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 |
|---|---|---|---|---|---|---|---|---|
| IWN | ISHARES TR | $1,356.10万 | 0.08% | 71,528 | -789 | -1.1% | -$14.96万 | 减仓 |
| IJJ | ISHARES TR | $1,354.15万 | 0.08% | 102,200 | -2,405 | -2.3% | -$31.87万 | 减仓 |
| LLY | ELI LILLY & CO | $1,349.84万 | 0.08% | 14,676 | -191 | -1.3% | -$17.57万 | 减仓 |
| EEM | ISHARES TR | $1,335.73万 | 0.08% | 235,205 | -1,438 | -0.6% | -$8.17万 | 减仓 |
| IJK | ISHARES TR | $1,330.57万 | 0.08% | 132,237 | 2,539 | 2.0% | $25.55万 | 加仓 |
| CLOI | VANECK ETF TRUST | $1,326.81万 | 0.08% | 251,767 | 21,827 | 9.5% | $115.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,279.42万 | 0.08% | 12,840 | -9 | -0.1% | -$8,968 | 减仓 |
| V | VISA INC | $1,234.64万 | 0.07% | 40,850 | 1,322 | 3.3% | $39.96万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $1,226.18万 | 0.07% | 249,224 | 112,422 | 82.2% | $553.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,224.74万 | 0.07% | 333,173 | 5,659 | 1.7% | $20.80万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,211.51万 | 0.07% | 204,578 | -4,766 | -2.3% | -$28.22万 | 减仓 |
| AME | AMETEK INC | $1,126.29万 | 0.07% | 52,542 | -213 | -0.4% | -$4.57万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,118.05万 | 0.07% | 77,096 | -141 | -0.2% | -$2.04万 | 减仓 |
| IWR | ISHARES TR | $1,087.86万 | 0.07% | 111,885 | 2,433 | 2.2% | $23.66万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,049.31万 | 0.06% | 215,244 | -845 | -0.4% | -$4.12万 | 减仓 |
| URI | UNITED RENTALS INC | $997.28万 | 0.06% | 13,688 | -395 | -2.8% | -$28.78万 | 减仓 |
| HDV | ISHARES TR | $985.54万 | 0.06% | 72,616 | 56,534 | 351.5% | $767.28万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $977.18万 | 0.06% | 389,313 | 1,992 | 0.5% | $5.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $970.07万 | 0.06% | 46,886 | -1,842 | -3.8% | -$38.11万 | 减仓 |
| IEF | ISHARES TR | $949.34万 | 0.06% | 99,470 | 4,889 | 5.2% | $46.66万 | 加仓 |
| ABBV | ABBVIE INC | $895.11万 | 0.05% | 41,156 | -1,370 | -3.2% | -$29.80万 | 减仓 |
| CAT | CATERPILLAR INC | $824.35万 | 0.05% | 11,636 | 682 | 6.2% | $48.32万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $818.61万 | 0.05% | 17,673 | 3,548 | 25.1% | $164.34万 | 加仓 |
| MCD | MCDONALDS CORP | $810.52万 | 0.05% | 26,079 | -687 | -2.6% | -$21.35万 | 减仓 |
| EFX | EQUIFAX INC | $801.94万 | 0.05% | 44,535 | -1,118 | -2.4% | -$20.13万 | 减仓 |
| MGC | VANGUARD WORLD FD | $792.62万 | 0.05% | 33,536 | -835 | -2.4% | -$19.74万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $776.46万 | 0.05% | 166,124 | -8,602 | -4.9% | -$40.21万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $772.10万 | 0.05% | 78,481 | -765 | -1.0% | -$7.53万 | 减仓 |
| ETN | EATON CORP PLC | $760.82万 | 0.05% | 21,272 | 11,758 | 123.6% | $420.54万 | 加仓 |
| MRK | MERCK & CO INC | $758.45万 | 0.05% | 63,052 | 8,047 | 14.6% | $96.80万 | 加仓 |
| BOND | PIMCO ETF TR | $753.99万 | 0.05% | 81,707 | 3,997 | 5.1% | $36.88万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $749.51万 | 0.05% | 100,309 | 4,918 | 5.2% | $36.75万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $727.85万 | 0.04% | 144,500 | 32,871 | 29.4% | $165.57万 | 加仓 |
