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 |
|---|---|---|---|---|---|---|---|---|
| XMHQ | INVESCO EXCHANGE TRADED FD T | $41.45万 | 0.00% | 3,672 | 614 | 20.1% | $6.93万 | 加仓 |
| MKL | MARKEL GROUP INC | $41.35万 | 0.00% | 212 | -24 | -10.2% | -$4.68万 | 减仓 |
| IXN | ISHARES TR | $41.26万 | 0.00% | 2,856 | -57 | -2.0% | -$8,236 | 减仓 |
| XSD | SPDR SERIES TRUST | $41.17万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $41.16万 | 0.00% | 5,645 | 1,073 | 23.5% | $7.82万 | 加仓 |
| ISCG | ISHARES TR | $41.00万 | 0.00% | 6,256 | 200 | 3.3% | $1.31万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $41.00万 | 0.00% | 4,715 | 4,715 | — | $41.00万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $40.59万 | 0.00% | 4,518 | 351 | 8.4% | $3.15万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $40.52万 | 0.00% | 30,443 | 5,604 | 22.6% | $7.46万 | 加仓 |
| IYY | ISHARES TR | $40.43万 | 0.00% | 2,218 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $40.36万 | 0.00% | 7,849 | 167 | 2.2% | $8,587 | 加仓 |
| DAL | DELTA AIR LINES INC | $39.85万 | 0.00% | 4,254 | -294 | -6.5% | -$2.75万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $39.63万 | 0.00% | 2,983 | 2,983 | — | $39.63万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $39.62万 | 0.00% | 5,210 | -49 | -0.9% | -$3,726 | 减仓 |
| NTRA | NATERA INC | $39.52万 | 0.00% | 1,456 | 1,456 | — | $39.52万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $39.38万 | 0.00% | 1,488 | -410 | -21.6% | -$10.85万 | 减仓 |
| — | TRAEGER INC | $39.36万 | 0.00% | 4,993 | 4,993 | — | $39.36万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $39.28万 | 0.00% | 1,020 | -38 | -3.6% | -$1.46万 | 减仓 |
| GRAL | GRAIL INC | $38.53万 | 0.00% | 5,644 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $38.50万 | 0.00% | 2,482 | -79 | -3.1% | -$1.23万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $38.48万 | 0.00% | 47,443 | 21,611 | 83.7% | $17.53万 | 加仓 |
| PAYX | PAYCHEX INC | $38.46万 | 0.00% | 3,911 | 264 | 7.2% | $2.60万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $38.44万 | 0.00% | 5,936 | -3,540 | -37.4% | -$22.92万 | 减仓 |
| WSO | WATSCO INC | $38.31万 | 0.00% | 919 | -200 | -17.9% | -$8.34万 | 减仓 |
| MSBI | MIDLAND STATES BANCORP INC | $38.11万 | 0.00% | 12,239 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $37.99万 | 0.00% | 3,788 | 617 | 19.5% | $6.19万 | 加仓 |
| XHB | SPDR SERIES TRUST | $37.84万 | 0.00% | 3,275 | 4 | 0.1% | $462 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $37.82万 | 0.00% | 6,781 | -132 | -1.9% | -$7,362 | 减仓 |
| ARTY | ISHARES TR | $37.53万 | 0.00% | 4,928 | 4,928 | — | $37.53万 | 新建仓 |
| TBIL | RBB FD INC | $37.51万 | 0.00% | 7,523 | -3 | -0.0% | -$150 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $37.47万 | 0.00% | 9,845 | 2,310 | 30.7% | $8.79万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $37.10万 | 0.00% | 2,728 | -641 | -19.0% | -$8.72万 | 减仓 |
| MET | METLIFE INC | $36.92万 | 0.00% | 4,364 | -159 | -3.5% | -$1.35万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $36.75万 | 0.00% | 9,779 | 9,779 | — | $36.75万 | 新建仓 |
| MTZ | MASTEC INC | $36.74万 | 0.00% | 883 | -2 | -0.2% | -$832 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $36.41万 | 0.00% | 21,478 | 21,478 | — | $36.41万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $36.20万 | 0.00% | 936 | 13 | 1.4% | $5,028 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $36.05万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $36.01万 | 0.00% | 1,072 | 30 | 2.9% | $1.01万 | 加仓 |
| NPO | ENPRO INC | $35.77万 | 0.00% | 949 | -5 | -0.5% | -$1,885 | 减仓 |
| IMCG | ISHARES TR | $35.77万 | 0.00% | 3,639 | 3,639 | — | $35.77万 | 新建仓 |
| ADT | ADT INC DEL | $35.76万 | 0.00% | 55,018 | 86 | 0.2% | $559 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $35.75万 | 0.00% | 1,368 | -914 | -40.1% | -$23.88万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $35.71万 | 0.00% | 5,169 | -227 | -4.2% | -$1.57万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $35.57万 | 0.00% | 7,740 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $35.56万 | 0.00% | 7,268 | 1,530 | 26.7% | $7.49万 | 加仓 |
| AVY | AVERY DENNISON CORP | $35.54万 | 0.00% | 2,189 | -188 | -7.9% | -$3.05万 | 减仓 |
| EZU | ISHARES INC | $35.42万 | 0.00% | 5,096 | 306 | 6.4% | $2.13万 | 加仓 |
| CIEN | CIENA CORP | $34.88万 | 0.00% | 711 | 50 | 7.6% | $2.45万 | 加仓 |
| BWA | BORGWARNER INC | $34.34万 | 0.00% | 5,171 | -11 | -0.2% | -$730 | 减仓 |
