MONETA GROUP INVESTMENT ADVISORS LLC
ST LOUIS MO · SEC CIK 0001120927
$135.16亿2026Q2 申报市值
882持仓数
47.0%前十大占比 · 第一大 8.4%
96 / 43新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHX 加仓+$3,913.55万
QLTY 加仓+$2,551.07万
IVV 加仓+$2,193.87万
IEFA 加仓+$2,185.99万
IEMG 加仓+$2,061.08万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$36.41亿
VO 减仓-$23.95亿
VOO 清仓-$17.97亿
IWF 减仓-$4.08亿
VGT 减仓-$9,001.47万
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $1.36亿 | 1.00% | 1,758,601 | 33,280 | 1.9% | $256.62万 | 加仓 |
| IWF | ISHARES TR | $1.36亿 | 1.01% | 1,095,395 | -3,288,861 | -75.0% | -$4.08亿 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.36亿 | 1.01% | 182,296 | -266 | -0.1% | -$19.86万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1.53亿 | 1.13% | 506,003 | -3,814 | -0.7% | -$115.61万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1.76亿 | 1.30% | 1,924,690 | 177,873 | 10.2% | $1,630.03万 | 加仓 |
| IVW | ISHARES TR | $1.77亿 | 1.31% | 1,288,834 | 3,099 | 0.2% | $42.62万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.79亿 | 1.32% | 2,337,589 | -441,338 | -15.9% | -$3,371.82万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.84亿 | 1.36% | 5,291,984 | 226,446 | 4.5% | $788.26万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.96亿 | 1.45% | 528,434 | -1,056 | -0.2% | -$39.08万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1.97亿 | 1.46% | 538,400 | 2,204 | 0.4% | $80.60万 | 加仓 |
| AAPL | APPLE INC | $2.16亿 | 1.59% | 744,798 | 35,476 | 5.0% | $1,026.53万 | 加仓 |
| IJR | ISHARES TR | $2.20亿 | 1.63% | 1,482,004 | 13,795 | 0.9% | $204.59万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2.24亿 | 1.66% | 1,135,535 | 45,417 | 4.2% | $897.44万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.25亿 | 1.67% | 6,662,859 | 228,663 | 3.6% | $773.80万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2.32亿 | 1.72% | 756,813 | 39,291 | 5.5% | $1,203.48万 | 加仓 |
| IEFA | ISHARES TR | $2.81亿 | 2.08% | 2,910,642 | 226,340 | 8.4% | $2,185.99万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $4.34亿 | 3.21% | 11,767,147 | 499,305 | 4.4% | $1,840.94万 | 加仓 |
| IVV | ISHARES TR | $4.34亿 | 3.21% | 580,170 | 29,295 | 5.3% | $2,193.87万 | 加仓 |
| IEMG | ISHARES INC | $4.81亿 | 3.56% | 5,808,597 | 248,803 | 4.5% | $2,061.08万 | 加仓 |
| VV | VANGUARD INDEX FDS | $4.92亿 | 3.64% | 1,429,481 | 59,791 | 4.4% | $2,056.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7.44亿 | 5.51% | 8,638,955 | -42,271,525 | -83.0% | -$36.41亿 | 减仓 |
| VTV | VANGUARD INDEX FDS | $7.50亿 | 5.55% | 3,442,447 | 70,931 | 2.1% | $1,545.80万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7.81亿 | 5.78% | 10,957,948 | 9,774 | 0.1% | $69.64万 | 加仓 |
| VO | VANGUARD INDEX FDS | $8.10亿 | 6.00% | 10,059,496 | -29,727,836 | -74.7% | -$23.95亿 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $11.39亿 | 8.43% | 38,698,661 | 1,329,784 | 3.6% | $3,913.55万 | 加仓 |