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 |
|---|---|---|---|---|---|---|---|---|
| LECO | LINCOLN ELEC HLDGS INC | $440.87万 | 0.03% | 16,605 | 14,557 | 710.8% | $386.50万 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $438.79万 | 0.03% | 48,108 | 48,108 | — | $438.79万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $434.15万 | 0.03% | 20,405 | 625 | 3.2% | $13.30万 | 加仓 |
| GDX | VANECK ETF TRUST | $430.11万 | 0.03% | 57,005 | 7,434 | 15.0% | $56.09万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $424.62万 | 0.03% | 180,536 | -15,268 | -7.8% | -$35.91万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $419.12万 | 0.03% | 8,360 | -934 | -10.0% | -$46.83万 | 减仓 |
| CB | CHUBB LIMITED | $409.00万 | 0.03% | 12,003 | -11 | -0.1% | -$3,748 | 减仓 |
| ABT | ABBOTT LABORATORIES | $408.44万 | 0.03% | 45,013 | -679 | -1.5% | -$6.16万 | 减仓 |
| RTX | RTX CORPORATION | $403.09万 | 0.03% | 21,245 | 655 | 3.2% | $12.43万 | 加仓 |
| ASML | ASML HLDG NV | $400.02万 | 0.03% | 2,011 | 714 | 55.1% | $142.03万 | 加仓 |
| EVRG | EVERGY INC | $395.07万 | 0.03% | 45,710 | 145 | 0.3% | $1.25万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $391.32万 | 0.03% | 13,136 | -99 | -0.7% | -$2.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $384.57万 | 0.03% | 55,017 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $377.45万 | 0.03% | 42,809 | 10,317 | 31.8% | $90.96万 | 加仓 |
| CLS | CELESTICA INC | $375.63万 | 0.03% | 10,297 | 137 | 1.3% | $5.00万 | 加仓 |
| MPLX | MPLX LP | $375.06万 | 0.03% | 66,583 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $374.93万 | 0.03% | 39,284 | -8,494 | -17.8% | -$81.07万 | 减仓 |
| KLAC | KLA CORP | $373.51万 | 0.03% | 12,380 | -90 | -0.7% | -$2.72万 | 减仓 |
| OKE | ONEOK INC NEW | $373.39万 | 0.03% | 42,948 | 2,245 | 5.5% | $19.52万 | 加仓 |
| PFE | PFIZER INC | $372.04万 | 0.03% | 154,501 | -10,111 | -6.1% | -$24.35万 | 减仓 |
| ACWI | ISHARES TR | $369.62万 | 0.03% | 23,547 | 251 | 1.1% | $3.94万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $366.35万 | 0.03% | 41,739 | -3,150 | -7.0% | -$27.65万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $358.63万 | 0.03% | 66,376 | 186 | 0.3% | $1.00万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $354.27万 | 0.03% | 68,417 | -265 | -0.4% | -$1.37万 | 减仓 |
| SMH | VANECK ETF TRUST | $349.02万 | 0.03% | 5,321 | 955 | 21.9% | $62.64万 | 加仓 |
| MNRO | MONRO INC | $348.81万 | 0.03% | 203,861 | 203,861 | — | $348.81万 | 新建仓 |
| PPG | PPG INDS INC | $347.88万 | 0.03% | 28,682 | -13 | -0.0% | -$1,577 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $346.96万 | 0.03% | 20,817 | -430 | -2.0% | -$7.17万 | 减仓 |
| MO | ALTRIA GROUP INC | $346.95万 | 0.03% | 48,221 | 4,320 | 9.8% | $31.08万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $346.83万 | 0.03% | 32,624 | 819 | 2.6% | $8.71万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $345.24万 | 0.03% | 45,012 | -5,052 | -10.1% | -$38.75万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $341.36万 | 0.03% | 41,317 | -214,469 | -83.8% | -$1,771.95万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $337.27万 | 0.02% | 9,971 | 914 | 10.1% | $30.92万 | 加仓 |
