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
— INNOVATOR ETFS TRUST $36.25万0.02%18,725 18,725— $36.25万 新建仓
XMLV INVESCO EXCH TRADED FD TR II $36.76万0.02%5,541 5,541— $36.76万 新建仓
QJUN FIRST TR EXCHNG TRADED FD VI $36.82万0.02%10,897 10,897— $36.82万 新建仓
MUSA MURPHY USA INC $36.87万0.02%684 00.0% — 不变
PTNQ PACER FDS TR $37.25万0.02%4,202 1764.4% $1.56万 加仓
BSV VANGUARD BD INDEX FDS $37.57万0.02%4,823 65115.6% $5.07万 加仓
LVHI LEGG MASON ETF INVT $37.76万0.02%9,304 6046.9% $2.45万 加仓
QQQI NEOS ETF TRUST $37.79万0.02%6,654 2,15447.9% $12.23万 加仓
— AIM ETF PRODUCTS TRUST $37.80万0.02%11,409 11,409— $37.80万 新建仓
— INNOVATOR ETFS TRUST $38.16万0.02%9,502 -13,166-58.1% -$52.87万 减仓
VNQ VANGUARD INDEX FDS $38.44万0.02%3,986 -2,420-37.8% -$23.34万 减仓
GRID FIRST TR EXCHANGE-TRADED FD $39.25万0.02%2,047 2,047— $39.25万 新建仓
VUSB VANGUARD BD INDEX FDS $39.54万0.02%7,944 -2,996-27.4% -$14.91万 减仓
MMM 3M CO $39.57万0.02%2,444 -179-6.8% -$2.90万 减仓
XLC SELECT SECTOR SPDR TR $39.65万0.02%3,701 3,701— $39.65万 新建仓
RSPU INVESCO EXCHANGE TRADED FD T $39.68万0.02%4,891 2565.5% $2.08万 加仓
DIA STATE STR SPDR DOW JONES IND $40.28万0.02%771 -42-5.2% -$2.19万 减仓
STRL STERLING INFRASTRUCTURE INC $40.46万0.02%482 -35-6.8% -$2.94万 减仓
RDIV INVESCO EXCH TRADED FD TR II $40.72万0.02%7,020 4326.6% $2.51万 加仓
SMMD ISHARES TR $40.85万0.02%4,458 4,458— $40.85万 新建仓
CBOE CBOE GLOBAL MKTS INC $40.99万0.02%1,689 1,689— $40.99万 新建仓
DTCR GLOBAL X FDS $41.59万0.02%13,695 13,695— $41.59万 新建仓
COIN COINBASE GLOBAL INC $41.78万0.02%2,858 2318.8% $3.38万 加仓
USVM VICTORY PORTFOLIOS II $41.89万0.02%3,814 3128.9% $3.43万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $42.37万0.02%8,795 00.0% — 不变
— EAGLE POINT CR CO $42.91万0.02%115,347 1,8681.6% $6,949 加仓
BAC BANK OF AMER CORP $42.93万0.02%7,533 -666-8.1% -$3.80万 减仓
BALT INNOVATOR ETFS TRUST $43.57万0.02%12,713 -503-3.8% -$1.72万 减仓
TGRT T ROWE PRICE EXCHANGE-TRADED $43.73万0.02%9,565 00.0% — 不变
CAKE CHEESECAKE FACTORY INC $43.99万0.02%5,531 -271-4.7% -$2.16万 减仓
UPS UNITED PARCEL SVCS INC $44.15万0.02%4,107 -659-13.8% -$7.08万 减仓
SCHF SCHWAB STRATEGIC TR $44.59万0.02%16,098 -1,559-8.8% -$4.32万 减仓
QQEW FIRST TR EXCHANGE-TRADED FD $45.02万0.02%2,821 00.0% — 不变
COWG PACER FDS TR $45.35万0.02%11,297 -247-2.1% -$9,916 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $45.40万0.02%4,834 -1,066-18.1% -$10.01万 重新持有
CSX CSX CORP $45.41万0.02%9,554 -836-8.0% -$3.97万 减仓
BUYW NORTHERN LTS FD TR IV $45.68万0.02%31,612 2,1007.1% $3.03万 加仓
CLS CELESTICA INC $45.98万0.02%1,261 -49-3.7% -$1.79万 减仓
WTS WATTS WATER TECHNOLOGIES INC $46.08万0.02%1,177 20.2% $783 加仓
SJM SMUCKER J M CO $46.70万0.02%4,151 -78-1.8% -$8,775 减仓
VDC VANGUARD WORLD FD $47.32万0.02%2,099 -971-31.6% -$21.89万 减仓
PNC PNC FINL SVCS GROUP INC $47.58万0.02%1,932 191.0% $4,679 加仓
BCI ABRDN ETFS $47.82万0.02%21,407 1,3696.8% $3.06万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $48.25万0.02%7,480 -100-1.3% -$6,450 减仓
BUFF INNOVATOR ETFS TRUST $48.42万0.02%9,191 7759.2% $4.08万 加仓
XBI SPDR SERIES TRUST $48.79万0.02%3,083 -239-7.2% -$3.78万 减仓
BA BOEING CO $50.00万0.02%2,310 -430-15.7% -$9.31万 减仓
IRT INDEPENDENCE RLTY TR INC $50.21万0.02%30,083 -300-1.0% -$5,007 减仓
OKLO OKLO INC $50.29万0.02%9,611 1,38816.9% $7.26万 加仓
