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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | $58.79万 | 0.00% | 3,367 | 179 | 5.6% | $3.13万 | 加仓 |
| IAT | ISHARES TR | $58.91万 | 0.00% | 10,941 | -215 | -1.9% | -$1.16万 | 减仓 |
| SLB | SLB LIMITED | $59.27万 | 0.00% | 11,534 | -323 | -2.7% | -$1.66万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $59.53万 | 0.00% | 13,162 | 1,518 | 13.0% | $6.87万 | 加仓 |
| NVS | NOVARTIS AG | $59.60万 | 0.00% | 3,902 | 313 | 8.7% | $4.78万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $59.60万 | 0.00% | 5,968 | 2,034 | 51.7% | $20.31万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $59.78万 | 0.00% | 13,051 | -821 | -5.9% | -$3.76万 | 减仓 |
| MSTR | STRATEGY INC | $59.93万 | 0.00% | 4,802 | 2,940 | 157.9% | $36.69万 | 加仓 |
| NUE | NUCOR CORP | $60.01万 | 0.00% | 3,549 | 286 | 8.8% | $4.84万 | 加仓 |
| TIP | ISHARES TR | $60.03万 | 0.00% | 5,440 | 348 | 6.8% | $3.84万 | 加仓 |
| EMB | ISHARES TR | $60.15万 | 0.00% | 6,403 | -1,367 | -17.6% | -$12.84万 | 减仓 |
| ZTS | ZOETIS INC | $60.30万 | 0.00% | 5,101 | -526 | -9.3% | -$6.22万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $60.63万 | 0.00% | 25,997 | 3,684 | 16.5% | $8.59万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $60.64万 | 0.00% | 8,291 | 498 | 6.4% | $3.64万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $60.82万 | 0.00% | 893 | -105 | -10.5% | -$7.15万 | 减仓 |
| IVLU | ISHARES TR | $61.04万 | 0.00% | 15,383 | 111 | 0.7% | $4,404 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $61.10万 | 0.00% | 4,656 | 80 | 1.7% | $1.05万 | 加仓 |
| MINT | PIMCO ETF TR | $61.46万 | 0.00% | 6,111 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $61.48万 | 0.00% | 6,611 | 923 | 16.2% | $8.58万 | 加仓 |
| XT | ISHARES TR | $61.49万 | 0.00% | 9,023 | 2,295 | 34.1% | $15.64万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $61.61万 | 0.00% | 13,425 | -741 | -5.2% | -$3.40万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $62.14万 | 0.00% | 5,625 | 2,854 | 103.0% | $31.53万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $63.56万 | 0.00% | 5,490 | 1,911 | 53.4% | $22.12万 | 加仓 |
| R | RYDER SYS INC | $63.60万 | 0.00% | 3,107 | 1 | 0.0% | $205 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $64.91万 | 0.00% | 10,031 | 6 | 0.1% | $388 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $65.51万 | 0.00% | 2,346 | 72 | 3.2% | $2.01万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $65.71万 | 0.00% | 11,669 | -4,518 | -27.9% | -$25.44万 | 减仓 |
| SNPS | SYNOPSYS INC | $65.97万 | 0.00% | 1,664 | -10 | -0.6% | -$3,965 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $66.33万 | 0.00% | 2,282 | 1,516 | 197.9% | $44.06万 | 加仓 |
| RVTY | REVVITY INC | $66.50万 | 0.00% | 7,591 | -1,027 | -11.9% | -$9.00万 | 减仓 |
| CVS | CVS HEALTH CORP | $66.57万 | 0.00% | 9,269 | 1,021 | 12.4% | $7.33万 | 加仓 |
| EME | EMCOR GROUP INC | $66.67万 | 0.00% | 903 | 91 | 11.2% | $6.72万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $66.69万 | 0.00% | 6,427 | 1,326 | 26.0% | $13.76万 | 加仓 |
| CSL | CARLISLE COS INC | $66.72万 | 0.00% | 2,000 | 3 | 0.2% | $1,001 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $66.82万 | 0.00% | 15,032 | 3,604 | 31.5% | $16.02万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $67.11万 | 0.00% | 14,964 | -616 | -4.0% | -$2.76万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $67.47万 | 0.00% | 358 | 358 | — | $67.47万 | 新建仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $68.50万 | 0.00% | 4,096 | 298 | 7.8% | $4.98万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $69.40万 | 0.00% | 2,522 | -44 | -1.7% | -$1.21万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $69.99万 | 0.00% | 24,379 | -2,447 | -9.1% | -$7.03万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $70.20万 | 0.00% | 6,084 | -590 | -8.8% | -$6.81万 | 减仓 |
| AON | AON PLC | $70.32万 | 0.00% | 2,179 | -210 | -8.8% | -$6.78万 | 减仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $70.36万 | 0.00% | 63,555 | 63,555 | — | $70.36万 | 新建仓 |
| GM | GENERAL MTRS CO | $70.56万 | 0.00% | 9,471 | 415 | 4.6% | $3.09万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $72.20万 | 0.00% | 13,614 | 29 | 0.2% | $1,538 | 加仓 |
| YUM | YUM BRANDS INC | $72.28万 | 0.00% | 4,649 | 58 | 1.3% | $9,017 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $72.40万 | 0.00% | 3,851 | -251 | -6.1% | -$4.72万 | 减仓 |
| CMI | CUMMINS INC | $72.92万 | 0.00% | 1,355 | 501 | 58.7% | $26.96万 | 加仓 |
