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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $11.39亿 | 8.43% | 38,698,661 | 1,329,784 | 3.6% | $3,913.55万 | 加仓 |
| VO | VANGUARD INDEX FDS | $8.10亿 | 6.00% | 10,059,496 | -29,727,836 | -74.7% | -$23.95亿 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7.81亿 | 5.78% | 10,957,948 | 9,774 | 0.1% | $69.64万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7.50亿 | 5.55% | 3,442,447 | 70,931 | 2.1% | $1,545.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7.44亿 | 5.51% | 8,638,955 | -42,271,525 | -83.0% | -$36.41亿 | 减仓 |
| VV | VANGUARD INDEX FDS | $4.92亿 | 3.64% | 1,429,481 | 59,791 | 4.4% | $2,056.27万 | 加仓 |
| IEMG | ISHARES INC | $4.81亿 | 3.56% | 5,808,597 | 248,803 | 4.5% | $2,061.08万 | 加仓 |
| IVV | ISHARES TR | $4.34亿 | 3.21% | 580,170 | 29,295 | 5.3% | $2,193.87万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $4.34亿 | 3.21% | 11,767,147 | 499,305 | 4.4% | $1,840.94万 | 加仓 |
| IEFA | ISHARES TR | $2.81亿 | 2.08% | 2,910,642 | 226,340 | 8.4% | $2,185.99万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2.32亿 | 1.72% | 756,813 | 39,291 | 5.5% | $1,203.48万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.25亿 | 1.67% | 6,662,859 | 228,663 | 3.6% | $773.80万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2.24亿 | 1.66% | 1,135,535 | 45,417 | 4.2% | $897.44万 | 加仓 |
| IJR | ISHARES TR | $2.20亿 | 1.63% | 1,482,004 | 13,795 | 0.9% | $204.59万 | 加仓 |
| AAPL | APPLE INC | $2.16亿 | 1.59% | 744,798 | 35,476 | 5.0% | $1,026.53万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.97亿 | 1.46% | 538,400 | 2,204 | 0.4% | $80.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.96亿 | 1.45% | 528,434 | -1,056 | -0.2% | -$39.08万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.84亿 | 1.36% | 5,291,984 | 226,446 | 4.5% | $788.26万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.79亿 | 1.32% | 2,337,589 | -441,338 | -15.9% | -$3,371.82万 | 减仓 |
| IVW | ISHARES TR | $1.77亿 | 1.31% | 1,288,834 | 3,099 | 0.2% | $42.62万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1.76亿 | 1.30% | 1,924,690 | 177,873 | 10.2% | $1,630.03万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.53亿 | 1.13% | 506,003 | -3,814 | -0.7% | -$115.61万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.36亿 | 1.01% | 182,296 | -266 | -0.1% | -$19.86万 | 减仓 |
| IWF | ISHARES TR | $1.36亿 | 1.01% | 1,095,395 | -3,288,861 | -75.0% | -$4.08亿 | 减仓 |
| IJH | ISHARES TR | $1.36亿 | 1.00% | 1,758,601 | 33,280 | 1.9% | $256.62万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.30亿 | 0.96% | 4,686,426 | 107,308 | 2.3% | $297.24万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.24亿 | 0.92% | 509,083 | 13,769 | 2.8% | $334.57万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.17亿 | 0.86% | 269,381 | -13,616 | -4.8% | -$590.02万 | 减仓 |
| IWD | ISHARES TR | $8,558.69万 | 0.63% | 353,038 | -1,900 | -0.5% | -$46.06万 | 减仓 |
| IVE | ISHARES TR | $8,340.84万 | 0.62% | 367,341 | -3,291 | -0.9% | -$74.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,320.66万 | 0.62% | 166,284 | 7,257 | 4.6% | $363.13万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $7,552.02万 | 0.56% | 2,090,236 | 64,569 | 3.2% | $233.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,435.56万 | 0.55% | 199,334 | 7,226 | 3.8% | $269.54万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $7,185.89万 | 0.53% | 840,553 | 64,885 | 8.4% | $554.70万 | 加仓 |