DDWM WISDOMTREE TR $50.32万0.02%10,897 6936.8% $3.20万 加仓
VO VANGUARD INDEX FDS $50.51万0.02%6,269 1,16922.9% $9.42万 加仓
MO ALTRIA GROUP INC $50.59万0.02%7,031 -244-3.4% -$1.76万 减仓
DVY ISHARES TR $51.00万0.02%3,263 70227.4% $10.97万 加仓
SPYI NEOS ETF TRUST $51.21万0.02%9,646 1,80323.0% $9.57万 加仓
FPX FIRST TR EXCHANGE-TRADED FD $51.50万0.02%2,498 1004.2% $2.06万 加仓
QCOM QUALCOMM INC $51.52万0.02%2,788 592.2% $1.09万 加仓
SPTS SPDR SERIES TRUST $52.70万0.02%18,166 -2,928-13.9% -$8.49万 减仓
SIL GLOBAL X FDS $52.79万0.02%6,815 -202-2.9% -$1.56万 减仓
XLG INVESCO EXCHANGE TRADED FD T $53.71万0.02%8,772 -14-0.2% -$857 减仓
OGE OGE ENERGY CORP $54.00万0.03%11,097 990.9% $4,817 加仓
SPTL SPDR SERIES TRUST $54.05万0.03%20,605 2,10711.4% $5.53万 加仓
— AIM ETF PRODUCTS TRUST $54.07万0.03%12,286 00.0% — 不变
AXP AMERICAN EXPRESS CO $54.19万0.03%1,602 -1,589-49.8% -$53.75万 减仓
APTV APTIV PLC $54.21万0.03%8,832 1431.6% $8,777 加仓
AMAT APPLIED MATLS INC $55.29万0.03%765 765— $55.29万 新建仓
BNDX VANGUARD CHARLOTTE FDS $55.40万0.03%11,439 1871.7% $9,056 加仓
WMK WEIS MKTS INC $55.75万0.03%7,119 -230-3.1% -$1.80万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $55.93万0.03%12,146 -73-0.6% -$3,362 减仓
DOX AMDOCS LTD $56.22万0.03%11,125 8127.9% $4.10万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $57.80万0.03%599 599— $57.80万 新建仓
JPSE J P MORGAN EXCHANGE TRADED F $58.25万0.03%9,681 5,421127.3% $32.62万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $59.74万0.03%21,859 21,859— $59.74万 新建仓
— FIRST TR EXCHNG TRADED FD VI $59.85万0.03%19,638 2551.3% $7,771 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $60.13万0.03%5,327 -767-12.6% -$8.66万 减仓
VEA VANGUARD TAX-MANAGED FDS $60.23万0.03%8,453 -152-1.8% -$1.08万 减仓
— TWO RDS SHARED TR $60.29万0.03%22,641 3,21516.5% $8.56万 加仓
IVW ISHARES TR $60.42万0.03%4,393 -19,414-81.5% -$267.00万 减仓
SPGP INVESCO EXCHANGE TRADED FD T $60.52万0.03%4,949 -19,407-79.7% -$237.32万 减仓
BNY BANK OF NY MELLON CORP $60.71万0.03%4,198 -1,188-22.1% -$17.18万 减仓
DFTX DEFINIUM THERAPEUTICS INC $61.15万0.03%13,000 00.0% — 不变
CVS CVS HEALTH CORP $61.18万0.03%5,914 -339-5.4% -$3.51万 减仓
WELL WELLTOWER INC $62.87万0.03%2,770 2,770— $62.87万 新建仓
IBTH ISHARES TR $63.12万0.03%28,215 4,73420.2% $10.59万 加仓
IGV ISHARES TR $63.29万0.03%6,985 -2,393-25.5% -$21.68万 减仓
VLO VALERO ENERGY CORP $63.52万0.03%2,439 100.4% $2,604 加仓
AOM ISHARES TR $63.78万0.03%12,784 -3,478-21.4% -$17.35万 减仓
VGSH VANGUARD SCOTTSDALE FDS $64.42万0.03%11,068 410.4% $2,386 加仓
IAI ISHARES TR $64.45万0.03%3,676 3,676— $64.45万 新建仓
— AIM ETF PRODUCTS TRUST $64.49万0.03%13,499 -330-2.4% -$1.58万 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $64.52万0.03%15,241 8015.5% $3.39万 加仓
IYZ ISHARES TR $64.76万0.03%15,307 15,307— $64.76万 新建仓
QQH NORTHERN LTS FD TR III $64.97万0.03%7,590 00.0% — 不变
DGRO ISHARES TR $65.02万0.03%8,579 -20,882-70.9% -$158.26万 减仓
ESGV VANGUARD WORLD FD $65.06万0.03%4,920 811.7% $1.07万 加仓
REMX VANECK ETF TRUST $65.53万0.03%7,405 -203-2.7% -$1.80万 减仓
KDP KEURIG DR PEPPER INC $65.89万0.03%20,132 -641-3.1% -$2.10万 减仓
QDPL PACER FDS TR $66.67万0.03%14,793 6,44077.1% $29.03万 加仓
VCSH VANGUARD SCOTTSDALE FDS $68.60万0.03%8,680 6988.7% $5.52万 加仓
— INNOVATOR ETFS TRUST $69.02万0.03%30,664 -4,750-13.4% -$10.69万 减仓
SDY SPDR SERIES TRUST $69.03万0.03%4,536 1443.3% $2.19万 加仓