MONETA GROUP INVESTMENT ADVISORS LLC
ST LOUIS MO · SEC CIK 0001120927
$135.16亿2026Q2 申报市值
882持仓数
47.0%前十大占比 · 第一大 8.4%
96 / 43新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHX 加仓+$3,913.55万
QLTY 加仓+$2,551.07万
IVV 加仓+$2,193.87万
IEFA 加仓+$2,185.99万
IEMG 加仓+$2,061.08万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$36.41亿
VO 减仓-$23.95亿
VOO 清仓-$17.97亿
IWF 减仓-$4.08亿
VGT 减仓-$9,001.47万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $86.26万 | 0.01% | 16,242 | 364 | 2.3% | $1.93万 | 加仓 |
| MCK | MCKESSON CORP | $86.37万 | 0.01% | 1,143 | 4 | 0.4% | $3,022 | 加仓 |
| STT | STATE STR CORP | $87.25万 | 0.01% | 5,144 | 596 | 13.1% | $10.11万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $88.15万 | 0.01% | 6,666 | -1,248 | -15.8% | -$16.50万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $89.22万 | 0.01% | 7,151 | 1,526 | 27.1% | $19.04万 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $89.47万 | 0.01% | 10,025 | -6 | -0.1% | -$535 | 减仓 |
| FDX | FEDEX CORP | $90.10万 | 0.01% | 2,877 | -139 | -4.6% | -$4.35万 | 减仓 |
| — | EA SERIES TRUST | $90.14万 | 0.01% | 28,127 | -5,314 | -15.9% | -$17.03万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $90.30万 | 0.01% | 14,778 | 1,164 | 8.6% | $7.11万 | 加仓 |
| VIS | VANGUARD WORLD FD | $90.31万 | 0.01% | 2,506 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $90.46万 | 0.01% | 4,884 | 184 | 3.9% | $3.41万 | 加仓 |
| IYH | ISHARES TR | $90.59万 | 0.01% | 13,519 | 4 | 0.0% | $268 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $90.93万 | 0.01% | 12,396 | 727 | 6.2% | $5.33万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $91.62万 | 0.01% | 20,809 | 2,435 | 13.3% | $10.72万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $92.06万 | 0.01% | 4,164 | 4,164 | — | $92.06万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $92.53万 | 0.01% | 7,343 | 7,343 | — | $92.53万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $93.83万 | 0.01% | 31,068 | 534 | 1.7% | $1.61万 | 加仓 |
| — | NERDY INC | $94.33万 | 0.01% | 1,029,701 | 716,818 | 229.1% | $65.67万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $94.74万 | 0.01% | 10,473 | -700 | -6.3% | -$6.33万 | 减仓 |
| HON | HONEYWELL INTL INC | $95.47万 | 0.01% | 4,264 | -5,387 | -55.8% | -$120.61万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $96.10万 | 0.01% | 40,999 | 15,002 | 57.7% | $35.16万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $96.26万 | 0.01% | 21,146 | 2,269 | 12.0% | $10.33万 | 加仓 |
| BFC | BANK FIRST CORP | $96.43万 | 0.01% | 6,500 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $97.22万 | 0.01% | 8,454 | 602 | 7.7% | $6.92万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $97.81万 | 0.01% | 2,267 | 598 | 35.8% | $25.80万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $98.21万 | 0.01% | 710 | -9 | -1.3% | -$1.24万 | 减仓 |
| PGR | PROGRESSIVE CORP | $98.85万 | 0.01% | 4,525 | -5,456 | -54.7% | -$119.18万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $99.15万 | 0.01% | 3,447 | 1 | 0.0% | $288 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $99.64万 | 0.01% | 23,345 | 1,165 | 5.3% | $4.97万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $99.79万 | 0.01% | 4,950 | -162 | -3.2% | -$3.27万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $100.64万 | 0.01% | 13,923 | -211 | -1.5% | -$1.53万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $101.17万 | 0.01% | 14,020 | -167 | -1.2% | -$1.21万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $101.77万 | 0.01% | 3,685 | -2,742 | -42.7% | -$75.73万 | 减仓 |
