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 |
|---|---|---|---|---|---|---|---|---|
| WRB | BERKLEY W R CORP | $26.29万 | 0.00% | 3,966 | -122 | -3.0% | -$8,086 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $26.52万 | 0.00% | 3,372 | 11 | 0.3% | $865 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $26.71万 | 0.00% | 3,552 | -1,292 | -26.7% | -$9.72万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $26.74万 | 0.00% | 947 | 947 | — | $26.74万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $26.85万 | 0.00% | 2,655 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $26.97万 | 0.00% | 5,738 | 0 | 0.0% | — | 不变 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $27.00万 | 0.00% | 25,890 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.03万 | 0.00% | 923 | 3 | 0.3% | $878 | 加仓 |
| TRMB | TRIMBLE INC | $27.10万 | 0.00% | 4,155 | -46 | -1.1% | -$3,001 | 减仓 |
| BAX | BAXTER INTL INC | $27.12万 | 0.00% | 16,145 | -2,052 | -11.3% | -$3.45万 | 减仓 |
| HSY | HERSHEY CO | $27.14万 | 0.00% | 1,305 | -322 | -19.8% | -$6.70万 | 减仓 |
| HPQ | HP INC | $27.28万 | 0.00% | 14,199 | 1,469 | 11.5% | $2.82万 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $27.31万 | 0.00% | 12,239 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $27.39万 | 0.00% | 1,669 | -197 | -10.6% | -$3.23万 | 减仓 |
| IWL | ISHARES TR | $27.40万 | 0.00% | 1,707 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $27.49万 | 0.00% | 3,601 | 3,601 | — | $27.49万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $27.51万 | 0.00% | 841 | 128 | 18.0% | $4.19万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $27.56万 | 0.00% | 4,169 | 4,169 | — | $27.56万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $27.56万 | 0.00% | 768 | 1 | 0.1% | $359 | 加仓 |
| TLT | ISHARES TR | $27.58万 | 0.00% | 3,182 | 637 | 25.0% | $5.52万 | 加仓 |
| NRG | NRG ENERGY INC | $27.77万 | 0.00% | 1,900 | -300 | -13.6% | -$4.39万 | 减仓 |
| XEL | XCEL ENERGY INC | $27.79万 | 0.00% | 3,498 | 492 | 16.4% | $3.91万 | 加仓 |
| — | VANECK ETF TRUST | $27.87万 | 0.00% | 3,080 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $27.93万 | 0.00% | 5,589 | -171 | -3.0% | -$8,544 | 减仓 |
| BWA | BORGWARNER INC | $28.12万 | 0.00% | 5,182 | 20 | 0.4% | $1,085 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $28.28万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $28.32万 | 0.00% | 11,114 | 19 | 0.2% | $484 | 加仓 |
| HAL | HALLIBURTON CO | $28.37万 | 0.00% | 7,277 | 7,277 | — | $28.37万 | 新建仓 |
| MTZ | MASTEC INC | $28.47万 | 0.00% | 885 | -182 | -17.1% | -$5.86万 | 减仓 |
| HYG | ISHARES TR | $28.49万 | 0.00% | 3,581 | -308 | -7.9% | -$2.45万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $28.57万 | 0.00% | 9,399 | 2,008 | 27.2% | $6.10万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $28.64万 | 0.00% | 2,333 | 70 | 3.1% | $8,593 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $28.86万 | 0.00% | 7,682 | -504 | -6.2% | -$1.89万 | 减仓 |
| CG | CARLYLE GROUP INC | $29.09万 | 0.00% | 6,012 | 156 | 2.7% | $7,549 | 加仓 |
| VLTO | VERALTO CORP | $29.12万 | 0.00% | 3,293 | 97 | 3.0% | $8,577 | 加仓 |
| IXN | ISHARES TR | $29.12万 | 0.00% | 2,913 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $29.17万 | 0.00% | 5,644 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $29.18万 | 0.00% | 4,318 | -13 | -0.3% | -$879 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $29.20万 | 0.00% | 14,847 | 14,847 | — | $29.20万 | 新建仓 |
| FISV | FISERV INC | $29.41万 | 0.00% | 5,271 | -30 | -0.6% | -$1,674 | 减仓 |
| CME | CME GROUP INC | $29.60万 | 0.00% | 1,002 | 35 | 3.6% | $1.03万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $29.62万 | 0.00% | 1,511 | 1,511 | — | $29.62万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $29.73万 | 0.00% | 2,370 | -42 | -1.7% | -$5,269 | 减仓 |
| ADSK | AUTODESK INC | $29.85万 | 0.00% | 1,247 | 215 | 20.8% | $5.15万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $29.86万 | 0.00% | 1,991 | 35 | 1.8% | $5,250 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $29.86万 | 0.00% | 2,680 | 70 | 2.7% | $7,800 | 加仓 |
| EZU | ISHARES INC | $30.00万 | 0.00% | 4,790 | -47 | -1.0% | -$2,944 | 减仓 |
| ARW | ARROW ELECTRS INC | $30.07万 | 0.00% | 2,097 | 106 | 5.3% | $1.52万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $30.21万 | 0.00% | 10,046 | -857 | -7.9% | -$2.58万 | 减仓 |
