MONEY CONCEPTS CAPITAL CORP
PALM BEACH GARDENS FL · SEC CIK 0000716851
$18.08亿2026Q1 申报市值
567持仓数
27.6%前十大占比 · 第一大 5.5%
86 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEMG 新建仓+$4,311.44万
XLI 加仓+$2,823.13万
XLV 加仓+$2,809.87万
XLF 加仓+$2,650.04万
SVAL 重新持有+$1,632.93万
2026Q1 卖出最多 按季末市值估算
IWM 减仓-$8,846.18万
XMMO 减仓-$6,818.49万
SPMO 减仓-$4,439.39万
MAGS 减仓-$3,054.56万
IOO 减仓-$990.72万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | $23.48万 | 0.01% | 1,148 | 1,148 | — | $23.48万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $23.49万 | 0.01% | 7,006 | 7,006 | — | $23.49万 | 新建仓 |
| SYM | SYMBOTIC INC | $23.88万 | 0.01% | 4,489 | 4,489 | — | $23.88万 | 新建仓 |
| WMB | WILLIAMS COS INC | $23.91万 | 0.01% | 3,285 | -249 | -7.0% | -$1.81万 | 减仓 |
| PSX | PHILLIPS 66 | $24.20万 | 0.01% | 1,328 | 1,328 | — | $24.20万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.23万 | 0.01% | 6,403 | -2,368 | -27.0% | -$8.96万 | 减仓 |
| FALN | ISHARES TR | $24.23万 | 0.01% | 9,069 | -823 | -8.3% | -$2.20万 | 减仓 |
| KRE | SPDR SERIES TRUST | $24.49万 | 0.01% | 3,758 | 3,758 | — | $24.49万 | 新建仓 |
| — | DBX ETF TR | $24.52万 | 0.01% | 5,525 | -13 | -0.2% | -$577 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $24.57万 | 0.01% | 13,000 | 13,000 | — | $24.57万 | 新建仓 |
| UL | UNILEVER PLC | $24.59万 | 0.01% | 4,316 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TR EXCH TRADED FD III | $24.77万 | 0.01% | 3,521 | 282 | 8.7% | $1.98万 | 加仓 |
| GFLW | VICTORY PORTFOLIOS II | $24.83万 | 0.01% | 9,443 | -1,096 | -10.4% | -$2.88万 | 减仓 |
| FDX | FEDEX CORP | $25.00万 | 0.01% | 702 | 702 | — | $25.00万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $25.05万 | 0.01% | 1,593 | 1,593 | — | $25.05万 | 新建仓 |
| QYLD | GLOBAL X FDS | $25.37万 | 0.01% | 14,795 | 320 | 2.2% | $5,488 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $25.67万 | 0.01% | 2,562 | 2,562 | — | $25.67万 | 新建仓 |
| ISTB | ISHARES TR | $25.76万 | 0.01% | 5,316 | -676 | -11.3% | -$3.28万 | 减仓 |
| YYY | AMPLIFY ETF TR | $25.98万 | 0.01% | 23,558 | 269 | 1.2% | $2,967 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $26.01万 | 0.01% | 3,415 | 3,415 | — | $26.01万 | 新建仓 |
| IYE | ISHARES TR | $26.02万 | 0.01% | 4,018 | 4,018 | — | $26.02万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $26.04万 | 0.01% | 1,314 | -389 | -22.8% | -$7.71万 | 减仓 |
| IBB | ISHARES TR | $26.09万 | 0.01% | 1,545 | 11 | 0.7% | $1,857 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $26.33万 | 0.01% | 7,070 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $26.36万 | 0.01% | 2,367 | 2,367 | — | $26.36万 | 新建仓 |
| SYLD | CAMBRIA ETF TR | $26.38万 | 0.01% | 3,498 | -105 | -2.9% | -$7,918 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $26.62万 | 0.01% | 7,192 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $26.70万 | 0.01% | 10,253 | 1,956 | 23.6% | $5.09万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.80万 | 0.01% | 6,998 | -6,314 | -47.4% | -$24.18万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $26.82万 | 0.01% | 2,905 | -45 | -1.5% | -$4,154 | 减仓 |
| LRCX | LAM RESEARCH CORP | $27.13万 | 0.02% | 1,270 | -690 | -35.2% | -$14.74万 | 重新持有 |
