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 |
|---|---|---|---|---|---|---|---|---|
| AOA | ISHARES TR | $79.96万 | 0.00% | 9,036 | 2,148 | 31.2% | $19.01万 | 加仓 |
| FAST | FASTENAL CO | $79.83万 | 0.00% | 17,205 | 7,800 | 82.9% | $36.19万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $79.79万 | 0.00% | 8,550 | -28 | -0.3% | -$2,613 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $79.75万 | 0.00% | 30,534 | 1,378 | 4.7% | $3.60万 | 加仓 |
| DHI | D R HORTON INC | $79.53万 | 0.00% | 5,796 | -182 | -3.0% | -$2.50万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $78.92万 | 0.00% | 3,446 | -90 | -2.5% | -$2.06万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $78.67万 | 0.00% | 719 | -48 | -6.3% | -$5.25万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $78.51万 | 0.00% | 8,139 | -290 | -3.4% | -$2.80万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $78.28万 | 0.00% | 5,369 | 189 | 3.6% | $2.76万 | 加仓 |
| VIS | VANGUARD WORLD FD | $78.24万 | 0.00% | 2,506 | 0 | 0.0% | — | 不变 |
| LAW | CS DISCO INC | $77.88万 | 0.00% | 203,886 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $76.76万 | 0.00% | 8,117 | -444 | -5.2% | -$4.20万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $76.56万 | 0.00% | 4,868 | 913 | 23.1% | $14.36万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $76.02万 | 0.00% | 4,700 | 29 | 0.6% | $4,690 | 加仓 |
| MMM | 3M CO | $75.78万 | 0.00% | 5,218 | 377 | 7.8% | $5.48万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $75.68万 | 0.00% | 2,205 | -35 | -1.6% | -$1.20万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $75.46万 | 0.00% | 2,482 | -117 | -4.5% | -$3.56万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $75.02万 | 0.00% | 18,374 | -2,037 | -10.0% | -$8.32万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $74.80万 | 0.00% | 22,309 | 1,063 | 5.0% | $3.56万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $74.40万 | 0.00% | 7,852 | 3 | 0.0% | $284 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $73.72万 | 0.00% | 21,702 | 23 | 0.1% | $781 | 加仓 |
| DGRW | WISDOMTREE TR | $73.10万 | 0.00% | 8,322 | -954 | -10.3% | -$8.38万 | 减仓 |
| CMI | CUMMINS INC | $72.92万 | 0.00% | 1,355 | 501 | 58.7% | $26.96万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $72.40万 | 0.00% | 3,851 | -251 | -6.1% | -$4.72万 | 减仓 |
| YUM | YUM BRANDS INC | $72.28万 | 0.00% | 4,649 | 58 | 1.3% | $9,017 | 加仓 |
| SPYX | SPDR SERIES TRUST | $72.20万 | 0.00% | 13,614 | 29 | 0.2% | $1,538 | 加仓 |
| GM | GENERAL MTRS CO | $70.56万 | 0.00% | 9,471 | 415 | 4.6% | $3.09万 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $70.36万 | 0.00% | 63,555 | 63,555 | — | $70.36万 | 新建仓 |
| AON | AON PLC | $70.32万 | 0.00% | 2,179 | -210 | -8.8% | -$6.78万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $70.20万 | 0.00% | 6,084 | -590 | -8.8% | -$6.81万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $69.99万 | 0.00% | 24,379 | -2,447 | -9.1% | -$7.03万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $69.40万 | 0.00% | 2,522 | -44 | -1.7% | -$1.21万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $68.50万 | 0.00% | 4,096 | 298 | 7.8% | $4.98万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $67.47万 | 0.00% | 358 | 358 | — | $67.47万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $67.11万 | 0.00% | 14,964 | -616 | -4.0% | -$2.76万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $66.82万 | 0.00% | 15,032 | 3,604 | 31.5% | $16.02万 | 加仓 |
| CSL | CARLISLE COS INC | $66.72万 | 0.00% | 2,000 | 3 | 0.2% | $1,001 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $66.69万 | 0.00% | 6,427 | 1,326 | 26.0% | $13.76万 | 加仓 |
| EME | EMCOR GROUP INC | $66.67万 | 0.00% | 903 | 91 | 11.2% | $6.72万 | 加仓 |
| CVS | CVS HEALTH CORP | $66.57万 | 0.00% | 9,269 | 1,021 | 12.4% | $7.33万 | 加仓 |
| RVTY | REVVITY INC | $66.50万 | 0.00% | 7,591 | -1,027 | -11.9% | -$9.00万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $66.33万 | 0.00% | 2,282 | 1,516 | 197.9% | $44.06万 | 加仓 |
| SNPS | SYNOPSYS INC | $65.97万 | 0.00% | 1,664 | -10 | -0.6% | -$3,965 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $65.71万 | 0.00% | 11,669 | -4,518 | -27.9% | -$25.44万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $65.51万 | 0.00% | 2,346 | 72 | 3.2% | $2.01万 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $64.91万 | 0.00% | 10,031 | 6 | 0.1% | $388 | 加仓 |
| R | RYDER SYS INC | $63.60万 | 0.00% | 3,107 | 1 | 0.0% | $205 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $63.56万 | 0.00% | 5,490 | 1,911 | 53.4% | $22.12万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $62.14万 | 0.00% | 5,625 | 2,854 | 103.0% | $31.53万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $61.61万 | 0.00% | 13,425 | -741 | -5.2% | -$3.40万 | 减仓 |
