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 |
|---|---|---|---|---|---|---|---|---|
| NET | CLOUDFLARE INC | $93.32万 | 0.01% | 4,523 | 418 | 10.2% | $8.62万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $93.42万 | 0.01% | 3,931 | -79 | -2.0% | -$1.88万 | 减仓 |
| SUSA | ISHARES TR | $96.54万 | 0.01% | 7,308 | 28 | 0.4% | $3,699 | 加仓 |
| SLV | ISHARES SILVER TR | $97.07万 | 0.01% | 14,245 | -4,602 | -24.4% | -$31.36万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $97.27万 | 0.01% | 15,878 | 2,010 | 14.5% | $12.31万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $97.59万 | 0.01% | 2,117 | -175 | -7.6% | -$8.07万 | 减仓 |
| IUSV | ISHARES TR | $97.93万 | 0.01% | 9,578 | -604 | -5.9% | -$6.18万 | 减仓 |
| MCK | MCKESSON CORP | $98.57万 | 0.01% | 1,139 | 54 | 5.0% | $4.67万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $99.60万 | 0.01% | 18,877 | -193 | -1.0% | -$1.02万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $100.28万 | 0.01% | 8,453 | 106 | 1.3% | $1.26万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $100.66万 | 0.01% | 14,440 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $101.63万 | 0.01% | 12,436 | -538 | -4.1% | -$4.40万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $102.05万 | 0.01% | 14,187 | -436 | -3.0% | -$3.14万 | 减仓 |
| SOXX | ISHARES TR | $102.50万 | 0.01% | 3,119 | 87 | 2.9% | $2.86万 | 加仓 |
| LIN | LINDE PLC | $102.83万 | 0.01% | 2,074 | 26 | 1.3% | $1.29万 | 加仓 |
| TG | TREDEGAR CORP | $103.25万 | 0.01% | 129,869 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $103.66万 | 0.01% | 5,407 | 1,082 | 25.0% | $20.74万 | 加仓 |
| SHOP | SHOPIFY INC | $103.86万 | 0.01% | 8,756 | -535 | -5.8% | -$6.35万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $105.13万 | 0.01% | 8,402 | -13 | -0.2% | -$1,627 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $105.22万 | 0.01% | 7,781 | -178 | -2.2% | -$2.41万 | 减仓 |
| WING | WINGSTOP INC | $106.02万 | 0.01% | 6,841 | 21 | 0.3% | $3,254 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $106.85万 | 0.01% | 5,112 | 114 | 2.3% | $2.38万 | 加仓 |
| FDX | FEDEX CORP | $107.42万 | 0.01% | 3,016 | 184 | 6.5% | $6.55万 | 加仓 |
| WINN | HARBOR ETF TRUST | $108.52万 | 0.01% | 39,137 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $113.58万 | 0.01% | 25,553 | -24 | -0.1% | -$1,067 | 减仓 |
| RKLB | ROCKET LAB CORP | $113.62万 | 0.01% | 17,693 | -9 | -0.1% | -$578 | 减仓 |
| SPYV | SPDR SERIES TRUST | $114.01万 | 0.01% | 20,149 | 2,622 | 15.0% | $14.84万 | 加仓 |
| NOBL | PROSHARES TR | $114.57万 | 0.01% | 10,808 | -316 | -2.8% | -$3.35万 | 减仓 |
| IDEV | ISHARES TR | $114.75万 | 0.01% | 13,731 | 42 | 0.3% | $3,510 | 加仓 |
| INTU | INTUIT | $118.00万 | 0.01% | 2,729 | 122 | 4.7% | $5.28万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $120.93万 | 0.01% | 14,189 | -1,317 | -8.5% | -$11.22万 | 减仓 |
| AOR | ISHARES TR | $121.27万 | 0.01% | 18,845 | 1,355 | 7.7% | $8.72万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $121.51万 | 0.01% | 9,280 | 679 | 7.9% | $8.89万 | 加仓 |