| DTM | DT MIDSTREAM INC | $27.55万 | 0.02% | 2,046 | 2,046 | — | $27.55万 | 新建仓 |
| D | DOMINION ENERGY INC | $27.97万 | 0.02% | 4,524 | 737 | 19.5% | $4.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $28.80万 | 0.02% | 1,099 | 7 | 0.6% | $1,834 | 加仓 |
| TDV | PROSHARES TR | $28.82万 | 0.02% | 3,402 | -113 | -3.2% | -$9,573 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $28.95万 | 0.02% | 1,751 | 285 | 19.4% | $4.71万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $29.21万 | 0.02% | 33,726 | -1,380 | -3.9% | -$1.20万 | 减仓 |
| APP | APPLOVIN CORP | $29.21万 | 0.02% | 734 | 76 | 11.6% | $3.02万 | 加仓 |
| — | PROSHARES TR | $29.23万 | 0.02% | 4,205 | 4,205 | — | $29.23万 | 新建仓 |
| PTNQ | PACER FDS TR | $29.37万 | 0.02% | 4,026 | 770 | 23.6% | $5.62万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $29.66万 | 0.02% | 4,633 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $29.86万 | 0.02% | 2,380 | 537 | 29.1% | $6.74万 | 加仓 |
| VOX | VANGUARD WORLD FD | $30.29万 | 0.02% | 1,684 | 125 | 8.0% | $2.25万 | 加仓 |
| — | KRONOS WORLDWIDE INC | $30.38万 | 0.02% | 46,238 | 46,238 | — | $30.38万 | 新建仓 |
| DBEF | DBX ETF TR | $30.58万 | 0.02% | 6,190 | 15 | 0.2% | $741 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $30.65万 | 0.02% | 7,714 | 807 | 11.7% | $3.21万 | 加仓 |
| C | CITIGROUP INC | $30.85万 | 0.02% | 2,721 | 191 | 7.5% | $2.17万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.98万 | 0.02% | 8,102 | -4,619 | -36.3% | -$17.66万 | 减仓 |
| — | ETF SER SOLUTIONS | $31.24万 | 0.02% | 8,034 | 718 | 9.8% | $2.79万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $31.48万 | 0.02% | 6,736 | 6,736 | — | $31.48万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $31.61万 | 0.02% | 668 | 166 | 33.1% | $7.86万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $31.73万 | 0.02% | 11,268 | 250 | 2.3% | $7,040 | 加仓 |
| NEAR | ISHARES U S ETF TR | $31.75万 | 0.02% | 6,245 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $31.77万 | 0.02% | 5,802 | 210 | 3.8% | $1.15万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $31.78万 | 0.02% | 6,283 | 7 | 0.1% | $354 | 加仓 |
| VFH | VANGUARD WORLD FD | $31.90万 | 0.02% | 2,641 | 901 | 51.8% | $10.88万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $32.03万 | 0.02% | 1,147 | 295 | 34.6% | $8.24万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $32.16万 | 0.02% | 11,546 | 11,546 | — | $32.16万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $32.33万 | 0.02% | 7,209 | 267 | 3.8% | $1.20万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $32.64万 | 0.02% | 3,610 | 321 | 9.8% | $2.90万 | 加仓 |
| EFA | ISHARES TR | $32.66万 | 0.02% | 3,362 | -9,101 | -73.0% | -$88.41万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $32.71万 | 0.02% | 4,172 | 309 | 8.0% | $2.42万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $33.16万 | 0.02% | 3,502 | 54 | 1.6% | $5,113 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $33.28万 | 0.02% | 13,025 | 13,025 | — | $33.28万 | 新建仓 |
