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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $97.81万 | 0.01% | 2,267 | 598 | 35.8% | $25.80万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $97.22万 | 0.01% | 8,454 | 602 | 7.7% | $6.92万 | 加仓 |
| BFC | BANK FIRST CORP | $96.43万 | 0.01% | 6,500 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $96.26万 | 0.01% | 21,146 | 2,269 | 12.0% | $10.33万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $96.10万 | 0.01% | 40,999 | 15,002 | 57.7% | $35.16万 | 加仓 |
| HON | HONEYWELL INTL INC | $95.47万 | 0.01% | 4,264 | -5,387 | -55.8% | -$120.61万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $94.74万 | 0.01% | 10,473 | -700 | -6.3% | -$6.33万 | 减仓 |
| — | NERDY INC | $94.33万 | 0.01% | 1,029,701 | 716,818 | 229.1% | $65.67万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $93.83万 | 0.01% | 31,068 | 534 | 1.7% | $1.61万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $92.53万 | 0.01% | 7,343 | 7,343 | — | $92.53万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $92.06万 | 0.01% | 4,164 | 4,164 | — | $92.06万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $91.62万 | 0.01% | 20,809 | 2,435 | 13.3% | $10.72万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $90.93万 | 0.01% | 12,396 | 727 | 6.2% | $5.33万 | 加仓 |
| IYH | ISHARES TR | $90.59万 | 0.01% | 13,519 | 4 | 0.0% | $268 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $90.46万 | 0.01% | 4,884 | 184 | 3.9% | $3.41万 | 加仓 |
| VIS | VANGUARD WORLD FD | $90.31万 | 0.01% | 2,506 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $90.30万 | 0.01% | 14,778 | 1,164 | 8.6% | $7.11万 | 加仓 |
| — | EA SERIES TRUST | $90.14万 | 0.01% | 28,127 | -5,314 | -15.9% | -$17.03万 | 减仓 |
| FDX | FEDEX CORP | $90.10万 | 0.01% | 2,877 | -139 | -4.6% | -$4.35万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $89.47万 | 0.01% | 10,025 | -6 | -0.1% | -$535 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $89.22万 | 0.01% | 7,151 | 1,526 | 27.1% | $19.04万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $88.15万 | 0.01% | 6,666 | -1,248 | -15.8% | -$16.50万 | 减仓 |
| STT | STATE STR CORP | $87.25万 | 0.01% | 5,144 | 596 | 13.1% | $10.11万 | 加仓 |
| MCK | MCKESSON CORP | $86.37万 | 0.01% | 1,143 | 4 | 0.4% | $3,022 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $86.26万 | 0.01% | 16,242 | 364 | 2.3% | $1.93万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $86.00万 | 0.01% | 3,011 | 3,011 | — | $86.00万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $85.16万 | 0.01% | 5,215 | -869 | -14.3% | -$14.19万 | 减仓 |
| — | ADAGENE INC | $84.00万 | 0.01% | 200,000 | 200,000 | — | $84.00万 | 新建仓 |
| EOG | EOG RES INC | $83.76万 | 0.01% | 6,456 | 240 | 3.9% | $3.11万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $83.59万 | 0.01% | 8,628 | 78 | 0.9% | $7,557 | 加仓 |
| IYR | ISHARES TR | $83.37万 | 0.01% | 8,154 | 37 | 0.5% | $3,783 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $83.26万 | 0.01% | 3,849 | -2 | -0.1% | -$433 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $83.23万 | 0.01% | 2,093 | -24 | -1.1% | -$9,544 | 减仓 |
| IBB | ISHARES TR | $83.02万 | 0.01% | 4,365 | -417 | -8.7% | -$7.93万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $82.76万 | 0.01% | 2,732 | -1,199 | -30.5% | -$36.32万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $82.72万 | 0.01% | 5,361 | -8 | -0.1% | -$1,234 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $82.19万 | 0.01% | 395 | 37 | 10.3% | $7.70万 | 加仓 |
| R | RYDER SYS INC | $81.95万 | 0.01% | 3,107 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $81.82万 | 0.01% | 1,783 | -23 | -1.3% | -$1.06万 | 减仓 |
| ACWV | ISHARES INC | $81.50万 | 0.01% | 6,779 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $80.93万 | 0.01% | 16,849 | -356 | -2.1% | -$1.71万 | 减仓 |
| DGRW | WISDOMTREE TR | $80.90万 | 0.01% | 8,461 | 139 | 1.7% | $1.33万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $80.52万 | 0.01% | 17,620 | 2,656 | 17.7% | $12.14万 | 加仓 |
| CTVA | CORTEVA INC | $80.30万 | 0.01% | 9,482 | -1,403 | -12.9% | -$11.88万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $80.19万 | 0.01% | 21,766 | 64 | 0.3% | $2,358 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $80.19万 | 0.01% | 4,103 | 7 | 0.2% | $1,368 | 加仓 |
| SO | SOUTHERN CO | $79.95万 | 0.01% | 8,353 | -116 | -1.4% | -$1.11万 | 减仓 |
| SRE | SEMPRA | $79.92万 | 0.01% | 8,620 | -422 | -4.7% | -$3.91万 | 减仓 |
| NVS | NOVARTIS AG | $79.08万 | 0.01% | 5,046 | 1,144 | 29.3% | $17.93万 | 加仓 |