| CSX | CSX CORP | $122.49万 | 0.01% | 29,839 | 2,130 | 7.7% | $8.74万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $123.28万 | 0.01% | 27,358 | 425 | 1.6% | $1.92万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $124.42万 | 0.01% | 5,888 | -1 | -0.0% | -$211 | 减仓 |
| SBUX | STARBUCKS CORP | $124.94万 | 0.01% | 13,945 | 1,903 | 15.8% | $17.05万 | 加仓 |
| DES | WISDOMTREE TR | $126.08万 | 0.01% | 35,081 | -718 | -2.0% | -$2.58万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $126.77万 | 0.01% | 3,247 | -518 | -13.8% | -$20.22万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $127.44万 | 0.01% | 23,328 | 2,231 | 10.6% | $12.19万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $127.93万 | 0.01% | 64,972 | -694 | -1.1% | -$1.37万 | 减仓 |
| NOW | SERVICENOW INC | $129.10万 | 0.01% | 12,348 | 724 | 6.2% | $7.57万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $131.10万 | 0.01% | 13,235 | 200 | 1.5% | $1.98万 | 加仓 |
| PSX | PHILLIPS 66 | $131.84万 | 0.01% | 7,237 | -2,980 | -29.2% | -$54.29万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $131.84万 | 0.01% | 7,639 | 35 | 0.5% | $6,041 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $132.44万 | 0.01% | 22,436 | 4,663 | 26.2% | $27.53万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $135.40万 | 0.01% | 3,249 | -249 | -7.1% | -$10.38万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $135.42万 | 0.01% | 4,719 | 637 | 15.6% | $18.28万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $135.84万 | 0.01% | 63,239 | 18,275 | 40.6% | $39.25万 | 加仓 |
| BOXX | EA SERIES TRUST | $137.04万 | 0.01% | 11,784 | -3,216 | -21.4% | -$37.40万 | 减仓 |
| CASS | CASS INFORMATION SYS INC | $138.75万 | 0.01% | 31,519 | -4,749 | -13.1% | -$20.91万 | 减仓 |
| TGT | TARGET CORP | $138.91万 | 0.01% | 11,461 | -1,685 | -12.8% | -$20.42万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $139.05万 | 0.01% | 2,038 | 31 | 1.5% | $2.12万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $139.18万 | 0.01% | 22,180 | 54 | 0.2% | $3,389 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $139.35万 | 0.01% | 12,787 | 165 | 1.3% | $1.80万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $139.52万 | 0.01% | 10,011 | -186 | -1.8% | -$2.59万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $141.74万 | 0.01% | 32,840 | -1,002 | -3.0% | -$4.32万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $141.83万 | 0.01% | 25,023 | 6,236 | 33.2% | $35.35万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $142.98万 | 0.01% | 4,232 | 189 | 4.7% | $6.39万 | 加仓 |
| WM | WASTE MGMT INC DEL | $143.11万 | 0.01% | 6,228 | -45 | -0.7% | -$1.03万 | 减仓 |
| PRI | PRIMERICA INC | $143.76万 | 0.01% | 5,739 | -101 | -1.7% | -$2.53万 | 减仓 |
| ACWX | ISHARES TR | $144.18万 | 0.01% | 21,057 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $144.83万 | 0.01% | 7,551 | 790 | 11.7% | $15.15万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $147.07万 | 0.01% | 3,099 | 972 | 45.7% | $46.13万 | 加仓 |
| USRT | ISHARES TR | $148.30万 | 0.01% | 25,055 | -655 | -2.5% | -$3.88万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $153.79万 | 0.01% | 8,534 | 122 | 1.5% | $2.20万 | 加仓 |