| QDPL | PACER FDS TR | $33.53万 | 0.02% | 8,353 | -2,861 | -25.5% | -$11.48万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $33.72万 | 0.02% | 5,215 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $33.79万 | 0.02% | 684 | 684 | — | $33.79万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $34.11万 | 0.02% | 1,175 | 1,175 | — | $34.11万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $34.21万 | 0.02% | 6,485 | 750 | 13.1% | $3.96万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $34.31万 | 0.02% | 7,580 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $34.66万 | 0.02% | 1,110 | 17 | 1.6% | $5,308 | 加仓 |
| — | AMPLIFY ETF TR | $34.70万 | 0.02% | 11,173 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $35.15万 | 0.02% | 2,729 | 558 | 25.7% | $7.19万 | 加仓 |
| SRE | SEMPRA | $35.20万 | 0.02% | 3,623 | 3,623 | — | $35.20万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $35.27万 | 0.02% | 8,700 | 182 | 2.1% | $7,378 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $35.32万 | 0.02% | 1,936 | 131 | 7.3% | $2.39万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $35.73万 | 0.02% | 6,324 | 10 | 0.2% | $565 | 加仓 |
| ADPV | SERIES PORTFOLIOS TR | $35.73万 | 0.02% | 8,474 | 8,474 | — | $35.73万 | 新建仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $35.82万 | 0.02% | 2,821 | -126 | -4.3% | -$1.60万 | 减仓 |
| CI | THE CIGNA GROUP | $35.95万 | 0.02% | 1,348 | 1,348 | — | $35.95万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $36.06万 | 0.02% | 585 | -116 | -16.5% | -$7.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $36.61万 | 0.02% | 1,275 | 167 | 15.1% | $4.80万 | 加仓 |
| ES | EVERSOURCE ENERGY | $36.62万 | 0.02% | 5,286 | 109 | 2.1% | $7,552 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $36.67万 | 0.02% | 6,588 | -135 | -2.0% | -$7,514 | 减仓 |
| PULS | PGIM ETF TR | $36.75万 | 0.02% | 7,425 | 106 | 1.4% | $5,247 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.80万 | 0.02% | 5,031 | 141 | 2.9% | $1.03万 | 加仓 |
| CLS | CELESTICA INC | $36.84万 | 0.02% | 1,310 | -1,522 | -53.7% | -$42.80万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $37.21万 | 0.02% | 39,760 | -1,475 | -3.6% | -$1.38万 | 减仓 |
| NGG | NATIONAL GRID PLC | $37.58万 | 0.02% | 4,442 | 739 | 20.0% | $6.25万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $37.59万 | 0.02% | 4,635 | 856 | 22.7% | $6.94万 | 加仓 |
| TGRT | T ROWE PRICE ETF INC | $37.60万 | 0.02% | 9,565 | 9,565 | — | $37.60万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $37.66万 | 0.02% | 813 | -3,944 | -82.9% | -$182.68万 | 减仓 |
| B | BARRICK MNG CORP | $38.00万 | 0.02% | 9,328 | 9,328 | — | $38.00万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $38.08万 | 0.02% | 2,398 | 3 | 0.1% | $476 | 加仓 |
| MMM | 3M CO | $38.09万 | 0.02% | 2,623 | 360 | 15.9% | $5.23万 | 加仓 |
| SPYI | NEOS ETF TRUST | $38.72万 | 0.02% | 7,843 | -950 | -10.8% | -$4.69万 | 减仓 |
| DVY | ISHARES TR | $38.78万 | 0.02% | 2,561 | 205 | 8.7% | $3.10万 | 加仓 |
| COWG | PACER FDS TR | $38.95万 | 0.02% | 11,544 | -6,718 | -36.8% | -$22.67万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $39.81万 | 0.02% | 1,913 | 21 | 1.1% | $4,370 | 加仓 |
| BAC | BANK AMERICA CORP | $39.97万 | 0.02% | 8,199 | 3,235 | 65.2% | $15.77万 | 加仓 |