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
IDU ISHARES TR $31.85万0.01%2,779 -1,799-39.3% -$20.62万 减仓
UJAN INNOVATOR ETFS TRUST $31.63万0.01%6,977 -16,489-70.3% -$74.75万 减仓
XEXGX EATON VANCE TAX-MANAGED GLOB $31.58万0.01%32,191 -1,535-4.6% -$1.51万 减仓
— AIM ETF PRODUCTS TRUST $31.56万0.01%9,245 9,245— $31.56万 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC $31.33万0.01%3,640 300.8% $2,582 加仓
DELL DELL TECHNOLOGIES INC $31.11万0.01%721 721— $31.11万 新建仓
— INNOVATOR ETFS TRUST $30.75万0.01%7,481 -621-7.7% -$2.55万 减仓
— KRONOS WORLDWIDE INC $30.59万0.01%48,327 2,0894.5% $1.32万 加仓
EFG ISHARES TR $30.58万0.01%2,457 903.8% $1.12万 加仓
DBEF DBX ETF TR $30.50万0.01%5,583 -607-9.8% -$3.32万 减仓
TKR TIMKEN CO $30.37万0.01%2,090 60.3% $872 加仓
USTB VICTORY PORTFOLIOS II $30.36万0.01%5,998 -285-4.5% -$1.44万 减仓
AWK AMERICAN WTR WKS CO INC NEW $30.35万0.01%2,307 2,307— $30.35万 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $30.31万0.01%784 -2,349-75.0% -$90.80万 减仓
GNRC GENERAC HLDGS INC $30.28万0.01%1,034 1,034— $30.28万 新建仓
NEAR ISHARES U S ETF TR $30.28万0.01%5,976 -269-4.3% -$1.36万 减仓
DTM DT MIDSTREAM INC $30.02万0.01%2,046 00.0% — 不变
TOTL SSGA ACTIVE ETF TR $29.98万0.01%7,597 -117-1.5% -$4,618 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $29.52万0.01%6,485 00.0% — 不变
NBIS NEBIUS GROUP N.V. $29.44万0.01%1,066 1,066— $29.44万 新建仓
— ETF SER SOLUTIONS $29.31万0.01%7,493 -541-6.7% -$2.12万 减仓
CEG CONSTELLATION ENERGY CORP $29.28万0.01%1,179 322.8% $7,948 加仓
KRE SPDR SERIES TRUST $29.01万0.01%3,875 1173.1% $8,758 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $29.00万0.01%1,160 26629.8% $6.65万 重新持有
SSO PROSHARES TR $28.89万0.01%4,288 00.0% — 不变
CGGR CAPITAL GROUP GROWTH ETF $28.85万0.01%6,112 6,112— $28.85万 新建仓
SHLD GLOBAL X FDS $28.82万0.01%4,826 4,826— $28.82万 新建仓
PGR PROGRESSIVE CORP $28.57万0.01%1,308 -6-0.5% -$1,311 减仓
PSI INVESCO EXCHANGE TRADED FD T $28.55万0.01%1,520 1,520— $28.55万 新建仓
— FIRST TR EXCHNG TRADED FD VI $28.22万0.01%11,797 11,797— $28.22万 新建仓
— LISTED FDS TR $27.79万0.01%3,892 00.0% — 不变
MS MORGAN STANLEY $27.71万0.01%1,325 776.2% $1.61万 加仓
GNL GLOBAL NET LEASE INC $27.70万0.01%30,989 -8,771-22.1% -$7.84万 减仓
GDEC FIRST TR EXCHNG TRADED FD VI $27.54万0.01%6,918 -274-3.8% -$1.09万 减仓
WSM WILLIAMS SONOMA INC $27.53万0.01%1,181 -2-0.2% -$466 减仓
— FIRST TR EXCHNG TRADED FD VI $27.50万0.01%10,850 10,850— $27.50万 新建仓
XLRE SELECT SECTOR SPDR TR $27.48万0.01%6,241 6,241— $27.48万 新建仓
DIVO AMPLIFY ETF TR $27.46万0.01%6,009 -1,200-16.6% -$5.48万 减仓
FMHI FIRST TR EXCH TRADED FD III $27.44万0.01%5,659 5,659— $27.44万 新建仓
ORLY OREILLY AUTOMOTIVE INC $27.29万0.01%2,963 582.0% $5,341 加仓
— CATALYST PHARMACEUTICALS INC $27.14万0.01%8,634 -796-8.4% -$2.50万 减仓
ICLN ISHARES TR $27.04万0.01%13,195 6204.9% $1.27万 加仓
FIVA FIDELITY COVINGTON TRUST $27.00万0.01%7,010 3605.4% $1.39万 加仓
YYY AMPLIFY ETF TR $26.99万0.01%23,408 -150-0.6% -$1,730 减仓
SRCE 1ST SOURCE CORP $26.92万0.01%3,300 00.0% — 不变
CRM SALESFORCE INC $26.34万0.01%1,682 72675.9% $11.37万 重新持有
— FIRST TR EXCHNG TRADED FD VI $26.34万0.01%8,644 8,644— $26.34万 新建仓
PM PHILIP MORRIS INTL INC $26.31万0.01%1,454 -297-17.0% -$5.37万 减仓
HCA HCA HEALTHCARE INC $26.28万0.01%674 60.9% $2,339 加仓