| INTC | INTEL CORP | $153.88万 | 0.01% | 34,869 | -345 | -1.0% | -$1.52万 | 减仓 |
| IWV | ISHARES TR | $155.31万 | 0.01% | 4,190 | -345 | -7.6% | -$12.79万 | 减仓 |
| VDC | VANGUARD WORLD FD | $155.57万 | 0.01% | 6,927 | -87 | -1.2% | -$1.95万 | 减仓 |
| ESML | ISHARES TR | $155.93万 | 0.01% | 33,162 | 2,055 | 6.6% | $9.66万 | 加仓 |
| VDE | VANGUARD WORLD FD | $156.52万 | 0.01% | 9,045 | 12 | 0.1% | $2,076 | 加仓 |
| COP | CONOCOPHILLIPS | $158.14万 | 0.01% | 11,980 | 228 | 1.9% | $3.01万 | 加仓 |
| BX | BLACKSTONE INC | $158.89万 | 0.01% | 13,818 | -448 | -3.1% | -$5.15万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $160.96万 | 0.01% | 10,040 | 740 | 8.0% | $11.86万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $162.50万 | 0.01% | 4,148 | 785 | 23.3% | $30.75万 | 加仓 |
| — | HAWTHORN BANCSHARES INC | $164.16万 | 0.01% | 48,725 | 188 | 0.4% | $6,334 | 加仓 |
| BLK | BLACKROCK INC | $164.26万 | 0.01% | 1,708 | -41 | -2.3% | -$3.94万 | 减仓 |
| SMH | VANECK ETF TRUST | $167.38万 | 0.01% | 4,366 | 72 | 1.7% | $2.76万 | 加仓 |
| IYW | ISHARES TR | $168.04万 | 0.01% | 9,262 | 634 | 7.3% | $11.50万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $168.38万 | 0.01% | 3,558 | 64 | 1.8% | $3.03万 | 加仓 |
| PAVE | GLOBAL X FDS | $170.01万 | 0.01% | 33,461 | -2,387 | -6.7% | -$12.13万 | 减仓 |
| MPC | MARATHON PETE CORP | $170.07万 | 0.01% | 6,965 | 698 | 11.1% | $17.04万 | 加仓 |
| ASML | ASML HLDG NV | $171.27万 | 0.01% | 1,297 | -18 | -1.4% | -$2.38万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $171.59万 | 0.01% | 8,405 | 452 | 5.7% | $9.23万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $172.19万 | 0.01% | 68,141 | 275 | 0.4% | $6,949 | 加仓 |
| GLW | CORNING INC | $172.73万 | 0.01% | 12,703 | 1,095 | 9.4% | $14.89万 | 加仓 |
| C | CITIGROUP INC | $174.17万 | 0.01% | 15,357 | 1,438 | 10.3% | $16.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $175.67万 | 0.01% | 74,277 | 74,277 | — | $175.67万 | 新建仓 |
| MS | MORGAN STANLEY | $176.65万 | 0.01% | 10,734 | 65 | 0.6% | $1.07万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $176.73万 | 0.01% | 38,715 | -379 | -1.0% | -$1.73万 | 减仓 |
| IUSG | ISHARES TR | $178.00万 | 0.01% | 11,476 | 194 | 1.7% | $3.01万 | 加仓 |
| CRM | SALESFORCE INC | $179.73万 | 0.01% | 9,628 | 664 | 7.4% | $12.40万 | 加仓 |
| KLAC | KLA CORP | $183.60万 | 0.01% | 1,247 | 42 | 3.5% | $6.18万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $185.28万 | 0.01% | 30,548 | -6 | -0.0% | -$364 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $187.01万 | 0.01% | 18,343 | 1,897 | 11.5% | $19.34万 | 加仓 |
| EAGG | ISHARES TR | $187.89万 | 0.01% | 39,515 | -423 | -1.1% | -$2.01万 | 减仓 |
| BSVO | EA SERIES TRUST | $191.10万 | 0.01% | 75,325 | -770 | -1.0% | -$1.95万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $191.59万 | 0.01% | 13,068 | 3,314 | 34.0% | $48.59万 | 加仓 |
| CALF | PACER FDS TR | $191.81万 | 0.01% | 42,748 | -15,673 | -26.8% | -$70.33万 | 减仓 |
| PGR | PROGRESSIVE CORP | $197.87万 | 0.01% | 9,981 | 24 | 0.2% | $4,758 | 加仓 |