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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $198.60万 | 0.01% | 34,456 | 7,157 | 26.2% | $41.25万 | 加仓 |
| ADI | ANALOG DEVICES INC | $200.17万 | 0.01% | 6,292 | 435 | 7.4% | $13.84万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $203.05万 | 0.01% | 9,981 | 532 | 5.6% | $10.82万 | 加仓 |
| IDV | ISHARES TR | $203.21万 | 0.01% | 47,746 | -1,669 | -3.4% | -$7.10万 | 减仓 |
| SYK | STRYKER CORPORATION | $204.32万 | 0.01% | 6,218 | -92 | -1.5% | -$3.02万 | 减仓 |
| DT | DYNATRACE INC | $207.25万 | 0.01% | 56,043 | 56,043 | — | $207.25万 | 新建仓 |
| ENB | ENBRIDGE INC | $211.22万 | 0.01% | 39,014 | -672 | -1.7% | -$3.64万 | 减仓 |
| APP | APPLOVIN CORP | $212.54万 | 0.01% | 5,340 | 239 | 4.7% | $9.51万 | 加仓 |
| GCOW | PACER FDS TR | $214.94万 | 0.01% | 46,484 | -1,070 | -2.3% | -$4.95万 | 减仓 |
| VFH | VANGUARD WORLD FD | $217.11万 | 0.01% | 17,971 | -514 | -2.8% | -$6.21万 | 减仓 |
| — | HONEYWELL INTL INC | $218.15万 | 0.01% | 9,651 | -23 | -0.2% | -$5,199 | 减仓 |
| AZO | AUTOZONE INC | $219.22万 | 0.01% | 649 | -28 | -4.1% | -$9.46万 | 减仓 |
| MGV | VANGUARD WORLD FD | $224.86万 | 0.01% | 15,513 | 52 | 0.3% | $7,538 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $225.13万 | 0.01% | 45,601 | 8,239 | 22.1% | $40.68万 | 加仓 |
| TXN | TEXAS INSTRS INC | $225.82万 | 0.01% | 11,632 | -1,627 | -12.3% | -$31.59万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $226.84万 | 0.01% | 58,223 | -8,815 | -13.1% | -$34.34万 | 减仓 |
| T | AT&T INC | $230.50万 | 0.01% | 79,510 | -10,722 | -11.9% | -$31.08万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $232.25万 | 0.01% | 67,221 | 3,092 | 4.8% | $10.68万 | 加仓 |
| USHY | ISHARES TR | $237.00万 | 0.01% | 64,331 | -2,303 | -3.5% | -$8.48万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $240.71万 | 0.01% | 6,707 | 184 | 2.8% | $6.60万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $245.88万 | 0.01% | 28,958 | 1,782 | 6.6% | $15.13万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $247.19万 | 0.01% | 12,466 | -405 | -3.1% | -$8.03万 | 减仓 |
| VOTE | TCW ETF TRUST | $247.91万 | 0.02% | 32,492 | 359 | 1.1% | $2.74万 | 加仓 |
| MUB | ISHARES TR | $248.66万 | 0.02% | 23,426 | -390 | -1.6% | -$4.14万 | 减仓 |
| ADBE | ADOBE INC | $249.33万 | 0.02% | 10,257 | -139 | -1.3% | -$3.38万 | 减仓 |
| ESGE | ISHARES INC | $253.82万 | 0.02% | 55,821 | -528 | -0.9% | -$2.40万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $255.22万 | 0.02% | 12,561 | -334 | -2.6% | -$6.79万 | 减仓 |
| IAU | ISHARES GOLD TR | $255.76万 | 0.02% | 29,011 | -4,918 | -14.5% | -$43.36万 | 减仓 |
| AMAT | APPLIED MATLS INC | $256.63万 | 0.02% | 7,508 | -115 | -1.5% | -$3.93万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $257.83万 | 0.02% | 25,342 | -3,712 | -12.8% | -$37.77万 | 减仓 |
| FMBH | FIRST MID BANCSHARES INC | $260.61万 | 0.02% | 63,271 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $263.60万 | 0.02% | 80,514 | -10,847 | -11.9% | -$35.51万 | 减仓 |
| DGRO | ISHARES TR | $271.05万 | 0.02% | 38,622 | 6,054 | 18.6% | $42.49万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $273.95万 | 0.02% | 9,057 | -72 | -0.8% | -$2.18万 | 减仓 |
