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 |
|---|---|---|---|---|---|---|---|---|
| SVAL | ISHARES TR | $9,893.88万 | 5.47% | 2,753,087 | 454,383 | 19.8% | $1,632.93万 | 重新持有 |
| SPMO | INVESCO EXCH TRADED FD TR II | $6,947.99万 | 3.84% | 619,748 | -395,985 | -39.0% | -$4,439.39万 | 减仓 |
| IWS | ISHARES TR | $6,262.19万 | 3.46% | 429,682 | -27,437 | -6.0% | -$399.87万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,113.17万 | 3.38% | 102,303 | 4,778 | 4.9% | $285.51万 | 加仓 |
| IEMG | ISHARES INC | $4,311.44万 | 2.38% | 618,127 | 618,127 | — | $4,311.44万 | 新建仓 |
| MAGS | LISTED FDS TR | $3,787.32万 | 2.09% | 653,662 | -527,194 | -44.6% | -$3,054.56万 | 减仓 |
| AAPL | APPLE INC | $3,634.44万 | 2.01% | 143,206 | 1,294 | 0.9% | $32.84万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $3,146.93万 | 1.74% | 194,579 | 174,558 | 871.9% | $2,823.13万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $3,053.44万 | 1.69% | 208,270 | 191,656 | 1,153.6% | $2,809.87万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,698.58万 | 1.49% | 546,602 | 536,771 | 5,460.0% | $2,650.04万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,661.99万 | 1.47% | 138,703 | 21,229 | 18.1% | $407.43万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2,488.54万 | 1.38% | 314,766 | 18,907 | 6.4% | $149.48万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,332.13万 | 1.29% | 157,470 | 4,404 | 2.9% | $65.22万 | 加仓 |
| IEFA | ISHARES TR | $2,231.06万 | 1.23% | 246,444 | 8,771 | 3.7% | $79.40万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,948.90万 | 1.08% | 760,696 | 4,470 | 0.6% | $11.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,928.62万 | 1.07% | 52,101 | 1,942 | 3.9% | $71.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,850.89万 | 1.02% | 106,129 | -2,870 | -2.6% | -$50.05万 | 减仓 |
| IJR | ISHARES TR | $1,670.43万 | 0.92% | 134,376 | 3,207 | 2.4% | $39.87万 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC | $1,652.09万 | 0.91% | 391,214 | 21,150 | 5.7% | $89.32万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,627.83万 | 0.90% | 122,485 | -915 | -0.7% | -$12.16万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,505.35万 | 0.83% | 617,202 | 2,193 | 0.4% | $5.35万 | 加仓 |
| SHY | ISHARES TR | $1,383.88万 | 0.77% | 167,601 | 114,280 | 214.3% | $943.61万 | 加仓 |
| IVV | ISHARES TR | $1,331.01万 | 0.74% | 20,377 | 89 | 0.4% | $5.81万 | 加仓 |
| LLY | ELI LILLY & CO | $1,292.60万 | 0.71% | 14,054 | 371 | 2.7% | $34.12万 | 加仓 |
| AGG | ISHARES TR | $1,265.71万 | 0.70% | 127,502 | 2,438 | 1.9% | $24.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,250.02万 | 0.69% | 51,138 | 886 | 1.8% | $21.66万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,235.89万 | 0.68% | 365,973 | 8,823 | 2.5% | $29.80万 | 加仓 |
| USMV | ISHARES TR | $1,191.56万 | 0.66% | 128,484 | 4,865 | 3.9% | $45.12万 | 加仓 |