| HD | HOME DEPOT INC | $724.96万 | 0.04% | 22,043 | 298 | 1.4% | $9.80万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $722.96万 | 0.04% | 49,423 | 3,088 | 6.7% | $45.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $712.65万 | 0.04% | 203,381 | 8,819 | 4.5% | $30.90万 | 加仓 |
| KO | COCA COLA CO | $702.02万 | 0.04% | 92,311 | -19,556 | -17.5% | -$148.72万 | 减仓 |
| FICO | FAIR ISAAC CORP | $696.89万 | 0.04% | 6,528 | -11 | -0.2% | -$1.17万 | 减仓 |
| BA | BOEING CO | $688.30万 | 0.04% | 34,583 | 1,592 | 4.8% | $31.69万 | 加仓 |
| ICF | ISHARES TR | $688.07万 | 0.04% | 111,176 | 3,990 | 3.7% | $24.69万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $687.97万 | 0.04% | 181,811 | 695 | 0.4% | $2.63万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $687.86万 | 0.04% | 127,927 | 4,081 | 3.3% | $21.94万 | 加仓 |
| ESGD | ISHARES TR | $680.28万 | 0.04% | 71,144 | 5,093 | 7.7% | $48.70万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $677.48万 | 0.04% | 27,950 | 79 | 0.3% | $1.91万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $661.50万 | 0.04% | 125,166 | -640 | -0.5% | -$3.38万 | 减仓 |
| PEP | PEPSICO INC | $633.54万 | 0.04% | 40,797 | -7,166 | -14.9% | -$111.28万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $633.15万 | 0.04% | 225,004 | -38,908 | -14.7% | -$109.49万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $622.80万 | 0.04% | 30,561 | 237 | 0.8% | $4.83万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $620.17万 | 0.04% | 22,041 | -500 | -2.2% | -$14.07万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $618.69万 | 0.04% | 12,382 | -106 | -0.8% | -$5.30万 | 减仓 |
| ALB | ALBEMARLE CORP | $605.34万 | 0.04% | 33,718 | -5,031 | -13.0% | -$90.32万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $604.76万 | 0.04% | 22,350 | 1,030 | 4.8% | $27.87万 | 加仓 |
| ORCL | ORACLE CORP | $604.50万 | 0.04% | 41,092 | 930 | 2.3% | $13.68万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $595.27万 | 0.04% | 63,822 | -775 | -1.2% | -$7.23万 | 减仓 |
| DHR | DANAHER CORP DEL | $590.93万 | 0.04% | 31,167 | 934 | 3.1% | $17.71万 | 加仓 |
| COWZ | PACER FDS TR | $585.89万 | 0.04% | 93,653 | 8,766 | 10.3% | $54.84万 | 加仓 |
| GLD | SPDR GOLD TR | $573.36万 | 0.03% | 13,325 | 1,180 | 9.7% | $50.77万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $566.59万 | 0.03% | 158,354 | -3,978 | -2.5% | -$14.23万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $564.04万 | 0.03% | 104,240 | 8,623 | 9.0% | $46.66万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $556.52万 | 0.03% | 70,976 | -2,834 | -3.8% | -$22.22万 | 减仓 |
| OEF | ISHARES TR | $554.46万 | 0.03% | 17,432 | 21 | 0.1% | $6,679 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $550.97万 | 0.03% | 109,756 | -5,309 | -4.6% | -$26.65万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $549.04万 | 0.03% | 50,054 | 4,584 | 10.1% | $50.28万 | 加仓 |
| BN | BROOKFIELD CORP | $533.61万 | 0.03% | 131,853 | -339 | -0.3% | -$1.37万 | 减仓 |
| UNP | UNION PAC CORP | $531.82万 | 0.03% | 21,920 | 79 | 0.4% | $1.92万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $531.19万 | 0.03% | 25,811 | -2,124 | -7.6% | -$43.71万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $521.69万 | 0.03% | 106,620 | 28,086 | 35.8% | $137.43万 | 加仓 |