| SNOW | SNOWFLAKE INC | $336.37万 | 0.02% | 13,217 | 12,208 | 1,209.9% | $310.69万 | 重新持有 |
| DFUS | DIMENSIONAL ETF TRUST | $334.98万 | 0.02% | 40,882 | 10 | 0.0% | $819 | 加仓 |
| SLYV | SPDR SERIES TRUST | $329.45万 | 0.02% | 30,194 | -766 | -2.5% | -$8.36万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $328.31万 | 0.02% | 39,872 | -1,349 | -3.3% | -$11.11万 | 减仓 |
| TXN | TEXAS INSTRS INC | $326.95万 | 0.02% | 10,969 | -663 | -5.7% | -$19.76万 | 减仓 |
| WFC | WELLS FARGO & CO | $325.43万 | 0.02% | 39,379 | -2,610 | -6.2% | -$21.57万 | 减仓 |
| TJX | TJX COS INC NEW | $322.25万 | 0.02% | 21,271 | 1,487 | 7.5% | $22.53万 | 加仓 |
| ESGU | ISHARES TR | $321.18万 | 0.02% | 19,623 | -249 | -1.3% | -$4.08万 | 减仓 |
| NOW | SERVICENOW INC | $320.60万 | 0.02% | 32,293 | 19,945 | 161.5% | $198.01万 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $319.16万 | 0.02% | 66,368 | 3,097 | 4.9% | $14.89万 | 加仓 |
| ASST | STRIVE INC | $317.58万 | 0.02% | 291,087 | 291,087 | — | $317.58万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $317.49万 | 0.02% | 3,290 | -858 | -20.7% | -$82.80万 | 减仓 |
| GLW | CORNING INC | $314.14万 | 0.02% | 12,299 | -404 | -3.2% | -$10.32万 | 减仓 |
| DGRO | ISHARES TR | $310.88万 | 0.02% | 41,018 | 2,396 | 6.2% | $18.16万 | 加仓 |
| SGOV | ISHARES TR | $309.05万 | 0.02% | 30,700 | 1,925 | 6.7% | $19.38万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $308.86万 | 0.02% | 6,063 | 96 | 1.6% | $4.89万 | 加仓 |
| MUB | ISHARES TR | $307.65万 | 0.02% | 28,587 | 5,161 | 22.0% | $55.54万 | 加仓 |
| CI | THE CIGNA GROUP | $301.99万 | 0.02% | 10,954 | -928 | -7.8% | -$25.58万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $294.25万 | 0.02% | 72,405 | 5,184 | 7.7% | $21.07万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $292.57万 | 0.02% | 5,910 | -797 | -11.9% | -$39.46万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $291.91万 | 0.02% | 31,637 | -3,939 | -11.1% | -$36.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $291.72万 | 0.02% | 13,026 | 465 | 3.7% | $10.41万 | 加仓 |
| SF | STIFEL FINL CORP | $291.25万 | 0.02% | 41,744 | 25 | 0.1% | $1,744 | 加仓 |
| ESGE | ISHARES INC | $290.65万 | 0.02% | 53,144 | -2,677 | -4.8% | -$14.64万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $287.43万 | 0.02% | 56,827 | 1,573 | 2.8% | $7.96万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $286.62万 | 0.02% | 53,464 | 7,863 | 17.2% | $42.15万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $283.90万 | 0.02% | 24,196 | -1,146 | -4.5% | -$13.45万 | 减仓 |
| EMXC | ISHARES INC | $281.61万 | 0.02% | 27,528 | -22,824 | -45.3% | -$233.49万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $279.19万 | 0.02% | 30,027 | 30,027 | — | $279.19万 | 新建仓 |
| APP | APPLOVIN CORP | $273.14万 | 0.02% | 5,301 | -39 | -0.7% | -$2.01万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $270.94万 | 0.02% | 53,662 | -90,838 | -62.9% | -$458.64万 | 减仓 |
| LOW | LOWES COS INC | $269.05万 | 0.02% | 12,203 | 586 | 5.0% | $12.92万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $268.18万 | 0.02% | 25,981 | -2,977 | -10.3% | -$30.73万 | 减仓 |
