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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $1,437.81万 | 0.11% | 156,131 | -1,581 | -1.0% | -$14.56万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,418.63万 | 0.10% | 209,980 | 5,402 | 2.6% | $36.50万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,410.25万 | 0.10% | 41,354 | 31,314 | 311.9% | $1,067.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,395.57万 | 0.10% | 334,430 | 1,257 | 0.4% | $5.25万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,372.69万 | 0.10% | 114,850 | -753,134 | -86.8% | -$9,001.47万 | 减仓 |
| CLOI | VANECK ETF TRUST | $1,372.26万 | 0.10% | 259,161 | 7,394 | 2.9% | $39.15万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,312.94万 | 0.10% | 77,168 | 72 | 0.1% | $1.23万 | 加仓 |
| FSUN | FIRSTSUN CAP BANCORP | $1,291.37万 | 0.10% | 333,000 | 333,000 | — | $1,291.37万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $1,282.74万 | 0.09% | 87,475 | -7,642 | -8.0% | -$112.06万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $1,267.91万 | 0.09% | 219,551 | -29,673 | -11.9% | -$171.36万 | 减仓 |
| AME | AMETEK INC | $1,262.18万 | 0.09% | 52,169 | -373 | -0.7% | -$9.02万 | 减仓 |
| DVY | ISHARES TR | $1,256.91万 | 0.09% | 80,417 | -23,695 | -22.8% | -$370.35万 | 减仓 |
| IWR | ISHARES TR | $1,223.55万 | 0.09% | 110,909 | -976 | -0.9% | -$10.77万 | 减仓 |
| CAT | CATERPILLAR INC | $1,218.13万 | 0.09% | 11,439 | -197 | -1.7% | -$20.98万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,217.76万 | 0.09% | 13,018 | 178 | 1.4% | $16.65万 | 加仓 |
| — | GMO ETF TRUST | $1,115.63万 | 0.08% | 412,710 | 270,448 | 190.1% | $731.07万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,100.09万 | 0.08% | 379,866 | -9,447 | -2.4% | -$27.36万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,095.42万 | 0.08% | 329,053 | -40,576 | -11.0% | -$135.08万 | 减仓 |
| ABBV | ABBVIE INC | $1,090.34万 | 0.08% | 43,329 | 2,173 | 5.3% | $54.68万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,060.41万 | 0.08% | 18,254 | 8,273 | 82.9% | $480.60万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,014.28万 | 0.08% | 24,404 | 2,054 | 9.2% | $85.37万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $997.48万 | 0.07% | 52,020 | 46,686 | 875.3% | $895.20万 | 加仓 |
| ETN | EATON CORP PLC | $980.16万 | 0.07% | 23,002 | 1,730 | 8.1% | $73.72万 | 加仓 |
| GEV | GE VERNOVA INC | $915.32万 | 0.07% | 7,791 | 2,974 | 61.7% | $349.40万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $908.99万 | 0.07% | 17,401 | -272 | -1.5% | -$14.21万 | 减仓 |
| MGC | VANGUARD WORLD FD | $907.44万 | 0.07% | 33,163 | -373 | -1.1% | -$10.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $869.47万 | 0.06% | 332,365 | 258,088 | 347.5% | $675.16万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $842.84万 | 0.06% | 78,403 | -78 | -0.1% | -$8,385 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $832.22万 | 0.06% | 214,544 | 11,163 | 5.5% | $43.30万 | 加仓 |
| EBI | RBB FUND TRUST | $824.73万 | 0.06% | 126,978 | 53,426 | 72.6% | $347.00万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $819.39万 | 0.06% | 170,280 | 4,156 | 2.5% | $20.00万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $788.52万 | 0.06% | 28,040 | 90 | 0.3% | $2.53万 | 加仓 |
