.30%24,153 -602-2.4% -$15.94万 重新持有
SO SOUTHERN CO $630.38万0.29%65,863 2,7224.3% $26.05万 加仓
NVO NOVO-NORDISK A S $622.27万0.29%129,801 6,5405.3% $31.35万 加仓
PLTR PALANTIR TECHNOLOGIES INC $609.46万0.28%52,238 1,7803.5% $20.77万 加仓
IEF ISHARES TR $609.04万0.28%64,401 4,1456.9% $39.20万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $604.66万0.28%107,058 -13,195-11.0% -$74.53万 减仓
HD HOME DEPOT INC $602.67万0.28%17,088 -2,402-12.3% -$84.72万 减仓
IYW ISHARES TR $599.81万0.28%23,780 3,92519.8% $99.00万 加仓
VZ VERIZON COMMUNICATIONS INC $597.10万0.28%141,024 16,85513.6% $71.36万 加仓
MCD MCDONALDS CORP $593.82万0.28%21,968 -59-0.3% -$1.59万 减仓
DIVB ISHARES TR $582.35万0.27%94,537 -754-0.8% -$4.64万 减仓
PFE PFIZER INC $577.18万0.27%239,692 -14,547-5.7% -$35.03万 减仓
RTX RTX CORPORATION $577.14万0.27%30,419 1,4184.9% $26.90万 重新持有
BOND PIMCO ETF TR $573.45万0.27%62,190 26,70175.2% $246.21万 加仓
SCHG SCHWAB STRATEGIC TR $572.77万0.27%169,259 -2,362-1.4% -$7.99万 减仓
VIG VANGUARD SPECIALIZED FUNDS $557.36万0.26%23,555 7823.4% $18.50万 加仓
META META PLATFORMS INC $554.00万0.26%9,835 1,94624.7% $109.62万 加仓
IYY ISHARES TR $545.90万0.25%29,949 1,5875.6% $28.93万 加仓
VTV VANGUARD INDEX FDS $539.68万0.25%24,764 2381.0% $5.19万 加仓
WM WASTE MGMT INC DEL $527.56万0.24%23,670 1,2495.6% $27.84万 加仓
VONG VANGUARD SCOTTSDALE FDS $517.35万0.24%40,478 8,71927.5% $111.44万 加仓
ONEQ FIDELITY COMWLTH TR $512.40万0.24%49,642 2,2204.7% $22.91万 加仓
PANW PALO ALTO NETWORKS INC $505.73万0.23%14,830 1310.9% $4.47万 加仓
SENEA SENECA FOODS CORP NEW $496.37万0.23%28,537 -161-0.6% -$2.80万 减仓
UNH UNITEDHEALTH GROUP INC $495.28万0.23%11,916 720.6% $2.99万 加仓
JPST J P MORGAN EXCHANGE TRADED F $489.78万0.23%96,852 -15,872-14.1% -$80.27万 减仓
VTI VANGUARD INDEX FDS $486.56万0.23%13,149 -76-0.6% -$2.81万 减仓
MU MICRON TECHNOLOGY INC $467.58万0.22%4,051 1,52760.5% $176.25万 加仓
PYLD PIMCO ETF TR $461.46万0.21%174,004 84,64294.7% $224.47万 加仓