| DGRW | WISDOMTREE TR | $73.10万 | 0.00% | 8,322 | -954 | -10.3% | -$8.38万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $73.72万 | 0.00% | 21,702 | 23 | 0.1% | $781 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $74.40万 | 0.00% | 7,852 | 3 | 0.0% | $284 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $74.80万 | 0.00% | 22,309 | 1,063 | 5.0% | $3.56万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $75.02万 | 0.00% | 18,374 | -2,037 | -10.0% | -$8.32万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $75.46万 | 0.00% | 2,482 | -117 | -4.5% | -$3.56万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $75.68万 | 0.00% | 2,205 | -35 | -1.6% | -$1.20万 | 减仓 |
| MMM | 3M CO | $75.78万 | 0.00% | 5,218 | 377 | 7.8% | $5.48万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $76.02万 | 0.00% | 4,700 | 29 | 0.6% | $4,690 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $76.56万 | 0.00% | 4,868 | 913 | 23.1% | $14.36万 | 加仓 |
| IYR | ISHARES TR | $76.76万 | 0.00% | 8,117 | -444 | -5.2% | -$4.20万 | 减仓 |
| LAW | CS DISCO INC | $77.88万 | 0.00% | 203,886 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $78.24万 | 0.00% | 2,506 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $78.28万 | 0.00% | 5,369 | 189 | 3.6% | $2.76万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $78.51万 | 0.00% | 8,139 | -290 | -3.4% | -$2.80万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $78.67万 | 0.00% | 719 | -48 | -6.3% | -$5.25万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $78.92万 | 0.00% | 3,446 | -90 | -2.5% | -$2.06万 | 减仓 |
| DHI | D R HORTON INC | $79.53万 | 0.00% | 5,796 | -182 | -3.0% | -$2.50万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $79.75万 | 0.00% | 30,534 | 1,378 | 4.7% | $3.60万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $79.79万 | 0.00% | 8,550 | -28 | -0.3% | -$2,613 | 减仓 |
| FAST | FASTENAL CO | $79.83万 | 0.00% | 17,205 | 7,800 | 82.9% | $36.19万 | 加仓 |
| AOA | ISHARES TR | $79.96万 | 0.00% | 9,036 | 2,148 | 31.2% | $19.01万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $80.28万 | 0.00% | 1,806 | -77 | -4.1% | -$3.42万 | 减仓 |
| IBB | ISHARES TR | $80.75万 | 0.00% | 4,782 | 341 | 7.7% | $5.76万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $80.85万 | 0.00% | 29,031 | 983 | 3.5% | $2.74万 | 加仓 |
| PEN | PENUMBRA INC | $80.98万 | 0.00% | 2,466 | 1,158 | 88.5% | $38.03万 | 加仓 |
| ACWV | ISHARES INC | $81.02万 | 0.00% | 6,779 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $81.74万 | 0.00% | 8,469 | 676 | 8.7% | $6.52万 | 加仓 |
| FRMI | FERMI INC | $81.81万 | 0.00% | 140,091 | 128,586 | 1,117.7% | $75.09万 | 加仓 |
| NKE | NIKE INC | $81.89万 | 0.00% | 15,504 | -60 | -0.4% | -$3,169 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $82.72万 | 0.01% | 3,058 | 469 | 18.1% | $12.69万 | 加仓 |
| IYH | ISHARES TR | $83.31万 | 0.01% | 13,515 | -73 | -0.5% | -$4,500 | 减仓 |
| ITM | VANECK ETF TRUST | $84.06万 | 0.01% | 18,104 | -392 | -2.1% | -$1.82万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $84.80万 | 0.01% | 4,115 | -158 | -3.7% | -$3.26万 | 减仓 |
| MDT | MEDTRONIC PLC | $85.80万 | 0.01% | 9,902 | -653 | -6.2% | -$5.66万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $86.67万 | 0.01% | 14,134 | 1,909 | 15.6% | $11.71万 | 加仓 |
| USMV | ISHARES TR | $86.97万 | 0.01% | 9,378 | 45 | 0.5% | $4,173 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $87.25万 | 0.01% | 5,334 | 218 | 4.3% | $3.57万 | 加仓 |
| BFC | BANK FIRST CORP | $87.79万 | 0.01% | 6,500 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $87.86万 | 0.01% | 9,042 | 192 | 2.2% | $1.87万 | 加仓 |
| GOVT | ISHARES TR | $87.96万 | 0.01% | 38,395 | 28,567 | 290.7% | $65.45万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $87.97万 | 0.01% | 3,511 | 12 | 0.3% | $3,007 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $88.31万 | 0.01% | 3,260 | 83 | 2.6% | $2.25万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $88.85万 | 0.01% | 7,914 | -222 | -2.7% | -$2.49万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $88.99万 | 0.01% | 3,203 | 565 | 21.4% | $15.70万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $89.47万 | 0.01% | 11,173 | -217 | -1.9% | -$1.74万 | 减仓 |
| EOG | EOG RES INC | $89.87万 | 0.01% | 6,216 | -403 | -6.1% | -$5.83万 | 减仓 |
| CTVA | CORTEVA INC | $91.12万 | 0.01% | 10,885 | -1,208 | -10.0% | -$10.11万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $92.32万 | 0.01% | 9,216 | -289 | -3.0% | -$2.89万 | 减仓 |
| — | EA SERIES TRUST | $92.74万 | 0.01% | 33,441 | 33,441 | — | $92.74万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $92.90万 | 0.01% | 5,092 | 628 | 14.1% | $11.46万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $93.23万 | 0.01% | 31,371 | -17,968 | -36.4% | -$53.40万 | 减仓 |