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 |
|---|---|---|---|---|---|---|---|---|
| SPSM | SPDR SERIES TRUST | $33.14万 | 0.00% | 6,859 | 863 | 14.4% | $4.17万 | 加仓 |
| PLD | PROLOGIS INC. | $33.11万 | 0.00% | 2,505 | -91 | -3.5% | -$1.20万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $32.95万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $32.81万 | 0.00% | 2,422 | 19 | 0.8% | $2,574 | 加仓 |
| MKC | MCCORMICK & CO INC | $32.68万 | 0.00% | 6,479 | 3 | 0.0% | $151 | 加仓 |
| — | BITWISE ETHEREUM ETF | $32.42万 | 0.00% | 21,612 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $32.29万 | 0.00% | 3,271 | 3,271 | — | $32.29万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $32.29万 | 0.00% | 3,806 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $32.23万 | 0.00% | 12,994 | -1,572 | -10.8% | -$3.90万 | 减仓 |
| EFAV | ISHARES TR | $32.22万 | 0.00% | 3,526 | 68 | 2.0% | $6,213 | 加仓 |
| MET | METLIFE INC | $31.99万 | 0.00% | 4,523 | -119 | -2.6% | -$8,416 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $31.93万 | 0.00% | 8,345 | 552 | 7.1% | $2.11万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $31.89万 | 0.00% | 4,137 | -2,798 | -40.3% | -$21.57万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $31.71万 | 0.00% | 6,913 | 191 | 2.8% | $8,761 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $31.61万 | 0.00% | 3,058 | 526 | 20.8% | $5.44万 | 加仓 |
| BP | BP PLC | $31.52万 | 0.00% | 6,705 | 111 | 1.7% | $5,217 | 加仓 |
| EQT | EQT CORP | $31.24万 | 0.00% | 4,908 | 4,908 | — | $31.24万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $31.02万 | 0.00% | 3,369 | 98 | 3.0% | $9,023 | 加仓 |
| UL | UNILEVER PLC | $30.59万 | 0.00% | 5,370 | -640 | -10.6% | -$3.65万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $30.26万 | 0.00% | 1,537 | 212 | 16.0% | $4.17万 | 加仓 |
| DAL | DELTA AIR LINES INC | $30.23万 | 0.00% | 4,548 | -779 | -14.6% | -$5.18万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $30.21万 | 0.00% | 10,046 | -857 | -7.9% | -$2.58万 | 减仓 |
| ARW | ARROW ELECTRS INC | $30.07万 | 0.00% | 2,097 | 106 | 5.3% | $1.52万 | 加仓 |
| EZU | ISHARES INC | $30.00万 | 0.00% | 4,790 | -47 | -1.0% | -$2,944 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $29.86万 | 0.00% | 2,680 | 70 | 2.7% | $7,800 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $29.86万 | 0.00% | 1,991 | 35 | 1.8% | $5,250 | 加仓 |
| ADSK | AUTODESK INC | $29.85万 | 0.00% | 1,247 | 215 | 20.8% | $5.15万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $29.73万 | 0.00% | 2,370 | -42 | -1.7% | -$5,269 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $29.62万 | 0.00% | 1,511 | 1,511 | — | $29.62万 | 新建仓 |
| CME | CME GROUP INC | $29.60万 | 0.00% | 1,002 | 35 | 3.6% | $1.03万 | 加仓 |
| FISV | FISERV INC | $29.41万 | 0.00% | 5,271 | -30 | -0.6% | -$1,674 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $29.20万 | 0.00% | 14,847 | 14,847 | — | $29.20万 | 新建仓 |
| ARKK | ARK ETF TR | $29.18万 | 0.00% | 4,318 | -13 | -0.3% | -$879 | 减仓 |
| GRAL | GRAIL INC | $29.17万 | 0.00% | 5,644 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $29.12万 | 0.00% | 2,913 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $29.12万 | 0.00% | 3,293 | 97 | 3.0% | $8,577 | 加仓 |
| CG | CARLYLE GROUP INC | $29.09万 | 0.00% | 6,012 | 156 | 2.7% | $7,549 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $28.86万 | 0.00% | 7,682 | -504 | -6.2% | -$1.89万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $28.64万 | 0.00% | 2,333 | 70 | 3.1% | $8,593 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $28.57万 | 0.00% | 9,399 | 2,008 | 27.2% | $6.10万 | 加仓 |
| HYG | ISHARES TR | $28.49万 | 0.00% | 3,581 | -308 | -7.9% | -$2.45万 | 减仓 |
| MTZ | MASTEC INC | $28.47万 | 0.00% | 885 | -182 | -17.1% | -$5.86万 | 减仓 |
| HAL | HALLIBURTON CO | $28.37万 | 0.00% | 7,277 | 7,277 | — | $28.37万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $28.32万 | 0.00% | 11,114 | 19 | 0.2% | $484 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $28.28万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $28.12万 | 0.00% | 5,182 | 20 | 0.4% | $1,085 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $27.93万 | 0.00% | 5,589 | -171 | -3.0% | -$8,544 | 减仓 |
| — | VANECK ETF TRUST | $27.87万 | 0.00% | 3,080 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $27.79万 | 0.00% | 3,498 | 492 | 16.4% | $3.91万 | 加仓 |
| NRG | NRG ENERGY INC | $27.77万 | 0.00% | 1,900 | -300 | -13.6% | -$4.39万 | 减仓 |
