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 |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | $39.98万 | 0.02% | 11,253 | -472 | -4.0% | -$1.68万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $40.01万 | 0.02% | 13,762 | -57,651 | -80.7% | -$167.59万 | 减仓 |
| OKLO | OKLO INC | $40.78万 | 0.02% | 8,223 | 3,905 | 90.4% | $19.36万 | 重新持有 |
| SJM | SMUCKER J M CO | $40.78万 | 0.02% | 4,229 | 62 | 1.5% | $5,979 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $41.36万 | 0.02% | 8,795 | -90 | -1.0% | -$4,233 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $41.55万 | 0.02% | 29,512 | 5,219 | 21.5% | $7.35万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $41.58万 | 0.02% | 8,416 | 8,416 | — | $41.58万 | 新建仓 |
| XYLD | GLOBAL X FDS | $42.08万 | 0.02% | 10,754 | 3,528 | 48.8% | $13.81万 | 加仓 |
| XBI | SPDR SERIES TRUST | $42.43万 | 0.02% | 3,322 | 366 | 12.4% | $4.67万 | 加仓 |
| CSX | CSX CORP | $42.65万 | 0.02% | 10,390 | 429 | 4.3% | $1.76万 | 加仓 |
| — | EAGLE POINT CREDIT COMPANY I | $42.67万 | 0.02% | 113,479 | -241,118 | -68.0% | -$90.66万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $43.70万 | 0.02% | 17,657 | 17,657 | — | $43.70万 | 新建仓 |
| AMCX | AMC NETWORKS INC | $44.21万 | 0.02% | 65,109 | 7,846 | 13.7% | $5.33万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $44.23万 | 0.02% | 13,216 | 4,603 | 53.4% | $15.40万 | 加仓 |
| CVS | CVS HEALTH CORP | $44.91万 | 0.02% | 6,253 | 119 | 1.9% | $8,547 | 加仓 |
| DDWM | WISDOMTREE TR | $45.01万 | 0.02% | 10,204 | -355 | -3.4% | -$1.57万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $45.24万 | 0.03% | 30,383 | 4,137 | 15.8% | $6.16万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $45.87万 | 0.03% | 2,627 | 902 | 52.3% | $15.75万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $46.20万 | 0.03% | 3,763 | -33 | -0.9% | -$4,052 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $46.89万 | 0.03% | 4,766 | 2,055 | 75.8% | $20.22万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $47.93万 | 0.03% | 8,786 | 71 | 0.8% | $3,873 | 加仓 |
| MO | ALTRIA GROUP INC | $48.01万 | 0.03% | 7,275 | 1,403 | 23.9% | $9.26万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $48.19万 | 0.03% | 14,440 | 1,240 | 9.4% | $4.14万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $48.65万 | 0.03% | 18,498 | 1,090 | 6.3% | $2.87万 | 加仓 |
| BCI | ABRDN ETFS | $48.67万 | 0.03% | 20,038 | 20,038 | — | $48.67万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $49.29万 | 0.03% | 12,286 | -2,222 | -15.3% | -$8.91万 | 减仓 |
| WMK | WEIS MKTS INC | $50.26万 | 0.03% | 7,349 | 990 | 15.6% | $6.77万 | 加仓 |
| ITA | ISHARES TR | $51.02万 | 0.03% | 2,333 | 17 | 0.7% | $3,718 | 加仓 |
| LOW | LOWES COS INC | $51.03万 | 0.03% | 2,160 | -122 | -5.3% | -$2.88万 | 减仓 |
| — | TWO RDS SHARED TR | $51.65万 | 0.03% | 19,426 | 718 | 3.8% | $1.91万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $52.27万 | 0.03% | 6,779 | 1,177 | 21.0% | $9.08万 | 加仓 |
| IBTH | ISHARES TR | $52.67万 | 0.03% | 23,481 | 2,675 | 12.9% | $6.00万 | 加仓 |
| OGE | OGE ENERGY CORP | $52.74万 | 0.03% | 10,998 | 108 | 1.0% | $5,180 | 加仓 |
| IJS | ISHARES TR | $52.94万 | 0.03% | 4,469 | 4,469 | — | $52.94万 | 新建仓 |
| QQH | NORTHERN LTS FD TR III | $53.00万 | 0.03% | 7,590 | 40 | 0.5% | $2,793 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $53.09万 | 0.03% | 7,159 | -5,474 | -43.3% | -$40.59万 | 减仓 |
| IDU | ISHARES TR | $53.16万 | 0.03% | 4,578 | 523 | 12.9% | $6.07万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $54.07万 | 0.03% | 11,252 | -436 | -3.7% | -$2.09万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $54.33万 | 0.03% | 4,839 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $54.46万 | 0.03% | 10,940 | 4,841 | 79.4% | $24.10万 | 加仓 |
| BA | BOEING CO | $54.53万 | 0.03% | 2,740 | 143 | 5.5% | $2.85万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $54.70万 | 0.03% | 20,773 | 149 | 0.7% | $3,923 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $55.14万 | 0.03% | 8,605 | 1,153 | 15.5% | $7.39万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $56.07万 | 0.03% | 9,143 | 1,039 | 12.8% | $6.37万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $56.29万 | 0.03% | 12,219 | 1,671 | 15.8% | $7.70万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $56.82万 | 0.03% | 6,406 | -311 | -4.6% | -$2.76万 | 减仓 |
| MTUM | ISHARES TR | $57.00万 | 0.03% | 2,375 | -12,313 | -83.8% | -$295.53万 | 减仓 |
| GIS | GENERAL MILLS INC | $57.47万 | 0.03% | 15,440 | 2,303 | 17.5% | $8.57万 | 加仓 |
