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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,006,863 | -100.0% | -$17.97亿 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -6,528 | -100.0% | -$696.89万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -33,718 | -100.0% | -$605.34万 | 清仓 |
| DES | WISDOMTREE TR | $0 | 0.00% | 0 | -35,081 | -100.0% | -$126.08万 | 清仓 |
| TG | TREDEGAR CORP | $0 | 0.00% | 0 | -129,869 | -100.0% | -$103.25万 | 清仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $0 | 0.00% | 0 | -166,041 | -100.0% | -$44.33万 | 清仓 |
| MLN | VANECK ETF TRUST | $0 | 0.00% | 0 | -20,802 | -100.0% | -$36.28万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -6,479 | -100.0% | -$32.68万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -4,169 | -100.0% | -$27.56万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -8,347 | -100.0% | -$25.03万 | 清仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -11,091 | -100.0% | -$24.82万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -7,404 | -100.0% | -$24.58万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,651 | -100.0% | -$24.57万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -1,206 | -100.0% | -$24.30万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -3,104 | -100.0% | -$24.22万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -3,396 | -100.0% | -$24.17万 | 清仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -10,391 | -100.0% | -$23.96万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -5,950 | -100.0% | -$23.91万 | 清仓 |
| SII | SPROTT INC | $0 | 0.00% | 0 | -1,649 | -100.0% | -$23.57万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -1,007 | -100.0% | -$23.48万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -2,766 | -100.0% | -$23.46万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,066 | -100.0% | -$23.35万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -2,995 | -100.0% | -$22.64万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -3,887 | -100.0% | -$22.62万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -8,722 | -100.0% | -$22.57万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -1,532 | -100.0% | -$21.62万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,088 | -100.0% | -$21.52万 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -3,680 | -100.0% | -$21.20万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,031 | -100.0% | -$21.08万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -6,913 | -100.0% | -$20.96万 | 清仓 |
| — | BELPOINTE PREP LLC | $0 | 0.00% | 0 | -3,935 | -100.0% | -$20.93万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -6,529 | -100.0% | -$20.90万 | 清仓 |
| ETHB | ISHARES STAKED ETHEREUM TR E | $0 | 0.00% | 0 | -7,727 | -100.0% | -$20.84万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -536 | -100.0% | -$20.36万 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -2,982 | -100.0% | -$20.15万 | 清仓 |
| — | OCEAN PWR TECHNOLOGIES INC | $0 | 0.00% | 0 | -157,557 | -100.0% | -$5.51万 | 清仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$3.70万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -12,253 | -100.0% | -$3.20万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.08万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$2.08万 | 清仓 |
| OKLO | OKLO INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$9,918 | 清仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$8,287 | 清仓 |
| ONDS | ONDAS INC 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$4,520 | 清仓 |
| — | REDWOOD TRUST INC | $1.00万 | 0.00% | 99 | 99 | — | $1.00万 | 新建仓 |
| — | DEFI TECHNOLOGIES INC | $1.20万 | 0.00% | 23,327 | -39,268 | -62.7% | -$2.02万 | 减仓 |
| — | GREEN PLAINS INC | $1.40万 | 0.00% | 140 | 140 | — | $1.40万 | 新建仓 |
| — | GLADSTONE CAP CORP | $1.43万 | 0.00% | 149 | 149 | — | $1.43万 | 新建仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $1.49万 | 0.00% | 149 | 149 | — | $1.49万 | 新建仓 |
| — | LONGEVERON INC | $1.50万 | 0.00% | 21,300 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $2.02万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | THE REAL BROKERAGE INC | $2.31万 | 0.00% | 12,703 | 12,703 | — | $2.31万 | 新建仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $3.15万 | 0.00% | 15,196 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $4.34万 | 0.00% | 15,032 | 0 | 0.0% | — | 不变 |