| AMGN | AMGEN INC | $513.78万 | 0.03% | 14,602 | -614 | -4.0% | -$21.60万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $512.22万 | 0.03% | 41,155 | -5,727 | -12.2% | -$71.28万 | 减仓 |
| NFLX | NETFLIX INC. | $510.67万 | 0.03% | 53,112 | -2,712 | -4.9% | -$26.08万 | 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 |
| WMB | WILLIAMS COS INC | $493.25万 | 0.03% | 67,773 | -293 | -0.4% | -$2.13万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $488.29万 | 0.03% | 7,917 | 1,201 | 17.9% | $74.07万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $486.32万 | 0.03% | 29,413 | 7,076 | 31.7% | $117.00万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $469.19万 | 0.03% | 18,026 | -77 | -0.4% | -$2.00万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $469.12万 | 0.03% | 45,692 | 33 | 0.1% | $3,388 | 加仓 |
| ITOT | ISHARES TR | $462.29万 | 0.03% | 32,457 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $462.23万 | 0.03% | 164,612 | -27,754 | -14.4% | -$77.93万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $456.81万 | 0.03% | 9,294 | -101 | -1.1% | -$4.96万 | 减仓 |
| GDX | VANECK ETF TRUST | $454.92万 | 0.03% | 49,571 | -10,329 | -17.2% | -$94.79万 | 减仓 |
| TRGP | TARGA RES CORP | $450.69万 | 0.03% | 17,975 | 17 | 0.1% | $4,262 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $449.96万 | 0.03% | 195,804 | 8,505 | 4.5% | $19.54万 | 加仓 |
| CSCO | CISCO SYS INC | $438.11万 | 0.03% | 56,464 | -940 | -1.6% | -$7.29万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $433.00万 | 0.03% | 89,352 | 5,013 | 5.9% | $24.29万 | 加仓 |
| EBI | RBB FUND TRUST | $425.58万 | 0.03% | 73,552 | 13,128 | 21.7% | $75.96万 | 加仓 |
| GEV | GE VERNOVA INC | $420.45万 | 0.03% | 4,817 | -1,251 | -20.6% | -$109.19万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $417.99万 | 0.03% | 43,261 | -81 | -0.2% | -$7,826 | 减仓 |
| GE | GE AEROSPACE | $417.48万 | 0.03% | 14,712 | -4,710 | -24.3% | -$133.65万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $416.93万 | 0.03% | 44,889 | -2,947 | -6.2% | -$27.37万 | 减仓 |
| IXUS | ISHARES TR | $413.95万 | 0.03% | 47,778 | -2,368 | -4.7% | -$20.52万 | 减仓 |
| ITA | ISHARES TR | $411.95万 | 0.02% | 18,832 | 2,254 | 13.6% | $49.31万 | 加仓 |
| USB | US BANCORP | $402.81万 | 0.02% | 77,449 | -2,276 | -2.9% | -$11.84万 | 减仓 |
| IREN | IREN LIMITED | $401.22万 | 0.02% | 117,041 | -414 | -0.4% | -$1.42万 | 减仓 |
| RTX | RTX CORPORATION | $397.18万 | 0.02% | 20,590 | -5,065 | -19.7% | -$97.70万 | 减仓 |
| EMXC | ISHARES INC | $396.07万 | 0.02% | 50,352 | -14,969 | -22.9% | -$117.75万 | 减仓 |
| CB | CHUBB LTD SWITZ | $391.58万 | 0.02% | 12,014 | 139 | 1.2% | $4.53万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $386.40万 | 0.02% | 50,064 | -5,223 | -9.4% | -$40.31万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $383.59万 | 0.02% | 4,534 | -83 | -1.8% | -$7.02万 | 减仓 |
| MPLX | MPLX LP | $379.99万 | 0.02% | 66,583 | -5 | -0.0% | -$285 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $379.61万 | 0.02% | 19,780 | -2,393 | -10.8% | -$45.93万 | 减仓 |