| TLT | ISHARES TR | $27.58万 | 0.00% | 3,182 | 637 | 25.0% | $5.52万 | 加仓 |
| VCR | VANGUARD WORLD FD | $27.56万 | 0.00% | 768 | 1 | 0.1% | $359 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $27.56万 | 0.00% | 4,169 | 4,169 | — | $27.56万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $27.51万 | 0.00% | 841 | 128 | 18.0% | $4.19万 | 加仓 |
| COPX | GLOBAL X FDS | $27.49万 | 0.00% | 3,601 | 3,601 | — | $27.49万 | 新建仓 |
| IWL | ISHARES TR | $27.40万 | 0.00% | 1,707 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $27.39万 | 0.00% | 1,669 | -197 | -10.6% | -$3.23万 | 减仓 |
| MSBI | MIDLAND STATES BANCORP INC | $27.31万 | 0.00% | 12,239 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $27.28万 | 0.00% | 14,199 | 1,469 | 11.5% | $2.82万 | 加仓 |
| HSY | HERSHEY CO | $27.14万 | 0.00% | 1,305 | -322 | -19.8% | -$6.70万 | 减仓 |
| BAX | BAXTER INTL INC | $27.12万 | 0.00% | 16,145 | -2,052 | -11.3% | -$3.45万 | 减仓 |
| TRMB | TRIMBLE INC | $27.10万 | 0.00% | 4,155 | -46 | -1.1% | -$3,001 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.03万 | 0.00% | 923 | 3 | 0.3% | $878 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $27.00万 | 0.00% | 25,890 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $26.97万 | 0.00% | 5,738 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $26.85万 | 0.00% | 2,655 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $26.74万 | 0.00% | 947 | 947 | — | $26.74万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $26.71万 | 0.00% | 3,552 | -1,292 | -26.7% | -$9.72万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $26.52万 | 0.00% | 3,372 | 11 | 0.3% | $865 | 加仓 |
| WRB | BERKLEY W R CORP | $26.29万 | 0.00% | 3,966 | -122 | -3.0% | -$8,086 | 减仓 |
| GIS | GENERAL MILLS INC | $26.24万 | 0.00% | 7,049 | -15,265 | -68.4% | -$56.82万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.12万 | 0.00% | 4,167 | -144 | -3.3% | -$9,025 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $25.97万 | 0.00% | 2,050 | -44 | -2.1% | -$5,573 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $25.91万 | 0.00% | 7,066 | -845 | -10.7% | -$3.10万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $25.80万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $25.76万 | 0.00% | 3,954 | 81 | 2.1% | $5,278 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $25.73万 | 0.00% | 3,709 | -1,045 | -22.0% | -$7.25万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $25.67万 | 0.00% | 4,367 | -156 | -3.4% | -$9,170 | 减仓 |
| CIEN | CIENA CORP | $25.66万 | 0.00% | 661 | 661 | — | $25.66万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $25.57万 | 0.00% | 3,599 | -6 | -0.2% | -$426 | 减仓 |
| DOV | DOVER CORP | $25.56万 | 0.00% | 1,226 | 1 | 0.1% | $209 | 加仓 |
| — | NERDY INC | $25.54万 | 0.00% | 312,883 | 150,000 | 92.1% | $12.24万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $25.51万 | 0.00% | 6,930 | -690 | -9.1% | -$2.54万 | 减仓 |
| MDB | MONGODB INC | $25.50万 | 0.00% | 1,042 | -198 | -16.0% | -$4.85万 | 减仓 |
| ETR | ENTERGY CORP NEW | $25.50万 | 0.00% | 2,270 | -129 | -5.4% | -$1.45万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $25.26万 | 0.00% | 3,053 | -1,026 | -25.2% | -$8.49万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $25.14万 | 0.00% | 5,410 | 61 | 1.1% | $2,834 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $25.08万 | 0.00% | 10,335 | 342 | 3.4% | $8,300 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $25.03万 | 0.00% | 8,347 | 3,488 | 71.8% | $10.46万 | 重新持有 |
| CPK | CHESAPEAKE UTILS CORP | $25.01万 | 0.00% | 1,979 | -175 | -8.1% | -$2.21万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $25.00万 | 0.00% | 9,102 | 667 | 7.9% | $1.83万 | 加仓 |
| FRDM | EA SERIES TRUST | $24.99万 | 0.00% | 4,572 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $24.97万 | 0.00% | 1,274 | -113 | -8.1% | -$2.21万 | 减仓 |
| GNTX | GENTEX CORP | $24.96万 | 0.00% | 11,425 | -639 | -5.3% | -$1.40万 | 减仓 |
| PFFD | GLOBAL X FDS | $24.96万 | 0.00% | 13,563 | 13,563 | — | $24.96万 | 新建仓 |
| FLR | FLUOR CORP | $24.93万 | 0.00% | 5,343 | 144 | 2.8% | $6,718 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $24.82万 | 0.00% | 11,091 | -2,286 | -17.1% | -$5.12万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $24.64万 | 0.00% | 1,957 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $24.58万 | 0.00% | 7,404 | -5,992 | -44.7% | -$19.89万 | 减仓 |
| GLDM | WORLD GOLD TR | $24.57万 | 0.00% | 2,651 | -24 | -0.9% | -$2,225 | 减仓 |