| SHOP | SHOPIFY INC | $101.85万 | 0.01% | 8,920 | 164 | 1.9% | $1.87万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $102.18万 | 0.01% | 2,006 | -32 | -1.6% | -$1.63万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $102.19万 | 0.01% | 7,711 | -70 | -0.9% | -$9,277 | 减仓 |
| PSA | PUBLIC STORAGE | $102.44万 | 0.01% | 3,218 | -42 | -1.3% | -$1.34万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $102.62万 | 0.01% | 12,417 | 9,364 | 306.7% | $77.39万 | 加仓 |
| COKE | COCA COLA CONS INC | $103.26万 | 0.01% | 5,409 | 2 | 0.0% | $382 | 加仓 |
| DHI | D R HORTON INC | $103.43万 | 0.01% | 6,350 | 554 | 9.6% | $9.02万 | 加仓 |
| IUSV | ISHARES TR | $103.70万 | 0.01% | 9,414 | -164 | -1.7% | -$1.81万 | 减仓 |
| CMI | CUMMINS INC | $104.45万 | 0.01% | 1,465 | 110 | 8.1% | $7.84万 | 加仓 |
| LIN | LINDE PLC | $106.53万 | 0.01% | 2,053 | -21 | -1.0% | -$1.09万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $108.02万 | 0.01% | 41,676 | 10,305 | 32.8% | $26.71万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $109.41万 | 0.01% | 14,440 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $110.41万 | 0.01% | 5,503 | 411 | 8.1% | $8.25万 | 加仓 |
| SUSA | ISHARES TR | $110.41万 | 0.01% | 7,156 | -152 | -2.1% | -$2.35万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $111.10万 | 0.01% | 64,972 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $111.94万 | 0.01% | 4,564 | 41 | 0.9% | $1.01万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $112.37万 | 0.01% | 36,133 | 7,102 | 24.5% | $22.09万 | 加仓 |
| CVS | CVS HEALTH CORP | $112.86万 | 0.01% | 10,910 | 1,641 | 17.7% | $16.98万 | 加仓 |
| OKLO | OKLO INC | $113.00万 | 0.01% | 21,593 | 17,665 | 449.7% | $92.44万 | 加仓 |
| ADBE | ADOBE INC | $114.26万 | 0.01% | 5,573 | -4,684 | -45.7% | -$96.03万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $114.33万 | 0.01% | 7,906 | -547 | -6.5% | -$7.91万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $114.38万 | 0.01% | 25,503 | -50 | -0.2% | -$2,243 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $114.67万 | 0.01% | 11,127 | 5,159 | 86.4% | $53.17万 | 加仓 |
| AOR | ISHARES TR | $114.71万 | 0.01% | 16,505 | -2,340 | -12.4% | -$16.26万 | 减仓 |
| BOXX | EA SERIES TRUST | $114.85万 | 0.01% | 9,809 | -1,975 | -16.8% | -$23.13万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $115.68万 | 0.01% | 9,527 | 311 | 3.4% | $3.78万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $118.10万 | 0.01% | 3,527 | 16 | 0.5% | $5,358 | 加仓 |
| SPYV | SPDR SERIES TRUST | $120.36万 | 0.01% | 19,798 | -351 | -1.7% | -$2.13万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $120.38万 | 0.01% | 21,314 | -3,709 | -14.8% | -$20.95万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $121.92万 | 0.01% | 3,249 | 46 | 1.4% | $1.73万 | 加仓 |
| IDEV | ISHARES TR | $122.35万 | 0.01% | 13,745 | 14 | 0.1% | $1,246 | 加仓 |
| AMT | AMERICAN TOWER CORP | $123.92万 | 0.01% | 7,576 | -63 | -0.8% | -$1.03万 | 减仓 |