| IWM | ISHARES TR | $7,159.45万 | 0.53% | 238,291 | 1,205 | 0.5% | $36.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,156.74万 | 0.53% | 357,676 | 35,476 | 11.0% | $709.84万 | 加仓 |
| IGF | ISHARES TR | $7,106.98万 | 0.53% | 1,067,113 | 36,145 | 3.5% | $240.73万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $7,038.43万 | 0.52% | 1,941,101 | 26,313 | 1.4% | $95.41万 | 加仓 |
| — | EA SERIES TRUST | $6,403.10万 | 0.47% | 1,756,927 | -47,351 | -2.6% | -$172.57万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6,171.36万 | 0.46% | 736,879 | 1,616 | 0.2% | $13.53万 | 加仓 |
| GOOG | ALPHABET INC | $5,686.24万 | 0.42% | 160,933 | 56,302 | 53.8% | $1,989.32万 | 加仓 |
| GOOGL | ALPHABET INC | $5,569.78万 | 0.41% | 155,855 | 5,734 | 3.8% | $204.92万 | 加仓 |
| EFG | ISHARES TR | $5,376.81万 | 0.40% | 432,150 | -8,446 | -1.9% | -$105.09万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,090.92万 | 0.38% | 852,893 | 26,050 | 3.2% | $155.49万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,967.83万 | 0.37% | 314,360 | -18,503 | -5.6% | -$292.40万 | 减仓 |
| AMZN | AMAZON COM INC | $4,830.14万 | 0.36% | 202,658 | 15,105 | 8.1% | $360.01万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $4,658.39万 | 0.34% | 338,693 | 79,710 | 30.8% | $1,096.33万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,653.14万 | 0.34% | 900,201 | 3,140 | 0.4% | $16.23万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $4,535.62万 | 0.34% | 470,354 | 17,359 | 3.8% | $167.39万 | 加仓 |
| SCZ | ISHARES TR | $4,360.64万 | 0.32% | 530,040 | 60,851 | 13.0% | $500.62万 | 加仓 |
| QLTY | GMO ETF TRUST | $4,302.97万 | 0.32% | 1,033,871 | 612,944 | 145.6% | $2,551.07万 | 加仓 |
| — | EA SERIES TRUST | $4,163.33万 | 0.31% | 1,203,653 | 96,837 | 8.7% | $334.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,130.83万 | 0.31% | 56,095 | 689 | 1.2% | $50.74万 | 加仓 |
| IJT | ISHARES TR | $4,096.43万 | 0.30% | 229,363 | -3,192 | -1.4% | -$57.01万 | 减仓 |
| SDY | SPDR SERIES TRUST | $3,981.78万 | 0.29% | 261,650 | -18,831 | -6.7% | -$286.57万 | 减仓 |
| EFA | ISHARES TR | $3,817.07万 | 0.28% | 367,450 | 1,180 | 0.3% | $12.26万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $3,776.93万 | 0.28% | 258,164 | 42,650 | 19.8% | $623.97万 | 加仓 |
| IWP | ISHARES TR | $3,737.22万 | 0.28% | 255,257 | -1,295 | -0.5% | -$18.96万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,713.47万 | 0.27% | 422,561 | -83 | -0.0% | -$7,294 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,594.48万 | 0.27% | 48 | -1 | -2.0% | -$74.89万 | 减仓 |
| IWB | ISHARES TR | $3,120.38万 | 0.23% | 76,200 | -790 | -1.0% | -$32.35万 | 减仓 |
| IWO | ISHARES TR | $3,062.19万 | 0.23% | 77,728 | -2,164 | -2.7% | -$85.25万 | 减仓 |
| IWS | ISHARES TR | $2,843.58万 | 0.21% | 172,757 | -4,757 | -2.7% | -$78.30万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $2,820.02万 | 0.21% | 216,259 | 57,706 | 36.4% | $752.49万 | 加仓 |
| PULS | PGIM ETF TR | $2,692.00万 | 0.20% | 543,289 | 53,217 | 10.9% | $263.69万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $2,627.66万 | 0.19% | 1,109,653 | 45,114 | 4.2% | $106.83万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,602.00万 | 0.19% | 218,674 | 12,401 | 6.0% | $147.56万 | 加仓 |