| MRK | MERCK & CO INC | $788.40万 | 0.06% | 61,354 | -1,698 | -2.7% | -$21.82万 | 减仓 |
| BA | BOEING CO | $776.60万 | 0.06% | 35,876 | 1,293 | 3.7% | $27.99万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $771.52万 | 0.06% | 22,041 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $760.44万 | 0.06% | 45,876 | -1,010 | -2.2% | -$16.74万 | 减仓 |
| ICF | ISHARES TR | $749.56万 | 0.06% | 110,832 | -344 | -0.3% | -$2.33万 | 减仓 |
| BOND | PIMCO ETF TR | $746.10万 | 0.06% | 80,913 | -794 | -1.0% | -$7.32万 | 减仓 |
| IEF | ISHARES TR | $742.40万 | 0.05% | 78,503 | -20,967 | -21.1% | -$198.29万 | 减仓 |
| HD | HOME DEPOT INC | $731.60万 | 0.05% | 20,744 | -1,299 | -5.9% | -$45.81万 | 减仓 |
| KO | COCA COLA CO | $723.92万 | 0.05% | 89,076 | -3,235 | -3.5% | -$26.29万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $719.05万 | 0.05% | 14,000 | 1,618 | 13.1% | $83.10万 | 加仓 |
| CSCO | CISCO SYS INC | $716.19万 | 0.05% | 60,973 | 4,509 | 8.0% | $52.96万 | 加仓 |
| MGK | VANGUARD WORLD FD | $700.99万 | 0.05% | 79,740 | -325,810 | -80.3% | -$2,864.18万 | 减仓 |
| EFX | EQUIFAX INC | $700.00万 | 0.05% | 44,103 | -432 | -1.0% | -$6.86万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $692.43万 | 0.05% | 282,623 | 2 | 0.0% | $49 | 加仓 |
| ESGD | ISHARES TR | $688.72万 | 0.05% | 66,989 | -4,155 | -5.8% | -$42.72万 | 减仓 |
| MCD | MCDONALDS CORP | $688.66万 | 0.05% | 25,477 | -602 | -2.3% | -$16.27万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $683.37万 | 0.05% | 90,813 | -9,496 | -9.5% | -$71.46万 | 减仓 |
| ORCL | ORACLE CORP | $669.23万 | 0.05% | 45,665 | 4,573 | 11.1% | $67.02万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $657.56万 | 0.05% | 51,448 | 1,394 | 2.8% | $17.82万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $656.02万 | 0.05% | 99,578 | -4,662 | -4.5% | -$30.71万 | 减仓 |
| AMAT | APPLIED MATLS INC | $649.51万 | 0.05% | 8,984 | 1,476 | 19.7% | $106.71万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $649.30万 | 0.05% | 152,178 | -6,176 | -3.9% | -$26.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $646.53万 | 0.05% | 33,888 | 30,641 | 943.7% | $584.58万 | 加仓 |
| OEF | ISHARES TR | $645.28万 | 0.05% | 17,637 | 205 | 1.2% | $7.50万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $630.85万 | 0.05% | 171,614 | -10,197 | -5.6% | -$37.48万 | 减仓 |
| UNP | UNION PAC CORP | $620.89万 | 0.05% | 22,827 | 907 | 4.1% | $24.67万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $619.23万 | 0.05% | 116,419 | -8,747 | -7.0% | -$46.53万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $618.49万 | 0.05% | 32,463 | 8,357 | 34.7% | $159.22万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $614.92万 | 0.05% | 40,081 | -1,074 | -2.6% | -$16.48万 | 减仓 |
| GLD | SPDR GOLD TR | $611.82万 | 0.05% | 16,608 | 3,283 | 24.6% | $120.94万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $610.49万 | 0.05% | 27,850 | -2,711 | -8.9% | -$59.43万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $604.95万 | 0.04% | 114,661 | 8,041 | 7.5% | $42.42万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $603.78万 | 0.04% | 24,523 | -1,288 | -5.0% | -$31.71万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $602.24万 | 0.04% | 217,700 | -7,304 | -3.2% | -$20.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $600.19万 | 0.04% | 51,443 | 2,020 | 4.1% | $23.57万 | 加仓 |