| XT | ISHARES TR | $61.49万 | 0.00% | 9,023 | 2,295 | 34.1% | $15.64万 | 加仓 |
| SHEL | SHELL PLC | $61.48万 | 0.00% | 6,611 | 923 | 16.2% | $8.58万 | 加仓 |
| MINT | PIMCO ETF TR | $61.46万 | 0.00% | 6,111 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $61.10万 | 0.00% | 4,656 | 80 | 1.7% | $1.05万 | 加仓 |
| IVLU | ISHARES TR | $61.04万 | 0.00% | 15,383 | 111 | 0.7% | $4,404 | 加仓 |
| CW | CURTISS WRIGHT CORP | $60.82万 | 0.00% | 893 | -105 | -10.5% | -$7.15万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $60.64万 | 0.00% | 8,291 | 498 | 6.4% | $3.64万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $60.63万 | 0.00% | 25,997 | 3,684 | 16.5% | $8.59万 | 加仓 |
| ZTS | ZOETIS INC | $60.30万 | 0.00% | 5,101 | -526 | -9.3% | -$6.22万 | 减仓 |
| EMB | ISHARES TR | $60.15万 | 0.00% | 6,403 | -1,367 | -17.6% | -$12.84万 | 减仓 |
| TIP | ISHARES TR | $60.03万 | 0.00% | 5,440 | 348 | 6.8% | $3.84万 | 加仓 |
| NUE | NUCOR CORP | $60.01万 | 0.00% | 3,549 | 286 | 8.8% | $4.84万 | 加仓 |
| MSTR | STRATEGY INC | $59.93万 | 0.00% | 4,802 | 2,940 | 157.9% | $36.69万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $59.78万 | 0.00% | 13,051 | -821 | -5.9% | -$3.76万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $59.60万 | 0.00% | 5,968 | 2,034 | 51.7% | $20.31万 | 加仓 |
| NVS | NOVARTIS AG | $59.60万 | 0.00% | 3,902 | 313 | 8.7% | $4.78万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $59.53万 | 0.00% | 13,162 | 1,518 | 13.0% | $6.87万 | 加仓 |
| SLB | SLB LIMITED | $59.27万 | 0.00% | 11,534 | -323 | -2.7% | -$1.66万 | 减仓 |
| IAT | ISHARES TR | $58.91万 | 0.00% | 10,941 | -215 | -1.9% | -$1.16万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $58.79万 | 0.00% | 3,367 | 179 | 5.6% | $3.13万 | 加仓 |
| VHT | VANGUARD WORLD FD | $58.63万 | 0.00% | 2,153 | -174 | -7.5% | -$4.74万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $58.59万 | 0.00% | 9,839 | 2,244 | 29.5% | $13.36万 | 加仓 |
| TLH | ISHARES TR | $58.58万 | 0.00% | 5,816 | -852 | -12.8% | -$8.58万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $58.40万 | 0.00% | 15,200 | 8,782 | 136.8% | $33.74万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $58.06万 | 0.00% | 6,563 | 4,093 | 165.7% | $36.21万 | 加仓 |
| NEM | NEWMONT CORP | $57.98万 | 0.00% | 5,356 | 307 | 6.1% | $3.32万 | 加仓 |
| STT | STATE STR CORP | $57.55万 | 0.00% | 4,548 | 806 | 21.5% | $10.20万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $57.14万 | 0.00% | 4,199 | 5 | 0.1% | $680 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $57.04万 | 0.00% | 4,352 | 380 | 9.6% | $4.98万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $56.86万 | 0.00% | 6,898 | 320 | 4.9% | $2.64万 | 加仓 |
| MELI | MERCADOLIBRE INC | $56.71万 | 0.00% | 328 | -10 | -3.0% | -$1.73万 | 减仓 |
| IOO | ISHARES TR | $56.57万 | 0.00% | 4,676 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $56.41万 | 0.00% | 1,934 | -152 | -7.3% | -$4.43万 | 减仓 |
| AMLP | ALPS ETF TR | $56.38万 | 0.00% | 10,710 | 1,070 | 11.1% | $5.63万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $56.11万 | 0.00% | 3,907 | -1,360 | -25.8% | -$19.53万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $56.09万 | 0.00% | 1,585 | -27 | -1.7% | -$9,554 | 减仓 |
| AFL | AFLAC INC | $55.88万 | 0.00% | 5,094 | -15 | -0.3% | -$1,645 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $55.34万 | 0.00% | 4,992 | -444 | -8.2% | -$4.92万 | 减仓 |
| CDE | COEUR MNG INC | $54.98万 | 0.00% | 29,291 | -1,824 | -5.9% | -$3.42万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $54.77万 | 0.00% | 9,476 | 6,151 | 185.0% | $35.55万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $54.75万 | 0.00% | 5,706 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $54.44万 | 0.00% | 11,787 | -4,140 | -26.0% | -$19.12万 | 减仓 |
| EWJ | ISHARES INC | $54.41万 | 0.00% | 6,444 | -359 | -5.3% | -$3.03万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $53.77万 | 0.00% | 601 | -13 | -2.1% | -$1.16万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $53.71万 | 0.00% | 5,498 | 3,263 | 146.0% | $31.88万 | 加仓 |
| TFC | TRUIST FINL CORP | $53.56万 | 0.00% | 11,650 | 641 | 5.8% | $2.95万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $53.24万 | 0.00% | 11,230 | 253 | 2.3% | $1.20万 | 加仓 |
| MFC | MANULIFE FINL CORP | $53.17万 | 0.00% | 15,438 | -385 | -2.4% | -$1.33万 | 减仓 |
| IAUM | ISHARES GOLD TR | $52.86万 | 0.00% | 11,319 | 767 | 7.3% | $3.58万 | 加仓 |
| — | FIS TR | $52.45万 | 0.00% | 16,300 | 16,300 | — | $52.45万 | 新建仓 |