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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $37.06亿 | 22.44% | 8,485,080 | 7,114,129 | 518.9% | $31.07亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $17.97亿 | 10.88% | 3,006,863 | -29,820 | -1.0% | -$1,781.89万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $9.58亿 | 5.80% | 37,368,877 | 1,537,853 | 4.3% | $3,943.06万 | 加仓 |
| VO | VANGUARD INDEX FDS | $7.14亿 | 4.32% | 9,946,833 | 7,589,428 | 321.9% | $5.45亿 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7.02亿 | 4.25% | 10,948,174 | -106,832 | -1.0% | -$684.58万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $6.61亿 | 4.00% | 3,371,516 | 93,746 | 2.9% | $1,839.30万 | 加仓 |
| VV | VANGUARD INDEX FDS | $4.09亿 | 2.48% | 1,369,690 | 54,875 | 4.2% | $1,639.94万 | 加仓 |
| IEMG | ISHARES INC | $3.88亿 | 2.35% | 5,559,794 | -106,704 | -1.9% | -$744.26万 | 减仓 |
| IVV | ISHARES TR | $3.60亿 | 2.18% | 550,875 | 10,210 | 1.9% | $666.93万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $3.49亿 | 2.11% | 11,267,842 | 598,414 | 5.6% | $1,852.69万 | 加仓 |
| IEFA | ISHARES TR | $2.43亿 | 1.47% | 2,684,302 | 159,101 | 6.3% | $1,440.34万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2.02亿 | 1.22% | 2,778,927 | -458,669 | -14.2% | -$3,334.06万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $2.01亿 | 1.22% | 1,090,118 | 67,163 | 6.6% | $1,237.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.87亿 | 1.13% | 6,434,196 | 704,238 | 12.3% | $2,051.45万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1.85亿 | 1.12% | 717,522 | 44,967 | 6.7% | $1,157.23万 | 加仓 |
| IJR | ISHARES TR | $1.83亿 | 1.10% | 1,468,209 | -2,781 | -0.2% | -$34.57万 | 减仓 |
| AAPL | APPLE INC | $1.80亿 | 1.09% | 709,322 | 8,098 | 1.2% | $205.52万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.70亿 | 1.03% | 529,490 | 2,200 | 0.4% | $70.58万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.62亿 | 0.98% | 536,196 | 29,351 | 5.8% | $887.13万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1.60亿 | 0.97% | 1,746,817 | 192,079 | 12.4% | $1,760.21万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.54亿 | 0.94% | 5,065,538 | 344,153 | 7.3% | $1,049.67万 | 加仓 |
| IVW | ISHARES TR | $1.45亿 | 0.88% | 1,285,735 | 15,858 | 1.2% | $179.37万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.34亿 | 0.81% | 509,817 | 2,982 | 0.6% | $78.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.19亿 | 0.72% | 182,562 | 7,513 | 4.3% | $488.60万 | 加仓 |
| IWF | ISHARES TR | $1.17亿 | 0.71% | 1,096,064 | 840,151 | 328.3% | $8,956.01万 | 加仓 |
| IJH | ISHARES TR | $1.17亿 | 0.71% | 1,725,321 | 2,583 | 0.1% | $17.44万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.13亿 | 0.69% | 4,579,118 | 15,681 | 0.3% | $38.81万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.08亿 | 0.65% | 495,314 | 26,614 | 5.7% | $578.19万 | 加仓 |
| IVE | ISHARES TR | $7,825.89万 | 0.47% | 370,632 | 6,819 | 1.9% | $143.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,620.59万 | 0.46% | 159,027 | 7,317 | 4.8% | $350.63万 | 加仓 |
| IWD | ISHARES TR | $7,583.97万 | 0.46% | 354,938 | 25,528 | 7.7% | $545.46万 | 加仓 |
| VGT | VANGUARD WORLD FD | $7,570.12万 | 0.46% | 108,498 | 94,648 | 683.4% | $6,603.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,111.27万 | 0.43% | 192,108 | 1,585 | 0.8% | $58.67万 | 加仓 |