| SGOV | ISHARES TR | $1,154.01万 | 0.64% | 114,644 | 62,702 | 120.7% | $631.16万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,129.97万 | 0.62% | 209,059 | 7,650 | 3.8% | $41.35万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,112.97万 | 0.62% | 79,857 | -6,248 | -7.3% | -$87.08万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,100.91万 | 0.61% | 355,590 | 19,133 | 5.7% | $59.24万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $1,043.54万 | 0.58% | 231,641 | -6,511 | -2.7% | -$29.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,032.81万 | 0.57% | 15,881 | 3,383 | 27.1% | $220.01万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $996.48万 | 0.55% | 47,157 | -2,072 | -4.2% | -$43.78万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $994.38万 | 0.55% | 121,295 | 26,624 | 28.1% | $218.26万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $988.77万 | 0.55% | 129,183 | -53,122 | -29.1% | -$406.60万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $979.36万 | 0.54% | 276,345 | 25,056 | 10.0% | $88.80万 | 加仓 |
| AMZN | AMAZON COM INC | $969.02万 | 0.54% | 46,527 | 1,258 | 2.8% | $26.20万 | 加仓 |
| NOBL | PROSHARES TR | $960.50万 | 0.53% | 90,604 | 52,767 | 139.5% | $559.38万 | 加仓 |
| — | FONAR CORP | $923.33万 | 0.51% | 497,482 | -13,190 | -2.6% | -$24.48万 | 减仓 |
| ABBV | ABBVIE INC | $923.19万 | 0.51% | 42,448 | 463 | 1.1% | $10.07万 | 加仓 |
| GDX | VANECK ETF TRUST | $877.56万 | 0.49% | 95,626 | 6,968 | 7.9% | $63.95万 | 加仓 |
| TBIL | RBB FD INC | $873.49万 | 0.48% | 175,189 | 4,665 | 2.7% | $23.26万 | 加仓 |
| KO | COCA COLA CO | $852.22万 | 0.47% | 112,060 | 5,197 | 4.9% | $39.52万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $849.07万 | 0.47% | 58,784 | 3,047 | 5.5% | $44.01万 | 加仓 |
| WMT | WALMART INC | $845.47万 | 0.47% | 68,029 | 4,645 | 7.3% | $57.73万 | 加仓 |
| GOOG | ALPHABET INC | $833.99万 | 0.46% | 29,073 | 1,172 | 4.2% | $33.62万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $767.65万 | 0.42% | 255,287 | 7,892 | 3.2% | $23.73万 | 加仓 |
| IXUS | ISHARES TR | $765.47万 | 0.42% | 88,350 | -191 | -0.2% | -$1.65万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $759.29万 | 0.42% | 57,987 | 2,274 | 4.1% | $29.78万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $738.10万 | 0.41% | 50,458 | -1,989 | -3.8% | -$29.10万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $733.03万 | 0.41% | 26,380 | -201 | -0.8% | -$5.59万 | 减仓 |
| GLW | CORNING INC | $725.44万 | 0.40% | 53,353 | -2,520 | -4.5% | -$34.26万 | 减仓 |
| SMH | VANECK ETF TRUST | $717.15万 | 0.40% | 18,705 | 240 | 1.3% | $9.20万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $716.35万 | 0.40% | 152,155 | 77,614 | 104.1% | $365.41万 | 加仓 |
| PFE | PFIZER INC | $713.90万 | 0.39% | 254,239 | 5,306 | 2.1% | $14.90万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $699.09万 | 0.39% | 72,467 | 10,408 | 16.8% | $100.41万 | 加仓 |
| IJH | ISHARES TR | $698.11万 | 0.39% | 103,378 | 5,627 | 5.8% | $38.00万 | 加仓 |
| MCD | MCDONALDS CORP | $684.57万 | 0.38% | 22,027 | -3,606 | -14.1% | -$112.07万 | 减仓 |
| CSCO | CISCO SYS INC | $683.07万 | 0.38% | 88,035 | -597 | -0.7% | -$4.63万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $681.59万 | 0.38% | 120,253 | 39,704 | 49.3% | $225.04万 | 加仓 |
| COWZ | PACER FDS TR | $673.51万 | 0.37% | 107,659 | 72,455 | 205.8% | $453.28万 | 加仓 |
| HD | HOME DEPOT INC | $641.01万 | 0.35% | 19,490 | 1,093 | 5.9% | $35.95万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $626.24万 | 0.35% | 112,796 | 39,459 | 53.8% | $219.08万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $623.33万 | 0.34% | 124,169 | 487 | 0.4% | $2.44万 | 加仓 |