| NRGV | ENERGY VAULT HOLDINGS INC | $4.86万 | 0.00% | 10,321 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5.40万 | 0.00% | 10,822 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $5.67万 | 0.00% | 11,982 | -148 | -1.2% | -$700 | 减仓 |
| — | SELECTQUOTE INC | $5.91万 | 0.00% | 70,256 | 0 | 0.0% | — | 不变 |
| YEXT | YEXT INC | $6.48万 | 0.00% | 13,876 | 0 | 0.0% | — | 不变 |
| — | MARTIN MIDSTREAM PRTNRS L P | $6.48万 | 0.00% | 28,067 | 51 | 0.2% | $118 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $7.68万 | 0.00% | 16,623 | 492 | 3.1% | $2,273 | 加仓 |
| BLND | BLEND LABS INC | $8.02万 | 0.00% | 46,903 | 3,737 | 8.7% | $6,390 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $8.08万 | 0.00% | 23,707 | 0 | 0.0% | — | 不变 |
| — | CIBUS INC | $8.15万 | 0.00% | 59,474 | 59,474 | — | $8.15万 | 新建仓 |
| — | PUTNAM ETF TRUST | $8.25万 | 0.00% | 10,398 | 0 | 0.0% | — | 不变 |
| — | ACV AUCTIONS INC | $8.30万 | 0.00% | 11,540 | -10,137 | -46.8% | -$7.29万 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $8.95万 | 0.00% | 39,511 | 39,511 | — | $8.95万 | 新建仓 |
| — | ATAIBECKLEY INC | $9.96万 | 0.00% | 18,904 | 18,904 | — | $9.96万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $10.00万 | 0.00% | 12,688 | 12,688 | — | $10.00万 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $10.23万 | 0.00% | 13,337 | 13,337 | — | $10.23万 | 新建仓 |
| — | MANHATTAN BRDG CAP INC | $10.39万 | 0.00% | 22,997 | -4,321 | -15.8% | -$1.95万 | 减仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $12.48万 | 0.00% | 26,000 | 0 | 0.0% | — | 不变 |
| — | CANARY CAPITAL GROUP LLX | $12.91万 | 0.00% | 13,622 | 13,622 | — | $12.91万 | 新建仓 |
| — | SOLUNA HOLDINGS INC | $13.50万 | 0.00% | 100,000 | 100,000 | — | $13.50万 | 新建仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $14.06万 | 0.00% | 14,042 | -5,695 | -28.9% | -$5.70万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $14.48万 | 0.00% | 15,420 | 15,420 | — | $14.48万 | 新建仓 |
| CADL | CANDEL THERAPEUTICS INC | $14.96万 | 0.00% | 14,525 | -27,342 | -65.3% | -$28.16万 | 减仓 |
| — | COHEN & STEERS CLOSED-END | $15.03万 | 0.00% | 10,830 | 10,830 | — | $15.03万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $15.05万 | 0.00% | 19,779 | -3,524 | -15.1% | -$2.68万 | 减仓 |
| ONDS | ONDAS INC | $16.04万 | 0.00% | 19,472 | 930 | 5.0% | $7,663 | 加仓 |
| VTRS | VIATRIS INC | $16.33万 | 0.00% | 10,282 | -4,023 | -28.1% | -$6.39万 | 重新持有 |
| DGXX | DIGI PWR X INC | $17.71万 | 0.00% | 32,488 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC 看涨期权 | $18.32万 | 0.00% | 20,000 | 20,000 | — | $18.32万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $18.54万 | 0.00% | 11,678 | 1,327 | 12.8% | $2.11万 | 加仓 |
| TLH | ISHARES TR | $20.07万 | 0.00% | 2,000 | -3,816 | -65.6% | -$38.30万 | 减仓 |
| — | SPORTSMANS WHSE HLDGS INC | $20.09万 | 0.00% | 151,037 | 117,704 | 353.1% | $15.65万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $20.16万 | 0.00% | 1,795 | 1,795 | — | $20.16万 | 新建仓 |
| ENTG | ENTEGRIS INC | $20.16万 | 0.00% | 1,121 | 1,121 | — | $20.16万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $20.28万 | 0.00% | 1,264 | 2 | 0.2% | $321 | 加仓 |
| WYNN | WYNN RESORTS LTD | $20.31万 | 0.00% | 2,091 | 2,091 | — | $20.31万 | 新建仓 |
| XEL | XCEL ENERGY INC | $20.41万 | 0.00% | 2,542 | -956 | -27.3% | -$7.68万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20.44万 | 0.00% | 1,896 | 1,896 | — | $20.44万 | 新建仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $20.51万 | 0.00% | 8,551 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $20.61万 | 0.00% | 1,325 | 1,325 | — | $20.61万 | 新建仓 |
| TRMB | TRIMBLE INC | $20.66万 | 0.00% | 4,036 | -119 | -2.9% | -$6,090 | 减仓 |
| COWG | PACER FDS TR | $20.66万 | 0.00% | 5,145 | -6,787 | -56.9% | -$27.25万 | 减仓 |
| HSY | HERSHEY CO | $20.77万 | 0.00% | 1,184 | -121 | -9.3% | -$2.12万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $20.79万 | 0.00% | 6,004 | 6,004 | — | $20.79万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $20.91万 | 0.00% | 7,035 | -1,905 | -21.3% | -$5.66万 | 重新持有 |
| SHY | ISHARES TR | $20.91万 | 0.00% | 2,547 | -2,620 | -50.7% | -$21.51万 | 减仓 |
| CRWV | COREWEAVE INC | $20.99万 | 0.00% | 2,109 | 2,109 | — | $20.99万 | 新建仓 |