| IGF | ISHARES TR | $6,907.48万 | 0.42% | 1,030,968 | 32,823 | 3.3% | $219.91万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $6,309.23万 | 0.38% | 1,914,788 | 21,599 | 1.1% | $71.17万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $6,046.52万 | 0.37% | 282,997 | -14,358 | -4.8% | -$306.77万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $5,981.17万 | 0.36% | 775,668 | 46,127 | 6.3% | $355.69万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $5,890.64万 | 0.36% | 2,025,667 | 70,385 | 3.6% | $204.68万 | 加仓 |
| IWM | ISHARES TR | $5,879.73万 | 0.36% | 237,086 | 7,793 | 3.4% | $193.27万 | 加仓 |
| — | EA SERIES TRUST | $5,799.65万 | 0.35% | 1,804,278 | -5,678 | -0.3% | -$18.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,619.16万 | 0.34% | 322,200 | -10,746 | -3.2% | -$187.41万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5,521.83万 | 0.33% | 735,263 | -11,413 | -1.5% | -$85.71万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,929.70万 | 0.30% | 332,863 | 5,475 | 1.7% | $81.08万 | 加仓 |
| EFG | ISHARES TR | $4,906.92万 | 0.30% | 440,596 | -38,199 | -8.0% | -$425.42万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,469.08万 | 0.27% | 826,843 | 23,599 | 2.9% | $127.55万 | 加仓 |
| GOOGL | ALPHABET INC | $4,316.87万 | 0.26% | 150,121 | 2,462 | 1.7% | $70.80万 | 加仓 |
| SDY | SPDR SERIES TRUST | $4,093.34万 | 0.25% | 280,481 | -3,680 | -1.3% | -$53.71万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,047.54万 | 0.25% | 897,061 | -12,299 | -1.4% | -$55.49万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $4,018.07万 | 0.24% | 452,995 | 16,589 | 3.8% | $147.14万 | 加仓 |
| AMZN | AMAZON COM INC | $3,906.16万 | 0.24% | 187,553 | 6,478 | 3.6% | $134.92万 | 加仓 |
| SCZ | ISHARES TR | $3,678.91万 | 0.22% | 469,189 | 22,285 | 5.0% | $174.74万 | 加仓 |
| EFA | ISHARES TR | $3,557.58万 | 0.22% | 366,270 | -9,245 | -2.5% | -$89.80万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,518.89万 | 0.21% | 49 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $3,365.31万 | 0.20% | 232,555 | 5,190 | 2.3% | $75.10万 | 加仓 |
| IWP | ISHARES TR | $3,286.94万 | 0.20% | 256,552 | 12,953 | 5.3% | $165.95万 | 加仓 |
| — | EA SERIES TRUST | $3,242.44万 | 0.20% | 1,106,816 | 149,153 | 15.6% | $436.95万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,234.91万 | 0.20% | 422,644 | -5,980 | -1.4% | -$45.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,197.92万 | 0.19% | 55,406 | 5,324 | 10.6% | $307.29万 | 加仓 |
| GOOG | ALPHABET INC | $3,001.44万 | 0.18% | 104,631 | 1,929 | 1.9% | $55.34万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,980.31万 | 0.18% | 81,110 | 64,927 | 401.2% | $2,385.68万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2,973.90万 | 0.18% | 258,983 | 68,904 | 36.3% | $791.23万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,929.96万 | 0.18% | 6,959 | 6,762 | 3,432.5% | $2,847.02万 | 加仓 |
| IWB | ISHARES TR | $2,745.14万 | 0.17% | 76,990 | -374 | -0.5% | -$13.34万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $2,694.57万 | 0.16% | 215,514 | 42,858 | 24.8% | $535.85万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,655.16万 | 0.16% | 865,437 | 26,694 | 3.2% | $81.90万 | 加仓 |
| ET | ENERGY TRANSFER L P | $2,606.22万 | 0.16% | 1,350,371 | 6,732 | 0.5% | $12.99万 | 加仓 |