| SO | SOUTHERN CO | $609.44万 | 0.34% | 63,141 | 3,215 | 5.4% | $31.03万 | 加仓 |
| T | AT&T INC | $609.20万 | 0.34% | 210,143 | 1,131 | 0.5% | $3.28万 | 加仓 |
| ANGL | VANECK ETF TRUST | $598.01万 | 0.33% | 208,220 | 8,046 | 4.0% | $23.11万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $582.22万 | 0.32% | 81,135 | 3,152 | 4.0% | $22.62万 | 加仓 |
| IEF | ISHARES TR | $575.09万 | 0.32% | 60,256 | -80,321 | -57.1% | -$766.59万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $570.49万 | 0.32% | 112,724 | 72,304 | 178.9% | $365.93万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $562.09万 | 0.31% | 65,950 | 1,756 | 2.7% | $14.97万 | 加仓 |
| CAT | CATERPILLAR INC | $556.49万 | 0.31% | 7,855 | -3,311 | -29.7% | -$234.57万 | 减仓 |
| MDT | MEDTRONIC PLC | $546.88万 | 0.30% | 63,114 | 22,269 | 54.5% | $192.96万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $542.86万 | 0.30% | 22,396 | 1,180 | 5.6% | $28.60万 | 加仓 |
| SLV | ISHARES SILVER TR | $542.13万 | 0.30% | 79,561 | 18,320 | 29.9% | $124.83万 | 加仓 |
| WM | WASTE MGMT INC DEL | $515.21万 | 0.28% | 22,421 | 1,199 | 5.6% | $27.55万 | 加仓 |
| DIVB | ISHARES TR | $514.09万 | 0.28% | 95,291 | -892 | -0.9% | -$4.81万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $511.21万 | 0.28% | 83,448 | 9,063 | 12.2% | $55.52万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $499.93万 | 0.28% | 171,621 | 43,738 | 34.2% | $127.41万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $494.79万 | 0.27% | 71,938 | 727 | 1.0% | $5.00万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $489.76万 | 0.27% | 22,773 | 108 | 0.5% | $2.32万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $489.07万 | 0.27% | 40,743 | 1,559 | 4.0% | $18.71万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $481.20万 | 0.27% | 24,526 | -128 | -0.5% | -$2.51万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $469.45万 | 0.26% | 130,293 | -5,533 | -4.1% | -$19.94万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $461.17万 | 0.26% | 152,605 | 139,129 | 1,032.4% | $420.45万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $461.10万 | 0.25% | 7,629 | 97 | 1.3% | $5.86万 | 加仓 |
| NVO | NOVO-NORDISK A S | $452.98万 | 0.25% | 123,261 | 8,260 | 7.2% | $30.36万 | 加仓 |
| META | META PLATFORMS INC | $451.37万 | 0.25% | 7,889 | -138 | -1.7% | -$7.90万 | 减仓 |
| IYY | ISHARES TR | $449.40万 | 0.25% | 28,362 | -268 | -0.9% | -$4.25万 | 减仓 |
| SOXX | ISHARES TR | $444.28万 | 0.25% | 13,518 | -258 | -1.9% | -$8.48万 | 减仓 |
| — | HONEYWELL INTL INC | $441.72万 | 0.24% | 19,543 | 380 | 2.0% | $8.59万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $433.68万 | 0.24% | 28,698 | -290 | -1.0% | -$4.38万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $433.14万 | 0.24% | 44,239 | 4,763 | 12.1% | $46.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $432.39万 | 0.24% | 21,255 | 48 | 0.2% | $9,765 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $426.63万 | 0.24% | 12,430 | 374 | 3.1% | $12.84万 | 加仓 |
| ILCG | ISHARES TR | $425.28万 | 0.24% | 44,542 | -5,799 | -11.5% | -$55.37万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $424.44万 | 0.23% | 147,838 | 18,833 | 14.6% | $54.07万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $424.26万 | 0.23% | 13,225 | 38 | 0.3% | $1.22万 | 加仓 |