| BG | BUNGE GLOBAL SA | $34.17万 | 0.00% | 3,201 | 1 | 0.0% | $107 | 加仓 |
| WAT | WATERS CORP | $33.98万 | 0.00% | 906 | 906 | — | $33.98万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $33.95万 | 0.00% | 3,918 | 546 | 16.2% | $4.73万 | 加仓 |
| SIL | GLOBAL X FDS | $33.78万 | 0.00% | 4,361 | 1,260 | 40.6% | $9.76万 | 重新持有 |
| ARKK | ARK ETF TR | $33.71万 | 0.00% | 4,172 | -146 | -3.4% | -$1.18万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $33.70万 | 0.00% | 3,581 | -18 | -0.5% | -$1,694 | 减仓 |
| SPSB | SPDR SERIES TRUST | $33.59万 | 0.00% | 11,192 | 1,146 | 11.4% | $3.44万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $33.50万 | 0.00% | 4,065 | 356 | 9.6% | $2.93万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $33.39万 | 0.00% | 2,822 | 142 | 5.3% | $1.68万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $33.34万 | 0.00% | 261 | 261 | — | $33.34万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $33.29万 | 0.00% | 10,000 | -5,200 | -34.2% | -$17.31万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $33.24万 | 0.00% | 13,067 | 73 | 0.6% | $1,857 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $32.97万 | 0.00% | 1,957 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $32.90万 | 0.00% | 15,433 | -712 | -4.4% | -$1.52万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $32.86万 | 0.00% | 1,595 | 84 | 5.6% | $1.73万 | 加仓 |
| UL | UNILEVER PLC | $32.55万 | 0.00% | 5,414 | 44 | 0.8% | $2,645 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $32.53万 | 0.00% | 5,095 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $32.49万 | 0.00% | 1,148 | -9 | -0.8% | -$2,547 | 减仓 |
| BDX | BECTON DICKINSON & CO | $32.37万 | 0.00% | 2,139 | -295 | -12.1% | -$4.46万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $32.34万 | 0.00% | 10,231 | -793 | -7.2% | -$2.51万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $32.26万 | 0.00% | 2,068 | 18 | 0.9% | $2,808 | 加仓 |
| WELL | WELLTOWER INC | $32.21万 | 0.00% | 1,419 | 320 | 29.1% | $7.26万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $32.01万 | 0.00% | 3,552 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $31.99万 | 0.00% | 1,064 | -5 | -0.5% | -$1,503 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $31.97万 | 0.00% | 5,724 | 5,724 | — | $31.97万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $31.72万 | 0.00% | 7,994 | -351 | -4.2% | -$1.39万 | 减仓 |
| PFFD | GLOBAL X FDS | $31.68万 | 0.00% | 16,949 | 3,386 | 25.0% | $6.33万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $31.55万 | 0.00% | 28,294 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $31.50万 | 0.00% | 3,872 | 210 | 5.7% | $1.71万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $31.32万 | 0.00% | 502 | 24 | 5.0% | $1.50万 | 加仓 |
| CBC | CENTRAL BANCOMPANY | $31.32万 | 0.00% | 10,308 | 10,308 | — | $31.32万 | 新建仓 |
| GRMN | GARMIN LTD | $31.18万 | 0.00% | 1,313 | -469 | -26.3% | -$11.14万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $31.10万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $30.98万 | 0.00% | 2,300 | -122 | -5.0% | -$1.64万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $30.76万 | 0.00% | 6,052 | 463 | 8.3% | $2.35万 | 加仓 |
| CIFR | CIPHER DIGITAL INC 看涨期权 | $30.62万 | 0.00% | 12,500 | 11,452 | 1,092.7% | $28.06万 | 重新持有 |
| VLTO | VERALTO CORP | $30.62万 | 0.00% | 3,453 | 160 | 4.9% | $1.42万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $30.59万 | 0.00% | 3,054 | 931 | 43.9% | $9.32万 | 重新持有 |
| STLD | STEEL DYNAMICS INC | $30.58万 | 0.00% | 1,333 | 1,333 | — | $30.58万 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC | $30.58万 | 0.00% | 17,159 | 17,159 | — | $30.58万 | 新建仓 |
| PLD | PROLOGIS INC. | $30.49万 | 0.00% | 2,251 | -254 | -10.1% | -$3.44万 | 减仓 |
| EFAV | ISHARES TR | $30.49万 | 0.00% | 3,476 | -50 | -1.4% | -$4,386 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $30.48万 | 0.00% | 10,104 | -1,063 | -9.5% | -$3.21万 | 减仓 |
| VCR | VANGUARD WORLD FD | $30.46万 | 0.00% | 768 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $30.35万 | 0.00% | 3,903 | -62 | -1.6% | -$4,821 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $30.26万 | 0.00% | 904 | -139 | -13.3% | -$4.65万 | 减仓 |
| — | CREXENDO INC | $30.17万 | 0.00% | 40,388 | 40,388 | — | $30.17万 | 新建仓 |
| GGG | GRACO INC | $30.08万 | 0.00% | 3,978 | 9 | 0.2% | $680 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $29.97万 | 0.00% | 1,209 | -9 | -0.7% | -$2,231 | 减仓 |
| GWW | WW GRAINGER INC | $29.79万 | 0.00% | 219 | 6 | 2.8% | $8,162 | 加仓 |