| USMV | ISHARES TR | $78.57万 | 0.01% | 8,145 | -1,233 | -13.1% | -$11.89万 | 减仓 |
| SLV | ISHARES SILVER TR | $78.14万 | 0.01% | 14,614 | 369 | 2.6% | $1.97万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $77.98万 | 0.01% | 2,201 | -4 | -0.2% | -$1,417 | 减仓 |
| NUE | NUCOR CORP | $77.88万 | 0.01% | 3,496 | -53 | -1.5% | -$1.18万 | 减仓 |
| PEN | PENUMBRA INC | $77.80万 | 0.01% | 2,464 | -2 | -0.1% | -$632 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $77.40万 | 0.01% | 45,639 | -17,600 | -27.8% | -$29.85万 | 减仓 |
| LAW | CS DISCO INC | $77.07万 | 0.01% | 203,886 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $76.99万 | 0.01% | 2,425 | -97 | -3.8% | -$3.08万 | 减仓 |
| RVTY | REVVITY INC | $75.87万 | 0.01% | 6,819 | -772 | -10.2% | -$8.59万 | 减仓 |
| EME | EMCOR GROUP INC | $75.85万 | 0.01% | 914 | 11 | 1.2% | $9,129 | 加仓 |
| MMM | 3M CO | $75.81万 | 0.01% | 4,682 | -536 | -10.3% | -$8.68万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $75.20万 | 0.01% | 2,276 | -206 | -8.3% | -$6.81万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $75.14万 | 0.01% | 16,753 | 1,721 | 11.4% | $7.72万 | 加仓 |
| AIQ | GLOBAL X FDS | $74.93万 | 0.01% | 11,420 | 3,408 | 42.5% | $22.36万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $74.67万 | 0.01% | 6,662 | 956 | 16.8% | $10.72万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $74.65万 | 0.01% | 870 | 139 | 19.0% | $11.93万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $74.54万 | 0.01% | 4,426 | 311 | 7.6% | $5.24万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $73.46万 | 0.01% | 7,613 | 4,887 | 179.3% | $47.15万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $73.37万 | 0.01% | 22,949 | 640 | 2.9% | $2.05万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $73.09万 | 0.01% | 8,015 | 286 | 3.7% | $2.61万 | 加仓 |
| MDT | MEDTRONIC PLC | $72.34万 | 0.01% | 9,246 | -656 | -6.6% | -$5.13万 | 减仓 |
| GM | GENERAL MTRS CO | $71.61万 | 0.01% | 9,291 | -180 | -1.9% | -$1.39万 | 减仓 |
| CSL | CARLISLE COS INC | $71.53万 | 0.01% | 1,972 | -28 | -1.4% | -$1.02万 | 减仓 |
| AON | AON PLC | $71.50万 | 0.01% | 2,156 | -23 | -1.1% | -$7,628 | 减仓 |
| INTU | INTUIT | $70.27万 | 0.01% | 2,692 | -37 | -1.4% | -$9,658 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $69.28万 | 0.01% | 7,328 | -126 | -1.7% | -$1.19万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $68.90万 | 0.01% | 15,197 | 1,772 | 13.2% | $8.03万 | 加仓 |
| IAT | ISHARES TR | $68.07万 | 0.01% | 10,941 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $67.90万 | 0.01% | 896 | 3 | 0.3% | $2,273 | 加仓 |
| AOA | ISHARES TR | $67.75万 | 0.01% | 6,941 | -2,095 | -23.2% | -$20.45万 | 减仓 |
| MFC | MANULIFE FINL CORP | $67.29万 | 0.00% | 16,612 | 1,174 | 7.6% | $4.76万 | 加仓 |
| ITM | VANECK ETF TRUST | $66.52万 | 0.00% | 14,157 | -3,947 | -21.8% | -$18.55万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $66.44万 | 0.00% | 3,840 | 1 | 0.0% | $173 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $66.01万 | 0.00% | 4,843 | -41 | -0.8% | -$5,589 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $65.86万 | 0.00% | 6,000 | -2,139 | -26.3% | -$23.48万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $65.41万 | 0.00% | 7,388 | 490 | 7.1% | $4.34万 | 加仓 |
| SNPS | SYNOPSYS INC | $65.35万 | 0.00% | 1,465 | -199 | -12.0% | -$8.88万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $65.20万 | 0.00% | 6,982 | 419 | 6.4% | $3.91万 | 加仓 |
| IVLU | ISHARES TR | $64.88万 | 0.00% | 15,513 | 130 | 0.8% | $5,437 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $64.77万 | 0.00% | 5,547 | 57 | 1.0% | $6,656 | 加仓 |
| VHT | VANGUARD WORLD FD | $64.61万 | 0.00% | 2,161 | 8 | 0.4% | $2,392 | 加仓 |
| CALF | PACER FDS TR | $64.38万 | 0.00% | 12,721 | -30,027 | -70.2% | -$151.97万 | 减仓 |
| NKE | NIKE INC | $63.09万 | 0.00% | 15,368 | -136 | -0.9% | -$5,583 | 减仓 |
| COIN | COINBASE GLOBAL INC | $63.08万 | 0.00% | 4,315 | 948 | 28.2% | $13.86万 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $62.87万 | 0.00% | 79,984 | 16,429 | 25.9% | $12.91万 | 加仓 |
| MINT | PIMCO ETF TR | $62.10万 | 0.00% | 6,160 | 49 | 0.8% | $4,940 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.09万 | 0.00% | 4,538 | 186 | 4.3% | $2.54万 | 加仓 |
| IOO | ISHARES TR | $61.93万 | 0.00% | 4,534 | -142 | -3.0% | -$1.94万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $61.59万 | 0.00% | 10,442 | 603 | 6.1% | $3.56万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $61.04万 | 0.00% | 13,627 | -9,701 | -41.6% | -$43.45万 | 减仓 |
| MTUM | ISHARES TR | $60.55万 | 0.00% | 1,766 | -185 | -9.5% | -$6.34万 | 减仓 |