| QCOM | QUALCOMM INC | $597.00万 | 0.04% | 32,307 | 7,062 | 28.0% | $130.50万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $583.16万 | 0.04% | 110,614 | 110,614 | — | $583.16万 | 新建仓 |
| QEFA | SPDR INDEX SHS FDS | $582.76万 | 0.04% | 60,694 | -3,128 | -4.9% | -$30.03万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $579.51万 | 0.04% | 74,382 | 3,406 | 4.8% | $26.54万 | 加仓 |
| COWZ | PACER FDS TR | $578.59万 | 0.04% | 93,021 | -632 | -0.7% | -$3.93万 | 减仓 |
| BAC | BANK OF AMER CORP | $576.13万 | 0.04% | 101,111 | -114,133 | -53.0% | -$650.33万 | 减仓 |
| BN | BROOKFIELD CORP | $562.36万 | 0.04% | 132,041 | 188 | 0.1% | $8,007 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $548.77万 | 0.04% | 4,754 | 522 | 12.3% | $60.26万 | 加仓 |
| CHAT | TIDAL TRUST II | $547.35万 | 0.04% | 55,467 | 55,467 | — | $547.35万 | 新建仓 |
| ITOT | ISHARES TR | $545.99万 | 0.04% | 33,237 | 780 | 2.4% | $12.81万 | 加仓 |
| NFLX | NETFLIX INC. | $545.23万 | 0.04% | 76,362 | 23,250 | 43.8% | $166.01万 | 加仓 |
| GE | GE AEROSPACE | $543.91万 | 0.04% | 14,554 | -158 | -1.1% | -$5.90万 | 减仓 |
| INTC | INTEL CORP | $543.73万 | 0.04% | 38,941 | 4,072 | 11.7% | $56.86万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $542.63万 | 0.04% | 101,426 | -26,501 | -20.7% | -$141.78万 | 减仓 |
| IREN | IREN LIMITED | $539.49万 | 0.04% | 117,972 | 931 | 0.8% | $4.26万 | 加仓 |
| PEP | PEPSICO INC | $531.04万 | 0.04% | 39,220 | -1,577 | -3.9% | -$21.35万 | 减仓 |
| AMGN | AMGEN INC | $524.57万 | 0.04% | 14,486 | -116 | -0.8% | -$4.20万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $518.95万 | 0.04% | 28,685 | -728 | -2.5% | -$13.17万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $518.54万 | 0.04% | 7,373 | -544 | -6.9% | -$38.26万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $509.15万 | 0.04% | 42,739 | -522 | -1.2% | -$6.22万 | 减仓 |
| APH | AMPHENOL CORP | $507.59万 | 0.04% | 28,788 | 212 | 0.7% | $3.74万 | 加仓 |
| WMB | WILLIAMS COS INC | $506.69万 | 0.04% | 68,159 | 386 | 0.6% | $2.87万 | 加仓 |
| CNC | CENTENE CORP DEL | $500.42万 | 0.04% | 77,959 | -2,555 | -3.2% | -$16.40万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $490.05万 | 0.04% | 89,084 | -268 | -0.3% | -$1.47万 | 减仓 |
| USB | US BANCORP | $488.84万 | 0.04% | 80,933 | 3,484 | 4.5% | $21.04万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $487.10万 | 0.04% | 18,009 | -17 | -0.1% | -$4,598 | 减仓 |
| TRGP | TARGA RES CORP | $481.50万 | 0.04% | 17,957 | -18 | -0.1% | -$4,827 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $481.21万 | 0.04% | 94,998 | -6,776 | -6.7% | -$34.32万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $480.59万 | 0.04% | 113,507 | 3,751 | 3.4% | $15.88万 | 加仓 |
| ITA | ISHARES TR | $477.98万 | 0.04% | 19,717 | 885 | 4.7% | $21.45万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $465.07万 | 0.03% | 9,738 | 928 | 10.5% | $44.32万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $449.32万 | 0.03% | 4,443 | -91 | -2.0% | -$9.20万 | 减仓 |
| DBEF | DBX ETF TR | $445.62万 | 0.03% | 81,571 | 16,169 | 24.7% | $88.33万 | 加仓 |