| ET | ENERGY TRANSFER L P | $2,586.25万 | 0.19% | 1,352,643 | 2,272 | 0.2% | $4.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,501.98万 | 0.19% | 76,436 | 1,651 | 2.2% | $54.04万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,464.99万 | 0.18% | 157,056 | 2,030 | 1.3% | $31.86万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,440.72万 | 0.18% | 606,993 | -20,085 | -3.2% | -$80.76万 | 减仓 |
| IJS | ISHARES TR | $2,396.29万 | 0.18% | 175,321 | 644 | 0.4% | $8.80万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,361.36万 | 0.17% | 744,672 | -120,765 | -14.0% | -$382.95万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,291.78万 | 0.17% | 120,316 | 89,149 | 286.0% | $1,698.11万 | 加仓 |
| AVGO | BROADCOM INC | $2,226.92万 | 0.16% | 58,952 | 5,893 | 11.1% | $222.61万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,187.52万 | 0.16% | 587,097 | 13,075 | 2.3% | $48.72万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,115.34万 | 0.16% | 828,897 | -21,263 | -2.5% | -$54.26万 | 减仓 |
| META | META PLATFORMS INC | $2,096.60万 | 0.16% | 37,221 | 7,024 | 23.3% | $395.65万 | 加仓 |
| — | EXXON MOBIL CORP | $2,036.37万 | 0.15% | 148,944 | 1,358 | 0.9% | $18.57万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,945.79万 | 0.14% | 360,198 | -4,676 | -1.3% | -$25.26万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,944.57万 | 0.14% | 840,712 | 42,941 | 5.4% | $99.32万 | 加仓 |
| LLY | ELI LILLY & CO | $1,851.56万 | 0.14% | 15,437 | 761 | 5.2% | $91.28万 | 加仓 |
| — | EA SERIES TRUST | $1,818.95万 | 0.13% | 545,871 | -20,193 | -3.6% | -$67.29万 | 减仓 |
| TSLA | TESLA INC | $1,798.16万 | 0.13% | 42,752 | 4,017 | 10.4% | $168.96万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,765.47万 | 0.13% | 74,612 | 3,788 | 5.3% | $89.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,763.16万 | 0.13% | 397,467 | -13,819 | -3.4% | -$61.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,756.80万 | 0.13% | 69,174 | 1,131 | 1.7% | $28.72万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,755.68万 | 0.13% | 322,380 | 24,054 | 8.1% | $131.00万 | 加仓 |
| AEE | AMEREN CORP | $1,731.32万 | 0.13% | 153,160 | 4,694 | 3.2% | $53.06万 | 加仓 |
| WMT | WALMART INC | $1,620.54万 | 0.12% | 143,081 | 206 | 0.1% | $2.33万 | 加仓 |
| EEM | ISHARES TR | $1,609.75万 | 0.12% | 235,310 | 105 | 0.0% | $7,183 | 加仓 |
| AGG | ISHARES TR | $1,599.24万 | 0.12% | 161,572 | 7,655 | 5.0% | $75.77万 | 加仓 |
| IJK | ISHARES TR | $1,566.50万 | 0.12% | 133,319 | 1,082 | 0.8% | $12.71万 | 加仓 |
| IJJ | ISHARES TR | $1,559.71万 | 0.12% | 105,579 | 3,379 | 3.3% | $49.92万 | 加仓 |
| URI | UNITED RENTALS INC | $1,555.77万 | 0.12% | 13,733 | 45 | 0.3% | $5.10万 | 加仓 |
| IWN | ISHARES TR | $1,554.76万 | 0.12% | 70,287 | -1,241 | -1.7% | -$27.45万 | 减仓 |
| EFV | ISHARES TR | $1,532.75万 | 0.11% | 200,228 | -13,761 | -6.4% | -$105.34万 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $1,463.68万 | 0.11% | 497,852 | 497,852 | — | $1,463.68万 | 新建仓 |
| EMR | EMERSON ELEC CO | $1,454.50万 | 0.11% | 101,606 | -45,122 | -30.8% | -$645.92万 | 减仓 |
| V | VISA INC | $1,444.83万 | 0.11% | 42,112 | 1,262 | 3.1% | $43.30万 | 加仓 |