| DAL | DELTA AIR LINES INC | $30.23万 | 0.00% | 4,548 | -779 | -14.6% | -$5.18万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $30.26万 | 0.00% | 1,537 | 212 | 16.0% | $4.17万 | 加仓 |
| UL | UNILEVER PLC | $30.59万 | 0.00% | 5,370 | -640 | -10.6% | -$3.65万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $31.02万 | 0.00% | 3,369 | 98 | 3.0% | $9,023 | 加仓 |
| EQT | EQT CORP | $31.24万 | 0.00% | 4,908 | 4,908 | — | $31.24万 | 新建仓 |
| BP | BP PLC | $31.52万 | 0.00% | 6,705 | 111 | 1.7% | $5,217 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $31.61万 | 0.00% | 3,058 | 526 | 20.8% | $5.44万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $31.71万 | 0.00% | 6,913 | 191 | 2.8% | $8,761 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $31.89万 | 0.00% | 4,137 | -2,798 | -40.3% | -$21.57万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $31.93万 | 0.00% | 8,345 | 552 | 7.1% | $2.11万 | 加仓 |
| MET | METLIFE INC | $31.99万 | 0.00% | 4,523 | -119 | -2.6% | -$8,416 | 减仓 |
| EFAV | ISHARES TR | $32.22万 | 0.00% | 3,526 | 68 | 2.0% | $6,213 | 加仓 |
| HYMB | SPDR SERIES TRUST | $32.23万 | 0.00% | 12,994 | -1,572 | -10.8% | -$3.90万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $32.29万 | 0.00% | 3,806 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $32.29万 | 0.00% | 3,271 | 3,271 | — | $32.29万 | 新建仓 |
| — | BITWISE ETHEREUM ETF | $32.42万 | 0.00% | 21,612 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $32.68万 | 0.00% | 6,479 | 3 | 0.0% | $151 | 加仓 |
| CBRE | CBRE GROUP INC | $32.81万 | 0.00% | 2,422 | 19 | 0.8% | $2,574 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $32.95万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $33.11万 | 0.00% | 2,505 | -91 | -3.5% | -$1.20万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $33.14万 | 0.00% | 6,859 | 863 | 14.4% | $4.17万 | 加仓 |
| ISCG | ISHARES TR | $33.19万 | 0.00% | 6,056 | 618 | 11.4% | $3.39万 | 加仓 |
| HUBS | HUBSPOT INC | $33.37万 | 0.00% | 1,367 | 63 | 4.8% | $1.54万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $33.47万 | 0.00% | 14,170 | 152 | 1.1% | $3,590 | 加仓 |
| PAYX | PAYCHEX INC | $33.59万 | 0.00% | 3,647 | -152 | -4.0% | -$1.40万 | 减仓 |
| GGG | GRACO INC | $33.60万 | 0.00% | 3,969 | -360 | -8.3% | -$3.05万 | 减仓 |
| ETOR | ETORO GROUP LTD | $34.42万 | 0.00% | 11,461 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $34.45万 | 0.00% | 2,037 | -435 | -17.6% | -$7.36万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $34.52万 | 0.00% | 1,074 | 2 | 0.2% | $643 | 加仓 |
| IYY | ISHARES TR | $35.14万 | 0.00% | 2,218 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $35.30万 | 0.00% | 7,740 | -3,063 | -28.4% | -$13.97万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $35.32万 | 0.00% | 3,292 | 154 | 4.9% | $1.65万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $35.40万 | 0.00% | 28,294 | 2,944 | 11.6% | $3.68万 | 加仓 |
| EXC | EXELON CORP | $35.43万 | 0.00% | 7,229 | 383 | 5.6% | $1.88万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $35.77万 | 0.00% | 5,259 | -95 | -1.8% | -$6,462 | 减仓 |
| TTE | TOTALENERGIES SE | $36.07万 | 0.00% | 3,965 | -207 | -5.0% | -$1.88万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $36.08万 | 0.00% | 5,396 | 169 | 3.2% | $1.13万 | 加仓 |
| ADT | ADT INC DEL | $36.09万 | 0.00% | 54,932 | 32 | 0.1% | $210 | 加仓 |
| SR | SPIRE INC | $36.24万 | 0.00% | 4,003 | 1,108 | 38.3% | $10.03万 | 加仓 |
| MLN | VANECK ETF TRUST | $36.28万 | 0.00% | 20,802 | -996 | -4.6% | -$1.74万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $36.33万 | 0.00% | 2,430 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $36.35万 | 0.00% | 1,157 | -150 | -11.5% | -$4.71万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $36.82万 | 0.00% | 24,467 | 2,803 | 12.9% | $4.22万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $36.95万 | 0.00% | 478 | 51 | 11.9% | $3.94万 | 加仓 |
| VST | VISTRA CORP | $37.04万 | 0.00% | 2,464 | -1,194 | -32.6% | -$17.95万 | 减仓 |
| KARO | KAROOOOO LTD | $37.27万 | 0.00% | 7,477 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $37.39万 | 0.00% | 8,012 | 901 | 12.7% | $4.21万 | 加仓 |
| TBIL | RBB FD INC | $37.52万 | 0.00% | 7,526 | 601 | 8.7% | $3.00万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $37.70万 | 0.00% | 4,598 | 51 | 1.1% | $4,181 | 加仓 |
| POST | POST HLDGS INC | $37.73万 | 0.00% | 3,816 | -444 | -10.4% | -$4.39万 | 减仓 |
| AZN | ASTRAZENECA PLC | $37.77万 | 0.00% | 1,915 | 1,915 | — | $37.77万 | 新建仓 |