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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $60.04万 | 0.00% | 614 | 13 | 2.2% | $1.27万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $59.93万 | 0.00% | 8,001 | -290 | -3.5% | -$2.17万 | 减仓 |
| TIP | ISHARES TR | $59.86万 | 0.00% | 5,470 | 30 | 0.6% | $3,283 | 加仓 |
| EWJ | ISHARES INC | $59.43万 | 0.00% | 6,372 | -72 | -1.1% | -$6,715 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $59.29万 | 0.00% | 6,672 | 1,116 | 20.1% | $9.92万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $59.12万 | 0.00% | 1,791 | -143 | -7.4% | -$4.72万 | 减仓 |
| YUM | YUM BRANDS INC | $58.67万 | 0.00% | 3,670 | -979 | -21.1% | -$15.65万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $58.60万 | 0.00% | 4,760 | -108 | -2.2% | -$1.33万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $58.57万 | 0.00% | 7,813 | 0 | 0.0% | — | 不变 |
| — | FIS TR | $57.78万 | 0.00% | 16,300 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $57.36万 | 0.00% | 3,468 | 176 | 5.3% | $2.91万 | 加仓 |
| O | REALTY INCOME CORP | $57.31万 | 0.00% | 9,249 | 1,002 | 12.1% | $6.21万 | 加仓 |
| AFL | AFLAC INC | $57.25万 | 0.00% | 4,883 | -211 | -4.1% | -$2.47万 | 减仓 |
| IDV | ISHARES TR | $57.22万 | 0.00% | 13,812 | -33,934 | -71.1% | -$140.59万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $56.87万 | 0.00% | 1,604 | 1,604 | — | $56.87万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $56.20万 | 0.00% | 6,301 | 2,495 | 65.6% | $22.25万 | 加仓 |
| SLB | SLB LIMITED | $56.11万 | 0.00% | 12,069 | 535 | 4.6% | $2.49万 | 加仓 |
| — | TOPBUILD COR | $55.77万 | 0.00% | 1,573 | 1,573 | — | $55.77万 | 新建仓 |
| F | FORD MTR CO | $55.70万 | 0.00% | 40,071 | -982 | -2.4% | -$1.36万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $55.20万 | 0.00% | 3,459 | 23 | 0.7% | $3,670 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $55.16万 | 0.00% | 4,192 | -7 | -0.2% | -$921 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $54.59万 | 0.00% | 11,078 | 30 | 0.3% | $1,478 | 加仓 |
| CMCSA | COMCAST CORP NEW | $53.93万 | 0.00% | 21,967 | -2,412 | -9.9% | -$5.92万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $53.56万 | 0.00% | 1,616 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $53.39万 | 0.00% | 2,168 | -65 | -2.9% | -$1.60万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $53.33万 | 0.00% | 6,477 | 107 | 1.7% | $8,810 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $53.21万 | 0.00% | 11,250 | 20 | 0.2% | $946 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $52.86万 | 0.00% | 1,562 | -23 | -1.5% | -$7,783 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $52.82万 | 0.00% | 12,233 | -929 | -7.1% | -$4.01万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $52.76万 | 0.00% | 4,925 | -67 | -1.3% | -$7,177 | 减仓 |
| WWD | WOODWARD INC | $52.58万 | 0.00% | 1,236 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $52.51万 | 0.00% | 10,128 | -582 | -5.4% | -$3.02万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $52.31万 | 0.00% | 3,693 | -963 | -20.7% | -$13.64万 | 减仓 |
| MELI | MERCADOLIBRE INC | $52.11万 | 0.00% | 307 | -21 | -6.4% | -$3.56万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $51.77万 | 0.00% | 3,817 | -9,234 | -70.8% | -$125.25万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $51.74万 | 0.00% | 67,370 | -4 | -0.0% | -$31 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $51.47万 | 0.00% | 4,769 | -729 | -13.3% | -$7.87万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $51.45万 | 0.00% | 9,128 | 3,718 | 68.7% | $20.96万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $51.04万 | 0.00% | 21,277 | 21,277 | — | $51.04万 | 新建仓 |
| EXC | EXELON CORP | $50.90万 | 0.00% | 10,918 | 3,689 | 51.0% | $17.20万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $50.71万 | 0.00% | 5,559 | 517 | 10.3% | $4.72万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $50.64万 | 0.00% | 27,506 | 5,784 | 26.6% | $10.65万 | 加仓 |
| DLN | WISDOMTREE TR | $50.52万 | 0.00% | 5,245 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $50.38万 | 0.00% | 12,732 | 945 | 8.0% | $3.74万 | 加仓 |
| PWR | QUANTA SVCS INC | $50.28万 | 0.00% | 698 | -43 | -5.8% | -$3.10万 | 减仓 |
| SNA | SNAP ON INC | $49.66万 | 0.00% | 1,234 | 24 | 2.0% | $9,658 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $49.55万 | 0.00% | 1,463 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $49.19万 | 0.00% | 3,667 | -240 | -6.1% | -$3.22万 | 减仓 |
