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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $38.27万 | 0.00% | 2,434 | -581 | -19.3% | -$9.14万 | 减仓 |
| IUSB | ISHARES TR | $38.78万 | 0.00% | 8,395 | 8,395 | — | $38.78万 | 新建仓 |
| ONC | BEONE MEDICINES LTD | $38.81万 | 0.00% | 1,307 | 1,307 | — | $38.81万 | 新建仓 |
| IGRO | ISHARES TR | $38.88万 | 0.00% | 4,641 | -374 | -7.5% | -$3.13万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $39.04万 | 0.00% | 23,778 | 2,448 | 11.5% | $4.02万 | 加仓 |
| IEUR | ISHARES TR | $39.14万 | 0.00% | 5,570 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $39.38万 | 0.00% | 6,369 | -26 | -0.4% | -$1,607 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $39.58万 | 0.00% | 11,167 | -7,957 | -41.6% | -$28.20万 | 减仓 |
| SNDK | SANDISK CORP | $39.61万 | 0.00% | 623 | 623 | — | $39.61万 | 新建仓 |
| TDVG | T ROWE PRICE ETF INC | $40.05万 | 0.00% | 8,973 | 508 | 6.0% | $2.27万 | 加仓 |
| COWG | PACER FDS TR | $40.26万 | 0.00% | 11,932 | 6,010 | 101.5% | $20.28万 | 重新持有 |
| AVLV | AMERICAN CENTY ETF TR | $40.65万 | 0.00% | 5,042 | -950 | -15.9% | -$7.66万 | 减仓 |
| PWR | QUANTA SVCS INC | $40.70万 | 0.00% | 741 | -172 | -18.8% | -$9.45万 | 减仓 |
| BG | BUNGE GLOBAL SA | $40.70万 | 0.00% | 3,200 | -2,997 | -48.4% | -$38.12万 | 减仓 |
| WSO | WATSCO INC | $40.70万 | 0.00% | 1,119 | -41 | -3.5% | -$1.49万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $40.90万 | 0.00% | 1,533 | 3 | 0.2% | $800 | 加仓 |
| IOT | SAMSARA INC | $41.01万 | 0.00% | 12,942 | 2,496 | 23.9% | $7.91万 | 加仓 |
| AVY | AVERY DENNISON CORP | $41.05万 | 0.00% | 2,377 | 67 | 2.9% | $1.16万 | 加仓 |
| GRMN | GARMIN LTD | $41.34万 | 0.00% | 1,782 | 47 | 2.7% | $1.09万 | 加仓 |
| ALL | ALLSTATE CORP | $41.46万 | 0.00% | 2,000 | 64 | 3.3% | $1.33万 | 加仓 |
| CATH | GLOBAL X FDS | $41.67万 | 0.00% | 5,333 | -68 | -1.3% | -$5,314 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $41.77万 | 0.00% | 1,438 | -71 | -4.7% | -$2.06万 | 减仓 |
| LRGF | ISHARES TR | $41.94万 | 0.00% | 6,355 | 1 | 0.0% | $66 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $42.16万 | 0.00% | 4,884 | -551 | -10.1% | -$4.76万 | 减仓 |
| SHY | ISHARES TR | $42.67万 | 0.00% | 5,167 | -116 | -2.2% | -$9,579 | 减仓 |
| ECL | ECOLAB INC | $42.70万 | 0.00% | 1,605 | 184 | 12.9% | $4.90万 | 加仓 |
| VLO | VALERO ENERGY CORP | $42.91万 | 0.00% | 1,737 | 122 | 7.6% | $3.01万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $43.18万 | 0.00% | 1,463 | -47 | -3.1% | -$1.39万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $43.62万 | 0.00% | 3,436 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $43.96万 | 0.00% | 1,210 | -38 | -3.0% | -$1.38万 | 减仓 |
| WWD | WOODWARD INC | $44.24万 | 0.00% | 1,236 | -88 | -6.6% | -$3.15万 | 减仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $44.33万 | 0.00% | 166,041 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $44.41万 | 0.00% | 1,898 | 442 | 30.4% | $10.34万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $44.48万 | 0.00% | 996 | -111 | -10.0% | -$4.96万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $44.74万 | 0.00% | 5,434 | 5,434 | — | $44.74万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $45.00万 | 0.00% | 1,058 | -79 | -6.9% | -$3.36万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $45.07万 | 0.00% | 3,839 | 3 | 0.1% | $352 | 加仓 |
| COO | COOPER COS INC | $45.12万 | 0.00% | 6,311 | -36 | -0.6% | -$2,574 | 减仓 |
| MKL | MARKEL GROUP INC | $45.23万 | 0.00% | 236 | 118 | 100.0% | $22.62万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $45.28万 | 0.00% | 1,412 | -5 | -0.4% | -$1,603 | 减仓 |
| MCO | MOODYS CORP | $45.33万 | 0.00% | 1,039 | -20 | -1.9% | -$8,725 | 减仓 |
| VSGX | VANGUARD WORLD FD | $45.69万 | 0.00% | 6,370 | 157 | 2.5% | $1.13万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $46.04万 | 0.00% | 5,556 | 5,556 | — | $46.04万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $46.16万 | 0.00% | 7,454 | 54 | 0.7% | $3,344 | 加仓 |
| — | ISHARES ETHEREUM TR | $46.19万 | 0.00% | 29,178 | 1,300 | 4.7% | $2.06万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $46.31万 | 0.00% | 21,722 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $46.47万 | 0.00% | 2,233 | 30 | 1.4% | $6,243 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $46.47万 | 0.00% | 1,616 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $46.80万 | 0.00% | 3,917 | 155 | 4.1% | $1.85万 | 加仓 |
| MTUM | ISHARES TR | $46.82万 | 0.00% | 1,951 | -122 | -5.9% | -$2.93万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $46.83万 | 0.00% | 67,374 | -9 | -0.0% | -$63 | 减仓 |