| LOW | LOWES COS INC | $274.48万 | 0.02% | 11,617 | -525 | -4.3% | -$12.40万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $275.66万 | 0.02% | 55,254 | 2,376 | 4.5% | $11.85万 | 加仓 |
| IDXX | IDEXX LABS INC | $277.69万 | 0.02% | 4,942 | 48 | 1.0% | $2.70万 | 加仓 |
| ESGU | ISHARES TR | $281.04万 | 0.02% | 19,872 | 495 | 2.6% | $7.00万 | 加仓 |
| DIS | DISNEY WALT CO | $285.65万 | 0.02% | 29,638 | 1,611 | 5.7% | $15.53万 | 加仓 |
| CLS | CELESTICA INC | $286.18万 | 0.02% | 10,160 | 545 | 5.7% | $15.35万 | 加仓 |
| SGOV | ISHARES TR | $289.65万 | 0.02% | 28,775 | 19,572 | 212.7% | $197.01万 | 加仓 |
| MO | ALTRIA GROUP INC | $289.70万 | 0.02% | 43,901 | 7,605 | 21.0% | $50.19万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $289.83万 | 0.02% | 40,872 | 8 | 0.0% | $567 | 加仓 |
| SLYV | SPDR SERIES TRUST | $292.82万 | 0.02% | 30,960 | -1,362 | -4.2% | -$12.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $293.20万 | 0.02% | 41,221 | -1,011 | -2.4% | -$7.19万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $297.72万 | 0.02% | 8,810 | 506 | 6.1% | $17.10万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $298.14万 | 0.02% | 31,805 | -8,211 | -20.5% | -$76.97万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $300.17万 | 0.02% | 40,762 | 3,514 | 9.4% | $25.88万 | 加仓 |
| DE | DEERE & CO | $304.27万 | 0.02% | 5,402 | 130 | 2.5% | $7.32万 | 加仓 |
| PPG | PPG INDS INC | $306.69万 | 0.02% | 28,695 | -575 | -2.0% | -$6.15万 | 减仓 |
| SF | STIFEL FINL CORP | $308.39万 | 0.02% | 41,719 | 187 | 0.5% | $1.38万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $314.60万 | 0.02% | 66,190 | 345 | 0.5% | $1.64万 | 加仓 |
| TJX | TJX COS INC NEW | $315.95万 | 0.02% | 19,784 | 74 | 0.4% | $1.18万 | 加仓 |
| CI | THE CIGNA GROUP | $316.94万 | 0.02% | 11,882 | -282 | -2.3% | -$7.52万 | 减仓 |
| KR | KROGER CO | $318.28万 | 0.02% | 43,986 | -3,437 | -7.2% | -$24.87万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $320.37万 | 0.02% | 24,106 | 776 | 3.3% | $10.31万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $322.19万 | 0.02% | 68,682 | -3,960 | -5.5% | -$18.58万 | 减仓 |
| ACWI | ISHARES TR | $322.35万 | 0.02% | 23,296 | 194 | 0.8% | $2.68万 | 加仓 |
| DBEF | DBX ETF TR | $323.09万 | 0.02% | 65,402 | 14,456 | 28.4% | $71.41万 | 加仓 |
| QCOM | QUALCOMM INC | $325.11万 | 0.02% | 25,245 | 1,716 | 7.3% | $22.10万 | 加仓 |
| WFC | WELLS FARGO & CO | $334.27万 | 0.02% | 41,989 | -4,636 | -9.9% | -$36.91万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $334.35万 | 0.02% | 35,576 | 267 | 0.8% | $2.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $343.58万 | 0.02% | 55,017 | 571 | 1.0% | $3.57万 | 加仓 |
| — | GMO ETF TRUST | $355.29万 | 0.02% | 142,262 | 96,371 | 210.0% | $240.68万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $360.65万 | 0.02% | 5,967 | -85 | -1.4% | -$5.14万 | 减仓 |
| APH | AMPHENOL CORP | $361.05万 | 0.02% | 28,576 | 398 | 1.4% | $5.03万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $363.73万 | 0.02% | 282,621 | 15,000 | 5.6% | $19.30万 | 加仓 |