| MGV | VANGUARD WORLD FD | $268.15万 | 0.02% | 16,405 | 892 | 5.8% | $14.58万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $266.15万 | 0.02% | 36,255 | -4,507 | -11.1% | -$33.09万 | 减仓 |
| IYW | ISHARES TR | $264.35万 | 0.02% | 10,480 | 1,218 | 13.2% | $30.72万 | 加仓 |
| MS | MORGAN STANLEY | $263.27万 | 0.02% | 12,594 | 1,860 | 17.3% | $38.88万 | 加仓 |
| DE | DEERE & CO | $262.59万 | 0.02% | 4,140 | -1,262 | -23.4% | -$80.05万 | 减仓 |
| KBE | SPDR SERIES TRUST | $259.40万 | 0.02% | 38,024 | 38,024 | — | $259.40万 | 新建仓 |
| DIS | DISNEY WALT CO | $258.96万 | 0.02% | 26,904 | -2,734 | -9.2% | -$26.32万 | 减仓 |
| NLR | VANECK ETF TRUST | $258.27万 | 0.02% | 22,269 | 22,269 | — | $258.27万 | 新建仓 |
| IDXX | IDEXX LABS INC | $258.17万 | 0.02% | 4,904 | -38 | -0.8% | -$2.00万 | 减仓 |
| KRE | SPDR SERIES TRUST | $249.86万 | 0.02% | 33,382 | 29,428 | 744.3% | $220.27万 | 加仓 |
| ADI | ANALOG DEVICES INC | $246.11万 | 0.02% | 6,196 | -96 | -1.5% | -$3.81万 | 减仓 |
| KR | KROGER CO | $244.07万 | 0.02% | 43,953 | -33 | -0.1% | -$1,832 | 减仓 |
| USHY | ISHARES TR | $242.31万 | 0.02% | 65,453 | 1,122 | 1.7% | $4.15万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $241.24万 | 0.02% | 58,482 | 259 | 0.4% | $1.07万 | 加仓 |
| SOXX | ISHARES TR | $240.40万 | 0.02% | 3,752 | 633 | 20.3% | $40.56万 | 加仓 |
| VFH | VANGUARD WORLD FD | $239.70万 | 0.02% | 18,214 | 243 | 1.4% | $3.20万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $235.20万 | 0.02% | 3,682 | 624 | 20.4% | $39.86万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $226.12万 | 0.02% | 44,875 | 6,160 | 15.9% | $31.04万 | 加仓 |
| — | BYRNA TECHNOLOGIES INC | $225.88万 | 0.02% | 336,638 | 313,163 | 1,334.0% | $210.13万 | 加仓 |
| C | CITIGROUP INC | $222.03万 | 0.02% | 15,864 | 507 | 3.3% | $7.10万 | 加仓 |
| BSVO | EA SERIES TRUST | $219.99万 | 0.02% | 75,365 | 40 | 0.1% | $1,168 | 加仓 |
| ENB | ENBRIDGE INC | $218.87万 | 0.02% | 40,375 | 1,361 | 3.5% | $7.38万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $217.67万 | 0.02% | 13,720 | 652 | 5.0% | $10.34万 | 加仓 |
| DT | DYNATRACE INC | $217.30万 | 0.02% | 49,488 | -6,555 | -11.7% | -$28.78万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $213.74万 | 0.02% | 12,510 | 12,510 | — | $213.74万 | 新建仓 |
| URA | GLOBAL X FDS | $211.45万 | 0.02% | 48,387 | 48,387 | — | $211.45万 | 新建仓 |
| PAVE | GLOBAL X FDS | $209.81万 | 0.02% | 35,610 | 2,149 | 6.4% | $12.66万 | 加仓 |
| SYK | STRYKER CORPORATION | $209.43万 | 0.02% | 6,652 | 434 | 7.0% | $13.66万 | 加仓 |
| AZO | AUTOZONE INC | $207.42万 | 0.02% | 649 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $205.25万 | 0.02% | 17,993 | -350 | -1.9% | -$3.99万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $201.36万 | 0.01% | 8,107 | 5,761 | 245.6% | $143.09万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $200.10万 | 0.01% | 23,360 | 23,360 | — | $200.10万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $199.79万 | 0.01% | 19,655 | 1,962 | 11.1% | $19.94万 | 加仓 |
| IUSG | ISHARES TR | $199.76万 | 0.01% | 10,621 | -855 | -7.5% | -$16.08万 | 减仓 |