MONETA GROUP INVESTMENT ADVISORS LLC
ST LOUIS MO · SEC CIK 0001120927
$165.17亿2026Q1 申报市值
808持仓数
60.8%前十大占比 · 第一大 22.4%
59 / 41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
VUG 加仓+$31.07亿
VO 加仓+$5.45亿
IWF 加仓+$8,956.01万
VGT 加仓+$6,603.78万
SCHX 加仓+$3,943.06万
2026Q1 卖出最多 按季末市值估算
ADM 减仓-$3,334.06万
VOO 减仓-$1,781.89万
IEMG 减仓-$744.26万
VEA 减仓-$684.58万
EFG 减仓-$425.42万
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 |
|---|---|---|---|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC | $20.29万 | 0.00% | 3,383 | 3,383 | — | $20.29万 | 新建仓 |
| ALLE | ALLEGION PLC | $20.31万 | 0.00% | 1,398 | 13 | 0.9% | $1,889 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $20.36万 | 0.00% | 536 | 536 | — | $20.36万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $20.44万 | 0.00% | 7,682 | 7,682 | — | $20.44万 | 新建仓 |
| CADL | CANDEL THERAPEUTICS INC | $20.51万 | 0.00% | 41,867 | -650 | -1.5% | -$3,185 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $20.56万 | 0.00% | 9,493 | 78 | 0.8% | $1,689 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $20.58万 | 0.00% | 2,784 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $20.73万 | 0.00% | 2,618 | -100 | -3.7% | -$7,918 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $20.80万 | 0.00% | 1,262 | -3 | -0.2% | -$494 | 减仓 |
| ETHB | ISHARES STAKED ETHEREUM TR E | $20.84万 | 0.00% | 7,727 | 7,727 | — | $20.84万 | 新建仓 |
| TY | TRI CONTL CORP | $20.88万 | 0.00% | 6,609 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $20.88万 | 0.00% | 2,927 | -38 | -1.3% | -$2,711 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20.90万 | 0.00% | 6,529 | -1,155 | -15.0% | -$3.70万 | 减仓 |
| — | BELPOINTE PREP LLC | $20.93万 | 0.00% | 3,935 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $20.96万 | 0.00% | 6,913 | -1,948 | -22.0% | -$5.91万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $21.05万 | 0.00% | 21,176 | 21,176 | — | $21.05万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $21.08万 | 0.00% | 1,031 | 1,031 | — | $21.08万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $21.09万 | 0.00% | 4,222 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $21.20万 | 0.00% | 3,680 | 3,680 | — | $21.20万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $21.52万 | 0.00% | 1,088 | 1,088 | — | $21.52万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $21.53万 | 0.00% | 660 | -35 | -5.0% | -$1.14万 | 减仓 |
| — | LISTED FDS TR | $21.53万 | 0.00% | 6,049 | -89 | -1.4% | -$3,168 | 减仓 |
| — | BYRNA TECHNOLOGIES INC | $21.55万 | 0.00% | 23,475 | 23,475 | — | $21.55万 | 新建仓 |
| TPR | TAPESTRY INC | $21.62万 | 0.00% | 1,532 | 1,532 | — | $21.62万 | 新建仓 |
| PLXS | PLEXUS CORP | $21.65万 | 0.00% | 1,069 | 1,069 | — | $21.65万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $21.68万 | 0.00% | 6,106 | 1,009 | 19.8% | $3.58万 | 加仓 |
| DTE | DTE ENERGY CO | $21.68万 | 0.00% | 1,482 | 1,482 | — | $21.68万 | 新建仓 |
| XYZ | BLOCK INC | $21.68万 | 0.00% | 3,603 | 25 | 0.7% | $1,505 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $21.70万 | 0.00% | 1,918 | -105 | -5.2% | -$1.19万 | 减仓 |
| XME | SPDR SERIES TRUST | $21.71万 | 0.00% | 2,010 | 2,010 | — | $21.71万 | 新建仓 |
| WELL | WELLTOWER INC | $21.73万 | 0.00% | 1,099 | 1,099 | — | $21.73万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $21.73万 | 0.00% | 941 | -119 | -11.2% | -$2.75万 | 减仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $21.81万 | 0.00% | 19,737 | 19,737 | — | $21.81万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $21.84万 | 0.00% | 3,170 | -306 | -8.8% | -$2.11万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $21.98万 | 0.00% | 3,171 | -1,050 | -24.9% | -$7.28万 | 减仓 |
| MAS | MASCO CORP | $22.10万 | 0.00% | 3,662 | -1,405 | -27.7% | -$8.48万 | 减仓 |
| SMDV | PROSHARES TR | $22.20万 | 0.00% | 3,227 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $22.29万 | 0.00% | 1,404 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $22.53万 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $22.57万 | 0.00% | 8,722 | 74 | 0.9% | $1,915 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $22.62万 | 0.00% | 3,887 | 3,887 | — | $22.62万 | 新建仓 |
| — | HOLOGIC INC | $22.64万 | 0.00% | 2,995 | 53 | 1.8% | $4,007 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $22.80万 | 0.00% | 9,577 | 9,577 | — | $22.80万 | 新建仓 |
| IYK | ISHARES TR | $22.91万 | 0.00% | 3,272 | 32 | 1.0% | $2,241 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $23.01万 | 0.00% | 6,438 | 6,438 | — | $23.01万 | 新建仓 |
| INDA | ISHARES TR | $23.19万 | 0.00% | 4,952 | -140 | -2.7% | -$6,557 | 减仓 |
| GWW | WW GRAINGER INC | $23.23万 | 0.00% | 213 | -5 | -2.3% | -$5,454 | 减仓 |
| IXJ | ISHARES TR | $23.28万 | 0.00% | 2,489 | 240 | 10.7% | $2.24万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $23.35万 | 0.00% | 1,066 | 91 | 9.3% | $1.99万 | 加仓 |