| OKE | ONEOK INC NEW | $367.91万 | 0.02% | 40,703 | -416 | -1.0% | -$3.76万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $368.53万 | 0.02% | 21,247 | -817 | -3.7% | -$14.17万 | 减仓 |
| EVRG | EVERGY INC | $373.27万 | 0.02% | 45,565 | 77 | 0.2% | $6,308 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $379.61万 | 0.02% | 19,780 | -2,393 | -10.8% | -$45.93万 | 减仓 |
| MPLX | MPLX LP | $379.99万 | 0.02% | 66,583 | -5 | -0.0% | -$285 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $383.59万 | 0.02% | 4,534 | -83 | -1.8% | -$7.02万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $386.40万 | 0.02% | 50,064 | -5,223 | -9.4% | -$40.31万 | 减仓 |
| CB | CHUBB LTD SWITZ | $391.58万 | 0.02% | 12,014 | 139 | 1.2% | $4.53万 | 加仓 |
| EMXC | ISHARES INC | $396.07万 | 0.02% | 50,352 | -14,969 | -22.9% | -$117.75万 | 减仓 |
| RTX | RTX CORPORATION | $397.18万 | 0.02% | 20,590 | -5,065 | -19.7% | -$97.70万 | 减仓 |
| IREN | IREN LIMITED | $401.22万 | 0.02% | 117,041 | -414 | -0.4% | -$1.42万 | 减仓 |
| USB | US BANCORP | $402.81万 | 0.02% | 77,449 | -2,276 | -2.9% | -$11.84万 | 减仓 |
| ITA | ISHARES TR | $411.95万 | 0.02% | 18,832 | 2,254 | 13.6% | $49.31万 | 加仓 |
| IXUS | ISHARES TR | $413.95万 | 0.03% | 47,778 | -2,368 | -4.7% | -$20.52万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $416.93万 | 0.03% | 44,889 | -2,947 | -6.2% | -$27.37万 | 减仓 |
| GE | GE AEROSPACE | $417.48万 | 0.03% | 14,712 | -4,710 | -24.3% | -$133.65万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $417.99万 | 0.03% | 43,261 | -81 | -0.2% | -$7,826 | 减仓 |
| GEV | GE VERNOVA INC | $420.45万 | 0.03% | 4,817 | -1,251 | -20.6% | -$109.19万 | 减仓 |
| EBI | RBB FUND TRUST | $425.58万 | 0.03% | 73,552 | 13,128 | 21.7% | $75.96万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $433.00万 | 0.03% | 89,352 | 5,013 | 5.9% | $24.29万 | 加仓 |
| CSCO | CISCO SYS INC | $438.11万 | 0.03% | 56,464 | -940 | -1.6% | -$7.29万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $449.96万 | 0.03% | 195,804 | 8,505 | 4.5% | $19.54万 | 加仓 |
| TRGP | TARGA RES CORP | $450.69万 | 0.03% | 17,975 | 17 | 0.1% | $4,262 | 加仓 |
| GDX | VANECK ETF TRUST | $454.92万 | 0.03% | 49,571 | -10,329 | -17.2% | -$94.79万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $456.81万 | 0.03% | 9,294 | -101 | -1.1% | -$4.96万 | 减仓 |
| PFE | PFIZER INC | $462.23万 | 0.03% | 164,612 | -27,754 | -14.4% | -$77.93万 | 减仓 |
| ITOT | ISHARES TR | $462.29万 | 0.03% | 32,457 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $469.12万 | 0.03% | 45,692 | 33 | 0.1% | $3,388 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $469.19万 | 0.03% | 18,026 | -77 | -0.4% | -$2.00万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $486.32万 | 0.03% | 29,413 | 7,076 | 31.7% | $117.00万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $488.29万 | 0.03% | 7,917 | 1,201 | 17.9% | $74.07万 | 加仓 |
| WMB | WILLIAMS COS INC | $493.25万 | 0.03% | 67,773 | -293 | -0.4% | -$2.13万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $508.77万 | 0.03% | 101,774 | 4,234 | 4.3% | $21.17万 | 加仓 |