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
SPDW SPDR INDEX SHS FDS $456.18万0.21%90,530 36,62267.9% $184.54万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $451.97万0.21%9,032 5065.9% $25.32万 加仓
GLD SPDR GOLD TR $438.81万0.20%11,912 3,10535.3% $114.38万 加仓
BLV VANGUARD BD INDEX FDS $438.79万0.20%63,658 -8,280-11.5% -$57.07万 减仓
GD GENERAL DYNAMICS CORP $438.17万0.20%12,369 -61-0.5% -$2.16万 减仓
MDT MEDTRONIC PLC $431.68万0.20%55,181 -7,933-12.6% -$62.06万 减仓
QQQM INVESCO EXCH TRADED FD TR II $431.13万0.20%14,230 2,16618.0% $65.62万 加仓
CL COLGATE PALMOLIVE CO $426.37万0.20%46,506 -19,444-29.5% -$178.26万 减仓
SKYY FIRST TR EXCHANGE-TRADED FD $425.17万0.20%31,597 -495-1.5% -$6.66万 减仓
HP HELMERICH & PAYNE INC $424.70万0.20%129,718 -575-0.4% -$1.88万 减仓
DOCT FIRST TR EXCHNG TRADED FD VI $421.74万0.20%90,348 2,5372.9% $11.84万 加仓
GOOGL ALPHABET INC $419.94万0.19%11,751 5184.6% $18.51万 加仓
MRK MERCK & CO INC $418.59万0.19%32,575 13,83873.9% $177.82万 加仓
IXN ISHARES TR $411.19万0.19%28,460 -1,493-5.0% -$21.57万 减仓
XLE SELECT SECTOR SPDR TR $410.15万0.19%77,227 -6,221-7.5% -$33.04万 减仓
DE DEERE & CO $409.18万0.19%6,451 -89-1.4% -$5.65万 减仓
GDXJ VANECK ETF TRUST $404.24万0.19%41,144 4011.0% $3.94万 加仓
SCHV SCHWAB STRATEGIC TR $399.84万0.19%114,863 4110.4% $1.43万 加仓
ED CONSOLIDATED EDISON INC $396.13万0.18%35,807 15,42075.6% $170.59万 加仓
CMCSA COMCAST CORP NEW $392.00万0.18%159,674 11,8368.0% $29.06万 加仓
XLV SELECT SECTOR SPDR TR $389.25万0.18%24,533 -183,737-88.2% -$2,915.21万 减仓
AVGO BROADCOM INC $384.72万0.18%10,185 -2,113-17.2% -$79.82万 减仓
SRLN SSGA ACTIVE ETF TR $383.74万0.18%95,244 95,244— $383.74万 新建仓
CMI CUMMINS INC $383.65万0.18%5,379 -242-4.3% -$17.26万 减仓
PEP PEPSICO INC $380.23万0.18%28,082 6,85932.3% $92.87万 加仓
KR KROGER CO $377.99万0.18%68,070 17,88035.6% $99.29万 加仓
MOAT VANECK ETF TRUST $375.47万0.17%36,116 -3,363-8.5% -$34.96万 减仓
JPM JPMORGAN CHASE & CO $370.99万0.17%11,334 -17-0.1% -$5,565 减仓
PMMF BLACKROCK ETF TRUST $365.21万0.17%36,408 3531.0% $3.54万 加仓
ILCG ISHARES TR $363.83万0.17%31,091 -13,451-30.2% -$157.41万 减仓
CHAT TIDAL TRUST II $357.72万0.17%36,251 18,564105.0% $183.19万 加仓
BAB INVESCO EXCH TRADED FD TR II $357.51万0.17%133,199 2,9182.2% $7.83万 加仓
COWZ PACER FDS TR $350.64万0.16%56,373 -51,286-47.6% -$319.00万 减仓
DDOG DATADOG INC $345.78万0.16%13,281 10.0% $260 加仓
ACN ACCENTURE PLC IRELAND $341.52万0.16%27,445 14,488111.8% $180.29万 加仓
AMGN AMGEN INC $340.45万0.16%9,402 901.0% $3.26万 加仓
SLV ISHARES SILVER TR $337.17万0.16%63,057 -16,504-20.7% -$88.25万 减仓
T AT&T INC $329.08万0.15%158,975 -51,168-24.3% -$105.92万 减仓
VONV VANGUARD SCOTTSDALE FDS $326.83万0.15%30,744 3,37112.3% $35.84万 加仓
MUB ISHARES TR $313.27万0.15%29,109 2,66110.1% $28.64万 加仓
COST COSTCO WHOLESALE CORPORATION $311.47万0.14%3,330 -52-1.5% -$4.86万 减仓
MGK VANGUARD WORLD FD $310.23万0.14%35,290 3951.1% $3.47万 加仓
LNT ALLIANT ENERGY CORP $308.88万0.14%40,487 -40,648-50.1% -$310.11万 减仓
SBUX STARBUCKS CORP $306.28万0.14%29,972 -1,927-6.0% -$19.69万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $300.41万0.14%61,736 47,297327.6% $230.15万 加仓
O REALTY INCOME CORP $299.47万0.14%48,332 27,223129.0% $168.67万 加仓
XLU SELECT SECTOR SPDR TR $295.54万0.14%65,183 1,2872.0% $5.84万 加仓
NOC NORTHROP GRUMMAN CORP $294.69万0.14%5,786 2,59981.6% $132.37万 加仓
HOG HARLEY DAVIDSON INC $287.16万0.13%117,398 4,5654.0% $11.17万 加仓