| DLN | WISDOMTREE TR | $46.85万 | 0.00% | 5,245 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $46.87万 | 0.00% | 5,791 | 183 | 3.3% | $1.48万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $47.00万 | 0.00% | 11,048 | 2,449 | 28.5% | $10.42万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $47.09万 | 0.00% | 1,085 | -257 | -19.2% | -$11.15万 | 减仓 |
| MOAT | VANECK ETF TRUST | $47.16万 | 0.00% | 4,877 | -1,506 | -23.6% | -$14.56万 | 减仓 |
| F | FORD MTR CO | $47.37万 | 0.00% | 41,053 | 1,155 | 2.9% | $1.33万 | 加仓 |
| MUSA | MURPHY USA INC | $47.72万 | 0.00% | 966 | -117 | -10.8% | -$5.78万 | 减仓 |
| VNOM | VIPER ENERGY INC | $48.09万 | 0.00% | 10,233 | 16 | 0.2% | $752 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $48.48万 | 0.00% | 22,718 | -1,000 | -4.2% | -$2.13万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $49.13万 | 0.00% | 24,839 | 24,839 | — | $49.13万 | 新建仓 |
| TMUS | T-MOBILE US INC | $49.77万 | 0.00% | 2,370 | 77 | 3.4% | $1.62万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $49.94万 | 0.00% | 7,729 | 64 | 0.8% | $4,135 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $49.94万 | 0.00% | 11,024 | -719 | -6.1% | -$3.26万 | 减仓 |
| O | REALTY INCOME CORP | $50.46万 | 0.00% | 8,247 | 446 | 5.7% | $2.73万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $51.00万 | 0.00% | 2,048 | -7 | -0.3% | -$1,743 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $51.37万 | 0.00% | 731 | -65 | -8.2% | -$4.57万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $51.98万 | 0.00% | 2,561 | 655 | 34.4% | $13.30万 | 加仓 |
| IREN | IREN LIMITED 看涨期权 | $52.11万 | 0.00% | 15,200 | 1,720 | 12.8% | $5.90万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $52.44万 | 0.00% | 7,813 | 0 | 0.0% | — | 不变 |
| — | FIS TR | $52.45万 | 0.00% | 16,300 | 16,300 | — | $52.45万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $52.86万 | 0.00% | 11,319 | 767 | 7.3% | $3.58万 | 加仓 |
| MFC | MANULIFE FINL CORP | $53.17万 | 0.00% | 15,438 | -385 | -2.4% | -$1.33万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $53.24万 | 0.00% | 11,230 | 253 | 2.3% | $1.20万 | 加仓 |
| TFC | TRUIST FINL CORP | $53.56万 | 0.00% | 11,650 | 641 | 5.8% | $2.95万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $53.71万 | 0.00% | 5,498 | 3,263 | 146.0% | $31.88万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $53.77万 | 0.00% | 601 | -13 | -2.1% | -$1.16万 | 减仓 |
| EWJ | ISHARES INC | $54.41万 | 0.00% | 6,444 | -359 | -5.3% | -$3.03万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $54.44万 | 0.00% | 11,787 | -4,140 | -26.0% | -$19.12万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $54.75万 | 0.00% | 5,706 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $54.77万 | 0.00% | 9,476 | 6,151 | 185.0% | $35.55万 | 加仓 |
| CDE | COEUR MNG INC | $54.98万 | 0.00% | 29,291 | -1,824 | -5.9% | -$3.42万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $55.34万 | 0.00% | 4,992 | -444 | -8.2% | -$4.92万 | 减仓 |
| AFL | AFLAC INC | $55.88万 | 0.00% | 5,094 | -15 | -0.3% | -$1,645 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $56.09万 | 0.00% | 1,585 | -27 | -1.7% | -$9,554 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $56.11万 | 0.00% | 3,907 | -1,360 | -25.8% | -$19.53万 | 减仓 |
| AMLP | ALPS ETF TR | $56.38万 | 0.00% | 10,710 | 1,070 | 11.1% | $5.63万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $56.41万 | 0.00% | 1,934 | -152 | -7.3% | -$4.43万 | 减仓 |
| IOO | ISHARES TR | $56.57万 | 0.00% | 4,676 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $56.71万 | 0.00% | 328 | -10 | -3.0% | -$1.73万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $56.86万 | 0.00% | 6,898 | 320 | 4.9% | $2.64万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $57.04万 | 0.00% | 4,352 | 380 | 9.6% | $4.98万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $57.14万 | 0.00% | 4,199 | 5 | 0.1% | $680 | 加仓 |
| STT | STATE STR CORP | $57.55万 | 0.00% | 4,548 | 806 | 21.5% | $10.20万 | 加仓 |
| NEM | NEWMONT CORP | $57.98万 | 0.00% | 5,356 | 307 | 6.1% | $3.32万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $58.06万 | 0.00% | 6,563 | 4,093 | 165.7% | $36.21万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $58.40万 | 0.00% | 15,200 | 8,782 | 136.8% | $33.74万 | 加仓 |
| TLH | ISHARES TR | $58.58万 | 0.00% | 5,816 | -852 | -12.8% | -$8.58万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $58.59万 | 0.00% | 9,839 | 2,244 | 29.5% | $13.36万 | 加仓 |
| VHT | VANGUARD WORLD FD | $58.63万 | 0.00% | 2,153 | -174 | -7.5% | -$4.74万 | 减仓 |