| IWS | ISHARES TR | $2,587.08万 | 0.16% | 177,514 | -730 | -0.4% | -$10.64万 | 减仓 |
| IWO | ISHARES TR | $2,507.10万 | 0.15% | 79,892 | -2,793 | -3.4% | -$87.65万 | 减仓 |
| — | EXXON MOBIL CORP | $2,503.94万 | 0.15% | 147,586 | -19,196 | -11.5% | -$325.68万 | 减仓 |
| PULS | PGIM ETF TR | $2,425.86万 | 0.15% | 490,072 | 192,016 | 64.4% | $950.48万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $2,287.69万 | 0.14% | 1,064,539 | 4,885 | 0.5% | $10.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,199.86万 | 0.13% | 74,785 | 468 | 0.6% | $13.77万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,178.11万 | 0.13% | 850,160 | 24,982 | 3.0% | $64.00万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,144.31万 | 0.13% | 155,026 | -275 | -0.2% | -$3.80万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,123.28万 | 0.13% | 627,078 | -2,683 | -0.4% | -$9.08万 | 减仓 |
| IJS | ISHARES TR | $2,069.05万 | 0.13% | 174,677 | 9,410 | 5.7% | $111.46万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,039.50万 | 0.12% | 574,022 | -5,023 | -0.9% | -$17.85万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2,019.62万 | 0.12% | 206,273 | 14,869 | 7.8% | $145.58万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,925.80万 | 0.12% | 364,874 | 7,560 | 2.1% | $39.90万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,922.43万 | 0.12% | 146,728 | 2,375 | 1.6% | $31.12万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,852.42万 | 0.11% | 797,771 | 16,689 | 2.1% | $38.75万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $1,812.58万 | 0.11% | 158,553 | 55,907 | 54.5% | $639.13万 | 加仓 |
| WMT | WALMART INC | $1,775.65万 | 0.11% | 142,875 | -1,476 | -1.0% | -$18.34万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,738.02万 | 0.11% | 42,631 | 35,763 | 520.7% | $1,458.02万 | 加仓 |
| META | META PLATFORMS INC | $1,727.66万 | 0.10% | 30,197 | 772 | 2.6% | $44.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,663.25万 | 0.10% | 68,043 | 1,376 | 2.1% | $33.63万 | 加仓 |
| AVGO | BROADCOM INC | $1,642.24万 | 0.10% | 53,059 | 2,790 | 5.6% | $86.35万 | 加仓 |
| AEE | AMEREN CORP | $1,631.93万 | 0.10% | 148,466 | 2,303 | 1.6% | $25.31万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,610.66万 | 0.10% | 298,326 | 49,609 | 19.9% | $267.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,598.26万 | 0.10% | 411,286 | 32,834 | 8.7% | $127.59万 | 加仓 |
| EFV | ISHARES TR | $1,591.01万 | 0.10% | 213,989 | 15,644 | 7.9% | $116.31万 | 加仓 |
| — | EA SERIES TRUST | $1,579.72万 | 0.10% | 566,064 | 96,124 | 20.5% | $268.25万 | 加仓 |
| DVY | ISHARES TR | $1,576.35万 | 0.10% | 104,112 | -544 | -0.5% | -$8.24万 | 减仓 |
| AGG | ISHARES TR | $1,527.94万 | 0.09% | 153,917 | 8,438 | 5.8% | $83.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,523.14万 | 0.09% | 70,824 | 3,824 | 5.7% | $82.24万 | 加仓 |
| QLTY | GMO ETF TRUST | $1,522.91万 | 0.09% | 420,927 | 293,660 | 230.7% | $1,062.46万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,455.84万 | 0.09% | 157,712 | -1,165 | -0.7% | -$10.75万 | 减仓 |
| TSLA | TESLA INC | $1,439.97万 | 0.09% | 38,735 | 501 | 1.3% | $18.62万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,420.11万 | 0.09% | 369,629 | 32,682 | 9.7% | $125.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,373.87万 | 0.08% | 95,117 | -13,370 | -12.3% | -$193.12万 | 减仓 |