AZN ASTRAZENECA PLC $284.18万0.13%15,188 -613-3.9% -$11.47万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $277.08万0.13%71,542 71,542— $277.08万 新建仓
NOMD NOMAD FOODS LTD $275.01万0.13%251,155 17,2727.4% $18.91万 加仓
VIK VIKING HOLDINGS LTD $270.71万0.13%25,863 3251.3% $3.40万 加仓
PECO PHILLIPS EDISON & CO INC $269.23万0.12%64,689 -3,711-5.4% -$15.45万 减仓
SCHD SCHWAB STRATEGIC TR $269.10万0.12%84,864 3,3734.1% $10.70万 加仓
OZK BANK OZK LITTLE ROCK ARK $264.93万0.12%50,860 1,7263.5% $8.99万 加仓
— DIMENSIONAL ETF TRUST $259.60万0.12%37,139 -623-1.6% -$4.35万 减仓
LMT LOCKHEED MARTIN CORP $256.85万0.12%5,042 -2,587-33.9% -$131.78万 减仓
JHSC JOHN HANCOCK EXCHANGE TRADED $256.61万0.12%52,845 -9,688-15.5% -$47.04万 减仓
RBRK RUBRIK INC. $254.13万0.12%31,655 -278-0.9% -$2.23万 减仓
IYK ISHARES TR $253.07万0.12%34,829 -383-1.1% -$2.78万 减仓
VGT VANGUARD WORLD FD $252.93万0.12%21,163 -821-3.7% -$9.81万 减仓
IYH ISHARES TR $250.82万0.12%37,430 3100.8% $2.08万 加仓
BIL SPDR SERIES TRUST $250.40万0.12%27,324 -917-3.2% -$8.40万 减仓
PYPL PAYPAL HLDGS INC $250.11万0.12%57,923 23,28767.2% $100.55万 加仓
IFRA ISHARES TR $249.69万0.12%39,608 2670.7% $1.68万 加仓
AEM AGNICO EAGLE MINES LTD $245.65万0.11%15,835 -15-0.1% -$2,327 减仓
VIST VISTA ENERGY S.A.B. DE C.V. $245.26万0.11%38,442 -303-0.8% -$1.93万 减仓
MSI MOTOROLA SOLUTIONS INC $244.33万0.11%5,883 3,962206.2% $164.55万 加仓
TSLA TESLA INC $241.05万0.11%5,731 -10-0.2% -$4,206 减仓
CB CHUBB LIMITED $240.83万0.11%7,068 3,11378.7% $106.07万 加仓
SDOG ALPS ETF TR $239.96万0.11%35,174 -473-1.3% -$3.23万 减仓
AKAM AKAMAI TECHNOLOGIES INC $239.67万0.11%20,275 -583-2.8% -$6.89万 减仓
AEP AMERICAN ELEC PWR CO INC $237.18万0.11%17,336 17,336— $237.18万 新建仓
CASY CASEYS GEN STORES INC $236.05万0.11%2,970 451.5% $3.58万 加仓
COP CONOCOPHILLIPS $234.30万0.11%22,538 6973.2% $7.25万 加仓
V VISA INC $234.07万0.11%6,822 5699.1% $19.52万 加仓
SYY SYSCO CORP $233.19万0.11%27,900 -771-2.7% -$6.44万 减仓
VLU SPDR SERIES TRUST $231.99万0.11%9,739 -310-3.1% -$7.38万 减仓
IEI ISHARES TR $231.90万0.11%19,745 1,7129.5% $20.11万 加仓
ORCL ORACLE CORP $227.54万0.11%15,527 -177-1.1% -$2.59万 减仓
— EXXON MOBIL CORP $225.27万0.10%16,477 -1,735-9.5% -$23.72万 减仓
KHPI MANAGED PORTFOLIO SER $224.64万0.10%87,002 -2,663-3.0% -$6.88万 减仓
RGLD ROYAL GOLD INC $219.67万0.10%11,005 -6-0.1% -$1,198 减仓
TIP ISHARES TR $219.24万0.10%20,035 9264.8% $10.13万 加仓
FBCG FIDELITY COVINGTON TRUST $218.43万0.10%35,168 7,00424.9% $43.50万 加仓
AFL AFLAC INC $217.23万0.10%18,527 4,26929.9% $50.05万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $214.86万0.10%85,706 85,706— $214.86万 新建仓
XMVM INVESCO EXCHANGE TRADED FD T $214.51万0.10%30,247 -793-2.6% -$5.62万 减仓
RSG REPUBLIC SVCS INC $214.10万0.10%10,048 6987.5% $14.87万 加仓
VUG VANGUARD INDEX FDS $209.18万0.10%24,284 1,7487.8% $15.06万 加仓
FSMD FIDELITY COVINGTON TRUST $208.09万0.10%39,373 7,44723.3% $39.36万 加仓
VST VISTRA CORP $205.97万0.10%12,985 1,32011.3% $20.94万 加仓
MDLZ MONDELEZ INTL INC $205.35万0.10%35,504 -20,713-36.8% -$119.80万 减仓
URA GLOBAL X FDS $204.90万0.09%46,888 8361.8% $3.65万 加仓
FRMI FERMI INC $203.50万0.09%222,166 25,67813.1% $23.52万 加仓
YELP YELP INC $203.34万0.09%82,927 14,84721.8% $36.40万 加仓
NOBL PROSHARES TR $203.02万0.09%36,149 -145,059-80.1% -$814.67万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $200.70万0.09%11,796 2822.4% $4.80万 加仓
RWL INVESCO EXCH TRADED FD TR II $200.33万0.09%15,680 -223-1.4% -$2.85万 减仓