TVAL T ROWE PRICE EXCHANGE-TRADED $26.25万0.01%6,298 00.0% — 不变
FPE FIRST TR EXCH TRADED FD III $26.02万0.01%14,553 14,553— $26.02万 新建仓
FTLS FIRST TR EXCH TRADED FD III $25.98万0.01%3,521 00.0% — 不变
GBIL GOLDMAN SACHS ETF TR $25.88万0.01%2,583 210.8% $2,104 加仓
ISTB ISHARES TR $25.65万0.01%5,316 00.0% — 不变
UBER UBER TECHNOLOGIES INC $25.54万0.01%3,539 88933.5% $6.42万 重新持有
WMB WILLIAMS COS INC $25.52万0.01%3,433 1484.5% $1.10万 加仓
UL UNILEVER PLC $25.32万0.01%4,212 -104-2.4% -$6,252 减仓
CRWV COREWEAVE INC $25.08万0.01%2,520 2,520— $25.08万 新建仓
VFMO VANGUARD WELLINGTON FD $25.02万0.01%1,003 1,003— $25.02万 新建仓
IYF ISHARES TR $24.73万0.01%1,940 19811.4% $2.52万 加仓
ES EVERSOURCE ENERGY $24.63万0.01%3,408 -1,878-35.5% -$13.57万 减仓
CIEN CIENA CORP $24.58万0.01%501 501— $24.58万 新建仓
SYLD CAMBRIA ETF TR $24.25万0.01%3,066 -432-12.3% -$3.42万 减仓
PJAN INNOVATOR ETFS TRUST $24.25万0.01%4,900 00.0% — 不变
EDIV SPDR INDEX SHS FDS $24.18万0.01%5,903 79115.5% $3.24万 加仓
FXL FIRST TR EXCHANGE-TRADED FD $23.85万0.01%1,098 -136-11.0% -$2.95万 重新持有
— DBX ETF TR $23.85万0.01%5,368 -157-2.8% -$6,975 减仓
HR HEALTHCARE RLTY TR $23.74万0.01%11,768 -52,037-81.6% -$104.95万 减仓
— BLACKROCK HEALTH SCIENCES TR $23.71万0.01%5,520 1051.9% $4,510 加仓
IYE ISHARES TR $23.70万0.01%4,188 1704.2% $9,619 加仓
OKTA OKTA INC $23.65万0.01%1,733 1,733— $23.65万 新建仓
CI THE CIGNA GROUP $23.21万0.01%842 -506-37.5% -$13.95万 减仓
EPD ENTERPRISE PRODS PARTNERS L $22.99万0.01%6,254 -149-2.3% -$5,477 减仓
IEZ ISHARES TR $22.98万0.01%8,541 8,541— $22.98万 新建仓
BKH BLACK HILLS CORP $22.92万0.01%3,080 1254.2% $9,300 加仓
PSX PHILLIPS 66 $22.89万0.01%1,354 262.0% $4,396 加仓
QDEC FIRST TR EXCHNG TRADED FD VI $22.87万0.01%6,422 6,422— $22.87万 新建仓
BWXT BWX TECHNOLOGIES INC $22.81万0.01%1,172 242.1% $4,672 加仓
MGNI MAGNITE INC $22.72万0.01%11,969 3102.7% $5,884 加仓
DRI DARDEN RESTAURANTS INC $22.68万0.01%1,101 1,101— $22.68万 新建仓
PJUN INNOVATOR ETFS TRUST $22.64万0.01%5,238 1402.7% $6,052 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $22.64万0.01%10,891 10,891— $22.64万 新建仓
— FIRST TR EXCHNG TRADED FD VI $22.61万0.01%9,677 9,677— $22.61万 新建仓
FHLC FIDELITY COVINGTON TRUST $22.50万0.01%2,913 40.1% $309 加仓
FOCT FIRST TR EXCHNG TRADED FD VI $22.31万0.01%4,266 00.0% — 不变
OMFL INVESCO EXCH TRD SLF IDX FD $22.12万0.01%3,228 -175-5.1% -$1.20万 重新持有
CARR CARRIER GLOBAL CORPORATION $22.12万0.01%3,015 3,015— $22.12万 新建仓
IGM ISHARES TR $22.09万0.01%1,351 -283-17.3% -$4.63万 重新持有
CFO VICTORY PORTFOLIOS II $22.08万0.01%2,757 -4,402-61.5% -$35.25万 减仓
FDX FEDEX CORP $21.98万0.01%702 00.0% — 不变
CTS CTS CORP $21.96万0.01%3,369 3,369— $21.96万 新建仓
IXJ ISHARES TR $21.83万0.01%2,219 50.2% $492 加仓
BELFB BEL FUSE INC $21.78万0.01%654 -1,271-66.0% -$42.33万 重新持有
VGK VANGUARD INTL EQUITY INDEX F $21.77万0.01%2,459 -33,684-93.2% -$298.24万 减仓
PH PARKER-HANNIFIN CORP $21.71万0.01%222 -12-5.1% -$1.17万 减仓
PCEF INVESCO EXCH TRADED FD TR II $21.68万0.01%10,677 -286-2.6% -$5,809 减仓
VYMI VANGUARD WHITEHALL FDS $21.48万0.01%2,187 -121-5.2% -$1.19万 减仓
— AIM ETF PRODUCTS TRUST $21.46万0.01%8,354 8,354— $21.46万 新建仓
SPHD INVESCO EXCH TRADED FD TR II $21.45万0.01%4,219 551.3% $2,796 加仓
— FIRST TR EXCHNG TRADED FD VI $21.37万0.01%8,529 8,529— $21.37万 新建仓