| ASML | ASML HLDG NV | $57.98万 | 0.03% | 439 | 12 | 2.8% | $1.58万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $58.09万 | 0.03% | 19,383 | 250 | 1.3% | $7,493 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $59.28万 | 0.03% | 12,897 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $59.96万 | 0.03% | 10,559 | 6,485 | 159.2% | $36.83万 | 加仓 |
| VLO | VALERO ENERGY CORP | $60.02万 | 0.03% | 2,429 | 635 | 35.4% | $15.69万 | 加仓 |
| CCJ | CAMECO CORP | $60.06万 | 0.03% | 5,530 | 2,804 | 102.9% | $30.45万 | 加仓 |
| APTV | APTIV PLC | $60.34万 | 0.03% | 8,689 | 656 | 8.2% | $4.56万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $60.51万 | 0.03% | 3,395 | -141 | -4.0% | -$2.51万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $60.79万 | 0.03% | 13,829 | -2,418 | -14.9% | -$10.63万 | 减仓 |
| HRL | HORMEL FOODS CORP | $61.12万 | 0.03% | 26,984 | 3,875 | 16.8% | $8.78万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $61.55万 | 0.03% | 21,094 | 5,715 | 37.2% | $16.68万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $62.99万 | 0.03% | 6,094 | 285 | 4.9% | $2.95万 | 加仓 |
| SIL | GLOBAL X FDS | $63.21万 | 0.03% | 7,017 | -167 | -2.3% | -$1.50万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $63.28万 | 0.03% | 7,982 | 204 | 2.6% | $1.62万 | 加仓 |
| GM | GENERAL MTRS CO | $63.50万 | 0.04% | 8,523 | 8,523 | — | $63.50万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $63.59万 | 0.04% | 13,606 | -1,000 | -6.8% | -$4.67万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $63.72万 | 0.04% | 24,852 | 10,689 | 75.5% | $27.41万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $63.90万 | 0.04% | 5,386 | -361 | -6.3% | -$4.28万 | 减仓 |
| SDY | SPDR SERIES TRUST | $64.10万 | 0.04% | 4,392 | 401 | 10.0% | $5.85万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $64.55万 | 0.04% | 11,027 | 11,027 | — | $64.55万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $64.79万 | 0.04% | 8,988 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $65.02万 | 0.04% | 13,418 | 13,418 | — | $65.02万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $66.33万 | 0.04% | 24,632 | 24,632 | — | $66.33万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $66.43万 | 0.04% | 13,869 | 5,634 | 68.4% | $26.99万 | 加仓 |
| REMX | VANECK ETF TRUST | $66.95万 | 0.04% | 7,608 | 188 | 2.5% | $1.65万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $67.26万 | 0.04% | 29,657 | 2,384 | 8.7% | $5.41万 | 加仓 |
| DOX | AMDOCS LTD | $67.30万 | 0.04% | 10,313 | 1,238 | 13.6% | $8.08万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $68.02万 | 0.04% | 32,357 | 2,415 | 8.1% | $5.08万 | 加仓 |
| — | EA SERIES TRUST | $68.19万 | 0.04% | 19,615 | 1,853 | 10.4% | $6.44万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $68.65万 | 0.04% | 3,379 | 3,379 | — | $68.65万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $68.96万 | 0.04% | 3,070 | 259 | 9.2% | $5.82万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $69.33万 | 0.04% | 32,260 | 32,260 | — | $69.33万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $69.55万 | 0.04% | 3,380 | -14,790 | -81.4% | -$304.35万 | 减仓 |
| DTE | DTE ENERGY CO | $70.07万 | 0.04% | 4,792 | 4,792 | — | $70.07万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $70.08万 | 0.04% | 18,034 | -10 | -0.1% | -$389 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $71.19万 | 0.04% | 10,739 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $73.24万 | 0.04% | 1,876 | 1,055 | 128.5% | $41.19万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $73.35万 | 0.04% | 14,439 | -1,946 | -11.9% | -$9.89万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $73.44万 | 0.04% | 23,330 | 3,416 | 17.2% | $10.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $74.44万 | 0.04% | 35,414 | 462 | 1.3% | $9,711 | 加仓 |
| IGV | ISHARES TR | $75.07万 | 0.04% | 9,378 | -3,037 | -24.5% | -$24.31万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $75.44万 | 0.04% | 2,232 | -182 | -7.5% | -$6.15万 | 减仓 |
| — | VANECK ETF TRUST | $76.62万 | 0.04% | 3,054 | -102 | -3.2% | -$2.56万 | 减仓 |
| AOM | ISHARES TR | $77.03万 | 0.04% | 16,262 | 2,015 | 14.1% | $9.55万 | 加仓 |
| VPU | VANGUARD WORLD FD | $78.89万 | 0.04% | 3,982 | -4 | -0.1% | -$792 | 减仓 |
| IWF | ISHARES TR | $79.10万 | 0.04% | 1,855 | -203 | -9.9% | -$8.66万 | 减仓 |
| GSK | GSK PLC | $80.43万 | 0.04% | 14,573 | 184 | 1.3% | $1.02万 | 加仓 |
| IJT | ISHARES TR | $80.75万 | 0.04% | 5,580 | 171 | 3.2% | $2.47万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $81.04万 | 0.04% | 18,038 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $81.18万 | 0.04% | 56,255 | 5,497 | 10.8% | $7.93万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $81.57万 | 0.05% | 17,881 | 4,086 | 29.6% | $18.64万 | 加仓 |
| IWD | ISHARES TR | $82.54万 | 0.05% | 3,863 | 418 | 12.1% | $8.93万 | 加仓 |