| WING | WINGSTOP INC | $124.63万 | 0.01% | 7,187 | 346 | 5.1% | $6.00万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $124.94万 | 0.01% | 27,358 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $125.32万 | 0.01% | 55,012 | 16,617 | 43.3% | $37.85万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $126.36万 | 0.01% | 8,905 | 503 | 6.0% | $7.14万 | 加仓 |
| WINN | HARBOR ETF TRUST | $127.08万 | 0.01% | 39,137 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $127.10万 | 0.01% | 15,832 | 15,832 | — | $127.10万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $127.42万 | 0.01% | 3,268 | -290 | -8.2% | -$11.31万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $127.71万 | 0.01% | 10,109 | 98 | 1.0% | $1.24万 | 加仓 |
| VST | VISTRA CORP | $129.22万 | 0.01% | 8,146 | 5,682 | 230.6% | $90.13万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $130.26万 | 0.01% | 10,291 | 1,011 | 10.9% | $12.80万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $131.15万 | 0.01% | 14,305 | 116 | 0.8% | $1.06万 | 加仓 |
| PSX | PHILLIPS 66 | $131.28万 | 0.01% | 7,766 | 529 | 7.3% | $8.94万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F 看涨期权 | $132.06万 | 0.01% | 35,000 | 35,000 | — | $132.06万 | 新建仓 |
| SBUX | STARBUCKS CORP | $133.11万 | 0.01% | 13,026 | -919 | -6.6% | -$9.39万 | 减仓 |
| VDE | VANGUARD WORLD FD | $134.17万 | 0.01% | 8,937 | -108 | -1.2% | -$1.62万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $134.28万 | 0.01% | 7,534 | -166,441 | -95.7% | -$2,966.51万 | 减仓 |
| COP | CONOCOPHILLIPS | $137.06万 | 0.01% | 13,184 | 1,204 | 10.1% | $12.52万 | 加仓 |
| CRM | SALESFORCE INC | $139.52万 | 0.01% | 8,906 | -722 | -7.5% | -$11.31万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $140.25万 | 0.01% | 27,474 | 5,038 | 22.5% | $25.72万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $142.14万 | 0.01% | 5,983 | 95 | 1.6% | $2.26万 | 加仓 |
| CSX | CSX CORP | $143.86万 | 0.01% | 30,267 | 428 | 1.4% | $2.03万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $144.35万 | 0.01% | 3,298 | 199 | 6.4% | $8.71万 | 加仓 |
| WM | WASTE MGMT INC DEL | $144.89万 | 0.01% | 6,501 | 273 | 4.4% | $6.08万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $145.48万 | 0.01% | 33,033 | 193 | 0.6% | $8,500 | 加仓 |
| TGT | TARGET CORP | $147.81万 | 0.01% | 11,317 | -144 | -1.3% | -$1.88万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $148.21万 | 0.01% | 8,253 | -281 | -3.3% | -$5.05万 | 减仓 |
| QUAL | ISHARES TR | $149.58万 | 0.01% | 6,817 | -734 | -9.7% | -$16.11万 | 减仓 |
| USRT | ISHARES TR | $150.59万 | 0.01% | 22,662 | -2,393 | -9.6% | -$15.90万 | 减仓 |
| TLN | TALEN ENERGY CORP | $151.28万 | 0.01% | 3,937 | 3,937 | — | $151.28万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $151.59万 | 0.01% | 6,723 | -204 | -2.9% | -$4.60万 | 减仓 |
| T | AT&T INC | $151.81万 | 0.01% | 73,340 | -6,170 | -7.8% | -$12.77万 | 减仓 |
| DDOG | DATADOG INC | $152.92万 | 0.01% | 5,873 | 5,873 | — | $152.92万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $154.55万 | 0.01% | 4,913 | 194 | 4.1% | $6.10万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $155.07万 | 0.01% | 12,461 | -5 | -0.0% | -$622 | 减仓 |
| BX | BLACKSTONE INC | $159.08万 | 0.01% | 13,519 | -299 | -2.2% | -$3.52万 | 减仓 |