| LRGF | ISHARES TR | $48.97万 | 0.00% | 6,475 | 120 | 1.9% | $9,075 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $48.87万 | 0.00% | 5,462 | 28 | 0.5% | $2,505 | 加仓 |
| SHEL | SHELL PLC | $48.75万 | 0.00% | 6,287 | -324 | -4.9% | -$2.51万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $48.70万 | 0.00% | 1,391 | 444 | 46.9% | $15.54万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $48.50万 | 0.00% | 1,732 | 199 | 13.0% | $5.57万 | 加仓 |
| CDE | COEUR MNG INC | $47.81万 | 0.00% | 29,295 | 4 | 0.0% | $65 | 加仓 |
| XT | ISHARES TR | $47.54万 | 0.00% | 5,754 | -3,269 | -36.2% | -$27.01万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $47.33万 | 0.00% | 1,375 | -37 | -2.6% | -$1.27万 | 减仓 |
| CATH | GLOBAL X FDS | $47.24万 | 0.00% | 5,338 | 5 | 0.1% | $442 | 加仓 |
| IOT | SAMSARA INC | $47.20万 | 0.00% | 14,554 | 1,612 | 12.5% | $5.23万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $46.95万 | 0.00% | 5,785 | -6 | -0.1% | -$487 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $46.79万 | 0.00% | 14,064 | -106 | -0.7% | -$3,527 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $46.74万 | 0.00% | 9,701 | 9,701 | — | $46.74万 | 新建仓 |
| ECL | ECOLAB INC | $46.53万 | 0.00% | 1,670 | 65 | 4.0% | $1.81万 | 加仓 |
| MCO | MOODYS CORP | $46.47万 | 0.00% | 1,026 | -13 | -1.3% | -$5,888 | 减仓 |
| IGRO | ISHARES TR | $46.37万 | 0.00% | 5,273 | 632 | 13.6% | $5.56万 | 加仓 |
| NEM | NEWMONT CORP | $46.25万 | 0.00% | 4,951 | -405 | -7.6% | -$3.78万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $46.18万 | 0.00% | 1,246 | 405 | 48.2% | $15.01万 | 加仓 |
| MOAT | VANECK ETF TRUST | $46.15万 | 0.00% | 4,439 | -438 | -9.0% | -$4.55万 | 减仓 |
| IRM | IRON MTN INC DEL | $45.87万 | 0.00% | 3,632 | 3,632 | — | $45.87万 | 新建仓 |
| ALL | ALLSTATE CORP | $45.82万 | 0.00% | 1,926 | -74 | -3.7% | -$1.76万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $45.65万 | 0.00% | 11,409 | 90 | 0.8% | $3,601 | 加仓 |
| — | ISHARES ETHEREUM TR | $45.47万 | 0.00% | 38,242 | 9,064 | 31.1% | $10.78万 | 加仓 |
| ETOR | ETORO GROUP LTD | $45.24万 | 0.00% | 11,461 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $45.18万 | 0.00% | 6,301 | -10 | -0.2% | -$717 | 减仓 |
| VLO | VALERO ENERGY CORP | $45.11万 | 0.00% | 1,732 | -5 | -0.3% | -$1,302 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $44.95万 | 0.00% | 1,082 | -3 | -0.3% | -$1,246 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $44.46万 | 0.00% | 895 | -101 | -10.1% | -$5.02万 | 减仓 |
| ARW | ARROW ELECTRS INC | $44.45万 | 0.00% | 2,083 | -14 | -0.7% | -$2,987 | 减仓 |
| MUSA | MURPHY USA INC | $44.08万 | 0.00% | 818 | -148 | -15.3% | -$7.98万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $44.00万 | 0.00% | 1,095 | 21 | 2.0% | $8,439 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $44.00万 | 0.00% | 8,973 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $43.73万 | 0.00% | 3,699 | -218 | -5.6% | -$2.58万 | 减仓 |
| IWL | ISHARES TR | $43.73万 | 0.00% | 2,364 | 657 | 38.5% | $12.15万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $43.65万 | 0.00% | 7,569 | 710 | 10.4% | $4.09万 | 加仓 |
| VNOM | VIPER ENERGY INC | $43.49万 | 0.00% | 10,256 | 23 | 0.2% | $975 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $43.48万 | 0.00% | 2,430 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $43.48万 | 0.00% | 42,296 | 1,613 | 4.0% | $1.66万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $43.25万 | 0.00% | 24,929 | 462 | 1.9% | $8,016 | 加仓 |
| D | DOMINION ENERGY INC | $42.94万 | 0.00% | 6,288 | -81 | -1.3% | -$5,531 | 减仓 |
| IUSB | ISHARES TR | $42.91万 | 0.00% | 9,299 | 904 | 10.8% | $4.17万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $42.81万 | 0.00% | 5,153 | 555 | 12.1% | $4.61万 | 加仓 |
| AZN | ASTRAZENECA PLC | $42.74万 | 0.00% | 2,254 | 339 | 17.7% | $6.43万 | 加仓 |
| IEUR | ISHARES TR | $42.74万 | 0.00% | 5,685 | 115 | 2.1% | $8,645 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $42.59万 | 0.00% | 9,442 | -135 | -1.4% | -$6,090 | 减仓 |
| TFC | TRUIST FINL CORP | $42.53万 | 0.00% | 8,536 | -3,114 | -26.7% | -$15.51万 | 减仓 |
| TLT | ISHARES TR | $42.49万 | 0.00% | 4,916 | 1,734 | 54.5% | $14.99万 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $42.36万 | 0.00% | 15,770 | -6,948 | -30.6% | -$18.66万 | 减仓 |
| MSTR | STRATEGY INC | $41.90万 | 0.00% | 4,820 | 18 | 0.4% | $1,565 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $41.79万 | 0.00% | 1,487 | -50 | -3.3% | -$1.41万 | 减仓 |
| TMUS | T-MOBILE US INC | $41.60万 | 0.00% | 2,480 | 110 | 4.6% | $1.85万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $41.48万 | 0.00% | 1,415 | -23 | -1.6% | -$6,742 | 减仓 |