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 |
|---|---|---|---|---|---|---|---|---|
| INGR | INGREDION INC | $0 | 0.00% | 0 | -32,557 | -100.0% | -$358.97万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -72,333 | -100.0% | -$193.35万 | 清仓 |
| VVX | V2X INC | $0 | 0.00% | 0 | -28,160 | -100.0% | -$153.61万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -40,517 | -100.0% | -$104.92万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -29,054 | -100.0% | -$99.54万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -5,935 | -100.0% | -$96.93万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -15,764 | -100.0% | -$76.17万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -2,409 | -100.0% | -$53.55万 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -16,187 | -100.0% | -$50.95万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -11,631 | -100.0% | -$48.10万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -832 | -100.0% | -$47.25万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -3,917 | -100.0% | -$46.75万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,663 | -100.0% | -$35.72万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -6,482 | -100.0% | -$33.69万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,498 | -100.0% | -$31.84万 | 清仓 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CIGI | COLLIERS INTL GROUP INC | $0 | 0.00% | 0 | -1,975 | -100.0% | -$29.03万 | 清仓 |
| VCRB | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -3,639 | -100.0% | -$28.35万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -503 | -100.0% | -$28.25万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -628 | -100.0% | -$28.01万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -6,261 | -100.0% | -$27.27万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -7,118 | -100.0% | -$27.02万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -9,816 | -100.0% | -$26.07万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,153 | -100.0% | -$25.73万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,342 | -100.0% | -$25.50万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVUS | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -9,558 | -100.0% | -$23.29万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TECL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -2,521 | -100.0% | -$22.69万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -4,838 | -100.0% | -$22.63万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAP | SAP SE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -7,967 | -100.0% | -$21.81万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | -1,799 | -100.0% | -$21.54万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -644 | -100.0% | -$21.40万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,177 | -100.0% | -$21.23万 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -1,709 | -100.0% | -$21.21万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,139 | -100.0% | -$20.78万 | 清仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STXF | EA SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VFMF | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -1,344 | -100.0% | -$20.26万 | 清仓 |
| — | TRAEGER INC | $0 | 0.00% | 0 | -181,913 | -100.0% | -$19.65万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $0 | 0.00% | 0 | -10,000 | -100.0% | -$16.45万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -10,545 | -100.0% | -$7.72万 | 清仓 |
| — | PENNYMAC CORP | $0 | 0.00% | 0 | -2,008 | -100.0% | -$2.52万 | 清仓 |
| CIFR | CIPHER MINING INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -100 | -100.0% | -$9,997 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -3,691 | -100.0% | -$2,724 | 清仓 |
| — | GEOVAX LABS INC | $0 | 0.00% | 0 | -800 | -100.0% | -$137 | 清仓 |
| ONDS | ONDAS INC 看涨期权 | $4,520 | 0.00% | 500 | 500 | — | $4,520 | 新建仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $8,287 | 0.00% | 100 | 100 | — | $8,287 | 新建仓 |
| OKLO | OKLO INC 看涨期权 | $9,918 | 0.00% | 200 | 200 | — | $9,918 | 新建仓 |
| — | CHEGG INC | $1.48万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. 看涨期权 | $2.08万 | 0.00% | 200 | 200 | — | $2.08万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.08万 | 0.00% | 100 | 100 | — | $2.08万 | 新建仓 |
| — | LONGEVERON INC | $2.22万 | 0.00% | 21,300 | 0 | 0.0% | — | 不变 |
| ALXO | ALX ONCOLOGY HLDGS INC | $3.05万 | 0.00% | 15,196 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $3.20万 | 0.00% | 12,253 | -700 | -5.4% | -$1,827 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $3.41万 | 0.00% | 10,321 | 10,321 | — | $3.41万 | 新建仓 |
| — | DEFI TECHNOLOGIES INC | $3.46万 | 0.00% | 62,595 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $3.65万 | 0.00% | 15,032 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看涨期权 | $3.70万 | 0.00% | 100 | 100 | — | $3.70万 | 新建仓 |
| — | SELECTQUOTE INC | $4.42万 | 0.00% | 70,256 | -8,229 | -10.5% | -$5,180 | 减仓 |
| — | SPORTSMANS WHSE HLDGS INC | $4.70万 | 0.00% | 33,333 | 33,333 | — | $4.70万 | 新建仓 |
| YEXT | YEXT INC | $5.33万 | 0.00% | 13,876 | 0 | 0.0% | — | 不变 |
| — | OCEAN PWR TECHNOLOGIES INC | $5.51万 | 0.00% | 157,557 | 157,557 | — | $5.51万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5.52万 | 0.00% | 10,822 | 10,822 | — | $5.52万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $6.27万 | 0.00% | 12,130 | -382 | -3.1% | -$1,975 | 减仓 |
| ASM | AVINO SILVER & GOLD MINES LT | $6.32万 | 0.00% | 10,000 | 10,000 | — | $6.32万 | 新建仓 |
| DGXX | DIGI PWR X INC | $6.59万 | 0.00% | 32,488 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC | $7.34万 | 0.00% | 43,166 | 3,740 | 9.5% | $6,358 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $7.55万 | 0.00% | 16,131 | -868 | -5.1% | -$4,062 | 减仓 |
| — | MARTIN MIDSTREAM PRTNRS L P | $7.73万 | 0.00% | 28,016 | 51 | 0.2% | $141 | 加仓 |
| — | PUTNAM ETF TRUST | $8.10万 | 0.00% | 10,398 | 10,398 | — | $8.10万 | 新建仓 |
| — | ACV AUCTIONS INC | $9.19万 | 0.00% | 21,677 | -5,216 | -19.4% | -$2.21万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $9.89万 | 0.00% | 23,707 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $11.70万 | 0.00% | 26,000 | 0 | 0.0% | — | 不变 |
| — | MANHATTAN BRDG CAP INC | $12.16万 | 0.00% | 27,318 | -3,992 | -12.7% | -$1.78万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $13.41万 | 0.00% | 25,832 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $15.47万 | 0.00% | 37,537 | 2,157 | 6.1% | $8,887 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $16.75万 | 0.00% | 10,546 | 10,546 | — | $16.75万 | 新建仓 |
| ONDS | ONDAS INC | $16.76万 | 0.00% | 18,542 | 8,507 | 84.8% | $7.69万 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $17.64万 | 0.00% | 23,303 | -2,035 | -8.0% | -$1.54万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $17.93万 | 0.00% | 10,351 | 10,351 | — | $17.93万 | 新建仓 |
| OKLO | OKLO INC | $19.48万 | 0.00% | 3,928 | -744 | -15.9% | -$3.69万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $20.07万 | 0.00% | 3,975 | 3,975 | — | $20.07万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $20.15万 | 0.00% | 2,982 | -19 | -0.6% | -$1,284 | 减仓 |