| PPL | PPL CORP | $23.36万 | 0.00% | 6,114 | 91 | 1.5% | $3,476 | 加仓 |
| ACM | AECOM | $23.46万 | 0.00% | 2,766 | -450 | -14.0% | -$3.82万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $23.48万 | 0.00% | 1,007 | 15 | 1.5% | $3,498 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $23.53万 | 0.00% | 4,084 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $23.57万 | 0.00% | 1,649 | 1,649 | — | $23.57万 | 新建仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $23.64万 | 0.00% | 8,551 | 8,551 | — | $23.64万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $23.81万 | 0.00% | 5,095 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $23.86万 | 0.00% | 2,811 | 20 | 0.7% | $1,697 | 加仓 |
| NPO | ENPRO INC | $23.91万 | 0.00% | 954 | -273 | -22.2% | -$6.84万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $23.91万 | 0.00% | 5,950 | 5,950 | — | $23.91万 | 新建仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $23.96万 | 0.00% | 10,391 | -577 | -5.3% | -$1.33万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $24.05万 | 0.00% | 3,042 | -321 | -9.5% | -$2.54万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.07万 | 0.00% | 3,037 | 48 | 1.6% | $3,805 | 加仓 |
| POET | POET TECHNOLOGIES INC | $24.17万 | 0.00% | 40,683 | 17,150 | 72.9% | $10.19万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $24.17万 | 0.00% | 3,396 | -2,013 | -37.2% | -$14.33万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $24.22万 | 0.00% | 3,104 | 159 | 5.4% | $1.24万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $24.29万 | 0.00% | 69,008 | 31,140 | 82.2% | $10.96万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $24.30万 | 0.00% | 1,206 | -10 | -0.8% | -$2,015 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $24.40万 | 0.00% | 2,463 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $24.43万 | 0.00% | 7,535 | 78 | 1.0% | $2,529 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $24.46万 | 0.00% | 1,218 | 9 | 0.7% | $1,807 | 加仓 |
| GLDM | WORLD GOLD TR | $24.57万 | 0.00% | 2,651 | -24 | -0.9% | -$2,225 | 减仓 |
| CPRT | COPART INC | $24.58万 | 0.00% | 7,404 | -5,992 | -44.7% | -$19.89万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $24.64万 | 0.00% | 1,957 | 0 | 0.0% | — | 不变 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $24.82万 | 0.00% | 11,091 | -2,286 | -17.1% | -$5.12万 | 减仓 |
| FLR | FLUOR CORP | $24.93万 | 0.00% | 5,343 | 144 | 2.8% | $6,718 | 加仓 |
| PFFD | GLOBAL X FDS | $24.96万 | 0.00% | 13,563 | 13,563 | — | $24.96万 | 新建仓 |
| GNTX | GENTEX CORP | $24.96万 | 0.00% | 11,425 | -639 | -5.3% | -$1.40万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $24.97万 | 0.00% | 1,274 | -113 | -8.1% | -$2.21万 | 减仓 |
| FRDM | EA SERIES TRUST | $24.99万 | 0.00% | 4,572 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $25.00万 | 0.00% | 9,102 | 667 | 7.9% | $1.83万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $25.01万 | 0.00% | 1,979 | -175 | -8.1% | -$2.21万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $25.03万 | 0.00% | 8,347 | 3,488 | 71.8% | $10.46万 | 重新持有 |
| SCHO | SCHWAB STRATEGIC TR | $25.08万 | 0.00% | 10,335 | 342 | 3.4% | $8,300 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $25.14万 | 0.00% | 5,410 | 61 | 1.1% | $2,834 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $25.26万 | 0.00% | 3,053 | -1,026 | -25.2% | -$8.49万 | 减仓 |
| ETR | ENTERGY CORP NEW | $25.50万 | 0.00% | 2,270 | -129 | -5.4% | -$1.45万 | 减仓 |
| MDB | MONGODB INC | $25.50万 | 0.00% | 1,042 | -198 | -16.0% | -$4.85万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $25.51万 | 0.00% | 6,930 | -690 | -9.1% | -$2.54万 | 减仓 |
| — | NERDY INC | $25.54万 | 0.00% | 312,883 | 150,000 | 92.1% | $12.24万 | 加仓 |
| DOV | DOVER CORP | $25.56万 | 0.00% | 1,226 | 1 | 0.1% | $209 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $25.57万 | 0.00% | 3,599 | -6 | -0.2% | -$426 | 减仓 |
| CIEN | CIENA CORP | $25.66万 | 0.00% | 661 | 661 | — | $25.66万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $25.67万 | 0.00% | 4,367 | -156 | -3.4% | -$9,170 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $25.73万 | 0.00% | 3,709 | -1,045 | -22.0% | -$7.25万 | 减仓 |
| KRE | SPDR SERIES TRUST | $25.76万 | 0.00% | 3,954 | 81 | 2.1% | $5,278 | 加仓 |
| GHC | GRAHAM HLDGS CO | $25.80万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE PRICE ETF INC | $25.91万 | 0.00% | 7,066 | -845 | -10.7% | -$3.10万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $25.97万 | 0.00% | 2,050 | -44 | -2.1% | -$5,573 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.12万 | 0.00% | 4,167 | -144 | -3.3% | -$9,025 | 减仓 |
| GIS | GENERAL MILLS INC | $26.24万 | 0.00% | 7,049 | -15,265 | -68.4% | -$56.82万 | 减仓 |