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 |
|---|---|---|---|---|---|---|---|---|
| OTIS | OTIS WORLDWIDE CORP | $29.74万 | 0.00% | 4,154 | 17 | 0.4% | $1,217 | 加仓 |
| HPQ | HP INC | $29.61万 | 0.00% | 13,496 | -703 | -5.0% | -$1.54万 | 减仓 |
| ETR | ENTERGY CORP NEW | $29.52万 | 0.00% | 2,570 | 300 | 13.2% | $3.45万 | 加仓 |
| BLLN | BILLIONTOONE INC | $29.35万 | 0.00% | 2,446 | 2,446 | — | $29.35万 | 新建仓 |
| POST | POST HLDGS INC | $29.35万 | 0.00% | 3,325 | -491 | -12.9% | -$4.33万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $29.21万 | 0.00% | 13,624 | -10,154 | -42.7% | -$21.77万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $29.06万 | 0.00% | 11,182 | 68 | 0.6% | $1,767 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $28.94万 | 0.00% | 1,404 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $28.90万 | 0.00% | 11,437 | 12 | 0.1% | $303 | 加仓 |
| WRB | BERKLEY W R CORP | $28.69万 | 0.00% | 4,068 | 102 | 2.6% | $7,194 | 加仓 |
| SR | SPIRE INC | $28.28万 | 0.00% | 3,622 | -381 | -9.5% | -$2.98万 | 减仓 |
| FLR | FLUOR CORP | $27.99万 | 0.00% | 5,343 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $27.90万 | 0.00% | 5,248 | 5,248 | — | $27.90万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $27.85万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $27.71万 | 0.00% | 6,319 | -747 | -10.6% | -$3.28万 | 减仓 |
| — | VANECK ETF TRUST | $27.64万 | 0.00% | 3,080 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $27.62万 | 0.00% | 16,088 | 16,088 | — | $27.62万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $27.62万 | 0.00% | 3,042 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $27.57万 | 0.00% | 10,405 | 2,723 | 35.4% | $7.22万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $27.36万 | 0.00% | 1,291 | 17 | 1.3% | $3,603 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $27.24万 | 0.00% | 6,438 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $27.23万 | 0.00% | 5,679 | 750 | 15.2% | $3.60万 | 重新持有 |
| CTAS | CINTAS CORP | $26.72万 | 0.00% | 1,571 | -466 | -22.9% | -$7.93万 | 减仓 |
| NRG | NRG ENERGY INC | $26.71万 | 0.00% | 1,829 | -71 | -3.7% | -$1.04万 | 减仓 |
| ROKU | ROKU INC | $26.56万 | 0.00% | 1,923 | -63 | -3.2% | -$8,703 | 重新持有 |
| COPX | GLOBAL X FDS | $26.53万 | 0.00% | 3,447 | -154 | -4.3% | -$1.19万 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC | $26.42万 | 0.00% | 71,996 | 2,988 | 4.3% | $1.10万 | 加仓 |
| USFD | US FOODS HLDG CORP | $26.40万 | 0.00% | 2,582 | -1,866 | -42.0% | -$19.08万 | 重新持有 |
| AUR | AURORA INNOVATION INC | $26.38万 | 0.00% | 38,687 | 1,150 | 3.1% | $7,843 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.37万 | 0.00% | 2,942 | 324 | 12.4% | $2.90万 | 加仓 |
| DTCR | GLOBAL X FDS | $26.31万 | 0.00% | 8,663 | 8,663 | — | $26.31万 | 新建仓 |
| HYG | ISHARES TR | $26.21万 | 0.00% | 3,278 | -303 | -8.5% | -$2.42万 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $26.20万 | 0.00% | 14,847 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $26.18万 | 0.00% | 3,784 | -300 | -7.3% | -$2.08万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $25.96万 | 0.00% | 7,094 | 7,094 | — | $25.96万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $25.56万 | 0.00% | 14,256 | 3,710 | 35.2% | $6.65万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $25.53万 | 0.00% | 2,308 | 390 | 20.3% | $4.31万 | 加仓 |
| KARO | KAROOOOO LTD | $25.49万 | 0.00% | 5,164 | -2,313 | -30.9% | -$11.42万 | 减仓 |
| DOV | DOVER CORP | $25.49万 | 0.00% | 1,136 | -90 | -7.3% | -$2.02万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $25.46万 | 0.00% | 1,830 | -161 | -8.1% | -$2.24万 | 减仓 |
| DCI | DONALDSON INC | $25.41万 | 0.00% | 2,831 | 20 | 0.7% | $1,795 | 加仓 |
| IYK | ISHARES TR | $25.23万 | 0.00% | 3,472 | 200 | 6.1% | $1.45万 | 加仓 |
| ING | ING GROEP N.V. | $25.23万 | 0.00% | 8,039 | 8,039 | — | $25.23万 | 新建仓 |
| EMB | ISHARES TR | $25.17万 | 0.00% | 2,610 | -3,793 | -59.2% | -$36.57万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $25.14万 | 0.00% | 25,890 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $25.13万 | 0.00% | 4,718 | 4,718 | — | $25.13万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $25.07万 | 0.00% | 9,405 | 303 | 3.3% | $8,078 | 加仓 |
| CCL | CARNIVAL CORP LTD | $25.01万 | 0.00% | 8,754 | 8,754 | — | $25.01万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $24.98万 | 0.00% | 3,292 | 0 | 0.0% | — | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $24.91万 | 0.00% | 187 | 187 | — | $24.91万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $24.89万 | 0.00% | 2,475 | 12 | 0.5% | $1,207 | 加仓 |
| IXJ | ISHARES TR | $24.89万 | 0.00% | 2,530 | 41 | 1.6% | $4,034 | 加仓 |
| SMDV | PROSHARES TR | $24.86万 | 0.00% | 3,227 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.78万 | 0.00% | 3,135 | 98 | 3.2% | $7,746 | 加仓 |
| INDA | ISHARES TR | $24.75万 | 0.00% | 5,010 | 58 | 1.2% | $2,865 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $24.64万 | 0.00% | 2,784 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $24.59万 | 0.00% | 1,921 | 1,921 | — | $24.59万 | 新建仓 |
| EQT | EQT CORP | $24.54万 | 0.00% | 4,615 | -293 | -6.0% | -$1.56万 | 减仓 |
| — | BITWISE ETHEREUM ETF | $24.49万 | 0.00% | 21,709 | 97 | 0.4% | $1,094 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $24.41万 | 0.00% | 2,410 | -245 | -9.2% | -$2.48万 | 减仓 |
| GIS | GENERAL MILLS INC | $24.37万 | 0.00% | 7,002 | -47 | -0.7% | -$1,636 | 减仓 |
| HAFC | HANMI FINL CORP | $24.32万 | 0.00% | 7,505 | 7,505 | — | $24.32万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $24.29万 | 0.00% | 903 | 903 | — | $24.29万 | 新建仓 |
| XYZ | BLOCK INC | $24.20万 | 0.00% | 3,184 | -419 | -11.6% | -$3.18万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $24.19万 | 0.00% | 1,975 | -4 | -0.2% | -$490 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $24.09万 | 0.00% | 46,689 | 46,689 | — | $24.09万 | 新建仓 |
| ADSK | AUTODESK INC | $24.03万 | 0.00% | 1,236 | -11 | -0.9% | -$2,139 | 减仓 |
| BP | BP PLC | $24.03万 | 0.00% | 6,502 | -203 | -3.0% | -$7,501 | 减仓 |
| FISV | FISERV INC | $23.97万 | 0.00% | 4,887 | -384 | -7.3% | -$1.88万 | 减仓 |
| NEOG | NEOGEN CORP | $23.90万 | 0.00% | 26,586 | 26,586 | — | $23.90万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $23.87万 | 0.00% | 3,170 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $23.85万 | 0.00% | 1,307 | -60 | -4.4% | -$1.10万 | 减仓 |
| TRS | TRIMAS CORP | $23.82万 | 0.00% | 5,290 | 5,290 | — | $23.82万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $23.81万 | 0.00% | 3,785 | -582 | -13.3% | -$3.66万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $23.68万 | 0.00% | 9,448 | -45 | -0.5% | -$1,128 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $23.65万 | 0.00% | 3,975 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $23.60万 | 0.00% | 922 | -19 | -2.0% | -$4,863 | 减仓 |
| SAP | SAP SE | $23.46万 | 0.00% | 1,523 | 601 | 65.2% | $9.26万 | 重新持有 |
| — | ISHARES TR | $23.43万 | 0.00% | 5,016 | 5,016 | — | $23.43万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $23.39万 | 0.00% | 3,211 | 331 | 11.5% | $2.41万 | 重新持有 |
| TWLO | TWILIO INC | $23.30万 | 0.00% | 1,129 | -457 | -28.8% | -$9.43万 | 重新持有 |
| ONC | BEONE MEDICINES LTD | $23.23万 | 0.00% | 815 | -492 | -37.6% | -$14.02万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $23.14万 | 0.00% | 2,411 | 41 | 1.7% | $3,935 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $23.14万 | 0.00% | 3,302 | -81 | -2.4% | -$5,676 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $23.12万 | 0.00% | 1,904 | 1,904 | — | $23.12万 | 新建仓 |
| BIIB | BIOGEN INC | $23.10万 | 0.00% | 1,069 | 1,069 | — | $23.10万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $23.08万 | 0.00% | 1,391 | 1,391 | — | $23.08万 | 新建仓 |
| — | PROSHARES TR | $22.91万 | 0.00% | 3,533 | -667 | -15.9% | -$4.33万 | 重新持有 |
| HAL | HALLIBURTON CO | $22.86万 | 0.00% | 6,733 | -544 | -7.5% | -$1.85万 | 减仓 |
| MTB | M & T BK CORP | $22.80万 | 0.00% | 958 | 958 | — | $22.80万 | 新建仓 |
| CG | CARLYLE GROUP INC | $22.67万 | 0.00% | 5,383 | -629 | -10.5% | -$2.65万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $22.63万 | 0.00% | 9,399 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $22.63万 | 0.00% | 1,603 | 613 | 61.9% | $8.65万 | 重新持有 |
| TECL | DIREXION SHARES ETF TRUST | $22.61万 | 0.00% | 980 | -980 | -50.0% | -$22.61万 | 重新持有 |
| STXF | EA SERIES TRUST | $22.58万 | 0.00% | 4,674 | 15 | 0.3% | $725 | 重新持有 |
| — | GRAYSCALE COINDESK CRYPTO | $22.56万 | 0.00% | 8,548 | 8,548 | — | $22.56万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $22.52万 | 0.00% | 9,330 | -1,005 | -9.7% | -$2.43万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $22.43万 | 0.00% | 21,223 | 47 | 0.2% | $497 | 加仓 |
| MHO | M/I HOMES INC | $22.43万 | 0.00% | 1,395 | 1,395 | — | $22.43万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $22.34万 | 0.00% | 7,012 | 82 | 1.2% | $2,613 | 加仓 |